Userguide
Table of Contents
Go To the Program Website
If you are using CodeTwo Exchange Rules 2010 version 1.x or older, please consult this User's Manual.

Rules Tester
Before you deploy the CodeTwo Exchange Rules 2010 in the production environment, it is a good idea to test its work safely in a virtual environment called the Rules Tester. It is especially recommended if you have set up multiple rules with high level of complication i.e. those with multiple Conditions, Actions and Exceptions. Rules Tester simulates the production environment. The user can conveniently check how the program will process exactly the messages sent from specified senders to specified recipients. The user can modify other message parameters such as their format (HTML, RTF, Plain Text), formatting, attachments etc.
Rules Tester resembles popular mail clients in how it looks and works. In the left pane you will find predefined test e-mails. The right panel shows the contents of the selected message. The toolbar includes standard buttons for sending mail.
To open the Rules Tester click its tab in the toolbar located in the main window of the program (Fig.1).

Rules Tester main window.
Fig.1. Opening Rules Tester from the programs main window.

The left pane of the Rules Tester shows a Message list with the predefined test e-mails. By default it consists of 3 messages that can be deleted, replied, forwarded or resend. To work upon these messages simply double-click one of them or use the toolbar buttons (Delete, Reply, Forward, Resend). Make sure to mark the predefined message before using (Fig.2.).

Rules Tester main window.
Fig.2. Rules Tester main window.

On the other hand, to test your recently defined footers click New Email in the toolbar of the rule tester. A window of a new message will appear (Fig.3.).

A new message window of the Rules Tester.
Fig.3. A new message window of the Rules Tester.

To choose a recipient of the test message click To... and in the dialog box that opens choose one of the Active Directory recipients (Fig.3.). Confirm by clicking OK. You can also provide the email address in the field next to the To... button. You can define more than one recipient for a single message. To select the sender click From... and choose a user from AD or provide the email address manually in the field next to the From... button.

Dialog box to choose the AD recipient.
Fig.3. Dialog box to choose the AD recipient.

To change the advanced users selection options such as Object types, Locations etc. click Advanced button located in the left bottom corner of the Select Users window (Fig.4.)

Advanced users selection settings.
Fig.4. Advanced users selection settings.

Next, in the Subject field provide the subject of the message and compose the body of the message in the edit field below. The toolbar of the new message contains options that are available also in MS Outlook and OWA. You can use them to change the look of the font, set the format of the message (HTML, RTF or Plain Text) or add other elements such as images or tables. Below the subject field you can set the exact date and time on which the message is going to be sent simply by checking the Sent box and choosing your settings (Fig.5.).

Setting date and time on which the message will be sent.
Fig.5. Setting date and time on which the message will be sent.

When you have finished composing the message click Send. The sent message will appear in the left pane of the Message List with its content summary in the right Message content pane (Fig.6.).

The sent test message visible in the Message list.
Fig.6. The sent test message visible in the Message list.

To delete, reply, forward or resend the test message in the Rules Tester use the buttons located on the toolbar (Delete, Reply, Forward, Resend) or double click the message in the Message list and choose the appropriate button.
To get help in using the Rules Tester click the expandable Help button located on the toolbar (Fig.7.).

The expandable Rules Tester Help button.
Fig.7. The expandable Rules Tester Help button.

The sample message is a correspondence between two people. On the basis of this sample correspondence, you can test the insertion of disclaimers in replies as well as proceeding to next rules. If more than one rule applies, the preview pane will display the disclaimers added by all applicable rules in the way they have been set.

By default, the sender's address includes the sample address sender@company.com. The addresses can be entered/changed manually or retrieved from Active Directory by clicking To... and then Browse button.