Setup Guide Revision B. McAfee SaaS Archiving for Microsoft Exchange Server 2010

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1 Setup Guide Revision B McAfee SaaS Archiving for Microsoft Exchange Server 2010

2 COPYRIGHT Copyright 2015 McAfee, Inc., 2821 Mission College Boulevard, Santa Clara, CA 95054, , TRADEMARK ATTRIBUTIONS Intel and the Intel logo are registered trademarks of the Intel Corporation in the US and/or other countries. McAfee and the McAfee logo, McAfee Active Protection, McAfee DeepSAFE, epolicy Orchestrator, McAfee epo, McAfee EMM, McAfee Evader, Foundscore, Foundstone, Global Threat Intelligence, McAfee LiveSafe, Policy Lab, McAfee QuickClean, Safe Eyes, McAfee SECURE, McAfee Shredder, SiteAdvisor, McAfee Stinger, McAfee TechMaster, McAfee Total Protection, TrustedSource, VirusScan are registered trademarks or trademarks of McAfee, Inc. or its subsidiaries in the US and other countries. Other marks and brands may be claimed as the property of others. LICENSE INFORMATION License Agreement NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETS FORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOU HAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANY YOUR SOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR A FILE AVAILABLE ON THE WEBSITE FROM WHICH YOU DOWNLOADED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE TERMS SET FORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OF PURCHASE FOR A FULL REFUND. 2 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

3 Contents Preface 5 About this guide Audience Conventions What's in this guide Find McAfee SaaS service documentation About Archiving for Microsoft Exchange Server 7 The role of envelope journaling in archiving messages Associating messages with users in Archiving Archiving historical messages Supported versions of Exchange Server Preparing for setup Setting up the journaling feature 11 Add a new journaling mailbox Enable standard journaling Set up premium journaling Setting journal mailbox parameters 23 Hide the journal mailbox from Exchange address lists Hide the journal mailbox using Exchange Management Console Hide the journal mailbox using Exchange Management Shell Prevent mail from going directly to the journal mailbox Prevent mail using Exchange Management Console Prevent mail using Exchange Management Shell Remove storage limits on the journal mailbox Setting up TLS on Exchange Server 29 Verify that your Exchange Server is using TLS with POP3 and IMAP Telnet to your Exchange Server by disabling POP3 authentication Index 31 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 3

4 Contents 4 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

5 Preface This guide provides the information you need to configure, use, and maintain your McAfee SaaS service. Contents About this guide Find McAfee SaaS service documentation About this guide This information describes the guide's target audience, the typographical conventions and icons used in this guide, and how the guide is organized. Audience McAfee SaaS documentation is carefully researched and written for the target audience. The information in this guide is intended primarily for: Administrators People who configure and manage specific features of a service. Users People who use features of a service to view and manage their own information. Conventions This guide uses the following typographical conventions and icons. Book title or Emphasis Title of a book, chapter, or topic; introduction of a new term; emphasis. Bold User input or Path Code Text that is strongly emphasized. Commands and other text that the user types; the path of a folder or program. A code sample. User interface Hypertext blue Words in the user interface including options, menus, buttons, and dialog boxes. A live link to a topic or to a web site. Note: Additional information, like an alternate method of accessing an option. Tip: Suggestions and recommendations. Important/Caution: Valuable advice to protect your computer system, software installation, network, business, or data. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 5

6 Preface Find McAfee SaaS service documentation What's in this guide This guide is organized to help you find the information you need. It's divided into functional parts intended to support the goals you need to accomplish when using your McAfee SaaS service. Each part is further divided into chapters that group relevant information together by feature and associated tasks, so you can go directly to the topic you need to successfully accomplish your goals. Find McAfee SaaS service documentation McAfee provides the information you need during each phase of service implementation, from setup to daily use and troubleshooting. After a service update is released, information is added to the McAfee SaaS and Web Security Support site. Task 1 Go to the McAfee SaaS and Web Security Support page at 2 Under Knowledge Base, click Reference Materials. 3 Under Reference Materials, scroll down to access information that you need: Service Enhancements and Release Notes Training Materials Service Reference Guides 6 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

7 1 About 1 Archiving for Microsoft Exchange Server The McAfee SaaS Archiving service stores messages from a journal mailbox on your Microsoft Exchange Server and associates those messages with user accounts. Users can then log on to the Control Console and view their archived messages. Additionally, Archiving allows you to store all of your previously sent and received messages using a historical mailbox. Contents The role of envelope journaling in archiving messages Associating messages with users in Archiving Archiving historical messages Supported versions of Exchange Server 2010 Preparing for setup The role of envelope journaling in archiving messages Archiving requires that you enable the envelope journaling feature of your Microsoft Exchange Server. The journaling feature of Exchange Server creates a copy or journal of all messages that are sent or received by the server. Using envelope journaling ensures that the BCC and distribution list recipients are captured and archived in addition to the primary sender and recipient. After journaling is enabled, the Exchange Server sends copies of all to a dedicated mailbox called the journal recipient mailbox. From here, the Archiving service can retrieve your and archive it. Archiving stores messages for a user even after that user has been removed from the Active Directory and the Exchange Server. Associating messages with users in Archiving Archiving automatically associates newly archived messages with user accounts in the Control Console. This process ensures that individual users are able to view their archived messages in the Archiving tab of the Control Console. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 7

8 1 About Archiving for Microsoft Exchange Server Archiving historical messages Archiving historical messages You can archive older, historical messages in addition to your active mail accounts. This involves a completely different process and does not use journaling. Historical messages include all of the messages that were on your mail server prior to setting up Archiving. In order to archive these messages you can do one of the following: Pay for the Managed Import Service. You can ask your sales representative for details. Upload historical messages by setting up a designated historical mail source in the Control Console. There is no extra charge. If you choose to upload historical messages, you should complete these activities: Create a user mailbox on the Exchange Server and place your historical messages into the inbox. Set up a Historical Mail Source in the Control Console and connect it to your historical mailbox. Enable the Historical Mail Source and messages placed into the inbox of your historical mailbox are automatically imported into Archiving. After they are archived, your messages are deleted from the mailbox. Messages in subfolders, however, are not imported. For more information, see the McAfee SaaS Archiving Administrator Guide or the Control Console Help. Do not turn on journaling for your historical mailbox. Supported versions of Exchange Server 2010 You should have one of the following versions of Microsoft Exchange Server 2010: Exchange Server 2010 Standard Edition Exchange Server 2010 Enterprise Edition Running a mixed Exchange Server environment is not recommended or supported. Interoperability limitations between different versions of Exchange Server can adversely affect journaling. Preparing for setup Be sure to complete the following tasks before setting up the journaling feature in Exchange Server. You must add your users on the Control Console before you set up Archiving and the journaling feature of Exchange Server. If you don't add your users first, then the Customer Administrator will be the only user role with access to the archive. Check with your Firewall/Intrusion Prevention System vendor to verify that the Archiving service IP address space is able to communicate with your network. We recommend setting the maximum message size in Exchange Server to 50 MB, since the maximum message size that Archiving can store is 50 MB. 8 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

9 About Archiving for Microsoft Exchange Server Preparing for setup 1 Select a journaling type. There are two types of journaling: Standard This type is easier to implement and allows you to quickly enable journaling for all the users on a storage database. If you want to archive all of your users, we recommend setting up standard journaling on each of your storage databases. Premium This type is more complex to implement but enables you to set up journaling based on rules. For example, you can enable journaling for specific users on a database. Premium journaling requires that you purchase an Exchange Server Enterprise client access license (CAL). Additionally, you should configure journaling agents on the appropriate Hub Transport servers. IMAP is the recommended protocol for all setup activities in Archiving. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 9

10 1 About Archiving for Microsoft Exchange Server Preparing for setup 10 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

11 2 Setting 2 up the journaling feature Contents Add a new journaling mailbox Enable standard journaling Set up premium journaling Add a new journaling mailbox Set up a journaling mailbox for use with Archiving. Complete these steps when setting up both standard and premium journaling. Task 1 Start the Exchange Management Console on the mailbox server. 2 Click to expand Recipient Configuration and then click Mailbox. 3 Under Mailbox in the Actions panel, click New Mailbox. 4 Select User Mailbox and click Next. Figure 2-1 New Mailbox Introduction McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 11

12 2 Setting up the journaling feature Add a new journaling mailbox 5 Select New User and click Next. Figure 2-2 New Mailbox User Type 6 Under User Information, complete the following: a Enter a name in the First name and Last name fields. b Edit the Name field as necessary. 12 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

13 Setting up the journaling feature Add a new journaling mailbox 2 c d Enter a log on name in the User logon name (User Principal Name) field. Type and confirm a password in the Password and Confirm password fields. This is the user logon name and password you will use to set up a mail source in Archiving. Figure 2-3 New Mailbox - User Information 7 Click Next. 8 Under Mailbox Settings, enter an alias for the mailbox user in the Alias field. Figure 2-4 New Mailbox Mailbox Settings McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 13

14 2 Setting up the journaling feature Add a new journaling mailbox 9 Click Next. 10 Under Archive Settings make no changes and click Next. Figure 2-5 New Mailbox - Archive Settings 11 Review the Configuration Summary and click New to create the mailbox. Figure 2-6 New Mailbox - Configuration Summary 12 Click Finish. 14 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

15 Setting up the journaling feature Enable standard journaling 2 Enable standard journaling Enable standard journaling by turning it on for each database. After it is enabled, standard journaling applies to all of the mailboxes on a server. This task is required for setting up standard journaling. Do not complete this task if you are setting up premium journaling. Task 1 Start the Exchange Management Console on the mailbox server where you are enabling standard journaling. 2 Click to expand Organization Configuration, then click Mailbox. 3 Under the Database Management tab in the Mailbox panel, double-click the database name to open the Properties window. Figure 2-7 Organization Configuration Mailbox McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 15

16 2 Setting up the journaling feature Enable standard journaling 4 Click the Maintenance tab. Figure 2-8 Mailbox Database Properties 16 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

17 Setting up the journaling feature Enable standard journaling 2 5 Select the Journal Recipient checkbox and then click Browse to select a recipient. Figure 2-9 Mailbox Database Properties Maintenance McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 17

18 2 Setting up the journaling feature Set up premium journaling 6 Select the journal recipient mailbox and click OK. Figure 2-10 Select Recipient 7 Click OK to complete the process. All journaled messages for users on this mailbox database are sent to the journal mailbox. Set up premium journaling Add journal rules to enable the premium journaling options on those clients with Enterprise Edition Licensing CALs. This task is required for setting up premium journaling. Do not complete this task if you are setting up standard journaling. Task 1 Enable the journaling agent on the Hub Transport server. a From the Start menu, select All Programs Microsoft Exchange Server 20xx Exchange Management Shell. b c To determine whether or not the journaling agent is enabled, enter: Get-TransportAgent If no agent name is returned, the agent is not enabled. To enable the agent, enter: Enable-TransportAgent -Identity "Journaling agent" 2 Open the Exchange Management Console on your Hub Transport Server. 3 Click to expand Organization Configuration, then click Hub Transport. 18 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

19 Setting up the journaling feature Set up premium journaling 2 4 In the Hub Transport panel, select Journal Rules. Figure 2-11 Hub Transport Journal Rules 5 In the Hub Transport section of the Actions panel, click New Journal Rule. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 19

20 2 Setting up the journaling feature Set up premium journaling 6 Configure a new journal rule: Rule name Enter a name to easily identify the new rule. Send Journal reports to address Click Browse and select the name of the journal mailbox. Journal messages for recipient Click Browse to select the recipient of the journal messages. Figure 2-12 New Journal Rule 7 Click New. 8 Click Finish. Figure 2-13 New Journal Rule Completion 20 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

21 Setting up the journaling feature Set up premium journaling 2 All journaled messages for users on this Hub Transport server are now sent to the journal mailbox. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 21

22 2 Setting up the journaling feature Set up premium journaling 22 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

23 3 3 Setting journal mailbox parameters Contents Hide the journal mailbox from Exchange address lists Prevent mail from going directly to the journal mailbox Remove storage limits on the journal mailbox Hide the journal mailbox from Exchange address lists You should hide the journal recipient mailbox from Exchange address lists in order to prevent it from receiving mail directly. The journal mailbox should only be used for archiving purposes. You can complete this task using either the Exchange Management Console or the Exchange Management Shell. Tasks Hide the journal mailbox using Exchange Management Console on page 23 Hide the journal mailbox using Exchange Management Shell on page 24 Hide the journal mailbox using Exchange Management Console Task 1 Start the Exchange Management Console on the mailbox server. 2 Click to expand Recipient Configuration and then double-click the journal mailbox to open the Properties window. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 23

24 3 Setting journal mailbox parameters Prevent mail from going directly to the journal mailbox 3 Select Hide from Exchange address lists. Figure 3-1 Mailbox Properties Hide from Exchange address lists 4 Click OK to complete the process. Hide the journal mailbox using Exchange Management Shell Task 1 From the Start menu, select All Programs Microsoft Exchange Server 20xx Exchange Management Shell. 2 Type Set-Mailbox journalmailbox -HiddenFromAddressListsEnabled $true. Where journalmailbox is the name of your journal mailbox. Prevent mail from going directly to the journal mailbox You should remove the journal recipient mailbox from the Global Address List in order to keep it from receiving mail directly. The journal mailbox should only be used for archiving purposes. You can complete this task using either the Exchange Management Console or the Exchange Management Shell. 24 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

25 Setting journal mailbox parameters Prevent mail from going directly to the journal mailbox 3 Tasks Prevent mail using Exchange Management Console on page 25 Prevent mail using Exchange Management Shell on page 26 Prevent mail using Exchange Management Console Task 1 Start the Exchange Management Console on the mailbox server. 2 Click to expand Recipient Configuration, then double-click the journal mailbox to open the Properties window. 3 Select Mail Flow Settings. Figure 3-2 Mailbox Properties Mail Flow Settings McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 25

26 3 Setting journal mailbox parameters Remove storage limits on the journal mailbox 4 Double-click Message Delivery Restrictions to set your configuration options. Figure 3-3 Message Delivery Restrictions 5 Select Only senders in the following list. 6 Click Add to open the Select Recipient window. 7 Select a recipient, then click OK. 8 Click OK to complete the process. Prevent mail using Exchange Management Shell Task 1 From the Start menu, select All Programs Microsoft Exchange Server 20xx Exchange Management Shell. 2 Type Set-Mailbox journal mailbox -AcceptMessagesOnlyFrom journal mailbox. Where journal mailbox is the name of your journal mailbox. Remove storage limits on the journal mailbox Although Archiving removes messages from the journal mailbox after they have been archived, there might be delays. This can cause a temporary buildup in the journal mailbox. If you have previously set a limit to the size of the journal mailbox, this setting might inadvertently cause 26 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

27 Setting journal mailbox parameters Remove storage limits on the journal mailbox 3 messages to be removed before they can be archived. As a result, you should consider removing storage limits that can affect the journal mailbox. Before you begin Set up your journal recipient mailbox before completing this task. Task 1 Start the Exchange Management Console on the mailbox server. 2 Click to expand Recipient Configuration and then double-click the journal mailbox to open the Properties window. 3 Select Mailbox Settings. Figure 3-4 Mailbox Properties Mailbox Settings McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 27

28 3 Setting journal mailbox parameters Remove storage limits on the journal mailbox 4 Double-click Storage Quotas. Figure 3-5 Storage Quotas 5 Deselect all of the options under Storage Quotas and Deleted item retention, and then click OK. 6 Click OK to complete the process. 28 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

29 4 Setting 4 up TLS on Exchange Server Transport Layer Security (TLS) is an encryption protocol that provides secure communications on the internet for such things as web browsing, , internet faxing, instant messaging, and other data transfers. Archiving supports TLS, allowing you to enhance the security of your outbound journaled messages. Using TLS is not required. Archiving uses a TLS certificate to authenticate your Exchange Server. It then automatically accepts the encrypted messages as they are transported from Exchange Server, decrypts the messages, and stores them using a 256-bit encryption method. You can find detailed information about setting up TLS for Exchange Server on the Microsoft website: Contents Verify that your Exchange Server is using TLS with POP3 and IMAP4 Telnet to your Exchange Server by disabling POP3 authentication Verify that your Exchange Server is using TLS with POP3 and IMAP4 Secure POP3 and IMAP4 access with TLS are both enabled by default. However, you should verify the settings to ensure that both are using SecureLogin. IMAP is the recommended protocol for Archiving. Task 1 On the Exchange Server computer, select Start All Programs Microsoft Exchange Server 20xx Exchange Management Shell to open a command prompt. 2 Type Get-POPsettings. 3 Verify that the LoginType field is set to SecureLogin. UnencryptedOrTLSBindings SSLBindings LoginType X509Certifcate Name {:::110, :110} {:::995, :995} SecureLogin w Type Get-IMAPsettings. McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 29

30 4 Setting up TLS on Exchange Server Telnet to your Exchange Server by disabling POP3 authentication 5 Verify that the LoginType field is set to SecureLogin. UnencryptedOrTLSBindings SSLBindings LoginType X509Certifcate Name {:::143, :143} {:::993, :993} SecureLogin w Close the command prompt. Telnet to your Exchange Server by disabling POP3 authentication It can be useful to connect to Exchange Server using Telnet. However, it is not possible to Telnet on port 110 when the POP3 LoginType is set to SecureLogin. To Telnet, you will need to change your POP3 Authentication settings to Plain text logon (Basic Authentication) and connect without TLS. When you attempt to login with Telnet you may see an error message: +OK The Microsoft Exchange POP3 service is ready. User username -ERR Command is not valid in this state. When this occurs you should change your settings. Task 1 Change your POP3 authentication settings. a Start the Exchange Management Console. b c d e f Expand Server Configuration and click Client Access. Click POP3 and IMAP4. From the list, double-click POP3 to open the POP3 Properties dialog box. Click Authentication and select Plain text login (Basic Authentication). Click OK. 2 Restart the POP3 service. a Select Start All Programs Administrative Tools Services. b Right-click Microsoft Exchange POP3 and click Restart. 3 Start a new Telnet session. a Open a command prompt and type Telnet example_hostname 110. b c Type USER example_user_name. Type PASS example_password. 30 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide

31 Index A About this guide 5 Audience 5 C Conventions 5 F Find documentation 6 W What's in this guide 6 McAfee SaaS Archiving for Microsoft Exchange Server 2010 Setup Guide 31

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