This guide will take you through the steps required to upgrade your FTGateOffice/FTGatePro system to FTGate5.
We recommend that in order to make your upgrade experience as easy as possible you read this guide carefully and watch the tutorial videos.
FTGate has a completely new UBEBlock system. Your old training settings and filters WILL NOT be imported. You should refer to the Filter Policies section for details on setting up and training your new system.
FTGate will install a default filter policy. After installation you should check that the policy is suitable and make any required changes.
FTGate has a completely new service security system based on security policies. See Security Policies
FTGate requires that there be at least one local domain with one mailbox. This is used to control login to the server. You may have multiple administrators over different accounts but you MUST have at least one administrator. The system administrator login is the full email address of a user on the FTGate server. You need to make sure you have a valid username and password AND be a member of the System Administrators group in order to access WebAdmin (see Web Administration).
If you delete all local accounts, or all administrator mailboxes, FTGate will enter safe mode and report the error "Any Admin override active". This allows any user to log in to the admin interface and configure a new administrator for the system.
Robot mailboxes and Autoresponders have been removed and replaced by user mailboxes with mailbox rules (see Mailbox Rules)
User Mailbox features for AutoResponse, Forwarding, Scripts and External Programs have been moved to Mailbox Rules.
If you are installing on a Windows2000 server or Windows2003 servers you should stop the FTGate LDAP service as it will conflict with the Windows LDAP service. See LDAP
If you are installing in Windows 2000 or Windows 2003 server then you will need to stop the Windows "Simple Mail Transport Protocol" in the Windows Service Manager.
Review the client sign in change information: Logging Into FTGate
To perform the upgrade you should run the FTGate installer and when prompted select and FTGateOffice or FTGatePro backup database and allow the wizard to complete.
The following items should be checked post installation
FTGate4 will reboot after the install and will begin to function. Should you wish to review all the new settings with FTGate disabled you should go to Configuration/System and click the Safe Mode button. FTGate can be restarted by click the Restart button which will return FTGate to a functioning mode.
Security Policies: Check that the 3 security policies contain the correct IP address ranges for your network and that the options enabled are correct for your needs.
Filter Policies: Check that the settings are acceptable and define UBEBlock training users. Seed the training database with good messages. See UbeBlock Training UbeBlock Training Notes
The root.login domain is only used to configure an administrator for log in purposes, it uses one mailbox and can either be deleted or renamed. If it is to be deleted then a new administrator should be added to the Configuration/Administrators section.
User Mail clients: In FTGate all Sign In names are the full email address. Thus your users will have to alter their account settings in their mail clients and add the domain name to the end of their login name. This is required to enforce security privileges.
All User Accounts except the administrator will all be using the Default User Privileges. You may wish to alter the privilege settings to control various access rights.
Check the Outbox configuration. Specifically check:
Outbox/Connection/Hostname is set to either your host name or domain
name (Hostname configuration)
Outbox/Delivery/HOST 1 includes your ISP login if required (Outbound
SMTP Authentication)
At this stage you should have a functioning server with all the new features of FTGate4.