Server Rules

What are Server Rules? Server Rules determine what information is synchronized from the server to the device. IT administrators can configure the server rules from the IT Policy Management page of the Administrative Web and push the policies out to users in associated user classes. A Default policy may also be defined for unclassified users.

How are Server Rules assigned to a user account? A set of server policy rules is assigned to a user’s account by the policy set associated with the user class to which the user belongs. If a user is unclassified, the Default IT Policy set determines the user’s policy rule settings.

The Default IT Policy Set is automatically applied to all unclassified users when their accounts are added to the NotifyLink server. The Default IT Policy set of rules can be edited, but not deleted.

Policy Exceptions can be made for an individual user by editing the rules at the user level (User Administration > User IT Policy). Exceptions can also be made by the user from the Client or Mobile Web, provided the policy rule has not been locked.

Locking Policy Rules. IT administrators can deny access to or lock specific server policy rules so that users cannot change them from the Client or Mobile Web. This enables the administrator to enforce corporate policies.

Note: Not all rules apply to ActiveSync device users. See the Device IT Policy Comparison chart for a summary of supported policies for these users.

Server Rules allow you to:

Define user permissions for the NotifyLink Client Web and Mobile Web.	Access Rules
Set a synchronization range for your calendar events and configure control options associated with the Calendar	Calendar Sync Rules
Enable synchronization for your contacts and choose which Address Books to synchronize at the user level.	Contact Sync Rules
Configure options to control the Email traffic to a device and enable/disable PIM synchronization.	Control Options
Configure options for including attachment and recipient information and for setting size limits on email notifications sent to the device.	Notification Format Rules
Configure several layers of the NotifyLink security system and remotely issue device security actions	Security Rules
Enter a signature to be included on every original, reply, or forwarded message sent from a user’s device	Signatures
Enable synchronization and set a synchronization range for tasks and configure control options associated with the tasks.	Task Sync
View and delete email blocks that have been issued from a device. (Available at the user level only.)	Blocks
Choose which email folders NotifyLink should monitor for synchronization. (Available at the user level only.)	Folders

Location: Select IT Policy Management from the Administrative Web Home page.

Highlight the “Default” policy set (or a custom policy set you have created) and click Edit IT Policy.

Navigating the IT Policy List:

Expand an individual group by clicking the to reveal a list of the rules configurable in that group. (See Task Sync Rules in the illustration.)

Click on an individual group title to edit the rule settings.

Policy Synchronization is a way to update all users assigned to a particular set of policy rules, with the policy’s current rule settings.

If the Automatic Push option is checked, any change made to the policy set is immediately synchronized to unclassified users. If Automatic Push is not used, the administrator may click the Synchronize All Unclassified Users button to synchronize changes.

Any policy synchronization, whether automatic or manual, will overwrite policy exceptions with the current settings of the policy rules. The administrator has the ability to view a list of users that have policy exceptions before synchronizing.