User manual KASPERSKY LAB KASPERSKY ANTI-SPAM PERSONAL 1.0

KASPERSKY LAB Kaspersky Anti-Spam Personal 1.0 USER'S GUIDE KASPERSKY ANTI-SPAM PERSONAL 1.0 User's Guide © Kaspersky Lab http://www.kaspersky.com © JSC Ashmanov & Partners http://www.ashmanov.com Revision Date: October, 2004 Contents CHAPTER 1. KASPERSKY ANTI-SPAM PERSONAL OVERVIEW............................ 5 1.1. What is Kaspersky Anti-Spam Personal............................................................... 5 1.2. Hardware and software requirements .................................................................. 6 1.3. Licensing policy ..................................................................................................... 7 1.4. Distribution kit ........................................................................................................ 7 1.4.1. License agreement ......................................................................................... 7 1.5. Services provided to registered users .................................................................. 8 1.6. Formatting conventions......................................................................................... 9 CHAPTER 2. INSTALLING AND UNINSTALLING KASPERSKY ANTI-SPAM PERSONAL................................................................................................................ 10 2.1. Preparing for the installation................................................................................ 10 2.2. Installing Kaspersky Anti-Spam Personal .......................................................... 10 2.3. Post-installation setup of Kaspersky Anti-Spam Personal................................. 13 2.4. Uninstalling Kaspersky Anti-Spam Personal...................................................... 14 CHAPTER 3. WORKING WITH MICROSOFT OUTLOOK 2000-2003 ...................... 15 3.1. Spam filtering....................................................................................................... 15 3.2. Kaspersky Anti-Spam Personal commands....................................................... 18 3.2.1. Managing Friends and Enemies lists........................................................... 19 3.2.2. Other commands.......................................................................................... 22 3.3. Individual settings ................................................................................................ 25 CHAPTER 4. WORKING IN THE MICROSOFT OUTLOOK EXPRESS ENVIRONMENT......................................................................................................... 29 4.1. Kaspersky Anti-Spam Personal settings for the Microsoft Outlook Express environment ....................................................................................................... 31 CHAPTER 5. UPDATING THE ANTI-SPAM DATABASE........................................... 39 APPENDIX A. ADDITIONAL INFORMATION ABOUT KASPERSKY ANTI-SPAM PERSONAL................................................................................................................ 43 APPENDIX B. FREQUENTLY ASKED QUESTIONS ................................................. 46 4 Kaspersky Anti-Spam Personal APPENDIX C. ABOUT KASPERSKY LAB................................................................... 50 C.1. Other Kaspersky Lab Products .......................................................................... 51 C.2. Contact Us .......................................................................................................... 55 APPENDIX D. ABOUT JSC ASHMANOV & PARTNERS........................................... 56 APPENDIX E. THIRD PARTY SOFTWARE ................................................................ 57 APPENDIX F. INDEX..................................................................................................... 59 CHAPTER 1. KASPERSKY ANTISPAM PERSONAL OVERVIEW 1.1. What is Kaspersky Anti-Spam Personal Kaspersky Anti-Spam Personal is designed to protect Microsoft Outlook and Microsoft Outlook Express users from unsolicited e-mail messages (spam). Firstly, such protection is implemented through checking various attributes of the messages: sender's and recipient's address, message headers (including the From and To headers). Secondly, content filtering method is used that involves the analysis of the message content (including the Subject header) and of the attached files1. This includes the use of unique linguistic and heuristic algorithms based on fuzzy comparison of the text fragments with sample messages and on more comprehensive analysis of the text, formatting features and other attributes of the messages. E-mail filtering technology used by Kaspersky Anti-Spam Personal was developed by JSC Ashmanov & Partners (see Appendix D, page 56). Attention! Every day new types of spam messages appear. In order to ensure that you have an up-to-date product, it is necessary to update the anti-spam database as frequently as possible. Make sure that you update anti-spam database immediately after you have installed Kaspersky Anti-Spam Personal on your computer! The anti-spam database is being continuously improved at the linguistic laboratory based on the results of everyday monitoring of spam sources. In order to ensure efficient spam protection, the latest release of such data shall be downloaded regularly by launching the anti-spam database updating process. We recommend that you set up the automatic updating of the database at least once a day. 1 Plain text, HTML, Microsoft Word and RTF formats analysis is provided. 6 Kaspersky Anti-Spam Personal Messages that have any features characteristic of spam will be processed as described in para 3.3, page 25. We hope that your experience of using Kaspersky Anti-Spam Personal will be most satisfying and that you will appreciate its advantages based on the following features: · · · The use of artificial intelligence methods in the analysis of e-mail messages content (content filtering). Integration of all filtering methods in a single module and ensuring efficient interaction of these methods. Easy-to-use centralized graphical interface for managing the filtering process. 1.2. Hardware and software requirements For installation and trouble-free operation of Kaspersky Anti-Spam Personal your system must meet the following hardware and software requirements: · · · · · · · IBM compatible PC with Intel Pentium processor. At least 64 MB RAM. At least 100 MB free space on the hard disk. CD-ROM drive. VGA or SVGA video card. ® Microsoft Windows 98, Windows ME, Windows 2000 Professional or Windows XP Operating System. ® ® Installed e-mail client Microsoft Outlook (2000, XP, 2003 or higher) ® and/or Microsoft Outlook Express (of version 5.1 or higher). Kaspersky Anti-Spam Personal Overview 7 Kaspersky Anti-Spam Personal will work with Microsoft Outlook only if Microsoft Outlook had been installed on your computer before the installation of Kaspersky Anti-Spam Personal. 1.3. Licensing policy Licensing policy is based on the License Agreement that comes into effect as described in para 1.4.1, page 7. Control over the authorized use of Kaspersky Anti-Spam Personal is based on the rights provided by the License Keys and on the period of the validity of these License Keys provided as electronic files separately from the distribution kit. 1.4. Distribution kit You can purchase Kaspersky Anti-Spam Personal either from our dealers (retail box) or in one of our online stores (for example, visit our website www.kaspersky.com and follow the E-Store link). The retail box package includes: · · · · A sealed envelope with the installation disk containing the program; User's Guide; License Key on a special disk; License Agreement. Before you open the envelope with the installation CD, make sure that you have carefully read the License Agreement. If you buy Kaspersky Anti-Spam Personal online, you will download the installation file from the Kaspersky Lab website. In this case, the distribution kit will include, along with the program, this User's Guide. The license key will be included with the distribution kit or e-mailed to you upon the receipt of your payment. 1.4.1. License agreement The License Agreement is a legal contract between you and Kaspersky Lab that contains terms and conditions on which you may use the product that you purchased. 8 Kaspersky Anti-Spam Personal Please read License Agreement carefully! If you do not agree with the terms and conditions of the License Agreement, you may return the retail box to the Kaspersky Anti-Spam dealer you purchased it from and the money you paid for subscription will be refunded to you on the condition that the envelope with the installation CD has remained sealed. By opening the sealed envelope with the installation CD, you confirm that you agree with all terms and conditions of the License Agreement. 1.5. Services provided to registered users Kaspersky Lab offers to all registered users of their products an extensive service package enabling registered users to boost the efficiency of Kaspersky Anti-Spam Personal. After you have purchased a subscription you become a registered program user and during the period of your subscription will be provided with the following services: · · · · · updates of the anti-spam database (several times a day); availability of program upgrades; support on issues related to the installation, configuration and use of the product provided by phone or via e-mail additional information about new Kaspersky Lab's products (only for users signed up for the newsletter). information about new Kaspersky Lab products and about new computer viruses throughout the world (for Kaspersky Lab newsletter subscribers). Kaspersky Lab does not provide support on issues related to the performance and the use of operating systems or other technologies. Kaspersky Anti-Spam Personal Overview 9 1.6. Formatting conventions Various formatting conventions are used throughout this Guide depending on the purpose of the particular part. These conventions are explained in the table below. Convention Bold font Meaning Menu titles, commands, window titles, elements of dialog boxes, etc. Note. Additional information, notes. Attention! Critical information that requires special attention. CHAPTER 2. INSTALLING AND UNINSTALLING KASPERSKY ANTI-SPAM PERSONAL 2.1. Preparing for the installation Before installing Kaspersky Anti-Spam Personal read this chapter and the readme file that may contain the latest recommendations on the program installation After you have carefully reviewed the License Agreement and accepted its terms and conditions (see para 1.4.1, page 7), you may open the envelope with the installation CD. You will find file setup.exe in the main folder of the installation CD. If you purchased the product online, please, run the Kaspersky Anti-Spam Personal distribution file. 2.2. Installing Kaspersky Anti-Spam Personal In order to install Kaspersky Anti-Spam to the computer, you will have to log in as a user that has System Administrator's rights. In order to initiate the installation of Kaspersky Anti-Spam Personal, run setup.exe (installer program) to start the package installer. The installation wizard will then check the system configuration and will prompt you for additional information required to proceed with the installation. Provided below is a detailed discussion of questions asked by the wizard during the program installation and possible answers to these questions. Installing and uninstalling Kaspersky Anti-Spam Personal 11 Step 1. Read the License Agreement The installation wizard will perform some preliminary work and display the text of the License Agreement (see Figure 1). Read it carefully and click the Yes button if you agree with the terms and conditions therein. In order to cancel the program installation, click the No button and terminate the installation process. Figure 1. The License Agreement text Step 2. Provide user information Next dialog box will prompt you to enter user's name and the user's company name. Default information will be copied from your operating system registry and you can alter it if you wish. In order to proceed with the installation click Next>. Step 3. Select e-mail client programs to be protected Then you need to select an e-mail client program to be protected by Kaspersky Anti-Spam Personal - one or both of the two options (see Figure 2). 12 Kaspersky Anti-Spam Personal Figure 2. Selecting e-mail clients to be protected If you use Microsoft Outlook, you should select this program as the capabilities of Kaspersky Anti-Spam can be utilized more efficiently and comprehensively when it is used with Microsoft Outlook. Selecting both e-mail client programs is also a relevant option from a practical point of view. Selecting Microsoft Outlook Express becomes reasonable only if you do not have Microsoft Outlook installed in your computer or if you have specific individual preferences. Step 4. Select the installation folder This dialog box will prompt you to select a folder on your hard drive (or accept the default installation folder suggested by the wizard) into which Kaspersky AntiSpam Personal program files will be copied. Step 5. License key installation Then the setup process will proceed automatically up to the point when you will be requested to specify the license key. If, for any reason, the installation wizard Installing and uninstalling Kaspersky Anti-Spam Personal 13 could not find the license key automatically, you will have to specify the path to the license key file yourself. Kaspersky Anti-Spam Personal WILL NOT WORK without a license key! The installation wizard will then advise you that the installation process was completed successfully and that you have to restart your computer in order to complete the setup. During the reboot the application services will be registered with your system. Select option Yes, restart my computer now and click the Finish button. You can start using Kaspersky Anti-Spam Personal immediately after the restart, but it is recommended to update the anti-spam database from the Internet prior to this (see Figure 3). In order to do so, simply click the Yes button. Figure 3. Dialog box prompting to update the anti-spam database 2.3. Post-installation setup of Kaspersky Anti-Spam Personal Kaspersky Anti-Spam Personal will be ready for use immediately upon the installation process is complete. It will start automatically with the e-mail client programs mentioned above and filter all incoming messages detecting spam. You can verify that Kaspersky Anti-Spam Personal was successfully installed by simply checking the appearance of the Microsoft Outlook (or Microsoft Outlook Express) main application window - an Anti-Spam menu and additional colored buttons on a separate tool bar will appear (see Figure 4). 14 Kaspersky Anti-Spam Personal Figure 4. Anti-Spam menu and additional toolbar with colored buttons in the Microsoft Outlook window Although the default settings of Kaspersky Anti-Spam Personal ensure everything required to detect spam and move it into special quarantine folders, there is a provision for a manual program configuration. When Kaspersky Anti-Spam Personal is run for the first time, the address extraction wizard will help you add addresses from your address book to your Friends list. It is strongly recommended that you fill the Friends list (that is the list of addresses that will never be considered as senders of spam) before you start actively using Kaspersky Anti-Spam Personal (see 3.2.1, page 19). For more details on configuring Kaspersky Anti-Spam Personal see para 3.3, page 25. 2.4. Uninstalling Kaspersky AntiSpam Personal Kaspersky Anti-Spam Personal can be uninstalled using standard Windows uninstallation method. Go to Control Panel, select Add or Remove Programs, select KASPERSKY ANTI-SPAM PERSONAL in the list of the programs installed in your computer, and press Change/Remove. System restart will be required to complete the uninstallation process. CHAPTER 3. WORKING WITH MICROSOFT OUTLOOK 2000-2003 Kaspersky Anti-Spam Personal is a powerful tool for detecting spam in incoming e-mail messages that you receive. When installed, the program is integrated into Microsoft Outlook and supports POP3, IMAP4 and Microsoft Exchange protocols. Kaspersky Anti-Spam Personal starts automatically with Microsoft Outlook and detects spam, filtering all incoming messages and moving messages identified as spam into special quarantine folders. Quarantine folders are created as subfolders of Inbox folder when first spam message is received and detected. 3.1. Spam filtering All spam messages fall into four types. · · · · apparent spam (SPAM); probable spam (PROBABLE SPAM); obscene content messages (OBSCENE); formal messages (FORMAL) including automatically generated messages, e.g. messages from e-mail bots. Since there are no absolute and comprehensive criteria for spam identification, Kaspersky Anti-Spam Personal marks suspicious messages as PROBABLE SPAM (suspicious of being spam, but not enough evidence to be classified as SPAM). Quarantine folders are named after the types of spam discussed above. According to the default settings of Kaspersky Anti-Spam Personal, when spam of any of the above types is detected for the first time, the corresponding quarantine folder will be created and the message will be moved into this folder. Only when OBSCENE type messages are received (strictly speaking, it may or may not be spam), the default settings (see para 3.3, page 25 about altering default settings) prescribe placing messages into the main storage folder (Inbox folder) and mark it with the [--Obscene--] tag. 16 Kaspersky Anti-Spam Personal As you proceed using your e-mail client program, a proper quarantine folders configuration will be developed (see Figure 5). Figure 5. Spam quarantine folder and its content The above figure is the illustration of the case when a SPAM message is detected. Therefore, a Spam subfolder was created within the Inbox folder where the spam message was moved. This prevents cluttering of the Inbox folder with spam messages. Figure 5 also illustrates that Kaspersky Anti-Spam Personal marks spam messages, adding corresponding tokens to the Subject field. In this particular case token [!! SPAM] is added to the Subject field of a SPAM message. The filtering process is thoroughly documented and the statistical data is available via the Statistics tab of the Options dialog box that can be accessed using the Anti-Spam | Options menu item (see Figure 6). Working with Microsoft Outlook 2000-2003 17 Figure 6. Spam statistics for the month by categories By choosing a desired reporting period, the user can view statistics for a Day, Month or Total statistical data (information for the entire period of e-mail monitoring). To reset the total statistics (clear existing data and start again) press Reset. Statistical data on received spam messages is accumulated and displayed without any need for user's interference. More detailed statistics is contained in the Log file (see Appendix A, p. 43) The mode of Kaspersky Anti-Spam Personal operation, described in this chapter, is very simple and can be used by any Microsoft Outlook user without difficulty. 18 Kaspersky Anti-Spam Personal In some situations, Kaspersky Anti-Spam Personal commands should be used (for details see para 3.2, page 18). Particularly, in the previous chapters of this User's Guide it was repeatedly recommended that you create a list of Friends (that is trustworthy people whose messages will never be considered spam) before you start actively using Kaspersky Anti-Spam Personal (see para 3.2.1, page 19). 3.2. Kaspersky Anti-Spam Personal commands Kaspersky Anti-Spam Personal commands are accessible via the Anti-Spam menu (see Figure 7) integrated into the menu of Microsoft Outlook as shown below. Figure 7. Anti-Spam menu integrated in Microsoft Outlook The majority of the menu commands (except for three first items from below) are also available as colored buttons on the additional toolbar in the Microsoft Outlook window (see Figure 5). The sequence of buttons (from left to right) is the same as the sequence of the menu commands (from top to bottom). Besides, Working with Microsoft Outlook 2000-2003 19 each button is provided with a tooltip displayed when the mouse cursor points to it. This toolbar can be easily shown or hidden by View | Toolbars | Anti-Spam menu command in Microsoft Outlook. Help... menu item displays online Help system. About Kaspersky Anti-Spam... menu item displays information about the program, its version, registered user and the license key. Below is the review of other menu commands grouped by their destination; at this point it should be noted that the most popular commands may also be accessed via keyboard shortcuts. For example, the It is Spam command as shortcut , It is Not Spam command has shortcut and so on (four top Kaspersky Anti-Spam Personal menu items also have shortcuts). 3.2.1. Managing Friends and Enemies lists We would like to remind that we interpret a Friend as an e-mail address, messages from which are never considered spam. That is why such addresses must be entered into special Friends lists. The opposite of the above is an address, messages from which are definitely spam. Such addresses must be entered into Enemies lists. Kaspersky Anti-Spam Personal provides for several simple and intuitive ways to form Friends and Enemies lists. You can do it using commands: Add Friend, Add Enemy, Add Addresses from current folder..., Manage Friends... and Manage Enemies.... The corresponding menu items are shown above (see Figure 7). The first two of the above commands are the simplest. They can be applied to one message or several messages (multiple selections are supported), selected from the list of received messages in Microsoft Outlook to automatically add the senders of the selected messages to the Friends or Enemies list. Add Addresses from current folder... command performs the same action to all messages within a selected Microsoft Outlook folder. The user will have to indicate which list (Friends or Enemies) he or she would like to add the senders' addresses to (see Figure 8). 20 Kaspersky Anti-Spam Personal Figure 8. Extract Addresses Wizard Figure 8 shows that you can create a list of friends or enemies while extracting the addresses. Depending on the folder selected, the addresses will be extracted from messages or from the Contacts database (if the Contacts folder is selected in Microsoft Outlook). Manage Friends... and Manage Enemies... commands, as the names imply, let the user edit the existing friends and enemies lists. They also let the user just type in new addresses. These commands display Manage Friends List or Manage Enemies List dialog box (see Figure 9).