MacroView Corporate Email Filing (CEF) automatically saves incoming and outgoing Outlook emails to SharePoint (including SharePoint Online and OneDrive for Business) based on business rules defined in a central rule configuration file.
This guide contains everything you need to get your MacroView Corporate Email Filing rules up and running.
Step 1: Activate your CEF license
A separate license is required to enable MacroView Corporate Email Filing. If you do not already have a license please contact MacroView Services.
Once your MacroView DMF or Message license has been updated to include CEF the license needs to be refreshed.
- If you are using SharePoint Online, MacroView Services will have already completed this for you.
- If you are using On-premises SharePoint you will need to first Refresh your MacroView License.
Step 2: Install a compatible version of the DMF or Message client
MacroView Corporate Email Filing is supported on versions of MacroView DMF or Message 8.5.1172 or later. If your version of the DMF or Message is earlier than this you will first need to upgrade. The latest version is of DMF and Message is available here.
Step 3: Setup a central location for your corporate rules file
Download the Corporate Filing Rules Template and copy the corporaterules.xml file to a location in SharePoint, then open DMF or Message, navigate to the loction you stored the rules file and right-click on the file and choose Copy as Link.
Next close all Office applications, exit the DMF local service and then paste the copied link to the CorporateRulesFilePath value under DMF Options in the registry and restart Outlook.
To check that your rules file is being picked up, select Email Filing Rules from the MacroView ribbon. If rule file is loaded the Corporate Rules tab will be displayed on the Email Filing Rules dialog with the Sample Rule.
If the Corporate Rules tab is not visible, re-check that you have completed steps 1-3 above correctly.
If different users require different CEF rules, you can create multiple rules configuration files and point each users registry setting at a the appropriate file.
Step 4: Define your own corporate filing rules
All you need to do now is update the corporate rules configuration file with your own filing rules and any changes will be picked up whenever user restart Outlook.