Quick guide to creating rules

This section shows the example of how to create a signature adding rule along some chosen, additional options.

Once the installation of CodeTwo Exchange Rules Family is completed and you have already configured the access rights to rules, you may move on to create your rule. You can either add a new rule straightaway or start with the optional feature and set up the Sent Items Update service first before creating the rule (it will enable seeing the processed messages including a signature in the Sent Items folder of a particular mailbox). In such case, click the Click to change link in the right upper corner of the Administration Panel (Fig. 1.).

ERFamily-MainWindow
Fig. 1. Opening the Sent Items Update configuration window.

The Sent Items Update configuration window should display. Since the application provides support for certain hybrid environments, the Sent Items Update configuration wizard requires to choose proper environment type. For standard, non-hybrid environment select first option (Fig. 2.).

Fig. 2. Choosing proper environment type 

Tip

A complete walkthrough for Sent Items Update service configuration process, covering hybrid environments as well, is available here.

It is strongly recommended to let the program Autodiscover Exchange Server (Fig. 3.) on Server connection page. Next, simply mark Let the program create account automatically (Fig. 4.) checkbox on the Account credentials step.

SIU - Autodiscover
Fig. 3. Using the Autodiscover option.
SIU - automatic creation of account
Fig. 4. Selecting the user account.
On the last page, simply hit the Configure button to start the configuration process. The account for the Sent Items Update service will be created and granted with the impersonation rights. Finally, the application will start the service (Fig. 5.).
 
SIU - done
Fig. 5. The Sent Items Update service has been configured.
As from now every email processed by the program will be visible in the Sent Items folder (the update may not be visible straightaway and can take up to couple of minutes), it is time to create a rule that will add a signature.
 

Click the Add button within the List of rules and choose New rule (clean) from the context menu (Fig. 6.).

ER Family - Creating new rule
Fig. 6. Adding new rule.

A new empty rule will be created. Now choose the name of the rule. Optionally, you can also describe the rule in the Comments field to get the better understanding of its purpose in the future (Fig. 7.).

ER Family - New rule created
Fig. 7. Entering the rule's name and description.

Next, move on to the Conditions tab and define the conditions that, if met, will trigger the signature to be added to mail. First choose the type of condition (Field) than define the Operator and finally set the Value (add additional conditions by clicking the + button). To group the conditions, mark them and then hit the Exchange Rules Family  - grouping button button. In our case the created signature will be added only if both a Sender belongs to the local Built-in Users group and the Recipient is an Internal user or independently if the Recipient is an External User (Fig. 8.).

ER Family - Conditions in quick guide
Fig. 8. Defining conditions that will trigger the rule.

Tip

Learn more about defining conditions and their exceptions and how to group conditions.

Once the set of conditions is defined, click the Actions tab. Next, hit the Add button and from the context menu choose Insert signature (Fig. 9.).

ER Family - Add Insert Signature
Fig. 9. Choosing the Signature adding action.

A new, empty action inserting signature will appear within the List of actions. To compose the signature click the Edit button (Fig. 10.).

ER Family - open signature for edit
Fig. 10. Opening the Editor.

Tip

Instead of creating a signature / disclaimer template from scratch you may also make use of the predefined templates in Template Library. Learn more about the Editor

Once the Editor opens, compose your signature using the variety of available options. In our case we are going to create a simple signature in HTML adding few basic placeholders and removing one of them along the whole row if its content is not present in the Active Directory. To add a placeholder, click the Placeholder button and choose it from the context menu (Fig. 11.).

Exchange Rules PRO - QG7
Fig. 11. Adding placeholders via the Placeholder button.

Info

If you do not want to add placeholders automatically, you can also add them within the Editor by typing manually. Furthermore, if you want to add new placeholders (that are not present in the program by default) you may create them via Additional AD attributes (custom placeholders) feature in Settings. Once created they will be visible in the context menu of the Placeholder button in the Editor under Message Sender at the very bottom.

After setting up the content of your signature, you may want to decide about the place where it will be inserted within mail and what to do if the signature is already found within a particular message (in case of replies and forwards). Open the Disclaimer/Signature options window via the Exchange Rules Family  - toothed gear icon, choose your options and click OK (Fig. 12.). In our case, the signature will be added Right under the original reply message and the old signature will be removed if found in the message body.

ExchangeRules-InsertRemove
Fig. 12. Opening the Disclaimer / Signature options window.

Now, confirm the chosen options by clicking OK, save your signature template via the Save button and close the Editor (Fig. 13.).

Exchange Rules PRO - Save changes into editor
Fig. 13. Saving a new signature template in the Editor.

Last but not least, click Submit changes in the Administration Panel to let the rule take effect and add the newly created signature to sent mail (Fig. 14.).

ER Family - Submit changes
Fig. 14. Saving a new rule within the Administration Panel.

Info

Before you send messages processed by CodeTwo Exchange Rules Family you can check how the rule adds signature in the virtual environment called Rules Tester. Simply click Rules Tester button in the Administration Panel. In the Rules tester's window, choose New Email, define the sender and the recipient and hit Send (Fig. 15.).

ER Family - Rules tester
Fig. 15. Sending the test message in the Rules Tester.

The outcome will be visible in the previously defined Sender's Sent Items folder and within the Recipient's Inbox (Fig. 16.).

Exchange Rules PRO - tested new rule
Fig. 16. Message with the added signature visible in the Rules Tester Recipient's Inbox.

See next

How to - this article describes the most common scenarios of the configuration of rules.

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