1 $Cambridge: exim/src/README.UPDATING,v 1.13 2006/09/25 11:25:37 ph10 Exp $
3 This document contains detailed information about incompatibilities that might
4 be encountered when upgrading from one release of Exim to another. The
5 information is in reverse order of release numbers. Mostly these are relatively
6 small points, and the configuration file is normally upwards compatible, but
7 there have been two big upheavals...
10 **************************************************************************
11 * There was a big reworking of the way mail routing works for release *
12 * 4.00. Previously used "directors" were abolished, and all routing is *
13 * now done by routers. Policy controls for incoming mail are now done by *
14 * Access Control Lists instead of separate options. All this means that *
15 * pre-4.00 configuration files have to be massively converted. If you *
16 * are coming from a 3.xx release, please read the document in the file *
17 * doc/Exim4.upgrade, and allow some time to complete the upgrade. *
19 * There was a big reworking of the way domain/host/net/address lists are *
20 * handled at release 3.00. If you are coming from a pre-3.00 release, it *
21 * might be easier to start again from a default configuration. Otherwise *
22 * you need to read doc/Exim3.upgrade and do a double conversion of your *
23 * configuration file. *
24 **************************************************************************
27 The rest of this document contains information about changes in 4.xx releases
28 that might affect a running system.
34 1. Callouts were setting the name used for EHLO/HELO from $smtp_active_
35 hostname. This is wrong, because it relates to the incoming message (and
36 probably the interface on which it is arriving) and not to the outgoing
37 callout (which could be using a different interface). This has been
38 changed to use the value of the helo_data option from the smtp transport
39 instead - this is what is used when a message is actually being sent. If
40 there is no remote transport (possible with a router that sets up host
41 addresses), $smtp_active_hostname is used. This change is mentioned here in
42 case somebody is relying on the use of $smtp_active_hostname.
48 When an SMTP error message is specified in a "message" modifier in an ACL, or
49 in a :fail: or :defer: message in a redirect router, Exim now checks the start
50 of the message for an SMTP error code. This consists of three digits followed
51 by a space, optionally followed by an extended code of the form n.n.n, also
52 followed by a space. If this is the case and the very first digit is the same
53 as the default error code, the code from the message is used instead. If the
54 very first digit is incorrect, a panic error is logged, and the default code is
55 used. This is an incompatible change, but it is not expected to affect many (if
56 any) configurations. It is possible to suppress the use of the supplied code in
57 a redirect router by setting the smtp_error_code option false. In this case,
58 any SMTP code is quietly ignored.
64 1. The default number of ACL variables of each type has been increased to 20,
65 and it's possible to compile Exim with more. You can safely upgrade to this
66 release if you already have messages on the queue with saved ACL variable
67 values. However, if you downgrade from this release with messages on the queue,
68 any saved ACL values they may have will be lost.
70 2. The default value for rfc1413_query_timeout has been changed from 30s to 5s.
76 There was a problem with 4.52/TF/02 in that a "name=" option on control=
77 submission terminated at the next slash, thereby not allowing for slashes in
78 the name. This has been changed so that "name=" takes the rest of the string as
79 its data. It must therefore be the last option.
85 If you are using the experimental Domain Keys support, you must upgrade to
86 at least libdomainkeys 0.67 in order to run this release of Exim.
92 1. The format in which GnuTLS parameters are cached (in the file gnutls-params
93 in the spool directory) has been changed. The new format can also be generated
94 externally, so it is now possible to update the values from outside Exim. This
95 has been implemented in an upwards, BUT NOT downwards, compatible manner.
96 Upgrading should be seamless: when Exim finds that it cannot understand an
97 existing cache file, it generates new parameters and writes them to the cache
98 in the new format. If, however, you downgrade from 4.51 to a previous release,
99 you MUST delete the gnutls-params file in the spool directory, because the
100 older Exim will not recognize the new format.
102 2. When doing a callout as part of verifying an address, Exim was not paying
103 attention to any local part prefix or suffix that was matched by the router
104 that accepted the address. It now behaves in the same way as it does for
105 delivery: the affixes are removed from the local part unless
106 rcpt_include_affixes is set on the transport. If you have a configuration that
107 uses prefixes or suffixes on addresses that could be used for callouts, and you
108 want the affixes to be retained, you must make sure that rcpt_include_affixes
109 is set on the transport.
111 3. Bounce and delay warning messages no longer contain details of delivery
112 errors, except for explicit messages (e.g. generated by :fail:) and SMTP
113 responses from remote hosts.
119 The exicyclog script has been updated to use three-digit numbers in rotated log
120 files if the maximum number to keep is greater than 99. If you are already
121 keeping more than 99, there will be an incompatible change when you upgrade.
122 You will probably want to rename your old log files to the new form before
123 running the new exicyclog.
129 RFC 3848 specifies standard names for the "with" phrase in Received: header
130 lines when AUTH and/or TLS are in use. This is the "received protocol"
131 field. Exim used to use "asmtp" for authenticated SMTP, without any
132 indication (in the protocol name) for TLS use. Now it follows the RFC and
133 uses "esmtpa" if the connection is authenticated, "esmtps" if it is
134 encrypted, and "esmtpsa" if it is both encrypted and authenticated. These names
135 appear in log lines as well as in Received: header lines.
141 Change 4.31/2 gave problems to data ACLs and local_scan() functions that
142 expected to see a Received: header. I have changed to yet another scheme. The
143 Received: header is now generated after the body is received, but before the
144 ACL or local_scan() is called. After they have run, the timestamp in the
145 Received: header is updated.
147 Thus, change (a) of 4.31/2 has been reversed, but change (b) is still true,
148 which is lucky, since I decided it was a bug fix.
154 If an expansion in a condition on a "warn" statement fails because a lookup
155 defers, the "warn" statement is abandoned, and the next ACL statement is
156 processed. Previously this caused the whole ACL to be aborted.
162 Change 4.31/2 has been reversed, as it proved contentious. Recipient callout
163 verification now uses <> in the MAIL command by default, as it did before. A
164 new callout option, "use_sender", has been added to request the other
171 1. If you compile Exim to use GnuTLS, it now requires the use of release 1.0.0
172 or greater. The interface to the obsolete 0.8.x releases is no longer
173 supported. There is one externally visible change: the format for the
174 display of Distinguished Names now uses commas as a separator rather than a
175 slash. This is to comply with RFC 2253.
177 2. When a message is received, the Received: header line is now generated when
178 reception is complete, instead of at the start of reception. For messages
179 that take a long time to come in, this changes the meaning of the timestamp.
180 There are several side-effects of this change:
182 (a) If a message is rejected by a DATA or non-SMTP ACL, or by local_scan(),
183 the logged header lines no longer include the local Received: line,
184 because it has not yet been created. If the message is a non-SMTP one,
185 and the error is processed by sending a message to the sender, the copy
186 of the original message that is returned does not have an added
189 (b) When a filter file is tested using -bf, no additional Received: header
190 is added to the test message. After some thought, I decided that this
193 The contents of $received_for are not affected by this change. This
194 variable still contains the single recipient of a message, copied after
195 addresses have been rewritten, but before local_scan() is run.
197 2. Recipient callout verification, like sender verification, was using <> in
198 the MAIL FROM command. This isn't really the right thing, since the actual
199 sender may affect whether the remote host accepts the recipient or not. I
200 have changed it to use the actual sender in the callout; this means that
201 the cache record is now keyed on a recipient/sender pair, not just the
202 recipient address. There doesn't seem to be a real danger of callout loops,
203 since a callout by the remote host to check the sender would use <>.
209 1. I have abolished timeout_DNS as an error that can be detected in retry
210 rules, because it has never worked. Despite the fact that it has been
211 documented since at least release 1.62, there was no code to support it.
212 If you have used it in your retry rules, you will now get a warning message
213 to the log and panic log. It is now treated as plain "timeout".
215 2. After discussion on the mailing list, Exim no longer adds From:, Date:, or
216 Message-Id: header lines to messages that do not originate locally, that is,
217 messages that have an associated sending host address.
219 3. When looking up a host name from an IP address, Exim now tries the DNS
220 first, and only if that fails does it use gethostbyaddr() (or equivalent).
221 This change was made because on some OS, not all the names are given for
222 addresses with multiple PTR records via the gethostbyaddr() interface. The
223 order of lookup can be changed by setting host_lookup_order.
229 1. The new FIXED_NEVER_USERS build-time option creates a list of "never users"
230 that cannot be overridden. The default in the distributed EDITME is "root".
231 If for some reason you were (against advice) running deliveries as root, you
232 will have to ensure that FIXED_NEVER_USERS is not set in your
235 2. The ${quote: operator now quotes an empty string, which it did not before.
237 3. Version 4.23 saves the contents of the ACL variables with the message, so
238 that they can be used later. If one of these variables contains a newline,
239 there will be a newline character in the spool that will not be interpreted
240 correctely by a previous version of Exim. (Exim ignores keyed spool file
241 items that it doesn't understand - precisely for this kind of problem - but
242 it expects them all to be on one line.)
244 So the bottom line is: if you have newlines in your ACL variables, you
245 cannot retreat from 4.23.
251 1. The idea of the "warn" ACL verb is that it adds a header or writes to the
252 log only when "message" or "log_message" are set. However, if one of the
253 conditions was an address verification, or a call to a nested ACL, the
254 messages generated by the underlying test were being passed through. This
255 no longer happens. The underlying message is available in $acl_verify_
256 message for both "message" and "log_message" expansions, so it can be
257 passed through if needed.
259 2. The way that the $h_ (and $header_) expansions work has been changed by the
260 addition of RFC 2047 decoding. See the main documentation (the NewStuff file
261 until release 4.30, then the manual) for full details. Briefly, there are
264 $rh_xxx: and $rheader_xxx: give the original content of the header
265 line(s), with no processing at all.
267 $bh_xxx: and $bheader_xxx: remove leading and trailing white space, and
268 then decode base64 or quoted-printable "words" within the header text,
269 but do not do charset translation.
271 $h_xxx: and $header_xxx: attempt to translate the $bh_ string to a
272 standard character set.
274 If you have previously been using $h_ expansions to access the raw
275 characters, you should change to $rh_ instead.
277 3. When Exim creates an RFC 2047 encoded word in a header line, it labels it
278 with the default character set from the headers_charset option instead of
279 always using iso-8859-1.
281 4. If TMPDIR is defined in Local/Makefile (default in src/EDITME is
282 TMPDIR="/tmp"), Exim checks for the presence of an environment variable
283 called TMPDIR, and if it finds it is different, it changes its value.
285 5. Following a discussion on the list, the rules by which Exim recognises line
286 endings on incoming messages have been changed. The -dropcr and drop_cr
287 options are now no-ops, retained only for backwards compatibility. The
288 following line terminators are recognized: LF CRLF CR. However, special
289 processing applies to CR:
291 (i) The sequence CR . CR does *not* terminate an incoming SMTP message,
292 nor a local message in the state where . is a terminator.
294 (ii) If a bare CR is encountered in a header line, an extra space is added
295 after the line terminator so as not to end the header. The reasoning
296 behind this is that bare CRs in header lines are most likely either
297 to be mistakes, or people trying to play silly games.
299 6. The code for using daemon_smtp_port, local_interfaces, and the -oX options
300 has been reorganized. It is supposed to be backwards compatible, but it is
301 mentioned here just in case I've screwed up.
308 1. I have tidied and re-organized the code that uses alarm() for imposing time
309 limits on various things. It shouldn't affect anything, but if you notice
310 processes getting stuck, it may be that I've broken something.
312 2. The "arguments" log selector now also logs the current working directory
315 3. An incompatible change has been made to the appendfile transport. This
316 affects the case when it is used for file deliveries that are set up by
317 .forward and filter files. Previously, any settings of the "file" or
318 "directory" options were ignored. It is hoped that, like the address_file
319 transport in the default configuration, these options were never in fact set
320 on such transports, because they were of no use.
322 Now, if either of these options is set, it is used. The path that is passed
323 by the router is in $address_file (this is not new), so it can be used as
324 part of a longer path, or modified in any other way that expansion permits.
326 If neither "file" nor "directory" is set, the behaviour is unchanged.
328 4. Related to the above: in a filter, if a "save" command specifies a non-
329 absolute path, the value of $home/ is pre-pended. This no longer happens if
330 $home is unset or is set to an empty string.
332 5. Multiple file deliveries from a filter or .forward file can never be
333 batched; the value of batch_max on the transport is ignored for file
334 deliveries. I'm assuming that nobody ever actually set batch_max on the
335 address_file transport - it would have had odd effects previously.
337 6. DESTDIR is the more common variable that ROOT for use when installing
338 software under a different root filing system. The Exim install script now
339 recognizes DESTDIR first; if it is not set, ROOT is used.
341 7. If DESTDIR is set when installing Exim, it no longer prepends its value to
342 the path of the system aliases file that appears in the default
343 configuration (when a default configuration is installed). If an aliases
344 file is actually created, its name *does* use the prefix.
350 1. The default for the maximum number of unknown SMTP commands that Exim will
351 accept before dropping a connection has been reduced from 5 to 3. However, you
352 can now change the value by setting smtp_max_unknown_commands.
354 2. The ${quote: operator has been changed so that it turns newline and carriage
355 return characters into \n and \r, respectively.
357 3. The file names used for maildir messages now include the microsecond time
358 fraction as well as the time in seconds, to cope with systems where the process
359 id can be re-used within the same second. The format is now
361 <time>.H<microsec>P<pid>.<host>
363 This should be a compatible change, but is noted here just in case.
365 4. The rules for creating message ids have changed, to cope with systems where
366 the process id can be re-used within the same second. The format, however, is
367 unchanged, so this should not cause any problems, except as noted in the next
370 5. The maximum value for localhost_number has been reduced from 255 to 16, in
371 order to implement the new message id rules. For operating systems that have
372 case-insensitive file systems (Cygwin and Darwin), the limit is 10.
374 6. verify = header_syntax was allowing unqualified addresses in all cases. Now
375 it allows them only for locally generated messages and from hosts that match
376 sender_unqualified_hosts or recipient_unqualified_hosts, respectively.
378 7. For reasons lost in the mists of time, when a pipe transport was run, the
379 environment variable MESSAGE_ID was set to the message ID preceded by 'E' (the
380 form used in Message-ID: header lines). The 'E' has been removed.
386 1. The handling of lines in the configuration file has changed. Previously,
387 macro expansion was applied to logical lines, after continuations had been
388 joined on. This meant that it could not be used in .include lines, which are
389 handled as physical rather than logical lines. Macro expansion is now done on
390 physical lines rather than logical lines. This means there are two
393 (a) A macro that expands to # to turn a line into a comment now applies only
394 to the physical line where it appears. Previously, it would have caused
395 any following continuations also to be ignored.
397 (b) A macro name can no longer be split over the boundary between a line and
398 its continuation. Actually, this is more of a bug fix. :-)
400 2. The -D command line option must now all be within one command line item.
401 This makes it possible to use -D to set a macro to the empty string by commands
407 Previously, these items would have moved on to the next item on the command
408 line. To include spaces in a macro definition item, quotes must be used, in
409 which case you can also have spaces after -D and surrounding the equals. For
412 exim '-D ABC = something' ...
414 3. The way that addresses that redirect to themselves are handled has been
415 changed, in order to fix an obscure bug. This should not cause any problems
416 except in the case of wanting to go back from a 4.11 (or later) release to an
417 earlier release. If there are undelivered messages on the spool that contain
418 addresses which redirect to themselves, and the redirected addresses have
419 already been delivered, you might get a duplicate delivery if you revert to an
422 4. The default way of looking up IP addresses for hosts in the manualroute and
423 queryprogram routers has been changed. If "byname" or "bydns" is explicitly
424 specified, there is no change, but if no method is specified, Exim now behaves
427 First, a DNS lookup is done. If this yields anything other than
428 HOST_NOT_FOUND, that result is used. Otherwise, Exim goes on to try a call to
429 getipnodebyname() (or gethostbyname() on older systems) and the result of the
430 lookup is the result of that call.
432 This change has been made because it has been discovered that on some systems,
433 if a DNS lookup called via getipnodebyname() times out, HOST_NOT_FOUND is
434 returned instead of TRY_AGAIN. Thus, it is safest to try a DNS lookup directly
435 first, and only if that gives a definite "no such host" to try the local
438 5. In fixing the minor security problem with pid_file_path, I have removed some
439 backwards-compatible (undocumented) code which was present to ease conversion
440 from Exim 3. In Exim 4, pid_file_path is a literal; in Exim 3 it was allowed to
441 contain "%s", which was replaced by the port number for daemons listening on
442 non-standard ports. In Exim 4, such daemons do not write a pid file. The
443 backwards compatibility feature was to replace "%s" by nothing if it occurred
444 in an Exim 4 setting of pid_file_path. The bug was in this code. I have solved
445 the problem by removing the backwards compatibility feature. Thus, if you still
446 have "%s" somewhere in a setting of pid_file_path, you should remove it.
448 6. There has been an extension to lsearch files. The keys in these files may
449 now be quoted in order to allow for whitespace and colons in them. This means
450 that if you were previously using keys that began with a doublequote, you will
451 now have to wrap them with extra quotes and escape the internal quotes. The
452 possibility that anybody is actually doing this seems extremely remote, but it
453 is documented just in case.
459 The build-time parameter EXIWHAT_KILL_ARG has been renamed EXIWHAT_KILL_SIGNAL
460 to better reflect its function. The OS-specific files have been updated. Only
461 if you have explicitly set this in your Makefile (highly unlikely) do you need
git://git.exim.org / exim.git / blob