Backing Up or Restoring a Configuration

Export settings from the management console to back up the Deep Discovery Email Inspector configuration. If a system failure occurs, you can restore the settings by importing the configuration file that you previously backed up.

Important:

Deep Discovery Email Inspector only supports restoring configurations from other Deep Discovery Email Inspector servers with a compatible license status and with the same firmware version, hardware model, and locale. For example, you cannot restore a server running version 3.6 with a configuration file backed up from a server running version 3.1 or earlier versions.

For more information on compatible licenses, see License Compatibility.

Note:

When exporting/importing your settings, the database will be locked. Therefore, all Deep Discovery Email Inspector actions that depend on database access will not function.

Trend Micro recommends:

  • Backing up the current configuration before each import operation

  • Performing the operation when Deep Discovery Email Inspector is idle. Importing and exporting affects Deep Discovery Email Inspector performance.

Back up settings to create a copy of Deep Discovery Email Inspector appliance configuration to restore the configuration in another Deep Discovery Email Inspector appliance or to revert to the backup settings at a later time. Replicate a configuration across several Deep Discovery Email Inspector appliances by restoring the same configuration file into each appliance.

License Compatibility

The following table indicates compatible product licenses. You can only restore configuration files backed up from other Deep Discovery Email Inspector servers with a compatible license, and with the same firmware version, hardware model, and locale.

Table 1. License compatibility

License Activation

Advanced Threat Protection + Gateway Module

Gateway Module Only

Advanced Threat Protection Only

Advanced Threat Protection + Gateway Module

Compatible

Compatible

Compatible

Gateway Module Only

Not compatible

Compatible

Not compatible

Advanced Threat Protection Only

Not compatible

Not compatible

Compatible

Backup Recommendations

Trend Micro recommends exporting your settings to:

  • Keep a backup

    If Deep Discovery Email Inspector cannot recover from a critical problem, import your configuration backup after restoring the device to automatically implement the pre-failure configuration.

  • Replicate settings across several devices

    If you have several devices on your network, you do not need to separately configure most settings.

Backing Up a Configuration

During export, do not:

  • Access other management console screens or modify any settings

  • Perform any database operations

  • Start/stop any services on the device or in the group to which the device belongs

  • Launch other export or import tasks

You can back up settings from the screens and tabs listed in the following table.

Table 2. Backed up configuration settings

Screen

Tab

Dashboard

Settings for all widgets only

Policies > Policy Management

Policy List

Content Filtering Rules

DLP Rules

Antispam Rules

Threat Protection Rules

Policies > Policy Objects

Notifications

Message Tags

Redirect Pages

Archive Servers

Data Identifiers

DLP Templates

Policies > Exceptions

Messages

Objects (local object exceptions only)

URL Keywords

Graymail Exceptions

Email Encryption Exceptions

Alerts / Reports > Alerts

Rules

Alerts / Reports > Reports

Schedules

Administration > Component Updates

Schedule

Source

Administration > System Settings

Operation Mode

Proxy

SMTP

Time (date and time format and NTP server settings only)

SNMP

Session Timeout

Administration > Mail Settings

Connections

Message Delivery

Limits and Exceptions

SMTP Greeting

Edge MTA Relay Servers

Internal Domains

Administration > Integrated Products/Services

Syslog

Microsoft Active Directory

SFTP

Administration > Scanning / Analysis

Settings (Submission Filters , URL Submission Filtering, and Timeout Setting sections only)

File Passwords

Smart Protection

Smart Feedback

YARA Rules

Time-of-Click Protection

Business Email Compromise Protection

URL Scanning

Administration > Sender Filtering/Authentication

Approved Senders

Blocked Senders

DHA Protection

Email Reputation

Bounce Attack Protection

SMTP Traffic Throttling

SPF

DKIM Authentication

DKIM Signatures

DMARC

Administration > End-User Quarantine

User Quarantine Access

EUQ Digest

Administration > System Maintenance

Storage Maintenance

Administration > Accounts / Contacts

Accounts

Contacts

  1. Go to Administration > System Maintenance > Back Up / Restore.
  2. Next to Configuration Settings Backup, click Export.

    A File Download window appears.

  3. Click Save to save the configuration file to local storage.

Restoring a Configuration

Restoring Deep Discovery Email Inspector settings replaces the original settings and rules, such as message delivery settings, with the imported configuration.

During import, do not:

  • Access other management console screens or modify any settings.

  • Perform any database operations.

  • Start/stop any services on the device or in the group to which the device belongs.

  • Launch other export or import tasks.

Note:

For information on the settings that you can restore, see Backing Up a Configuration.

  1. Go to Administration > System Maintenance > Back Up / Restore.
  2. Next to Restore Configuration Settings, click Choose File or Browse and locate the file.
  3. Click Restore.

    All services restart. Depending on the settings and rules to restore, this may take some time.