Troubleshooting Corporate Email Filing Rules

There are a number of pre-requisites that need to be in place in before MacroView Corporate Email Filing (CEF) will function.  Below are the most common issues and workarounds.

No 'Corporate Rules' tab on Email Filing Rules dialog

Once a Corporate Filing Rules file has been defined in the registry the Corporate Rules tab should be visible on the Email Filing Rules dialog.

If it is not visible, check the following:

1. Is the version of MacroView DMF or Message 8.6 or later?
2. Has the corporaterules xml file been specified in the following location in the registry?

   Computer\HKEY_CURRENT_USER\Software\MacroView\DMF\UserOptions\CorporateRulesFilePath

3. Does the file the registry setting is point to exist and do you have read access to it?
4. Is the XML definition in the corporate rules valid?

In DMF and Message version 8.6.80 or later the Corporate Rules tab will be visible and display an error message even if point 3 and 4 above are not correct.

The 'Corporate Rules' tab is visible but my rules do not fire

If the tab is visible on the Email Filing Rules dialog and showing now error messages but you rules are not firing then check the following:

• Do you have valid license for MacroView Corporate Email Filing?   Click Refresh Licenses under DMF Options to make sure you license is up to date.
• Has the rules file been picked up?   The rules file is loaded when Outlook is started.  If there have been changes to the rule file restart Outlook.
• Have Corporate Email Filing been disabled?  Option the Email Filing Rules dialog, click on the Corporate Rules tab and check if it is disabled.
  
• Has the individual rule been disabled?
  
• Rules are processed in the order listed and once a rule is matched no further rules are checked. Is an earlier rule in the list preventing the rule you are expecting to apply from firing?
• Has a search index been run?  Advanced tag based rules rely on search to locate match save locations so if a search index has not been run or the location has only just been created CEF may not be able to located it.
• CEF uses search to return URLs matching up to the start of the first regular expression (if any) in the save path of advance tag rules.  If there are more than 500 URLs matching the URL stem only the first 500 are processed and the correct match may not be found.

Emails are being categorized in Outlook as Not Auto Filed by CEF

When a filing rule is matched but the email is unable to be saved, the email is categorized in Outlook as Not AutoFiled by CEF.   There are number of reasons this can occur.  For more information on identifying which emails have been saved and manually running your filing rules over these files see this article.

How to tell which emails have been saved