Proofpoint Essentials Administrator Guide for End …

1 August 2016 Proofpoint Essentials Administrator Guide for End Customers Preface .. 4 About this Guide .. 4 Intended Audience and Prerequisite Knowledge .. 4 Important Terms .. 4 Contacting Proofpoint Essentials Support .. 5 Knowledge Base .. 5 Support Contact Information .. 5 Introduction to Proofpoint Essentials .. 6 Proofpoint Essentials : Part of the Proofpoint Family .. 6 Proofpoint Essentials overview .. 6 Email Filtering overview .. 6 Features and Capabilities .. 7 Service Architecture .. 8 Real- Time / Reliable Spam Detection .. 9 Message Processing Order.

2 9 Best Practices .. 10 Using Proofpoint Essentials .. 12 Accessing the User Interface .. 12 Logging In .. 12 Resetting or changing the administrative password .. 12 Using the Homepage .. 13 Navigating the Interface .. 13 Navigation .. 13 Company Settings .. 13 Logs .. 15 Archive .. 15 Users & Groups .. 15 Reports .. 16 Managing your Account .. 17 Complete Setup .. 17 Update your Profile .. 17 Loading Users .. 17 Configure your Account .. 22 Features .. 22 Filters and Sender Lists .. 23 Domains .. 28 URL Defense .. 33 Spam .. 34 Digests .. 36 Notifications.

3 37 Disclaimer .. 39 Branding .. 40 Social .. 40 Licensing .. 40 Access Control .. 41 Managing Users & Groups .. 42 Understanding Roles .. 42 Managing Users .. 42 Mass Update .. 44 SMTP Discovery .. 44 Managing Groups .. 45 Export Users .. 46 Configuration Options for Users and Groups .. 46 Proofpoint Essentials Administrator Guide for End Customers Users .. 47 Groups .. 48 Accessing Additional Features .. 50 Using Email Logs .. 50 Searching Logs .. 50 Viewing Search Results .. 51 Actions .. 52 System Alerts .. 53 Accessing the Emergency Inbox .. 54 Reports.

4 55 Archive .. 56 Configuring Proofpoint Essentials Archive .. 56 Using the Proofpoint Essentials Archive .. 57 Who can search the archive? .. 57 Viewing Search Results .. 58 Appendix I Configuring Office 365 .. 60 Before you Start .. 60 Information needed for configuring Proofpoint Essentials .. 60 Information needed for configuring Office 365 .. 60 Setup Inbound Mail Flow .. 60 Configure Proofpoint Essentials .. 60 Configure Office 365 .. 61 Setup Outbound Mail Flow .. 62 Configure Proofpoint Essentials .. 62 Configure Office 365 .. 62 Proofpoint Essentials Administrator Guide for End Customers Preface About this Guide This Guide introduces Proofpoint Essentials , provides useful background information about it, and explains how to set it up and use it.

5 Intended Audience and Prerequisite Knowledge This Guide is intended for use by personnel who manage the messaging environment and are responsible for configuring and maintaining Proofpoint Essentials . Important Terms There are several terms used in this document that are highlighted here for reference. Organization The term organization refers to the type of account your company has been setup with. Organization Administrator A type of user who is responsible for managing the organization . End-User A type of user whose mail is filtered by Proofpoint Essentials , receives a quarantine digest email and has rights to access Proofpoint Essentials to manage their personal preferences. Silent User A type of user whose mail is filtered by Proofpoint Essentials , receives a quarantine digest email and does not have rights to access Proofpoint Essentials .

6 Quarantine Digest An email delivered on regular basis by Proofpoint Essentials to users whose email is being filtered by Proofpoint Essentials when email intended for that user has been blocked for delivery. Proofpoint Essentials Administrator Guide for End Customers Contacting Proofpoint Essentials Support This section is intended for customers who are supported directly by Proofpoint Support. If you receive support through a partner, please follow your partner s support process. Additional support resources are available on the Proofpoint Essentials support portal: You can use this site to: View maintenance and release announcements View support notices Create a support ticket Access the Knowledge Base Chat with support resource We recommend administrators register with the support site as well as subscribe to the news feed.

7 This will ensure that you can login to the site and create and view tickets as well as receive notices about the service. To register with the support site: 1. Open a web browser and navigate to 2. Click on Register. 3. Enter your full name, email address and a password. 4. Type in the registration verification code. 5. Click Sign-Up. To subscribe to the Support site news feed: 1. Open a web browser and navigate to 2. Click Subscribe. 3. Enter the Email Address you wish to subscribe to the news alert. 4. Click Submit. Knowledge Base The Proofpoint Essentials knowledge base contains answers to the most commonly asked questions, information about error messages, and configuration tips for outbound servers, and much more.

8 Support Contact Information In addition to the support portal, you can contact support by phone, email and chat. By Phone: US: +1 (408) 850-4016; UK: +44 (0) 844 800 8456 By Email: Proofpoint Essentials Administrator Guide for End Customers Introduction to Proofpoint Essentials In this chapter, you ll find the following topics: Proofpoint Essentials : Part of the Proofpoint Family Proofpoint Essentials overview Message Processing Order Best Practices This Guide does not include information about using other Proofpoint products and services. For this information, refer to the documentation for those products and services. For details visit: Proofpoint Essentials : Part of the Proofpoint Family Proofpoint offers a comprehensive solution for data protection and governance through an integrated, security-as-a-service platform.

9 Complementing the Proofpoint data protection and security solutions, Proofpoint Essentials is designed specifically for SMEs and backed by Proofpoint s enterprise security technology and infrastructure. Proofpoint Essentials offers the ultimate email security protection for the smaller enterprise. Proofpoint Essentials overview Email Filtering overview The message filtering layer lets companies access a real-time spam and virus filtering, attack blocking, and email-traffic monitoring and email archiving across a user deployment of any size. Users receive comprehensive protection against unwanted and malicious email, while administrators can easily tailor service for users needs and policies. The service blocks a wide range of email attacks at the connection level, filters spam and viruses, and can approve or block messages based on sender address or domain, origin IP address, attachment size or file type, text content, and more.

10 It does this without requiring you to install additional software or hardware. Instead, users incoming email is processed at our highly secure and reliable data centers before reaching your server. Within seconds, spam and viruses are separated from legitimate messages. Legitimate messages are delivered to recipients with minimal delay, while suspicious messages are blocked or sent to the quarantine. Users can review quarantined messages and choose to release them if necessary. Administrators can arrange users into groups to easily tailor their service while still maintaining control across an entire deployment. They can also give users control over managing their own service. The service includes a number of tools for administrators to monitor, secure, and regulate server connections and email delivery.