How to Create a Recipient Policy

When Exchange is installed, a default recipient policy is created that applies SMTP and X.400 addresses to all recipients in your Exchange organization. You can modify the default policy or create new policies.

Procedure

To create a recipient policy

1. In Exchange System Manager, right-click the Recipient Policies container, point to New, and then click Recipient Policy.

   Creating a new recipient policy

   

2. After you click Recipient Policy, complete the following steps, which are outlined in detail in steps 3 through 7:

   • Select the property sheets (e-mail address or Mailbox Manager settings).

   • Name the new policy.

   • Create a filter.

   • Configure the settings.

   • Set the priority of the policy.

   • Apply the policy.

3. Select the Property Sheets: 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

   

4. 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.

5. 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. To create the filter using an LDAP query, click Modify on the General tab.

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

   

6. 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.

7. 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. If you want to change the priority of a recipient policy, right-click the policy, select All Tasks, and then move the policy up or down the list of recipient policies that are shown in Exchange System Manager. After you create a new recipient policy, you also must apply the policy by right-clicking the policy in Exchange System Manager, and then clicking Apply Policy Now.

For More Information

For more information, see Managing Recipients.