Using previous versions' settings

If you are upgrading CodeTwo Exchange Rules Pro to the newest version 2.x or performing a new installation and want to use rules created in any previous version of CodeTwo Exchange Rules family, the Settings importer tool will do the trick. This component is installed along Exchange Rules Pro service or the Administration Panel and enables smooth import and conversion of settings.


Before you move on to upgrading the previous version of CodeTwo Exchange Rules Pro to the version 2.x, please study this information first.

Note that to make use of the settings on a machine where no previous version of the program was installed, you need to store previously exported settings locally on this machine before running the import process.


If you are importing settings in multi-server environment where more than one instance of the program will be used, please run the importer only on one machine equipped with CodeTwo Exchange Rules Pro. If you import rules on other instances of the program, they will be duplicated. Therefore, instead of importing settings on each machine, the real-time replication will automatically push settings on all other machines.

Learn more about the program's components

The Settings importer tool can be triggered manually either via the Import / Export button located in the Administration Panel's ribbon or directly from the list of installed programs (Fig. 1.).

Fig. 1. Accessing Settings importer via the Start Menu.

The Settings import wizard consists of four steps, First, you need to select the path to the previous settings via the Browse button (Fig. 2.).

ER Pro 2.x - Settings import wizard
Fig. 2. The Settings import wizard window.

Once you do that, move to the Verification step (Fig. 3.).

ER Pro 2.x - verification of Import settings
Fig. 3. The verification step of Settings import wizard.

This step of the import wizard performs following actions:

  • Checks if the connection to Exchange Rules service(s) is available
  • Looks for any rules that are existing on the current installation
  • Verifies the connection to the Sent Items Update service(s)
  • Converts settings from the previous version to the newest type

To start the verification and conversion process click Verify. Once the verification is over, you should end up with notifications upon the steps (Fig. 4.):

ER Pro 2.x- verification succeeded
Fig. 4. Verification and conversion succeeded.


Please note that if there were existing rules before, the warning icon is likely to appear. However, you shouldn't worry as the program won't remove them but add new ones to the collection.

As you have the rules properly converted, click Next to start the import process. During the import process, the progress will show (Fig. 5.).

ER Pro 2.x - importing settings in progress
Fig. 5. Importing settings in progress.

After a short while the settings will be imported. To check the full report (Fig. 7.) on what has actually been imported, click Show report (Fig. 6.).

Er Pro 2.x - import report
Fig. 6. Opening the Import status report.
ER Pro 2.x - import report opened
Fig. 7. Settings import report opened.

The last thing you need to do is restarting the Administration Panel. After that, the imported rules will be visible on the list of rules and ready to be used.

See next

Using wildcards - this article describes how to use wildcards to substitute any character or characters within a string of characters while processing mail using the program.

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