Lakewood Communications
XWALLFilter for Microsoft Exchange 2007
Installation Guide and Release Notes
Version
3.0.744.221
Copyright
© 2008 Lakewood Communications
Last modified: November 1, 2008
Please read this document
for installation and release information about Lakewood Communication’s
XWALLFilter for Microsoft Exchange 2007. This document discusses the following
topics:
Overview
XWALLFilter is an add-on product for DataEnter's XWall (edge e-mail firewall and antispam solution). XWALLFilter enhances XWall's capabilities in sites which run Microsoft Exchange 2007 Server. XWALLFilter provides XWall with native, server based support for the Microsoft Exchange 2007 Antispam API and Junk E-Mail folder.
XWALLFilter examines all anonymous SMTP email entering your Exchange 2007 server from XWall. If one of the various XWall firewall filters (subject, text, html, spf, bayes, heuristic, image, etc) has been triggered and the XWall option "Mark subject and move to Junk E-Mail folder" has been selected, XWALLFilter routes the message to each mailboxes "Junk E-mail" folder automatically. This allows the network manager to configure one or all of the XWall filters as "Mark subject and move to Junk E-Mail folder" and let each user have final control over what is and what is not considered SPAM.
XWALLFilter pays attention to the Exchange 2007 per-mailbox SAFE SENDERS and SAFE RECIPIENTS list (Can be accessed in either the full Outlook client under Tools->Options->Junk Email or in Outlook Web Access under Options->Junk E-Mail). Any incoming email from addresses on the mailbox SAFE SENDERS list (or mailbox CONTACTS folder) is always placed in the INBOX and never placed in the user's JUNK E-MAIL folder. If the user finds good email in the JUNK E-MAIL folder, he or she can simply right click on the email in Outlook and select "Junk E-mail->Mark as NOT Junk" to have the address added to the mailbox SAFE SENDERS list and move the message back to Inbox in one simple operation.
XWALLFilter does not require users have the latest version of Outlook installed and may be used with any e-mail client since it runs upstream of clients on the Exchange server. If desired, users can simply use Outlook Web Access without any e-mail client installed on the desktop.
System Requirements
The following
are the minimum system requirements for XWALLFilter for Exchange 2007:
1. DataEnter XWall 3.42+ suggested (version 3.38 or higher is required)
2. 10MB (megabytes) of hard disk space
3. Both Local Administrator and Exchange Organization Administrator Rights
4. Exchange 2007 x64 Edition with Hub transport role installed (32-Bit development/test versions of Exchange 2007 are NOT supported)
5. Microsoft Windows Server 2003 x64 or Windows 2003 R2 x64 (requires Exchange 2007 Update Rollup 4+ or Exchange 2007 SP1).
6. Microsoft Windows Server 2008 x64 (requires Exchange 2007 SP1 or higher).
7. Microsoft Small Business Server 2008, Microsoft Essential Business Server 2008
8. In a multiple Exchange server environment, XWALLFilter 2007 should be licensed and installed on any Exchange 2007 Hub Transport Servers to which XWall is sending email (see XWall Admin utility Options->General->Exchange tab).
Installation Part-1 (Install XWALLFilter)
Note: This procedure should be completed on your server
running Microsoft Exchange. In sites with a single Exchange Server, XWall and
XWALLFilter may be run on the same server if desired.
1. Uninstall any previous version of XWALLFilter by
closing any open MMC consoles and running the product uninstaller from Control
Panel->Add/Remove programs (Windows 2003 Server) or Control
Panel->Programs and Features (Windows 2008 Server or Small Business Server
2008).
2.
Run the XWALLFilter installer and
follow the on-screen instructions.
Note: No server re-start is required for installation; however some
Exchange configurations may require that the Exchange Information Store service
be re-started before XWALLFilter will function properly. If a service re-start
is needed, you will be notified by the installer and you can perform this
manually when appropriate for your site.
Installation Part-2 (License XWALLFilter)
Note: This procedure should be completed on the server running XWall. If you’re running XWall and XWALLFilter on the same server this is fully supported in single Exchange Server environments.
1.
Verify XWall is version 3.42 or
above by running the XWall administration utility (mbadmin.exe) and clicking
HELP->ABOUT. If you’re running an older version, please upgrade before
continuing by downloading XWALL.ZIP from DataEnter
(http://www.dataenter.co.at/download.htm), stopping the XWall service,
overwriting MBSERVER.EXE and MBADMIN.EXE in your C:\XWALL directory and
re-starting XWall.
2.
Enter the XWall Admin utility.
Select View-> XWALLFilter Exchange 2003/2007 Junk E-Mail Folder Add-On and
select "Exchange 2003/2007 with XWALLFilter installed". If you’re
running a 30-day trial of XWall, XWALLFilter is automatically licensed in full
function mode during XWall’s trial period and you may skip to Installation
Part-3. If you’re running a licensed copy of XWall and have not yet purchased a
license for XWALLFilter or desire a fully functional 30-day trial, click the
PURCHASE link.
3.
Enter the XWall Admin utility,
Select Help->Licenses->XWALLFilter. If you already have an XWALLFilter
license key (string beginning with ‘D’ and ending with ‘W’, example:
“Duj+0YBiANp/oOVrUWERBEhK0iEsiPsgJBUOsGgapKAHnHtPhuUAxNwfdW”), paste it into
the field LICENSE. If you have an XWALLFilter serial number (string with
dashes, example: “F0D2F21E-CCB0-11D0-A316-00AA00688B10”, click the ACTIVATE
link. The activation web site will issue you a license key to paste into the
field LICENSE.
Note 1: During activation, be sure to select “XWALLFilter for Exchange
2007” in the field PRODUCT.
Note 2: Your XWALLFilter Serial Number and License Key are valuable and
should be kept in a safe place for disaster recovery, maintenance renewals and
product upgrades. Public disclosure or use on more servers than purchased will
cause your license to be automatically disabled.
4.
Also in the XWall Admin utility
under Help->Licenses->XWALLFilter, verify that a VALID email address is
entered under the field “LICENSE E-MAIL” and then click OK. The e-mail address
entered must be valid e-mail address for the Exchange Server on which
XWALLFilter is running.
5. XWall should automatically restart in a minute or two and you should see an entry in the application event log on the Exchange server on which XWALLFilter is installed confirming your license has been enabled. A properly licensed installation will show an event = 15, “XWALLFilter has been enabled”.
Installation Part-3 (Configure XWall)
Note: This procedure should be completed on the server running XWall. If you’re running XWall and XWALLFilter on the same server this is fully supported in single Exchange Server environments.
1.
Enter the XWall Admin utility and
configure the filter action to "Mark subject and move to Junk E-Mail
folder" for those XWall filters (subject, text, html, spf, bayes,
heuristic, etc) you wish XWALLFilter to take action on.
2. If you don't want the subject line of filtered emails to be marked by XWall, simply set the subject marking strings to null in the XWall Admin utility under "View->Advanced Configuration->Mark Subject - 1/2".
1.
VERY IMPORTANT: Close any open MMC
consoles and server/performance monitoring applications.
2. Run the XWALLFilter uninstall from the XWALLFilter
program group or from Control Panel->Add/Remove programs (Windows 2003
Server) or Control Panel->Programs and Features (Windows 2008 Server or
Small Business Server 2008).
Note 1: No server re-start is required for uninstall; however the
uninstaller will perform the re-start of the Microsoft Exchange Transport
service automatically.
Note 2: If during uninstall you experience repeated prompts “XWALLFilter
is still loaded ...” and have closed all MMC consoles and monitoring
applications, please temporarily stop the "Windows Management
Instrumentation" service. If these steps fail to solve this problem, go to http://www.XWALLFilter.com,
click on SUPPORT and we will be glad to help.
How to Upgrade XWALLFilter
Follow the "Installation Part-1" instructions for this new release. You may skip the “Installation Part-2 and “Installation Part-3” if you have previously licensed XWALLFilter and configured XWall.
Troubleshooting
1. Examine
the application event log on the Exchange server on which XWALLFilter is
installed, filtering for entries with Source = XWALLFilter to confirm the
product has been installed and is running properly. A properly licensed
installation will show an event = 15, “XWALLFilter has been enabled” since the
last time the Microsoft Exchange
Transport service was started. If this event is not present, you may force a
refresh of the XWALLFilter license by re-starting XWall.
2. Verify
the mailbox specific Exchange 2007 "Filter Junk E-mail" option has
been enabled by logging into the mailbox using Outlook Web Access 2007 (OWA),
then select OPTIONS->Junk E-Mail, and verify the checkbox "Automatically filter
junk e-mail”
is checked. Note that this option is enabled automatically
if this mailbox user is using Microsoft Outlook 2003/2007 in cached mode. If
your users are not using Outlook 2003/2007 in cached mode, or are using another
email client (or an older version of Outlook), you have two options: a) Enable
this option manually in OWA on each affected mailbox as described above or b)
Run a script to enable this option on some or all of your mailboxes at once.
For option B, please download the file "EnableJunkEmailFilter2007.zip"
by following the link in your product registration email. If you have not yet
registered XWALLFilter, please go to http://www.XWALLFilter.com/registration.
3. Verify
you have re-started the Exchange
Information Store if you were requested to do so by the XWALLFilter installer.
If your not sure, you can verify if this is needed by reviewing the XWALLFilter
installation log available in C:\Program Files\XWALLFilter\XWALLFilter.log.
4. Verify
that XWall is delivering email to the Exchange 2007 Server that XWALLFilter is
installed on.
5. Verify
that XWall is delivering the email to the Exchange 2007 Server that XWALLFilter
is installed on anonymously and not through an authenticated logon. XWALLFilter
assumes email delivered through an authenticated logon is trusted and is never
treated as SPAM.
6.
Verify that a VALID email address
is entered under the field “LICENSE E-MAIL” in the XWall Admin utility under
Help->Licenses->XWALLFilter. The e-mail address entered must be valid
e-mail address for the Exchange Server on which XWALLFilter is running.
7. If the Exchange 2007 Edge Server Anti-Spam filters have
been installed (Check the Exchange Management Console under Organization
Configuration->Hub Transport->AntiSpam), make sure all filters except “Content
Filtering” are disabled by right-clicking on each and selecting DISABLE. There
is no reason to enable these filters since XWall is performing filtering and having
these filters enabled can interfere with communications between XWall and the
Exchange 2007 server. The Content Filtering agent may be left enabled if you desire
without risk of interference.
8. Verify
that the Exchange 2007 server on which XWALLFilter is installed has the Hub
Transport role installed.
9. Create
a brand new user and associated Exchange mailbox. Logon to the new mailbox
using Outlook Web Access 2007 (OWA), then select OPTIONS->Junk E-Mail, and
enable Junk email support by checking the checkbox "Automatically
filter junk e-mail”. Send email to this new
mailbox from an external email account which is not on your XWall whitelist
with a SUBJECT line that is listed in XWall under
Options->Blocking->Subject as being set to “Mark subject and Move to Junk
E-Mail folder”. Confirm that the email is routed to the Junk E-Mail folder
properly. If XWALLFilter works fine on this new mailbox but not on some
existing mailboxes, you may have rule corruption caused by a migration or
import of those mailboxes from PST files. Perform Microsoft knowledgebase
article ID 924297 on an existing mailbox that is broken to confirm if you have
this Exchange problem. After performing this knowledgebase article, toggle the
"Automatically
filter junk e-mail” in Outlook Web Access
2007 (OWA) OFF and then ON again before testing with an external email account.
10. If these steps fail to solve your problem. Please go to http://www.XWALLFilter.com, click on SUPPORT and we will be glad to help.
Change Log
·
11/1/2008 (Version 3.0.744.221):
Compatibility
with Small Business Server 2008 and Essential Business Server 2008, add fixes
for new AntiVirus vendor issues. This release supports and has been tested
with: 1) XWall version 3.43. 2) Third party Exchange native
AntiVirus solutions released through October of 2008. 3) Exchange 2007 Service
Pack 1 with or without Exchange 2007 hotfixes and rollups through 10/31/2008.
·
10/7/2008 (Version 3.0.744.205):
Compatibility
with Exchange 2007 SP1 Update Rollup 4, add fixes for new AntiVirus vendor
issues. This release supports and has been tested with: 1) XWall version 3.43. 2) Third party
Exchange native AntiVirus solutions released through September of 2008. 3)
Exchange 2007 Service Pack 1 with or without Exchange 2007 hotfixes and rollups
through 10/7/2008.
·
08/16/2008 (Version 3.0.744.117):
Correct
product issues with internationalized versions of Windows Server x64, add fixes
for new AntiVirus vendor issues and additional troubleshooting documentation.
This release supports and has been tested with: 1) XWall version 3.43. 2) Third party
Exchange native AntiVirus solutions released through July of 2008. 3) Exchange
2007 Service Pack 1 with or without Exchange 2007 hotfixes and rollups through
July of 2008.
·
07/09/2008 (Version 3.0.744.105):
Support
for Windows 2008 Server x64 edition and minor bug fixes. This release supports
and has been tested with: 1) XWall version 3.42. 2) Third party
Exchange native AntiVirus solutions released through June of 2008. 3) Exchange
2007 Service Pack 1 with or without Exchange 2007 hotfixes and rollups through
June of 2008.
·
04/01/2008 (Version 3.0.744.72):
Fixed
customer issues with: a) Correctly process system NDRs when routed to the Junk
E-Mail folder by XWall, b) Correct spurious event log entries due to invalid
cryptographic key verification. This release supports and has been tested with:
1) XWall version 3.42. 2) Third party Exchange native AntiVirus solutions released
through March of 2008. 3) Exchange 2007 Service Pack 1 with or without Exchange
2007 hotfixes and rollups through March of 2008.
·
01/19/2008 (Version 3.0.744.57):
Product
Release with support for Exchange 2007 Service Pack 1. Allow dynamic setting of
license e-mail address as many sites are now removing the default administrator
email address. This release supports and has been tested with: 1) XWall version
3.42. 2) Third party Exchange native AntiVirus solutions released
through December of 2007. 3) Exchange 2007 Service Pack 1 with or without
Exchange 2007 hotfixes and rollups through December of 2007.
·
11/15/2007 (Version 3.0.744.31):
Declare
version 3.0.744.31 our RC (release candidate) build. Make it available for
public download.
·
10/15/2007 (Version 3.0.744.31):
Beta
2 release to testers. This release supports and has been tested with: 1) XWall
version 3.41. 2) Third party Exchange 2007 native AntiVirus solutions
released through September of 2007. 3) Exchange 2007 Rollup 4 with or without
Exchange 2007 private hotfixes through September of 2007. Experimental support
for Windows Server 2008 x64 Beta RC0 (Windows Longhorn) with Exchange 2007 SP1
Beta 2.
·
06/11/2007 (Version 3.0.685.126):
Beta
1 update.
·
04/17/2007 (Version 3.0.685.77):
Beta
1 release.
Please visit our SUPPORT section at: http://www.XWALLFilter.com or email support@lakecomm.com. If writing us about a problem, please include any relevant XWALLFilter event log entries from the application event log and the XWALLFilter installation log available in C:\Program Files\XWALLFilter\XWALLFilter.log.