Table of Contents 1 Introduction 1.1 Using this manual 1.2 Glossary of terms 2 About GFI MailEssentials 2.1 Minimum Requirements & Installation 2.2 How email processing works? 2.2.1 Inbound mail filtering 2.2.2 Outbound mail filtering 2.3 Description of anti-spam filters and actions About anti-spam filters Anti-Spam actions Default Anti-Spam actions 2.4 Licensing 3 Viewing anti-spam processing status 3.1 Using the GFI MailEssentials dashboard 3.1.1 Monitoring the status in real-time 3.1.2 Statistics 3.1.3 POP2Exchange 3.2 Email Reports 3.2.1 Configuring spam digests Administrator spam digest Recipient spam digest 3.3 Spam status reports 3.3.1 Enabling reporting Configuring database auto-purging 3.3.2 Using Reports 3.3.3 Daily Spam Report 3.3.4 Anti-Spam Rules Report 3.3.5 User Usage Statistics 3.3.6 Domain Usage Statistics 3.3.7 Mail Server Daily Usage Statistics 3.3.8 User Communications Important notes 3.3.9 Miscellaneous options 4 Routine Administration 4.1 Using Quarantine 4.1.1 Quarantine Management Searching quarantined emails 4.1.2 User quarantine reports 4.2 Using Public folder scanning 4.2.1 Reviewing spam email 4.2.2 Managing legitimate email Important notes Adding senders or newsletters to the whitelist Adding discussion lists to the whitelist Add ham to the legitimate email database 4.2.3 Managing spam Important notes Adding senders to the Email Blocklist Adding spam to the spam database 5 Configuring anti-spam 5.1 Anti-spam filters Configuring SpamRazer Configuring Phishing Configuring Directory Harvesting Stage 1 - Configuring Directory Harvesting properties Stage 2 - Selecting the Directory Harvesting method Configuring Email Blocklist Important notes Configuring IP DNS Blocklist Configuring URI DNS Blocklist Prerequisites Configuring the Sender Policy Framework Important Notes Configuring Greylist Configuring Header Checking Configuring Keyword Checking Configuring the Bayesian filter Stage 1: Training the Bayesian filter Stage 2: Enabling the Bayesian filter Important notes Configuring Whitelist Important notes Configuring New Senders Filter 5.2 Spam Actions - What to do with spam email Configuring Spam Actions Other options Configuring Anti-spam global actions 5.3 Configuring Quarantine Important Notes 5.3.1 Configuring Quarantine 5.4 Public folder scanning 5.4.1 Public folder scanning setup for Microsoft Exchange Servers 5.4.2 Configure a dedicated user account for Exchange Server 2003 5.4.3 Configure a dedicated user account for Exchange Server 2007/2010 5.4.4 Hiding user posts in GFI AntiSpam Folders Microsoft Exchange 2003 Microsoft Exchange 2007 Microsoft Exchange 2010 5.4.5 Public folder scanning setup for Lotus Domino servers 6 Customizing other features 6.1 Disclaimers 6.1.1 Configuring disclaimers 6.1.2 Disabling and enabling disclaimers 6.2 Auto-replies Important notes 6.2.1 Configuring auto-replies 6.3 List servers 6.3.1 Creating a newsletter or discussion list 6.3.2 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 6.3.3 Using newsletters/discussions Using newsletters 6.3.4 Importing subscribers to the list / database structure 6.4 Email monitoring 6.4.1 Enabling/Disabling email monitoring 6.4.2 Configure email monitoring 7 Customizing GFI MailEssentials setup 7.1 Inbound email domains Important notes 7.1.1 Adding and removing inbound domains 7.2 Administrator email address 7.3 DNS server settings 7.4 SMTP Server settings 7.5 Automatic updates 8 Miscellaneous 8.1 Setting up POP3 and dialup downloading 8.1.1 Configuring the POP3 downloader 8.1.2 Configure dial up connection options 8.2 Synchronizing configuration data 8.2.1 Anti-spam synchronization agent 8.2.2 Step 1: Configuring the Synchronization Agent virtual directory on the master server Important notes Synchronization Agent virtual directory configuration 8.2.3 Step 2: Configure the master server 8.2.4 Step 3: Configure slave servers Important notes Slave server configuration 8.3 Exporting and importing GFI MailEssentials settings 8.3.1 Step 1: Export existing GFI MailEssentials configuration settings Exporting via user interface Exporting settings via the command line 8.3.2 Step 2: Copy the exported settings 8.3.3 Step 3: Import settings to new GFI MailEssentials installation Importing via user interface Importing via the command line 8.4 Selecting the SMTP Virtual Server to bind GFI MailEssentials 8.4.1 Binding GFI MailEssentials to SMTP Virtual Servers 8.5 Disabling/Enabling email processing 8.6 Tracing Email backup before and after processing 8.7 Remote commands 8.7.1 Configuring remote commands 8.7.2 Using remote commands 8.7.3 Keyword commands 8.7.4 Blocklist commands 8.7.5 Bayesian filter commands Examples 8.7.6 Remote command logging 8.8 Moving spam email to user’s mailbox folders 8.8.1 Microsoft Exchange Server 2003 Install Rules Manager on the Microsoft Exchange Server Launch the Rules Manager Setting new rules Managing multiple rules 8.8.2 Microsoft Exchange 2007/2010 9 Troubleshooting & support 9.1 Introduction 9.2 User manual 9.3 Common issues 9.4 Managing Spam 9.5 Archiving and Reporting 9.6 Anti-Spam filters & actions 9.7 Quarantine 9.8 Disclaimers 9.9 Email monitoring 9.10 List Server 9.11 Miscellaneous 9.12 Knowledge Base 9.13 Common checks 9.14 Web Forum 9.15 Request technical support 9.16 Build notifications 9.17 Documentation 10 Appendix - Bayesian Filtering How does the Bayesian spam filter work? 10.1.1 Training the Bayesian Analysis filter Step 1: Install the Bayesian Analysis wizard Step 2: Analyze legitimate and spam emails Step 3: Import the Bayesian Spam profile