Table of Contents 1 Introduction 1.1 About this manual Manual structure Administration and Configuration manual 1.2 Terms used in this manual 1.3 Licensing 2 How does GFI MailEssentials work? 2.1 Inbound mail filtering 2.1.1 Inbound email domains 2.2 Outbound mail filtering 3 Installation for Microsoft Exchange 2000 & 2003 3.1 Introduction 3.2 System requirements 3.2.1 Software Supported operating systems Supported mail servers Other components 3.2.2 Hardware Processor Memory Physical Storage 3.3 Important settings 3.3.1 Antivirus and backup software 3.3.2 Firewall port settings 3.4 Installing on Microsoft Exchange Server 2000/2003 3.4.1 Upgrade from earlier version Important notes Upgrade procedure 3.4.2 New installations Pre-install actions Important notes Installation procedure 3.4.3 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 3.4.4 GFI MailEssentials Configuration 3.5 Installing on an email gateway or relay/perimeter server Introduction 3.5.1 Upgrades from earlier version Important notes Upgrade procedure 3.5.2 New installations Important notes Pre-install actions Step 1: Enable IIS SMTP Service Step 2: Create SMTP domain(s) for email relaying Step 3: Enable email relaying to your Microsoft Exchange server: Step 4: Secure your SMTP email-relay server Step 5: Enable your Microsoft Exchange Server to route emails via mail relay server/GFI MailEssentials Step 6: Update your domain MX record to point to mail relay server Step 7: Test your new mail relay server Installation procedure 3.5.3 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 3.5.4 GFI MailEssentials Configuration 3.6 Installing on Microsoft Exchange 2000/2003 cluster Introduction 3.6.1 Upgrade from earlier version Pre-upgrade actions Important notes Upgrade procedure 3.6.2 New installations Important notes Pre-install actions Installation procedure Step 1 - Install GFI MailEssentials in the shared hard drive on active server Step 2 - Move the Exchange Virtual Server cluster group Step 3 - Install GFI MailEssentials on a passive server Step 4 - Add specific GFI MailEssentials services to the Exchange Virtual Server cluster resource group Service Name: gfiasmlhost Service Name: listserv Service Name: GFIMETRXSVC 3.6.3 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 3.6.4 GFI MailEssentials Configuration 3.7 Installing on IIS cluster Introduction 3.7.1 Upgrade from earlier version Pre-upgrade actions Important notes Upgrade procedure 3.7.2 New installations Important notes Pre-install actions Installation procedure Step 1 - Install GFI MailEssentials in the shared hard drive on active server Step 2 - Install GFI MailEssentials on a passive server Step 3 - Add specific GFI MailEssentials services to IIS Server cluster resource group Display Name: GFI MailEssentials Legacy Attendant Service Service Name: gfiasmlhost Service Name: listserv Service Name: GFI POP2Exchange Service Name: GFIMETRXSVC 3.7.3 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 3.7.4 GFI MailEssentials Configuration 4 Installation for Microsoft Exchange 2007 & 2010 4.1 Introduction 4.2 System requirements 4.2.1 Software Supported operating systems Mail Servers Other components 4.2.2 Hardware Processor Memory Physical Storage 4.3 Important settings 4.3.1 Antivirus and backup software 4.3.2 Firewall port settings 4.4 Installing on Microsoft Exchange or SBS server 4.4.1 Upgrade from earlier version Important notes Upgrade procedure 4.4.2 New installations Important notes Installation procedure Post-installation wizard 4.4.3 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 4.4.4 GFI MailEssentials Configuration 4.5 Installing on an email gateway or relay/perimeter server Introduction 4.5.1 Pre-install actions Step 1: Send and Receive connector setup Step 2: Test your new mail relay server 4.5.2 Upgrades from earlier version Important notes 4.5.3 Upgrade procedure 4.5.4 New installations Important notes Installation procedure 4.5.5 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 4.5.6 GFI MailEssentials Configuration 4.6 Installing on Microsoft Exchange Server 2007/2010 clusters 5 Installation for Lotus Domino 5.1 Introduction 5.2 System requirements 5.2.1 Software Supported operating systems Mail Servers Other components 5.2.2 Hardware Processor Memory Physical Storage 5.3 Important settings 5.3.1 Antivirus and backup software 5.3.2 Firewall port settings 5.4 Installing on gateway servers for Lotus Domino 5.4.1 Pre-install actions Step 1: Enable IIS SMTP Service Step 2: Create SMTP domain(s) for email relaying Step 3: Enable email relaying to your Microsoft Exchange server: Step 4: Secure your SMTP email-relay server Step 5: Configure Lotus Domino for GFI MailEssentials Step 6: Update your domain MX record to point to mail relay server Step 7: Test your new mail relay server 5.4.2 Upgrade from earlier version Important notes Upgrade procedure 5.4.3 New installations Important notes Installation procedure 5.4.4 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 5.4.5 GFI MailEssentials Configuration 6 Installation for SMTP Servers 6.1 Introduction 6.2 System requirements 6.2.1 Software Supported operating systems Mail Servers Other components 6.2.2 Hardware Processor Memory Physical Storage 6.3 Important settings 6.3.1 Antivirus and backup software 6.3.2 Firewall port settings 6.4 Installing on gateway servers for SMTP Servers 6.4.1 Pre-install actions Step 1: Enable IIS SMTP Service Step 2: Create SMTP domain(s) for email relaying Step 3: Enable email relaying to your Microsoft Exchange server: Step 4: Secure your SMTP email-relay server Step 5: Configure your SMTP server for GFI MailEssentials Step 6: Update your domain MX record to point to mail relay server. Step 7: Test your new mail relay server 6.4.2 Upgrade from earlier version Important notes Upgrade procedure 6.4.3 New installations Important notes Installation procedure 6.4.4 Post-install actions Step 1: Launch GFI MailEssentials Configuration console Step 2: Verify current DNS Server settings Step 3: Confirm domains to defend against spam Step 4: Enable Directory Harvesting Step 5: Configure whitelists Step 6: Test your anti spam system 6.4.5 GFI MailEssentials Configuration 7 Uninstalling GFI MailEssentials 7.1 Introduction 7.1.1 Uninstall GFI MailEssentials 8 Troubleshooting and support 8.1 Introduction 8.2 Troubleshooting: Installation issues 8.3 Knowledge Base 8.4 Web Forum 8.5 Request technical support 8.6 Build notifications 8.7 Documentation 9 Appendix - Installing MSMQ 9.1 Windows Server 2000 9.2 Windows Server 2003 9.3 Windows Server 2008 10 Glossary
