Release Notes: DynaComm i:mail Release Number: 5.0.0.0 Release Date: July 23, 2004 =========================================================================== Please review this document carefully before installing or running DynaComm i:mail. These notes contain last-minute release information that may affect your use of the product. =========================================================================== Contents This document contains the following sections: 1.0 Upgrade/Install Over Notes 2.0 New in This Release 3.0 System Requirements 4.0 Notes 5.0 Implemented, Updated or Fixed 6.0 Technical Support =========================================================================== 1.0 Upgrade/Install Over Notes Read this BEFORE upgrading to DynaComm i:mail 5.0 1.1 Upgrading versions DynaComm i:mail version 3.0 cannot be upgraded directly to version 5.0. Version 3.0 must be upgraded first to version 4.0. 1.2 Known Spam Techniques In DynaComm 5.0 this configuration topic has been redesigned such that spam techniques are now included in one or more spam rules. Preconfigured or custom techniques can be added to a spam rule. After an upgrade/install over, you are prompted to either apply or not apply preconfigured spam techniques. If you choose to apply preconfigured spam techniques, all enabled spam techniques from your 4.0 installation are moved into one spam rule with the name "Migrated 4.0 Spam Techniques". This spam rule is placed below three preconfigured spam rules implemented in DynaComm i:mail 5.0. Review each of the three new spam rules to determine if any spam rule should be modified or if spam rule priority should be changed. 1.3 File Types & Categories New file type extensions and categories are available in DynaComm i:mail version 5.0. In an upgrade/install over, these new items are applied with the first download of the File Types and Categories database (Database Update service) from the FutureSoft FTP site. =========================================================================== 2.0 New in This Release * Redesigned Known spam Techniques configuration topic - Redesigned topic provides spam techniques rule filtering similar to Block/Allow rule filtering. Filtering for spam rules occurs at connection level. - Preconfigured spam techniques are included for frequently used techniques. - Custom spam techniques can be created. * Implemented Blocked Message Digest feature - User can display list of all blocked e-mail messages with user e-mail address and choose to view the message. - Administrator can display all e-mail messages, blocked and allowed, and choose to view or deliver to original recipient. * New Opt-out List Compliance configuration topic - Provides external e-mail recipient ability to request unsubscribe service of all e-mails from internal DynaComm i:mail user. - Optional notification of DynaComm i:mail administrator and/or others is available. * Expanded Whitelist capabilities - Implemented adding e-mail address to whitelist from display of message with Find (Message Folders topic). - Implemented whitelisting by internal and external domain. * Enhanced processing with Categories - Option at category level turns on/off use of category in rule processing. - Option at global level turns on/off use of category keywords in rule processing, i.e., only file signatures are used. * Enhanced message attachments processing - Attachments can be placed in a zip file. - Zip file can include access password. * Enhanced Stamp block placement - Placement of stamp text can be specified. * Expanded logging options - Mail activity logging can now be turned off/on * Expanded notification options - Bounce message notification - Malformed message notification * Reporting enhancements - New report: E-Mail Summary by User - New report: Relaying Attempts Details =========================================================================== 3.0 System Requirements 3.1 All Components on One System 3.1.1 With no Web Interfaces installed Software: * Microsoft Windows NT 4.0 (SP6 or higher), or Microsoft Windows 2000 (SP2 or higher), or Microsoft Windows XP Pro (SP1 or higher), or Microsoft Windows 2003 Server * Microsoft Internet Explorer 5.01 (or higher) Hardware: * 500 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 1 GB free hard drive space - CD-ROM drive * 5000 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 2 GB free hard drive space - CD-ROM drive 3.1.2 With Web Interfaces installed Software: * Microsoft Windows 2000 (SP2 or higher) with IIS 5.0, or Microsoft Windows XP Pro (SP1 or higher) with IIS 5.1, or Microsoft Windows 2003 Server with IIS 6.0 * Microsoft Internet Explorer 5.01 (or higher) * Microsoft .NET Framework 1.1 (included on installation media) Hardware: * 500 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 1 GB free hard drive space - CD-ROM drive * 5000 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 2 GB free hard drive space - CD-ROM drive 3.2 Console Only Software: * Microsoft Windows 98, or Microsoft Windows NT 4.0 (SP6 or higher), or Microsoft Windows 2000 (SP2 or higher), or Microsoft Windows XP Pro (SP1 or higher), or Microsoft Windows 2003 Server * Microsoft Internet Explorer 5.01 (or higher) Hardware: * PII 300 or faster processor * 1 GB free hard drive space * 128 MB total RAM * CD-ROM drive 3.3 SMTP Server Only 3.3.1 With no Web Interfaces installed Software: * Microsoft Windows NT 4.0 (SP6 or higher), or Microsoft Windows 2000 (SP2 or higher), or Microsoft Windows XP Pro (SP1 or higher), or Microsoft Windows 2003 Server * Microsoft Internet Explorer 5.01 (or higher) Hardware * 500 users - 1.0 GHZ or faster processor - 512 MB total RAM - 1 GB free hard drive space - CD-ROM drive * 5000 users - 1.0 GHZ or faster processor - 512 MB total RAM - 2 GB free hard drive space - CD-ROM drive 3.3.2 With Web Interfaces installed Software: * Microsoft Windows 2000 (SP2 or higher) with IIS 5.0, or Microsoft Windows XP Pro (SP1 or higher) with IIS 5.1, or Microsoft Windows 2003 Server with IIS 6.0 * Microsoft Internet Explorer 5.01 (or higher) * Microsoft .NET Framework 1.1 (included on installation media or from the Microsoft web site), or Microsoft .NET Framework 2.0 Beta (use only with Internet Explorer; problems may occur if other browsers are used) Hardware * 500 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 1 GB free hard drive space - CD-ROM drive * 5000 users - 1.0 GHZ or faster processor - 512 MB total RAM for system with 1 CPU - 256 MB RAM for each additional CPU - 2 GB free hard drive space - CD-ROM drive NOTE: DynaComm i:mail Scheduling requires mstask.exe which is available with Internet Explorer 5.01 (or higher), Windows 2000 or Windows XP Professional. =========================================================================== 4.0 Notes 4.1 Open-source SPF library DynaComm i:mail includes the open-source Sender Policy Framework library. License is as follows: The libspf Software License, Version 1.0 Copyright (c) 2004 James Couzens & Sean Comeau All rights reserved. THIS SOFTWARE IS PROVIDED ``AS IS'' AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. 4.2 Upgrading from DynaComm i:mail 4.0 to 5.0 4.2.1 To ensure successful implementation of the Bayesian Analyzer, refer to the DynaComm i:mail Online Reference (Help) and the DynaComm i:mail Administrator Guide for complete information on the requirements for installing, enabling, training and using the Analyzer. 4.2.2 If you have archived files, you must run the Rebuild folders function immediately after installation to be able to see the files through the Message Folders topic window. Rebuild is initiated with the Rebuild button in the Message Folders topic window. Depending on the number of archived messages, Rebuild can be a resource intensive process. Removal of selected or all messages may be considered to reduce resource requirements. 4.2.3 Administrative Database Upgrade (FilterAdmin) If the FilterAdmin.mdb database has been moved from the default installation location, special procedures are required for upgrading. These include: a. Before performing the upgrade installation, copy the database to the default location (Program Files\FutureSoft\DynaComm imail\) and change the System DSN pointer for the database through the Control Panel. b. Perform the installation. c. After installation, the database can be moved/copied to the custom location and the System DSN pointer modified to point to the new location. 4.3 DynaComm i:mail SMTP Server in a De-militarized Zone (DMZ). To connect a remote DynaComm i:mail Console to a DynaComm i:mail SMTP Server in a DMZ follow the Microsoft configuration instructions found at: http://www.microsoft.com/com/wpaper/dcomfw.asp See the DynaComm i:mail Online Reference for a description and examples of DMZ configurations. 4.4 Remote console If you logon to a remote console with an account that is not established on the SMTP Server component system, the Message Find function (Message Folders topic window) and the Real Time Monitor function (SMTP Service topic window) are disabled. 4.5 DynaComm i:mail on a Windows XP Professional system When a Windows XP Professional Machine is not part of a domain, the simple file sharing model is fundamentally different than other versions of windows. This means that an incoming connection, even if a user name and password is provided, is forced to use the Guest account and has only Guest level access to the share. To allow connection a DynaComm i:mail Remote Console to a DynaComm i:mail SMTP Server running on a Windows XP Professional machine that is not part of the domain, the following steps must be performed on the Windows XP machine: Step 1 Disable the "use simple file sharing" option by: a On the taskbar, right-click Start and select Explore. b On the Tools menu, select Folder Options. c In the Folder Options dialog, click the View tab. d Clear Use simple file sharing (Recommended). e In the Folder Options dialog, click OK. f Close Explorer. Step 2 Disable the Internet Connection Firewall by: a On the Start menu, select Control Panel. b In Control Panel, double-click Network Connections. c In Network Connections, select Local Area Connection. d In the Local Area Connection Status dialog on the General tab, click Properties. e In the Local Area Connection Properties dialog, select the Advanced tab. f Clear Protect my computer and network by limiting or preventing access to this computer from the Internet. g Click OK. h Close Local Area Connection Status dialog. i Close the Network Connections dialog. j Close Explorer. Step 3 Re-boot the machine. 4.6 Windows XP includes special firewall considerations. Installation of Windows XP with Service Pack 1 on a workstation includes installation and auto-enable of a firewall. Installation on a machine in a domain includes installation of a firewall but does not automatically enable it. Installation of Windows XP with Service Pack 2 on any system includes installation and auto-enable of a firewall. Recommended installation of DynaComm i:mail is within a DMZ. In this configuration, the firewall on a Windows XP system with either Service Pack that includes the DynaComm i:mail SMTP server should be disabled. For other configurations of DynaComm i:mail with Windows XP, contact FutureSoft Technical Support for assistance. 4.6 Database Maintenance Tool When switching the FilterLog database to an SQL Server database, you have the option of creating an empty SQL database or of using the existing data in the FilterLog database. If you choose to use existing FilterLog data, the SMTP Server is stopped during the copy process. Depending on the amount of copied data, this may be a lengthy process resulting in a significant time that e-mail filtering processes are not active. Therefore, switching the database immediately after initial installation of the product will avoid this situation. 4.7 Removing Scheduled Jobs. After removing DynaComm i:mail, scheduled jobs must be removed from the Windows SCHEDULED TASKS area. These jobs/tasks are identified by the naming convention, ndynacomm imail, where the "n" is a numeric value (i.e. 1dynacomm imail). 4.8 Blocked Message Digest Due to a Microsoft Access limitation, access requests to a digest are limited to 5 simultaneous requests at any one time. Therfore, during a peak request time, users may report that an error message appears when attempting to access the digest from the notification message link. Users should simply attempt access at a later time. 4.9 Documentation 4.9.1 DynaComm i:mail Technical Library The DynaComm i:mail technical library consists of printed and electronic material which includes: DynaComm i:series Quick-Start (QSiseries.pdf) DynaComm i:mail Readme (readme.txt file) DynaComm i:mail Administrator Guide (AGimail.pdf) DynaComm i:mail Online Reference (imappshell.hlp and imappshell.cnt files) DynaComm i:mail Report Viewer Online Reference (imviewer.hlp and imviewer.cnt) DynaComm i:mail Database Tool Online Reference (imdbtool.hlp and imdbtool.cnt files) 4.9.2 Access The items listed above are accessed through the DynaComm i:mail Documentation program group, through the DynaComm i:mail application or on the installation CD-ROM in the /docs folder. PDF files are accessed with Adobe Acrobat Reader. A copy of Adobe Acrobat Reader is placed on the CD-ROM in /supporting applications/adobe. Or, access www.adobe.com to download the most current copy of Adobe Acrobat Reader to your system. The DynaComm i:mail Online Reference is accessed through the Help Topics selection on the Help menu from the console window. Dialog level context- sensitive help is accessed with the F1 key. The DynaComm i:mail Database Tool Online Reference is accessed with the F1 key for context-sensitive help. 4.9.3 Printed Documentation Printed documentation can be obtained by contacting your FutureSoft Account Manager at 1.800.989.8908. 4.9.4 Updates Documentation is updated as various issues are reported and resolved. The most current copy of electronic media is available for download 24 hours a day, 7 days a week from the FutureSoft web site at: http://www.dciseries.com/products/imail/document.asp. 4.9.5 Questions and Comments Send questions and comments about the documentation to: docs@futuresoft.com =========================================================================== 5.0 Implemented, Updated or Fixed #1224 - Implemented: Ability to whitelist internal domain. #1225 - Implemented: Ability to whitelist external domain. #1230 - Implemented: New report - Relaying Attempts Details (Detailed Activity Reports); tracks number of refused connections due to relaying attempts. #1391 - Implemented: Ability to use domain name to configure SMTP relay server. #2114 - Implemented: New report - E-mail Summary by User (Summary Reports); provides count of blocked and allowed e-mail messages for each user. #1233 - Updated: Ability to select actions for individual preconfigured spam techniques; Known Spam Techniques topic redesigned to include techniques in spam rules with selectable actions. #1242 - Updated: HTML strip feature now removes TAB character (" ") #1513 - Fixed: In add of Archive or Stamp rule, UI crashes when begin typing with cursor in description box. #1830 - Fixed: Custom report loses properties when console is closed. #1939 - Fixed: Underscore character not accepted for file name when creating a rule. #2009 - Fixed: Not able to add user groups after Active Directory import that included multiple groups with the same name. #2135 - Fixed: Top 10 Internal Users by Size (Recipients) report does not correctly calculate total size of messages. #2400 - Fixed: Converted Folders database is not being created on SQL server. #2647 - Fixed: Unable to create rule to block password protected files; added new file type, Password Zip, that can be selected on File Types tab of Rule dialog. #2464 - Fixed: SQL authentication for converted database does not transfer to new hardware. #2495 - Fixed: Find (Message Folders topic) works only when Blocked and Allowed message disposition and all message attributes are selected. =========================================================================== 6.0 Technical Support For prompt and effective service, please be sure to include your company name, address, any applicable phone (or fax) numbers, name and version number of the product for which you need support. The following technical support ptions are available for DynaComm i:mail: 6.1 E-mail North America, South America, Asia and Pacific Rim: support@futuresoft.com United Kingdom, Europe, Africa and Middle East: support@futuresoftuk.com Send files via FTP to ftp.futuresoft.com. 6.2 Telephone North America, South America, Asia and Pacific Rim: Monday through Friday between 08:00 and 17:00 Central Standard Time (CST) 1.281.588.6868 United Kingdom, Europe, Africa and Middle East: Monday through Friday between 09:00 and 17:30 Greenwich Mean Time (GMT) +44 (0) 1260 292219 6.3 Fax North America, South America, Asia and Pacific Rim: 1.281.496.1090. United Kingdom, Europe, Africa and Middle East: +44 (0) 1260 292224 6.4 Ground Mail We welcome your comments and suggestions about DynaComm i:mail. Send them to us at: FutureSoft, Inc. 12012 Wickchester Lane, Suite 600 Houston, Texas 77079 =========================================================================== Copyright 2004 FutureSoft, Inc. readme.txt DynaComm i:mail 5000 July 23 2004 sac