pmg-mail-filter.adoc

   1 [[chapter_mailfilter]]
   2 Mail Filter
   3 ===========
   4
   5 {pmg} ships with a highly configurable mail filter. It’s an easy but
   6 powerful way to define filter rules by user, domains, time frame,
   7 content type and resulting action.
   8
   9 image::images/screenshot/pmg-gui-mail-filter-rules.png[]
  10
  11 Every rule has 5 categories ('FROM', 'TO', 'WHEN', 'WHAT' and
  12 'ACTION'), and each category may contain several objects to match
  13 certain criteria:
  14
  15 'Who' - objects::
  16
  17 Who is the sender or receiver of the e-mail? Those objects can be used
  18 for the 'TO' and/or 'FROM' category.
  19 +
  20 ====
  21 Example: EMail-object - Who is the sender or receiver of the e-mail?
  22 ====
  23
  24 'What' - objects::
  25
  26 What is in the e-mail?
  27 +
  28 ====
  29 Example: Does the e-mail contain spam?
  30 ====
  31
  32 'When' - objects::
  33
  34 When is the e-mail received by {pmg}?
  35 +
  36 ====
  37 Example: Office Hours - Mail is received between 8:00 and 16:00.
  38 ====
  39
  40 'Action' - objects::
  41
  42 Defines the final actions.
  43 +
  44 ====
  45 Example: Mark e-mail with “SPAM:” in the subject.
  46 ====
  47
  48 Rules are ordered by priority, so rules with higher priority are
  49 executed first. It is also possible to set a processing direction:
  50
  51 'In'::  Rule applies for all incoming e-mails
  52
  53 'Out':: Rule applies for all outgoing e-mails
  54
  55 'In & Out':: Rule applies for both directions
  56
  57 And you can also disable a rule completely, which is mostly useful for
  58 testing and debugging. The 'Factory Defaults' button alows you to
  59 reset the filter rules.
  60
  61
  62 [[pmg_mailfilter_action]]
  63 'Action' - objects
  64 ------------------
  65
  66 image::images/screenshot/pmg-gui-mail-filter-actions.png[]
  67
  68 Please note that some actions stops further rule precessing. We call
  69 such actions 'final'.
  70
  71 Accept
  72 ~~~~~~
  73
  74 Accept mail for Delivery. This is a 'final' action.
  75
  76
  77 Block
  78 ~~~~~
  79
  80 Block mail. This is a 'final' action.
  81
  82
  83 Quarantine
  84 ~~~~~~~~~~
  85
  86 Move to quarantine (virus mails are moved to the “virus quarantine”,
  87 other mails are moved to “spam quarantine”). This is also a 'final' action.
  88
  89
  90 Notification
  91 ~~~~~~~~~~~~
  92
  93 Send notifications. Please note that object configuration can use
  94 xref:rule_system_macros[macros], so it is easy to include additional
  95 information. For example, the default 'Notify Admin' object sends the
  96 following information:
  97
  98 .Sample notification action body:
  99 ----
 100 Proxmox Notification:
 101 Sender:   __SENDER__
 102 Receiver: __RECEIVERS__
 103 Targets:  __TARGETS__
 104 Subject: __SUBJECT__
 105 Matching Rule: __RULE__
 106
 107 __RULE_INFO__
 108
 109 __VIRUS_INFO__
 110 __SPAM_INFO__
 111 ----
 112
 113 Notification can also include a copy of the original mail.
 114
 115
 116 Blind Carbon Copy (BCC)
 117 ~~~~~~~~~~~~~~~~~~~~~~~
 118
 119 The BCC object simply sends a copy to another target. It is possible to
 120 send the original unmodified mail, or the processed result. Please
 121 note that this can be quite different, i.e. when a previous rule
 122 removed attachments.
 123
 124
 125 Header Attributes
 126 ~~~~~~~~~~~~~~~~~
 127
 128 This object is able to add or modify mail header attributes. As notice above, you can use xref:rule_system_macros[macros], making this a very powerful object. For example, the 'Modify Spam Level' actions adds detailed infomation about detected Spam characteristics to the ` X-SPAM-LEVEL` header.
 129
 130 .'Modify Spam Level' Header Attribute
 131 ----
 132 Field: X-SPAM-LEVEL
 133 Value: __SPAM_INFO__
 134 ----
 135
 136 Another prominent example is the 'Modify Spam Subject' action. This
 137 simply adds the 'SPAM:' prefix to the original mail subject:
 138
 139 .'Modify Spam Subject' Header Attribute
 140 ----
 141 Field: subject
 142 Value: SPAM: __SUBJECT__
 143 ----
 144
 145
 146 Remove attachments
 147 ~~~~~~~~~~~~~~~~~~
 148
 149 Remove attachments can either remove all attachments, or only those
 150 matched by the rules 'What' - object. You can also specify the
 151 replacement text if you want.
 152
 153
 154 Disclaimer
 155 ~~~~~~~~~~
 156
 157 Add a Disclaimer.
 158
 159
 160 [[pmg_mailfilter_who]]
 161 'Who' - objects
 162 ---------------
 163
 164 image::images/screenshot/pmg-gui-mail-filter-who-objects.png[]
 165
 166 This type of objects can be used for the 'TO' and/or 'FROM' category,
 167 and macth the sender or receiver of the e-mail. A single object can
 168 combine multiple items, and the following item types are available:
 169
 170 EMail::
 171
 172 Allows you to match a single mail address.
 173
 174 Domain::
 175
 176 Only match the domain part of the mail address.
 177
 178 Regular Expression::
 179
 180 This one uses a regular expression to match the whole mail address.
 181
 182 IP Address or Network::
 183
 184 This can be used to match the senders IP address.
 185
 186 LDAP User or Group::
 187
 188 Test if the mail address belong to a specific LDAP user or group.
 189
 190 We have two important 'Who' - objects called 'Blacklist' and
 191 'Whitelist'. Those are used in the default ruleset to globally block
 192 or allow specific senders.
 193
 194
 195 [[pmg_mailfilter_what]]
 196 'What' - objects
 197 ----------------
 198
 199 image::images/screenshot/pmg-gui-mail-filter-what-objects.png[]
 200
 201 'What' - objects are used to classify the mail content. A single
 202 object can combine multiple items, and the following item types are
 203 available:
 204
 205 Spam Filter::
 206
 207 Matches if configured value if greater than the detected spam level.
 208
 209 Virus Filter::
 210
 211 Matches on infected mails.
 212
 213 Match Field::
 214
 215 Match specified mail header fields (eg. `Subject:`, `From:`, ...)
 216
 217 Content Type Filter::
 218
 219 Can be used to match specific content types.
 220
 221 Match Filename::
 222
 223 Uses regular expressions to match attachment filenames.
 224
 225 Archive Filter::
 226
 227 Can be used to match specific content types inside archives.
 228
 229
 230 [[pmg_mailfilter_when]]
 231 'When' - objects
 232 ----------------
 233
 234 image::images/screenshot/pmg-gui-mail-filter-when-objects.png[]
 235
 236 'When' - objects are use to activate rules at specific daytimes. You
 237 can compose them of one or more time-frame items.
 238
 239 The default ruleset defines 'Office Hours', but this is not used by
 240 the default rules.
 241
 242
 243 [[pmg_mailfilter_regex]]
 244 Using regular expressions
 245 -------------------------
 246
 247 A regular expression is a string of characters which tells us which
 248 string you are looking for. The following is a short introduction in
 249 the syntax of regular expressions used by some objects. If you are
 250 familiar with Perl, you already know the syntax.
 251
 252 Simple regular expressions
 253 ~~~~~~~~~~~~~~~~~~~~~~~~~~
 254
 255 In its simplest form, a regular expression is just a word or phrase to
 256 search for. `Mail` would match the string "Mail". The search is case
 257 sensitive so "MAIL", "Mail", "mail" would not be matched.
 258
 259 Metacharacters
 260 ~~~~~~~~~~~~~~
 261
 262 Some characters have a special meaning. These characters are called
 263 metacharacters.  The Period (`.`) is a commonly used metacharacter. It
 264 matches exactly one character, regardless of what the character is.
 265 `e.mail` would match either "e-mail" or "e-mail" or "e2mail" but not
 266 "e-some-mail".
 267
 268 The question mark (`?`) indicates that the character immediately
 269 preceding it either zero or one time. `e?mail` would match
 270 either "email" or "mail" but not "e-mail".
 271
 272 Another metacharacter is the star (`*`). This indicates that the
 273 character immediately to its left may repeated any number of times,
 274 including zero. `e*mail` would match either "email" or "mail" or
 275 "eeemail".
 276
 277 The plus (`+`) metacharacter does the same as the star (*) excluding
 278 zero. So `e+mail` does not match "mail".
 279
 280 Metacharacters may be combined. A common combination includes the
 281 period and star metacharacters (`.*`), with the star immediately following
 282 the period. This is used to match an arbitrary string of any length,
 283 including the null string. For example: `.*company.*` matches
 284 "company@domain.com" or "company@domain.co.uk" or
 285 "department.company@domain.com".
 286
 287 The book xref:Friedl97[] provides a more comprehensive introduction.