Create or edit an Inform

Informs are applied to content rules using the Generate an Inform action in the What to Do? section of the rule. You must create an Inform before you can apply it to a content rule.

To create or modify an Inform:

  1. Navigate to Policy > Policy References > Informs. The Manage Informs page is displayed.
  2. Click New to create an Inform. To edit an existing Inform, select an entry from the list and click Edit.
  3. Edit the Overview panel and provide the Inform with a Name or any Notes you want to include to describe it. For example, you might include a note describing how the Inform or its configuration form part of a policy. Click Save.

  4. In the Inform Content panel, configure details about the content of the Inform message:

    1. Set the From address. This is the email address which is displayed as the "From:" address in the Inform. When setting the From address, select from the following options:

      Administrator: Sends an Inform from the Gateway Administrator email address.

      Server: Sends an Inform from the Gateway email address. This is the default email account.

      This email address: Sends an Inform from an email address that you specify.

    2. Enter an appropriate Subject. This text appears in the subject line of the Inform.

    3. Enter your Inform text. This text appears in the body of the Inform. You can use Plain Format or HTML Format.

       

      To add the Manage Message link that allows the Inform recipient to release a message directly from a message area, use the %MANAGE_MESSAGE% token (in Plain Format) or use the Create Manage Message link button (in HTML Format). See the Manage messages using Informs section below for more information.

    4. Select from the following Mail Policy Options:

      Do not include either the original or modified message: Sends an Inform only. The recipient does not receive the message that triggered the content rule.

      Include original message: Sends an Inform, including the original message that triggered the content rule.

      Include modified message: Sends an Inform, including any modifications made by the Gateway during message processing. For example, the Gateway might have added an annotation, removed an attachment, or cleaned a virus.

      Include textual analysis results: Sends an Inform, including the results of any specified text analysis which the Gateway attaches as a separate HTML file to the Inform.

  5. Click Save.
  6. Apply the configuration. Any group changes should be applied to each Gateway in a peer group.

 

Manage messages using Informs

The Manage Message link is a hyperlink that can be added to any inform sent to either the Server Administrator or Message Recipients. This hyperlink allows the Inform recipient to release a message directly from a message area.

Setup considerations

 

From version 6.2.0, the Manage Message link in Informs no longer supports HTTP protocol.

To enable the Manage Message link with HTTPS, you need to:

  • Add a secondary IP address to the Gateway via Cockpit. This address is used as an end-user UI of the manage-message portal via HTTPS.

  • Enable PMM at least with Digest only mode. (See PMM Mode)

  • Configure the PMM Portal Settings using the new IP address. (See Portal Settings)

Note that this applies to both new installations and upgrades.

For upgrades, old informs (with HTTP end-user links) delivered before the upgrade will not work anymore. After the upgrade, administrators are advised to configure the secondary IP address at earliest convenience, so that all end-user links will be switched to HTTPS with minimum disruption.

Administrator advice

Administrators should consider the following points before using the Manage Message link (i.e. %MANAGE_MESSAGE% token) in an Inform:

Manage Message link and PMM Portal

Multiple settings used by the Manage Message link, such as below, are determined by PMM settings.

Logging

All actions applied via the Manage Message link will be logged to the tracking database.

You can view all released messages in the PMM End User Operations log for that day.

 

Add a Manage Message link to an Inform

  1. Navigate to Policy > Policy References > Informs. The Manage Informs page is displayed.

  2. Follow the steps to Create or edit an Inform.

  3. In the Inform Content panel, add the Manage Message link, depending on your Inform format.

    • For Plain Format, use the %MANAGE_MESSAGE% token

    • For HTML Format, use the Create Manage Message link button (Recommended)

  4. Configure other options and Save your changes.

  5. Apply the configuration. Any group changes should be applied to each Gateway in a peer group.

 

If you release a message, Secure Email Gateway honors the primary and secondary Relay to or Deliver disposal actions of the next triggered rule (or those of the route default) where applicable.

 

If you change any configuration or policy settings, you must Apply Configuration for the new settings to take effect. You can do this either from the Changes Made panel, or System > ConfigurationApply Configuration. See Apply new configuration for more information.

If you use Peer Gateways (i.e. when multiple Gateways are peered), any configuration changes from a local Gateway can then be applied to all the peers at the same time. See Peer Gateways for more information.

See also...