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The Exchange Rules Wizard offers a high degree of flexibility and customization. The Rules and Alerts you create can allow Exchange to handle your email how you prefer. Rules can be created to prioritize, organize, copy, move, and reroute email messages that arrive in your inbox. Be sure and test each rules after you make a change to make certain your messages are being handled properly.

Rules and Alerts can be created and stored on the SPU Exchange Server, and can also be created and stored within a standalone Outllook Client. For SPU students and staff, we recommend that you store the rules on the Exchange server so that they will work regardless of the client you use to read your email (such as Outlook 2003/2007 or Webmail). Rules configured on the Exchange server have the added benefit of running even when Outlook is not open. This can be very beneficial in reducing Inbox clutter.

How To:

Here's and example of how to create a rule in Outlook 2003/2007 to "forward replies to a specific person":

  • From the Tools menu in Outlook 2003/2007, select Rules and Alerts.
  • In the Rules and Alerts dialogue box, you will need to select New Rule .
  • In the Rules Wizard dialogue box, you will need to select Start from a Blank Rule.  It's located towards the top of the window.
    • Highlight Check messages when they arrive and click Next.
  • You'll want to select “With specific Words” and then click specific words, which is in blue underneath “Step 2: Edit the rule Description”
    • Specify the words in the subject line for the messages that you would like to have moved, select Add and then Okay.  Hit the Next button to move to the next step.
  • You'll want to select “Redirect to people or distribution list” and then select people or distribution list down under “Step 2” You can then specify which person you would like to send the e-mail messages to.  Select the Next button once you have chosen the person's address to forward the messages to.
  • Make sure that “Turn on this rule” is selected and then you can hit Finish .  You may need to close and restart Outlook for the rule to take effect, but the rule is in place and any messages pertaining to that subject will be sent to the person you specified.

This rule will leave a copy in your inbox and also forward to another person as the original reply rather than as a forward.

The procedure to create similar rules in Webmail can be found by accessing the Help Content from within the Webmail client.
Common Problems:
The Outlook Rules contain a seemingly infinite number of possibilities. Each rule can have many variables. Please reference Outlook Help for information when creating these rules.
See Also:
Email Client Configuration