Add a message policy
To define a new message policy:
1. Click the link to Add a Message Policy.
2. Enter and select the field values that define the policy
3. Click Add.
The new message policy is then added to the system. After a policy is defined, it can be applied to a mailbox or mail server.
The fields below the Policy Action field vary depending on the selected Policy Action, and are applied only to messages that meet the days-old and file-size criteria (defined below):
• Export copies the message data from your mail system to Archive Manager.
• Delete removes any messages in Exchange that match the criteria, and can optionally add them into Archive Manager before deletion.
• Stub replaces a message in Exchange with a stubbed-down message that looks like a message to the user, and moves the message data into Archive Manager. When a user views a stubbed message in Outlook, the full message is recreated from data in Archive Manager. You may also, in combination with a Stub policy, delete from Exchange all messages and stubs of a certain age (entered separately from the days-old value for the Stub policy). Stubbed messages can be reconstructed on the Exchange server using the Archive Manager Outlook Form, or viewed using the Offline Client.
• Stub Attachments removes attachments from messages in Exchange. When a user views a message with a stubbed attachment, the attachment is recreated from data in Archive Manager. You may also, in combination with a Stub Attachments policy, delete from Exchange all messages and stubs of a certain age (entered separately from the days-old value for the Stub policy). Stubbed attachments can be reconstructed on the Exchange server using the Archive Manager Outlook Form, or viewed using the Offline Client.
Assign a Message Policy
The Message Policy Assignment screen lets you manage message policies, and apply policies to user mailboxes and (with Exchange only) to mailbox folders.
Message policies can be applied to mail folders at two different levels:
• Server level: The default policy for all users on the mail server, unless superseded by a user-level policy. Server-level policies can be set through the Archive Manager Administration Web site through the "Mail Servers" node.
• User level: Can be defined to override the mail server policy for a particular user or group of users.
Associate users with a message policy
1. Select a tab on the Message Policy Assignment screen.
2. Select a policy from the drop-down list. The screen refreshes and displays a list of the users currently associated with the policy.
3. Locate the desired user in the list of users displayed on the right side of the policy tab of the Message Policy
Associate Mail Servers with a message policy
1. In the "Mail Servers" node, Locate the mail server in the list of mail servers displayed.
2. Click Edit to the left of the mail server name.
3. Assign the Message Policy of your choice to what you would like the Policy to apply to:
• Inbox Policy (applies to Exchange only): The policy for the Inbox for the selected mail server.
• Sent Items Policy (applies to Exchange only): The policy for Sent Items for the selected mail server.
• Deleted Items Policy (applies to Exchange only): The policy for Deleted Items for the selected mail server.
• Public Folder Policy (applies to Exchange only): The policy for the Public Folder for the selected mail server.