How to update or upgrade and what is the difference

The version number

The program version is always visible at the very top of the main window of the program. It consists of 4 numbers separated by dots, e.g., following the pattern below:


which mean the following:

  • [major] - the first figure is the major version number and it changes rarely, only when significant features are introduced to the software.
  • [minor] - the second digit changes every time when we release a new version with planned improvements (this usually happens every quarter, see version history of CodeTwo Exchange Rules 2019 or 2016).
  • [maintenance] - the digit in the third position will change only when there is a software release that was not originally planned. This usually happens when an important bugfix must be added and cannot wait for the next minor version change. 
  • [build] - the last number changes automatically every time programmers compile a new build during the development cycle, so it might be quite big (e.g. 337) and is usually meaningless for the end-user.


An upgrade is when you install a newer version of the software, replacing the previous version you have had installed so far, and the newer version installer has a higher first figure of the version number e.g. you currently have version installed and you replace it with version

Upgrades are typically not free but in most cases purchasing an upgrade is much cheaper than buying a new license key. Before upgrading, consult with CodeTwo Support to confirm your upgrade eligibility or purchase options.

How to upgrade

Simply download the newest installer from the website and install it on top of the existing installation. Your old settings will be converted to the new version standard.


An update is when you install a newer version of the software, replacing the previous version you have had installed so far, and the newer version installer has a higher second, third or fourth figure of the version number e.g. you currently have version installed and you replace it with version (or update to, or update to

All updates within the same major version are free for licensed users.

How to update

The steps below apply to GUI-based Windows operating systems. If you want to update CodeTwo Exchange Rules on Server Core, refer to this article instead. During the update, the installer will remove the current version of the program and install the new one. A reboot of the server is not required.

  1. Download the installer for your version of CodeTwo Exchange Rules from the CodeTwo download page onto the machine where CodeTwo software is installed.
  2. Before you proceed, close the Administration Panel of CodeTwo Exchange Rules on the machine.
  3. Launch the downloaded installer and install the program.
  4. If you have more instances of the program in your environment, perform the update on each machine (both clients and servers) where CodeTwo Exchange Rules is installed. 
  5. After the update process is complete, you can launch the Administration Panel again. All of your settings and rules are retained.

Be aware, as per the upgrade rules described above, you can only update for free within the same major version. If the major version number of the software you are using is different than the newest release available on the website, contact CodeTwo Support to get download link of the installer for the version you are licensed to use.

Warning – updating CodeTwo Exchange Rules 2007 & 2010 (both are now deprecated) to version x.15 and higher

Version x.15 and newer of CodeTwo Exchange Rules 2007 and CodeTwo Exchange Rules 2010 introduces some major changes in the program's architecture. One of the program’s components, the Administration Panel, now requires a version of .NET Framework that is not supported by Exchange Server 2007 and 2010.

If you are currently using version x.13 or older of these programs and you install the update on a server machine running Exchange 2007 or 2010, the Administration Panel will be uninstalled from that machine. To be able to create and manage email rules on your server, install the Administration Panel on a client machine that meets these requirements.

The CodeTwo Exchange Rules Service still needs to be installed on the server machine.

Migration to CodeTwo Exchange Rules Pro

Migration is when you move to another product on preferential terms. For example, you can migrate from CodeTwo Exchange Rules to CodeTwo Exchange Rules Pro, or from CodeTwo Exchange Rules 2016 to CodeTwo Exchange Rules 2019. Migration is not free. Learn more about the available migration options and prices on this website. If necessary, contact CodeTwo Support.

How to migrate

  • If you are using the current version of CodeTwo Exchange Rules and want to migrate to the Exchange Rules Pro version, see this article to learn about the migration procedure. Older versions' users must upgrade their standard CodeTwo Exchange Rules to the newest version available before migrating to the Pro version. Consult with CodeTwo Support if in doubt.
  • If you want to migrate to another product within the CodeTwo Exchange Rules family (e.g. from Exchange Rules 2016 to Exchange Rules 2019), see this article.

Migration to CodeTwo Email Signatures 365

If you are planning on moving from an on-premises Exchange environment to Microsoft 365 (Office 365) and you still want to be able to centrally manage email signatures, you can also migrate from CodeTwo Exchange Rules to CodeTwo Email Signatures 365. We offer discounts for our current customers. Contact CodeTwo Support to learn more.

With CodeTwo Exchange Rules Converter, you can also transfer your existing templates and signature rules. Learn more

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