6.2 Rules Configuration
Rules for Retain is a way for administrators to automate tasks and administration based on criteria. This means that any message containing items or information specified in the criteria to have the described action applied automatically. A rule must be enabled, have at least one condition, and one action defined before a rule comes into effect.
6.2.1 Core Settings tab
To create a rule, select the ‘add rule’ button and name the rule. To make the rule active, select ‘Rule Enabled”.
6.2.2 Conditions tab
The conditions are the criteria which determine whether the action is applied to message data or not.
Category list
Department
Display name
Domain name
Email address
Attachment name
First name
From
Last name
Location
Mailbox
PO name
Private
Recipient
Sender domain
Subject
Title
Type
UID
Criteria is entered in plain text or in regular expression, and are separated into categories. Select the category that the criteria is to be restricted to, from the menu.
Contains
Ends with
Equal to
Is not equal to
Does not contain
Does not end with
Does not start with
Regular expression
Starts with
Once a category has been selected, the criteria to be applied to that needs to be specified. The ‘Starts with’ menu further defines the criteria. The ‘Starts with’ menu also allows the administrator to either relax some constraints by selecting a vague entry like ‘Contains’ or ‘Starts with’, or specify the criteria with ‘Regular Expression’. Select the appropriate limiter and then select the ‘Add Condition’ button. Multiple conditions may be added. Make sure to save changes before leaving the page.
6.2.3 Actions tab
The actions tab defines which actions are to be taken. There are four different options to choose from.
All four actions may be applied to any one rule. Once the desired actions are applied to a rule, save changes before leaving the page.
