Configuration Wizard (Continued)

Step Action

(Sheet 2 of 9)

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CONFIGURATION WIZARD Running the Configuration Wizard

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6 Enter the following:

• User name and password of a Windows user account with administrative privileges.

E-mail Filter will use this account to log its services on to Windows.

• The domain or machine name of the server where the Windows user account is defined.

Click Next to continue.

7 If you have not yet installed Report Central, you can opt to install it now.

Alternatively, if you want have installed Report Central on another server and want to use it for reporting on e-mail activity, enter the machine name and port number of the server where Report Central is running.

Note: If you are running SurfControl Report Central for Web Filter on the remote server, you need to install Report Central for E-mail Filter there as well.

8 If you installed Report Central during the Installation process, or if you opted to install Report Central in step 7, create a username and password for the Report Central administrator account. When you run Report Central for the first time, you will need this account to log in.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 3 of 9)

Mail Routing

9 The Mail Routing introduction will display. Click Next.

10 Specify the SMTP port that SurfControl E-mail Filter will use to receive inbound e-mail. This is usually port 25.

The Configuration Wizard will check that the port you specify is available. If it is being used, either disable the service using it, or choose another port.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 4 of 9)

SurfControl E-mail Filter 5.0 Getting Started Guide 41

CONFIGURATION WIZARD Running the Configuration Wizard

4

11 Enter the following information about your primary local domain:

• Local domain name

The domain for which you want to filter e-mail. If you have more than one domain in your organization, you can add others once E-mail Filter is up and running.

• Postmaster e-mail address

The e-mail address of the postmaster for your primary local domain.

• Name or IP address of mail server The machine name or IP address of your mail server.

• Mail Server SMTP Port

The port that the E-mail Filter server will use to communicate with the domain’s mail server.

To test the connectivity between the E-mail Filter server and the mail server, click Test.

12 Specify how you want E-mail Filter to route outbound mail. E-mail Filter can route e-mail in two ways:

• By sending it directly to the internet. E-mail Filter will perform a DNS lookup to resolve the e-mail address.

• By sending it to another mail server. The mail server will handle domain name resolution and any further routing.

Select how you want outbound messages to be routed. If you want to route outbound mail via a mail server, fill in the fields as follows:

• Host Name or IP

Enter the host name or IP address of the mail server to which you want to forward e-mails.

• Port

Enter the port that SurfControl E-mail Filter will use to communicate with the mail server.

Once E-mail Filter is up and running you can add further mail servers.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 5 of 9)

13 The Filtering Options introduction screen will display. Click Next.

14 SurfControl E-mail Filter has a set of standard rules so that you can begin filtering e-mail as soon as possible. Select which rule groups you want to activate. You can choose one or all of the following:

• Spam Filtering rules.

• Virus protection rules.

• Network security rules.

When you have chosen which rule groups to activate, click Next.

15 Specify where the queue folders that hold isolated e-mail will be located. The Configuration Wizard will automatically select the drive with the most disk space as the default.

Click Next.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 6 of 9)

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CONFIGURATION WIZARD Running the Configuration Wizard

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16 If messages build up in the Isolate queues it can impair E-mail Filter’s performance. You can automatically delete each e-mail from the Virus or Spam queues once it has been held there for a set number of days.

You can delete:

• E-mails over 7 days old from the Virus queue.

• E-mails over 14 days old from the Spam queue.

Once E-mail Filter is up and running you can set up automatic management for other queues, and change the number of days after which e-mails are deleted.

17 E-mail activity is recorded in the STEMLog database. If this database becomes too large, it can slow down the processing and delivery of e-mail.

To maintain efficiency, you should schedule regular database updates. Select Purge database once a month to set up a regular database purge.

Once E-mail Filter is up and running, you can use the Scheduler to specify when database purges take place.

18 E-mail Filter can send notifications via e-mail to your domain’s systems administrator to notify them of system events.

Enter the e-mail address of a system

administrator for your protected domain who you want to be notified of system events.

Click Next.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 7 of 9)

19 The Configuration Wizard is now ready to complete the configuration tasks.

Click Start to begin configuring.

20 The Configuration Wizard will work through the list of tasks. When a task is complete it will be marked with a green check.

If there is a problem with the configuration process, you will see a red exclamation point next to the task. If this happens the Back button will become enabled so that you can amend your settings if necessary.

21 SurfControl strongly recommends that you exclude the E-mail Filter work folder and its subfolders from scanning by your resident anti-virus solution.

Click Check folders to check that the correct folders are excluded from anti-virus scanning.

The Configuration Wizard uses the Eicar test pattern to test the response of your anti-virus software. The Eicar test pattern is not a virus and will not damage your system in any way.

Click Next to continue.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 8 of 9)

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CONFIGURATION WIZARD Running the Configuration Wizard

4

22 The Configuration Wizard is now complete. The Monitor will launch automatically. Use the Server Configuration Console to fine-tune your configuration to suit your needs.

Procedure 1: Configuration Wizard (Continued)

Step Action

(Sheet 9 of 9)