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Understanding Exchange Policy Enforcement Security : Using Transport Agents in Exchange Server 2010

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3/30/2011 6:43:27 PM
Transport agents are part of the core Exchange Server functionality provided to organizations that allow for policies to be enforced within the messaging platform. Microsoft designed these policies with built-in support for third-party add-ons. This allows other companies to build products that directly integrate with Exchange Server 2010 to scan mail and to run specific tasks on the mail that flows through the system.

At their core, Transport agents are just a programmatic method of performing tasks on mail based on a specified criterion. They can range in complexity from a simple “Forward a copy of all emails sent to this person to this particular email address” to “Apply this equation to this email message to determine whether or not it is spam.”

Understanding the Role of Transport Agents in Policy Management

Transport agents are especially important for companies looking to bring their messaging platform into compliance with specific governmental regulations, as some of the default transport agents, such as journaling or mail retention policies, offer out-of-the-box functionality that is required by many of these regulations. For situations where built-in functionality might not suffice, the field of third-party add-ons to Exchange Server 2010 transport agents is increasing every day, so organizations can deploy a custom agent to perform a specific task.

Prioritizing Transport Agents

Exchange Server 2010 allows administrators to prioritize the order in which transport agents act on a message. As an SMTP message passes through the transport pipeline, different SMTP events are acted out. These events, with names such as OnHeloCommand and OnConnectEvent, happen in a specific order every time, and transport agents set to act upon a specific event will only fire when that event has occurred. After it occurs, however, the priority level can be set, determining which transport agent acts first at that particular juncture.

Changing priority on a specific transport rule is as simple as right-clicking on the rule in the details pane and choosing Change Priority.

Using Pipeline Tracing to Troubleshoot Transport Agents

Pipeline tracing with Exchange Server 2010 transport agents is a diagnostic tool that can be used to send a copy of the mail message as it existed before and after a transport rule went into effect. This copy is sent to a specific mailbox.

To enable Pipeline tracing on an Exchange server, run the following command from the Exchange Management Shell:

Set-TransportServer Server5 –PipelineTracingEnabled $True

where Server5 is the name of the server. To set a specific mailbox to be the pipeline tracing mailbox, run the following command from the shell:

Set-TransportServer Server5 –PipelineTracingSenderAddress [email protected]


where Server5 is the name of the server and only mail from [email protected] is traced through the pipeline.

Pipeline tracing must be enabled on all Hub Transport and/or Edge Transport servers in the topology for it to be useful as a troubleshooting mechanism.

Outlining the Built-in Transport Agents in Exchange Server 2010

Exchange Server 2010 contains built-in support for a wide variety of transport agents. Some of these agents run off of Hub Transport servers, and others run off of Edge Transport servers.

The Hub Transport server role transport agents are as follows:

  • Journaling agent

  • AD RMS Prelicensing agent

  • Transport Rule agent

The Edge Transport server role transport agents are as follows:

  • Content Filter agent

  • Sender ID agent

  • Recipient Filter agent

  • Connection Filtering agent

  • Attachment Filtering agent

  • Address Rewriting Outbound agent

  • Address Rewriting Inbound agent

  • Edge Rule agent

  • Sender Filter agent

  • Protocol Analysis agent

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