1.3 Quick Checklist
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## 1.3 Quick Checklist

This chapter gives you a basic step-by-step guide to quickly set up Kerio MailServer so that it can function as a mail server for your company immediately. All that you need is basic knowledge of TCP/IP and of the principles of Internet mail protocols, and some information from your ISP: the type of connection and the way email is delivered for your domain.

If you are unsure about any element of Kerio MailServer, simply look up an appropriate chapter in the manual. If you do not know how and/or where email is delivered for your domain, please contact your ISP.

1. Install Kerio MailServer and make the required settings using the configuration wizard (create the primary domain as well as username and password for the user Admin). Log into the Kerio Administration Console program.

   By default, Kerio MailServer is installed to the following directories:

   - Mac OS X

     `/usr/local/kerio/mailserver`

   - Linux

     `/opt/kerio/mailserver`

   - MS Windows

     `C:\Program Files\Kerio\MailServer`

2. In Configuration/Services, set up the services you are planning to use. If you would like to run a web server on the same machine, for example, stop the HTTP/Secure HTTP service, change its port or reserve one IP address for the service's default port. For more details refer to chapter 6.1 Service Parameter Settings.

3. Create local domains (Configuration/Domains). The primary domain must be created first (configuration guide). After you create other domains, you can set any of them as primary. If you are not sure as to which domain should be primary, choose the domain that contains the most users. Do not forget to fill in the DNS name of the SMTP server. For more information see chapter 7 Domain and its settings.

4. Create user accounts for individual domains (Domain Settings/Users). Account names should correspond with the users' primary email addresses. We do not recommend using special characters for name definitions. You can also import users from external sources. See chapter 8 Users for more details.

5. If necessary, create groups (to create group addresses, for instance; under Domain Settings/Groups) and assign users to them. For more information refer to chapter 9 User groups.

6. Define aliases for users and user groups if necessary (Domain Settings/Aliases). More details can be found in chapter 12.3 Aliases.

7. In Configuration/Internet Connection, set the type of Internet connection: Online for leased line, cable modems and ADSLs and Offline for any kind of dial-up connection. For more information go to chapter 11 Internet Connection.

8. If the modem is installed on the same computer as Kerio MailServer, choose the correct RAS line. Again, see chapter 11 Internet Connection for more information.

9. If the Internet connection type is Offline, set Scheduling (Configuration/Scheduling). If the type is Online, only set scheduling if you would like to retrieve email from remote POP3 accounts or receive email using ETRN command. More information can be found in chapter 20 Scheduling.

10. If you would like to retrieve email from remote POP3 accounts or domain accounts, create corresponding accounts in Configuration/POP3 Download. If email from these accounts is to be sorted into local accounts, also define the sorting rules. Refer to chapter 12.4 remote POP3 mailboxes.

11. If email for certain domains should be received from a secondary server using ETRN command, define corresponding accounts in Configuration/ETRN Download. See chapter 12.5 Receiving Email Using ETRN Command for details.

12. Set up antivirus control in Configuration/Antivirus. Choose a plug-in module for the antivirus program that you have installed. Choose the action that should be performed in case an infected attachment is found. You can also choose to filter certain types of attachments (e.g. executables). Refer to chapter 14 Antivirus Control of Email And Attachment Filtering for more information.

13. If Kerio MailServer is running behind a firewall, map appropriate ports. See chapter 29.3 Firewall for more information.

14. If the SMTP server is accessible from the Internet, set up Anti-spam protection (Configuration/Spam Filter), to prevent misuse of the mail server for sending spam email. You can also protect yourself from receiving such email from other servers. For more information, see chapter 13 Antispam control of the SMTP server.

15. Set up email backup/archiving of mail folders and configuration files if necessary. See chapter 15.2 Back-up of user mailboxes and basic server configuration for details.

16. Create a certificate for the mail server for secure communication, or ask a commercial certification authority to do this. For more information, see chapter 16 Server's Certificates.

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1.2 Additional documentation | Contents | Chapter 2 Installation