1 | DSPAM v3.10.2 |
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2 | COPYRIGHT (C) 2002-2012 DSPAM Project |
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3 | http://dspam.sourceforge.net/ |
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4 | |
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5 | LICENSE |
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6 | |
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7 | This program is free software: you can redistribute it and/or modify |
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8 | it under the terms of the GNU Affero General Public License as |
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9 | published by the Free Software Foundation, either version 3 of the |
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10 | License, or (at your option) any later version. |
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11 | |
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12 | This program is distributed in the hope that it will be useful, |
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13 | but WITHOUT ANY WARRANTY; without even the implied warranty of |
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14 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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15 | GNU Affero General Public License for more details. |
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16 | |
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17 | You should have received a copy of the GNU Affero General Public License |
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18 | along with this program. If not, see <http://www.gnu.org/licenses/>. |
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19 | |
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20 | CREDITS |
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21 | |
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22 | Original Work By |
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23 | Lead development till 3.8.0: Jonathan A. Zdziarski <jonathan@nuclearelephant.com> |
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24 | Lead development after 3.8.0: Stevan Bajic <stevan@bajic.ch> |
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25 | PostgreSQL driver: Rustam Aliyev <rustam@azernews.com> |
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26 | External Lookup module: Hugo Monteiro <hugo.monteiro@fct.unl.pt> |
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27 | Various: |
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28 | Feb/2006 Cove Schneider <cove@wildpackets.com> |
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29 | Jan/2006 Norman Maurer <nm@byteaction.de> |
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30 | |
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31 | Your name is missing? Let us know with a reference to your commit, and we'll |
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32 | add you to the list. |
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33 | |
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34 | COPYRIGHT |
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35 | |
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36 | As of 12 January 2009 the copyright is owned by the DSPAM Project, represented |
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37 | by a team of people, including: |
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38 | Alexander Prinsier |
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39 | Dov Zamir |
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40 | Hugo Monteiro |
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41 | Ion-Mihai Tetcu |
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42 | Paul Cockings |
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43 | Stevan Bajic |
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44 | |
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45 | TABLE OF CONTENTS |
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46 | |
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47 | General DSPAM Information |
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48 | |
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49 | 1.0 About DSPAM |
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50 | 1.1 Installation and Configuration |
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51 | 1.2 Testing |
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52 | 1.3 Troubleshooting |
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53 | 1.4 DSPAM Tools |
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54 | 1.5 Agent Commandline Arguments |
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55 | |
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56 | Advanced DSPAM functionality |
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57 | |
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58 | 2.0 Linking with libdspam |
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59 | 2.1 Configuring groups |
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60 | 2.2 External Inoculation Theory |
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61 | 2.3 Client/Server Mode |
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62 | 2.4 LMTP |
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63 | 2.5 DSPAM User Preferences |
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64 | 2.6 Fallback Domains |
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65 | 2.7 External User Lookup |
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66 | |
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67 | Miscellaneous |
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68 | |
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69 | 3.0 Bugs, Feature Requests |
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70 | 3.1 Ports / Packages |
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71 | 3.2 GIT Access |
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72 | |
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73 | 1.0 ABOUT DSPAM |
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74 | |
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75 | DSPAM is an open-source, freely available anti-spam solution designed to combat |
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76 | unsolicited commercial email using advanced statistical analysis. In short, |
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77 | DSPAM filters spam by learning what spam is and isn't. It does this by learning |
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78 | each user's individual mail behavior. This allows DSPAM to provide |
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79 | highly-accurate, personalized filtering for each user on even a large system |
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80 | and provides an administratively maintenance free solution capable of learning |
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81 | each user's email behaviors with very few false positives. |
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82 | |
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83 | While DSPAM is focused around spam filtering, many have found alternative |
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84 | uses for all types of two-concept document classification. |
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85 | |
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86 | DSPAM is rapidly gaining a large support forum and being used in many large- |
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87 | scale implementations. Contributions to the project are welcome via the |
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88 | dspam-dev mailing list or in the form of financial contributions. |
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89 | |
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90 | Many of the foundational principles incorporated into this software were |
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91 | contributed by Paul Graham's white paper on combatting spam, which can be |
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92 | found at http://paulgraham.com/spam.html. Much research and development has |
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93 | resulted in many new approaches being added onto the DPSAM project as well, |
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94 | some of which are explained in white papers on the DSPAM home page. |
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95 | |
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96 | DSPAM can be implemented as a total solution, or as a library which developers |
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97 | may link their projects to the dspam core engine (libdspam) in accordance with |
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98 | the GPL license agreement. This enables developers to incorporate libdspam as |
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99 | a "drop-in" for instant spam filtering within their applications - such as mail |
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100 | clients, other anti-spam tools, and so on. |
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101 | |
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102 | PLEASE NOTE: DSPAM and libdspam are distributed under the AGPL license, not the |
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103 | LGPL. Commercial licensing is available for those who seek to redistribute |
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104 | DSPAM or some of DSPAM's components/libraries in their non-GPL products. |
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105 | Please contact us for more information about commercial licensing. |
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106 | |
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107 | The DSPAM package is split up into the following pieces: |
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108 | |
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109 | DSPAM AGENT |
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110 | |
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111 | The DSPAM agent is the command center for all shell and daemon operations. |
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112 | If you're using DSPAM as a filtering solution, this is the 'dspam' (or dspamc) |
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113 | binary you're likely going to be talking to via commandline. |
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114 | |
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115 | LIBDSPAM: CORE ENGINE |
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116 | |
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117 | The DSPAM core processing engine, also known as libdspam, provides all critical |
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118 | spam filtering functions. The engine is embedded into other dspam components |
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119 | (such as the agent) and is responsbile for the actual filtering logic. |
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120 | If you're not a developer, you don't need to be concerned with this component |
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121 | as it is automatically compiled in with the build. |
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122 | |
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123 | WEB UI |
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124 | |
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125 | The Web UI (User Interface) is designed to allow end-users to review their |
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126 | spam quarantine and history, graphs, and to delete their spam permanently. |
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127 | They can also optionally use the quarantine to perform all of their training. |
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128 | The UI also includes some basic administrative tools to change settings and |
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129 | manage user quarantines. |
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130 | |
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131 | TOOLS |
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132 | |
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133 | Some basic tools which have been provided to manage dictionaries, automate |
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134 | corpus feeding, and perform other diagnostic operations related to DSPAM. |
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135 | Some of these include dspam_train, dspam_stats, and dspam_dump. |
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136 | |
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137 | HISTORY OF COPYRIGHT |
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138 | |
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139 | Original work was done by Jonathan A. Zdziarski. |
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140 | |
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141 | In 2006 the copyright was handed over to Sensory Networks. |
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142 | |
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143 | In 2009 Sensory Networks handed over the full copyright to the DSPAM Project, |
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144 | represented by a team of people, including: |
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145 | Alexander Prinsier |
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146 | Dov Zamir |
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147 | Hugo Monteiro |
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148 | Ion-Mihai Tetcu |
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149 | Paul Cockings |
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150 | Stevan Bajic |
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151 | |
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152 | 1.1 INSTALLATION |
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153 | |
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154 | IMPLEMENTATION OPTIONS |
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155 | |
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156 | There are many different ways to deploy DSPAM onto an existing network. The |
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157 | most popular approaches are: |
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158 | |
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159 | 1. As a delivery agent proxy |
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160 | |
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161 | When your mail server gets ready to deliver mail to a user's mailbox it calls |
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162 | a delivery agent of some sort. On most UNIX systems, this is procmail, maildrop, |
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163 | mail.local, or a similar tool. When used as a delivery proxy, the DSPAM agent |
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164 | is called in place of your existing agent - or better put, it can masquerade |
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165 | as the local delivery agent. DSPAM then processes the message and will call |
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166 | the /real/ delivery agent to pass the good mail into the user's mailbox, |
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167 | quarantining the bad mail. DSPAM can optionally tag and deliver both spam |
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168 | and legitimate mail. |
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169 | |
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170 | In the diagram below, MTA refers to Mail Transfer Agent, or your mail server |
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171 | software: Postfix, Sendmail, Exim, etc. LDA refers to the Local Delivery |
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172 | Agent: Procmail, Maildrop, etc.. |
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173 | |
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174 | BEFORE: |
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175 | |
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176 | [MTA] ---> [LDA] ---> (User's Mailbox) |
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177 | |
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178 | AFTER: |
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179 | |
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180 | [MTA] ---> [DSPAM] ---> [LDA] ---> (User's Mailbox) |
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181 | \ |
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182 | \--> [Quarantine] |
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183 | [End User] ------> [Web UI] |
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184 | |
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185 | 2. As a POP3 Proxy |
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186 | |
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187 | If you don't want to tinker with your existing mail server setup, DSPAM can |
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188 | be combined with one of a few open source programs designed to act as a POP3 |
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189 | proxy. This means spam is filtered whenever the user checks their mail, |
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190 | rather than when it is delivered. The benefit to this is that you can set up |
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191 | a small machine on your network that will connect to your existing mail server, |
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192 | so no integration is needed. It also allows your users to arbitarily point their |
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193 | mail client at it if they desire filtering. The drawback to this approach is |
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194 | that the POP3 protocol has no way to tell the mail client that a message is |
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195 | spam, and so the user will have to download the spam (tagged, of course). |
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196 | |
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197 | BEFORE: |
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198 | |
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199 | [End User] ---> [POP3 Server] |
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200 | |
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201 | AFTER: |
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202 | |
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203 | [End User] ---> [POP3 Proxy] <--> [DSPAM] |
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204 | \ |
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205 | \--> [POP3 Server] |
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206 | |
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207 | 3. As an SMTP Relay |
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208 | |
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209 | Newer versions of DSPAM have seen features that allow it to function more |
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210 | easily as an SMTP relay. An SMTP relay sits in front of your existing mail |
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211 | server (requiring no integration). To use an SMTP relay, the MX records for |
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212 | your domains are repointed to the relay machine running DSPAM. DSPAM then |
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213 | relays the good (and optionally bad) mail to the existing SMTP server. This |
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214 | allows you to use DSPAM with even a Windows-based destination mail server |
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215 | as no integration is necessary. See doc/relay.txt for one example of how to |
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216 | do this with Postfix. |
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217 | |
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218 | BEFORE: |
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219 | |
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220 | { Internet } ---> [Company Mail Server] |
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221 | |
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222 | AFTER: |
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223 | |
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224 | { Internet } ---> [ Inbound SMTP Relay ] ---> [Company Mail Server] |
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225 | ( MTA <> DSPAM ) SMTP |
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226 | \ or |
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227 | \--> [Quarantine] LMTP |
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228 | [End User] ------> [Web UI] |
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229 | |
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230 | UPGRADING DSPAM |
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231 | |
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232 | Please see the file UPGRADING |
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233 | |
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234 | FRESH INSTALLATION |
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235 | |
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236 | 0. PREREQUISITES |
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237 | |
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238 | DSPAM can use one of many different backends to store its information, and |
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239 | you will need to decide on one and install the appropriate software before |
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240 | you can build DSPAM. The following storage backends are presently available: |
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241 | |
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242 | Driver Requirements |
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243 | ------------------------------------------------------------------------- |
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244 | T mysql_drv: MySQL client libraries (and a server to connect to) |
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245 | T pgsql_drv: PostgreSQL client libraries (and a server to connect to) |
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246 | sqlite_drv: SQLite v2.7.7 or above (scheduled for removal) |
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247 | sqlite3_drv: SQLite v3.x |
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248 | *T hash_drv: None (Self-Contained Hash-Based Driver) |
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249 | |
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250 | Legend: |
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251 | * Default storage driver |
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252 | T Thread-safe (Required for running DSPAM in server daemon mode) |
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253 | |
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254 | In general, MySQL is one of the faster solutions with a smaller storage |
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255 | footprint and is well suited for both small and large-scale implementations. |
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256 | |
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257 | The hash driver (inspired by Bill Yerazunis' CRM Sparse Spectra algorithm) |
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258 | is the fastest solution by far and requires no dependencies. It supports |
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259 | an auto-extend feature to grow the file size as needed and is very |
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260 | fast and compact. It does however lack some features (such as merged |
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261 | groups support) and uses a lot of memory to mmap() users. |
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262 | |
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263 | Also note that a database created with the hash driver is currently not safe |
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264 | to move between 32/64 bit systems or big/little endian systems. |
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265 | |
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266 | Documentation for any additional setup of your selected storage driver can |
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267 | be found in the doc/ directory. You'll need to follow any steps outlined in |
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268 | the storage driver documentation before continuing. |
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269 | |
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270 | You can download MySQL from http://www.mysql.com. |
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271 | You can download PostgreSQL from http://www.postgresql.com. |
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272 | You can download SQLite from http://www.sqlite.org. |
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273 | |
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274 | 1. CONFIGURATION |
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275 | |
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276 | DSPAM uses autoconf, so configuration is fairly standardised with other |
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277 | UNIX-based software: |
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278 | |
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279 | ./configure [options] |
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280 | |
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281 | DSPAM supports the configuration options below. Generally, the default |
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282 | configuration is more than acceptable, so it's a good idea not to tweak too |
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283 | many settings unless you know what you are doing. |
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284 | |
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285 | PATH SWITCHES |
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286 | |
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287 | --prefix=DIR |
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288 | Specify an alternative root prefix for installation. The default is |
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289 | /usr/local. This does not affect the location of dspam.conf (which |
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290 | defaults to /etc). Use --sysconfdir= for this. |
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291 | |
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292 | --sysconfdir=DIR |
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293 | Specify an alternative home for the dspam.conf file. The default is /etc. |
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294 | |
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295 | --with-dspam-home=DIR |
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296 | Specify an alternative DSPAM home for installation. This can alternatively |
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297 | be changed in dspam.conf, but is convenient to do on the configure line. |
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298 | The default is $prefix/var/dspam, or /usr/local/var/dspam. |
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299 | |
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300 | --with-logdir=DIR |
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301 | Specify an alternative log directory. The default is $dspam_home/log. Do |
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302 | not set this to /var/log unless DSPAM will have permissions to write to |
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303 | the directory. |
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304 | |
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305 | FILESYSTEM SCALE |
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306 | |
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307 | The default filesystem scale is "small-scale", and writes each user to |
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308 | its own directory in the top-level DSPAM home data directory. |
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309 | The following two switches allow the scale to be changed to be more |
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310 | suitable for larger installations. |
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311 | |
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312 | --enable-large-scale |
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313 | Switch for large-scale implementation. User data will be stored as |
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314 | $HOME/data/u/s/user instead of $HOME/data/user |
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315 | |
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316 | --enable-domain-scale |
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317 | Switch for domain-scale implementation. When used, DSPAM expects |
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318 | username@domain to be passed in as the user id and user data will be |
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319 | stored as $HOME/data/example.org/user and $HOME/opt-in/example.org/user.dspam |
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320 | instead of $HOME/data/user |
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321 | |
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322 | INTEGRATION SWITCHES |
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323 | |
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324 | --with-storage-driver=DRIVER[,DRIVER2[...,DRIVERN]] |
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325 | Specify your storage driver selection(s). A storage driver is a driver |
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326 | written specifically for DSPAM to store tokens, signature data, and |
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327 | perform other proprietary operations. The default driver is hash_drv. |
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328 | The following drivers have been provided: |
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329 | |
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330 | mysql_drv: MySQL Drivers |
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331 | pgsql_drv: PostgreSQL Drivers |
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332 | sqlite_drv: SQLite v2.x Drivers (scheduled for removal) |
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333 | sqlite3_drv: SQLite v3.x Drivers |
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334 | hash_drv: Self-Contained Hash Database |
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335 | |
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336 | If you are a packager, or wish to have multiple drivers built for any |
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337 | reason you may specify multiple drivers by separating them with commas. |
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338 | This will cause the storage driver specified in dspam.conf to be |
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339 | dynamically loaded at runtime rather than statically linked. If you wish |
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340 | to build only one driver, but dynamically, then specify it twice as in |
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341 | --with-storage-driver=mysql_drv,mysql_drv. |
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342 | |
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343 | If you will be compiling DSPAM to operate as a server daemon or to deliver |
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344 | via SMTP/LMTP, you will need to use a thread-safe driver (outlined in the |
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345 | chart earlier in this document). |
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346 | |
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347 | You may also need to use some of the driver-specific configure flags |
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348 | (discussed in the DRIVER SPECIFIC CONFIGURATION OPTIONS section below). |
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349 | |
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350 | --disable-trusted-user-security |
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351 | Administrators who wish to disable trusted user security may do so by |
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352 | using this configure flag. This will cause DSPAM to treat each user as |
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353 | if they were "trusted" which could allow them to potentially execute |
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354 | arbitrary commands on the server via DSPAM. Because of this, administrators |
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355 | should only use this option on either a closed server, or configure their |
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356 | DSPAM binary to be executable only by users who can be trusted. This |
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357 | option SHOULD NOT be used as a solution to your MTA dropping privileges |
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358 | prior to calling DSPAM. Instead, see the TRUSTED SECURITY section of this |
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359 | document. |
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360 | |
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361 | --enable-homedir |
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362 | When enabled, instead of checking for $HOME/$USER/opt-in/ |
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363 | $USER[.dspam|.nodspam], DSPAM will check for a .dspam|.nodspam file in the |
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364 | user's home directory. DSPAM will also store each user's data in ~/.dspam |
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365 | when this option is enabled. Because of this, DSPAM will automatically |
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366 | install and run setuid root so that it can read each user's home directory. |
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367 | |
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368 | Note: |
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369 | |
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370 | This function is incompatible with most implementations of the Web UI, |
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371 | since it requires access to read each user's home directory. Therefore, |
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372 | only use this option if you will not be using the Web UI or plan on |
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373 | doing something asinine like running it as root. |
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374 | |
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375 | --enable-daemon |
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376 | Builds DSPAM with support for daemon mode, and builds associated dspamc |
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377 | thin client. Pthreads is required to build for daemon mode and the |
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378 | storage driver used must be thread-safe. |
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379 | |
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380 | DRIVER SPECIFIC CONFIGURE SWITCHES |
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381 | |
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382 | Some storage drivers have their own custom configuration switches: |
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383 | |
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384 | mysql_drv: |
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385 | --with-mysql-includes=DIR |
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386 | Specify a path to the MySQL includes |
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387 | |
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388 | --with-mysql-libraries=DIR |
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389 | Specify a path to the MySQL libraries |
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390 | (Currently links to -lmysqlclient, also -lcrypto on some systems) |
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391 | |
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392 | --enable-virtual-users |
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393 | Tells DSPAM to create virtual user ids. Use this if your users don't |
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394 | actually exist on the system (e.g. in /etc/passwd if using a password |
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395 | file) |
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396 | |
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397 | --enable-preferences-extension |
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398 | MySQL supports the preferences extension, which stores user preferences |
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399 | in mysql instead of flat files (the built-in method) |
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400 | |
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401 | --disable-mysql4-initialization |
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402 | If you are compiling libdspam for use with a third party application, |
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403 | and the third party application makes its own calls to libmysqlclient, |
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404 | you should use this option to disable libdspam's initialization and |
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405 | cleanup of libmysqlclient, and allow the application to manage this. |
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406 | This option suppresses libdspam's calls to mysql_server_init and |
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407 | mysql_server_end. |
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408 | |
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409 | Note: |
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410 | |
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411 | Please see the file doc/mysql_drv.txt for more information |
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412 | about configuring the mysql_drv storage driver. |
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413 | |
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414 | pgsql_drv: |
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415 | --with-pgsql-includes=DIR |
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416 | Specify a path to the PgSQL includes |
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417 | |
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418 | --with-pgsql-libraries=DIR |
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419 | Specify a path to the PgSQL libraries |
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420 | (Currently links to -lpq, and netlibs on some systems) |
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421 | |
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422 | --enable-virtual-users |
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423 | Tells DSPAM to create virtual user ids. Use this if your users don't |
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424 | actually exist on the system (e.g. in /etc/passwd if using a password |
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425 | file) |
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426 | |
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427 | --enable-preferences-extension |
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428 | Postgres supports the preferences extension, which stores user |
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429 | preferences in pgsql instead of flat files (the built-in method) |
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430 | |
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431 | Note: |
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432 | |
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433 | Please see the file doc/pgsql_drv.txt for more information about |
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434 | configuring the pgsql_drv storage driver. |
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435 | |
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436 | sqlite_drv: |
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437 | sqlite3_drv: |
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438 | --with-sqlite-includes=DIR |
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439 | Specify a path to the SQLite includes |
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440 | |
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441 | --with-sqlite-libraries=DIR |
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442 | Specify a path to the SQLite libraries |
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443 | |
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444 | DEBUGGING SWITCHES |
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445 | |
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446 | --enable-debug |
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447 | Turns on support for debugging output. This option allows you to turn on |
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448 | debugging messages for all or some users by editing dspam.conf or setting |
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449 | --debug on the commandline. Enabling debug in configure only adds support |
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450 | for debug to be compiled in, it must still be activated using one of the |
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451 | options prescribed above. Debugging support itself doesn't use up very |
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452 | many additional resources, so it should be safe to leave enabled on |
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453 | non-enterprise class systems. |
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454 | |
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455 | --enable-verbose-debug |
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456 | Turns on extremely verbose debugging output. --enable-debug is implied. |
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457 | Never use this on production builds! |
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458 | |
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459 | Note: |
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460 | |
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461 | When verbose debug is compiled in, DSPAM performs many additional |
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462 | mathematical calculations regardless of whether or not it's been |
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463 | activated. You shouldn't use --enable-verbose-debug for production |
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464 | builds unless you have serious issues you can't resolve. |
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465 | |
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466 | FEATURE ACTIVATION |
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467 | |
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468 | --enable-clamav |
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469 | Enables support for Clam Antivirus. DSPAM can interface directly with |
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470 | clamd to perform virus scanning and can be configured to react in |
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471 | different ways to viruses. See dspam.conf for more information. |
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472 | |
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473 | ADDITIONAL CONFIGURATION OPTIONS |
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474 | |
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475 | The remainder of configuration options are located in dspam.conf, which |
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476 | is installed in sysconfdir (default: /usr/local/etc) upon a make install. |
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477 | It is generally a good idea to review dspam.conf and make any changes |
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478 | necessary prior to using DSPAM. |
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479 | |
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480 | 2. BUILDING AND INSTALLING |
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481 | |
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482 | After you have run configure with the correct options, build and install |
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483 | DSPAM by performing: |
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484 | |
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485 | make && make install |
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486 | |
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487 | Note: |
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488 | |
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489 | If you are a developer wanting to link to the core engine of dspam, |
---|
490 | libdspam will be built during this process. Please see the |
---|
491 | example.c file for examples of how to link to and use libdspam. Static |
---|
492 | and dynamic libraries are built in the .libs directory. Needed headers |
---|
493 | will be installed in $prefix$/include/dspam. |
---|
494 | |
---|
495 | 3. PERMISSIONS |
---|
496 | |
---|
497 | In the typical UNIX environment, you'll need to worry about the following |
---|
498 | permissions: |
---|
499 | |
---|
500 | The CGI User: This is the user your web server (most likely Apache) is |
---|
501 | running as. This is commonly 'nobody' or 'web'. You can find this in |
---|
502 | Apache's httpd.conf by searching for 'User'. The CGI user will need |
---|
503 | the ability to access the following components of DSPAM: |
---|
504 | - Ability to execute the dspam binary |
---|
505 | - Ability to read and write to dspam_home/data/ |
---|
506 | - Trusted user permissions in dspam.conf ("Trust [username]") |
---|
507 | - The execution 'Group' used must match the group dspam is running as |
---|
508 | (this is typically 'mail', 'dspam', or similar) |
---|
509 | |
---|
510 | The MTA User: This is the user your mail server software is running as when |
---|
511 | it executes DSPAM. This is usually daemon, mail, exim, etc. This is |
---|
512 | typically different from the user the MTA runs and polices itself as, to |
---|
513 | avoid security problems. Consult your MTA's documentation for more info. |
---|
514 | The MTA user will require: |
---|
515 | - The ability to execute the dspam binary |
---|
516 | - Trusted user permissions in dspam.conf ("Trust [username]") |
---|
517 | |
---|
518 | Systems Administrators: In order to perform administrative functions, |
---|
519 | systems administratiors will require: |
---|
520 | - The ability to execute dspam-related binaries |
---|
521 | - Trusted user permissions in dspam.conf ("Trust [username]") |
---|
522 | |
---|
523 | Note: |
---|
524 | |
---|
525 | If the MTA is communicating with DSPAM via LMTP (explained later), then |
---|
526 | execution permissions are not necessary |
---|
527 | |
---|
528 | Note about FreeBSD: |
---|
529 | |
---|
530 | FreeBSD's default MTA user is 'mailnull' |
---|
531 | FreeBSD's default delivery agent also changes its uid, and so in order |
---|
532 | to call it, dspam must be installed as setuid root to work on the |
---|
533 | commandline properly. This is done automatically on install. |
---|
534 | |
---|
535 | |
---|
536 | Understanding Trusted User Security |
---|
537 | |
---|
538 | DSPAM has tighter security for untrusted users on the system to prevent |
---|
539 | them from touching other user's data or passing arbitrary commands to the |
---|
540 | delivery agent DSPAM calls. "Trusted User Security" is a simple system |
---|
541 | whereby any unsafe functions are not available to a user calling dspam |
---|
542 | unless they are within dspam.conf's trusted user list. |
---|
543 | |
---|
544 | Local non-privileged users should be able to use DSPAM without any problems |
---|
545 | while remaining untrusted, as long as they behave. For example, an untrusted |
---|
546 | user cannot set their DSPAM username to any name other than their username. |
---|
547 | Untrusted users are also limited to the delivery options set by the |
---|
548 | system administrator, and cannot redirect how DSPAM delivers mail. |
---|
549 | |
---|
550 | A list of trusted users is maintained in dspam.conf. This file should |
---|
551 | include a list of trusted users who should be allowed to set the dspam user, |
---|
552 | passthru parameters, and other information that would be potentially |
---|
553 | dangerous for a malicious user to be able to set. You'll need to ensure |
---|
554 | that your CGI user, MTA user, and system administrators are on the list. |
---|
555 | |
---|
556 | 4. MAIL SERVER INTEGRATION |
---|
557 | |
---|
558 | As previously mentioned, there are three popular ways to implement DSPAM: |
---|
559 | |
---|
560 | As a delivery proxy: |
---|
561 | The default approach integrates DSPAM directly with the mail server and |
---|
562 | filters spam as mail comes in. Please see the appropriate instructions |
---|
563 | in doc/ pertaining to your MTA. |
---|
564 | |
---|
565 | As a POP3 proxy: |
---|
566 | This alternative approach implements a POP3 proxy where users |
---|
567 | connect to the proxy to check their email, and email is filtered when |
---|
568 | being downloaded. The POP3 proxy is a much easier approach, as it |
---|
569 | requires much less integration work with the mail server (and is ideal |
---|
570 | for implementing DSPAM on Exchange, etcetera). Please see the file |
---|
571 | doc/pop3filter.txt. |
---|
572 | |
---|
573 | As an SMTP Relay: |
---|
574 | DSPAM can be configured as an SMTP relay, a.k.a appliance. You |
---|
575 | can set it up to sit in front of your real mail server and then point |
---|
576 | your MX records at it. DSPAM will then pass along the good mail to |
---|
577 | your real SMTP server. See doc/relay.txt for more information. The |
---|
578 | example provided uses Postfix and MySQL. |
---|
579 | |
---|
580 | Trusted users and the MTA |
---|
581 | |
---|
582 | If you are using an MTA that changes its userid to match the destination |
---|
583 | user before calling DSPAM, you won't be able to provide pass-thru |
---|
584 | arguments to DSPAM (these are the commandline arguments that DSPAM in turn |
---|
585 | passed to the local delivery agent, in such a configuration). |
---|
586 | You will need to pre-configure the "default" pass-thru arguments in DSPAM. |
---|
587 | This can be done by declaring an untrusted delivery agent in dspam.conf. |
---|
588 | When DSPAM is called by an untrusted user, it will automatically force their |
---|
589 | DSPAM user id and passthru delivery agent arguments specified in dspam.conf. |
---|
590 | |
---|
591 | This information will override any passthru commandline parameters |
---|
592 | specified by the user. For example: |
---|
593 | |
---|
594 | UntrustedDeliveryAgent "/bin/mail -d $u" |
---|
595 | |
---|
596 | The variable $u informs DSPAM that you would like the destination username |
---|
597 | to be used in the position $u is specified, so when DSPAM calls your LDA |
---|
598 | for user 'bob', it will call it with: |
---|
599 | |
---|
600 | /bin/mail -d bob |
---|
601 | |
---|
602 | 5. ALIASES |
---|
603 | |
---|
604 | There are essentially two different ways a user might train DSPAM. The first |
---|
605 | is by using the Web UI, which allows them to retrain via the "History" |
---|
606 | tab. This works quite well, as users must visit the Web UI occasionally |
---|
607 | to review their quarantine anyway (and reverse any false positives). We'll |
---|
608 | discuss this shortly in section 1.1.8. |
---|
609 | |
---|
610 | The more common approach to training, discussed here, is to allow users to |
---|
611 | simply forward their spam to an email address where DSPAM can analyze and |
---|
612 | learn it. DSPAM uses a signature-based system, where a serial number of |
---|
613 | sorts is appended to each email processed by DSPAM. DSPAM reads this serial |
---|
614 | number when the user forwards (or bounced) a message to what is called their |
---|
615 | "spam email address". The serial number points to temporary information |
---|
616 | stored on the server (for 14 days by default) containing all of the |
---|
617 | information necessary for DSPAM to relearn the message. This is necessary |
---|
618 | in order to relearn the *exact* message DSPAM originally processed. |
---|
619 | |
---|
620 | Note: |
---|
621 | |
---|
622 | If you are using an IMAP based system, Web-based email, or other form of |
---|
623 | email management where the original messages are stored on the server in |
---|
624 | pristine format, you can turn this signature feature off by setting |
---|
625 | "TrainPristine on" in dspam.conf. DSPAM will then use the message itself |
---|
626 | that you provide it to train, which MUST be identical to the original |
---|
627 | message in order to retrain properly. |
---|
628 | |
---|
629 | Because DSPAM learns each user's specific email behavior, it's necessary |
---|
630 | to identify the user in order to program their specific filtering database. |
---|
631 | This can be done in one of three ways: |
---|
632 | |
---|
633 | The Simple Way: |
---|
634 | |
---|
635 | If you are using the MySQL or PgSQL storage drivers, the original |
---|
636 | numeric user id can be embedded in the signature, requiring only one |
---|
637 | central spam alias to be necessary for the entire system. To configure |
---|
638 | this, uncomment the appropriate UIDInSignature option in dspam.conf: |
---|
639 | |
---|
640 | # MySQLUIDInSignature on |
---|
641 | # PgSQLUIDInSignature on |
---|
642 | |
---|
643 | Now all you'll need is a single system-wide alias, and DSPAM will train |
---|
644 | the appropriate user when it sees the signature. An example of an alias |
---|
645 | might look like: |
---|
646 | |
---|
647 | spam:"|/usr/local/bin/dspam --user root --class=spam --source=error" |
---|
648 | |
---|
649 | Similarly, you may also wish to have a false-positive alias for users who |
---|
650 | prefer to tag spam rather than quarantine it: |
---|
651 | |
---|
652 | notspam:"|/usr/local/bin/dspam --user root --class=innocent --source=error" |
---|
653 | |
---|
654 | Note: |
---|
655 | |
---|
656 | The 'root' user represents any active dspam user. It is necessary to |
---|
657 | supply a username on the commandline or DSPAM will bail on |
---|
658 | an error, however the user will be changed internally once the signature |
---|
659 | is read. |
---|
660 | |
---|
661 | The Kind-of-Simple Way: |
---|
662 | |
---|
663 | If you're not using one of the above storage drivers, the next easiest |
---|
664 | way to configure aliases is to have DSPAM parse the 'To:' header of the |
---|
665 | message and use a catch-all subdomain to direct all mail into DSPAM for |
---|
666 | retraining. You can then instruct your users to email addresses like |
---|
667 | 'spam-bob@relearn.example.org'. The ParseToHeaders option (available |
---|
668 | in dspam.conf) will parse the To: header of forwarded messages and |
---|
669 | set the username to either 'bob' or 'bob@relearn.example.org', depending |
---|
670 | on how it is configured. DSPAM can also set the training mode to either |
---|
671 | "learn spam" or "learn notspam" depending on whether the user specified |
---|
672 | a spam- or notspam- address in the To: header. |
---|
673 | |
---|
674 | This is ideal if you don't want to set up a separate alias for each user |
---|
675 | on your system (The Hard Way). If you're fortunate enough to have a |
---|
676 | mail server that can perform regular expression matching, you can set up |
---|
677 | your system without a subdomain, and just use addresses like |
---|
678 | spam-bob@example.org. For the rest of us, it will be necessary to set up |
---|
679 | a subdomain catch-all directly into DSPAM. For example: |
---|
680 | |
---|
681 | @relearn.example.org "|/usr/local/bin/dspam" |
---|
682 | |
---|
683 | Don't forget to set the appropriate ParseToHeaders and related options in |
---|
684 | dspam.conf as well. More specific instructions can be found in dspam.conf |
---|
685 | itself. In most cases, the following will suffice: |
---|
686 | |
---|
687 | ParseToHeaders on |
---|
688 | ChangeUserOnParse user |
---|
689 | ChangeModeOnParse on |
---|
690 | |
---|
691 | The Old Way (A.K.A. The Hard Way) |
---|
692 | |
---|
693 | If neither of the easy ways are possible, you're stuck with doing it |
---|
694 | the hard way. This means you'll need a separate spam alias (and notspam |
---|
695 | alias, if users are tagging mail) for each user. To do this, you will |
---|
696 | need to create an email address for each user, so that DSPAM can |
---|
697 | analyze and learn for that specific user. For example: |
---|
698 | |
---|
699 | spam-bob: "|/usr/local/bin/dspam --user bob --class=spam --source=error" |
---|
700 | |
---|
701 | You will end up having one alias per mail user on the system, two if you |
---|
702 | do not use DSPAM's CGI quarantine (an additional one using notspam-). Be |
---|
703 | sure the aliases are unique and each username matches the name after the |
---|
704 | --user flag. A tool has been provided called dspam_genaliases. This tool |
---|
705 | will read the /etc/passwd file and write out a dspam aliases file that can |
---|
706 | be included in your master aliases table. |
---|
707 | |
---|
708 | To report spam, the user should be instructed to forward each spam to |
---|
709 | spam-user@yourhost |
---|
710 | |
---|
711 | It doesn't really matter what you name these aliases, so long as the flags |
---|
712 | being passed to dspam are correct for each user. It might be a good idea |
---|
713 | to create an alias custom to your network, so that spammers don't forward |
---|
714 | spam into it. For example, notspam-yourcompany-bob or something. |
---|
715 | |
---|
716 | Note About Security: |
---|
717 | |
---|
718 | You might be wondering if a user can forward a spam to another user's |
---|
719 | address, or whether a spammer can forward a spam to another user's |
---|
720 | notspam address. The answer is "no". The key to all mail-based retraining |
---|
721 | is the signature embedded in each email. The signature is stored with |
---|
722 | each user's own user id, and so not only does the incoming message have |
---|
723 | to bear a valid signature, but it also has to be stored on the system with |
---|
724 | the correct user id. This prevents any kind of alias abuse. |
---|
725 | |
---|
726 | 6. NIGHTLY MAINTENANCE AND HOUSEKEEPING CRONS |
---|
727 | |
---|
728 | Non-SQL Based Nightly Purge |
---|
729 | |
---|
730 | If you are NOT running a SQL-based solution, then you should configure |
---|
731 | dspam_clean to run under cron nightly. This clean tool will read all |
---|
732 | signature databases and purge signatures that are older than 14 days |
---|
733 | (configurable), purge abandoned tokens, and remove unimportant tokens. |
---|
734 | Without this tool, old signatures will continue to pile up. |
---|
735 | Be sure the user running cleanup has full read/write permissions on the |
---|
736 | DSPAM data files. |
---|
737 | |
---|
738 | 0 0 * * * /usr/local/bin/dspam_clean [options] |
---|
739 | |
---|
740 | See the dspam_clean description for more information |
---|
741 | |
---|
742 | SQL-Based Nightly Purge |
---|
743 | |
---|
744 | SQL-Based solutions include a nightly SQL script to perform the same basic |
---|
745 | tasks as dspam_clean, and it does it much faster and with more finesse. |
---|
746 | You can find instructions about each driver's purge functions in |
---|
747 | the driver's README (doc/[driver].txt) for performing nightly |
---|
748 | maintenance. Most SQL drivers will include a purge script in the |
---|
749 | src/tools.[driver] directory. For example: |
---|
750 | |
---|
751 | 0 0 * * * mysql --user=[user] --pass=[pass] [db] < /path/to/purge-4.1.sql |
---|
752 | |
---|
753 | Log Rotation |
---|
754 | |
---|
755 | The system log and user logs can fill up fairly quickly, when all that's |
---|
756 | really needed to generate graphs are the last two to three weeks of data. |
---|
757 | You can configure a nightly log cleanup using dspam_logrotate: |
---|
758 | |
---|
759 | 0 0 * * * dspam_logrotate -a 30 -d /usr/local/var/dspam/data |
---|
760 | |
---|
761 | 7. NOTIFICATIONS |
---|
762 | |
---|
763 | DSPAM is capable of sending three different notifications to users: |
---|
764 | |
---|
765 | - A "First Run" message sent to each user when they receive their first |
---|
766 | message through DSPAM. |
---|
767 | |
---|
768 | - A "First Spam" message sent to each user when they receive their first |
---|
769 | spam |
---|
770 | |
---|
771 | - A "Quarantine Full" message sent to each user when their quarantine box |
---|
772 | is > 2MB in size (note: the 2MB limit is hardcoded in DSPAM). |
---|
773 | |
---|
774 | These notifications can be activated by copying the txt/ directory from the |
---|
775 | distribution into DSPAM's home (by default /usr/local/var/dspam). You can |
---|
776 | alter the location of this directory by setting "TxtDirectory" in dspam.conf. |
---|
777 | |
---|
778 | Example: |
---|
779 | /usr/local/var/dspam/txt/firstrun.txt |
---|
780 | /usr/local/var/dspam/txt/firstspam.txt |
---|
781 | /usr/local/var/dspam/txt/quarantinefull.txt |
---|
782 | |
---|
783 | You will want to modify these templates prior to installing them to reflect the |
---|
784 | correct email addresses and URLs (look for 'example.org'). |
---|
785 | |
---|
786 | NOTE: The quarantine warning is reset when the user clicks 'Delete All', but |
---|
787 | is not reset if they use "Delete Selected". If the user doesn't wish to |
---|
788 | receive reminders, they should use the "Delete Selected" function instead |
---|
789 | of "Delete All". |
---|
790 | |
---|
791 | You'll need to also set "Notifications" to "on" in dspam.conf. |
---|
792 | |
---|
793 | 8. THE WEB UI |
---|
794 | |
---|
795 | The Web UI (CGI client) can be run from any executable location on |
---|
796 | a web server, and detects its user's identity from the REMOTE_USER |
---|
797 | environment variable. This means you'll need to use HTTP password |
---|
798 | authentication to access the CGI (Any type of authentication will work, |
---|
799 | so long as Apache supports the module). This is also convenient in that you |
---|
800 | can set up authentication using almost any existing system you have. |
---|
801 | The only catch is that you'll need the usernames to match the actual |
---|
802 | DSPAM usernames used the system. A copy of the shadow password file |
---|
803 | will suffice for most common installs. |
---|
804 | |
---|
805 | The accompanying files in the webui/ folder should be copied into your |
---|
806 | document root and cgi-bin, as specified. |
---|
807 | |
---|
808 | Note: |
---|
809 | |
---|
810 | Some authentication mechanisms are case insensitive and will |
---|
811 | authenticate the user regardless of the case they type it in. DSPAM, |
---|
812 | on the other hand, is case sensitive and the case of the username used |
---|
813 | will need to match the case on the system. If you suffer from this |
---|
814 | authentication problem, and are certain all of your users' usernames are |
---|
815 | in lowercase, you can add the following line of code to the CGI right |
---|
816 | after the call to &ReadParse... |
---|
817 | |
---|
818 | $ENV{'REMOTE_USER'} = lc($ENV{'REMOTE_USER'}); |
---|
819 | |
---|
820 | The CGI will need to function in the same group as the dspam agent in order |
---|
821 | to work with the files in dspam_home. The best way to do this is to create |
---|
822 | a separate virtualhost specifically for the CGI and assign it to run in the |
---|
823 | MTA group using Apache's suexec. If you are using procmail, additional |
---|
824 | configuration may also be necessary (see below). |
---|
825 | |
---|
826 | Note: |
---|
827 | |
---|
828 | Apache users do NOT take on the identity of the groups specified in |
---|
829 | /etc/group so you will need to specifically assign the group in |
---|
830 | httpd.conf. |
---|
831 | |
---|
832 | Note about Procmail: |
---|
833 | |
---|
834 | Because the DSPAM Web UI is a CGI script, DSPAM will not retain its |
---|
835 | setuid privileges when called. If you are running procmail, this will |
---|
836 | become a problem as procmail requires root privileges to deliver. The |
---|
837 | easiest hack around this is to create a procmail.dspam binary and make it |
---|
838 | setuid root, then make it executable only by the mail group (or |
---|
839 | whatever group DSPAM and the CGI run in). |
---|
840 | |
---|
841 | The DSPAM Web UI has a minimal configuration inside the configure.pl script. |
---|
842 | You'll want to check and make sure all of the settings are correct. In |
---|
843 | most cases, the only that will be necessary to change are the large-scale |
---|
844 | or domain-scale flags. |
---|
845 | |
---|
846 | BEFORE PROCEEDING: |
---|
847 | Check and make sure (Again) that the CGI user from Apache's httpd.conf is |
---|
848 | added as a trusted user in dspam.conf. |
---|
849 | |
---|
850 | Default Preferences |
---|
851 | |
---|
852 | Now would be a good time to set the system's default preferences. This can |
---|
853 | be done using the dspam_admin tool. For example: |
---|
854 | |
---|
855 | dspam_admin ch pref default trainingMode TEFT |
---|
856 | dspam_admin ch pref default spamAction quarantine |
---|
857 | dspam_admin ch pref default spamSubject "[SPAM]" |
---|
858 | dspam_admin ch pref default enableWhitelist on |
---|
859 | dspam_admin ch pref showFactors off |
---|
860 | |
---|
861 | The default preferences are used for any users who have not yet set their |
---|
862 | own preferences. You can also control which preferences the user may |
---|
863 | override by changing the "AllowOverride" settings in dspam.conf. |
---|
864 | |
---|
865 | By default, the parameters specified on the commandline will be used (if |
---|
866 | any). If, however, a preference is found for the particular user those |
---|
867 | preferences will override the commandline. |
---|
868 | |
---|
869 | GD Graphing Library |
---|
870 | |
---|
871 | If you plan on leaving DSPAM's logging function enabled, and would like to |
---|
872 | produce pretty graphs for your users, the graph.cgi script requires the |
---|
873 | following be installed on your machine: |
---|
874 | |
---|
875 | - GD Graphics Library (http://www.boutell.com/gd/) |
---|
876 | Compile with png support |
---|
877 | |
---|
878 | - The following PERL modules: |
---|
879 | (http://www.perl.com/CPAN/modules/by-module/GD/) |
---|
880 | |
---|
881 | . GD |
---|
882 | . GD-Graph3d |
---|
883 | . GDGraph |
---|
884 | . GDTextUtil |
---|
885 | . CGI |
---|
886 | |
---|
887 | Typically this can be accomplished on the commandline: |
---|
888 | |
---|
889 | perl -MCPAN -e 'install GD::Graph3d' |
---|
890 | |
---|
891 | Configuring Administrators |
---|
892 | |
---|
893 | Once you've configured the Web UI, you'll want to edit the 'admins' file to |
---|
894 | contain a list of users who are permitted to use the administration suite. |
---|
895 | |
---|
896 | Configuring Sub-Administrators / Domain Level Administrators |
---|
897 | |
---|
898 | It is possible to delegate the management of users to a list of sub-admins/ |
---|
899 | domain level admins. To accomplish that you should edit the 'subadmins' |
---|
900 | file to contain a list of sub-admins/domain level admins which are permitted |
---|
901 | to switch their username while using the DSPAM control center. |
---|
902 | |
---|
903 | Opt-In/Out |
---|
904 | |
---|
905 | If you would like your users to be able to opt in/out of DSPAM filtering, |
---|
906 | add the correct option to the nav_preferences.html template, depending on |
---|
907 | your configuration (for example, if you have an opt-in system, you'll want to |
---|
908 | add the opt-in option). Note: This currently only works with the preferences |
---|
909 | extension, and not drop files. |
---|
910 | |
---|
911 | <INPUT TYPE=CHECKBOX NAME=optIn $C_OPTIN$> |
---|
912 | Opt into DSPAM filtering |
---|
913 | |
---|
914 | <INPUT TYPE=CHECKBOX NAME=optOut $C_OPTOUT$> |
---|
915 | Opt out of DSPAM filtering |
---|
916 | |
---|
917 | 1.2 TESTING |
---|
918 | |
---|
919 | If you've installed from an RPM, there's a good chance that the packager |
---|
920 | went to the trouble of testing already. If you're building from sources, |
---|
921 | however, you'll need to find a way to ensure your configuration isn't broken. |
---|
922 | |
---|
923 | Most software packages are supplied with a test suite to determine if the |
---|
924 | software is functioning properly. Since DSPAM's correct function relies |
---|
925 | primarily on having the correct permissions and mail server configuration, |
---|
926 | a test script fails to provide the level of testing required for such a |
---|
927 | package. The following exercise has been provided to test dspam's correct |
---|
928 | functioning on your system. This exercise does not test the Web UI, but only |
---|
929 | the core dspam agent. |
---|
930 | |
---|
931 | Before running the test, you should have completed section 1.1's instructions |
---|
932 | for compiling and installing dspam as well as configured your mail server |
---|
933 | to support dspam. |
---|
934 | |
---|
935 | 1. Create a new user account on your system. It is important that this be a |
---|
936 | new account to prevent any unrelated email from being delivered during |
---|
937 | testing. Be sure to configure a spam alias for the test account. |
---|
938 | |
---|
939 | 2. Send a short (10 words or less) email to the account, and pick it up |
---|
940 | using your favorite mail client. |
---|
941 | |
---|
942 | 3. Run dspam_stats [username] on the server. You should see a value of 1 |
---|
943 | for "TI" or "Total Innocent" as shown below: |
---|
944 | |
---|
945 | dspam-test 0 TP 1 TN 0 FN 0 FP |
---|
946 | |
---|
947 | If you receive an error such as "unable to open /usr/local/var/dspam... for |
---|
948 | reading", then the dspam agent is not configured correctly. The problem |
---|
949 | could exist in either your mail server configuration or one or more of the |
---|
950 | permissions on the directory or agent. Check your configuration and |
---|
951 | permissions, and repeat this step until the correct results are experienced. |
---|
952 | |
---|
953 | 4. Run dspam_dump [username] to get a complete list of tokens and their |
---|
954 | statistics. Each token should have an I: (innocent) hit count of 1. The |
---|
955 | tokens will be represented as 64-bit values, for example: |
---|
956 | |
---|
957 | 3126549390380922317 S: 0 I: 1 LH: Mon Aug 4 11:40:12 2003 |
---|
958 | 13884833415944681423 S: 0 I: 1 LH: Mon Aug 4 11:40:12 2003 |
---|
959 | 14519792632472852948 S: 0 I: 1 LH: Mon Aug 4 11:40:12 2003 |
---|
960 | 8851970219880318167 S: 0 I: 1 LH: Mon Aug 4 11:40:12 2003 |
---|
961 | |
---|
962 | To view statistics for a particular token, run dspam_dump [username] [token] |
---|
963 | where token is the plain-text token value. For example: |
---|
964 | |
---|
965 | % dspam_dump bill FREE |
---|
966 | 7717766825815048192 S: 00265 I: 00068 P: 0.7358 |
---|
967 | |
---|
968 | 5. Forward the test message to the spam alias you've created for the test |
---|
969 | account. Provide enough time for the message to have processed. |
---|
970 | |
---|
971 | 6. Run dspam_stats [username] on the server again. Now, the value for TN |
---|
972 | should be zero and the value for FN (false negatives) should be 1 as shown |
---|
973 | below: |
---|
974 | |
---|
975 | dspam-test 0 TP 0 TN 1 FN 0 FP |
---|
976 | |
---|
977 | If this is not the case, check the group permissions of the dspam agent as |
---|
978 | well as the permissions your MTA uses when piping to aliases. |
---|
979 | |
---|
980 | 7. Run dspam_dump [username] again. make sure that _EVERY_ token now has an |
---|
981 | I: of zero and a S: of 1: |
---|
982 | |
---|
983 | 3126549390380922317 S: 1 I: 0 LH: Mon Aug 4 11:44:29 2003 |
---|
984 | 13884833415944681423 S: 1 I: 0 LH: Mon Aug 4 11:44:29 2003 |
---|
985 | 14519792632472852948 S: 1 I: 0 LH: Mon Aug 4 11:44:29 2003 |
---|
986 | 8851970219880318167 S: 1 I: 0 LH: Mon Aug 4 11:44:29 2003 |
---|
987 | |
---|
988 | If you have some tokens that do not have an S: of 1 or an I: of 0, the dspam |
---|
989 | signature was not found on the email, and this could be due to a lot of |
---|
990 | things. |
---|
991 | |
---|
992 | 1.3 TROUBLESHOOTING |
---|
993 | |
---|
994 | Problem: No files are being created in the user directory |
---|
995 | Solution: Check the directory permissions of the directory. The user |
---|
996 | directory must be writable by the user the dspam agent is running |
---|
997 | as as well as the CGI user. |
---|
998 | |
---|
999 | Problem: False positives are never being delivered |
---|
1000 | Solution: Your CGI most likely doesn't have the privileges required by |
---|
1001 | the LDA to deliver the messages. Make sure the CGI user is in |
---|
1002 | the correct group. Also consider setting the dspam agent to |
---|
1003 | setuid or setgid with the correct permissions. |
---|
1004 | |
---|
1005 | Problem: My database is getting huge! |
---|
1006 | Solution: DSPAM's default training mode is TEFT. On top of this, the |
---|
1007 | purging defaults are very lax. You might consider switching to |
---|
1008 | TOE (Train-on-Error) mode training if you require a minimal |
---|
1009 | database. If you are willing to sacrifice accuracy for disk space, |
---|
1010 | disabling the 'chain' tokenizer from dspam.conf will prevent |
---|
1011 | the use of multi-word (chained) tokens, which will also cut your |
---|
1012 | database size considerably. You may also consider more frequent |
---|
1013 | calls to dspam_clean -p to purge neutral data, which comprises a |
---|
1014 | majority of most databases. |
---|
1015 | |
---|
1016 | For more help, please see the DSPAM FAQ at http://dspam.sourceforge.net. |
---|
1017 | |
---|
1018 | 1.4 DSPAM TOOLS |
---|
1019 | |
---|
1020 | A few useful tools have been provided to make DSPAM management a bit easier. |
---|
1021 | These tools include: |
---|
1022 | |
---|
1023 | dspam_admin - A tool used to perform specific administrative functions. These |
---|
1024 | functions are usually included as part of an extensions package (such as |
---|
1025 | the preferences extension). Available functions are listed in the tool's |
---|
1026 | usage output. |
---|
1027 | |
---|
1028 | dspam_train - Used to train and test a corpus of ham and spam (in maildir |
---|
1029 | format). |
---|
1030 | Syntax: dspam_train [username] [spam_dir] [nonspam_dir] |
---|
1031 | where username is the username of the user to apply the training to, and |
---|
1032 | the two dirs represent directories containing messages in individual |
---|
1033 | files (e.g. maildir/corpus format). dspam_train can be used on an existing |
---|
1034 | user's database, to further improve accuracy, or to train from scratch. |
---|
1035 | it also provides a solid test jig for testing the efficiency and accuracy |
---|
1036 | of a test corpus against the filter. |
---|
1037 | NOTE: dspam_train will automatically balance training of the corpus to |
---|
1038 | ensure both spam and nonspam are trained based on the ratio of |
---|
1039 | spam/nonspam. this means if you have twice as much spam as nonspam, |
---|
1040 | two spam will be trained for every nonspam. |
---|
1041 | |
---|
1042 | dspam_dump - Dumps a DSPAM dictionary. This can be used to view the |
---|
1043 | entire contents of a user's dictionary, or used in combination |
---|
1044 | with grep to view a subset of data. Syntax: dspam_dump [username] [token] |
---|
1045 | where username is the DSPAM user's username. If a token is specified, |
---|
1046 | statistics only for that token will be printed. |
---|
1047 | |
---|
1048 | dspam_clean - Performs nightly housecleaning by deleting old or useless |
---|
1049 | data from user data. If using the hash driver (hash_drv) please use |
---|
1050 | cssclean instead (see doc/README.cssclean) |
---|
1051 | |
---|
1052 | dspam_clean performs the following operations: |
---|
1053 | |
---|
1054 | 1. Using the -s flag, dspam_clean will continue to perform stale signature |
---|
1055 | purging. If an age is specified, for example -s14, the age defined as the |
---|
1056 | default will be overridden. Specifying an age of 0 will delete all |
---|
1057 | signatures for the users processed. |
---|
1058 | |
---|
1059 | 2. Using the -p flag, dspam_clean will delete all tokens from a user's |
---|
1060 | database whose probability is between 0.35 and 0.65 (fairly neutral, |
---|
1061 | useless tokens) that fall beyond the default age. If an age is specified, |
---|
1062 | for example -p30, the age defined as the default will be overridden. It |
---|
1063 | is a good idea to use this type of clean with an age of 0 on users after |
---|
1064 | a lot of corpus training. |
---|
1065 | |
---|
1066 | 3. Using the -u flag, dspam_clean will delete all unused tokens from a |
---|
1067 | user's database. There are four different types of unused tokens: |
---|
1068 | |
---|
1069 | - Tokens which have not been used for a long time |
---|
1070 | - Tokens which have a total hit count below 5 |
---|
1071 | - Tokens which have only one spam hit |
---|
1072 | - Tokens which have only one innocent hit |
---|
1073 | |
---|
1074 | Ages may be overridden by specifying a format such as -u30,15,10,10 |
---|
1075 | where each number represents the respective age. Specifying an age of |
---|
1076 | zero will delete all unused tokens in the category. Defaults are set in |
---|
1077 | dspam.conf. |
---|
1078 | |
---|
1079 | Optionally, usernames may be specified to override the default behavior of |
---|
1080 | processing all users. |
---|
1081 | |
---|
1082 | Examples: |
---|
1083 | |
---|
1084 | Process all users on the system using all clean operations: |
---|
1085 | dspam_clean -s -p15 -u90,30,15,15 |
---|
1086 | |
---|
1087 | Delete all of user 'dick' and 'jane's signatures: |
---|
1088 | dspam_clean -s0 dick jane |
---|
1089 | |
---|
1090 | Perform a post-corpus training clean on user 'spot': |
---|
1091 | dspam_clean -p0 -u0,0,0,0 spot |
---|
1092 | |
---|
1093 | Run dspam_clean with all default options, all clean modes enabled, on all |
---|
1094 | users on the system: |
---|
1095 | dspam_clean -s -p -u |
---|
1096 | |
---|
1097 | NOTE: You may wish to only run certain cleaning modes depending on the type |
---|
1098 | of storage driver you are using. For example, the MySQL storage driver |
---|
1099 | includes a script which performs signature and unused token operations, |
---|
1100 | leaving only probability operations as useful. If you are using a SQL-based |
---|
1101 | storage driver, it is strongly recommended that you use the maintenance |
---|
1102 | scripts wherever possible for optimum efficiency. |
---|
1103 | |
---|
1104 | dspam_stats - Displays the spam statistics for one or all users on the system. |
---|
1105 | Syntax: dspam_stats [username]. If no username is provided, all users |
---|
1106 | will be displayed. Displays TP (true positives), TN (true negatives), |
---|
1107 | FN (false negatives), and FP (false positives). |
---|
1108 | |
---|
1109 | dspam_genaliases - Reads the /etc/passwd file and outputs a dspam aliases |
---|
1110 | table which can be included in the master aliases table. You may try |
---|
1111 | Art Sackett's generate_dspam_aliases tool at |
---|
1112 | http://www.artsackett.com/freebies/generate_dspam_aliases/ if you need |
---|
1113 | some better functionality. This will eventually be merged in as a |
---|
1114 | replacement for the existing tool. |
---|
1115 | |
---|
1116 | dspam_merge - Merges multiple users' dictionaries together into one user's |
---|
1117 | dictionary (does not affect the merge users). This can be used to create |
---|
1118 | a seeded dictionary for a new user, or to copy a single user's dictionary |
---|
1119 | to a new file. This is great for building global dictionaries, but |
---|
1120 | crunches a lot of time and disk. |
---|
1121 | |
---|
1122 | 1.5 AGENT COMMANDLINE ARGUMENTS |
---|
1123 | |
---|
1124 | The DSPAM agent (dspam) recognizes the following commandline arguments: |
---|
1125 | |
---|
1126 | --user [user1 user2 ... userN] |
---|
1127 | Specifies the destination user(s) of the incoming message. DSPAM then |
---|
1128 | processes the message once for each user individually. If the message is to |
---|
1129 | be delivered, the $u (or %u) parameters of the arguments string will be |
---|
1130 | interpolated for the current user being processed. |
---|
1131 | |
---|
1132 | --class=[spam|innocent] |
---|
1133 | Tells DSPAM that the message being presented has already been classified by |
---|
1134 | the user. This flag should be used when a misclassification has occurred, |
---|
1135 | when the user is corpus-feeding a message, or an inoculation is being |
---|
1136 | presented. This flag must be used in conjunction with the --source flag. |
---|
1137 | Providing no classification invokes the SOP of DSPAM, which is to determine |
---|
1138 | the message's nature on its own. |
---|
1139 | |
---|
1140 | --source=[error|corpus|inoculation] |
---|
1141 | Wherever --class is used, the source of the user-provided |
---|
1142 | classification must also be provided. The source is very important and |
---|
1143 | dramatically affects DSPAM's training behavior: |
---|
1144 | |
---|
1145 | error: The message being presented was a message previously misclassified |
---|
1146 | by DSPAM. When 'error' is provided as a source, DSPAM requires that |
---|
1147 | the DSPAM signature be present in the message, and will use the |
---|
1148 | signature to recall the original training metadata. If the signature |
---|
1149 | is not present, the message will be rejected. In this source mode, |
---|
1150 | DSPAM will also decrement each token's previous classification's |
---|
1151 | count as well as the user totals. |
---|
1152 | |
---|
1153 | You should use error only when DSPAM has made an error in |
---|
1154 | classifying the message, and should present the modified version of |
---|
1155 | the message with the DSPAM signature when doing so. |
---|
1156 | |
---|
1157 | corpus: The message being presented is from a mail corpus, and should be |
---|
1158 | trained as a new message, rather than re-trained based on a |
---|
1159 | signature. The message's full headers and body will be analyzed and |
---|
1160 | the correct classification will be incremented, without its |
---|
1161 | opposite being decremented. |
---|
1162 | |
---|
1163 | You should use corpus only when feeding messages in from corpus, not |
---|
1164 | for correcting errors. |
---|
1165 | |
---|
1166 | inoculation: The message being presented is in pristine form, and should |
---|
1167 | be trained as an inoculation. Inoculations are a more |
---|
1168 | intense mode of training designed to cause DSPAM to |
---|
1169 | train the user's metadata repeatedly on previously unknown |
---|
1170 | tokens, in an attepmt to vaccinate the user from future |
---|
1171 | messages similar to the one being presented. |
---|
1172 | |
---|
1173 | You should use inoculation only on honeypots and the like. |
---|
1174 | |
---|
1175 | --deliver=[spam,[innocent|nonspam],summary,stdout] |
---|
1176 | Tells DSPAM to deliver the message if its result falls within the criteria |
---|
1177 | specified. For example, --deliver=innocent or --deliver=nonspam will cause |
---|
1178 | DSPAM to only deliver the message if its classification has been determined |
---|
1179 | as innocent. Providing --deliver=innocent,spam or --deliver=nonspam,spam will |
---|
1180 | cause DSPAM to deliver the message regardless of its classification. This flag |
---|
1181 | provides a significant amount of flexibility for nonstandard implementations, |
---|
1182 | where false positives may not be delivered but spam is, and etcetera. |
---|
1183 | |
---|
1184 | summary : Deliver (to stdout) a summary indentical to the output of message |
---|
1185 | classification: |
---|
1186 | X-DSPAM-Result: User; result="Innocent"; class="Innocent"; |
---|
1187 | probability=0.0000; confidence=1.00; |
---|
1188 | signature=4b11c532158749980119923 |
---|
1189 | |
---|
1190 | stdout : Is a shortcut for for --deliver=innocent,spam --stdout |
---|
1191 | |
---|
1192 | --stdout |
---|
1193 | If the message is indeed deemed "deliverable" by the --deliver flag, this |
---|
1194 | flag will cause DSPAM to deliver the message to stdout, rather than |
---|
1195 | the configured delivery agent. |
---|
1196 | |
---|
1197 | --process |
---|
1198 | Tells DSPAM to process the message. This is the default behavior, and the |
---|
1199 | flag is implied unless --classify is used - but is a good idea to use to |
---|
1200 | avoid ambiguity. |
---|
1201 | |
---|
1202 | --classify |
---|
1203 | Tells DSPAM only to classify the message, and not make any writes to the |
---|
1204 | user's metadata or attempt to deliver/quarantine the message. |
---|
1205 | |
---|
1206 | NOTE: The output of the classification is specific to the user, not including |
---|
1207 | the output of any groups they might be affiliated with, so it is |
---|
1208 | entirely possible that the message would be caught as spam by the group, |
---|
1209 | even if it didn't appear in the classification. If you want to get |
---|
1210 | the classification for the GROUP, use the group name as the user |
---|
1211 | instead of an individual. |
---|
1212 | |
---|
1213 | --signature=[signature] |
---|
1214 | For some implementations, the admin may wish to pass the signature in |
---|
1215 | via commandline instead of allowing DSPAM to find it on its own. This is |
---|
1216 | especially useful when front-ending the agent with other tools. Using this |
---|
1217 | option will set the active signature and will also forego reading of stdin. |
---|
1218 | |
---|
1219 | --mode=[toe|tum|teft|notrain|unlearn] |
---|
1220 | Configures the training mode to be used for this process: |
---|
1221 | |
---|
1222 | teft: Train-Everything. Trains on all messages processed. This is |
---|
1223 | a very thorough training approach and should be considered the |
---|
1224 | standard training approach for most users. TEFT may, however, |
---|
1225 | prove too volatile on installations with extremely high per-user |
---|
1226 | traffic, or prove not very scalable on systems with extremely large |
---|
1227 | user-bases. In the event that TEFT is proving ineffective, one of |
---|
1228 | the other modes is recommended. |
---|
1229 | |
---|
1230 | NOTE: Until a user reaches 100 innocent messages in their |
---|
1231 | metadata, train-on-error will also be teft-based, even if |
---|
1232 | otherwise specified on the commandline. |
---|
1233 | |
---|
1234 | toe: Train-on-Error. Trains only on a classification error, once the |
---|
1235 | user's metadata has matured to 2500 innocent messages. This |
---|
1236 | training mode is much less resource intensive, as only occasional |
---|
1237 | metadata writes are necessary. It is also far less volatile than |
---|
1238 | the TEFT mode of training. One drawback, however, is that TOE only |
---|
1239 | learns when DSPAM has made a mistake - which means the data is |
---|
1240 | sometimes too static, and unable to "ease into" a different type of |
---|
1241 | behavior. |
---|
1242 | |
---|
1243 | tum: Train-until-Mature. This training mode is a hybrid between the other |
---|
1244 | two training modes and provides a great balance between volatility |
---|
1245 | and static metadata. TuM will train on a per-token basis only |
---|
1246 | tokens which have had fewer than 50 "hits" on them, unless an error |
---|
1247 | is being retrained in which case all tokens are trained. This |
---|
1248 | training mode provides a solid core of stable tokens to keep |
---|
1249 | accuracy consistent, but also allows for dynamic adaptation to any |
---|
1250 | new types of email behavior a user might be experiencing. It is a |
---|
1251 | balance of resources as well, as only less-than-mature tokens are |
---|
1252 | written to the database. NOTE: You should corpus train before |
---|
1253 | using tum. |
---|
1254 | |
---|
1255 | notrain: No training. Do not train the user's data, and do not keep totals. |
---|
1256 | This should only be used in cases where you want to process mail for |
---|
1257 | a particular user (based on a group, for example), but don't want |
---|
1258 | the user to accumulate any learning data. |
---|
1259 | |
---|
1260 | unlearn: Unlearn original training. Use this if you wish to unlearn a |
---|
1261 | previously learned message. Be sure to specify --source=error and |
---|
1262 | --class to whatever the original classification the message was |
---|
1263 | learned under. If not using TrainPristine, this will require the |
---|
1264 | original signature from training. |
---|
1265 | |
---|
1266 | RECOMMENDATIONS: |
---|
1267 | In general, it is recommended that users begin with TEFT. If a user |
---|
1268 | is experiencing between a 75-85% spam ratio, they may benefit from |
---|
1269 | Train-on-Mature mode. If a user is experiencing over 90% spam, then |
---|
1270 | Train-on-Error mode should make a noticeable improvement in accuracy. |
---|
1271 | It eventually boils down to what works best for your users. There is |
---|
1272 | no reason a system could not be configured (with a script) to |
---|
1273 | analyze a user's *.stats file and determine the best training mode |
---|
1274 | for that user. |
---|
1275 | |
---|
1276 | --feature=[no,wh,tb=N] |
---|
1277 | Specifies the features that should be activated for this filter instance. |
---|
1278 | The following features may be used individually or combined using a comma |
---|
1279 | as a delimiter: |
---|
1280 | |
---|
1281 | no: Bayesian Noise Reduction (BNR). Bayesian Noise Reduction kicks in |
---|
1282 | at 2500 innocent messages and provides an advanced progressive |
---|
1283 | noise logic to reduce Bayesian Noise (wordlist attacks) in |
---|
1284 | spams. BNR is not for everyone, and so users should try it out |
---|
1285 | after they've trained to see if it helps improve accuracy. |
---|
1286 | |
---|
1287 | tb=N: Sets the training loop buffering level. |
---|
1288 | Training loop buffering is the amount of statistical sedation |
---|
1289 | performed to water down statistics and avoid false positives |
---|
1290 | during the user's training loop. The training buffer sets the |
---|
1291 | buffer sensitivity, and should be a number between 0 (no buffering |
---|
1292 | whatsoever) to 10 (heavy buffering). The default is 5, half of |
---|
1293 | what previous versions of DSPAM used. |
---|
1294 | To avoid dulling down statistics at all during the training loop, |
---|
1295 | set this to 0. This feature should be disabled if you're not |
---|
1296 | paranoid about false positives, as it does increase the number of |
---|
1297 | spam misses significantly during training. |
---|
1298 | |
---|
1299 | wh: Automatic whitelisting. DSPAM will keep track of the entire |
---|
1300 | "From:" line for each message received per user, and automatically |
---|
1301 | whitelist messages from senders with more than 10 innocent |
---|
1302 | messages and zero spams. Once the user reports a spam from the |
---|
1303 | sender, automatic whitelisting will automatically be deactivated |
---|
1304 | for that sender. Since DSPAM uses the entire "From:" line, and |
---|
1305 | not just the sender's email address, automatic whitelisting is |
---|
1306 | a very safe approach to improving accuracy during initial training. |
---|
1307 | |
---|
1308 | NOTE: None of the present features are necessary when the source is "error", |
---|
1309 | because the original training data is used from the signature to |
---|
1310 | retrain, instantiating whatever features (such as whitelisting) were |
---|
1311 | active at the time of the initial classification. Since BNR is only |
---|
1312 | necessary when a message is being classified, the |
---|
1313 | --feature flag can be safely omitted from error source calls. |
---|
1314 | |
---|
1315 | --daemon |
---|
1316 | Puts DSPAM in daemon mode; e.g. DSPAM acts like a server when started with |
---|
1317 | this parameter. See section 2.3 for more information about daemon mode. |
---|
1318 | |
---|
1319 | 2.0 LINKING WITH LIBDSPAM |
---|
1320 | |
---|
1321 | Developers are able to link to the DSPAM core engine (libdspam) to provide |
---|
1322 | "drop-in" spam-filtering for their applications. Examples of the libdspam |
---|
1323 | API can be found in the example.c file included with this distribution. |
---|
1324 | |
---|
1325 | <COMMERCIAL LICENSING> |
---|
1326 | |
---|
1327 | IF YOUR PROJECT USES THE LIBDSPAM API, A GPL-COMPATIBLE OPEN SOURCE LICENSE |
---|
1328 | IS REQUIRED IN ORDER TO REDISTRIBUTE. IF YOU ARE DEVELOPING A CLOSED-SOURCE |
---|
1329 | APPLICATION OR APPLICATION THAT DOES NOT CONFORM TO GPL STANDARD, YOU MAY |
---|
1330 | NOT REDISTRIBUTE ANY APPLICATIONS USING LIBDSPAM WITHOUT A COMMERCIAL |
---|
1331 | LICENSE. |
---|
1332 | |
---|
1333 | Please contact project administrators paulcockings@users.sourceforge.net |
---|
1334 | or sbajic@users.sourceforge.net for information about commercial licensing. |
---|
1335 | |
---|
1336 | </COMMERCIAL LICENSING> |
---|
1337 | |
---|
1338 | To link to libdspam, follow the instructions for compiling and installing |
---|
1339 | DSPAM. When compiled, the libdspam static and shared libraries are also |
---|
1340 | built. This library contains all the functions necessary to use dspam's |
---|
1341 | filtering in your application. |
---|
1342 | |
---|
1343 | Your application will also need to link to the correct storage driver |
---|
1344 | libraries. If you are using libdspam in a multithreaded application, you |
---|
1345 | will need to either use a thread-safe storage driver or control access to |
---|
1346 | libdspam using a mutex lock. |
---|
1347 | |
---|
1348 | If you are using libdspam in a multithreaded environment, each thread will |
---|
1349 | require its own DSPAM context. Fortunately, you can attach the same |
---|
1350 | database handle to each context using dspam_attach(). See the man page for |
---|
1351 | more information. |
---|
1352 | |
---|
1353 | To build with the dspam API, you will also need the header files from |
---|
1354 | the distribution. You can copy these to /usr/include/dspam for ease of |
---|
1355 | use, and then use -I/usr/include/dspam |
---|
1356 | |
---|
1357 | Please see example.c for API examples. |
---|
1358 | |
---|
1359 | If you are interested in linking libdspam with your project and have |
---|
1360 | questions or concerns, please contact the dspam-devel@lists.sourceforge.net |
---|
1361 | mailing list. |
---|
1362 | |
---|
1363 | 2.1 CONFIGURING GROUPS |
---|
1364 | |
---|
1365 | Groups enable a group of users to share information. |
---|
1366 | |
---|
1367 | To create groups, you'll want to create a group configuration file. The location |
---|
1368 | of this file is defined as GroupConfig in dspam.conf, and defaults to |
---|
1369 | /usr/local/var/dspam/group. The format of the file is: |
---|
1370 | |
---|
1371 | group1:type:user1,user2,user3 |
---|
1372 | group2:type:*globaluser |
---|
1373 | |
---|
1374 | DSPAM will read this file upon startup and determine if the user fits into |
---|
1375 | any particular group. |
---|
1376 | |
---|
1377 | DSPAM supports the following group types: |
---|
1378 | |
---|
1379 | SHARED |
---|
1380 | Enables users with similar email behavior to share the same dictionary |
---|
1381 | while still maintaining a private quarantine box. The benefits of this |
---|
1382 | type of group are faster learning, and sharing a single spam alias. Shared |
---|
1383 | groups can have both positive and negative effects on accuracy. If a shared |
---|
1384 | group consists of users with similar, predictable email behavior, the users |
---|
1385 | in the group can benefit from a larger dictionary of spam and faster |
---|
1386 | learning (especially for newcomers in the group). If a group consists of |
---|
1387 | users with different email behavior, however, the users in the group will |
---|
1388 | experience poor spam filtering and a higher number of false positives. |
---|
1389 | |
---|
1390 | NOTE: The SQL-based storage drivers support shared groups, but has one caveat: |
---|
1391 | If you are NOT enabling "virtual users" support, you will need to create |
---|
1392 | an actual user on your system named after each group you create. |
---|
1393 | |
---|
1394 | On top of shared group support, a shared group can also be made to be |
---|
1395 | 'managed'. Using the group type 'SHARED,MANAGED' will cause the group to |
---|
1396 | share a single quarantine mailbox which could be managed by the group's |
---|
1397 | administrator (aka: the group name). This would enable one individual to |
---|
1398 | monitor quarantine for the entire group, however personal emails marked as |
---|
1399 | false positives could potentially be viewed as well. For this reason, |
---|
1400 | managed groups should only be used when this is not an issue. |
---|
1401 | |
---|
1402 | NOTE: Use the dspam_stats tool to keep an eye on the effectiveness of |
---|
1403 | shared groups. If a shared group experiences poor performance, find |
---|
1404 | the users whose email behavior is inconsistent with that of the group |
---|
1405 | and remove them from the group. |
---|
1406 | |
---|
1407 | The format for a shared or shared,managed group is: |
---|
1408 | |
---|
1409 | group1:shared:user1,user2,userN |
---|
1410 | group2:shared,managed:user1,user2,userN |
---|
1411 | group3:shared:*@example.org |
---|
1412 | group4:shared:* |
---|
1413 | |
---|
1414 | The group name (in the example above 'group1', 'group2', 'group3', 'group4') |
---|
1415 | can be anything you like. If you set the shared group to be managed then the |
---|
1416 | groupname (in the example above 'group2') will be used by DSPAM as the shared |
---|
1417 | group administrator. |
---|
1418 | |
---|
1419 | The user/member list for shared group allows the following syntax: |
---|
1420 | user1 : Exact match of user with the name "user1" |
---|
1421 | * : Match any user |
---|
1422 | *@example.org : Match any user having '@example.org' at the end of ther |
---|
1423 | username. The matching only works for the '@' character. |
---|
1424 | You can not use something like '*user' to include user |
---|
1425 | 'infouser', 'testuser', 'dummyuser', etc. |
---|
1426 | |
---|
1427 | INOCULATION |
---|
1428 | An inoculation group allows users to maintain their own private dictionaries |
---|
1429 | with their own spam alias, but all members of the group will inoculate other |
---|
1430 | members with spams they manually forward into their alias. This allows users |
---|
1431 | to report spams to one another and maintain their own private dictionary. |
---|
1432 | Another advantage to this is that users do not necessarily have to share the |
---|
1433 | same email behavior. |
---|
1434 | |
---|
1435 | VERSATILE LANGUAGE INOCULATION MESSAGES |
---|
1436 | |
---|
1437 | A new Internet-Draft has been released to the public: |
---|
1438 | |
---|
1439 | http://tools.ietf.org/html/draft-spamfilt-inoculation-01 |
---|
1440 | http://tools.ietf.org/html/draft-yerazunis-spamfilt-inoculation-03 |
---|
1441 | |
---|
1442 | To create a message format standard for sending inoculation data via email. |
---|
1443 | This will allow users on different servers, and even using different |
---|
1444 | anti-spam tools to share inoculation information with one-another. |
---|
1445 | |
---|
1446 | DSPAM presently implements support for this message standard with the |
---|
1447 | following limitations: |
---|
1448 | |
---|
1449 | - Only inbound inoculation messages are supported. DSPAM does not yet send |
---|
1450 | out inoculations using this message format. This should not be confused |
---|
1451 | with local inoculation, which *is* supported. |
---|
1452 | |
---|
1453 | - The message/inoculation format is the only inoculation type presently |
---|
1454 | supported. text/inoculation and multipart/inoculation coming soon. |
---|
1455 | |
---|
1456 | - The only supported authentication mechanism is presently md5 verification |
---|
1457 | codes/checksums. |
---|
1458 | |
---|
1459 | Any unsupported inoculations will simply be dropped. |
---|
1460 | |
---|
1461 | A list of identifies and authentication information can be set up in the file |
---|
1462 | [username].inoc or in the user's home directory in a .inoc file if |
---|
1463 | homedir-dotfiles is enabled. The format of this file is: |
---|
1464 | |
---|
1465 | sender1:shared secret |
---|
1466 | sender2:shared secret |
---|
1467 | |
---|
1468 | Each sender should specify the correct sender id when sending an |
---|
1469 | inoculation, and should generate their checksum based on the shared secret |
---|
1470 | established between both parties. |
---|
1471 | |
---|
1472 | NOTE: Users should only be added to an inoculation group after their initial |
---|
1473 | learning period, to avoid potential false positives due to lack of data. |
---|
1474 | |
---|
1475 | The format for a innoculation group is: |
---|
1476 | |
---|
1477 | group1:inoculation:user1,user2,userN |
---|
1478 | group2:inoculation:user3,user4,userN |
---|
1479 | |
---|
1480 | The group name (in the example above 'group1', 'group2') can be anything you |
---|
1481 | like. It is not used by DSPAM and does even not have to be unique. |
---|
1482 | |
---|
1483 | The user/member list for inoculation group allows the following syntax: |
---|
1484 | user1 : Exact match of user with the name "user1" |
---|
1485 | |
---|
1486 | CLASSIFICATION |
---|
1487 | Classification groups allow a group of users to network their results |
---|
1488 | together. If DSPAM is uncertain of whether a message is spam or nonspam for |
---|
1489 | a group member, all other members of the group are queried. If another member |
---|
1490 | believes the message to be spam, it will be marked as spam. DSPAM is querying |
---|
1491 | the members one by one and stopps as soon as a member reports believes that |
---|
1492 | the message is spam. |
---|
1493 | |
---|
1494 | The format for a classification group is: |
---|
1495 | |
---|
1496 | group1:classification:user1,user2,userN |
---|
1497 | group2:classification:user3,user4,userN |
---|
1498 | |
---|
1499 | The group name (in the example above 'group1', 'group2') can be anything you |
---|
1500 | like. It is not used by DSPAM and does even not have to be unique. |
---|
1501 | |
---|
1502 | The user/member list for inoculation group allows the following syntax: |
---|
1503 | user1 : Exact match of user with the name "user1" |
---|
1504 | |
---|
1505 | GLOBAL |
---|
1506 | Global groups allows DSPAM to provide a "SpamAssassin type out-of-the-box |
---|
1507 | filtering" for all new users until they have built their own useful |
---|
1508 | dictionaries. A global group can be created by adding a CLASSIFICATION |
---|
1509 | group definition (see above) but prefix the group member/user with a '*'. |
---|
1510 | |
---|
1511 | The format for a global classification group is: |
---|
1512 | |
---|
1513 | groupname:classification:*globaluser |
---|
1514 | |
---|
1515 | This will automatically add user globaluser as a classification peer to all |
---|
1516 | users. Any user who has less than 1000 innocent messages or 250 spam messages |
---|
1517 | in their corpus, or whose filter is uncertain (confidence less than 0.65) |
---|
1518 | about a particular message will consult the globaluser dictionary for an |
---|
1519 | answer. |
---|
1520 | |
---|
1521 | The Global group user (in this case 'globaluser') will need to be trained |
---|
1522 | using corpus, by using the dspam_merge tool, or other means. The Global |
---|
1523 | group user (in this case 'globaluser') is treated just as any other user on |
---|
1524 | the system. |
---|
1525 | |
---|
1526 | The group name (in the example above 'groupname') can be anything you like. It |
---|
1527 | is not used by DSPAM and does even not have to be unique. |
---|
1528 | |
---|
1529 | NOTE: Be sure and set your global user's preferences so that trainingMode |
---|
1530 | is set to TOE. This will prevent the purge tools you use from |
---|
1531 | purging them empty in 90 days. |
---|
1532 | |
---|
1533 | MERGED |
---|
1534 | Merged groups are similar to global groups in that the entire system uses a |
---|
1535 | single global user as a parent. What's different is that the merged group is |
---|
1536 | merged with the individual user's training data at run-time, instead of |
---|
1537 | switching between the two. This allows the merged group to be treated like a |
---|
1538 | base dataset for all users, and provides for quicker learning and correction |
---|
1539 | than the previous approach. It is recommended merged groups are only used with |
---|
1540 | TOE-mode training so that only corrective data is stored, but systems with |
---|
1541 | ample amounts of disk may wish to run in TUM mode to learn the user's behavior |
---|
1542 | dynamically. |
---|
1543 | |
---|
1544 | The group's data is merged with the user's data in real-time, so if you have: |
---|
1545 | |
---|
1546 | Group : Viagra = 10 Spam Hits, 0 Innocent Hits |
---|
1547 | User1 : Viagra = 5 Spam Hits, 15 Innocent Hits |
---|
1548 | User2 : Viagra = 20 Spam Hits, 1 Innocent Hits |
---|
1549 | |
---|
1550 | Then the token is loaded as: |
---|
1551 | User1 : Viagra = 15 Spam Hits, 15 Innocent Hits = 0.50 (50%) = neutral |
---|
1552 | User2 : Viagra = 30 Spam Hits, 1 Innocent Hits |
---|
1553 | |
---|
1554 | No data is written to the group by DSPAM; only the user's data. This then |
---|
1555 | offsets the group's data without affecting other users. Because of the way |
---|
1556 | this data is merged, it's not recommended that you update the merged group |
---|
1557 | with more than a handful of messages periodically, as it affects how all |
---|
1558 | stats are defined for each user. |
---|
1559 | |
---|
1560 | The format for a merged group is: |
---|
1561 | |
---|
1562 | group1:merged:user1,user2,userN |
---|
1563 | group2:merged:user3,user4,userN |
---|
1564 | |
---|
1565 | The group name (in the example above 'group1', 'group2') can be anything you |
---|
1566 | like and represents the name of the group user to merge with all members of |
---|
1567 | the group. DSPAM will use that group name (in the example above 'group1', |
---|
1568 | 'group2') and merge at run-time the tokens from that group name with the tokens |
---|
1569 | of the user (if the user is member of the merged group). |
---|
1570 | |
---|
1571 | The user/member list for merged group allows the following syntax: |
---|
1572 | user1 : exact match of user with the name "user1" |
---|
1573 | -user1 : exclude user with the name "user1" |
---|
1574 | * : match any user |
---|
1575 | *@example.org : match users having "@example.org" at the end of ther |
---|
1576 | username. The matching only works for the '@' character. |
---|
1577 | You can not use something like '*user' to include user |
---|
1578 | 'infouser', 'testuser', 'dummyuser', etc. |
---|
1579 | -*@example.org : exclude users having "@example.org" at the end of their |
---|
1580 | username. The matching only works for the '@' character. |
---|
1581 | You can not use something like '-*user' to exclude user |
---|
1582 | 'infouser', 'testuser', 'dummyuser', etc. |
---|
1583 | |
---|
1584 | NOTE: Merged Groups are great for providing out-of-the-box adaptive filtering, |
---|
1585 | but allowing users to build their own data from scratch will still |
---|
1586 | result in the best possible accuracy in the longrun. |
---|
1587 | |
---|
1588 | NOTE: Be sure and set your group user's preferences so that trainingMode is |
---|
1589 | set to TOE. This will prevent the purge tools you use from purging them |
---|
1590 | empty in 90 days. |
---|
1591 | |
---|
1592 | RESTRICTIONS! |
---|
1593 | |
---|
1594 | A user can simultaneously be a member of multiple classification / global |
---|
1595 | group(s) and multiple inoculation group(s), but a user cannot be a member |
---|
1596 | of both a classification / global group(s) or inoculation group(s) and a |
---|
1597 | shared or shared,managed group. |
---|
1598 | |
---|
1599 | A user can not be member of: |
---|
1600 | * both a classification group and a global group |
---|
1601 | * multiple merged groups |
---|
1602 | * multiple shared or shared,managed groups |
---|
1603 | * both a shared group or shared,managed group and a merged group |
---|
1604 | |
---|
1605 | 2.2 EXTERNAL INOCULATION THEORY |
---|
1606 | |
---|
1607 | Bill Yerazunis recently expressed his theory of inoculation on an anti-spam |
---|
1608 | development list, using the term "vaccination": |
---|
1609 | |
---|
1610 | "Part of the problem is that spam isn't stationary, it evolves. That |
---|
1611 | pesky .1% error rate is in some part due to the base mutation rate of spam |
---|
1612 | itself. Maybe the answer is "vaccination". Vaccination is using _one_ |
---|
1613 | person's misery be used to generate some protective agent that protects the |
---|
1614 | rest of the population; only the first person to get the spam actually has |
---|
1615 | to read it. |
---|
1616 | |
---|
1617 | My expectation is this: say you have ten friends, and you all agree to share |
---|
1618 | your training errors. Each of you will (statistically) expect to be the |
---|
1619 | first to see a new mutation of spam about 9% of the time; the other ten |
---|
1620 | friends in this group will have their bayesian filter trained preemptively |
---|
1621 | to prevent this. Net result: you get a tenfold decrease in error rate - |
---|
1622 | down to 99.99% accuracy. With a hundred such (trusted) friends, you may be |
---|
1623 | down to 99.999% accuracy." |
---|
1624 | |
---|
1625 | DSPAM has taken this concept and rolled it into support for what we call |
---|
1626 | "inoculation groups" providing the exact functionality Bill describes. This |
---|
1627 | could be considered an "internal inoculation" practice. |
---|
1628 | |
---|
1629 | On top of this, DSPAM has been designed to support external inoculation as |
---|
1630 | a complement to internal inoculation. This is where instead of your internal |
---|
1631 | circle of friends inoculate you, you rely on external elements - namely |
---|
1632 | spammers themselves - to inoculate you. |
---|
1633 | |
---|
1634 | The theory behind external inoculation is this: why put _anyone_ through |
---|
1635 | the misery of being the first to receive a new spam when you can have |
---|
1636 | the spammers themselves send it directly to you. On top of this, |
---|
1637 | external inoculation can be combined with internal inoculation by taking |
---|
1638 | the spam you received externally and inoculating your friends with it |
---|
1639 | internally. |
---|
1640 | |
---|
1641 | Inoculation is a little different from learning, as inoculation causes |
---|
1642 | tokens to be given additional hit counts in an attempt to learn from a |
---|
1643 | single email. As a result, any form of inoculation should _only_ be |
---|
1644 | attempted after an initial learning phase (perhaps when your filtering |
---|
1645 | accuracy exceeds 99.0%). DSPAM inoculates like this: |
---|
1646 | |
---|
1647 | 1. Every token that doesn't already exist in the database, or have fewer |
---|
1648 | than two hits will be hit five times. |
---|
1649 | |
---|
1650 | 2. All other tokens are hit twice. |
---|
1651 | |
---|
1652 | External inoculation is accomplished by creating a covert, external alias |
---|
1653 | that is configured to automatically inoculate your dictionary from any |
---|
1654 | messages it receives. The covert alias can then be published onto a series |
---|
1655 | of public newsgroups and websites where it is sure to be harvested by |
---|
1656 | a spammer's tools. One could even pro-actively subscribe one's self to |
---|
1657 | several different opt-in spam lists, etcetera. |
---|
1658 | |
---|
1659 | The first step is to configure an alias. To do this you would use something |
---|
1660 | like: |
---|
1661 | |
---|
1662 | bob_c: "|/path/to/dspam --process --class=spam --source=inoculation --user bob" |
---|
1663 | |
---|
1664 | The 'C' in bob is for 'Covert'. We must use a covert alias because if we |
---|
1665 | use something obvious like 'bob-spam', harvester tools will automatically |
---|
1666 | strip the -spam off and spam your real account. |
---|
1667 | |
---|
1668 | Once the alias is set up, make sure this alias gets out only on lists where |
---|
1669 | harvesters will grab it, and nobody will send legitimate email to it. |
---|
1670 | It may even be a good idea to put it at the bottom of your tagline in all |
---|
1671 | your publicly archived emails, something like... |
---|
1672 | |
---|
1673 | Spammers, send me mail here: bob_c@example.org |
---|
1674 | |
---|
1675 | Finally, you can multiply the effects of this by sharing an inoculation |
---|
1676 | group with your friends. If all of your friends have a public covert |
---|
1677 | alias, then you will all be able to inoculate eachother should one of you |
---|
1678 | receive a spam to the account. What a great way to train your filter! |
---|
1679 | |
---|
1680 | On top of this, should external inoculation become commonplace to the |
---|
1681 | point where harvesters are picking up an equal amount of them as legitimate |
---|
1682 | email addresses, spammers will start to realize that harvesters are just |
---|
1683 | plain too dumb to tell the difference (the spammers themselves couldn't tell |
---|
1684 | if mine was or not). This could, best case scenario, put an end to |
---|
1685 | harvester bots, making them obsolete as counter-productive tools. |
---|
1686 | |
---|
1687 | 2.3 CLIENT/SERVER MODE |
---|
1688 | |
---|
1689 | DSPAM supports two different modes of operation. In standard operating |
---|
1690 | mode, the DSPAM agent is called by the MTA (or proxy) and each agent process |
---|
1691 | performs independently, establishing its own connection to a database and |
---|
1692 | performs delivery on its own. The second operating mode, client/server mode, |
---|
1693 | allows the DSPAM agent to act more like a thin client, connecting to the |
---|
1694 | DSPAM server process which then does all the work of analyzing and delivering |
---|
1695 | or quarantining the message. The advantages to using DSPAM in client/server |
---|
1696 | mode are: |
---|
1697 | |
---|
1698 | - Maintaining a set of stateful database connections (within the server), |
---|
1699 | which should enhance performance on some systems by eliminating the need |
---|
1700 | to establish a new database connection for every message processed. |
---|
1701 | |
---|
1702 | - Providing a central point of processing. Having one server perform all |
---|
1703 | processing and delivery, while having multiple thin clients on your mail |
---|
1704 | servers may be more desirable than having multiple agents performing |
---|
1705 | processing and delivery on all your servers. |
---|
1706 | |
---|
1707 | - The DSPAM server speaks LMTP, which some implementations may be able to |
---|
1708 | take advantage of, eliminating the need for the DSPAM client all together. |
---|
1709 | |
---|
1710 | - Having a single multithreaded daemon should use less memory and other |
---|
1711 | resources than having independently operating clients. |
---|
1712 | |
---|
1713 | If you've already got DSPAM set up, client/server mode won't require any |
---|
1714 | changes to your mail server's configuration - it's completely transparent. |
---|
1715 | |
---|
1716 | The DSPAM agent can be compiled with client/server support by configuring |
---|
1717 | with --enable-daemon. You will need to use a multithread-safe storage driver |
---|
1718 | (presently mysql_drv, pgsql_drv and hash_drv are supported). Once you have |
---|
1719 | compiled with daemon support, you'll need to modify your dspam.conf to |
---|
1720 | provide the settings necessary for client/server mode: |
---|
1721 | |
---|
1722 | ServerHost 127.0.0.1 |
---|
1723 | |
---|
1724 | The host to listen on. The default is to comment this setting which will |
---|
1725 | force DSPAM to listen on all available interfaces. |
---|
1726 | |
---|
1727 | ServerPort 24 |
---|
1728 | |
---|
1729 | The port to listen on. The default is 24, the LMTP port. |
---|
1730 | |
---|
1731 | ServerQueueSize 32 |
---|
1732 | |
---|
1733 | The maximum number of connections which may remain backlogged before they |
---|
1734 | are accepted. |
---|
1735 | |
---|
1736 | ServerPass.Relay1 "secret" |
---|
1737 | ServerPass.Relay2 "password" |
---|
1738 | |
---|
1739 | Each client server allowed to connect should have its own password. They |
---|
1740 | can be defined here. |
---|
1741 | |
---|
1742 | The DSPAM server can listen on either a network socket or a local unix |
---|
1743 | domain socket. If you're running the client and server on the same machine, |
---|
1744 | a domain socket should be used as it eliminates additional overhead. To use |
---|
1745 | a domain socket, you'll also need to add the following option: |
---|
1746 | |
---|
1747 | ServerDomainSocketPath "/tmp/dspam.sock" |
---|
1748 | |
---|
1749 | Once you've configured the server config, you'll want to set the client |
---|
1750 | configuration on all client machines. If you are using network sockets, |
---|
1751 | set the following to appropriate values: |
---|
1752 | |
---|
1753 | ClientHost 127.0.0.1 |
---|
1754 | ClientPort 24 |
---|
1755 | |
---|
1756 | Or if using a domain socket: |
---|
1757 | |
---|
1758 | ClientHost /tmp/dspam.sock |
---|
1759 | |
---|
1760 | In both cases, you'll need to set the client's authentication ident: |
---|
1761 | |
---|
1762 | ClientIdent "secret@Relay1" |
---|
1763 | |
---|
1764 | Now you're ready to go. To start the DSPAM server, run: |
---|
1765 | |
---|
1766 | dspam --daemon & |
---|
1767 | |
---|
1768 | Or alternatively, if you have debugging enabled: |
---|
1769 | |
---|
1770 | dspam --debug --daemon & |
---|
1771 | |
---|
1772 | The DSPAM agent can then be called the same as if you were running in |
---|
1773 | standard (non-client/server) mode and adding --client to the set of |
---|
1774 | parameters. Running dspam without --client specified will cause DSPAM to |
---|
1775 | revert to its normal non-daemon behavior and establish database connections |
---|
1776 | on its own. The client settings will be loaded from dspam.conf, and the |
---|
1777 | agent will act as a thin client instead. For example: |
---|
1778 | |
---|
1779 | dspam --client --user dick jane --deliver=innocent -d %u |
---|
1780 | |
---|
1781 | Alternatively, if you'd like to use a thinner client, dspamc is identical |
---|
1782 | to the dspam binary in behavior, but has been stripped down to only include |
---|
1783 | the lightweight client. |
---|
1784 | |
---|
1785 | dspamc --user dick jane --deliver=innocent -d %u |
---|
1786 | |
---|
1787 | The conversation that takes place between the client/server is LMTP-based, |
---|
1788 | and will look like this: |
---|
1789 | |
---|
1790 | SERVER> 220 DSPAM DLMTP 3.10.0 Authentication Required |
---|
1791 | CLIENT> LHLO Relay1 |
---|
1792 | SERVER> 250-PIPELINING |
---|
1793 | SERVER> 250-ENHANCEDSTATUSCODES |
---|
1794 | SERVER> 250-DSPAMPROCESSMODE |
---|
1795 | SERVER> 250 SIZE |
---|
1796 | CLIENT> MAIL FROM: <secret@Relay1> DSPAMPROCESSMODE="--deliver=innocent -d %u" |
---|
1797 | SERVER> 250 2.1.0 OK |
---|
1798 | CLIENT> RCPT TO: dick |
---|
1799 | SERVER> 250 2.1.5 OK |
---|
1800 | CLIENT> RCPT TO: jane |
---|
1801 | SERVER> 250 2.1.5 OK |
---|
1802 | CLIENT> DATA |
---|
1803 | SERVER> 354 Enter mail, end with "." on a line by itself |
---|
1804 | CLIENT> Subject: Cheap Viagra! |
---|
1805 | CLIENT> |
---|
1806 | CLIENT> Click Here: http://www.cheapviagra.example.org |
---|
1807 | CLIENT> . |
---|
1808 | SERVER> 250 2.0.0 <dick> Message accepted for delivery: INNOCENT |
---|
1809 | SERVER> 250 2.0.0 <jane> Message accepted for delivery: SPAM |
---|
1810 | |
---|
1811 | Optionally, if you'd like the clients to perform delivery, you can use |
---|
1812 | DSPAM's --stdout or --classify functionality to obtain a dump of the message |
---|
1813 | or results, respectively. From there, it's up to you and your MTA to |
---|
1814 | deliver the message. The DSPAM client will output the results to stdout in |
---|
1815 | this case, just as it would in standard operating mode. |
---|
1816 | |
---|
1817 | Once the server is running, its configuration can be reloaded with a SIGHUP. |
---|
1818 | When the daemon is reloaded, the following occurs: |
---|
1819 | |
---|
1820 | - The daemon stops listening for new requests |
---|
1821 | - All threads are allowed to finish processing and exit |
---|
1822 | - All connections to the database are closed |
---|
1823 | - The dspam.conf configuration is reloaded |
---|
1824 | - All connections to the database are re-opened |
---|
1825 | - The daemon starts listening for new requests |
---|
1826 | |
---|
1827 | This allows database and listener configurations to also be reloaded from |
---|
1828 | dspam.conf without the need to interrupt the process. |
---|
1829 | |
---|
1830 | NOTE: During the period of time the daemon is reloading, client connections |
---|
1831 | will fail. Depending on how the MTA reacts, this may cause messages to |
---|
1832 | fall back to queue or to bounce. |
---|
1833 | |
---|
1834 | 2.4 LMTP |
---|
1835 | |
---|
1836 | DSPAM supports LMTP both on the front-end and back-end (delivery). This |
---|
1837 | section will briefly provide instructions for configuring either or both of |
---|
1838 | these advanced options. |
---|
1839 | |
---|
1840 | LMTP (AND SMTP) DELIVERY |
---|
1841 | |
---|
1842 | DSPAM supports LMTP delivery for admins who would prefer to use this instead |
---|
1843 | of local delivery. While LMTP delivery doesn't _require_ operating in |
---|
1844 | daemon mode, it is necessary to compile DSPAM with --enable-daemon to take |
---|
1845 | advantage of LMTP delivery. To configure LMTP delivery, perform the following |
---|
1846 | steps: |
---|
1847 | |
---|
1848 | 1. Compile DSPAM with --enable-daemon to enable LMTP delivery code |
---|
1849 | |
---|
1850 | 2. Configure your DeliveryHost and DeliveryIdent in dspam.conf. Set |
---|
1851 | DeliveryProto based on whether you would like to delivery via LMTP or SMTP. |
---|
1852 | |
---|
1853 | NOTE: If you would like to delivery to different hosts based on domain, |
---|
1854 | specify DeliveryHost.example.org as the configuration directive. Use |
---|
1855 | DeliveryPort.example.org to specify a port for the delivery. |
---|
1856 | |
---|
1857 | 3. Add the --lmtp-recipient flag to the arguments passed into DSPAM. This is |
---|
1858 | used to specify the destination address for the message. For example, in |
---|
1859 | postfix: |
---|
1860 | |
---|
1861 | --lmtp-recipient=${recipient} |
---|
1862 | |
---|
1863 | DSPAM will then connect to the specified host, and deliver using a standard |
---|
1864 | LMTP looking like: |
---|
1865 | |
---|
1866 | LHLO [ident] |
---|
1867 | MAIL FROM:<> SIZE=[message_length] |
---|
1868 | RCPT TO: <recipient> |
---|
1869 | DATA |
---|
1870 | [Message] |
---|
1871 | . |
---|
1872 | |
---|
1873 | LMTP SERVER |
---|
1874 | |
---|
1875 | DSPAM supports a "daemon" mode where it will sit and listen for inbound |
---|
1876 | connections. Depending on how the server is configured, DSPAM can speak |
---|
1877 | either standard LMTP (for interaction with a mail server, such as postfix) |
---|
1878 | or DLMTP (DSPAM LMTP) which is a proprietary implementation of LMTP between |
---|
1879 | the DSPAM client and server. If you plan on calling DSPAM from the commandline |
---|
1880 | via dspamc, but wish to have a stateful daemon perform processing, then |
---|
1881 | you'll want to use the "dspam" server mode. If you want to call DSPAM by |
---|
1882 | having your mail server connect to it via LMTP, then you'll need to specify |
---|
1883 | the "standard" server mode. |
---|
1884 | |
---|
1885 | The ServerMode can be set in dspam.conf. Each mode has its own custom |
---|
1886 | tweaks and configurations that will need to be set in dspam.conf. |
---|
1887 | |
---|
1888 | "dspam" mode settings. |
---|
1889 | In "dspam" mode, you'll need to set up authentication for each dspam client |
---|
1890 | relay. This involves configuring the relay ident and password. Examples are |
---|
1891 | provided. |
---|
1892 | |
---|
1893 | "dspam" mode notes. |
---|
1894 | In dspam mode, only the dspam client will be connecting to your LMTP server. |
---|
1895 | This can be dspamc (a thin-client) or the dspam binary. In either case, |
---|
1896 | you'll need to specify --client to tell DSPAM to act as a client. DLMTP |
---|
1897 | allows the client to pass in any commandline arguments provided, so it should |
---|
1898 | function identical to if you were running it as a dedicated (non-stateful) |
---|
1899 | process. |
---|
1900 | |
---|
1901 | "standard" mode settings. |
---|
1902 | In "standard" mode, you will need to configure the ServerParameters flag to |
---|
1903 | reflect the commandline parameters you would normally want to pass to DSPAM. |
---|
1904 | |
---|
1905 | "standard" mode notes. |
---|
1906 | One thing to watch out for is that the recipient you're sending via LMTP is |
---|
1907 | unique to a specific user. This means that all of your aliases should be |
---|
1908 | resolved before the MTA relays to DSPAM. Because DSPAM uses the addresses in |
---|
1909 | the RCPT TO as usernames, _not_ resolving any aliases will result in |
---|
1910 | multiple databases being created for one user. Since the signature will be |
---|
1911 | different for each user, and since the message must be processed |
---|
1912 | differently for each user, DSPAM demultiplexes a multi-recipient email. This |
---|
1913 | means that while it can receive an email with multiple RCPT TO's specified, it |
---|
1914 | will perform delivery individually. |
---|
1915 | |
---|
1916 | "auto" mode setting. |
---|
1917 | If you would like to support both connecting MTAs and remote dspam client |
---|
1918 | processes (such as for inoculations), you can set the server mode to auto, |
---|
1919 | which will base its dialect on the ident supplied in the LHLO. If the LHLO |
---|
1920 | ident matches an ident in dspam.conf's ServerPass section, the server will |
---|
1921 | default to DLMTP. Otherwise, DSPAM will assume the client is a standard |
---|
1922 | LMTP client and speak standard LMTP. |
---|
1923 | |
---|
1924 | LOCAL DELIVERY WITH LMTP FRONT-END |
---|
1925 | |
---|
1926 | In some circumstances, you may want to relay to DSPAM via LMTP, but have |
---|
1927 | DSPAM deliver via LDA. In these cases, you may use the following |
---|
1928 | conventions in your ServerParameters configuration: |
---|
1929 | |
---|
1930 | %r - The RCPT TO passed in via LMTP |
---|
1931 | %s - The MAIL FROM passed in via LMTP |
---|
1932 | |
---|
1933 | In both cases, the content provided between < > is what is actually used. |
---|
1934 | |
---|
1935 | 2.5 DSPAM USER PREFERENCES |
---|
1936 | |
---|
1937 | Preferences are settings that can be configured globally in dspam.conf or |
---|
1938 | for individual users via the dspam_admin command. |
---|
1939 | |
---|
1940 | trainingMode { TOE | TUM | TEFT | NOTRAIN } |
---|
1941 | How DSPAM should train messages it analyzes. See section 1.5 --mode |
---|
1942 | (default:teft, see dspam.conf) |
---|
1943 | |
---|
1944 | spamAction { quarantine | tag | deliver } |
---|
1945 | What to do with spam. The tag and deliver options both deliver, but tag |
---|
1946 | adds a special prefix to the subject, whereas deliver merely sets |
---|
1947 | X-DSPAM-Result. (default:quarantine) |
---|
1948 | |
---|
1949 | spamSubject |
---|
1950 | A customized subject to prefix when spamAction=tag. (default:[SPAM]) |
---|
1951 | |
---|
1952 | statisticalSedation { 0 - 10 } |
---|
1953 | The level of dampening during training (0-10, 0 = no dampening, default:0) |
---|
1954 | |
---|
1955 | enableBNR { on | off } |
---|
1956 | Enables or disables bayesian noise reduction (default:off) |
---|
1957 | |
---|
1958 | enableWhitelist { on | off } |
---|
1959 | Enables or disables automatic whitelisting (default:on) |
---|
1960 | |
---|
1961 | signatureLocation { message | headers } |
---|
1962 | Where to place the DSPAM signature. Placement affects forwarding approach. |
---|
1963 | (default:message) |
---|
1964 | |
---|
1965 | tagSpam / tagNonspam { on | off } |
---|
1966 | Adds a tagline to the end of a message based on its classification; useful |
---|
1967 | for things such as "Scanned by your ISP example.org". If set to on, the file |
---|
1968 | msgtag.spam and/or msgtag.nonspam will be looked for in "TxtDirectory" |
---|
1969 | (see dspam.conf) and appended to appropriate messages. |
---|
1970 | |
---|
1971 | NOTE: Signed messages will not be tagged in this fashion |
---|
1972 | |
---|
1973 | showFactors { on | off } |
---|
1974 | Whether to include an X-DSPAM-Factors header including decision-making |
---|
1975 | factors (clues). NOTE: This can break RFC in some cases, and should only |
---|
1976 | be used for debugging. (default:off) |
---|
1977 | |
---|
1978 | optIn / optOut { on | off } |
---|
1979 | Depending on whether the system is opt-in or opt-out, sets the user's |
---|
1980 | membership. If user is opted out (or not opted in), mail will be delivered |
---|
1981 | by DSPAM without being processed. |
---|
1982 | |
---|
1983 | whitelistThreshold { Integer } |
---|
1984 | Overrides the default number of times a From: header has been seen before |
---|
1985 | it is automatically whitelisted. (default:10) |
---|
1986 | |
---|
1987 | makeCorpus { on | off } |
---|
1988 | When activated, a maildir-style corpus is maintained in the user's data |
---|
1989 | directory (DSPAM_HOME/DATA/USERNAME), suitable for future retraining or |
---|
1990 | other analysis. (default:off) |
---|
1991 | |
---|
1992 | storeFragments { on | off } |
---|
1993 | When activated, the first 1k of each message are temporarily stored on |
---|
1994 | the server for reference via the webui's history function. (default:off) |
---|
1995 | |
---|
1996 | localStore { on | off } |
---|
1997 | Overrides the directory name used for the user's dspam data directory. This |
---|
1998 | is useful when using recipient addresses as usernames, as it will allow |
---|
1999 | all addresses belonging to a specific user to be written to a single |
---|
2000 | webui directory. (default:username) |
---|
2001 | |
---|
2002 | processorBias { on | off } |
---|
2003 | Overrides the "bias" setting in dspam.conf, which biases mail as |
---|
2004 | innocent. (default:on, see dspam.conf) |
---|
2005 | |
---|
2006 | fallbackDomain { on | off } |
---|
2007 | Allows a dspam user ("@example.org") to be marked as a fallback user for |
---|
2008 | the entire domain, so if the destination dspam user does not exist in |
---|
2009 | the database, the fallback user's database will be used. The |
---|
2010 | dspam.conf "FallbackDomains" setting must also be "on". (default:off) |
---|
2011 | NOTE: You will need to set "FallbackDomains on" in dspam.conf to use this. |
---|
2012 | |
---|
2013 | trainPristine { on | off } |
---|
2014 | Override's the default signature mode and treats messages as if they were |
---|
2015 | in pristine format when retraining. This requires all retraining to use |
---|
2016 | the original message that was processed as no dspam signature is stored |
---|
2017 | for pristine training. (default:off) |
---|
2018 | |
---|
2019 | optOutClamAV { on | off } |
---|
2020 | Opts out of ClamAV virus scanning (if ClamAV is directly integrated with |
---|
2021 | dspam via dspam.conf). (default:off) |
---|
2022 | |
---|
2023 | ignoreRBLLookups { on | off } |
---|
2024 | Overrides the "Lookup" setting in dspam.conf, which lookups senders IP |
---|
2025 | addresses in a Realtime Blackhole List (RBL). (default:off) |
---|
2026 | |
---|
2027 | RBLInoculate { on | off } |
---|
2028 | Overrides the "RBLInoculate" setting in dspam.conf, which inoculates mail |
---|
2029 | as spam if lookup result is positive. (default: depending on dspam.conf) |
---|
2030 | |
---|
2031 | NOTE: This user preference has higher weight then the one set in dspam.conf. |
---|
2032 | If you don't set this user preference to on/off then whatever is set in |
---|
2033 | dspam.conf will be used for every user. |
---|
2034 | |
---|
2035 | 2.6 FALLBACK DOMAINS |
---|
2036 | |
---|
2037 | Fallback domains allow you to default some or all users for a particular |
---|
2038 | domain to a single domain user; this allows you to set preferences (including |
---|
2039 | opting out of filtering entirely) for users based on domain name. Any user |
---|
2040 | who does not exist as a known user to DSPAM will be defaulted to the |
---|
2041 | domain it belongs to if it is designated as a fallback domain. This |
---|
2042 | means that you can create bob@example.org and alice@example.org with their own |
---|
2043 | databases and preferences, but also default all other users to @example.org. |
---|
2044 | Alternatively, you could create just the domain without any other users and |
---|
2045 | default all users to @example.org |
---|
2046 | |
---|
2047 | To use fallback domains, you'll first need to activate this feature in |
---|
2048 | dspam.conf: |
---|
2049 | |
---|
2050 | FallbackDomains on |
---|
2051 | |
---|
2052 | Next, you'll need to create a dspam user for each domain you wish to use |
---|
2053 | as a fallback domain. For example, @example.org. Depending on your |
---|
2054 | implementation, this may be a simple insert into dspam_virtual_uids or may |
---|
2055 | be created automatically when setting a user's preferences. |
---|
2056 | |
---|
2057 | Finally, designate that special user as a fallback domain by setting a |
---|
2058 | preference: |
---|
2059 | |
---|
2060 | dspam_admin ch pref @example.org fallbackDomain on |
---|
2061 | |
---|
2062 | Any mail coming in for that domain that does _not_ match a known user in |
---|
2063 | dspam will now fall back to this user; you can then set specific preferences |
---|
2064 | or even opt out the entire user. Alternatively, you can create a domain-based |
---|
2065 | database for filtering mail specific to that domain, just as you would a |
---|
2066 | normal user. |
---|
2067 | |
---|
2068 | 2.7 EXTERNAL USER LOOKUP |
---|
2069 | External User Lookup has two major applications. It allows DSPAM to validate |
---|
2070 | the supplied username in setups where users are Opt'ed-In by default, and there |
---|
2071 | is no prior recipient checking from the MTA. In those cases, it can be configured |
---|
2072 | not to automatically create the user entries in the DSPAM system and thus spare |
---|
2073 | you from polute the DSPAM database with inexistent users. |
---|
2074 | The other application is when you need username rewritting/mapping. That will |
---|
2075 | happen when you need to map several email addresses (aliases) into a single |
---|
2076 | user account or when you wish to integrate DSPAM into systems where the users |
---|
2077 | email addresses or usernames can change. This will allow you to define alternate |
---|
2078 | static identifiers while still keeping the users DSPAM dictionaries, across |
---|
2079 | username/email address change, without dictionary maintenance. |
---|
2080 | |
---|
2081 | Currently, there are three different modes of operation and two backend lookup |
---|
2082 | drivers. The mode can be set using the ExtLookupMode directive and the available |
---|
2083 | possibilities are: |
---|
2084 | |
---|
2085 | verify - It will verify that the supplied username exists in lookup backend. In |
---|
2086 | the event that it cannot be verified, DSPAM will not create the user entry in it's |
---|
2087 | backend facilities. |
---|
2088 | |
---|
2089 | map - It will NOT verify that the supplied username exists in the lookup backend. |
---|
2090 | It will, though, try to use the lookup backend to map (rewrite) the username. If |
---|
2091 | There is a map/rewrite available, it will use the retrieved username, instead of |
---|
2092 | the supplied one. On the other hand, if there is no map/rewrite available, DSPAM |
---|
2093 | will use the supplied username and create the respective entries in it's backend. |
---|
2094 | |
---|
2095 | strict - It will enforce both verify AND map modes. Meaning that it will rewrite |
---|
2096 | the username, if a rewrite is available, and will also only create that user entry |
---|
2097 | in it's backend system if there was a successful map/rewrite. |
---|
2098 | |
---|
2099 | The backend lookup drivers available are only two at the moment, LDAP and Program. |
---|
2100 | The LDAP drivers allows DSPAM to query an LDAP server for a custom attribute, defined |
---|
2101 | by the ExtLookupLDAPAttribute directive. The query can be fine grained using the |
---|
2102 | ExtLookupQuery directive to provide a standard LDAP filter, where %u will be replaced |
---|
2103 | by the username provided to DSPAM. Literal percentage can used if escaped with |
---|
2104 | another % sign, i.e., %% will match % in the query filter. |
---|
2105 | The Program driver exists because this seemed a neat feature and not every one |
---|
2106 | uses LDAP. In this case, the ExtLookupServer directive will be used to define |
---|
2107 | the custom program/script call, with the respective arguments. Also here %u can |
---|
2108 | be used to define the provided username and literal % can be achieved by escaping |
---|
2109 | the percentage sign with another '%'. Using the program driver, DSPAM will use |
---|
2110 | whatever was the first line output of the program/script execution. |
---|
2111 | |
---|
2112 | |
---|
2113 | 3.0 BUGS, FEATURE REQUESTS |
---|
2114 | |
---|
2115 | Please use our Bug Tracker on the sourceforge project page at |
---|
2116 | http://sourceforge.net/projects/dspam for the current known bugs list and |
---|
2117 | proper reporting procedure. |
---|
2118 | |
---|
2119 | In the same place you can ask for new feature via the Feature Request Tracker. |
---|
2120 | |
---|
2121 | Please note that everything under contrib/ is not officially supported by the |
---|
2122 | DSPAM Project but by the respective authors; however, in order to help the |
---|
2123 | authors, facilitate integration with DSPAM and release procedures, we provide |
---|
2124 | a bug tracker for each script/plugin at the same URL. |
---|
2125 | |
---|
2126 | 3.1 PORTS / PACKAGES |
---|
2127 | |
---|
2128 | The DSPAM Project does not provide binary packages of DSPAM. Each |
---|
2129 | OS/distribution has its own contributors (they know perfectly their |
---|
2130 | distribution's policy, their special guidelines, testing procedures, etc.). |
---|
2131 | |
---|
2132 | Take a look at the DSPAM Wiki for packages/ports for various distributions located |
---|
2133 | at http://sourceforge.net/apps/mediawiki/dspam/index.php?title=Main_Page or read |
---|
2134 | http://dspam.sourceforge.net |
---|
2135 | |
---|
2136 | If you wish to port DSPAM to an other OS/distro/platform and need help or have |
---|
2137 | patches you would like to be merged in the repo please email |
---|
2138 | dspam-devel@lists.sourceforge.net mailing list. |
---|
2139 | |
---|
2140 | |
---|
2141 | Note: |
---|
2142 | |
---|
2143 | In order to keep DSPAM unencumbered by intellectual property abuses, all |
---|
2144 | external contributors to the project are asked to release any rights to the |
---|
2145 | submission. This keeps the DSPAM project a healthy, unencumbered GPL project. |
---|
2146 | Please accompany your patch, code, or other submission with the following |
---|
2147 | statement. By submitting a patch to the project, you agree to be bound by |
---|
2148 | the terms of this statement whether it is specifically included in the |
---|
2149 | submission or not, however we still require that it be attached to the |
---|
2150 | submission: |
---|
2151 | |
---|
2152 | The author or authors of this submission hereby release any and all |
---|
2153 | copyright interest in this code, documentation, or other materials |
---|
2154 | included to the DSPAM project and its primary governors. We intend this |
---|
2155 | relinquishment of copyright interest in perpetuity of all present and |
---|
2156 | future rights to said submission under copyright law. |
---|
2157 | |
---|
2158 | 3.2 GIT ACCESS |
---|
2159 | |
---|
2160 | The DSPAM source tree can be downloaded via read-only git access using the |
---|
2161 | following commands: |
---|
2162 | |
---|
2163 | git clone git://dspam.git.sourceforge.net/gitroot/dspam/dspam |
---|