Installation guide for Choic Enterprise Edition ON Microsoft s Exchange 2000 Mail Server

Transcription

1 Installation guide for Choic Enterprise Edition ON Microsoft s Exchange 2000 Mail Server May, 2004 Version 2.5

2 Table of Contents Page Downloading and Running the Choic Enterprise Installer 3 Configuring the Choic Enterprise Servers 10 Setting up user accounts in Choic Enterprise 16 Configuring your Microsoft Exchange 2000 Mail Server AND Starting the Choic Enterprise Servers 21 Logging into Choic Enterprise Via Web Browser 27 Entering in your Usercode and Key into Choic Enterprise 35 Trouble Shooting Choic Enterprise 38 2

3 Downloading and running the Choic Enterprise Installer 1. Please visit this URL to download the installer, please make sure to save it to your desktop. A. CMEnterpriseInstaller.exe Screen 1 2. Click on Next > to proceed. 3

4 Screen 2 3. Enter in either your name or simply Administrator and the company for which Choic Enterprise is being installed. Click on Next > to proceed. 4

5 Screen 3 4. This is a confirmation screen if any of the information is incorrect simply click on the < Back button, other wise click on the Next > button to proceed. 5

6 Screen 4 5. This is the default area where Choic will install, if you wish to have Choic installed on another drive, i.e. for back up purposes, please click on Browse and choose the appropriate drive. Once you have made your selection click on the Next > button to proceed. 6

7 Screen 5 6. This is a confirmation screen letting you know that you are about to install Choic Enterprise. Click on the < Back button if you do not wish to proceed or need to make changes, other wise click on the Next > button to proceed. 7

8 Screen 6 7. This shows you the status and progress of the installation of Choic Enterprise. Screen 7 Screen 8 8. You should see two instances of Services installed successfully, however, they may have flashed by very quickly. Click OK as each one comes up. 8

9 Screen 9 9. Click on the Finish > button to complete the installation of Choic Enterprise. Screen Click on Yes to configure Choic Enterprise. You can also access Choic s Control Panel by clicking on the shortcut on your desktop. Configure Choic Enterprise.lnk 9

10 Screen 1 Configuring the Choic Enterprise Servers 1. This is the main Choic Enterprise Control Panel. A. Click on Server Setup under Choic Server 10

11 Screen 2 2. This is the General Tab and these are the default settings. Normally you will not change anything on this screen. 11

12 Screen 3 3. This is the Options Tab: Except for the items listed below please use the current Default settings. A. POP Server Mailbox Default Path: I. If you wish to change the location of where Choic stores the users mailbox simply click on the folder with the magnifying glass to brows for the new location. B. SMTP Settings: I. Domains for which mail is accepted: i. You MUST list ALL domains that you are accepting mail for i.e. yourdomain.com or yourdomain.net etc. Simply click the Add button and this screen will appear: ii. Type each domain name one at a time. Just the domain name i.e. choicmaildemo.com and click OK 12

13 Screen 4 4. Advanced Tab: All settings should be the Default settings. A. Access control i. Change Access Permissions: All settings should be the Default settings. 5. Now click OK at the bottom of this screen Setup screen to save your settings. 13

14 Screen 5 6. This is the main Choic Enterprise Control Panel. A. Click on Server Setup under Outgoing Mail Server 14

15 Screen 6 7. This is the Outgoing Mail Server Setup screen B. Server port = 30 C. Domain = your companies domain name D. Fully qualified domain name = If you control your MX Records: this will be mail.domain.com where domain = your companies domain name. If you have an feed from your ISP the Fully qualified domain name will most likely be: yourmachinename.domain.com. 1. How do you know which one you have? You will need to do an nslookup. a. Open a command prompt b. After the > type: nslookup Hit the Enter key c. After the > type: set type=mx Hit the Enter key d. After the > type: your domain name Hit the Enter key e. If at the end of the first line you see: mail.yourdoman.com you have control of your MX records. f. If at the end of the first line you see: information about your ISP and at the end of the second line you see: machinename.yourdomain.com you have a Mail feed. E. DNS servers = These should already appear if not please fill them with your ISP s DNS F. Delay between mail transport attempts = between minutes G. Maximum transport attempts period = 3 hours H. Maximum transport threads = 64 I. Don t send undeliverable registration request notifications = Checked 8. Click on OK to save your settings 15

16 Setting up user accounts in Choic Enterprise Screen 1 1. Click on User Management to set up an account in Choic . 16

17 Screen 2 2. Click on the Add button to create a new User. Screen 3 3. Type in a username for this account. This will be the username that this user will need to type in when he/she accesses Choic . We recommend that you use the same username as their username. 17

18 Screen 4 4. Your Username should already present on this screen but please fill in the following: A. Password: We recommend that the password and username are the same for what the end user has set up in their program. B. Enabled: = Checked C. Force user to change password on logon. = your preference D. Access Level = Administrator if you are going to be the one setting up Choic . Most other employees will be set up as Regular User E. Type one address per line. = Leave this blank for now. For testing purposes we have send yourself an , this is to check to see if Choic is running and passing s to your server with out any problems. Once that has been determined we can add in your address and Choic will start protecting your account. F. POP 3 addresses = Not used in this version so please leave it blank 18

19 Screen 5 5. Click OK at the bottom of this screen to save your settings. 19

20 Screen 6 6. Click on Close. 20

21 Configuring your Microsoft Exchange 2000 Mail Server And Starting the Choic Enterprise Servers 1. You will need to access your Microsoft Exchange System Manager. 21

22 2. Exchange System Manager: A. Expand Servers and click on your mail server B. Expand Protocols C. Click on SMTP D. Right click on Default SMTP Virtual Server E. Click on Properties 22

23 3. General Tab: A. Click on the Advanced button B. Click on the Edit button C. Change the TCP Port to 26 and click OK and OK again. 23

24 24

25 4. You will need to Stop and then Start the Default SMTP virtual server by accessing your Microsoft Exchange System Manager. 25

26 5. You are now ready to start both Choic Servers by clicking on the Play button for each server. 6. With the Choic servers running please send yourself a test message or if possible have someone outside your network send you an and then check your program to confirm that you have received it. This test is used so that we know regardless of who we protect everyone else can still receive their just as they had before Choic . 26

27 Logging into Choic Enterprise via web browser 1. Bring up a web browser and type in the IP Address or Machine Name where Choic Enterprise has been installed i.e. or (8080 = the HTTP Server Port in Choic , if you have changed this do to a port conflict then use the port number you changed it to.) 2. Enter in your Username and Password that you created in Choic when setting up your account under the section called: User Management. 27

28 3. All Users who log into Choic Enterprise will be greeted with this page; by default they will see their list of Unknown Senders. 28

29 4. To have Choic start protecting your address: A. Click on the Addresses link on the left hand side of the screen. B. Type in your address in the field provided. C. Click on Add to include this address. (You MUST enter in aliases that resolve to this address). D. Click OK at the bottom of the screen to save your settings; you will be transported back to the Senders Page. 29

30 5. Choic should now be protecting the address(s) that you have entered in and you should start to see messages appear on your Unknown Senders view. You should either send your self a test message or have someone you know send you a test message. 30

31 6. These are the sequence of events that take place when someone sends you an and they are not on one of your White Lists. A. The sender is sent a Challenge Message: 31

32 B. The sender will click on the link: Click here to verify your identity in the and a web page will appear asking them for specific information: 32

33 C. The Sender will see this confirmation screen once they click on: Send My Request 33

34 D. By default Choic will Automatically approve senders who reply to a challenge. What this means is, if the sender fills out the challenge and sends it back, Choic will do the following: I. Forward the original message from the sender to your server to be delivered to the recipient. II. Send notice to the recipient stating why the message was accepted III. Send a notice to the Sender that the original message was delivered. Example of the notice sent to the Recipient: Example of the notice sent to the Sender: 34

35 Entering in your Usercode and Key into Choic Enterprise After you have purchased Choic Enterprise you will be required to enter in the Usercode and Key that we provide you, here are the steps you will need to follow: 1. Bring up the Choic Control Panel A. By clicking on the shortcut on your desktop or B. Start Menu -> All Programs C. DigiPortal Software Applications -> Configure Choic Enterprise D. Click on About 2. Click on Enter License 35

36 3. Enter in the Usercode and Key that we have provided you and then click on the OK button. 4. Click on Click here to close to close window. 36

37 5. We recommend that you run Choic Enterprise with the Control Panel Closed. Click on the Red X in the upper right hand corner of the screen to close the Choic Enterprise Control Panel. 37

38 Trouble Shooting Choic Server Not Installed : 1. If you see this ERROR or Outgoing Mail Server not installed, this simply means that during installation one of the servers was not installed. To rectify this please do the following: i. Double click on the Hard Drive where you installed Choic Enterprise, by default this will be the C: drive unless you have chosen another location. ii. Double click on Program Files iii. Double click on DigiPortal Software iv. Double click on CM Enterprise v. Find a file called and then double click on it. vi. You should get 2 notices that Service uninstalled successfully. vii. You may have to click OK as each one comes up. viii. Find a file called installsvc.cmd and double click on it. ix. You should get 2 notices that Service installed successfully x. You may have to click OK as each one comes up. 38

39 Choic Server Will Not Start: 2. If clicking the Play button for Choic server displays Start Pending and then Stopped the typical cause is a port conflict. i. Under Choic Server click on Server Setup. ii. General Tab: Change HTTP Server Connection -> Listen on Port to 81 or 85 iii. Click OK to save your settings. 39

40 iv. Restart the Choic Server 3. If clicking the Play button for Choic server displays Start Pending and then Stopped the typical cause is a port conflict. i. Double check to make sure that the TCP port in your Exchange server is set to 26, if it is not, Choic Server will NOT start. For instructions on how to check this, please return to: Configuring your Microsoft Exchange 200 Mail Server on page 19. ii. Restart the Choic Server 40

41 Outgoing Mail Server (SMTP) Will Not Start: 2. If clicking the Play button for Outgoing Mail Server (SMTP) displays Start Pending and then Stopped the typical cause is a port conflict. i. Click on your Start Menu ii. Click on Control Panel iii. Double click on Administrative Tools iv. Double click on Services v. Find and double click on Microsoft Simple Mail Transport Protocol vi. Right click and choose Properties. vii. Click on STOP. viii. Click on Start Type and choose Disabled ix. Click on Apply and then OK x. Restart the Outgoing Mail Server (SMTP) Challenge Messages Are Not Being Sent Out 3. If you are able to receive mail but people are saying that they are not getting Challenges then you need to first check your Unknown Senders list. i. Log into Choic via your web browser ii. Click on the Senders link on the left hand side of the screen iii. Click on the? icon at the top of the screen so that all of your unknown senders appear. iv. Look at the list of unknown senders do you see this icon?: v. If you do, you need to check to make sure that Choic s Outgoing Mail Server (SMTP) is Running. 41

42 vi. If Choic s Outgoing Mail Server (SMTP) is running then the next probable cause is that Choic can not resolve the Address which means there probably is a problem with the DNS servers you have entered into Choic . vii. You should double Check with your Internet Service Provider to make sure that you have at least one of their DNS servers listed in Choic . viii. Bring up Choic s Control Panel by either clicking on the Shortcut to it: or clicking on your Start Menu -> All Programs -> DigiPortal Software Applications -> Configure Choic Enterprise. ix. Stop the Outgoing Mail Server (SMTP) and then click on Server Setup under Outgoing Mail Server (SMTP) 42

43 x. Double check the DNS Servers with your ISP. xi. If that has not solved your problem make sure that you do not have Choic or one of its ports blocked in your firewall. 43