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VIPRE Security User Guide 1 Introduction 10 1.8 Features VIPRE Security includes the following features: Policy-based plug-in management Create customizable policies using VIPRE Security s integrated plug-in management. Under Allowed IPs, select the Antispoofing check box. If you use this engine, the scoring is defaulted to 1000, but it can be set in the engine settings. To apply the rule while processing outbound messages sent within the company: Select the Outbound Internal check box. Tokens VIPRE Security uses tokens to allow policy members to manage global disclaimers. To make sure duplicate disclaimer are not added to messages: Select the Do not add duplicate global disclaimer check box. To select a global disclaimer to apply to all messages, click Select next to Select the global disclaimer. Make a selection: To enable tokens that allow policy members to manage global disclaimers: Select the Enable tokens check box; then type the name of the token in the Token field. Use the reports to review various Reporting aspects of messaging data.

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VIPRE Security secures all messages at the server not at the end-user s computer. VIPRE Security User Guide 4 Working with Policies and Recipients 62 Screenshot 46: Antispam- Global Settings Tab 3. To add a text tag to the beginning of the quarantined message subject line: Select Prepend to Subject check box; then, type the text in the available field. Make a selection under Quarantine Location: To set a specific folder for quarantined messages: Select the Quarantine Folder check box; then type the folder in the available field. Use this section to customize individual antivirus policies. To enable the policy, select the Enable Policy check box. Type the name of the policy in the Policy Name field. Under Infected Item Handling, select the desired action when a threat is discovered in an .

VIPRE Security contains three main sections: System Settings - Use the system Settings to manage and configure the Active Directory domains and Antispoofing used in VIPRE Security, replicate configuration changes to other servers, configure reporting and storage databases, register Transport agents, manage unprocessed settings, set and messenger alerts, configure logging parameters, and manage licensing and updates. VIPRE Security User Guide 3 Managing System Settings 43 3.4 Working with Agent Registration and Unprocessed Settings After a message arrives at an Exchange server via SMTP, that message is handled by a number of Agents. Make a selection: To enable global spam filtering for all antispam policies: Select the Enable Spam Filtering check box. To redirect quarantined messages to another mailbox: Select the Redirect Mailbox check box; then, type the name of the mailbox in the available field. All recipients are assigned to a default policy until they are reassigned to a new one. VIPRE Security can either quarantine or delete the .

The Exchange Server is not required if you are installing only the report and quarantine viewers. Select a location to save the exported XML file; then, click Save. 3.2 Replicating Server Configuration Changes VIPRE Security can operate in multiple server environments. To enable server settings replication, select the Enable Settings Replication check box. Make a selection: To replicate server settings: Click Replicate Now. In the UNC Path field, enter the path to the Settings directory. To edit a server on the Replication Servers list 1. The license information for each module listed in the table below is also updated after the key is validated. Click Settings; then, Updates & Licensing in the left pane. If you use this engine, the scoring is left as output from the engine. For example, [M] will perform selected actions on all file attachments with a letter M in the attachment file name. Now, if a user listed on the policy sends a renamed zip file internally, the Attachment Filter plug-in recognizes it as an zip file and applies the specified action to it. To perform a search that exactly matches the text typed in the Search Value field: Select Equals from the Search Type drop-list. Type a value In the Search Value field that will contain or exactly match your search criteria. Make a selection: To search for members by policy type: Select the policy type from the Policy Type Drop-list. Type a name for the template in the Template name field. Type the text for the disclaimer in the text box under the HTML, HTML Source, or Plain Text tabs in the left pane. To search for members by the name of the policy: Select the name of the policy from the Policy Name drop-list. VIPRE Security searches the member database based on the selected criteria; then, returns the results in the table below Managing the Quarantine Store Use this section to view, deliver, save, and delete quarantined items from the Quarantine Store.

Before enabling the Advanced Spam Filter, you must open a port in the VIPRE Security server's firewall to allow this filter to get updates. If you have more than one exchange server, including clustered environments, you can configure VIPRE Security to replicate any configuration changes from one server to the other servers. Click Settings; then, Replication in the left pane. To add a server to the list of servers than can be replicated: Click Add. Select the Enable Settings Replication check box; then click Add. Screenshot 25: Replication Tab - Properties Dialog Box 4. Click Browse if you need to select another location. Click Settings; then, Replication in the left pane. The following settings are recommended for this engine: Quarantine Delete - OFF or can be set to 5000 for deletion of all ensured spam with the Cloudmark engine also enabled. By creating this global rule all existing policy rules are affected. VIPRE Security User Guide 4 Working with Policies and Recipients 91 Imbedded Attachments When one is embedded inside another, attachment filtering treats it as a special attachment by looking at the extension of the attachment (should have *extension). To search for members by the name of the policy: Select the name of the policy from the Policy Name drop-list. VIPRE Security searches the member database based on the selected criteria; then, returns the results in the table below. Only the HTML tab offers standard formatting tools. Make a selection: To add an attachment: Select Add. To receive only up to a specific number of results: Select or type the number in the Maximum Results box. VIPRE Security User Guide 4 Working with Policies and Recipients 110 To manage quarantined items 1.

1.3 About this Guide This guide shows you how to install, set up, and use VIPRE Security so you can effectively protect your network. VIPRE Security User Guide 3 Managing System Settings 42 Screenshot 27: Databases Tab - Database Settings Dialog Box 3. For more information on Exchange Agents, please go to VIPRE Security User Guide 3 Managing System Settings 44 To unregister Transport Agents For normal operation, transport agents should be kept registered. The Agent Registration tab opens in the right pane. 3.5 Setting System Notifications and Logging Parameters VIPRE Security can use and/or messenger to alert specified personnel in the event of a critical error. To edit a target address, select the address; then, click Edit. The Monitoring and Notifications tab opens in the right pane. To set the level at which system events are logged, choose the appropriate level from the Level drop-list. Make a selection: To change the maximum size a log file can reach before a new log file is created, Type the number of megabytes in the Create new log file when size reached: box. If you want to search for a specific name, type the name in the Enter the object names to select (examples) box; then click Check Names. VIPRE Security User Guide 3 Managing System Settings 57 4. 4.3 Managing Global Antispam Activity Use this section to do the following: Configure options that affect all recipients configured for spam filtering, Create a list of blocked or allowed senders for recipients configured for spam filtering, Create custom rules to modify the spam score based on specific criteria, Enable reverse DNS, Configure RBLs (Real-time Black hole Lists) and SPFs (Sender Policy Framework), View antispam policy members and assign or reassign recipients to other antispam policies, Enable Greylisting. To activate an antispam engine: Select the engine from the list under Antispam Engines; then, click Activate. To deactivate an antispam engine: Select the engine from the list under Antispam Engines; then, click Deactivate. Antispam Engines You can use VIPRE Security's four antispam engines individually to detect spam or in combination for optimal performance. To automatically add recipients of outbound s to the Allowed senders list: Select the Add recipients of outbound messages to the sender s Allowed list check box. IF VIPRE Security cannot scan a file properly, you can choose the action to take. To view a global list of disclaimer policy members 1. To perform a search that exactly matches the text typed in the Search Value field: Select Equals from the Search Type drop-list. Type a value In the Search Value field that will contain or exactly match your search criteria. Make a selection: To search for members by policy type: Select the policy type from the Policy Type drop-list.

It assumes that you have detailed knowledge of the Windows operating systems used in your company. Make sure the Enable Reporting check box is selected. Make a selection: To enable reporting on an MS SQL Server: a. Select SQL Authentication A username and password are required for SQL Authentication. VIPRE Security registers Agents in order to access specific information and to manipulate the messages during various stages of processing. Typically you should only unregister them when directed by Support as a troubleshooting step. For example, if an item went into the unprocessed mail folder, a notification would be sent to the specified recipients. Type the target address in the address field VIPRE Security User Guide 3 Managing System Settings 46 c. Screenshot 31: Monitoring and Notifications Tab - Notifications Dialog Box System Logging VIPRE Security uses logging to record system events. We recommend that you change the level only at the request of the support technician. To change the maximum amount of log files VIPRE Security will save: Type the number in the Number of log files to keep: box. To change the directory on which VIPRE Security stores the log files, type the directory path in the Directory field, or click Browse; then, search for the folder in which to store the logs. The Quarantine and Reporting tab opens in the right pane. Click the blue "examples" text to see examples of object names. To perform an more advanced search, click Advanced... Screenshot 43: Select Users (Advanced) Dialog Box 7. For either limit, select the "if reached" action to take should these values be reached. The Modify Recipient Policy Assignments dialog box opens. Select the policy type from which you want to change from the Policy type to change: drop-list. Select the new policy type to which you want to assign the recipient(s) from the Assign these recipients to: drop-list. VIPRE Security's antispam engines include the Advanced Antispam Engine, the Cloudmark Authority Engine, the Image Spam Filter, and the Uniform Resource Identifier (URI) Blocklist. Under Real-time Blocked List, click RBL Settings... VIPRE Security User Guide 4 Working with Policies and Recipients 81 To set a folder for allowed senders: Select the Blocked Folder check box; then type the name and location for the folder in the available field. The options are Deliver Quarantine Delete VIPRE Security User Guide 4 Working with Policies and Recipients 89 Screenshot 63: Exception Handling configuration for Antivirus policy To set the notifications sent when an action is taken against a message 1. Screenshot 64: Notifications configuration for Antivirus policy 2. Select Policies & Recipients; then, Attachment Filter from the left pane. VIPRE Security User Guide 4 Working with Policies and Recipients 107 To search for members by the name of the policy: Select the name of the policy from the Policy Name drop-list. VIPRE Security searches the member database based on the selected criteria; then, returns the results in the table below.

1.4 Terms and conventions VIPRE Security uses most standard windows toolbar, menu, and list expansion conventions. Windows authentication for MS SQL Server is not supported at this time. Access The Agents section is accessed through the Agent Registration tab under the Settings heading of the Management Console. The Agent Registration tab opens in the right pane. To manage notifications: Screenshot 30: Monitoring and Notifications Tab - Notifications Settings 1. The Monitoring and Notifications tab opens in the right pane. To enable notifications, select the Enable notifications check box. Make a selection: To add a address that will receive the notification: a. 3.6 Managing Licensing and Updates You need a registration key to use VIPRE Security to its full potential. VIPRE Security User Guide 3 Managing System Settings 50 Screenshot 34: Updates Tab - Update Schedule Dialog Box 4. You must the select the Use proxy server when communicating with update and license servers check box to use a proxy server to communicate with Threat Track Security. Make a selection: You must select the Use proxy server when communicating with update and license servers check box to enable the remainder of the fields on this tab. Make a selection under the Common Queries section: To Search for a name that starts with a specific letter or an exact name: Select Starts with or Is exactly from the Name drop-list, then click Find Now. The Select Users dialog box closes and the name is added to the list on the Quarantine and Reporting tab. 3.8 Managing Archives Settings Use this section to specify limits on maximum file sizes to process, how many nested levels of an archive to process, and the actions to take if those limits are reached. You may choose from Deliver, Quarantine, Delete, Quarantine , or Delete . VIPRE Security User Guide 3 Managing System Settings 58 4 Working with Policies and Recipients Use this chapter to customize actions for recipients, configure global antispam, antivirus, and attachment filter activity, manage antispam and attachment filter policies, manage disclaimers, and manage quarantined viruses and attachments intended for recipients. Each of these engines verifies incoming mail, and then creates a spam score for each VIPRE Security User Guide 4 Working with Policies and Recipients 63 message. To automatically delete messages from addresses in the Blocked Senders list: Select the Delete messages from senders in users Blocked lists check box. VIPRE Security User Guide 4 Working with Policies and Recipients 82 Screenshot 58: Antispam Policy Rules 3. To enable notifications for antivirus activity, select the Enable notifications check box; then, select the type of notification from the Notifications check box list. To receive only up to a specific number of results: Select or type the number in the Maximum Results box. 4.9 Managing Disclaimer Policies Use this section to learn how to customize disclaimer policies.

However, after making modifications in any area, a confirmation prompt appears at the top of the open tab. When the Agent Registration section loads, Exchange Transport is queried to find out if the agents are registered. Unprocessed Folder Notifications In the rare case where VIPRE Security cannot process an , it sends the to the unprocessed folder. Another notification is only sent if the Unprocessed Folder does not receive any items during the interval period. The key is used to check with Threat Track Security for updates to the available plug-ins. To check for updates every number of days, hours, or minutes, select Check for updates every; then select the number and unit (days, hours, or minutes) from the drop-list. Screenshot 36: Update Schedule Dialog Box - Check for Updates on the Following Days Schedule VIPRE Security User Guide 3 Managing System Settings 51 To configure a proxy server 1. Caution: Cloudmark definition updates currently only support basic authentication for proxy servers. Screenshot 39: Select Security Groups Dialog Box 3. To search for a description that starts with a specific letter or an exact name: Select Starts with or Is exactly, from the Description drop-list, then click Find Now. After a name is found, select it from the list; then, click OK. The name is listed in the Enter the object names to select (examples) box. This chapter covers the following topics: 4.1 Policies and Recipients Working with Recipients Managing Global Antispam Activity Managing Antispam Policies Managing Global Antivirus Activity Managing Global Attachment Filtering Managing Attachment Filtering Policies Managing Global Disclaimer Settings Managing Disclaimer Policies Managing the Quarantine Store 110 VIPRE Security User Guide 4 Working with Policies and Recipients 59 4.1 Policies and Recipients A policy is a group of recipients that share the same settings and configurations. The new policy is added under Antispam, Antivirus, Attachment Filter, or Disclaimer. Select the criteria by which you want to list the search results from the Search Field drop-list. VIPRE Security uses this scoring system to determine if an incoming message is spam. To use Outlook forms to manage your folders: Select the Use Outlook forms for folder management check box. VIPRE Security User Guide 4 Working with Policies and Recipients 90 3. All recipients are assigned to a default policy until they are re-assigned to a new one. Select Policies & Recipients; then, the disclaimer policy you want to manage from the left pane. VIPRE Security User Guide 4 Working with Policies and Recipients 108 Screenshot 76: Disclaimers - Policy Settings 2.

Bold text Italics text 1.5 Technical Support Selectable items such as nodes, menu options or command buttons. NTLM Authentication VIPRE Security uses the NTLM authentication protocol. It is the authentication protocol used on networks that include systems running the Windows NT operating system and on stand-alone systems. Type the IP address and port from which the configuration script will be accessed in the Address and Port fields. To add a group to the list of individuals and groups that are allowed to use the quarantine store and report viewer: Click Add Group. To expand the search to a specific amount of day since the user last logged on to the network: Select the number of days since the last log on (up to 180) from the Days since last logon drop-list. There are four types of policies that you can assign: Antispam policies that help manage Antispam activity for recipients Antivirus - policies that help manage Antivirus settings and Quarantined items Attachment Filter policies that help manage attachment filters for recipients Disclaimer policies that help manage disclaimers for recipients Use the same procedure to add a new Antispam, Antivirus or Attachment Filter policy. Expand Policies & Recipients in the left pane; then, right-click one of the following: Antispam Antivirus Attachment Filter Disclaimer 2. To search recipients by the name of the policy: Select the name of the policy from the Policy Name Drop-list. VIPRE Security searches the active directory based on the selected criteria; then, returns the results in the table below. Select Policies & Recipients; then, Recipients from the left pane. Advanced Spam Filter This is a hybrid signature engine where the score is either 0 for non-spam or 210 for spam. VIPRE Security User Guide 4 Working with Policies and Recipients 76 To export an RBL setting: Click Export. We recommend that you leave the default text in the Body field. VIPRE Security User Guide 4 Working with Policies and Recipients 101 Screenshot 72: Attachment Filter Policy - Notification Tab 4. To Remove a Token from a message: Select the Remove token from message check box.

Parameters and values that you must replace with the applicable value, such as custom paths and file names. NTLM authentication is based on the data obtained when a user logs on. To update the module immediately: Click Update Now. Click Settings; then, Updates & Licensing in the left pane. VIPRE Security User Guide 3 Managing System Settings 52 To require authentication when using the proxy server: a. Type the username, password and domain that will be used for the authentication in the Username, Password, and Domain fields. The Quarantine and Reporting tab opens in the right pane. Make a selection: To add a user to the list of individuals and groups that are allowed to use the quarantine store and report viewer: Click Add User. VIPRE Security User Guide 4 Working with Policies and Recipients 61 To receive only up to a specific number of results: Select or type the number in the Maximum Results box. A benefit of this engine is that when it detects a message as spam, fewer than 1 message in 1,000,000 is a false-positive. 4.6 Managing Global Attachment Filtering Use this section to customize recipient attachment filtering settings. To set the notifications sent when an action is taken against a message 1. To enable notifications for this policy, select the Enable notifications check box. Select all the actions that you want to trigger a notification and the recipients of the notifications from the Notifications list. Verify or edit the information relating to the selection from the Notifications check box list. To only add a disclaimer if a token is found: Select Only disclaim if Token found.

For more information, refer to About Message Tracking (page 116). The largest benefit of this engine is that when it gives a score of 5000 points, there is % chance that the message is spam because Cloudmark has matched certain criteria from this message exactly to a previous spam message. VIPRE Security User Guide 4 Working with Policies and Recipients 75 Screenshot 52: Enable reverse DNS To configure RBL settings 1. Policy rules are run in the order they are positioned on the Rules tab. Notifications are generated for the first rule that matches the attachment. Screenshot 67: Rules Wizard Make a selection: To use S. To quarantine attachments: Select the Quarantine attachment check box. To receive only up to a specific number of results: Select or type the number in the Maximum Results box. 4.7 Managing Attachment Filtering Policies Use this section to learn how to customize attachment filter policies. To block a file attachment or the entire message: Select the either of the two Quarantine or Delete options for the blocked attachment; then, type the character pattern that matches the file name in the box on the right. Make a selection under Message Path: To apply the rule while processing inbound messages sent within the company: Select the Inbound Internal check box. Select Policies & Recipients; then, an Attachment Filter policy. Please do not read, copy, forward or store this message unless you are an intended recipient of it. Make a selection: VIPRE Security User Guide 4 Working with Policies and Recipients 105 To edit a template: Select a template from the list; then click Edit. To copy a template: Select a template from the list; then click Copy. Change the name of the template; then close the window. VIPRE Security User Guide 4 Working with Policies and Recipients 111 To delete a quarantined item: Click Delete. VIPRE Security User Guide 4 Working with Policies and Recipients 112 To set the quarantine storage size limit: Select or type the number of Megabytes in the MB box.