Setting up custom filtering

To use custom filtering, Microsoft .NET Framework 1.1 or later must be installed on the Enterprise Vault server. A suitable version of .NET Framework is installed automatically with Windows Server 2003 and Windows Server 2008.

To set up custom filtering

  1. Enable custom filtering by configuring the required registry settings for each type of archiving that you want to filter. Custom filtering can be applied to the following types of archiving:

    • Exchange Server user mailbox archiving

    • Exchange Server journal mailbox archiving

    • Exchange Server public folder archiving

  2. Configure the required filter rules and actions in XML ruleset files in the Custom Filter Rules folder. You can have one default set of rules applied to all types of archiving enabled for filtering, or separate rules for different archiving locations.

    In addition, for Exchange Server user mailbox archiving, you can set different filtering actions for specific users by creating a separate ruleset file for each of the the targeted users. All other users would have the default ruleset file applied.

    A ruleset file can include one or more rules. Each rule includes a set of one or more message attribute filters for evaluating items and an action to be applied to items that match the message attribute filters.

  3. When the required XML files have been set up, restart the archiving tasks that have custom filtering applied.