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: Install a compatible version of the DMF or Message client
MacroView Corporate Email Filing is supported on versions of MacroView DMF or Message 8.6 or later.
If you do not already have a license please contact MacroView Services. If you are already using DMF or Message and your version is earlier than 8.6 this you will first need to upgrade. The latest version is of DMF and Message is available here.
Step 2: 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 3: Setup a central location for your corporate rules
Download the Corporate Filing Rules Template and copy the corporaterules.xml file to a location in SharePoint, then point MacroView DMF or Message at this file.
In MacroView DMF and Message version 8.8 you can set the rules file to be applied from the Corporate Rules tab on the Email Filing Rules dialog.
* - From 8.8.520 File shares are no longer available to be selected as a location
For earlier versions open MacroView DMF or Message, navigate to the location where you stored the rules file, right-click on the file and choose Copy as Link. Then close all Office applications, exit the DMF local service, 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 your rules 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 groups of users require different CEF rules, you can create multiple rules files.
Step 4: Start defining your own corporate email 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 users restart Outlook.