Distribution Lists
This article guides you through the EasyLife 365 Mail learning path. The goal of the EasyLife 365 Mail learning path is to increase your understanding of how to work with the EasyLife 365 Admin and demonstrate how EasyLife templates and policies work. This learning path takes you through all of EasyLife's policy stages and actions. The learning path requires four days to complete a full cycle as the EasyLife engine scans run once per day. The individual time required is less then one hour per day.
We want a learning distribution list to have at least two owners. The distribution list's usage has to be confirmed by the owners after one day. We will also configure an access review policy that requires the owners to review members of the distribution list after one day.
Prerequisites
To complete this exercise, there are a few things we will need to have.
- Complete the onboarding.
- You will required a
Notifications Email Address
to which the policies will be configured to send notifications. - Login to the EasyLife 365 Admin to create policies and templates.
- Login to the EasyLife 365 Mail App to use these policies and templates to create resources.
- Observe, over a number of days, the EasyLife 365 Mail Engine applying the policies to distribution lists we created.
Create policies and templates
This part of the exercise is completed in the EasyLife 365 Admin. Sign in to the EasyLife 365 Admin to begin.
Create a policy
As a first step create a new policy to support our learning scenario.
- In the EasyLife 365 Admin go to
Policies
on the main menu and selectDistribution List
. - Click
Create
to create a new policy and hitsave
once you filled out the sections below.
Card
We will begin by configuring the basic details for the policy we want to create.
You will notice that some sections are invalid, as indicated by a warning icon ⚠. The Save Changes
button will remain inactive until all validation issues are resolved. In this case, the validation is highlighting required values that we have not yet supplied. We will proceed to complete the missing information.
- In the
Card
section, set theTitle
to Learning Policy. - Enter a
Description
in the Description field. - As you fill out the details, data validation automatically checks if all required entries are completed. The warning icon on the
Card
section will no longer be displayed. - Set the policy to be active by checking the
Active
box and leave theDefault
box unchecked.
Owners
We will now configure the minimum owner policy. This policy makes sure a distribution list has (at least) a specified number of owners.
- In the navigation section on the left side, select
Owners
. - Enter the
Notifications Email Address
that will get alerted if a distribution list is left without owners. - Turn on the minimum owners policy by enabling the
Enable policy
toggle. - The
Trigger
forMinimum Owners
is by default set to 2.
The Trigger
for Minimum Owners
can be edited on Distribution Lists
. This value cannot be edited for Shared Mailboxes
, Room Mailboxes
and Equipment Mailboxes
.
- Click
Reminders
. - Set
Number of reminders
to2
andInterval between reminders (days)
to1
. - Click
Actions
. - Enter the
Notifications Email Address
that will get alerted if owners don't react to notification emails.
Confirmation
We will now configure the confirmation policy. This policy will ask the owners of a resource to confirm that the resource is still in use after a given number of days.
- In the navigation section on the left side, select
Confirmation
. - Turn on the confirmation policy by enabling the
Enable policy
toggle. - Set the
Trigger
forInterval (days)
to1
. - Click
Reminders
. - Set
Number of reminders
to2
andInterval between reminders (days)
to1
. - Click
Actions
. - Choose the radio button
Delete
.
This will cause the EasyLife 365 Mail Engine to delete this mailbox if no confirmation of continuing use is received from any of the Owners of this distribution list.
Access Review
We will now configure the access review policy. This policy asks owners to review members and owners of the distribution list after a given number of days.
- In the navigation section on the left side, select
Access Review
. - Turn on the access review policy by enabling the
Enable policy
toggle. - Set the
Trigger
forInterval (days)
to1
. - Click
Reminders
. - Set
Number of reminders
to2
andInterval between reminders (days)
to1
. - Click
Actions
. - Choose the radio button
None
.
When configuring the above policies, under Triggers
, we set the trigger interval to 1
. This will allow the EasyLife 365 Mail Engine to scan this distribution list daily which is suitable for testing purposes. However, in practice, you may want to allow longer intervals.
Template Policy
For this Learning Guide we will not look at the template policy. To learn how the template policy works You can visit the following Learning Guide: template policy
Create a template
After creating the policy we continue and create a new template for our learning distribution list.
- In the EasyLife 365 Admin go to
Templates
on the main menu. - Select
Distribution Lists
. - Click
Create
to create a new template.
Card
- In the
Card
section, set theTitle
to Learning Template. - Enter a
Description
in the Description field. - As you fill out the details, data validation automatically checks if all required entries are completed. The warning icon on the
Card
section will no longer be displayed. - Choose a nice color for the card
- Set the template to active by checking the
Active
box. - Leave the text box below
Audience
empty.
Policies
- Navigate to the
Policies
section on the left side. - Select the Learning Policy in the drop down.
- A summary of the policy configuration will be displayed for your awareness.
- Click
Save changes
to create the template.
Execute the learning guide
This part of the exercise is completed in the EasyLife 365 Mail App. Sign in to the EasyLife 365 Mail App to begin.
Now you can start with the following steps of the learning path.
Day One
On Day One we create a new distribution list and remove an owner to make it non-compliant with our policies. This will allow us to see how the EasyLife 365 Mail Engine will notify of this non-compliance and allow us to rectify this.
Create a distribution list
- In the EasyLife 365 Mail App go to
Create
on the main menu. - Scroll to the
Distribution Lists
section. - Click the Learning Template we create in the previous exercise.
- This will launch the distribution list creation wizard.
- Complete the required information. Use values that you will remember as we will need to refer back to this distribution list.
- Click
Next
to navigate to theMembers and Owners
step. - You have to add a second owner because the policy requires minimum of two owners.
- On the
Members and Owners
step, select one additional user.
You are already added as an owner. So you only need to select one additional owner. You will not be able to add a user more than once.
- Change the role of the selected user to "Owner" in the dropdown.
- Click
Let's do it
to queue the distribution list for creation.
The distribution list is created and should now appear under the Distribution Lists
section. Please note that this may take a few minutes to complete the provisioning.
Remove an owner from the distribution list
- In the EasyLife 365 Mail App go to
Distribution Lists
on the main menu. - Wait until the Distribution List appears on this page. You may refresh the page a few times and use the name filter to aid you.
- Click the distribution list you created.
- Navigate to the
Team
section on the left. - Select the
Owners
tab and wait for the data to update. - Click on
Edit
. - Remove the second owner using the corresponding delete button in the permissions table.
- Click
Save
to apply the changes.
At this stage, the distribution list is no longer compliant with the policies that we set up.
Your new distribution list is now created and ready to use in the Exchange Admin Center. Members can be added or removed later, and you can manage various settings for the distribution list as needed.
Day Two
On Day Two we receive a notification from the EasyLife 365 Mail Engine and attempt to rectify the issue. The Owner Count policy marks the distribution list as not compliant because you removed the second owner.
- Check the
Notifications Email Address
for notifications from EasyLife 365 Mail. - Identify the notification for assigning owners to our now non-compliant distribution list.
- Use the button to add a second owner right there from the notification.
Day Three
On Day Three we focus on the confirmation policy. The Confirmation policy marks the Distribution List as not compliant.
- Check the
Notifications Email Address
for notifications from EasyLife 365 Mail. - Identify the corresponding notification for confirming the usage of our now non-compliant distribution list.
- Leave it like this to trigger the confirmation policy action on the next policy scan cycle.
Day Four
On Day Four we focus on the escalation actions taken by confirmation policy. The Confirmation policy marks the distribution list as non-compliant. On Day Three we received a notification with a request to confirm the usage of the distribution list. However, we chose to ignore this notification and did not action it. Our policy is configured to delete distribution lists that are not confirmed according to the policy configuration.
The EasyLife 365 Mail engine removed the Distribution List Learning Distribution List.
- In the EasyLife 365 Mail App go to
Distribution Lists
on the main menu. - Verify that the distribution list is no longer available in the distribution lists collection.
Cleanup
Congratulations! You have completed the EasyLife 365 Mail Distribution List learning path. Please go back to the EasyLife 365 Admin and delete the Template Learning Distribution List Template and the policy Learning Policy.