Symantec 10547829 - Mail Security For Smtp 5.0 Smb User manual

Symantec Mail Security for
SMTP
Installation Guide

Symantec Mail Security for SMTP
Installation Guide
The software described in this book is furnished under a license agreement and
may be used only in accordance with the terms of the agreement.
April 17, 2006
Copyright notice
Copyright © 1998-2006 Symantec Corporation. All rights reserved. Symantec, the
Symantec logo, Brightmail, LiveUpdate, SESA, and Norton AntiVirus are U.S. registered
trademarks or registered trademarks of Symantec Corporation or its affiliates in other
countries. Other names may be trademarks of their respective owners.
Symantec Mail Security for SMTP 5.0 is protected under U.S. Patent Nos. 6,052,709;
5,999,932; and 6,654,787.
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Technical support
As part of Symantec Security Response, the Symantec global Technical Support
group maintains support centers throughout the world. The Technical Support
group’s primary role is to respond to specific questions on product feature/
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Please visit our Web site for current information on Support Programs. The
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Contacting Technical Support
Customers with a current support agreement may contact the Technical
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When contacting the Technical Support group, please have the following:
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■Troubleshooting performed prior to contacting Symantec
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Contents
Chapter 1 Introducing Symantec Mail Security for SMTP
About Symantec Mail Security for SMTP .......................................................... 8
What’s new in Symantec Mail Security for SMTP ............................................ 8
New features for all users ............................................................................. 9
Changes for Symantec Mail Security for SMTP users ........................... 10
Changes for Symantec Brightmail Antispam users ...............................12
Components of Symantec Mail Security for SMTP ........................................13
How Symantec Mail Security for SMTP works ...............................................15
Where to get more information .........................................................................16
Chapter 2 Installing Symantec Mail Security for SMTP
Before you install ................................................................................................. 18
Before you install on any platform ........................................................... 18
Before you install on Windows .................................................................. 21
Before you install on Solaris or Linux ...................................................... 21
System requirements .......................................................................................... 23
Hardware requirements .............................................................................. 23
Supported browsers ..................................................................................... 23
Supported LDAP servers ............................................................................. 24
System requirements for Windows ..........................................................24
System requirements for Solaris ............................................................... 24
System requirements for Linux .................................................................25
Installing on Windows ........................................................................................ 25
Installing on Solaris and Linux .......................................................................... 27
Setting up .............................................................................................................. 30
Logging in ..................................................................................................... 30
Registering your system ............................................................................. 31
Configuring your system ............................................................................ 32
Setting up a Scanner ................................................................................... 35
Completing setup ......................................................................................... 38
Accessing the Control Center ............................................................................ 40
Logging out ................................................................................................... 43
Having trouble logging in or out? .............................................................43

6Contents
Areas of localization ............................................................................................ 43
Importing configuration files .................................................................... 44
Configuring system locale .......................................................................... 44
Uninstalling Symantec Mail Security for SMTP ............................................. 46
Uninstalling from Windows ....................................................................... 46
Uninstalling from Linux and Solaris ........................................................ 46
Appendix A Integrating Symantec Mail Security with Symantec
Security Information Manager
About Symantec Security Information Manager ........................................... 49
Interpreting events in the Information Manager ........................................... 50
Firewall events that are sent to the Information Manager ................... 51
Definition Update events that are sent to the Information
Manager ................................................................................................. 51
Message events that are sent to the Information Manager .................. 52
Administration events that are sent to the Information Manager ...... 52
Installing and configuring event logging to the Information Manager ...... 54
Configuring the Information Manager ..................................................... 55
Installing the local SSIM Agent ................................................................. 57
Installing the Collector ............................................................................... 58
Configuring data sources ............................................................................ 58
Uninstalling Information Manager components ........................................... 60
Uninstalling the Collector .......................................................................... 60
Uninstalling the Information Manager Agent ........................................ 60
Appendix B Sample options file
Index

Chapter 1
Introducing Symantec Mail
Security for SMTP
This chapter includes the following topics:
■About Symantec Mail Security for SMTP
■What’s new in Symantec Mail Security for SMTP
■Components of Symantec Mail Security for SMTP
■How Symantec Mail Security for SMTP works
■Where to get more information

8Introducing Symantec Mail Security for SMTP
About Symantec Mail Security for SMTP
About Symantec Mail Security for SMTP
Symantec Mail Security for SMTP offers enterprises an easy-to-deploy,
comprehensive gateway-based email security solution through the following:
■Antispam technology – Symantec’s state-of-the-art antispam filters assess
and classify email as it enters your site.
■Email Firewall – This early response feature can vastly improve message
throughput by analyzing incoming SMTP connections and enabling you to
refuse connections or email messages from hosts it perceives to be hostile.
■Antivirus technology – Antivirus definitions and engines protect your
users from email-borne viruses.
■Content Compliance – These features help administrators enforce corporate
email policies, reduce legal liability, and ensure compliance with regulatory
requirements.
■Group policies and filter policies – An easy-to-use authoring tool lets
administrators create powerful and flexible ad hoc filters for individuals and
groups.
What’s new in Symantec Mail Security for SMTP
All users will find significant new features in this release of Symantec Mail
Security for SMTP. You will also find familiar features, in many cases improved
and expanded. In some cases the names of features are the same; in some cases
the names have changed, and the changes are noted in this chapter.
Note: By default, inbound and outbound messages containing a virus or mass-
mailing worm, and unscannable messages, including malformed MIME
messages, will be deleted. You may want to change the default setting for
unscannable messages if you are concerned about losing important messages.

9Introducing Symantec Mail Security for SMTP
What’s new in Symantec Mail Security for SMTP
New features for all users
Table 1-1 lists features that are new for both Symantec Mail Security for SMTP
users and Symantec Brightmail Antispam users.
Table 1-1 New features for Symantec Mail Security for SMTP and Symantec Brightmail Antispam
Category Features Description
Threat
protection
features
Improved Email Firewall Protects against directory harvest attacks, denial of service
attacks, spam attacks, and virus attacks.
Sender Authentication Protects against phishing attacks, using the Sender Policy
Framework (SPF), Sender ID, or both.
Improved virus protection Additional virus verdicts protect against suspected viruses,
spyware and adware, and encrypted attachments.
Email messages that may contain viruses can be delayed in the
Suspect VIrus Quarantine, then refiltered, with updated virus
definitions, if available. This feature can be effective in defeating
virus attacks before they are widely known.
View a continuously updated list available of virus definitions.
Inbound and
outbound
content
controls
True file type recognition for
content compliance filtering
Automatically detects file types without relying on file name
extensions or MIME types.
Keywords filtering within
attachments, keyword
frequency filtering
Scan within attachments to find keywords from dictionaries you
create or edit. Specify a number of occurrences to look for.
Regular expression filtering Use regular expressions to further customize filter conditions by
searching within messages and attachments.
Support for third party
archival tools
Specify conditions that result in email being sent to an archival
email address or disk location.
Flexible mail
management
LDAP integration and
synchronization for policies
Dynamic group population via any of several supported LDAP
servers
Expanded variety of actions
and combinations
More than two dozen actions that can be taken on messages, with
many combinations of multiple actions available.
Expanded mail controls SMTP connection management, support for secure email (TLS
encryption), user-based routing, address masquerading, invalid
recipient handling, control over delivery queue processing,
support for static routes
Aliasing Distribution lists automatically expanded, mail filtered and
delivered correctly for each user

10 Introducing Symantec Mail Security for SMTP
What’s new in Symantec Mail Security for SMTP
Changes for Symantec Mail Security for SMTP users
For users of Symantec Mail Security for SMTP 4.1, Version 5.0 provides a host of
expanded and improved capabilities. In addition to the new features listed in
Table 1-1, additional new features for Symantec Mail Security for SMTP users
only are listed in Table 1-2.
Improved
reporting and
monitoring
Extensive set of pre-built
reports, scheduled reporting,
additional alert conditions,
remote syslog support
More than 50 graphical reports that you can generate ad-hoc or
on a scheduled basis. Reports can be exported for offline analysis
and emailed.
Message tracking View a trail of detailed information about a message, including
the filtering processing applied to a message.
Expanded
administration
capabilities
IP-based access control Control which hosts and networks can access your Control Center.
Control over Quarantine size
limits
Specify user-based and total limits, configure automatic message
deletions.
Table 1-1 New features for Symantec Mail Security for SMTP and Symantec Brightmail Antispam
Category Features Description
Table 1-2 New features for Symantec Mail Security for SMTP users
Category Features Description
Flexible mail
management
Centralized, Web-
based administration
Use the Control Center to manage all aspects of email management and
spam, virus, and content filtering across all servers with one interface.
Group Policies Create separate inbound and outbound policies for an unlimited number
of groups of users. You can specify groups of users based on email
addresses, domains, LDAP groups, or IP addresses. For each category of
email, you can specify custom message handling for each group.
Expanded
notification
capabilities
Automatically send emails notifying specific persons or groups when
certain message conditions are encountered during message filtering.
Create different notifications for different conditions or user groups.
Inbound and
outbound
content controls
Improved
attachment blocking
Strip attachments within container files. Search within attachments
using regular expressions.
Improved
reporting and
monitoring
Aggregated logging
and reporting
Access logs for all messages from all servers via the Control Center.
Manage reports for all servers via the Control Center. Note that many of
the reporting features in SMS for SMTP 4.1 have been replaced in SMS
for SMTP 5.0 by the message tracking feature.

11Introducing Symantec Mail Security for SMTP
What’s new in Symantec Mail Security for SMTP
Group Policies introduce expanded flexibility in mail filtering and message
handling. Group Policies enable you to specify groups of users, based on email
addresses, domains, or IP addresses, and customize mail filtering for each
group. See the Symantec Mail Security for SMTP Administration Guide for more
information.
In addition, if you were using Version 4.1 without Premium AntiSpam, Version
5.0, with or without Premium AntiSpam provides much more extensive
capabilities for customizing both message filtering and the actions taken on
filtered messages.
New feature names
Most features in Version 5.0 have similar names to the corresponding Version 4.1
features. Table 1-3 provides a cross-reference between selected Symantec Mail
Security for SMTP 4.1 features and Symantec Mail Security for SMTP 5.0
features that have different names.
Discontinued features
The following Symantec Mail Security for SMTP 4.1 features are not included in
Symantec Mail Security for SMTP 5.0:
■Auto-generated whitelist
■Logging of SMTP conversations
■Hold Queue, automatic reordering of the Slow Queue
Expanded
administration
capabilities
Delegated
administration
Multiple administrator roles with view only or modify access to different
portions of the management interface.
Table 1-2 New features for Symantec Mail Security for SMTP users
Category Features Description
Table 1-3 Version 4.1 to Version 5.0
Symantec Mail Security for SMTP 4.1
Feature Name
Symantec Mail Security for SMTP 5.0
Feature Name
Accounts Administration
Custom disclaimer Annotation
Scan policy Settings > Virus > Exclude Scanning tab
Routing Settings > Hosts > Edit > SMTP tab

12 Introducing Symantec Mail Security for SMTP
What’s new in Symantec Mail Security for SMTP
■Return code support for DNS Blacklists
■Configurable administrator timeout for the management interface
Changes for Symantec Brightmail Antispam users
Although the product name has changed, if you were a Symantec Brightmail
Antispam user you will find the user interface for Symantec Mail Security for
SMTP 5.0 quite familiar. Most features are named similarly, and the organization
of the user interface is quite similar. Most of the changes are new features.
For users of Symantec Brightmail Antispam, Symantec Mail Security for SMTP
Version 5.0 provides significant new and expanded capabilities. In addition to
the new features listed in Table 1-1, additional new features for Symantec
Brightmail Antispam users only are listed in Table 1-4.
Table 1-4 New features for Symantec Brightmail Antispam users
Category Features Description
Threat
protection
features
Improved virus
processing
LiveUpdate support for virus definitions, list of file types to exclude
from virus scanning, expanded container limit controls
Outbound filtering Provides spam, virus, and content compliance filtering on outbound
email messages. Specify different outbound and inbound policies for
each user group.
Flexible mail
management
More flexible Group
Policies
Use LDAP groups to populate groups for Group Policies.
Multiple actions Specify more than one action to take on specific categories of
messages to specific groups of recipients.
Inbound and
outbound
content controls
Expanded content
compliance filtering
capabilities
Expanded set of actions available on filtered messages, support for
multiple actions on the same messages
Attachment blocking Create lists of attachment types to remove. Strip attachments within
container files.
Annotations Automatically append or prepend text, such as legal disclaimers or
marketing tag lines, to messages.
Notifications Automatically send emails notifying specific persons or groups when
certain message conditions are encountered during message filtering.
Create different notifications for different conditions or user groups.
Improved
reporting and
monitoring
Expanded virus
monitoring
Virus outbreak alerts, expanded logging of virus events
Expanded logging Symantec Security Information Manager (SSIM) logging support

13Introducing Symantec Mail Security for SMTP
Components of Symantec Mail Security for SMTP
While the names of features are largely the same, you will find some changes to
the organization of menus. Most importantly, you will now find a Policies menu
at the top level, breaking out Group Policies (under the Settings menu in
Symantec Brightmail Antispam 6.0.3), and including other items as well. See the
Symantec Mail Security for SMTP Administration Guide for an updated
explanation of how settings and policies interact.
Note: With this release, the default action for an Unscannable verdict, including
those due to malformed MIME content, has been changed from markup to
delete. This was done to to provide the strongest possible level of protection
against external threats. If desired, you can change this action on a per group
basis. You may want to change the default setting for unscannable messages if
you are concerned about losing important messages.
Components of Symantec Mail Security for SMTP
You can deploy Symantec Mail Security for SMTP in different configurations to
best suit the size of your network and your email processing needs.
Each Symantec Mail Security for SMTP host can be deployed in the following
ways:
■Scanner – Deployed as a Scanner, a Symantec Mail Security for SMTP host
filters email. Your installation can have one or many Scanners. Symantec
Mail Security for SMTP runs alongside your existing email or groupware
server.
■Control Center – Deployed as a Control Center, a Symantec Mail Security for
SMTP host is a Web-based configuration and administration center. Use it to
configure and manage email filtering, SMTP routing, system settings, and
all other functions. Your enterprise-wide deployment of Symantec Mail
Security for SMTP can have multiple Scanners but only one Control Center,
from which you configure and monitor all the Scanner hosts.
The Control Center provides status for all Symantec Mail Security for SMTP
hosts in your system, system logs, and extensive customizable reporting.
Use it to configure both system-wide and host-specific details.
Expanded
administration
capabilities
Global reject or pause
of message scanning
During a virus outbreak, you can temporarily pause scanning until
new virus filters are in place.
Table 1-4 New features for Symantec Brightmail Antispam users
Category Features Description

14 Introducing Symantec Mail Security for SMTP
Components of Symantec Mail Security for SMTP
The Control Center also hosts the Spam and Suspect Virus Quarantines, for
storage of spam and virus messages respectively. End users can access the
Control Center to view their quarantined spam messages and set their
preferences for language filtering and blocked and allowed senders. You can
also configure the Spam Quarantine for administrator-only access.
■Scanner and Control Center – A single Symantec Mail Security for SMTP
host performs both functions.
Note: Symantec Mail Security for SMTP does not provide mailbox access for end
users or message storage, and is not intended for use as the only MTA in your
email infrastructure.
Note: Symantec Mail Security for SMTP does not filter messages that don’t flow
through the SMTP gateway. For example, when two mailboxes reside on the
same MS Exchange Server, or on different MS Exchange Servers within an
Exchange organization, the messages will not pass through the Symantec Mail
Security for SMTP filters.

15Introducing Symantec Mail Security for SMTP
How Symantec Mail Security for SMTP works
How Symantec Mail Security for SMTP works
Your Symantec Mail Security for SMTP installation processes a email message
as follows. For the sake of discussion, our sample message passes through the
Filtering Engine to the Transformation Engine without being rejected.

16 Introducing Symantec Mail Security for SMTP
Where to get more information
■The incoming connection arrives at the inbound MTA via TCP/IP.
■The inbound MTA accepts the connection and moves the message to its
inbound queue.
■The Filtering Hub accepts a copy of the message for filtering.
■The Filtering Hub consults the LDAP SyncService directory to expand the
message’s distribution list.
■The Filtering Engine determines each recipient’s filtering policies.
■The message is checked against Blocked/Allowed Senders Lists defined by
administrators.
■Virus filters and configurable heuristic filters determine whether the
message is infected.
■Content Compliance filters scan the message for restricted attachment types
or keywords, as defined in configurable dictionaries.
■Spam filters compare message elements with current filters published by
Symantec Security Response to determine whether the message is spam. At
this point, the message may also be checked against end-user defined
Language settings.
■The Transformation Engine performs per-recipient actions based on
filtering results and configurable Group Policies.
Where to get more information
In addition to this Installation Guide, your Symantec Mail Security for SMTP
product comes with the following documentation:
■Symantec Mail Security for SMTP Planning Guide
■Symantec Mail Security for SMTP Administration Guide
■Symantec Mail Security for SMTP Getting Started
Symantec Mail Security also includes a comprehensive help system that
contains conceptual and procedural information. If you want more information
about features that are associated with the page, select a More Information link
in the Help page, or use the Table of Contents, Index, or Search tabs in the Help
viewer to locate a topic.

Chapter 2
Installing Symantec Mail
Security for SMTP
This chapter includes the following topics:
■Before you install
■System requirements
■Installing on Windows
■Installing on Solaris and Linux
■Setting up
■Accessing the Control Center
■Areas of localization
■Uninstalling Symantec Mail Security for SMTP

18 Installing Symantec Mail Security for SMTP
Before you install
Before you install
Before you install Symantec Mail Security for SMTP, you must perform some
pre-installation tasks.
Before you install on any platform
The following are pre-installation tasks for both Windows and Linux/Solaris:
■Disable other antivirus programs
■Ensure no other programs are using the port that you want to use for the
inbound MTA (usually port 25)
■Ensure no Tomcat or MySQL installations are present
■Establish an alternate MTA for alerting (optional)
■Save whitelist, blacklist, local domain, and Anti-Relay list data (optional, for
users of Symantec Mail Security for SMTP 4.x only)
Disabling other antivirus programs
If you have other antivirus programs installed on your computer, it is
recommended that you uninstall them to prevent any installation or operational
errors. At a minimum, you must configure any other antivirus program to
exclude the following directories from scanning:
■The MTA data directory (which you can specify during the Symantec Mail
Security for SMTP installation process – to do this, you must specify a
‘custom’ installation)
■On Windows, the C:\windows\tmp directory
■On Linux and Solaris, anything under /var/tmp
For information on excluding directories from scanning, see the user
documentation that came with the antivirus program.
Ensuring no other programs or services are running on the
MTA port
Stop, disable, or reconfigure any services running on the port you plan to use for
your MTA (usually port 25) on the installation host if you are installing a
Scanner. This is most likely an MTA such as sendmail or postfix. Optionally, you
can configure the MTA to listen on another port when you add it to the Control
Center.
■To check on Linux, use the following command:

19Installing Symantec Mail Security for SMTP
Before you install
netstat -an | grep ':25'
You can also telnet to port 25 and see if it answers.
■To check on Solaris, use the following command:
netstat -an | grep '\.25'
You can also telnet to port 25 and see if it answers.
■To check on Windows:
Launch a Command window and type:
netstat -an | find ":25 "
This will list the status of port 25 for this system. If it is listed as LISTENING
or ESTABLISHED, it is in use.
Note: If the port is in use by the IIS SMTP Virtual Server, you do not need to
remove it, as it is required for, and operates compatibly with Symantec Mail
Security for SMTP.
To determine whether the port is in use by IIS SMTP Virtual Server, click
Programs>Administrative Tools>Internet Information Services, then
expand the server name. Right click Default SMTP Virtual Server, select
Properties, then from the General Tab, click Advanced. The currently bound
TCP port will be listed there.
Checking for Tomcat or MySQL installations
Ensure that there are no installations of Tomcat or MySQL on the machine
before you begin the installation process.
To check on Linux, type: rpm -qa | egrep ‘mysql|tomcat’
If any RPMs match, you must remove them.
To check on Solaris, type: pkginfo | egrep -i 'mysql|tomcat'
If any packages match, you must remove them.
Note: These two methods will only find installations that were installed using
the native packages, and not a manual installation.
To check on Windows, navigate to the Services panel and look for Tomcat and
MySQL services.
If you find either product installed, you must uninstall it.
Designating an alternate MTA for alerting (optional)
Once you have installed Symantec Mail Security for SMTP and have begun
filtering email, you can configure it to send email alerts for certain conditions or

20 Installing Symantec Mail Security for SMTP
Before you install
events. However, if you stop the filter-hub or the MTA service, these alerts
cannot be sent. To ensure that you continue receiving alerts, it is useful to
establish and maintain an alternate MTA; you can specify its IP address in the
settings for the Control Center. For more information, refer to the Symantec
Mail Security for SMTP Administration Guide.
For information on deployment planning and options, refer to the Symantec
Mail Security for SMTP Planning Guide.
Saving data from Symantec Mail Security for SMTP 4.x
(optional)
If you wish to keep data from your existing installation of Symantec Mail
Security for SMTP 4.x for use in this version, you must save the data files from
your existing installation before you uninstall it.
You can save the following data:
■Whitelist and blacklist data
■Local Routing list data
■Anti-Relay list data
The custom whitelist data is stored in the file named SMSSMTP_cw.txt file. THe
autogenerated whitelist data is stored in SMSSMTP_aw.txt. The blacklist, Local
Routing list, and Anti-Relay list data is stored in the file named SMSSMTP.cfg.
You can search for these files under the directory in which you installed
Symantec Mail Security for SMTP 4.x.
Table 2-1 provides the default locations for these files. The location will be
different if you installed into a non-default location.
Table 2-1 Default locations for data files
Platform Location
Windows C:\Program Files\Symantec\SMSSMTP\local
Solaris /var/opt/SMSSMTP/local