How to Customize Default Message Classifications

Microsoft Exchange Server 2007 will reach end of support on April 11, 2017. To stay supported, you will need to upgrade. For more information, see Resources to help you upgrade your Office 2007 servers and clients.

 

Applies to: Exchange Server 2007, Exchange Server 2007 SP1, Exchange Server 2007 SP2, Exchange Server 2007 SP3

This topic explains how to customize a default message classification. In Microsoft Exchange Server 2007, you must use the Exchange Management Shell to manage message classification instances. To associate a transport rule with the Attorney/Client Privileged (A/C Privileged) message classification, you can use the Exchange Management Shell or the Exchange Management Console.

This topic refers to the example of the default Exchange 2007 A/C Privileged message classification to show how to associate transport rules with a message classification.

In the example scenario, Woodgrove Bank wants to enforce its company standards. These standards require that all e-mail messages that are designated attorney/client privileged messages include at least one attorney in the To, Cc, or From fields.

This topic explains the following steps:

1. How to use the Exchange Management Shell to update the default message classification to increase the DisplayPrecedence parameter to Higher. This higher precedence ensures that the A/C Privileged message classification is set at a higher priority than the default medium setting.

2. How to use the Exchange Management Console to associate a set of transport rules with the A/C Privileged message classification. Three rules are created for messages that have the A/C Privileged message classification. These rules perform the following tasks:

   1. They guarantee that an attorney is in the To, Cc, or From fields.

   2. They populate the subject of the message with "A/C Privileged:".

   3. They annotate the body of the message with "ATTORNEY CLIENT PRIVILEGED AND CONFIDENTIAL".

Before You Begin

This topic assumes that a distribution group named "Legal" exists in the organization. This distribution group is a mail-enabled universal security group. All attorneys at Woodgrove Bank are members of this distribution group.

To run the Set-MessageClassification cmdlet or create transport rules, the account you use must be delegated the following:

• Exchange Organization Administrator role

For more information about permissions, delegating roles, and the rights that are required to administer Exchange Server 2007, see Permission Considerations.

Procedure

To update the default message classification to increase the DisplayPrecedence parameter to Higher

• Open the Exchange Management Shell and run the following command:

  Get-MessageClassification ExACPrivileged | Set-MessageClassification -DisplayPrecedence Higher
  

By running this command, you set all instances, even the localized versions, of the A/C Privileged message classification to a higher display precedence.

The following set of procedures is run in the Exchange Management Console. These procedures bind transport rules to the default A/C Privileged message classification. Each of these procedures uses the New Transport Rule wizard. To open the New Transport Rule wizard, open the Exchange Management Console. In the console tree, click Organization Configuration, click Hub Transport, and then, in the action pane, click New Transport Rule.

To make sure that an attorney is in the To, Cc, or From fields

1. On the Introduction page of the New Transport Rule wizard, in the Name field, type ACP-1; in the Description field, type Ensures an attorney is on the e-mail; and then click Next.

2. On the Conditions page, select the condition, marked with classification. In the Step 2 field, click classification.

3. In the Select Message Classification dialog box, select ExACPrivileged, click OK, and then, on the Conditions page, click Next.

4. On the Actions page, select send bounce message to sender with enhanced status code. In the Step 2 field:

   1. Click Delivery not authorized, message refused. In the Specify bounce message dialog box, type An attorney must be present on the FROM, TO, or CC lines for messages classified as Attorney-Client Privileged, and then click OK.

   2. (Optional) Click 5.7.1. In the Enhanced status code dialog box, type a customized delivery status notification (DSN) code, and then click OK. To create a customized DSN message, see How to Create a New DSN Message.

5. On the Actions page, click Next.

6. On the Exceptions page, select one of the following:

   • except when the message is from member of distribution list

   • except with any of the recipients in the To field or Cc field is a member of distribution list

7. For each transport rule value that is generated in the Step 2 field, click distribution list, select the Legal distribution list, and then click OK. Click Next.

8. On the Create Rule page, click New.

9. On the Completion page, click Finish.

To populate the subject of the message with "A/C Privileged:"

1. On the Introduction page of the New Transport Rule wizard, in the Name field, type ACP-2; in the Description field, type Populates A/C mail with "A/C Privileged:"; and then click Next.

2. On the Conditions page, select the condition, marked with classification. In the Step 2 field, click classification.

3. In the Select Message Classification dialog box, select ExACPrivileged, click OK, and then, on the Conditions page, click Next.

4. On the Actions page, select prepend subject with string. In the Step 2 field, click string.

5. In the Specify subject prefix dialog box, type A/C Privileged:, click OK, and then, on the Actions page, click Next.

6. On the Exceptions page, select except when the text pattern appears in the subject. In the Step 2 field, click text pattern.

7. In the Specify text patterns pop-up window, type A/C Privileged:, click OK, and then, on the Exceptions page, click Next.

8. On the Create Rule page, click New.

9. On the Completion page, click Finish.

To annotate the body of the message with "ATTORNEY CLIENT PRIVILEGED AND CONFIDENTIAL"

1. On the Introduction page of the New Transport Rule wizard, in the Name field, type ACP-3; in the Description field, type Annotates the body of the message with "ATTORNEY CLIENT PRIVILEGED AND CONFIDENTIAL"; and then click Next.

2. On the Conditions page, select the condition, marked with classification. In the Step 2 field, click classification.

3. In the Select Message Classification dialog box, select ExACPrivileged, click OK, and then click Next on the Conditions page.

4. On the Actions page, select append disclaimer text using font, size, color, with separator and fallback to action if unable to apply. In the Step 2 field, follow these steps

   1. Click append. In the Select position dialog box, select prepend, and then click OK.

   2. Click disclaimer text. In the Specify disclaimer text dialog box, type ATTORNEY CLIENT PRIVILEGED AND CONFIDENTIAL, and then click OK.

   3. Click Gray. In the Specify font color dialog box, select Red, and then click OK.

   4. On the Actions page, click Next.

5. On the Exceptions page, click Next.

6. On the Create Rule page, click New.

7. On the Completion page, click Finish.

For More Information

For more information, see the following topics:

• New-MessageClassification

• Overview of Message Classifications

• Managing Message Classifications