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Kerio Connect 7, + McAfee AV, 10 Users
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1. 18 4 2 MS Outlook settings ss 18 4 3 MS Entourage Setungs ossi cca rail ae 19 4 4 Synchronization with mobile devices 20 A Legal NOCES m 21 Chapter 1 Introduction This document is a simple guide focused on description of Kerio Connect configuration applied immediately upon its first installation and startup in the network To make the guide as comprehensible as possible let us see an exemplary implementation of Kerio Connect see figure 1 1 Firewall Figure 1 1 Example of Kerio Connect implementation 1 Install Kerio Connect on a separate server no other services will be run on it and run it in a local firewall protected network 2 Kerio Connect will be connected to the Internet via a leased line Email will be received and sent vie SMTP For this reason it is necessary to enable antivirus and antispam control 3 Kerio Connect will be used for a single domain called company com The server will be installed and run in the local network on a host with IP address 192 168 1 10 and DNS name mail company com 4 In the internal user database there will be created only one local account used for administration of Kerio Connect Any other user accounts will be mapped from the Mi crosoft Active Directory directory service the same method can be used for the Apple Open Directory 1 1 Before you start Name of the Active Directory domain will be the same as the name of the email domain and the name
2. calendar contacts and public email folders use the Free Busy server connect to various LDAP databases for contact searching etc The account can be set as follows l Install a supported version of MS Entourage and run it 19 Chapter 4 Settings of client applications and connection to Kerio WebMail Note For updated list of supported versions of MS Entourage refer to the Kerio Technologies website Login to Kerio WebMail see section 4 1 and select Integration with MAC OS X in the Set tings menu Click on Auto configure Entourage The tool gets downloaded and starts automatically The installation requires username and password for an account with administration rights for the computer Once installation is completed an MS Entourage dialog is opened where you are supposed to authenticate with your mailbox password Enter the password and confirm the dialog Finish the wizard to complete MS Entourage configuration 4 4 Synchronization with mobile devices Kerio Connect supports the ActiveSync protocol for direct data synchronization with mobile devices for the list of currently supported devices see the Kerio Technologies website This protocol allows synchronization of email events contacts and tasks Implementation of ActiveSync applications can vary on individual mobile devices However each device includes configuration of the ActiveSync account requiring the following information to make connection to th
3. of the Kerberos realm 5 The server will be available both from the local network and from the Internet For security reasons however only SSL TLS secured Internet connections will be allowed 6 All undelivered email messages where the part preceding the symbol in the address is not valid will be sent to admi n company com 7 Enable the Kerio Connect s dual antivirus control We will use the integrated McAfee antivirus license of Kerio Connect with McAfee is required and the external Clam An tiVirus which will be installed on the same computer as Kerio Connect 8 All email will saved and backed up in a local archiving folder once a week 9 In the system add resources shared across the company company cars meeting rooms projectors etc so that users can reserve them 10 Set a public calendar folder where company events which should have been shared and known by all employees across the company can be added Ritghs to add new events will be assigned to the company s receptionist Now set a public contact folder which can be used only by members of the sales department who can add company customers contacts in it 11 To access their email users will use Kerio WebMail Kerio Outlook Connector Offline Edi tion MS Entourage and an ActiveSync based application for direct access to the mailbox from their mobile devices The exemplary configuration can be easily customized For detailed information on setting of individ
4. user accounts Upon the first authentication a product registration dialog is displayed It is possible to register either the full product version or the trial version charge free technical supported is available for any registered version This support is available during the whole period of the product s validity either of the full or of the trial version Note For connection to the interface it is also possible to use Kerio Administration Console the desktop application For detailed guidelines for usage of the administration console refer to Kerio Connect 7 Administrator s Guide 3 3 Setting domain and user accounts Email domains are configured in the Configuration gt Domains section This section already includes the domain created in the configuration wizard Mapping of user accounts and groups from a directory service 1 On the domain server install the Kerio Active Directory Extension which is available for free at the Kerio Technologies website This application extends the directory service by certain Kerio Connect s features 2 In the Kerio Connect s administration interface open the Configuration gt Domains section Open the domain created within the installation by clicking on the Edit 3 Goto the Directory Service tab and enter domain server s information Enable mapping by checking the Map user accounts and groups from a directory service to this domain option Select Active Directory as the direct
5. Check that the Use the integrated McAfee antivirus engine option is running 2 Onthe Kerio Connect s host install the external Clam AntiVirus 3 Under Configuration gt Content Filter gt Antivirus enable option Use external antivirus and select Clam AntiVirus in the menu Attachment Filter To set attachment filter go to the Configuration gt Content Filter gt Attachment Filter section and check the Enable attachment filter option In the list it is also possible to add remove other attachments to be filtered and use the Add button to add attachment types which are not included in the list yet 3 7 Email backup Email backup and archiving can be set under Configuration Archiving and Backup Email archiving Email archiving can be set on the Archiving tab 1 To enable archiving check the Enable mail archiving option 2 The default path to the directory can be kept 3 Enable the Archive to local folder option 4 Setthe interval used for creating of new archive folders to one week Archiving folders will be displayed in the Kerio Connect s administrator mailbox They can be viewed for example in the Kerio WebMail interface 14 3 8 How to create and manage resources Backup of the data store and configuration files Backup can be set on the Backup tab l The backup can be enabled by checking the Enable message store and configuration recov ery backup option In the Backup scheduling table set one
6. Folders 3 In the pop up context menu just opened click on New subfolder and enter Events as the calendar name and Calendar as the type of the new public folder 4 Right click the new folder and choose Access rights from the pop up menu 5 By default all users of the domain have read rights for the folder Keep this setting and click on Add 6 Inthe Sharing type menu keep the User option and in the Username entry specify email address of the calendar administrator in our example this will be the receptionist Click on OK 7 Inthe permission rights table select the Administrator permission level for the user Customer contact list 1 Inthe Kerio Connect administration interface go to Accounts gt Groups and create a group called SALES that will include all users from your sales department 2 Log on to the Kerio WebMail interface as your Kerio Connect primary administrator use name and password specified in the server installation s configuration wizard 16 3 9 How to set public folders In the folder tree right click on Public Folders In the pop up context menu just opened click on New subfolder and enter Customers as the calendar name and Contacts as the type of the new public folder Right click the new folder and choose Access rights from the pop up menu By default all users of the domain have read rights for the folder Cancel this setting and click on Add In the Sharing type menu select the Gr
7. Kerio Connect Step by Step Kerio Technologies O Kerio Technologies s r o All rights reserved This guide provides detailed description on Kerio Connect version 7 0 All additional modifications and updates reserved For current versions of the product and related manuals check http www kerio com mailserver Information regarding registered trademarks and trademarks are provided in appendix Contents 1 Introduction 2522 6 mns a ERE E RE MERE MEE sad 4 Tl Before yOW start setarissoniscosisi asa ETa ea pianale ea es idem 5 2 Installation occiso ia a ESAE EE 7 2 1 WindOWS S 2055 is peli doses RA RPbsnsbSA realce E E 7 2 2 Maec OS X ARA tetwetiondxeded dem ose scende peius Dane obama dam siad 7 2 3 LU es pap enan TP T PERTH IRE 8 2 4 Configuration Wizard 8 3 Server Configuration cacao A A A A ion 10 3 1 Running Kerio Connect 10 3 2 Administration interface e 10 3 3 Setting domain and user accounts sees esses 11 3 4 Setting connection to the Internet and to the SMTP server 12 3 5 Antispam control of the SMTP server eee 13 3 6 Antivirus control ees 13 3 7 Email backup oooccooococoror eee een eee Ea 14 3 8 Howto create and manage resources sse 15 3 9 Howto set public folders e 16 4 Settings of client applications and connection to Kerio WebMail 18 4 1 Connection to Kerio WebMail
8. e mailserver feasible l It is necessary to enter DNS name or IP address of the server where the mailserver is running Login username and password for connection to the particular Kerio Connect account is required Account settings require specification of the email domain where the user is created on the server If your security policy requires SSL communication you will need to import an SSL certificate issued by a trustworthy certification authority or at least a self signed one such certificate can be created in Kerio Connect to the device Installation of the certificate on the device is easy as suggested int he guidelines below 1 In a browser on the mobile device enter the address where Kerio Connect is running the same address you use for connection to the Kerio WebMail interface see section 4 1 2 At the Kerio WebMail login page use the Install SSL certificate link provided below the login dialog If certificate fails to be installed in this way make another attempt by using guidelines provided in Kerio Connect 7 Administrator s Guide 20 Appendix A Legal Notices Microsoft Windows Windows NT Windows Vista Internet Explorer Active Directory Outlook ActiveSync and Windows Mobile are registered trademarks of Microsoft Corporation Apple Mac OS Tiger Panther Leopard and Snow Leopard are registered trademarks or trademarks of Apple Computer Inc Linux is regis
9. erio WebMail or your email client e that the resource s free busy calendar is showed while you are trying to use it in an appointment creation process e that the resource calendar can be subscribed by standard sharing process e that the Resources folder has appeared in public folders including contacts of all created resources so that users can add them easily while creating appointments 15 Chapter 3 Server configuration Resource reservation is focused in Kerio Connect 7 Administrators Guide and Kerio Connect 7 User s Guide 3 9 How to set public folders Kerio Connect supports public folders This feature can be used to create a public company calendar called Events and a public folder labelled Customers with contact information of the company s customers but with view edit rights assigned to your sales department only Notes e Public folders are special folders that is displayed in mailboxes of all users of the particular domain with corresponding reader rights obviously access rights can be edited e Public folders can be created and edited only by users with special access rights Upon installation of Kerio Connect these rights are assigned only to the primary administrator Public calendar 1 Log on to the Kerio WebMail interface as your Kerio Connect primary administrator use name and password specified in the server installation s configuration wizard 2 In the folder tree right click on Public
10. full backup for Sunday midnight so that the backup does not burden the server within working hours In the Backup directory entry specify the path to the directory where backups will be stored The path must be entered in a way in accordance with convenience of the operating system where Kerio Connect is running Enter your email address in the Email address field Kerio Connect will automatically generate results of each backup and send it to the address defined 3 8 How to create and manage resources Kerio Connect allows reservation of various resources company cars meeting rooms and other equipment To make reservations work it is first necessary that each resource has its own calendar created In other words it is necessary to create all resource items in Kerio Connectu via the administration interface section Accounts Resources 1 Click on Add In the dialog on the General tab enter a name for the resource The name will be also used as the part of the resource s email address preceding the at symbol Therefore diacritics blanks and special symbols are disallowed In the Type entry select one of the options room or equipment Go to the Permissions tab and add all users who will be allowed to book the particular resource item Set a reservation manager This user is allowed to operate with the resource calendar The resource manager can delete or move reservations Once a resource has been created check in K
11. iases 3 4 Setting connection to the Internet and to the SMTP server Anyone can connect to the SMTP server to send messages to local domains Sending of messages to other domains will be restricted to local users only Users connected from the Internet will be prompted to authenticate on the SMTP server by username and password This setting can be done on the Relay Control under Configuration gt SMTP server l On the tab enable the Allow relay only for option Warning It is strongly recommended not to switch the SMTP server to the Open Relay mode if Kerio Connect is available from the Internet i e it uses a public IP address and port 25 is not blocked by a firewall If you set the Open Relay mode Kerio Connect will very probably be abused by spammers to distribute spam mail which will overload your internet line This might also cause that your server will be included in blacklists of SMTP servers Check option Users from IP address groups and select the Local Clients group which includes all private ranges of IP addresses Enable option Users authenticated through SMTP for outgoing mail to allow users connected from the Internet send email Note Authentication against the SMTP server must be set in the email client Settings of some popular clients are focused in chapter 4 2 Now go to Security Options to set security restrictions for the SMTP server l 2 Set the Maximum number of messages from one IP address per ho
12. nstallation must be performed by a user with root rights Kerio Connect En gine is installed to opt kerio mailserver and the Kerio Administration Console to opt kerio admin To install RPM packages use this command rpm i installation file name In case of the recent versions of the distributions problems with package dependencies might occur In this case install package compat libstdc To install DEB packages use this command dpkg i installation file name deb It is recommended to read carefully the LINUX README file immediately upon the installation The file can be found in opt kerio mailserver doc 2 4 Configuration Wizard Since the identical configuration wizard is used for all operating systems the following instructions also apply to all of them On Windows and Mac OS X the configuration wizard is opened automatically upon a successful installation of Kerio Connect On Linux it is necessary to run the wizard by using the following command cfgwizard Launch the command from the folder where Kerio Connect is installed typically opt kerio mailserver Warning The Kerio Connect Engine must be stopped while the configuration wizard is running The following parameters are to be set in the configuration wizard 1 On the first page create an email domain a unique domain identificator which is used to recognize to which server mail should be delivered In email addresses the domain identificato
13. ory service type In the Hostname entry specify DNS name or IP address of the domain server Use the Username entry to specify a username with read and write rights for the Active Directory s LDAP database Use the Test connection button to test whether all parameters have been set correctly to allow Kerio Connect connect to the Active Directory s domain controller 4 Switch to the Advanced tab It is necessary that Kerberos realm is defined in the Kerberos 5 entry on this tab The upper case is set automatically for the name Once mapping is set open the Accounts Users section User list will include all mapped users and one local account for Kerio Connect administration The user groups can be mapped in a similar way as users Groups are administered in Accounts Groups 11 Chapter 3 Server configuration Setting an alias for undeliverable email Aliases can be defined in the Accounts Aliases section 1 2 Click on Add This opens a dialog where a new alias can be added In the Alias entry enter the symbol In the E mail address textfield specify the address of the mailbox where any undeliverable email will be sent in our case it is admin company com Once the alias is saved you can test it by the Check address button available in the Aliases section The alias for undeliverable mail or star alias is used when the part of the e mail address before sign is not found among domain s user names and al
14. oup option and in the Group name entry add the SALES group email address Click on OK In the access rights table set the Editor permission level for the group members of the group will be allowed to add remove and edit contact items in the folder 17 Chapter 4 Settings of client applications and connection to Kerio WebMail Users will connect to the server via the Kerio WebMail interface or use a supported MS Out look on Windows or MS Entourage on Mac OS X clients The following sections include instructions on how to connect to Kerio WebMail and how to set email clients optimally 4 1 Connection to Kerio WebMail To access the HTTP service using a web browser insert the IP address or the name if it is contained in DNS of the computer where Kerio Connect is running A protocol has to be specified in the URL either HTTP for non secured access or HTTPS for SSL encrypted access The URL will be as follows http mail company com or https mail company com It is recommend to use the HTTPS protocol for remote access to the service simple HTTP can be tapped and the user login data can be misused By default the HTTP and HTTPS services use the standard ports 80 and 443 If the standard ports are changed specify the port number in the URL address http mail company 8000 or https mail company com 8080 Note The description above focuses accessing email via PDA devices If connection of the PDA device to Kerio Connec
15. r To open a pop up context menu right click on the icon The Start Stop Kerio Connect options can be used to either run or stop the server Linux The following commands can be used to stop run or restart Kerio Connect etc init d kerio connect start etc init d kerio connect stop etc init d kerio connect restart Mac OS X On Mac OS X Kerio Connect can be started or stopped by using the Kerio Connect Monitor its startup icon is available in the Other section of System Preferences Username which must belong to the Admins group and password is required for stopping or running of the service Once authenticated clicking Stop or Start is sufficient 3 2 Administration interface Kerio Connectis configured through the Kerio Connect Administration interface Kerio Connect Administration uses secure protocol HTTPS and runs on port 4040 To access this interface simply enter the following address into your browser http DNS server name admin http IP address admin if the name is not set in DNS and Kerio Connect will automatically redirect itself to https DNS server name 4040 admin https IP address 4040 admin This implies that the URL can have the following form http mail company com 4040 admin or https 192 168 1 1 4040 admin If a correct URL is entered authentication page is opened requiring username and password of the primary administrator that was specified in the configuration wizard 10 3 3 Setting domain and
16. r follows the at symbol 0 and enter the server s Internet hostname The Internet name of the server is a DNS hostname where Kerio Connect is installed Server names are used for server identification while establishing SMTP traffic Warninglf Kerio Connect is running behind NAT enter the Internet server name that can be converted to the IP address of the sending server i e the Internet hostname of the firewall 2 In the next step of the wizard create an administration account Keep the Admin as name and enter password Memorize the name and password defined in this dialog well since they will be later used for authentication to theKerio Connect s administration console 8 2 4 Configuration Wizard The next dialog of the wizard allows setting of location of the data store In this directory all user accounts and server logs will be stored In the last dialog a summary of the parameters just set is provided When this dialog is closed a notice of the successful completion of the installation is displayed Chapter 3 Server configuration 3 1 Running Kerio Connect On Windows and Mac OS X Kerio Connect is automatically started upon a successful installation while on Linux the server must be run by hand Starting and stopping of the server depends on the operating system where Kerio Connect is installed as follows Windows To run Kerio Connect use the icon which appeared in the notification area of the system toolba
17. s only for those services which you want to make available from the Internet In the case of our network environment it is necessary to map port 25 a default port for the SMTP service This setting is required for cases where an MX record for the particular domain is addressed to the server Any SMTP server on the Internet can connect to your SMTP server to send email to one of its domains For this reason access to the mapped port 25 must not be restricted to particular IP addresses Now it is necessary to map ports that will be used for connections out of the local network Since the security risk is higher here only SSL TLS secured services will be mapped Settings are shown in table 1 1 Service default port Outgoing connection Incoming connection SMTP 25 allow allow SMTPS 465 allow allow POP3 110 allow deny POP3S 995 allow allow IMAP 143 allow deny IMAPS 993 allow allow NNTP 119 allow deny NNTPS 563 allow allow LDAP 389 allow deny LDAPS 636 allow allow HTTP 80 allow deny HTTPS 443 allow allow Table 1 1 Services to be allowed on the firewall Chapter 2 Installation Kerio Connect supports three types of operating systems You can choose from Windows Mac OS X and Linux List of versions or distribution packs of the operating systems supported by Kerio Connect can be found at Kerio Technologies website Kerio Technologies It is nece
18. sender addresses 5 Onthe Spammer Repellent tab enable SMTP connection delay keep the predefined value of 25 secons This filter efficiently stops spam messages at the SMTP level which relieves the server from a remarkable volume of spam testing Antispam filters of the SMTP server are focused in the Kerio Connect 7 Administrator s Guide chapter Antispam control of the SMTP server 3 6 Antivirus control Another necessary settings of Kerio Connect to be done are enabling of the antivirus control and attachment filter that can be performed in the following sections 13 Chapter 3 Server configuration Antivirus Kerio Connect allows to set various configuration options of antivirus control Kerio Con nect can be purchased in versions either with or without the integrated McAfee antivirus In addition to that Kerio Connect supports a respectful number of external antiviruses for the list of supported antivirus applications see the Kerio Technologies website This implies that it is possible to use either the integrated McAfee antivirus or any of the supported external antiviruses The strongest protection option is to combine the built in McAfee with an external antivirus As promised in the introduction chapter 1 below you can find description of combination of Kerio Connectu with the built in McAfee with the external Clam AntiVirus Antivirus check can be enabled under Configuration Content Filter gt Antivirus 1
19. ssary to install a special additional installation package on any operating system as for Linux two packages are in question For any type of installation package file check http www kerio com mailserver download Once a corresponding installation package is downloaded the installation can be started Installations differ by operating system 2 1 Windows Once the installation package is downloaded run the installation under a user with administration rights for the operating system Standard wizard is used for the installation Kerio Connect is installed under the following directory C Program Files Kerio Mai lserver When the installation is completed the configuration wizard is started see section 2 4 2 2 Mac OS X Once the installation package is downloaded run the installation under a user with administration rights for the operating system the installation program requires authentication The installation package is opened as a disk in the Finder application and an executable installation file is offered In the standard installation wizard select the Easy Install option to start complete installation of the product to the usr local kerio mailserver directory When the installation is completed the configuration wizard is started see section 2 4 Chapter 2 Installation 2 3 Linux Kerio Connect is distributed in two RPM or DEB packages which include the server and the administration console The i
20. t fails it is possible that it chooses a wrong connection it tries to connect to the full version instead of Kerio WebMail Mini In this case simply enter the following URL https mail company com pda If the a correct URL is entered authentication page is opened requiring username and password Click on Connect to connect to the account 4 2 MS Outlook settings Kerio MAPI account Kerio Outlook Connector Offline Edition Install and configure the account as follows 1 On the client station install MS Outlook currently supported versions are listed at the Kerio Technologies website 2 Install Kerio Outlook Connector Offline Edition on the same station 3 Login to Kerio WebMail see section 4 1 and select Integration with Windows in the Settings menu 18 4 3 MS Entourage settings Click on the Click here to auto configure Kerio Outlook Connector link Depending on your browser and its settings the tool gets downloaded and launched automatically or it only gets downloaded and you can run it by double clicking on the tool s icon The script now runs MS Outlook creates a new profile and preconfigures your Kerio account For security reasons enter only your user mailbox password Once the password is set configuration of MS Outlook is completed POP3 and IMAP account To set an IMAP POP3 account in MS Outlook follow these guidelines 1 2 5 A particular POP3 or IMAP account is set wi
21. tered trademark of Linus Torvalds Kerberos is trademark of Massachusetts Institute of Technology MIT 21 22
22. thing creation of the profile in MS Outlook In the new account wizard opened automatically upon setting a name of the new profile select POP3 or IMAP Set the E mail and Internet Settings section carefully In the Name entry specify first and second name of the user and enter the user s address in the E mail Address field Specify username in the Username entry If the user does not have an account in the primary domain it is necessary to use full username including the domain name usernameQcompany com Specify Password that will be used for connection to Kerio Con nect Finally enter the DNS name or IP address of the server where Kerio Connect is running in the Incoming mail server and Outgoing mail server SMTP entries If the user connects from the Internet it is necessary to set authentication in accordance with the configuration of the SMTP server see section 3 4 Click on Advanced settings This opens a dialog including several tabs where other parameters of the account can be set Switch to the Outgoing mail server tab enable the My outgoing server SMTP requires authentication option and select Use the same settings as my incoming mail server Run MS Outlook in the new profile Note These instructions can be also used for any email client which supports IMAP and POP3 protocols 4 3 MS Entourage settings Kerio Connect uses an interface for MS Exchange in MS Entourage and thus it allows work with groupware data email
23. ual features of Kerio Connect refer to Kerio Connect 7 Administrator s Guide chapter Deployment Examples The whole document can be downloaded from the Kerio Tech nologies website at http www kerio com mailserver manual 1 1 Before you start Before you start the installation and configuration prepare your environment as follows Set DNS MX records Although Kerio Connect is located in a private network email will be sent and received to and from the Internet Therefore it is necessary to set the corresponding record in the public DNS for a public IP address assigned by the provider in this example the 215 75 128 33 IP address will be used In the local network it is necessary to assign the mail company com name the local IP address 192 168 1 10 Private address can be set on the local DNS server Chapter 1 Introduction A public server can be as the following example company com MX 10 mail company com mail company com A 215 75 128 33 You should also set a record for your backup mail server if you have one available Firewall configuration Kerio Connect is installed in a local network behind a firewall In addition to the mailserver s configuration it is also necessary to perform corresponding additional settings of the firewall If the mailserver is to be accessible from the Internet certain ports have to be opened mapped in the firewall Each mapped port might introduce security problems Therefore map port
24. ur option to 100 messages Set 20 in option Maximum number of concurrent connections to the SMTP server from one IP address 12 3 5 Antispam control of the SMTP server 3 Set Max number of unknown recipients to 10 4 In Do not apply these limits to IP address group set Local clients This will exclude Kerio Connect users from these rules If you use private IP addresses in your internal network you can simply choose Local Clients group where all private IP addresses ranges are defined Details on security of the SMTP server can be found in chapter SMTP server of the Kerio Con nect 7 Administrator s Guide 3 5 Antispam control of the SMTP server The SMTP server is accessible from the Internet and therefore it is necessary to configure an antispam control of the SMTP server Antispam filters can be set under Configuration Content Filtering gt Spam Filter l Antispam rating can be started and set on the Spam Rating tab Default settings of this tab can be kept 2 On the Blacklists tab it is recommended to enable control involving Internet spammer databases and to set 2 points as a score for each database 3 Switch to the SpamAssassin tab and enable option Check every incoming message in Spam URI Realtime Blocklist SURBL database 4 Ontabs Caller ID and SPF set control of e mail policy records of the sender SMTP server and set the spam score to 2 points This control allows to filter out messages with fake
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