Introduction

This document explains how to configure mail flow rules for Secure Direct Replies in Exchange Online.
You will set up two rules for Secure Direct Replies:
1. An exemption rule to exclude messages that should not be processed by the Secure Direct Replies rule.
2. The Secure Direct Replies rule to handle Secure Direct Reply messages.

The following chapters will guide you through setting up these two rules.

Exemption rule

In this chapter we explain how to setup the Exemption rule for Secure direct Replies.

Getting started

1. Login at the Exchange admin center with your admin account.
2. Open mail_outline Mail flow.
3. Click Rules.
4. Click add Add a rule.
5. Click Create a new rule.
6. Enter Zivver: Detect processed messages as the name.

Set mail flow rule condition

1. Open the Select one dropdown menu under Apply this rule if.
2. Select The message headers….
3. Open the Select one dropdown menu next to it.
4. Select matches these text patterns.
5. Click Enter text.
6. Enter X-Zivver-Transport.
7. Click Save.
8. Click Enter words.
9. Enter ..*. (that is 2 dots, 1 asterisk/wildcard, 1 dot).
10. Click Add.
11. Click Save.

Set mail flow rule actions

1. Open the Select one dropdown menu under Do the following.
2. Select Modify the message properties.
3. Open the Select one dropdown menu next to it.
4. Select Set a message header.
5. Click the first Enter text field.
6. Set the message header to skip-zivver-relay.
7. Click Save.
8. Click the second enter text field.
9. Set the value to true.
10. Click Save.
11. Click Next.

Set rule settings

1. Leave the Rule mode on the default setting of Enforce.
2. Leave the Severity on the default setting of Not specified.
3. Optional: Enable Activate this rule on and select a date and time, if you want this mail flow rule be automatically activated from a specific date and time.
4. Leave Deactivate this rule on disabled.
5. Leave the option Stop processing more rules disabled.
6. Leave the option Defer the message if rule processing doesn’t complete disabled.
7. Leave Match sender address in message to the default setting of Header.
8. Enter the comment Exclude messages that have been processed and sent by the Zivver Platform to avoid mail looping..
9. Click Next.

Review and finish

1. When you are satisfied that the mail flow rule is configured correctly, click Finish.

Set the priority

1. Ensure the mail flow rule has a higher priority than the Secure Direct Replies rule we will create in the next chapter.

Activate the rule

After the rule has been created and assigned the correct priority, it can be enabled.

Repeat steps for X-Zivver-DLP header

If your organization also uses a Zivver client integration (such as Zivver for Outlook, or Zivver for Gmail), this additional exception is required for emails that have been scanned by a Zivver client integration and for which the user decided not to activate Zivver. These can be excluded from being routed through the Zivver Secure Direct Replies rule, because this rule may end up overruling the user’s decision, causing unwanted and unexpected behavior.

1. Repeat all steps in above, substituting the following:
   • Enter Zivver: Detect messages scanned by client integration as the name of the rule.
   • Replace X-Zivver-Transport header with the X-Zivver-DLP header wherever it occurs.
   • Enter Exclude messages that have already been scanned by a Zivver client integration to avoid DLP Gateway overruling user decisions or making a suggestion that was already provided while the message was composed. as the comment.

Secure Direct Replies rule

Now that the exemption rule is created, it is time to create the rule that will process the Secure Direct Reply messages. In this chapter we explain how to setup the Secure Direct Replies rule.

Getting started

1. Login at the Exchange admin center with your admin account.
2. Open mail_outline Mail flow.
3. Click Rules.
4. Click add Add a rule.
5. Click Create a new rule.
6. Enter Zivver: Secure Direct Replies 2.0 as the Name.

Set mail flow rule conditions

1. Open the Select one dropdown menu under Apply this rule if.
2. Select The message headers….
3. Open the Select one dropdown menu next to it.
4. Select matches these text patterns.
5. Click Enter text.
6. Enter References.
7. Click Save.
8. Click Enter words.

9. Enter zivver-sdr-<your_Zivver_UUID>.
   

   Don’t know your Zivver UUID?
   You can contact your Customer Success Manager or support@zivver.com to request your Zivver UUID.

10. Click Add.

11. Click Save.

Set mail flow rule actions

1. Open the Select one dropdown menu under Do the following.
2. Select Redirect the message to.
3. Open the Select one dropdown menu next to it.

4. Select the following conector.
   

   Don’t have a connector for Zivver yet?
   Please read this manual for instructions on how to create a connector in Exchange Online.

5. Select the Zivver connector.

6. Click Save.

7. Click on the add icon next to the following connector.

8. Open the Select one dropdown menu under And.

9. Select Modify the message properties.

10. Open the Select one dropdown menu next to it.

11. Select set a message header.

12. Click the first Enter text.

13. Enter zivver-relay.

14. Click Save.

15. Click the second Enter text.

16. Enter

    • sdr → when using the Zivver Encryption Gateway.
    • smart-sdr → when using the Zivver DLP Gateway.

17. Click Save.

Set mail flow rule exceptions

1. Open the Select one dropdown menu under Except if.
2. Select The message headers….
3. Open the Select one dropdown menu next to it.
4. Select matches these text patterns.
5. Click Enter text.
6. Enter skip-zivver-relay.
7. Click Save.
8. Click Enter words.
9. Enter true.
10. Click Add.
11. Click Save.
12. Click Next.

Set rule settings

1. Leave the Rule mode on Enforce.
2. Leave the Severity on Not specified.
3. Leave Activate this rule on unchecked.
4. Leave Deactivate this rule on unchecked.
5. Check Stop processing more rules.
6. Leave Defer the message if rule processing doesn’t complete unchecked.
7. Leave Match sender address in message on Header.
8. Optionally enter a comment in the Comments section. E.g. the purpose of this rule (allow Zivver Secure Direct Replies on your mailserver).
9. Click Next.

Review and finish

1. Review the settings of the rule.
2. Click Finish.
3. Click Done.

Set the priority

1. Scroll down to your new rule.
   
2. Click on the rule.
   
3. Click settings Edit rule settings.
   
4. Change the Priority so that this rule is placed immediately after the Exemption rule(s) created in the previous chapter.
   
5. Click Save.
   
6. Click Done.
   
7. Click the rule again.
   
8. Enable the rule by clicking toggle_on.