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SonicWall® Email Security 9.2 Software Getting Started Guide

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  • SonicWall® Email Security 9.2 SoftwareGetting Started Guide

  • SonicWall Email Security 9.2 Software Getting Started GuideContents

    1

    2

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3What You Need to Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4HTTPS Connectivity to License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Creating a MySonicWall Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Installing Email Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Downloading Email Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Installing Email Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Initial Setup and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Logging Into SonicWall Email Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Registering Your Email Security Software Appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Purchasing or Upgrading Email Security Software License Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . 12Overview of the Email Security Software Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Changing the Default Administrator Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Verification and Further Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Routing Mail to Your Email Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Verifying Mail from the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Configuring Outbound Mail Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Uninstalling Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Confirming Windows Services Are Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    SonicWall Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19About This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Contents

  • 1

    Introduction

    This Getting Started Guide contains installation procedures and configuration guidelines for installing the SonicWall Email Security 9.2 Software on your network.

    SonicWall Email Security provides effective, high-performance and easy-to-use inbound and outbound email threat protection. Ideal for the small to medium size business, this self-running, self-updating software delivers powerful protection against spam, virus and phishing attacks in addition to preventing leaks of confidential information. Combining anti-spam, anti-phishing, content filtering, policy management and content compliance capabilities in a single seamlessly integrated solution, SonicWall Email Security provides powerful protection without complexity.

    Please read this entire Getting Started Guide before setting up your SonicWall Email Security software and note that an updated version of this guide may exist. For SonicWall Email Security documentation, refer to the SonicWall Email Security Administration 9.2 Guide. This and other documentation are available on SonicWall’s Support Website:

    https://www.sonicwall.com/en-us/support.

    Topics:

    • What You Need to Begin on page 3

    • System Requirements on page 3

    • Software Requirements on page 4

    • Creating a MySonicWall Account on page 5

    What You Need to Begin• A computer to use as a management station for initial configuration of SonicWall Email Security software

    • An Internet connection

    • An Internet browser

    System RequirementsBefore installing SonicWall Email Security, review the following requirements.

    NOTE: SonicWall TotalSecure Email provides complete protection from spam, virus attacks and phishing. Without TotalSecure Email, to use the spam and phishing protection provided by SonicWall Email Security, you must have a subscription to SonicWall Email Protection and Dynamic Support. If you need to purchase a subscription, contact your SonicWall vendor.

    NOTE: SonicWall Email Security requires the latest Chrome, Firefox, or Edge browser.

    SonicWall Email Security 9.2 Software Getting Started GuideIntroduction

    3

    https://www.sonicwall.com/en-us/support

  • Topics:

    • Operating System on page 4

    • Hardware on page 4

    • HTTPS Connectivity to License Manager on page 4

    Operating System SonicWall Email Security Software release supports the following operating systems:

    • Microsoft Windows Server 2012

    • Microsoft Windows Server 2016

    Hardware SonicWall Email Security Software release requires the following hardware:

    • Processor: 4 Core Processor

    • 8GB RAM minimum, 16GB strongly recommended

    • Hard Disk: 160GB minimum. Your storage needs are based on your mail volume, quarantine size, archived data, and auditing settings

    • SonicWall recommends installing SonicWall Email Security software on a dedicated server

    HTTPS Connectivity to License ManagerEmail Security products communicate with the SonicWall License Manager servers using the default HTTPS port. The Upstream firewalls in the network where this Email Security system is deployed must allow HTTPS communication on port 443 that is initiated from the 9.2 upgrade process.

    Software RequirementsSonicWall Email Security Software release requires the following:

    • A Web browser with the popup blocker disabled. You can disable the popup blocker temporarily for the installation.

    • Java and Tomcat should be uninstalled before installing Email Security. For instructions, see Uninstalling Third-Party Software on page 17.

    NOTE: Remote Analyzers (split-mode setup), on Windows servers, only require 4GB RAM and 80GB HD space.

    NOTE: To test connectivity in SonicWall Email Security 9.2, click the Test Connectivity to SonicWall button on the System > License Management page in the user interface. If the test fails, check your firewall to be sure that outbound HTTPS communication is allowed.

    SonicWall Email Security 9.2 Software Getting Started GuideIntroduction

    4

  • Creating a MySonicWall AccountA MySonicWall account is required in order to download the software image and for product registration. If you already have an account, continue to Downloading Email Security Software on page 6.

    You must have a MySonicWall.com account to use dynamic licensing for SonicWall Email Security. If you do not already have one, creating a MySonicWall.com account is fast, simple, and FREE. Simply complete an online registration form.

    To create a MySonicWall account:

    1 In your browser, go to https://www.MySonicWall.com/.

    2 On the Login page, click Sign Up.

    3 Complete the Registration form, then click Register.

    4 Follow the prompts to finish creating your account. SonicWall will email a subscription code to the email address you entered in the personal information.

    5 Verify that the information is correct and click Submit.

    6 When you return to the login screen, log in with your new username and password.

    7 Confirm your account by entering the subscription code you received by email.

    Congratulations! You have created and logged into your MySonicWall.com account.

    NOTE: MySonicWall.com registration information is not sold or shared with any other company.

    NOTE: MySonicWall registration information is not sold or shared with any other company.

    SonicWall Email Security 9.2 Software Getting Started GuideIntroduction

    5

    https://www.mysonicwall.com/https://www.mysonicwall.com/

  • 2

    Installing Email Security Software

    This section describes the Email Security Software installation process.

    Topics:

    • Downloading Email Security Software on page 6

    • Installing Email Security Software on page 7

    SonicWall Email Security Software Software installer includes the following components:

    • Sun Microsystems Java Runtime Environment

    • Apache Tomcat

    • SonicWall Email Security Software

    A few considerations:

    • Ensure that you have write access to the data directory in which you want to install SonicWall Email Security Software software.

    • If you have anti-virus programs running on the machines where you install SonicWall Email Security Software, make sure that those programs do not scan SonicWall Email Security Software installation or data directories. If virus scanning for these directories is not disabled, the SonicWall Email Security Software data directory may become corrupted and quarantined messages may not be retrievable.

    • If you have Tomcat or JDK installed, it is required that you uninstall them prior to installing SonicWall Email Security Software software. For directions, refer to Uninstalling Third-Party Software on page 17. The versions required for the SonicWall Email Security Software software will be automatically installed.

    Downloading Email Security Software You must be logged in to the host system as an administrator to install SonicWall Email Security Software software. SonicWall Email Security Software’s installer alerts you if your system does not have the required physical memory. SonicWall requires you to upgrade the memory of your server to a minimum of 1 GB for optimal effectiveness and performance.

    You must have a valid SonicWall Email Security Software software serial number to install SonicWall Email Security Software software. The software serial number is provided when you purchase the SonicWall Email Security Software software, and can be found on the tri-fold postcard or email that confirmed your order. If you do not have a SonicWall Email Security Software software serial number, contact your SonicWall vendor.

    SonicWall Email Security 9.2 Software Getting Started GuideInstalling Email Security Software

    6

  • To download SonicWall Email Security Software software:

    1 Open a Web browser on your Windows server and navigate to MySonicWall.com. Log in using your MySonicWall account username and password. To create an account, refer to Creating a MySonicWall Account on page 5.

    2 Click the Add Product icon. The QUICK REGISTER page appears.

    3 Enter your serial number, found on the tri-fold postcard or email that confirmed your SonicWall Email Security Software order, in the Enter serial number or activation key field and click Confirm. The REGISTER A PRODUCT page appears.

    4 Give your software a friendly name in the Friendly Name field.

    5 Enter the authentication code in the Authentication code field.

    6 Select SonicWall Products from the drop-down menu.

    7 Click Register. Optionally fill out the survey before proceeding. Survey information is not sold.

    8 A green banner at the top of the screen displays a successful registration message.

    9 Navigate to Resources and Support > My Downloads.

    10 Select Email Security Software Series from the Select a Product drop-down menu.

    11 Click the arrow next to Email Security Software Windows to expand available options.

    12 To download firmware, click the download icon next to Email Security Software Windows 64-Bit

    New Install. A File Download warning displays.

    13 Click Save and save the file to an easy to remember location.

    Installing Email Security Software To install SonicWall Email Security Software :

    1 Locate the SonicWall Email Security Software installation file you downloaded in Downloading Email Security Software on page 6. Double click the installation file to open it. Click Run to continue. It may take several seconds while the installation wizard initializes.

    2 The Welcome to Email Security Software page displays. Click Next.

    3 The License Agreement page displays. Read it and click Next to accept the License Agreement.

    4 The Destination Folder page displays. Click Browse to select an alternate folder, or click Next to accept the default location. It is important that this folder is not scanned by an anti-virus engine.

    5 The Choose Data Folder page displays. Click Browse to select an alternate folder, or click Next to accept the default location.

    If you are deploying multiple SonicWall Email Security Software servers that share a folder, specify the shared folder for your data. For performance reasons, read/write access to the data directory must be fast. If the data directory is on the same disk drive as the install directory, it is likely fast enough. If the data directory is shared between two or more computers, or is on a different device than the install directory, ensure that performance requirements are met. As a general rule, there should be at least a 100 Megabit connection to the data drive and less than 10 millisecond latency to the data drive. Latency can be tested with the ping command.

    NOTE: MySonicWall.com user names and passwords are case sensitive.

    SonicWall Email Security 9.2 Software Getting Started GuideInstalling Email Security Software

    7

  • 6 The Start Installation page displays. Click Next to begin installation. The installation progress displays.

    7 If the required versions of Tomcat, Firebird, and the Java Runtime Environment (JRE) are not installed, a prompt to install them will display. Click Install.

    8 You will be prompted to specify an Apache Tomcat Web server port number. The default port number is 80. If you are already running a Web server on port 80, you must change the port setting. SonicWall recommends port 8080. Click Next to continue.

    You can change the port number and configure HTTPS access after installation using the Server Configuration > User View Setup page of the user interface.

    The remaining installation may take a long time. You may see various windows display. No action is required during these processes.

    9 The Installation Complete page displays. Click Finish.

    A browser window displays, providing links to the Email Security Software user interface and documentation.

    SonicWall Email Security 9.2 Software Getting Started GuideInstalling Email Security Software

    8

  • 3

    Initial Setup and Configuration

    This section contains initial setup and configuration procedures.

    Topics:

    • Logging Into SonicWall Email Security on page 9

    • Registering Your Email SecurityAppliance on page 10

    • Purchasing or Upgrading Email Security License Subscriptions on page 12

    • Overview of the Email SecurityInterface on page 14

    • Changing the Default Administrator Password on page 14

    Logging Into SonicWall Email Security To log into the SonicWall Email Security software:

    1 To launch SonicWall Email Security software, launch a browser and enter the Email Securityserver IP address/host name.

    If you assigned a web server port number other than 80, you will need to add the port number to the Web address to manually access the Email Securitysoftware user interface, using this format: .

    For example, if you assigned port 8080, the address would be: .

    2 The login page displays. Enter admin in the User Name field and password in the Password field.

    3 Click Log In.

    4 If this is the first time you have logged into Email Security, you must provide email addresses for the administrator and postmaster, as well as the SMTP server hostname or IP address. Type the email address of the administrator who will receive emergency alerts, the email of the MTA postmaster who will receive non-deliverable receipts, and the name or IP address of the SMTP servers.

    Email address of the administrator who receives emergency alerts

    The email address of the mail server administrator. Enter the complete email address. For example, [email protected].

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    9

    http://localhost:port/login.htmlhttp://localhost:8080/login.html

  • 5 Click Apply Changes.

    The SonicWall Email Security user interface displays. If your license is not yet activated, the License Management screen prompts you to log into your MySonicWall.com account to begin the dynamic licensing process. For licensing instructions, see Purchasing or Upgrading Email Security License Subscriptions on page 12.

    For an introduction to the SonicWall Email Security user interface, refer to Overview of the Email SecurityInterface on page 14.

    Registering Your Email SecurityApplianceYou must register your SonicWall Email Security Appliance before first use. Registration is performed using the appliance management interface. When registration is completed, SonicWall Email Security will be licensed on your appliance.

    To register your Email Security appliance:

    1 Log in to your SonicWall Email Security Software appliance. The MANAGE | License Management page displays.

    Postmaster for the MTA The email address of the Mail Transfer Agent administrator who will receive non-deliverable receipts. For example, [email protected].

    Name or IP address of backup SMTP servers

    Enter fully qualified domain names or IP addresses. For example, mail2.example.com or 10.100.0.1.

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    10

  • 2 In the Administration section, enter your MySonicWall.com credentials and click LOGIN.

    3 The Administration section displays. Enter the Serial Number, Authentication Code, and Friendly Name in the fields provided.

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    11

  • 4 Click SUBMIT. A confirmation page appears stating the registration is completed successfully.

    5 Click CONTINUE. The License Management page displays service subscription and license information.

    Purchasing or Upgrading Email Security License SubscriptionsSonicWall Email Security provides dynamic licensing, which allows you to activate your licenses by simply logging into your MySonicWall.com account and entering the serial number and authentication code that came with your purchase of Email Security software. Most of the licensing process takes place on MySonicWall.com and not the administration interface.

    To purchase or upgrade your Email Security license subscriptions:

    1 Log in to MySonicWall.com.

    2 Navigate to Product Management > My Products. The My Products page displays.

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    12

  • 3 Find the friendly name for Email Security and click the Licenses icon. The LICENSES page displays.

    4 To purchase a service, click the purchase icon next to the service.

    5 To try a service, click the Try icon next to the service.

    6 To use an product activation key, click the key icon next to the service.

    7 You can check that the registration is correct by logging in to your SonicWall Email Security administration site and clicking System/License Management. All your license information should be available. If it is not, click the Test Connectivity to SonicWall button to check that you are connected.

    If you purchased Total Secure Email, licensing is automatic and you do not need to take any action at all to activate your licenses.

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    13

  • Overview of the Email SecurityInterfaceThis section describes the SonicWall Email Security management interface.

    For a detailed SonicWall Email Security management interface overview, refer to the SonicWall Email Security Administration Guide.

    Changing the Default Administrator PasswordChange the default password for security reasons.

    To change the default password:

    1 In the Email Security management interface, navigate to the MANAGE |System Setup | Server > Administration page.

    2 In the Email Security Master Account section, enter the old password in the Old Password field.

    3 Enter a new management password into the New Password field.

    4 Enter the new password again in the Confirm Password field.

    5 Click Apply Changes.

    SonicWall Email Security 9.2 Software Getting Started GuideInitial Setup and Configuration

    14

  • 4

    Verification and Further Configuration

    This section contains verification and configuration procedures.

    Topics:

    • Routing Mail to Your Email Security Software on page 15

    • Verifying Mail from the Internet on page 15

    • Configuring Outbound Mail Filtering on page 16

    Routing Mail to Your Email Security SoftwareFor your SonicWall Email Security software to start filtering and monitoring mail, you must re-route mail traffic through your SonicWall Email Security software. Mail traffic must pass from the Internet to the software, and then the software sends the good mail on to your mail server.

    You have two choices to route mail traffic to your SonicWall Email Security software before your mail server:

    • Change the MX record in your DNS server to resolve to the IP address of your SonicWall Email Security software. You may have to work with your ISP to change this record.

    • Create a rule in your firewall or router to route all port 25 (SMTP mail) traffic to your SonicWall Email Security software. Refer to your firewall or router documentation for instructions on creating rules to route traffic.

    Verifying Mail from the Internet To verify mail from the Internet:

    1 Go to an external mail account, for example Yahoo mail or GMail.

    2 Create a new email message:

    3 Send the message.

    4 In the SonicWall Email Security software administrative interface, click the Auditing button on the top.

    5 Check the Inbound auditing reports to make sure the email appears as Delivered.

    To: An email address where you receive email that is on the mail server for which you have configured the SonicWall Email Security software.

    Subject: SonicWall Email Security Verification Message

    Body: SonicWall Email Security Verification Message

    SonicWall Email Security 9.2 Software Getting Started GuideVerification and Further Configuration

    15

  • 6 Check the mail account you sent the message to. If you received the message, you have correctly configured your SonicWall Email Security software.

    Configuring Outbound Mail FilteringYour SonicWall Email Security software can filter outbound mail from your mail server to the Internet. To configure outbound mail filtering, you configure both your mail server and your SonicWall Email Security software for the outbound mail path.

    Configure the outbound mail destination of your mail server to point to the IP address or host name of your SonicWall Email Security software. This is typically done by configuring a Smart Host on your mail server.

    On your SonicWall Email Security software, in the Server Configuration > Network Architecture page, configure a separate, outbound path to handle the outbound email flow at the software (if not already configured).

    Configure the path to use the MTA (MX routing or SmartHost) under Destination of Path.

    Configure something unique between the inbound and outbound path to distinguish inbound from outbound mail flow. A very simple way to do this is to have them listen on different ports or enter the IP address of the Exchange Server as the Source IP Contacting Path on the outbound path.

    ExampleGiven:10.100.0.10: Exchange Server (exch1.example.com)10.100.0.100: SonicWall Email Security software (esa.example.com)You might have two paths like this: Source IP Listen On DestinationInbound Any Any:25 (proxy) exch1.example.com:25Outbound 10.100.0.10 Any:25 MXIn this scenario, any message that arrives at the SonicWall Email Security software from 10.100.0.10 will be treated as an outbound message, handed off to the MTA component in the system, which will deliver the message via MX-lookup on the domain in the TO field. Messages that arrive at the SonicWall Email Security software from any other IP address will be treated as an Inbound message, and delivered directly to the Exchange server. The SonicWall Email Security software always gives preference to specific matches (for example an exact IP address match takes precedence over “Any”).

    Another example using port numbers to distinguish which path a message should take: Source IP Listen On DestinationInbound Any Any:25 (proxy) exch1.example.com:25Outbound Any Any:2525 MXAnother alternative would be to assign your SonicWall Email Security software multiple IP addresses, and have it listen on one for inbound and one for outbound.

    In all of the above cases, the admin will configure Exchange to deliver outbound email to the IP address and port number where the SonicWall Email Security software is listening for outbound mail.

    To test your SonicWall Email Security software, click the Auditing button at the top of the SonicWall Email Security software user interface and search for your sent email to verify it has been sent and received.

    SonicWall Email Security 9.2 Software Getting Started GuideVerification and Further Configuration

    16

  • TroubleshootingThis section contains the following subsections:

    • Uninstalling Third-Party Software on page 17

    • Confirming Windows Services Are Running on page 17

    Uninstalling Third-Party SoftwareSonicWall Email Security software automatically installs Tomcat and JDK. If versions of these programs are already installed, it is necessary to uninstall them prior to installing SonicWall Email Security software, following the instructions below.

    If you have already installed SonicWall Email Security and a conflict exists with the wrong versions of third-party software, it is necessary to uninstall the conflicting versions of the software and re-install the SonicWall Email Security software.

    To uninstall Apache Tomcat or Java, perform the following steps:

    1 Navigate to Start > Control Panel > Add or remove programs.

    2 Select a version of Tomcat or Java you need to install.

    3 Click Change/Remove.

    4 Follow the on-screen prompts to uninstall or remove the program.

    Refer to Installing Email Security Software on page 7, to install SonicWall Email Security software.

    Confirming Windows Services Are RunningIf you have trouble accessing the SonicWall Email Security login page, verify that the SonicWall Email Security services are running. Navigate to Start > Programs > Administrative Tools > Services and confirm that the following services have started:

    • Apache Tomcat

    • MlfAsg Software

    • MlfAsg Monitor

    • MlfAsg Replicator

    • MlfAsg Updater

    • Firebird Guardian

    • Firebird Server

    • MlfMTA

    SonicWall Email Security 9.2 Software Getting Started GuideVerification and Further Configuration

    17

  • 5

    SonicWall Support

    Technical support is available to customers who have purchased SonicWall products with a valid maintenance contract and to customers who have trial versions.

    The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a day, 365 days a year. To access the Support Portal, go to https://www.sonicwall.com/support.

    The Support Portal enables you to:

    • View knowledge base articles and technical documentation

    • View video tutorials

    • Access MySonicWall

    • Learn about SonicWall professional services

    • Review SonicWall Support services and warranty information

    • Register for training and certification

    • Request technical support or customer service

    To contact SonicWall Support, visit https://www.sonicwall.com/support/contact-support.

    SonicWall Email Security 9.2 Getting Started GuideSonicWall Support

    18

    https://www.sonicwall.com/supporthttps://www.sonicwall.com/support/contact-support

  • About This Document

    Email Security Software Getting Started GuideUpdated - October 2018Software Version - 9.2232-0044531-00 Rev A

    Copyright © 2018 SonicWall Inc. All rights reserved.

    SonicWall is a trademark or registered trademark of SonicWall Inc. and/or its affiliates in the U.S.A. and/or other countries. All other trademarks and registered trademarks are property of their respective ownersThe information in this document is provided in connection with SonicWall Inc. and/or its affiliates’ products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of SonicWall products. EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, SONICWALL AND/OR ITS AFFILIATES ASSUME NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON- INFRINGEMENT. IN NO EVENT SHALL SONICWALL AND/OR ITS AFFILIATES BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF SONICWALL AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SonicWall and/or its affiliates make no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. SonicWall Inc. and/or its affiliates do not make any commitment to update the information contained in this document.For more information, visit https://www.sonicwall.com/legal.

    End User Product AgreementTo view the SonicWall End User Product Agreement, go to: https://www.sonicwall.com/en-us/legal/license-agreements.

    Open Source CodeSonicWall is able to provide a machine-readable copy of open source code with restrictive licenses such as GPL, LGPL, AGPL when applicable per license requirements. To obtain a complete machine-readable copy, send your written requests, along with certified check or money order in the amount of USD 25.00 payable to “SonicWall Inc.”, to:

    General Public License Source Code Request SonicWall Inc. Attn: Jennifer Anderson1033 McCarthy BlvdMilpitas, CA 95035

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    SonicWall Email Security 9.2 Getting Started GuideSonicWall Support

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    https://www.sonicwall.com/legalhttps://www.sonicwall.com/en-us/legal/license-agreements

    Topics:What You Need to BeginSystem RequirementsTopics:Operating SystemHardwareHTTPS Connectivity to License Manager

    Software RequirementsCreating a MySonicWall AccountTo create a MySonicWall account:1 In your browser, go to https://www.MySonicWall.com/.2 On the Login page, click Sign Up.3 Complete the Registration form, then click Register.4 Follow the prompts to finish creating your account. SonicWall will email a subscription code to the email address you entered in the personal information.5 Verify that the information is correct and click Submit.6 When you return to the login screen, log in with your new username and password.7 Confirm your account by entering the subscription code you received by email.

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    Downloading Email Security SoftwareTo download SonicWall Email Security Software software:1 Open a Web browser on your Windows server and navigate to MySonicWall.com. Log in using your MySonicWall account username and password. To create an account, refer to Creating a MySonicWall Account on page 5.2 Click the Add Product icon. The QUICK REGISTER page appears.3 Enter your serial number, found on the tri-fold postcard or email that confirmed your SonicWall Email Security Software order, in the Enter serial number or activation key field and click Confirm. The REGISTER A PRODUCT page appears.4 Give your software a friendly name in the Friendly Name field.5 Enter the authentication code in the Authentication code field.6 Select SonicWall Products from the drop-down menu.7 Click Register. Optionally fill out the survey before proceeding. Survey information is not sold.8 A green banner at the top of the screen displays a successful registration message.9 Navigate to Resources and Support > My Downloads.10 Select Email Security Software Series from the Select a Product drop-down menu.11 Click the arrow next to Email Security Software Windows to expand available options.12 To download firmware, click the download icon next to Email Security Software Windows 64-Bit New Install. A File Download warning displays.13 Click Save and save the file to an easy to remember location.

    Installing Email Security Software1 Locate the SonicWall Email Security Software installation file you downloaded in Downloading Email Security Software on page 6. Double click the installation file to open it. Click Run to continue. It may take several seconds while the installation...2 The Welcome to Email Security Software page displays. Click Next.3 The License Agreement page displays. Read it and click Next to accept the License Agreement.4 The Destination Folder page displays. Click Browse to select an alternate folder, or click Next to accept the default location. It is important that this folder is not scanned by an anti-virus engine.5 The Choose Data Folder page displays. Click Browse to select an alternate folder, or click Next to accept the default location.6 The Start Installation page displays. Click Next to begin installation. The installation progress displays.7 If the required versions of Tomcat, Firebird, and the Java Runtime Environment (JRE) are not installed, a prompt to install them will display. Click Install.8 You will be prompted to specify an Apache Tomcat Web server port number. The default port number is 80. If you are already running a Web server on port 80, you must change the port setting. SonicWall recommends port 8080. Click Next to continue.9 The Installation Complete page displays. Click Finish.Topics:

    Logging Into SonicWall Email SecurityTo log into the SonicWall Email Security software:1 To launch SonicWall Email Security software, launch a browser and enter the Email Securityserver IP address/host name.2 The login page displays. Enter admin in the User Name field and password in the Password field.3 Click Log In.4 If this is the first time you have logged into Email Security, you must provide email addresses for the administrator and postmaster, as well as the SMTP server hostname or IP address. Type the email address of the administrator who will receive em...5 Click Apply Changes.

    Registering Your Email SecurityAppliance1 Log in to your SonicWall Email Security Software appliance. The MANAGE | License Management page displays.2 In the Administration section, enter your MySonicWall.com credentials and click LOGIN.3 The Administration section displays. Enter the Serial Number, Authentication Code, and Friendly Name in the fields provided.4 Click SUBMIT. A confirmation page appears stating the registration is completed successfully.5 Click CONTINUE. The License Management page displays service subscription and license information.

    Purchasing or Upgrading Email Security License SubscriptionsTo purchase or upgrade your Email Security license subscriptions:1 Log in to MySonicWall.com.2 Navigate to Product Management > My Products. The My Products page displays.3 Find the friendly name for Email Security and click the Licenses icon. The LICENSES page displays.4 To purchase a service, click the purchase icon next to the service.5 To try a service, click the Try icon next to the service.6 To use an product activation key, click the key icon next to the service.7 You can check that the registration is correct by logging in to your SonicWall Email Security administration site and clicking System/License Management. All your license information should be available. If it is not, click the Test Connectivity to...

    Overview of the Email SecurityInterfaceChanging the Default Administrator PasswordTo change the default password:1 In the Email Security management interface, navigate to the MANAGE |System Setup | Server > Administration page.2 In the Email Security Master Account section, enter the old password in the Old Password field.3 Enter a new management password into the New Password field.4 Enter the new password again in the Confirm Password field.5 Click Apply Changes.

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    Routing Mail to Your Email Security SoftwareVerifying Mail from the InternetTo verify mail from the Internet:1 Go to an external mail account, for example Yahoo mail or GMail.2 Create a new email message:3 Send the message.4 In the SonicWall Email Security software administrative interface, click the Auditing button on the top.5 Check the Inbound auditing reports to make sure the email appears as Delivered.6 Check the mail account you sent the message to. If you received the message, you have correctly configured your SonicWall Email Security software.

    Configuring Outbound Mail FilteringExample

    TroubleshootingUninstalling Third-Party SoftwareTo uninstall Apache Tomcat or Java, perform the following steps:1 Navigate to Start > Control Panel > Add or remove programs.2 Select a version of Tomcat or Java you need to install.3 Click Change/Remove.4 Follow the on-screen prompts to uninstall or remove the program.

    Confirming Windows Services Are Running

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