Cloud Services Email Encryption SecureMail Admin Guide 11/22/2014
ADMINISTRATOR CONTROL PANEL GENERAL USE There are a few basics that you will encounter repeatedly when using the Hosting Control Panel for Administrators. This section quickly reviews how to log into the system, how to access your subscription services for those accounts with multiple subscriptions, and how to search for specific Users/Items within the Admin Control screens. LOGGING INTO THE SYSTEM 1) Go to the Hosting CP Website. You should see a log-in screen similar to the one below. Enter your administrative login (not your actual mailbox ID or email address) that you created when you signed up for the service. Type your username and password, and click the [Login] button. 1) Once you have successfully logged in, most users will see the Hosting Configuration & Administration screen, similar to the one below. From this screen, you can make changes to your Exchange mailboxes, SharePoint sites, or domains, etc. 1
Along the topmost blue menu ribbon you will find the main navigation to various sections of the Admin Control: All Domains: Manage the domains associated with all of your account subscriptions. Hosting: Access the control panel to manage your hosting services My Account: View, edit, and manage information related to your account. Help & Support: Obtain access to support resources Logout: End your Admin Control Panel session NAVIGATION You may access the main menu features of the Admin Control Panel to navigate in one of three ways: 1) Click on the main menu window icons/links to display a new screen of information. 2) Select the menu options from the left-side navigation panel. Clicking on a menu item expands the menu so that you may drill down in the menu structure. 3) Use the breadcrumbs along the top of the Admin Control screen to quickly access the menu structure. ACCESS THE SECURE MAIL SERVICE Customers may purchase the Secure Mail feature from the website shopping cart, or via the Billing menu option in their Exchange subscription. Optionally, if Secure Mail has yet to be ordered and a customer tries to access the Secure Mail service, you are prompted to add the service to your subscription through the Billing interface. The Secure Mail service is an add-on to Exchange Subscriptions. Hosted Exchange customers will see the Secure Mail features from within the Exchange main menu options. Once logged into the Control Panel, access Exchange Secure Mail from the left-side navigation or main menu links. 2
ACTIVATE SECURE MAIL After ordering the Secure Mail service, the Company Settings menu option instructions are replaced with the option to Activate / Deactivate the service. 1) Log into the Control Panel and access Exchange Secure Mail Company Settings from the left-side navigation or main menu links. The Company Settings window displays the status of the Secure Mail service for your account. If activated the Status: field shows a green icon and the word Activated. If never ordered, the Company Settings window displays the instructions for ordering the Secure Mail service. Follow the instructions (defined above) to order the service. If never activated, or deactivated, the Status: field shows a white icon and words Not Activated. Click the Activate hyperlink to activate the Secure Mail service for your account. 2) The General section of the Company Settings screen displays the status of your Secure Mail service account. Click the [Edit] button to make changes to the settings. You may click the Click to download hyperlink to begin a download of the setup.exe file which will allow you to install the Secure Mail client software. Typically, you will distribute the Secure Mail client software via the User Settings features. SETUP USERS FOR THE SECURE MAIL SERVICE Once the Secure Mail service has been activated via the Company Settings options, you may determine which of your Exchange mailbox users is to be setup with the Secure Mail service. If you have mailboxes created and defined in your Hosted Exchange Subscription, the process is as simple as selecting the mailboxes to be setup with the Secure Mail service. If you have yet to create any mailboxes in your account, you will first need to create the mailboxes so that the Secure Mail service can be added to those mailboxes. 3
1) After activating the Secure Mail service, log into the Control Panel and access Exchange Secure Mail User Settings from the left-side navigation or main menu links. If you have yet to setup any mailboxes for this account the following User Setting screen is displayed with a message indicating the number of Secure Mail accounts available for your subscription and that mailboxes need to be created in order to start using the Secure Mail service. Access the Mailboxes feature to create the mailboxes needed prior to accessing this feature and assigning the Secure Mail service to the mailboxes created. 2) After creating the mailboxes that will be utilizing the Secure Mail service, log into the Control Panel and access Exchange Secure Mail User Settings from the left-side navigation or main menu links. The User Settings screen is displayed along with messages that indicate the status the Secure Mail service for your account. 3) Click the [Activate additional email addresses] button to start the User setup process. The User Settings screen updates to list all of the mailboxes in your account. If some of the mailboxes have Secure Mail service assigned to them there will be a fourth Status column displayed indicating the status of each mailbox. Click the checkbox in front of the displayed mailbox(es), in the Display name column, to assign the Secure Mail service to the selected mailbox(es). You may select multiple mailboxes in this step as long as the number of mailboxes selected does not exceed the number of Secure Mail licenses available for your account. 4
4) Click the [Activate selected email addresses] button to continue the process of setting up the selected mailbox(es) with the Secure Mail service. The User Settings screen updates to display a Success message and the Status column is added to the list of mailboxes with the status of each mailbox displayed. Initially the Status will be a yellow icon and indicate Creating User Click the Refresh button to update the status of the mailboxes. 5) A setup email will be sent to each of the Exchange email address of the mailbox(es) just setup with the Secure Mail service. Within the email is a link to download the client software and the activation code for properly installing the Secure Mail client software. The Status column will update with the Pending message plus the activation code for each mailbox. Using this activation code, and the ability to download the software from the Company Settings menu option, provides your account with an alternate method of downloading, installing and activating the Secure Mail service for each of your Users. The Status should change to Active with a green icon once the Secure Mail service client software has been successfully installed and is working on each User s mailbox. 6) Look for the activation email, which contains a link to download the software plus the activation code required for software installation in order to easily download and install the Secure Mail client software. 5