Copy / Move Emails
Copy emails from accounts and archives and unleash insights
Table of Contents
Managing email data is crucial in today's workplace. The mxHERO platform provides a robust solution for capturing and organizing critical email communications from across your organization.
Understanding Email Copy / Move Rules
Email copy / move rules allow you to automate the capture of emails whether in real-time or decades old in your archives. With copy / move rules you can apply advanced filing structures to organize emails into meaningful hierarchies to streamline your workflows, reduce costs, and gain efficiencies.
Move rules have important security and cost reduction benefits. Move rules allow you to better secure sensitive email content by moving insecure email to secure cloud storage. Furthermore, Move rules can greatly reduce email storage usage (reducing costs). For example, using a Move rule to move only email attachments to cloud storage (keeping email messages in place) can reduce email quota usage by up to 90%.
This document explains how to configure a copy / move rule with commonly selected options. There are many more options that can be set than those covered here, but this guide provides a basic understanding of how you can approach creating rules to meet your organization's particular requirements.
Step by Step Instruction
Select “Create a Rule” from the Rules menu
📣 Key Differences between Copy and Move rules
Click on “Copy Emails” or “Move Emails”. A Copy rule will copy emails to your cloud storage service whereas a Move rule will copy and then delete the content copied from the original email source. In the case the Move rule is configured to only move attachments, attachments will be replaced by cloud storage links in the original emails.
… then press the button at the bottom “Start Rule Creation”
Select what you want to save
- Email
- The email message body
- Attachments
- File attachments
- Email's Body in PDF
- Also save a copy of the email as a PDF
- File type
- .EML: a universal email format
- recommended - also works with Microsoft Outlook
- .MSG: Microsoft Outlook specific format
- .EML: a universal email format
Press “Confirm” to proceed to the next step.
Target Selection
Rule Setting: Email Mailboxes
This article explains targeting User Mailboxes. Other options are available.
- Forwarding Address
- A special email address will be generated when the rule is activated. Email forwarded to this address will be processed by the rule. Forwarding addresses are often used by Microsoft Exchange and Outlook integrations.
-
Email Flow
- Process emails in realtime - as they are being sent and received
- User Mailboxes
- Process emails already in user Mailboxes. Use this option to process past emails.
Defining the User Mailboxes
Upon selecting “User Mailboxes” you will need to define exactly which mailboxes you want to process email from.
Select the email provider
Google and Microsoft Office 365 email provider services are added by selecting the “Add mailbox account” link found just below the provider selector.
- Google Apps
- Office 365 for organizations
- IMAP Server
- Select to open IMAP configuration
- Individual mailbox accounts
- Use this option to use individually authenticated email accounts.
Upon selecting a system provider (e.g. Google Apps, MS 365 - not an individual account), select which accounts should be processed
- All the accounts in the organization
- This will process all the accounts synchronized with the Mail2Cloud dashboard
- Account from a specific domain
- Only the account from a specific domain
- One or more accounts
- Specify exactly which accounts this rule will be applied to.
- Accounts from specific groups
- Accounts from a specific tag
Select the Time Range
- From the beginning (all your inbox)
- All emails in the target inboxes - run once
- From the beginning (continuously updating)
- All emails in the target inboxes and continuously collecting new emails
- From a point in time
- All emails from a specific date
- From a point in time (continuously updating)
- All emails from a specific date and continuously collecting new emails
- Up to a date in time
- All emails from the oldest up to a specific date
- Up to a date in time (continuously updating)
- All emails from the oldest up to a specific age
- For example, only collect emails that are 3 months and older. As emails become 3 months old, they are collected.
- Between two dates in time
- Only emails between two specific dates in time.
Cloud Storage
Selecting the Cloud Storage system
Cloud storage account
Select the cloud storage account.
Synced storage (recommended)
For best performance, storage systems should be “synced”. See the “Settings > Integrations” section of the dashboard.
Synced storage allows for useful features, like automatically saving to the email user's account. For example:
Email in the mary@acme.com account is automatically saved in the mary@acme.com storage account. Likewise, email in the bob@acme.com is automatically saved in the bob@acme.com storage account.
Rule Setting: Storage Filepath
Storage Filepath
The storage filepath configuration allows your to implement dynamic filing, storing file attachments into targeted folder hierarchies based upon a wide variety of methods ranging from simple pattern matching to advanced AI.
In this field, set the full path (from the root of your storage account) where content should be placed when captured. Variables (dynamic values) are applied to the folder path by typing in “{”, which opens a variables selector.
There are many preset variable to choose from and more variable can be custom created.
For example, in the following path is created using a collection of preset variables:
- Protected Attachments
- This is a literal value. File will be stored to a folder path with the first folder being “Protected Attachments”
- {Email Address}
- This is a variable value (as indicated by the “{”). It will resolve to the email address of the managed account that the rule is processing. For example, if the dashboard organization is acme.com, for email to mary@acme.com the value of {Email Address} would be “mary@acme.com”.
- {Peer Address}
- This variable represents the email address of the “peer” of the email address of the managed account. For example, if the email is from the managed address of mary@acme.com, the peer address would be set to the email address of the recipient.
- {Subject Normalized}
- This variable is the original subject line of the email with prepended characters added for response and forward emails removed (e.g., “Re:”, “Fwd:”).
- {Sent or Received Date / yyyyMMdd}
- This variable represents the sent (for emails sent by managed accounts) or the received (for emails received by managed accounts) dates of the email message in the format yyyyMMdd. For example, email sent by mary@acme.com on August 3, 2023 would set the variable's value to “20230803”
Example email filing
For the Mail2Cloud Organization, “corp.mxhero.com”, the email attachment (Demo.xlxs) sent in the email below, if forwarded on April 21, 2024…
with the following Mail2Cloud dynamic path, would result in the cloud storage full path:
Protected Attachments > demo@corp.mxhero.com > adelev@ymmn8.onmicrosoft.com > [P20240214] Proposed budget / 20240421
Path assignment or variable | Resulting Value |
Protected Attachments | Protected Attachments |
{Email Address} | demo@corp.mxhero.com |
{Peer Address} | adelev@ymmn8.onmicrosoft.com |
{Subject Normalized} Note the “FW:” is removed |
[P20240214] Proposed budget |
{Sent or Received Date / yyyyMMdd} For the send date: April 21,2024 |
20240421 |
Example email filing
For the email below…
The following Mail2Cloud dynamic path would result in the cloud storage full path:
When configuring a Move rule to move only email attachments, open the “Advanced Options” to configure the type of link security.
Activating (saving the rule)
Once the Storage Filepath is confirmed the rule must be saved. Once saved the rule is “active”. Note that only rules that have names can be saved. This is done in the Rule Name field that may be at the far right side of the page or below the “Save Rule” button depending on the width of the browser window.
📣 Rules must be named before saving
You will not be able to save a rule until all of the configuration sections have been confirmed and the rule has been named.