Trend ScanMail. for Microsoft Exchange. Quick Start Guide

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1 Trend ScanMail for Microsoft Exchange Quick Start Guide

2 Trend ScanMail for Microsoft Exchange ScanMail for Exchange This Quick Start Guide provides a step-by-step guide to installing ScanMail for Exchange, including the following sections: Installation Notes System Requirements Installing ScanMail Setting up Public Folder Scanning Uninstalling ScanMail Installation Notes ScanMail for Exchange can be installed locally or remotely on Windows NT Server 3.51 (or 4.0) with Microsoft Exchange Server 4.0, 5.0 or 5.5. Remote installation supports installation to multiple servers, thus facilitating deployment of the software in the enterprise. You can perform remote installation from a Windows NT Workstation 3.51 (or 4.0) or from a Windows NT Server 3.51 (or 4.0). Installation, whether local or remote, requires that the target servers be logged under an Exchange Service account. The following summarizes the logon and system requirements for both local and remote installation: Local Installation The server must be logged under an Exchange Service account Windows NT Server 3.51 or 4.0 Microsoft Exchange Server 4.0, 5.0 or 5.5 2

3 Quick Start Guide Remote Installation Target Servers The target server must be logged under an Exchange Service account Windows NT Server 3.51 or 4.0 Microsoft Exchange Server 4.0, 5.0 or 5.5 LAN connection C: drive must be shared as C$ Setup PC Must have administrator privilege on the target servers Windows NT Server 3.51 or 4.0/Windows NT Workstation 3.51 or 4.0 LAN connection Trial Version You can install the complete version of ScanMail for Microsoft Exchange by entering the productís serial number that came with the product (or contact your Trend Micro sales representative). Alternatively, you can enter no serial number to install the 30-day free trial version. Upgrades If you have an older version of ScanMail in your system, you may need to uninstall first this software depending on its version and the installation method you plan to use. Please refer to the following: For local installation, you need to uninstall any older version of ScanMail. 3

4 Trend ScanMail for Microsoft Exchange For remote installation, you only need to uninstall if its version is below 1.5. For full versions 1.5 and above, Setup can perform the automatic upgrade. Setting up Public Folder Scanning For new installations, you need to manually enable the scanning of public folders on each ScanMail server. You only need to do this once the system will automatically enable this feature on subsequent operations. The Setting up Public Folder Scanning section provides details about this procedure. System Requirements Intel Pentium 100 or higher 64 MB RAM 5 MB free disk space for the program files Microsoft Exchange Server (English) version 4.0, 5.0 or 5.5 Windows NT Server version 3.51 with Service Pack 5, or Windows NT Server version 4.0 (English) A Java-enabled web browser that supports frames like Netscape Navigator 3.0 (or above) and Microsoft Internet Explorer 3.0 (or above) for web-based management. Local Installation 1. Insert the ScanMail for Microsoft Exchange CD into the CD-ROM drive and run the Setup (SESETUP.EXE) program from the Windows Start menu. -or- 4

5 Quick Start Guide If you have the Trend Enterprise Solution CD, invoke GO.EXE by inserting the CD into the CD-ROM drive or by running the program from the Start menu. From the displayed screen, click Install and then select ScanMail for Exchange from the list at the right. Select English and then click Install. The Welcome screen appears. 2. Select Local Installation and then click Install. 3. Click Next on the next screen and Yes on the License Agreement screen to agree with the terms of the license. You must agree to the license conditions to proceed with Setup. The ScanMail User Information and Registration screen appears. 4. Enter your name, company and the product s serial number. The serial number can be found on the front cover of this guide, and the registration card included in the ScanMail package. Leaving the serial number line blank installs a 30-day trial version (trial versions are NOT able to update pattern files). Click Next to display a confirmation screen. 5. Click Yes to continue or No to modify the displayed values. The ScanMail Administrator Account and Profile screen appears. 6. Accept or modify the displayed administrator account. This account will be used to install and start the ScanMail real-time services on the server. Specify an NT account with Service Account Admin privileges. Note: Take note of the account you specify on this screen. ScanMail prompts for this account when you access the server s Web-based administrator console. 5

6 Trend ScanMail for Microsoft Exchange 7. In the Enter Password text box, enter the corresponding password for the selected administrator account. 8. Click Next to continue. Setup creates a profile called SMEX_<server_ name>_pf for use with ScanMail and a mailbox named SMEX_<server_name>_MB for receiving virus notification messages sent to you. The Status field displays the progress of this process. The ScanMail Select Destination Directory screen appears. 9. From the Components group box, select the type(s) of administrator console you want to be available on the server. Select ScanMail program to install the Windows-based administrator console and/or Web configuration to install the Web-based administrator console. 10. From the Destination Directory group box, select the directory where you want to copy the ScanMail files. To modify the displayed directory, click Browse and then select the directory you want. 11. Click Next to continue. The ScanMail Schedule Directory Export screen appears. ScanMail can automatically refresh the Mailbox and Public Folder List on the Windows-based administrator console to display all existing mailboxes and public folders on the Microsoft Exchange server. 12. Specify the time when the first refresh should occur in the Start time text box. Click AM or PM appropriately. 6

7 Quick Start Guide 13. From the Set the refresh frequency group box, specify how often you want refresh to occur per day. Select None to disable this feature. The Schedule list field displays the selected refresh schedule. If you want to modify the refresh schedule, specify the new settings and then click the Update the Schedule List button. 14. Click Next to display a confirmation screen. 15. Click Next to start copying the ScanMail files to the selected directory. After copying the files, Setup displays the ScanMail Select Groups screen. 16. Accept the default program group, specify a new one or select one from the Existing Groups. Click Next to continue. 17. On the next screen, click OK. The Online Registration screen appears. 18. If you have an Internet connection and want to register ScanMail now, complete the form. If there is a proxy server between your network and the Internet, check the Enable proxy check box and then specify the Port number and Server IP address. Then click the Send button. If you choose not to register at this time, click Cancel. The Online Registration form can also be accessed from the Update Pattern tab in the Windows-based administrator console. Alternatively, you can use the Registration Card that came with the ScanMail package to register by ordinary mail. 7

8 Trend ScanMail for Microsoft Exchange 19. On the next screen, check or clear the I would like to view the README file check box and then click Finish. Remote Installation 1. Have each target server log off or log on using an account with Service Account Admin privileges. 2. Insert the ScanMail for Microsoft Exchange CD into the CD-ROM drive and run the Setup (SESETUP.EXE) program from the Windows Start menu. -or- If you have the Trend Enterprise Solution CD, invoke GO.EXE by inserting the CD into the CD-ROM drive or by running the program from the Start menu. From the displayed screen, click Install and then select ScanMail for Exchange from the list at the right. Select English and then click Install. The Welcome screen appears. 3. Select Remote Installation and then click Next. 4. Click Yes on the License Agreement screen to agree with the terms of the license. You must agree to the license conditions to proceed with Setup. The Serial Number screen appears. 5. Enter your name, company and the product s serial number. The serial number can be found on the front cover of this guide and the registration card included in the ScanMail package. Leaving the serial number line blank installs a 30-day trial version (trial versions are NOT able to update pattern files). Click Next to display a confirmation screen. 8

9 Quick Start Guide 6. Click Next to continue or Back to modify the displayed values. The Select Target Servers screen appears. 7. From the list at the left-hand side of the screen, select the servers where you want to install ScanMail by highlighting the target server and clicking the Add> button. The selected server appears in the Server Name list at the right. Repeat this process until you have added all the servers you want. To remove a server from the Server Name list, select it and then click the <Remove button. 8. Click Next to continue. The Server Logon screen appears. 9. In the User Name text box, enter the account the displayed server is currently logged under. If this server is logged off, use any account with Service Account Admin privileges. Note: Take note of the account you specify on this screen. ScanMail prompts for this account when you access the server s Web-based administrator console. 10. In the Password text box, enter the password for the selected administrator account. 11. Click Logon to log on to the servers with the same account. Setup creates a profile called SMEX_<server_ name>_pf for use with ScanMail and a mailbox named SMEX_<server_name>_MB for receiving virus notification messages on each server. For servers that require a different logon 9

10 Trend ScanMail for Microsoft Exchange credential, Setup displays back the Server Logon screen. 12. After the logon process, Setup displays the Analyze Selected Server(s) screen. Click Next and then Next again on the following screens. The Setup Information screen appears. 13. Taking note that the settings you specify on this screen apply to all servers in the group, accept or modify the proposed destination directory and folder name. 14. Click Install to start installing ScanMail to the selected servers. 15. Click Next and then Finish on the next two screens to complete the setup process. Setting up Public Folder Scanning For new installations, you need to perform the following steps to enable scanning of public folders on a particular Microsoft Exchange server: 1. At the DOS prompt, type <server_dir>\bin\admin -raw where <server_dir> is the Microsoft Exchange server install directory. 2. From the left pane of the Microsoft Exchange Administrator screen, select <domain> Configuration Servers <site> Private Information Store Mailbox Resources. Where <domain> is the server domain and <site> the server site. 3. Select System Attendant from the list on the right pane. Then from the File menu, select Raw 10

11 Quick Start Guide Properties. The System Attendant Property screen appears. 4. Select All from the List attributes of type drop-down list box, and Display Name from the Object Attribute drop-down list box. 5. In the Edit value text box, enter a name for the System Attendant mailbox. Then click Set. 6. Select Hide from AB from the Object Attribute drop-down list box and then set its value to 0 in the Edit value text box. 7. Click OK to save the changes. 8. From the left pane, select Folders Public Folders and then the public folder you want ScanMail to scan. 9. Select Properties from the File menu. The Properties screen appears. 10. Click Client Permissions and then Add. 11. From the list at the left of the screen, select the name you specified in step 5 above. Then click Add>. 12. Click OK to create a new account. 13. From the Client Permissions screen, select the account you have just created. 14. Assign a role of "Editor" to this account by selecting Editor from the Roles drop-down list box. 15. Click OK. 11

12 Trend ScanMail for Microsoft Exchange Uninstalling ScanMail Before removing ScanMail from a particular server, Close the server s Windows-based administrator console. You do not need to close the Web-based administrator console. For remotely-installed ScanMail servers, you have the option to locally or remotely remove the software. Remote uninstallation allows you to remove ScanMail not only from a single server but to a group of servers as well. Note: The remote uninstall program only works on remotely-installed ScanMail servers. Local Uninstallation 1. Click the Windows Start button. 2. Select Programs ScanMail for Microsoft Exchange Uninstall ScanMail. A confirmation screen appears. 3. Click Yes. Remote Uninstallation 1. Have each target server log off or log on using an account with Service Account Admin privileges. 2. Insert the ScanMail for Microsoft Exchange CD into the CD-ROM drive and run the uninstall program (SAUNINSTALL.EXE) from the Windows Start menu. 12

13 Quick Start Guide Or, if you have the Trend Enterprise Solution CD, run the uninstall program located in the \Programs\SMEX\English directory. 3. Click Next on the Welcome screen. The Select Target Servers screen appears. 4. From the list at the left-hand side of the screen, select the servers where you want to remove ScanMail by highlighting the target server and clicking the Add> button. The selected server appears in the Server Name list at the right. Repeat this process until you have added all the servers you want. To remove a server from the Server Name list, select it and then click the <Remove button. 5. Click Next to continue. The Server Logon screen appears. 6. In the User Name text box, enter the account the displayed server is currently logged under. If this server is logged off, use any account with Service Account Admin privileges. 7. In the Password text box, enter the password for the selected administrator account. 8. Click Logon to log on to the servers with the same account. Setup checks whether or not ScanMail is installed on each server and then displays the results on the next screen. For those servers that require a different logon credential, Setup displays back the Server Logon screen. 9. After the logon process, Setup displays the Analyze Selected Server(s) screen. Click Next and then Uninstall on the next screen to start removing the program from the selected servers. 13

14 Trend ScanMail for Microsoft Exchange 10. On the next two screens, click Next and Finish to complete the uninstallation process. Trend Micro Incorporated N. De Anza Blvd., Suite 400, Cupertino, CA., USA Tel: Fax: Item Code: xxxx-xxxx 14

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