PureMessage for Microsoft Exchange startup guide
Contents
1. ET PAI RTNEI MEOUT ET PAI RTNEI IMEOUT lt integer gt must be replaced with the required timeout in seconds The default time out used by SQL Server is 10 seconds 47 PureMessage for Microsoft Exchange 48 19 Glossary Active Directory synchronization Active Passive cluster adware and PUAs background scanning dashboard demilitarized zone DMZ downstream email relay Exchange Store failover information store malware node non delivery report NDR on access scanning A one way synchronization of Active Directory users and groups with the PureMessage cache A two node cluster where the Active node owns the services and the Passive node remains inoperative Adware displays advertising for example pop up messages which affects user productivity and system efficiency A potentially unwanted application PUA is an application that is not inherently malicious but is generally considered unsuitable for the majority of business networks A form of scanning in which the Exchange Store is scanned when the Exchange server has periods of low activity An at a glance view of the status of the PureMessage servers A network area protected by firewalls that sits between an organization s internal network and an external network usually the internet A transmission from an information server toward an end user A type of server u2. 5 Ensure the Synchronize with Active Directory checkbox is checked You can then configure PureMessage to synchronize with Active Directory refresh its local copy automatically or periodically PureMessage keeps a local copy cache of the users and groups from Active Directory for performance reasons 6 Click Synchronize now to start the synchronization process instantly If you have selected Automatic synchronization and if a change is made to an entity in Active Directory it may take about 15 minutes for the change to reflect in PureMessage Before you can set up your transport SMTP and Exchange store configuration you need to set up alerts See Setting up alerts page 16 15 PureMessage for Microsoft Exchange 16 5 Setting up alerts 5 1 5 2 In order to receive PureMessage administrator alerts you must configure this feature You can also set up a template for alerts Setting up an address for alerts In the console tree click Configuration System and then click Alert configuration In the Email addresses tab of the Alert configuration dialog box click Add Enter the administrator s email address in the Send administrator alerts to panel Enter an email address in the Sender email address panel The email address will be used for sending out alerts and other PureMessage generated messages Click OK to save your changes Setting up a template for email alerts The default email template for aler
3. In the Content filtering dialog box ensure that the status icons for inbound outbound and internal messages title bars are Green and display ON Under Outbound messages select the On blocked phrase check box Under Outbound messages On blocked phrase click Define On the String wildcards supported tab click Add Click in the Phrase box and type Confidential Make sure that the Attachment check box is selected wh DY SR S 41 PureMessage for Microsoft Exchange 17 1 2 42 8 Click OK to save your changes and return to the Content filtering dialog box 9 Under Outbound messages click the On blocked phrase drop down list and select Quarantine 10 message and deliver In the Manage changes menu click Save changes Filtering blocked phrases regular expressions To define a regular expression as a blocked phrase 1 ov Ot eS In the console tree click Configuration Transport SMTP Scanning Policy and then click Content In the Content filtering dialog box ensure that the status icons for inbound outbound and internal messages title bars are Green and display ON Under Internal messages select the On blocked phrase check box Under Internal messages On blocked phrase click Define On the Regular expression tab click Add Click in the Phrase box and type the following regular expression 0 9 4 0 9 4 0 9 4 0 9 4 This expression will match credit card numbers in both 12
4. click the drop down arrow and select Sophos Enter your username and password If necessary enter proxy details You have preconfigured updating and are ready to install PureMessage Installing PureMessage To install PureMessage do as follows Note The following services and any dependent services may be stopped and started during the installation of PureMessage jait Internet Information Services IIS Microsoft Exchange Transport service Microsoft Exchange Information Store service Distributed File System Replication DFSR service Log on to the server as an administrator based on your environment E Ifyou are in a domain log on with domain administrative privileges E Ifyou are in a workgroup log on with local administrative privileges Note When installing on Exchange 2010 make sure you are a member of the Exchange Organization Administrators group If installing from a Sophos PureMessage CD run the CD and follow the on screen links Then go to step 4 Visit the Sophos product download page at http www sophos com support updates You will need credentials to download products and documentation Browse to the PureMessage page and download the PureMessage for Microsoft Exchange installer package you require Choose Anti virus and anti spam or Anti virus only as your license permits Using Windows Explorer browse to your download folder and start the installer package The installation
5. large message stores this can mean that background scanning will not complete a full scan of the store For information on defining background scanning periods and enabling background scanning see Configure scanning of Exchange stores page 21 startup guide 17 Appendix E Filtering attachments containing unwanted 17 1 17 1 1 content PureMessage can analyse content within common document types This enables you to search for phrases within those documents when they are attached to messages as files and apply policy rules accordingly PureMessage can extract content from the following file types Plain text TXT HTML Rich text RTF PDF Microsoft Office documents DOC DOCX PPT PPTX XLS XLSX etc Microsoft Project Microsoft Visio Filtering blocked phrases within attachments This section contains two examples of how you can define policies to filter attachments which contain blocked phrases 1 Identify attachments containing the word Confidential You do this by defining a string of text as a blocked phrase 2 Identify attachments containing credit card numbers in the format 1234 1234 1234 1234 or 1234123412341234 You do this by defining a regular expression as a blocked phrase Filtering blocked phrases strings of text To define a string of text as a blocked phrase 1 In the console tree click Configuration Transport SMTP Scanning Policy and then click Content 2
6. Exchange stores E On access scanning is done in real time when new items are added to the Exchange Store and accessed by an email client E Proactive scanning occurs when messages and files are written to the Information store E Background scanning is done continuously at off peak times For more information see Exchange Store scanning page 39 Enable store scanning and alerts 1 In the console tree click Configuration Exchange store scanning policy 2 In the Anti virus dialog box in the Exchange store scanning panel ensure the ON OFF icon displays ON If it displays OFF click the icon to turn it on 3 In the On infection panel select Replace attachment with text from the drop down menu The Text button appears If you click the Text button you can edit the text shown when PureMessage replaces an infected attachment 4 In the On infection panel click Alert 5 Inthe Alert configuration dialog box ensure the Administrator checkbox is checked and click OK to save your changes and return to the Anti virus Exchange store scanning pane 6 In the Manage changes menu click Save changes PureMessage now m scans the Exchange information store for viruses and replaces the attachment with the configured text E sends an alert to the Administrator Now configure scanning of Exchange stores Configure scanning of Exchange stores Note The Exchange Store is made up of both public and private stores m A pub
7. If the user owns multiple email addresses aliases the spam quarantine website will show email messages quarantined for all the addresses If you want to distribute written instructions to your users that explain how to access the spam quarantine website see the PureMessage for Microsoft Exchange user manual Setting up quarantine digest emails to users PureMessage can send each user a message informing them that some of their email has been quarantined as spam The user can follow a link to the web based spam quarantine where they can delete unwanted mail or retrieve wanted mail To do this set up spam quarantine digest email and schedule times when PureMessage should send it out 1 In the console tree click Configuration Users and groups and click End user spam digest email 2 In the End user spam digest email dialog box enter a subject in the Digest subject text box 3 In the Digest body text panel edit the digest as appropriate or accept the default text To enter or edit a substitution symbol right click and select a substitution symbol from the drop down menu 4 In the Send digests on panel select the days and times you want to send out digests Click OK to save your changes 5 In the Manage Changes menu click Save changes PureMessage now sends quarantine digest emails to users at specific times 25 PureMessage for Microsoft Exchange 11 Monitoring system activity The dashboard shows the system statu
8. Users and groups E pa Transport SMTP scanning policy Gil Filtering p Anti virus lt Anti spam G Content Disdaimers Be Exchange store scanning policy Quarantine Reports 4 Help and information If you set up a mail domain and upstream email relay during installation see Connect to Active Directory page 14 If you have not yet set up a mail domain see Set up a mail domain and upstream trusted relay page 13 4 2 Set up a mail domain and upstream trusted relay For PureMessage to determine inbound outbound and internal mail correctly you should configure your mail domains and any upstream trusted relays 13 PureMessage for Microsoft Exchange 14 4 3 For information on configuring upstream trusted relays see Appendix B How to configure upstream trusted relays page 36 1 In the console tree click Configuration System and then click Routing 2 In the Routing dialog box do as follows a Click Add and enter an address in the Mail domains panel such as mycompany com Note You need not specify sub domains When you specify a domain the sub domains are included automatically b To add an upstream trusted relay click Upstream trusted relays 3 In the Upstream trusted relays dialog box click Add to specify an upstream trusted relay address or range of addresses 4 In the Specify Host IP Addresses dialog box enter a single IP address or a range of addresses You can also enter
9. a comment for administrative use and click OK 5 In the Upstream trusted relays dialog box click OK to save your relay s 6 In the Manage changes menu click Save changes PureMessage now recognizes your specified mail domains and upstream trusted relays Now connect to Active Directory See Connect to Active Directory page 14 Connect to Active Directory You can configure PureMessage to integrate with Microsoft Active Directory You can then use recipient validation features and create message policies based on users and groups already configured in the directory server If you do not need to use these features skip this section Note To configure directory server settings when using ADAM AD LDS see the PureMessage for Microsoft Exchange user manual 1 In the console tree click Configuration Users and groups and click Active Directory 2 Inthe Active Directory dialog box click Detect Active Directory The directory server settings should be filled in automatically If not you may need to fill in the directory server settings manually 3 Enter the user name and password in the Logon Credentials pane if you are synchronizing with an instance of ADAM AD LDS or if you are synchronizing with the Active Directory Global Catalog Server Otherwise PureMessage will log on using the SophosPureMessage service account 4 Click Verify settings PureMessage will attempt to log on to your directory server startup guide
10. email borne threats SMTP scanning SMTP filtering The SMTP filtering options in PureMessage perform recipient validation and use custom block lists to block hosts and messages in order to reduce the processing overhead on the server and save bandwidth Recipient validation Organisations receive a lot of spam messages that are addressed to non existent users Recipient validation allows you to discard messages addressed to non existent users This option requires a connection to a directory server or custom users and groups to provide the email addresses which are used to validate recipients Typically this will be an Active Directory server Block lists Block lists allow you to specify hosts and senders from whom PureMessage should not accept any messages Note For information on enabling recipient validation and creating block lists see the PureMessage for Microsoft Exchange user manual Anti virus policies You can define separate anti virus policies for inbound outbound and internal mail For information on configuring anti virus scanning see Ensuring anti virus scanning is enabled page 17 Anti spam policy If your license permits you can define an anti spam policy PureMessage applies the anti spam policy only to inbound messages The anti spam policy is On by default and applies to all users but you can configure exceptions For information on defining an anti spam policy see Blocking spam page 19 s
11. isolated in a secured format in a central location on disk Administrators can deal with these messages in a number of ways such as disinfect delete or deliver them You can also enable users to access a spam quarantine website where they can review and deal with their quarantined spam messages This section tells you how to do quarantine database housekeeping deal with quarantined messages enable end users to access the spam quarantine website set up digests to tell users about spam and suspected spam Quarantine housekeeping You can specify the number of days to keep quarantined mail before deleting it 1 In the console tree click Quarantine In the Configuration menu click Change quarantine settings Inthe Quarantine settings dialog box specify the number of days you want to keep quarantined mail before deleting it in the Number of days to keep mails in quarantine before deletion box 4 Click OK to save your settings and return to the Quarantine pane 5 In the Manage Changes menu click Save changes 23 PureMessage for Microsoft Exchange 10 2 Dealing with quarantined messages 24 1 In the console tree click Quarantine er pi bje Ressa T Message 1D O E OE T reasons MN z l leizabethtobert FROM Mrs F From 19 06 2007 z y708 26 b1 s2022 Suspected s so bugbear reques Information Suspecteds s7 to See E ls 26 b1 s200r2
12. microsoft com en us library ms179306 aspx ENDPOINT AS TCP LI ER_PORT FOR lt port gt must be replaced with a TCP port number to be used for the endpoint e g 7022 DATA_MI RRO RING m ROLI Mirroring lt port gt a TNESS Point the principal server instance s partner to the mirror server instance ET PARTNE SET PARTNEI GI ET PARTNE E Ps ET PARTNE Ifa witness server is required then it can be configured as follows Witness gt CREATE STATE STARTED STEN lt hostname gt must be replaced with the fully qualified DNS hostname of the principal server startup guide 9 Ifa witness server is required on the principal server set the witness for each database 10 11 Principal gt ALTER G DATABASE TCP lt h TCP lt h ostname gt Principal ostname gt gt ALTER lt port gt gt ALTER DATABAS lt port gt DATABAS Principal TCP lt h TCP lt h ostname gt Principal lt port gt gt ALTER DATABAS ostname gt lt port gt SavexCnfg SavexDir S S ET WI TN ET W ITNES SavexQuar SavexRprt S ET WI TNE S ET WI TNE ESS Ss S
13. or passive Passive Cluster group BeeEx1 Shared storage G z InstallShield lt Back Cancel 13 6 1 Example Two node A P cluster A two node A P is the simplest type of cluster that PureMessage can be installed on 1 Install the PureMessage service on the node that owns the Exchange virtual server instance On the PureMessage Cluster Settings dialog select Active and then choose the Cluster group and Shared storage corresponding to the owned Exchange virtual server instance 2 Repeat the installation for the other passive node On the PureMessage Cluster Settings dialog select Passive 13 6 2 Example Four node A A A P cluster An A A A P cluster has four nodes three active and one passive and three Exchange virtual server instances one on each active node 1 Make sure that the three Exchange virtual server instances are owned by three different nodes This is the normal arrangement for an operational Exchange cluster so will usually require no action 33 PureMessage for Microsoft Exchange 13 7 13 8 13 8 1 34 2 Install the PureMessage service on the first active node using settings appropriate for the first Exchange virtual server instance On the PureMessage Cluster Settings dialog select Active and then choose the Cluster group and Shared storage corresponding to the owned Exchange virtual server instance 3 Install the PureMessage service on the second active node us
14. quarantined items to an administrator to review the content of the email For more information see the PureMessage for Microsoft Exchange user manual startup guide 10 3 10 4 5 Note that PureMessage delivers a copy of the email The original file remains in the quarantine folder for the number of days specified in the Quarantine settings dialog box unless you choose to Automatically delete message s from quarantine after delivery 6 If you want to add the sender to your list of trusted senders check the Add sender to allowed list skip spam scanning for this sender checkbox 7 Click OK to save your changes Enabling end users to access the spam quarantine website There are two ways to enable end users access the spam quarantine website You can set a task to send all users with quarantined spam mail an email notification so they can click a link to access the website See Setting up quarantine digest emails to users page 25 Alternatively if you use Active Directory users can visit the spam quarantine website directly at any time using a web browser such as Internet Explorer at the following address http servername port Where servername is the name of the server on which PureMessage is installed and port is the port number for the quarantine digest website port 8081 by default When the user accesses the website Internet Information Services IIS will authenticate the user with Windows Authentication
15. scheduled to take place automatically at a particular time A single Exchange 2007 server that provides all Exchange services and stores all Exchange data for the entire organization An internet standard for email transmission across IP networks Email server software uses SMTP to send and receive mail messages A program that installs itself onto a user s computer by stealth subterfuge or social engineering and sends information from that computer to a third party without the user s permission or knowledge A transmission from an end user toward the server A known email server that sends or forward emails to the server on which PureMessage is installed 49 PureMessage for Microsoft Exchange 50 20 Technical support You can find technical support for Sophos products in any of these ways Visit the SophosTalk community at http community sophos com and search for other users who are experiencing the same problem E Visit the Sophos support knowledgebase at http www sophos com support E Download the product documentation at http www sophos com support docs Send an email to support sophos com including the following information E Sophos software version number s m Mail server or gateway details m Operating system s and patch level s m The exact text of any error messages startup guide 21 Legal notices Copyright 2010 Sophos Group All rights reserved No part of this publication m
16. then go to Appendix A Deploying PureMessage to Exchange clusters page 29 The PureMessage product consists of two components E The PureMessage service E The PureMessage administration console This section tells you how to install both on a single server and also how to install a separate administration console in order to manage remote PureMessage servers Installation involves the following steps m Checking the system requirements Preparing for installation Preconfiguring updates Sophos Enterprise Console customers only Installing PureMessage Installing a PureMessage console on a separate computer optional System requirements For system requirements see the system requirements page of the Sophos website http www sophos com products all sysreqs html If you are currently using MSDE or SQL Server 2000 database it is recommended that you upgrade to SQL Server 2005 or later any edition for optimized performance For details on how to upgrade existing MSDE or SQL Server 2000 database see http www sophos com support knowledgebase article 31157 html Preparing for installation Note E PureMessage installs Microsoft NET Framework 3 5 SP1 as a prerequisite This component has known issues related to Exchange Web services After installing PureMessage it is recommended to install the update for NET Framework provided in Microsoft knowledgebase article 959209 http support microsoft com kb 959209 If
17. 34 1234 1234 1234 and 1234123412341234 formats 7 Make sure that the Attachment check box is selected 8 Click OK to save your changes and return to the Content filtering dialog box 9 Under Internal messages On blocked phrase click Alert 10 ll 12 In the Alert configuration dialog box select one or more check boxes to specify who will be notified in the event of PureMessage quarantining a suspicious attachment Click OK to save your changes and return to the Content filtering dialog box In the Manage changes menu click Save changes You can find more information about creating regular expressions at http www regular expressions info startup guide 18 Appendix F Database Mirroring 18 1 Database mirroring is a feature of SQL Server available only in the Standard and Enterprise editions of SQL Server since SQL Server 2005 SP1 that provides high availability without the need for a single copy cluster To use mirrored databases with PureMessage you must perform the following E Prepare SQL Server instances page 43 m Install PureMessage with database mirroring page 44 m Configure PureMessage for database mirroring page 44 Prepare SQL Server instances Before installing PureMessage you must prepare the SQL Server instances that will be used A mirrored SQL database requires two or three SQL Server instances 1 A principal server instance data source 2 A mirror server instance failov
18. CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY WHETHER IN CONTRACT STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE 51
19. ERY lt path gt must be replaced with a path to a folder where the backup is held If the path names of the principal and mirror databases differ then it will be necessary to use the MOVE option of the RESTORE command e g Mirror gt RESTORE DATABASE SavexCnfg FROM DISK lt path gt SavexCnfg bak WITH NORECOVERY MOVE SavexCnfg TO C Program Files Microsoft SQL Server MSSQL 1 MSSQL DATA SavexCnfg mdf MOVE SavexCnfg_log TO C Program Files Microsoft SQL Server MSSQL 1 MSSQL DATA SavexCnfg_1 LDF For more information on preparing a mirror database for mirroring see http technet microsoft com en us library ms 189047 aspx 4 Create a mirroring endpoint on the principal server instance Principal gt CREATE ENDPOINT Mirroring STATEH STARTED AS TCP LISTENER_PORT lt port gt FOR DATA MIRRORING ROLE PARTNER T lt port gt must be replaced with a TCP port number to be used for the endpoint e g 7022 45 PureMessage for Microsoft Exchange 46 Create an endpoint on the mirror server instance Mirror gt CREATE ENDPOINT Mirroring STATE STARTED AS TCP LISTENER_PORT lt port gt FOR DATA MIRRORING R
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21. OLE ALL Mirror Mirror gt Mirror gt Mirror gt lt port gt must be replaced with a TCP port number to be used for the endpoint e g 7022 gt ALTE ALTE ALTE ALTE Point the mirror server i R DATABASE TCP lt hostname gt lt port gt R DATABASE TCP lt hostname gt lt port gt R DATABASE TCP lt hostname gt lt port gt gt ALTER R DATABASE TCP lt hostname gt lt port gt nstance s partner to the principal server instance SavexCnfg SET PARTNER SavexDir SET PARTNE SavexQuar SET PARTNE SavexRprt SET PARTNER Principal Principal Principal TCP lt hostname gt ALTE TCP lt hostname gt Principal E TCP lt hostname gt gt ALTER gt ALTI DATABASE G Vv lt port gt R DATABAS lt port gt iR DATABAS lt port gt DATABAS TCP lt hostname gt lt port gt lt hostname gt must be replaced with the fully qualified DNS hostname of the mirror server lt port gt must be replaced with a TCP port number to be used for the endpoint e g 7022 For more information on setting up database mirroring using Windows authentication see E Ps II E Fy SavexCnfg S SavexDir SavexQuar SI SavexRprt S http technet
22. S SS lt hostname gt must be replaced with the fully qualified DNS hostname of the witness server lt port gt must be replaced with a TCP port number to be used for the endpoint e g 7022 For more information on adding a database mirroring witness using Windows authentication see http technet microsoft com en us library ms190430 aspx Depending on the permissions of the accounts running the SQL servers it may be necessary to explicitly grant permissions to the accounts for accessing the endpoints as follows Principal gt GRANT CONN Mirror gt GRANT CONN Witness gt GRANT CONNI ECT ON ENDPOINT Mirroring TO lt user gt ECT ON ENDPOINT Mirroring TO lt user gt ECT ON ENDPOINT Mirroring TO lt user gt lt user gt must be replaced with the SAM name of account running the accessing SQL Server If necessary e g if the servers are under heavy load increase the ping timeout for the connections as follows Principal lt integer gt lt integer gt Principal gt ALTE E ys DATABAS gt ALTE E Ps DATABAS Ps DATABASE Principal lt integer gt Principal lt integer gt gt ALTEI gt ALTE E vs DATABAS SavexCnfg SavexDir SavexQuar SavexRprt S ET PARTNE IMEOUT SET PARTNEI S 5 MEOUT
23. SOPHOS PureMessage for Microsoft Exchange startup guide Product version 3 1 Document date May 2010 Contents I ADOUt thisse ides cert et cs sees ates cee eo ete ess tear ool tae ces at et eo Ae el acts cnet 3 2 Planning your PureMessage deployment essescessecesseeesesseeeseeeeseeeeaeseeecseseeseseeaeseecseeeeaesetaeseeeaeees 4 3 Installing PureMessage ies cesiccsieisiest iiseitslinetilinaniedasbe inset daees Saeed ave neds asc A e R 6 4 Starting and configuring PureMessage eseessssscesseceseeceseseeceseeeesceceacseecsceecseseeacseeacseeeeaceesaseeeesseees 13 5 Seting Up alerts e Ea a a EE E a a E a eae a e EE eS aiea ata eanne ge 16 6 Ensuring anti virus scanning is enabled eeseeeeseeseeesseecseeeeseseeecsceeeseeeeacseeessceeeseeeeacseeeeseeeaeeesees 17 7 Blocking files which may contain threats ccssessssscsseeeeseeeeecseeeeseseeseeeeaeeeeecsceeeseeeeaeseeeeseeesseeeeaeeesees 18 A ek ae TT Det a EEE Fe er pater eee ee 19 9 Scanning Exchange Message Stores ssssssssscsssecsseeeeseeseecseeecsseceacseeacseeeessessacscesscseeseeeeasseesseeeeaeeeeees 21 10 Dealing with quarantined items essessssscesseeeseeeeesseceseseeccseseeseeeeacseeaeseseesceeeassceacseeesaseeeaeeeeesseees 23 Ll Monitoring system activity eiccisccccccssccicciccteesssesieceaiesseccesssaecuesescvedecccsvedesateccasestesiteiadteesdenieedtasesecteseasies 26 12 Uninstalling PureMessage sessssscsssseccssscsseeeessesescssecescecescscacscseeseeee
24. aesceasseeesssseeasseacseeeesceeeaceeeaeasees 28 13 Appendix A Deploying PureMessage to Exchange clUSters esssessseecesseeeseeeeseeceecseeeesceeeacseeeeeeees 29 14 Appendix B How to configure upstream trusted relays eeseeeeesseeeseeeeseeeeseeeeecseeesaceetaseeeeeseees 36 15 Appendix C How does PureMessage route mail eeeesesesssceeeeeseeeeeseeeescseescsceecseesseseeateeeeeeeees 37 16 Appendix D About PureMessage mail scanning sesessesesssceseeeeseeeeeseeeeseeeeaeseeecsceessceeeacseeeeseees 38 17 Appendix E Filtering attachments containing unwanted CONteNt cesses eseeeeeseeeeeeeeeeeees 41 18 Appendix F Database Mirtoriiguenesecernienea a i ai Ea a E A s a E 43 19 gt Glossar e nnion Ea EnA EEE e EA aA ETEA a ROETE ENEA Ao ETEN A See Eie RSE 48 20 Technical supporten e a e ra ar a a e aea a e T EES 50 21 Tegal TOITA A AAA A A E A E A 51 startup guide 1 About this guide This guide tells you how to do the following install PureMessage for Microsoft Exchange start PureMessage integrate PureMessage with Active Directory set up alerts ensure that anti virus scanning is enabled block file types that may contain threats set up spam blocking if your license permits set up Exchange store scanning deal with quarantined items enable end users to access and deal with quarantined items monitor system activity To upgrade see the PureMessage for Microsoft Exchange upgrade guide instead of this guide PureMes
25. ales Replace with text x Text Alert C o Quara i Alert Add Remove Incteaseptiony Dectease priory Outbound messages Oninfection Alert a Onenctypted message Alet y y aaa On encrypted attachment Aent Internal messages Note You can define separate policies for each direction of mail and you can define specific policies for exempt users and groups For more information see the PureMessage for Microsoft Exchange user manual PureMessage now protects against viral threats Next see Blocking files which may contain threats page 18 17 PureMessage for Microsoft Exchange 18 7 Blocking files which may contain threats Sophos recommends that you block inbound email attachments that are most likely to contain threats The On suspicious attachment policy rule is preconfigured to block file types that are commonly used to transport email threats such as executable files exe scr com pif etc By default this rule is turned off 1 In the console tree click Configuration Transport SMTP scanning policy and then click Content 2 In the Content filtering screen ensure the status icon for inbound mail title bar is Green and displays ON 3 Select the On suspicious attachment checkbox Click Define to view and edit file types predefined by Sophos as suspicious attachments 4 Inthe Inbound messages Suspicious attachment type dialog box click the Attachmen
26. arantined mail These functions are described in the sections that follow startup guide 8 Blocking spam 8 1 You can configure PureMessage to deal with spam unwanted incoming email A typical anti spam setting would be to delete spam and quarantine suspected spam 1 5 In the console tree click Configuration Transport SMTP scanning policy and then Anti spam In the Anti spam screen in the Inbound messages bar ensure the ON OFF icon displays ON If it displays OFF click the icon to turn it on In the On spam panel select Delete message or your preferred setting from the drop down menu In the On suspected spam panel select Quarantine message or your preferred setting from the drop down menu In the Manage changes menu click Save changes Next you specify which mails you will categorise as spam and suspected spam by setting the spam ratings for PureMessage Change anti spam settings PureMessage gives each email a spam rating The higher the rating the more likely the email is to be spam PureMessage uses this rating to decide whether the email should be treated as spam or suspected spam 1 In the console tree click Configuration Transport SMTP scanning policy Anti spam and then Change anti spam settings In the Anti spam settings dialog box use the slider controls to adjust the threshold above which PureMessage regards an email as spam or suspected spam Note Sophos
27. ay be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise unless you are either a valid licensee where the documentation can be reproduced in accordance with the licence terms or you otherwise have the prior permission in writing of the copyright owner Sophos and Sophos Anti Virus are registered trademarks of Sophos Plc and Sophos Group All other product and company names mentioned are trademarks or registered trademarks of their respective owners XPExplorerBar Copyright 2004 2005 Mathew Hall All rights reserved Redistribution and use in source and binary forms with or without modification are permitted provided that the following conditions are met E Redistributions of source code must retain the above copyright notice this list of conditions and the following disclaimer E Redistributions in binary form must reproduce the above copyright notice this list of conditions and the following disclaimer in the documentation and or other materials provided with the distribution THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR
28. e email security trends Click Next In the Start Copying Files dialog box ensure the settings are correct If they are not use the back button to return to previous dialog boxes and change the settings When they are correct click Next PureMessage displays the installation progress and installs Sophos Anti Virus and Sophos AutoUpdate if not already installed Sophos AutoUpdate automatically downloads updates to virus data and anti spam rules Note In certain circumstances the installation may require you to restart the server The installation will continue after restarting When installation is complete the InstallShield Wizard Complete dialog box is displayed Click Finish If you also want to install a separate PureMessage administration console see Installing a PureMessage console on a separate computer page 10 Note If you have Microsoft Exchange server installed on your network you may need to disable or exclude files from scanning For more information see the Sophos support knowledgebase article http www sophos com support knowledgebase article 40065 html To start using PureMessage see Getting started with PureMessage page 13 Installing a PureMessage console on a separate computer The PureMessage administration console can be installed on a computer without the PureMessage service in order to manage remote PureMessage services To install PureMessage console onto a separate computer 1 2 On the comput
29. ends for each main category of information in the form of a graph The information includes m The current day s transport SMTP scanning statistics including message volume spam and viruses m The current day s Exchange store scanning statistics including attachments processed and viruses detected m The current day s quarantine statistics All information is refreshed every two minutes 27 PureMessage for Microsoft Exchange 12 Uninstalling PureMessage On Exchange 2007 2010 PureMessage should be uninstalled from the mailbox only role before it is uninstalled from the Exchange transport server To uninstall PureMessage do as follows If the PureMessage Administration console is open on any server close it At the taskbar click Start Settings Control Panel In Control Panel double click Add Remove Programs In the Add Remove Programs dialog box select Sophos PureMessage and click Remove a A WO N e In the Confirm Uninstall message box click Yes A progress bar is displayed Wait for uninstallation to complete 28 startup guide 13 13 1 13 2 13 2 1 13 2 2 Appendix A Deploying PureMessage to Exchange clusters How PureMessage works with Exchange clusters PureMessage incorporates a cluster aware service that can be installed across multiple nodes This allows PureMessage to be used with clustered Microsoft Exchange servers and to take advantage of the increased re
30. er partner 3 Optionally a witness server instance For information on SQL Server preparation for mirroring see http www microsoft com technet prodtechnol sql 2005 dbmirror mspx http msdn microsoft com en us library ms190941 aspx Note m Ensure that the SQL Server instances are authenticated to access each other This means that the accounts under which a SQL Server instances run must be granted access to the other SQL Server instances used in the mirror set and that remote connections e g over the TCP IP protocol must be enabled m The principal and mirror server instances should host the same edition of SQL Server and it should be an edition that supports mirroring E For automatic failover a witness server is required m For high availability the SQL Server instances must be installed on different physical servers and use synchronous mode m If any firewalls exist between the SQL Servers they must be configured to allow the SQL servers to communicate over the TCP port chosen for mirroring E It is recommended that SQL installations use the same SQL instance name and file paths on all servers 43 PureMessage for Microsoft Exchange 18 2 Install PureMessage with database mirroring 18 3 44 Database mirroring is enabled in PureMessage by selecting the Remote database option and supplying the names of both the principal and mirror server instances during installation The names should be entered in the Pu
31. er where you want to install the console start the PureMessage installer In the Welcome dialog box click Next startup guide 3 6 3 In the License Agreement dialog box click I accept if you agree to the terms 4 In the Select Features dialog box clear the PureMessage Service check box and leave the Administration Console check box selected Click Next 5 In the Choose Destination Location dialog box select your preferred destination folder and click Next 6 When installing in a Workgroup the PureMessage Service Credentials dialog box will appear Click Create and enter a password and confirm it to create a SophosPureMessage user If the user account already exists you will be prompted to enter its password This account is used to connect to Sophos PureMessage services Click Next 7 In the Start Copying Files dialog box click Next 8 When installation is complete the InstallShield Wizard Complete dialog box is displayed Click Finish 9 Double click the PureMessage icon on your desktop to start the PureMessage administration console In certain circumstances the installation may require you to restart the server The installation will continue after restarting PureMessage Configuration Group If several PureMessage servers are required to implement the same policy then they should be installed to the same PureMessage group This is achieved by selecting the same database and PureMessage group name during installa
32. ers both Exchange and non Exchange by deploying PureMessage in a gateway role on a front end server to filter the majority of unwanted email from inbound SMTP traffic Example SMTP gateway role The figure below shows PureMessage installed on a Windows IIS SMTP server upstream from a group of Exchange 2003 servers IIS SMTP server External firewall EX PureMessage Figure 2 SMTP gateway role Exchange 2003 servers Internal NA firewall 24 optional In this example PureMessage performs the following functions on the front and back end servers Front end server SMTP gateway Back end servers Exchange 2003 Scans inbound SMTP traffic and removes malware and spyware Scans outbound and internal emails and filters malware and spyware Scans Exchange private and public information stores and filters malware and spyware Scans inbound SMTP traffic and deletes high scoring spam Removes unwanted file types from inbound SMTP traffic Scans inbound SMTP traffic and discards emails sent to non existent recipients Scans inbound emails and quarantines emails with a medium to high spam score Filters content within inbound outbound and internal emails PureMessage for Microsoft Exchange 3 3 1 3 2 Installing PureMessage This section describes how to install PureMessage Note If you are installing PureMessage to an Exchange cluster check the system requirements and
33. h site must be the same across nodes 29 PureMessage for Microsoft Exchange 13 3 13 4 30 E For Cluster Continuous Replication CCR a clustered Microsoft Exchange 2007 system must be configured to operate in CCR mode E For Single Copy Cluster SCC a clustered Microsoft Exchange 2003 or 2007 system must be configured to operate in SCC mode E For SCC a shared drive is required for storing files that are to be shared between cluster nodes The shared drive must have a disk resource present in the same cluster group as the Exchange cluster resources For SCC CCR clusters ensure your cluster type is supported Cluster type Supported Document type Active Passive Yes PureMessage is supported on all Active Passive clusters regardless of how many active or passive nodes are present within the cluster This includes popular cluster configurations such as A P A A P and AIA AIP Active Active No Since an Active Active cluster could require multiple instances of PureMessage to be online on a single node at a particular time this type of cluster is not supported Important information about installing on CCR and DAGs For Cluster Continuous Replication CCR and Database Availability Groups DAGs PureMessage uses DFS Replication DFSR to copy quarantine files between nodes m If you are joined to a Windows Server 2000 or Windows Server 2003 non R2 domain DFSR requires that object classes be added to t
34. he domain directory partition to contain replication groups and content sets before installing PureMessage Read http www sophos com support knowledgebase article 57333 html to learn how to do this m Ifyou are installing PureMessage on a Windows Server 2008 computer that is running SP1 and is joined to a pre Windows Server 2008 based domain read http www sophos com support knowledgebase article 57334 html before you begin Installation procedure on CCR E Do not install on different nodes within a cluster concurrently The PureMessage service should be installed on each node within the cluster one after another but not simultaneously m Installations must be performed on both the active and passive nodes E You should not failover or move cluster groups during the installation process In order to meet these installation criteria the following installation procedure is recommended startup guide E Run the PureMessage installer and let the InstallShield Wizard guide you through installation as described in Installing PureMessage page 6 Information about an additional screen that will appear is provided below E When installing PureMessage on each active node that owns an Exchange virtual server instance On the PureMessage Cluster Settings dialog select Active for the PureMessage virtual server instance and choose the corresponding Cluster Group from the drop down menu E When installing PureMessage on each passive cluste
35. ia as in Figure 3 E Your ISP s SMTP server E Any email relays located on your network which are upstream to your PureMessage server s A server which delivers mail to other servers in a cluster For more information see Set up a mail domain and upstream trusted relay page 13 ISP Local IIS Exchange SMTP email server server relay Trusted Trusted DK 2 upstream upstream relay relay z PureMessage Figure 3 Trusted upstream relays startup guide 15 Appendix C How does PureMessage route mail PureMessage uses the configured mail domains trusted upstream relays and IP address of the connecting host to distinguish between inbound outbound and internal mail 1 Is the recipient domain on the configured mail domain list No the message is outbound Yes go to step 2 2 Is the sender s IP address external Yes the message is inbound No go to step 3 3 Is the sender s IP address internal or unavailable Internal go to step 4 Unavailable the message is internal 4 Is the internal IP address on the list of trusted relays Yes the message is inbound No the message is internal 37 PureMessage for Microsoft Exchange 16 16 1 16 1 1 16 1 2 16 1 3 38 Appendix D About PureMessage mail scanning PureMessage scans all SMTP inbound outbound and internal email messages and Exchange store emails and includes threat reduction technology to protect against new or unknown
36. ing settings appropriate for the second Exchange virtual server instance On the PureMessage Cluster Settings dialog select Active and then choose the Cluster group and Shared storage corresponding to the owned Exchange virtual server instance 4 Install the PureMessage service on the final active node using settings appropriate for the final Exchange virtual server instance On the PureMessage Cluster Settings dialog select Active and then choose the Cluster group and Shared storage corresponding to the owned Exchange virtual server instance 5 Install the PureMessage service on the passive node On the PureMessage Cluster Settings dialog select Passive Uninstalling PureMessage from a cluster All PureMessage administration consoles if running need to be closed from all servers before uninstalltion Follow instructions in Uninstalling PureMessage page 28 Administering PureMessage on a cluster Several PureMessage servers may be arranged into a group and administered together from a single PureMessage console All PureMessage servers in a group have the same policy settings applied to them that is when a policy change is made it is automatically applied to all the servers in the group Using the PureMessage administration console In order to manage a group of PureMessage servers the PureMessage console should connect to any server in the group When policy changes are made they will be automatically applied to all se
37. inistration Settings dialog box enter an Administrator email address PureMessage will send alerts to this email address You can change this address later too Click Next Note PureMessage creates a security group in Active Directory called Sophos PureMessage Administrators which includes all PureMessage administrators By default the current user will be added to this group PureMessage for Microsoft Exchange 10 3 5 16 17 18 19 20 In the PureMessage Routing settings dialog box do as follows a Enter your company s email domain s such as mycompany com in the top panel Note You need not specify sub domains When you specify a domain the sub domains are included automatically b Enter the IP addresses of any trusted email relays such as your ISP s SMTP server and any email gateway server or appliance upstream of your Exchange servers Click Next Note PureMessage uses the upstream relays configuration to determine mail direction Not configuring an upstream relay can cause PureMessage to classify mail from upstream relays as internal and hence skip spam scanning for those messages For information on configuring upstream trusted relays see Appendix B How to configure upstream trusted relays page 36 In the Company Information dialog box you can enter details relating to the size location and market sector of your company or organization This valuable feedback helps SophosLabs analys
38. irectly from Sophos as described in Preconfiguring updates page 7 If you are installing PureMessage on multiple servers make sure that your SQL server is set up for remote access See the PureMessage for Microsoft Exchange release notes for further details Preconfiguring updates If you use PureMessage for spam blocking it needs to update regularly with the latest rules for detecting spam These spam rules can only be downloaded directly from Sophos via the internet If you are going to install PureMessage on a computer that does not already have Sophos Anti Virus installed updating will be set up for you and you need take no further action Go to Installing PureMessage page 8 Tf you are going to install PureMessage on a computer already running Sophos Anti Virus and managed by Sophos Enterprise Console you must follow the instructions below Note You will need the username and password that you use for downloads from the Sophos website 1 Go to the computer running Enterprise Console and start Enterprise Console 2 Ensure that the computer s running PureMessage are in a group of their own or have their own policy setting 3 Create an Updating policy or edit the existing policy for the group 4 In the Updating Policy dialog box click the Secondary server tab PureMessage for Microsoft Exchange 3 4 5 6 In the Secondary server dialog box select Specify secondary server details Then in the Address field
39. lic store is a database that is accessible to multiple users m A private store example a mailbox is usually only accessible to a single user 1 Inthe console tree click Configuration Exchange store scanning policy and then click Change exchange store scan settings 2 In the Exchange store scan settings dialog box select the Stores tab 21 PureMessage for Microsoft Exchange 3 In the Stores tab in the Exchange private store panel choose the appropriate checkboxes to enable on access proactive and or background scanning in the private store 4 In the Exchange public store panel choose the appropriate checkboxes to enable on access proactive and or background scanning in the public store 5 Ifyou want background scanning to be enabled only outside office hours then check the Enable background scanning only for out of working hours checkbox and select your working days and times 6 Click OK to save your changes 7 In the Manage Changes menu click Save changes PureMessage now scans items as configured by your settings 22 startup guide 10 Dealing with quarantined items 10 1 Depending on your configuration PureMessage can quarantine mail that is infected is spam or suspected spam is encrypted or has an encrypted attachment has a suspicious or unwanted attachment contains a blocked phrase or offensive language is unscannable or creates a scanning error Quarantined messages are
40. nge virtual server instance and on each passive node You should not failover or move cluster groups during the installation process In order to meet these installation criteria the following installation procedure is recommended 1 Ensure that each Exchange virtual server instance is owned by a different cluster node This is the normal arrangement for an operational Exchange cluster so will usually require no action Run the PureMessage installer and let the InstallShield Wizard guide you through installation as described in Installing PureMessage page 8 Install PureMessage on each cluster node one after another but not simultaneously owning an Exchange virtual server instance active node On the PureMessage Cluster Settings dialog select Active and then choose the Cluster group and Shared storage corresponding to the owned Exchange virtual server instance The shared storage is used for sharing PureMessage files across the nodes After installation on all active nodes install PureMessage one after another but not simultaneous on each remaining passive cluster nodes When installing on the passive node on the PureMessage Cluster Settings dialog select Passive startup guide Sophos PureMessage InstallShield Wizard x PureMessage Cluster Settings Select the cluster properties to be used for this PureMessage virtual server instance Is this PureMessage virtual server ieee instance active
41. r with the machine name if in a Workgroup For more information on setting up login accounts see http technet microsoft com en us library ms366346 aspx startup guide 2 Perform a full backup for each of the four PureMessage databases from the principal server Principal gt BACKUP DATABASE SavexCnfg TO DISK lt path gt SavexCnfg bak Principal gt BACKUP DATABASE SavexDir TO DISK lt path gt SavexDir bak Principal gt BACKUP DATABASE SavexQuar TO DISK lt path gt SavexQuar bak Principal gt BACKUP DATABASE SavexRprt TO DISK lt path gt SavexRprt bak lt path gt must be replaced with a path to a folder where the backup is to be stored For more information on preparing a mirror database for mirroring see http technet microsoft com en us library ms 189047 aspx 3 Make the database backup available on the mirror server and restore each database to the mirror server instance This will set the mirrored databases to Mirror Synchronized Restoring state Mirror gt RESTORE DATABASE SavexCnfg FROM DISK lt path gt SavexCnfg bak WITH NORECOVERY Mirror gt RESTORE DATABASE SavexDir FROM DISK lt path gt SavexDir bak WITH NORECOVERY Mirror gt RESTORE DATABASE SavexQuar FROM DISK lt path gt SavexQuar bak WITH NORECOVERY Mirror gt RESTORE DATABASE SavexRprt FROM DISK lt path gt SavexRprt bak WITH NORECOV
42. r both private and public information stores For information on enabling on access scanning see Configure scanning of Exchange stores page 21 Proactive scanning When proactive scanning is enabled new items submitted to the Exchange Store are added to a queue for scanning by Exchange server 39 PureMessage for Microsoft Exchange 16 2 3 40 Exchange server assigns each new item a low priority in the queue so that they do not interfere with the scanning of high priority items Exchange server automatically upgrades their priority if a client attempts to access them while they are in the low priority queue Proactive scanning is enabled by default for both private and public information stores For information on enabling proactive scanning see Configure scanning of Exchange stores page 21 Background scanning Exchange server background scanning continuously navigates the entire Exchange Store As items that have not been scanned are encountered they are submitted to PureMessage for scanning Background scanning is disabled by default for both private and public information stores As background scanning has a performance impact on the Exchange server we recommend that you schedule it to run during periods of low server activity Background scanning schedules can be defined in the Exchange store scan settings dialog Note The scanning process will be reset if a virus signature update is received from Sophos For
43. r node On the PureMessage Cluster Settings dialog select Passive Sophos PureMessage InstallShield Wizard x PureMessage Cluster Settings Select the cluster properties to be used for this PureMessage virtual server instance prereeeenseneney Is this PureMessage virtual server 0 memes instance active or passive e Re Cluster group EXCLSMBX InstallShield lt Back Cancel 13 5 Installation procedure on DAGs Database Availability Groups DAGs are used for implementing high availability in Exchange 2010 m Do not install on different DAG members concurrently The PureMessage service should be installed on each DAG member one after another but not simultaneously 31 PureMessage for Microsoft Exchange 13 6 32 If a DAG member has PureMessage installed and if it is added or removed from the DAG then PureMessage must be reinstalled on that server This is required so that the replication settings on the server are updated To maintain Exchange availability during the re install of PureMessage the mailbox databases hosted on the server should be moved to an alternative server in the DAG Installing PureMessage on an Exchange SCC Do not install PureMessage on different nodes within a cluster concurrently The PureMessage service should be installed on each node within the cluster one after another but not simultaneously Installations must be performed on each active node hosting an Excha
44. reMessage Database settings dialog box separated with a semi colon Example Server1 Instance1 Server2 Instancel When the instance names are specified separated with a semi colon the PureMessage installer will install the SQL Server Native Client if it is not already present on the system If an earlier version of SQL Native Client is available PureMessage will upgrade it to SQL Native Client for SQL Server 2008 SP1 If PureMessage has already been installed without mirroring then these changes can be made retrospectively For information contact Sophos Technical Support Configure PureMessage for database mirroring Once the PureMessage installation is completed the databases and PureMessage login will have been created on the principal server instance The PureMessage login is named lt domain gt SophosPureMessage where lt domain gt is the domain of the PureMessage Server or the machine name for a server that is in a workgroup The following steps can all be performed from the SQL Server Management Studio application or by issuing the SQL commands provided For more information on using SQL Server Management Studio see http technet microsoft com en us library ms175134 aspx 1 Create the PureMessage login on the mirror server instance Mirror gt CREATE LOGIN lt domain name gt SophosPureMessage FROM WINDOWS lt domain name gt must be replaced with the actual domain of your PureMessage server o
45. reMessage will automatically detect any local SQL database instances If a local database instance is detected you choose it by selecting the Local option If no database is detected and Local is chosen then PureMessage will install a local instance of SQL Server Express To use a database instance located on a different computer choose the Remote option The database Browse dialog displays only SQL server instances with the current domain Note For information on how to configure database mirroring see Appendix F Database Mirroring page 43 12 In the PureMessage Service Credentials dialog box click Create and enter a password and confirm it to create a SophosPureMessage user If the user account already exists you will be prompted to enter its password This account is used by Sophos PureMessage services Click Next 13 In the PureMessage Configuration Group dialog box select a group you want to join or create a new group Click Next PureMessage installations can be grouped together to share the same policy configuration and be managed from a single management console For more information see PureMessage Configuration Group page 11 14 If you are installing PureMessage on an Exchange server that is configured as a mailbox only role the PureMessage Mailbox Role Settings dialog box is displayed Select the Exchange transport server which PureMessage should use to send alert email messages Click Next 15 In the PureMessage Adm
46. recommends you set your ratings above 50 to avoid legitimate mail being classed as spam or suspected spam Ensure the Check reputation of message relays against external DNS block lists checkbox is checked Enabling this option will check incoming messages against the IP addresses of known spam sources and will filter out any messages coming from these IP addresses In the Anti spam settings dialog box you can check the Check reputation of first external relay only checkbox only after configuring upstream trusted relays correctly This option will only check the first external relay for more deterministic spam scoring If you want to add the spam score as a SCL rating check the Add spam score to message as Microsoft Spam Confidence Level SCL rating checkbox Messages delivered to end users with a SCL rating higher than a particular value are diverted into the user s Junk mail folder in Microsoft Outlook Click OK to save your changes In the Manage changes menu click Save changes 19 PureMessage for Microsoft Exchange For optimal spam detection ensure PureMessage has up to date information regarding the addresses of any upstream trusted relays For more information on configuring the anti spam settings of your policy see the PureMessage for Microsoft Exchange user manual 20 startup guide 9 9 1 9 2 Scanning Exchange Message Stores You can configure PureMessage to scan both private and public
47. rvices in the group Additionally the activity monitor and dashboard screens will display status information for all the servers in the group startup guide piateteteletatale ws oe aooo In order to manage a different group of PureMessage servers from the same console it is necessary to disconnect from the current group and reconnect to a server from the new group To do this on the PureMessage toolbar click on the Select server 35 PureMessage for Microsoft Exchange 14 Appendix B How to configure upstream trusted relays 14 1 36 You should configure any upstream trusted relays to improve your email scanning speed and spam detection By default PureMessage will run a reputation check on each email server address specified in an email When a server is added to the upstream trusted relay list the reputation check for that server is skipped Because a lower volume of reputation checks has to be carried out this improves the email scanning speed Upstream trusted relays also enable the spam engine to match an email server s address against the known list of spamming email servers with more precision A higher spam score can therefore be allocated to the email when a match is found Which upstream relays should be defined as trusted You should define as an upstream trusted relay any email relay that sends or forward emails to PureMessage and that meets one of the following criter
48. s and displays current statistics that provide the information about the health of all the servers on the system In the console tree click Dashboard System status Gg Message volume today Summary statistics for today Average daily message volume Top viruses Quarantine Quarantine database size bytes Quarantine folder size bytes Viruses by Quararbne database size 7 bytes Oct 90c Oct n g d 14Det By default the servers are listed in alphabetical order on the dashboard unless one or more registers a system failure In this case the System Status traffic light becomes red the faulty server is marked with a warning icon and the server is displayed at the top of the list For each server the System console panel displays the following information E Whether Transport SMTP Scanning is Running Stopped by user or Unavailable If the status is unavailable an alert is displayed E Whether Exchange Store scanning is Running Stopped by user or Unavailable If the status is unavailable an alert is displayed 26 startup guide Whether the last update succeeded and if so the time and date it took place If it did not succeed an alert is displayed E Whether there is a virus outbreak and if so on which server E For the selected server the Summary statistics for today panel displays scanning and quarantine information for today that is since midnight and shows the tr
49. sage for Microsoft Exchange 2 Planning your PureMessage deployment This section provides best practice advice about installing PureMessage on different network topologies 2 1 Deploying PureMessage to Exchange servers You can deploy PureMessage to single or multiple Exchange servers 2 1 1 Deploying PureMessage to a single Exchange server If your network has only one Exchange server deploying PureMessage is straightforward install PureMessage on the Exchange server and configure it according to your email security policy 2 1 2 Deploying PureMessage to multiple Exchange servers PureMessage can protect both front end edge hub transport servers and back end mailbox servers Note It is recommended that you perform anti spam scanning on the edge server to filter spam and install the anti virus only version of PureMessage on your back end servers that do not require anti spam scanning Example Exchange 2007 2010 roles PureMessage can be installed on a single Exchange server carrying out multiple Exchange roles but can also be installed on Exchange servers with dedicated roles as illustrated below Edge Mailbox Transport server server Internet 2 7 External NSA Internal SZ firewall Vann firewall D optional DA PureMessage Figure 1 Exchange 2007 2010 roles startup guide 2 2 Deploying PureMessage to an IIS SMTP gateway You can significantly reduce the scanning overhead on your back end email serv
50. sed to pass email from one point of the internet to another Every email contains a list of the email relays it passes through on the internet including the relay that was used to send the email The mailbox and public folders stored on an Exchange server In an Active Passive cluster the capability to switch services automatically to the Passive node upon the failure or abnormal termination of the Active node See Exchange store Short for malicious software Software designed specifically to damage or disrupt a system such as a virus worm or Trojan A server that is part of a cluster An automated electronic mail message from a mail system to a sender indicating failed message delivery A form of real time scanning in which new items in the Exchange Store are scanned as soon as they are accessed by an email client startup guide private store proactive scanning public store real time scanning scheduled scan Simple Exchange organization Simple Mail Transfer Protocol SMTP spyware upstream upstream trusted relay A database usually a mailbox on an Exchange server that is only accessible to a single user A form of real time scanning in which new items added to the Exchange Store are added to a queue for scanning A database on an Exchange server that is accessible to multiple users Automatic interception and scanning of email attachments as they are sent or received A scan that is
51. silience that a cluster offers Clustered systems are inherently more complicated than non clustered systems and we recommend that you read the whole of this section before starting to install PureMessage on a cluster If you still have questions about installing PureMessage on a cluster after reading this section contact Sophos technical support Before you install Database requirements For cluster server installations PureMessage cannot use a local MSDE or SQL Server Express instance Alternatively you may connect to any one of the following E A local clustered virtual SQL Server instance E A remote SQL Server instance E A remote MSDE or SQL Server Express instance You must install SQL Server SQL Server Express or MSDE before installing PureMessage Microsoft SQL Server is not distributed with PureMessage If you are currently using MSDE or SQL Server 2000 database it is recommended that you upgrade to SQL Server 2005 or later any edition for optimized performance For details on how to upgrade existing MSDE or SQL Server 2000 database see http www sophos com support knowledgebase article 31157 html Installation requirements When installing PureMessage on nodes in a cluster make sure that you meet the following requirements E The path to the installation folder must be identical on each node E The IIS websites present on each node of the cluster must be identical In particular the allocated port numbers of eac
52. t types tab 5 Inthe Attachment types tab the attachment types in the Executable and Object Code groups are selected by default On the Attachment names tab the Block multiple extensions option is selected by default 6 Check the Block potentially unwanted applications PUAs except checkbox 7 Ifyou wish to allow users access to otherwise blocked applications click Add to enter a PUA that you want to allow PUA names can be found at http www sophos com security analyses 8 Click OK to save your changes and return to the Content filtering pane 9 In the Content filtering dialog box under the Inbound messages bar in the On suspicious attachment panel select Quarantine message from the drop down menu 1 11 In the Alert configuration dialog box check one or more checkboxes to specify who will be notified in the event of PureMessage quarantining a suspicious attachment Click OK to save your changes and return to the Content filtering pane j Under the Inbound messages bar in the On suspicious attachment panel click Alert 12 In the Manage changes menu click Save changes Note For information on configuring the content settings of your policy see the PureMessage for Microsoft Exchange user manual PureMessage now m blocks and quarantines inbound messages with suspicious attachments m sends alerts to those you specified Now you can enable spam blocking scan the Exchange message store and tell users about qu
53. tartup guide 16 1 4 16 1 5 16 2 16 2 1 16 2 2 Content filtering policies PureMessage scans inbound outbound and internal mail and filters unwanted content such as administrator defined phrases and offensive language You can define policies to filter content in a message header subject body and or attachment Note For information on defining content filtering policies see Appendix E Filtering attachments containing unwanted content page 41 Attachment blocking PureMessage can block suspicious or unwanted attachments and PUAs according to user defined attachment types For information on blocking attachments and PUAs see Blocking files which may contain threats page 18 Exchange Store scanning PureMessage provides on access proactive and background scanning of Exchange private and public information stores using the Microsoft Virus Scanning API VSAPI Each time an item is scanned it is stamped with an ID which indicates the virus signature version number at the time of scanning An item will be rescanned only if a more up to date virus signature has been released by Sophos For more information on VSAPI see the Microsoft Knowledge Base article http support microsoft com kb 285667 en us On access scanning When on access scanning is enabled new items in the Exchange Store are scanned as soon as they are accessed by a client such as Microsoft Outlook On access scanning is enabled by default fo
54. thtol aaa Wp uk200 26 megoh 19 06 2007 spamzors t 12601052022 AutoMaler Suspiious A DOS Windows execu 8 19 06 2007 spamzors t 26 b1 s202r2 AutoMaler Suspicious A Dospwendows execu 8 19 06 2007 gerrisdoba bugbear reques Information a Suspected s 7 Gotopage 1 of 1 gt What would you lke to do with the selected messages Deliver Forweed zj amp From this pane you can enter search criteria in the Search panel searching on subject sender recipient message ID reason for quarantine or any combination of these You can also filter your search by date using the To and From fields The list of quarantined messages is displayed in the details pane Double click an item for more details such as reasons for quarantining To deal with an item highlight it select an action from the drop down menu in the Actions pane and then click Go You can delete a quarantined item or remove the virus es and deliver it If you believe mail to be wrongly classified please submit the item to Sophos for analysis If you selected Deliver Forward go to step 4 otherwise the selected action is performed If you choose Deliver Forward from the drop down Actions menu the Deliver message s dialog box appears In the Deliver messages dialog box you can deliver the selected message s to intended recipients or to specified recipients You can use this feature to forward
55. tion Once the first PureMessage server has been installed in a group the group name becomes available from the PureMessage Configuration Group dialog box so that additional servers can be easily installed to the same group 11 PureMessage for Microsoft Exchange Sophos PureMessage InstallShield Wizard PureMessage Configuration Group Choose a PureMessage configuration group stall snieid All PureMessage servers in a group should be in the same Windows domain or Workgroup If your Exchange 2007 2010 Edge servers are in a separate Workgroup then they should be managed separately For more information on installing PureMessage to an Exchange cluster see Appendix A Deploying PureMessage to Exchange clusters page 29 12 startup guide 4 Starting and configuring PureMessage This section tells you how to E Start PureMessage E Configure PureMessage to acknowledge your mail domain and upstream trusted email relay if not done during installation E Connect to your directory server 4 1 Getting started with PureMessage To start PureMessage do as follows 1 Double click the PureMessage icon on your desktop 2 In the PureMessage console the left hand pane console tree gives you access to the features you can configure The right hand pane details displays information or configuration options PureMessage PureMessage Server Group Dashboard Activity monitor E Configuration System
56. ts is sufficient for some users needs However you can customize the template as described below 1 In the console tree click Configuration System Alert configuration and then click the Alert template tab In the Alert subject panel enter the subject line of the alert Right click in the edit panel to view available substitution symbols Substitution symbols can insert variables such as date or other information specific to the message In the Alert body text panel create the main body of your alert Right click within the text field to view substitution symbols 4 In the Text for each incident panel enter any unique per incident text you want to display 5 In the Alert Templates tab click OK 6 In the Manage changes menu click Save changes PureMessage alerting is now configured Now see Ensuring anti virus scanning is enabled page 17 startup guide 6 Ensuring anti virus scanning is enabled By default anti virus scanning is enabled for inbound outbound and internal mail To check that anti virus scanning is enabled follow these steps 1 In the console tree click Configuration Transport SMTP scanning policy and then click Anti virus 2 In the Anti virus screen ensure that the scanning status icons in the inbound outbound and internal message title bars are Green and display ON Inbound messages Oninfection Delete message gt let 2 Except when recipiert ix C S
57. wizard begins Note Ensure that the installer is not run from a network share 5 In the Welcome dialog box click Next 6 In the License Agreement dialog box read the agreement If you agree with the terms click I accept the terms of the license agreement and click Next 7 In the Select Features dialog box select the components you want to install and click Next 8 In the Choose Destination Location dialog box you see the default folder where PureMessage will be installed If you want to install it in a different folder click Browse and select a folder Click Next startup guide 9 In the Sophos Download Credentials dialog box enter the User name and Password that were supplied by Sophos If you access the internet via a proxy click Proxy Details and enter your proxy settings Otherwise click Next 10 If the server is part of a SCC CCR cluster in the PureMessage Cluster Settings dialog box select the cluster properties to be used for the PureMessage virtual server instance Note The PureMessage cluster settings dialog box is displayed only if the server is part of the SCC CCR cluster For information on how to configure cluster settings see Appendix A Deploying PureMessage to Exchange clusters page 29 11 In the PureMessage Database settings dialog box specify the database SQL server where PureMessage will store reporting data central quarantine and policy configuration information Click Next Pu
58. you are using the Microsoft Windows Server Update Services WSUS this update will be applied automatically E If you are running Windows 2008 or Windows 2008 R2 Server read http www sophos com support knowledgebase article 109664 html before installing PureMessage startup guide 3 3 E If you are installing PureMessage on a Windows Essential Business Server EBS SQL 2008 Express will not be installed as it is not recommended by Microsoft In this case you should either use a database located on another machine remote database or install SQL 2005 on the EBS machine before installing PureMessage Before you begin installation you should do the following E Read the PureMessage for Microsoft Exchange release notes for details of new features and known issues E Make sure that a backup has been made of the mailboxes and databases E PureMessage installation may require a restart so schedule the installation for a time when restarting the server will cause the least inconvenience If you want to use spam blocking E Make sure that you have a valid anti spam license and download credentials from Sophos so that you can download anti spam updates E Make sure that PureMessage is installed on a computer with Internet access as anti spam updates are only available direct from Sophos E Ifyou use Sophos Enterprise Console to protect your PureMessage server make sure that the server is configured to download anti spam updates d
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