Step 2: Quick-Start Guide

The information on this page will guide you through setting up a domain for Scora protection using the Scora Quick-start feature and assumes that you have already completed Step 1 - Pre-setup. Using Quick-start will allow you to quickly setup a domain for Scora protection with minimal effort since it gathers only the basic information needed to get started. If you wish to take full advantage of all of Scora's features such as defining aliases, creating a whitelist or defining exempt users, we suggest you review the Advanced Options (Step 3) guide *AFTER* you have completed the Quick-start procedure.

Please confirm that you have completed the steps described in the pre-setup documentation before proceeding!

A. Login
B. Create Default User List (optional; for multiple domain management only)
C. Quick-Start 1 - General Settings
D. Quick-Start 2 - User List
E. Quick-Start 3 - Report Options

 

A. Login
1.If you are not currently logged into Scora or if your login session has expired, go to this web page to access the Scora login screen: https://secure.tikitechnologies.com
2.Enter your Scora login name (as specified in your startup documentation sent via email or the current login if you have changed it).
3.Enter the current login Password (as specified in your startup documentation sent via email or the updated password if you have changed it).
4.Click "login".
NOTE: Please contact Tiki Technologies support if you need to recover your password.
5.Proceed to Section B.

B. Create Default User List (optional; for multiple domain management only)
NOTE: If you are managing only one domain or if your user lists between each domain are *NOT* the same and you wish to setup your user list manually, skip to step 1 in section C of this guide now.

If you are managing multiple domains and you wish to duplicate your user list across several domains, we suggest creating a Default User List so that you can use it as a template. Once you have established a Default User List, you can choose to reference it or you can setup your user list manually for any of your domains.

1.If you just logged in, skip to step 2 in this section. Otherwise, click on the "Manage Domains" menu (or Domain Info if you are already in this section).
2.Click on the "configure defaults" button located towards the bottom of this page.
3.Click on the "User List" menu link.
4.If you have a plain text file of all your domain's email users as described in the Pre-setup guide, click on the "Browse..." or "Choose file" button located near the bottom of the page.
NOTE: Uploading a list will overwrite any existing entries. Please confirm that your list is current and complete prior to uploading. Duplicates in a list that are uploaded will automatically be removed after the upload.
5.From the new screen that opens, navigate to the file on your computer and double-click on it to select it for upload.
6.Select the type of list you are uploading from the "Upload file containing email address list" section; in this case click on "Users (protected)".
7.Click "upload/replace email addresses" once you are ready to upload the file.
8.The list of users you just uploaded will now be displayed on the screen.
9.If you would like to add users individually, you can do so by typing them into the
"add email users" text field on this screen, selecting the "Users (protected)" option, and than
clicking the "add email users" button when you are ready to add them to your existing User List.
NOTE: Users added with the method in step 9 are appended to the existing list rather than overwriting the current list. You can add one or more email users, one per line or separated by spaces. Please enter only the part of the address on the left side of the @ sign.
10.Click on the "Domain Info" menu link.
11.Proceed to Section C.

C. Quick-Start 1 - General Settings
1.Click on the "quick-start" button next to the domain you want to configure.
2.Type in the hostname or IP address of your organization's mail server into the "Destination mail server" field.
NOTE: Entering a value in step 2 is *REQUIRED*! The hostname must be a fully qualified domain name which consists of a local hostname, a domain name and a top-level domain (tld).
3.Specify the number of days you would like to keep quarantined messages before they are automatically deleted by clicking on the drop-down menu.
NOTE: By default Scora will hold quarantined messages for 20 days. The maximum hold time that can be specified is 30 days.
4.Specify the level of prefilter blocking you would like by clicking on the drop-down menu.
NOTE: Prefilter blocking will block and reject email at an early stage before it is processed by the normal Scora filters. It is strongly recommended that you keep the system default as "Usual" for this option. You can choose to increase this level if you feel the Scora filters are not catching enough spam.
5.Click "next >>" to continue to the next section, your settings will automatically be saved.
NOTE: You can click on "save" to immediately apply your settings or "clear changes" to reset any values you may have adjusted prior to clicking "save" or "next >>".
6.Proceed to Section D.

D.Quick-Start 2 - User List
In this section you will define your user list (the list of all email addresses for your domain). Creating a valid User List is required *BEFORE* using Scora! ALL email addresses used by your domain must be specified here and these addresses should currently exist and be defined on the destination mail server. Email sent to any undefined addresses will bounce back to the sender as undeliverable and will not be recoverable.

NOTE: If you are managing only one domain or if your user lists between each domain are NOT the same and you wish to setup your user list manually, skip to step 3 in this section now.

1.If you are managing multiple domains and wish to use your default user list template described in section B, select "use default user list" (so that you can quickly replicate duplicate user lists rather than manually entering them for each domain) and click "change status".
2.Click the "Report Options" menu link at the top right of the page and proceed to section E of this guide.
3.If you have a plain text file of all your domain's email users as described in the pre-setup guide, click on the "Browse..." or "Choose File" button located near the bottom of the page.
NOTE: Uploading a list of users will overwrite any existing user entries. Please confirm that your list is current and complete prior to uploading. Duplicates in a list that are uploaded will automatically be removed after the upload.
4.From the screen that pops up, navigate to the file that contains your user list on your computer and double-click on it to select it for upload.
5.Click "upload/replace email addresses" once you are ready to upload the file. The list of users you just uploaded will now be displayed on the screen.
6.To add users individually, type them into the "Add" text box towards the bottom of the screen, and than click the "add email users" button when you are ready to add them to your existing User List.
NOTE: Users added with this method are appended to the existing list of users rather than overwriting the current list. You can add one or more email users, one per line or separated by spaces. Please enter only the part of the address on the left side of the @ sign.
7.Click "next >>" to continue to the next section or "<< back" to return to the previous screen.
NOTE: You may also jump to any previous Quick-start section by selecting "Step 1" or "Step 2" from the Quick-Start sub-menu under Manage Domains.
8.Proceed to Section E.

NOTE: Aliases, Exempt users, and Whitelists can be defined *AFTER* completing this Quick-Start guide. The Advanced Options guide explains how.

E. Quick-Start 3 - Reporting Options
1.You can choose the customize any of the options on this page, however the most critical is the "Administrator Report email address" field. Type in the email address you wish all administrator reports to be sent to before clicking "done". The default system settings work fine for most administrators.
NOTE: The Administrator report email address is required to proceed. Only 1 email address can be specified. Details about the various options can be found in the Report Options section of the Manage Domains document.
2.Click the "done" button to complete the Quick-start configuration or "<< back" to return to the previous screen. If you have setup a Default User List, click "apply changes".
Note: You may also jump to any previous Quick-start section by selecting "Step 1" or "Step 2" from the Quick-Start sub-menu under Manage Domains. If you wish to reset the values to the recommended system settings, click on "use defaults".

Please refer to the Reports section in the Scora user interface guide for more details on the different types of reports that are available. By default, each user will be emailed a daily report that details how many messages were processed for that user and a summary of any messages that were sent to the quarantine (if the quarantine facility is enabled). This allows your end users to manage their own quarantined messages.

Congratulations! You have completed the basic setup needed to start using Scora for your domain. You are now ready to move on to Step 3: Advanced Options. To proceed, Click NEXT.