CodeTwo Exchange Rules Pro

  • Centrally managed email signatures, disclaimers, marketing banners and email flow control
  • Support for all email clients (including Outlook and mobiles)
  • Used by thousands of companies around the world
  • Windows Server certified
  • Gold Award »

30-day free trial with support;
no credit card required

Date Published: 26 Feb 2024
Latest Version:
Size: 40.7 MB

Supported platforms

Administration Panel:
Windows Server 2022 / 2019 / 2016(1)
Windows 11 / 10(2)

Support only for 64-bit versions

Exchange Rules Service:
Exchange Server 2019(3) / 2016 - with Mailbox role installed

(1) If you can't find the program after the installation, consult this KB article.
(2) If the Administration Panel doesn't work after upgrading to Windows 10 from Windows 7 or 8.1, you need to reinstall the application.
(3) The program can be installed on Windows Server 2019 with Desktop Experience as well as on the Server Core version.


Version history

Date:26 Feb 2024
New:You can now configure conditions (or exceptions) for your rules based on email headers. This lets you apply a specific action (e.g. add a signature) to emails that contain a defined header name, value, or both.
Changed:End of support for Exchange Server 2013.
Date:27 Jul 2023
New:When configuring the Sent Items Update service in a hybrid environment, you can now manually configure the EWS connection to an Exchange server.
Changed:End of support for Exchange Server 2007 and 2010.
Fixed:In rare scenarios, images added by conditional placeholders would end up as attachments.
Fixed:Minor bug fixes.
Date:27 Feb 2023
New:The status of the Loop protection feature can now be synced across all servers to make sure that the auto-reply limit you set is respected in a multi-server environment. To learn how to enable the synchronization, see this Knowledge Base article.
Fixed:Improved the handling of attachments that failed to save to a disk, e.g. because a location did not exist, for the Strip/dump attachments action.
Fixed:Refined rule operator logic in the Conditional placeholders manager.
Fixed:In very rare scenarios, an error occurred while checking user’s group membership information.
Fixed:Minor bug fixes.
Date:14 Sep 2022
New:Azure AD Graph API and Azure Active Directory Authentication Library (ADAL) have been replaced with more secure and resilient Microsoft Graph API and Microsoft Authentication Library (MSAL), respectively. These components are used when configuring the Sent Items Update service for a hybrid environment, which requires registering CodeTwo Exchange Rules in Azure Active Directory of a Microsoft 365 tenant.
New:The Microsoft 365 cloud step has been removed from the Sent Items Update configuration wizard for a hybrid environment. The Office 365 Germany cloud has been deprecated by Microsoft.
New:The new version of CodeTwo Exchange Rules Converter now lets you automatically transfer rules with the Auto respond action to CodeTwo Email Signatures 365. The transferred rules are available in the signature management app, under the Autoresponders group.
New:Microsoft .NET Framework 4.6.2 or higher is now required to install the Administration Panel. The program’s installer can automatically download and install the required version of .NET Framework.
Fixed:Minor bug fixes.
Date:31 Jan 2022
New:New simplified version of the HTML template editor, designed for intuitive use. The simplified editor experience is available:
  • for the Auto respond and Strip/dump attachments actions,
  • on the Secure messages tab in the program's settings,
  • in Rules Tester, when composing a test email.
New:The template library is now available when creating a template for an auto-reply message. The library comes with predefined templates that can be used to speed up the message design process.
New:Conditional placeholders are now available with the Auto respond action. They can be used to create more personalized auto replies.
New:Upon opening the template library, the user is now asked to allow the program to download predefined templates from an external (CodeTwo) resource.
Fixed:Fixed various image-related problems that might have occurred with templates:
  • that contained conditional placeholders,
  • configured for the Auto respond and Strip/dump attachments actions,
  • created on the Secure messages tab in the program's settings.
Fixed:In rare scenarios, the "NullReferenceException” error would occur when using the Auto respond action.
Fixed:The "Dynamic content" and "Message properties" options available for the Auto respond action did not work as intended.
Fixed:The "Dynamic content" and "Original message properties" placeholders used to modify the subject of messages forwarded by the program were not replaced with actual values.
Date:27 Oct 2021
Fixed:The Sent Items Update service when configured for a hybrid environment failed to connect to Microsoft 365 (Office 365) using the automatic application registration option after Microsoft enforced the requirement for Azure AD applications to use the default scheme or verified domains in their ID URI.
Fixed:Improved synchronization of settings between multiple instances of the CodeTwo Exchange Rules Service.
Fixed:The program would apply a rule twice if the rule was configured for a tenant created in the Tenants configurator tool and the following setting was used: "If this rule is applied > Go to the next rule".
Date:10 Aug 2021
Fixed:The Sent Items Update service could not obtain an EWS URL by using the Autodiscover service when configured in environments with the latest Exchange Server updates installed.
Date:09 Jun 2021
New:New HTML signature template editor, designed to make composing signatures much easier, faster and more intuitive.
New:New signature template library. It contains many predefined signature templates that can be quickly customized before loading them into the editor for further processing. 
New:Conditional placeholders added to the signature template editor. This feature lets you create custom placeholders that can contain multiple values. Which value replaces a conditional placeholder in a signature depends on a set of user-defined conditions that are checked as the signature is added to an email. Conditional placeholders can be used e.g. to add a generic phone number to an email signature if a sender has no phone number specified in AD, or to insert different marketing banners for selected users only.
New:CodeTwo Exchange Rules Converter, a stand-alone application that lets you automatically transfer your email signatures, signature adding rules and custom placeholders to the cloud signature product - CodeTwo Email Signatures 365.
Fixed:After reaching their recipients, encrypted or digitally signed emails to which the program applied a signature did not contain all the original email addresses specified in the To / CC fields.
Date:02 Dec 2020
New:During the installation of the program on Exchange Server 2007 or 2010, the user is informed about the requirement to install the Administration Panel on a client machine. 
Date:27 Oct 2020

Support for OAuth 2.0 authorization:

  • the Sent Items Update service uses OAuth 2.0 to connect to and communicate with Exchange Online;
  • to continue using the service in a hybrid environment, it is now necessary to register CodeTwo Exchange Rules Pro in Azure Active Directory of the Microsoft 365 (Office 365) tenant configured in that environment. The program can perform the registration automatically (Microsoft 365 global admin account required), or you can choose to register the program yourself.
New:The program can now process messages that contain the CalendarPart property.
Fixed:The Sent Items Update service configured for a hybrid environment could not obtain an EWS URL by using the Autodiscover service.
Fixed:The Sent Items Update service could not find emails in the Sent Items folder if they were sent from Apple Mail installed on Mac computers.
Fixed:Messages for which an incident report was created by an Exchange Server would generate an error in the CodeTwo Exchange Rules Transport Agent log despite being correctly processed by the program.
Fixed:After importing rules and setting from another CodeTwo product, some entries generated in a log file would be incorrectly marked as errors.
Fixed:Improved handling of encrypted and digitally signed emails.
Date:29 Jan 2020
New:Improvements to the QR Code image insertion mechanism. QR Codes can now also contain more characters.
New:The names of CodeTwo Exchange Rules Pro services have been revised to avoid ambiguity.
New:Optimized handling of HTML email signatures.
Fixed:Inserting side banners or a header section to HTML emails that were missing the <body> tags would delete the contents of those emails.
Fixed:After selecting to remove previous occurrences of an email signature from a conversation thread, the program would also remove email reply separators if that signature ended with empty HTML paragraphs.
Fixed:On rare occasions, the Sent Items Update (SIU) service would fail to connect to certain Exchange environments via Exchange Web Services.
Fixed:Minor bug fixes.
Date:24 Jan 2019
New:Support for Exchange 2019 in environments running Windows Server 2019 Server Core.
Fixed:Images in signatures were not correctly displayed in Gmail for messages sent from Office 365 mailboxes.
Fixed:Minor bug fixes.
Date:18 Oct 2018
New:Support for the Transport Layer Security 1.2 (TLS 1.2) protocol.
Date:10 Sep 2018
New:Improved unsubscribe mechanism: unsubscribe links are now HTTPS enabled.
Fixed:In Exchange 2016 CU8 and newer, images embedded in email signatures were not visible in Outlook on the web (OWA).
Fixed:Minor UI improvements.
Date:23 Apr 2018
New:A new functionality in the Editor: Insert HTML snippet. It makes it easy to add one-click surveys (customer satisfaction surveys) to email signatures.
New:Enhancements in the Insert hyperlink option: automatic adding of Google, Matomo and Woopra campaign tracking parameters to hyperlinks.
Changed:Minor signature rule improvements and optimizations.
Changed:The Administration Panel is no longer supported on 32-bit machines. You can install it on 64-bit machines only.
Changed:Recognition of email addresses on blacklists is no longer case-sensitive (letter case is now ignored).
Fixed:On rare occasions, the Sent Items Update (SIU) service did not update certain messages.
Fixed:Blacklists that contained a large number of email addresses were not correctly loaded or displayed.
Date:20 Nov 2017
New:The Restore images removed by iPhone and iPad action. It restores images that were automatically removed from an email when responding from iPhone or iPad devices.
New:The Reply all option was added to the Rules Tester.
New:The Remove sensitive content action now recognizes the latest MasterCard credit cards (card numbers starting with 222100-272099.
Fixed:It was not possible to download large log files via the Administration Panel.
Fixed:The Force email format action: special characters were not correctly converted to HTML in emails sent from iPhone devices.
Fixed:The color picker (available in the Editor or when assigning colors to rule categories) did not store defined custom colors.
Fixed:On some occasions, e.g. when opening an email with a non-standard encoding, the RTF source code of the message was displayed when an RTF signature was added.
Fixed:On some occasions, the Message type and Secure message type conditions did not work properly.
Fixed:Occasional delays in sending notifications when the trial version expired or the number of licenses was exceeded.
Fixed:If the keyboard shortcut Alt + S was used, the program submitted all the changes.
Fixed:Minor UI improvements.
Date:27 Feb 2017
Fixed:Improved HTML parsing of message body.
Fixed:Improved AD hierarchy checking mechanism.
Fixed:Optimization of the number of log file entries.
Date:28 Nov 2016
New:An option to rewrite Display Name added to the “Rewrite sender’s address” action.
Fixed:Optimized processing of emails with message splitting enabled.
Fixed:The “Matches AD group” condition did not work correctly when configured using a group alias.
Fixed:Emails with a corrupted HTML source were getting their body removed when processed by the software.
Fixed:Code optimization and minor UI changes.
Date:02 Nov 2016
Fixed:Under certain conditions the rules scheduler worked improperly when weekly recurrence was configured.
Fixed:The footer positioning algorithm has been optimized.
Fixed:Users with limited permissions to Active Directory were not able to access some features of the software when access rights were customized.
Changed:Updated EULA.
Date:19 Sep 2016
Fixed:When installed on Exchange Server 2013 SP3 CU7 the software was not processing messages. The software will now process all messages properly except for emails without body which will be skipped. See also our Knowledge Base article (link:
Fixed:When updating the software installation where only services were present (no Administration Panel), old settings were not properly converted and the updated version run without executing any previously configured rules.
Fixed:In some scenarios Licensing module displayed wrong number of days left in Trial. Only Server Monitor displayed those correctly.
Fixed:Signatures added to some emails without body (e.g. sent from network-enabled scanners) contained question marks instead of special or national characters.
Fixed:In some emails without body (e.g. sent from network-enabled scanners) attachments list was duplicated after processing by the software.
Fixed:After manually importing old settings file Forward message action did not work.
Date:30 Aug 2016
Fixed:Some non-standard emails (e.g. sent from some network scanners) were unexpectedly stripped of attachments when processed by the program.
Fixed:The software installed in some Exchange 2016 environments would not process emails upon updating without manually restarting MS Exchange Transport service.
Date28 Jul 2016
New:A Sender/Recipient matches AD group condition has been added. The condition works with emails sent to or from a given AD group address, and it doesn’t work with emails sent to or from members of this group.
New:Hints on email rule configuration and mail signature editing features have been added.
Change:The forward message action settings and layout has been modified.
Fixed:Credit card number recognition mechanism has been improved to avoid situations when phone numbers are recognized as credit card numbers.
Fixed:The rewrite sender’s address action did not fire on emails if the rule was set up to rewrite a default email address to an alias.
Fixed:In specific and very large server environments with heavy email traffic some emails did not get an auto-signature due to email processing time outs.
Fixed:The Compress attachments action worked incorrectly with emails with multiple attachments.
Fixed:The program was unable to tell the difference between attachment extension and file names while executing the strip/dump attachment action.
Fixed:Some email signature images displayed as attachments in some email clients, e.g. on iPhone or Thunderbird.
Fixed:It was impossible to create a new condition within an existing group of conditions in the Conditions/Exceptions tab.
Fixed:Some keywords defined in the Conditions/Exceptions tab were not removed if they were between some special characters.
Fixed:Some non-standard emails (e.g. sent from some network scanners) were not recognized by the program, and thereby auto-signatures were not appended.
Fixed:Minor bug fixes and code optimization.
Date17 May 2016
New:Access Rights feature has been rebuilt – it is now role based and allows the administrator to restrict access to Server Monitor, log files, program settings, individual tabs per rule, etc.
New:Saving a currently designed signature to the Template Library is now possible from within the Signature editor.
New:Rules edition auditing feature has been added. It is now possible to track who created and/or modified a rule, and when it happened.
New:Search field has been added to the list of rules.
New:Drag & drop and multi-selection actions are now possible on the list of rules.
New:Rules can now be categorized using colors.
Changed:Option "Create copy of the original message when updating Sent Items" is now switched off by default.
Fixed:Local administrator rights are no longer required to run the Administration Panel.
Fixed:The Administration Panel no longer connects to the blacklist server while opening. It shortens the services availability checking time so the Panel opens faster.
Fixed:Changes in the body of a new message which wraps secure and digitally signed emails could not be saved.
Fixed:Managing blacklists is now blocked until the blacklist server is available. Otherwise it was possible to accidentally overwrite an existing blacklists set with a new one.
Fixed:Minor bug fixes and code optimization.
Date03 Mar 2016
New:Support for Exchange Server 2013 with Cumulative Update 11.
Date02 Nov 2015
New:Support for Microsoft Exchange Server 2016.
New:Rules tester: It is now possible to test changes applied to rules without having to submit changes to Exchange Rules services.
New:Placeholders {Message date} and {Current date/time} can be now customized to convert timestamps to a desired time zone.
New:Forward message and Auto respond actions from now on feature the AD Group option.
New:It is now possible to copy/move templates between the Template Library folders.
New:Improved processing trace option in the Rules tester.
New:Rules tester UI has been refurbished.
New:The editor now supports adding placeholders within the <img> html tag.
Fixed:Keyword and signature removal mechanism did not work properly on certain occasions.
Fixed:Collect all log files option did not work properly in specific environments.
Fixed:Messages were improperly processed if the sender happened to be an Active Directory contact and at the same time, a member of an AD Group defined in the rules conditions.
Fixed:Images pulled from network shares could not be added to signatures.
Fixed:{QRCode} feature missed some placeholders.
Fixed:Saving placeholders configuration in Template Library did not work properly.
Date30 Jun 2015
New:Now the product is fully compatible with Exchange hybrid environments (Exchange on-prem with Exchange online), which use a centralized mail transport configuration.
Date28 May 2015
New:Completely new HTML editor.
New:Social media icons tool added to the new HTML editor.
New:It is now possible to set font face and size in the Force email format action.
New:Configuration files are no longer overwritten when the program is updated.
New:It is now possible to define email sender’s address for critical email notifications sent from the program.
New:It is now possible to use additional Active Directory attributes in Conditions and Exceptions.
New:Optimization: faster processing of split messages, improved signature positioning mechanism, improved Active Directory communication, maxconnections and timeout parameters optimization.
Fixed:Improved connection mechanism between the Administration Panel and Exchange Rules services. Cache for last connection parameters.
Fixed:The program did not process empty values in “matches AD Filter” operators in Conditions and Exceptions.
Fixed:On rare occasions, the pictures included in a message body were shown in incorrect order.
Fixed:Attachments were incorrectly overwritten by the Strip/Dump attachments action.
Fixed:Links generated by the Web page as link placeholder were incorrectly displayed in OWA.
Fixed:Automatic emails were not sent to predefined distribution groups in the Auto respond action.
Fixed:Backslash symbols were removed by the program from RTF messages.
Fixed:On rare occasions, signatures were not stamped to RTF messages.
Fixed:Out of office messages sent from external accounts were not properly recognized by the program.
Fixed:Emails containing wrapped secure (encrypted or digitally signed) messages did not display all recipients in To: and Cc: fields.
Fixed:Secure (encrypted or digitally signed) messages were not displayed in sent items folders when the Rewrite sender’s address action was used.
Date15 Jan 2015
New:The program supports processing encrypted and digitally signed messages.
New:The {Photo} placeholder has new properties that allow adjusting dimensions of photos pulled from Active Directory. Thanks to this feature, photos in messages are displayed in defined dimensions after being processed by the program.
New:Sent Items Update service has been redesigned. The service was optimized and can now configured using a dedicated wizard.
New:The program enables editing keywords entered in the Subject/Body conditions/exceptions and the Remove keywords action.
New:The program sends notifications to chosen users if the number of licenses is approaching the available pool.
Fixed:In specific multi-server environments (Hub Transport, Mailbox and CAS roles installed on separate servers), Sent Items Update service did not update messages in Sent Items folders of mailboxes.
Fixed:After setting the condition to Sender belongs to AD group, messages sent by users on behalf of the distribution group were incorrectly processed by the program.
Fixed:The program used to remove message text from replies sent using Outlook for Mac. Such a situation happened if there was the Remove themes and stationery action set in the program.
Fixed:In some cases, the program incorrectly displayed images included in new templates using Template Library.
Fixed:In some situations the program did not process rules for users disabled in Active Directory.
Fixed:In some cases keywords entered with special characters were treated by the program as regular expressions what excluded rules from processing. Currently, the program treats these characters as a part of keywords and processes them as such.
Fixed:In some cases the program incorrectly processed national characters after converting emails from Plain Text to HTML using the Force Email Format action.
Fixed:{Email as link} and {Webpage as link} placeholders were incorrectly converted while importing settings from the previous 1.x version of the program.
Fixed:Rules for distribution groups exceeding 1500 members were incorrectly processed.
Date:07 Oct 2014
Fixed:The original message sender did not receive an autoresponder after sending an outgoing email if the Auto respond action was configured with default settings.
Fixed:In specific situations strings of characters were recognized as the correct credit card numbers. Now, to recognize the credit card number as correct, it cannot be included, preceded or followed by a string of numbers or letters.
Date:23 Sep 2014
New:The unsubscribe mechanism that lets the recipients unsubscribe from the mailing list.
New:New credit card number detection mechanism in the Remove Sensitive Content action and the Body condition, now utilizing the Luhn algorithm.
Fixed:Optimization of the wildcards’ operation in Actions and Conditions.
Fixed:The RT (Remove Text) tags removed too much content of a signature in the RTF messages.
Fixed:The national characters were incorrectly displayed in the RTF messages.
Fixed:The multi-line content of placeholders was incorrectly displayed in the RTF messages.
Fixed:The Autoreponder action did not insert images into the HTML messages.
Fixed:The font style in HTML code was incorrectly detected if more than one style was used in the Editor.
Fixed:The signature in Plain text or RTF was added to replies although it had already been used in the previous message.
Fixed:The Autoresponder action malfunctioned if more than one recipient was defined.
Fixed:The automatic Sent Items Update configuration did not work for some environments.
Fixed:It was impossible to activate the software if the Licensing program was not initiated by a user granted the Administrator’s rights.
Fixed:It was impossible to modify the Required cumulative score of a category in the Remove sensitive content action.
Fixed:The signature was added twice if the program was installed on a machine from the sub-domain in a multi-server environment.
Fixed:Optimization of the mechanism responsible for the connections between the components of the program.
Fixed:Optimization of the mechanism responsible for the conversion and import of settings from the previous versions of the program.
Fixed:Minor bug fixes.
Date:15 Jul 2014
New:CodeTwo Exchange Rules SDK used to develop and build service-orientated custom applications integrated with CodeTwo Exchange Rules Pro.
New:Notifications concerning: not configured Scheduler feature, reopening running Administration Panel, importing sample rules, missing signature/disclaimer compositions, performing upgrade installations on top of previous versions.
New:Log files tab within the program’s Settings allowing generation of log files’ collection containing diagnostic data from each instance of the program in a given environment and the definition of the number of diagnostic files that will be stored by the program.
New:If a user tries to add a new category with the same name as the one already existing within the Remove sensitive content action dictionary, the action of adding this category is blocked and the notification is displayed: Category '{0}' already exists. Please try a different category name.
Fixed:The checkbox in Email addresses editor for Sender/Recipient conditions works in the opposite way and now is used to initiate the process of matching original message Sender/Recipient email addresses with their corresponding aliases found in AD while processing messages.
Fixed:The body of the original email in Plain Text sent via SMTP was replaced with System.Byte[]= entry once converted to HTML using the Force email format action.
Fixed:Hyperlinks defined in signatures/disclaimers using the Signature/Disclaimer template editor, used to open within the program after clicking the links in the Disclaimer/Signature preview.
Fixed:It was possible to choose the non-existing file with settings to be imported to the program via Settings importer tool what resulted in an error while importing these settings.
Fixed:While creating a signature/disclaimer composition it was impossible to use another complex placeholder of the same type that was previously inserted into the composition, e.g. another {Rotating text}, {Rotating image}, {QR code image}, etc.
Fixed:It was possible to insert the {Rotating image} placeholder into the signature/disclaimer composition in the RTF format while creating it using Signature/Disclaimer template editor despite the fact that this placeholder is not supported by the RTF format.
Fixed:Failed to save settings exception used to show while trying to save Strip/dump attachments action with the defined notification to be inserted in the email as an HTML attachment including the {Attachment filenames as links} placeholder.
Fixed:Import of settings containing rules including conditions/exceptions with the contains keyword operator set but without any value defined, used to cause the Sequence contains no elements exception to appear in the import report after converting settings to a new format.
Fixed:The test message remained visible in the preview section of the Rules tester even though the mailbox of a user the message was associated with was removed from the list of mailboxes.
Fixed:Sending a test message that included an attachment using Rules tester with an attachment processing action defined in the program, used to cause Could not load file or assembly error.
Fixed:Optimization of the mechanism responsible for connection of the Administration Panel installed on a client machine to the Exchange Rules Service.
Fixed:Optimization of the mechanism responsible for managing rules Access Rights.
Fixed:Optimization of the conversion mechanism used while importing settings from CodeTwo Exchange Rules family products (2007/2010/2013) or the previous versions of CodeTwo Exchange Rules Pro to the newest 2.x version.
Fixed:Modifications of texts and links within notifications, log files and the program’s UI.
Fixed:New and missing Help links added in the particular features within the program’s UI.
Fixed:Improvements within the program’s GUI.
Date:12 Jun 2014
Fixed:The Setup Wizard didn’t appear during installation of the Administration Panel on 32-bit machines.
Fixed:Adding {Attachment filenames as links} placeholder to notification informing about saving/deleting attachments within the Strip/dump attachments action, used to cause the “Failed to save settings” exception to appear while trying to save the settings.
Date2 Jun 2014
New:The word External was replaced with Outgoing within the descriptions of actions concerning messages sent outside the organization.
New:Additional information supplied within the notification on upgrading from version 1.x.
Fixed:Program didn’t switch into the 30-day trial mode after upgrading form version 1.x.
Fixed:Modification of text within the notification informing about the end of the trial period.
Fixed:An attempt to save rules while running the program under a new external user’s account, used to cause error: “(413) Request Entry Too Large”.
Fixed:Images inserted to message composition containing national characters in names were not added to footers after processing by the program.
Fixed:The program could not import rules in German.
Fixed:If a user had any illegal characters entered in his / her account in AD, the placeholders’ values were not inserted into signatures after processing.
Fixed:If there were no characters used in front of placeholders defined within the RTF signature template, they used to be removed (or their part) from a message after processing.
Fixed:An attempt to save the RTF signature template containing bullet points resulted in “Failed to save settings” error.
Fixed:Remove themes and stationery action didn’t work if there were other actions modifying message content defined along within the same rule.
Fixed:The Distinguished Name of AD Users, Groups and Organizational Unit was incorrectly displayed in the value field within the Conditions tab.
Fixed:Licensing module used to be installed on a machine equipped only with the Administration Panel of the program.
Fixed:Optimization of the mechanism preventing from processing the same messages multiple times.
Fixed:Program’s general performance optimization.
Date:19 May 2014
Fixed:Asterisk in wildcards (replacing a given entry or a whitespace) can now be used either in front of or after phrases while defining phrases in the Sensitive Content dictionary.
Fixed:For the Remove Sensitive Content action, Phrases defined within the dictionary (either with wildcards or not) that contained capital letters weren’t recognized by the Sensitive Content filter yet the action wasn’t executed.
Fixed:A phrase defined in the Sensitive Content dictionary couldn’t be found within the body of a message if the phrase wasn’t the first word of the message body.
Fixed:A phrase defined in the Sensitive Content dictionary couldn’t be found within the body of a message if the hard space (&nbsp;) was attached to that phrase.
Fixed:If two phrases defined in the dictionary used in the Remove Sensitive Content action were found one after another within the message body, the second phrase wasn’t processed yet the action wasn’t executed for that phrase.
Fixed:In some cases phrases matching the chosen regular expression used in the Remove Sensitive Content action were not recognized yet the action executed.
Date:13 May 2014
New:The Recipients of the forwarded message within Forward message action can now be defined using placeholders.
Fixed:The password for a user the Sent Items Update service account works under used to expire what resulted in inability to update sent messages.
Fixed:In specific situations signatures for messages sent via the Android devices were not added below the latest response.
Fixed:Custom placeholders’ values were not inserted into signatures after restarting CodeTwo Exchange Rules Service.
Fixed:Signature / Disclaimer Template Editor could not be opened if the default placeholders defined in the program were specified within the Custom placeholders.
Fixed:Loop protection options in the Auto respond action used to work the other way around.
Fixed:The compressed Log files collection couldn’t be unzipped via the Windows Explorer.
Fixed:The Submit Changes button wasn’t enabled after changing the AD users’ membership within conditions to other Groups or Organizational Units.
Fixed:Correction and clarification of texts within the program.
Fixed:Information within the Quick Tour was updated.
Date:24 Apr 2014
Fixed:The operator belongs to Organizational Unit set within the Recipient and Sender conditions used to be replaced with the operator belongs to AD group after restarting the Administration Panel.
Fixed:The name of an AD field set in value for the operator matches AD Filter within the Recipient and Sender conditions used to be renamed with a non-existing value after restarting the Administration Panel.
Date:8 Apr 2014
New:Full support for multi-server environments; improved program’s stability and performance
New:New architecture of the program: Service is installed directly on Exchange server machine and the Administration Panel is installed on any machine even outside the domain. Access Rights configurator along the Logon settings feature enables assignment of access rights to users managing different instances of the Administration Panel.
New:Real-time automatic replication of Settings between the program's services / components.
New:Server Monitor feature to control the whole server farm in terms of the program’s services (Engine and Sent Items Update), the performance of rules' processing mechanism and the license count.
New:Support for Hosted Exchange; tenants may be configured via Tenants Configurator tool; access to API.
New:Support for Exchange aliases.
New:Redesigned User Interface of the Administration Panel.
New:New way of defining Conditions and Exceptions for triggering rules; ability to group and nest the selected entries for defining more complex rule’s conditions.
New:New conditions available: Subject, Body, Attachments.
New:Apply full message composition action that enables designing complex message layouts.
New:For better comfort of use the Insert disclaimer/signature action has been divided into two separate actions: Insert disclaimer and Insert signature.
New:Optimization of actions: Auto respond, Compress Attachments, Remove keywords, Remove themes and stationery, Strip/dump attachments.
New:New approach to designing signatures / disclaimers via the enhanced Signature / Disclaimer Template Editor. Ability to add placeholders manually into templates within the Signature / Disclaimer Template Editor.
New:Ability to create custom placeholders directly within the program’s Settings.
New:Settings Importer tool that enables converting settings from the previous versions of CodeTwo Exchange Rules product’s family.
New:Redesigned Template Library.
New:Redesigned Rules Tester.
Fixed:Various minor bugs.
Date:26 Feb 2014
New:32-bit version of the Desktop app.
New:Support for messages sent via OWA on Internet Explorer 11.
Fixed:Improved positioning mechanism for signatures added to the replied and forwarded messages.
Date:06 Sep 2013
New:Support for Exchange Server 2013.
New:The setup of the program has been divided into two versions: one for Exchange Server 2007/2010 and the other for Exchange Server 2013.
Fixed:Code optimization.
Date:18 Jun 2013
New:Support for Exchange 2010 SP3 Rollup 1.
Date:13 Mar 2013
New:Option to remove signatures inserted in the previous messages of the conversation.
Fixed:Improved positioning mechanism for signatures placed directly under the response (including MSHTML10).
Fixed:Improved agent resilience against the HTML code errors in signatures.
Date:18 Feb 2013
New:The program detects how many times the same e-mails are being processed by the Hub Transport Server (the same one or other member server with the Hub Transport role installed). If the messages are processed more than once by the server, the program will process those messages only once.
Fixed:It was not possible to insert Active Directory Fields into HTML and RTF footers via the desktop version of the program.
Fixed:It was not possible to insert images into HTML footers via the desktop version of the program.
Fixed:The memory of the Edge Transport process was being filled up if rules processing RTF messages were used.
Date:05 Dec 2012
New:Support for messages sent using MS Outlook 2013.
Fixed:Error ‘Failed to execute action 'Insert disclaimer/signature'. Error: Workspace 'MSHTML10' not found in file C:\Program Files\CodeTwo\CodeTwo Exchange Rules Pro\Data\PosFinder.dat.’
Fixed:Error related to ER.Shared.Common library.
Date:02 Oct 2012
Fixed:New component to process RTF emails to enhance the performance of the program.
Fixed:The recipients listed in BCC field were not displayed in the Sent Items folder after the Sent Items Update changed the message.
Date:28 Mar 2012
New:Changes in the licensing of the trial version – the program will work in full functionality for 30 days, after which only the Rule Tester can be used.
New:Variables from custom Active Directory fields can be inserted into templates using the SchemaExtension file.
New:The program automatically detects that the previous version is installed and suggests installing to the same path.
New:To facilitate the migration of program settings, the paths to images used in templates are changed to relative paths and the images are copied to a common folder.
New:Hidden attachments will not be disclosed in OWA (the paperclip icon will not show in emails including disclaimers/signatures with images).
New:New dynamic QR Code field that codes text or Active Directory field into the QR code image and inserts it into the signature / disclaimer.
Fixed:Several small errors are fixed in Autorespond.
Fixed:Improved work of Block Message.
Fixed:Improved conversion of templates between HTML and RTF.
Fixed:Improved querying of user membership in AD groups.
Fixed:Improved detection of AD objects that contained a forward slash (/) in its name.
Fixed:The tool copying settings from CodeTwo Exchange Rules 2007 / 2010 did not copy the text version of the template.
Fixed:Force Email Format did not convert empty messages correctly to HTML.
Fixed:Technical support form has been improved.
Fixed:Allow remote connection does not allow the remote programs to connect.
Fixed:In certain cases the RTF template did not work well with the removing tags {RT}.
Fixed:In certain cases the images in templates were added as attachments in subsequent messages if the template was supposed to be added once only.
Fixed:Strip/dump attachments did not correctly insert notifications in HTML (Notify recipient option).
Fixed:Changes in the incorrect captions of some buttons in Autorespond.
Fixed:Keywords were searched in all rules – enabled and disabled.
Fixed:The Street field was not broken into separate lines and instead inserted as one long line.
Fixed:Slight changes in the rule tester.
Fixed:Improved handling of out-of-office autoreplies generated by MS Outlook.
Fixed:Changes in the log files and the licensing file.
Date20 Jun 2011
Fixed:Time range box used to display Polish words in rule options.
Fixed:Mask has been changed for files in AD dynamic field (rotating image).
Fixed:Link to user manual in Insert Disclaimer action has been updated.
Fixed:Method of comparing attachment extensions has been modified (now it’s case insensitive) in the Compress Attachment action.
Fixed:Disclaimer positioning mechanism for mobile devices has been updated.
Fixed:Mechanism that checks whether a user is eligible for a license has been corrected in the licensing module.
Date:24 May 2011
New:New Active Directory Dynamic Fields: Email as link, Web page as link.
New:Four new rules and ten new disclaimer templates have been added.
New:Active Directory Dynamic Fields can now be formatted (uppercase, lowercase etc.).
New:In Remove keywords it is now possible to remove the empty space after a deleted word.
New:With the new Active Directory Dynamic Field {photo} it is possible to add to the disclaimer a photograph of the sender.
New:With the Active Directory Dynamic Field {message date} it is possible to insert the date of the email.
New:Autoresponder capabilities have been extended with new autoreplying modes: as Reply, as Attachment, splitting recipients into TO, CC, BCC.
New:It is now not possible to put Active Directory Dynamic Fields inside HTML tags in Sourceview.
New:A link in Help menu has been added to the licensing module.
New:Disclaimer positioning system for mobile devices has been improved.
New:With the new action Strip/Dump Attachments you can remove or save attachments according to predefined criteria.
New:Client Authorization in Remote Access - Access to Exchange Rules PRO Administrator requires appropriate credentials.
New:Attachment Filter condition has been added, which makes it possible to define criteria such as size or name of the attachment.
New:With the new action Rewrite the Sender's Address you can change the sender of the email.
New:New options in Loop Protection with which you can define more precise time windows to limit autoreplies.
New:Adding RTF disclaimers to replies to Meeting Requests.
New:With the Permissions option you can block or limit access to certain rules for individual users.
New:Technical support form has been improved.
New:New, built-in picture library in disclaimer editor has been made available.
Fixed:Connection/disconnection mode in Remote Access has been modified.
Fixed:Removing attachments; in previous versions some users reported disappearing attachments.
Fixed:Attachments are now not added when replying to a message in the testing module.
Fixed:In previous versions after importing the settings, new rules were added twice.
Fixed:In previous versions exceptions for zipping attachments did not work.
Fixed:Adding disclaimers to HTML emails with bad syntax.
Fixed:Menu where you add conditions, actions, and exceptions has been sorted alphabetically.
Fixed:Lists with Scope of Senders and Scope of Recipients now load faster.
Fixed:The copy/paste mechanism between various formats in disclaimer editor has been improved.
Date:14 Feb 2011
New:New Active Directory Dynamic Fields: Email as link, Web page as link.
New:Client Authorization in Remote Access - Access to Exchange Rules PRO Administrator requires appropriate credentials.
New:New action - Force Email Format - the action enables conversion of message body format into HTML or plain text.
Fixed:Improvement to program performance and memory use by the template editor.
Fixed:RT tags did not work correctly for Plain Text templates.
Fixed:In the desktop version when disconnected from the server the Settings button is disabled.
Fixed:Improvement to performance and memory use by the built-in tester.
Fixed:The "Block message" action did not function correctly in the built-in tester if the message was sent while "Message splitting" was disabled.
Fixed:It is possible to use national characters in the template editor and in the tester of the program.
Date:16 Dec 2010
Fixed:When the remote access port was changed in the settings window the program tried to stop the remote access service even if it was not running.
Fixed:The program now waits longer for the remote access service to start or stop.
Fixed:In the desktop version of Exchange Rules PRO the footer preview option of the template editor generated an error when the machine was not a member of a domain.
Fixed:In some cases the dynamic fields in footers were not converted properly by the Settings Copy Tool program.
Fixed:Increase in the application responsiveness.
Fixed:Optimization of memory use.
Fixed:"Convert to" button removed from the Autoresponder's editor.
New:Message Properties dynamic fields in the the Autoresponder's editor.
Fixed:Minimizing windows of the template editor and rule tester has been disabled.
Fixed:Work of the dynamic field Rotating image has been improved.
New:Settings Copy Tool has been added to install together with the application.
Date18 Nov 2010
New:First release.