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      Enabling Transport Rules

      The first rule ensures that Phin's emails appear in users' inboxes without being filtered by the focused inbox or marked as spam. The second is particularly beneficial in environments utilizing third-party spam filters (e.g., Avanan, Proofpoint).

      Transport Rule #1

      The first rule will ensure that Phin's emails show in users' inboxes and do not get filtered out by the focused inbox. 

      1. Go to https://admin.exchange.microsoft.com/#/
      2. Select Mail flow > Rules in the sidebar navigation on the left
      3. + Add a rule > Create a new rule with the following information
        1. Name: Bypass Focused Inbox and Spam Filter for Phin
        2. Apply this rule if*
          • Dropdown 1 = The sender
          • Dropdown 2 = IP address is in any of these ranges or exactly matches
          • Add each of these IPs: 198.2.177.227, 198.2.178.214, 198.244.59.179, 35.237.125.73
        3. Do the following*
          • Dropdown 1 = Modify the message properties
          • Dropdown 2 = Set the spam confidence level (SCL)
          • Set the spam confidence level (SCL) = Bypass spam filtering
        4. And*
          • Dropdown 1 = Modify the message properties
          • Dropdown 2 = Set the message header
          • Set the message header to "X-MS-Exchange-Organization-BypassFocusedInbox"
          • Set the value to "True"
        5. Here is an example of what the rule should look like once completed.Screenshot 2024-12-16 at 2.34.43 PM

       

      Transport Rule #2

      This rule will ensure that any email bearing Phin's custom header will be classified as non-spam and stay out of quarantine. This is helpful for environments where a 3rd party filtering or other spam filters are being used (ex. Avanan, Proofpoint, and others).

      The following rule will set a spam confidence level (SCL) of -1 to all end-user Phin emails (phishing & training).

      1. Go to https://admin.exchange.microsoft.com/#/
      2. Select Mail flow > Rules in the sidebar navigation on the left
      3. + Add a rule > Create a new rule with the following information
        1. Name: Set SCL for X-PHIN-CUSTOM header
        2. Apply this rule if*
          • Dropdown 1 = The message headers
          • Dropdown 2 = matches these text patterns
          • Enter text = X-PHIN-CUSTOM
          • Enter words = {insert the company custom header found in Phin portal}
        3. Do the following*
          • Dropdown 1 = Modify the message properties
          • Dropdown 2 = Set the spam confidence level (SCL)
          • Set the spam confidence level (SCL) = Bypass spam filtering
        4. Here is an example of what the rule should look like once completed.