Mailtrain and all required dependencies (including MySQL). The installation script assumes a somewhat blank server, so if this is a machine you are already using for something else, you might want to skip the automatic install and proceed manually.
Navigate to http://yourdomain.com where yourdomain.com is the address of your server. Click on the Sign In link in the right top corner of the page. Authenticate with the following credentials:
* Username: **admin**
* Password: **test**
Once authenticated, click on your username in the right top corner of the page and select "Account". Now you should be able to change your default password.
##### 2. Update page configuration
If signed in navigate to http://yourdomain.com/settings and check that all email addresses and domain names are correct. Mailtrain default installation comes bundled with [ZoneMTA](https://github.com/zone-eu/zone-mta), so you should be able to send out messages right away. ZoneMTA even handles a lot of bounces (not all kind of bounces though) automatically so you do not have to change anything in the SMTP settings to get going.
##### 3. Set up SPF
If you are using the bundled ZoneMTA then you need to add your Mailtrain host to the SPF DNS record of your sending domain. So if you are sending messages as "info@example.com" then the domain "example.com" should have a SPF DNS record that points to the IP address or hostname of your Mailtrain host. Everything should work without the SPF record but setting it up correctly improves the deliverability a lot.
##### 4. Set up DKIM
If you are using the bundled ZoneMTA then you can provide a DKIM key to sign all outgoing messages. If you have a DKIM key set for domain "example.com" with selector "mailtrain", then store the private key to folder /opt/zone-mta/keys as "example.com.mailtrain.pem" (thats sending hostname + "." + seclector + ".pem"). Everything should work without the DKIM signatures but setting it up correctly improves the deliverability a lot.
##### 4. Set up VERP
The bundled ZoneMTA can already handle a large amount of bounces if you use it to deliver messages but not all - namely such bounces that happen *after* the recipient MX accepts the message for local delivery. This might happen for example when a user exists, so the MX accepts the message but the quota for that user is checked only when actually storing the message to users' mailbox. Then a bounce message is generated and sent to the original sender which in your case is the mail address you are sending your list messages from. You can catch these messages and mark such recipients manually as bounced but alternatively you can set up a VERP based bounce handler that does this automatically. In this case the sender on the message envelope would not be your actual address but a rewritten bounce address that points to your Mailtrain installation.
To set it up you need to create an additonal DNS MX entry for a bounce domain, eg "bounces.example.com" if you are sending from "example.com". This entry should point to your Mailtrain server IP address. Next you should enable the VERP handling in Mailtrain Settings page.
> As ZoneMTA uses envelope sender as the default for DKIM addresses, then if using VERP you need to set up DKIM to your bounce domain instead of sender domain and also store the DKIM key as "bouncedomain.selector.pem" in the ZoneMTA key folder.
If you do not use VERP with ZoneMTA then you should get notified most of the bounces so everything should mostly work without it
##### 4. Set up proper PTR record
If you are using the bundled ZoneMTA then you should make sure you are using a proper PTR record for your server. For example if you use DigitalOcean then PTR is set automatically (it's the droplet name, so make sure your droplet name is the same as the domain name you are running Mailtrain from). If you use AWS then you can request setting up PTR records using [this form](https://portal.aws.amazon.com/gp/aws/html-forms-controller/contactus/ec2-email-limit-rdns-request) (requires authentication). Everything should work without the PTR record but setting it up correctly improves the deliverability a lot.
* Replace old files with new ones by running in the Mailtrain folder `git pull origin master` if you used Git to set Mailtrain up or just download [new files](https://github.com/andris9/mailtrain/archive/master.zip) and replace old ones with these
Some servers expose custom port and hostname options through environment variables. To support these, create a new configuration file `config/local.js`:
```
module.exports = {
www: {
port: process.env.OPENSHIFT_NODEJS_PORT,
host: process.env.OPENSHIFT_NODEJS_IP
}
};
```
Mailtrain uses [node-config](https://github.com/lorenwest/node-config) for configuration management and thus the config files are loaded in the following order:
1. default.toml
2. {NODE_ENV}.toml (eg. development.toml or production.toml)
* **SparkPost** – use `http://domain/webhooks/sparkpost` as the webhook URL for bounces and complaints ([instructions](https://github.com/andris9/mailtrain/wiki/Setting-up-Webhooks-for-SparkPost))
* **SendGrid** – use `http://domain/webhooks/sendgrid` as the webhook URL for bounces and complaints ([instructions](https://github.com/andris9/mailtrain/wiki/Setting-up-Webhooks-for-SendGrid))
* **Mailgun** – use `http://domain/webhooks/mailgun` as the webhook URL for bounces and complaints ([instructions](https://github.com/andris9/mailtrain/wiki/Setting-up-Webhooks-for-Mailgun))
Additionally Mailtrain (v1.1+) is able to use VERP-based bounce handling. This would require to have a compatible SMTP relay (the services mentioned above strip out or block VERP addresses in the SMTP envelope) and you also need to set up special MX DNS name that points to your Mailtrain installation server.
If using VERP with iRedMail, see [this post](http://www.iredmail.org/forum/post49325.html#p49325) for correct configuration as iRedMail blocks by default senders that do not match authentication username (VERP address and user account address are different).
There is a built in /dev/null server in Mailtrain that you can use to load test your installation. Check the `[testserver]` section in the configuration file for details. By default the test server is disabled. The server uses only cleartext connections, so select "Do not use encryption" in the encryption settings when setting up the server data in Mailtrain.
Additionally you can generate CSV import files with fake subscriber data:
```
node setup/fakedata.js > somefile.csv
```
This command generates a CSV file with 100 000 subscriber accounts
