13.6 Creating and Implementing Microsoft Exchange Policy

ExA provides several policies to help you more effectively manage Microsoft Exchange objects. Microsoft Exchange policy allows you to automate mailbox management, enforce naming conventions for aliases and mailbox stores, automatically generate email addresses, and configure Microsoft Exchange support.

These policies can help you streamline your workflows and maintain data integrity. For example, you can specify how ExA manages mailboxes when you create, modify, or delete user accounts. To define and manage Microsoft Exchange policies, you must have the appropriate powers, such as those included in the built-in Manage Policies and Automation Triggers role.

13.6.1 Mailbox Rules

Mailbox rules let you specify how ExA manages mailboxes when AAs create, clone, modify, or delete user accounts. Mailbox rules automatically manage Microsoft Exchange mailboxes based on how the AA manages the associated user accounts.

NOTE:When enabling the Do not allow Assistant Admins to create a user account without a mailbox option in Microsoft Windows domains, ensure the AA has power to either clone or create a user account. Enabling this option requires AAs to create Windows user accounts with a mailbox.

13.6.2 Automatic Naming Policy

Automatic naming policy allows you to specify automated naming rules for specific properties of a mailbox. These options allow you to establish naming conventions and quickly generate standard values for the display name, directory name, and alias properties. ExA allows you to specify substitution strings, such as %First and %Last, for several automated naming options.

When ExA generates a directory name or alias, it checks whether the generated value is unique. If the generated value is not unique, ExA appends a hyphen (-) and a two digit number, starting with -01, to make the value unique. When ExA generates a display name, it does not check whether the value is unique.

ExA supports the following substitution strings for automatic naming and proxy generation policies:

%First

Indicates the value of the First name property for the associated user account.

%Last

Indicates the value of the Last name property for the associated user account.

%Initials

Indicates the value of the Initials property for the associated user account.

%Alias

Indicates the value of the Alias mailbox property.

%DirNam

Indicates the value of the Directory name mailbox property. When generating email addresses for Microsoft Exchange mailboxes, ExA does not support proxy generation strings that specify the %DirName variable.

%UserName

Indicates the value of the User name property for the associated user account.

You can also specify a number between the percent sign (%) and the substitution string name to indicate the number of characters to include from that value. For example, %2First indicates the first two characters from the First name property of the user account.

Each automatic naming rule or proxy generation policy can contain one or more substitution strings. You can also specify characters in each rule as a prefix or suffix for a specific substitution string, such as a period and space (.) following the %Initials substitution string. If the property for the substitution string is blank, the ExA does not include the suffix for that property.

For example, consider the following auto naming rule for the Display name property:

%First %1Initials. %Last

If the First name property is Susan, the Initials property is May, and the Last name property is Smith, ExA sets the Display name property to Susan M. Smith.

If the First name property is Michael, the Initials property is blank, and the Last name property is Jones, ExA sets the Display name property to Michael Jones.

13.6.3 Office 365 Rules

The Office 365 Rules policy allows you to enforce invalid characters and character length policies to prevent directory synchronization failures.