Configuring Policies

In IPRO, a policy is a guideline and a job is the action that enforces it. You can apply a single policy to different jobs on a regular basis, including archive jobs, Archive Lifecycle jobs, and export jobs. Therefore, when setting a policy, it is important to keep in mind the job you will execute with it. Policies and jobs exist independently of each other. You cannot execute a job without having a policy to guide it.

You must create a policy in order to validate an archiving job as part of IPRO deployment.

  • Click Archiving > Policies.
  • At the bottom-left of the About tab, click Create.
  • In the Create a Policy dialog box, give the new policy a name that is easy distinguished from other policies. Click Create.
  • The new policy is created and appears under Policies. Click on it.
  • Select Archiving > Policies > your new policy> Policy Criteria.
  • To use archiving to control the size of users’ mailboxes, select the Mailbox Quota option. If not, then go to the next step.
  • Specify a maximum mailbox size and/or maximum number of days a message can reside in the live mail system before it is archived. If you define both criteria, then both must be met in order for messages to be archived. Click Save.
  • NOTE
    If you select this option, you cannot configure Message Selection, Date Properties, or Search Scope.
  • Under Message Selection, specify the types of messages the policy will govern. This can include mail, appointments, tasks, or notes.
  • Mail is filtered according to the creation date.
  • Appointments are filtered according to the appointment date. Therefore, if you want to capture all future appointments, the To date must be set sufficiently far enough ahead to enable that capture.
  • Tasks are filtered according to the start date.
  • Notes are filtered according to the creation date.
  • NOTE
    If you selected Mailbox Quota above, you cannot configure Message Selection.
  • Under Date Properties, specify a time period to apply to your policy criteria.
  • TIP
    - The Beginning option corresponds to January 1, 1970.
    - To use today's date (default), leave the To field blank.
    - The date format is mm/dd/yyyy.
  • NOTE
    If you selected Mailbox Quota above, you cannot configure Date Properties.
  • Since policies do not have an expiration date, you can apply to an archive job regularly or just once. If you intend to apply an archive policy regularly, use the Search Scope options.
  • NOTE
    If you selected Mailbox Quota above, you cannot configure Search Scope.
  • Process all messages results in the processing of every item in the mailbox within the specified date range, regardless of its “published” flag, a status you will later set when configuring and archive job. “Published” means archived.
  • Process all unpublished messages saves time by processing only messages that have not already been archived. Items that have the “published” flag are skipped.
  • Click Save.