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Table of Contents
Getting Started
About this guide
Initial steps
Logging on and portal security
Locking down your firewalls
Privacy statement
Idle timeout
Customizable landing page
Cloud portal navigation
Dashboard
Alerts
Account Settings
My Account
Configuring SIEM storage
Contacts
Adding a contact
Password settings
Password policy
Password expiration limit
User lockout
Changing passwords
Forgotten passwords
Two-factor authentication
Login options
Terms of use
Custom file types
Identity Management
End Users
Groups
Downloading and uploading groups
Licenses
Licenses page
License information
Accepting licenses
Administrator single sign-on
Data Protection Settings
Important rules for configuring accounts
Working with External Directories
What is SCIM?
How the service works with SCIM
What is LDAP?
How the service works with LDAP
Planning for your first synchronization
Deciding what to synchronize
Synchronizing with SCIM
Synchronizing with the Directory Synchronization Client
Basic steps
Cloud portal tasks
Configure identity management
Set up authentication (Directory Synchronization only)
Client tasks (Directory Synchronization only)
Maintenance
View and manage user data
View and print reports
View recent synchronizations
Restore directories
Troubleshoot synchronization failures
Turn off identity management
Configuring Email Settings
File sandboxing
Supported file types
What does a file sandboxing transaction look like?
File sandbox reports
DNS records and service IP addresses
Aliases
Adding or modifying an alias
Downloading and uploading aliases
Blocklist and allowlists
Personal Email Subscriptions
Subscriptions tab
Settings tab
Text and Language tab
Bulk Upload tab
Email notifications
Adding notifications
Editing notifications
Configure block and notification pages
Editing block and notification pages
Image allowlist
Email connectivity testing
URL Sandboxing utility
Defining Email Policies
General tab
General policy information
Notifications
Annotations
Editing an annotation
Report this email as spam
Adding annotations
Domains tab
Adding domains
CNAME records and A records
MX records
Connections tab
Configuring inbound mail routing rules
Testing mail routing
Adding inbound and outbound routes
Disaster recovery
Antivirus tab
Editing inbound or outbound rules
Antivirus exceptions
URL Sandboxing tab
URL sandboxing exceptions
Antispam tab
Antispam exceptions
Adding an entry to the allowlist or blocklist
Uploading a allowlist or blocklist
Uploading allowlist and blocklist exceptions in bulk
Antispoofing tab
Spoofed Message Detection
Internal Executive Spoofing
DKIM Signing
Antispoofing Checks
Content Filter tab
Editing content rules
Attachments
Masking attachments
Quarantining messages with specific file types
Image analysis and quarantining
Attachment exceptions
Parking attachments
Park attachments by file type
Creating custom file types
Unknown attachment types
Securing suspicious attachments
Message Size
Filtering using lexical rules
Phrase score and lexical rule thresholds
Creating a lexical rule in simple mode
Creating a lexical rule in advanced mode
Creating a compliance rule
Quarantining messages where analysis does not complete
Managing dictionaries
Excluding phrases from a dictionary
Advanced dictionary configuration
Importing language packs
Encryption tab
Transport Layer Security
Configuring TLS for a connection or route
Configuring TLS on your connections
Configuring third-party TLS connections
Testing an outbound connection
When TLS fails
Adding an encryption rule
Standard encryption
Password specification
Notifications
Accessing email
Combining standard encryption with content filtering rules
Advanced encryption
Editing advanced encryption settings
Data Protection tab
Message Center
Understanding your results
Performing actions on the results
Message actions page
Viewing message details
End-User Self Service
Requesting a message report
Understanding the report
Accessing quarantined email
Changing subscription details
Consolidating email report data
Email Reporting Tools
Email Report Center
Viewing detailed reports
Drilling into report items
Using Message Details
Email report attributes
Email report metrics
Email predefined reports
Legacy Email Reporting
Reporting periods
Downloading report results
Categorized reports
Saving reports
Scheduling categorized reports
Email report list
Report Center
Using the Report Catalog
Managing reports
Managing folders
Using the Report Builder
Creating a report
Viewing report results
Viewing detailed reports
Exporting a report
Scheduling reports
Adding and editing scheduled jobs
Exporting data to a third-party SIEM tool
Running the SIEM log file download script for Forcepoint storage
Account Reports
Account Summary report
Scheduling Account Summary reports
Printing Account Summary reports
Viewing detailed information
Service reports
Downloading report results
Saving reports
Scheduling reports
Audit Trails
Configuration audit trail
SCIM audit trail
Administrator audit trail
Standard Email Configuration
Use Cases for Setting up User Provisioning
New Web and/or email customers (LDAP)
New and existing email customers
New Web customers (SCIM)
Existing Web and/or email customers (LDAP)
Considerations for existing customers (LDAP)
Existing Web customers (SCIM)
Considerations for existing customers (SCIM)
Standard Regular Expression Strings
Supported File Types
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