CodeTwo Exchange Rules Pro is an ultimate mail processing solution for Microsoft Exchange that enables centralized email management in Exchange 2019 and 2016. Unlike the Mailbox role on bare Exchange, the program gives several additional options breaking the standard approach to email rules simultaneously simplifying their creation.

Who is the program for?

The program was designed to ease the Administrators' work while managing email rules within the organization. Thanks to the program, the Administrator may create complex rules for an unlimited number of users in just a few clicks and monitor performance of all instances of the program from a single place. Additionally, the variety of available options gives practically endless possibilities covering even the most demanding needs of global corporations.

How does the program work?

During the installation of the program, the setup installs required services that will later be used to process email rules. One of the two most important components is called Exchange Rules Pro Service - it is directly responsible for processing mail. However, all the tasks performed by the Service are configured within the second component called the Administration Panel, which is the management console of the program. 

If you have any problems with the program we have got you covered with our 24/5 Technical Support. Simply give us a call.

Key features

What makes CodeTwo Exchange Rules Pro exceptional? Please read through the list below to check some of its key features.

  • Centralized desktop and remote management:

    No matter where you are, you can access the management console from any machine equipped with the program's Administration Panel and manage the rules for the whole organization.
  • Real time settings replication between many instances of the program in multi-server environments

    If your company uses several Exchange mail processing servers (with the Mailbox role installed), you can be sure that the settings defined in the program are constantly up to date, which assures smooth and uninterrupted email flow.
  • CodeTwo Exchange Rules Software Development Kit

    CodeTwo Exchange Rules Software Development Kit provides documentation, samples and libraries containing classes representing the provided API that let you develop and build service-orientated custom applications integrated with CodeTwo Exchange Rules Pro.
  • Wide variety of actions based on defined conditions including:

    • Automatic signatures and disclaimers

      The program lets you create automatic, professionally looking correspondence with personalized signatures and common legal disclaimers fulfilling all legal regulations in terms of electronic communication.
    • Marketing email campaigns

      You can boost your promotional campaigns with banners and texts added to the chosen mail.
    • Attachment control

      You may create rules that automatically take control over the attachments included in emails: strip large files to protect your storage against unwanted growth, archive, compress and add attachments to predefined sent mail.
    • Email filtering and data protection

      Use the program to filter all sensitive content included in the mail within your organization. Thanks to this solution you will be able to prevent such data from leaking out of your company by masking, replacing or removing predefined keywords from messages. 
    • Smart auto-responders and centralized auto-forwarders

      You can configure the program to send autoreplies to the chosen incoming messages and also automatically forward the received mail that meets specified criteria to the predefined departments.


    Check the full list of Actions and Conditions.

  • The unsubscribe mechanism that lets your Clients unsubscribe from the mailing list

    The program provides the unsubscribe mechanism that lets you insert disclaimers including an unsubscribe link to the sent mail. As a result, if the recipient clicks such a link, it will unsubscribe this recipient from the mailing list and block sending any further correspondence to his/her email address.
  • The mechanism responsible for processing actions on secure messages

    The program is equipped with a mechanism that processes actions on secure messages, keeping their encryption undamaged and digital sign valid.

  • Rule scheduling feature

    This option enables setting the time frames for rules to trigger the actions. Thanks to this solution, rules may be activated in the custom time frames and various recurrence patterns.
  • Support for email aliases

    If within your company there are users with multiple email aliases, the Administrator of the program can set up different rules to be applied depending on what aliases are used.
  • Support for hybrid environments 

    The program architecture provides support for certain hybrid environments, depending on the chosen mail flow configuration.
  • Support for multi-tenant environments (Hosted Exchange)

    Thanks to the Tenant configurator tool, the Administrator may create separate profiles for multiple tenants and operate the program in regard to a particular tenant.
  • Servers' performance monitoring tool

    Thanks to the Server Monitor, you may find out how many emails were processed by the particular server in the whole farm, how long it took to process them and take a look at the diagnostic files if any issues appear.
  • Sent Items Update

    The program is equipped with the Sent Items Update feature that, once enabled, lets users see how their messages look after processing by CodeTwo Exchange Rules Pro.
  • Rules Tester

    This feature enables checking how the message will look like after being processed by the program before actually sending mail outside the company.
  • Settings converter

    If you were using any previous version of the CodeTwo Exchange Rules family, you can easily import rules and convert them to work with the current version of CodeTwo Exchange Rules Pro.
  • Diagnostic files

    The program collects diagnostic data that can be reviewed if any problems appear during the mail flow process. The log files are divided into:

    • Client log files
    • Exchange Rules Service (Engine) log files
    • Exchange Agent log files
    • Sent Items Update log files

See next

Program's architecture - this article describes the components of the program that cooperate with one another while processing mail traveling through Exchange Server

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