Using previous version's 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 or settings from any previous version of the CodeTwo Exchange Rules family, the Settings importer tool will do the trick. This component is installed along with the Exchange Rules Pro service and the Administration Panel, and enables smooth import and conversion of settings.


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

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


If you are importing settings in a 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 also 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 the settings to 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 on the Administration Panel's toolbar or directly from the list of installed programs (Fig. 1.).

Accessing the Settings Importer via the Start menu.
Fig. 1. Accessing the 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.).

The Settings import wizard window.
Fig. 2. The Settings import wizard window.

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

The verification step of the Settings import wizard.
Fig. 3. The verification step of the Settings import wizard.

This step of the wizard performs the following actions:

  • checks if the connection to the 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 instance.

To start the verification and conversion process, click Verify. Once the verification is over, you should see the status of all the steps (Fig. 4.):

Verification and conversion completed successfully.
Fig. 4. Verification and conversion completed successfully.


Please note that if there were any rules defined in your current software version, the warning icon is likely to appear. However, you should not worry as the program will not remove them, but add new rules to the existing collection.

Once you have the rules properly converted, click Next to start the import process. It might take a moment (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 (Fig. 6.). Click Show report to check the full status report (Fig. 7.) of the import process, including a list of the imported rules/settings.

Opening the import status report.
Fig. 6. Opening the import status report.

Settings import report.
Fig. 7. Settings import report.

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

See next

Using wildcards - this article describes how to use wildcards in the program to substitute any other character(s) within a string of characters.

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