USER GUIDE Trustwave Secure Email Gateway Formerly MailMarshal April 2020 Trustwave Secure Email Gateway User Guide - April 1, 2020 Legal Notice Copyright © 2020 Trustwave Holdings, Inc. All rights reserved. This document is protected by copyright and any distribution, reproduction, copying, or decompilation is strictly prohibited without the prior written consent of Trustwave. No part of this document may be reproduced in any form or by any means without the prior written authorization of Trustwave. While every precaution has been taken in the preparation of this document, Trustwave assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. While the authors have used their best efforts in preparing this document, they make no representation or warranties with respect to the accuracy or completeness of the contents of this document and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the author nor Trustwave shall be liable for any loss of profit or any commercial damages, including but not limited to direct, indirect, special, incidental, consequential, or other damages. The most current version of this document may be obtained from: www.trustwave.com/support/ Trademarks Trustwave and the Trustwave logo are trademarks of Trustwave. Such trademarks shall not be used, copied, or disseminated in any manner without the prior written permission of Trustwave. Legal Notice Copyright © 2020 Trustwave Holdings, Inc. All rights reserved. ii Trustwave Secure Email Gateway User Guide - April 1, 2020 Formatting Conventions This manual uses the following formatting conventions to denote specific information. Format and Meaning Symbols Crimson Underline A crimson underline indicates a Web site or email address. Bold Bold text denotes UI control and names such as commands, menu items, tab and field names, button and check box names, window and dialog box names, and areas of windows or dialog boxes. Code Text in this format indicates computer code or information at a command line. Italics Italics are used to denote the name of a published work, the current document, or another document; for text emphasis; or to introduce a new term. In code examples italics indicate a placeholder for values and expressions. [Square brackets] In code examples, square brackets indicate optional sections or entries. Note: This symbol indicates information that applies to the task at hand. Tip: This symbol denotes a suggestion for a better or more productive way to use the product. Caution: This symbol highlights a warning against using the product in an unintended manner. Formatting Conventions Copyright © 2020 Trustwave Holdings, Inc. All rights reserved. iii Trustwave Secure Email Gateway User Guide - April 1, 2020 Table of Contents Legal Notice . ii Formatting Conventions . iii List of Tables . xiii List of Figures . xiv 1 Introduction. 15 1.1 What Is Trustwave Secure Email Gateway?. 15 1.2 What Does Trustwave Secure Email Gateway Provide? . 16 1.3 How Trustwave Secure Email Gateway Helps You . 17 1.3.1 Filters Email at the Gateway . 17 1.3.2 Delivers Layered Spam Protection . 17 1.3.3 Protects Against Existing and Emerging Threats . 17 1.3.4 Provides Unparalleled Performance . 17 1.3.5 Includes Easy-to-Use Interfaces . 18 1.4 How Trustwave Secure Email Gateway Works. 18 1.4.1 Understanding What Trustwave SEG Does . 18 1.4.2 Configuring Trustwave SEG . 20 1.4.3 Monitoring and Reporting . 20 1.5 Trustwave SEG and Trustwave ECM . 20 2 Planning Your Trustwave SEG Installation . 22 2.1 Planning Checklist. 22 2.2 Understanding Trustwave SEG Components . 22 2.2.1 Trustwave SEG Components . 23 2.2.2 Other Software and Services . 24 2.3 Understanding Installation Scenarios . 24 2.3.1 Standalone Installation . 25 2.3.1.1 Trustwave SEG as Email Server . 25 2.3.1.2 Trustwave SEG as an Internal Email Relay . 26 2.3.1.3 Trustwave SEG on Existing Email Server. 26 2.3.2 Array Installation . 27 2.4 Hardware and Software Requirements. 29 2.4.1 Standalone Installation Requirements . 29 2.4.2 Array Installation Requirements . 31 2.4.2.1 Server Requirements . 31 2.4.2.2 Array Manager Requirements. 33 2.4.3 Web Components Requirements . 34 2.4.4 SEG Management Console User Interface Requirements . 35 2.5 Database Software Considerations. 35 Copyright © 2020 Trustwave Holdings, Inc. All rights reserved. iv Trustwave Secure Email Gateway User Guide - April 1, 2020 2.6 Understanding Trustwave SEG Folder Locations. 37 2.7 Supported Antivirus Software . 38 2.8 Collecting Information for Installation . 39 3 Installing and Configuring Trustwave SEG . 41 3.1 Installation Checklist . 41 3.2 Installing Prerequisite Software. 41 3.3 Installing Trustwave SEG on a Standalone Server. 42 3.4 Installing Trustwave SEG as an Array . 43 3.4.1 Installing a Trustwave SEG Array Manager . 43 3.4.2 Installing a Trustwave SEG Server . 47 3.5 Running the Configuration Wizard . 49 3.6 Configuring Email Routing . 53 3.7 Creating Directory Connectors . 54 3.8 Configuring Antivirus Scanning . 55 3.8.1 Excluding Working Folders From Virus Scanning. 55 3.8.2 Configuring Trustwave SEG to Use an Antivirus Product. 56 3.9 Installing and Customizing Web Components . 58 3.9.1 Installing the Trustwave SEG Web Components . 58 3.9.2 Customizing the Web Components. 60 3.10 Upgrading Trustwave SEG . 61 3.10.1 Upgrading from Trustwave SEG Version 8.2.3 or Above . 61 3.10.2 Upgrading from Other Versions of Trustwave SEG . 63 3.11 Uninstalling Trustwave SEG . 63 4 Understanding Trustwave SEG Interfaces. 65 4.1 Understanding the SEG Web User Interface . 65 4.1.1 Working With the Dashboard . 66 4.1.2 Working With Menu and Detail Items . ..