PORTA
ONE
Porta
SIP
TM
Installation Guide
Maintenance Release 16
www.portaone.com
Porta
SIP
Copyright notice & disclaimers
Copyright © 2000-2008 PortaOne, Inc. All rights reserved
PortaSIP Installation Guide, April 2008
Maintenance Release 16
V1.16.3
Please address your comments and suggestions to: Sales Department,
PortaOne, Inc. Suite #400, 2963 Glen Drive, Coquitlam BC V3B 2P7
Canada.
Changes may be made periodically to the information in this publication.
Such changes will be incorporated in new editions of the guide. The
software described in this document is furnished under a license
agreement, and may be used or copied only in accordance with the terms
thereof. It is against the law to copy the software on any other medium,
except as specifically provided in the license agreement. The licensee may
make one copy of the software for backup purposes. No part of this
publication may be reproduced, stored in a retrieval system, or transmitted
in any form or by any means, electronic, mechanical, photocopied,
recorded or otherwise, without the prior written permission of PortaOne
Inc.
The software license and limited warranty for the accompanying products
are set forth in the information packet supplied with the product, and are
incorporated herein by this reference. If you cannot locate the software
license, contact your PortaOne representative for a copy.
All product names mentioned in this manual are for identification
purposes only, and are either trademarks or registered trademarks of their
respective owners.
(c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.com
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Porta
SIP
Table of Contents
Preface ............................................................................................................................ 3
1.
Introduction ..................................................................................4
Hardware and Software Requirements ............................................................... 5
2.
Installation Process.....................................................................7
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
Step
1: Insert USB Dongle....................................................................................... 8
2: Power-up, Boot Order Setup ................................................................... 8
3: Insert CD-ROM ............................................................................................. 9
4: Launch Installation Process ..................................................................... 9
5: Welcome Screen ........................................................................................ 11
6: Hardware Check......................................................................................... 11
7: STUN Feature and RADIUS Configuration – Parameters ............ 12
8: Network Configuration............................................................................. 13
9: Time Zone Configuration ........................................................................ 14
10: Disk Partitioning - Overview................................................................ 14
11: Disk Partitioning - Choose Disk.......................................................... 14
12: Disk Partitioning, Slice Layout ............................................................ 15
13: Set Up Root Password and User Account ...................................... 15
14: Start Installation...................................................................................... 16
15: Installing Required Applications......................................................... 16
16: Prepare to Reboot................................................................................... 18
17: Check If System Can Reboot to Normal State ............................. 19
18: Prepare System for Transport (Optional)....................................... 20
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Porta
SIP
Preface
This document provides a general overview of the PortaSIP installation
process.
Where to Get the Latest Version of This
Guide
The hard copy of this guide is updated at major releases only, and does
not always contain the latest material on enhancements occurring between
minor releases. The online copy of this guide is always up to date, and
integrates the latest changes to the product. You can access the latest copy
of this guide at: www.portaone.com/support/documentation/
Conventions
This publication uses the following conventions:
ƒ Commands and keywords are given in boldface
ƒ Terminal sessions, console screens, or system file names are displayed
in fixed width font
Caution indicates that the described action might result in program
malfunction or data loss.
NOTE: Notes contain helpful suggestions about or references to materials not
contained in this manual.
Timesaver means that you can save time by performing the action
described in the paragraph.
Tips provide information that might help you solve a problem.
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3
Porta
SIP
Introduction
1. Introduction
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Porta
SIP
Introduction
PortaBilling can potentially run on most modern UNIX operating
systems, assuming these are equipped with such basic items as an ANSI C
compiler. However, it might be difficult for an inexperienced system
administrator to install and configure the operating system in such a way
as to meet all the requirements and provide the best performance.
Installing all the prerequisite software (libraries, Perl modules, SIP proxy
server, B2BUA, RTP proxy etc.) might also be a time-consuming task,
with a high risk of making some hard-to-trace error.
The PortaSIP JumpStart installation CD provides a quick and seamless
way to perform a complete server installation from scratch, in less than 15
minutes. It contains installation media for FreeBSD 6.3, with all the
necessary packages and PortaSIP itself. The standardized installation
procedure also simplifies further system maintenance.
The installation wizard makes use of a text-mode GUI. Use the arrow
keys to change your selection, Tab to move between fields, and Enter to
confirm a choice.
Hardware and Software Requirements
NOTE: If you wish to perform testing to determine whether PortaSwitch can be
installed on a specific server, please use the “Hardware Compatibility” CD provided by
PortaOne.
You can download the CD image from:
http://portaone.com/resources/hw_test/HardwareCompatibilityCD.iso
Burn it to a CD using any CD-writing program, then boot up from this
CD. The PortaSwitch test utility will detect if all of the required
components (e.g. network interface) are available and supported by
FreeBSD.
Recommended Configuration:
PortaSIP:
•
•
•
•
CPU:
basic configuration: Pentium4 2.8GHz
advanced configuration: Pentium4 3GHz
SCSI integrated or add-on hardware RAID controller compatible
with FreeBSD 6.3
RAM: 1GB
Disks:
basic configuration: at least 50GB of the available disk space (RAID:
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Porta
SIP
•
•
•
Introduction
mirroring or RAID5)
advanced configuration: at least 80GB of the available disk space
(RAID: mirroring or RAID5)
Network interface
USB Port
ATAPI or SCSI CD-ROM drive
Please check that the other hardware installed in your server (such as
network adapter, RAID controller, and so on) is supported by FreeBSD.
You can check this at the FreeBSD website: http://www.freebsd.org.
During installation you will be prompted for the network configuration
parameters. Please make a decision regarding these before installation,
consulting your network administrator if necessary. It is possible that you
will have to perform installation while the network is not yet available
(from your office, for example, while the servers will be placed in a server
hosting center), but you will need to enter the correct data anyway. Please
have the following ready:
•
•
•
IP addresses of the PortaBilling100 master server
PortaSIP IP address, subnet mask and address of the default
gateway
DNS server address
If you have a hardware RAID controller in your system, configure the
RAID array. The recommended configurations (depending on the amount
of hard drives in the system) are as follows:
•
•
2 disks – RAID (mirroring)
3 disks – RAID 1 (mirroring) on the first two disks, third one left
as a hot spare
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6
Porta
SIP
Installation Process
2. Installation
Process
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7
Porta
SIP
Installation Process
Step 1: Insert USB Dongle
Before you start the installation, insert the USB dongle provided into one
of the available USB ports. It must remain in place the whole time to
ensure normal system operation.
Step 2: Power-up, Boot Order Setup
Turn on the computer which you plan to use as the server. Enter the
BIOS setup and make sure that:
• the CD-ROM is first in the list of boot devices
• USB support is enabled
If you are installing a dual-server configuration, start your installation with
the master server.
NOTE: This image is only an example. The BIOS on your system might look different.
Save your changes and exit.
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Porta
SIP
Installation Process
Step 3: Insert CD-ROM
While rebooting the system, insert the PortaSIP installation CD into the
CD-ROM drive. If you do not insert it soon enough and get a “no
operating system” error (or a previously installed operating system starts
its boot-up process) then press Reset and ensure that you are booting
from the CD.
Step 4: Launch Installation Process
First, you will be asked to boot from the CD.
You will know that JumpStart installation has begun if you see a screen
similar to the following one:
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Porta
SIP
Installation Process
Before proceeding any further, you will see the following screen:
If you select the first option, installation will start in default mode, which
is suitable for most hardware configurations. However, in some cases,
option 1 will return a device mounting error due to hardware conflicts. In
this case, restart installation and, when you see this screen again, select
options 2, 3 or both to enable/disable APIC/ACPI features.
For example, if you are installing to a computer with an ASUS P4VP-MX
motherboard, you must disable APIC. In this case, select 2 on the screen
above. You will then be shown the disabled features and asked to press 1
or Enter to proceed, as shown in the screen below:
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Porta
SIP
Installation Process
Step 5: Welcome Screen
Next, the installation process starts. First you will see the PortaSIP
welcome screen:
Press Enter to continue.
Step 6: Hardware Check
Next, the system will check your server’s hardware components, such as
CPU, memory, network card and USB controller.
If the hardware test detects a failure, an output message is generated
indicating what exactly went wrong when failure occurred.
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Porta
SIP
Installation Process
Step 7: STUN Feature and RADIUS
Configuration – Parameters
If you set the STUN feature, you should have two IP addresses ready for
network configuration. You can set the checkbox for the STUN feature
using the space bar.
Parameter
RADIUS server
RADIUS secret
RADIUS auth
port
RADIUS acct
port
RADIUS
retransmission
interval
RADIUS
retransmission
count
Description
IP address of the PB100 master host.
Authentication key for all radius interactions; select
a password and write it down, as you will need to
enter it later when adding the PortaSIP node to
your PB100 system.
Number of the UDP port on which your
PortaBilling100 accepts authorization requests.
Number of the UDP port on which your
PortaBilling100 accepts accounting requests.
Number of seconds to wait for a reply before
retransmitting a RADIUS request.
Maximum number of retransmissions.
NOTE: Only RADIUS server and RADIUS key are mandatory parameters. You can
simply leave the default values for the last four parameters.
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Porta
SIP
Installation Process
Step 8: Network Configuration
Fill in the appropriate fields for network configuration in this menu.
Use the space bar to set the check box for Interfaces and DHCP. Use the
Tab key to proceed to the next field. If you have multiple interfaces, set at
least one of the interfaces on which your machine connects to the
Internet. If you do not use DHCP, unset this box. You can leave the alias
and ifconfig(8) flags field empty.
However, if you set the STUN feature in the previous screen, you must
fill in the alias IP field for the selected interface, or choose a secondary
interface and fill in the IPv4 address for it. If you fail to do so, you will be
prompted to reconfigure the network as shown below:
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Porta
SIP
Installation Process
Step 9: Time Zone Configuration
Proper adjustment of your clock and time zone is essential in order to
achieve accurate billing. Usually people choose the time zone where the
server is physically located, or the one which is local to the majority of
system administrators.
Step 10: Disk Partitioning - Overview
Now you must allocate the hard drive partitions where FreeBSD and
PortaSIP will be installed. If you have only one hard drive in your system,
or have configured your available disks as a single volume array, go to step
12 directly. Otherwise, choose the designated disk in step 11.
Step 11: Disk Partitioning - Choose Disk
If you have more than one disk in your system, you will have to choose
which disk you would like to create the FreeBSD partitions on. If in
doubt, choose the first disk in the list.
NOTE: Installation is always performed on a single disk. If you want to utilize multiple
drives (e.g. install the DB on a separate disk), this can be done after installation.
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Porta
SIP
Installation Process
Step 12: Disk Partitioning, Slice Layout
You will be prompted to enter or choose the slice sizes for holding
different file systems. The default settings are OK in most cases.
Step 13: Set Up Root Password and User
Account
Choosing the super user password is very important, as you will need it to
perform system administration or system recovery. Choose a password
which is difficult to guess or crack. Add another user account especially
for remote administration.
.
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Porta
SIP
Installation Process
Step 14: Start Installation
Your confirmation is required before the disk layout is changed and the
partitions reformatted. Press Enter to proceed.
Step 15: Installing Required Applications
When installation starts, you will see a screen similar to the one below. At
this step, the installation program will install all the required third-party
applications, such as MySQL client and PortaSIP software. This step may
take 5-10 minutes.
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Porta
SIP
Installation Process
During installation you will be asked to enable SIP features on your
PortaBilling web interface.
If you select Yes on the screen above and do not have IP connectivity to
the PortaBilling slave machine, you will be prompted by the following
screen. Choose No to proceed if you do not have such connectivity.
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Porta
SIP
Installation Process
The installation continues, and you may follow its progress:
Step 16: Prepare to Reboot
When installation has finished and you reach the following screen, press
Reboot. After the system has begun its reboot process, remove the
installation CD from the CD-ROM.
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18
Porta
SIP
Installation Process
NOTE: Do not forget to enter BIOS again and change the priority of the boot devices
so that the hard drive will be attempted first. (This ensures a quicker reboot when
recycling the server.)
Step 17: Check If System Can Reboot to
Normal State
It is good to make sure that the system is in a stable state, and that it
returns to normal operations without intervention on reboot, especially if
there is no keyboard or other peripheral attached. Following a normal
reboot, the screen should look like this:
Press Ctrl + Alt +Del if you need to reboot.
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Porta
SIP
Installation Process
Step 18: Prepare System for Transport
(Optional)
If you need to transport the system to another location (e.g. hosting
center), or otherwise power down the system safely, proceed as follows:
• Wait until the system finishes booting
• Log in as root
• Type shutdown -p now
• Wait until either the system powers down on its own or the “The
operating system has halted” message appears, and then power off
the server.
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