Difference between revisions of "Opt Some In"

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(Updated to my method, as per Dianne's request)
 
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In a situation where you have a small number of addresses you wish to opt-in for email filtering use the process below.
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Some administrators will wish to have a small number of addresses opted-in for email filtering with the default setting to be opt-out.
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If you are using an on-premise appliance, please see section 5.6 for CanIt-Pro or 6.6 for CanIt-Domain-Pro in the Administration Guide for instruction on how to do this.
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For Hosted CanIt do the following:
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<ol>
 
<ol>
<li>Create an OptOut stream and opt it out:
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<li>Create a special stream:
 
<ol style="list-style-type:lower-roman">
 
<ol style="list-style-type:lower-roman">
<li>In the webui go to Administration->Opt Others In/Out.
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<li>In the WebUI go to Administration->Special Streams.
<li>Enter the name OptOut in the Stream box.
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<li>Enter your preferred name (We will be using OptOut for this example).  
<li>Clearing the Opted-In? checkmark.
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<li>Submit the changes.
<li>Click Submit Changes.
 
 
</ol>
 
</ol>
<li>To set the default for streams to opt-out:
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<li>Set all streams to inherit from the OptOut stream:
 
<ol style="list-style-type:lower-roman">
 
<ol style="list-style-type:lower-roman">
<li>In the webui go to Setup->Address-to-Stream Mappings:
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<li>In the WebUI go to Administration->Inheritance.
<li>Enter * (the asterisk character) for the Address and OptOut for Mapping.
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<li>Make an entry for * (the asterisk character) which inherits from OptOut.
<li>Click Submit Changes.
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<li>If there are any streams that you want opted in initially, create an entry for each that inherit from default.
 
</ol>
 
</ol>
<li>For people you want opted-in for filtering:
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<li>Change the default behaviour to Opt-Out:
 
<ol style="list-style-type:lower-roman">
 
<ol style="list-style-type:lower-roman">
<li>In the webui go to Setup->Address-to-Stream Mappings.
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<li>Change to the OptOut stream with the "Change Streams" link at the top.
<li>For the opt-in email enter the address in the Address box and set the Mapping to the stream value you want.
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<li>Navigate to Preferences->Opt In/Out.
<li>Click Submit Changes.
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<li>Change the behaviour to Opt-Out.
<li>Repeat above for each email address to be opted-in for filtering.
 
 
</ol>
 
</ol>
<li>In the webui go to Setup->Domain Mappings and set the mapping for the domain to "Database".
 
 
</ol>
 
</ol>
Now, only the filtered addresses get their own streams.  Everyone not explicitly listed under Address-to-Stream Mappings goes into the
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unfiltered OptOut stream.
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In the future, when you wish to opt more users in, you will need to create an entry for them in Administration->Inheritance which points to default.
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<div style="float:right; clear:both; margin-right:0.5em">[[Support Wiki | [Home]]]</div>
 
<div style="float:right; clear:both; margin-right:0.5em">[[Support Wiki | [Home]]]</div>
 
[[category:All]][[category:Setup]][[category:Management]]
 
[[category:All]][[category:Setup]][[category:Management]]

Latest revision as of 14:00, 28 October 2015

Some administrators will wish to have a small number of addresses opted-in for email filtering with the default setting to be opt-out.

If you are using an on-premise appliance, please see section 5.6 for CanIt-Pro or 6.6 for CanIt-Domain-Pro in the Administration Guide for instruction on how to do this.

For Hosted CanIt do the following:

  1. Create a special stream:
    1. In the WebUI go to Administration->Special Streams.
    2. Enter your preferred name (We will be using OptOut for this example).
    3. Submit the changes.
  2. Set all streams to inherit from the OptOut stream:
    1. In the WebUI go to Administration->Inheritance.
    2. Make an entry for * (the asterisk character) which inherits from OptOut.
    3. If there are any streams that you want opted in initially, create an entry for each that inherit from default.
  3. Change the default behaviour to Opt-Out:
    1. Change to the OptOut stream with the "Change Streams" link at the top.
    2. Navigate to Preferences->Opt In/Out.
    3. Change the behaviour to Opt-Out.

In the future, when you wish to opt more users in, you will need to create an entry for them in Administration->Inheritance which points to default.