Wednesday, June 27, 2012

Legal disclaimers in Exchange 2010


To manage disclaimers in Exchange Server 2010, means that you will need to delve into the art of transport rules. To create a transport rule to apply a disclaimer to all outbound email messages, you can either use the new Transport Rule Wizard in the Exchange Management Console (EMC). Or, you can use the New-TransportRule cmdlet in the Exchange Management Shell (EMS). My preference and this should be your preference, is to use the cmdlet. For example:

New-TransportRule -Name OutboundDisclaimer -Enabled $true -SentToScope 'NotInOrganization' -ApplyHtmlDisclaimerLocation 'Append' -ApplyHtmlDisclaimerText "<h3>Warning</h3><p>This message is confidential. It may also be privileged or otherwise protected by work product immunity or other legal rules. If you have received it by mistake, please let us know by e-mail reply and delete it from your system; you may not copy this message or disclose its contents to anyone. Please send us by fax any message containing deadlines as incoming e-mails are not screened for response deadlines. The integrity and security of this message cannot be guaranteed on the Internet.</p>" -ApplyHtmlDisclaimerFallbackAction Wrap

This example is pretty simple. The only thing to really note is the use of the ApplyHtmlDisclaimerFallbackAction parameter which is being set to Wrap (if the disclaimer can't be inserted into the original message, Exchange encloses, or wraps, the original message in a new message envelope. Then the disclaimer is inserted into the new message) which is the default behavior.

However, what if you wanted to set a disclaimer for all internal email? For example, your legal department wanted some sort of warning message that stated internal email messages cannot be forwarded outside of the organization. Well luckily that is also a pretty simple task as well using the New-Transport cmdlet:

New-TransportRule -Name InternalDisclaimer -Enabled $true -SentToScope 'InOrganization' -ApplyHtmlDisclaimerLocation 'Append' -ApplyHtmlDisclaimerText "<h3>Warning</h3><p>Please do not forward internal email messages outside of the company. Bad things may happen to you!</p>" -ApplyHtmlDisclaimerFallbackAction Wrap

You will notice the SentToScope parameter is set to InOrganization which denotes that the transport rule only applies to messages sent to recipients that are considered inside the organization.

Lastly, what if your legal department is being a real pain and you need to apply a special type of message header (disclaimer) notifying recipients certain information about the email’s sender. For example, what if all internal email messages from trade restricted senders needs to have a TR label applied to them. Luckily, this is pretty simple and might look like the following command:

$Signature = '<div style="backgroun-color:#D5EAff; border:1px dotted #003333; padding:.8em;"> `
<span style="font-size:12pt; color:#ff0000;">TR WARNING</span></br> `
<p style="font-size:8pt; line-height:10pt">This message was sent from a trade restricted (TR) individual!</p> `
New-TransportRule -Name TRDisclaimer -Enabled $true -SentToScope 'InOrganization' -FromMemberOf "Trade Restricted" -ApplyHtmlDisclaimerLocation 'Prepend' ApplyHtmlDisclaimerText $Signature -ApplyHtmlDisclaimerFallbackAction Wrap

With this command, you will notice that it only applies to senders that are members of the Trade Restricted group. In addition, the ApplyHtmlDisclaimerLocation is being set to Prepend which means that the “disclaimer” will be appended as a header vs. a footer in the message.


No comments: