Configuring Smart Tag Assignment Policies

Document created by user.oxriBaJeN4 Employee on Sep 12, 2015Last modified by user.Yo2IBgvWqr on Aug 29, 2017
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A Smart Tag Assignment policy links messages to Smart Tags based on the sender and recipient details. Smart Tags can:

  • Group messages and files together, similar to folder functionality.
  • Allow an individual / group to view messages they didn't send or receive. For example:
    • A generic address (e.g. sales@company.comcan be seen by members of the sales team.
    • Project team members can access project messages, regardless of which team member sent or received them.
  • Provide users access to view files that are archived.

 

Usage Considerations


Consider the following before creating a policy:

  • A smart tag must have been created in the Administration Console to use with this policy.
  • Smart Tags can be viewed within the archive. Archive searches can be refined to return results from only smart tags.
  • Once smart tag permissions are granted, the messages can be viewed in the Mimecast Personal Portal or Mimecast for Outlook.

 

Configuring a Smart Tag Assignment Policy


To configure a Smart Tag Assignment policy:

  1. Log on to the Administration Console.
  2. Click on the Administration menu item. A menu drop down is displayed.
  3. Click on the Gateway | Policies menu item. The Gateway Policy Editor is displayed.
  4. Click on Smart Tag Assignment. A list of policies is displayed.
  5. Either select the:
    • Policy to be changed.
    • New Policy button to create a policy.
  6. Complete the Options section as required:
    OptionDescription
    Policy NarrativeProvide a description for the policy to allow you to easily identify it in the future.
    Select Smart Tag Folder

    Use the Lookup button to select the smart tag to be used.

  7. Complete the Emails From and Emails To sections as required:
    Field / OptionDescription
    Addresses Based OnSpecify the email address characteristics the policy is based on. This option is only available in the "Emails From" section. The options are:
    OptionDescription
    The Return Address (Mail Envelope From)This default setting applies the policy to the SMTP address match, based on the message's envelope or true address (i.e. the address used during SMTP transmission).
    The Message From Address (Message Header From)Applies the policy based on the masked address used in the message's header.
    BothApplies the policy based on either the Mail Envelope From or the Message Header From whichever matches. When both match, the specified value the Message Header From will be used.
    Applies From / ToSpecify the Sender characteristics the policy is based on. For multiple policies, you should apply them from the most to least specific. The options are:
    OptionDescription
    EveryoneIncludes all email users (i.e. internal and external). This option is only available in the "Emails From" section.
    Internal AddressIncludes only internal organization addresses.
    External AddressIncludes only external organization addresses. This option is only available in the "Emails From" section.
    Email DomainEnables you to specify a domain name to which this policy is applied. The domain name is entered in the Specifically field.
    Address GroupsEnables you to specify a directory or local group. If this option is selected, click on the Lookup button to select a group from the Profile Group field. Once a group has been selected, you can click on the Show Location field to display the group's path.
    Address AttributesEnables you to specify a predefined Attribute. The attribute is selected from the Where Attribute drop down list. Once the Attribute is specified, an attribute value must be entered in the Is Equal To field. This can only be used if attributes have been configured for user accounts.
    Individual Email AddressEnables you to specify an SMTP address. The email address is entered in the Specifically field.
  8. Complete the Validity section as required:
    Field / OptionDescription
    Enable / DisableUse this to enable (default) or disable a policy. If a date range has been specified, the policy will automatically be disabled when the end of the configured date range is reached.
    Set Policy as PerpetualIf the policy's date range has no end date, this field displays "Always On" meaning that the policy never expires.
    Date RangeUse this field to specify a start and / or end date for the policy. If the Eternal option are selected, no date is required.
    Policy OverrideThis overrides the default order that policies are applied. If there are multiple applicable policies, this policy is applied first unless more specific policies of the same type are configured with an override.
    Bi-DirectionalIf selected the policy is applied when the policy's recipient is the sender, and the sender is the recipient.
    Source IP Ranges (n.n.n.n/x)Enter any required Source IP Ranges for the policy. These only apply if the source IP address used to transmit the message data, falls inside or matches the range(s) configured. IP ranges should be entered in CIDR notation.
  9. Click on the Save and Exit button.

 

See Also...

 

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