Archiving email : Configuring email archiving policies
Configuring email archiving policies
You do not need to archive all email. Use the Archive Policy tab to specify the types of email to archive. The criteria you specify are called policies. You can also create exemptions to these policies (see “Configuring email archiving exemptions”).
To access this part of the web UI, your administrator account’s:
• Domain must be System
• access profile must have Read or Read-Write permission to the Others category
For details, see “About administrator account permissions and domains”.
To view and configure archiving policy
1. Go to Email Archiving > Policy > Archiving Policy.
 
GUI item
Description
Clone
(button)
Click the row corresponding to the policy whose settings you want to duplicate when creating the new profile, then click Clone. A single-field dialog appears. Enter a name for the new policy. Click OK.
Move
(button)
Click a policy to select it, click Move, then select either:
• Up or Down, or
• After or Before, which opens a dialog, then in Move right after or Move right before indicate the policy’s new location by entering the ID of another policy
FortiMail units match the policies in sequence, from the top of the list downwards.
Account
(drop-down list)
Select All to see policy for every account on the FortiMail unit, or select an account name to see policy for that account. See “Configuring email archiving accounts”.
Status
To enable an email archiving policy, mark its check box.
ID
Displays policy identification numbers. IDs are generated by the FortiMail unit.
Type
Displays the policy type. The five types are pre-defined. See step 4.
Account (column)
Displays email archive account names.
Pattern
Displays the pattern that the FortiMail unit will use when evaluating email for a match with the policy.
2. Click New to add an entry or double-click an entry to modify it.
A dialog appears.
3. From the Account drop-down list, select the archive account where you want to archive email. Optionally, click New to create an archive account or click Edit to edit an existing account. For details about archive accounts, see “Configuring email archiving accounts”.
4. In Policy type, qualify what types of email to archive:
• Sender Address: The FortiMail unit checks the sender email address for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
• Recipient Address: The FortiMail unit checks the recipient email address for the specified pattern. Use an asterisk (*) when specifying a partial address.
• Keyword in Subject: The FortiMail unit checks the message subject line for the specified pattern.
• Keyword in Body: The FortiMail unit checks the message body for the specified pattern.
• Attachment File Name: The FortiMail unit checks the file names of any message attachments for the specified pattern. Use an asterisk (*) wildcard when specifying a partial address.
5. In Pattern, specify what attributes the messages must have to be archived. Enter a pattern based on the selected policy type. For example, if you select Sender Address and enter *@example.com as the pattern, the FortiMail unit archives email from the example.com domain.
6. Enable Policy status.
7. Click Create.