Supervision Application - Configuring Rules

This guide describes how administrators can configure Supervision rules. Before doing this, you need to have at least one lexicon and queue, unless you want to apply the rule to all messages.

Listing the Rules

To list your rules:

1. Log in to the Mimecast Administration Console.
2. Navigate to Archive | Supervision.
3. Click on the Rules tab.

The list displays information about the rule's configuration and status, which is determined by its success or failure. The rule's statuses are:

• Successful: The rule has run successfully.
• Full: The queue associated with the rule is full and requires your attention.
• Warning: At least one error may have occurred on one or more mailboxes.
• Error: An error has occurred. Contact Mimecast Support to troubleshoot the issue.

Creating a Rule

To create a rule:

1. Click on the Create New Rule button.
2. Complete the Rule Details dialog as follows:

   Field / Option	Description
   Name	Provide a rule name.
   Description	Provide a rule description.

3. Click on the Next button.
4. Complete the Rule Configuration dialog as follows:

Field / Option	Description
Monitoring Group	Specify the group of users that the rule monitors: Click on the Select Group button. Either select the Active Directory Groups or Local Groups tab. Select the required Group. A search field in both tabs allows you to look for a group name by entering a text string and pressing the Enter key.
Routing	Specify if the rule applies to sent, received, or both sent and received messages.
Schedule	Specify if the rule is run daily or weekly.
Sampling	Specify the percentage of messages to be checked in the monitoring group per mailbox.

5. Click on the Next button.
6. Specify the Lexicon to be used:

• • Click on the Select Lexicon button.
  • Select the required Lexicon. A search field allows you to look for a lexicon name by entering a text string and pressing the Enter key.

You can continue without specifying a lexicon. If you do, all messages are reviewed with the results based on your chosen sampling.

7. Click on the Next button.
8. Specify the Review Queue to be used:

• • Click on the Select Queue button.
  • Select the required Queue. A search field allows you to look for a review queue name by entering a text string and pressing the Enter key.

Your escalation queue is attached to the review queue so doesn't have to be selected.

7. Click on the Next button.
8. Check that the rule's configuration is correct.
9. Click on the Create Rule button.

Once the rule is created, it is automatically enabled. For a daily schedule, the sync will run once a day to collect the previous day's data, this can run at any time during the day (i.e., between 0:00 - 23:59), although, typically, the data is available in the morning. For weekly syncs, the same applies where it runs the day of the sync at any time; however, it is typically available from the morning.

Disabling / Enabling a Rule

When a rule has been created, it will be Enabled automatically. To enable or disable a rule:

1. Select the rule from the list to display the Rule Details sidebar.
2. Click on either the Disable or Enable button.
3. Click Disable / Enable on the confirmation prompt. You will receive a confirmation notification stating the rule has been enabled or disabled.

Changing a Rule

Rule changes don't take effect until it has the next run as specified in its schedule. To change a rule:

1. Click on the Rule in the list.
2. Click on the Edit button in the slide out panel.
3. Change the Rule Details >as required.
4. Click on the Next button.
5. Change the Rule's Configuration >as required.
6. Click on the Next button.
7. Change the Lexicons as required.
8. Click on the Next button.
9. Change the Queue as required.
10. Click on the Save and Close button.

You can click on the Save & Close button at any stage of the rule's wizard to save your changes.

See Also...

• Configuring Review / Escalation Queues
• Configuring Lexicons