Friday, February 26, 2010

Monitor User Email with Exchange 2007

Since I'm on, let me briefly explain how to monitor your user's email, both incoming and outgoing. I used to do this in a similar way in Small Business Server 2000.

In Exchange 2000, I simply created a Distribution group with me being the member. Then I placed the group into the Exchange server's properties for "Archiving." Then simply create a rule in Outlook to organize all this email your inbox is going to get flooded with.

Of course there was another way, by using a journal type feature which I believe was more demanding on the server, but that is just my opinion.

In Exchange 2007 you can still "archive" the same way using the Journaling feature but unless I find a reason not to, I will be doing it by using Transport Rules instead. Some references mentioned performance degradation using Journaling. At the same time I've also read that the transport rules take a dump after a handful of them. In any case, that's what I've read and not what I've experienced, at least not yet.

Here are the simple steps:

Using Exchange 2007 Transport Rules to 'Monitor' Users Emails Inound/Outbound

  1. Organization Configuration > Hub Transport > Transport Rules
  2. Create a New Transport Rule
  3. Step 1 Select Condition(s): [x] Sent to a member of distribution list
  4. Specify the distribution list that all your users belong to
  5. Select Action(s): [x] Blind carbon copy (bbc) the message to addresses
  6. Select the email address, for example your own
  7. Select Exception(s): [x] Except when any of the recipients in the To field is people
  8. Select yourself again. This should prevent redundancy if you belong to the distribution list too.
  9. Finish
Then create a rule in Outlook that filters this email to a subfolder in your "Inbox." You can use "Where my name is not in the TO box" rule to accomplish this.

Hope this helps better manage email monitoring. Remember to keep in mind the legalities and invasion of privacy when it comes to email interception. In most cases a detailed email policy can inform all employees of such monitoring which would release you of liability, however check with your own state laws to be sure.

Using Exchange 2007 to Add Email Disclaimers & Prevent Redundancy

While I have not been too talkative as of late (mainly due to being tired and stressed and busy,) I wanted to make this brief post in case anyone was looking for a simple solution.

If you want to add a disclaimer to outbound emails there are plenty of tutorials out there that show you how to do it already. Google Search: Exchange 2007 Email Disclaimers

However just for giggles, here is the quick run down:

Adding Disclaimers at the Organizational Level

  1. Organization Configuration > Hub Transport
  2. Transport Rules Tab
  3. New Transport Rule
  4. Step 1 Condition: [x] From a member of distribution list (Select a distribution list with members you wish this rule to apply to) HIT NEXT
  5. Step 1 Select Action(s): [x] Append disclaimer text using font, size, color (etc)
  6. Here of course enter the text you wish your disclaimer to say, or simply use a common/generic one and edit it. At emaildisclaimers.com you can find useful information regarding these legal notices. HIT NEXT
  7. Step 1 Select Exception(s) if necessary:
  8. [x] Except when the message is SENT to users inside or outside the organization
  9. Choose "Inside." (Steps 7 and 8 are optional, depending how you want it to work. I personally didn't want a disclaimer attached to incoming messages but only to those going outside.)
  10. [x] Except when the TEXT PATTERN appears in the subject or body message
  11. Here simply copy and paste some of your disclaimer, a sentence or less, preferrably less, but choose a portion that seems unique enough to the Disclaimer. So don't choose something like "and the" as this will appear in most emails and the disclaimer will fail to apply. This rule is what will prevent your system from applying the disclaimer to emails that already contain disclaimers. This is useful especially in conversation-type emails where there are a lot of replies. It will prevent clutter.
That's it! Of course test it a few times with an external email and reply back and forth; there should only be one disclaimer from your domain. Hope this helps.