Supported platforms and requirements
CodeTwo Exchange Rules Pro is designed to work with five versions of Exchange Servers: 2007, 2010, 2013, 2016 and 2019. There are two main components that have 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 Converter is a stand-alone application that can convert email rules and signature templates form the CodeTwo Exchange Rules product family to CodeTwo Email Signatures for Office 365.
|Server side:||CodeTwo Exchange Rules Pro Service, installed directly on Exchange Servers.|
|Administration:||CodeTwo Exchange Rules Pro Administration Panel, installed on any workstation or alongside the services directly on Exchange Server.|
|Rules and signature templates conversion:||CodeTwo Exchange Rules Converter, installed on any machine in a domain where the CodeTwo Exchange Rules Pro Service is running.|
|CodeTwo Exchange Rules Pro Service|
|Required permissions:||Local Administrator rights are necessary to install but Domain Admin permissions are required in some further configuration steps.|
Services can be installed on the following 64-bit systems:
with one of the 64-bit Exchange Server versions below:
|.NET Framework 4.0 is required on Exchange Servers 2013/2016/2019, .NET 3.5 SP1 is required on Exchange Servers 2007/2010. It might be also necessary to install Windows Management Framework Core.|
|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 4.5 and Internet Explorer 9 or higher are required. Because of that, the Administration Panel cannot be installed on a machine with Exchange 2007 and Exchange 2010 installed. In such case, you need to deploy the Administration Panel on a client machine instead.
It might also be necessary to install Windows Management Framework Core.
|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 for Office 365 needs to have a mailbox (needs to have an Office 365 / Microsoft 365 license assigned that includes the Exchange Online plan) and needs to be allowed access to the Manage Signatures App. Learn how to check or assign the necessary access permissions
|Notes and warnings:||
|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.