常见邮件审批方案Common message approval scenarios

您的组织可能需要某些类型的邮件批准才能满足法律或合规性要求,或来实现特定业务工作流。本文讨论了您可以使用 Exchange 设置的常见方案的示例。Your organization may require certain types of messages be approved in order to meet legal or compliance requirements, or to implement a specific business workflow. This article discusses examples of common scenarios that you can set up by using Exchange.

示例 1:避免某个大型通讯组遭遇邮件风暴Example 1: Avoid mail storms to a large distribution group

为控制发送到某个大型通讯组的邮件数量,您可能需要有一个仲裁人来审批发送到该通讯组的邮件。如果对于哪些邮件需要审批并无标准,设置标准最简单的方法是将通讯组配置为需要邮件审批。To control messages to a large distribution group, you can require that a moderator approve messages that are sent to that group. If there are no criteria for which messages require approval, the simplest way to set this up is to configure the group to require message approval.

在本示例中,发送到“所有员工”组的所有邮件都必须经过审批,除非发件人是名为“法律小组”的通讯组的成员。In this example, all messages to the All Employees group must be approved, except if the senders are members of the distribution group named Legal Team.

通讯组的邮件审批设置

需要向特定的通讯组的邮件被批准,在 Exchange 管理中心 (EAC) 中,转到收件人 > ,编辑该通讯组,然后选择邮件审批To require that messages to a specific distribution group be approved, in the Exchange admin center (EAC), go to Recipients > Groups, edit the distribution group, and then select Message approval.

示例 2: 将邮件转发给发件人的经理进行审批Example 2: Forward messages to a sender's manager for approval

下面是可能需要经理审批的一些常见邮件类型:Here are some common types of messages for which you might want to require manager approval:

  • 某个用户发送至特定通讯组或收件人的邮件Messages sent from a user to certain distribution groups or recipients

  • 发送至外部用户或合作伙伴的邮件Messages sent to external users or partners

  • 在两个组之间发送的邮件Message sent between two groups

  • 包含特定内容的邮件,例如特定客户的名称Messages sent with specific content, such as the name of a specific customer

  • 某个实习生发送的邮件Messages sent by a trainee

若要求,以供审批发送一条消息,请首先,使用发送给审查方的消息模板,创建规则,并选择的邮件应转到发件人的管理器,如以下屏幕截图中所示。To require that a message be sent for approval, first, create a rule using the Send messages to a moderator template, and select that the messages should go to the sender's manager, as shown in the following screenshots.

使用模板创建新规则

然后定义哪些邮件需要审批。Then, define which messages need approval.

下面是由学员,李军,发送给组织外部的收件人的所有邮件都需要管理者审批的其中一个示例。Here's an example where all messages sent out by a trainee, Garth Fort, to recipients outside the organization requires a manager's approval.

将邮件转发给用户经理的规则

若要开始,转到 EAC > 的邮件流 > 规则,并创建新规则使用发送给审查方的消息模板。To get started, go to EAC > Mail flow > Rules, and create a new rule using the Send messages to a moderator template.

重要

某些条件和操作,其中包括转发到发件人的管理器中,默认情况下,在新规则页中处于隐藏状态。若要查看所有条件和操作,请选择更多选项Some conditions and actions, including forwarding to the sender's manager, are hidden by default in the New rule page. To see all the conditions and actions, select More options.

示例 3:设置邮件审批链Example 3: Set up a message approval chain

您可以要求对邮件进行多级审批。例如,您可以要求发送给某特定客户的邮件先由客户关系经理审批,然后由合规部主管审批,您也可以要求将费用报告发送给两级经理审批。You can require multiple levels of approval for messages. For example, you can require that messages to a specific customer be approved first by a customer relationship manager and then by a compliance officer, or you can require that expense reports be approved by two levels of managers.

要创建此类多级审批,请为每一级审批创建一个传输规则。每个规则在邮件中检测相同的模式,如下所述:To create this type of multiple-level approval, create one transport rule for each level of approval. Each rule detects the same patterns in the messages, as follows:

  • 第一个规则将邮件转发给第一个审批者。第一个审批者接受邮件后,邮件将自动发送给第二个规则中的审批者。The first rule forwards the message to the first approver. When the first approver accepts the message, the message automatically goes to the approver in the second rule.

  • 如果链中的所有审批者选择批准时收到审批请求中,链中的最后一个批准过程完成后,原始邮件发送给预期收件人。If all approvers in the chain select Approve when they receive the approval request, when the last approval in the chain is complete, the original message is sent to the intended recipients.

  • 审批链中的任何人选择拒绝在接收审批请求时,如果发件人将接收拒绝邮件。If anyone in the approval chain selects Reject when they receive the approval request, the sender receives a rejection message.

  • 任何审批请求未批准的过期时间 (2 天 Exchange online,5 天的 Exchange Server 2013) 中,如果发件人将接收过期的消息。If any of the approval requests aren't approved within the expiration time (2 days for Exchange Online, 5 days for Exchange Server 2013), the sender receives an expiration message.

以下示例假定您有一个名为 Blue Yonder Airlines 的客户,您希望由客户关系经理和合规部主管审批发送给该客户的所有邮件。您创建了两个规则,每个审批者一个。第一个规则针对第一级审批者。第二个规则针对第二级审批者。The following example assumes that you have a customer called Blue Yonder Airlines, and you want both the customer relationship manager and the compliance officer to approve all messages that go to this customer. You create two rules, one for each approver. The first rule goes to the first-level approver. The second rule goes to the second-level approver.

用于两个审批级别的两条规则

第一个规则识别主题或正文中包含公司名 Blue Yonder Airlines 的所有邮件,并将这些邮件发送给相应的内部客户关系经理 Garret Vargas。The first rule identifies all messages with the company name Blue Yonder Airlines in the subject or message, and it sends these messages to the internal customer relationship manager for Blue Yonder Airlines, Garret Vargas.

第一级审批者的规则

第二个规则将这些邮件发送给合规部主管 Tony Krijnen。The second rule sends these messages to the compliance officer, Tony Krijnen.

第二级审批规则,具有相同的条件

示例 4:转发匹配其中一项条件的邮件Example 4: Forward messages that match one of several criteria

在传输规则中,在规则内配置的所有条件都必须为真,规则才能匹配。如果您希望相同的操作适用于每个条件,您应该为它们分别创建一个规则。Within a transport rule, all conditions configured within the rule must be true for the rule to match. If you want the same actions applied for either condition, you should create a separate rule for each one.

若要执行此操作,在 EAC 中的规则页上,创建第一个条件的规则。然后选择规则,选择副本,并更改中要匹配的第二个条件的新规则的条件。To do this, on the Rules page in EAC, create a rule for the first condition. Then select the rule, select Copy, and change the conditions in the new rule to match the second condition.

使用"OR"条件中创建多个规则,因此您不结尾将消息发送给审批者多次时要注意。若要避免此问题,请为第二个规则添加异常以便它将忽略匹配的第一个规则的邮件。Be careful when you create multiple rules with "OR" conditions so you don't end up with a message being sent multiple times to the approver. To avoid this, add an exception to the second rule so it ignores messages that matched the first rule.

例如,单个规则无法检查一条消息在任一主题或附件标题中是否具有对其进行"销售报价单"。若要避免出现邮件发送给审批者,多次,如果第一个规则检查"销售报价单"的主题或邮件正文中,检查"销售报价单"在附件内容的第二个规则需要包含的第一个规则异常条件。For example, a single rule can't check whether a message has "sales quote" in either the subject or in the attachment title. To avoid the message being sent multiple times to the approver, if the first rule checks for "sales quote" in the subject or body of the message, the second rule that checks for "sales quote" in attachment content needs an exception that contains the first rule's criteria.

对第二条规则使用异常

备注

默认情况下,在新建规则页,例外处于隐藏状态。若要查看所有条件和操作,请选择更多选项Exceptions are hidden by default in the New rule page. To see all the conditions and actions, select More options.

示例 5:转发包含敏感信息的邮件Example 5: Forward a message that contains sensitive information

如果您有数据丢失防护(DLP) 功能,预定义许多类型的敏感信息。使用 DLP,您看到邮件包含敏感信息条件。必须 DLP,您可以创建标识特定于您的组织特定的敏感信息模式的条件。If you have the Data loss prevention(DLP) feature, many types of sensitive information are predefined. With DLP, you see that the message contains a sensitive information condition. Whether or not you have DLP, you can create conditions that identify specific sensitive information patterns that are unique to your organization.

下面是一个包含敏感信息的消息批准的示例。本示例中,包含信用卡号的邮件需要审批。Here's an example where messages with sensitive information require approval. In this example, messages that contain a credit card number require approval.

转发包含敏感信息的规则

See alsoSee also

管理邮件审批Manage message approval