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Table of Contents

Administration Guide

Configuring email archiving policies

You do not need to archive all email. Use the Archive Policy tab to specify the types of email to archive. The criteria you specify are called policies. You can also create exemptions to these policies (see Configuring email archiving exemptions).

To access this part of the web UI, your administrator account’s:

  • Domain must be System
  • access profile must have Read or Read-Write permission to the Others category

For details, see About administrator account permissions and domains.

To view and configure archiving policy
  1. Go to Email Archiving > Policy > Archive Policy.
  2. GUI item

    Description

    Move

    (button)

    Click a policy to select it, click Move, then select either:

    • Up or Down, or
    • After or Before, which opens a dialog, then in Move right after or Move right before indicate the policy’s new location by entering the ID of another policy

    FortiMail units match the policies in sequence, from the top of the list downwards.

    Status

    To enable an email archiving policy, mark its check box.

    ID

    Displays policy identification numbers. IDs are generated by the FortiMail unit.

    Type

    Displays the policy type. The five types are pre-defined. See step In Policy type, qualify what types of email to archive:.

    Account

    (column)

    Displays email archive account names.

    Pattern

    Displays the pattern that the FortiMail unit will use when evaluating email for a match with the policy.

  3. Click New to add an entry or double-click an entry to modify it.
  4. A dialog appears.

  5. From the Account drop-down list, select the archive account where you want to archive email. Optionally, click New to create an archive account or click Edit to edit an existing account. For details about archive accounts, see Configuring email archiving accounts.
  6. In Policy type, qualify what types of email to archive:
  • Sender Address: The FortiMail unit checks the sender email address for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
  • Recipient Address: The FortiMail unit checks the recipient email address for the specified pattern. Use an asterisk (*) when specifying a partial address.
  • Keyword in Subject: The FortiMail unit checks the message subject line for the specified pattern.
  • Keyword in Body: The FortiMail unit checks the message body for the specified pattern.
  • Attachment File Name: The FortiMail unit checks the file names of any message attachments for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
  • In Pattern, specify what attributes the messages must have to be archived. Enter a pattern based on the selected policy type. For example, if you select Sender Address and enter *@example.com as the pattern, the FortiMail unit archives email from the example.com domain.
  • Enable Policy status.
  • Click Create.
  • See also

    Email archiving workflow

    Configuring email archiving accounts

    Configuring email archiving exemptions

    Managing archived email

    Configuring email archiving policies

    You do not need to archive all email. Use the Archive Policy tab to specify the types of email to archive. The criteria you specify are called policies. You can also create exemptions to these policies (see Configuring email archiving exemptions).

    To access this part of the web UI, your administrator account’s:

    • Domain must be System
    • access profile must have Read or Read-Write permission to the Others category

    For details, see About administrator account permissions and domains.

    To view and configure archiving policy
    1. Go to Email Archiving > Policy > Archive Policy.
    2. GUI item

      Description

      Move

      (button)

      Click a policy to select it, click Move, then select either:

      • Up or Down, or
      • After or Before, which opens a dialog, then in Move right after or Move right before indicate the policy’s new location by entering the ID of another policy

      FortiMail units match the policies in sequence, from the top of the list downwards.

      Status

      To enable an email archiving policy, mark its check box.

      ID

      Displays policy identification numbers. IDs are generated by the FortiMail unit.

      Type

      Displays the policy type. The five types are pre-defined. See step In Policy type, qualify what types of email to archive:.

      Account

      (column)

      Displays email archive account names.

      Pattern

      Displays the pattern that the FortiMail unit will use when evaluating email for a match with the policy.

    3. Click New to add an entry or double-click an entry to modify it.
    4. A dialog appears.

    5. From the Account drop-down list, select the archive account where you want to archive email. Optionally, click New to create an archive account or click Edit to edit an existing account. For details about archive accounts, see Configuring email archiving accounts.
    6. In Policy type, qualify what types of email to archive:
    • Sender Address: The FortiMail unit checks the sender email address for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
    • Recipient Address: The FortiMail unit checks the recipient email address for the specified pattern. Use an asterisk (*) when specifying a partial address.
    • Keyword in Subject: The FortiMail unit checks the message subject line for the specified pattern.
    • Keyword in Body: The FortiMail unit checks the message body for the specified pattern.
    • Attachment File Name: The FortiMail unit checks the file names of any message attachments for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
  • In Pattern, specify what attributes the messages must have to be archived. Enter a pattern based on the selected policy type. For example, if you select Sender Address and enter *@example.com as the pattern, the FortiMail unit archives email from the example.com domain.
  • Enable Policy status.
  • Click Create.
  • See also

    Email archiving workflow

    Configuring email archiving accounts

    Configuring email archiving exemptions

    Managing archived email