Policy Patrol Disclaimers 64-bit

2 MANUAL Policy Patrol Disclaimers This manual, and the software described in this manual, are copyrighted. No part of this manual or the described software may be copied, reproduced, translated or reduced to any electronic medium or machine-readable form without the prior written consent of Red Earth Software except that you may make one copy of the program solely for back-up purposes. Policy Patrol is a registered trademark of Red Earth Software. All product names referenced in this documentation belong to the respective companies. Copyright by Red Earth Software. All rights reserved.

3 Contents at a Glance 1 Introduction Pre-installation Installation Importing users Disclaimer rules How to order rules Creating filters Creating templates History Additional tools Settings Server administration Troubleshooting…92 iii

4 Table of Contents 1 Introduction Why is filtering necessary? Policy Patrol editions Policy Patrol features How Policy Patrol addresses threats What s new in version 7? Why Policy Patrol? Conventions Manual overview Pre-installation System requirements Do I need the 32-bit or 64-bit version? Gathering necessary information If you have Exchange 2007/ If you have Exchange 2000/ If you have Exchange If you have Lotus Domino If you have another mail server If you have a clustered environment If you have a frontend/backend server setup If you have Policy Patrol 4, 5 or 6 installed If you have Policy Patrol 1, 2 or 3 installed Installation Installing Policy Patrol Server Installing remote administration Connecting to the Policy Patrol server Policy Patrol Services Modifying the Policy Patrol installation Uninstalling Policy Patrol Importing users Licensing users Import from Active Directory Import from Exchange Import from Lotus Domino Manually import users Creating a group based on a Domain Creating a group based on an LDAP Query Using a query filter to license users Editing licensed users Auto-licensing Disclaimer rules Configuring a disclaimer/signature rule Step 1. Rule Users Step 2. Rule Direction Step 3. Rule Conditions Step 4. Rule Exceptions Step 5. Rule Actions Primary actions Secondary actions Ordering of secondary actions…41 iv

5 5.1.6 Step 6. Rule Scheduling Step 7. Rule Name Editing existing rules Copying rules Disclaimer position maps Viewing disclaimers in Sent Items How to order rules Configuring rule ordering Processing speed Ordering result Process next rules Creating filters Creating a Word/Phrase filter Creating an /Domain filter Active Directory users in filter Editing filters Copying filters Creating templates Creating a Notification template Creating a Disclaimer/Signature Template Creating a standard Disclaimer/Signature Template Creating an HTML Stationary Disclaimer Template HTML Stationary Editing templates Copying templates Fields User fields Message fields Date/Time fields Other fields Configuring additional directory fields History Message History Message report Rules report Viewing details Event History Additional tools Auto replies Settings Schedules Users Server administration User security User access rights Component rights Folder rights Inheritance of folder rights Licensing System configuration System notifications Exclude IP System Parameters Automatic update settings Import Policy Patrol configuration Export Policy Patrol configuration…90 v

6 12.8 Policy Patrol Status Troubleshooting Knowledge Base No disclaimers are being added My Sent Items in Outlook are not being updated I cannot enter Licenses or browse to files or folders How can I copy the configuration to another machine? How can I stop Policy Patrol? Send support files Contacting Red Earth Software User merge field is not working vi

7 Chapter 1 Introduction P olicy Patrol is a comprehensive filtering tool that can block spam, phishing, confidentiality leaks, scripts, offensive content, viruses, add disclaimers & signatures, compress and decompress attachments, archive s and much more. 1.1 Why is filtering necessary? is a great business tool. It s fast, cheap, universal and easy to deploy. However, companies that make use of are confronted with a number of risks: Legal liability Damage to reputation Loss of productivity Network congestion Confidentiality breaches Regulatory compliance 1.2 Policy Patrol editions In combination with a sound policy, Policy Patrol helps companies protect themselves against these threats and gain more control over their system. Policy Patrol is available in different versions that each address particular requirements that your organization might have. Policy Patrol is available in the following editions: Policy Patrol Disclaimers ( disclaimers & signatures) Policy Patrol Spam Policy Patrol Mail + Filter + Server Tools = (anti-spam) ( rules, compression, backup, optional anti-virus) Policy Patrol Mail Security Bundle All features (formerly Policy Patrol Enterprise) 1

Professional email disclaimers and email signatures for Exchange Server 2007. Policy Patrol includes a powerful rules wizard that allows you to configure customized user-based disclaimers and signatures. With Policy Patrol’s advanced formatting and positioning options you can create the disclaimer and signature that is just right for your organization.

Professional email disclaimers and email signatures for Exchange Server 2007 and Exchange Server 2010. The program includes a powerful rules wizard that allows you to configure customized user-based disclaimers and signatures. With Policy Patrol?s advanced formatting and positioning options you can create the disclaimer and signature that is just right for your organization. Policy Patrol is the first email disclaimer product to show the email disclaimer and signature in Outlook Sent Items without requiring any client software or allowing users to edit or remove the disclaimer or signature before sending. Policy Patrol is used by companies such as USA.net, Nissan, Daewoo, Targus, Canadian Pacific Railway, Lotto, Sony of Canada and many more. Exchange Disclaimers | Exchange Signatures | Email Disclaimer & Signature Software. Email disclaimer & signature software: Add email disclaimers and email signatures with logo and Active Directory fields on Exchange Server 2003, 2007, 2010. Download 30-day trial.