Supported platforms and requirements

CodeTwo Exchange Rules is designed to work with five versions of Exchange Servers: 2007, 2010, 2013, 2016 and 2019. There are two main components that have to be installed. Their requirements differ slightly from each other. Study the description and table below to get an overview of supported systems and requirements enabling its smooth and uninterrupted operation. There is no need to install anything on end-users machines, the software runs server-side.

Exchange Rules Service is a set of services (Transport Agent, Exchange Rules Service, Attendant Service, Sent Items Update Service) responsible for processing rules and settings defined within the Administration Panel and applying them to messages traveling through the Exchange Server.

Administration Panel is the management console of the program used for configuration of rules and other settings associated with the program's operation. The Administration Panel handles the settings to Exchange Rules Service, which is responsible for processing them.

CodeTwo Exchange Rules Converter is a stand-alone application that can convert email rules and signature templates form the CodeTwo Exchange Rules product family to CodeTwo Email Signatures for Office 365

Software components
Server side: CodeTwo Exchange Rules Service, installed directly on Exchange Servers.
Administration: CodeTwo Exchange Rules Administration Panel, installed on any workstation or alongside services directly on Exchange Server.
Rules and signature templates conversion:  CodeTwo Exchange Rules Converter, installed on any machine in a domain where the CodeTwo Exchange Rules Pro Service is running.
CodeTwo Exchange Rules Service
Required permissions: Local Administrator rights are necessary to install but Domain Admin permissions are required in some further configuration steps.
Requirements:

Services can be installed on the following 64-bit systems:

  • Windows Server 2019[1]
  • Windows Server 2016
  • Windows Server 2012 R2
  • Windows Server 2012
  • Windows Server 2008 R2 SP1
  • Windows Server 2008 SP2
  • Windows Server 2003 R2 SP2[2]

with one of the below 64-bit Exchange Servers:

  • Exchange 2019 with Mailbox role
  • Exchange 2016 with Mailbox role
  • Exchange 2013 SP1 CU8[2] or higher with Mailbox role
  • Exchange 2010 SP3 RU1 or higher with Hub Transport role
  • Exchange 2007 SP1 RU5 or higher with Hub Transport role

or on:

  • Small Business Server 2011 SP1 or higher
  • Small Business Server 2008 SP1 RU5 or higher
.NET 4.0 is required on Exchange Servers 2013/2016/2019, .NET 3.5 SP1 is required on Exchange Servers 2007/2010. It might be also necessary to install Windows Management Framework Core.
Supported environments:
CodeTwo Exchange Rules Administration Panel
Required permissions: All users can run the Administration Panel (read how to configure access rights and remote management).
Requirements:

The Administration Panel can be installed on the following 64-bit systems:

Windows Server:

  • Windows Server 2019
  • Windows Server 2016[3]
  • Windows Server 2012 R2
  • Windows Server 2012
  • Windows Server 2008 R2 SP1
  • Windows Server 2008 SP2
  • Windows Server 2003 R2 SP2[2]

Windows:

  • Windows 10
  • Windows 8.1
  • Windows 8
  • Windows 7 SP1[4]
  • Windows Vista SP2[5]

Internet Explorer 9 (or higher) is required. In addition:

  • .NET Framework 4.5 (or higher) is required in CodeTwo Exchange Rules 2013/2016/2019,
  • .NET Framework 4.0 is required in CodeTwo Exchange Rules 2007/2010.

It might be also necessary to install Windows Management Framework Core.

CodeTwo Exchange Rules Converter
Required permissions:

The account used to run the application needs to have access to the rules created in the Administration Panel (with at least View rights). If this user’s access is restricted to specific rules, only these rules will be converted. Learn more about the access rights management

The account used to connect to CodeTwo Email Signatures for Office 365 needs to have a mailbox (needs to have an Office 365 / Microsoft 365 license assigned that includes the Exchange Online plan) and needs to be allowed access to the Manage Signatures App. Learn how to check or assign the necessary access permissions

Requirements:
  • 64-bit Windows, at least Windows 7 SP1 or Windows Server 2008 R2 SP1,
  • .NET Framework 4.7.1,
  • Internet Explorer 9 or later.
Other
Notes and warnings

References:

  1. ^ The program can also be installed on the Server Core version of Windows Server. Learn more
  2. ^ Only CodeTwo Exchange Rules 2007 and 2010 can be installed on this system. Be aware that Internet Explorer 9 is not available for Windows Server 2003, but it is required by CodeTwo software. You may experience some minor issues when editing signature templates on a machine without IE9 installed.
  3. ^ When installing on Windows Server 2016, make sure your operating system includes the latest updates. Learn more
  4. ^ SP1 is required for CodeTwo Exchange Rules 2013/2016/2019 only.
  5. ^ SP2 is required for CodeTwo Exchange Rules 2013/2016/2019 only. 
It is impossible to install program components using Group Policy Object (GPO) or other unattended or remote deployment method. The installation has to be performed manually on each machine.
Linked mailboxes are supported; however, Active Directory data such as AD user properties and AD group membership is taken from the domain controller of the environment in which the Exchange Server and CodeTwo services are installed.
Encrypted and digitally signed emails are processed if the S/MIME or Active Directory Rights Management Services (AD RMS) standard is used. Others, such as PGP or OpenPGP (e.g. GPG) are not yet supported.
Size on disk after installation: When both the Administration Panel and the Exchange Rules Service are installed, the installation size on your disk is similar to the size of the installation file (see the Download page for details). Installation of additional components (such as .NET) might be required - these components usually require less than 100 MB of available disk space.

See also

Installation process - this article describes step-by-step how to install the program in the single and multi-server environments and provides information about the upgrade installation from the previous versions of CodeTwo Exchange Rules.

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