Mail flow rules (transport rules) in Exchange Online

Exchange Online
 

Applies to: Exchange Online

Topic Last Modified: 2017-04-28

You can use mail flow rules (also known as transport rules) to identify and take action on messages that flow through your Office 365 organization. Mail flow rules are similar to the Inbox rules that are available in Outlook and Outlook on the web. The main difference is mail flow rules take action on messages while they're in transit, and not after the message is delivered to the mailbox. Mail flow rules contain a richer set of conditions, exceptions, and actions, which provides you with the flexibility to implement many types of messaging policies.

This article explains the components of mail flow rules, and how they work.

For steps to create, copy, and manage mail flow rules, see Manage mail flow rules. For each rule, you have the option of enforcing it, testing it, or testing it and notifying the sender. To learn more about the testing options, see Test a mail flow rule and Policy Tips.

For summary and detail reports about messages that matched mail flow rules, see Use mail protection reports in Office 365 to view data about malware, spam, and rule detections.

To implement specific messaging policies by using mail flow rules, see these topics:

A mail flow rule is made of conditions, exceptions, actions, and properties:

  • Conditions Identify the messages that you want to apply the actions to. Some conditions examine message header fields (for example, the To, From, or Cc fields). Other conditions examine message properties (for example, the message subject, body, attachments, message size, or message classification). Most conditions require you to specify a comparison operator (for example, equals, doesn't equal, or contains) and a value to match. If there are no conditions or exceptions, the rule is applied to all messages.

    For more information about mail flow rule conditions in Exchange Online, see Mail flow rule conditions and exceptions (predicates) in Exchange Online.

  • Exceptions Optionally identify the messages that the actions shouldn't apply to. The same message identifiers that are available in conditions are also available in exceptions. Exceptions override conditions and prevent the rule actions from being applied to a message, even if the message matches all of the configured conditions.

  • Actions Specify what to do to messages that match the conditions in the rule, and don't match any of the exceptions. There are many actions available, such as rejecting, deleting, or redirecting messages, adding additional recipients, adding prefixes in the message subject, or inserting disclaimers in the message body.

    For more information about mail flow rule actions that are available in Exchange Online, see Mail flow rule actions in Exchange Online.

  • Properties Specify other rules settings that aren't conditions, exceptions or actions. For example, when the rule should be applied, whether to enforce or test the rule, and the time period when the rule is active.

    For more information, see the Mail flow rule properties section in this topic.

The following table shows how multiple conditions, condition values, exceptions, and actions are handled in a rule.

 

Component Logic Comments

Multiple conditions

AND

A message must match all the conditions in the rule. If you need to match one condition or another, use separate rules for each condition. For example, if you want to add the same disclaimer to messages with attachments and messages that contain specific text, create one rule for each condition. In the EAC, you can easily copy a rule.

One condition with multiple values

OR

Some conditions allow you to specify more than one value. The message must match any one (not all) of the specified values. For example, if an email message has the subject Stock price information, and the The subject includes any of these words condition is configured to match the words Contoso or stock, the condition is satisfied because the subject contains at least one of the specified values.

Multiple exceptions

OR

If a message matches any one of the exceptions, the actions are not applied to the message. The message doesn't have to match all the exceptions.

Multiple actions

AND

Messages that match a rule's conditions get all the actions that are specified in the rule. For example, if the actions Prepend the subject of the message with and Add recipients to the Bcc box are selected, both actions are applied to the message.

Keep in mind that some actions, such as the Delete the message without notifying anyone action, prevent subsequent rules from being applied to a message. Other actions such as Forward the message do not allow additional actions.

You can also set an action on a rule so that when that rule is applied, subsequent rules are not applied to the message.

The following table describes the rule properties that are available in mail flow rules.

 

Property name in the EAC Parameter name in PowerShell Description

Priority

Priority

Indicates the order that the rules are applied to messages. The default priority is based on when the rule is created (older rules have a higher priority than newer rules, and higher priority rules are processed before lower priority rules).

You change the rule priority in the EAC by moving the rule up or down in the list of rules. In the PowerShell, you set the priority number (0 is the highest priority).

For example, if you have one rule to reject messages that include a credit card number, and another one requiring approval, you’ll want the reject rule to happen first, and stop applying other rules.

For more information, see Set the priority of mail flow rules.

Mode

Mode

You can specify whether you want the rule to start processing messages immediately, or whether you want to test rules without affecting the delivery of the message (with or without Data Loss Prevention or DLP Policy Tips).

Policy Tips present a brief note in Outlook or Outlook on the web that provides information about possible policy violations to the person that's creating the message. For more information, see Policy Tips.

For more information about the modes, see Test a mail flow rule.

Activate this rule on the following date

Deactivate this rule on the following date

ActivationDate

ExpiryDate

Specifies the date range when the rule is active.

On check box selected or not selected

New rules: Enabled parameter on the New-TransportRule cmdlet.

Existing rules: Use the Enable-TransportRule or Disable-TransportRule cmdlets.

The value is displayed in the State property of the rule.

You can create a disabled rule, and enable it when you're ready to test it. Or, you can disable a rule without deleting it to preserve the settings.

Defer the message if rule processing doesn't complete

RuleErrorAction

You can specify how the message should be handled if the rule processing can't be completed. By default, the rule will be ignored, but you can choose to resubmit the message for processing.

Match sender address in message

SenderAddressLocation

If the rule uses conditions or exceptions that examine the sender's email address, you can look for the value in the message header, the message envelope, or both.

Stop processing more rules

SenderAddressLocation

This is an action for the rule, but it looks like a property in the EAC. You can choose to stop applying additional rules to a message after a rule processes a message.

Comments

Comments

You can enter descriptive comments about the rule.

All messages that flow through your organization are evaluated against the enabled mail flow rules in your organization. Rules are processed in the order listed on the Mail flow > Rules page in EAC, or based on the corresponding Priority parameter value in the PowerShell.

Each rule also offers the option of stopping processing more rules when the rule is matched. This setting is important for messages that match the conditions in multiple mail flow rules (which rule do you want applied to the message? All? Just one?).

There are several types of messages that pass through an organization. The following table shows which messages types can be processed by mail flow rules.

 

Type of message Can a rule be applied?

Regular messages   Messages that contain a single rich text format (RTF), HTML, or plain text message body or a multipart or alternative set of message bodies.

Yes

Office 365 Message Encryption    Messages encrypted by Office 365 Message Encryption in Office 365. For more information, see Office 365 Message Encryption.

Rules can always access envelope headers and process messages based on conditions that inspect those headers.

For a rule to inspect or modify the contents of an encrypted message, you need to verify that transport decryption is enabled (Mandatory or Optional; the default is Optional). For more information, see Enable or disable transport decryption.

You can also create a rule that automatically decrypts encrypted messages. For more information, see Define rules to encrypt or decrypt email messages.

S/MIME encrypted messages

Rules can only access envelope headers and process messages based on conditions that inspect those headers.

Rules with conditions that require inspection of the message's content, or actions that modify the message's content can't be processed.

RMS protected messages   Messages that had an Active Directory Rights Management Services (AD RMS) or Azure Rights Management (RMS) policy applied.

Rules can always access envelope headers and process messages based on conditions that inspect those headers.

For a rule to inspect or modify the contents of an RMS protected message, you need to verify that transport decryption is enabled (Mandatory or Optional; the default is Optional). For more information, see Enable or disable transport decryption.

Clear-signed messages   Messages that have been signed but not encrypted.

Yes

UM messages   Messages that are created or processed by the Unified Messaging service, such as voice mail, fax, missed call notifications, and messages created or forwarded by using Microsoft Outlook Voice Access.

Yes

Anonymous messages   Messages sent by anonymous senders.

Yes

Read reports   Reports that are generated in response to read receipt requests by senders. Read reports have a message class of IPM.Note*.MdnRead or IPM.Note*.MdnNotRead.

Yes

  • The Version or RuleVersion property value for a rule isn't important in Exchange Online.

  • After you create or modify a mail flow rule, it can take up to 30 minutes for the new or updated rule to be applied to messages.

 
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