Symantec Mail Security for SMTP Installation guide

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

Symantec logo, Brightmail, LiveUpdate, SESA, and Norton AntiVirus are U.S. registered

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Symantec Mail Security for SMTP 5.0 is protected under U.S. Patent Nos. 6,052,709;

5,999,932; and 6,654,787.

The product described in this document is distributed under licenses restricting its use,

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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/

function, installation, and configuration, as well as to author content for our

Web-accessible Knowledge Base. The Technical Support group works

collaboratively with the other functional areas within Symantec to answer your

questions in a timely fashion. For example, the Technical Support group works

with Product Engineering as well as Symantec Security Response to provide

Alerting Services and Virus Definition Updates for virus outbreaks and security

alerts.

Symantec technical support offerings include:

■ A range of support options that give you the flexibility to select the right

amount of service for any size organization

■ Telephone and Web support components that provide rapid response and

up-to-the-minute information

■ Upgrade insurance that delivers automatic software upgrade protection

■ Content Updates for virus definitions and security signatures that ensure

the highest level of protection

■ Global support from Symantec Security Response experts, which is

available 24 hours a day, 7 days a week worldwide in a variety of languages

for those customers enrolled in the Platinum Support Program

■ Advanced features, such as the Symantec Alerting Service and Technical

Account Manager role, offer enhanced response and proactive security

support

Please visit our Web site for current information on Support Programs. The

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To receive the latest product information by email, go to:

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and join our support bulletin mailing list.

Licensing and registration

If the product that you are implementing requires registration and/or a license

key, the fastest and easiest way to register your service is to access the

Symantec licensing and registration site at www.symantec.com/certificate.

Alternatively, you may go to www.symantec.com/techsupp/ent/enterprise.html,

select the product that you wish to register, and from the Product Home Page,

select the Licensing and Registration link.

Contacting Technical Support

Customers with a current support agreement may contact the Technical

Support group via phone or online at http://www.symantec.com/techsupp/

enterprise/ .

Customers with Platinum support agreements may contact Platinum Technical

Support via the Platinum Web site at http://www-secure.symantec.com/

platinum/ .

When contacting the Technical Support group, please have the following:

■ Product release level

■ Hardware information

■ Available memory, disk space, NIC information

■ Operating system

■ Version and patch level

■ Network topology

■ Router, gateway, and IP address information

■ Problem description

■ Error messages/log files

■ Troubleshooting performed prior to contacting Symantec

■ Recent software configuration changes and/or network changes

Customer Service

To contact Enterprise Customer Service online, go to www.symantec.com, select

the appropriate Global Site for your country, then choose Service and Support.

Customer Service is available to assist with the following types of issues:

■ Questions regarding product licensing or serialization

■ Product registration updates such as address or name changes

■ General product information (features, language availability, local dealers)

■ Latest information on product updates and upgrades

■ Information on upgrade insurance and maintenance contracts

■ Information on Symantec Value License Program

■ Advice on Symantec's technical support options

■ Nontechnical presales questions

■ Missing or defective CD-ROMs or manuals

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

6 Contents

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

8 Introducing 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

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 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

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