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TITUS Message Classification Outlook Web App Version 3.8 Administration Guide 2010

Titus for Outlook Web App for Microsoft Exchange 2010

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100% found this document useful (1 vote)
1K views95 pages

TITUS Message Classification Outlook Web App Version 3.8 Administration Guide 2010

Titus for Outlook Web App for Microsoft Exchange 2010

Uploaded by

ARMAGEDDON87
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 95

Administration Tool Guide

Version 3.8
TITUS Message Classification version 3.8

Information in this document is subject to change without notice. Complying with all applicable
copyright laws is the responsibility of the user. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the
express written consent of TITUS Inc.

Copyright 2014 TITUS Inc.

TITUS is a registered trademark of TITUS Inc. All other product and company names mentioned
are trademarks or registered trademarks of their respective owners. TITUS Inc. may have patent
applications, trademarks, copyrights or other intellectual property rights covering subject matter
in this document.

At TITUS we work to help businesses better manage and secure valuable corporate information.
Our solutions enable enterprises, military and government organizations to classify information
and meet regulatory compliance by securing unstructured information.

For further information, contact us at +1 866-530-5111 or email us at [email protected]

www.titus.com

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Administration Tool Guide

Table of Contents
1 ABOUT THIS GUIDE .......................................................................................................................... 7

1.1 AUDIENCE ........................................................................................................................................ 7


1.2 PURPOSE .......................................................................................................................................... 7

2 INTRODUCTION TO TITUS MESSAGE CLASSIFICATION FOR MICROSOFT OUTLOOK WEB APP .......... 8

2.1 OVERVIEW OF TITUS MESSAGE CLASSIFICATION FOR MICROSOFT OUTLOOK WEB APP................................... 8
2.2 IMPORTANT TERMINOLOGY.................................................................................................................. 9

3 QUICK START GUIDE ...................................................................................................................... 11

3.1 INSTALLING THE PREREQUISITES .......................................................................................................... 11


3.1.1 For Microsoft Exchange 2010 ................................................................................................. 11
3.1.2 Microsoft .NET Framework Requirements .............................................................................. 11
3.2 INSTALLING THE TITUS MESSAGE CLASSIFICATION FOR MICROSOFT WEB APP SOFTWARE ............................. 11
3.3 SAVING THE TITUS CONFIGURATION FILE ............................................................................................. 11

4 INSTALLATION AND CONFIGURATION OVERVIEW ......................................................................... 12

5 SYSTEM SUPPORT AND REQUIREMENTS........................................................................................ 14

5.1 SUPPORTED MICROSOFT EXCHANGE PLATFORMS ................................................................................... 14


5.1.1 Locating Microsoft Exchange 2010 version information ........................................................ 14
5.2 SUPPORTED BROWSERS..................................................................................................................... 15
5.3 MICROSOFT .NET FRAMEWORK REQUIREMENTS ................................................................................... 15

6 INSTALLING TITUS MESSAGE CLASSIFICATION FOR MICROSOFT OUTLOOK WEB APP .................... 16

6.1 INSTALLING TITUS MESSAGE CLASSIFICATION FOR MICROSOFT OUTLOOK WEB APP .................................... 16
6.2 UPGRADING TITUS MESSAGE CLASSIFICATION FOR MICROSOFT WEB APP ................................................. 19
6.2.1 Uninstalling TITUS Message Classification for Microsoft Outlook Web App .......................... 19
6.2.2 Installing a new version of TITUS Message Classification for Microsoft Outlook Web App ... 20
6.3 APPLYING FIXES OR SERVICE PACKS TO THE MICROSOFT EXCHANGE SERVER ................................................ 21

7 CONFIGURING THE SYSTEM TO OPTIMIZE PERFORMANCE ............................................................ 22

7.1 ABOUT THE MODIFIED TITUS MESSAGE CLASSIFICATION FOR MICROSOFT OUTLOOK WEB APP LOGON PAGE ... 22
7.2 MODIFYING THE CONFIGURATION CACHE ............................................................................................. 22

8 INSTALLING THE ADMINISTRATION TOOL ...................................................................................... 23

9 STARTING THE ADMINISTRATION TOOL ........................................................................................ 25

9.1 ENTERING LICENSE INFORMATION ....................................................................................................... 26


9.2 CREATING A NEW TITUS CONFIGURATION FILE ...................................................................................... 27
9.3 OPENING AN EXISTING TITUS CONFIGURATION FILE ............................................................................... 27

10 CREATING THE CONTROL DEFINITIONS .......................................................................................... 28

10.1 CREATING A CONTROL DEFINITION ...................................................................................................... 29


10.1.1 Entering a Name for the Control Definition ........................................................................ 30
10.1.2 Selecting a Control Definition Type .................................................................................... 30

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TITUS Message Classification version 3.8

10.1.3 Entering a Control Definition Caption ................................................................................ 31


10.1.4 Entering a Property Name for the Control Definition ......................................................... 31
10.1.5 Entering a Tooltip for the Control Definition ...................................................................... 32
10.1.6 Enabling/Disabling Portion Marking for a Control Definition ............................................ 32
10.1.7 Enabling/Disabling Force Selection .................................................................................... 32
10.1.8 Selecting the On Downgrade Action ................................................................................... 33
10.2 EDITING CONTROL DEFINITIONS .......................................................................................................... 34
10.3 CHANGING THE ORDER OF CONTROL DEFINITIONS .................................................................................. 34
10.4 DELETING A CONTROL DEFINITION ...................................................................................................... 35

11 CREATING THE CONTROL SELECTION ITEMS .................................................................................. 36

11.1 ADDING CONTROL SELECTION ITEMS TO A CONTROL DEFINITION............................................................... 37


11.1.1 Creating Alternate Labels for a Control Selection Item ...................................................... 38
11.1.2 Adding a Calendar Control Selection Item to a Control Definition ..................................... 39
11.2 EDITING A CONTROL SELECTION ITEM .................................................................................................. 40
11.3 INSERTING A CONTROL SELECTION ITEM ............................................................................................... 41
11.4 SETTING A CONTROL SELECTION ITEM AS THE DEFAULT ........................................................................... 42
11.5 CHANGING THE ORDER OF CONTROL SELECTION ITEMS ............................................................................ 43
11.6 DELETING A CONTROL SELECTION ITEM ................................................................................................ 44

12 CREATING POLICY GROUPS ............................................................................................................ 45

12.1 TASK AND CALENDAR ITEM SUPPORT ................................................................................................... 45


12.2 ABOUT THE BODY TAGGING POLICY ..................................................................................................... 48
12.2.1 Configuring the Body Tagging Policy .................................................................................. 48
12.3 ABOUT THE CUSTOM X-HEADERS POLICY ............................................................................................. 50
12.3.1 Configuring the Custom X-Header Policy............................................................................ 50
12.4 ABOUT THE REJECT POLICY ................................................................................................................ 52
12.4.1 Configuring the Reject Policy .............................................................................................. 53
12.5 ABOUT THE S/MIME SIGN AND S/MIME ENCRYPT POLICY .................................................................... 54
12.5.1 Configuring the S/MIME Sign and S/MIME Encrypt Policy ................................................. 54
12.6 ABOUT THE SAFE RECIPIENTS POLICY ................................................................................................... 55
12.6.1 Configuring the Safe Recipients Policy ............................................................................... 55
12.7 ABOUT THE SUBJECT LABELING POLICY ................................................................................................. 57
12.7.1 Configuring the Subject Labeling Policy ............................................................................. 57
12.8 ABOUT THE WARN ON SEND POLICY .................................................................................................... 60
12.8.1 Configuring the Warn on Send Policy ................................................................................. 60

13 CONFIGURING THE GLOBAL OPTIONS ............................................................................................ 61

13.1 VIEWING THE ADD-IN SETTINGS .......................................................................................................... 61


13.1.1 Disabling/Enabling TITUS Classification ............................................................................. 62
13.1.2 Disabling/Enabling Calendar Support ................................................................................ 62
13.1.3 Disabling/Enabling Task Item Support ............................................................................... 62
13.2 VIEWING THE LIST OF SELECT DIALOG SETTINGS...................................................................................... 63
13.2.1 Creating Select Dialog Text................................................................................................. 63
13.2.2 Creating Selection Text ....................................................................................................... 63
13.3 VIEWING THE LIST OF HELP OPTIONS ................................................................................................... 64

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Administration Tool Guide

13.3.1 Disabling/Enabling the Help feature .................................................................................. 65


13.3.2 Creating a Help Button ToolTip .......................................................................................... 65
13.3.3 Creating a Help URL............................................................................................................ 65
13.4 VIEWING THE ON DOWNGRADE MESSAGE SETTINGS............................................................................... 66
13.4.1 Creating a Downgrade Ask Message .................................................................................. 66
13.4.2 Creating a Downgrade Prevent Message ........................................................................... 67
13.5 VIEWING THE OWA LIGHT SETTING ..................................................................................................... 68
13.5.1 Enabling/Disabling OWA Light ........................................................................................... 68
13.6 VIEWING THE REJECT SETTINGS ........................................................................................................... 69
13.6.1 Enabling/Disabling Reject Unmarked ................................................................................. 70
13.6.2 Enabling/Disabling Reject Attachments ............................................................................. 71
13.6.3 Creating a Reject Prevent Message .................................................................................... 71
13.7 VIEWING THE MULTIUSER CONFIGURATION SETTINGS ............................................................................. 72
13.7.1 Inserting a TITUS Configuration File into the Multiuser Configuration Editor .................... 72
13.7.2 Adding an Active Directory Group Condition ...................................................................... 74
13.7.3 Adding an Active Directory Attribute Condition ................................................................. 77

14 CONFIGURING PORTION MARKING (ULTRA EDITION FEATURE) ..................................................... 80

14.1 ABOUT PORTION MARKING ............................................................................................................... 80


14.2 CONFIGURING PORTION MARKING ...................................................................................................... 82
14.2.1 Enabling/Disabling Portion Marking .................................................................................. 82
14.2.2 Selecting Enclosing Brackets to Enclose the Portion Mark ................................................. 82
14.2.3 Creating a Portion Mark String .......................................................................................... 83
14.2.4 Customizing the Add Portion Mark Button Tooltip ............................................................ 84
14.2.5 Customizing the Add Portion Mark Dialog Title ................................................................. 84
14.2.6 Customizing the Add Portion Mark Dialog Text ................................................................. 84

15 CREATING THE CONTROL STRUCTURE............................................................................................ 85

16 ASSOCIATING POLICY GROUPS WITH CONTROL DEFINITIONS AND CONTROL SELECTION ITEMS ... 86

17 SAVING THE CONFIGURATION FILE ................................................................................................ 87

17.1 USING A REGISTRY KEY TO ENABLE THE CACHING USER PASSWORD METHOD IN PROXY SERVERS .................. 88

APPENDIX A - FIELD CODES .................................................................................................................... 89

BUILT-IN FIELD CODES ................................................................................................................................... 90


{{Subject}} ............................................................................................................................................ 90
{{SenderName}} ................................................................................................................................... 90
{{SenderEmail}} .................................................................................................................................... 90
{{SentDate}} ......................................................................................................................................... 90
{{SentTime}} ......................................................................................................................................... 90
{{Attachments}} ................................................................................................................................... 90
{{Recipients}} ........................................................................................................................................ 91
ITEM PROPERTY FIELD CODES (CLASSIFICATIONS) ................................................................................................ 91
USER PROPERTY FIELD CODES ......................................................................................................................... 91
FIELD CODE FORMATTING MODIFIERS ............................................................................................................... 91
Alt=....................................................................................................................................................... 91

5
TITUS Message Classification version 3.8

Format= ............................................................................................................................................... 92
Prefix= .................................................................................................................................................. 92
Postfix= ................................................................................................................................................ 92
TokenPrefix= ........................................................................................................................................ 93
TokenPostfix= ....................................................................................................................................... 93
TokenSeparator=.................................................................................................................................. 93

APPENDIX B - PROBLEM RESOLUTION AND Q&A ................................................................................... 94

CONTACT US .......................................................................................................................................... 95

General Information ............................................................................................................................ 95


Support ................................................................................................................................................ 95

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Administration Tool Guide

1 About this guide


1.1 Audience
This guide is for Administrators who will be configuring and deploying TITUS Message
Classification for Outlook Web App on Exchange 2010. This guide will also be useful if you are
setting up a trial version of the product.

Instructions describing how to deploy and configure TITUS Message Classification for Outlook
Web App on Exchange 2013 are located in a separate document.

1.2 Purpose
This guide explains:

The main features of TITUS Message Classification for Web App.

How to install TITUS Message Classification for Web App.

How to configure TITUS Message Classification for Web App to suit your
organizational needs.

How to administer the product using the TITUS Message Classification for Microsoft
Outlook Web App Administration Tool.

About this guide 7


TITUS Message Classification version 3.8

2 Introduction to TITUS Message Classification for


Microsoft Outlook Web App
2.1 Overview of TITUS Message Classification for Microsoft
Outlook Web App
TITUS Message Classification for Web App provides users with the ability to classify and label
Microsoft Outlook Web App messages, tasks, and calendar items. TITUS Message Classification
for Web App can be used to apply visual markings to clearly identify the existence of sensitive
information. These markings encourage proper handling, distribution, and retention of sensitive
information, and help prevent the leakage of important corporate information.

TITUS Message Classification for Microsoft Outlook Web App brings the familiar features of the
TITUS client to the Outlook Web App environment. TITUS Message Classification for Microsoft
Outlook Web App is fully interoperable with the Message Classification for Outlook client.
Messages classified in the Message Classification Outlook Web App create the same message
properties as those created with the full Outlook client. This ensures that a message sent from
the Outlook Web App is recognized in the Outlook client and vice-versa.

To suit the unique needs of every organization, TITUS Message Classification for Microsoft
Outlook Web App is completely customizable. This allows your organization to create custom
settings and labels that are relevant to your users.

The screen capture below illustrates an example of the Classification options that can be
implemented into the TITUS Message Classification for Microsoft Outlook Web App user
interface.

8
Administration Tool Guide

2.2 Important Terminology


TITUS recommends that Administrators become familiar with the terminology in the table below
before proceeding further into the guide.

Terminology Description

Control Definition A Control Definition defines the Control that is presented to the
user in the TITUS Message Classification user interface. It is an
administrative term used in the Administration Tool. There are
several different Control Definition types, as described in the next
section.

Control Definition Type Dropdown Control: Users can select one value from a dropdown
menu of pre-defined choices. This Control type is ideal for the first
level of classification.

Dropdown/Type-In Control: Users can select one value from the


pre-defined values in the dropdown, or type in their own values.

Type-In Control: Users can type in a value. This is ideal if you would
like users to be able to add their own unique classification
properties to the message, such as Keywords to associate with
the message.

Multi-select Control: Users can list several choices and the user is
able to select as many options as applicable.

Calendar Control: Users can choose a date from the calendar or an


administrator-defined period of time for specific Control
Definitions. This type of Control can be used for creating Control
Definitions such as Retention Period.

Control Selection Item A Control Selection Item is a customized label that is associated
with a Control Definition. For example, the Control Definition
Classification can contain Control Selection Items such as
UNCLASSIFIED, CONFIDENTIAL, or SECRET.

The term Control Selection Item is both an administrative and


user term.

Introduction to TITUS Message Classification for Microsoft Outlook Web App 9


TITUS Message Classification version 3.8

Terminology Description

Sub-control A Sub-control is a Control that is dependent on a higher level


Control Selection Item. Sub-controls are used to provide context-
sensitive labeling, where TITUS Message Classification for Microsoft
Outlook Web App presents only the Controls that are relevant to
the users previous selection.

In the Administration Tool, Sub-controls are Control Definitions that


are associated with specific Control Selection Items in a higher-level
Control Definition.

The term Sub-control is both an administrative and user term.

Policy Item In the Administration Tool, individual Policies are called Policy
Items. An example is a Labeling Item. Multiple Policy Items can be
combined under one Policy Group Definition in the Administration
Tool, and then associated with a Control Selection Item.
Policy Group A Policy Group is made up of one or more Policy Items.

Control Structure The Control Structure defines the relationships between Control
Definitions and their Sub-controls. This hierarchy, which is
configured in the Administration Tool, determines how
classifications are presented to the user in TITUS Message
Classification for Microsoft Outlook Web App.

10
Administration Tool Guide

3 Quick Start Guide


There are three main steps to implement TITUS Message Classification for Microsoft Web App.

The information in this section reflects the supported software environments at the time of the
product release. To obtain the latest information, log into the TITUS Customer Support portal
and navigate to the Software Environments page.

3.1 Installing the prerequisites


3.1.1 For Microsoft Exchange 2010
TITUS Message Classification for Microsoft Outlook Web App software is supported on SP3 RU7.
The following browsers are supported:
Microsoft Internet Explorer 8.0 and later versions
Firefox 12 and later versions
Safari 5 on Mac and and later versions
Google Chrome 18 and later versions

3.1.2 Microsoft .NET Framework Requirements


In order to install the Administration Tool for TITUS Message Classification for Microsoft
Outlook Web App, you must have Microsoft .NET Framework V3.5 SP1 Redistributable Package
(x86) installed on your computer.

To download V3.5, go to this Microsoft link:


http://www.microsoft.com/downloads/details.aspx?FamilyId=333325FD-AE52-4E35-B531-
508D977D32A6&displaylang=en

3.2 Installing the TITUS Message Classification for Microsoft


Web App Software
It is recommended you test the installation and settings on a separate test Exchange Server
before installing the product on your production Exchange Server.
Section 6.1 outlines the steps for Installing TITUS Message Classification for Microsoft Outlook
Web App.

3.3 Saving the TITUS Configuration File


Once the TITUS Configuration file has been configured using the TITUS Message Classification
for Microsoft Web App Administration Tool your next step is:

For Exchange 2010 save the TITUS Configuration file (.tl file) to C:\Program
Files\Microsoft\Exchange Server\V14\ClientAccess\Owa.

Quick Start Guide 11


TITUS Message Classification version 3.8

4 Installation and Configuration Overview


The Administration Tool is used to configure the classifications and policies used in TITUS
Message Classification for Microsoft Outlook Web App. These are the high level steps for setting
up your configuration.

1. Review the System Support and Requirements section and perform any updates to your
system that are required.

2. Install or Upgrade TITUS Message Classification for Microsoft Outlook Web App.

3. Configure your system to optimize the performance of TITUS Message Classification for
Microsoft Outlook Web App.

4. Install the TITUS Message Classification for Microsoft Outlook Web App Administration
Tool.

5. Start the Administration Tool and enter your license key information on the License Info
Tab. A license key is required in order to use the TITUS Message Classification for Microsoft
Outlook Web App Administration Tool. This step is only required the first time you open the
TITUS Message Classification for Microsoft Outlook Web App Administration Tool.

6. Create your Control Definitions. These are the Controls that appear on the TITUS Message
Classification for Microsoft Outlook Web App toolbar and Select dialog. For example, you
can have a dropdown Control called Classification.

7. Create your Control Selection Items. These are the choices that appear to users when they
select a Control. For example, the Classification Control can have four Control Selection
Items: NONE, UNCLASSIFIED, CONFIDENTIAL, and SECRET.

8. Create your Policy Groups. Policy Groups contain one or more Policy Items. Policy Items can
be configured to create the Policies that are then applied to individual Control Selection
Items or Control Definitions.

9. Configure the Global Options. These are settings that define, enable, and/or customize the
TITUS Message Classification for Microsoft Outlook for Web App features that will appear to
users in your organization using Outlook Web App.

10. Configure Portion Marking (Ultra Edition feature). Portion marking enables an email author
to apply classifications to individual portions of an email.

11. Create the Control Structure. This is the classification hierarchy that appears to end users. It
is based on the Control Definitions you created in Step 6, but now the Control Definitions
are listed in a hierarchical list. This is how TITUS Message Classification for Microsoft Web
App supports context sensitive labels, where only the Controls relevant to the users
previous Control Selection are presented.

12
Administration Tool Guide

12. Associate Policy Groups with Control Definitions or Control Selection Items. TITUS
Message Classification for Microsoft Web App requires this association in order to apply the
appropriate Policy when the user selects a classification. For example, you may want to
apply a Subject Labeling Policy when a user selects SECRET. Policy Groups can be applied at
the Control Definition or Control Selection level.

13. Save the Configuration File. Save the Configuration file in the correct location.

The Configuration File must be named TMCWA.tl.

For Exchange 2010, save the TMCWA.tl to:

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa

14. Use a Registry Key to enable the Caching user password method in Proxy Servers (Ultra
Edition Feature Only).

This procedure is only required if you are deploying TITUS Message Classification for
Microsoft Outlook Web App in a Proxy Server environment.

Each of these steps is covered in detail in the sections that follow.

Installation and Configuration Overview 13


TITUS Message Classification version 3.8

5 System Support and Requirements


The information in this section reflects the supported software environments at the time of the
product release. To obtain the latest information, log into the TITUS Customer Support portal
and navigate to the Software Environments page.

5.1 Supported Microsoft Exchange Platforms


Microsoft Exchange 2010 - TITUS Message Classification for Microsoft Outlook Web App
software is supported on MicroSoft Exchange 2010 SP3 RU7.

This release of TITUS Message Classification for Microsoft Outlook Web App has not been tested
with any additional Microsoft Exchange configurations, including configurations where hotfixes,
service packs, or rollups have been added to Exchange 2010.

Please check with TITUS by logging onto the support portal at http://support.titus.com before
installing any hotfixes in your Exchange environment. Applying hotfixes may cause TITUS
Message Classification for Microsoft Outlook Web App to stop working.

If you have applied other patches or fixes to your environment, and TITUS Message
Classification for Microsoft Web App no longer works, check the Problem Resolution section at
the end of this guide for further instructions.

If you are not sure what version of Exchange you are running, refer to the following procedures
to locate your Exchange version information.

For instructions on how to update your Microsoft Exchange environment refer to, Applying
Fixes or Service Packs to the Microsoft Exchange Server in this document.

5.1.1 Locating Microsoft Exchange 2010 version information


Use this procedure to locate Exchange 2010 information.

1. Open Windows Explorer and go to the following directory:

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa

2. Review the folders in this directory.

The folder with the highest build number will indicate the current version of Outlook
Web App on your server.

For Microsoft Exchange 2010 SP3 RU7 the current version of Outlook Web App is
14.3.210.2.

14
Administration Tool Guide

5.2 Supported Browsers


TITUS Message Classification for Microsoft Outlook Web App supports the following browsers:

Microsoft Internet Explorer 8. and later versions


Firefox 12 and laters versions
Safari 5 on Mac and later versions
Google Chrome 18 and later versions

TITUS Message Classification for Microsoft Outlook Web App will not be enabled using the
Outlook Web App Light.

5.3 Microsoft .NET Framework Requirements


In order to install the Administration Tool for TITUS Message Classification for Microsoft Outlook
Web App, you must have Microsoft .NET Framework V3.5 SP1 Redistributable Package (x86)
installed on your computer.

To download V3.5, go to this Microsoft link:


http://www.microsoft.com/downloads/details.aspx?FamilyId=333325FD-AE52-4E35-B531-
508D977D32A6&displaylang=en

To download V3.5 SP1, go to this Microsoft link:


http://www.microsoft.com/en-us/download/details.aspx?id=22 or
http://www.microsoft.com/en-us/download/details.aspx?id=25150

System Support and Requirements 15


TITUS Message Classification version 3.8

6 Installing TITUS Message Classification for Microsoft


Outlook Web App
It is recommended you test the installation and settings on a separate test Exchange Server
before installing the product on your production Exchange Server.

The information in this section reflects the supported software environments at the time of the
product release. To obtain the latest information, log into the TITUS Customer Support portal
and navigate to the Software Environments page.

The following procedures assume you have already installed and configured Windows Server
and Exchange Server 2010 with the appropriate service packs and rollups as specified in
Supported Microsoft Exchange Platforms in this guide.

6.1 Installing TITUS Message Classification for Microsoft


Outlook Web App
This procedure describes the steps to install TITUS Message Classification for Microsoft Web
App for the first time.
Before installing TITUS Message Classification for Microsoft Outlook Web App you must install
and configure Windows Server and Exchange 2010 with the appropriate service packs and
rollups as specified in the, Supported Microsoft Exchange Platforms section of this guide.

It is recommended you test the installation and settings on a separate test Exchange Server
before installing the product on your production Exchange Server.
During the installation, Internet Information Services (IIS) will be restarted. This may affect
services that depend on IIS.

1. Run the installation file


(TITUS_MessageClassificationOutlookWebApp_Setup_2010.msi), on the Exchange
Server.
The Welcome screen appears.

16
Administration Tool Guide

2. Click the Next button.

3. Click the I Agree radio button if you agree to the License Agreement terms.

4. Click the Next button.

5. Click the Install button to continue.

If the Install button is greyed out you will need to specify the folder into which
Microsoft Exchange is installed.

If the folder is correct, and the button is greyed out, then the files under the OWA folder
(original Microsoft OWA files) have been modified, and will need to be replaced with the
original files. Until the original files are replaced in the OWA folder, the installation will
not continue. This is required to ensure the integrity of the installation of this product.

Installing TITUS Message Classification for Microsoft Outlook Web App 17


TITUS Message Classification version 3.8

6. Click the Finish button to close the Installation window.

The installation has completed and was successful.

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Administration Tool Guide

6.2 Upgrading TITUS Message Classification for Microsoft Web


App
Use the following procedures to uninstall the previous version of TITUS Message Classification
for Microsoft Web App and install a new version.

Before upgrading to a new version of TITUS Message Classification for Web App any previous
versions of the software should be uninstalled.

6.2.1 Uninstalling TITUS Message Classification for Microsoft


Outlook Web App
Use this procedure to uninstall TITUS Message Classification for Microsoft Outlook Web App.

If you uninstall TITUS Message Classification for Microsoft Outlook Web App, Internet
Information Services (IIS) will be restarted. This may affect services that depend on IIS.

Click Start/Control Panel/Uninstall a Program (Under the Programs Heading).

1. Browse to TITUS Message Classification for Microsoft Outlook Web App.

2. Right click on the application and select Uninstall from the Context menu.

3. Click Yes to remove TITUS Message Classification for Microsoft Outlook Web App from
your computer.

Installing TITUS Message Classification for Microsoft Outlook Web App 19


TITUS Message Classification version 3.8

6.2.2 Installing a new version of TITUS Message Classification for


Microsoft Outlook Web App
Use this procedure to upgrade from a previous release of TITUS Message Classification for
Microsoft Outlook Web Access. If you are migrating from TITUS Message Classification for
Microsoft Outlook Web Access V 3.1, you can use the migration tool. The migration tool will
take the existing settings in the configuration file and convert it to a V 3.6 TMCWA .tl file.

If you are migrating from TITUS Message Classification for Microsoft Outlook Web Access V1.6,
2.0 or V3.0, please contact TITUS support ([email protected]). The support organization must
perform this migration for you.

1. Before Upgrading TITUS Message Classification for Microsoft Outlook Web App you
must uninstall the previous version. Refer to, Uninstalling TITUS Message Classification
for Microsoft Outlook Web App in this document for instructions.

2. Upgrade your Exchange server to the current supported release.

Refer to Supported Microsoft Exchange Platforms for information about the


supported platforms for Exchange Server 2010.

3. Install the newest release of TITUS Message Classification for Microsoft Outlook Web
App.

4. Ensure the TMCWA.tl file is in the correct location.

For Exchange 2010, the file should be located in the directory:

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa

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Administration Tool Guide

6.3 Applying Fixes or Service Packs to the Microsoft Exchange


Server
Use this procedure to upgrade the Exchange Server hosting TITUS Message Classification for
Microsoft Outlook Web App, or to apply a critical hotfix.

Before applying a fix or service pack to the Exchange Server check the TITUS Support portal
(http://support.titus.com). This site will list the Exchange Server fixes supported by TITUS.

1. Keep a copy of your configuration file.

2. Uninstall TITUS Message Classification.

3. Upgrade the Microsoft Exchange Server.

4. Reinstall TITUS Message Classification.

5. Copy your configuration file over the newly installed version.

Note: Although this step is not required, TITUS recommends that a copy is saved outside
of the Exchange directory as a precaution.

Installing TITUS Message Classification for Microsoft Outlook Web App 21


TITUS Message Classification version 3.8

7 Configuring the system to optimize performance


Use the following procedures to optimize the performance of TITUS Message Classification for
Microsoft Outlook Web App.

7.1 About the modified TITUS Message Classification for


Microsoft Outlook Web App Logon Page
By default, TITUS installs a new logon.aspx page to replace the default Microsoft Outlook Web
App logon page. The supplied logon page only allows users to sign on via the full feature
Outlook Web App (Premium). The full feature Outlook Web App client is required for users to
see the message classification toolbar, and is also required for the TITUS Reject/OWA Prevent
feature.
The Administrator can configure TITUS Message Classification for Microsoft Outlook Web App to
allow users to select the Outlook Web App Light (Basic client) checkbox when logging in. If the
user logs into Outlook Web App Light they will not have access to TITUS Message Classification
for Outlook Web App. This is useful for users of web browsers, which are not supported by the
Premium (full) Outlook Web App or not supported by TITUS Message Classification for Outlook
Web App. In order to enable logon for other browsers or Outlook Web App Light, see the
configuration information in the Configuring section of this document.
The screenshots below shows the TITUS supplied logon page.
If OWA Light is enabled in the Global Options of the TITUS Message Classification for Web App
Administration Tool the logon page for Outlook Web App allows the user to login to the Outlook
Web App Light client. By default it is set to No in the TITUS Message Classification for Web App
Administration Tool and the checkbox is greyed out for user.

7.2 Modifying the Configuration Cache


Use this procedure to modify the Configuration Cache.

This change forces TITUS Message Classification for Microsoft Outlook Web App to download
the configuration file every time it is accessed. This will ensure that any changes in the
configuration are captured when you perform a refresh. To undo this change, open the
Configuration.aspx and remove the line that you added. The configuration file is now cached,
and must be cleared manually from your temporary internet files in order for it to be updated.

1. Navigate to the OWA folder.

For Microsoft Exchange 2010 navigate to:

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa\forms\premium

2. Add the following line as the second line in the Configuration.aspx file:

<%@ OutputCache Location="None" VaryByParam="None" %>

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8 Installing the Administration Tool


Use this procedure to install the TITUS Message Classification for Microsoft Outlook Web App
Administration Tool. The Administration Tool is required to configure the classification Control
Structure for the TITUS Message Classification clients.

1. Navigate to the folder that contains the Administration Tool setup file:

TITUSMessageClassificationWebAppAdminTool_2010.msi

2. Double click on this file.

The TITUS Message Classification Web App Administration Tool Setup Wizard appears.

3. Click the Next button to begin the installation.

4. Use the scroll bar to scroll through the License Agreement until you have read the entire
content.

5. If you agree with the licensing terms, click the I accept the terms in the License
Agreement radio button, and click the Next button.

If required, click the Print button to print the license agreement.

Installing the Administration Tool 23


TITUS Message Classification version 3.8

6. Click the Install button on the next screen to begin the installation procedure.

The Installation Progress screen appears.

7. Click the Finish button when the Installation Complete dialog box appears.

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9 Starting the Administration Tool


Use this procedure to start the TITUS Message Classification for Microsoft Outlook Web App
Administration Tool. You can have only one instance of the Administration tool open at a time.

1. In Windows, click Start/All Programs/TITUS/Message Classification for Outlook Web


App Administration Tool.

The Administration Tool appears.

If this is the first time you have logged in to a new install or upgrade of TITUS Message
Classification for Microsoft Web App the license information must be entered before
you can proceed. See, Entering License Information for more information and
instructions.

Starting the Administration Tool 25


TITUS Message Classification version 3.8

9.1 Entering License Information


Use this procedure to enter the license information required to use the TITUS Message
Classification for Microsoft Outlook Web App Administration Tool. This step only needs to be
performed the first time you login to a new install or upgrade of TITUS Message Classification.

1. Start the Administration Tool.

For more information and instructions see, Starting the Administration Tool in this
document.

The License Info tab appears on the left side of the window.

2. Enter the Organization Name provided to you with your License Key in the Organization
Name text box.

3. Enter (copy and paste) the license key in the License Key text box.

4. In the Property Name field, specify the prefix to be used with all TITUS Message
Classification for Microsoft Web App Properties. These properties are visible to the end
user under the Properties dialog box. Typically, you enter your organizations name as
the Property Name.

You can not enter any special characters in the Property Name field. Ensure that the
name contains only letters, numbers, and dots.

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9.2 Creating a New TITUS configuration file


Use this procedure to create a new TITUS configuration file.

1. Click File on the top menu bar and select New.

2. The License Info tab appears.

9.3 Opening an Existing TITUS configuration file


Use this procedure to open an existing TITUS configuration file (.tl).

1. Click File on the top menu bar and select Open.

2. Navigate to the TITUS configuration file that you want to open.

3. Open the TITUS Message Classification for Microsoft Web App configuration file
(TMCWA.tl) located in:
C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa for Microsoft
Exchange 2010

Starting the Administration Tool 27


TITUS Message Classification version 3.8

10 Creating the Control Definitions


The Control Definitions Tab is the main configuration section of the Administration Tool. Under
this tab, you can create Control Definitions and Control Selection Items. To access the Control
Definitions, click on the Control Definitions tab on the left side of the tool.

The Administration Tool enables you to define as many Control Definitions as required, giving
users the ability to label an email with as much detail as necessary. TITUS Message Classification
for Microsoft Outlook Web App can force users to select a value for any or all Controls, or
defaults can be defined by the Administrator.

A Control Definition is a Dropdown, Dropdown/Type-In, Type-In, Multi-Select, or Calendar item


that is provided to the user to allow them to classify Microsoft Outlook for Web App items
including email messages, tasks, and meeting requests.

TITUS Message Classification for Microsoft Web App enables Control Definitions to be placed in
a hierarchical structure, so that one Control Definition can be a sub-control of another. This
Control Structure enables TITUS Message Classification for Microsoft Web App to present users
with only the Controls that are relevant to their selections. To illustrate this concept, take the
following example Control Structure:

If the user selects SECRET from the Classification control, then the user is presented with the
sub-control Sensitivity.

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10.1 Creating a Control Definition


Use this procedure to create and configure the Control Definitions that appear to users.

1. Right-click on Control Definitions and select Create Control Definition.

The Add Control dialog box appears.

Creating the Control Definitions 29


TITUS Message Classification version 3.8

10.1.1 Entering a Name for the Control Definition


Use this procedure to name the Control Definition.

1. Click in the text box beside Name and enter a name for the Control Definition.

This is the name that will describe the items that the user can select. For example if the
Control Definition name is Classification the Selection Items would present the users
with a list of Classifications for the message.

10.1.2 Selecting a Control Definition Type


Use this procedure to select a Control Definition Type.

The default Control Definition type is Dropdown.

1. Click on Type to enable the dropdown button ( ).

2. Click on the dropdown button and select:

Dropdown to create a Dropdown Control. The Dropdown Control allows users to select
one value from a dropdown menu of predefined choices. This Control type is ideal for
the first level of classification.
Dropdown/Type-In to create a Dropdown/Type-In Control. The Dropdown/Type-In
Control allows users to select one value from the pre-defined values in the dropdown or
to type in their own values.
Type-In to create a Type-In Control. The Type-In Control enables users to type in a value.
This is ideal if you would like users to be able to add their own unique classification
properties, such as Keywords to associate with the email.
Multi-Select to create a Multi-Select Control. The Multi-Select Control allows the
Administrator to provide a list of several choices. The user is able to select as many
options as applicable.
Calendar to create a Calendar Control. The Calendar Control enables users to choose a
date from the calendar or an administrator-defined period of time for specific Control
Definitions. This type of Control can be used for creating Control Definitions such as
Retention Period.
The Add Control window adjusts to the selected Control Type. The required properties
for each Control Type are different.

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10.1.3 Entering a Control Definition Caption


Use this procedure to enter a caption for users to view when they select a classification label
using TITUS Message Classification for Microsoft Outlook Web App when classifying their email.

This field is auto-populated with the information entered in the Name field, but can be changed
if required.

1. Click in the text box beside the Caption Attribute and enter a Caption name in the text
box.

10.1.4 Entering a Property Name for the Control Definition


Use this procedure to enter a Property Name for the Control Selection. The Property Name is
supplied to TITUS Message Classification for Microsoft Outlook Web App for the Control
Definition.

This field is auto-populated with the information entered in the Name field, but can be changed
if required.

1. Click in the text box beside the Property Name field enter a Property name in the text
box.

Creating the Control Definitions 31


TITUS Message Classification version 3.8

10.1.5 Entering a Tooltip for the Control Definition


Use this procedure to create a Tooltip for the Control Definition. Users are able to view this
Tooltip when they hover their mouse over the Control on the TITUS toolbar.

1. Click in the text box beside Tooltip and enter a Tooltip in the text box.

10.1.6 Enabling/Disabling Portion Marking for a Control Definition


Use this procedure to enable or disable Portion Marking for the Control Definition.

To enable and configure the Portion Marking feature see Section 14, Configuring Portion
Marking (Ultra Edition feature).

The Portion Marking feature is available only in the Ultra edition of TITUS Message Classification
for Microsoft Web App.
By default Portion Marking is set to No.

1. Click on Enable Portion Marking to enable the dropdown button ( ).

2. Click on the dropdown button and select:

Yes to enable Portion Marking.


No to disable Portion Marking.

10.1.7 Enabling/Disabling Force Selection


Use this procedure to enable or disable the Force Selection feature. When enabled Force
Selection forces the user to select a Control Selection Item on send and on save. The user is not
provided with a default value.

By default Force Selection is set to No and is disabled.

1. Click on Force Selection to enable the dropdown button ( ).

2. Click on the dropdown button and select:

Yes to enable the Force Selection Attribute.

No to disable the Force Selection Attribute.

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10.1.8 Selecting the On Downgrade Action


Use this procedure to define the action taken by TITUS Message Classification for Microsoft
Outlook Web App when a user attempts to downgrade the classification level of an email.

This procedure applies only to Dropdown Control Items.

The order of the Control Selection Items impacts how the On Downgrade Action operates. Refer
to Section 11.5, Changing the order of Control Selection Items for more information.

1. Click on On Downgrade Action to enable the dropdown button ( ).

2. Click on the dropdown button and select:

Ignore to ignore any change that the user makes and enable the downgrade to be
made.

Warn to warn the users that they are downgrading the Control Selection Item. A
message appears asking the user if they want to proceed.

Prevent to prevent the user from downgrading the Control Selection Item. A message
appears informing the user that they may not proceed.

Creating the Control Definitions 33


TITUS Message Classification version 3.8

10.2 Editing Control Definitions


Use this procedure to edit a Control Definition.

1. Right click on the Control Definition that you want to edit.

2. Select Edit.

The Edit Control window appears.

3. Edit the Control Definition properties as required.

Refer to Creating a Control Definition in this document for more information about
Control Definitions.

4. Click the OK button.

10.3 Changing the order of Control Definitions


The order shown on the Control Definitions tab is the same order displayed to the TITUS
Message Classification for Microsoft Outlook Web App users. Use this procedure to change the
order of the Control Definitions.

1. Click on the Control Definitions tab.

2. Right-click on the Control Definition you wish to move.

3. Select:

Top to move the Control Definition to the top of the list.

Up to move the Control Definition up one level.

Down to move the Control Definition down one level.

Bottom to move the Control Definition to the bottom of the list.

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10.4 Deleting a Control Definition


Use this procedure to delete a Control Definition.

1. Right click on the Control Definition that you want to delete.

2. Select Delete.

3. Click Yes in the confirmation window to delete the Control Definition.

Creating the Control Definitions 35


TITUS Message Classification version 3.8

11 Creating the Control Selection Items


There must be at least one Control Selection Item for each Control Definition.

You should enter the Control Selection Items in hierarchical order, beginning from the lowest to
the highest classification level. The placing of the Control Selection Items in the tree is especially
important in context to the Downgrade option, where the downgrade action is invoked if a user
attempts to select an Item that is listed above the current Control Selection Item in the Control
Definition tree. Take the following Control Definition tree as an example:

In this case, UNCLASSIFIED takes precedence over NONE, CONFIDENTIAL takes precedence over
UNCLASSIFIED. In the event that you have Warn selected as the On Downgrade Action for
CONFIDENTIAL, if a user attempts to change the Classification of an email from CONFIDENTIAL
to UNCLASSIFIED or NONE, a warning appears.

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11.1 Adding Control Selection Items to a Control Definition


Use this procedure to add Control Selection Items to the Control Definition. These are the
choices that the user sees in the dropdown menu for the selected Control Definition. This
procedure applies to Dropdown, Dropdown/Type-in, and Multi-Select Control Definitions.

To create a Calendar Control Selection Item see Section 11.1.2, Adding a Calendar Control
Selection Item to a Control Definition.

Type-in Control Definitions do not require Control Selection Items. The user is permitted to
enter the value for the Control Definition in a text box.

1. Right-click on the Control Definition name in the left pane.

2. Select Create Control Selection Item.

The Add Control Selection Item window appears.

3. Enter a name for the first Control Selection Item, such as UNCLASSIFIED in the Name
text box.

Enter the Control Selection Items in hierarchical order, beginning from the lowest to the
highest classification level.

Creating the Control Selection Items 37


TITUS Message Classification version 3.8

The order of the Control Selection Items in the tree defines how the Downgrade option
operates. The downgrade action is invoked if a user attempts to select an Item that is
listed above the current Control Selection Item in the Control Definition tree.

4. If required, enter an Alternate Label for the Control Select Item in the Alternate Labels
text box.

For example if you named the Control Selection Top Secret, you could have alternate
label TS. This enables you to use abbreviations in subject labels and body tags.
Repeat these steps to enter more Control Selection Items, such as UNCLASSIFIED,
CONFIDENTIAL, INTERNAL DISTRIBUTION.

11.1.1 Creating Alternate Labels for a Control Selection Item


This option enables you to define other labels for a Control Selection item. For example if you
named the Control Selection Top Secret, you could have alternate label TS. This enables you to
use abbreviations in Subject Labels and Body Tags.

1. Right click on the Control Selection item to which you want to add alternate labels and
select Edit.

2. Enter an alternate label in the Alternate Labels text box.

You can enter as many Alternate Labels as required. Separate them with a carriage
return.

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11.1.2 Adding a Calendar Control Selection Item to a Control


Definition
Use this procedure to create a Calendar Control Selection Item.
1. Right-click on the Calendar Control Definition name in the left pane. Select Create
Control Selection Item.

The Calendar Control Add Selection window appears.

2. Enter a name for the Control Selection Item in the Name text box.

3. Enter a brief description of the Control Selection that aids users in classifying emails in
the Tooltip text box.

4. Select the Manual Date radio button to enable the user to enter a date manually.

5. Select the Today plus radio button to enable the user to choose a date that is
dependent on the current date, plus certain number of days or years from the current
date.

Creating the Control Selection Items 39


TITUS Message Classification version 3.8

11.2 Editing a Control Selection Item


Use this procedure to edit a Control Selection Item.

1. Right click on the Control Selection Item that you want to edit and select Edit.

The Edit Selection dialog appears.

2. Edit the Control Selection Item as required.

See, Adding Control Selection Items to a Control Definition in this document for more
information.

3. Click the OK button to save the updates.

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11.3 Inserting a Control Selection Item


Use this procedure to insert a Control Selection Item.

1. Right click on the Control Selection Item that will appear below the new Control
Selection Item.

2. Select Insert Control Selection Item.

The Add Selection dialog appears.

3. Add the Control Selection Item.

See, Adding Control Selection Items to a Control Definition in this document for more
information.

Creating the Control Selection Items 41


TITUS Message Classification version 3.8

11.4 Setting a Control Selection Item as the Default


Use this procedure to create a default Control Selection. This feature automatically classifies
emails with the default Control Selection Item.

If Force Selection is enabled for the Control Definition, the Make Default selection for the
Control Selection Item is disabled and can not be selected. See, Enabling/Disabling Force
Selection in this document for more information.

1. Right click on the Control Selection Item that you want to set as Default and select Make
Default.

In the example above, emails in Microsoft Outlook for Web App are by default classified
as General Business.

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11.5 Changing the order of Control Selection Items


The order shown on the Control Definitions tab is the same order displayed to the TITUS
Message Classification for Microsoft Outlook Web App users. Use this procedure to change the
order of the Control Selection Items.

The order of the Control Selection Items in the tree defines how the Downgrade option
operates. The downgrade action is invoked if a user attempts to select an Item that is listed
above the current Control Selection Item in the Control Definition tree. For more information
see, Viewing the On Downgrade Message settings in this document.

1. Click on the Control Definitions tab.

2. Right-click on the Control Selection Item you wish to move.

3. Select:

Top to move the Control Selection Item to the top of the list.

Up to move the Control Selection Item up one level.

Down to move the Control Selection Item down one level.

Bottom to move the Control Selection to the bottom of the list.

Creating the Control Selection Items 43


TITUS Message Classification version 3.8

11.6 Deleting a Control Selection Item


Use this procedure to delete a Control Selection Item.

1. Right click on the Control Selection Item that you want to delete and select Delete.

2. Click the Yes button to delete the Control Selection Item.

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12 Creating Policy Groups


A Policy Group is made up of one or more Policy Items. Once applied to a Policy Group, Policy
Items can be configured to enforce the business rules related to email distribution in your
organization. Policy Groups are then applied to individual Control Selection Items or Control
Definitions.

Grouping Policy Items together into Policy Groups enables the Administrator to set up and
administer the Policy framework.

TITUS Classification for Microsoft Web App provides the option of disabling or enabling task
support. By default task support is enabled. For more information see Section 13.1.2,
Disabling/Enabling Calendar Support.

12.1 Task and Calendar Item Support


The following table lists the TITUS Policies that support Task and Calendar Items.

When task support is enabled, tasks can be classified using TITUS Classification for Outlook Web
App. Not all TITUS Policies can be applied to tasks. See Section 13.1.3, Disabling/Enabling Task
Item Support for more information.

The supported Policies are applied to Calendar items only when Calendar support is enabled.
See Section 13.1.2, Disabling/Enabling Calendar Support for more information.

TITUS Policy Tasks Item Support Calendar Support

Body Tagging

Custom X-Header *

Reject

S/MIME Sign/Encrypt

Safe Recipients

Subject Labelling

Warn on Send

*Custom X-Headers are supported as public strings.

Creating Policy Groups 45


TITUS Message Classification version 3.8

Use this procedure to create a Policy Group.

1. Click on the Policy Groups tab.

2. Right click on Policy Groups and select Create Policy Group.

The Add Policy Group window appears.

3. Enter a name for the Policy Group in the Policy Name text box.

4. To add a Policy Item to the Policy Group, click on the Policy Item name in the Available
text box and click on the move arrow ( ).

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The selected Policy item moves to Applied List box.

The bottom part of the Add Policy Group window displays the options that can be
configured for the selected Policy in the Applied list box.

When you click on a Policy option a brief description of the option is provided.

5. To add additional Policy Groups, repeat steps 1 through 3 in this procedure.

A Policy Group is made up of one or more Policy Items. Add as many Policy Items that
are required to create the Policy Group.

Creating Policy Groups 47


TITUS Message Classification version 3.8

12.2 About the Body Tagging Policy


When applied, the Body Tagging Policy displays the email classification in the body of the
message using HTML or plain text tags. The Body Tagging Policy is used to create variable
properties that are replaced with the actual values when the message is sent.

In order to display additional information fields before or after the message text, TITUS Message
Classification for Microsoft Outlook Web App supports replaceable parameters and additional
formatting options, including HTML.

12.2.1 Configuring the Body Tagging Policy


Use this procedure to configure the Body Tagging Policy Item. For instructions on how to add a
Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on Body Tagging in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click on Tag Location to enable the ellipses button ( ).

3. Click on the ellipses button and select the:

Top checkbox to place the tag at the top of the message.

Bottom checkbox to place the tag at the bottom of the message.

Both the Top and Bottom check boxes to have the tags placed at the top and bottom of
the message.

4. Click in the text box beside the Body Tag option and enter the HTML code or plain text
to create the tag.

Or

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5. Click on Body Tag to enable the ellipses button ( ).

6. Click in the ellipses button to view the Edit tag / HTML Editor window.

7. Click the dropdown icon ( ) to select the Field Codes to include in the Body Tagging
Policy.

8. Select the required Field Codes from the list displayed.

The list of Field Codes displayed reflects the Control Definitions that you created in your
Control Configuration and the built-in field codes. For more information see Field
Codes.
The Policy Group containing the Body Tagging Policy Item must be added to the Control
Definition or Control Selection Item before it is enabled.

Creating Policy Groups 49


TITUS Message Classification version 3.8

Note: HTML formatting in body tags is automatically removed for plaintext messages. If
your organization does not allow HTML in messages, you can still use the Body Tagging
feature. The formatting will be removed by TITUS Message Classification for Microsoft
Outlook Web App when the message is sent.

12.3 About the Custom X-Headers Policy


When applied, the Custom X-Headers Policy allows the Administrator to specify additional X-
Headers for message classification metadata. TITUS Message Classification for Microsoft
Outlook Web App stores classification metadata in the X-Headers of Internet emails.

12.3.1 Configuring the Custom X-Header Policy


Use this procedure to configure the Custom X-Header Policy Item. For instructions on how to
add a Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on Custom X-Header in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click in the text box beside Name and enter a name for the Custom X-Header Attribute.

If you do not enter an X before the name, TITUS Message Classification for Microsoft
Outlook Web App will add it to the message for you. The name should reflect the
information to be embedded in the header.

3. Click in the text box beside the Header Tag option and enter the text to create the tag.

If entering more than one header tag, use spaces to separate the tags, not line breaks or
other control characters.

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Or

4. Click on Header Tag to enable the ellipses button ( ).

5. Click in the ellipses button to view the Edit tag window.

6. Click the dropdown icon ( ) to select the Field Codes to embed in the Custom X-
Header.

The list of Field Codes displayed reflects the Control Definitions that you created in your
Control Configuration and the built in field codes. For more information see Field
Codes.
7. Select the required Field Codes from the list displayed. You do not have to put a
separator between the options that you choose. If you choose to put a separator, use a
space, not a line break or any other control character.

This information appears in emails sent by the users in your domain.

Creating Policy Groups 51


TITUS Message Classification version 3.8

12.4 About the Reject Policy


When applied, the Reject Policy (also known as the Outlook Web App Prevent Policy) allows
your organization to provide the convenience of web email (Outlook Web App) to all employees,
but restricts the type of information that can be viewed.

This Policy is intended for organizations that use both OWA and Microsoft Outlook. The Reject
Policy prevents users from viewing sensitive messages in OWA.

TITUS recommends that a Warn on Send Policy is created to prevent OWA users from authoring
messages that they are not able to view. For more information see Section 12.8.1, Configuring
the Warn on Send Policy.

The Reject Policy can prevent the following items from being viewed based on the classification
selected by the user:

Email messages
Drafts
Tasks
Calendar Items

Note: The Reject Policy can only be applied to drop-down Controls.

In Exchange 2010, when conversation view is enabled, conversations will be rejected in the
preview pane if any individual message is rejected.

For Exchange 2010 the Preview Pane will always display the Policy warning message when the
Reject/ OWA Prevent Policy is applied. The default Policy warning message is, This action has
been blocked.See Section 13.6, Viewing the Reject settings for information about how to
configure the Reject options. These settings are used in combination with the Reject Policy to
accommodate your organizations business rules.

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12.4.1 Configuring the Reject Policy


Use this procedure to configure the Reject Policy Item. For instructions on how to add a Policy
Item to a Policy Group, see Creating Policy Groups in this document.

Note: The Reject Prevent Policy can only be applied to drop-down Controls.

The Reject Policy requires the full Outlook Web App client. Users who sign on using the Outlook
Web App Light client (also called Basic Outlook Web App client) will not be prevented from
seeing certain messages. See Enabling/Disabling OWA Light in this document for more
information.

1. Click on Reject in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Enter the text you wish to be displayed when a user attempts to view an email that is
disallowed. The default message is, This action has been blocked.

3. Click on Reject Message to enable the dropdown button ( ).

4. Click on the dropdown button and enter the required message in the text box.

The default message is, This action has been blocked.

Note: If the Reject settings in Global Options are enabled (see procedure 13.6, Viewing
the Reject settings for more information) and the Reject Policy is applied to a Control
or Control Selection Item, the warning text set in the Global Option overrides the Policy
message.

The Policy and Global Option default text is the same.

Creating Policy Groups 53


TITUS Message Classification version 3.8

12.5 About the S/MIME Sign and S/MIME Encrypt Policy


When applied, the S/MIME Sign and S/MIME Encrypt Policy automatically S/MIME encrypts and
digitally signs email messages based on their classification level.

S/MIME Sign and Encrypt Policies are only applied when the user has logged in to TITUS
Message Classification for Web App using Internet Explorer. In addition the S/MIME add-on
must be present and enabled.

The Administrator can specify that all messages matching a specified Control Selection Item (for
example, CONFIDENTIAL) are automatically encrypted or digitally signed. TITUS Message
Classification for Microsoft Outlook Web App utilizes the S/MIME capabilities of Outlook Web
App to perform the encryption or signing of the email message. This feature requires the
previous installation of email certificates, or the implementation of a public key infrastructure
(PKI) such as the Microsoft Windows Server 2003 PKI or an Entrust PKI.

12.5.1 Configuring the S/MIME Sign and S/MIME Encrypt Policy


Use this procedure to configure the S/MIME Sign/Encrypt Policy Item. For instructions on how to
add a Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on S/MIME Sign/Encrypt in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click on S/MIME Option to enable the ellipses button ( ).


3. Click on the ellipses button and select the:
Sign checkbox to digitally sign designated messages.
Encrypt checkbox to encrypt designated messages.
Both the Sign and Encrypt check boxes.

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12.6 About the Safe Recipients Policy


When applied, the Safe Recipients Policy defines domains to which users can send emails.

This feature can be used to prevent users from sending emails to domains that are not
specifically trusted. Safe Recipients ensures that recipients are in approved email domains for
the selected classification. For example, a safe recipient policy could specify that INTERNAL USE
ONLY email should only be sent to employees within the organization.

12.6.1 Configuring the Safe Recipients Policy


Use this procedure to configure the Safe Recipients Policy Item. For instructions on how to add a
Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on Safe Recipients in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click on Action on Fail to enable the dropdown button ( ).

Creating Policy Groups 55


TITUS Message Classification version 3.8

3. Click on the dropdown button and select:

Ignore to ignore when one or more recipients lack the required privileges to receive the
message. The sender does not receive a warning message.

Warn to warn the sender that one or more recipients lack the required privileges to
receive the message. The user is allowed to send the message after viewing the
warning.

Prevent the user from sending a message when one or more recipients lack the required
privileges to receive the message.

The default is Warn.

4. Click on Domains.

If you choose to check the recipients against the domain to which they belong, you can
define the allowed domains in this field.

5. Click on Message to enable the ellipses button ( ).

6. Click on the ellipses button and enter the required message.

You can define a message that is displayed in the warn and prevent situations. The
default message is, One or more recipients lack the required privileges to receive this
message..

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12.7 About the Subject Labeling Policy


When applied, the Subject Labelling Policy defines how the labels appear in the subject line of
an email message or task. This label can be created in plain text only not HTML. You can define
more than one subject label for a Control Structure.

12.7.1 Configuring the Subject Labeling Policy


Use this procedure to configure the Subject Labelling Policy Item. For instructions on how to add
a Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on Subject Labeling in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click on Tag Location to enable the ellipses button ( ).

3. Click on the ellipses button and select the:

Before checkbox to place the tag before the subject of the email or task.

After checkbox to place the tag after the subject of the email or task.

You can select Before and After so that the tag appears before and after the subject of
the email or task.

The default is Before.

4. Click on Bracket to enable the dropdown button ( ).

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TITUS Message Classification version 3.8

5. Click on the dropdown button and select:

[ (square) to select a square bracket to surround the label.

( (round) to select a round bracket to surround the label

{ (curly) to select a curly bracket to surround the label

6. Click in the text box beside the Subject Tag option and enter the HTML code or plain
text to create the tag.

If entering more than one subject tag, use spaces to separate the tags, not line breaks or
other control characters.

Or

7. Click on Subject Tag to enable the ellipses button ( ).

8. Click in the ellipses button to view the Edit tag window.

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9. Click the dropdown icon ( ) to select the Field Codes to configure the Subject Labeling
Policy.

The list of Field Codes displayed reflects the Control Definitions that you created in your
Control Configuration and the built in field codes. For more information see Field
Codes.
10. Click on as many of the values as you would like to appear in the Subject Label of emails
and task sent by your organization. You do not have to put a separator between the
values.

You can create as many Subject Labeling policies as required. Two is the most common
multiple construction one before the subject of the email or task and one after the
subject of the email or task.

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TITUS Message Classification version 3.8

12.8 About the Warn on Send Policy


When applied the Warn on Send Policy displays a message when the content of the email does
not meet the requirements of its classification.

When the user selects certain classifications, TITUS Message Classification for Microsoft Outlook
Web App can display a warning dialog. As an example, an organization could display a warning
to users every time they send an email from TITUS Message Classification for Microsoft Outlook
Web App with a classification of SECRET.

12.8.1 Configuring the Warn on Send Policy


Use this procedure to configure the Warn on Send Policy Item. For instructions on how to add a
Policy Item to a Policy Group, see Creating Policy Groups in this document.

1. Click on Warn on Send in the Applied Policy list box.

The Policy Properties box on the Add Policy Group window displays the configuration
items for this Policy Item.

2. Click on Message to enable the ellipses button ( ).

3. Click on the ellipses button and enter the required message.

The default message is, Please ensure that the content of this message complies with
required policy for the selected classification level. Do you wish to continue?.

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13 Configuring the Global Options


The Global Options tab is used to create, enable, and/or customize the TITUS Message
Classification for Microsoft Outlook Web App features.

13.1 Viewing the Add-in settings


Use this procedure to view the list of Add-in settings available on the Global Options tab. Add-in
settings allow the Administrator to disable and enable TITUS Message Classification for
Microsoft Outlook Web App and the add-in capabilities associated with the software.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon beside Add-in Settings to view the complete list of options.

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13.1.1 Disabling/Enabling TITUS Classification


Use this procedure to disable or enable TITUS Message Classification for Microsoft Outlook Web
App. Select No to temporarily stop the TITUS Message Classification for Microsoft Outlook Web
App from loading when Microsoft Outlook for Web App is launched. This is typically done for
troubleshooting purposes. This option must be set to Yes in order for TITUS Message
Classification for Microsoft Outlook Web App to run.

By default the TITUS Message Classification for Microsoft Outlook Web App is set to Yes.

1. Click on Enable TITUS Classification to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

No to disable the feature.

Yes to enable the feature.

13.1.2 Disabling/Enabling Calendar Support


Use this procedure to disable or enable TITUS Message Classification support for Calendar items
that users create in Outlook Web App.

By default Calendar Support is set to Yes.

1. Click on Enable Calendar Support to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

No to disable the feature.

Yes to enable the feature.

13.1.3 Disabling/Enabling Task Item Support


Use this procedure to disable or enable TITUS Message Classification support for tasks that users
create in Outlook Web App.

By default Task Item Support is set to Yes.

3. Click on Enable Task Item Support to enable the dropdown button ( ).

4. Click on the drop-down arrow and select:

No to disable the feature.

Yes to enable the feature.

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13.2 Viewing the list of Select Dialog settings


Users are presented with the text in this field when they try to save or print an email before it
has been classified. This dialog enables the user to view and select from the complete
classification hierarchy.

Once the email has been classified, the text does not appear automatically on future saves and
sends.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the complete list of Select Dialog Settings.

13.2.1 Creating Select Dialog Text


Use this procedure to create a short instructional message that is displayed to the user. For
example, it can say Please select a classification level. The default text is, Please select
Classification level(s).

1. Click in the text box beside the Select Dialog Text option.

2. Enter the Select Dialog Text required for the Microsoft Outlook Web App users.

13.2.2 Creating Selection Text


Use this procedure if you have enabled Force Select for any level of classification. This text
prompts users to select a classification. For more information see, Enabling/Disabling Force
Selection in this document.

1. Click in the text box beside the Selection Text option.

2. Enter the Selection Text required for the TITUS Message Classification users.

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TITUS Message Classification version 3.8

13.3 Viewing the list of Help Options


These options are related to the Help option on the TITUS Message Classification for Microsoft
Outlook Web App toolbar.

The Help option allows the Administrator to provide a description of the available Control
Definitions and Control Selection Items to the Outlook Web App users. When enabled, the Help
button launches a web browser and opens a Help Page. This page typically provides information
about the organizations email classification policy. Development of the Intranet web page is a
customer responsibility.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the complete list of Help Option settings.

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13.3.1 Disabling/Enabling the Help feature


Use this procedure to enable or disable the Help feature. By default the Help feature is set to
No.

1. Click on Enable Help to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

Yes to enable the feature.

No to disable the feature.

13.3.2 Creating a Help Button ToolTip


Use this procedure to create a customized message that is displayed to users when they hover
their mouse over the Help button. If you leave this blank, no message is displayed.

1. Click in the text box beside Help Button ToolTip and enter the required text.

13.3.3 Creating a Help URL


Use this procedure if you are using the Help feature. The Administrator can enter the URL of a
customized HTML page. This page is developed by the customer and typically contains
information about the organizations classification policy.

1. Click in the text box beside Help URL and enter the Help URL in the text box.

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13.4 Viewing the On Downgrade Message settings


The On Downgrade Message settings are used to define the action that the system will take if a
user attempts to downgrade the classification level (Control Selection Item) of an email. This
tool also allows the Administrator to create the messages that the user sees in the warn or
prevent situation.

Note: In TITUS Message Classification for Microsoft Outlook Web App, you can customize these
messages for particular scenarios at the Control Definition level.

Use this procedure to view the list of On Downgrade settings.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the complete list of On Downgrade Message Settings.

13.4.1 Creating a Downgrade Ask Message


Use this procedure to create a warning message that is displayed to users when they attempt to
downgrade the classification level (Control Selection Item) of an email.

This message applies only to Control Definitions that have been configured to enable users to
ignore the warning and send the email. For more information see, Selecting the On Downgrade
Action in this document.

The default message is, You are attempting to downgrade the classification level. Are you sure
you want to do this?.

1. Click in the textbox beside Downgrade Ask Message.

2. Enter the Downgrade Ask Message for the Microsoft Outlook Web App users to read.

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13.4.2 Creating a Downgrade Prevent Message


Use this procedure to create a message that is displayed to users when the Control Definition
has been configured to prevent a downgrade attempt.

This message applies only to Control Definitions that have been configured to enable users to
prevent users from downgrading the email classification level. For more information see,
Selecting the On Downgrade Action in this document.

The default message is, You may not downgrade the classification level from that of the
original.

1. Click in the textbox beside Downgrade Prevent Message.

2. Enter the Downgrade Prevent Message for the TITUS Message Classification for
Microsoft Outlook Web App users to read.

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TITUS Message Classification version 3.8

13.5 Viewing the OWA Light setting


When enabled this option allows users to login using Outlook Web App Light.

When a user logs into Outlook Web App Light using OWA Light TITUS Message Classification for
Microsoft Outlook Web App does not operate.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the OWA Light setting.

13.5.1 Enabling/Disabling OWA Light


Use this procedure to enable/disable Outlook Web App Light.

TITUS Message Classification for Microsoft Outlook Web App requires that the full Outlook Web
App client (also called Premium Outlook Web App client) is selected by user when they login. If
you are using form-based authentication, any users who are able to change the default option
from the full Outlook Web App client to Outlook Web App Light client will not see TITUS
Message Classification for Microsoft Outlook Web App. If OWA Light is disabled users will not
have the option to select OWA Light when logging in.

By default Outlook Web App Light is set to No.

1. Click on Enable OWA Light to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

Yes to enable the feature.

No to disable the feature.

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13.6 Viewing the Reject settings


This section includes the settings that allow the Administrator to define when a Microsoft
Outlook for Web App item should be rejected. These settings can be configured to reject
unmarked items and items that contain an attachment.
When enabled, the Reject Attachment settings prevent the following items from being viewed:
Email messages
Drafts
Tasks
Meeting requests
Meetings
Appointments
The following table describes the Reject Attachment behavior in Outlook Web App.

OWA Item Type Action Performed by the User Reject

Messages From inbox pane, open message in reading pane Yes

From inbox pane, open message from new mail Yes


notification

From inbox pane, right click and forward message Yes

From inbox pane, right click and reply to message Yes

Drafts From drafts folder, open draft Yes

Tasks From inbox pane, open task Yes


* Note: Tasks which did not have an attachment when forwarded will
also be rejected in the inbox view because a task is forwarded as a
message with an attachment.

From tasks, view task in reading pane Yes

From tasks, right click and perform any action (open, Yes
forward and forward as attachment)

Meeting Requests From inbox pane, open a meeting request Yes

Calendar From calendar, open an appointment in reading pane Yes

From calendar, right click and perform any action (reply, Yes

Configuring the Global Options 69


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reply all and forward)


See Section 12.4.1, About the Reject Policy for more information. The Policy is used in
combination with the Reject settings to accommodate your organizations business rules.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the complete list of Reject Settings.

13.6.1 Enabling/Disabling Reject Unmarked


Use this procedure to enable/disable Reject Unmarked. This setting allows the Administrator to
determine if Outlook Web App users can view unclassified items. When this feature is enabled
unclassified items can not be viewed.

By default Reject Unmarked is set to No.

1. Click on Reject Unmarked to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

Yes to enable the feature.

No to disable the feature.

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13.6.2 Enabling/Disabling Reject Attachments


Use this procedure to enable/disable Reject Attachments. This setting prevents items with
attachments from being viewed.
By default Reject Attachments is set to No.

1. Click on Reject Attachments to enable the dropdown button ( ).

2. Click on the drop-down arrow and select:

Yes to enable the feature.

No to disable the feature.

13.6.3 Creating a Reject Prevent Message


Use this procedure to customize the Reject Prevent Message. This setting enables you to create
a message that is displayed to the user when an item is rejected.

1. Click on Reject Message to enable the dropdown button ( ).

2. Click on the drop-down arrow and enter the required Reject Message.

The default message is, This action has been blocked.

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TITUS Message Classification version 3.8

13.7 Viewing the Multiuser Configuration Settings


The Multiuser Configuration feature allows the Administrator to distribute TITUS Configuration
files (.tl) to users based on Active Directory Group Membership and/or Active Directory User
Attributes.

This feature is available only in the Ultra Edition of TITUS Message Classification for Microsoft
Web App.

1. Click on the Global Options tab.

A list of Global Options appears.

2. Click the plus icon to view the Multiuser Configuration setting.

13.7.1 Inserting a TITUS Configuration File into the Multiuser


Configuration Editor
Use this procedure to insert a TITUS Configuration file into the Multiuser Configuration Editor.

The default file, TMCWA.tl is distributed to users when the conditions associated with the other
.tl files are not satisfied. The default file always exists at the bottom of the list of files.

1. Click on Multiuser Configuration to enable the ellipses button ( ).

2. Click on the ellipses button and right click on TMCWA.tl.

3. Click on Insert File.

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The Add File Section appears in the window.

4. Enter the name of the .tl file you wish to add in the text box and click the Add button.

The .tl files you have added will appear in the Configuration Files list.
Note that the Configuration files are evaluated from top to bottom. The first
configuration file that contains no conditions or contains conditions that are evaluated
as true is applied to the user.
The order of the configuration files can be edited by selecting and right clicking on a file.

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TITUS Message Classification version 3.8

13.7.2 Adding an Active Directory Group Condition


Use this procedure to associate a condition based on Active Directory Group Membership with a
TITUS Configuration file.

The condition must be evaluated as true in order to distribute the TITUS Configuration file to a
user.

The condition created must be based on an Active Directory Security Group type. Conditions
created based on a Distribution Group type will not be evaluated.

1. Right click on a Configuration file and select Add Group Condition.

2. From the list of options select:

Member of Any to create a condition based on the users membership in any of the
listed AD Groups
Member of All to create a condition based on the users membership in all the listed
AD Groups
Not Member of Any to create a condition based on the users lack of membership in
any one of the listed AD Groups
Not Member of All to create a condition based on the users lack of membership in all
the listed AD Groups

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Once you have added the Group Conditions they will appear in the Configuration file list.
3. To add an AD Group right click and select Add Group.

4. In the Add AD Group text box add the Active Directory Group name and click the Add
button.

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TITUS Message Classification version 3.8

The Condition is applied to the .tl file. In this example only members of the SECRET or
TOP SECRET AD Groups will receive the SECRET_Clearance.tl.

Once a Condition is applied to a Configuration file it can be edited or deleted.


The Edit and Delete options are available from the right click menu.

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13.7.3 Adding an Active Directory Attribute Condition


Use this procedure to associate a condition based on Active Directory Attributes with a TITUS
Configuration file.

The condition must be evaluated as true in order to distribute the TITUS Configuration file to a
user.

1. Right click on a Configuration file and select Add Attribute Condition.

2. From the list of options select:

Matches Any to create a condition based on whether or not the user has one of listed
Attributes
Matches All - to create a condition based on whether or not the user has all of the listed
Attributes
Not Matches to create a condition based on whether or not the user does NOT have
one or more of the listed Attributes
Not Matches All to create a condition based on whether or not the user does NOT
have any of the listed Attributes

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TITUS Message Classification version 3.8

Once you have added the Attribute Conditions they will appear in the Configuration file
list.
3. To add an AD Attribute right click and select Add Attribute.

4. In the Add AD Attribute Section enter the Active Directory Attribute Name and Value
and click the Add button.

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The Condition is applied to the .tl file. In this example only users who do NOT have the
Disabled and Breach AD Attributes will receive the TOP_SECRET_Clearance.tl.

Once a Condition is applied to a Configuration file it can be edited or deleted.


The Edit and Delete options are available from the right click menu.

Configuring the Global Options 79


TITUS Message Classification version 3.8

14 Configuring Portion Marking (Ultra Edition feature)


14.1 About Portion Marking
Portion marking enables an email author to apply classifications to individual portions of an
email. For example, one paragraph of an email can be classified as SECRET while the rest of the
email remains GENERAL BUSINESS. If a Portion Mark is added with a higher classification than
the rest of the email, the emails classification is upgraded to the higher level. A Portion Mark
can be defined at many levels of an email such as a sentence, paragraph, table, or image.

Once you have enabled Portion Marking for the appropriate Controls (Refer to Section 10.1.6 ,
Enabling/Disabling Portion Marking for instructions), you can use the Portion Marking tab to
configure the feature specific options.

The Portion Marking tab is enabled only if you have purchased the Ultra Edition of TITUS
Message Classification.

You can make your Portion Mark string as simple or as complex as required, depending on the
needs of your organization. Consider the following configuration:

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The Portion Marking string looks like this:

You can see that both Classification and Sensitivity can be assigned as Portion Marks. In the case
of Classification, an Alternate Label is also defined as part of the Portion Mark. Looking at the
classification SECRET, we see that the Alternate Label is defined as S.

For Sensitivity, a Prefix character has been defined as a slash (/). This is defined right in the
Portion Marking string.

Configuring Portion Marking (Ultra Edition feature) 81


TITUS Message Classification version 3.8

14.2 Configuring Portion Marking


Use this procedure to configure Portion Marking.

Before configuring the Portion Marking feature, Portion Marking for the Controls that you want
to use to create Portion Marks must be enabled. In order to enable this for a Control, edit the
control and select yes for the Enable Portion Marking option. For instructions refer to Section
10.1.6, Enabling/Disabling Portion Marking for a Control Definition.

1. Click on the Portion Marking tab.

14.2.1 Enabling/Disabling Portion Marking


Use this procedure to enable/disable Portion Marking.
The default is No.

1. Click Enable Portion Marking to enable the dropdown button ( ).

2. Click on the dropdown arrow and select:


Yes to enable the feature.
No to disable the feature.

14.2.2 Selecting Enclosing Brackets to Enclose the Portion Mark


Use this procedure to select the enclosing brackets that surround the Portion Mark. The options
are square, round, or curly.

The default is round.

1. Click in the text box beside Enclosing Brackets and select the bracket type that will
enclose the Portion Mark. Select:
[ (square) to select a square bracket to surround the Portion Mark.
( (round) to select a round bracket to surround the Portion Mark.
{ (curly) to select a curly bracket to surround the Portion Mark.
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14.2.3 Creating a Portion Mark String


Use this procedure to create a Portion Mark String.

The Portion Marking String defines the values that will appear in the Portion Mark. You can
choose both the Field Code (Classification fields) and indicate any Alternate Labels for the
selected Field Code.

For example, if you have created a Control Definition that you want to display in a Portion Mark
as an abbreviation such as (S), the Portion Marking string would appear as
{{Classification|Alt=1}}.

Refer to Field Codes for more information about the field code options you can use to create a
Portion Mark.
1. Click on Portion Marking String to enable the ellipses button ( ).

2. Click on the ellipses button to display the Edit tag window.

3. Click the dropdown icon ( ) to select the Control Definition to include in the Portion
Marking String.

Only the Controls that are enabled for Portion Marking appear in this dropdown list. To
enable a Control for Portion Marking refer to Section 10.1.6, Enabling/Disabling Portion
Marking for a Control Definition.

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TITUS Message Classification version 3.8

14.2.4 Customizing the Add Portion Mark Button Tooltip


Use this procedure to define the Tooltip for the Add Portion Mark button.

1. Click in the text box beside Button Tooltip and enter the Tooltip text.

The default text is, Add Portion Mark.

14.2.5 Customizing the Add Portion Mark Dialog Title


Use this procedure to define the Title for the Add Portion Mark Dialog.

1. Click in the text box beside Dialog Title and enter the Dialog title text.

The default text is, Portion Marking.

14.2.6 Customizing the Add Portion Mark Dialog Text


Use this procedure to define the Text for the Add Portion Mark Dialog.

1. Click in the text box beside Dialog Text and enter the Dialog Text.

The default text is, Please select Portion Mark.

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15 Creating the Control Structure


Once you have created the Control Definitions, Control Selection Items, Policy Groups, and
configured the Global Options you can now combine them to create the Control Structure that
TITUS Message Classification for Microsoft Outlook Web App users will use to classify email
messages.

1. Click on the Control Definitions tab.

2. Click on the Control Definition that you want to add to the classification hierarchy.

3. Drag and drop the Control Definition to the Control Structure pane of the
Administration Tool.

4. If you want a classification to be a Sub-control, then drop the classification on top of the
Control Selection item to which it applies.

In the following example, Sensitivity is a Sub-control of SECRET.

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16 Associating Policy Groups with Control Definitions


and Control Selection Items
Policy Groups can be associated with Control Definitions and Control Selection Items. This
enables TITUS Message Classification for Microsoft Outlook Web App to apply the appropriate
Policy when a user selects a classification label.

1. Drag and drop the Policy Group on top of the Control Definition or Control Selection
item to which it applies.

2. If you place the Policy Group in the incorrect spot, right click on the Policy Group and
select Remove.

Each Control Definition or Control Selection Item can be associated with multiple Policy
Groups. You can also add the same Policy Definition to multiple Control Definitions and
Control Selection Items. For example, you may wish to apply the Visual Markings
Policy Group to all your Control Selection Items. You can also assign Policy Groups at the
Control Definition level. This is a quick way of applying Policy Groups to all the Control
Selection Items under a Control Definition.

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17 Saving the Configuration File


The TITUS Message Classification for Microsoft Outlook Web App Configuration file must be
named TMCWA.tl and be saved to a specific directory on the hard drive. The following sections
of this document describe how to create the Configuration file.

1. Select File/Save from the top menu bar.

2. In the dialog box that appears, navigate to the required directory to save the
Configuration file.

The Control Configuration file must be named TMCWA.tl.

The TITUS Message Classification for Microsoft Outlook Web App configuration
file must be named TMCWA.tl. If the Configuration file is renamed, TITUS
Message Classification for Microsoft Web App will not operate.

For Exchange 2010, the file should be located in the directory:

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\Owa

This file contains your custom TITUS Message Classification for Microsoft Outlook Web
App settings, and can be loaded into the Administration Tool at any time. This is done by
clicking Open on the File menu.

3. Click the Save button.

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17.1 Using a Registry Key to Enable the Caching user


password method in Proxy Servers
This procedure is only required if you are deploying TITUS Message Classification for Microsoft
Outlook Web App in a Proxy Server environment.

This feature is available only in the Ultra Edition of TITUS Message Classification for Web App.

The Registry Key is not required on CAS Servers which act as Proxy Clients.

1. Use Registry Editor create the following Registry Key on the Proxy Server:

[HKEY_LOCAL_MACHINE\SOFTWARE\TITUS\Message Classification For Outlook Web


Access]"OWAProxyEnabled"=dword:00000001

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Appendix A - Field Codes


TITUS Message Classification for Microsoft Web App Administrators are able to define the
format of certain fields and the available information within.

Some fields, primarily those related to Body Tags, accept simple HTML formatting tags; while
others accept only plain text tags.

The HTML Editor control is used to allow the Administrator to design the output field, possibly
including formatting, and to select available field codes to insert in the field, the content of
which will be dependent on a variety of properties of the message.

This appendix describes the available Field Codes, when and how they may be used, and
samples of the types of outputs expected.

A Field Code is a token, surrounded by double-braces, such as {{SenderName}}. When a


field is parsed, sequences of double-braces are examined, and the tokens within are processed
and replaced.

Those field codes that have no replacement are removed from the field. Substitution is
attempted in the order: built-in field codes, then item properties, then user properties.

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Built-In Field Codes


{{Subject}}
Replaced with the current subject of the message, before any Subject Tag policies are applied.

Modifiers supported: Prefix, Postfix

{{SenderName}}
Replaced with the name of the current account user, as returned by Microsoft Web App. Note
that in some cases, if a message has been composed to appear to come from a different person,
the information supplied by Microsoft Web App for this field code may not be accurate.

Modifiers supported: Prefix, Postfix

{{SenderEmail}}
Replaced with the SMTP email address of the current account user, as returned by Microsoft
Web App if it is available. Note that there may be many occasions where Microsoft Web App
does not provide this information, in which case this field code will be omitted.

Modifiers supported: Prefix, Postfix

{{SentDate}}
Replaced with current date. This field code supports the Format modifier as described in a
later section. Default format is the Long Date format as set in the users Regional Settings.

Modifiers supported: Format, Prefix, Postfix

{{SentTime}}
Replaced with current time, formatted according to the Long Time format as set in the users
Regional Settings.

Modifiers supported: Prefix, Postfix

{{Attachments}}
Replaced with a list of attachment display names in a list separated by commas. Will also
(optionally) display one or more of the attachment classification properties (if the property
names match what is used in the message).

Modifiers supported: Prefix, Postfix

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{{Recipients}}
Replaced with a list of recipient names and SMTP email addresses (if available), one per line.
This is a list of individual recipients, which may have been extracted from distribution lists on
the message addressing.

Modifiers supported: Prefix, Postfix

Item Property Field Codes (Classifications)


These field codes can be referenced by the controls PropertyName attribute. When this Field
Code is encountered, and the named control attribute exists and has content, the field code is
replaced with the control content. If the control value is empty or missing, the field code is
omitted.

Advanced formatting of the replacement can be done using the Field Code Formatting.

User Property Field Codes


These field codes can be used to reference Microsoft Web Apps UserProperties collection for
properties not under the control of TITUS Message Classification for Web App. For example,
perhaps properties that have been added by other third-party add-ins or forms.
UserProperty types currently supported include olText, olNumber, olYesNo and olDateTime.
Minimal extra formatting is supported, and in the event of any error in processing, these field
codes are omitted.

Field Code Formatting Modifiers


Some field codes support some or all of the following modifiers, which can be used to set up
formatting of the field code and include information other than just the property value.
Modifiers can be included within the field code, after the property name, separated by the |
(vertical bar) character. Order of these modifiers is unimportant.

Alt=
Where Alternate Labels have been set for selection items associated with a control, this
formatting tag can be used to specify the index into the list of Alternate Labels. If an index value
falls out of the range of the Alternate Label list, this modifier is ignored.

Example: You have a property called Classification with a value of UNCLASSIFIED, and one
Alternate Label set as UN. A field code of {{Classification|Alt=1}} will be replaced with UN.

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Format=
The Format field code modifier supports the following values for year/month/day - any other
characters will be left as is. The Format modifier will be ignored for non-date fields.

The default format is equivalent to "yyyy-MM-dd" where yyyy is replaced by the full year (For
example 2014), yy is replaced by a two digit year (For example 14), MMMM is replaced by the
month name (For example January), MMM is replaced by the abbreviation (for example Jan),
MM is replaced by a 2 digit month number (For example 01), dddd is replaced by a day name
(For example. Monday), ddd requires an abbreviation (For example Mon), dd is replaced by a 2
digit day of month number (For example 06).

Note that special characters (such as | and some others) may yield undesired results.
Administrators are encouraged to test their desired formats carefully before deployment.

Example: You have a Date property called Expire On, with a value of 31 December, 2013. A
field code of {{Expire On|Format=yyyy/MMM/dd}} will be replaced with 2013/Dec/31.

Prefix=
Can be used to put some text or HTML formatting codes before the field code value. If the field
code value is empty or missing, the prefix is also omitted. Note, if HTML codes are used, care
must be taken to ensure valid HTML, including closing tags as required.

Example: You have a property name called "Classification" with a value of UNCLASSIFIED. Enter a
field code {{Classification|Prefix=Classification: }}, highlight the whole text including the curly
brackets and then format using the HTML editor, for example select color red, font 10, will result
in "Classification: UNCLASSIFIED" in red with font 10.

Body tag in the Body tag Attributes shows the following.

<html><span style='font-family: Arial Unicode MS; color: Red; font-size:


10pt;'>{{Classification|Prefix=Classification: }}</span></html>

Postfix=
Can be used to put some text or HTML formatting codes after the field code value. If the field
code value is empty or missing, the postfix is also omitted. Note, if HTML codes are used, care
must be taken to ensure valid HTML, including closing tags as required.

Example: You have a property name called "Classification" with a value of UNCLASSIFIED. Enter a
field code {{Classification|Postfix= (Classification)}}, highlight the whole text including the curly
brackets and then format using the HTML editor, for example select color red, font 10, will result
in "UNCLASSIFIED (Classification)" in red with font 10.

Body tag in the Body tag Attributes shows the following.

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TITUS Message Classification for Microsoft Outlook Web App Version 3.6

<html><span style='font-family: Arial Unicode MS; color: Red; font-size: 10


pt;'>{{PropertyName|Postfix=sending}}</span></html>

TokenPrefix=
Used only for multi-select properties. Can be used to put some text or HTML formatting codes
before each part of the multi-select value. If the field code value is empty or missing, the token
prefixes are also omitted. Note, if HTML codes are used, care must be taken to ensure valid
HTML, including closing tags as required.
Example: You have a multi-select property called Releasability with a value of CAN,US,UK
(three selections). A field code of {{Releasbility|TokenPrefix=REL TO }} will result in REL TO
CAN;REL TO US;REL TO UK.

TokenPostfix=
Used only for multi-select properties. Can be used to put some text or HTML formatting codes
after each part of the multi-select value. If the field code value is empty or missing, the token
postfixes are also omitted. Note, if HTML codes are used, care must be taken to ensure valid
HTML, including closing tags as required.
Example: you have a multi-select property called Releasability with a value of CAN,US,UK
(three selections). A field code of {{Releasbility|TokenPrefix=<b>|TokenPostfix=</b>}} will
result in CAN;US;UK.

TokenSeparator=
Used only for multi-select properties. Can be used to put some text or HTML formatting codes in
between each part of the multi-select value. If the field code value is empty or missing, the
token separators are also omitted.
By default, the TokenSeparator attribute for the control itself will be used. This modifier allows
for a common separator for user-interface purposes, and a different one for use in specific fields
(for example, custom X-headers).
Example: You have a multi-select property called Releasability with a value of CAN,US,UK
(three selections). A field code of {{Releasbility|TokenSeparator=/}} will result in
CAN/US/UK.

Field Codes 93
TITUS Message Classification version 3.6

Appendix B - Problem Resolution and Q&A


If you are experiencing problems with TITUS Message Classification for Microsoft Outlook Web
App, please contact TITUS Support by logging onto the support portal @
http://support.titus.com. In order to resolve problems quickly and efficiently, TITUS support will
ask for the version of Exchange you are running, the Windows Server version, the exact build of
TITUS Message Classification for Microsoft Outlook Web App you are running, and a complete
description of the problem.

The TITUS Message Classification for Microsoft Outlook Web App was working but the toolbar
has now disappeared. How do I get it back?

What has likely happened is that a hotfix or service pack has been applied on the Web App
server. Your first option is to try reinstalling our product. If that doesnt work, then you should
remove any Exchange hotfix and then reinstall our product with a supported Exchange
configuration as listed in Supported Microsoft Exchange Platforms.

Users using Web App cannot see classifications sent from Outlook but can see classifications
sent from Web App. Whats going on?

The problem is likely related to the Property Name field setting in the TITUS Message
Classification for Microsoft Outlook Web App Administration tool. If it is not the same as what
was configured for Property Name in the Message Classification for Outlook clients, then
interoperability between the Outlook and Web App classification products will not work
properly.

Why can some people see the toolbar but others can not?

What has likely happened is that the cache on the machines that do not show the toolbar is
using an old version of a file. A quick way to solve this is to remove the stored temporary
internet files from that machine.

Why do special foreign characters such as PROTG turn into PROT=C9G=C9 on the Web App
client?

You have sent a message from the Outlook client using the TITUS Message Classification for
Microsoft Outlook Web App software, which has a classification of PROTG. This classification
is encoded as PROT=C9G=C9 due to the special character . TITUS Message Classification Web
App is unable to decode this, and displays the encoded string.

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TITUS Message Classification for Microsoft Outlook Web App Version 3.6

Contact Us

General Information
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Support
Customer Support: Website Support:
[email protected] [email protected]

Problem Resolution and Q&A 95

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