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Concepts and workflow
- Email protocols
- Client-server connections in SMTP
- The role of DNS in email delivery
- How FortiMail processes email
- FortiMail operation modes
- FortiMail high availability modes
- FortiMail management methods
  - Basic mode versus advanced mode
About basic management mode
- AntiSpam submenu features
Monitoring the system
- Viewing overall system statuses
- Managing the deferred mail queue
- Managing the quarantines
  - Managing the personal quarantines
    - How to enable, configure, and use personal quarantines
    - Searching email in the personal quarantine
  - Managing the system quarantine
    - Searching email in the system quarantine
- Viewing the greylist statuses
  - Viewing the pending and individual automatic greylist entries
    - Filtering pending and individual automatic greylist entries
  - Viewing the consolidated automatic greylist exemptions
- Viewing the sender reputation statuses
  - Filtering sender reputation score entries
- Viewing the endpoint reputation statuses
  - Filtering automatic endpoint block list entries
- Managing archived email
  - Searching the archived email
- Viewing log messages
  - Displaying and arranging log columns
    - Displaying and arranging log columns
  - Using the right-click pop-up menus
  - Searching log messages
  - Cross-searching log messages
- Viewing generated reports
Maintaining the system
- Backup and restore
- Using the traffic capture
- Configuring FortiGuard updates and antispam queries
- Downloading a trace file
Configuring system settings
- Configuring network settings
- Configuring system time, options, and other system options
- Customizing GUI, replacement messages and email templates
- Configuring administrator accounts and access profiles
- Configuring RAID
- Using high availability (HA)
- Managing certificates
Configuring encryption settings
- Configuring IBE encryption
- Configuring certificate bindings
Configuring mail settings
- Configuring the built-in MTA and mail server
- Configuring protected domains
- Managing the address book (server mode only)
- Sharing calendars and address books (server mode only)
  - Calendar sharing
  - Address book sharing
- Migrating email from other mail servers (server mode only)
  - Defining a remote mail server for mail migration
  - Creating domains for mail migration
- Configuring proxies (transparent mode only)
  - About the transparent mode proxies
  - Use client-specified SMTP server to send email
Managing users
- Configuring local user accounts (server mode only)
- Configuring user preferences
- Configuring PKI authentication
- Configuring user groups
- Configuring aliases
- Configuring address mappings
- Configuring IBE users
Configuring policies
- What is a policy?
  - Recipient-based policies versus IP-based policies
  - Incoming versus outgoing email messages
- How to use policies
- Controlling SMTP access and delivery
  - Configuring access control rules
  - Configuring delivery rules
- Controlling email based on recipient addresses
- Controlling email based on IP addresses
  - Example: Strict and loose IP-based policies
Configuring data loss prevention
- DLP configuration workflow
- Defining the sensitive data
  - DLP document fingerprinting
- Configuring DLP rules
- Configuring DLP profiles
Configuring profiles
- Configuring session profiles
- Configuring antispam profiles and antispam action profiles
  - Managing antispam profiles
  - Configuring antispam action profiles
- Configuring antivirus profiles and antivirus action profiles
- Configuring content profiles and content action profiles
  - Configuring content profiles
  - Configuring content action profiles
- Configuring resource profiles (server mode only)
- Workflow to enable and configure authentication of email users
- Configuring authentication profiles
- Configuring LDAP profiles
- Configuring dictionary profiles
  - Configuring dictionary groups
- Configuring security profiles
  - Configuring TLS security profiles
  - Configuring encryption profiles
    - Using S/MIME encryption
- Configuring IP pools
- Configuring email and IP groups
  - Configuring email groups
  - Configuring IP groups
- Configuring notification profiles
Configuring antispam settings
- Configuring email quarantines and quarantine reports
- Configuring the block lists and safe lists
- Configuring greylisting
- Configuring the URL exempt list
- Configuring bounce verification and tagging
  - Excluding recipient domains from bounce verification tagging
  - Excluding senders from bounce verification
- Configuring endpoint reputation
- Training and maintaining the Bayesian databases
Configuring antivirus settings
- Using FortiSandbox antivirus inspection
- Adding file signatures
Archiving email
- Email archiving workflow
- Configuring email archiving accounts
- Configuring email archiving policies
- Configuring email archiving exemptions
Logs, reports and alerts
- About FortiMail logging
- Configuring logging
- Configuring report profiles and generating reports
- Configuring alert email
  - Configuring alert recipients
  - Configuring alert categories
Installing firmware
- Testing firmware before installing it
- Installing firmware
- Clean installing firmware
- Upgrading firmware on HA units
Best practices and fine tuning
- Network topology tuning
- System security tuning
- High availability (HA) tuning
- SMTP connectivity tuning
- Antispam tuning
- Policy tuning
- System maintenance tips
- Performance tuning
Troubleshooting
- Establish a system baseline
- Define the problem
- Search for a known solution
- Create a troubleshooting plan
  - Check your access
- Gather system information
  - Check port assignments
- Troubleshoot hardware issues
  - Problem
- Troubleshoot GUI and CLI connection issues
  - Problem
  - Problem
- Troubleshoot FortiGuard connection issues
  - Problem
- Troubleshoot MTA issues
- Troubleshoot antispam issues
- Troubleshoot HA issues
  - Problem
  - Problem
- Troubleshoot resource issues
  - Problem
- Troubleshoot bootup issues
- Troubleshoot installation issues
- Contact Fortinet customer support for assistance
Setup for email users
- Training Bayesian databases
- Managing tagged spam
- Accessing the personal quarantine and webmail
- Sending email from an email client (gateway and transparent mode)
Appendix A: Supported RFCs
- SMTP RFCs:
- IMAP RFCs
- POP3 RFCs
- Other RFCs
Appendix B: Maximum Values Matrix
Appendix C: Port Numbers
Appendix D: Regular expressions
- Special characters with regular expressions and wild cards
- Word boundary
- Case sensitivity
- Syntax
- Examples
Appendix E: Working with TLS/SSL
- About TLS/SSL
- How TLS/SSL works
- FortiMail support of TLS/SSL
  - FortiMail TLS behavior in two mail flow directions
    - FortiMail TLS behavior in two mail flow directions
  - TLS profile
  - Example
- Troubleshooting FortiMail TLS issues
  - Common error messages
  - Useful tools
Appendix F: PKI Authentication
- Introduction to PKI authentication
- FortiMail PKI architecture
- Configuring PKI authentication on FortiMail
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