CSOv210 en:Configuring Protective E Mail Classification

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Enabling Protective E-Mail Classification

To enable protective e-mail classification on a workstation, a file called "CS4OutlookEmailClassifications.xml" must be placed in the Cryptshare for Outlook program directory, which contains a suitable configuration. The "Cryptshare for Outlook Config Creator" tool is available for creating the configuration. It is available for download in the login area of our website for customers and partners.

Using the Cryptshare for Outlook Config Creator Tool

General

=== Starting the Cryptshare for Outlook Config Creator === Start the Cryptshare for Outlook Config Creator by double-clicking the file CS4OCC.EXE. The tool is available for download in the login area of our website for customers and partners.
=== Create Classification === Click "Create Classification" to create a new CS4OutlookEmailClassifications.xml file.
=== Create Classification Example === Using the button "Create Classification Example", you can create a sample configuration with default values and modify them instead of editing a new empty file. The example configuration includes three classifications for non-confidential, confidential and strictly confidential content.
=== File Menu === Using the File menu, you can create a new CS4OutlookEmailClassifications.xml file, open an existing file, edit the current file or close it.
Server URL Enter the URL of your Cryptshare server. Please note the correct spelling. .
Pre-selected classification Select a classification to be pre-selected when a new e-mail is generated. Select "none" to make no default. Please note that classifications must first be set up in the lower area of the configurator before these can be selected here.
Force Selection If the "Force Selection" option is activated, the user must select a classification. It is then not possible to send the message without selecting a classification. If the "Pre-selected classification" option already has a classification, the user can maintain it and send the message with the default classification. If the pre-selected classification is "none," a user must knowingly select a classification before sending.
=== "None" Selection possible === If this option is activated, the user has the possibility to explicitly assign no classification before the message is sent. This is also possible if, for example, a certain classification is set as default. A name and a help text can be provided for the option to deactivate the classification using the "Label" and "Tooltip" fields.

Create and Manage Classifications

=== Add Classification === The "Add Classification" button can be used to create a new classification level. The available settings for the configuration of a classification level are displayed and can be edited. The ID of this classification level is displayed in the left pane. Up to ten different classification levels can be generated and used.
Delete Classifications Use this button to delete the corresponding classification from the list. Please note that this action cannot be undone.
=== Change order of Classifications === Use this button to move the corresponding classification one position upwards in the list.
=== Label === Enter the description of the classification level here. This will appear on the button in MS Outlook.
=== Tooltip === Enter a short help text, which is displayed when the mouse hovers over the name during the classification selection.
=== Description Text === Enter a detailed info text, which is displayed in the transfer options dialog box when the user has selected a certain classification and sends the message. Show Description Text This option determines whether the "Description Text" should be displayed in the transfer options dialog box or not.
=== Color ID === By choosing "Color ID", you can select a color from a color palette of 25 available Outlook-specific colors for each classification level. The selected color is displayed by the button in the e-mail form when the classification is selected and is also used as a category color for sent e-mails in the "Sent items" folder.
=== Group of recipients === You can now restrict the group of recipients allowed for each classification. This can, for example, prevent accidentally sending messages to the wrong recipients. The recipient group restriction can be achieved by blacklisting or whitelisting recipient addresses and domains for each classification level. As long as the classification is selected, the black- and whitelist is applied even if the e-mail is not sent as a Cryptshare transfer. Please note that the black- overrides the whitelisting.
=== Reference text for email recipient === For classifications, you can insert individual messages in the E-mail to the recipient which describes the selected classification for the recipient. In doing so, specifications can be made for the positioning and design of the texts.
=== Email header tag === For each classification, a header tag can now be set in the metadata of the outgoing E-mail, which can be used as an indicator for subsequent systems to evaluate the selected classification.
=== Show prefix and suffix in email subject === Prefixes or suffixes can be assigned for classifications, which are set before or after the subject of the classified email.
=== Using your own icons ===	=== TODO ===

Managing Transfer Settings

Server Policys define the frame for settings

Please cross-check that the settings which are configured in in classifications stay inside the frame of settings which are defined at the Cryptshare Server Policies.
Two examples:
If you have defined
* a maximum retention period of 14 days, do not allow transfers with a longer retention time in classifications
* that ZIP-File Content is never shown, you shouldn't activate the zip-file content listing in classifications

General information about configuring transfer settings Policy/Activate/Deactivate Specify whether the setting should be controlled by the policy (1) or whether it should be activated (2) or deactivated (3), regardless of policy settings. Checkbox "Changeable" Using the checkbox "Changeable" (4) you can give the user the possibility to change the corresponding setting in the user interface. It then only represents a default value. If the "Changeable" option is deactivated, the setting is made mandatory. The "Changeable" option (4) can only be activated if the "Visible" option (5) is also activated. Checkbox "Visible" The option "Visible" (5) lets you decide whether the corresponding transfer settings option is displayed or hidden in the user interface. Combinations of the options Visible / Changeable Visible Changeable Auswirkung on on The user can see and change the setting. on off The user can see the setting but cannot change it. off on The setting is not displayed and can not be changed by the user. off off The setting is not displayed and can not be changed by the user.
=== Confirm Delivery === Controls the behavior of the option Confirm Delivery.
=== E-mail Encrypted === Controls the behavior of the option Encrypt Message.
=== Subject Encrypted === Controls the behavior of the option Encrypt Subject.
=== Show Filenames === Controls the behavior of the option Expose File Names in Notifications.
=== Show Zip Content === Controls the behavior of the option Show Zip Contents.
=== Use Cryptshare === Defines how the message should be sent when this classification is selected User Decision: The user can decide whether the message should be sent via Cryptshare or as normal email. Mandatory: Cryptshare is used for sending the message. It is not possible to send the message as normal email. Forbidden: Cryptshare can not be used to send the message. The shipping can only take place as a normal email message.
=== Recipient Language === Defines the Recipient Language. If no selection is made ( - ), the set language of the MS Outlook client is automatically selected as the language for notifications to the recipient.
Retention Period Defines the period up to the Expiration Date of the transfer. Enter a value in days. Please make sure that the value entered here does not exceed the retention period set on your Cryptshare server.

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