I was working with the customer the other day using Forefront Server Security Management Console to distribute templates to Forefront for Exchange. The customer was having problems with the templates working correctly based on how they thought the product worked. After looking over what they were trying to do and our product documentation is was not clear how the product really distributed templates. The customer was trying to create custom templates for various configurations but was having problems with what they thought were "old" settings being applied.
By default, Forefront for Exchange will apply the settings stored in the Default Template. If you want to configure all the hub servers with the same configurations, you would select the Default Transport Template and make all the modifications to that template. To see the templates, on the Forefront management console, select File, Template and then click on View Templates. See screen shot below of how the console will look.
These modifications would include AV settings, filtering settings and notification settings. These settings are stored in the template.fdb which is normally located in C:\Program Files\Microsoft Forefront Security\Exchange Server\Data. You would then copy the template.fdb file to the FSSMC server and distribute to all the servers with Forefront Server Security installed. During the distribution process, FSSMC will update the default template and then will update Transport Job with the settings in the template file. You can control what gets updated from the default template by selecting those items you want updated when you create a package. See screen shot below.
In this case, those settings you select will be updated in the scan jobs. So for example, if you wanted to update only the file filtering settings then select the file filtering in the package so only those setting are updated from the template file.
The point to remember is that all the settings in the template file you create during the packaging file are placed in the template file. So for instance, let’s assume that you have all the scan jobs (transport, real time and manual) configured to load settings from the default templates. Let’s also assume for this process you have the Bias in the engines set to “Max Certainty” and the file filtering to block on executables in the default templates. You load the default template for the transport scan job in the Templates configuration and all is fine. Now for the fun part, you go to another machine and create a default template you want to distribute to all Forefront for Exchange systems. In this template, you accidentally configured the bias to “Max Performance” and have purposely configured the file filtering to block all .exe and .com files. You want to use this template to update the file filtering on all the Exchange servers. You copy template.fdb file to the FSSMC server, create a package to update only the file filtering and then distribute the package. On the destination server, the scan job is update with the new file filtering settings. However the template file (template.dfb) has been updated with both the new bias settings and the new file filtering settings. So the current scan job and the default template do not match. This doesn’t cause much of a problem because the default template is not loaded unless you do this in the Forefront administration console or the current scan job settings file becomes corrupted. The problem is that it is not easy to identify this difference in any of the interfaces. If someone in the future accidentally loads the default template, the bias settings will be changed will be changed to “Max Performance”
Here is the screen capture of the Transport settings.
Here is the Default Transport Template
With this in mind, I would create a template file with all the settings you want for a particular scan job and distribute the template file so that it updates all the settings. Doing this avoids having the default template file not match the current scan job settings. Creating a template file to update just a subset of the settings is possible but creates confusion of the default settings in the template file.