Implement supervision policies in Office 365

If you are using supervision policies in Microsoft Live@edu, you need to document them prior to the upgrade to Microsoft Office 365 for education, and re-create them after the upgrade.

With Live@edu, Microsoft Exchange Online includes four supervision policies: bad words, anti-bullying, closed campus inbound, and closed campus outbound. By default, the anti-bullying rule is enabled, and the other supervision policies are disabled. With Exchange Online in Office 365, you must create transport rules to implement any supervision policies you want.

Document supervision policy settings prior to the upgrade

Here are the steps for documenting your settings before the upgrade to Office 365. Save screenshots and output files so you can use them after the upgrade.

Using Exchange Control Panel
1. Click Manage My Organization > Mail Control > Rules to see what policies are enabled.
2. Select each enabled rule and document the message conditions, action, and exceptions.
3. To view whether a specific user has any blocked senders or individual exceptions to closed campus policies, go to Manage My Organization > Users & Groups > Mailboxes. Select a user, click Details, and expand Mail Control.

Using Windows PowerShell in Exchange Online (in bulk)
1. To export supervision policy information to a csv, run Get-TransportRule | export-csv <path to file>
Here's an example:

Get-TransportRule | export-csv C:\Desktop\EduSupervisionPolicies.csv

    2. To document individual exceptions to closed campus rules as well as anti-bullying rules, run the following commands:

$header = "Mailbox,Tag,EmailAddress";
$header | out-file ClosedCampusExceptions.csv;
foreach ($mb in Get-Mailbox -ResultSize unlimited)
{
            foreach($entry in Get-SupervisionListEntry -Identity $mb.Identity)
            {
                        $line = $mb.Identity + "," + $entry.Tag + "," + $entry.EntryName;
                        $line | out-file ClosedCampusExceptions.csv -append;
            }
}

Re-create supervision policies after the upgrade

To implement these supervision policies in Office 365, create your own transport rules for each policy that you use. Note that there is a limit of 100 transport rules. For details, see Create a New Rule.

Using Exchange Control Panel
1. Select Manage My Organization > Mail Control > Rules > New.
2. Use the table below to set up transport rules that are functionally equivalent to the supervision policies that were available in Live@edu.

Task	Criteria for rules
Create a closed campus outbound rule.	Under If..., select The recipient is in the scope of...* In the Select Scope dialog box, select Outside the organization and click OK. Under Do the following..., select Reject the message and include the explanation...* In the Create Rejection Message dialog box, type You can’t send email to people outside this organization. and click OK. To rename the rule you are creating, click More Options and enter a name under Name of rule. Click Save. Note: To add exceptions to this rule, click More Options, click Add Exception, and select the exception you want to add.
Create a closed campus inbound rule.	Under If..., select The sender is in the scope of...* In the Select Scope dialog box, select Outside the organization and click OK. Under Do the following..., select Reject the message and include the explanation...* In the Create Rejection Message dialog box, type You can’t send email to people in this organization. and click OK. To rename the rule you are creating, click More Options and enter a name under Name of rule. Click Save. Note: To add exceptions to this rule, click More Options, click Add Exception, and select the exception you want to add.
Create a bad words rule.	Under If..., select The subject or body includes...* In the Specify Words or Phrases dialog box, for each word or phrase you want to block, type the word or phrase in the text field and hit Enter. Click OK when you have finished specifying words or phrases. Under Do the following..., select Reject the message and include the explanation...* In the Create Rejection Message dialog box,type This message contains inappropriate language that’s not permitted by the organization. and click OK. To rename the rule you are creating, click More Options and enter a name under Name of rule. Click Save. Note: To add exceptions to this rule, click More Options, click Add Exception, and select the exception you want to add.
Create individual anti-bullying rules.	For any anti-bullying sender-recipient pairs you identified before upgrade, complete the following steps: Under If..., select The sender is...* In the Address Book dialog box, double-click the user or distribution group identified as a bully. You may select multiple users or groups. Click OK when you have finished specifying users or groups. Click More Options and then Add Condition under If... Select the recipient...* and then select is this person or select is a member of this group... In the Address Book dialog box, double-click the user or distribution group that should not receive email from the bully identified in step 2. You may select multiple users or groups. Click OK when you have finished specifying users or groups. Under Do the following..., select Block the message..* and then select Reject the message and include the explanation... In the Create Rejection Message dialog box, type You’re not allowed to send email to this person. and click OK. To rename the rule you are creating, enter a name under Name of rule: Click Save. Note: To add exceptions to this rule, click Add Exception, and select the exception you want to add.

Implement supervision policies in Office 365

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Document supervision policy settings prior to the upgrade