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exclaimer mail utilities manualExclaimer Ltd assumes no responsibility for any errors that may appear in this document. Unless otherwise noted, the example companies, organizations, products, domain names, e- mail addresses, logos, people, places and events depicted herein are fictitious and not associated with any real company, organization, product, domain name, address, logo, person, place or event. Exclaimer may have trademarks, copyrights or other intellectual property rights covering subject matter in this document. All other company and product names are acknowledged as being the trademarks or registered trademarks of their respective companies. Unless expressly provided in a written license agreement from Exclaimer Ltd, the furnishing of this document does not give you any license to these trademarks, copyrights or other intellectual property. Copyright 2008, Exclaimer Ltd. All rights reserved. This document may not be copied, photocopied, reproduced, translated, or converted to any electronic or machine-readable form in whole or in part without the express written permission of Exclaimer Ltd. Complying with all applicable copyright laws is the responsibility of the user. Revision History Date Revision 20 th February 2007 Initial Publication 23 rd April 2007 Post Internal Review 17 th August additions and amends 26 th September updates 15 th January 2008 Copyright update First Published 20 th February 2007 Author Ben Gower Editor(s) Gary Levell Reviewer(s) Chris Crawshay i Who should read this manual This guide is designed to benefit the following professionals: Trial Users Those individuals who are evaluating our mail utilities software and who wish to start evaluating the software as soon as possible People who have purchased without trial Organizations that have purchased the software on recommendation without having a trial period. SBS users Individuals or Organizations who utilize Microsoft SBS server. IMPORTANT!http://www.conservatoriocuneo.it/public/ecoscandaglio-eagle-cuda-168-manuale.xml
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This manual contains technical terms and concepts that some people may be unfamiliar with. We have done our best to ensure that all technical terms and concepts are explained as clearly and concisely as possible. However, if you are having problems understanding any elements of this manual we recommend that you consult a Microsoft Exchange or professional. Alternatively, you could also contact Exclaimer Technical Support at for assistance and advice. 4 For Exclaimer system requirements go to SystemRequirements.aspx Server requirements A Microsoft Windows Active Directory network. A Microsoft Windows server with Active Directory and the Microsoft SMTP Service or a Microsoft Windows Server with Exchange. Exclaimer must be installed on the server that routes your organization s. If you are installing Exclaimer 2007 you must have an Exchange 2007 server. 5 Please ensure that you have the required system environment as detailed in the Introduction. Installing Exclaimer IMPORTANT. Before installing Exclaimer check that you have the latest version by visiting our website and downloading it.If you agree to the terms select the I accept the license agreement radio button.NOTE You do not have to stop or restart any services when you install Exclaimer. Congratulations, you have successfully installed Exclaimer. You now need to configure the software. Details of how to perform this operation are covered next in The Setup Wizard section. 9 The Exclaimer Setup Wizard should have started automatically after you finished the installation. Please note that Exclaimer will not start processing any until the Setup Wizard is complete. To configure Exclaimer using the Setup Wizard 1. The wizard should start.WARNING! We do not recommend that you use the Administrator account. It is best to set up a different account specifically for Exclaimer reports and other system messages.http://orrizon.ru/images/ecoscandaglio-jrc-ff-30-manuale.xml This should be an account that you access regularly to ensure that important Exclaimer reports and messages are not missed. We recommend that you use your own account or that of your organization s administrator.Enable the Enable message journaling checkbox if you want to activate Exclaimer message journaling capabilities. Enable the options that correspond to the type of messages you want to journal.Select the mailbox that you want to receive the journaled.Select the option that corresponds to the type of Anti- Spam deployment you want to use.IMPORTANT! If you are upgrading click on the Update button to ensure Exclaimer checks for the most up-to-date list of domains you are authoritative for.Fill out your Proxy Server details and test the connection.Select your region from the Select your region drop down list.Select the disclaimer that you want to appear on your outgoing. If you select a template that requires User Defined Fields you will be informed then asked for the information needed.Enter the requested information into each of the boxes that appear and click on OK. 20 22 18. This step in the wizard only appears if you have enabled disclaimers. This can be useful to ensure that your disclaimer looks and works in the way you want before you roll it out to cover all your outgoing. This is where you can preview and edit your disclaimer. You can preview your selected disclaimer with pre-populated information from your Active Directory. Enter the Active Directory user you want to use in the Use example and AD fields from text box. Alternatively, you can view your disclaimer without prepopulated fields by un-checking the Use example and AD fields from checkbox. To edit your disclaimer click on the Edit Disclaimer button. For more information on the Disclaimer Editor go to the Disclaimer Editor section. You can also edit this disclaimer once Exclaimer Mail Utilities has completed its set up.http://www.bouwdata.net/evenement/daewoo-nubira-2006-manual You can also set up more advanced disclaimers that trigger on more specific criteria. For example, you could create a rule that adds a different disclaimer to messages being sent to a specific domain. Rules You can also set up more advanced rules for adding disclaimers once the product is fully installed and configured. 20. Enable the Start Auto-Whitelist wizard after setup wizard finishes checkbox if you want to start the Auto- Whitelist wizard. This checkbox only appears if you enabled Anti-Spam earlier in the wizard (it contains a tick by default). The Auto-Whitelist wizard is not available in Exclaimer To find out more about the Auto-Whitelist Wizard see The Auto-Whitelist Wizard section. When you are happy with the settings you have chosen click on Finish. Congratulations, you have now completed the Exclaimer Setup Wizard. 23 25 The Auto-Whitelist Wizard This section describes how to navigate the Auto-Whitelist Wizard. The Auto-Whitelist wizard identifies addresses that your organization sends to regularly and adds them to your Anti-Spam Auto-Whitelist. This guarantees that you will be able to receive messages from clients that you are currently in contact with. Note the Auto-Whitelist Wizard is not available in Exclaimer The Exclaimer Auto-Whitelist Wizard should have started automatically after you clicked on Finish in the Setup Wizard. If the wizard didn t start you can start it manually. Click on the Start button, click on Programs, click on Exclaimer and click on Auto-Whitelisting Wizard. When you have finished, click on Finish.Congratulations, you have now completed the Exclaimer Auto-Whitelist Wizard. Once the Auto-Whitelist has been compiled by the wizard it cannot be amended. If you no longer want to receive from a user or domain you can blacklist them. 25 27 Blacklist checks are performed before whitelist checks therefore ensuring that blacklisted senders will be blocked. 26 28 Chapter 2 Exclaimer The Control Panel This chapter details the various menus and settings you can select and change in the Exclaimer control panel. Main menu The Main menu The main menu consists of a high level choice of options to control Exclaimer features. Setup This menu allows you to control Exclaimer Mail Utilities high level settings. Default Rules This menu allows you to modify and set up Exclaimer default disclaimers and message journaling rules. 27 29 Custom Rules This menu allows you to add, amend or delete your own custom rules which can trigger features like disclaiming, auto-responding, delivery options or message journaling. Rule Tester This menu allows you to test the default rules and any custom rules you have set up before you actually deploy them. Anti-spam This menu allows you to set up and maintain Exclaimer anti-spam features. Anti-virus This menu allows you to set up and maintain Exclaimer anti-virus features. About This menu displays application information and is where you apply Exclaimer product license. 28 30 Setup panel The Setup panel The Setup panel is where you can control all the main features of Exclaimer. Enable Exclaimer You can use this option to quickly enable or to disable Exclaimer rules and features. Admin Contact This should specify an account where all rule conflict reports, error handling messages and other admin messages Exclaimer sends are received and monitored. Rule Conflict Reports Place a tick in this checkbox if you want rule conflict reports sent to your admin contact account. These are sent when one of your custom rules is in conflict with another. For example, if you create a rule that adds a disclaimer when the sender is Anyone Internal and the recipient is Anyone, and another rule that states not to add a disclaimer when the sender is Anyone and the recipient is an Active Directory user. This will generate the following conflict report: Exclaimer had a rule conflict between Sender: Anyone internal Recipient: Anyone and 29 31 Sender: Anyone Recipient: Administrator and aliases) For the feature Disclaiming The rule from Anyone internal to anyone won the contest as the feature was enabled for this rule. To avoid rule conflicts for this sender and recipient pair, you should create an explicit rule for them. Error Handling Messages Place a tick in this checkbox if you want error handling messages sent to your admin contact account. See the Error Handling tab in the Advanced Settings section for more information on the different types of error messages Exclaimer can generate. Enable Disclaimers You can use this feature to turn Exclaimer disclaimers on or off. You can amend the default disclaimers in the Default Rules panel User Defined Fields Clicking on this button opens the Edit User Defined Fields box. It allows you to edit existing User Defined Fields and create new or delete old User Defined Fields. A User Defined Field is a field that you can insert your own text, images and formatting in, which can then be included in your organization s disclaimers, signatures and templates. These fields can be updated from a single location and once changed will update in all the locations where they are used. Templates This is where you can create your own customized templates based on existing Exclaimer templates. It is a much easier and quicker way of creating templates without having to start from scratch.Message Journaling You can use this option to enable or disable message journaling. You can set up your message journaling options in the Default Rules panel. Message journaling allows you to BCC all the s your organization receives to a specified account. Suppress read receipts from all journal accounts 30 32 Place a tick in this box to prevent read receipts being sent when a journaled is read in the journal mailbox s inbox. 31 33 Enable Envelope Journaling Place a tick in this box to enable envelope journaling. This embeds the original message within a new message that simply contains a list of all the correspondents (sender and all individual recipients) in the embedded message. This option should be enabled when using Exclaimer Mail Utilities in tandem with the Exclaimer Mail Archiver package as it preserves all the sender and recipient data required for legal compliance purposes. Enabling envelope journaling is essential if you want to capture BCC information in your journaled messages. Anti-Spam You can use this option to enable or disable Exclaimer Mail Utilities anti-spam filter. You can set up and refine Exclaimer anti-spam settings using the Antispam panel. Zero-Hour Virus Protection You can use this option to enable or disable Exclaimer Mail Utilities Anti-Virus protection. You can modify Exclaimer anti-virus settings in the Anti-virus panel. Auto Responding You can use this option to enable or disable all auto responders. IMPORTANT! To apply any changes you have made you must click on the Save icon in the left-hand menu. 32 34 Remote Deployment The Remote Deployment box This dialog box contains the options that allow you to connect to other slave mail servers to upload settings from your main mail server. List of remote deployment connections To close without saving settings To Deploy settings to slave servers To verify connections To enter path of log file To delete an existing remote deployment connection To edit an existing remote deployment connection To add a new remote deployment connection The Remote Deployment table is divided up into four columns. Name Contains the names of the slave mail servers you have set up remote deployment for. Path Contains the path to the shared folder where the exclaimer.dll file can be found on each of your slave mail servers you have set up remote deployment for. 33 35 Details Contains the version number of the exclaimer.dll file on your slave mail servers you have set up remote deployment for. Deployment Status Contains a report detailing the status of each slave mail server you have set up remote deployment for. Add - This button allows you to add a slave mail server to your remote deployment list. Edit This button allows you to edit the details of an existing slave mail server name and path. Delete This button allows you to delete an existing slave mail server entry. Log File This is where you enter the path detailing where you want the remote deployment log file stored. For example, c:\logging\remotedeploymentlog.txt. Leave this field blank if you do not require a log to be stored. Scan This button allows you to validate the connections to your slave mail servers. It will also report the installation status on each of your configured servers. Deploy This button allows you to apply the settings from your master mail server to all your slave servers. Close This button closes the Remote Deployment dialog box. To set up Remote Deployment 1. Share the folder where the exclaimer.dll file is located on each of your slave mail servers that already have Exclaimer installed. 2. Open the Exclaimer Control panel. 3. Click on the Setup icon in the left-hand menu. 4. Click on the Remote Deployment icon in the bottom right of the Setup panel. 5. Click on the Add button in the Remote Deployment dialog box. 6. Type the name of the server in the Name field and the UNC path where the exclaimer.dll file can be found. For example, \\server2\exclaimer. 34 36 7. Click on OK. To set up a shared folder 1. On the remote server right click on the folder where the exclaimer.dll is located. 2. Click on Sharing and Security 3. Select the Share this folder radio button. 4. Click on Permissions. 5. Remove the Everyone group and add your Exchange administrator user or group, or the user who has access to the Exclaimer Control panel. 6. Select the Allow Full Control checkbox. 7. Click on Apply, then click on OK. 8. Click on Apply, then click on OK. Deploy settings to slave mail servers 1. Open the Exclaimer Control panel. 2. Click on the Setup icon in the left-hand menu. 3. Click on the Remote Deployment icon in the bottom right of the Setup panel. 4. Click on the Deploy button. 5. Click on OK in the Deployment complete dialog box. 35 37 IMPORTANT! We recommend that you use a UNC path rather than drive mappings for identifying the Path. We recommend that you deploy in a multi-server environment from a single workstation to centralize the server management function. If you wish to configure Exclaimer from your workstation and then deploy the configuration to your servers, you will need a workstation license for the Control Panel. Contact for more details. Remote deployment between Exclaimer 4.30 and Exclaimer (2007) 4.50 is not possible. However, your can still remote deploy between Mail Utilities 4.30 and previous point releases. You can also remote deploy between 4.50 and Mail Utilities 2007 systems. 36 38 Passwords The Set Password box To set up or change the password to access Exclaimer Mail Utilities Control Panel. To add a password 1. Click on the Password icon in the bottom right-hand corner of the Setup panel. 2. Type in and confirm the password you want to use. 3. Click on OK. To change your current password 1. Click on the Password icon in the bottom right-hand corner of the Setup panel. 2. Type in your current password and click on OK. 3. Type in and confirm the new password you want to use. 4. Click on OK. To remove the password completely 1. Click on the Password icon in the bottom right-hand corner of the Setup panel. 2. Type in your current password and click on OK. 3. Leave the Password: and Confirm: fields blank. 4. Click on OK. IMPORTANT! This password is purely to protect your Exclaimer Mail Utilities configuration and is not used by any other product feature. It does not have to correspond to any other password on your computer and is not used by Exclaimer to access other services. We do not specifically recommend applying a password to your Exclaimer configuration. The configuration is already protected by the Windows security on the computer in question, which should suitably protect your Exclaimer installation. 37 39 Advanced Settings The Advanced Settings box Exclaimer advanced options panel allows you to configure a number of non-everyday settings. Identifiers tab Reply Separator - contains the information that details how Exclaimer identifies a reply or forwarded message in order to implement the reply above and reply below functionality used to insert disclaimers after a reply rather than at the end of the mail. Should you need to change this you can do so by entering a semi-colon (;) separated list of text strings that are used to separate replies from the original messages by your mail client. Reply Separator Key: The following will explain how Exclaimer interprets certain characters in the reply separators list.When searching for a specific string -Original Message- Exclaimer will match one or more hyphens at the beginning and end of the text Original Message. It will also accept a trailing line space at the end of the one or more hyphens before the text Original Message. For example, Exclaimer will match: Original Message Original Message Original Message HTML tags Exclaimer can resolve HTML tags as reply separators. It matches first the element, then the attribute (if present in search string) and finally the attribute value (again, if present in search string). Matches element then matches attribute then matches attribute value. Match Doesn t match IMPORTANT! \ allows you to escape characters. For example, the semi-colon is used to separate the list of text strings that Exclaimer uses to search for reply separators. However, it is also used as a separator within the style attribute of an HTML tag. To preserve these semi-colons without Exclaimer seeing it as the next text string to search you must insert a backslash before the semi-colon border:none\;border-top. Spaces - will look for one or more consecutive spaces. For example, Exclaimer will match: -Original Message -Original Message- -Original Message- Message Classes This contains information that details what Exclaimer will add disclaimers to. By 40 42 default, Exclaimer will disclaim mail messages but not appointments, tasks etc. We recommend that you do not modify this list unless directed to by Exclaimer support. Should you need to change this you can do so by entering an appropriate list of MAPI message classes separated by a semi-colon (;) that you want Exclaimer to disclaim. Categorizer tab This tab allows you to override how Exclaimer categorizes s as internal, outgoing or incoming. These settings are used by the Rules Processor to differentiate between internal, incoming and outgoing messages. Internal Domains where you enter the SMTP domains that you are authoritative for. This will usually be your organization s primary domain (including the ubiquitous.local). It may also contain other domains that you have pre-filled in your Exchange Administration or IIS setup.Internal Addresses where you enter specific addresses that you want categorized as internal, that would otherwise have been categorized as external. This is used to define the Anyone Internal option in the Addressing tab of the Add Mail Rule box, see Add Mail Rule box section. External Domains where you enter a list of domains that you want categorized as external, that would otherwise have been categorized as internal. External Addresses where you enter a list of specific addresses that you want categorized as external, that would otherwise have been categorized as internal. 41 43 Treat all contacts as external addresses You use this checkbox to change the way your contacts are treated by Exclaimer. Remove the tick from this checkbox to force Exclaimer to treat all the contacts in your Active Directory as external when categorizing an. Place a tick in this checkbox to make Exclaimer Mail Utilities treat your Active Directory contacts as internal. Bifurcate non-tnef messages that are categorized as both internal and external Leave this option unchecked (without a tick) unless instructed to change it by Exclaimer Technical Support. DNS tab These settings are only used by Exclaimer anti-spam and anti-virus modules to check and validate messages from external domains. DNS Servers for specifying the DNS Servers you use to retrieve MX records for checking the authenticity of sending mail agents. Entering other servers can help to reduce loading on the default DNS servers. You can add or change the DNS servers you use for checking MX records by entering their IP addresses in this field. Relay Servers a list of servers (IP Addresses) that you control which may relay mail into your domain. Exclaimer uses this list of servers to establish which agents in an SMTP conversation it should trust and which it should attempt to validate. Check - to verify the DNS servers you specified in the DNS Servers field. 42 44 You do not need to add any MX servers that you host for domains that you are authoritative for. Exclaimer Mail Utilities automatically gathers this data from the DNS and the internal domains field. Proxy Server tab If you are using a Proxy server this is where you enter the details of the Proxy server you are using to access the Internet. If you are using a proxy server, Exclaimer will require this information to contact the Anti-Spam and Anti- Virus detection centers. Use Proxy Server Place a tick in this checkbox if you are using a Proxy server to access the Internet. Proxy Server Address This is where you enter the IP address, FQDN or NETBIOS name of your Proxy Server. Proxy Server Port This is where you enter the port number you use to communicate with your Proxy Server. Proxy Authentication This is where you select the type of authentication your Proxy Server requires (if any). Check You use this button to verify that Exclaimer Mail Utilities can reach the anti-spam and anti-virus detection center. 43 45 Active Directory In normal operation we recommend you leave these fields blank. If you do this Exclaimer will use appropriate defaults when querying your Active Directory. However, you can enter information to manually override Exclaimer s defaults. IMPORTANT! If you change any of the default settings here you run the risk of Exclaimer failing to work properly. You must be confident that any changes you make will not affect the normal operation of Exclaimer. For example, if the Global Catalog you have set manually goes offline Exclaimer may fail to process. If you leave the Global Catalog field blank it will automatically find another GC should the one it is currently using go offline. Global Catalog This is where you can enter the FQDN of the Global Catalog Server that Exclaimer will use in Active Directory queries. For example, GC:\\gcservername.domain.local Domain Controller This is where you enter the FQDN of The Domain Controller that Exclaimer will use to contact the Domain Controller. This can be a server name or a domain name. For example, DC:\\dcservername\domain.local Cache the Active Directory search objects Place a tick in this checkbox to cache the Active Directory search objects. TTL: - This is where you enter the amount of time between caches. Exclaimer will normally cache the information used to find the best catalog server for 5 minutes for performance reasons. After this time it will refresh the information and may choose a different catalog server. 44 46 Credentials This is where you enter the information required to log into a specific domain controller. It is important to ensure that the credentials supplied have adequate read access to the Active Directory. You should only use this option when instructed to by Exclaimer Technical Support. 45 47 Performance tab This tab displays the processing settings for Exclaimer Mail Utilities. DO NOT modify this setting unless instructed to by Exclaimer Technical Support. Error Handling tab This is where you configure how Exclaimer behaves when an error is encountered. Error Handling Place a tick in this checkbox to enable error handling. Deliver message anyway Select this option if you want Exclaimer to deliver messages that it has not been able to process. Discard the message Select this option if you want Exclaimer to discard messages that it has not been able to process. 46 48 Quarantine the message but if that fails, deliver the message anyway Select this option if you want Exclaimer to deliver messages that it has not been able to process and has failed to write to the quarantine folder. Quarantine the message but if that fails, stop the SMTP service Select this option if you want Exclaimer to stop the SMTP service if it has not been able to process an message and has failed to write to the quarantine folder. By stopping the SMTP service Exclaimer will not allow the message to be delivered. By default this is set at 50. Folder This is where you select the folder you want Exclaimer to store quarantined (unprocessed) messages. Notify Sender of the Error Handling Action Place a tick in this checkbox to send an to the original sender telling them that their message has failed. If you have configured Error Notifications to be sent to the admin contact, the admin contact will receive a similar message. Anti-Spam This is where you configure Exclaimer SPF Best Guess Policy and when it performs its Anti-Spam checks. You can also edit the contents of Exclaimer Mail Utilities bounce. SPF is a special format of DNS text record which details the servers authorized to send and helps to identify faked or spoofed messages. By referring to the SPF policy that the domain owner has published Exclaimer Mail Utilities can identify whether an message has been sent from an authorized server. Defer anti-spam checks until after DATA command Place a tick in this option if you want Exclaimer to defer its spam checks until after it has received the DATA command. Exclaimer will classify a message as spam as soon as it has all the data it needs to do so. Exclaimer Mail Utilities usually defers processing of this classification until the entire message has been received (which in SMTP protocol terms, is after the DATA command has been completed). In some cases Exclaimer will block a sender before it reaches the DATA command. You can force Exclaimer to wait until after the DATA command using this option. Using this option can make the whitelist and backdoor more effective as Exclaimer waits until it has received the whole message before it performs any spam checks. This option also allows you to treat both messages sent directly to you or those relayed via a secondary MX server equally, helping to minimize false positives. Choosing to defer spam checks until after the DATA command does not affect Exclaimer spam blocking rate. If you are worried about the bandwidth remove the tick from this option. When this option is unchecked Exclaimer will perform some of its spam checks before DATA command therefore reducing the number of messages you actually download. Bounce Message - You use this area to edit the subject and contents of the bounce message, should an incoming be rejected after the protocol has finished. A bounce message is an that is sent back to the original sender when their message has been rejected by the Anti-Spam Engine and you have enabled the Bounced message feature.