Supported platforms and requirements
CodeTwo Exchange Rules Pro is designed to work with two versions of Exchange Servers: 2019 and 2016. There are two main components that need to be installed. Their requirements differ slightly from each other. Study the description and table below to get an overview of supported systems and requirements enabling its smooth and uninterrupted operation. There is no need to install anything on end-users' machines, the software runs server-side.
Exchange Rules Pro Service is a set of services (Transport Agent, Exchange Rules Service, Attendant Service, Sent Items Update Service) responsible for processing rules and settings defined within the Administration Panel and applying them to messages traveling through the Exchange Server.
Administration Panel is the management console of the program used for the configuration of rules and other settings associated with the program's operation. The Administration Panel handles the settings to Exchange Rules Service, which is responsible for processing them.
|CodeTwo Exchange Rules Pro Service|
Local Administrator rights are necessary to install but Domain Admin permissions are required in some further configuration steps.
By default, the following services run under the LocalSystem account:
It is possible to run these services under the local user account, but this account needs to have Domain Admin permissions.
Services can be installed on the following 64-bit systems:
with one of the 64-bit Exchange Server versions below:
|.NET Framework 4.5 is required.|
|The service must remain active at all times and should not be installed on any disk that can be unmounted.|
|CodeTwo Exchange Rules Pro Administration Panel|
|Required permissions:||All users can run the Administration Panel (read how to configure access rights and remote management).|
.NET Framework 4.6.2 and Microsoft Edge or Internet Explorer 9 (or later) are required.
|CodeTwo Exchange Rules Converter|
The account used to run the application needs to have access to the rules created in the Administration Panel (with at least View rights). If this user’s access is restricted to specific rules, only these rules will be converted. Learn more about the access rights management
The account used to connect to CodeTwo Email Signatures 365 needs to have a mailbox (needs to have a Microsoft 365 / Office 365 license assigned that includes the Exchange Online plan) and needs to be allowed access to the signature management app. Learn how to check or assign the necessary access permissions
|Notes and warnings:||
|Exchange Servers 2007, 2010, and 2013 are no longer supported.|
|It is impossible to install program components using Group Policy Object (GPO) or other unattended or remote deployment method. The installation has to be performed manually on each machine.|
|Linked mailboxes are supported; however, Active Directory data such as AD user properties and AD group membership is obtained from the domain controller of the environment in which Exchange Server and the CodeTwo services are installed.|
|Encrypted and digitally signed emails are processed if the S/MIME or Active Directory Rights Management Services (AD RMS) standard is used. Others, such as PGP or OpenPGP (e.g. GPG), are not yet supported.|
Additional requirements for the built-in unsubscribe mechanism:
|Size on disk after installation:||When both the Administration Panel and the Exchange Rules Pro Service are installed, the installation size on your disk is similar to the size of the installation file (see the Download page for details). Installation of additional components (such as .NET) might be required - these components usually require less than 100 MB of available disk space.|
Installation process - this article describes step by step how to install the program in the single and multi-server environments and provides information about the upgrade installation from the previous versions of CodeTwo Exchange Rules Pro.