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Configuring Personal Email Manager End User Options
Administrator Help | Forcepoint Email Security | Version 8.5.x
 
Managing a Secure Sockets Layer (SSL) certificate
Administrator Help | Forcepoint Email Security | Version 8.5.x
Use the page Settings > Personal Email > SSL Certificate to manage the Personal Email Manager SSL certificate, which enables secure email transmission for Personal Email Manager appliances. You can use the default certificate provided with Personal Email Manager, or you can import a new enterprise certificate from a certificate authority (CA).
After email product installation, default certificate information appears on the page Settings > Personal Email > SSL Certificate, in the Certificate Details section. Details include the certificate version, serial number, issuer, and expiration date.
Importing a certificate
Importing an SSL certificate to Personal Email Manager from a CA replaces the current certificate. Personal Email Manager certificate information is automatically copied to a new appliance when it is added to the Forcepoint Security Manager Email Security module.
Use the following procedure to import a certificate:
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Click Import on the page Settings > Personal Email > SSL Certificate, below the Certificate Details area.
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Click Yes in the confirmation dialog box.
An Import Certificate area appears below the Import button.
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Enter the certificate filename in the Import Certificate field or navigate to it using Browse.
File format must be .jks, .p12, or .pfx.
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Maximum length is 100 characters; do not use special characters.
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Mark the Private key alias check box and enter an optional alias (or identifier) for the private key in the entry field.
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Mark the Private key password field and enter an optional password for the private key in the entry field.
Maximum length is 100 characters.
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Restoring the default certificate
You can restore the Personal Email Manager default certificate at any time by clicking Restore Default Certificate on the page Settings > Personal Email > SSL Certificate. This action replaces the current certificate.
Restart the Personal Email Manager service to activate the new certificate.
Creating the quarantine mail notification message
Administrator Help | Forcepoint Email Security | Version 8.5.x
The Personal Email Manager notification message alerts users that email addressed to them has been blocked. The notification message list includes mail sent to all a user's email addresses, including alias addresses. The notification is sent to a user's primary email address.
The page Settings > Personal Email > Notification Message is composed of four sections:
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After you complete all four sections, click OK to enable the delivery of notification messages.
Specifying Personal Email Manager access
Use the Notification Message Links section to designate the appliance that the end user accesses to manage blocked email in the Personal Email Manager tool. This setting is also used to create the hyperlinks to blocked mail listed in the user notification message. You can customize the URL for Personal Email Manager access to suit your needs.
Personal Email Manager users must have Personal Email Authentication permissions in order to use the facility. See Managing user validation/authentication options for information about granting Personal Email Manager permissions to end users.
Enter the IP address or hostname of the Personal Email Manager appliance.
Enter the port number (default is 9449). The port number should not be an email management server or appliance reserved port.
 
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Use the Custom URL field to enter a URL path for Personal Email Manager user access that is different from the one automatically generated using the IP address and port entered above. This URL is also used for the notification message hyperlinks. The path can have a maximum length of 250 alphanumeric characters, hyphens, and underscores; a hyphen cannot be the first character. The custom URL supports only one subdirectory (for example, www.mycompany.com/pemserver) and should use the port designated in the Port field.
Deploy a group of email appliances to handle Personal Email Manager end-user activities. Configuring an appliance cluster for Personal Email Manager access can enhance performance by activating an appliance load-balancing feature. If the appliance you access is configured in a cluster, the appliance forwards Personal Email Manager access requests to other cluster machines using a round robin mechanism.
Add and remove appliances from a cluster using the page Settings > General > Cluster Mode (see Configuring an appliance cluster).
Scheduling the notification message
You have several options for scheduling the frequency of the notification messages that tell users that they have blocked messages. Configure the schedule settings on the page Settings > Personal Email > Notification Message.
Select the frequency of notification messages in the pull-down menu Send notifications. By default, None is selected, and no other option in this section is enabled.
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If you select Every day in the Send notifications pull-down menu, the Time options are enabled for selection. You can choose as many time intervals as you like, in 1-hour increments.
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If you select Every workday in the Send notifications pull-down menu, the Time options are enabled for selection. You can choose as many time intervals as you like, in one-hour increments.
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If you select Every week in the Send notifications pull-down menu, the Day of week and Time fields are activated. Designate a day of the week for notification messages to be sent. You can choose as many time intervals as you like, in 1-hour increments.
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Using the notification message template
The notification message template helps you determine the content and appearance of the email that informs users of blocked messages.
Any customizations you make to the notification message template are lost when upgrading to a new version of Forcepoint Email Security. After upgrade, you will need to reconfigure your customized templates.
Configure the notification message as follows:
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Deliver (default selection), to allow the user to release a blocked message. The email may be delivered directly to the user's inbox, or it may be submitted for continued processing by subsequent filters if appropriate. The behavior is determined on the page Settings > Personal Email > End-user Portal, in the section Quarantined Message Delivery Options.
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Not Spam, to allow the user to report a blocked message that should not be classified as spam
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Delete (default selection), to remove a blocked message from the user's blocked message list
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Add to Always Block list, to allow an authorized user to add an address to a personal Always Block List
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Add to Always Permit list, to allow an authorized user to add an address to a personal Always Permit List
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Enter a brief description of the email filtering product in the Description entry field (default is "Forcepoint Email Protection Solutions").
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Enter the sender username in the Sender username field.
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Configure the subject line that you want the notification message to display in the Subject field. This subject will appear in the user's inbox when the notification message is received.
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Creating the notification message recipient list
You can determine which Personal Email Manager users receive notification messages by entering their details into the Recipients List section. Only the users listed in the Recipients list receive notification messages alerting them about blocked email.
The Recipients list is based on user directories. All existing user directories are listed in the left-hand user directories box. Select a user directory and click the right arrow to add the directory to the Recipients list.
Click Add user directory to create a new directory on the Add User Directory page (see Adding and configuring a user directory). After you create a new user directory, it will appear in the user directories list on the Notification Message page.
To delete a user directory from the Recipients list, select the directory in the Recipients list and click Delete.
Setting user account options
Administrator Help | Forcepoint Email Security | Version 8.5.x
You can configure some Personal Email Manager user account options on the page Settings > Personal Email > User Accounts. Allow users to manage personal Always Block and Always Permit lists, delegate blocked message management to another individual, and manage multiple user accounts in a single Personal Email Manager session.
User account management configuration settings made on one appliance are applied to all the appliances in your network.
Authorizing use of block and permit lists
Authorized users can manage their own Always Block and Always Permit lists after they log in to Personal Email Manager. Use the page Settings > Personal Email > User Accounts to specify users who can manage entries in personal block and permit lists.
Adding authorized users
You can allow users to manage personal Always Block and Always Permit lists by specifying user directories that contain users with Personal Email Manager authentication privileges. Create user directories (in the User Directories page), and then specify authentication options for these user directories in the Add User Authentication page. (See Adding and configuring a user directory for user directory details and Managing user validation/authentication options for information about user authentication settings.)
On the page Settings > Personal Email > User Accounts, user directories for which you have specified Personal Email Manager privileges appear as available user directories. To grant permission for a user directory group to manage personal block/permit lists, select a user directory in the available directories list by marking the check box next to the directory name, and click the arrow button to move it to the Recipients box.
Removing authorized users
Remove previously authorized users by selecting a user directory in the Recipients box and clicking Delete. The user directory still appears in the available directories box, but its members no longer have Always Block/Always Permit list management permissions.
Enabling user account management
You can enable user account management functions for a Personal Email Manager end user by marking the check box Enable user account management on the page Settings > Personal Email > User Accounts. You can let end users delegate the management of blocked messages to one or more other individuals.
End users can configure these options in the User Account Access page, in the Personal Email Manager end-user interface. See Personal Email Manager User Help for details.
Personal Email Manager General Settings
Administrator Help | Forcepoint Email Security | Version 8.5.x
Use the options on the Personal Email Manager General Settings page to configure both the end-user portal and Personal Email Manager notification messages.
Enabling end-user action auditing
Specify whether to maintain a record of end-user email management activities performed from either the Personal Email Manager notification message or from the Quarantined Messages List.
Enable the Personal Email Manager Audit Log
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View the log at Main > Status > Logs > Personal Email Manager. See Personal Email Manager Audit Log.
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The settings are saved.
Applying sender options
Select the content from incoming messages to be displayed in the Sender column of the end-user portal and in Personal Email Manager notification messages; Envelope Sender address or From: address. The selected option additionally applies when adding the sender to the Always Block and Always Permit lists.
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Enable sender options
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From the section Sender Options, select Envelope Sender address or From: address.
The selected address displays in the end-user portal, Personal Email Manager notification messages, and Always Block and Always Permit lists.
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The settings are saved.
Selecting quarantine message queue display
Select the queues for which messages are displayed to Personal Email Manager end users.
Select message queue display
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Multiple queues can be selected. Example: Select spam, exception, and data-security.
Messages from the Spam, Exception, and Data Security message queues display in Personal Email Manager notification messages and in the Quarantined Messages List.
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The settings are saved.
Enabling quarantine message delivery
Specify the Personal Email Manager behavior when an end user clicks Deliver for a selected message in the Quarantined Messages List.
Enable quarantine message delivery
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Allows end users to release blocked email for direct delivery to their inbox.
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Forces the analysis of blocked email to resume through all subsequent filters.
A message triggering a subsequent filter may not be delivered to an end user if this option is selected.
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The settings are saved.
Customizing the Personal Email Manager end-user portal
Administrator Help | Forcepoint Email Security | Version 8.5.x
You can use the page Settings > Personal Email > End-user Portal to customize the end-user facility's appearance and to designate the quarantined message queues whose messages are displayed in Personal Email Manager end-user notification email.
Choosing a logo display
By default, the Forcepoint company name and logo appear on the Personal Email Manager end-user page. You may choose to have no company name or logo appear on the portal. For this option, leave the Company name field blank and select None in the Logo field pull-down menu.
You can also customize the end-user portal by having your company name and logo appear there. Use the following procedures to customize your Personal Email Manager end-user portal in the End-user Portal Options section:
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The Upload logo field appears. Browse to your logo file and select it for upload. The logo file must be:
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You can change the logo file you use by clicking Browse next to your logo filename and browsing to a new logo file.
Enabling blocked message delivery
Specify the queue to which you want a message blocked by the Personal Email Manager Always Block list delivered.
Mark the check box Save the original message to a queue, and select a queue from the pull-down menu or add a new queue for this purpose.
Activating quarantined message list caching
You can activate a list caching function for the Personal Email Manager end-user Quarantined Messages list that can enhance list display performance by reducing the number of database refresh operations. The following end-user actions do not automatically trigger a page refresh:
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These operations reduce the size of the Quarantined Messages List until the page is less than half its original size, when an automatic refresh occurs.
Personal Email Manager end users may initiate a manual page refresh at any time by clicking Refresh.
Enabling quarantine message delivery
You can specify Personal Email Manager behavior when an end user clicks Deliver for a selected message in the Quarantined Messages list. Select one of the following options:
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Deliver quarantined message, to allow end users to release blocked email for direct delivery to their inboxes
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Resume quarantined message processing, to force the analysis of blocked email to resume through all subsequent filters. If this option is used, a message may not be delivered to an end user if it triggers a subsequent filter.

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