Step 1 – Creating a Send Connector

A connector creates a path for the exchange system to send outgoing mail for a specific email domain (the part after the ‘@’ symbol) or range of domains. Every recipient is checked, and where it matches a connector, a copy of the email will be delivered to the specified end-point. In this case, the end-point will be the Cryoserver.

If no connectors exist already, then a default connector must be created first. In this case, it will route all standard outbound mail (Address Space = “*”). It MUST have a cost set to 2 or more – this will prevent it from trying to route mail that would otherwise match any other connector (such as the Cryoserver one). The default connector will use the DNS MX records to determine the delivery routing.

If you are upgrading from an older Exchange, and a Cryoserver Connector already exists – PLEASE ADD A NEW CONNECTOR. Do NOT alter any existing one.

The Cryoserver connector will route journal mail – usually sent to

[email protected]– to the Primary Cryoserver. A Cryoserver appliance, by default, uses the Postfix system to accept incoming SMTP mail for the complianceinternet.co.uk domain.

Unless the Cryoserver system is modified for specific reasons, the mail will be rejected for any other domain is used. Also Note: This complianceinternet.co.uk domain has been registered by Cryoserver and does not have any MX records – thus preventing mail from routing in the public address space.

Use the following details and screenshots to guide you through the process.

1. Name the connector so that you understand its purpose. It is for your own records. The obvious name is “Cryoserver”. The Intended user setting determines the permissions that are applied to this connector. Set this to custom, though any of the options would suffice.

2. The Address Space lists the email domain name(s) for which outbound email with be delivered using this connector. Entercomplianceinternet.co.uk.

If your system uses Multi-Tenant features of Cryoserver, then you may tick the “include all subdomains”. That will allow you to use [email protected].

The cost must be set to 1 – or ANY number less than the Default Connector (the one that handles normal outbound mail).

3. The Cryoserver is the “smart host”. Enter the IP address or DNS name of the Cryoserver.

Earlier the VMWare environment will have given you a URL https://IPaddress/cryoserver, just use the IPAddress at this point.

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4. Source Server: In a larger organization, you may have Exchange servers distributed over a wide area (e.g. different countries). Select the server(s) for which you need this connector to apply.

After adding a new Cryoserver connector, it is worth modifying its properties to remove the size limit.

Figure 42 - Adding a new Send Connector

Figure 43 - Modifying the properties of a Send Connector

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Figure 44 - The address space and cost for the Cryoserver Connector

Figure 45 - Entering the IP address of the Cryoserver.

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Figure 46 - Cryoserver does not require any SMTP connection security 14.2.2 Step 2 – Creating a Contact for the Cryoserver Email Address

When adding the Journaling rule, you must select a valid user Mailbox (internal journaling) or a Contact (external journaling). Therefore, to journal to the Cryoserver a contact must be added to Active Directory to represent the Cryoserver Email Address. The Cryoserver email address is

“[email protected]”. In Exchange 2007 you can add the Contact within the Exchange Management Console:

Test

You can test the path from Exchange to Cryoserver by sending a test email to the Cryoserver Contact that was set up. View the monitoring page in Cryoserver (either via super-user web, or in version 4.2.15 onwards, you can just access: https://<cryoserver name>/cryoserver/monitor.jsp). You should see this mail arrive in the spool queue and be processed.

Figure 47 - Adding a Contact for Cryoserver Journal mail

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Figure 48 - Modify the Contact settings to prevent Rich Text and Address Book visibility

Figure 49 - Ensure the Contact is not restricted

14.2.3 Step 3 – Enabling Journaling

There are now many more options for Journaling in Exchange 2007/2010. In most cases however, the rule should simply be set to Journal ALL MAIL.

Now check that you can see mail being delivered to the Cryoserver.

Enable Global Journaling

Set this at the Hub Transport / Journal Rules tab.

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Figure 50 - Turning On Journaling at Hub Transport level

Mail-Store level journaling

If you have an Enterprise addition of Exchange with multiple mail-stores representing different business units, then you may wish to enable journaling on a range of Mail Stores, instead of the whole exchange.

Alternatively, if you find that sent email looks corrupt when viewed in Cryoserver, then your

Exchange 2010 may be showing the bugs relating to Journaling (it sends invalid formatted SMTP mail in the journal feed). One solution may be to set journaling at the per-Mail-Store level rather than at the global hub level.

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Figure 51 - Turning on Journaling at the Mail Store level

14.2.4 Remote Domains – Controlling the classes of SMTP mail sent to Cryoserver

There is an optional facility that sets the classes and formatting of outbound mail from the Exchange.

You may wish to create a specific setting for the mail flowing to Cryoserver which is different to the standard mail flow.

Figure 52 - Remote Domains (optional)

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Figure 53–Remote Domains - Another way to ensure rich text is not sent to Cryoserver

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15 Troubleshooting 15.1 Login Failures

There are several possible issues that may occur when logging-in to Cryoserver.

If the username or password is incorrect OR the LDAP server is not available or incorrect, then the error shown above will appear. Please also check the spellings of usernames and passwords are case sensitive.

15.2 General Error screen

If an unexpected error occurs, then a general error report screen will appear, as shown here. If you get a screen like the following, please press the “mail error stack trace”, this will send the logging information to Cryoserver Support Personnel for review. For additional support, please contact [email protected] for guidance and help.

15.3 Please Wait panel shows forever

If searches are taking a long time i.e. 60 seconds or more, would suggest the results being collated are many thousands/millions, please press the Right Hand Cross in top right hand corner of the User interface. We would recommend refining the search to produce a modest amount of results.

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We have also found that some browsers (currently mostly Internet Explorer v 9) will not auto-hide this panel unless the compatibility mode is enabled. Sometimes this is located in the URL bar (a ripped page icon) or under the Tools menu.

15.4 Alerts / Forward to Inbox not being sent

If the ‘daily alert’ or any other alerts, fail then check the Outbound Email and Alerts settings. The configured SMTP server may block the sending of emails to any email address that is NOT in the local domain – as this is regarded as Relaying. So ensure that all Alert Recipients are in the local domain OR that you configure your SMTP server to ‘Allow relay from’ the Cryoserver IP address.

NOTE: Since Cryoserver version 6.0.6 you can use an authenticated SMTP connection [over TLS/SSL].

In this way the Cryoserver becomes a first class email client and is able to send mail to any email address without requiring any relay settings on the Exchange (or other email server).

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16 Conclusion

We would like to thank you for reading this Administration guide and using Cryoserver.

Cryoserver is constantly evolving around customer requests and we would appreciate your feedback with using the demo system.

For support requests please speak with your administrator and as a second point of contact FCS at www.cryoserver.com.

Copyright FCS (UK) Limited, All rights reserved. ©2013

Robin Bingeman – Last Edited 17^th September 2013 [email protected]