update for 2.3.5

[ppp.git] / NeXT / INSTALL

                PPP-2.3 for systems running NeXTSTEP
                ====================================


Authoritative information can be found at:

  WWW site:     http://www.peak.org/next/ppp/
  WWW mirror:   http://www.thoughtport.com:8080/PPP/

  FTP site:     ftp://next-ftp.peak.org/pub/next/apps/internet/ppp/dev
  FTP Mirror:   ftp://ftp.NMR.EMBL-Heidelberg.DE/pub/next/ppp/

If you have questions or problems, please visit the WWW site
for FAQ and mailing list information.

NEW: If you want to submit a bug report, please
     use the bug submission form on the WWW site.

If you use this software and are pleased with its performance, you are
encouraged to make a donation to support continued development.  50%
of all donations go to charity.  For more information, please see:
  http://www.thoughtport.com:8080/cgi-bin/PPP/donation


NeXT Specific Installation Instructions
=======================================

The procedure for an initial installation and for an upgrade are very
similar. However, if this is the first time you are installing PPP,
there are a few extra steps that you must do for the initial setup.
They will be described later in this document.

Making the source files
=========================

To install on a computer running NeXTSTEP:

 1) Read this file completely through before you start.

 2) If you are on an HP-PA system, read the file
    ./NeXT/hppa/README.hppa and install the serial
    driver patch.  Successfull installation of this
    patch will require a reboot of your machine.  HPPA
    is no longer supported.

 3) If you have previously installed a SLIP package, comment out
    the slip configuration code in /etc/rc.local and reboot your
    machine.  SLIP and PPP _should_ interoperate but for initial
    testing it is best to remove SLIP.

 4) If you are using Intel OS version 3.3, you _must_ get the latest
    NeXT serial drivers from NeXTAnswers.  You need both the serial
    and ttyport drivers (version 3.33 or later).  Install these
    according to the directions.  PPP-2.3 is optimized to work with 
    the NeXT drivers.   It will work with the Mux driver (especially
    beneficial for OS versions prior to 3.3), but that driver has been
    known to cause panics with PPP.  If you use OS 4.x you can use the
    drivers that came with the system.

 5) Type ./configure in the top level PPP directory.  This will set
    up some necessary links.

 6) If you have developer 3.2, you need to use the old version of
    chat.c.  Perform:
      a) cd to the chat directory
      b) backup chat.c (mv chat.c chat.c.orig)
      c) use the old chat (mv chat.c.3.2 chat.c)

 7) Edit ./Makefile and set the installation directories.
    If you change the ETCDIR you will need to modify pathnames in
    pppd/pathnames.h. I recommend keeping it set to /etc/ppp. 
    If you don't specifically like that directory, you may
    also change the Makefile directory and put a link in /etc/ppp
    that points to the proper place. 

    You will also want to set the -arch flags to the appropriate
    architectures.  Leaving it blank will default to your current
    architecture. 

 9) Do a:
      make 

 10) If you are satisfied with the results, then as root, type:
      make install


If you are performing an upgrade, you are done after successfully
making and installing the latest release.  All you need to do is to
reboot your machine so that the new loadable kernel server (LKS) is
loaded.  You should be able to start the upgraded PPP just like
normal.  If this doesn't work, see the "Troubleshooting" section later
on.

Also, you might want to compare the ip-up and ip-down scripts in 
the ./NeXT/Examples directory with those you have installed in
/etc/ppp/ip-up and /etc/ppp/ip-down.  Most things included in the
examples should be in any installation.


Extra Steps for Initial Configuration 
=====================================

If this is the initial installation of PPP, there are several system
administration steps that must be performed.  These only need to be
done once.  These steps do not need to be re-performed for an upgrade.

1) Before PPP can successfully run, a module called the loadable
   kernel server (LKS) must be linked into the system.  This is 
   something that must be done each time the computer boots up.
 
   So that you don't have to do this by hand each time the machine
   boots, you should modify a file called /etc/rc.local.  Since 
   this is a system file, you must be root to perform the
   modification.

   This file contains code that is run each time the machine is
   started.  This is the standard place where "local" modifications 
   are made to the system.  First, make a backup copy of /etc/rc.local
   (maybe named /etc/rc.local.prePPP).  It will be available in case
   you accidentally mess up the file.  Then, using vi or your favorite
   editor, place the following lines (not includeing the ==...==
   separators ;) somewhere near the end of the file /etc/rc.local:
 
======================================================================
# 
# Load the selected version of the PPP-2.3 loadable
# kernel server (LKS).
#     
if [ -f /usr/local/ppp/reloc/ppp_reloc ]; then
        /usr/etc/kl_util -a /usr/local/ppp/reloc/ppp_reloc > /dev/console 2>&1
        (echo -n ' ppp')        > /dev/console
fi
======================================================================

  This code will now be executed next time you reboot your machine.
  You can verify that this was executed by checking the output of
  /usr/adm/messages upon a successful reboot.  There should be a
  section of output that says the PPP-2.3 LKS was successfully loaded.


2) The default Makefile paths place PPP files  in a directory called
   /usr/local/ppp.  There are several subdirectories under this
   directory.  However, these directories are not part of the standard
   UNIX Path.  The UNIX Path is a list of directories that UNIX searches 
   when it is trying to find a command.  There are two solutions
   to fix the problem.  You may either add specific PPP directories to
   the current path (must be done for each individual user), or you
   may add important files to a directory that is already in the
   standard path.  I believe the second approach is the better
   solution.  

   This step is optional, but highly recommended.  As root,
   execute the following commands to add important files
   to directories that are already in the Standard UNIX path:

   /bin/mkdirs -o root -g wheel -m 755 /usr/local/bin /usr/local/man/man8
   ln -s /usr/local/ppp/bin/* /usr/local/bin
   ln -s /usr/local/ppp/man/man8/* /usr/local/man/man8

   To get the man program to understand that you have added some pages
   to the /usr/local/man directory, you need to make sure that the
   environment variable MANPATH includes the /usr/local/man entry.  In
   my .cshrc file (in my home directory) I have an entry that looks like:
      setenv MANPATH "/usr/local/man:/usr/man:.:.."
   See 'man man' for more information.

   Once these commands are executed, the programs pppd, pppstats, and
   chat (along with their respective man pages) will become available
   to you from the command line.  However, before you can immediately
   see them, you may need to log out and log back in.
 
3) Once you start trying to make PPP connections, it is important
   to have access to the logging information that PPP generates. This
   will allow you to follow the progress of PPP and will aid in
   diagnosing problems.  The user level process 'pppd' outputs
   logging information by using the standard UNIX syslog facility.
   Part of this facility allows you to select how much (i.e.
   what level of verbosity) and where (i.e. to which file) this
   information will be placed.  While the following step is optional,
   it is highly recommended.

   As root, make a backup copy of /etc/syslog.conf.  You may wish
   to call it /etc/syslog.conf.prePPP.  If you run into problems with
   the system logging error messages, you can replace /etc/syslog.conf
   with the original, reboot, and then you should be back to normal.

   Now, as root, use vi or your favorite editor to edit the file
   /etc/syslog.conf.  You need to add the line:

       local2.debug             /usr/adm/pppd.log

   It is _imperative_ that you place a <tab> character
   between the level "local2.debug" and the file name
   "/usr/adm/pppd.log.  Do _not_ use spaces. If your
   editor converts tab characters to spaces, you need to
   use a different editor.  Also beware of cutting and pasting
   between buffers.  Sometimes a tab will be converted to spaces
   during that operation. Below is the actual contents of
   my /etc/syslog.conf:

======================================================================
local2.debug                                    /usr/adm/pppd.log
*.err;kern.debug;auth.notice                    /dev/console
kern.debug;daemon,auth.notice;*.err;mail.crit   /usr/adm/messages
mark.debug,daemon.info                          /usr/adm/messages
lpr.debug                                       /usr/adm/lpd-errs
mail.info                                       /usr/spool/mqueue/syslog

*.alert;kern.err;daemon.err                     operator
*.alert                                         root

*.emerg                                         *
======================================================================

   Once you have modified /etc/syslog.conf, you then need to perform
   one more step.  You need to actually create an empty logging file.
   This step is necessary because if syslog does not see the file, it
   will not create it.  So, removing the file is a handy way to turn
   off the logging.  To create an empty logging file, as root execute:
        touch /usr/adm/pppd.log

   Upon a successful reboot, logging will be enabled for pppd
   (remember to specify the 'debug' option to pppd to get reasonable 
   information sent to the logging file).


4) You should copy a few files to a new directory.  Part of the
   installation process creates a new directory (or link)
   called /etc/ppp/. Further, it creates an empty file called
   /etc/ppp/options. An empty options file is the bare minimum of what
   is necessary. However, the directory ./NeXT/Examples contains
   several files that are useful in almost any setup.  It is
   recommended that you perform the following steps to place better
   files in the directory /etc/ppp.  As user root, perform the
   following commands.  It assumes you are in the PPP distribution
   directory:

     cp NeXT/Examples/options.example /etc/ppp/options
     cp NeXT/Examples/ip-up.example /etc/ppp/ip-up
     cp NeXT/Examples/ip-down.example /etc/ppp/ip-down
     /usr/etc/chown root.wheel /etc/ppp/options /etc/ppp/ip-up /etc/ppp/ip-down
     chmod 644 /etc/ppp/options
     chmod  511 /etc/ppp/ip-up /etc/ppp/ip-down


Congratulations!  You have successfully installed PPP and are now
ready to start up a connection.  See the section "Initial Testing" for
steps to verify that PPP works on your system.  


Initial Testing
===============

One of the most notoriously difficult portions of getting PPP links up
and running involves writing the script that automatically dials your
modem, connects to the peer, and starts the remote ppp process.  Once
you are connected to the peer, each PPP process will start
communications and things become much easier.  Several frontends are
available that help ease this problem.  See:
  http://www.peak.org/next/ppp/NeXT_PPP_Frontends.html
for more information on those.  If you want or need to go the
scripting route, then please read on.

Before you dive into script writing, there is a simpler solution that
will allow you to test the ppp portion.  Once this works, getting the
dial scripts to work is a matter of sheer determination!

The mechanism is this... use a communications package (tip or kermit
are good choices) to manually dial the modem and log into the remote
server.  There, manually start up the pppd process (the remote
process, once started, will probably print some garbage on the screen.
You can ignore this). Once this is done, you can exit the
communications process (to free up the device it is using).  Then,
start your local pppd on the same device.  The pppd processes will
then start communicating.  The premise is that you manually perform
the operations that you would like your dial script to automatically
perform.  Once you _know_ ppp works, you can spend time on the dial
scripts.

Please note, you _must_ exit from your communications program before
you start your local pppd.  If you find that when you exit, your modem
immediately hangs up, you need to instruct the modem to ignore DTR.
There is an AT command that will do this (AT&D on Supra), but you will
need to check your modem manual to determine the correct command.

If you are planning on using kermit, Stephane I. Matis
<petergun@vectrex.login.qc.ca>, has supplied this excellent definition
that you may place inside your .kermrc file to help with PPP testing:
----------------------------------------------------------------------
set term byte 8

# define pppd 
define pppd -
        !pppd < \v(line) > \v(line) defaultroute
----------------------------------------------------------------------

To use this, add the above to your ~/.kermrc file (minus the
'---...---' separators).  Then start kermit.  After you have started
the remote PPP server by hand and you see garbage being printed on the
screen, return back to your local kermit prompt and execute the
command 'do pppd'.  In this particular circumstance, you will not need
to exit completely from kermit.

Before you start initial testing, you may want to read the pppd man
page.  This will allow you to familiarize yourself with the some of
the options available to you for starting your local pppd.

Of particular interest for most people is the 'defaultroute' option to
pppd.  If you have a standalone machine, then all your foreign traffic
must go to the peer.  Adding the 'defaultroute' option to pppd
instructs pppd to set your system up in such a manner.


Determining if the link is actually up
======================================

There are several ways to determine if the link has actaully been
established.  I will go through some of them.

1) You may look at the pppd log file (typically
   /usr/adm/pppd.log).  If you see lines that look similar to:

    Jan 11 23:13:38 sidney2b pppd[2141]: local  IP address 35.9.12.55
    Jan 11 23:13:38 sidney2b pppd[2141]: remote IP address 35.9.10.13

   You are probably up.

2) You may check the status of the PPP interface.  Using the command:
     /usr/etc/ifconfig ppp0

   You should see that the interface is UP and that there are valid
   IP addresses assigned to it (0.0.0.0 is not valid).  Here is an
   example of what you might see:

        ppp0: flags=51<UP,POINTOPOINT,RUNNING>
                inet 35.9.12.104 --> 35.9.10.14 netmask ff000000 

3) You may check the routing.  When the connection comes up, you
   should get at least one route to the new interface.  If you
   specified 'defaultroute' to pppd, you should also see a default
   route.  The command for checking routes is 'netstat -rn'.  Here
   is an example of what you might see:

        Routing tables
        Destination      Gateway            Flags     Refs     Use  Interface
        35.9.10.32       35.9.15.107        UH          0        0  ppp0
        127.0.0.1        127.0.0.1          UH         12     2636  lo0
        35.9.15.107      127.0.0.1          UH          0        0  lo0
        default          35.9.10.32         UG          2        6  ppp0
        192.42.172       192.42.172.1       U          15     8872  en0


  In the above case, the peer is 35.9.10.32 and my local machine has
  been assigned 35.9.15.107.  All foreign traffic goes through the
  default route to the peer.

  If you don't have an ethernet card installed on your system, you
  will not have an 'en0' interface.
   
  
The routing issue is important.  Discussion of this issue is outside
the scope of these instructions, but I thought it might be beneficial
to list a few other important tools that may help you out.  The man
pages can give more details:
  /usr/etc/ping           - send packets to an IP address or hostname
  traceroute              - Show the route to a particular machine

The IP address that you use can be negotiated automatically in PPP.
Unlike SLIP, you do not have to specify an IP address when the link is
brought up.  If no address is specified as an argument to pppd, then
PPP will negotiate the address with the peer.  This is the preferred
mechanism of operation.  Probably the only time you should specify an
IP address as an argument to pppd is if you are assigned your own IP
address by your system administrator.  Otherwise, sit back and let PPP
do the work for you.  If you are assigned an address by your PPP
provider, that address does _NOT_ go in the hostconfig.app or netinfo.
Instead, you provide that IP address as a command line option to pppd
when you start it up.  See the pppd man page for details on specifying
a fixed IP address.


A Typical PPP Session
=====================

A tyipcal PPP session begins when you log into your system.  From a
terminal window, you will run your dial script by typing its name at
the prompt.  If you use the Workspace manager, you can double click on
the scripts icon.  This will start the chat process that will dial the
modem and log into the remote system.  It will then turn control over
to pppd.  If your script is successful (as described in the
"Determining if the link is actually up" section), you will be all
set.  All your apps, OmniWeb, FTP, telnet, etc should work.  Please
note that pppd itself will not appear to do anything but sit there.

Once you are through using the connection, you can close down the PPP
link by executing the ppp down script.  Again, this can be done by
typing the name of the pppdown script in a terminal window, or double
clicking on the appropriate icon in the Workspace manager.  At this
point, ppp will terminate the phone connection and pppd will die off.

You may start and kill the ppp session as many times as you like while
you are logged on.  However, if you do not kill the PPP session, it
will not die once you log out (unless you use the idle timer option to
pppd).  Thus your telephone will remain off the hook and your computer
will remain connected to the net until you log back in and shut down
the connection.  Turning off the computer will obviously close the
connection.


Name Resolution
===============

Once you have a ppp connection up, you may notice that your machine
will not be able to resolve the names of machines to their IP
addresses.  You can check this by trying to telnet to a machine outside
your local domain.  If "telnet <IP address of machine>" is successful,
but "telnet <machinename>" is not, then your name resolution is not
configured correctly. The fix is to edit the file /etc/resolv.conf.
This file contains two important items.  The first is your domain
name.  This is the name that is automatically tacked on to a computer
name if you don't specify the complete name.  For example if my domain
is 'cps.msu.edu' and I say 'telnet sidney', the computer will try
'telnet sidney.cps.msu.edu' (although, it will not print this name on
the command line).

The second thing is a list of name servers.  These should be local to
your ppp provider.  Your network administrator will be able to provide
you with the appropriate addresses and you should use those, not the
ones listed below.  An example file might look like:

----------------------------------------------------------------------
domain cps.msu.edu

#
# Insert local name servers here
#


#
# MSU name servers 
#
nameserver 35.8.2.41
nameserver 35.8.2.41
nameserver 128.247.160.56

----------------------------------------------------------------------

You will need to reboot your computer for the new nameservers to take
effect.


Making startup and shutdown scripts
===================================

By this time, I'm assuming that PPP has been successfully installed.
However, there are a few more steps that you must perform so that
using PPP (now and with future upgrades) will be convenient and easy.
These steps are optional, but they are highly recommended.

Make scripts 'pppup' and 'pppdown' that bring up and shutdown PPP
connections.  There are a number of example scripts that you can copy
and modify.  Reading the man page for 'chat' will help you understand
these scripts. You should note that once these scripts are made, you
probably won't need to change them for future upgrades to PPP.

One note that you should be VERY careful about.  These file are shell
scripts.  This means that the contents are executed in a shell just as
if you had typed them in by hand.  You must make sure that any
characters that are treated specially by the shell (such as < > | \ )
are inside quotation marks ("").  Otherwise, they will be interpreted
by the shell in a manner that is probably to your dislike.  For
example, if your peer sends you a prompt like MSUnet> you must add it
to the chat portion of your script like "MSUnet>".

In order to ensure that these scripts are not removed or modified when
new versions of PPP are installed, you should copy all important
scripts into a new directory.  I suggest /usr/local/ppp/scripts.  This
directory will not be modified during installation. Further, as you
did earlier for the important binaries, you may want to add important
scripts to a directory that is in the default UNIX Search Path.  The
mechanism for doing this is as follows.  Suppose you have a script
'pppup' (found in /usr/local/ppp/scripts) that you want to be
available on your command line.  You could execute the commands:
  /bin/mkdirs -o root -g wheel -m 755 /usr/local/bin
  ln -s /usr/local/ppp/scripts/pppup /usr/local/bin

Once you log out and log back in, this script will be available.  If
you want to be able to call this script from a non-root account, you
need to modify the permission on the file to make it suid root.
Please note that this can be a potential security hazard.  See your
system administrator for more details.

As mentioned above, of particular interest for most people is the
'defaultroute' option to pppd.  If you have a standalone machine, then
all your foreign traffic must go to the peer.  Remember to add the
'defaultroute' option to pppd in your startup scripts if necessary (or
place it in the /etc/ppp/options file).

Troubleshooting
===============

Any time that you have a bug report, please use the included
MailBug.app (in the NeXT directory) to submit an electronic report.
If you don't have email capability, please see the WWW site and use
the bug report form found there.  Please remember to include your 
hardware type and the LKS version number in all reports.  This number
may be found in the file /usr/adm/messages (once the LKS has been
installed). Also, for most questions, it is best to append a copy of
the /usr/adm/pppd.log file.

If you do have troubles, please see the FAQ on:
  http://www.peak.org/next/ppp/


Updates
=======

You may want to join the mailing list for PPP.  This will keep
you informed of new releases and will provide an arena for discussing
problems with the NeXT specific PPP port.  To add yourself to the list
(or for any other administrative requests), send an email message to:
        majordomo@peak.org
with no subject and message body consisting of:
        subscribe nextppp 
(please use your own name ;). To send mail to all the participants on
the list, address your messages to:
       nextppp@peak.org

If you want announcements only, there is a second "announcements only"
list.  To subscribe to this, you may use the alternate body:
        subscribe nextppp-announce 
You don't need to subscribe to both.  All announcements are forwarded
to the regular list.

Security
========

Security issues are not dealt with in this document.  Please
note that the pppd file is installed suid root.  This is a potential
security hazard.


Noted bugs
==========

There have been various problems reported when trying to install LKSs
the way NeXT intended (i.e. placing them in /usr/lib/kern_loader/* and
modifying /etc/kern_loader.conf). The main problem is that if users
have a bad copy of the LKS, the system will panic and will be unable
to boot. So, for the time, it is suggested that you install the package
manually and load the LKS in /etc/rc.local as directed above.


Modem Configuration
===================

It is important to use hardware flow control if you use a high speed
modem. On my supra V.32bis modem, the command to use Hardware Flow
Control is 'AT&K3'.

Also, you will probably want to set your modem so that when the DTR is
dropped, the modem will disconnect.  On my modem the command is
'AT&D2' This setting disables auto-answer so if you want to allow
dialins, you must read your modem manual to determine the correct
setting.


Obtaining the Software by Electronic Mail
-----------------------------------------

Do not send me requests for the software; they will be ignored
(without response).  If you cannot use FTP at all, there is a service
called "ftpmail" available from decwrl.dec.com: you can send e-mail to
this machine and it will use FTP to retrieve files for you and send
you the files back again via e-mail.  To find out more about the
ftpmail service, send a message to "ftpmail@decwrl.dec.com" whose body
consists of the single line "help".


Thanks

Stephen J. Perkins