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src/content/docs/cloudflare-one/email-security/setup/index.mdx
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| --- | ||
| title: Setup | ||
| title: Get started | ||
| pcx_content_type: navigation | ||
| sidebar: | ||
| label: Get started | ||
| order: 11 | ||
| group: | ||
| label: Setup | ||
| --- | ||
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| import { DirectoryListing } from "~/components" | ||
| import { Markdown } from "~/components"; | ||
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| You can set up Email Security via: | ||
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| <DirectoryListing /> | ||
| Before you start the onboarding process, you will have to choose a deployment path. Email Security provides two deployment modes: [post-delivery](/cloudflare-one/email-security/setup/) (for API and BCC/Journaling), and [pre-delivery](/cloudflare-one/email-security/setup/#pre-delivery-deployment) (for MX/Inline). | ||
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| ## Post-delivery deployment | ||
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| With post-delivery deployment, Email Security scans emails **after** they reach users' inbox. | ||
| ### How it works | ||
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| When you choose post-delivery deployment, Cloudflare scans emails **after** they reach a users' inbox. | ||
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| Post-delivery deployment includes [Microsoft Graph API](/cloudflare-one/email-security/setup/post-delivery-deployment/api/) and [BCC](/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/gmail-bcc-setup/)/[Journaling](/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/office365-journaling/). | ||
| If you are a Microsoft 365 user, this is done via Microsoft's Graph API or journaling. | ||
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| With Microsoft Graph API, you authorize Email Security to scan domains via your email provider credentials. With BCC/Journaling, you send messages to Email Security via BCC or Journaling configurations within your email provider. | ||
| If you are a Google Workspace or Microsoft Exchange user, this is done via BCC. | ||
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| When you set up Microsoft Graph API, you get access to the following features: | ||
| ### Why you should consider post-delivery deployment | ||
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| - Auto-moves. | ||
| - Directory synchronization. | ||
| - Post-delivery response / Phish submission response. | ||
| - Auto pull EMLs for [reclassification](/cloudflare-one/email-security/email-monitoring/search-email/#reclassify-messages) whose disposition is "None". | ||
| - Manually move messages to different inboxes. | ||
| Post-delivery deployment is time-efficient, because it does not involve MX changes. Post-delivery deployment does not disrupt mail flow. Post-delivery deployment allows you to enable [auto-move events](/cloudflare-one/email-security/auto-moves/) to hard or soft delete messages, and synchronize your [directory](/cloudflare-one/email-security/directories/) when you use Microsoft Graph API or Google Workspace. | ||
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| If you set up Email Security via BCC/Journaling and you want to access the features listed above, you will need to [associate an integration](/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-auto-moves/). | ||
| :::note | ||
| When you choose post-delivery deployment: | ||
| - The threat is removed **after** the message has been delivered to the inbox. | ||
| - It requires API scopes, or journaling rule configuration. | ||
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| - Auto-move is only available in BCC/Journaling if you associate an integration. | ||
| ::: | ||
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| ## Pre-delivery deployment | ||
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| With pre-delivery deployment, Email Security scans emails **before** they reach users' inbox. | ||
| ### How it works | ||
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| When you choose pre-delivery deployment, Cloudflare scans emails **before** they reach a users' inbox. The MX record points to Cloudflare. | ||
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| ### Why you should consider pre-delivery deployment | ||
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| Pre-delivery deployment provides you with the highest level of protection. It enforces [bannering](/cloudflare-one/email-security/detection-settings/configure-text-add-ons/) or link rewrite at delivery. | ||
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| Pre-delivery blocks threats in transit, and it adds banners or texts before the user views the email. | ||
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| :::note | ||
| When you choose pre-delivery deployment: | ||
| - You must edit MX records or create a connector. | ||
| - You can enable auto-move events only once you associate an integration. | ||
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| - Cloudflare [egress IPs](/cloudflare-one/email-security/setup/pre-delivery-deployment/egress-ips/) are allowed on downstream servers. | ||
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| ::: | ||
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| ## Dispositions | ||
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| Email traffic that flows through Email Security is given a final disposition, which represents Email Security's evaluation of that specific message. Refer to [Dispositions and attributes](/cloudflare-one/email-security/reference/dispositions-and-attributes/) to learn more. | ||
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| Dispositions allow you to configure policies and tune reporting. For example, you can configure a policy to move suspicious emails to your junk folder. | ||
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| ## Impersonation registry | ||
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| Most [Business email compromise(BEC)](https://www.cloudflare.com/en-gb/learning/email-security/business-email-compromise-bec/) targets executives or finance roles. You must add addresses of roles who are likely to be impersonated. Refer to [Impersonation registry](/cloudflare-one/email-security/detection-settings/impersonation-registry/) to learn how to add a user to the impersonation registry. | ||
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| Roles you may want to include in the impersonation registry are: | ||
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| - C-suites | ||
| - Finance roles | ||
| - HR | ||
| - IT help-desk. | ||
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| You should review your impersonation registry on a quarterly basis as roles change. | ||
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| ## Reclassifications | ||
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| A reclassification is a change to an email's disposition **after** initial scanning. It is Cloudflare's built-in feedback loop for correcting false positives/negatives **and** training the detection models to get smarter over time. | ||
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| ### Who can reclassify messages | ||
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| [Security teams](/cloudflare-one/email-security/email-monitoring/search-email/#team-submissions) and [end users](/cloudflare-one/email-security/email-monitoring/search-email/#user-submissions) can submit a reclassification. Refer to [Reclassify messages](/cloudflare-one/email-security/email-monitoring/search-email/#reclassify-messages) to learn how to reclassify a message. | ||
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| MX/Inline allows you to send messages to Email Security to scan before they reach your users' inbox. You may need to update your MX records. | ||
| ### Why you should reclassify messages | ||
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| With MX/Inline, you will not be able to auto-move emails. | ||
| Reclassifications are critical because: | ||
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| However, you will need to associate an integration to access the following features: | ||
| - **They help improve model accuracy**: Every validated reclassification teaches Cloudflare's machine learning to recognise new lures, language, infrastructure and benign patterns. | ||
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| - **They reduce alert fatigue**: Correcting Suspicious or Spam emails that users actually want tailors detections to your organization, cutting noise in the dashboard. | ||
| - **They close the remediation loop**: When a disposition is upgraded to Malicious, Cloudflare auto-moves those emails out of every inbox (Graph API or Google Workspace API integrations). | ||
| - **They can help you log activity taken on any reclassification**: Each reclassification displays a submission ID, details about original, requested and final dispositions, and more. Refer to [Reclassify messages](/cloudflare-one/email-security/email-monitoring/search-email/#reclassify-messages) to learn more about reclassifications. | ||
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| - Directory synchronization. | ||
| - Post-delivery response / Phish submission response. | ||
| - Auto pull EMLs for reclassification for disposition "None". | ||
| - Manually move messages. | ||
| To make the most of reclassifications: | ||
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| ### Associate an integration | ||
| 1. Review reclassifications on a weekly basis. | ||
| 2. Ensure you have an integration associated with any MX/Inline deployment. When you associate an integration, you will not need to upload the EMLs every time, and we can use APIs to receive a copy of your email messages. | ||
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| 3. Investigate any increase in [user submissions](/cloudflare-one/email-security/email-monitoring/search-email/#user-submissions) (users may have found a phish that bypassed filters) and confirm that analyst-final dispositions align with your policies. | ||
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| To associate an integration: | ||
| A correct use of reclassifications ensures that Email Security delivers a stronger protection with less manual tuning. | ||
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| 1. Log in to [Zero Trust](https://one.dash.cloudflare.com/) > **Email Security**. | ||
| 2. Go to **Settings** and locate your domain. | ||
| 3. Select the three dots > **Associate an integration**. | ||
| 4. Select the integration you want to associate, then select **Associate**. | ||
| ## Configuration checklist | ||
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| To enable post-delivery response and phish submission response: | ||
| | Step | Post-delivery | Pre-delivery | | ||
| |---------------------------------------------------------------------------------------------------------|---------------|--------------| | ||
| | Authorize integration ([Graph API](/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/#enable-microsoft-integration) or [Google Workspace](/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration/))[^1] | Required | Required [^2] | | ||
| | Associate an integration with an MX/Inline domain | | Required | | ||
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| | Add/verify domains | Required | Required | | ||
| | [Update MX records/connector](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/), then allow Cloudflare [egress IPs](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/) on downstream mail server | | Required | | ||
| | Enable [Post‑delivery response and Phish submission response](/cloudflare-one/email-security/auto-moves/) | Required | Required | | ||
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| | Populate [impersonation registry](/cloudflare-one/email-security/detection-settings/impersonation-registry/) and [allow](/cloudflare-one/email-security/detection-settings/allow-policies/)/[block](/cloudflare-one/email-security/detection-settings/blocked-senders/) lists | Required | Required | | ||
| | Configure [partner domain TLS](/cloudflare-one/email-security/setup/pre-delivery-deployment/partner-domain-tls/) and admin quarantine | | Required | | ||
| | Configure [text add-ons](/cloudflare-one/email-security/detection-settings/configure-text-add-ons/) and [link actions](/cloudflare-one/email-security/detection-settings/configure-link-actions/) | | Required | | ||
| | Send a test email and verify it appears in **Monitoring** > [**Email activity**](/cloudflare-one/email-security/email-monitoring/#email-activity) with expected disposition | Required | Required | | ||
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| 1. Go to **Settings** > **Moves**. | ||
| 2. Go to **Auto-moves**, select **View** > **Configure**. | ||
| 3. Select **Post-delivery response (Recommended)** and **Phish submission response (Recommended)**. | ||
| 4. Select **Save**. | ||
| [^1]: Alternatively, you can create a service account and add BCC rules. | ||
| [^2]: Still used for directory/auto‑move insight if desired as well as authorizing free API CASB | ||
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