This Read Me file includes: - Upgrade instructions for existing users of Post.Office for Windows NT - Installation instructions for new users of Post.Office for Windows NT ==================================================================== UPGRADE INSTRUCTIONS - POST.OFFICE v. 2.0 - WINDOWS NT The same software is used for installing Post.Office version 2.0, upgrading from an earlier version, or upgrading your 2.0 license to accommodate additional accounts/mailboxes. The program checks to see if Post.Office already exists, then self-adjusts to perform the necessary installation or upgrade procedure. REVIEW THE FOLLOWING *BEFORE* UPGRADING YOUR SYSTEM: ---------------------------------------------------- THE POST.OFFICE UPGRADE OPERATION IS PERFORMING TASKS OF CONSIDERABLE COMPLEXITY INCLUDING DATABASE REGENERATION. TO ENSURE SUCCESS YOU MUST BACKUP YOUR SYSTEM PRIOR TO UPGRADING AND ALLOW ADEQUATE TIME TO COMPLETE THE POST.OFFICE UPGRADE OPERATION. IT IS ESSENTIAL THAT THE PROCESS RUN TO COMPLETION WITHOUT INTERRUPTION. The time required to execute the upgrade process will vary based on the amount of memory, processing speed, and the number of installed accounts. Internal benchmarking conducted on a machine with 32 mb of RAM and a Pentium 100 processor running Windows NT 3.51 with Service Pack 3 produced the following upgrade times. Please compare your system's statistics to those provided below, and plan accordingly. Number Number of Upgrade Time of Users Addresses per User (Min:Sec) 500 10 2:20 2000 3 3:24 2000 10 7:35 BACK UP YOUR EXISTING SYSTEM In the interest of safety and good software practices, existing users of Post.Office should back up their system before upgrading to version 2.0. Upgrading is a nondestructive process which retains all mail, and account and configuration information; however, if the upgrade operation is interrupted your mail system can be corrupted. Instructions on restoring your mail system are provided in the Backup and Restore section of the FAQ (available at http://www.software.com/tech/faq/FAQ_Contents.html), but those instructions presume existence of the required backup files. To assist you in completing this essential operation, backup instructions are included as part of the upgrade instructions that follow. VERIFY THAT ADEQUATE SPACE IS AVAILABLE FOR EXPANSION OF THE REGISTRY The size of the Registry expands during upgrade. If insufficient space is available the upgrade will fail and recovery will be required. Although the exact amount of space required depends on a variety of factors including the number of Post.Office accounts currently established, a good rule of thumb is that Maximum Registry Size should be at least twice Current Registry Size. To verify that sufficient size is available do the following: 1.) From the Program Manager double click on the Main\Control Panel\System icons in the order indicated. 2.) Click on the Virtual Memory button in the System window. 3.) In the Vitual Memory window check the values in the fields titled Current Registry Size and Maximum Registry Size. The maximum size should be at least twice the current size. If it is not, make the necessary correction and click on the OK button. Registry size should now be sufficient to complete the upgrade successfully. UPDATE ANY CUSTOMIZED FORMS Because Post.Office forms were significantly modified in version 2.0, users working with customized versions of the Post.Office forms need to perform the following steps when upgrading their system to version 2.0. 1. Obtain copies of the standard forms for Post.Office version 2.0 by sending a request to Support@Software.com 2. Revise the standard forms as desired. 3. Follow the detailed instructions presented below to backup your system and upgrade the Post.Office software. 4. Once the upgrade process is complete, re-submit your revised versions of the standard 2.0 forms for use with the upgraded system. TRIAL USERS ONLY Please note that all users upgrading to Post.Office 2.0 from a TRIAL VERSION of Post.Office 1.9.x (current or expired) need to purchase a valid license from Sales@Software.com. Because of changes in our licensing system, upgrading to Post.Office 2.0 from a TRIAL VERSION of Post.Office 1.9.x yields an INVALID LICENSE. While running under an invalid license the following will be true: 1) You cannot create additional accounts beyond those currently established. (All accounts existing at the time of the upgrade will be retained.) 2) All mail sent after the upgrade will include a notice that you are using an invalid license. 3) A notice that the license is invalid will also appear in the Authentication Web Form. Note: Upgrade instructions apply to current users of the Post.Office software. If you are installing Post.Office for the first time, refer to the Installation Instructions section of this document or the detailed installation instructions found in Chapter 3 of the Post.Office Manual. ------------------------------------------------------------------------- Windows NT Upgrade Instructions To permit recovery if the upgrade process is accidentally interrupted (or fails to complete for any reason), backup instructions are included as the initial steps in the upgrade process. DO NOT omit these important first steps. 1. Back up the required Registry information by launching the Registry Editor, (REGEDT32.EXE), locating the following keys, and saving each one independently (by selecting the desired key, pulling down the Registry menu, and then choosing the Save Key command). a) HKEY_LOCAL_MACHINE\SOFTWARE\Software.com\Post.Office (suggested name & location: anotherhost\temp\Post.OfficeRegKey1.9.3) b) HKEY_LOCAL_MACHINE\SOFTWARE\Software.com\Post.Office\MTA-Accounts (suggested name & location: anotherhost\temp\MTA-AccountsRegKey1.9.3) 2. Back up the required file system information. The exact location of the required directories can be found via the Program Manager by double clicking on the Main\Control Panel\Post.Office icons in the order indicated. When the Post.Office applet window appears look at the bottom to determine the locations of the following items: a) The Post.Office Directory containing configuration information (suggested name & location: anotherhost\temp\Post.Office1.9.3config) b) the Program Directory containing Post.Office executables (suggested name & location: anotherhost\temp\Post.Office1.9.3execs) c) the Mailbox Directory containing your mailbox information (suggested name & location: anotherhost\temp\Post.Office1.9.3mailbox) Back up those directories in addition to the registry keys mentioned in Step 1 above. Note: If you aren't already doing so, you should be backing up these items on a regular basis. 3. Locate the Post.Office package either on the CD on which it was delivered, or in the directory in which you stored a downloaded version. 4. If you obtained the software from our web or ftp site you will need to extract the Post.Office package. The Intel package will self extract if you "run" it from the command line or double-click on the file from within the File Manager. All other versions require use of an extraction utility (UNZIP.exe for mips, ICOMP.exe for DEC Alpha and Power PC) which can be downloaded from the same directory in which you found the Post.Office package. Place the entire contents of the package into a NEW temp directory since there are no guarantees that existing older versions will be overwritten during extraction. (When installation is complete you can remove the temporary directory.) 5. Verify that you are logged on properly. If you are on a workstation or backup domain server you must be logged on as the Administrator of your host machine before running Setup.exe. Only if you are on a primary domain controller can you log in as the Administrator of your domain. 6. Run Setup.exe Note: The Setup program occupies only half your screen to allow for simultaneous display of Simple Online Support (SOS). SOS is intended for use as a guide during initial installation, however it contains supplemental information that may also be of interest to people upgrading their software. To access SOS, launch your browser and point it to: http://www.software.com/tech/sos/po-install.htm 7. The Installshield GUI will prompt you to choose one of three options: Remove, Update, or Set License Number. Choose Update and click on the Next button. This installs all the new software and configuration files, retaining the values of any parameters you have customized and all information in your accounts database. When it's finished, the Setup program will re-start Post.Office for you. ============================================================================ INSTALLATION INSTRUCTIONS - POST.OFFICE v. 2.0 - WINDOWS NT 1. Open the Simple Online Support (SOS) tool by launching your browser and pointing it to: http://www.software.com/tech/sos/po-install.htm This tool provides detailed information on pre-installation requirements, the installation process, and related topics such as proper configuration of DNS records. If you are unable to access the SOS tool you must read the detailed installation instructions which appear in Chapter 3 of the Post.Office manual in order to obtain the necessary pre-installation information. 2. Verify that all pre-installation requirements have been met, including the creation of a special NT user and group for the exclusive use of Post.Office. 3. Locate the Post.Office software package that was downloaded from the Software.com web site (http://www.software.com), obtained via ftp from the Software.com ftp site (the ftp/public/software/PO20 directory), or delivered directly on CD. 4. If you obtained the software from our web or ftp site you will need to extract the Post.Office package. The Intel package will self extract if you "run" it from the command line or double-click on the file from within the File Manager. All other versions require use of an extraction utility (UNZIP.exe for mips, ICOMP.exe for DEC Alpha and Power PC) which can be downloaded from the same directory in which you found the Post.Office package. Place the entire contents of the package into a NEW temp directory since there are no guarantees that existing older versions will be overwritten during extraction. (When installation is complete you can remove the temporary directory.) 5. Verify that you are logged on properly. If you are on a workstation or backup domain server you must be logged on as the local Administrator of your host machine before running Setup.exe. Only if you are on a primary domain controller can you log in as the Administrator of your domain. 6. Run Setup.exe Note: The Setup program occupies only half your screen to allow for simultaneous display of Simple Online Support (SOS). 7. Respond as prompted to complete the installation process (making entries via Installshield and then the web interface) using SOS to guide you through each step.