Creating a Recipient Policy

To start the process of creating a recipient policy, right-click the Recipient Policies container in Exchange System Manager, point to New, and then click Recipient Policy. For detailed instructions on creating a recipient policy, see How to Create a Recipient Policy.

Creating a new recipient policy

After you click Recipient Policy, you then start the process of completing the steps that are outlined in the following checklist and described in the following sections.

Recipient Policy Checklist

Select the Property Sheets

The first step in creating a recipient policy is to choose the type of policy to create. A single recipient policy can contain an address policy, a Mailbox Manager policy, or both. Selecting both will add property pages for both address and Mailbox Manager features to one recipient policy.

Selecting property pages for a new policy

Name the New Policy

After you select the property pages, give the new policy a name. To help you identify the recipients to which the policy applies, give the policy a descriptive name.

Create a Filter

Initially, there are no filter rules applied to the policy. If you do not create a filter, the policy will not be applied to any recipients.

Policy does not apply to anyone because no filter rules are set

Configure the Settings

To customize the recipient policy, switch to either the E-Mail Addresses (Policy) tab or the Mailbox Manager Settings(Policy) tab in the policy's Properties dialog box. Use the settings on these tabs to configure the recipient policy to meet the requirements of the associated recipients. After configuring the settings, click OK to create the policy.

Set the Priority and Apply the Policy

After you create a new recipient policy, the policy and its assigned priority appear in Exchange System Manager.