procmail
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Re: More info

1997-01-28 05:29:09
mjm(_at_)netins(_dot_)net seems to have said:


Hi,

I would like to learn some more about using procmail.  The instructions on 
our ISP's unix (worf.netins.net) had too many unfimilar abbreviated letters 
and symbols, too many that I was lost in reading instructions.

Hopefully, your set of procmail information is suitable to read and follow by 
any unix newbie.  

Thanks in advance,
Mike Moore
Iowa, USA  


        Mike,

        Here's my newly revised "Entry Level Mini-Tutorial" on procmail.

        Please try it out and let me know about any questions it 
        leaves unanswered or any confusion it generates.

        Mail Automation with Procmail: A Mini-Tutorial
                by Jim Dennis, Proprietor, 
                   Starshine Technical Services

        procmail is the mail processing utility language
        written by Stephen van den Berg of Germany.
        This article provides a bit of background for
        the intermediate Unix user on how to use procmail.

        As a "little" language (to use the academic term)
        procmail lacks many of the features and constructs
        of traditional, general-purpose languages.  It has
        no "while" or "for" loops.  However it "knows"
        alot about Unix mail delivery conventions and 
        file/directory permissions -- and in particular 
        about file locking.

        Although it is possible to write a custom mail
        filtering script in any programming language
        using the facilities installed on most Unix
        systems -- we'll show that procmail is the tool
        of choice among sysadmins and advanced Unix 
        users.

        Unix mail systems consist of MTA's (mail 
        transport agents like sendmail, smail, qmail
        mmdf etc), MDA's (delivery agents like
        sendmail, deliver, and procmail), and MUA's
        (user agents like elm, pine, /bin/mail, mh,
        Eudora, and Pegasus).

        On most Unix systems on the Internet sendmail
        is used as an integrated transport and delivery
        agent.  sendmail and compatible MTA's have the 
        ability to dispatch mail *through* a 
        custom filter or program through either of 
        two mechanisms: aliases and .forwards.  
        
        The aliases mechanism uses a single file
        (usually /etc/aliases or /usr/lib/aliases)
        to redirect mail.  This file is owned and 
        maintained by the system administrator.
        Therefore you (as a user) can't modify it.

        The ".forward" mechanism is decentralized.
        Each user on a system can create a file
        in their home directory named .forward
        and consisting of an address, a filename,
        or a program (filter).  Usually the file 
        *must* be owned by the user or root and 
        *must not* be "writeable" by other users 
        (good versions of sendmail check these factors 
        for security reasons).  
        
        It's also possible, with some versions of 
        sendmail, for you to specify multiple addresses,
        programs, or files, separated with commas.  However
        we'll skip the details of that.

        You could forward your mail through any 
        arbitrary program with a .forward that consisted
        of a line like:

        "|$HOME/bin/your.program -and some arguments"

        Note the quotes and the "pipe" character. They are
        required.

        "Your.program" could be a Bourne shell script,
        an awk or perl script, a compiled C program or 
        any other sort of filter you wanted to write.

        However "your.program" would have to be written to 
        handle a plethora of details about how sendmail would 
        pass the messages (headers and body) to it, how you would 
        return values to sendmail, how you'd handle file locking 
        (in case mail came in while "your.program" was still 
        processing one, etc).  

        That's what procmail gives us.

        What I've discussed so far is the general information
        that applies to all sendmail compatible MTA/MDA's.

        So, to ensure that mail is passed to procmail for 
        processing the first step is to create the .forward
        file.  (This is safe to do before you do any configuration
        of procmail itself -- assuming that the package's binaries
        are installed).  Here's the canonical example, pasted from
        the procmail man pages:

        "|IFS=' '&&exec /usr/local/bin/procmail -f-||exit 75 #YOUR_USERNAME"

        This seems awfully complicated compared to my
        earlier example.  That's because my example was
        flawed for simplicity's sake.

        What this mess means to sendmail (paraphrasing into
        English) is:

                Pipe the mail to the following command(s):

                Set the shell's "inter-field seperator" (IFS) 
                to a space, and -- if that went O.K. (&&) execute
                the program named "/usr/local/bin/procmail"

                (yours may need to be different -- try the 
                command 'which procmail' to see if it's
                on the path or 'locate procmail' if your 
                system maintains a file locator database).

                The procmail program is being passed a 
                set of switches: "-f-" which tells it to
                "update timestamp in the leading the 'From'
                line in the header"

                (this last bit is rather obscure and has
                to do with how messages are normally 
                stored in your "incoming" or mail file
                or "spool" as we Unix hacks like to call it).

                The next part of this .forward command is
                the Bourne shell's "||" operator which is
                basically a continuation from the "and" 
                (&&) operator that we used before.  It
                says "or" (if that command didn't work --
                i.e. it returned any error) than "exit"
                (stop processing) and return an error
                number 75 (which we presume is meaningful
                to sendmail -- the program that called
                this command).

                The last part of this .forward expression
                is a comment which according to the man
                pages:

             "is not actually a parameter that is required by proc-
             mail,  in fact, it will be discarded by sh before procmail
             ever sees it; it is however  a  necessary  kludge  against
             overoptimising sendmail programs:"

        You should just change the phrase YOUR_NAME
        to your login name on that system.

        This complicated line can be just pasted into most
        .forward files, minimally edited and forgotten.

        If you did this and nothing else your mail would
        basically be unaffected.  procmail would just 
        look for its default recipe file (.procmailrc) and
        finding none -- it would perform its default action
        on each messages.  In other words it would append new 
        messages into your normal spool file.

        If your ISP uses procmail as its local delivery
        agent then you can skip the whole part of about
        using the .forward file -- or you can use it anyway.

        In either event the next step to automating your
        mail handling is to create a .procmailrc file in 
        your home directory.  You could actually call 
        this file anything you wanted -- but then you'd
        have to slip the name explicitly into the .forward
        file (right before the "||" operator).  Almost 
        everyone just uses the default.

        Now we can get to a specific example.  So far all
        we've talked about it how everything gets routed
        to procmail -- which mostly involves sendmail and 
        the Bourne shell's syntax.  Almost all sendmail's
        are configured to use /bin/sh (the Bourne shell)
        to interpret alias and .forward "pipes."

        So, here's a very simple .procmailrc file:

                :0c:
                $HOME/mail.backup

        This just appends an extra copy of all incoming 
        mail to a file named "mail.backup" in your 
        home directory.

        Note that a bunch of environment variables are preset
        for you.  It's been suggested that you should
        explicity set SHELL=/bin/sh (or the closest 
        derivative to Bourne Shell available on your system).
        I've never had to worry about that since the shell's
        I use on most systems are already Bourne compatible.
                
        However, csh and other shell users should take note
        that all of the procmail recipe examples that I've 
        ever seen use Bourne syntax. 

        The :0  line marks the beginning of a "recipe"
        (procedure, clause, whatever.  :0 can be followed
        be any of a number of "flags."  There is a literally
        dizzying number of ways to combine these flags.  The
        one flag we're using in this example is 'c' for 
        "copy."  

        You might ask why the recipe starts with a :0.
        Historically you used to use :x (where x was a
        number).  This was a hint to procmail that the
        next x lines were conditions for this recipe.  Later,
        the option was added to precede conditions with a
        leading asterisk -- so they didn't have to be manually
        counted.  :0 then came to mean something like:
        "count them yourself."

        The second colon on this line marks the end of 
        the flags and the beginning of the name for a 
        lockfile.  Since no name is given procmail will
        pick one automatically.

        This bit is a little complicated.  Mail might arrive
        in bursts.  If a new message arrives while your script
        is still busy processing the last message -- you'll
        have multiple sendmail processes.  Each will be dealing
        with one message.  This isn't a problem by itself.
        However -- if the two processes might try to write
        into one file at the same time they are likely to 
        get jumbled in unpredictable ways (the result will 
        not be a properly formatted mail folder).  

        So we hint to procmail that it will need the check
        for and create a lockfile.  In this particular case
        we don't care what the name of the lock file would 
        be (since we're not going to have *other* programs
        writing into the backup file).  So we leave the 
        last field (after the colon) blank.  procmail will
        then select its own lockfile name.

        If we leave the : off of the recipe header line 
        (ommitting the last field entirely) then no lockfile 
        is used.  

        This is appropriate whenever we intend to only 
        read from the files in the recipe -- or in cases 
        where we intend to only write short, single line
        entries to a file in no particular order (like
        log file entries).

        The way procmail works is: 

        It receives a single message from sendmail
        (or some sendmail compatible MTA/MDA).  There
        may be several procmail processing running 
        currently since new messages may be coming 
        in faster than they are being processed.

        It opens its recipe file (.procmailrc by default
        or specified on its command line) and parses
        each recipe from the first to the last
        until a message has been "delivered" (or 
        "disposed of" as the case may be).  

        Any recipe can be a "disposition" or "delivery" 
        of the message.  As soon as a message is 
        "delivered" then procmail closes its files, removes 
        its locks and exits.

        If procmail reaches the end of it's rc file
        (and thus all of the INCLUDE'd files) without
        "disposing" of the message -- than the message
        is appended to your spool file (which looks
        like a normal delivery to you and all of your
        "mail user agents" like Eudora, elm, etc).

        This explains why procmail is so forgiving
        if you have *no* .procmailrc.  It simply
        delivers your message to the spool because
        it has reached the end of all it's recipes
        (there were none).

        The 'c' flag causes a recipe to work on a "copy"
        of the message -- meaning that any actions
        taken by that recipe are not considered to be
        "dispositions" of the message.  

        Without the 'c' flag this recipe would catch 
        all incoming messages, and all your mail would 
        end up in mail.backup.  None of it would get 
        into your spool file and none of the other recipes 
        would be parsed.

        The next line in this sample recipe is simply
        a filename.  Like sendmail's aliases and .forward
        files -- procmail recognizes three sorts of 
        disposition to any message.  You can append it 
        to a file, forward it to some other mail address,
        or filter it through a program.  

        Actually there is one special form of "delivery" 
        or "disposition" that procmail handles.  If you
        provide it with a directory name (rather than a
        filename) it will add the message to that directory
        as a separate file.  The name of that file will be
        based on several rather complicated factors that
        you don't have to worry about unless you use
        the Rand MH system, or some other relatively 
        obscure and "exotic" mail agent.

        A procmail recipe generally consists of three
        parts -- a start line (:0 with some flags) some
        conditions (lines starting with a '*' -- asterisk --
        character) and one "delivery" line which can be 
        file/directory name or a line starting with a '!' --
        bang -- character or a '|' -- pipe character.

        Here's another example:

                :0
                * 
^From(_dot_)*someone(_dot_)i(_dot_)dont(_dot_)like(_at_)somewhere(_dot_)org
                /dev/null

        This is a simple one consisting of no flags,
        one condition and a simple file delivery.  It simply
        throws away any mail from "someone I don't like."
        (/dev/null under Unix is a "bit bucket" -- a bottomless
        well for tossing unwanted output DOS has a similar
        concept but it's not nearly as handy).

        Here's a more complex one:

                :0
                * !^FROM_DAEMON 
                * !^FROM_MAILER
                * !^X-Loop: myaddress(_at_)myhost(_dot_)mydomain(_dot_)org
                | $HOME/bin/my.script

        This consists of a set of negative conditions (notice
        that the conditions all start with the '!' character).
        This means: for any mail that didn't come from a
        "daemon" (some automated process) and didn't come 
        a "mailer" (some other automated process) and which
        doesn't contain any header line of the form:
        "X-Loop: myadd..." send it through the script in
        my bin directory.

        I can put the script directly in the rc file
        (which is what most procmail users do most of the 
        time).  This script might do anything to the mail.
        In this case -- whatever it does had better be good
        because procmail way will consider any such mail
        to be delivered and any recipes after this will
        only be reached by mail from DAEMON's, MAILER's
        and any mail with that particular X-Loop: line 
        in the header.

        These two particular FROM_ conditions are actually
        "special." They are preset by procmail and actually
        refer to a couple of rather complicated regular
        expressions that are tailored to match the sorts of
        things that are found in the headers of most mail
        from daemons and mailers.

        The X-Loop: line is a normal procmail condition.
        In the RFC822 document (which defines what e-mail
        headers should look like on the Internet) any line
        started with X- is a "custom" header.  This means
        that any mail program that wants to can add pretty
        much any X- line it wants.

        A common procmail idiom is to add an X-Loop: line
        to the header of any message that we send out --
        and to check for our own X-Loop: line before
        sending out anything.  This is to protect against
        "mail loops" -- situations where our mail gets
        forwarded or "bounced" back to us and we endlessly
        respond to it.

        So, here's a detailed example of how to 
        use procmail to automatically respond to mail
        from a particular person.  We start with
        the recipe header.

                :0

        ... then we add our one condition (that the mail
        appears to be from the person in question):

                * ^FROM harasser(_at_)spamhome(_dot_)com

        FROM is a "magic" value for procmail -- it checks
        from, resent-by, and similar header lines. You could
        also use ^From: -- which would only match the header
        line(s) that start with the string "From:"

        The ^ (hiccup or, more technically "caret") is a 
        "regular expression anchor" (a techie phrase that 
        means "it specifies *where* the pattern must be
        found in order to match."  There is a whole book 
        on regular expression (O'Reilly & Associates). 
        "regexes" permeate many Unix utilities, scripting
        languages, and other programs.  There are slight
        differences in "regex" syntax for each application.
        However the man page for 'grep' or 'egrep' is an
        excellent place to learn more.

        In this case the hiccup means that the pattern
        must occur at the beginning of a line (which is 
        its usual meaning in grep, ed/sed, awk, and other
        contexts).

        ... and we add a couple of conditions to avoid
        looping and to avoid responding to automated systems

                * !^FROM_DAEMON 
                * !^FROM_MAILER

        (These are a couple more "magic" values.  
        The man pages show the exact regexes that are
        assigned to these keywords -- if your curious or
        need to tweak a special condition that is 
        similar to one or the other of these).

        ... and one more to prevent some tricky loop:

                * !^X-Loop: myaddress(_at_)myhost(_dot_)mydomain(_dot_)org

        (All of these patterns start with "bangs" (exclammation
        points) because the condition is that *no* line of the
        header start with any of these patterns.  The 'bang' in
        this case (and most other regex contexts) "negates" or 
        "reverses" the meaning of the pattern).

        ... now we add a "disposition" -- the autoresponse.

                | (formail -rk \
                -A "X-Loop: yourname(_at_)youraddress(_dot_)com" \
                -A "Precendence: junk"; \
                echo "Please don't send me any more mail";\
                echo "This is an automated response";\
                echo "I'll never see your message";\
                echo "So, GO AWAY" ) | $SENDMAIL -t -oi

        This is pretty complicated -- but here's how it works:

                The pipe character tells procmail that 
                it should launch a program and feed the 
                message to it.

                The open parenthesis is a Bourne shell construct
                that groups a set of commands in such a way as
                to combine the output from all of them into
                one "stream."  We'll explain this more later.

                The 'formail' command is a handy program that
                is included with the procmail package.  It
                "formats" mail headers according to it's 
                command line switches and it's input.

                        -rk tells 'formail' to format a
                        "reply" and to "keep" the message body.
                        With these switches formail expects
                        a header and body as input.

                        The -A parameters tells formail
                        to "add" the next parameter as a
                        header line.  The parameters
                        provided to the -A switch must be
                        enclosed in quotes so the shell
                        treats the whole string (spaces 
                        and all) as single parameters.

                        The backslashes at the end of each 
                        line tell procmail mail to treat
                        the next line as part of this one.
                        So, all of the lines ending in 
                        backslashes are passed to the shell
                        as one long line.

                        This "trailing backslash" or "line
                        continuation" character is a common
                        Unix idiom found in a number of 
                        programming languages and configuration
                        file formats.

                        The semicolons tell the shell 
                        to execute another command -- they
                        allow several commands to be issued
                        on the same command line.

                        Each of the echo commands should be
                        reasonably self-explanatory.  We
                        could have used a 'cat' command
                        and put our text into a file if we
                        wanted.  We can also call other programs
                        here -- like 'fortune' or 'date' 
                        and their output would be combined with
                        the rest of this).

                        Now we get to the closing parenthesis.
                        This marks the end of the block of 
                        commands that we combined.  The output
                        from all of those is fed into the 
                        next pipe -- which starts the local
                        copy of sendmail (note that this is
                        another variable that procmail 
                        toughtfully presets for us).

                        The -t switch on sendmail tell it to 
                        take the "To:" address from the header 
                        of it's input (where 'formail -r' put
                        it) and the -oi switch enables the
                        sendmail "option" to "ignore" lines
                        that consist only of a 'dot' (don't
                        worry about the details on that).

        Most of the difficulty in understanding procmail
        as nothing to do with procmail itself.  The intricacies
        of regular expressions (those wierd things on the
        '*' -- conditional lines) and shell quoting and 
        command syntax, and how to format a reply header that
        will be acceptable to sendmail (the 'formail' and 
        'sendmail' stuff) are the parts that require so 
        much explanation.

        The best info on mailbots that I've found used to be 
        maintained by Nancy McGough (sp??) at the Infinite Ink
        web pages:
                        http://www.jazzie.com/ii/

        I hope to add this file to my web pages as well.
        See below for those.


--
Starshine Technical Services                Similar info also found at:
Infobot                                       http://www.starshine.org
info(_at_)starshine(_dot_)org


-- 
Jim Dennis,                                
info(_at_)mail(_dot_)starshine(_dot_)org
Proprietor,                          
consulting(_at_)mail(_dot_)starshine(_dot_)org
Starshine Technical Services              http://www.starshine.org

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