eDiscovery - Configuring Smart Tags Assignment

This article explains how the Smart Tag Assignment policy links messages to Smart Tags based on the recipient's and sender's information. Smart tags can:

• Group messages and files together, similar to folder functionality.
• Allow an individual/group to view messages they didn't send or receive. For example:
  • A generic address (e.g., [e-mail]) can be seen by members of the sales team.
  • Project team members can access project messages, regardless of which team member sent or received them.
• Provide users access to view files that are archived.

Usage Considerations

Consider the following before creating a policy:

• A smart tag must have been created in the administration console to use this policy.
• Smart Tags can be viewed within the archive. Archive searches can be refined to return results from only smart tags.
• Once Smart Tag permissions are granted, the messages can be viewed in the Mimecast Personal Portal or Mimecast for Outlook.

Configuring a Smart Tag Assignment Policy

To configure a Smart Tag Assignment policy:

1. Log on to the Mimecast Administration Console.
2. Click on the Gateway | Policies menu item.
3. Click on Smart Tag Assignment.
4. Either select the:

• • Policy to be changed.
  • Click the New Policy button to create a policy.

5. Complete the Options section as required:

Field / Option	Description
Policy Narrative	Provide a description of the policy to allow you to easily identify it in the future.
Select Smart Tag Folder	Use the Lookup button to select the smart tag to be used.

6. Complete the Emails From and Emails To sections as required:

Field / Option	Description
Addresses Based On	Specify the email address characteristics on which the policy is based. This option is only available in the "Emails From" section. The options are: The Return Address (Mail Envelope From): This default setting applies the policy to the SMTP address match, based on the message's envelope or true address (i.e. the address used during SMTP transmission). The Message From Address (Message Header From): This applies the policy based on the masked address used in the message's header. Both: Apply the policy based on either the Mail Envelope From or the Message Header From, whichever matches. When both match, the specified value the Message Header From will be used.
Applies From / To	Specify the Sender characteristics the policy is based on. For multiple policies, you should apply them from the most to least specific. The options are: Everyone: Includes all email users (i.e. internal and external). This option is only available in the "Emails From" section. Internal Address: This includes only internal organization addresses. External Address: Includes only external organization addresses. This option is only available in the "Emails From" section. Email Domain: Enables you to specify a domain name to which this policy is applied. The domain name is entered in the Specifically field. Address Groups: Enables you to specify a directory or local group. If this option is selected, click on the Lookup button to select a group from the Profile Group field. Once a group has been selected, you can click on the Show Location field to display the group's path. Address Attributes: Enables you to specify a predefined Attribute. The attribute is selected from the Where Attribute drop-down list. Once the Attribute is specified, an attribute value must be entered in the Is Equal To field. This can only be used if attributes have been configured for user accounts. Individual Email Address: This enables you to specify an SMTP address. The email address is entered in the Specifically field.

7. Complete the Validity section as required:

Field / Option	Description
Enable / Disable	Use this to enable (default) or disable a policy. If a date range has been specified, the policy will automatically be disabled when the end of the configured date range is reached.
Set Policy as Perpetual	If the policy's date range has no end date, this field displays "Always On," meaning that the policy never expires.
Date Range	Use this field to specify a start and / or end date for the policy. If the Eternal option are selected, no date is required.
Policy Override	This overrides the default order in which policies are applied. If there are multiple applicable policies, this policy is applied first unless more specific policies of the same type are configured with an override.
Bi-Directional	If selected, the policy is applied when the policy's recipient is the sender, and the sender is the recipient.
Source IP Ranges (n.n.n.n/x)	Enter any required Source IP Ranges for the policy. These only apply if the source IP address used to transmit the message data falls inside or matches the range(s) configured. IP ranges should be entered in CIDR notation.

8. Click on the Save and Exit button.

See Also...

• Configuring Smart Tag Bypass (Administrative / Personal) Policies