Managing Policy Rules

Rules are the means by which messaging policies are applied to message traffic in Trend Micro Email Security. At any time, administrators can see the rules that apply to their organizations, and make changes to the rules that comprise their policy, rename the rules, query the rules, reorder the rules, and create new rules. Each rule can be disabled if desired without losing its definition, and re-enabled at a later time.

Table 1. Policy Rule Tasks

Task

Step

Adding Policy Rules

Tip:

A new rule may be similar to the one you already have. In this case, it is easier to copy the rule and edit it rather than create a new rule from scratch.

Click Add.

  1. Define the basic information about the rule (rule name, whether it is enabled or not, and notes about the rule).

    See Naming and Enabling a Rule.

  2. Select the address(es), domains(s) or group(s) that the rule applies to.

    See Specifying Recipients and Senders.

  3. Select and configure criteria.

    See About Rule Scanning Criteria.

  4. Select and configure actions.

    See About Rule Actions.

Copying Policy Rules

In the rule list, select the rule or rules to copy. Click Copy.

Editing Policy Rules

In the rule list, click the name of the rule you want to edit and follow the procedures in the "Adding Policy Rules" task.

Reordering Policy Rules

In the rule list, do either of the following to reorder policy rules:
  • Click the up or down arrow button to move rules up or down.

  • Double-click the order number of a rule in the Order column and specify a new order number for the rule.

See Reordering Policy Rules.

Enabling or Disabling Policy Rules

In the rule list, click the icon to the left of the rule name to enable or disable the rule.

Deleting Policy Rules

In the rule list, select the rule or rules to delete. Click Delete.

Querying Policy Rules

Use the following criteria to perform a rule query:

  • Sender: Specify a sender address to search for rules that match this address.

  • Recipient: Specify a recipient address to search for rules that match this address.

  • Rule: Specify a rule name to search for rules that match this name.
  • Status: Select Enabled or Disabled to search for rules in the specific status.

    Note:

    For content filtering policy rules, Criteria type is provided to narrow down the search results by certain types of criteria.

  • Level: Select Organization or User/Group to search for rules at the specific level.

  • Migration status: Select Error, Warning, or Fixed/Confirmed/Successful to search for rules in the specific status.