GlobalSCAPE Mail Express. User Guide Version 3.2

Transcription

1 GlbalSCAPE Mail Express User Guide Versin 3.2

2 GlbalSCAPE, Inc. (GSB) Crprate Headquarters Address: 4500 Lckhill-Selma Rad, Suite 150, San Antni, TX (USA) Sales: (210) Sales (Tll Free): (800) Technical Supprt: (210) Web Supprt: GlbalSCAPE, Inc. All Rights Reserved Nvember 1, 2012

3 Table f Cntents Intrductin t Mail Express... 9 Mail Express Architecture...10 Mail Express Quick Start...13 What's New in Mail Express?...15 Installing and Uninstalling Mail Express...15 System Requirements and Prerequisites Mail Express Server Requirements/Prerequisites SQL Server 2008 R2 Express Installatin Requirements/Prerequisites Outlk Add-In Requirements/Prerequisites Outlk Add-In Prerequisite Resurces Authenticatin Optins fr Cnnectins t SQL Server 2008 R Internal SQL Server 2008 R2 Express Instance TCP/IP Settings Additinal Service Dependency External SQL Server 2008 R2 Instance Installing Mail Express Server Silent Installatin f Mail Express Server Deplying the Outlk Add-In Installing the Outlk Add-In File/Cnfiguratin Lcatins Running the MSI Installer Viewing the Mail Express Outlk Add-In User Interface Silent Installatin f the Outlk Add-In Installatin Arguments Generating the Installatin Script Deplyment Upgrading Mail Express Server Upgrading the Outlk Add-In Finalizing the Upgrade Determining the Versin f Mail Express Server Registering Mail Express Licensing the Outlk Add-In Registering DMZ Gateway Installatin Lgging Debug Lgging iii

4 Mail Express User Guide v3.2 Installatin Cmmand-Line Parameters Mail Express Server Database Utility Cmmand Line Parameters fr the Database Utility Mdifying Mail Express Database Cnfiguratin Repairing the Mail Express Installatin Uninstalling Mail Express Server Cnfiguring and Administering Mail Express Server...69 Initial Cnfiguratin f Mail Express Server Lgging in t Mail Express Server Specifying the Mail Express Server Hst Name Cnfiguring the Default Landing Page Specifying the System Ntificatin Address Cnfiguring Active Directry Authenticatin Cnfiguring Mail Express fr Windws (Kerbers) Authenticatin Cnfigure Active Directry Cnfigure Kerbers Cnfigure the Service Principal Names Cnfigure the Outlk Add-In Cnfiguring Mail Express fr Micrsft Exchange Server Cmmunicatin Cnfiguring Annymus Access t Exchange In Exchange 2007 and In Exchange Cnfiguring Mail Express with the New Mdule Cnfiguring Authenticated Access t Exchange Exchange 2007 and Exchange Cnfiguring Mail Express fr Authenticated Access Testing the Cnfiguratin Cnfiguring File Strage and Purging Cnfiguring Database Purging and Ntificatins Cnfiguring the Drp-Off Prtal Overview f the Add-In and Internal Web Prtal Authenticating Outlk Users Manual Authenticatin Single Sign On Cnfiguring the Add-In and Internal Web Prtal Overview f Mail Express Invitatins iv

5 Table f Cntents Custm URLs fr the Drp-Off and Internal Prtal Enabling the Pick-Up Prtal Enabling and Cnfiguring the Reply Prtal Cnfiguring the DMZ Gateway Cnnectin Advanced DMZ Gateway Cnfiguratin Optins Viewing and Managing Files Viewing and Managing Packages Viewing Mail Express Status Lgging Mail Express Server Activities Installatin Lgging Mail Express Server Diagnstics Lgging Mail Express Server Service Diagnstics Lgging Mail Express Server Event Viewer Custmizing Mail Express Pages and Ntificatins Templates Cmmn Template Data Structures Server Templates Outlk Add-In Templates Web Prtal Templates Misc Templates Replacing the Mail Express Lg with Yur Own Mail Express Security and SSL Cnfiguring the Default HTTPS Listener (Prt 443) SSL Prtcls SSL Algrithms SSL Certificates Specifying an SSL Certificate Manually Cnfiguring SSL Certificate/Key Optins Resetting the Cnfiguratin f the SSL Certificate and Key SSL Certificate Authrity Certificate Chain Supprt What is the Mail Express Server Public Certificate/Private Key Pair? What is an SSL Certificate Authrity Certificate Chain? When d I need t specify an SSL Certificate Authrity Certificate Chain? Hw is the SSL Certificate Authrity Certificate Chain cnfigured? Supprted Certificate Chain Frmat Hw d I knw that it is wrking? Higher Security Settings v

6 Mail Express User Guide v3.2 Internet Explrer and High Security Settings Alternative 1: Mdify Client Cnfiguratin Alternative 2: Mdify Server Cnfiguratin Using Anti-Virus with Mail Express The DMZ Prtcl Handler SSL Prtcls SSL Algrithms SSL Certificates Managing Administratr and User Accunts Managing Internal User Accunts Managing Drp-Off User Accunts Auditing and Reprting Mail Express Activity Generating Reprts f Attachment Activity Detailed Activity Reprt Viewing Cnfiguratin Histry Viewing Audit Event Histry Viewing User Histry Viewing Invite Activity Audit Event Types Mail Express Database Tables Using Mail Express in Outlk Mail Express Outlk Add-In The Mail Express User Interface Message Buttns Cnnecting t Mail Express Server Cnfiguring Message Optins Turning On r Off the Outlk Add-In Sending Files with the Mail Express Outlk Add-In Viewing Mail Express Add-In Status Recvering an frm "Unrecverable Errr" Cancelling Packages Lgging Mail Express Outlk Add-In Activities Changing the Message Frmat Changing the Message Frmat in Outlk Changing the Message Frmat in Outlk 2007 and Mail Prfiles with Multiple Accunts Dwnlad Ntificatins vi

7 Table f Cntents Using Mail Express in a Web Brwser Cnnecting t the Web Prtal Requesting Access t the Drp-Off Prtal Requesting Access t the Internal Prtal Sending Files Using the Drp-Off Prtal Sending Files with the Internal Prtal Sending Invites with the Internal Prtal Picking Up Files Recvering a Lst Passwrd Maximum File Size fr Brwser-Based Uplads Viewing Unicde Filenames Cnfiguring the Web Brwser Sending Files with the Reply Prtal Using the Accunt Activatin Prtal Getting Help Finding Infrmatin in the Help Searching the Help File r glbalscape.cm Printing a Help Tpic Sharing Tpic Links GlbalSCAPE Supprt Center Using the Knwledgebase Using Advanced Search Mail Express End-User License Agreement (EULA) Index vii

8 Mail Express User Guide v3.2 viii

9 Intrductin t Mail Express Mail Express allws yu t send large file attachments t recipients inside r utside f yur rganizatin quickly, reliably, and securely, while reducing the lad n yur mail server. Mail Express als allws yur recipients t send large file attachments t yu thrugh a Web prtal. Yu can send files using a Micrsft Outlk Add-In, a Web prtal, r bth, using secure authenticatin and auditing capabilities. The Mail Express system will fflad file attachments t an independent server and can ntify recipients that the files are available fr pickup. Yu can cnfigure the authenticatin scheme t change the way recipients authenticate against Mail Express Server t dwnlad their files. One authenticatin scheme allws users t access their files withut prviding any credentials; the ther requires the recipient t type in a temprary passwrd that is prvided in ut-f band cmmunicatin with the recipient (e.g., phne call r ). By default the Mail Express System will retain attachments fr 2 weeks, but yu can increase r decrease this perid based n crprate security, auditing, and usage requirements. When yu send an attachment, the attachment is upladed t Mail Express Server ver HTTPS, and then the recipient receives an with hyperlinks t dwnlad the files frm the server. When the recipient clicks the hyperlink in the ntificatin, a Web page appears frm which the recipient can dwnlad the attachment. All visits t the dwnlad page and file dwnlads are recrded in the database. Auditing t a database prvides a detailed histry f transfers shwing senders and receivers, which files were transferred, and when they were transferred. When yu allw Mail Express t manage attachments sent via Micrsft Outlk, s remain in the Outbx until the Mail Express prcessing is cmplete, and the attachments are cmpletely upladed. Nrmally, mail clients have a hard time managing large attachments and can ften becme unrespnsive while these files are attached. Using Mail Express wn Attach File buttn, very large files can be attached t an , quickly reducing the time waiting fr the mail client t becme respnsive again. When Mail Express manages an , it uplads the attachments t the Mail Express Server, remves the attachments frm the , and inserts links int the frm which the recipient(s) can dwnlad the attachment(s). This prcess has the added benefit f end users nt exceeding their server's mailbx quta r attachment size limits, since the resulting itself is nrmally quite small. The Mail Express wrkflw: 1. The Outlk user creates an with attachments and clicks Send. 2. Mail Express: Inserts links in the in place f the attachments. Stres the attachments n the Mail Express Server. Sends the The recipient pens the The recipient clicks the links t dwnlad the attachments frm the Mail Express Server. 9

10 Mail Express User Guide v3.2 Mail Express Architecture The Mail Express (ME) applicatin is cmpsed f the fllwing cmpnents: Server Applicatins The Server applicatins f Mail Express are the "brains" f the system. Using settings and cnfiguratin defined by the Mail Express administratr, web server applicatins transfer, stre, and manage all f the files prcessed by the system. A database applicatin stres and prvides data regarding all f the file transfers that pass thrugh the system and the cnfiguratin changes that are requested by the administratr Administratin Prtal As with any enterprise level sftware, Mail Express prvides an interface that allws the "wner" f the applicatin access t system cnfiguratin and management, sender administratin, and transactin auditing. Mail Express ffers a web interface that an administratr (either an IT administratr r a business unit manager, depending n wh within an rganizatin wns the slutin) can use t access all f the necessary management features and functins. Outlk Add-In The Micrsft Outlk Add-In prvides the ability t autmatically send files using Mail Express via the nrmal Outlk messaging wrkflw based either n predetermined use cases (either administratr r sender defined) r in an ad hc manner using Mail Express tls that are integrated int the Outlk User Interfaces. N Mail Express-specific actin will be required by the sender after the initial installatin and cnfiguratin f the Add-In. Internal Web Prtal Mail Express includes an Internal Prtal, a web page frm which internal parties can send files t recipients inside r utside the rganizatin. The Internal Prtal prvides a web-based alternative t using the Outlk Add-In and is driven by a set f administrative settings that are shared with the Add-In. Package Drp-ff Mail Express includes a Package Drp-ff Prtal, a web page frm which external parties can send files t Mail Express custmers. The Package Drp-ff Prtal prvides a bi-directinal flw f infrmatin between yu and yur partners. Package Pick-up Mail Express prvides multiple ptins fr recipients t dwnlad the files that have been sent t them. Recipients have the ability t dwnlad files instantly by clicking n the links prvided in an r by visiting the Package Pick-up Prtal where files are listed fr dwnlad. Reply Prtal When an internal r external user receives an frm a Mail Express user, the can cntain a link t the Reply Prtal in which recipients can respnd t the t return files t the sender. The fllwing diagram illustrates hw the cmpnents wrk tgether in the netwrk 10

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12 Mail Express User Guide v3.2 12

13 Mail Express Quick Start Prvided belw is a "quick start" check list t assist yu in getting Mail Express installed and functinal. Please click the links in each step t read the detailed prcedures, cmplete with screen shts. Additinal cnfiguratin may be required, depending n yur individual requirements. All passwrds must be at least 6 characters and cntain at least 3 f the fllwing types f characters: uppercase letters, lwercase letters, numbers, and special characters (e.g., #, %, ^). If yu print this checklist, please refer t the nline help fr screen shts and detailed prcedures: Or print the PDF f the Mail Express user guide (apprximately 200 pages), available at Server Installatin: 1. Verify that prerequisites are installed and system requirements have been met. 2. Ensure that prt 443 is available n the IP address designated fr Mail Express Server. TIP: Use the fllwing cmmand t check against any cnflicts: netstat -anp TCP NOTE: If there is any ther prcess listening n prt 443 (including the glbal interface), please refer t Mail Express Knwledgebase article #10636 fr mre infrmatin. 3. Mail Relay shuld be turned n if yu d nt create an accunt n the Exchange Server fr Mail Express Server t send s. Fr infrmatin refer t hw-t-allw-relaying.html. Refer t Cnfiguring Annymus Access t Exchange and Cnfiguring Authenticated Access t Exchange fr infrmatin abut cnfiguring Exchange. 4. Create a new service accunt n yur Active Directry netwrk fr the Mail Express service. This accunt is required fr Mail Express t perfrm Kerbers authenticatin fr cnnecting clients and fr LDAP queries, and it can als be used t allw authenticated relay thrugh Exchange. 5. Ensure yu have access t lg int a Dmain Cntrller with Dmain Admin rights. This is required in rder t enable Kerbers authenticatin in Mail Express. After installatin and initial cnfiguratin have been cmpleted, it is n lnger required. 8. Install all available Windws Updates (required fr security and cmpatibility) 9. Rebt the server cmputer. (required befre the Mail Express installatin can begin) 10. Dwnlad a cpy f the Mail Express installer nt the Mail Express cmputer s lcal hard drive. 11. Install Mail Express Server (run the executable); 32-bit r 64-bit depending n perating system. Yu will need the fllwing infrmatin: Installatin directry (Where t write installatin files) Attachment strage directry (Any strage that can be accessed frm server) Mail Express administratr username/passwrd and address If using an external database, database server cnnectin parameters Server Cnfiguratin: 12. Specify the dmain f Mail Express Server. This is the system name that will be used fr prtal and package URL infrmatin. Fr example, if the dmain is set t "me.glbalscape.cm", the package links that recipients receive will lk like " identifier>" 13. Specify System Ntificatin addresses ( address t which system ntificatins are sent; the address prvided at installatin is used by default.) 14. Cnfigure the Exchange cnnectin 15. Enable attachment pickup 16. Create new Internal user fr testing purpses 13

14 Mail Express User Guide v3.2 Outlk Installatin and Cnfiguratin: 17. Install the Outlk Add-In n the client wrkstatin(s), including Add-In prerequisites 18. Specify the hst name, username, and passwrd fr the Internal user created during server setup 19. Enable the Mail Express User Interface in Outlk. 20. Enable the Status pane in Outlk t display the cnnectin status between the Mail Express Add-In and Mail Express Server 21. Send a test with an attachment using the Attach File icn n the Mail Express tl bar. 22. Pick up the package Advanced Features (can be setup after the initial cnfiguratin is cmpleted and the basic system functinality has been verified. Nt critical t the basic functinality f the system.) Specify a Mail Express SSL Certificate Enable Active Directry Authenticatin Enable Single Sign On using Kerbers Enable Drp-ff Page Enable and cnfigure Internal Prtal Enable and cnfigure the Reply Prtal Enable attachment purging Enable database purging Silent installatin f Outlk Add-In clients Install and cnfigure DMZ Gateway Register the Server and DMZ Gateway in the Mail Express administratin interface. 14

15 What's New in Mail Express? The fllwing features were added fr Mail Express versin 3.2: Cnnect t an external database (nt installed by Mail Express) Internal users can send invitatins t external users t create a Drp-Off user accunt Reply Prtal allws recipients access t Mail Express when using the Reply link in File Management page (separate frm the Package Management page) allws yu t view and manage individual files that were sent Enhanced package management, allwing yu t expire packages and view package details, including dwnlad infrmatin, invitatin status, and reply link usage Invitatin Activity reprt allws yu t view when an invitatin was sent, t whm it was sent, and s n Specify initial administratr address during installatin Create up t 25,000 accunts f each type f user (Admin, Internal, and Drp-Off) Installing and Uninstalling Mail Express Installing Mail Express includes installing Mail Express Server and then installing the Mail Express Outlk Add-In n users' wrkstatins. These tpics prvide the system requirements, installatin prcedures, and activatin instructins. System Requirements and Prerequisites GlbalSCAPE Quality Assurance (QA) tested and apprved Mail Express fr use with the prgrams and hardware described belw. The minimum system requirements belw are rganized by Mail Express Server, SQL Server 2008 R2 Express, and Outlk Add-In requirements. The installer must be run by a user with administrative privileges n the cmputer. The installer/uninstaller will check fr this at the beginning f executin. While it is pssible fr the Mail Express Server and Add-In t wrk n system cnfiguratins ther than thse listed belw, prgrams and hardware nt listed belw were nt tested and are nt supprted. Please review each f the requirements and prerequisites belw and ensure that they are met befre installing Mail Express. Ensure all Micrsft updates have been installed and the cmputer has been rebted. If all f the prerequisites are nt met, the installatin will abrt. Yu can print this page f the help and check ff the requirements as yu verify that they are installed/available. Mail Express Server Requirements/Prerequisites The table lists the system requirements/prerequisites n the cmputer n which Mail Express Server is installed. Fr Outlk Add-In system requirements, refer t Outlk Add-In Requirements/Prerequisites, belw. Fr SQL Server 2008 R2 Express system requirements, refer t SQL Server 2008 R2 Express Installatin Requirements/Prerequisites, belw. (These are the requirements that the installer verifies; refer t the Micrsft link belw fr additinal SQL Server system requirements.) Fr SQL Server 2008 R2 system requirements, refer t Mail Express "silently" installs Java Runtime Envirnment (JRE) versin build 25 r later and Apache Tmcat versin (web server); yu d nt need t update r maintain these applicatins. 15

16 Mail Express User Guide v3.2 Mail Express Server Requirement/Prerequisite Mail Express Server must be accessible frm the Internet, either directly r via the DMZ Gateway, if applicable, s that recipients can brwse the attachment links t pick up attachments (typically in the DMZ behind a firewall such as Micrsft ISA Server). Using GlbalSCAPE s DMZ Gateway server, the Mail Express Server des nt have t remain in the DMZ and can reside within the internal netwrk. When deplying the Mail Express Server in a virtualized cluster envirnment, setting a static MAC address fr the server is required. Ensure that prt 443 is available t the Mail Express IP address (and that n prt cnflicts exist n that IP address). This prt can be assigned t a specific IP address placed n the system fr Mail Express expressly. If the firewall is enabled n the cmputer n which Mail Express Server is installed, yu must create an exceptin fr TCP prt 443. Supprts bth 32-bit and 64-bit editins f the fllwing perating systems: Micrsft Windws Server 2008 with SP1 r later Micrsft Windws Server 2003 with SP2 r later (The Active Directry Dmain Cntrller n Windws 2003 Systems require the Windws 2003 SP2 32-bit Supprt Tls t be installed (dwnlad frm Micrsft Dwnlad Center).) Micrprcessrs: 1 GHz x86-based prcessr r higher fr 32-bit perating systems 1.4 GHz x86-based prcessr r higher fr 64-bit perating systems 1 GB RAM r mre Disk space: Installatin temprarily requires up t 125 MB free disk space n the system drive t accmmdate temprary installatin files. Up t 500 MB f additinal strage n the selected installatin drive t accmmdate Mail Express Server lg files and temprary files Adequate strage shuld be prvided fr upladed attachments Regular disk maintenance/management f resurces. Mail Express administratin requires a small amunt f available disk space in rder t service requests. When the disk is full, Mail Express may nt functin as expected. 1024x768 r higher reslutin mnitr Supprted brwsers (with latest OS/brwser patches, with JavaScript and ckies enabled): Internet Explrer 7 r later (Internet Explrer 8 recmmended) Firefx 3.6 r later (Firefx 5 recmmended) Safari 4 r later (Safari 5 recmmended) Access t an Exchange Server: Exchange Server 2003 Exchange Server 2007 Exchange Server 2010 Additinal mdules in Exchange Server that meet the specific needs f Mail Express. Refer t Cnfiguring Annymus Access t Exchange r Cnfiguring Authenticated Access t Exchange fr details. Service accunt in AD fr Mail Express (Optinal); Accunt is necessary fr Kerbers authenticatin; an existing accunt can be used, if preferred. Access t a SQL Server 2008 R2 database (SQL Server Express, which can be installed with the Mail Express installer fr evaluatin, is nt intended fr prductin use.) See SQL Server 2008 R2 Express-specific requirements belw. Anti-virus: (ptinal) The Mail Express Server cmputer shuld have a current anti-virus applicatin installed s that attachments managed by Mail Express Server are free frm malicius sftware. If slwer-than-nrmal uplads are bserved, ensure yur antivirus sftware is prperly cnfigured. 16

17 Installing and Uninstalling Mail Express SQL Server 2008 R2 Express Installatin Requirements/Prerequisites If yu are installing SQL Server 2008 R2 Express (available in the Mail Express Server installer fr evaluatin purpses), ensure that the cmputer meets the requirements/prerequisites in the table belw. When yu chse t install SQL Server 2008 R2 Express with the Mail Express Server installer, the installer will verify that the prper prerequisites/requirements are available befre installing. If the requirements are nt met, the installatin will abrt. Listed in the table belw are the requirements that the installer verifies; refer t the Micrsft link belw fr additinal SQL Server system requirements. If yu are cnnecting t an external SQL Server 2008 R2 database, refer t the SQL Server 2008 R2 requirements. SQL Server 2008 R2 Express Requirement/Prerequisite Micrsft.NET Framewrk v3.5.1 SP1 Micrsft Installer Service 4.5 r later (included in Windws 2008; fr Windws 2003, dwnlad frm Micrsft Dwnlad Center) The fllwing privileges must be enabled fr the administer accunt running the installer: SeBackupPrivilege SeDebugPrivilege SeSecurityPrivilege Installatin temprarily requires up t 3.6 GB f free space n the system drive Minimum f 500 MB n the system drive, cnsumed by SQL Server installatin files and initial database 10 GB f additinal strage n the system drive t accmmdate database grwth Outlk Add-In Requirements/Prerequisites The table belw lists the system requirements/prerequisites n the cmputer n which the Outlk Add-In is installed. Outlk Add-In Requirement/Prerequisite Mail Express Server must be installed befre installing the Outlk Add-In. Operating Systems: Windws XP Pr Windws Vista Business Windws 7 Prfessinal Outlk versins (refer t Micrsft dcumentatin fr Outlk requirements): Outlk 2003 Outlk 2007 Outlk 2010, 32-bit r 64-bit Minimum system requirements A single 1 GHz x86-based CPU r better 1 GB f RAM r mre 1024x768 r higher reslutin mnitr Outlk Add-In prerequisites based n Micrsft Office versin; Due t interdependencies amng the fllwing prerequisites they shuld be installed in the rder listed. The prerequisites are available at the links listed belw in Outlk Add-In Prerequisite Resurces. 17

18 Mail Express User Guide v3.2 Outlk Add-In Requirement/Prerequisite Prerequisites when using Office 2003: 1. Micrsft Windws Installer 3.1 r Later 2. Micrsft.NET Framewrk v3.5 SP1 3. Micrsft Office 2003 Primary Interp Assemblies 4. Micrsft Visual Studi 2005 Tls fr Office Secnd Editin Runtime (build ) Prerequisites when using Office 2007: 1. Micrsft Windws Installer 3.1 r Later 2. Micrsft.NET Framewrk v3.5 SP1 3. Micrsft Office 2007 Primary Interp Assemblies 4. Micrsft Visual Studi Tls fr the Micrsft Office System (versin 3.0 Runtime) and Service Pack 1 Prerequisites when using Office 2010: 1. Micrsft Windws Installer 3.1 r Later 2. Micrsft.NET Framewrk 3.5 SP1 3. Micrsft Office 2010 Primary Interp Assemblies 4. Micrsft Visual Studi 2010 Tls fr Office Runtime Outlk Add-In Prerequisite Resurces The Outlk Add-in prerequisites (nted in the table abve) can be btained frm the links listed belw. Micrsft Windws Installer 3.1 r later Installatin f the Mail Express Outlk Add-In and its ther prerequisites requires Micrsft Windws Installer 3.1 r later. As f this writing the current versin f the Micrsft Windws Installer is 4.5. Infrmatin fr bth resurces is included belw. Micrsft Windws Installer 3.1 Installer Name: Windws Installer 3.1 Redistributable (v2) Installer File: WindwsInstaller-KB v2-x86.exe Dwnlad Page: b838-de776fd4138c Direct Dwnlad Link: Micrsft Windws Installer 4.5 Installer Name: Windws Installer 4.5 Redistributable Installer File: <Operating System Dependent> Dwnlad Page: 95b9-54d056d6f9f4&displaylang=en Micrsft.NET Framewrk v3.5 SP1 Installer Name: Micrsft.NET Framewrk 3.5 Service Pack 1 Installer File: dtnetfx35setup.exe Dwnlad Page: 5D1A-413D DA479AB0D7&displaylang=en Direct Dwnlad Link: Nte: Installatin may require rebt 18

19 Installing and Uninstalling Mail Express Micrsft Office 2003 Primary Interp Assemblies Installer Name: Office 2003 Update: Redistributable Primary Interp Assemblies Installer File: O2003PIA.MSI Dwnlad Page: AC BA0-D36D67E0F4AD&displaylang=en Nte: The dwnlad file is named "O2003PIA.EXE". The "O2003PIA.MSI" installer file will be extracted frm this executable when run. Micrsft Office 2007 Primary Interp Assemblies Installer Name: 2007 Micrsft Office System Update: Redistributable Primary Interp Assemblies Installer File: 2007PIA.msi Dwnlad Page: Nte: The dwnlad file is named "PrimaryInterpAssembly.exe". The "2007PIA.msi" installer file will be extracted frm this executable when run. Micrsft Office 2010 Primary Interp Assemblies Installer Name: Micrsft Office 2010: Primary Interp Assemblies Redistributable Installer File: 2010PIA.msi Dwnlad Page: 4bd7-a dc15855 Nte: The dwnlad file is named "PIARedist.exe". The "2010PIA.msi" installer file will be extracted frm this executable when run. Micrsft Visual Studi 2005 Tls fr Office Secnd Editin Runtime (build ) Installer Name: Micrsft Visual Studi 2005 Tls fr Office Secnd Editin Runtime (build ) (x86) Installer File: vstr.exe Dwnlad Page: Micrsft Visual Studi Tls fr the Micrsft Office System (versin 3.0 Runtime) and Service Pack 1 Nte that this prerequisite cnsists f 2 separate installers. The main installer and a service pack upgrade installer. Bth are detailed belw. Micrsft Visual Studi Tls fr the Micrsft Office System (versin 3.0 Runtime) Installer Name: Micrsft Visual Studi Tls fr the Micrsft Office system (versin 3.0 Runtime) (x86) Installer File: vstr30.exe Dwnlad Page: a2d1-eecd7a092dcb&displaylang=en Micrsft Visual Studi Tls fr the Micrsft Office System Service Pack 1 Installer Name: Micrsft Visual Studi Tls fr the Micrsft Office System (versin 3.0 Runtime) Service Pack 1 (x86) Installer File: vstr30sp1-kb x86.exe 19

20 Mail Express User Guide v3.2 Dwnlad Page: 973F-0B96E6CCF376 Direct Dwnlad Link: Micrsft Visual Studi 2010 Tls fr Office Runtime Installer Name: Micrsft Visual Studi 2010 Tls fr Office Runtime (VSTOR 2010) Redistributable Installer File: Fr 32-bit editins f Micrsft Windws OS - vstr40_x86.exe Nte: On 32-bit editins f Micrsft Windws OS, it is nt strictly required t install this prerequisite prir t installing the Mail Express Outlk Add-In because Outlk 2010 will autmatically install the Micrsft Visual Studi 2010 Tls fr Office Runtime if it is nt already installed. This ccurs the first time that Outlk lads the Add-In and des nt require the user t have administrative privileges n the cmputer. Hwever, this will cause a slight delay the first time end-users start Outlk after the Add-In has been installed. Administratrs wishing t prvide a mre streamlined end-user experience may want t g ahead and pre-install this prerequisite. Fr 64-bit editins f Micrsft Windws OS - vstr40_x64.exe Nte: On 64-bit editins f Micrsft Windws OS, this autmatic installatin des nt functin; therefre, the prerequisite must be manually installed. Dwnlad Page: Direct Dwnlad Link: Fr 32-bit editins f Micrsft Windws OS - Fr 64-bit editins f Micrsft Windws OS - Authenticatin Optins fr Cnnectins t SQL Server 2008 R2 The Mail Express Server installer and the Mail Express Server supprt the SQL Server Authenticatin and Windws Authenticatin ptins fr cnnecting t the SQL Server 2008 R2 instance. When using SQL Server Authenticatin, bth a username and a passwrd must be prvided. When using Windws Authenticatin the current user accunt fr the prcess will be used when cnnecting:. When the installer perfrms tasks that require cnnecting t the instance such as creating the database, database user, and database schema r when upgrading the schema it will use the credentials fr the user accunt that launched the installer. When the Mail Express Server cnnects t the database, it will use the credentials f the "Lg n" accunt that is cnfigured t run the Mail Express Server Windws service. T specify the accunt that Mail Express Server service is t lg n as 1. Click Start, click in the Start Search bx, type the fllwing text, then press ENTER: services.msc 2. In the details pane, right-click the Mail Express Server service, and then click Prperties. 20

21 Installing and Uninstalling Mail Express 3. Click the Lg On tab, and then d ne f the fllwing: T specify that the service uses the Lcal System accunt, click Lcal System accunt. (Set by default.) T specify that the service uses the Lcal Service accunt, click This accunt, and then type NT AUTHORITY\LcalService. T specify that the service uses the Netwrk Service accunt, click This accunt, and then type NT AUTHORITY\NetwrkService. T specify anther accunt, click This accunt, click Brwse, and then specify a user accunt in the Select User dialg bx. When yu are finished, click OK. Type the passwrd fr the user accunt in the Passwrd and Cnfirm passwrd bxes and then click OK. If yu select the Lcal Service accunt r Netwrk Service accunt, d nt type a passwrd. T cnfigure hw a service is started using the cmmand line Yu can als manage services using the sc cnfig cmmand. Fr mre infrmatin abut the ptins available, pen a cmmand prmpt and type sc cnfig /?. Fr examples and detailed descriptins f the cmmand-line ptins, see the cmmand-line reference at Internal SQL Server 2008 R2 Express Instance Fr new installatins yu can use an internal evaluatin SQL Server 2008 R2 Express database instance. When selected, the installer will autmatically install the database instance with an instance name f "MailExpress" and a database name f "MAILEXPRESS". The initial Mail Express Server administratr passwrd specified during installatin will be used fr the "sa" accunt passwrd. Additinally, the installer will create a database user accunt fr use by the Mail Express Server. The username and passwrd fr this accunt will match the initial Mail Express administratr passwrd. Only the Database Engine and limited cnfiguratin tls are installed. The tls include the "SQL Server Cnfiguratin Manager." The fllwing services are installed: SQL Server (MAILEXPRESS) The Mail Express Database Instance. SQL Server Agent (MAILEXPRESS) This service is disabled by default and nt used by Mail Express. SQL Server Brwser the brwser service used t lcate the MAILEXPRESS database instance when using dynamic TCP/IP prts. SQL Server VSS Writer TCP/IP Settings The Mail Express Server uses Java Database Cnnectivity (JDBC) and the SQL Server JDBC driver t cmmunicate with the database. This driver uses TCP/IP t cnnect t the database s the MAILEXPRESS SQL Server database instance is installed with TCP/IP supprt enabled. Fr enhanced security, the TCP/IP settings are cnfigured t nly listen fr cnnectins frm the lcal machine, using the lcalhst interface ( ). T allw remte cnnectins r t mdify the cmmunicatins settings, use the SQL Server Cnfiguratin Manager. Additinal Service Dependency When the internal evaluatin database is used, the Mail Express Server installer will autmatically create an additinal service dependency fr the Mail Express Server Windws service n the SQL Server Database instance Windws Service - "SQL Server (MAILEXPRESS)." 21

22 Mail Express User Guide v3.2 External SQL Server 2008 R2 Instance The installer allws yu t cnfigure the Mail Express Server t use a pre-existing external SQL Server 2008 R2 Instance. Yu can instruct the installer t either create a new database and user n an existing external instance r t use an existing database and database user. In this case, the installer will simple create the necessary database bject and default data within the existing database. This ptin is prvided fr users that prefer mre manual cntrl ver the database creatin. Required Settings Fr prper peratin the Mail Express Server requires the fllwing attributes f the instance, database, and database user accunt used by the Mail Express Server: The TCP/IP Prtcl must be enabled fr cnnectins t the SQL Server instance The database must use a case sensitive cllatin The database "ALLOW_SNAPSHOT_ISOLATION" setting must be ON The database "READ_COMMITTED_SNAPSHOT" setting must be ON The database user s default schema shuld be set t "db" By default the database user s "Database rle membership" will be set t "dbwner"; hwever, because the Mail Express Server des nt mdify the database DDL during the curse f peratin, the "Database rle membership" may be ptinally lcked dwn t "dbdatareader" and "dbdatawriter" after initial installatin. Nte, hwever, that during subsequent upgrades, the database user used during the upgrade must have permissin t mdify the database DDL. As such, prvisin is prvided in the upgrade sequence f the installer t specify an alternate user t use fr perfrming the actual upgrade. Alternatively, yu may temprarily grant the nrmal Mail Express Server database user the right t mdify the database DDL fr the curse f the upgrade. Database Creatin Example The fllwing sample SQL statements will create the database. The cllatin name shuld be adjusted depending n the desired database language. (Case-sensitive cllatin is required. Case-sensitive cllatins typically include "_BIN" (fr Binary) r "_CS" (fr Case Sensitive) in the cllatin identifier. Yu shuld avid using cllatins whse identifier cntains "_CI" (fr Case Insensitive).) CREATE DATABASE "MAILEXPRESS" COLLATE SQL_Latin1_General_CP1_CS_AS ALTER DATABASE "MAILEXPRESS" SET ALLOW_SNAPSHOT_ISOLATION ON ALTER DATABASE "MAILEXPRESS" SET READ_COMMITTED_SNAPSHOT ON Database User Creatin Example The fllwing sample statements will create the database user: CREATE LOGIN "medatabase" WITH PASSWORD=' Hv2rKQ8n2NVM', DEFAULT_DATABASE="MAILEXPRESS", CHECK_EXPIRATION=OFF, CHECK_POLICY=OFF USE "MAILEXPRESS"; CREATE USER "medatabase" FOR LOGIN "medatabase" WITH DEFAULT_SCHEMA=db USE "MAILEXPRESS"; EXEC sp_addrlemember 'db_wner', "medatabase" 22

23 Installing and Uninstalling Mail Express Installing Mail Express Server This tpic prvides infrmatin abut installing Mail Express Server. Fr infrmatin abut installing the Outlk Add-In, refer t Installing the Outlk Add-In. Befre beginning installatin, please review the fllwing imprtant infrmatin: Mail Express versin 3.0 and later d nt supprt upgrading frm Mail Express v2.2. The installer will abrt the installatin if it finds Mail Express 2.2 installed. Yu must uninstall Mail Express versin 2.2 befre cntinuing with installatin f versin 3.0. Separate installers are prvided fr 32-bit and 64-bit installatins. Please use the prper installer fr yur perating system. mail-express-windws-x86-32.exe is the installer fr use n 32-bit systems. mail-express-windws-x86-64.exe is the installer fr use n 64-bit systems. Yu must run the installer with administrative privileges. When the installer is executed, it checks fr permissin and abrts the installatin if yu d nt have the prper permissin. The installer installs Mail Express Server, the Java Runtime Envirnment (JRE), Apache Tmcat (webserver), and, ptinally, SQL Server 2008 R2 Express. If yu are installing SQL Server 2008 R2 Express: SQL Server 2008 R2 Express requires that.net Framewrk 3.5 SP1 is already installed, as stated in the system requirements. The installer will nt prceed with installatin if the prper versin f.net Framewrk is nt fund and if the cmputer was nt rebted after.net was installed. SQL Server 2008 R2 Express uses TCP/IP t cnnect t the database s the MAILEXPRESS SQL Server database instance is installed with TCP/IP supprt enabled. Fr enhanced security, the TCP/IP settings are cnfigured t listen fr cnnectins frm the lcal cmputer nly, using the lcalhst interface ( ). T allw remte cnnectins r t mdify the cmmunicatins settings, use the SQL Server Cnfiguratin Manager. A database instance with an instance name f MAILEXPRESS is created when yu use the Mail Express installer t install the database. The installer creates the database and creates the Mail Express database user with the username and passwrd supplied during installatin. Only the SQL Server Express Database Engine and limited cnfiguratin tls are installed, including the SQL Server Cnfiguratin Manager. Installing SQL Server 2008 R2 Express is ptinal. SQL Server Express is ffered nly fr evaluatin purpses; it is nt recmmended fr prductin. Service Dependencies: During installatin, the installer will autmatically create service dependencies fr the Mail Express Server Windws service n "Afd The Ancillary Functin Driver fr WinSck" and "Tcpip The TCP/IP service." These service dependencies are created t ensure the Mail Express Server is nt started until the netwrking layer r the perating system is peratinal. An installer wizard guides yu thrugh the installatin prcess. Yu will need t prvide the fllwing infrmatin: Installatin directry (default = \Prgram Files\GlbalSCAPE\Mail Express) File stre directry (default = \<Installatin_Directry>\MailExpressAttachments). This directry will be used t stre attachments, frequently, very large attachments. Ensure this lcatin can prvide adequate disk strage fr upladed attachments. 23

24 Mail Express User Guide v3.2 Initial Mail Express administratr accunt username (1-128 characters) and passwrd (6-128 characters). The passwrd must cntain at least three f the fllwing types f characters: uppercase letters, lwercase letters, numbers, special characters (e.g., #, %, ^). This accunt will be used fr the initial lg in t the Mail Express Administratin Prtal and finalize the initial system cnfiguratin. D nt use an Active Directry (AD) username as the Mail Express administratr accunt, as this may cause later cllisins between internal Mail Express accunts and AD accunts. Chse and type the passwrd carefully--if yu d nt knw yur passwrd at initial lgin, yu will nt be able t lg in and will have t uninstall and then reinstall the applicatin. After yu lg in t the server, yu will have the pprtunity t change the passwrd and t create ther administratr accunts. Using a UNC path t netwrk lcatins requires running the Mail Express Server Windws service under a true user accunt instead f Lcal System. By default, Lcal System accunt des nt have access t netwrk paths, and giving it access is nt recmmended. If yu are cnnecting t a remte SQL Server database (supprted in v3.2 and later), yu will need the database cnnectin infrmatin (hst name, prt, privileged user credentials). All ther cnfiguratin, such as licensing, IP address/hstname, prt, and s n is cnfigured in the Web administratin interface after installatin. Befre installing, refer t System Requirements. If the system requirements are nt met, the installer will fail. Fr instructins fr uninstalling the server, refer t Uninstalling Mail Express Server. The SQL Server Express prtin f the installatin can be quite time cnsuming. T install Mail Express Server 1. Review the imprtant infrmatin abve befre starting the installatin. Nt reading and heeding the infrmatin abve culd cause yur installatin t fail. 2. If Mail Express versin 2.2 is installed, uninstall it befre cntinuing with the installatin f versin 3.0 r later. 3. Duble-click the installer. The Welcme page appears. 24

25 Installing and Uninstalling Mail Express 4. Click Next. The License Agreement appears. 5. Read the license agreement, then click I agree. The Chse Install Lcatin page appears. 6. Specify a lcatin fr Mail Express Server, r keep the default f C:\Prgram Files\GlbalSCAPE\Mail Express. 7. Click Next. The Chse Attachment Flder page appears. 25

26 Mail Express User Guide v Specify a lcatin in which t stre file attachments, r keep the default f C:\Prgram Files\GlbalSCAPE\Mail Express\MailExpressAttachments. This flder ptentially requires a large amunt f available space. Using a UNC path t netwrk lcatins requires running the Mail Express Server Windws service under a true user accunt instead f Lcal System. By default, Lcal System accunt des nt have access t netwrk paths, and giving it access is nt recmmended. D nt use a mapped drive fr the file strage lcatin. 9. Click Next. The Chse Start Menu Flder page appears. 10. Click Next. The Mail Express Server Administratin Accunt page appears. 26

27 Installing and Uninstalling Mail Express In the Username bx, prvide a username (1-128 characters) t use when administering and mnitring Mail Express Server. The username is case-sensitive. D nt use an Active Directry (AD) username as the Mail Express administratr accunt, as this may cause later cllisins between internal Mail Express accunt s and AD accunts. In the Passwrd and Cnfirm Passwrd bx, prvide a passwrd (6-128 characters) t use when administering and mnitring Mail Express Server. The passwrd is case sensitive, shuld be between 6 and 128 characters, and must cntain at least three f the fllwing types f characters: uppercase letters, lwercase letters, numbers, special characters (e.g., #, %, ^). If the passwrd des nt meet cmplexity requirements, an errr message appears. Chse and type the passwrd carefully; if yu d nt knw yur passwrd at initial lgin, yu will nt be able t lg in and will have t uninstall and then reinstall the applicatin. After yu lg in t the server, yu will have the pprtunity t change the passwrd and t create ther administratr accunts. In the Address bx, prvide the address that will receive Mail Express administratin ntificatins. 11. Click Next. The Chse Database Server page appears. 27

28 Mail Express User Guide v Chse whether t install the evaluatin database use an existing database, then fllw ne f the three prcedures (a, b, r c) in the table belw t install the evaluatin database, use an existing database, r create a new database. Type f database t install Prcedure a. Evaluatin database Click Install SQL Server 2008 R2 Express Editin, then click Install. (The Next buttn changes t Install if yu chse this ptin.) 1. Click Use an existing SQL Server r SQL Server Express, then click Next. The b. Existing database Chse New r Existing Database page appears. Use this ptin t have the installer initialize an existing database and cnfigure the Mail Express Server t use the database. Yu shuld use this ptin if yu have already manually created the database and database user accunt fr use by the Mail Express Server, r if yu have previusly used the Mail Express Server Installer t create a database. Yu will need t prvide the installer with the database cnnectin infrmatin and user accunt credentials fr the existing database and database user. 2. Click Use an existing database. The Cnfigure Database Server Cnnectin Settings page appears. 28

29 Installing and Uninstalling Mail Express Type f database t install Prcedure 3. Prvide the cnnectin infrmatin: Database server hst name (255 characters is the maximum length fr a SQL Server hstname) Database server prt: This ptin is disabled by default and the value defaults t 1433 (the default SQL Server listener prt). When enabled, the prt value is required and must be between 1 and If yu are nt running the SQL Server Brwser Service and nt using the default prt, then yu need t specify the prt. Database instance name: This ptin is enabled by default and the value defaults t "MSSQLSERVER." When enabled, the instance name is required and must be between 1 and 128 characters. If yu have nt specified a prt but are running the SQL Server Brwser service, then yu need t specify the database instance name s that the brwser service can be queried fr the crrect prt. "MSSQLSERVER" is the default instance name fr an SQL Server 2008 R2 installatin. Authenticatin mde: Use SQL Server authenticatin when cnnecting as the privileged user accunt, which is the default. When SQL Server authenticatin is selected, yu must specify the username and passwrd fr the privileged user accunt t use when cnnecting t the database. When Windws authenticatin is selected, the installer will use the active Windws user accunt when cnnecting t the database. (The "active Windws user accunt" is the accunt running the installer.) Lgin name and passwrd: The credentials Mail Express is t use t lg in t the database. When Windws authenticatin is selected these fields are disabled. 4. (Optinal) T verify that Mail Express will be able t cnnect t the database using these settings click Test. a. If the cnnectin is successful, click OK t dismiss the success message. b. If the cnnectin fails, click OK t dismiss the errr message and then verify that yu have entered the cnfiguratin crrectly. 5. Click Install. 29

30 Mail Express User Guide v3.2 Type f database t install c. Create a new database Use this ptin t have the installer create a new database and database user within an existing SQL Server Instance. The installer will als initialize the database and cnfigure the Mail Express Server t use the newly created database user when cnnecting t the database. Yu will need t prvide the installer with the SQL Server Instance cnnectin infrmatin and user credentials fr an accunt, such as the "sa" accunt, that has privileges t create the database and database user. The installer will use these credentials t create the new database, database user, and database bjects. Prcedure 1. Click Use an existing SQL Server r SQL Server Express, then click Next. The Chse New r Existing Database page appears. 2. Click Create a new database. The Cnfigure Database Server Cnnectin Settings page appears. 3. On the Cnfigure Database Server Cnnectin Settings page, prvide the database instance cnnectin infrmatin: Database server hst name (255 characters is the maximum length fr a SQL Server hstname) Database server prt: This ptin is disabled by default and the value defaults t 1433 (the default SQL Server listener prt). When enabled, the prt value is required and must be between 1 and If yu are nt running the SQL Server Brwser Service and nt using the default prt, then yu need t specify the prt. Database instance name: This ptin is enabled by default and the value defaults t "MSSQLSERVER." When enabled, the instance name is required and must be between 1 and 128 characters. If yu have nt specified a prt but are running the SQL Server Brwser service, then yu need t specify the 30