1 Sendio System Protection Appliance Quick Start Guide Sendio Hosted Sendio 6.x and 7.x Sendio, Inc Birch St, Suite 150 Newport Beach, CA USA
2 QUICK START GUIDE SENDIO HOSTED This Quick Start Guide will help get your new Sendio Hosted Service instance up and running quickly. It assumes you have experience configuring servers and firewalls. Read this entire guide to understand this process. In addition to this Quick Start Guide, the Administration Manual, Continuity Administration Manual, and User Guide are helpful for learning to use the product. All documentation is available at NOTE: If you are using Microsoft Office 365 for your hosting, see APPENDIX A: SENDIO AND MICROSOFT OFFICE 365 on page 9 for additional details. OVERVIEW With the Sendio Hosted Service, you can manage your entire protection solution from a web-based interface, with no on-site hardware to manage. Your solution is served via a Tier 3 data center, with highly redundant hardware, power, and Internet bandwidth. Inbound s route through your Sendio-hosted instance automatically via an MX record entry in public DNS. Outbound s route through Sendio (if desired) via a Smarthost or relay setting in your mail server. All Sendio-hosted customers are provided a dedicated public IP address for flows for maximum control. This Quick Start Guide covers the following steps. 1. Determining the IP addresses, user names and passwords of various systems and accounts 2. Modifying your firewall settings 3. Verifying SMTP communications 4. Using the web interface to configure directory services 5. Entering your mail server public IP address into the System/Internal Mail Host field 6. Set Sender Host Addresses for outbound 7. Setting the directory auto-synchronization schedule 8. Granting Administrator access to one or more users 9. Change the sysconfig password 10. Setting Contacts 11. Routing traffic through Sendio NOTE: Some steps in this guide require you to use PuTTY for SSH connections to Sendio. Before proceeding, download the free PuTTY software client from to your computer, and then use it for SSH connections to Sendio as directed in this guide. STEP 1: IP ADDRESSES AND ACCOUNTS AND LOGIN INFORMATION Gather the following information: Public IP address of your internal server Public IP address of your directory server (Note: Your directory server may not be currently accessible on a public IP address and this will need to be changed in your firewall. For more information, see Modifying Your Firewall Settings ) User name and password for accessing your directory server for Sendio LDAP synchronization (a user account with read-only access to all users and groups, and a password that does not expire are required) Login URL, Administrator Login ID, and password for your Sendio Hosted instance (provided after your purchase) Public IP address for your Sendio Hosted Instance (provided after your purchase) Host name of your Sendio-hosted instance, which is used for the MX record and Smarthost (provided after your purchase) PAGE 2
3 SENDIO HOSTED QUICK START GUIDE STEP 2: FIREWALL MODIFICATIONS Certain ports must be open to ensure proper operation, as shown below. Port Direction Origin Destination Usage TCP 25 In Public IP of your Sendio Hosted Instance TCP 3268 (see Notes 1 and 2) TCP 389 (see Notes 1 and 2) TCP 636 (see Notes 1 and 2) In In In Public IP of your Sendio Hosted Instance Public IP of your Sendio Hosted Instance Public IP of your Sendio Hosted Instance Destination Mail server Public IP Directory server Public IP Directory server Public IP Directory server Public IP Incoming from Sendio data center User import to Sendio, user single signon support User import to Sendio, user single signon support LDAP over SSL; automatic user import to Sendio, user single sign-on support NOTE 1: Only one of the three TCP ports specified (3268, 389, or 636) is required for access to your directory server. TCP port 3268 is the most common for Microsoft Exchange. TCP port 636 will likely involve extra provisioning steps coordinated with Sendio Tech Support. NOTE 2: If you use a cloud hosting service, such as 1&1, Hostgator, Hosted Exchange, Microsoft Office 365, or Google Apps, you may not have an onsite directory server. If you do not have an on-site directory server, contact Sendio Tech Support for assistance with manual user import steps. STEP 3: VERIFYING SMTP COMMUNICATIONS 1. Launch the Sendio SSH (PuTTY) interface and log in to your hosted instance. Login ID = sysconfig (Note: for this interface, login is not Password = same password as the web interface. 2. Navigate to Network Diagnostics. 3. Scroll down to the Test section. 4. In SMTP Server, enter your mail server public IP address. 5. In To, enter a valid address for your domain. 6. Click Run Diagnostic Test, and confirm that is received by the person whose address you entered in To in the previous step. Test PAGE 3
4 QUICK START GUIDE SENDIO HOSTED STEP 4: DIRECTORY SERVICES 1. Open a web browser and navigate to the Sendio web interface (for example, 2. When the dialog box opens, type and the password provided by Sendio. 3. In the Sendio web interface, click the Domains menu option to show the Domains page, click the New button to open a pop-up window, enter the domain to be protected by the Sendio appliance (domain.com), and click the Create button. 4. Repeat for multiple domains. 5. Create a Synchronization User on your directory server. 6. Using the Sendio web interface, click the Directories menu option to show the Directories page, and click the New button to open the pop-up window. 7. Enter the IP address of the directory server. 8. Select the Directory Type. 9. Verify the Port number. Microsoft Active Directory defaults to port 3268, while other LDAP servers default to port Click the Fetch DNs button and select the appropriate Base DN. 11. For most installations, the Base DN will suffice and no OU is required. This ensures that all addresses and distribution groups are added properly to Sendio. If desired, select the specific OU that will be synchronized to the Sendio appliance. Web Interface Login Create New Domain EXAMPLE: ou=users, dc=example, dc=com 12. Enter the Synchronization User Login and Password that you gathered in STEP 1. This may require a domain prefix such as mydomain\username. 13. Save your changes. 14. Click the Actions button and select the Synchronize Selected Directories option. 15. After you select Synchronize Selected Directories, a pop-up similar to the one to the right appears. If the pop-up never displays the status Directory Service Available, your firewall may not be configured correctly to allow access from your Sendio hosted instance. If you receive an Authentication Failed error, the Login syntax or password is incorrect. 16. If synchronization succeeds, click Accounts. Within this Accounts section, all users and distribution groups in your company should be displayed. Create New Directory Pop-up After Selecting Synchronize Selected Directories PAGE 4
5 SENDIO HOSTED QUICK START GUIDE NOTE: After your directory is synced, user single sign-on to Sendio will be functional. Any user can then log in to Sendio using the same credentials the user uses to log in to his computer and account (e.g., address and network password). STEP 5: SYSTEM OPTIONS (MAIL SERVER PUBLIC IP) Enter your mail server public IP address, organization name, and preferred time zone. 1. Using the Sendio web interface, click the System > Options tab. 2. Set the Internal Mail Host to the public IP address of your mail server. 3. Set the Organization Name to the company name that will be used in SAV messages. 4. Set the Preferred Time Zone. 5. Save your settings. STEP 6: SENDER HOST ADDRESS FOR OUTBOUND 1. Log in to the Sendio SSH (PuTTY) interface of your hosted instance. Login ID = sysconfig (Note: for this interface, login is not Password = same password as the web interface. 2. After logging in, navigate to Network Configuration. 3. In the Sender Host Addresses field, enter the outbound public IP address for your organization s outbound s. STEP 7: SET AUTOMATIC DIRECTORY SYNCHRONIZATION 1. Log in to the Sendio SSH (PuTTY) interface of your hosted instance. 2. After logging in, navigate to Directory Management. 3. Arrow over to Select Directory and press Enter. Press Enter again to accept default selection. 4. Arrow over to HHMM and remove all letters. Enter time for synchronization in military time format (i.e. 2200). 5. Arrow over the + sign and press Enter to add new synchronization schedule. 6. Save your settings. Directory Synchronization PAGE 5
6 QUICK START GUIDE SENDIO HOSTED STEP 8: SET ADMIN USER 1. Using the Sendio SSH (PuTTY) interface, navigate to the Directory Management section. 2. Arrow over to Press enter or Type Entry. Enter users last name and press Enter. 3. Select the appropriate user with the space bar. Tab to highlight Select and press Enter. 4. Move to Grant Full Admin Access, and then press Enter. 5. Save your settings. 6. Repeat for additional Admins. STEP 9: CHANGE YOUR sysconfig PASSWORD 1. If desired, change the sysconfig password by navigating to the System Configuration section of the Sendio SSH (PuTTY) interface. 2. Enter the new password. NOTE: The password must be between 5 and 8 characters, and contain both letters and numbers. We recommend your password contain 8 characters or more. Admin Users sysconfig Console Password PAGE 6
7 SENDIO HOSTED QUICK START GUIDE STEP 10: SET CONTACTS 1. In the Sendio web interface, click System > Contacts > New to create a System contact entry to accept all from Sendio Support. Use the sendio.com. 2. In the Sendio web interface, review the System > Contacts page and confirm there is a System drop contact to counter spoofing (incoming with sender addresses belonging to your own domain). This was created when you entered the domain name in the Domains section. If you use Cloud-based services such as NETSUITE, Constant Contact, Salesforce, or Blackberry to send that appears as being internal to your organization, create a corresponding System Accept contact (Pre-User). Common System Accepts for Blackberry, for example, are and srs.bis.na.blackberry.com. In some cases, you may choose to remove the anti-spoofing contact. If desired, you can build the initial list of company contacts. In most organizations, an existing list of contacts can be imported into Sendio. From accounting applications to CRM to an Exchange Public Folder, the addresses can be exported to a CSV file that can then be exported into Sendio from Sendio web interface > System > Contacts > Actions > Import Contacts. After creating the CSV of existing contacts, import the CSV into System Contacts. New System Contact Anti-Spoofing Contact STEP 11: ROUTE TRAFFIC THROUGH SENDIO 1. For Inbound traffic routing log into the control panel of your authoritative DNS server and change your MX record to the host name that was provided to you by Sendio (for example, hostname.sendio.com). 2. Confirm that your MX record has been changed and is visible in public DNS by using Enter your domain name and click the MX Lookup icon. 3. Use the Global Views/Inbound Messages of the Sendio web interface to verify that traffic is flowing. It may take 1 hour or more until you see flowing. 4. Send a final test from an external account. When you receive a sender address verification (SAV) , reply to it, and then verify the test message is released from Sendio to your inbox. PAGE 7
8 QUICK START GUIDE SENDIO HOSTED 5. Configure your internal server to route outbound through Sendio. You will tell your mail server to relay to your Sendio host name (for example: hostname.sendio.com). N OTE: If desired, you can route outbound through Sendio several days prior to routing inbound . Outbound sent by any user results in the recipient becoming a Contact for that user automatically, without requiring the Contact to be pre-imported. Refer to the instructions from your internal server manufacturer for details on how to smart-host your server. For Microsoft Exchange, refer to the Exchange Smart Hosting Guide on the Sendio web site ( Congratulations! Your Sendio hosted instance is now configured successfully. For additional information, visit the Documentation Support page ( support/documentation) or submit a support ticket ( PAGE 8
9 SENDIO HOSTED QUICK START GUIDE APPENDIX A: SENDIO AND MICROSOFT OFFICE 365 If you moved your Microsoft Exchange environment to the Microsoft Office 365 cloud solution, refer to this Appendix for additional guidance on the required setup steps for Sendio. User Import and Single Sign-On Hybrid Office 365 If you use a hybrid (or Federated ) setup with Office 365, have Sendio synchronize to the public IP address of your onsite Active Directory Server over TCP port See step 4 of this guide for information about setting up the directory sync and see step 7 for information about automating the directory sync (i.e., to run automatically once per day or more frequently). The directory sync allows for easy and automated import of new users into Sendio. It also allows for single sign-on to Sendio, which allows any user to log in to Sendio using the same credentials that user uses to log in to his computer and account (e.g., address and network password). Non-Hybrid Office 365 If you do not use a hybrid setup with Office 365, manually import users to Sendio by setting up an onboard LDAP directory within your Sendio hosted instance, with users added via a free LDAP software client that you download to your PC or Mac from the following Sendio web site (see the section Open Source LDAP Downloads ): To save time, Sendio can also import your users for you. Send an to with an attachment containing a list of users in a comma-separated value (*.csv) file that has two columns: Example: One column for the person s first name and last name. One column for the address. Joe Smith, Be sure the *.csv file includes all distribution groups that receive from the Internet. Example: Sales, If a person has multiple addresses, add extra columns to the *.csv file as needed. Example: Joe Smith, PAGE 9
10 QUICK START GUIDE SENDIO HOSTED For non-hybrid setups, create user passwords manually as needed: 1. Import your users, and then click Accounts. 2. Find the Account and go to its Details tab. You will see a Create button for a local password. Provide this password to the user, so the user can log in and change the password if desired. Routing Outbound from Office 365 to Sendio When routing outbound from Office 365 through Sendio, all Microsoft IP addresses (based on their SPF record) must be entered into the Sender Host Addresses field of the Sendio Putty (SSH) interface. See Step # 6 of this guide for information about Sender Host Addresses. Based on the SPF record for spf.protection. outlook.com, you need to enter all of the Microsoft IP address ranges into Sender Host Addresses /26, /25, /24, /25, /25, /27, /24, /25, /25, /25, /25, /25, /21, /16, /16, /24, /24, /25, /25, /27, /24, /25, /24, /26, /24, /25, /23, /25, /25, /24, /25, /24, /27, /19, /19, /21, /20, /25, /26, /25, /24, /25, /24, /25, /24, /26, /26, /23 The following additional step must be performed in the Sendio web interface to ensure that other domains using Microsoft Office 365 can get through Sendio to your domain without issues. 1. Navigate to System/Outbound Control. 2. Change the Unknown Sender Address setting to Allow Message. Details Tab PAGE 10
11 SENDIO HOSTED QUICK START GUIDE Routing Outbound from Office 365 to Sendio from the Microsoft Office 365 Portal To get the Smarthost to Sendio enabled, follow this path of mouse clicks in the Office365 Portal: 1. Navigate to Service Settings/Mail Flow/Outbound Connector. 2. Create or edit outbound connector to route through SmartHosts (instead of use MX) and enter your Sendio host name (for example, hostname.sendio.com). 3. For connector type, select Partner Connector. 4. For the Scope/Sender Domains field in the Outbound Connector, type an asterisk (*). NOTE: Type an asterisk only. Do not enter your domain name. PAGE 11
12 Sendio, Inc Birch St, Suite 150 Newport Beach, CA USA
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