Kavi Mailing List Manager Help
Table of Contents
List types are preconfigured templates on which mailing lists are based. Configuration options set for the list type are inherited by every list based upon it. Additional configuration options are available at the list level when adding or editing a list.
Each list type is configured to support specific kinds of mailing lists and use cases. Kavi® Mailing List Manager provides a set of six default list types such as one designed for for public discussion groups and one designed for newsletters.
For instance, an administrator could create several newsletters based on the 'Newsletter' list type. These newsletters would all have different names and descriptions, but would have certain traits in common from having the same underlying list type configuration. In the newsletter example, the list type is configured so that messages to be posted to that newsletter are accepted from everyone, but are all routed to a moderation queue rather than being posted directly to any of the newsletters. This default list type allows the public to subscribe directly via email subscription requests.
Some configuration options set at the list type level are modified at the list level. Using the newsletter example, imagine a mailing list administrator uses the Add a Mailing List tool to create newsletters aimed at different target audiences. Even though the underlying list type allows anyone to subscribe, the administrator uses the 'List Availability' option from the Add a Mailing List tool to override the default list type configuration, and creates one newsletter that is available to the public, another that is available only to subscribers and another that is available only to administrators.
Certain aspects of list type configuration are quite straightforward (e.g., either the list is configured to be available in digest format or it isn't), but other aspects, particularly those pertaining to access control, tend to be complex. Whether you are trying to determine the configuration of an existing list type or create your own, it's easiest to use the options presented through the Mailing List Manager's list type tools, rather than attempt to decipher the ezmlm-make argument string directly (although this information is displayed for use by ezmlm experts).
Here is the easiest way to view list type configuration options if you want to:
- Create a list:
To determine which list types are available to you, use Manage List Types, then study the configuration of an individual list type by clicking the Edit link, which takes you to Edit a List Type to view the list type's configuration option settings.
- Troubleshoot a list:
Manage Mailing Lists displays all mailing lists. Click the Edit link next to the list whose list type you need to know. You can view a list's list type through Edit a Mailing List. Then look the list type up in Manage List Types and click the Edit link to view the list type's configuration option settings through Edit a List Type.
- Edit a list type:
Manage List Types displays all available list types. Click the Edit link next to the list type you want to edit, then reset the desired configuration options through Edit a List Type.
- Create a list type:
Go to Manage List Types and click Add to go to Add a List Type where you can set configuration options for your new list type. If you are basing your list type on an existing list type, you may want to open another browser window or tab and follow the procedure in the previous item 'Edit a list type' so you can view the list type on which yours will be modeled.
Whichever of the preceding paths you took, you will see the same list type configuration options (of course, the option settings will vary). To get a quick grasp of the list type configuration, read each option label and description of the setting. If you don't immediately understand the setting, refer to the page help or click the links in the following sections: List type feature options and List type access control options.
Feature options tend to be intuitive and easy to grasp, whereas access control options are more complex. If you are involved in the more challenging aspects of working with list types—such as adding custom list types or troubleshooting list behavior—you may need to study other help documents that discuss access control in depth, especially List User Levels and Access Control and, if you are working with a moderated list, Moderation.
Each option setting description includes the ezmlm-make arguments that pertain to that setting. This information is included for use by ezmlm experts, but the arguments are also useful for reference purposes, especially when you are dealing with a custom list type rather than the default list types documented here. Some of these arguments are included in the documentation, particularly the -MOU arguments, which work in combination to control who can post to the list. If you want to look up an individual argument in the ezmlm-make argument string, see Ezmlm Quick Reference Guide, but if you want to understand -MOU combinations, you should see the Posting access matrix in the Posting Access Tables document.
Click to learn more:
There are four access control options available at the list type level. One sets access to archives, two set the subscription process and one determines which kinds of users can post messages directly to a list and what happens to messages from other kinds of users. As above, click the link to see an overview of the option, then read the description for more information and links to related documents.
To understand how list types affect list access and which list types are best suited for which use cases, you must understand the basic principals defined in List User Levels and Access Control.
- Archives
-
List type settings determine whether raw archives exist and which users are able to access them. If raw archives don't exist, lists based on this type won't have archives of any kind, since MHonArc derives the web archives from the raw ezmlm-idx archives. All Kavi default list types are configured to have raw archives.
Configuration options that determine whether a list will have web-accessible archives are set at the list level. If the underlying list type has raw archiving enabled, some lists based on this list type might be configured to have web archives while others might not.
List-level configuration also determines who will have access to the web archives. It is common for different levels of list users to have access to web verus raw archives. Generally, access to raw archives is more restricted.
For in-depth information on archives, see Mail Archives, particularly the section on User permissions and archive access.
Archive option interactions:
Archiving options set at the list type level determine whether lists based on this type have archives. If raw archiving is disabled at the list type level, it doesn't matter how the web archive option is set, because it will be ignored.
Assuming the list type is configured to have raw archives, the list will have raw archives available even if web-archiving is disabled at the list level—although access may be restricted to certain levels of list users.
If the list were later reconfigured and web-archiving was enabled, the web archives could include all the content that had been stored in the raw archives.
If web archiving is enabled but is later disabled, the web archives will be deleted. They can later be reconstructed from the raw archives, but any edits that had been performed on the web archives would be lost.
If raw archiving is enabled but is then disabled, the raw archives and any web archives will be deleted.
Web archive access control settings tend to mirror the settings that control the ability to subscribe. For most lists, anyone who is allowed to subscribe and have messages sent to them from the list should be allowed to view those same messages when stored in the web archives.
- Public subscription requests
This is the simplest of the access control options. It should be set to 'yes' if the list type will be used to support lists that are open to the public and 'no' for lists that are closed to the public.
- Subscription Model
-
Most lists use the open subscription model so that users can subscribe directly. Of course, only certain levels of users may be allowed to subscribe. Lists that use the closed subscription model require subscribers to be added by administrators or moderators to assure that unauthorized users don't sign themselves up. This option is used for small, exclusive discussion groups and work groups or for lists used to distribute announcements that may contain sensitive content.
List types that are configured to use a closed subscription model usually also have moderated posting. If this is a public moderated list, the moderator can approve emailed subscription requests as well as approving messages for posting, although there are no default list types configured this way.
- Who can post to the list?
-
This is the most complex of all the list type configuration options. The -MOU arguments work in combination to set who will be allowed to post to the list. There are five possible settings. If you want to look up an individual argument in the ezmlm-make argument string, see Ezmlm Quick Reference Guide, but if you want to understand -MOU combinations, you should see the Posting access matrix in the Posting Access Tables document.
Settings that restrict the ability to post directly can be configured to enforce one of two actions on email received from addresses that don't have direct posting permission: the email can be rejected or sent for moderation. For larger lists, moderating all requests can be an unmanageable option. It is often easier to reject posts from the public, then add select individuals to the Poster List to grant them the same posting privileges as subscribers. For more information, see Moderation.
Before you can select a list type that meets your needs, you must know certain things about your list: its purpose, its target audience, and how open or private it needs to be. Once you know the answers to these questions, you can see which list type fits your criteria. If you can't find one that is an exact fit, you can create a new list type based on one that most closely matches your access control requirements, then reset other options as you like. This is described in the following section, Creating custom list types.
Lists can serve many purposes and many audiences.
The first questions you need to answer are:
What is the general purpose of lists that will be based on this list type?
How inclusive or exclusive is the target audience (i.e., the group served by the list) going to be?
Lists used to publish information, such as those that would be based on the 'Newsletter' and 'Announce Only' default list types, are configured quite differently than list types designed to support discussion groups. In particular, they control access to posting to protect the quality of list content, since (unlike a discussion group) the information distributed through the list will directly reflect on the organization or subgroup. Posting control measures include list user level restrictions and message moderation. If posting will always be handled by a small group of users, the list might only allow moderators to post, as in the 'Announce Only' default list type. If lists of this type want to be more inclusive about who is allowed to post, they can set the list type to accept public posts but send them for moderation, like the 'Newsletter' default list type.
Now consider the audience. Will lists of this type sometimes be used to publish information to the public? If so, the list type must be configured to allow public subscriptions. When an actual list is created, tighter restrictions based on user level can be imposed. The 'Newsletter' default list type is configured this way, but the 'Announce Only' type is designed to disseminate potentially sensitive information, so it is configured to apply the most highly controlled subscriber access option, the closed setting in the Subscription Model option.
Large discussion forums are more inclusive and public by nature, and less inclined to limit access to post, subscribe or view archives. However, the more open a list is, the more vulnerable it is to abuse and other diseconomies of scale. There are two public default list types, but only Public Discussion Group allows public users to post messages directly. The other default list type, Moderated Public Discussion Group accepts public posts but sends them for moderation. Both accept public subscribe/unsubscribe requests.
Small forums generally serve exclusive groups that may conduct high-level discussions through the list, so there is an expectation of privacy. This kind of discussion group usually restricts the ability to subscribe to the list and then only allows subscribers to post directly. Posts from lower level users are sent for moderation or rejected.
The Moderated Private Discussion Group default list type allows subscribers and higher level users to post directly but sends messages from the public (i.e., from addresses that aren't on any of its subscriber lists) for moderation. Lists of this type are closed to public subscription requests submitted via email, but depending on the configuration at the list level, will be visible through Members pages or Admin pages. Since the list isn't visible to the public, most senders submitting posts from public addresses will be members who are subscribed under other addresses, or staff or others closely associated with the organization who need to distribute messages to the group served by the list. This list type works well for groups that need to be able to receive posts from non-subscribers, but want to prevent spam or other inappropriate content from being posted to the list. Trusted non-subscribers can be given direct posting privileges by being added to the Poster List.
Another type of configuration that serves private discussion groups well is the Closed Private Discussion Group default list type. This type also allows subscribers to post directly, but posts from the public are rejected (i.e. deleted), rather than moderated. Lists of this type can accept posts from senders who aren't on the subscription or moderator lists if they are manually added to the Poster List. Like the other private discussion group list type, it is closed to public subscription requests and only visible through Members pages or Admin pages, depending on the configuration of the individual list.
Whenever you add a new list type or edit a default type, you are creating a custom list type. Before creating a new list type, you need to be aware that the Kavi Mailing List Manager offers a high degree of flexibility to Super Administrators who want to create new list types, and with flexibility comes responsibility. It is entirely possible to add list types whose configuration makes no sense in the real world, so unless you are an ezmlm expert, it's usually best to base your custom list type on one of the default list types or a preexisting custom type that has been defined for your organization, and only reset those options that require it. Be sure you are familiar with List User Levels and Access Control before proceeding.
The Add a List Type and Edit a List Type tools are only available to super administrators.
The following instructions assume you are going to base your custom list type on an existing list type, and that you will begin by selecting the list type whose access control settings most closely match your needs. The options are presented in order of importance. If you need any more information on any of these options, see Access control options.
Determine how access to posting should be controlled. Select the 'Who can post to the list' option settings that meet your needs (i.e., the -MOU settings).
Determine how you want to control the subscription process. Select the settings you want in the following two list type options: Public subscription requests and Subscription Model.
Determine whether your list type should have archives and how you should control access to the raw archives. See the preceding section on Archives for more information.
Now select a list type where these options have the settings you require. If none of the available types matches all your criteria, select a list type that matches the settings for the first two control points (posting and subscriptions), then configure the list archive settings to meet your requirements.
Once you've been able to identify an existing list type that meets your basic access control criteria, or have found one that is close, most of the heavy lifting is done. Decide whether you will edit an existing type or add a new one. If you are going to edit a list type, see Changing List Type Options and be sure to read the page help before proceeding, because your changes will affect the configuration of any existing lists based on this list type. If you are adding a new list type, begin by reading the page help, set the access control options, then set feature options as desired.
On the odd chance that you need to set options that are not exposed through the tool interfaces, you will have to edit the ezmlm-make string directly, and should only do this if you are an ezmlm expert. See the Ezmlm Quick Reference Guide for information on specific arguments.
When switching an existing mailing list to a different list type through the Edit a Mailing List tool, you need to be sure that you understand the consequences of each change you are initiating. As usual, access control issues are most critical, but even changes involving feature options can be non-trivial.
Compare the new and old list types on a point-by-point basis to identify every option setting that will change, then look up the option in Changing List Type Options. This list can't cover every possible repercussion of changing option settings, but should help give you a heads up on what you might commonly expect to see.
Back to top