Program settings and advanced features

CodeTwo Exchange Rules Pro offers a variety of advanced features and options that boost the program's functionalities and significantly improve its operation. These features are available in several places of the program.

• In the Settings window:
  • Sent Items Update - configure the service responsible for updating messages processed by the program in the Sent Items folder of a particular mailbox.
  • Secure messages - decide how the program should process encrypted and digitally signed messages.
  • Recipients blacklists - manage blacklists that are in use with the unsubscribe mechanism.
  • Message splitting - thanks to this feature, if a message is sent to multiple users to whom different rules apply, the program will create several copies of this message so that each recipient gets the right message version.
  • Rule categories - manage categories that can be applied to rules.
  • Additional AD attributes (Custom placeholders) - create additional placeholders according to your needs.
  • Logon settings - define of authentication types for the Exchange Rules Pro Service by defining user accounts that can access a particular Administration Panel.
  • Connection - define a connection type with the Exchange Rules Pro Service. The connection may be set either to automatic (default option) or manual.
  • Log files - collect the diagnostic data stored during the program's operation that can be used to review any problems with the program.

Fig. 1. Program settings.

• Directly in the Administration Panel:
  • Import/Export - this feature enables you to import the program's settings (from a backup of the current version or from any previous version of CodeTwo Exchange Rules family), sample rules and export your current settings.
  • Using aliases - as the program supports email aliases for the Sender and Recipient conditions, it may be configured to apply different rules depending on particular aliases used. 
  • Using wildcards - wildcards can be used to substitute any other characters within a string of characters. Their usage is possible in the Sender, Recipient, Subject and Body conditions and in the Remove Sensitive Content action.
  • Using regular expressions - you can define a sequence of characters that forms a search pattern of phrases to be found in messages. Regular expressions can be used in the Subject, Body and Message header conditions and in the Remove Sensitive Content action.
• As standalone applications:
  • Tenants configurator - lets you define tenants recognized by the program via existing Active Directory attributes.
  • Settings importer - converts rules' configuration from any previous version of the program.

See next

Message splitting - this Knowledge Base article describes how to configure the program to update emails including signatures/disclaimers in the Sent items folder of a particular mailbox if a given message was sent to various recipients encompassed by different rules.

See also

Custom placeholders - this article describes how to add your own placeholders to the program.