Table of Contents 1 About GFI MailEssentials 1.1 Introduction 1.2 Using this manual 1.3 Licensing 1.4 Minimum Requirements & Installation 2 Recommended post-install actions 2.1 Introduction About anti-spam filters Anti-Spam actions Default Anti-Spam actions 2.2 Route spam to dedicated spam folders Enable spam email routing to folders 2.2.1 Configuring email routing to folders 2.3 Enable public folder scanning 2.3.1 Public folder scanning setup for Microsoft Exchange Servers 2.3.2 Configure a dedicated user account for Exchange Server 2000/3 2.3.3 Configure a dedicated user account for Exchange Server 2007/2010 2.3.4 Hiding user posts in GFI AntiSpam Folders Microsoft Exchange 2000/2003 Microsoft Exchange 2007/2010 2.3.5 Public folder scanning setup for Lotus Domino servers 3 Routine Administration 3.1 Reviewing spam email 3.1.1 Spam review process 3.2 Managing legitimate email Important notes 3.2.1 Adding senders or newsletters to the whitelist 3.2.2 Adding discussion lists to the whitelist Add discussion lists to the whitelist 3.2.3 Add ham to the legitimate email database 3.3 Managing spam Important notes 3.3.1 Adding senders to the blacklist 3.3.2 Adding spam to the spam database 3.4 Viewing anti-spam status on dashboard 3.5 Generating spam digests 3.5.1 Configuring spam digests Administrator spam digest Recipient spam digest 3.6 Creating email archives Important notes 3.6.1 Enable archiving 3.6.2 Enabling Archive Web Interface access from GFI MailEssentials Important notes Configure the IIS Web application to be used by AWI on IIS 6.0 Installing GFI MailEssentials Archive Web Interface (AWI) on Microsoft IIS 7.0 (x86 systems) Configure the IIS Web application to be used by AWI on IIS 7.0 3.6.3 Accessing the Archive Web Interface 3.7 Spam status and email processing reports Important notes 3.7.1 Enabling reporting 3.7.2 Using Reports 3.7.3 Daily Spam Report 3.7.4 Anti-Spam Rules Report 3.7.5 User Usage Statistics 3.7.6 Domain Usage Statistics 3.7.7 Mail Server Daily Usage Statistics 3.7.8 User Communications Important notes 3.7.9 Miscellaneous options 3.8 Disabling/Enabling email processing 4 Customizing GFI MailEssentials 4.1 Adding additional inbound email domains Important notes 4.1.1 Adding and removing inbound domains 4.2 Anti-spam filters 4.2.1 Anti-Spam actions 4.2.2 SpamRazer Configuring SpamRazer 4.2.3 Phishing Configuring Phishing 4.2.4 Sender Policy Framework (SPF) Prerequisites Configuring the Sender Policy Framework 4.2.5 Whitelist Important notes Configuring Whitelist 4.2.6 Directory harvesting Configuring Directory Harvesting Stage 1 - Configuring Directory Harvesting properties Stage 2 - Selecting the Directory Harvesting method 4.2.7 Email Blacklist Configuring Email Blacklists 4.2.8 Bayesian analysis Configuring the Bayesian filter Stage 1: Training the Bayesian filter Stage 2: Enabling the Bayesian filter 4.2.9 DNS blacklists (DNSBL) Important notes Configuring DNSBL 4.2.10 Spam URI Realtime Blocklists (SURBL) Configuring Spam URI Realtime Blocklists 4.2.11 Header checking Configuring Header Checking 4.2.12 Keyword checking Configuring Keyword Checking 4.2.13 New Senders filter This filter is NOT enabled by default. Important notes Configuring New Senders Filter 4.2.14 Spam Actions - What to do with spam email Configuring Spam Actions Other options 4.2.15 Anti-spam global actions Configuring Anti-spam global actions 4.2.16 Sorting anti-spam filters by priority 4.3 Disclaimers Important notes 4.3.1 Configuring disclaimers 4.3.2 Disabling and enabling disclaimers 4.4 Auto-replies Important notes 4.4.1 Configuring auto-replies 4.5 List servers 4.5.1 Creating a newsletter or discussion list 4.5.2 Configuring advanced newsletter/discussion list properties Creating a custom footer for the list Setting permissions to the list Securing newsletters with a password Adding subscribers to the list 4.5.3 Using newsletters/discussions Using newsletters 4.5.4 Importing subscribers to the list / database structure 5 Miscellaneous 5.1 Setting up POP3 and dialup downloading 5.1.1 Configuring the POP3 downloader 5.1.2 Configure dial up connection options 5.2 Email monitoring 5.2.1 Enabling/Disabling email monitoring 5.2.2 Configure email monitoring 5.3 Synchronizing configuration data 5.3.1 Anti-spam synchronization agent configuration 5.3.2 Configuring the master server Important notes Master server configuration 5.3.3 Installing BITS Server Extension on the master server 5.3.4 Configuring a slave server Important notes Slave server configuration 5.4 GFI MailEssentials Configuration Export/Import Tool 5.4.1 Exporting GFI MailEssentials configuration settings Exporting settings via User interface Exporting settings via the command line 5.4.2 Importing GFI MailEssentials configuration settings Importing settings via user interface Importing settings via the command line 5.5 Configuring automatic updates 5.6 Selecting the SMTP Virtual Server to bind GFI MailEssentials 5.6.1 Binding GFI MailEssentials to SMTP Virtual Servers 5.7 Remote commands 5.7.1 Configuring remote commands 5.7.2 Using remote commands 5.7.3 Keyword commands 5.7.4 Blacklist commands 5.7.5 Bayesian filter commands Examples 5.7.6 Remote command logging 5.8 Moving spam email to user’s mailbox folders 5.8.1 Microsoft Exchange Server 2000/2003 Install Rules Manager on the Microsoft Exchange Server Launch the Rules Manager Setting new rules Managing multiple rules 5.8.2 Microsoft Exchange 2007/2010 5.9 Tracing Email backup before and after processing 6 Troubleshooting & support 6.1 Introduction 6.2 User manual 6.3 Common issues 6.4 Managing Spam 6.5 Archiving and Reporting 6.6 Anti-Spam filters & actions 6.7 Disclaimers 6.8 Email monitoring 6.9 List Servers 6.10 Miscellaneous 6.11 Knowledge Base 6.12 Common checks 6.13 Web Forum 6.14 Request technical support 6.15 Build notifications 6.16 Documentation 7 Appendix 1 - How does GFI MailEssentials work? 7.1 Inbound mail filtering 7.2 Outbound mail filtering 8 Appendix 2 - Bayesian Filtering How does the Bayesian spam filter work? 9 Glossary