Document: FSC-0057
Version:  003
Date:     07-Dec-92




              Conference Managers - Specifications for Requests

                              December 7, 1992

                  Fabiano Fabris      Joaquim H. Homrighausen
               2:285/304.100@fidonet      2:270/17@fidonet




   Status of this document:

   This FSC suggests a proposed protocol for the FidoNet(r) community, and
   requests discussion and suggestions for improvements. Revision 3
   presents several additions and enhancements over the previous revision.

   Distribution of this document is unlimited.

   Fido and FidoNet are registered marks of Tom Jennings and Fido
   Software.



   1  Purpose

      This document will explore the methods implemented by various
      conference managers which process requests (in net mail form)
      for changes to the conference mail links on the system on which
      they are in use.

      Until now, it would appear that no real standard exists, so most
      software authors have either tried to emulate another program, or
      to create a new method of their own, or both.

      Here, an attempt will be made to define a standard, one which tries
      to maintain compatibility with methods already in use, while also
      extending them to provide new functions.



   2  Conventions

      The names of the commands described in the following paragraphs are
      given in upper case, for legibility. However, a conference manager
      should be able to interpret them even if they are given in lower
      or mixed case.

      Similarly, conference names, or tags, are given in upper case, but
      the conference manager should be able to handle them even if typed
      in lower or mixed case.

      Optional information is enclosed with square brackets, while
      variable information is enclosed with angle brackets. For example:

         +CONF [,R=<n>]

      indicates that the section within square brackets is optional, and
      if supplied, requires a parameter after the equals sign.

      Some conference managers may allow commands to be abbreviated to the
      shortest non-ambiguous string. For example, %LIST might be reduced
      to %L.



   3  Format of the request

      A request to a conference manager is generally made in a net mail
      message containing specific information in some of the fields. In
      particular, the addressee is the name of the conference manager
      itself, and the subject of the message is a password assigned by
      the sysop of the system running the program.

      For example:

         From:     John Doe, on 2:123/56
         To:       Program,  on 2:234/0
         Subject:  password

      Here the first problem is encountered. Each of the existing programs
      recognizes a different addressee. For this reason it is proposed
      that all such programs recognize requests made to a single,
      "standard" addressee, besides any other they may wish to implement.
      The term "ConfMgr" has been arbitrarily chosen, and should be used
      by those programs which adhere fully to all the standards proposed
      in this document.

      The text of the message itself contains the request proper, and is
      the subject of the following paragraphs.



   4  Linking and Unlinking of conferences.

      The current methods for requesting that a conference be linked are
      basically two:

         +CONFNAME
         CONFNAME

      For reasons of uniformity, it is proposed that all conference
      manager programs recognize the first method.

      Requests that a conference be unlinked are given by:

         -CONFNAME

      It might be interesting to implement some form of pattern matching,
      similar to the unix shell. The following basic wildcards should be
      considered:

         *        matches zero or more characters
         ?        matches any one (not zero) character

      Since the requests are processed top-down, a request of the form

         +CONFNAME
         -*

      would be redundant, since the ConfMgr would link CONFNAME from the
      first line, and then immediately unlink it again because of the
      second line, which requests that all linked conferenecs be unlinked.

      It should also be possible to specify more than one conference tag
      on the same line. For example:

         +CONF1 CONF2 CONF3

      would link the three conferences CONF1, CONF2 and CONF3.



   5  Rescanning Conference Mail

      Many conference managers currently allow a system to request that an
      area be "rescanned". In other words, the system receiving the
      request will export all mail in one or more areas to the requesting
      system.

      This may be accomplished by specifying the %RESCAN command in the
      body of the request. This will force the ConfMgr to generate a scan
      request for those areas which the remote system requested with the
      message containing the %RESCAN command.

      Rescans of a single area, newly linked, could be requested as
      follows:

         +CONFNAME, R[=<n>]

      where 'n' is the number of messages in that area to be rescanned.
      (The space following the comma is optional, but allowed.)

      Rescanning has one serious drawback: dupes! It is very possible for
      the requesting system to have already set up the area with several
      downlinks. Thus, when the rescanned mail is received, it could be
      exported to other systems. In a tree-based topology, this is
      harmless, but in circular topologies this would create dupes.

      Thus, it is proposed that system receiving the rescan request add a
      kludge to the messages, so that they can be recognized by the
      requesting system and not re-exported.

      The proposed kludge is:

         ^ARESCANNED <addr>

      where <addr> is the network address, including domain, of the
      system from which the mail was rescanned.

      In alternative to a rescan, a sysop might request a "sample",
      consisting of a series of messages contained in a text file. The
      ConfMgr would export some or all messages from an area to a plain
      ASCII text file, and send it along with the reply, to the requesting
      system. A "sample" request would be made as follows:

         +CONFNAME, S[=<n>]

      where 'n' indicates how many messages should be sampled.

      a) Updating Conferences

         Update requests allow a sysop to rescan or "sample" an area
         without having to first unlink from it, and then relink with the
         rescan or "sample" parameter.

         The format of this command is:

            =CONFNAME, <param>[=<n>]

         Thus a rescan request for the most recent 50 messages would be
         specified as:

            =CONFNAME, R=50



   6  Information Requests

      Requests for information have until now taken two forms. In one
      case, they are given as switches after the password on the subject
      line, while in the second they are given as "commands" within the
      body of the message text. It is proposed that the second method be
      chosen as standard, since it is considerably more flexible.

      Below are listed the proposed commands:

        %HELP                    Sends a (pre-defined) help text to the
                                 requesting system, explaining how the
                                 ConfMgr is to be used.

        %LIST[,B]                Lists the conferences currently available
                                 to the requesting system, on the basis
                                 of a method internal to the conference
                                 manager itself. This list would flag the
                                 areas which are already linked. The 'B'
                                 modifier would generate the list in
                                 binary format (see section 8e).

        %BLIST                   Equivalent to %LIST,B above.

        %QUERY                   Lists the conferences currently linked to
                                 the requesting system.

        %UNLINKED                Lists the conferences which are available
                                 to the requesting system, but not
                                 currently linked. This is the logical
                                 difference between a %LIST and a %QUERY.



   7  Remote Maintenance

      Besides these simple functions, it is becoming more and more
      interesting to make handling of the conference mail flow even more
      automatic. For this reason, for example, it might be useful to
      allow another sysop control over your own system, adding and
      removing conferences as need requires. Thus a hub or coordinator
      could automatically have a new area added to their conference
      lists, or discontinued ones removed.

      Naturally, the ConfMgr must be able to distinguish which system has
      the ability to make such changes, but that is beyond the scope of
      this document.

      It is proposed that a conference manager be able to automatically
      add a new conference to the system's list if/when it is detected.
      Thus no special commands would be required. The manager should be
      able to determine a default list of down-links for the new area,
      and also the "group" of systems which could then request it.

      However, should it be desired to explicitly create a new conference
      via remote, this could be done by including a line such as the
      following in the message text:

         &CONFNAME

      In order to remote delete an area, the requesting sysop should
      include a line like this in the body of the message text:

         ~CONFNAME

      Thus, if the system has remote privileges, the conference would be
      deleted (and optionally, all systems linked to the conference could
      be informed of this fact).

      Similarly, it would also be possible to allow a system to change the
      tag of a conference. This would be accomplished by a line such as:

         # OLD_NAME  NEW_NAME

      The ConfMgr should inform all downlinks of the change by sending a
      net mail message.

      It might also be desirable to allow a sysop to make changes on
      behalf of another system. This could be done by inserting a special
      command at the beginning of the request itself. For example:

         From:     John Doe, on 2:123/1
         To:       Program,  on 2:987/65
         Subject:  password
         Text:
         %FROM: 2:234/56
         +CONFNAME

      The %FROM command would make the ConfMgr carry out the changes as if
      the system 2:234/56 had requested them. The password should
      nonetheless be the one assigned to 2:123/1.



   8  Further Automation

      In order to make the system more powerful, and to reduce the
      necessity for human intervention, several extensions are feasible.

      a) ARCmail Compression Method

         One interesting application is the possibility of allowing a
         remote system to change the compression program used to "pack"
         mail bound for his system. This could be done with the following
         command in the message to a ConfMgr:

            %COMPRESS <method>

         where <method> is one of the compression programs supported by
         the system. Of course, the remote system should also be able to
         determine which compression methods are available; this could be
         done with

            %COMPRESS ?

         Requests for an unsupported compression method should also be
         responded to with a list of those available.

         From the practical point of view, only systems which pick up
         their mail (as opposed to those to whom mail is sent) should be
         allowed to change the compression method used. How this
         distinction is achieved is beyond the scope of this document.

      b) Passwords

         A sysop should be able to change the password used to make
         requests to a ConfMgr without requiring the intervention of the
         other system's sysop. This could easily be done if the
         conference manager implemented the following command:

            %PWD <new_password>

         The new password (case insensitive) would replace the current
         one as of the next request.

      c) Temporary Unlink

         Should a system's sysop be absent for a prolonged period of time,
         he might want to temporarily cut all conferences from his
         uplink.  This could be accomplished with the

            %PAUSE

         command. This would tell the ConfMgr to temporarily stop sending
         conferences to that system.  On his return, the sysop could
         reactivate them all with the

            %RESUME

         command.

      d) Forwarding Remote Requests

         If a conference manager receives a remote request to delete an
         area, it could very easily "forward" that request to all its
         downlinks by producing a similar request.  In that way, a single
         request originating from, for example, a Region Coordinator,
         would result in the conference being deleted from all systems
         "below" him.

         Similarly, remote requests for conference name changes could
         also be passed on to downlinks.

      e) Automatic Requests for Conferences

         A conference manager should also be able to automatically request
         an area from an uplink. This would become necessary if, for
         example, it processed a request for an area not currently
         available on the system. In this case, it would scan a series of
         conference lists for the requested area, and if found, would
         send a request for that area.

         In order to be able to do this, the ConfMgr would need to have
         one or more lists of conferences from the uplinks. These lists
         could be produced on request by the ConfMgr itself. In order to
         simplify matters, a binary format is proposed. (Note that these
         are C-style structures, with everything which that implies.)
         This binary file is called a Binary Conference List (BCL).

         The file starts with a header, containing some basic system
         information:

            struct bcl_header {
              char    FingerPrint[4];     /* BCL<NUL> */
              char    ConfMgrName[31];    /* Name of "ConfMgr" */
              char    Origin[51];         /* Originating network addr */
              long    CreationTime;       /* UNIX-timestamp when created */
              long    flags;              /* Options, see below */
              char    Reserved[256];      /* Reserved data */
            }

         The currently defined flags for the header are:

           BCLH_ISLIST     0x00000001L
             File is complete list

           BCLH_ISUPDATE   0x00000002L
             File contains update/diff information

         The BCL would then contain a series of entries having the
         following format:

            struct bcl {
              int     EntryLength;      /* Length of entry data */
              long    flags1, flags2;   /* Conference flags */
              char    *AreaTag;         /* Area tag [51] */
              char    *Description;     /* Description [51] */
              char    *Administrator;   /* Administrator or contact [51] */
            }

         The flags currently defined are:

            FLG1_READONLY   0x00000001L
               Read only, software must not allow users to enter mail.

            FLG1_PRIVATE    0x00000002L
               Private attribute of messages is honored.

            FLG1_FILECONF   0x00000004L
               File conference.

            FLG1_MAILCONF   0x00000008L
               Mail conference.

            FLG1_REMOVE     0x00000010L
               Remove specified conference from list (otherwise add/upd).

         Thus, instead of scanning an AREAS.BBS style list, the ConfMgr
         would parse and use lists in the above format. Naturally, each
         list would be in some way "attached" to a node number, and a
         corresponding ConfMgr password.

         Each system may only have one master file, called anything they
         want. But when transmitted to other systems, this file must
         always be named ????????.BCL.

         The list would be generated in response to a

           %LIST, B

         command in the message text.

      f) Receipts

         It might be useful to have the ConfMgr generate a receipt to be
         sent to another system, perhaps a co-sysop or a sysop point
         node. This could be done with the command:

           %RECEIPT <name>,<address>

        embedded in the request message. For example:

           %RECEIPT JoHo,2:270/17



   9  Comments in the request

      It should be possible for a sysop to insert a comment in the request
      made to a conference manager. These comments, naturally, would be
      destined to the sysop of the system, and not to the conference
      manager itself. Such comments should be placed at the end of the
      message, following a %NOTE command.

      In all cases except the above, the request can be deleted by the
      ConfMgr once processed, but messages containing comments should be
      retained.

      Note: the current method used is to supply comments after a tear-
      line. This practice is somewhat "messy", but it might be wise to
      support it until such time as all conference managers have
      implemented the %NOTE command.



   10 Summary

      +CONFNAME[,R|S]        Request to link to CONFNAME
      -CONFNAME              Request to unlink from CONFNAME
      =CONFNAME,R|S          Rescan or "sample" linked conference
      &CONFNAME              Request to create CONFNAME
      ~CONFNAME              Request to delete CONFNAME
      #OLD NEW               Name change request

      %LIST[,B]              List available areas, flag linked
      %QUERY                 Only list linked areas
      %UNLINKED              List available but unlinked areas
      %HELP                  Send help text
      %FROM <addr>           Simulate request from another system
      %RESCAN                Rescan conferences linked in current request
      %COMPRESS <method>     Change compression method
      %PWD <new_pwd>         Change ConfMgr password
      %PAUSE                 Suspend link
      %RESUME                Resume link
      %RECEIPT <name>,<addr> Send copy of receipt to another system
      %NOTE                  Introduces comment to the sysop



   11 Final Note

      This document is to be considered as a suggestion for software
      developers to make their programs compatible with one another, so as
      to make life easier for the average sysop when dealing with
      conference managers.

      Feedback would be appreciated and can be sent to us at the addresses
      specified on the title page. Please send feedback via netmail only.