Files
parsedmarc/docs/source/installation.md
T
07bca1ad28 Make the output and mailbox integrations optional extras (#888)
* Make the output and mailbox integrations optional extras (#883)

Breaking change for the next major release: pip install parsedmarc now
installs the parsing core plus a working core CLI (file, IMAP, Maildir,
and mbox input; CSV/JSON, Splunk HEC, webhook, and syslog output).
Everything else moves behind an extra: elastic, opensearch, kafka, s3,
gelf, loganalytics, msgraph, and gmail, joining the existing postgresql
extra, with an umbrella [all] that deliberately excludes postgresql
(psycopg's binary wheels do not exist on every platform, so
parsedmarc[all] must never fail to install there).

cli.py imports the six SDK-dependent output modules behind the #884
TYPE_CHECKING/try-except guard; a configured section whose extra is
missing fails fast with a ConfigurationError naming the section and the
exact pip install command — including the msgraph and gmail_api mailbox
sections (detected via parsedmarc.mail's placeholder classes) and
postgresql (checked before the constructor so the startup retry loop
does not retry a missing dependency for a minute). The Azure/kiota Graph
error types fall back to never-raised sentinel classes.

The Docker image installs [all,postgresql], so container users see no
change. CI lint installs [build,all,postgresql]; the unit-test job
installs [build,all], deliberately without postgresql so
test_postgres.py's absent-psycopg arm stays exercised. The
never-imported dateparser dependency is dropped in favor of declaring
python-dateutil, which utils.py actually imports; pytz moves to the
build extra for the one test that uses it.

Verified live: a no-extras wheel install imports, parses samples, and
reports the install hint for each gated section; a [all] install
restores every integration; the Docker image builds with every SDK
importable.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Patch psycopg presence in the PostgreSQL CLI wiring tests

CI's unit-test job deliberately installs [build,all] without the
postgresql extra, so parsedmarc.cli.postgres.psycopg is None there and
the new missing-extra presence check correctly made _main exit 1 before
the wiring under test ran. The tests simulate the SDK being available
(PostgreSQLClient is mocked at the SDK boundary), so the module-level
psycopg handle is now patched present in setUp. Verified against a
simulated psycopg-absent environment as well as the local full install.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Address Copilot review: narrow guards to ModuleNotFoundError, fix docs

- The optional-integration and Graph error-type import guards now catch
  ModuleNotFoundError instead of ImportError, so only a genuinely absent
  package reads as a missing extra; a broken-but-present SDK fails
  loudly with its real error instead of masquerading as one. The test
  blocker raises ModuleNotFoundError accordingly — the exact exception a
  missing package produces.
- _missing_extra_hint docstring no longer calls every gated integration
  an output module (it also serves the msgraph/gmail_api mailbox
  sections).
- Fix the pre-existing passsword typo in usage.md's kafka section; the
  INI key the code reads is password (cli.py _parse_config).

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Quote extras specs in copy-paste install commands

From Copilot's second review round: zsh treats an unquoted .[build,all]
as a glob and fails with 'no matches found', so the commands shown in
AGENTS.md, CONTRIBUTING.md, dashboards/README.md, and the bootstrap
script's comment are now quoted. The CI workflows keep the unquoted
form: they run under bash, which passes unmatched globs through
literally. The suggestion to change the 'Choosing what to install'
heading level was rejected — it is a subsection of 'Installing
parsedmarc', matching the file's existing hierarchy.

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Fix upgrade command in the changelog

* Documentation review: accuracy, spelling, grammar, and clarity pass

A full prose review of docs/source, README, CONTRIBUTING, and the
dashboards README, with every accuracy claim verified against the code
before changing it. Highlights:

- usage.md: documented six missing [general] options (the CSV/JSON
  filename options, prettify_json, normalize_timespan_threshold_hours),
  the required kafka smtp_tls_topic, [imap] timeout/max_retries, and
  the postgresql env-var prefix; corrected the maildir_path default
  (None, not INBOX — cli.py Namespace defaults), the mailbox
  check_timeout option name, the systemd restart interval (RestartSec
  is 5m), and merged the duplicate silent entry; quoted every
  copy-paste extras spec for zsh safety.
- elasticsearch.md: fixed an invalid openssl command (rsa:4096 -nodes),
  the dashboards filename (opensearch_dashboards.ndjson, matching the
  file the link serves), and assorted grammar.
- davmail.md: the service-enable command now enables davmail.service
  (was parsedmarc.service — a copy-paste error that left DavMail
  unenabled), plus a view typo and DavMail capitalization.
- output.md: the example schema reference is RFC 7489 Appendix C
  (7480 is RDAP). kibana.md: SPF relies on the SMTP envelope, not
  session headers (RFC 7208). dmarc.md: DKM -> DKIM.
- README: the intro now also names the OpenSearch/Grafana stack,
  matching the feature list. CONTRIBUTING: pre-PR checks now include
  ruff format --check and pyright, matching CI's lint job.
- dashboards/README: the service table and seed description now include
  the PostgreSQL backend the compose stack runs.

Sample data blocks, the CLI-help mirror block, and released CHANGELOG
entries were deliberately left untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Docstring review: accuracy, spelling, grammar, and clarity pass

Every docstring in parsedmarc/, parsedmarc/mail/, the maps maintainer
scripts, and the test suite reviewed with each claim verified against
the code it documents. Text-only — no behavior changes. Highlights:

- Copy-paste errors corrected: parsed_smtp_tls_reports_to_csv and
  splunk/loganalytics save functions described aggregate or failure
  reports they do not handle; LogAnalyticsException claimed to be an
  Elasticsearch error.
- Docstring/behavior mismatches: parse_report_email's report_type
  enumeration omitted smtp_tls; parse_failure_report typed msg_date as
  str (it is datetime); strip_attachment_payloads claimed payloads are
  replaced with None (the key is deleted); kafkaclient's failure and
  SMTP TLS savers claimed per-record slicing while sending the whole
  list in one message (docstrings now describe reality — whether
  slicing was intended is flagged for follow-up); the postgres savers
  claimed to take parse_report_file's return value but receive the
  inner report dict; elastic/opensearch save functions' Raises listed
  only AlreadySaved.
- None-as-semantic-state documented where missing (get_base_domain,
  get_ip_address_country), enumeration completeness fixed
  (get_ip_address_info's 9 result keys, maps script outputs, TSV
  columns), and the stale 44-industry-types count corrected to the
  46 the authoritative README list defines.
- Test docstrings aligned with what the tests actually assert,
  including two that overstated coverage of the elastic/opensearch
  address-list tests.
- Two argparse help strings fixed: file_path now names SMTP TLS report
  files alongside aggregate and failure, mirrored into usage.md's
  CLI-help block; --offline's doubled spaces removed (rendered help
  unchanged).
- elasticsearch.md's security claim corrected against Elastic's docs:
  security is enabled and auto-configured on first startup since 8.0
  (not "8.7 secure mode"), so the settings are verified, not
  hand-written.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-08-28 17:33:18 -04:00

8.6 KiB

Installation

Prerequisites

parsedmarc works with Python 3 only.

Testing multiple report analyzers

If you would like to test parsedmarc and another report processing solution at the same time, you can have up to two mailto URIs in each of the rua and ruf tags in your DMARC record, separated by commas.

Using a web proxy

If your system is behind a web proxy, you need to configure your system to use that proxy. To do this, edit /etc/environment and add your proxy details there, for example:

http_proxy=http://user:password@prox-server:3128
https_proxy=https://user:password@prox-server:3128
ftp_proxy=http://user:password@prox-server:3128

Or if no credentials are needed:

http_proxy=http://prox-server:3128
https_proxy=https://prox-server:3128
ftp_proxy=http://prox-server:3128

This will set the proxy up for use system-wide, including for parsedmarc.

Using Microsoft Exchange

If your mail server is Microsoft Exchange, ensure that it is patched to at least:

  • Exchange Server 2010 Update Rollup 22 (KB4295699)
  • Exchange Server 2013 Cumulative Update 21 (KB4099855)
  • Exchange Server 2016 Cumulative Update 11 (KB4134118)

IP-to-country database

parsedmarc ships with a copy of the IPinfo Lite database (under the terms of the Creative Commons Attribution-ShareAlike 4.0 License), which is automatically refreshed from GitHub at startup (and on SIGHUP in watch mode) unless the offline flag is set. No IP database setup is required for the default configuration.

If you would prefer to use MaxMind's GeoLite2 Country database instead, see Using MaxMind GeoLite2 below.

Installing parsedmarc

On Debian or Ubuntu systems, run:

sudo apt-get install -y python3-pip python3-venv python3-dev libxml2-dev libxslt-dev

On CentOS, RHEL, or Rocky Linux systems, run:

sudo dnf install -y python3 python3-pip python3-devel libxml2-devel libxslt-devel

Python 3 installers for Windows and macOS can be found at https://www.python.org/downloads/.

parsedmarc requires Python 3.10 or newer. If your distribution's default python3 is older, install a newer interpreter (e.g. python3.12) and substitute it for python3 in the commands below.

Create a dedicated system user, with /opt/parsedmarc as its home directory so the directory is created with the correct ownership in the same step

sudo useradd --system --create-home --home-dir /opt/parsedmarc \
    --shell /usr/sbin/nologin --skel /dev/null parsedmarc

Create a virtualenv and install parsedmarc into it as that user, so any files created later are also owned by parsedmarc

sudo -u parsedmarc python3 -m venv /opt/parsedmarc/venv
sudo -u parsedmarc /opt/parsedmarc/venv/bin/pip install --upgrade pip
sudo -u parsedmarc /opt/parsedmarc/venv/bin/pip install --upgrade "parsedmarc[all]"

To upgrade parsedmarc later, re-run the last command above and then restart the service.

Choosing what to install

Starting with the next major release, the integrations that talk to external systems live in optional extras, so an install only carries the dependencies it actually uses.

pip install parsedmarc — the base install — provides:

  • the parsing library (aggregate, failure, and SMTP TLS reports),
  • the CLI, reading reports from files, an IMAP mailbox, a Maildir, or an mbox file,
  • and CSV/JSON, Splunk HEC, webhook, and syslog output.

Everything else needs an extra:

Extra Enables
elastic The [elasticsearch] output
opensearch The [opensearch] output
kafka The [kafka] output
s3 The [s3] output
gelf The [gelf] output
loganalytics The [log_analytics] (Azure Monitor) output
msgraph The [msgraph] mailbox input (Microsoft 365)
gmail The [gmail_api] mailbox input
postgresql The [postgresql] output

Extras can be combined: pip install "parsedmarc[elastic,msgraph]".

pip install "parsedmarc[all]" installs every extra in the table except postgresql, which stays separate because psycopg's prebuilt binary wheels are not available for every platform — folding it into all would make parsedmarc[all] fail to install there. Add it explicitly when you need it: pip install "parsedmarc[all,postgresql]".

If a configuration file names a section whose extra is not installed, parsedmarc exits at startup with an error naming the exact pip install command to run.

:::{note} Upgrading from 10.x: every 10.x install carried the Elasticsearch, OpenSearch, Kafka, AWS, Azure, Gmail, and Microsoft Graph packages, whether or not it used them. They are no longer installed by pip install parsedmarc, so switch your install command to pip install --upgrade "parsedmarc[all]" (adding postgresql if you use it) to keep every integration available. An in-place upgrade does not uninstall packages you already have, but a rebuilt virtualenv — or any fresh install — gets only what the extras name. Users of the prebuilt Docker image are unaffected: it bundles [all,postgresql]. :::

Optional system dependencies

If you would like to be able to parse emails saved from Microsoft Outlook (i.e. OLE .msg files), install msgconvert:

On Debian or Ubuntu systems, run:

sudo apt-get install libemail-outlook-message-perl

On CentOS, RHEL, or Rocky Linux, the Email::Outlook::Message Perl module is not packaged in the base repositories or EPEL, so install it from CPAN:

sudo dnf install -y perl perl-CPAN make gcc
sudo cpan -i Email::Outlook::Message

This installs the msgconvert script to /usr/local/bin/msgconvert.

Using MaxMind GeoLite2 (optional)

To use the MaxMind GeoLite2 Country database instead of the bundled IPinfo Lite database, point the ip_db_path option at it explicitly:

[general]
ip_db_path = /usr/share/GeoIP/GeoLite2-Country.mmdb

Use this only if you specifically prefer MaxMind data over the bundled IPinfo Lite database — most users do not need it. Country databases like GeoLite2 carry no ASN data, so source attribution for IP addresses without reverse DNS is reduced when one is used.

:::{note} parsedmarc no longer picks up a GeoLite2/DBIP database from standard system paths (e.g. /usr/share/GeoIP/GeoLite2-Country.mmdb) automatically — a GeoIP file installed by an unrelated distro package would silently override the bundled database and disable ASN enrichment. System paths are now only consulted as a last resort when the bundled database is missing. If you previously relied on the automatic pickup, set ip_db_path as shown above. :::

Install geoipupdate for your platform:

# Debian 10+ (requires the contrib component in apt sources)
sudo apt-get install -y geoipupdate

# Ubuntu
sudo add-apt-repository ppa:maxmind/ppa
sudo apt update
sudo apt install -y geoipupdate

# CentOS, RHEL, or Rocky Linux
sudo dnf install -y geoipupdate

Builds for Linux, macOS, and Windows are also available on the geoipupdate releases page on GitHub.

Since December 2019, MaxMind has required a free account to download the GeoLite2 databases (to comply with various privacy regulations). Register for a free GeoLite2 account, sign in, then create a new key on the License Keys page (you can use parsedmarc as the description). Download the pre-filled config file and save it to /etc/GeoIP.conf on Linux/macOS or %SystemDrive%\ProgramData\MaxMind\GeoIPUpdate\GeoIP.conf on Windows.

Then run

sudo geoipupdate

to download the databases for the first time. The GeoLite2 databases are updated weekly (every Tuesday); add a cron job or scheduled task to re-run geoipupdate weekly. More detail at the MaxMind geoipupdate page.