If you are using CodeTwo Exchange Rules 2007 version 2.x or older, please consult this User's Manual.

Installation and Upgrading
Installation of CodeTwo Exchange Rules 2007

The program is designed for computers hosting Microsoft Exchange 2007 or Small Business Server 2008 responsible for processing mail in an organization. CodeTwo Exchange Rules 2007 applies signatures/disclaimers to messages at the server when they are processed by Exchange 2007. The application must be installed on the machine equipped with Microsoft Exchange Hub Transport.

This version of software is NOT compatible with versions of Exchange Server other than 2007. If you want to manage signatures and disclaimers in Exchange Server 2000/2003, you need CodeTwo Exchange Rules. For Exchange Server 2010, you need CodeTwo Exchange Rules 2010. For Exchange Server 2013, visit CodeTwo Exchange Rules 2013.

While the program is installed Microsoft Exchange Transport is stopped.

The installation of the software is very straightforward and will occupy a maximum of 20 seconds. The installer will ask you to accept the licensing agreement and choose the location for the program files. By default, the program is installed to C:\Program Files\CodeTwo\CodeTwo ExchangeRules 2007. Remember NOT to install the program on a shared or mapped disk. It MUST be installed on a local disk.

Upgrading CodeTwo Exchange Rules 2007

To upgrade the old version of CodeTwo Exchange Rules 2007, download and run the installer from the Download page. The same installer is used to install the trial version of the program as well as upgrading the activated full version. The trial version of the program is activated to the full version by using the purchased license key. More about activation.

While upgrading the previous version of the program is uninstalled and automatically the new version is installed in its place. All settings from the previous version will be kept.

Point upgrades (e.g. from 1.0 to 1.1 or from 2.0 to 2.1) are free of charge. However, when upgrading from 1.x or 2.x to 3.x a charge applies. Check prices. If the new 3.x version of the program is installed onto a paid 1.x / 2.x version, the program will revert to demo mode unless the 3.x license key is purchased and used.

If 30 days is not enough for test purposes in your environment, please contact our support team to receive more information on how to extend the trial period.

Activation of the Trial Version to Full Version

To activate the trial version of the program, the license key must be purchased and used to activate the trial. Read more.

Deployment of CodeTwo Exchange Rules 2007 in Multiple Server Environment

If in the organization there are several Hub Transport servers, the program must be installed based on how messages are routed on the server. If all messages are processed by a single Hub server, the program will need to be installed on this machine. If, however, messages are sent via multiple Hub servers, the program needs to be installed on each. In addition, the rules must be then configured in the way that will prevent the addition of the disclaimer multiple times to one message while it travels between servers.

If the program is installed in a cluster environment, each node must be equipped with a separate installation of CodeTwo Exchange Rules 2007, as each node is treated as a separate machine. Therefore in an Active\Passive cluster, the program must be installed and activated on both physical machines separately. A single License Key will activate only one server - it cannot be used to activate both machines at one time. Remember that the application MUST NOT be installed on a shared disk; it must be installed on a local disk on both nodes.