First, it's important to understand that transport rules in Exchange 2007 run in two places: on servers that have the Hub Transport server role installed and on servers that have the Edge Transport server role installed. The following list describes the purpose of transport rules on each server role:
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Hub Transport Transport rules that run on Hub Transport servers help you apply compliance-based and policy-based rules to all messages that flow through an Exchange 2007 organization. All Hub Transport servers share the same transport rule configuration.
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Edge Transport Transport rules that run on Edge Transport servers help you manage antivirus problems. Edge Transport servers do not share transport rule configuration with other servers and must be configured individually.
I'll talk more about transport rules on Hub Transport and Edge Transport servers in the "Transport Rules on Hub Transport Servers" and "Transport Rules on Edge Transport Servers" sections later in this section. The information in the "Anatomy of a Transport Rule" section applies to transport rules on both server roles.
For more information about server roles in Exchange 2007, see Overview.
Anatomy of a Transport Rule
Transport rules consist of a condition, an exception, and an action. Most transport rules have at least one condition and at least one action. You can also use exceptions to better target transport rules to specific messages. However, both conditions and exceptions are optional. Actions, on the other hand, are required. The following list describes conditions, exceptions, and actions:
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Conditions Transport rule conditions are used to indicate which e-mail message attributes, headers, recipients, senders, or other parts of the message are used to identify the e-mail messages to which a transport rule action should be applied. All the conditions that you configure on a transport rule must be matched for the transport rule action to be applied. If you don't configure any conditions on a transport rule, the configured transport rule action is applied to all messages the transport rule encounters.
For a list of conditions that you can use with transport rules, see Transport Rule Predicates.
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Exceptions Transport rule exceptions resemble transport rule conditions. However, unlike transport rule conditions, exceptions identify the e-mail messages to which a transport rule action should not be applied. Transport rule exceptions override conditions and prevent a transport rule action from being applied to an e-mail message, even if the message matches all configured transport rule conditions. Only one transport rule exception has to be matched to override any transport rule conditions that have been matched.
For a list of exceptions that you can use with transport rules, see Transport Rule Predicates.
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Actions Actions are applied to e-mail messages that match all the conditions and none of the exceptions that are present on transport rules. Each action affects e-mail messages in a specific way, from redirecting the e-mail message to another address to dropping the message.
For a list of actions that you can use with transport rules, see Transport Rule Actions.
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You probably noticed the term predicates in the link titles in this section. Conditions and exceptions use predicates to define what part of an e-mail message the conditions and exceptions examine as they determine whether the transport rule should be applied to that message.
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For more information about conditions, exceptions, and actions, see Understanding How Transport Rules Are Applied in an Exchange 2007 Organization.
Transport Rules on Hub Transport Servers
As I mentioned earlier, transport rules that run on Hub Transport servers are designed to help you manage compliance-related and policy-related issues. The conditions and exceptions that are available on Hub Transport servers query the Active Directory directory service, thus enabling you to reference distribution groups and other recipient objects and message classifications for ease of administration. For example, you can use distribution groups together with transport rules to easily customize a transport rule to address a business need such as controlling which groups can communicate with one another by e-mail.
Because Exchange 2007 stores the configuration of transport rules that reside on Hub Transport servers in Active Directory, all the Hub Transport servers in your organization have access to the same transport rule configuration. This means that you only have to configure a transport rule on one Hub Transport server. The transport rule configuration is replicated through Active Directory to all other Hub Transport servers in your organization automatically. This ensures that all Hub Transport servers in your organization are using the same transport rule configuration.
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Replication of transport rules across an organization depends on Active Directory replication. Replication time between Active Directory domain controllers varies depending on the number of sites in the organization, slow links, and other factors outside the control of Exchange.
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For more information, see the following topics:
Transport Rules on Edge Transport Servers
Transport rules that run on Edge Transport servers are designed to help you manage the number of unwanted messages that enter your organization. Therefore, the set of conditions, exceptions, and actions on an Edge Transport server differs from the set that is available on Hub Transport servers. If your internal network is compromised, the Edge Transport rule agent can also apply the same or different rules to outgoing messages. Transport rules that run on Edge Transport servers are especially helpful during a new virus outbreak when antivirus definition files have not yet been updated to detect the new virus. If infected messages have known patterns that can be detected, you can configure transport rules on Edge Transport servers to block the messages from entering or leaving your organization.
Edge Transport servers each contain their own settings and do not replicate that configuration to other Edge Transport servers or back to Hub Transport servers in the Exchange 2007 organization. Also, while some configuration is replicated by using the Microsoft Exchange EdgeSync service from Hub Transport servers to Edge Transport servers, the transport rule configuration is not included. Therefore, if you have multiple Edge Transport servers and you want the same transport rules on each server, you must configure the transport rules on each Edge Transport server.
For more information about transport rules on Edge Transport servers, see the "Edge Rules Agent" section of Overview of Transport Rules.