Microsoft KB Archive/256141

= How to Create System Policies in Exchange =

Article ID: 256141

Article Last Modified on 12/3/2007

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APPLIES TO


 * Microsoft Exchange Server 2003 Enterprise Edition
 * Microsoft Exchange Server 2003 Standard Edition
 * Microsoft Exchange 2000 Server Standard Edition
 * Microsoft Windows Small Business Server 2003 Premium Edition
 * Microsoft Windows Small Business Server 2003 Standard Edition

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This article was previously published under Q256141



SUMMARY
The purpose of this article is to step through the process of creating and applying system policies in Exchange. The system policies include server policies, public folder store policies, and mailbox store policies.



Creating the System Policies Container for the Administrative Group
Before you can create a policy, you need to create a System Policies container for a corresponding administrative group. To create a System Policies container:  Start Exchange System Manager. Expand your Administrative Groups container, and then click the administrative group for which you want to create a system policy. If no administrative groups are visible, refer to the following Microsoft Knowledge Base article for additional information:

239651 XADM: Displaying Groups Within Exchange System Manager

 Right-click the Administrative Groups container, click New, and then click System Policy Container. A System Policies container is created under the administrative group.

Server Policy
Server policies allow you to enable logging, message tracking, and log file maintenance on multiple servers in your administrative group. To create a new server policy:
 * 1) Right-click the System Policies container, click New, and then click Server Policy.
 * 2) In New Policy, check the boxes of the tabs you want to use in the policy, and then click OK. The policy properties appear.
 * 3) On the General tab, type the name for this server policy.
 * 4) Click the General (Policy) tab. This is where you select the items that you want to apply to this policy. For a description of the tabs, see the "Policy Template Details" section. The Details tab shows the creation and modification dates, and allows you to enter administrative notes.
 * 5) Click OK to save the policy.

Public Store Policy
Use public store policies to apply administrative tasks such as maintenance, replication intervals, storage limits, and index updates to multiple public stores. To create a public store policy:
 * 1) Right-click the System Policies container, click New, and then click Public Store Policy.
 * 2) In New Policy, check the boxes of the tabs you want to use in the policy, and then click OK. The policy properties appear.
 * 3) On the General tab, type a name for the policy.
 * 4) Select and configure the tabs that you want to configure for this policy. For a description of the tabs, see the "Policy Template Details" section. The Details tab shows the creation and modification dates, and allows you to enter administrative notes.
 * 5) Click OK to save the policy.

Mailbox Store Policy
Use mailbox store policies to apply administrative tasks such as storage limits, indexing updates, maintenance intervals, and mappings to public stores, and offline address lists to multiple mailbox stores. To create a mailbox store policy:
 * 1) Right-click the System Policies container, click New, and then click Mailbox Store Policy.
 * 2) In New Policy, check the boxes of the tabs you want to use in the policy, and then click OK. The policy properties appear.
 * 3) On the General tab, type a name for the policy.
 * 4) Select and configure the tabs that you want to configure for this policy. For a description of the tabs, see the "Policy Template Details" section. The Details tab shows the creation and modification dates, and allows you to enter administrative notes.
 * 5) Click OK to save the policy.

Policy Template Details
This section describes the tabs for each policy type.

Server Policy
On the General (Policy) tab, set the following options:
 * Use Enable subject logging and display to log all message subject fields.
 * Use Enable message tracking to log all mail activity performed by all Exchange components.
 * Use Remove log files to remove all log files older than the value set in Remove files that are older than (days).

Public Store Policy
On the General (Policy) tab, set the following options:
 * Use Clients support S/MIME signatures if your mail clients are using the S/MIME standard.
 * Use Display inbound Internet messages in fixed font to display incoming variable-width message fonts in a fixed font.

On the Database (Policy) tab, set the following options:
 * Select a value in Run maintenance during this time, or click Customize to build a custom schedule graphically.

On the Replication (Policy) tab, set the following options:
 * 1) Select a value in Replicate public folder changes, or click Customize to build a custom schedule graphically.
 * 2) Type a value in Replication interval for always (minutes) to limit replication frequency.
 * 3) Type a value in Replication message size limit (KB) to limit the messages replicated.

On the Limits (Policy) tab, set the following options:
 * Use Delete after (days) to set the maximum number of days that items can remain in the store.
 * Use Don't permanently delete items until the store has been backed up to preserve items until the store is backed up.
 * Use Issue warning at (KB) to send a warning when the storage space used reaches the size you specify.
 * Select a value in Send over-limit messages, or click Customize to build a custom schedule graphically.
 * Use Age limit for all folders in this store (days), and then type a value.

Mailbox Store Policy
On the General (Policy) tab, set the following options:
 * Use Default public store for users of this mailbox store to set the default public store.
 * Use Offline Address List for users of this mailbox store to set an offline address list.
 * Use Clients support S/MIME signatures if your mail clients are using the S/MIME standard.
 * Use Display inbound Internet messages in fixed font to display incoming variable-width message fonts in a fixed font.

On the Database (Policy) tab, set the following options:
 * Select a value in Run maintenance during this time, or click Customize to build a custom schedule graphically.

On the Limits (Policy) tab, set the following options:
 * 1) Use Delete after (days) to set the maximum number of days that items can remain in the store.
 * 2) Use Don't permanently delete items until the store has been backed up to preserve items until the store is backed up.
 * 3) Use Issue warning at (KB) to issue a warning when the storage space used reaches the size you specify.
 * 4) Use Prohibit send at (KB) to stop sending items when the storage space used reaches the size you specify.
 * 5) Use Prohibit send and receive at (KB) to stop sending and receiving items when the storage space used reaches the size you specify.
 * 6) Select a value in Send over-limit messages, or click Customize to build a custom schedule graphically.

Applying the Policies
After you create the policies, you need to apply them to the servers and stores that they were created for.
 * 1) Right-click the policy that you want to apply, and then click Add Store or Add Server (depending on the type of policy you are applying).
 * 2) In the top pane, click the server or store name, and then click Add.
 * 3) Click OK to save the settings.

To verify that a policy has been applied:


 * 1) Right-click either the server or store that you have applied a policy to, and then click Properties.
 * 2) Click the Policies tab. You will see which policies have been applied to this object and which policy options are enabled.

Additional query words: x2ksecht Exchange Policies XADM

Keywords: kbinfo KB256141

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