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1. If required select this field and use appearance settings in the properties pane on the right hand side of the window to apply required formatting Any properties specified here will be applied to the associated conditional content when it is used i e to all English signature content However appearance property settings for nested fields are inherited from the master conditional field so if you intend to use the same formatting for all signature content i e for users based in England America or anywhere else then you can leave these settings as they are and update properties for the final conditional field at the end of this process see stage 3 step 5 pg 307 For further information about how appearance properties for nested fields are inherited from the master field see understanding inheritance of appearance properties pg 307 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 304 16 Click OK to save changes and exit back to the add condition window 17 Click OK to exit back to the conditiona field window where the condition for USA is now shown lf Country region is equal to England then this field s value is Conditional Field OR If Country region is equal to USA then this field s value is Conditional Field Stage 3 Specify Signature Content for All Other Users With the master conditional field window now defined with two conditions one for England
2. Field Properties When an item is added to the social media strip a range of field properties is available however there are a number of key properties that should be checked and updated as required These items are shown below Hover text Hyperlink string of text that appears before the field expand for more properties Here e The alt text property contains text that will be displayed when a message recipient hovers their cursor over the icon for that item Default text is provided but you may wish to change this to something more personal for example Visit us on Facebook e The hyperlink property contains a link to the main site for the social media item for example nttp www facebook com You should update this link to reflect your own feed page for example http www facebook com pages Exclaimer 148766371817678 e The image location property shows where the icon for the social media item is stored If you are happy to use the default icon then there is no need to change this however if you wish to use an alternative icon you should change this property accordingly USER MANUAL Exclaimer Signature Manager Exchange Edition Page 255 Label Properties Label properties can be used if you wish to add text to a social media item for example Facebook Twitter Linkedin You Ha To do this click anywhere within the topmost label field to activate it and then click the associated down arr
3. cexclaimer signature manager kas exchange edition Exclaimer Signature Manager Exchange Edition User Manual Contents GETTING STARTED vcccascivevansvacncsvacsenecestsuneestssanswanaainnaseansneseseuresseiceipesssninbaseadawneostiedeusessaenaees 9 Exclaimer Signature Manager Exchange Edition Overview ccscssccsccsscsscceccesccscceccesccssceccescesccncceses 10 SICAL US GOMES II trade etasmacsusaioianmdnuhtouidpineauindaacneunad nanan mbsnidtosmes AN T 10 SI eC IS 5 seentcearcetemsnceaeneramseusecce scone AA A E 10 Complete Control eeren anr NEA EEE sued ced sangeeaa cundaeadetauniensaiteantsbatorentunteseds 11 POW It WOT KS antccecosunconcsaanenanndenwencneamentennnmlanesaapenncndaneneneanenceenneepnesaaneneenieemanunangmanenaaelanesaatpaeentatdaneeanees 11 System ReguiremMeEntS sinatra acer easton cuteness aes ee a ee 12 rN ANS A EE E emcee scemmoretd quctine seeiucanetd aneneesaemnnater A A AA 12 S18 LG L E EE E AE A EE E AE A T E E A A T E E ee A ee 12 EEE E E E A N E A A T T AE E O E 13 Pe CHAU o rri E E EE E E E E 13 Downloading Signature Manager Exchange ECition scssccsccsscssccsccesccsccnccnsccscceccesccscceccescesccncceses 14 The instalation CSS a racine cc se es ec esesse eeceneeese ee e aesnee 15 THE SOC WN ZAR a dean tenpececaqeeds evecswdedpuceeteasinnswacannenpececeannbeacacsudeapecxocunnresdeantenpecceaqendeevecndeapecs 19 Setting Up Multiple Servers siscosscnsssascsateinnsecectisetvsncesnssnnssvevacntee
4. G green Underline J Conditional F Conditional Field Small Caps Font color Font backc Behaviour Interpret m False Conditions Conditions Collection USER MANUAL Exclaimer Signature Manager Exchange Edition Page 306 5 Select this field and use appearance settings in the properties pane on the right hand side of the template editor to apply required formatting Any properties specified here will be applied to the associated conditional content when it is used see below for further information about how nested conditional fields inherit appearance properties Understanding Inheritance of Appearance Properties Having added the master conditional field to the template you can select it and then set appearance properties on the right hand side of the template editor to apply required formatting o EE A Gil image Line BIU amp ey A ean Fo Hyperlink A Fields roa green Font organisation Size Bold amp Conditional Field Italic Underline J Conditional Feld Small Caps Font color Ea Font backc Ea Behaviour Interpret m False Conditions Conditions Collection Any properties specified here will be applied to the associated conditional content when it is used However in this case we know that the conditional field contains other conditional fields so it is important to understand how nested fields inherit properties from the master field If you choos
5. USER MANUAL Exclaimer Signature Manager Exchange Edition Page 278 17 Use this window to enter content to be used if neither of the specified conditions are met i e for messages sent by non T Sales users You can enter text and or fields as required Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 280 for details about changing these properties 18 Click OK to save changes and exit back to the conditional field window If Department is equal to IT then this field s value is You can reach the IT department Mon Fri 8am 7pminTelephone Q Settings for the conditional field are now complete with two conditions one for IT users and one for Sales users and then required content for everyone else USER MANUAL Exclaimer Signature Manager Exchange Edition Page 279 19 Click OK to exit back to the template editor where the conditional field is now shown Underline Small Caps Font color Font backc Behaviour Interpret rr False Conditions Conditions Collection 20 Select this field and use appearance settings in the properties pane on the right hand side of the template editor to apply required formatting Any properties specified here will be applied to the associated conditional content when it is used Table Hyperlink A Fields fg oreen Small Caps Font c
6. USER MANUAL Exclaimer Signature Manager Exchange Edition Page 174 Chapter 8 The Template Library The Template Library Templates can be used to create rich sophisticated HTML layouts including tables images and dynamic Active Directory fields together with simpler RTF versions and then basic Plain Text signatures Templates can be placed pg 207 before after or between original email messages which means they can be used to consistently apply contact details legal disclaimers corporate branding banners for sales promotions and corporate events the possibilities are immense Within Exclaimer Signature Manager Exchange Edition all work with templates is completed using the template library within the Exclaimer console pg 31 tree E Exclaimer S Signature Manager Exchange Edition it SJ Signature Policies EE Policy Tester l Blank Templates T Letterhead style l Business Cards Signatures H Q Campaigns G T Disclaimers The template library is organized using categories so that templates of the same type are grouped When the topmost branch template library is selected you can browse templates and work at category level Below this you can select specific categories to browse edit and add templates This section explains how the template library is used including e Understanding the template library window pg 177 e Working with categories pg 179 e The template editor
7. USER MANUAL Exclaimer Signature Manager Exchange Edition Page 326 When this template is previewed it is displayed as follows a Dear Mr Smith Using this email as an example you should be able to see the signature added to it as specified in the template As this email contains a reply you should even be able to see the content added below my message and above your one if you designed the template to make use of this feature Thank you for contacting Exclaimer Original Message From John Smith Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaimer Signature Manager Exchange Edition USER MANUAL Exclaimer Signature Manager Exchange Edition Page 327 How Do Set the Font for Text In a Template To set the font and any other formatting attributes for field items in a template select the required field and use appearance properties in the properties pane shown below You can also apply formatting via the template editor toolbar pg 200 HTML RichText Plain Text Undo Times New Roman Font size Redo T B Z U te X XB A Paragraph inser Font Select field or i Default other textual Default item in the Italic Default uur Underline Default Small Caps Default Font color i FF33CCc Font backc Default Behavior Interpret m False _ ential actinic Hide if blar False iginal Message Below Reply Content Trim Do not c
8. You can add change and remove categories and templates as required at least one category must always be present There is no right or wrong way to define categories use whatever structure suits your organizational needs To view and browse existing categories select the template library branch from the console tree Existing categories can be viewed in the tree structure or from the content pane pg 178 From here you can e Add a new category pg 180 e Rename a category pg 181 Remove category pg 182 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 179 Adding a New Category The new category option is available from different areas of the template library it can be accessed from the console tree from the library toolbar and from the actions pane Look for the new category option E on the toolbar plate Lik Right click on the rategor PEdit Delete J Rename template library emplates Ge Ql Business Cards Sion branch andusethe context menu Blank Template Signature Blank Template Signature under reply at the bottom Seese Having selected the new category option you are prompted to enter a category name Simply enter the required name and click OK The new category is added to the end of the categories list in the console tree When you are satisfied that all changes have been made correctly click the main save button to save changes pg 44 ma
9. e View options pg 62 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 60 The Policy List All existing policies are listed in the main content area these are the same policies that you will see listed in the console tree oe amp Signature Policies po Directors Only be June Promotional Signature E July Promotional Signature J August Promotional Signature i General Signature No Current Promotions Ea Sent Items Update be e5 Policy Tester G Template Library It does not matter if you access policies from the console tree or from the policy list use whichever method is most convenient for the task in hand Policy Options Double click any policy in the list to access available options for that policy See the anatomy of a policy pg 77 for further information about these options The Policies Toolbar When the policies tab is displayed the policies toolbar contains the following options Toolbar Option Summary New Select this option to access the new Signature Manager Exchange Edition policy pg 116 option Delete Use this option to remove pg 125 the currently selected policy Select a policy from the list and use this option to delete it the policy is removed from the list but is only permanently deleted when changes are saved pg 44 If you need to create a policy which is similar to an existing policy use this option to clone pg 122 duplicate the existing
10. fA Street i P O Box m State province ad ZIP Postal Code A Country region w Country region 2 letters 6 Click OK to save changes and exit back to the add condition window where your condition is now displayed Change the qualifier to contains and type York into the associated value field Notice we have only entered York here because we know that no other cities contain York However if you are not confident about this be precise and use equal to New York instead 7 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Enter content to be inserted if the associated condition is met i e for messages sent by users based in New York USA You can enter text and or fields as required ay Contact our New York office 228 Park Avenue South New York NY 1000 100 Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 15 pg 304 for details about changing these properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 302 8 Click OK to save changes and exit back to the add condition window 9 Click OK to exit back to the conditional field window 10 Click the add button to enter the condition i e to add signature content and associated rules for users based in Texas The add co
11. tree motional Policy elete lt a Clone is General MPT S g Signature Policies emplate f Signature Optior SCi vCard Conditions E Exceptions ko General E August Promotional Signature be J General Signature No Current Promotions Refine settings using Ea Sent Items Update tabs in the content Oy Policy Tester pane M Template Library USER MANUAL Exclaimer Signature Manager Exchange Edition Page 121 Cloning a Policy If you need to create a new policy which has similar settings to an existing policy it is quicker to take a copy of the existing policy and then update required settings for that copy as opposed to creating a new policy from first principles pg 116 The clone option is used to create a copy of an existing policy for this purpose and is available from the console toolbar pg 34 or the right click menu Select the policy to be cloned and use G File Action Window Help the toolbar option a gt af Select the policy to be cloned and right amp Signature Policies click to display EE i available options ne Promotional Sy ure alee a coma K July OE IE amp Signature Policy a5 August Promotional 44 DW e Signature Policy GJ General Signature Gg Clone Signature Policy i Ea Sent Items Update OS Policy Tester 4 M Template Library Bl New Window To clone an existing policy select the policy to be co
12. Once downloaded Setup exe should be run on the required Microsoft Exchange Servers that meets the system requirements pg 12 pg 12 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 14 The Installation Process The Exclaimer Signature Manager Exchange Edition installation process is comprised of two parts installation pg 26 and setup pg 19 Both stages are quick and easy to complete using a familiar wizard approach to guide you through each process step by step The installation process includes the Exclaimer license agreement and copies files to your preferred destination folder Once complete the setup wizard is launched so you can configure basic settings for Exclaimer Signature Manager Exchange Edition which will enable you to get started as soon as the wizard is complete 1 Double click the setup file to start the installation and display a welcome message ta Press the setup button to install Exclaimer Signature 2 Click setup to launch the setup wizard Welcome to the Exclaimer Signature Manager Exchange Edition Setup Wizard Please wait while the Setup Wizard prepares to guide you through the installation Computing space requirements USER MANUAL Exclaimer Signature Manager Exchange Edition Page 15 3 Click next to view the end user license agreement End User License Agreement Please read the following license agreement carefully License agreement BEFOR
13. Options shown here are summarized below Field Summary Condition Enter a name for this query This name is displayed in the main condition exception name window Edita condition by clicking an underlined value Policy applies to messages where The sender meets the Active Directory Attribute Condition HR Manager is Jones It is advisable to specify a name that summarizes the purpose of the query If you have multiple administrators you might also choose to add version change dates here Active Use the browse button to select an Active Directory container or leave blank to Directory search the entire Active Directory container Choose to start the query with no one so the query will start with nothing and add matched users or everyone so the query will start with all Active Directory users and remove matched users Defaults to add if you have chosen to start with no one and remove if you have chosen to start with everyone Select the Active Directory field to be queried then how it should be queried equal to does not equal starts with ends with etc and finally enter a value to be matched against Use the test option to run the query and view matched users in the test pane See how do create a policy based on specific Active Directory attributes pg 138 fora working example of a policy based on an attribute query USER MANUAL Exclaimer Signature Manager Exchange Edition Page 101 Exce
14. make use of thus feature Es _ Export Template Propertie o Right click anywhere in ag the template tab to espiral quickly access key tasks for this template you fe contacting Exclaimer Onginal Message From John Smith Sent 31 January 2010 1025 To Exclarner Sales Subject Exciaimer Mad Disclaimers Dear Sales l am trialling your Exctamer Mad Deschaimers product and would like to know what the sofware wil add to my messages without sending some ceal email Can you help Regards From here you can choose to edit pg 193 this template open the template library pg 177 export the template pg 190 or view template properties pg 196 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 80 The Template Breadcrumb Trail At the bottom of the template preview a breadcrumb trail displays the name of the template being used together with its parent category pg 179 in the template gallery Original Message From John Smith Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaiener Mail Disclaimers Dear Sales am trialling your Exctaimer Mail Disclaimers product and would like to know amg en cee eee er te Can Template breadcrumb trail Click an entry in the breadcrumb trail to navigate to that branch of the Exclaimer console tree USER MANUAL Exclaimer Signature Manager Exchange Edition Page 81 Signature Options The si
15. Typically the original message will be used for most scenarios however the alternative options may be required for more complex setups USER MANUAL Exclaimer Signature Manager Exchange Edition Page 98 One or More Message Headers Contains Specific Words or Character Sequences Match messages based on message header fields Use message headers and words or character sequences links to enter header fields and values to be matched The header field uses intellisense for common message header fields therefore it suggests an entry based on what you type For example if you type the letter T into this field the header To is prompted whereas if you type f into the field the Followup To and From headers are prompted d is exactly The Message is a Meeting Request Update or Response Match messages if they are a meeting request an updated meeting request or a response to a meeting request The Message is a Task Request or Update Match messages if they are a task request or an update to a task request No Previous Policy of This Type Has Been Applied Use this is a catch all condition This is commonly used as the condition for a final policy in a policy chain pg 127 to apply a signature to messages where no previous policy was applied At least one condition must be set to apply signatures If a condition is not selected the default condition of all messages is used mr m USER
16. When the top level template library branch is selected in the console tree any template categories are shown as child branches followed by templates within those categories The Template Library Toolbar The template library toolbar provides quick access to key tasks Options on this toolbar vary depending on which branch of the library is currently selected Those listed below are available when the top level template library branch is selected Option Function New Category Create new category Adds a new category to the bottom of the tree pg 180 Import Import a template Imports previously exported pg 190 template files into the pg 192 template library The Template Library Content Pane When the top level template library branch is selected the content pane displays available categories as a series of tabs If a category is selected templates within that category are shown in the content pane and if a template is selected the content pane shows a preview of that template USER MANUAL Exclaimer Signature Manager Exchange Edition Page 178 Working with Categories Within the template library categories are used to organise templates into logical groups Exclaimer Signature Manager Exchange Edition includes a range of professionally designed templates within a number of default categories as shown below fanana H l Blank Templates H Q Letterhead style ns y Business Cards Signatures i Campaigns
17. cannot be intercepted and examined en route to the recipient s Add digital signature to Select this option to apply a digital signature to the test this message message Not to be confused with Exclaimer Signature Manager Exchange Edition signatures this option refers to the addition of a digital certificate from one of many online providers Messages with a digital certificate may be examined en route to the recipient s but any attempt to change the message attachments and or recipient s will invalidate the certificate and the recipient s will be warned of this as soon as they open the message Send Options If you are testing a signature policy which has been defined with a sender is someone condition and you need Sender address to test send on behalf of behavior for example where a secretary sends emails on behalf of a manager you can specify a particular sender here For further information please refer to sender is someone pg 93 and conditions options summary pg 92 Reply to address Specify an email address to which replies should be directed In some situations responses to an email message need to be directed to another mailbox for example a sales mailshot might be sent from the Sales Director but any replies should be sent to a general Sales email address to be handled by the Sales team as a whole Send date If you are testing a policy which is date critical for example if you have defined particular
18. pg 190 e Adding a new template pg 185 e Cloning a template pg 188 e Exporting a template pg 190 e Importing a template pg 192 e Editing a template pg 193 e Renaming a template pg 194 e Moving a template pg 195 e Removing a template pg 194 You can also learn more about specific tasks using the how to pg 315 section for templates USER MANUAL Exclaimer Signature Manager Exchange Edition Page 176 Understanding the Template Library Window When the template library branch is selected in the console tree you can browse templates and work at category level Options on the template library toolbar vary according to whether a category or a template is selected File Action Window Help ill Template Libra Categories are displayed from the Ps Departme E ET ELEELE root of the template listed for each library branch ps category mna t aaa mana JT Browse templates within each category using content tabs i E Blank Template Signature at the b 0 Letterhead style H E Outgoing Style 1 2 Outgoing Style 2 i ic Exclaimer Corporate Letterhead P E Letterhead 1 eSpiral z Letterhead 3 xchangeUK Categories are F ee displayed from the f kiirii Cei root of the template i library branch Options shown here are summarized in the following sections USER MANUAL Exclaimer Signature Manager Exchange Edition Page 177 Console Tree
19. select the arrow associated with the image source field and choose the required field QR Code Logo USER MANUAL Exclaimer Signature Manager Exchange Edition Page 242 The selected image is displayed with the QR code By default it is set as background to the code if required use position options to change this If the position is set to in center of code the logo image is positioned in the center of the QR code for example OER as When the position is set to as background to the code or in center of code the image is automatically scaled for a best fit with the QR code if you subsequently change the size of the QR code the logo image is scaled accordingly When the position is set to user defined you can adjust the size and the position of the logo image manually please see repositioning a QR code and logo manually pg 243 for further information about this option Repositioning a QR Code and Logo Manually If you have added a logo image and you wish to manually control the position and or size of that image in relation to the QR code access the logo tab and set the position to user defined Ensure that the logo tab is selected OAs background to code C Users Administrator Desktop lmages for Docs exclaimer lot 7 In center of code pa m eee et Set the logo position to user defined USER MANUAL Exclaimer Signature Manager Exchange Edition Page 2
20. this is particularly useful if you are using codes as trigger words since these might be confusing for recipients to see To achieve this define a policy where the conditions pg 90 are set for subject contains specific words or phrases as shown below Step 1 Select The Subject Contains Specific Words or Phrases Option Having selected this option click the words or phrases link in the lower pane E Sales Department i ditions Select the subject contains specific words or phrases Tj T 3 ds or phrases The Daun wine E E eeaen One or more message headers contains specific words or character sequences _ The Message is a Meeting Request Update or Response The Message is a Task Request or Update _ No previous policy of this type has been applied Click the words Edita condition by clicking an underlined value or phrases link Apply policy when all conditions are met Apply policy when any condition is met USER MANUAL Exclaimer Signature Manager Exchange Edition Page 135 Step 2 Add Required Words and Phrases Enter as many words and phrases as required using the add button to confirm each one If you specify multiple words in a single line they are treated as a phrase Enter the required word or phrase Click the add button to confirm the entry USER MANUAL Exclaimer Signature Manager Exchange Edition Page 136 Step 3 Set options for words and phrases Choose
21. 4 Addas many fields as required in this way and then click OK to return to the template editor where the list of fields element is added to the template Editor Font NE o organ sat d Original Message Above Reply Separator Select the list of fields element LL LL LL LLL DL L LLLA E pe e Pho JM number a iii f RSi l Suo P bca wa ea o e aiii atin oe sittin ot abate aa Properties E SUNS OO OR py this e mail sase notify fh ge Sender immediately t you raving iil ce eee ae agree La Sey gt The method used to organize the list of field lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt P gt lt FONT gt listOfFieldsp O O O oo A _ Paragraph List Of Each of the included fields can be updated in the properties pane or double click the list of fields element to open the list of fields window Underline Small Caps Font color Font background co Separator Font Label font Fields E mail Label E mail Field Web page Label Web page Field Telephone number Phone Telephone number F Email Blog ists Arrangement USER MANUAL Exclaimer Signature Manager Exchange Edition Page 262 Changing the Appearance of All Field Labels To quickly change the appearance of all labels in a list of fields simply select the list of fields element and update font settings within t
22. Click the browse button to open the folder location window and click Location browse to navigate drives and folders to specify a folder location Alternatively click insert to navigate available fields and select an Active Directory field to insert as the location Filter If required you can use wildcards so that only certain images are used for example you might wish to use a series of images which start with 13 and would therefore specify 13 or you might only wish to use JPEG images and therefore specify JPG Address Use this option to apply a hyperlink to banner images Click the browse LI button to open the address window and type the required URL into the address field i e the web address that should be displayed when a user clicks the image in the message Alternatively click insert to navigate available fields and select an Active Directory field as the link target for example you might wish to use the message sender s web page Hover Text Enter text to be displayed when a user hovers the cursor over a rotating banner ad image Alt Text Enter text to be displayed if images cannot be displayed Remember that you can switch to preview mode from the template editor toolbar pg 200 to see the effect of any dynamic fields you have inserted USER MANUAL Exclaimer Signature Manager Exchange Edition Page 247 RSS Feed The RSS feed field is used to insert an RSS feed into email messages fo
23. E E E tbonceededeeuns 74 TRG Litor POE E sorena Ennen ne EE EEEE EEEE EEE E EE E EEEE 75 The Policy Setup Pane ssssessesereesereresrrresrreessreessreessreessreossreessreessreosseeessrrossreessreosereesereesseeesseeeseeees 75 The Policies Toolbar pict giaectires cacisacttateieoos eactunatees antunnsactacmtetsesceautescaaataniandscdnaceseesaieiasnessacuentendantocseatsaades 76 VCW ODUONS eacatitis veces nuspattinenticuirs E E O EE N A 76 THe ANATOMY Ora POCI rinena E E vers 77 E E AN A EN E A N E A E E 78 F a E A 79 Right Click OPTIONS dee arctic sercors irs an ec sede sear EE EEEE EEEE 80 The Template Breadcrumb Trail ccccccsccccssseccceseccccesececeesececeeecceeeeeceseuneceseueeeesenecesseneceteeaeeetees 81 AEE SCIONS oesie EErEE EO EE 82 E o EIE AE E A A sions E A EA AE EAE E A E E A E 86 Customizing GAN atte cscs ts catetecrat sheppanea A AE E A 88 CONAN ON e a A 90 Available Options for Setting ConditionS s essssesessesreeserrerrererrrresrereserresrereseeresrereserreseereseereseee 92 Creating Queries With the Configure Attributes WINdOW cccccccssececesseceeeeeceeeeneceseeseeeeenecs 100 ENCED ON era E E A a 102 Available Options for Setting Exceptions scsssesesssssrescsvsscncusssevensrescassscneususeneusrescavssencussses 103 PS FNS Cra cannianaipheetenaatdann tues E E AEE EE E E T A taadieaalaom et tas 112 Using the advanced schedule sssesesssseesessrrssrrrssrrrssrrresrrresrrresrrresrr
24. MANUAL Exclaimer Signature Manager Exchange Edition Page 99 Creating Queries With the Configure Attributes Window The configure attributes window allows you to define conditions pg 90 and exceptions pg 102 based on queries that are run on Active Directory user attributes for example you might want to define a policy to match all users within a given department or a specific country or with a certain manager With Exclaimer Signature Manager Exchange Edition you can define queries based on the full range of Active Directory attributes The configure attributes window is opened when defining a condition pg 90 or an exception pg 102 using the sender recipient is someone and then the sender recipient has one or more specific Active Directory attributes options Start the query with Display name for Browse Active the query The selected Directory containers x all Active Directory users Or no users Mttributes Active Directory zn details container namne on y Remove query ane h Start with IN one gi Heit then Adc gt users where select lel le A Add query Choose to add or Select an Active Select how the Type the value to remove matched Directory field to field is queried be matched users be queried Primasy SMTP Address Test the query Test results are listed in the Test pane USER MANUAL Exclaimer Signature Manager Exchange Edition Page 100
25. Next match the attribute for the element Finally match the attribute value Example Suppose that the tag below was specified as a separator For this string Exclaimer Signature Manager Exchange Edition will match any horizontal rule with a tabindex of 1 The horizontal rule can include other attributes and values but it must have the attribute and value of tabIndex 1 As such the following elements would be matched OF However the following element would not be matched because the attribute value is set to 2 rather than 1 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 71 HTML Style Attributes Style attributes are resolved in a similar way to HTML tags described in the previous section Example Suppose that the tag below was specified as a separator lt div style border none border top solid B5C4DF 1 0pt padding gt For this text string Exclaimer Signature Manager Exchange Edition will match any div tag containing a style attribute of border none border top solid B5C4DF 1 0pt padding The div tag can include other attributes but it must include the attribute and values style border none border top solid B5C4DF 1 0pt padding As such the following style attributes would be matched lt div style border none border top solid B5C4DF 1 0pt padding 10pt Opt Opt 10pt gt oli lt div id default style border none border top solid B5C4DF 1 0pt padding 10pt Op
26. Properties 4 Select the Log On tab 5 Click the Browse button and locate the user created in step 1 pg 156 6 Type the user s password and click OK to complete the process 7 Ensure that the service starts with the new user s credentials and that its startup type is set to Automatic USER MANUAL Exclaimer Signature Manager Exchange Edition Page 159 Use a PowerShell Script The following script can be run in the Exchange Management Shell Exchange 2007 If you are using Exchange 2007 use the Set Service Rights script below Get WMIObject Win32 Service where Name og Rxclaimer Signature Manager Exchange Edition Sent Items Update Service ForEach Object Change S null null null null Automatic Snull Enter the domain username password Restart Service Exclaimer Signature Manager Exchange Edition Sent Items Update Service Exchange 2010 Exchange 2013 If you are using Exchange 2010 or Exchange 2013 use the Set Service Rights script below Get WMIObject Win32 Service where q Name eq Exclaimer Signature Manager Exchange Edition Sent Items Update Service ForEach Object gt Change onull Snull Gnoll Snull Automatic snull rrt Enter The Users Identity password Restart Service Exclaimer Signature Manager Exchange Edition Sent Items Update Service Note that elements surrounded by should be substituted with infor
27. USER MANUAL Exclaimer Signature Manager Exchange Edition Page 125 How To This section contains instructions for completing a selection of common tasks with policies within Exclaimer Signature Manager Exchange Edition e How dol create a policy chain pg 127 e How dol create a policy for all internal or all external emails pg 131 e How dol stop a signature being repeated in an email conversation pg 134 e How dol define a policy based upon a subject line trigger word pg 135 e How dolcreate a policy based upon specific Active Directory attributes pg 138 How dol change the sequence in which policies run pg 145 e How dol change the template associated with a policy pg 146 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 126 How Do Create a Policy Chain The illustration below shows a common scenario where a policy chain might be used standard Standard Organization Organization Signature oo Disclaimer Here an organization has three main departments IT Sales and HR All members of the organization require a dynamic signature at the end of their email messages together with a standard organizational disclaimer However members of the IT Sales and HR departments also require a specific departmental message to be added before the standard organizational disclaimer The steps required to complete this setup are detailed below 1 Create a main template w
28. When a user sends an email message the message is checked against all defined signature policies and if it matches specified criteria for a policy that policy is applied and associated signature content is added to the message All of this happens behind the scenes the message that is finally received at the other end can be quite different to the one that the user sees when they press send Depending on how signature policies and templates are defined the final message might be displayed in a different way and signature content will be included If required the sent items update pg 149 feature can be used to store sent messages exactly as they were received i e the processed version or to store the original version of the message AND the processed version USER MANUAL Exclaimer Signature Manager Exchange Edition Page 11 System Requirements System requirements for hardware and software are summarized in the following sections Hardware Item Minimum Requirements Recommended Requirements CP x64 architecture based x64 architecture based computer Intel computer Intel Itanium family Itanium family IA64 processor are not IA64 processor are not supported supported Disk Space 350MB 500MB 1024 x 768 pixels 1152 x 864 or higher Software Minimum Requirements Operating Systems Windows Server 2003 R2 x64 including all service pack levels Windows Server 2008 x64 including all service
29. a DDI Pager A Tel elephone number E mail as hyperlink Z web Web page as hyperlink E EE EEE ar SS a TT w x SS VAlksss SVM N A key benefit of using a contact block rather than individual fields is that you can choose to suppress a row if there is no information in the message sender s Active Directory information to include For example if a contact block includes a fax field but there are no fax details for a message sender the fax row of the block is not displayed when the message is sent Once inserted a contact block can be edited for example you might wish to swap one field for another or adjust the formatting using properties pg 309 For further information please see how do create a contact block pg 319 When the contact block is selected from the insert table options window table rows and attributes are not available This is because the contact block is a predefined table however you can adjust the table once it has been inserted into the template Smart Table Custom The custom smart table option can be used to insert a table and specify content attributes using straightforward data entry fields This is a quick and easy way to insert a table and include Active Directory fields or other content at the same time the alternative would be to insert a standard HTML table and add fields or other content manually For further information please see the sma
30. a Subject Line Trigger Word ccccceeeccceesececeeseeeeeeseeeeenees 135 Step 1 Select The Subject Contains Specific Words or Phrases Option ccccccsseceeeeeeeeeeeees 135 Step 2 Add Required Words and PhraSeS sscccccssececcssececeesccecenececeuseceseeeceeeeneceeeunecetsueeeeeenecs 136 Step 3 Set options for words and PHASES ccccceeseccceesecccesccecesececeusececeueceeeeececeuneceseueeeeeenecs 137 How Do I Create A Policy Based Upon Specific Active Directory Attributes cccceeccccseeeeeeeeees 138 Steps 1 and 2 The Sender Is SOMeone ssssssssssseserresssrrsrrerssrersrrresrrerserressrreserressrreserresereeseeeee 138 Steps 3 and 4 The Sender Has One or More Specific AD Attributes ssessesseeesesressrrresrrrsserees 139 Steps 5 and 6 Enter Basic Details for the Query essesssssssessseeserrrserrrssrresserrssrrrssereessrreserresererseeeee 140 Steps 7 and 8 Browse and Select an Active Directory Container eessssssssssserssrrrssrrrssrrresrrrsserree 141 Steps 9 and 10 Choose a Start Point and Select Required Attribute seesseseeeeserressrressrrrssrress 142 Step 11 Choose How Matching Should Be Made ccccccsssccccesececeesececeesccceeeeceseusecetsueeeeeenees 143 Step 12 Enter the Required Attribute Value for Matching cccccccssecccsseccecesececeeseceeseseeeeenees 144 How Do I Change The Sequence In Which Policies RUN ssessssesssssserserrrssrrrsss
31. a list of fields you can specify font properties for all labels pg 263 so there is no need to format each label individually unless you have a particular need for doing so You can also choose how the fields and labels should be displayed pg 264 for example you might choose to use a tabular layout or as a single line with a given separator The example below shows an extract from a template in both design and preview modes Here a list of fields element has been added to insert three fields with associated labels displayed as a single line with a separator Design Mode Preview Mode Gy oreen green Email E mail Blog Web page Phone Telephone number Email kareng oreenorg net Blog www greenorg net Phone 44 0 1252 987 456 Adding a List of Fields 1 To add a list of fields use the fields panel to insert a list of fields field When this field is added to a template the list of fields window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 260 2 Click the add button to add the first required field The add field window is displayed 3 A Initials Last name A Display name A Description A Office 14 Telephone number A Other Telephone number A E mail Lg E mail as hyperlink A Web page Web page as hyperlink A Other Web page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 261
32. additional icons are displayed Then click kg to view the message at this point Karen Green network26 local Sent 06 08 2013 12 34 Delivered To Administrator network26 local To Administrator network26 local This message is for testing purposes only Thank you Karen_Green network26 local espiral GROUP If you click the final message node in the rules applied diagram and choose the preview option you will see what if any signature is applied once all processing is complete Alternatively you can click the messages tab pg 174 and check the output entry for this test USER MANUAL Exclaimer Signature Manager Exchange Edition Page 173 Working with Test Messages Having run a policy test an additional tab named messages is displayed From here you can view the original test message and also the final output a gt amp 96 Policy Tester View the original test policies were processed and bey jenten Rag Fades Hipphe signatures were applied Message content Te ee y A Karen Green network26 local Administrator network26 local Sent 06 08 2013 12 34 Delivered To Administrator network26 local To Administrator network26 local This message is for testing purposes only Output Thank you View the output test a are message after all policies a e and associated signatures gt ee amp have been applied i e as it see would be received espiral GROUP
33. am tiaina your Exclarner Signature Manager Exchange Editon product and I would hike to know what the sofware wil add to ony messages without sending some real emal Can you help Regards John Smath signatures GreenOrg business Card The associated template is previewed in the content pane Here a sample email is used to show how any content layout formatting and signature properties in the template will be applied to messages From here you can e Double click anywhere in the content pane to edit the template in the template editor pg 190 e Use the breadcrumb trail at the bottom of the window to navigate templates Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 79 Right Click Options For quick access to key tasks that you may wish to complete for the template that is associated with a policy simply right click anywhere within the template tab z June Promotional Signature Edit ites email as an example you should be able to see the disclaimer added s specified in the fernplate As thes email contains a reply you should even Template Library o to see the content added below my message and above your one you S d the termplate l
34. are summarized below Summary Attach sender s Select this option if when this policy is applied the sender s vCard vCard when sent should be attached to email messages that they send from within the from within the organization If required click the customize pg 88 button to change organization the content of vCards Remove any If you have chosen to attach the sender s vCard it is advisable to also previously applied select this option otherwise multiple copies of the same vCard could vCards be attached within a conversation Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 87 Customizing vCards Having chosen to attach vCards the customize button is enabled If required you can use this option to view update vCard properties Card attachment name First name Last name Company Title The name to be used when attaching the vCard to a message vCard details are taken from the Active Directory Available details are listed on the left hand side and associated properties i e Active Directory fields are selected from the right hand side Properties are selected in different ways depending on the nature of the field For ex
35. attributes option _ The Sender is inside or outside of the organization _ The Sender is an Active Directory contact 4 Peer ee manans TRER RAE Click the AD attribute M Edita condition by clicking an underlined value values link Policy applies to messages where The sender has a combination of Active Directory Attribute Values C Apply policy when all conditions are met Apply policy when any condition is met USER MANUAL Exclaimer Signature Manager Exchange Edition Page 139 Steps 5 and 6 Enter Basic Details for the Query 5 Enter a meaningful name for the query Start with Noone 6 Click the browse button to browse and select an Active 7K then Add users where select select Directory container USER MANUAL Exclaimer Signature Manager Exchange Edition Page 140 Steps 7 and 8 Browse and Select an Active Directory Container El BB network26 E Computers E Domain Controllers E ForeignSecurityPrincipals E Managed Service Accounts E Microsoft Exchange Security Groups E Microsoft Exchange System Objects Ex Program Da 7 Select the E System users container 8 Click OK to return to the query editor USER MANUAL Exclaimer Signature Manager Exchange Edition Page 141 Steps 9 and 10 Choose a Start Point and Select Required Attribute Jenatm 9 Set start with Active Directo to no one Basic A
36. be shown as from Jane Smith on behalf of Alice Jones In this case you would use identify sender options to control whether the policy is evaluated according to the PA or the Company Director USER MANUAL Exclaimer Signature Manager Exchange Edition Page 105 Available options are Identify sender using the message s FROM field Identify sender using the message s SENDER field The sender is a specific person The sender is a member of an Active Directory group The sender is a member of an Active Directory domain or organizational unit The sender has one or more specific Active Directory attributes The sender address contains specific character sequences The sender is inside or outside the organization The sender is an Active Directory contact Summary If selected the sender will be considered to be the person in the from field of the email message i e not necessarily the person who physically sent the message Taking the example above the policy would be evaluated against the Company Director Alice Jones If selected the sender will be considered to be the person who physically sent the email message i e not necessarily the person that the recipient will see as the message being from Taking the example above the policy would be evaluated against the PA Jane Smith The following options are available to determine your sender is someone criteria Summary Use the list of us
37. click the down arrow associated with this field to select an Active Directory field to insert as the image source for example you might wish to use the message sender s thumbnail photo At Test Visit our website continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 235 Item Summary Hyperlink Use this option to add a hyperlink for the image Type the required URL into the hyperlink field i e the web address that should be displayed when a user clicks the image in the message Alternatively click the down arrow associated with this field to select an Active Directory field to insert as the link for example you might wish to use the message sender s web page Alt Text Enter text to be displayed when the recipient hovers their mouse over the image or if the image cannot be displayed Remember that you can switch to preview mode from the template editor toolbar pg 200 to see the effect of any dynamic fields you have inserted USER MANUAL Exclaimer Signature Manager Exchange Edition Page 236 QR Code The QR code Quick Response code field is used to insert special barcode type images which can be scanned by QR scanners and smartphones for example mam These images contain information comprised of text and or other fields for example you might include contact information website details etc Using Exclaimer Signature Manager Exch
38. closed their ultimate position and alignment within the template is controlled by any settings and properties associated with the QR code element in the template editor as with any other field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 244 Optimizing the display of QR codes and logos Each OR code is comprised of cells as shown below The composite parts of a QR code are known as cells Using cell appearance and color settings for the QR code you can control the size sharpness shape color and background of these cells Cell Size ___ 6 DataCell W Cell Sharpness _ S Cell Shape Square Rca x Cell When a QR code is first added these settings are automatically defined to display the code with optimal clarity However if you are also using a logo image you may need to adjust these settings to ensure that the logo is displayed clearly This is particularly relevant where the position of the logo image is set to as background to the code or user defined With default cell appearance settings the logo image is typically obscured by the QR code however reducing the cell size and cell sharpness will increase transparency making the logo image clearer You may also find that adjusting the cell shape and color settings for the QR code also helps with the clarity of a logo image USER MANUAL Exclaimer Signature Manager Exchange Edition Page 245 Rotating Banner Ad
39. date range g 112 criteria you can specify a particular send date to be applied to the test message Headers If you are testing a policy which is defined to apply a signature based upon a specific email header use these options to add that header to the test email USER MANUAL Exclaimer Signature Manager Exchange Edition Page 166 Creating a New Policy Test To create a new policy test follow the steps below 1 2 3 4 Ensure that policies are in the correct sequence on the policy list pg 74 Select the policy tester Enter to and from information Enter CC and BCC information if required Add attachments if required Choose whether to test the email in HTML RTF or plain text format Compose and format required email text in the policy tester editor pg 163 Set security delivery and header pg 165 options if required Select the run test option USER MANUAL Exclaimer Signature Manager Exchange Edition Page 167 Saving amp Re Using a Policy Test Settings for the policy tester are retained until you close Exclaimer Signature Manager Exchange Edition If required you can choose to save the current settings for use at a later date pg 169 Saving a Policy Test To save a policy test ensure that options are set as required and click save message from the policy tester toolbar pg 164 then choose a location and filename for the saved policy test 7 A i gt Images for Do
40. edit its setup details KA View options Policies toolbar Signature Policies E New agDelete GylClone f Move Up Move Down Move to Top lal Move to Bottom Setioa t Poic Bhe Policy Name Signature Policies J Directors Only SJ June Promotional E July Promotional Policies list August Promotion AAEE 5 General Signature No Curent Pro T General K Template Ca Signature Options EF vCard Conditions Exceptions fE Date Range E Ge sear Policy setup pane It is important to note that policies are processed in the order that they are listed here You can use move up move down or move to top move to bottom pg 61 options to change the sequence of this list and use next policy pg 114 options for greater control over processing sequence Available options are summarized in the following sections e The policy list pg 75 e The policy setup pane pg 75 e The policies toolbar pg 76 e View options pg 76 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 74 The List of Policies All existing policies are listed in the upper section of the main content area these are the same policies that you will see listed in the console tree 8 Exclaimer 5 Signature Manager Excha g amp Signature Policies be June Promotional Signature July Promotional Signature GJ August Promotional Signature 4G General Signature No Current Pr
41. email layout signature style and branding e Each department within the organization may require supplementary disclaimers or sign off messages e Certain people within a department may require additional signature information e At weekends certain departments may need to apply alternative signature information Using Exclaimer Signature Manager Exchange Edition you can create policies to control the circumstances under which templates are used In short a policy can be thought of as a set of rules or conditions that must be met for a template to be applied to email messages Policies can be as simple or as complex as required For example a plain text signature for all outgoing messages might be sufficient for one organization whereas others may have more complex requirements incorporating heavily formatted templates and a series of connected rules created with a policy chain pg 127 This section contains key information for working with policies including e Accessing existing policies pg 148 e General policy settings pg 68 e The anatomy of a policy pg 77 e Adding anew policy pg 116 Cloning a policy pg 122 e Changing a policy pg 123 e Enabling and disabling a policy pg 124 e Removing a policy pg 125 You can also learn more about specific tasks using the how to pg 126 section for signature policies USER MANUAL Exclaimer Signature Manager Exchange Edition Page 64 Accessing Existing P
42. eq ot where J Summary _ IsExchange20070rLater eq true where _ AdminDisplayVersion Major ge 14 ForEach Object New M anagementRoleAssignment Role Applicati onImper sonation User Get User Identity network26 ExclaimerSIus select object identity Get wWMIObject win32_Service where _ Name eq Exclaimer Signature Manager Exchange Edition Sent Items Update Service ForEach Object i _ Change null null null null Automatic null network26 ExclaimerSIUS password Restart Service Exclaimer Signature Manager Exchange Edition Sent Items Update Service 4 Click next to complete the configuration wizard Exclaimer Signature Manager Exchange Edition Sent Items Update Configuration Wizard Pi Welcome Summary E Service Credential Conget iaioa Voy eve aes nE EAT ee E Update Pi Create Account The Exclaimer Signature Manager Exchange Edition Sent items Update service is now Grant Rights configured and has been started on this machine E Summary 5 Click finish to exit the wizard USER MANUAL Exclaimer Signature Manager Exchange Edition Page 155 Sent Items Update Service Manual Configuration To configure the Sent Items Update Service manually the following steps are required 1 Create a user pg 156 2 Grant rights pg 158 3 Configure the service to use new credentials pg 159 These steps are detailed in the following sections Step 1 Crea
43. er ee ett be tee tee Re ries meted br 6 op Aad fe aaa Au fey nai otas GJ HR Department Seer aa nanne mpeane m a mented _ 4 Standard Organization Disclaimer i Jy Sent Items Update im Policy Tester Right click on the S Template Library template that you l Blank Templates wish to remove Ql Letterhead style iness Leathe IRS ee te emilee 342 eT ate Properties Move Export New Window a Q Disclaimers Having selected the delete option you are prompted to confirm that you wish to proceed The selected template will be deleted Are you sure that you want to delete this template Click yes to remove the selected template A template is not permanently deleted until settings have been saved If you exit without saving or cancel changes the category will be reinstated in the console tree USER MANUAL Exclaimer Signature Manager Exchange Edition Page 197 Chapter 9 The Template Editor Introduction The template editor is used to add edit and preview templates in HTML RTF and Plain Text formats With a look and feel that will be familiar to Microsoft Outlook users you can create templates which are as basic or as sophisticated as required This section provides an introduction to the template editor including e Understanding the template editor window pg 200 e Template editor toolbar variations pg 203 e Placement of signature content pg 207 e F
44. from first principles Move Up Move Down Use these options to reorganize the policy list and determine the order in which policies are applied Select a policy and click move up or move down as required Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes View Options The view option can be used to determine whether policies are displayed in list details form Signature Policies J Directors Only 5 June Promotional Signature J July Promotional Signature or as large icons Signature Policies J g S J g Directors Only June August General Promotional nA Promotio Signature Signature USER MANUAL Exclaimer Signature Manager Exchange Edition Page 76 The Anatomy of a Policy A signature policy is comprised of a range of settings which control how signatures look and behave These settings are organized across a series of tabs displayed in the content pane when a policy is selected These options are summarized in the following sections e General pg 78 e Template pg 79 e Signature options pg 82 e vCard pg 86 e Conditions pg 90 e Exceptions pg 102 e Date range pg 112 e Next policy pg 114 USER MANUAL Exclaimer Signature Manager Exchange Edition P
45. from the main list of fields item and this is explicitly stated in the property values Properties Top level appearance properties to be applied to the master field and all elements within it Italic Underline False Small Caps Font color E 318 Elements within the master Font background co ___ field automatically inherit Background Color properties from the master b Border but these can be changed on b Label font an individual basis 4 Fields 4 Telephone number phone Font Arial Inherited from Lis Size Opt Inherited from List Bold False Inherited from Li Italic False Inherited from Li Underline False Inherited from Li Small Caps Font color E 318598 Inherited Font backgroun Word wrap True gt Width b Height USER MANUAL Exclaimer Signature Manager Exchange Edition Page 311 If required you can change the values associated with inherited properties on an individual basis as shown below Top level appearance properties to be applied to Properties lt List Of Fields the master field and all 4 Appearance elements within it Font Arial Size 9pt Bold False Italic False Underline False Small Caps Font color i 318598 The telephone field has some Font background col inherited properties from the Background Color master list of fields field but gt Border bold and font color properties gt Label font have been
46. help identify new messages in your sent items folder is to apply an Outlook category to them Select the Add a category to modified new messages option and specify the required category color Category name Non original Mail Category color m Note that category colors are only available for users with a mailbox on an Exchange 2010 server this feature is not available in Exchange 2007 continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 151 Option Summary Split Mail When a message is sent to multiple recipients and different signatures are required the message is split for each recipient so that appropriate signatures are applied Use split mail options to determine what should happen in these If you choose to Keep one copy for all split messages in the Sent Items folder only one modified message will be saved this will be the message for the first recipient processed If you choose to Record all split messages in the Sent Items folder a modified message will be saved for each recipient Temporary Files Folder In order to process sent items Exclaimer Signature Manager Exchange Edition needs a location in which temporary files can be processed Use this option to specify the required folder for these files The sent items update feature requires Microsoft Net Framework 3 5 SP1 You can download this from http www microsoft com downloads details aspx familyid AB993
47. in length any content after 160 characters will be truncated 2 Having selected the code type and entered associated details the image and any details that you entered are added to the QR code window From here you can use toolbar options to Change the size sharpness and shape of the QR code image Change the color of the image i e the actual composite parts and or the image background Click in the information pane populated with details you have entered so far and insert Active Directory fields Preview the image using details for a selected user 3 If you would like recipients to be able to click on the QR code image to access a website or perhaps a mailto link enter link details using hyperlink and alt text fields 4 If required click the logo tab at the top of the window to apply a logo to the image Here you can browse for the required logo or use the arrow associated with the logo field to add a logo via an Active Directory field 5 Click OK to confirm details and add the QR code image to the template Certain combinations of images and colors may produce a QR code that is not always readable We advise customers test the QR code with a smartphone to ensure it works as expected before releasing it in a signature To edit the properties of an existing QR code image in a template simply double click the image to access the QR code window USER MANUAL Exclaimer Signature Manager Exchange Edit
48. insert a content from file field When this field is added to a template the file location window is displayed 2 Click the browse button to navigate drives and folders to locate the required file Alternatively use the insert button to select an Active Directory field to insert as the file source Date and Time Server General 3 Click OK to confirm your selections Remember that you can switch to preview mode from the template editor toolbar pg 200 to see the effect of any dynamic fields you have inserted m USER MANUAL Exclaimer Signature Manager Exchange Edition Page 232 Custom Hyperlink A custom hyperlink can be used to insert a standard hyperlink i e a URL for a web page and any other kind of link for example a mailto email link for example green organisation Visit Additionally it has the option to include other Active Directory fields This means that you can create a custom hyperlink and insert for example the message sender gt web page field to insert a link to the sender s own web page in the signature To insert a custom hyperlink and specify a field within it follow the steps below 1 Use the fields panel to insert a custom hyperlink field When this field is added to a template the hyperlink window is displayed 2 Click the down arrow associated with this field to select the required Active Directory field to insert as the link target for exa
49. messages in Stat tus view From here you can e Navigate the console tree to access signature policies pg 64 sent items update pg 149 the policy tester pg 162 and the template library pg 176 e Update general settings pg 53 for Signature Manager Exchange Edition from the settings tab e View and manage existing policies pg 60 from the policies tab or via the actions pane e Add anew signature policy pg 116 via the actions pane For further information about the Exclaimer console including the menu toolbar zZ m and actions pane see understanding the Exclaimer console window pg 36 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 52 Signature Manager Exchange Edition Settings The settings tab contains general settings for Exclaimer Signature Manager Exchange Edition Settings toolbar Signature Policies amp GJ Wizard Generated Signature Policy OB Policy Tester H P Template Library Advanced settings Available options are summarized in the following sections e Available settings pg 54 e Advanced settings pg 55 e The settings toolbar pg 59 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 53 Available Settings Fields on this tab are summarized below Enable Signature Manager Exchange Edition Policies Handled message classes Show unhandled messages in status view Summary Enable or disable all signa
50. of the shared folder i e you must make the same permission changes in both the sharing and security tabs of the folder s properties dialog Folder Permissions Easy Method Allow the Everyone group to have Read permissions Folder Permissions Secure Method Allow Read permissions only for the computer account of each server with Exclaimer Signature Manager Exchange Edition installed upon it This is essential because the Exclaimer Signature Manager Exchange Edition Remote Deployment service runs under the LocalSystem account this account as the name suggests only has access to the local system of the machine that it is running on not to any network resources The only way this account can ever see a network resource is when the computer account is given specific access to that resource i e the folder on the network resource allows itself to be accessed by the LocalSystem account of a specific remote machine In this case access is restricted to only reading data from the remote deployment folder Example permission settings are shown in the following page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 41 Example permission settings Ad Permissions for RemoteDeployment Xi Security Object name C RemoteDeployment R Permissions for RemoteDeployment Share Permissions Group or user names R Domain Admins T estDomain Domain Admins EXCHANGE TestDomain EXCHANGE1 xX E
51. pack levels Windows Server 2008 R2 x64 including all service pack levels Windows Server 2012 Windows Small Business Server 2008 Windows Small Business Server 2011 Microsoft NET Note For the Sent Items Update feature you will require Microsoft Net Framework Framework 3 5 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 12 System Changes The installation process makes the following changes to your system File Location s As part of the installation process you are asked to specify a destination folder into which program files will be installed The default folder is C Program Files Exclaimer Ltd Mail Disclaimers In addition to program files a number of configuration files are copied to your system The location of these files is shown below File Location Windows Server 2003 R2 x64 Documents and Settings All Users Application Data Exclaimer Ltd Mail Disclaimers Windows Server 2008 x64 ProgramData Exclaimer Ltd Mail Disclaimers Windows Server 2008 R2 x64 Windows Server 2012 Windows Small Business Server 2008 Windows Small Business Server 2011 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 13 Downloading Signature Manager Exchange Edition The Exclaimer Signature Manager Exchange Edition installation file is named setup exe and can be downloaded from the Exclaimer products page htto www exclaimer com signature manager exchange edition download
52. policy and then edit pg 123 the duplicate version as required this can be much quicker than creating a new policy from first principles Move Up Move Use these options to reorganize the policy list and determine the order in Down Moveto Top which policies are applied Select a policy and click move up or move down Move to Bottom as required USER MANUAL Exclaimer Signature Manager Exchange Edition Page 61 Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes View Options The view option can be used to determine whether policies are displayed in list details form Signature Policies or as large icons Signature Policies S S Ss ais hn Piraci sigs E USER MANUAL Exclaimer Signature Manager Exchange Edition Page 62 Chapter 5 Working with Signature Policies Introduction Exclaimer Signature Manager Exchange Edition allows you to define any number of templates pg 176 which can include signatures disclaimers branding and email formatting However one size rarely fits all for example an organization with locations around the country may need a standard company signature for all messages but in addition to this e Each office location may require its own
53. the message s FROM field If selected the sender will be considered to be the person in the from field of the email message i e not necessarily the person who physically sent the message Taking the example above the policy would be evaluated against the Company Director Alice Jones Identify sender using the message s SENDER field If selected the sender will be considered to be the person who physically sent the email message i e not necessarily the person that the recipient will see as the message being from Taking the example above the policy would be evaluated against the PA Jane Smith The following options are available to determine your sender is someone criteria Summary The sender is a specific person The sender is a member of an Active Directory group The sender is a member of an Active Directory domain Use the list of users link to browse and select a user from the user list Use the Active Directory group link to browse and select the required group from a list of Active Directory groups Use the domain or organizational unit link to browse and select the required domain or organizational unit from a container list or organizational unit The sender has one or more specific Active Directory attributes The sender address contains specific character sequences The sender is inside or outside the organization The sender is an Active Directory contact Use the Active D
54. the QR code image enter link details here Hyperlink a Alt Text ee From here 1 Use the code type drop down list to choose the type of QR code image that you wish to create You can choose one of the following options Action Summary URL Displays a URL window enter the full URL for the website that you wish to include within the image Contact Details Displays a contact details window which is pre populated with name telephone email and address fields from the Active Directory If required use arrows associated with each field to make changes Calendar Event Displays a calendar event window so you can add event name location time zone and the event start end times Map Location Displays a map location window so you can enter latitude and longitude coordinates USER MANUAL Exclaimer Signature Manager Exchange Edition Page 238 Action Summary Telephone Displays a telephone number window which is pre populated with the Number telephone field from the Active Directory If required use the arrow associated with this field to make changes SMS Text Displays the SMS text window Here enter the required telephone number if required use the arrow associated with this field to populate it via an Active Directory field Then enter required text for the SMS text message in the field below you can use the insert button to include Active Directory fields here Text messages are limited to 160 characters
55. the last 14l successfully saved configurations Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes across all tabs If you are unsure about any changes that have been made use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 44 Configuration Backups Before changes are saved existing configuration settings are automatically backed up Details of any backups are written to the Windows event log for example alm B m E Event Viewer Local Exclaimer Number of events 11 400 New events available b gt Custom Views eke and Ti So b Re EEN i S eve e and Time urce 4 IE Applications and Services Lo Information 17 07 2013 15 55 50 Exclaimer Signature Manager Exchange Edition Categoriz E Active Directory Web Ser Information 17 07 2013 15 55 50 Exclaimer Signature Manager Exchange Edition iki DFS Replication Information 17 07 2013 15 55 50 Exclaimer Signature Manager Exchange Edition Categoriz Directory Service Q Information 17 07 2013 15 55 48 Exclaimer deme he a alk ae Edition ion Configure DNS Server fe Exclaimer Information 17 07 2013 15 55 27 Exclaimer s meeen stages Exchange Edition Sent on Hardware Events spabigicownas 17 07 2013 15 55 27 PO one Manager Exchange oo Sent Ite fE Internet Explorer nfarmation ai
56. the signature Signature content Display name ji frite is between reply separators Previous messages in the conversation will be included beneath the signature USER MANUAL Exclaimer Signature Manager Exchange Edition Page 322 When this template is previewed it is displayed as follows Dear Mr Smith Using this email as an example you should be able to see the signature added to it as specified in the template As this email contains a reply you should even be able to see the content added below my message and above your one if you designed the template to make use of this feature Thank you for contacting Exclaimer Karen Green Marketing Manager If you have a selection of banner images you can take this a step further and use the rotating banner ad pg 246 field to switch between all images in a given folder USER MANUAL Exclaimer Signature Manager Exchange Edition Page 323 How do I Add a Signature to the Very End of Email Messages To place a signature at the very end of an email message signature content should be placed below all original message fields in the template For example HTML T E A smal Hi ssz E mO rannte ete o Signature content is after all reply separators and will be displayed after the entire conversation Display name frie USER MANUAL Exclaimer Signature Manager Exchange Edition Page 324 When this template is p
57. the template editor is set to Plain Text mode the toolbar is shown as below HTML RichText Plain Text bd Soes ue TE a fa Fields Q Preview Redo Paste ewy Bers a aa These options are summarized below cli Toolbar Summary Option Save and close the current template and return to the template library Mode options are used to switch between different view modes Choose from design view and work with the WYSIWYG editor preview preview the template applied to a test message Editor Editor options are used to perform key editorial tasks Choose from undo undo the last action in the editor redo redo the last action in the editor Clipboard Clipboard options are used to manipulate text Choose from copy copy currently selected text to the Windows clipboard cut remove currently selected text and copy it to the Windows clipboard paste paste previously copied text at the current cursor position View options are used to help when working with plain text Select the whitespace option to view paragraph markers within the editor and click word wrap to wrap text to accommodate the window size These options do not change the way in which the template will be viewed by recipients Insert options are used to insert Active Directory fields into the template USER MANUAL Exclaimer Signature Manager Exchange Edition Page 206 Placement of Signature Content When creatin
58. to insert a carriage return before each one shown below _ lt lt S ae E A E V mh TEONA 3 4 Pein i ve Ma Sr Fr WAT i oF 7 y w 9 y template tditor Bott e sm AAE AN ic Dhar a teh 3 SS a LT _ CC _ ee i HTML RichText Plain Text cm la jf l E o 1 y B Z U amp X w A nha iaaiiai Select a field in the ee lt Properties line bove Reply Separator Interpret m False Hide if blar False 4 Content Trim Do ne E Fallback va Select press enter to begin a new line Select the prefix property Press Enter to begin a new line Press Ctrl Enter to accept Text USER MANUAL Exclaimer Signature Manager Exchange Edition Page 318 How Do Create a Contact Block A contact block is a block of contact information for the sender which is presented in tabular form for example When email messages are processed fields in the contact block are replaced with Active Directory details for the sender for example Using this email as an example you should be able to see the signa in the template As this email contains a reply you should even be able to below my message and above your one if you designed the template to m Thank you for contacting Exclaimer Te 44 0 1252 987 456 Fax 44 0 1252 987 456 Mobile 44 0 7733 102345 Emai kareng greenorg net Web www greenor
59. toolbar vary depending on which branch of the console tree pg 35 is currently selected Those listed below are available when the top level Exclaimer branch is selected Function Summary Back Whilst navigating through the console tree use this option to go back one level Forward If you are navigating the console tree and used the back button use this option to go forward again i e to return to the point reached before you went back Up Whilst navigating through the console tree use this option to move up to the parent of the current branch Show Hide Use this toggle option to show the console tree if it is Console Tree currently hidden or hide the console tree if it is currently shown Show Hide Use this toggle option to show the actions pane if it is Actions Pane currently hidden or hide the actions pane if it is currently shown USER MANUAL Exclaimer Signature Manager Exchange Edition Page 34 Console Tree To navigate the Exclaimer console and all applications within it a familiar tree structure is used The Exclaimer console is always at the topmost level from which any number of parent child branches also known as nodes are displayed Having selected a node from the tree the content pane displays information and options that are relevant for that node Options on the toolbar pg 34 can be used to quickly navigate between branches within the console tree When a branch is selected and changes a
60. update or response pg 99 The message is a task request or update pg 99 No previous policy of this type has been applied pg 99 All Messages This is a blanket or wildcard condition which will apply the signature to all messages The Sender Is Someone When the sender is someone condition is selected a someone link is displayed in the lower pane Use this link to access further options BA The Sender is a member of an Active Directory group E The Sender is a member of an Active Directory domain or organizational unit Apply policy when all conditions are met Identify sender Apply policy when any condition is met options Identify Sender using the message s FROM field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 93 These options are summarized in the following sections however two additional identify sender options are available at the bottom of this window These options can be used to handle cases where a user is delegated to send email messages on behalf of another user An example of this is where a PA Jane Smith has permission to send email messages on behalf of a Company Director Alice Jones When received these messages would be shown as from Jane Smith on behalf of Alice Jones In this case you would use identify sender options to control whether the policy is evaluated according to the PA or the Company Director Available options are Summary Identify sender using
61. when the template is used in signatures and choose the associated Active Directory field Click OK to add the field to the bottom of the contact block and if required use up down buttons to change its position A contact block can be arranged as required but a typical layout has a field label in the left column and the corresponding field in the right column USER MANUAL Exclaimer Signature Manager Exchange Edition Page 320 Updating an Existing Contact Block To update an existing contact block in a template simply double click anywhere inside the block to open the contact block window Use this window to add remove fields and update properties you can select any field and set the hide if blank property to true if you wish to suppress this line for contacts where no information is present for the field Select a field to view properties The hide if blank property Do not display the prefix and suffix if the field has no data value USER MANUAL Exclaimer Signature Manager Exchange Edition Page 321 How do Insert an Image at the Start of Messages To insert an image at the very start of email messages simply insert the required image above all original message fields in the relevant template For example Insert the image above the original message above reply B Z ake X a z re separator field The latest message in the conversation will be displayed beneath the image and above
62. whether all or any words phrases must be present to trigger the signature Also choose whether or not to ignore case and whether or not to remove trigger words phrases Add g Edit JX Remove If required edit or remove selected The word is added words phrases to the list Add any additional words or phrases required Select this option to remove the specified trigger words phrases from the email subject line when delivered to recipients so recipients never see the trigger word phrase E iaaio a 7 OE N USER MANUAL Exclaimer Signature Manager Exchange Edition Page 137 How Do Create A Policy Based Upon Specific Active Directory Attributes The configure attributes window pg 100 allows you to define conditions pg 90 and exceptions pg 102 based on queries that are run on Active Directory user attributes The following example shows how to set a policy condition which uses an Active Directory attribute query In this scenario a policy is required to apply a signature for everyone within the IT department of an organization Steps 1 and 2 The Sender Is Someone EF iT Department Select the sender is someone option ord Conditions Exceptions d gt Click the someone link USER MANUAL Exclaimer Signature Manager Exchange Edition Page 138 Steps 3 and 4 The Sender Has One or More Specific AD Attributes Select the sender has one or more specific AD
63. 42F 5D1A 413D 8319 81DA479AB0D7 amp displaylang en If you do not have this version of the framework you will not be able to use the sent items update feature USER MANUAL Exclaimer Signature Manager Exchange Edition Page 152 The Sent Items Update Configuration Wizard The sent items update configuration wizard is used to configure the service that is used by the sent items update feature To access this wizard click the configure sent items update service button from the settings pg 150 tab then follow on screen instructions as shown below The sent items update feature requires Microsoft Net Framework 3 5 SP1 You can download this from http www microsoft com downloads details aspx familyid AB99342F 5D1A 413D 8319 81DA479AB0D7 amp displaylang en If you do not have this version of the framework you will not be able to use the sent items update feature 1 The welcome page provides summary information about the configuration process It also includes an option that should only be selected if you have manually configured your service account Exclaimer Signature Manager Exchange Edition Sent Items Update Configuration Wizard Welcome LJ Service Credentials LJ Grant Rights 2 Summary This wizard will guide you through the configuration of the service used by the Sent Items Edition processes an intemal or outbound message the changes are written back to the Sent items folder of the user who sent it
64. 43 Having done this the logo is separated from the QR code To move the logo hover your cursor over the logo image to enable positioning grab handles and simply drag it to the required position for example 30 The image can be dragged to any new position i e above below adjacent to or Hover the cursor over behind the QR code the image to enable positioning grab handles Notice that the logo image is displayed with resizing handles one in each corner If required use these to scale the image up or down Z m When you are repositioning the logo the QR code image is also displayed so you can easily position the logo in relation to the QR code However the QR code cannot be moved or adjusted here To adjust the position and other settings for the QR code select the QR code tab Here you will see the QR code and the logo but only the QR code can be adjusted Hover your cursor over the QR code image to enable positioning grab handles then simply drag it to the required position In summary although the QR code and the logo image are associated with each other each of these items can only be adjusted within its respective QR code or logo tab Keep in mind that you are positioning the logo in relation to the QR code or vice versa you are not specifying where these items are positioned within the template Once the QR code and any associated logo are confirmed and the QR code window is
65. 58 should be run on Exchange 2007 and the 2010 2013 script pg 159 should be run on Exchange 2010 Exchange 2013 see next point e Exchange 2013 works in the same way as Exchange 2010 So if you have a mixed environment which includes Exchange 2007 Exchange 2010 and Exchange 2013 machines the 2007 script pg 158 should be run on Exchange 2007 and the 2010 2013 script pg 159 should be run on Exchange 2010 or Exchange 2013 e f you have added a new Exchange 2007 server or a new Exchange 2007 database to the existing infrastructure the 2007 script og 158 must be run again to grant necessary rights to new servers or databases Similarly the 2010 2013 script pg 159 must be run again if you adda new Exchange 2010 2013 server or a new Exchange 2010 2013 database Exchange 2007 If you are using Exchange 2007 use the Grant Exchange Rights script below Get ExchangeServer where 5 IsClientAccessServer eq Strue where IsValid eq true where gt IsExchange20070rLater eq Strue where 5 AdminDisplayVersion Major eq 8 ForEach Object Add ADPermission Identity distinguishedname User Get User Identity Enter The Users Identity select object identity accessRights GenericRead GenericWrite extendedRights Send As Receive As ms Exch Store Admin ms Exch EPI Impersonation InheritanceType All Get MailboxDatabase ForEach Object Add ADPermission Identity DistinguishedN
66. Contact BIOCK cossocanciceanchasesarneatsciahcassepasananena bansnovensneiduahcwnnsenedasouboncsouancessdagieaeaccenanee 213 Smart Table CUSTOM cra nircacurcanrneounsncsintranenanetanieceeup say n nN anes NINER EEE ENEA EENE EN EEEE ENa 213 Standard HTML TaD ares cccstscrwteendsrcecemaencedintebineatddvisescudeiinerhdtaceceedataaaainidiuscemdeadaocndsuacgdadamsencnameteendehens 213 SVS A E A A E A 215 Working with the Fields Panel can ceinosetcemeadacaeecsaeslosecansy sie satecaaadanrotcencetdeaseantioentndedvunstcdeuaeuesanteeecantgeeiee 216 Working With Fields adic aaa naaneadaresnasnasatacemusineaieananaedansaewanasoadocusewanennanadueadaesoesennapacsaneesase ANAR isi 217 Using Spaces Between Original Message Fields cccccccssecccessececenecceeeececeeeceseeeeceseneceesenecess 217 Copying amp Pasting Original Message Fields ccscccccsseccccssececeecceceececseseeeeeuecesseecessuseeesenecs 217 Formatting Original Message Fields ccccccesecccsssececeneccccenececeeececeueceeeeeceseeeceseueeeesegecessenecees 217 Availabe PCS e E E E E 218 Mecca eF O orena E E EEE EA theme E EE AEEA 219 Message Sender FieldS visacaiacchinasceneneratacasaccansaaecsbunatanesandawaadntteasnnegavecatuesunsacatancnabeiannesieidiesmhantndieen 222 Dynamic Content Fields assests cscs asscncstuncctanatancen eanceasapanasanahsunisoosdaccvalnausncuassassaralbanciawanedenenobeeussueseaiee 231 Server Fields ccsainervigea seca duiva tute tn E N AA NEEE E
67. Directory group link to browse and select the required group from a list of Active Directory groups Use the domain or organizational unit link to browse and select the required domain or organizational unit from a container list Use the Active Directory attribute values link to open the configure attributes window pg 100 to define queries to be resolved for matching Use the character sequences link to define character sequences to be matched in the sender s email address Use the inside link to match messages where the recipient is either internal or external to the organization Use the is link to match messages if the recipient is or is not present in the Active Directory Use the to or cc field to match messages where the recipient is in the To or the Cc field of the email or where the recipient is only in the to field or where the recipient is only in the cc field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 96 The Subject Contains Specific Words or Phrases Use the words or phrases link to specify given words or phrases to be matched in the message subject line Use the words or phrases window to enter required items to be matched Via Baal ror Yue Lilt requires rrr newTacs ar ord or prnrase and click the add buttor Select an existing VOTO or phrase and choose to edit or remove ii The Subject contains all words phrase The Subject contains any word phrase I
68. During this wizard you will Set up an account and password for the service to use for logon Give this account logon as a service rights Give this account full access to all mailboxes in the Exchange organization Start the Exclaimer Signature Manager Exchange Edition Sent Items Update service Welcome Welcome to the Exclaimer Signature Manager Exchange Edition Sent Items Update Configuration have manually created the service account and assigned the appropriate rights Wrin JUI I eeu LO CO MJHUIIC UIC SOVICO SGlULUUTT Midian ang MOW OO I go USER MANUAL Exclaimer Signature Manager Exchange Edition Page 153 2 If you have manually configured your service select the have manually created the service account option and then click next Otherwise just click next to set service credentials Exclaimer Signature Manager Exchange Edition Sent Items Update Configuration Wizard o hipaa E E E Service Credentials service should log on as 2 Grant Rights The account that you specify will be given Rights to logon as a service Full access to all mailboxes in the Exchange organization LJ Summary Account Name Password Create account if it does not exist 3 Enter an account name and password for an account that this service can use to log on then click next to grant rights for this user if you have chosen to create a new user it will be created Exclaimer Signature Manager Exch
69. E YOU PLACE A CHECK IN THE I ACCEPT THE TERMS IN THE LICENSE AGREEMENT CHECKBOX AND INSTALL THE SOFTWARE CAREFULLY READ THE TERMS AND CONDITIONS OF THIS LICENSE BY PLACING A CHECK IN THE I ACCEPT THE TERMS IN THE LICENSE AGREEMENT CHECKBOX AND BY INSTALLING THE SOFTWARE YOU ARE CONSENTING TO BE BOUND BY AND ARE BECOMING THE LICENSEE TO THIS LICENSE IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS LICENSE CANCEL THE INSTALLATION AND DO NOT INSTALL OR LEE E ed le el _ l accept the terms in the License Agreement 4 Having read the license agreement check the accept the terms in the license agreement box and click next to select a destination folder for installed files Destination Folder Click Next to install to the default folder or click Change to choose ar Install Exclaimer Signature Manager Exchange Edition to C Program Files Exclaimer Ltd Signature Manager Exchange Edition From here you can accept the default folder or click change to specify a new location USER MANUAL Exclaimer Signature Manager Exchange Edition Page 16 5 Click next to confirm the destination folder and prepare the installation Ready to install Exclaimer Signature Manager Exchange Click Install to begin the installation Click Back to review or change any of your installation settings Click Cancel to exit the wizard Status Configuring Signature Manager Exchange Edition a USER MANUAL Exclaimer Signature Manage
70. EN NE 269 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 7 Advanced Fielde eurra E E E Ea the 270 Cener at Re erroaren ron E E EE E E ETE E EA E EEEE 308 Proper IES aion E r 309 Working With the Properties Pane ssessssssessesrrsesrresrrrrssrressreresreresreresrerssrerssrerssrerssrereererssrresererest 310 Understanding How Properties are INNerited cccccsccccssscccceseccccenececeesececeueceeeeeceseuecesseeceeeeness 311 Examples of Properties in USG scconcwscacsscaccncmasscuvaenscanayantneeaieenecestoanueaueensecanacutneseslennieesontoeueoacantenueae 313 Field PROD CSS esnin A aA A E AE AAAS 31 Hyperlink Properties accninonacacannaisnadaundnoslanunnndondentwmrananasanntmaiaeibeasat saiennsntsamnabanabonsiwdnnabiaedbesmeasaananee 313 TEXTE PTOP OS serienr seisan neste noe EE EA E E E E O 314 Table Properties resnais irinenn rieira i SESA OEN AEN NEEE 314 HOW TO arenar E E E A 315 How Do I Create a Dynamic Signature Template cccccesccccssseccceseccceseceeesceeeeeeceseuecesseeeeesenecs 316 How Do Suppress Blank Lines If Fields Are Not Populated cccccceesececeseeeeeesececeeeseseneeeesenees 317 Use a contact NOC i cccs te araae sc sasaaanapeaanenotions nosdua cosa gisetuateahcasovavaussdiabadancsemabanciebeossouaneusadagiaaecciononsst 317 Usea Smart Table agers ss presse sets en sree E EREE NNE SEEE 317 Usea Field Profik acerca E E E NE 318 How Do Create a Contact BIock pec
71. EPO er EA EE EA EEA EA A 61 POIO ORONS oeenn E AA EAE A 61 Toe POIG TOOD anea E N 61 VION ORU ONS cracncassenssanescnednnntomsaatateantnesanstadennnndenndannisntanesacws seestadunnascaunsanvbameatnansmanesachsanveredueeesindes 62 WORKING WITH SIGNATURE POLICIES cirrosa EE EAA E 63 BEV UNC CUO goo cocina et a A E E E A avestasoecenoeneenenraanecarease 64 PECESSING EXISTING POINCIOS ceccisusnsesesacsinsecseasniwssessawaanssesencesnbewssues A R 65 Navigating Policies Using the Console Tree ccscccccssecccessecccesececcesececeeseceseeeceeeeeceesusecesenecetseneeess 65 Navigating Policies Using Policy TabS c cccccccsseccccesececessccccesececeeececeusecesenecesseecessuseeesenecetseneeees 66 General Signature Policy Settings occa scsiddsesscuciicevccusdenrensdciwtacusddseveanteiasesustaniecetdenseinctveunanteseveandsinsesuciuavess 67 Signature Policy SEINES oorr enii EEE EE E AAE 68 Using Custom Reply Separators seseeseseesesrerererrerrrrerreresreresrrreseereserreserresetresetreseeresrereseereseeresereeseee 69 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 3 PCT SCO CS catunsaenpenuiainntusaiciaisweddiesiansseaneebadinpevenitanswaddiedeahasbeasainldiant A A EAER A 70 FAY OCIS IAEE E E O EE E E E E A E 70 AEMET i r E E EE E E E E E E A ES 71 HTML Style Attribute S oriincisiceerensirrii iea ee eo 72 BCS en E O E E A A EA E OEA EAA J2 Reeular eS Sl ONS uuan N A S NEN N 73 TEPO E SAS eroe aE EE E E
72. Here an organization has three main departments IT Sales and HR All members of the organization require a dynamic signature at the end of their email messages together with a standard organizational disclaimer However members of the IT Sales and HR departments also require a specific departmental message to be added before the standard organizational disclaimer To see how this policy chain would be defined see how do create a policy chain pg 127 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 115 Adding a New Policy Policies are added using the new signature policy wizard a series of screens which guide you through the setup process one step at a time The new signature policy wizard is available from various areas of Exclaimer Signature Manager Exchange Edition it can be accessed from the console tree pg 35 from the console toolbar pg 34 and from the actions pane pg 36 Right click on the signature policies branch Look for the toolbar of the console tree m 3 7 a A ee Forwarded message x On 0 3 0 012 1 9931 w 19 0 SH2HZ 0 S 3 Y ati lt div class gmail_quote gt Having selected the new signature policy option the new signature policy pg 117 wizard is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 116 The Add Policy Wizard Policies are added using the new signature policy wizard a series of screens which guide
73. L Exclaimer Signature Manager Exchange Edition Page 170 At the bottom of the rules applied window summary information is available From here you can view basic settings for the policy test and an explanation of how the selected policy has been processed at a selected stage 29 Run Test etry Teste eG Rues Applied Rj Messages Condition Applies PE Apply Signature OD v lasg w Pee w D P oO N Processing Policy Wizard Generated Signature Policy Test Conditions to see if All Messages Result Administrator network26 local True USER MANUAL Exclaimer Signature Manager Exchange Edition Page 171 Checking the Reason Why A Signature Policy Is or Is Not Applied To view a brief summary of why a signature was or was not applied to the test message hover the cursor over the relevant section of the process diagram until additional icons are displayed as shown in the example above Then click to view summary information for example The sender is one of the following users Administrator More detailed information is available at the bottom of the rules applied tab as described in the previous section USER MANUAL Exclaimer Signature Manager Exchange Edition Page 172 Previewing the Message at Any Stage in the Process To view a preview of the test email message at a particular stage of processing hover the cursor over the relevant section of the process diagram until
74. P O Box field to indicate a genuine box number whilst another may use this field for something completely different USER MANUAL Exclaimer Signature Manager Exchange Edition Page 227 Message Sender Telephone Fields Fields in the message sender telephone section are summarized below Field Inserts Home telephone number for the sender Other Home Other home telephone number for the sender Pager Pager number for the sender Other Pager Other pager number for the sender Mobile Mobile telephone number for the sender This information is being taken from the Active Directory therefore content may vary from one organization to another For example one organization may use the notes field to enter telephone related notes whilst another may use this field for something completely different USER MANUAL Exclaimer Signature Manager Exchange Edition Page 228 Message Sender Organization Fields Fields in the message sender organization section are summarized below Field Inserts Title The message sender s job title Department The department in which the message sender works Company The company for whom the message sender works Manager Display Name The name of the message sender s manager Manager E mail The email address of the message sender s manager Manager E mail as The email address of the message sender s manager presented as a hyperlink hyperlink This information i
75. Recipients Any email addresses specified in the CC field The message sent or received date Message From Displays the email address in the from field in the message Typically message from and message sender information is the same but there may be occasions where there is a difference for example when the sent on behalf of option is used Message Headers Header information from the email message Message Recipients The email address of all recipients of the email i e those specified in the To field and the CC field Message Sender The email address of the message sender Message Sent On Behalf Of Behind the scenes every sent email includes two addresses which are associated with who is sending the message the envelope sender and the from address The envelope sender is the address that physically sent the message and where computers should respond in the case of bounced messages or errors and the from address is the address to be used by recipients when responding Under normal circumstances the envelope sender and the from address are the same and signature content is generated for the user found in the from address However the message sent on behalf of field is used for cases where a user is delegated to send email messages on behalf of another user In this scenario from and sender details will be different For example suppose a PA Jane Smith has permission to send email messages on behalf of a Com
76. SNEA EES ENNEN VENES EEES NEISES 45 Accessing the Windows Event LOg sessssessesesresesressrrrsereererrrsssrenssreessrressrressrressteesererssreesereesrreeseeene 46 Exporting Configuration Settings crisser ness donsuacden seecaansenoaasasuaeusmacimedaumueacuaieanied 47 Importing Configuration Settings ssessssecsssecseseosesecseseosesecseseoscsecsosecsosecsoseososeceosecsosecsoseceosecsoseseeses 48 GENERAL SETTINGS amp INFORMATION cscscsccccccccscscscscscscscscscscscscsssssccscscscscscscscscscncncs 50 DINGY OCCU Oe a ss scerssecaimcssucccananecensecsaiaancanecensnaressaccatwccancecss 51 Accessing General Settings amp Information ccccssccsccssccsccsccecccsccscceccesccscceccesccncceccesccscceccescescceccess 52 Signature Manager Exchange Edition Settings sscssccsccsscsscceccesccscceccesccscceccesccnccescsccsccescsconccesces 53 Available Settings weiceitewssinsndsavtncoswalnrnientuisnsodnnnie oiaisnielssivndndsairpsed tdamasauvahdnieniddalsadateeuunendsteunmsensalansiutddedlsodntmeiasa 54 Advanced eNe arate srs aerate apc E inks me loadin Gehan nae odld emai AO 55 FP TO N HNC Scare isaac gach E E E N sauneerdceatenntetecetateden tates 55 PT SS ocr secs art tc E EE E AE ane E A E ENE 57 ADCO I een iE e EE E E EE E EEEE E A EEE E EAE EE EES 58 The setings TOODI sonenn E 59 Signature Manager Exchange Edition Policies List sccsscssccscccsccsccecccsccscceccesccnccescesccnccescesccsccesees 60 T
77. The rotating banner ad field allows you to place multiple images in a given folder location so when displayed in messages the image changes rotating through images in the given folder Images can be associated with a single hyperlink so when clicked the given web address is displayed Image rotation can be set to either random or sequential To add a rotating banner ad follow the steps below 1 Use the fields panel to insert a rotating banner ad field 2 Select the newly inserted field and check the properties pane properties for the image are shown P bou oo Paste Copy B Z U we Xx Y A ES Properties for nen a the rotating banner ad The rotating banner ad placeholder Original Message Below Reply UUAA ins Banner Content es Ss f Folder location C Users Adminis LEEEEEEELLLELETTTTTETETELELEXN SS TTOOEEEEELLLLLLL ETT T EE Ee E Filter wor Address Hover text Alt text 3 Select the drop down list to the right of the banner chooser field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 246 4 Scroll down to the sequence section and choose whether to display images in sequence or randomly Front size 3S t Se SF Eel e 2 eee wie U j A Day of the year A Year A Month ia Day Control A Server Sequential Nu chosen a Template Sequential 5 Set remaining properties as follows Action Summary Folder
78. XCHANGE2 TestD omain EXCHANGE 2 L EXCHANGES TestDomain EXCHANGE 3 Group or user names Ra Domain Admins T estD omain Domain Admins BR SYSTEM EXCHANGE TestDomain EXCHANGE1 L EXCHANGE2 T estDomains EXCHANGE 2 Lm EXCHANGES T estDomain EXCHANGE 3 Add Allow Add Remove Allow Permissions for WS01 Full Control Change Read Deny Remove Deny Permissions for W501 Full control Modify Read amp execute List folder contents HEeoo Share Permissions Security Permissions Remote Deployment Timings As soon as the Exclaimer Signature Manager Exchange Edition Remote Deployment service notices that there has been a change to the remote deployment folder it starts a timer Every ten seconds a check is made to see if the file has been written to in the last five seconds If it has not the file is added to a queue which will perform the actual import otherwise the file remains in the timer list This means that the import should begin a maximum of ten seconds after the save finishes though in practice it could be a little more than this depending on server load and how quickly the import thread is given control by the operating system Similarly the import could begin sooner depending on when the save completes relative to the timer interval Before checking that configuration changes have been applied successfully on remote machines sufficient time shoul
79. able is added If you need a smart table with more or fewer columns you can continue with the setup for two columns and adjust the number of columns after the table is inserted or you may prefer to cancel this operation and use the table pg 212 option from the HTML toolbar since this option allows you to specify the required number of rows and columns at the outset From here click add to start adding rows to the table The smart table row editor allows you to define content for each column in the row you can add text or fields as required If you are adding a field you can choose to suppress this row if no Active Directory information is found for the field when the signature is processed Use the insert option to select the required AD field and Type a label for the then use the properties field in the first option to set properties for column that field Do not show this row if no AD information is present for this field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 267 If required you can choose to not show a table row if no Active Directory information is found for a specified field for example Continue to add as many rows as needed If required you can select a row and use up down options to adjust the sequence You can also edit and delete existing rows Once all rows have been added click OK to insert the table into the template Item 1 Labell Item 1 Content Item 2 LabelliItem 2 Con
80. age 77 General Options on the genera tab are used to define basic information for a policy These settings determine how the policy is displayed throughout the system and whether or not it is active E Directors Only Options on this tab are summarized below Description Enabled Summary Each policy must have a unique name The name entered here is displayed in the Exclaimer console tree and on any other policy lists This field can be used to add any useful information for the policy for example usage notes version history background or explanatory information The first line of description text is displayed in any policy lists but not the console tree Select this option to activate the policy If a policy is not enabled it will not run USER MANUAL Exclaimer Signature Manager Exchange Edition Page 78 Template The template tab shows which template is associated with the selected policy Directors Only e Using tes email as an example you should be able to see the megnatere added to it as specified m the templite As this email comtans a reply you should even be able to see the Content added below my message and above your one you Gesigqned the template to make use of this feature Thank you for contacting Excianner G green Onna From Jobn Smah Sent 31 January 2010 10 25 To Exclaimer Subject Exclamer Signature Manager Exchange Edition Dear Sates
81. al Please ue tie tat of options below to select the recipient is someone Click the someone link Apply policy when all conditions are met Apply policy when any condition is met 7 F deca USER MANUAL Exclaimer Signature Manager Exchange Edition Page 132 5 Click the someone link in the lower pane for further options Select recipient is inside or outside of the organization Ensure that the recipient is set to inside if it is not click the link Apply policy when all c here to change this Apply policy when ven any ce v Expand Distribution Lists before checking condition s Split message when some recipients meeta condition 6 Ensure that the setting is inside the organization this is the default setting but if required click the hyperlink to access inside outside options then click OK to exit back to the conditions tab where both conditions are defined The policy will be triggered if BOTH the sender and the recipient are within the organization Like te ichda in ihia Sener Pa Ensure that the policy ee is applied when all recipient is inside your organization conditions are met essages will be splitwhen some but not all recipients meet a condition Where messages are sent to distribution groups saae arai aan E N E Wn T E lla USER MANUAL Exclaimer Signature Manager Exchange Edition Page 133 How Do Stop a Signature Being Repeated In an Email Conversation There may be t
82. al field being used to apply different signature content for users within two given departments and a generic signature for everyone else Conditional Field Example 2 pg 282 shows a conditional field being used to apply different signature content including an image for users in France and Germany and a generic signature for everyone else e Conditional Field Example 3 Advanced pg 291 shows advanced use of the conditional field being used to apply different signature content incorporating nested conditional fields i e one conditional field within another conditional field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 272 Conditional Field Example 1 This example shows a conditional field being used to apply different signature content for users within two given departments and a generic signature for everyone else The scenario for this example is illustrated below CONDITIONAL FIELD Is the sender s DEPARTMENT set to IT 3 Is the sender s DEPARTMENT set to SALES o USER MANUAL Exclaimer Signature Manager Exchange Edition Page 273 To achieve this scenario using Exclaimer Signature Manager Exchange Edition follow the steps below 1 Edit pg 193 or create pg 185 the required template so that the template editor is open 2 Position your cursor at the position where conditional content is required 3 Using the fields panel insert a conditional field list
83. ame User Get User Identity Enter The Users Identity select object identity ExtendedRights ms Exch EPI May Impersonate Note that elements surrounded by should be substituted with information as indicated remove the hash symbols and maintain spacing USER MANUAL Exclaimer Signature Manager Exchange Edition Page 158 Exchange 2010 Exchange 2013 If you are using Exchange 2010 or Exchange 2013 use the Grant Exchange Rights script below SExchangeServer Get ExchangeServer where 5 IsClientAccessServer eq Strue where _ IsValid eq true where _ IsExchange20070rLater eq true where _ AdminDisplayVersion Major ge 14 SExchangeServer ForEach Object New ManagementRoleAssignment Role ApplicationImpersonation User Get User Identity Enter The Users Identity select object identity Note that elements surrounded by should be substituted with information as indicated remove the hash symbols and maintain spacing Step 3 Configure the Service to Use Credentials There are two possible ways to configure the service to use new credentials use ONE of the methods described below Use the Services Applet 1 Access the Services applet Control Panel gt Administrative Tools gt Services 2 Locate the Exclaimer Signature Manager Exchange Edition Sent Items Update service 3 Right click on this service and select
84. ample to update the name that is displayed on vCards click anywhere in the right hand field to activate it Define this field by selecting the browse button USER MANUAL Exclaimer Signature Manager Exchange Edition Page 88 Then select the browse button to choose which Active Directory fields associated with the sender s name should be used to form the name displayed on vCards Title Title e g Mr Mrs Dr Alternatively other vCard details can be simply selected from a drop down list as shown in the example below Define this field by selecting the arrow Pr rs Company Picture Any customizations will be used if this policy is applied therefore you could apply different vCard settings for different situations if required USER MANUAL Exclaimer Signature Manager Exchange Edition Page 89 Conditions The conditions tab is used to set criteria pg 92 that determine the circumstances under which a signature is applied to messages E Directors On ly P PETR o All Messages V The Sender is someone Ti The Recipient is someone The Subject contains specific words or phrases The Body contains specific words or phrases One or more message headers contains specific words or character sequences _ The Message is a Meeting Request Update or Response _ The Message is a Task Request or Update _ No previous policy of this type has been applied Se
85. an choose to include information from a single Active Directory field or multiple fields For a single field select the down arrow and make your selection Using this query Use the data fromthe sender s extensionattribute P fat at i at e a hese hi oe oe Be een ee C For multiple fields click the button to open the expandable field editor and then select all required fields Click OK to confirm your selections and exit back to the updated other user s AD field window for example USER MANUAL Exclaimer Signature Manager Exchange Edition Page 271 Conditional Field Examples The conditional field allows you to set conditions under which defined signature content will or will not be included Often you can achieve the same results by creating different signature templates pg 183 and associated signature policies pg 64 however the conditional field allows you to specify and control content variations within a single template For large organizations dealing with complex signature variations this can be a great advantage since it allows you to minimize the number of templates and associated policies required and yet still specify highly detailed conditional content To help you gain an understanding of how the conditional field can be used the three sample scenarios and detailed instructions are available e Conditional Field Example 1 pg 273 shows a condition
86. and the other for USA the final requirement is to define signature settings for everyone else i e users who are not based in England New York or Texas To do this 1 Move to the bottom of the conditional field window and click the button associated with the if none of the above apply then this field s value is field The expandable field editor window is displayed 2 Use this window to enter content to be used if neither of the specified conditions are met i e for messages sent by users who are not based in England New York or Texas You can enter text and or fields as required P boe USER MANUAL Exclaimer Signature Manager Exchange Edition Page 305 Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 5 pg 307 for details about changing these properties 3 Click OK to save changes and exit back to the conditional field window Hf Countryfregion is equal to England then this field s valueis Conditional Field OR ff Countrykregian is equal to USA thenith s Solfa velusia Conditional Field Settings for the conditional field are now complete with two conditions one for England users and one for USA users and then required content for everyone else 4 Click OK to exit back to the template editor where the conditional field is now shown Editor 035 pum ne ea re Sine He
87. ange Edition you can add a QR code pg 238 and in doing so specify e The type of QR code that is required i e the type of information to be encapsulated URL contact calendar event etc e How the QR code should be displayed size sharpness shape color and background e Any text Active Directory fields and hyperlink details to be associated with the QR code If required you can also use logo options pg 242 to display a given logo with the QR code You can choose to display the logo as a background in the center of the QR code or in a user defined position USER MANUAL Exclaimer Signature Manager Exchange Edition Page 237 Adding a QR Code to a Template To add a OR code image use the fields panel to insert a QR code field When this field is added to a template the QR code window is displayed Access logo Change the options color of the QR Preview the image i using a specified code image Active Directory user ae Cell Size SE pata Celt GESE Cell Sharpness s Cell Shape Square x Packoround Cell Appearance 1 Color A Fields Use data from Displays information added for the image these details can be changed if required Choose the type Change the Add fields to insert or QR code l appearance of dynamic content for DA required to add it the QR code QR code image to the pane below image a ere rey Te suey a lay veh to
88. ange Edition Sent Items Update Configuration Wizard we The PowerShell below ed the required Microsoft Exchange rights to the a S script is executed to grant i to PI Create Account Grant Rights Get ExchangesServer where _ IsClientAccessServer Py o true where _ IsValid sts true where i A 2 Summary _ IsExchange20070rLater eq true where _ AdminDisplayVversion Major ge 14 ForEach Object New ManagementRoleAssignment Role ApplicationImpersonation User Get User Identity network26 ExclaimersIus select object identity Get wuIobject win32_Service where _ Name eq Exclaimer Signature Manager Exchange Edition Sent Items Update Service ForE ach Object _ Change null null null Automatic null network26 ExclaimerSIus password Restart Service Exclaimer Signature Manager Exchange JEdition Sent Items Update Service null Please wait Executing senp on the Exchange Server HELPFILEMACHINE USER MANUAL Exclaimer Signature Manager Exchange Edition Page 154 Processing takes place and rights are granted Exclaimer Signature Manager Exchange Edition Sent Items Update Configuration Wizard es The PowerShell script below is executed the required Microsoft eri the n i soi is to grant the required Exchange rights to Create Account PowerShell script Grant Rights Get ExchangeServer where _ digg a ell eq D true where _ Isvalid
89. ase re ahar py version Backgroun nal Message Below H Link NoWrap False Scroll Auto Text Viink E Element Layout BgColor BottomMa 15 LeftMargin 10 RightMarg 10 TopMargir 15 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 129 6 Create a signature policy associate it with the main signature template created in step 1 and set conditions so that the policy applies to all messages sf New Signature Policy General Conditions Please use the list of options below to define the Messages that you would like to include in this San The Subject contains specific words or phrases C The Body contains specific words or phrases _ One or more message headers contains specific words or character sequences The Message is a Meeting Request Update or Response The Message is a Task Request or Update No previous policy of this type has been applied 7 Set next policy options to process the next policy in sequence which will be the IT department policy 8 Create a signature policy for the IT department associate it with the IT department template created in step 2 and set conditions so that the policy only applies to messages from users within the IT department 9 Set next policy options to process the next policy in sequence which will be the Sales department policy 10 Create a signature policy for the Sales department associate it with the Sales department template created in
90. at weekends An end date is set far into the Specify a meaningful future as the policy needs to run display name for the foreseeable future Advanced Sche The schedule scale Name Weekend shown here in 30 PET aa minute intervals From 24 Sep 2009 To Ol Jan 2100 gt O O 122 3 4 5 6 7 28 9 e101 912013 14 15 16 17 18 19 20 21 22 23 0 All weekdays have been selected The schedule scale can be increased or decreased Making the policy inactive for the selected days means that it is only active at weekends Having made required date and time selections click OK to exit back to the updated date range tab Use Advanced schedule D Eg Policy is active when any of the following schedules applies The date range tab is updated with the schedule To update an existing schedule select its name and click edit Similarly click delete to remove the selected schedule USER MANUAL Exclaimer Signature Manager Exchange Edition Page 113 Next Policy If you have a number of policies which are dependent upon each other you can create a policy chain using the next policy tab Directors Only gnature Options 3 vCard Conditions Exceptions Date Range NextPolicy 4 gt off Next policy rules sds ae ea Process the next Signature policy ciate ele ne aa Process the next Signature policy gt F this policy is not applied because an exception wa
91. ate To create a dynamic signature template simply create a new template and add message sender pg 223 Active Directory fields in the required sequence and format When working in HTML format you can be as creative as you like with tables images shading etc To help you get started a number of custom designs are included with the Exclaimer Signature Manager Exchange Edition installation an example is shown below Tapestry signature business card example In this example a template has been designed in tabular business card form Font attributes are set for certain fields to be displayed in blue and or bold and images are also included within the table Design mode Preview mode Dear Mr Smith Using this email as an example you should be able to see the signature added to it as specified in the template As this email contains a reply you should even be able to see the content added below my message and above your one if you designed the template to make use of this feature Thank you for contacting Exclaimer Karen Green Marketing Manager Green Organisation Suite 15 10 High Street Fleet Hampshire GU54 SUK Tel 44 0 1252 987 456 Fax 44 0 1252 S87 456 Email kareng greenorg net Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaimer Signature Manager Exchange Edition Dear Sales USER MANUAL Exclaimer Signature Manager Exchange Edition Page 316 How Do Suppress Blank Lines I
92. ave been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 39 Remote Deployment If you have multiple Exclaimer installations on your network for example you might have servers in different offices around the country you can manage configuration in a single location and deploy this to all other servers To do this use the remote deployment tab to specify a shared location Q New n Settings Sw Licensing dis Remote Deployment a Help Then whenever you save any changes to the configuration you are asked to confirm if you would like to deploy them to other servers If you opt to deploy changes a file is written to the remote deployment folder and imported by the other installations Initially Exclaimer software must be installed on each server installation cannot be completed via remote deployment Once installed specify a remote deployment folder to manage subsequent configuration changes with remote deployment each installation must have the same remote deployment folder Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes How It Works Th
93. ble to see the content added below my message and at Thank you for contacting Exclaimer green organisation Tei 44 0 1252 987 456 Fax 44 0 1252 987 456 Mobile 44 0 7733 102345 Email kareng areenorg net Web www greenorg net continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 223 Field ii d Inserts This is the best way to add a signature to an email since you can suppress fields if they are blank and so avoid blank lines in a signature or any other block of fields Once a contact block has been added double click anywhere inside it to open the contact block window Select a field to view properties The hide if blank property Hide if blank Do not display the prefix and suffix if the field has no data Use this window to add remove fields and update properties you can select any field and set the hide if blank property to true if you wish to suppress this line for contacts where no information is present for the field For further information please refer to how do create a contact block pg 319 The first name of the message sender Initials for the message sender The last name of the message sender Display name Display name for the message sender Description information for the sender Office information for the sender Telephone Number Other Telephone Number Telephone number for the sender Other telephone number fo
94. brary When you are satisfied with changes to the template click the main save button to save changes made in this session Alternatively use the cance button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 193 Renaming a Template The rename option is available from different areas of the template library it can be accessed from the console tree or from the template library toolbar Select the required template in the console tree and use the toolbar option Exclaimer GreenOrg Business Card E Signature Manager Exchange Edition LJ Signature Policies a5 Standard Organization Signature i2 Preview Help y GJ IT Department GJ Sales Department aruse 1 HR Departmen r lnn ne te a _ i Standard Organization Disclaimer i Ea Sent Items Update He Policy Tester S G Template Library i Q Blank Templates Right click on the a Al Letterhead style l Business Cards Sig template that you wish to rename et g s laane Segre Urap cap Ee ete ot Tena ons atg ie ere ee g Properties Move Export New Window QU Disclaimers Having selected the rename option you are prompted to enter a template name l areent ie Business C Simply enter the required name and click OK When you are satisfied that with your changes click the save button to save changes pg 44 made in this session Alternatively use the cancel bu
95. cesccscceccesccscceccescescceccess 170 Checking the Reason Why A Signature Policy Is or Is Not Applied ccccccceseccceeeeeeeeeeceseeeeeeeees 172 Previewing the Message at Any Stage in the Process cccccccsseccccesececesececeeecceseeeceeseseceseeeeeeeegess 173 Working with Test INICSS ACES tescapacsssccsanccacssscanncaccecennacacesscnnscdesescanacsnscsucenacacsescniasaesensannsacsecsanseassaneaieees 174 TRE TEMPLATE LIDRARY sisisoirieriror erh ironion i n enir aE EEN E aA ERAT 175 The OA AUS UG I soris ranr AIE EE 176 Understanding the Template Library Window ssessssessesesseseoseseoseseosecsosecsoseceoseceosecsoseceoseceoseceoseososee 177 Eee TiC E E E E E E E E 178 The Template Library Toolbar ssssesessesesseserssserrerrerssrrrssreresrrreserreserreserrereereseeresrereseereseereseereseereseee 178 The Template Library Content Pane ccccccscccccsseccceseccccesececeesececseceseenececsuscceeeuecessunecessuecetsunesees 178 Working with CALCPONIES ssisiiisiassiinisani iniii nE T Aa Irn 179 Adding a New a secsrernesiereoderoe esrin sacs o eer eOe EEN a e E EE 180 Renaming a ALO ONY yaadcaunstnaciadcnnauauthinineinaaanaunrtioinaionteind a a eiA reei 181 REMOVING d CALC SOF oriniu ni a Aa R REAA AA AARE OARS 182 Working WHh Templates sisan ee eee eee 183 Previewing a Template ssesessesessecsssecsesecseseosssecsesecseseceesecsesecsoseoseseceosecsosecsoseceoseoseseceeseceeseceeseceeses 184 Addine a NCW Tempi
96. changed Prd 4 Telephone number phone Font Arial Inherited frora Size Opt Inherited from List Bold True Italic False Inherited from Li Underline False Inherited from Li Small Caps Font color i 76923C Font backgroun Word wrap True gt Width p Height USER MANUAL Exclaimer Signature Manager Exchange Edition Page 312 Examples of Properties in Use The following examples show how the properties pane pg 310 updates to reflect selected content in the template editor Field Properties i Address Block E Appearance Display Name Address Block E Field font Lainer Fields Font nner text font jne True TAR ECAC rormat US Style the output of the m field for example eparator font attributes a country False Address block field is selected Display NAME Title Street City stat Mitts ALALLA LLALLA TAr 2 3 Hf Nali Orginal Message Below Reply Web page as hyperli Display Name Web page as hyperlink Field font _http Web page Hover text l 7 Text to display Web page Hyperlink is selected DLLD LLULL LLLA Aryl 2 a G Update the link MMMM Mitta URL name hover text etc using the properties pane Orginal Message Below Reply USER MANUAL Exclaimer Signature Manager Exchange Edition Page 313 Text Properties nen Message Above Reply Separato
97. content pg 207 for further information Original message content from the previous message in an email thread conversation This is used in conjunction with the Original Message Above Reply Separator field See placement of signature content pg 207 for further information USER MANUAL Exclaimer Signature Manager Exchange Edition Page 221 Message Sender Fields This section summarizes message sender fields which can be used when defining templates in Exclaimer Signature Manager Exchange Edition e General pg 223 pg 223 e Address pg 226 _ pg 226 Telephones pg 228 pg 228 e Organization pg 229 pg 229 Exchange Advanced pg 230 _ pg 230 e AD Photos pg 230 e Other AD Fields pg 230 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 222 Message Sender General Fields Fields in the message sender general section are summarized below Field Inserts Contact A block of contact information for the sender in tabular form Use this option to select Block fields to be grouped in a table as a standard contact block for example A LA TA Original Message Above Reply Separator fg steer eb Web padai seseesseseese Seen ee seen eee neeeeee eee eeeeeee sees eee eeeeeee Original Message Below Reply produces Dear Mr Smith Using this email as an example you should be able to see the signature should even be a
98. cs v Search Images for Docs P2 Organize v New folder v Date modified Type t Favorites By Desktop B Downloads S Recent places No items match your search amp Libraries Documents a Music Pictures E Videos j Computer e Save as type Signature Manager Exchange Edition Message MDM v ia Hide Folders Saved policy test files have an MDM file extension USER MANUAL Exclaimer Signature Manager Exchange Edition Page 168 Re Using a Saved Policy Test When a saved policy is loaded into the policy tester fields within the policy are automatically populated with settings from the saved file To load a saved policy into the policy tester click load message from the policy tester toolbar pg 164 then navigate drives and folders to select the required policy test file USER MANUAL Exclaimer Signature Manager Exchange Edition Page 169 Working With Rules Applied Information Having run a policy test an additional tab named rules applied is displayed From here you can view the outcome of the policy test as a process diagram Here each policy processed is displayed with a yes or no indicator so you can see if the policy was applied When you hover the cursor over a segment of the diagram additional options are displayed H Policy Tester E Rules Applied f Condition Apples Condition Applies Vizard Generated Signature Apply Signature USER MANUA
99. d be allowed for those machines to actually perform the import the import can take some time with complex configurations USER MANUAL Exclaimer Signature Manager Exchange Edition Page 42 Changing an Existing Remote Deployment Folder If all Signature Manager Exchange Edition installations are set to point to a specific remote deployment folder and you later decide to change that folder there is no need to manually change every server to point to the new location Having changed the location on one machine and saved the configuration that machine will write a copy of the configuration data to both the old AND the new locations Any servers pointing to the old location will import the configuration which includes the new remote deployment folder path so on subsequent deployments they will pull data from the new location As such you are advised NOT to delete the old remote deployment folder until enough time has elapsed for all remote machines to import the configuration file that contains the new folder location USER MANUAL Exclaimer Signature Manager Exchange Edition Page 43 Saving Changes in the Exclaimer Console If a tab contains any unsaved changes irrespective of which branch in the console tree pg 49 is active it is displayed with an asterisk symbol for example Asterisk symbol indicates unsaved changes on the associated tab Excla TH Seinos Ao Lceing ent Delman B Heb Keep a copy of
100. dated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 37 Exclaimer Console Licensing The licensing tab contains information and options regarding licenses for installed Exclaimer products E ay Licensing TA Help Qa Licensed Customer Details License contact ome tier Exctaimer information License details nec a for Exclaimer Features i informati products P Order 4111 06 08 2013 igy ke Signature Manager Exchange Edition vl Signatures NOT FOR RESALE LACENSE_ 365 Days remaining of your license period amp Support Subscriptior 365 Days remaining d your support subscription period Licensing information is summarized in the following sections e The licensing process pg 39 e Licensing information pg 39 e The licensing toolbar pg 34 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 38 The Licensing Process Our aim is to get you working with Exclaimer software as quickly as possible with minimal restrictions As such we have implemented a flexible licensing policy If you have installed Exclaimer software for the first time you can use it for five days without any form of registration After five days you are prompted to register for a 30 day trial Having completed this trial you can e Purchase the product f
101. de in this session Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 180 Renaming a Category The rename category option is available from the console tree and from the actions pane change Editio gt IHY E S Exclaimer Signature Manager Exchange Edition Signature Policies Standard Organization Signature _ G HR Department i Standard Organization Disc Right click on the Fa Sent Items Update required category Policy Tester and use the Template Library context menu A Blank Templates H T ampa Ei Rename Category E T Disclai p Delete Category T New Window I Letterhead style Outgoing Styte Letterhead 3 xchano Simply enter the required name and click OK When you are satisfied that all changes have been made correctly click the main save button to save changes pg 44 made in this session Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 181 Removing a Category It is important to note that removing a category will also remove any templates within that category If required you can move existing templates pg 195 to alternative locations within the template library or you may wish to rename pg 181 the category rather than remove it The delete category opti
102. default is for US style You can easily change the region and thus items in the address block using the regional format property shown below Template Editor HTML RichText Plain Text Undo F Select font ffFontsize MEE rt Redo Paste E B E U abe X x2 aby ba A Y Use the regional format property to change the address Italic block setup for a Underline different region Small Caps Font color Select the address block in the template Multi line WMAMMMMEN Content gi Street Show company Font background Beers giCiny Show street address German Style Zi p n Show city French Style Z 4 ZIP Postal Codey reuse ctote OMA vi Regional Format Australian Style European Style gt Control the regional forntate MCOTESS BIC continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 226 Field Inserts Street Street information for the sender P O Box P O Box information for the sender City City information for the sender State Province State province information for the sender Zip Postal Code Zip postal code information for the sender Country Region Country region information for the sender Country Region Two letter country abbreviation for the sender e g UK 2 letters This information is being taken from the Active Directory therefore content may vary from one organization to another For example one organization may use the
103. derscores Character Description Exclaimer Interpretation Single Look for one or more consecutive underscores underscore Double Look for two underscores one after the other underscore followed by more consecutive underscores Triple Look for three underscores one after the other underscore followed by more consecutive underscores Character Description Exclaimer Interpretation Single hyphen Look for one or more consecutive hyphens Double hyphen Look for two hyphens one after the other followed by more consecutive hyphens Triple hyphen Look for three hyphens one after the other followed by more consecutive hyphens When searching for the specific string Original Message as a reply separator Exclaimer Signature Manager Exchange Edition matches one or more hyphens at the start and end of the text original message It will also accept a trailing line space before the text Original Message For example Exclaimer Signature Manager Exchange Edition will match Original Message Original Message USER MANUAL Exclaimer Signature Manager Exchange Edition Page 70 HTML Tags Exclaimer Signature Manager Exchange Edition can resolve HTML tags as reply separators It matches first the element then the attribute if present in the search string and finally the attribute value if present in the search string This matching process is illustrated below First match the element
104. dva Start with No one 10 Select department from the list of attributes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 142 Step 11 Choose How Matching Should Be Made 11 Select equals from the list of conditions does not equal starts with does not start with ends with does not end with contains does not contain is less than is less than or equal to is greater than is greater than or equal to is present is not present USER MANUAL Exclaimer Signature Manager Exchange Edition Page 143 Step 12 Enter the Required Attribute Value for Matching 12 Enter the value to be matched i d JF W USER MANUAL Exclaimer Signature Manager Exchange Edition Page 144 How Do Change The Sequence In Which Policies Run Policies are processed in the order that they are listed in the policies tab pg 60 this sequence is also reflected in the console tree pg 35 To change the sequence in which policies are listed access the policies tab and use move up move down move to top move to bottom buttons as required Use move options to change the position of the selected policy in the list USER MANUAL Exclaimer Signature Manager Exchange Edition Page 145 How Do Change The Template Associated With a Policy When viewing the template associated with a policy you can choose to access the te
105. e however if your organization includes users with permissions to send messages on behalf of other users message sender and from details may differ In this case you can choose which details should be used to populate any signature template fields when the policy is applied For a more detailed explanation of the message sent on behalf scenario please refer to the message fields pg 219 section of this guide Check this option if you wish to convert plain text messages to HTML Since this setting is defined per policy you have full control over whether incoming outgoing or both types should be converted When this option is selected you should choose the font type and size to be applied when the conversion takes place Select a character set for any HTML messages to which this policy is applied This setting is typically used where a signature contains extended characters which may not be present in the original email The recommended setting is UTF 8 because this can encode all characters in a space efficient manner Select a character set for any Plain Text messages to which this policy is applied This setting is typically used where a signature contains extended characters which may not be present in the original email The recommended setting is UTF 8 because this can encode all characters in a space efficient manner Select how you would like the signature to be added to norma emails A normal email is one which is unsigned and une
106. e oeda P E E ee a PAE E E EE ee ET 202 Tne PS PINE erine n EE EE A TEE E E AEN 202 Template Editor Toolbar Variations sccssccsccsccssccscceccesccsccecccsccncceccesccnccescsccuccescsscuccescsccuccess 203 The AIML Editor OOS eressero aIr 204 The RIF Editor Toobal ecien E a E a Geniens 205 The Plain Text Editor Toolbar eeeesssssssssssssseeersessssssssssssrerrrereresssssssssserereerereessssssssssereereeeeeessssssseeees 206 Placement of Signature Content essssessssesssseoseceosesecsesecseseoseseoseseoseceosecsoseoeoseceosesecsesesseceesecseeseseeses 207 Placing Signature Content at the Very End of Original MeSSages ccccccssseceeesececeesececeeseeeeenees 208 Placing Signature Content Above Original Messages ccccccsseccccsecccesececeeeceeeeeeceseueceseueeeeeeners 209 Placing Signature Content Below The Latest Message In An Email Conversation cccccccsseeeees 210 Tips for Working with Original Message FieldS ccccccesecccessececesecccceseceeeeseceeeeecessusecessuecetsenecees 211 Using Spaces Between Original Message Fields cccccccssececessececeesceceeececeeeceeeueeceeeueceeseneeees 211 Copying and Pasting Original Message Fields sscccccssscssssssecsscscecnscccessseneussssecusseseeasssneness 211 Formatting Original Message FieldS iicicsinicdsossnsedacnsnwecavadenadsnadoasddaskaiadswdsasedsuetnaundeanewaddaneededeunisanes 211 TADIS sainan E A R 212 Smart tale
107. e properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 310 Understanding How Properties are Inherited As noted above almost all items of content i e text images and fields added to templates will have properties that can be used to define formatting and or behavior However when you are working with content for templates it is likely that you will encounter fields which are comprised of other fields For example e The contact block pg 223 field is typically comprised of multiple message sender pg 222 fields e The address block pg 226 field is typically comprised of multiple message sender pg 222 gt address pg 226 fields e Alist of fields pg 260 is comprised of any range of other fields e A conditional field pg 270 might include other fields and indeed other conditional fields Where one field i e the master field contains another field any properties associated with the master field will be inherited by the fields contained within it This is illustrated in the example below where a list of fields item contains a number of fields including telephone number When the list of fields item is selected the properties pane shows that font settings for this item are set to Arial 9pt Blue Then when the fields section of the properties panel is expanded each of the fields contained within this item are shown with their own properties by default these are inherited
108. e properties pg 307 11 Click OK to save changes and exit back to the add condition window 12 Click OK to exit back to the conditional field window 13 Click the add button to enter the condition i e to add signature content and associated rules for users based in Surrey The add condition window is displayed Using the drop down lists associated with the if field navigate to select message sender gt address gt state province field P O Box W ciy A Street a ZIP Postal Code A Country region ay Country region 2 letters USER MANUAL Exclaimer Signature Manager Exchange Edition Page 296 14 Click OK to save changes and exit back to the add condition window where your condition is now displayed Leave the qualifier as the default is equal to and type Surrey into the associated value field 15 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by users based in Surrey England You can enter text and or fields as required F Contact our Guildford office m 21 High Street Guildford Surrey England GU1 2AB Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 21 pg 299 for details about changi
109. e remote deployment folder is defined using the remote deployment tab within the Exclaimer Console The specified folder must be a shared folder on the network only one remote deployment folder should be used on an entire domain When configuration changes are saved the computer on which those changes have been saved pushes new configuration data to the remote deployment folder Remote machines receive notification from the operating system when new configuration data is detected in the shared folder and they then pull i e import that data into their local installation Push and pull operations are completed via the Exclaimer Signature Manager Exchange Edition Remote Deployment service USER MANUAL Exclaimer Signature Manager Exchange Edition Page 40 The Remote Deployment Folder Create a shared folder on your network that will be accessible by all machines that are running Exclaimer Signature Manager Exchange Edition If you do not want the share to be visible to users you should use a hidden share This is done by adding a dollar S symbol to the end of the share name Hidden shares cannot be viewed when browsing the network with Explorer for example Ensure that the user who is logged into the Exclaimer console that is saving data has read and write access to this folder The following sections detail two methods of applying folder permissions These are applicable for both the sharing and the NTFS Security permissions
110. e the message and do not attempt delivery In the event of a fault quarantine the message and deliver the message in its original form In this situation a copy of the message is stored in the quarantine folder for later analysis and the message is sent at whichever point it got to through processing If a quarantine setting is selected but quarantine is not possible at the time of a fault deliver the message anyway If a quarantine setting is selected but quarantine is not possible at the time of a fault stop the Microsoft Exchange Transport Service so that all incoming and outgoing messages are stopped To apply this setting account credentials must be provided for a user with appropriate permissions to stop this service Use this option to specify a number of messages to be quarantined before quarantine fails and any if quarantine fails actions come into force Use the browse button to select a folder in which quarantined messages are stored USER MANUAL Exclaimer Signature Manager Exchange Edition Page 56 Diagnostics A diagnostics email is only used by Exclaimer support in the event of a query It contains information about particular emails including system information the email message before and after processing status information and an exported econfig file for the Exclaimer Signature Manager Exchange Edition installation This option should not be enabled unless you are asked to do so by Excla
111. e to messages where no previous policy was applied USER MANUAL Exclaimer Signature Manager Exchange Edition Page 111 Date Range Options on the date range tab are used to set any date time limitations for a policy E Directors Only lt a i Clone No date criteria gt specified E Lg Signature Options S vCard DConditions D Exceptions Date Range Continuous Policy can be set to run between two dates Date Range From 19 Jul 2013 00 00 el To 19 Jul 2013 23 59 Specify precise Use Advanced schedule days and times By default the date range tab is set to continuous which means that there are no date or time restrictions associated with the policy Alternatively specific to and from dates can be set so that the policy has a start end time or a detailed schedule can be set USER MANUAL Exclaimer Signature Manager Exchange Edition Page 112 Using the advanced schedule The advanced schedule works by selecting days of the week that the policy is active or inactive Each day is split into time intervals which can be adjusted using a sliding scale at the bottom of the window this means that policies can be set to run on precise days at precise times To use the advanced schedule click the use advanced schedule radio button and then click add The example below shows how the schedule is used to create a policy that is only active
112. e to set appearance properties for nested conditional fields content for those nested fields will be formatted as per those properties they will not inherit the appearance properties of this master conditional field For example suppose that you wanted to format signatures as follows e England address to be formatted as Arial 8pt Green you would define these properties at stage 1 step 21 pg 299 e USA address to be formatted as Arial 10pt Red you would define these properties at stage 2 step 15 pg 304 e Address for everyone else to be formatted as Grey you would define these properties at stage 3 step 5 pg 307 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 307 General Fields Fields in the general fields section are summarized below Field Inserts Current Date The current date which may not necessarily be the same as the message sent date USER MANUAL Exclaimer Signature Manager Exchange Edition Page 308 Properties Properties are used to format and control template content Almost every piece of content added to a template will have properties associated with it For example a section of text will have various font properties a table cell will have border and background color properties and a hyperlink will have URL and target properties Properties are used in all template types HTML RTF and Plain Text This section contains useful information for working wit
113. ed in the advanced section The conditional field window is displayed 4 Click the add button to enter the first condition i e to add signature content and associated rules for the IT department The add condition window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 274 5 Using the drop down lists associated with the if field navigate to select message sender gt organization gt department field 7 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by the IT department You can enter text and or fields as required Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 280 for details about changing these properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 275 8 Click OK to save changes and exit back to the add condition window where your first condition is now displayed F Department is equal le Then this conditional field s valueis You can reach the IT department Mon Fri 8am 7pm nTelepliI aK i cmn J 9 Click OK to exit back to the conditional field window none of the above apply then this field s value i
114. eftMargin 10 RightMarg 10 TopMargir 15 Element Style Class Id Style USER MANUAL Exclaimer Signature Manager Exchange Edition Page 128 4 Create a template for HR which contains a specific message to be added after dynamic signature content for messages sent from the HR department For example walle Undo SERS 4 image Line Redo Pae mla A specific message is 35 bis Hyperlink A Fields eee added for the HR department 5 Create a template with standard organization disclaimer content to be applied to all messages sent For example HTML RichText Plain Text Standard disclaimer text mae Line should be added to all ae Hyped WA eke messages irrespective of department ntsins canfidential information and ls intended only for the Mamed if yeu are not the Lay named addresses you should net disseminate distribute or copy this e m notify the sender immediately by maill if you have received this mall by mistak and dg e mail from your system E mail transmission cannot be guaranteed te be secure or error free as inf Ftion could be intercepted corrupted lost destroyed arrive late or incomplete or contain viruses The send nerefore doss not accept liability for any errors or omissions in the contents of this message which arise 24 a result of mail transmission If verification required please request a hard copy Version weriieetion S required ple
115. elected a template you can preview and edit content in different formats HTML RTF and Plain Text using an intuitive template editor and of course you can add new templates to the library This section explains how to work with templates including e The template editor pg 190 e Adding anew template pg 185 e Cloning a template pg 188 e Exporting a template pg 190 e Importing a template pg 192 e Editing a template pg 193 e Renaming a template pg 194 e Moving a template pg 195 e Removing a template pg 194 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 183 Previewing a Template To quickly see how a particular template will look when it is applied to email messages simply select the required template from the console tree The template is applied to a test message and displayed in the preview tab within the content pane 8 File Action Window Help gt IEJ Poes GreenOrg Business Card Signature Manager Exchange Edition i GJ Signature Policies L2 Edit 3g Delete gClone Rename E Properties I Move Export H Standard Organization Signature i Preview E Heip N pE yerepe naerenn i i Standard Organization Dis See how the below my message and above your one you i designed the template to make use of this feature gt I Sent items Update template looks in H Gig Policy Tester S E Template Library Q Blank Templates le green 3
116. ent Garden Lon gt Settings for the conditional field are now complete with two conditions one for York users and one for Surrey users and then required content for all other users based in England 21 Click OK to exit back to the expandable field editor for the England condition which now contains a conditional field element Italic Underline Small Caps If required select this field and use appearance settings in the properties pane on the right hand side of the window to apply required formatting Any properties specified here will be applied to the associated conditional content when it is used i e to all English signature content However appearance property settings for nested fields are inherited from the master conditional field so if you intend to use the same formatting for all signature content i e for users based in England America or anywhere else then you can leave these settings as they are and update properties for the final conditional field at the end of this process see stage 3 step 5 pg 307 For further information about how appearance properties for nested fields are inherited from the master field see understanding inheritance of appearance properties pg 307 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 299 22 Click OK to save changes and exit back to the add condition window 23 Click OK to exit back to the conditional field window w
117. ent view modes Choose from design view and work with the WYSIWYG editor preview preview the template applied to a test message Editor options are used to perform key editorial tasks Choose from e undo undo the last action in the editor redo redo the last action in the editor Clipboard Clipboard options are used to manipulate text Choose from copy copy currently selected text to the Windows clipboard cut remove currently selected text and copy it to the Windows clipboard paste paste previously copied text at the current cursor position Font options are used to apply formatting to text font name select the required font from the drop down list font size select the required font size from the drop down list Remaining options are summarized below listed from left to right bold italic underline strike through sub script super script highlight color font color Paragraph Paragraph options are used to apply paragraph formatting Options are summarized below listed from left to right numbered list bulleted list outdent indent align left center align right justify Insert options are used to insert Active Directory fields into the template USER MANUAL Exclaimer Signature Manager Exchange Edition Page 205 The Plain Text Editor Toolbar Plain text templates are composed without any formatting information however you can still include Active Directory fields When
118. er Signature Manager Exchange Edition Setup Wizard Dear Mr Smith Using this email as an example you should be able to see the signature added to it as specified in the template As this email contains a reply you should even be able to see the content added below my message and above your one if you designed the template to make use of this feature Thank you for contacting Exclaimer Original Message From John Smith Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaimer Signature Manager Exchange Edition If the selected template contains Active Directory fields the preview might vary depending on which user is associated with the message If required you can select a specific user via the display data from user option at the bottom of the preview window 6 If you wish to edit the selected template click the edit button to open the template editor pg 190 and make required changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 23 7 Click next to complete the process and start Exclaimer Signature Manager Exchange Edition in the Exclaimer console pg 31 R Exclaimer Signature Manager Exchange Edition Setup Wizard P Welcome PI Policy Setup a es pre ee eee ee ee Select a template the policy s conditions You can make further enhancements and add extra policies from within the Exclaimer Console Template Preview em Sun Congratulations You have completed the Set
119. erce ce arate setrenp te temas taaanvetsesausimndenc onideeseaciacaeneaednnateecdatemitontatiens 319 Fy OK essere E ece ee ecaseusne seacecw cee saco A A 320 Adding Fields to a Contact Block wivisudiacsssdeceavannctss2endegudsdeedansceaddandeapduswusantsnavsaoceasacendsanttbateieatendeas 320 Updating an Existing Contact Block seesssssseenssernssreresrrrssrerssrrrssseresrrressrresrrrsssreeserreseereserreseeeee 321 How do I Insert an Image at the Start of Messages esssesesseseesesrrrerrersrrresrrrrsrreresrerssreresreresrerss 322 How do I Add a Signature to the Very End of Email Messages ssesssseseserreserrrresrrrsrrrrerrrresreres 324 How Do Add a Signature After the Latest Reply In An Email Conversation ccsccceseeeeeeeeees 326 How Do I Set the Font for Text In a Template 0 ccccccssscccceseecceenecceeeseceeeeseeeeeneceeeeneceseueeeesenecs 328 Co opyrieht Notite s aescacsniniieces aancapesadestoannseeasnnapnseoctusevmaceassiturscoesnanbnseveannapwecesiaiaiieceseiseapessseieanpaseecswaeinest 329 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 8 Chapter 1 Getting Started Exclaimer Signature Manager Exchange Edition Overview Exclaimer Signature Manager Exchange Edition allows you to create great looking professional signatures centrally including company branding legal disclaimers and promotional content and to control the circumstances i e rules under which these signatures sh
120. errsrrrresrrresrrreerreeereress 145 How Do I Change The Template Associated With a POlicy ccccccsccccsssececeseeceeeseceeeesececeeeeeeseners 146 Steps 1 3 Access the Template Library From Within a Policy esssssessssnssrensererssrrrssrrresrrrssrere 146 Steps 4 6 Browse and Select New Templates ccccesccccsseccecesececesececeeeceeseeeceesueceteueeeeeenecs 147 SENT HEMS UPDA FE ssiirisrirsiorsri is dtitti tirs ESIN EIEE EAEE EAIN OAOA SNA 148 BE doLe Ule n OF PAA EE E E E tows E E E O E E E E E 149 SOME SINS SOU SS a vcsisnscea sven Aepisaescnatennsdnessanateaseancdsquacustiavenei iirinn eri eieiei iiiki 150 The Sent Items Update Configuration Wizard sccsccsccssccscceccesccscceccesccecceccesccnccescescceccescesccnccescs 153 Sent Items Update Service Manual Configuration cccsccsccsscssccsccesccsccnccesccscceccescscceccescescceccess 156 Step Create a USET seriens nenni nnne Ea AA ARAE RAER AARSE 156 Use Exchange Management Console ccccccssccccssseccceneccccesececeesececeueceeeegecessueceseueeceseecessunesees 156 Use a PowerShell Script ccccccsccccsssecccesececceseceeeeseceseueceeseecesseseceseueceesenecessuaeseteuseeesenecetsenesees 157 Additional Guidelines for Creating a New USEF ccccesccccsssccccesececeescceceeeceeeeneceeseseceeaneceeeenesens 157 PA REN eaa A 158 ECV E 2 OU e E EE EA ET E EE AEE 158 Exchange 2010 Exchange 2013 vccrasalacarersasndvecaiondienbsa
121. ers link to browse and select a user from the user list Use the Active Directory group link to browse and select the required group from a list of Active Directory groups Use the domain or organizational unit link to browse and select the required domain or organizational unit from a container list Use the Active Directory attribute values link to open the configure attributes window pg 100 to define queries to be resolved for matching Use the character sequences link to define character sequences to be matched in the sender s email address Use the inside link to match messages where the sender is either internal or external to the organization Use the is link to match messages if the sender is or is not present in the Active Directory USER MANUAL Exclaimer Signature Manager Exchange Edition Page 106 The Recipient Is Someone When the recipient is someone exception is selected a someone link is displayed in the lower pane Use this link to access further options The Recipient is a member of an Active Directory group The Recipient is a member of an Active Directory domain or organizational unit _ The Recipient has one or more specific Active Directory attributes _ The Recipient address contains specific character sequences _ The Recipient is inside or outside of the organization The Recipient is an Active Directory contact The Recipient is in the To or Cc field of the message W Edita co
122. f Fields Are Not Populated When using fields in templates it is often useful to suppress an item if there is no data in the Active Directory to populate the field for a given user There are a number of ways to suppress blank lines when defining templates you can e Use a contact block pg 317 Use asmart table pg 317 e Use afield prefix pg 318 Use a contact block A contact block is a pre defined set of fields presented in tabular form For example ot freephone number ERAS number Z ert E Fo ft Mobile Mobile Email E mail as penn J E O E WEEE EEE produces Tel 44 0 1252 987 456 Fax 44 0 1252 987 456 Mobile 44 0 7733 102345 Email kareng qreenorg net When a contact block is used rows are not displayed if Active Directory data is not present For further information please refer to message sender general fields pg 223 Other block fields e g address block pg 226 and personal block pg 225 work in the same way Use a Smart Table The custom smart tables field can be used to insert Active Directory information in tabular form with options to suppress rows if associated information is not present For further information please refer to smart tables pg 267 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 317 Use a Field Prefix An alternative approach is to place all required fields on a single line but use the prefix property
123. f a single entry contains multiple words it is considered to be a phrase Use check boxes at the bottom of the window to choose whether matching should take place if any or all words phrases are matched and whether matching is case sensitive USER MANUAL Exclaimer Signature Manager Exchange Edition Page 97 The Body Contains Specific Words or Phrases Use the words or phrases link to specify given words or phrases to be matched in the message body Use the words or phrases window to enter required items to be matched click the add button SP Add Edit XK Remove Select an existing word or phrase and choose to edit or remove ii e conversation oni atest message in the Evaluate the contents of this field Original Message _ Body contains all words phrases Ignore case Set required options o yhen maicnma on BHO these words or phrases When matching words or phrases in the body of email messages you can choose which aspects of the body to consider Use the evaluate the contents of this field drop down list to select Summary Original message Match specified words or phrases anywhere within the entire body of the message Original message above reply Match specified words or phrases only within the latest separator message in the conversation Original message below reply Match specified words or phrases only within previous messages in the conversation excluding the latest one
124. fer to additional guidelines for creating a new user pg 157 below Note that elements surrounded by should be substituted with information as indicated remove the hash symbols and maintain spacing Please also refer to additional guidelines for creating a new user pg 157 below Additional Guidelines for Creating a New User The following guidelines should be considered when creating a new user using either of the methods described above e The user should have no password expiration policy i e the password should never expire e The user should NOT be a member of Domain Admins or Enterprise Admins groups since they are explicitly denied access to Exchange mailboxes by default Exchange settings e The user should have LogonAsService rights these will be granted if necessary during step 3 pg 159 e Care should be taken when creating this user because it will have full access to email for all users on the Exchange server e There is no requirement for the user to have an Exchange mailbox USER MANUAL Exclaimer Signature Manager Exchange Edition Page 157 Step 2 Grant Rights PowerShell scripts are provided below to grant rights Please note the following regarding mixed environments e f you have a mixed environment which includes Exchange 2007 and Exchange 2010 and or Exchange 2013 machines the appropriate script should be run on one of each type In other words the 2007 script pg 1
125. g E E O 39 TCSII MOT IA ULOIN sieer sewsosossakouatanoatanastsranasanvatentencuccsnambencietneencvertaatsasancs 39 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 2 The Licensing Toolbar seatinwesacseornardeat crs cianacacsiaptouatnossandatentasesduiaenidban teas daedeotteiansansiseisebddeeteenediabacedsaeds 39 Remote DEDIO VIGNE sesceissiesecccsanyececewabacecerssananeessessanassewoanee yuseceensaunseeesacaanesseenseaeeesanea inereoeabeaeenteaceaaeees 40 HOW A Screens pe sc scene ere et ct ir estate etna eso E se eects Seno piee ce seiea couse S E 40 The Remote Deployment Folder ciciascasicciacssdccsesawecsaedsedacnasetdaudiassdnevasedceindsedassnsectatboieddandeatienevaisedaraeas 41 Folder Permissions Easy Method caucacsctisauiseraiadanshdedsndendaeasetdnsantanmneeataladsgeidsadecanadbiacchtaanierudcotandt 41 Folder Permissions Secure Method ssessssssssesresssrrsssrsrssrrrssrrrssstrssrrrsssrressressseresstresrreessreessreesse 41 Remote Deployment TIMINGS sesssseseeseseeserrrrerrrrerrrresrrrererrssrereseeresrerererresetrsseereseereseteeseereseeeeseereseee 42 Changing an Existing Remote Deployment Folder sssesesesssessssreerresssrrserrrsssrerssrerssreessreresrerssrrreseersss 43 Saving Changes in the Exclaimer COnsole scsscssccsscssccscccsccscceccesccscceccesccncceccesccncceccesccnccescesccsccecees 44 Configuration BackUPS ssssissesesssrsrsisiversiveresssronoiros von trv astin dinsin NINE KONENE EENEN E
126. g a new template two fields are automatically inserted HTML RichText Plain Text These fields can be thought of as placeholders for original email content together they represent the structure of an email conversation where Field Summary The latest original message The previous message s in the conversation By default placeholders are arranged so that signature content is added after the latest reply in the email thread as shown in the example above However you can re arrange the placeholders to suit your own needs USER MANUAL Exclaimer Signature Manager Exchange Edition Page 207 Placing Signature Content at the Very End of Original Messages To place a signature at the very end of an email message signature content should be placed below all original message fields as shown below HTML RichText Plain Text The latest message will il ag be displayed above this message field ab A k b mp Font Previous messages will be displayed below this message field Original Message Below Reply ree organisatio The graphic is placed after both original message fields and will be displayed at the very end of the email after all messages in the conversation USER MANUAL Exclaimer Signature Manager Exchange Edition Page 208 Placing Signature Content Above Original Messages To place a signature at the very top of an ema
127. g net Original Message From John Smith Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaimer Signature Manager Exchange Edition Dear Sales USER MANUAL Exclaimer Signature Manager Exchange Edition Page 319 How It Works When the contact block field is added to a template the contact block window is displayed Here default fields are included as a start point Default fields in the contact l Properties for the selected Move the ajd field GETREE elephone number Fiek or down in the gt Alignment E mail as hyperiink contact block Background Color Default Inherited Web page as hyperiink Bold Default Inherited Borde Custom Style Extra cell attributes Fallback value Field case Do not change Font Default Inherited Font background cL Default Inherited Add a field to Remove field Font color Default Inherited the contact from the b Height block contact block Bord Control the border around the object When a field is selected in the left hand pane its associated properties are displayed and can be amended in the right hand pane For further information please refer to the properties pg 309 section of this guide Adding Fields to a Contact Block To add a field to the contact block click the add button to display the add field window Simply enter the required label i e the text to be displayed alongside this field in design view and
128. g template and then update that copy as opposed to creating a new template from first principles pg 185 The clone option is used to create a copy of an existing template for this purpose and is available from the template library toolbar or the right click menu Select the required template in the console tree and use the toolbar option 4 Signature Manager Exchange Edition Si E Signature Policies z 45 Standard Organization Signature IT Department es ee te ee ee ror a 4 yi pe p GJ HR Department Rio Right click on the template that you wish to copy Edit Delete Clone Rename eri iert Mabe 42 P Ot oF lad esale Properties Wa cer armenet Move Export New Window gE W Disclaimers USER MANUAL Exclaimer Signature Manager Exchange Edition Page 188 To clone an existing template select the template to be copied from the console tree then either click clone from the toolbar or right click and select clone from the context menu A copy of the selected template is added to the console tree ready to be updated E Template Library A Blank Templates H Q Letterhead style A Business Cards Signatures E Orbit Illustration Business Card xChange Business Card a peur J B Business Card e to the Exclaimer Business Card console tree DataPlus Business Card E NRB Business Card ld a QI Campaigns w Q Disclaimers From here yo
129. ge 1 Add a Conditional Field amp Specify the First Condition for Users Based in England 1 Edit pg 193 or create pg 185 the required template so that the template editor is open 2 Position your cursor at the position where conditional content is required 3 Using the fields panel navigate to select the advanced gt conditional field The conditional field window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 293 4 Click the add button to enter the first condition i e to add signature content and associated rules for users based in England The add condition window is displayed 5 Using the drop down lists associated with the if field navigate to select message sender gt address gt country region field Street P O Box City State province ZIP Postal Code ENE E sta Cikin 2 letters 7 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter another conditional field to determine the city state and thus signature content for users in England First navigate to select advanced gt conditional field a E3 Other User s AD Field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 294 The conditional field window is displayed 8 Click the add button to enter the first condition i e to add signature content a
130. gnature options tab is used to determine how the signature is applied Directors Only Gl New amp Delete G Clone General Template La Signature Options EJ vCard WD Conditions Exceptions F Date Range Next Policy La Signature Options Don t add signature if already present 2 Populate template fields using SENDER data instead of FROM data Convert Plain Text messages to HTML before applying signature 1 _ Apply font Ansl E oe i kio HTML Unicode UTF 8 JO Tet Unicode UT p Message This message contains a digitally signed email which can be read by opening the attachment i USER MANUAL Exclaimer Signature Manager Exchange Edition Page 82 Option Don t add signature if already present Populate template fields using SENDER data instead of FROM data Convert Plain Text messages to HTML before applying signature HTML Character Set Text Character Set Message Type Normal Options on this tab are summarized below Summary Check this option if you do not wish to add this signature more than once for example during an email conversation where there are multiple replies This option is used to handle cases where a user is delegated to send email messages on behalf of another user Under normal circumstances the message sender and the from address are the sam
131. h properties including e Working with the properties pane pg 310 e Examples of properties in use pg 313 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 309 Working With the Properties Pane The properties pane updates to reflect the current selection in the template editor Parent branch with unsaved changes Shows the type of properties being displayed BorderColc 4 Element Layout Align Left Backgroun B7DDE v gt q sila Border 0 CellPaddin 0 CellSpacin 0 4 Element Style Title Class ImprintUniquelL Id Style BORDER COL 4 Layout Height Width Summary information for the active property BgColor This attribute sets the background color for the doc The title at the top of the properties panel shows the type of properties displayed i e the nature of the selected item of content In the above example a table was selected in the HTML editor so the title of the property pane is displayed as lt table gt Many properties are associated with drop down lists so you can select a pre defined value whilst others require direct input At the bottom of the properties pane a small information area displays summary text for the currently selected property Remember almost all items of content entered into the template editor will have properties associated with them If you aren t sure how to change something select it and check availabl
132. h to export Si ma Properties H pee xcla SS TS o l 2 DataPlus aue MeNe e E NRB Business Card Epot i Copy of GreenOrg B New Window OI Campaigns a Q Disclaimers The export template option is also available if you right click anywhere within the template tab for a particular signature policy pg 79 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 190 To export a template 1 Select the export option for the required template to open the save as window The file name defaults to the name of the selected template and the file type is a zip A zip file is used because there are multiple parts to a template file it is not a single document The contents of the zip file are in a proprietary format only templates exported from Exclaimer Signature Manager Exchange Edition can be imported pg 192 2 Navigate drives and folders to select the required location for the template file 3 Click save to complete the export USER MANUAL Exclaimer Signature Manager Exchange Edition Page 191 Importing a Template Previously exported pg 190 templates can be imported into the template library To do this follow the steps below 1 In the console tree select a parent category for the template Notice that import and export options are now activated on the toolbar Select import to display the open window When a template is exported the exported file f
133. hange Fallback va Suppress n gt Prefix gt Suffix lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt P gt Firstname USER MANUAL Exclaimer Signature Manager Exchange Edition Page 328 Copyright Notice The information in this document is subject to change without notice Exclaimer Ltd assumes no responsibility for any errors that may appear in this document Unless otherwise noted the example companies organizations products domain names e mail addresses logos people places and events depicted herein are fictitious and not associated with any real company organization product domain name e mail address logo person place or event Exclaimer Signature Manager Exchange Edition and other Exclaimer devices are either registered trademarks or trademarks of Exclaimer Ltd in the United Kingdom and or other countries Exclaimer may have trademarks copyrights or other intellectual property rights covering subject matter in this document All other company and product names are acknowledged as being the trademarks or registered trademarks of their respective companies Unless expressly provided in a written license agreement from Exclaimer Ltd the furnishing of this document does not give you any license to these trademarks copyrights or other intellectual property This document was last updated 03 February 2014 exclaimer Copyright 2014 Exclaimer Ltd All rights reserved This document may not be cop
134. he existing policy email that was test message so that it saved previously can be used later Policy ster bave Test Load Message Brave Message Reset Clear all settings Run th ss See Sree in the policy Erom Administrator network26 local Administrator network26 lo Ce j Enter from to CC BCC subject and attachment information as you would pains a for a standard email click buttons to Subject browse for users The message will not z actually be sent to the given recipient bs BE P Times New Roman small B Z U amp X x2 by Choose the ROERE required Options email format Browse for attachment files Use the formatting toolbar to format the Additional test email message message settings a The upper section provides access to the policy tester toolbar pg 164 and is used to define standard email details such as sender and recipient and the lower section contains an editor so you can type the body of the test email From here you can create a new message pg 167 using the editor save a message for re use pg 168 or load a previously saved message pg 168 for testing USER MANUAL Exclaimer Signature Manager Exchange Edition Page 163 The Policy Tester Toolbar Toolbar option Summary Run Test Having set required test criteria use this option to run the current policy test or use the large run test button in the
135. he label font section of the properties pane Arial xx smal a iil B Z See Set font properties for all labels in the g re Select the list of 4 Label font or een fields element Arial Inherited from Lis i 8pt Inherited from List a A Mitte Witte Feet yes Be OE CEE Underline Small Caps Font color Font backgrouni _ Label font Control the default font to be applied to all the labels USER MANUAL Exclaimer Signature Manager Exchange Edition Page 263 Choosing How a List of Fields Is Arranged By default a list of fields is presented in tabular form with labels in the left hand column and fields on the right If required you can change the arrangement using layout gt arrangement settings in the properties pane HTML RichText Plain Text aE E Pe Cut Arial xx small 1 ff Redo Paste Coy BI U we X Y A coal iaaa eme ia ee ee eo organ sat 4 Label font Ral Font Arial Inherited from Lis Original Message Above Reply Separator Size Spt Inherited from List Bold Italic Underline Small Caps Font color B co0000 Font backgroun p lt Fields E mail Label Email E mail Field g ree nN Select the list of organisation fields element Choose how the E A LL s ntl mail fields are arranged DA Phone Telernone number Bi men Do 7 ls en pater lala D Eo R S in a table with each field and each label in separate cells In a tab
136. here the condition for England is now shown fif Country region is equal to England then this field s valueis ConditionalFicid o eee Stage 2 Specify the Second Condition for Users Based in America 1 Click the add button to enter the first condition i e to add signature content and associated rules for users based in America The add condition window is displayed 2 Using the drop down lists associated with the if field navigate to select message sender gt address gt country region field State province ZIP Postal Code USER MANUAL Exclaimer Signature Manager Exchange Edition Page 300 3 Leave the qualifier as the default is equa to and type USA into the associated value field 4 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter another conditional field to determine the city state and thus signature content for users in the USA First navigate to select advanced gt conditional field b B Other User s AD Field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 301 5 Click the add button to enter the first condition i e to add signature content and associated rules for users based in New York The add condition window is displayed Using the drop down lists associated with the if field navigate to select message sender gt address gt city field
137. hese fields and apply the Arial font pg 207 correctly so that the signature is inserted in the required position Remember that you can use tables images dynamic fields and properties when creating templates Please refer to the template editor pg 190 section of this guide for detailed information about editor options Position and format the original message fields pg 207 so that the signature is inserted in the required Create your template with required text and formatting taking care to place the original message fields USER MANUAL Exclaimer Signature Manager Exchange Edition Page 186 5 Switch between HTML RTF and Plain Text tabs to create the template in each format 6 Click save and close from the editor toolbar to return to the template library If you have not updated all format tabs HTML RTF and Plain Text warnings are displayed You must enter content for all formats before you can save the template 7 If required rename pg 194 the new template 8 If required move pg 195 the template to a different category pg 179 9 Click the main save button to save changes pg 44 made in this session Alternatively use the cance button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 187 Cloning a Template If you need to create a new template which has similar settings to an existing template it is quicker to take a copy of the existin
138. his list and click the add button Click the add button to add the selected item to your strip p Facebook Field p Facebook Labe The selected item is added to the end of the social media strip shown in the center pane The item is added with an icon and generic properties which you then need to personalize pg 254 with your own details If required you can also choose to reorganize items pg 259 in this pane to change the sequence of the completed social media strip USER MANUAL Exclaimer Signature Manager Exchange Edition Page 253 Personalizing a Social Media Item When a social media item is added from the available icons list it is added with an icon and generic properties For example when the Facebook item is added the default hyperlink associated with the icon is htto www facebook com therefore you will need to update this with the link to your own Facebook page Properties for each item are listed within two main categories field and label A string of text that appears before the field expand for more properties Field properties pg 255 are concerned with the behavior and appearance of the item for example what image is used for the icon what hyperlink is used when the recipient clicks on the icon etc Label properties pg 256 can be used if you wish to add some text to be displayed with an icon in the strip USER MANUAL Exclaimer Signature Manager Exchange Edition Page 254
139. hot OLLLEEELL LLL ELL LL Le SSS BESS S TJ Original Message Belo amp Contact Block A First name A Initials A Last name A Display name a MELEEEEEL EE EEE EEE A m vp If you wish to keep the fields panel open click the pin icon in the top right hand corner of the fields panel This is a toggle option click it once to pin the panel to the editor and click it again to hide it again Within the fields panel fields are organized into related groups namely e Message pg 219 e Message sender pg 223 e Dynamic content pg 231 e Server pg 269 e Advanced pg 270 e General pg 308 To insert a field simply double click the required entry in the panel The field is inserted and the fields panel closes automatically so you can start working with the field pg 217 in the editor USER MANUAL Exclaimer Signature Manager Exchange Edition Page 216 Working with Fields The following tips may be useful when you are working with fields Using Spaces Between Original Message Fields The placement of signature content will be made exactly as displayed in the editor For example if you enter three blank lines between an original message field and your signature content there will be three blank lines at the end of email messages followed by the signature Copying amp Pasting Original Message Fields You can copy and pa
140. icate installed which enables them to digitally sign emails This means that recipients of signed emails can be certain that the email was genuinely sent from the email address given and that the content of the email has not been altered since it was first sent It is not feasible to alter signed emails by adding signatures into the content therefore the following options are available Don t add signature Don t apply any signatures when sending signed emails Add original message as an Use the message field to enter a attachment of the message message that will be sent to the below recipient with the signed message as an attachment Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 85 vCard The vCard tab is used to determine if and then how vCards electronic business cards should be attached to email messages E Directors Only General G Template Lg Signature Options F vCard ID Conditions Exceptions 4d EJ vCard Attach sender s vCard when sentfrom inside the organization Customize Remove any previously attached vCards i USER MANUAL Exclaimer Signature Manager Exchange Edition Page 86 Options on this tab
141. ied photocopied reproduced translated or converted to any electronic or machine readable form in whole or in part without the express written permission of Exclaimer Ltd Complying with all applicable copyright laws is the responsibility of the user USER MANUAL Exclaimer Signature Manager Exchange Edition Page 329
142. ields pg 215 e Properties pg 309 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 199 Understanding the Template Editor Window The template editor is used to add edit and preview templates in HTML RTF and Plain Text formats Switch between template formats Template editor toolbar ML RichText Plain Text Insert Active Jema E Directory fields SS using the fields ya ol Paste E B Z U wx A panel Editor boast Font Switch between view modes sd Dad Apply formatting N and define controls en RARAN Multi line True for content using Font a properties Size 10pt Bold Default Italic Default Underline Default Small Caps Default COLE COLLEY CULE om Font color Default Font backc Default 4 Content Include cor False Field separ Content Street City 4 Fields b Street Display name frite VAPLELLLELLL TELL EEL EL MVLELELELELELELELELLLEEEL Template content area Ss A NNS Original Message Below Reply The editor has a familiar intuitive design as summarized in the following sections USER MANUAL Exclaimer Signature Manager Exchange Edition Page 200 The Content Area All content is added to the main content area of the template editor When you choose to add a new template the editor is opened with original text placeholders which are used to determine where your signature co
143. il message signature content should be placed above all original message placeholders as shown below eco mii in Insert the signature above all gree placeholders organisation Thumbnail Photo Display name y Title Message fields USER MANUAL Exclaimer Signature Manager Exchange Edition Page 209 Placing Signature Content Below The Latest Message In An Email Conversation To place the signature below the latest message in an email conversation content should be placed between Original Message Above Reply Separator and Original Message Below Reply fields as shown below HTML RichText Plein Text irene The latest message g will be displayed t font Font size above this o message field pe ae x nh A ui Wet Vink II I Wihl The signature is placed after the latest reply but before any previous l replies 4 Display name frite Original Message Below Reply Previous messages will be displayed below this message field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 210 Tips for Working with Original Message Fields Using Spaces Between Original Message Fields The placement of signature content will be made exactly as displayed in the editor For example if you enter three blank lines between an original message field and your signature content there will be three blan
144. imer support J Fault Tolerance lf Diagnostics J AD Cache Enable Diagnostics 2 Diagnostic Recipients Attachment Extension Match Sender Match Recipients Match Subject These options are summarized below Option Summary Enable diagnostics Select this option to enable diagnostics Diagnostic Recipients Use the browse button l to select people who should receive the diagnostics email Attachment Extension Some diagnostic information is sent as an attachment with the diagnostics email This is a standard extension to apply to all attachments this can be useful for example to stop diagnostic emails being blocked by anti virus and anti spam applications Match Sender The sender of the messages to be matched for diagnostics emails Match Recipients The recipient of messages to be matched for diagnostics emails Match Subject The subject of the messages to be matched for diagnostics emails USER MANUAL Exclaimer Signature Manager Exchange Edition Page 57 AD Cache To optimize performance Signature Manager Exchange Edition caches information from your Active Directory Use AD cache options to determine how cached information is handled J Fault Tolerance lf 5 Diagnostics J AD Cache Cache results for 240 minutes Group membership Cache the last 100 results These options allow you to specify cache thresholds for different Active Directory elements as summarized below Option Summa
145. imes where it is only appropriate to insert a given signature once For example if you are applying a signature to outgoing messages you might want it to be added the first time that a message is sent but prefer not to add it at the end of any subsequent replies if the email turns into a conversation This is simple to achieve by selecting the don t add signature if already present check box on the signature options tab pg 82 Use this option to prevent a signature being repeated in an Femplate Qg oighature Options amp vCard IQD Conditions Conditions D Exception Exceptions E Date Range Next Policy Policy Don t add signature if already present Populate template fields using SENDER data instead of FROM data I Convert Plain Text messages to HTML before applying signature 1 Apply font Asis oe Elo eO a Character Sets HTML Unicode UTF 8 Text Unicode UTF 8 amp USER MANUAL Exclaimer Signature Manager Exchange Edition Page 134 How Do Define a Policy Based Upon a Subject Line Trigger Word It is sometimes useful to apply signatures based on a trigger word in the subject line of outgoing emails For example you might run a sales promotion and need to apply a banner image if the sender enters SALE DEC13 in the subject line of any outgoing messages You might also wish to remove the trigger word from the subject line so that the recipient never sees it
146. ion Page 239 Changing the Size of the QR Code Having defined a OR code in the QR code window the image can be resized as required To resize the image hover your cursor over the marker in the bottom left hand corner of the image to enable sizing grab handles Hover the cursor over the marker in the bottom right hand corner to enable grab handles USER MANUAL Exclaimer Signature Manager Exchange Edition Page 240 Having done this you can simply drag the image to the required size USER MANUAL Exclaimer Signature Manager Exchange Edition Page 241 Adding a Logo Image If required you can choose to associate a logo or any other image with a QR code A logo image can be displayed as a background for the OR code in the center of the QR code orinauser defined position pg 243 To add a logo image select the logo tab from the QR code window Here the QR code image is displayed but cannot be adjusted pg 243 so you can see how it will look with your selected image ____ As background to code Ili i Ee On center of code jat Fields Use data from User defined Sk SARE BAe tel Telephone number If you are adding a logo image from a file on your computer or network select the browse button associated with the image source field to locate and select the required image file Alternatively you can add a logo image via an Active Directory field To do this
147. ions are only applicable to a given format for example you can insert tables into HTML templates but not in RTF or Plain Text versions For a summary of the different toolbar options see template editor toolbar variations pg 203 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 201 The Fields Panel The fields option is used to insert dynamic content from the Active Directory Click on the fields option to activate the fields panel a list of available fields that can be inserted into the template Once a field has been inserted this panel is automatically hidden so that the template editor is not cluttered Fields can be used in all template formats HTML RTF and Plain Text For further information see the fields pg 215 section of this guide The Properties Pane Properties are used to format and control template content Almost every piece of content added to a template will have properties associated with it for example text tables images fields hyperlinks etc The properties pane changes to reflect the current selection in the template editor see the properties pg 309 section of this guide for further information USER MANUAL Exclaimer Signature Manager Exchange Edition Page 202 Template Editor Toolbar Variations When working with the template editor templates are created in three formats HTML RTF and Plain Text You must define all three formats for each template this en
148. irectory attribute values link to open the configure attributes window pg 100 to define queries to be resolved for matching Use the character sequences link to define character sequences to be matched in the sender s email address Use the inside link to match messages where the sender is either internal or external to the organization Use the is link to match messages if the sender is or is not present in the Active Directory USER MANUAL Exclaimer Signature Manager Exchange Edition Page 94 The Recipient Is Someone When the recipient is someone condition is selected a someone link is displayed in the lower pane Use this link to access further options _ The Recipient is a specific User or Distribution Group _ The Recipient is a member of an Active Directory group The Recipient is a member of an Active Directory domain or organizational unit The Recipient has one or more specific Active Directory attributes _ The Recipient address contains specific character sequences _ The Recipient is inside or outside of the organization _ The Recipient is an Active Directory contact _ The Recipient is in the To or Cc field of the message W Edita condition by clicking an underlined value Policy applies to messages where O 7 policy when any condition is met Additional options Split message when some recipients meeta condition rs N e Cancel Hi These options are summarized in the fol
149. ith dynamic signature content to be applied to all messages sent i e a standard organization signature template For example A fe Times New Roman small JEEE il image Line Redo Pe E BF U wg OW Ww A aitari ioiai ae Fields are used to Display name frie add sender details to the signature Original Message Below Reply USER MANUAL Exclaimer Signature Manager Exchange Edition Page 127 2 Create atemplate for IT which contains a specific message to be added after dynamic signature content for messages sent from the IT department For example sl A specific message is Table Hyperlink A Fields added for the IT graph ii g HTML RichText Plain Text department Properties 21 Original Me The IT Department can be reached on 01234 5008850 Monday Friday 8am 6pm Appearance Alternatively please email your query and we wiil respond as soon as possible Include rep True 3 Create a template for Sales which contains a specific message to be added after dynamic signature content for messages sent from the Sales department For example HTML RichText Plain Text p p i a t anea e aman l A specific message IS Eg bal igs l oe B Z UW Table Hyperlink fA Fields M Redo Pase E added for the Sales Editor Clipboard For department iat The Sales Team can be reached on 01234 567891 Mofide y Friday 9am 5pm Original Message Below Reply BgColor BottomMa 15 L
150. j onpnnaon t l Letterhead style i I Business Cards Signatures Thank you for contacting Exciaimer the preview tab Sees Select required template in the library Use the template breadcrumb trail to access parent f POUS categories Q Disclaimers From here you can e Double click anywhere in the preview tab to edit the template pg 193 in the template editor pg 190 e Select a template category pg 179 from the template breadcrumb trail to view other templates in that category e Use toolbar options to edit pg 193 delete pg 197 clone pg 188 rename pg 194 or move pg 195 the template or view associated properties pg 196 This preview option always shows the HTML version of the template If you wish to preview RTF or Plain Text versions you should choose to edit the template pg 193 and select the preview mode for the required format USER MANUAL Exclaimer Signature Manager Exchange Edition Page 184 Adding a New Template The new template option is available from different areas of the template library it can be accessed from the console tree from the library toolbar and from the actions pane Use the toolbar option Signature Manager Exchange Edition J Signature Policies e Policy Tester S Template Library l Blank Templates gt O Letehesd se 5 New Template Riria Cite Delete Category 3 New Window siness Card Right click o
151. ject contains specific words or phrases pg 109 The body contains specific words or phrases pg 110 One or more message headers contains specific words or character sequences pg 111 The message is a meeting request update or response pg 111 The message is a task request or update pg 111 No previous policy of this type has been applied pg 111 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 104 The Sender Is Someone When the sender is someone exception is selected a someone link is displayed in the lower pane Use this link to access further options The Sender is a member of an Active Directory domain or organizational unit The Sender has one or more specific Active Directory attributes _ The Sender address contains specific character sequences W The Sender is inside or outside of the organization _ The Sender is an Active Directory contact M Edita condition by clicking an underlined value Policy applies to messages where Apply policy when any condition is met These options are summarized in the following sections however two additional identify sender options are available at the bottom of this window These options can be used to handle cases where a user is delegated to send email messages on behalf of another user An example of this is where a PA Jane Smith has permission to send email messages on behalf of a Company Director Alice Jones When received these messages would
152. k lines at the end of email messages followed by the signature Copying and Pasting Original Message Fields You can copy and paste original message fields to new positions within the template but care should be taken to ensure you copy paste the entire field rather than just the text element When you click on a field it behaves like a table cell For a correct selection you should see the borders of the cell clearly marked a ee ee Original Message Above Reply Separator OF WMMMEM EEE T PENET Mhave Reo e Cops ngal Mes arator Witt MUI AUD Les ay Ve E y Pom Formatting Original Message Fields The way in which original message fields are formatted controls the formatting of the original message For example the font type color size etc applied to the fields will be reflected in email messages So for instance if you want original messages to be formatted in Arial font you would select these fields and apply the Arial font USER MANUAL Exclaimer Signature Manager Exchange Edition Page 211 Tables When working with HTML templates using the table option from the editor toolbar displays an insert table options window O Smart Table A Smart Table is optimized for common layout tasks such as creating contact blocks business cards and other ordered groups o information ig recomended ihat you vse a Sat Table when laying out Active Use a smart table to ee iai Saat eo ae insert a contact Contac
153. l field Set conditions under which Active Directory information will or will not be included For further information please refer to conditional field pg 272 Other Add Active Directory information for another specified user Once this field is added the User s AD other user s AD field window is displayed so you can choose what Active Directory field information to include and for whom From the Manager specified in the sender s AD record From the sent on behalf of user Using this query Use the data from the senders extensionattribute to find the other user by their Here you can select Active Directory details to be included for another user i e a user who is not actually sending the message You can include details for The message sender s manager as identified from the content of the sender s manager display name field in the Active Directory A specified user from the Active Directory click the browse button to select the required user The person who has delegated another user to send email messages on their behalf please refer to the fields gt message sent on behalf pg 219 section for an explanation of the sent on behalf scenario The user matched for a query defined using exchange advanced pg 230 fields continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 270 Inserts Using field content options at the top of this window you c
154. laimer console pg 31 pg 31 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 26 Chapter 2 Installation amp Deployment Uninstalling Signature Manager Exchange Edition The uninstall process removes the following items for Exclaimer Signature Manager Exchange Edition e Application program files e The Exclaimer Signature Manager Configuration Service e The Exclaimer Signature Manager Remote Deployment Service e The Exclaimer Signature Manager Sent Items Update Service Configuration files are not removed as part of the uninstall process The location of these files on your system depends upon which operating system is in use as summarized below File Location Windows Server 2003 R2 x64 Documents and Settings All Users Application Data Exclaimer Ltd Mail Disclaimers Windows Server 2008 x64 ProgramData Exclaimer Ltd Mail Disclaimers Windows Server 2008 R2 x64 Windows Server 2012 Windows Small Business Server 2008 Windows Small Business Server 2011 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 28 Preparation As a precaution you may wish to export your configuration before running the uninstall process The export includes all settings for Exclaimer Signature Manager Exchange Edition These are written to an econfig file a proprietary file type for Exclaimer products To export current settings follow the steps below 1 Open the Exclaimer Console 2 En
155. latesrsriisiesiisirni rrinin E 185 Conine a Tempi E rna ee 188 Exporting a Template seriinin nin scenes AEE EE EAE EN ENEA EAE 190 Wportine a Templat ssonssinonisena na A O 192 EdE a Template anran O A 193 Renaming a Template ise ho vtsiccic dc wsmeniccecweacinewsaceacuaweceicdswmarswccawaneideawacsindeswacelsdenseceantwarscdausnuvscceuannedeseaceudeues 194 Moving a TRUDI AUS sa seiseccceeane sere veswtelnesecuctinn pace deep R dun seacdsiwunencdesisunteeeauniteasacntaents 195 VIEWING Template PLO CU UOS srcciesesecensncsccaaseansessasatacesssaancanesasccnsaneeacransansecssanuacessscuscnnsseseceasnexeceansasense 196 RREMMIOVING BCMA US ana A 197 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 6 TRE PEWVIPLATE EDIT OR ccstusncsaanexsctaxanscenscsenniedsmmumansantas seanxiatecsaasapionsecusansaaderaniaxtesoememamanes 198 NEVER OCU CEN ONN err 199 Understanding the Template Editor WiIndOW sccsccsccsscssccscccsccscceccesccncceccesccnccescesccsccescsccnscecees 200 DANG eS PMS P EEE node asentdaassamsotes E E E EE E E T 201 Switching Between Different VICWS c cccscccccsseccccssccccenececcenececeuseceseuecesseneceseueceseuceesenecetseeeetees 201 Switching Between Different Format Types cccccssccccsseccccesececesececeeceseeeeceeeeeceseeeceesenecessueeesees 201 The Template Editor Toolbar essssesesseserseseenssrerererrssrrrsrrrresrereseressreresereeserreseereseereseereseereseereseereseee 201 eka
156. ld was added to the template pg 248 are shown here If you wish to change these fields click to activate this property and then select the browse button to open the content window Remember that you can switch to preview mode from the template editor toolbar pg 200 to see the effect of any dynamic fields you have inserted USER MANUAL Exclaimer Signature Manager Exchange Edition Page 250 Composite Field A composite field is used as a container for multiple fields that need to be used together For example you might define a composite field which contains department company and sender s web page A composite field might contain just fields but it can also contain text To define a composite field follow the steps below 1 Use the fields pane to insert a composite field When this field is added to a template the content window is displayed 2 Use the fields panel to insert required fields i e fields that will make up the composite field Adding fields here works in exactly the same way as adding any sort of field you can select any field that has been added and update properties in the right hand pane Fallback va Suppress n 3 Having entered all required fields click OK to exit from the content window and return to the template editor USER MANUAL Exclaimer Signature Manager Exchange Edition Page 251 Social Media Strip The social media strip field inserts a strip
157. le with each label and field in the same cell One field after another with an optional Separator i ae lt TBODY gt lt TR gt lt ONG Each field on a new line oi SFOARA llow fields to control the layout _ Available options are summarized below Action Summary Inatable with This is the default setting with field labels in the left hand column and fields each field and on the right each label in Il Email kareng greenorg net separate cells Blog www greenorg net Phone 44 0 1252 987 456 With this option additional properties are available so you can also specify how the table should be displayed 4 Layout In a table with eacl v Number of Column 2 Cell spacing 0 Cell padding 0 gt Width b Height gt Alignment Top Near continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 264 Action Summary Inatable with Arranges the label and field in the same cell each label and as field in the Email kareng oreenorg net Blog www greenorg net same cell Phone 44 0 1252 987 456 With this option additional properties are available so you can also specify how the table should be displayed TE Number of Columns 1 Cell spacing Cell padding Width Height Alignment One field after With this option each label and field is arranged in a continuous line another with optionally delimited by a separator an optional Email kareng oreenorg net Blog ww
158. lect a condition Options for the selected condition are displayed as hyperlinks in the lower pane Pf Edita condition by clicking an underlined val Policy applies to messages where The sender is someone or The recipientis someone For multiple conditions choose whether ALL conditions must be met or if ANY can be met to trigger the policy Apply policy when all conditions are met USER MANUAL Exclaimer Signature Manager Exchange Edition Page 90 Once a condition is selected any options pg 92 for that condition are displayed as hyperlinks in the lower pane select these links to refine the condition For instance selecting the someone link in the example above displays further options to refine the recipient is someone condition The Sender is inside or outside of the organization _ The Sender is an Active Directory contact W Edita condition by clicking an underlined value Policy applies to messages where Each time a selection is made confirmation of the selection and any further options pg 92 are displayed in the lower pane At least one condition must be set to apply signatures If a condition is not selected the default condition of all messages is used See the conditions options summary pg 92 page for a summary of available conditions USER MANUAL Exclaimer Signature Manager Exchange Edition Page 91 Available Options for Setting Conditions When working with conditions
159. lowing sections however two additional options are available at the bottom of this window Summary Expand distribution lists If selected any distribution lists specified as recipients will be before checking expanded and the conditions will be checked against the users conditions within those lists instead of the list group as a whole Split messages when This option handles cases where an email message is sent to some recipients meet a multiple recipients and some but not all of those recipients condition match given conditions If selected the email message would be split so there are two copies one for recipients who meet conditions and one for recipients who do not USER MANUAL Exclaimer Signature Manager Exchange Edition Page 95 The recipient is a specific person The recipient is a member of an Active Directory group The recipient is a member of an Active Directory domain or organizational unit The recipient has one or more specific Active Directory attributes The recipient address contains specific character sequences The recipient is inside or outside the organization The recipient is an Active Directory contact The recipient is in the To or Cc field of the message The following options are available to refine your recipient is someone criteria Summary Use the list of users or distribution lists link to browse and select a user or distribution list from the user list Use the Active
160. ly this template to all messages but other times you may have more complex requirements For example you might choose to apply different signatures according to the sender or according to the day of the week or dependent upon the content of the email body and or subject line a vast range of scenarios can be achieved using signature policies pg 64 A signature policy can be thought of as a set of rules which are specified to control how signatures are applied to email messages With a range of conditions pg 90 and exceptions pg 102 which can be applied to messages sent and received both internally and externally you determine if when and how signatures are applied USER MANUAL Exclaimer Signature Manager Exchange Edition Page 10 Complete Control Perhaps one policy isn t enough perhaps you need to apply or not apply certain signatures according to whether or not a previous signature has already been applied With Exclaimer Signature Manager Exchange Edition you can create policy chains pg 114 to define such dependencies And there s no need to worry about complicated testing processes since Exclaimer Signature Manager Exchange Edition includes an intuitive policy tester pg 162 which will simulate the process of sending and receiving email messages so you can quickly see if policies are defined correctly How It Works Signature templates and associated policies are defined centrally by an administrator
161. m nai Key Management Service p J Microsoft Event 2200 Exclaimer Signature Manager Exchange Edition Configuration Service MSExchange Manageme Windows PowerShell Subscriptions Backing up configuration Started 17 07 2013 15 55 27 Status Complete Log Name Exclaimer Source Exclaimer Signature Manage Logged 17 07 2013 15 55 48 Event ID 2200 Task Category None Level Information Keywords Classic USER MANUAL Exclaimer Signature Manager Exchange Edition Page 45 Accessing the Windows Event Log To access the Windows event log from within the Exclaimer console simply select the status option from the actions pane Alternatively you can access the Windows event log from Windows To do this follow the steps below 1 Onthe appropriate computer click Start 2 Select administrative tools 3 Select event viewer USER MANUAL Exclaimer Signature Manager Exchange Edition Page 46 Exporting Configuration Settings The export configuration option is used to export all settings for the Exclaimer console together with settings pg 53 policies pg 64 and templates pg 176 for Exclaimer Signature Manager Exchange Edition Right click on the topmost branch of the console tree Use the actions Hg s 3 Export Configuration 3 S Export Configuration AE a Import Configuration amp Import Configuration ete d lies New Window Licensing Keep a copy ofthe last 10 2 successfull
162. main section of the policy tester Load Message Rather than create a new policy test choose this option to re use a previously saved test pg 169 Save Message Having set required criteria use this option to save the existing test for re use pg 168 Use this option to clear all settings in the policy tester and start from a clean point The Formatting Toolbar The policy tester editor incorporates familiar word processing functionality using a formatting toolbar Font color Times N Roman EA i eh om message options strikethrough USER MANUAL Exclaimer Signature Manager Exchange Edition Page 164 Additional Options The policy tester is designed to emulate Microsoft Outlook as closely as possible therefore additional options are provided so that you can test the full range of conditions pg 90 and exceptions pg 102 When the options button is selected from the editor toolbar message options are displayed as shown below These options are summarized on the following page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 165 Message options are summarized below Toolbar option Summary Security Settings Select this option to encrypt the test message and any associated attachments Selecting this option simulates Encrypt message contents the behavior of Microsoft Outlook encrypting the and attachments message and any attachments so that the message
163. mation as indicated remove the hash symbols and maintain spacing Also note that the instance of password should be replaced with the appropriate password for the user account USER MANUAL Exclaimer Signature Manager Exchange Edition Page 160 Chapter 7 The Policy Tester Introduction The policy tester is used to create a test email and simulate the sending process When a test is run any defined policies are processed so you can ensure that the correct signatures are applied to messages Messages generated in the policy tester are never actually sent so you can select whichever sender and recipient is most appropriate for testing a policy without concern Using the policy tester you can e Define atest message pg 167 e Save atest message for later use pg 168 e Load a saved message for testing pg 168 Then having run a test you access a process diagram pg 170 and e View which signature policies have and have not been applied pg 170 e Check the reason why a signature policy is or is not applied pg 172 e Preview the message at any stage in the process pg 173 Finally you can view original messages and their final output pg 174 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 162 Understanding the Policy Tester Window The policy tester is designed to emulate Microsoft Outlook as closely as possible so it will be familiar to most users Load a policy test Save t
164. mplate library pg 176 and select a new template as shown below Steps 1 3 Access the Template Library From Within a Policy 2 Select the 1 seleni ie ee template tab signature policyin the console tree Department 3 Select the template library option to browse templates and select an alternative The IT Department can be reached on 01234 567890 Monday Friday 8am 6pm Alternatively please email your Query and we will respond as Soon as possible poy Hi aa 2010 10 25 Exclaimer Sales your Exclaimer Signature Manager Exchange poi and mad eho wat he sora il 386 10 MY massages without sending some real email Can you help Regards John Smith i eb Department Messages i Departmen USER MANUAL Exclaimer Signature Manager Exchange Edition Page 146 Outgoing Style 1 Outgoing Style 2 Exclaimer Corporate Lett Letterhead 1 eSpiral Letterhead 2 GreenOrg 4 Browse existing templates eSpiral Business Card Orbit Illustration Business Tapestry Business Card xChange Business Card Business Card Exclaimer Business Card B DataPlus Business Card NRB Business Card Steps 4 6 Browse and Select New Templates 5 Preview the template Using this email a5 an example you should k as specified m the template As this emal cc able to see the content added below my r desegned the template to make use of this feat Thank you for comacting Exclaimer eee From Joh
165. mple you might wish to use the message sender s web page E mail eral a Firstname Address a Initials Telephones A Lastname Organization A Display name Exchange Advanced A Description AD Photos 1A Office Other AD Fields A Telephone number A Other Telephone number wy USER MANUAL Exclaimer Signature Manager Exchange Edition Page 233 3 Enter text that users click to activate the link Note that this text is only displayed when the template is in preview mode pg 200 or when the template is applied to email messages 4 Click OK to confirm details USER MANUAL Exclaimer Signature Manager Exchange Edition Page 234 Custom Image The custom image field allows you to insert an image and use it as a trigger for a hyperlink for example green organisation When the recipient clicks on the image the specified web page will open in their default browser You can specify an image from a specific file location or from an Active Directory field To do this follow the steps below 1 Use the fields pane to insert a custom image field When this field is added to a template the image window is displayed 2 Enter link information for the image as summarized below Item Summary Location Click the browse button to the right of the location field to navigate drives and folders to specify an image location Alternatively
166. n Sent 31 sy 200 10 25 To Excimer Sales Subject Exclarner Signature Manager Exchange Edition Dear Sates am thalling your Exclamer Signature Manager Exchange Edition product and cull tn ts tosis bik od arni yy pajanan earra arapa some real email Can you help 6 Click OK to apply the template to the policy USER MANUAL Exclaimer Signature Manager Exchange Edition Page 147 Chapter 6 Sent Items Update Introduction When email messages are sent and signatures are applied the message that is finally received at the other end can be quite different to the one you saw when pressing send Depending on how signature policies and templates were defined the final message might be displayed in a different way and signature content may be added If required you can use the sent items update feature to store sent messages exactly as they were received i e with all signature policy settings applied You can choose to e Only store sent items with signatures applied Or e Store your original message AND a copy of that message with signatures applied This scenario becomes a little more complex where messages are sent to multiple recipients and different signatures are applied Should the system split the original email and retain a copy for every person the message is sent to so you will see how signatures were applied for each recipient or should just one copy be saved for the first recipient Y
167. n a category i or on the top level ai template library branch p E Copy ofeSpiral Business Card E Copy of Copy of Spiral Business Cz _ i E Copy of Copy of Copy of eSpiral Bus a Ge ee ee wie aE aoe gt USER MANUAL Exclaimer Signature Manager Exchange Edition Page 185 To add a new template follow the steps below 1 Select the new template option to open a blank template in the template editor pg 190 HTML Rich Text Plain Text H Design moe ira Ye Times New Roman v smal E eee Lin aust B Z U amp xX 7 re Ezan ean aa oe s i Aind Original Message Below Reply SE At this stage the new template is added to the template library with a temporary name This name varies depending on where the new template option was selected If you added the template from a category the template name will reflect the category name If you started from the top level template library branch of the tree the template is automatically assigned to the first category and is assigned a name to reflect that category position and original message content is formatted as required The way in which original message fields are formatted controls the formatting of the original message For example the font type color size etc applied to the fields will be reflected in email messages So for instance if you want original messages to be formatted in Arial font you would select t
168. n can be viewed and updated Below this a number of child branches are used to access the main elements of Exclaimer Signature Manager Exchange Edition e Signature policies pg 64 e Sent items update pg 149 e The policy tester pg 162 e The template library pg 176 As you work with Signature Manager Exchange Edition you will develop your own strategy for using these options to set up policies and templates however the basic workflow is summarized below step 1 Step 2 Step 3 Create templates which may Define policies to set conditions Test policies to ensure that include email layout amp under which different templates emails are generated as formatting branding are used for email messages expected for the given conditions Signatures and disclaimer text USER MANUAL Exclaimer Signature Manager Exchange Edition Page 51 Accessing General Settings amp Information When the parent branch Signature Manager Exchange Edition is selected within the Exclaimer console pg 31 general settings pg 53 and information can be viewed and updated The Signature Manager Exchange Edition branch is selected G GJ Signature Policies L Wizard Generated Signature Policy He Policy Tester E Template Library T Blank Templates A Letterhead style Selection tabs provide Q Business Cards Sic access to options and H Campaigns information Signature Manager Exchange Edition actions Z Show unhandled
169. nancnaratasannsertvecdinnsiesaeonenciabaitiasneaudtuanbestomoes 159 Step 3 Configure the Service to Use Credentials cccccccesecccessececenececceseceeeeseceeeueceeseneceseuseeeeees 159 Use the Services Applet ccccccsscccccsseccceseccccesecceseseceseeceeeeeceseeeceseneceeeeneceseusecessueeeesenecessunesets 159 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 5 Use a PowerShell Seript secictsiancntasaasbcwastapaeaneieasacaviedsabddaaitetalsampnoan TE N N A 160 TAE POLKA TESTER piirini riter i nri ren A E aaneed 161 DEN oduc IO Meises 162 Understanding the Policy Tester WindOW ssessssessesesseseoseceoseseoseseoseceosessoseceoseceosesecseceoseseoseceoseoseseo 163 The Policy Tester Toolbar essssesensesensssrersserresrererrrrssrrrssrrresrereserrssrerserreseereseereseereseereseeeeseereseereseee 164 The Formatting Toolbar esssesssseseesesresssrerssrrresrrresrrresrrrssrrreserreserreserrsseeresetreseereseereseereseereseeeeseeresee 164 Additional OPTIONS eensiriresiersieeriinrieri inistero rin ri onr rrn AA OEN E EEEE 165 Creatine a NOW Policy TeStsmsisrieririirri ranana enn AEE AEEA EAEAN 167 Savine Sc Re Using a PONCY TeSt nierioinoeniinarnino 168 Saving a Policy TeSt saocecerts accel eerste ton E E EA T A E A A 168 Re Using a Saved Policy BOS be paaecececs ences ce cseece cee Enn annin ERARE EER 169 Working With Rules Applied Information cccccsscssccesccsccsccecccscceccesccsccec
170. ncrypted Typically the add signature to body of message option is used for normal messages but the following options are available Insert the signature into the email content Add signature to body of message Do not alter the email content but send a text version of the signature as an attachment with the message Add plain text version of signature as an attachment Use the message field to enter a message that will be sent to the recipient with the original message as an attachment You should also specify an attachment name for the attached file Add original message as an attachment of the message below USER MANUAL Exclaimer Signature Manager Exchange Edition Page 83 Summary continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 84 Summary Message Type In simple terms encryption is a way of protecting an email message so Encrypted that only intended recipients can view it It is not feasible to alter encrypted emails by adding signatures into the content therefore the following options are available Don t add signature Don t apply any signatures when sending encrypted emails Add original message as an Use the message field to enter a attachment of the message message that will be sent to the below recipient with the encrypted message as an attachment Message Type In simple terms a signed email is one where a sender has a security Signed certif
171. nd associated rules for users based in York The add condition window is displayed Using the drop down lists associated with the if field navigate to select message sender gt address gt city field State province A ZIP Postal Code A Country region A Country region 2 letters 9 Click OK to save changes and exit back to the add condition window where your condition is now displayed Change the qualifier to contains and type York into the associated value field alternatively you could use the equa to qualifier and enter the value as New York USER MANUAL Exclaimer Signature Manager Exchange Edition Page 295 10 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by users based in York England You can enter text and or fields as required By default any text entered here will inherit font and other formatting properties which are applied to the master conditional field element as a whole as defined at the very end of this process However if you wish to apply specific appearance properties for England signatures you can define them in step 21 pg 299 For further information about how appearance properties for nested fields are inherited from the master field see understanding inheritance of appearanc
172. ndition by clicking an underlined value Policy applies to messages where Apply policy when all conditions are met Apply policy when any condition is met Recipient options are summarized in the following sections however two additional options are available at the bottom of this window Summary Expand distribution lists If selected any distribution lists specified as recipients will be before checking expanded and the exceptions will be checked against the users conditions within those lists instead of the list group as a whole Split messages when This option handles cases where an email message is sent to some recipients meet a multiple recipients and some but not all of those recipients condition match given exceptions If selected the email message would be split so there are two copies one for recipients who match exceptions and one for recipients who do not USER MANUAL Exclaimer Signature Manager Exchange Edition Page 107 The recipient is a specific person The recipient is a member of an Active Directory group The recipient is a member of an Active Directory domain or organizational unit The recipient has one or more specific Active Directory attributes The recipient address contains specific character sequences The recipient is inside or outside the organization The recipient is an Active Directory contact The recipient is in the To or Cc field of the message The following op
173. ndition window is displayed Using the drop down lists associated with the if field navigate to select message sender gt address gt state province field Street P O Box City ZIP Postal Code Country region Country region 2 letters 11 Click OK to save changes and exit back to the add condition window where your condition is now displayed Leave the qualifier as the default is equal to and type Texas into the associated value field 12 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Enter content to be inserted if the associated condition is met i e for messages sent by users based in Texas America You can enter text and or fields as required Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 15 pg 304 for details about changing these properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 303 13 Click OK to save changes and exit back to the add condition window 14 Click OK to exit back to the conditional field window if none of the above apply then this field s value is 15 Click OK to exit back to the expandable field editor for the USA condition which now contains a conditional field element Font Size Bold Italic Underline Small Caps
174. nditions now or at any time after the installation so if you are not sure what to set at this point simply accept default conditions and continue _ The Message is a Meeting Request Update or Response C The Message is a Task Request or Update C No previous policy of this type has been applied Policy applies to messages where The sender is one of the following users Administrator The sender will be identified using the message s FROM field The recipientis one of the following users or distribution groups Administrator Messages will be splitwhen some but not all recipients meet a condition Where messages are sent to distribution groups conditions will operate on the members of the list not the list itself USER MANUAL Exclaimer Signature Manager Exchange Edition Page 21 4 Click next to move to the next stage and select a template pg 176 to associate with your first policy A number of standard templates are provided but you can update this template pg 146 at any time after the installation If you are not sure what to select at this point simply accept the default and continue i a if oa Choose a signature template to apply to messages that meet the poli cy conditions ERN USER MANUAL Exclaimer Signature Manager Exchange Edition Page 22 5 Click next to preview the selected template to see how it would be presented in the context of an email message ps Exclaim
175. ng these properties 16 Click OK to save changes and exit back to the add condition window USER MANUAL Exclaimer Signature Manager Exchange Edition Page 297 17 Click OK to exit back to the conditional field window 18 To define signature content that should be applied for all other users based in England i e people who are not in York or Surrey move to the bottom of this window and click the button associated with the if none of the above apply then this field s value is field The expandable field editor window is displayed 19 Use this window to enter content to be used i e the London address You can enter text and or fields as required 1 Viliers Street Covent Garden London WC2N 1AB Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 21 pg 299 for details about changing these properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 298 20 Click OK to save changes and exit back to the conditional field window If City is equal to York then this field s value is Contact our York office in1 The Avenue York England YO1 2AB OR If State province is equal to Surrey then this field s value is Contact our Guildford office n21 High Street Guildford none of the above apply then this field s value is Contact our London address n1 Villers Street Cov
176. nge Edition Page 287 16 To define signature content that should be applied for everyone else i e people who are not in France or Germany move to the bottom of this window and click the button associated with the if none of the above apply then this field s value is field The expandable field editor window is displayed 17 Use this window to enter content to be used if neither of the specified conditions are met i e for messages sent by non French German users You can enter text and or fields as required to enter an image of a globe the custom image field can be used Content from file Custom Hyperlink gz QR Code Rotating Banner Ad RSS Feed i Composite Field Social Media Strip List Of Fields 3 Custom Smart Table Select the required custom image pg 235 in the normal way and add the Head Office address details as text alternatively you could use Active Directory address fields if applicable Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 290 for details about changing these properties 18 Click OK to save changes and exit back to the conditional field window USER MANUAL Exclaimer Signature Manager Exchange Edition Page 288 if Country region 2 letters is equal to FR then this field s values Custom Image n10 rue dela Grange aux Belles Pa Settings for the conditi
177. nsole tree is currently selected Those shown here are available when the top level Exclaimer branch is selected settings pg 37 licensing pg 38 and remote deployment pg 40 Actions Pane The actions pane displays quick access to common tasks for the selected node Available actions vary depending on which branch of the console tree is currently selected The actions pane can be hidden or shown using the hide show actions pane pg 34 option on the toolbar O m USER MANUAL Exclaimer Signature Manager Exchange Edition Page 36 Exclaimer Console Settings The settings tab contains options for the Exclaimer console vay Exclaimer Console Cancel Settings Licensing siy Remote Deployment Help Keep a copy of the last 10 successfully saved configurations Z Each time that configuration changes are saved a backup of the previous configuration is created and details of this are stored in the Windows event log The Keep a copy of the last option is used to specify the maximum number of backups that will be retained or set this value to zero if you do not wish such backups to take place Specific settings pg 53 for Exclaimer Signature Manager Exchange Edition are available when the Signature Manager Exchange Edition branch is selected in the console tree Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been up
178. ntent should be placed in relation to message content pg 207 It is also important to note that the way in which these fields are formatted controls the formatting of the original message For example the font type color size etc applied to the fields will be reflected in email messages So for example if you want original messages to be formatted in Arial font you would select these fields and apply the Arial font You can add text or insert additional content using toolbar options Switching Between Different Views Toolbar options are available for switching between design source and preview modes where e The design option shows the template design in WYSIWYG What You See Is What You Get mode SO you can edit content in situ e The source option displays HTML source code for the template e The preview option shows how the template will be displayed using a sample email message If required you can choose a specific user to see how the template would be displayed using details for that sender Switching Between Different Format Types Tabs at the top of the editor are used to switch between different formats for a template HTML RTF and Plain Text When a new template is added all three formats must be updated The Template Editor Toolbar If you are used to working with Microsoft Outlook the template editor toolbar will be very familiar When switching between format tabs toolbar options will change since some opt
179. o the Windows clipboard cut remove currently selected text and copy it to the Windows clipboard paste paste previously copied text at the current cursor position Toolbar Summary Font Font options are used to apply formatting to text font name select the required font from the drop down list font size select the required font size from the drop down list Remaining options are summarized below listed from left to right bold italic underline strike through sub script super script highlight color font color Paragraph Paragraph options are used to apply paragraph formatting Options are summarized below listed from left to right numbered list bulleted list outdent indent align left center align right justify Insert Insert options are used to apply more detailed formatting and interactive content Options are summarized below listed from left to right insert table insert image insert horizontal line insert hyperlink insert fields USER MANUAL Exclaimer Signature Manager Exchange Edition Page 204 The RTF Editor Toolbar RTF templates can include standard formatting options and dynamic content fields _ HTML ace Plain Text 9 Undo Pa Navi a eview an ore Actions Clipboard Font oOo o These options are summarized below Toolbar Summary Option Save and close the current template and return to the template library Mode options are used to switch between differ
180. of predefined social media icons which can then be tailored to meet your requirements By default the social media strip includes icons and associated properties for Facebook Linked In Twitter You Tube and Google Plus green organisation Karen Green Marketing Manager You tin gt D Ej To add a social media strip to your template select the social media strip field from the fields panel to access the social media strip window Add a completely new social media Delete an item item from the current strip Add an item from the list of EEUE IELE i Personalize social media items using properties Social media items chosen to be included in your strip Reorganize the strip Common social media items are included in the available icons list USER MANUAL Exclaimer Signature Manager Exchange Edition Page 252 From here you can e Add an existing item to the social media strip pg 253 e Personalize items in the social media strip pg 254 e Add anew item to the social media strip pg 257 e Remove an item from the social media strip pg 258 e Re organize the social media strip pg 259 e Customize the social media strip pg 259 Adding an Existing Item to the Social Media Strip A list of common social media items is displayed in the available icons pane on the left hand side of the social media strip window To add one of these items to your social media strip simply select it from t
181. olicies Within Exclaimer Signature Manager Exchange Edition policies are accessed via the Exclaimer console tree pg 35 or by using policy tabs pg 36 from other branches of the console tree Navigating Policies Using the Console Tree All work with policies is completed from the signature policies branch of the Exclaimer console tree pg 49 E Exclaimer GE _ p J June Promotional Signature GJ July Promotional Signature _ August Promotional Signature _ i General Signature No Current Promotions be Policy Tester H D Template Library From here you can view any existing policies as child branches within the tree Select any policy from the tree and right click to view actions that can be taken with that policy E 3 Exclaimer a g July Promotional Signature New Signature Policy te Delete Signature Policy z 5 Policy Tester a Clone Signature Policy ci w Template Library New Window USER MANUAL Exclaimer Signature Manager Exchange Edition Page 65 Having selected a policy from the tree use the content pane to access all setup options and actions from the content pane All settings for the selected policy are displayed across a series of tabs e Exclaimer EF August Promotional Signature B Signature Manager Exchange Edition S J Signature Policies af Delete g Directors Only 3 General Template Lg Signature Optic p 4 June Promotional Signature E General Rania Picisan Saa
182. olor fj 4F6128 Font backc Behaviour Interpret m False Conditions Conditions Collection USER MANUAL Exclaimer Signature Manager Exchange Edition Page 280 In preview mode for an T user this example is displayed as follows notice that the text has the same font settings as those defined for the conditional field element above You can reach the IT department Mon Fri 8am 7pm Tek 01252 123450 21 Save the template in the normal way The template can now be associated with a signature policy pg 64 where the only condition pg 90 required is all messages although you can apply further conditions at policy level if necessary Using nested conditional fields i e adding one conditional field within another conditional field can be a particularly powerful approach for advanced users who need to create complex signatures to cater for a wide range of scenarios within an organization For further information please refer to the conditional field example 3 advanced pg 291 section USER MANUAL Exclaimer Signature Manager Exchange Edition Page 281 Conditional Field Example 2 This example shows a conditional field being used to apply different signature content for users in e France add a French flag image and a Paris address e Germany add a German flag image and a Berlin address e Everyone else add a globe image and a US address In this example conditional content is added in the fo
183. omotions Policy Tester H G Template Library It does not matter if you access policies from the console tree or from the policy list shown here use whichever method is most convenient for the task in hand The Policy Setup Pane When a policy is selected in the policy list the upper section of the content pane all setup options for that policy are available in the lower section of the content pane These options are organised across a series of tabs e General pg 78 e Template pg 79 e Signature options pg 82 e vCard pg 86 e Conditions pg 90 e Exceptions pg 102 e Date range pg 112 e Next policy pg 114 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 75 The Policies Toolbar When the policies tab is displayed the policies toolbar contains the following options Toolbar Option Summary New Select this option to access the new Signature Manager Exchange Edition policy pg 116 option Delete Use this option to remove pg 125 the currently selected policy Select a policy from the list and use this option to delete it the policy is removed from the list but is only permanently deleted when changes are saved pg 44 If you need to create a policy which is similar to an existing policy use this option to clone pg 122 duplicate the existing policy and then edit pg 123 the duplicate version as required this can be much quicker than creating a new policy
184. on is available from the console tree and from the actions pane hange Editio gt a o a S T Letterhead style E S Signature Manager Exchange Editi is ii New 7 Edit x Delete GJ Signature Policies Si Templates Help _ p gt GJ HR Department 2 G3 Standard Organization Dis GREE Te rare A be Orang required category Em Taitaa and use the p Style 1 Outgoing Stie G context menu S New Window Letterhead 3 xchat Having selected the delete category option you are prompted to confirm that you wish to proceed 2 The category General and all the templates contained in it will be deleted Are you sure you want to delete this category Click yes to remove the selected category A category is not permanently deleted until settings have been saved If you exit without saving or cancel changes the category will be reinstated in the console tree USER MANUAL Exclaimer Signature Manager Exchange Edition Page 182 Working with Templates All work with templates is completed within the template library pg 177 The appearance of the library will vary depending on how you have chosen to organize templates into categories pg 179 For example E Exclaimer 6 Signature Manager Exchange Edition H Signature Policies H T Letterhead style H Business Cards Signatures H Campaigns amp Q Disclaimers Having s
185. onal field are now complete with two conditions one for French users and one for German users and then required content for everyone else 19 Click OK to exit back to the template editor where the conditional field is now shown EERE T Ame tie B Iunat A EEE Taye Biik Wrics eae Underline Small Caps Font color Font backe Behaviour Interpret rr False Conditions This message contains confidential information and is intended only for Message Recipients f you are not Mess amer copy this e maill Please notify Message Sender immedistely by e mail if you have received this e mail by mistake Conditions Collection smission cannot be guaranteed to be secure of error free as information could be intercepted comupted lost des 2 therefore does not eccept lisbility for any errors or omissions in the contents of this message which ar USER MANUAL Exclaimer Signature Manager Exchange Edition Page 289 20 Select this field and use appearance settings in the properties pane on the right hand side of the template editor to apply required formatting Any properties specified here will be applied to the associated conditional content when it is used eg Ph ma lbs E E EE T ioe Line i Wunne A BS SB Tare Bimeik Mrde ne re green Biconait ea ld EiConcitiona Fea Italic Underline Small Caps Font color jj 4F6128 Font backc Ea Behaviour Interpret m False Conditions C
186. onditions Collection In preview mode for a French user this example is displayed as follows notice that the text has the same font settings as those defined for the conditional field element above green organisation 10 rue de la Grange aux Belles Paris France Tel 33 1 12 34 56 78 21 Save the template in the normal way The template can now be associated with a signature policy og 64 where the only condition pg 90 required is all messages although you can apply further conditions at policy level if necessary Using nested conditional fields i e adding one conditional field within another conditional field can be a particularly powerful approach for advanced users who need to create complex signatures to cater for a wide range of scenarios within an organization For further information please refer to the conditional field example 3 advanced pg 291 section USER MANUAL Exclaimer Signature Manager Exchange Edition Page 290 Conditional Field Example 3 advanced This example shows advanced use of the conditional field being used to apply different signature content for users In the case nested conditional fields i e one conditional field within another conditional field are used to achieve the example scenario below e fa user s country is equal to England then insert a Conditional Field where Ifthe user s town contains York then insert the York address Ifthe user s s
187. one user s messages for testing purposes or whether it applies to messages from a wider group of users USER MANUAL Exclaimer Signature Manager Exchange Edition Page 19 2 Click next to move to the next stage to view an introduction to the policy setup that you are about to complete Exclaimer Signature Manager Exchange Edition Setup Wizard a Create a policy to add si to a a policy signatures to messages C Conditions E Select a template You are now ready to create a policy that adds signatures to any email messages that meet specific conditions L Template Preview Apolicy consists of a set of conditions and a signature template LJ Summary The set of conditions allow you to specify which messages will have signatures applied to them A signature template is made up of text images and or Active Directory fields This extra content is added to an email if the message meets the set of conditions The wizard will default to anne messages where both the sender and recipient are Administrator for testing pumposes You may change this USER MANUAL Exclaimer Signature Manager Exchange Edition Page 20 3 Click next to move to the next stage and set conditions pg 90 for your first signature policy For testing purposes default conditions are set so that the policy will be triggered for any emails where both the sender and the recipient are set to be the currently logged in user You can update these co
188. ook Label USER MANUAL Exclaimer Signature Manager Exchange Edition Page 258 Re Organizing the Social Media Strip Social media items are displayed in the sequence that they appear within the center pane of the social media strip window To change this sequence select an item and use move up move down buttons to shift its position in the list Customizing the Social Media Strip Once a social media strip has been added to a template you can define properties for the strip as a whole For example you can define a border background color and layout To do this select the social media strip and access the properties panel Choose how the social media strip E A EAE AA A A A A A AA A A A A A R T Py should be displayed ainai the same ce In a table with each field and each label in separate cells Ta 3 table with e abe anid fie A ir me ej One field after another with an optional separator Each field on a new line Allow fields to control the layout b Alignment op Ne _ Arrangement The method used to organize the list of field Select the social media strip element 7a R E T gan 7 ix e UL SF 8 in SE ae 3 a H Original Message Below Reply USER MANUAL Exclaimer Signature Manager Exchange Edition Page 259 List of Fields The list of fields field is used to choose a number of fields to be added pg 260 together with associated labels Having added
189. operties for the RSS feed as a whole i e to specify a URL and a channel USER MANUAL Exclaimer Signature Manager Exchange Edition Page 249 RSS Feed Properties Having added an RSS feed field and confirmed the required composite parts as above the RSS feed element is added to your template When this element is selected general settings for the RSS feed can be defined in the properties pane within the content section JeCut Select font eee Actic Font i UISplay name f DES RSS feed settings RSS Message Sender agen IE8 on Windows 7 RSS URL http www exclaimer com Use RSS Channel 0 RSS Item Random Number Select the RSS Content RSS Title as hyperlink RSS D feed element i Fekk LLL LLULL LLULLA B IILL ieee s Direc Title er l gt RSS Title as hyperlink RSS tien 7 RSS Description mesy ae eee iginal Message Below Reply Key properties are summarized below Action Summary RSS URL Enter required URL for the feed RSS Some organizations have feeds with multiple channels for example one channel Channel for news and another for announcements Use this option if a specific channel selection is required RSS Item Choose whether to display a random feed entry or a sequential number Use the drop down list and scroll down to the sequencers section to change this setting Content Any fields that have been included in the RSS feed element as defined when the RSS feed fie
190. ormat is zip Notice that the default file type here is set to zip O m Navigate drives and folders to select the required import file Click open to complete the import and add the template to the template library USER MANUAL Exclaimer Signature Manager Exchange Edition Page 192 Editing a Template The edit option is available from different areas of the template library it can be accessed from the console tree from the template library toolbar or by double clicking anywhere in the template preview pane Select the required template in the console tree and use the toolbar option 5 Jrg Business Card p Pp Signature Manager Exchange Edition T ra Signature Policies 2i r pre a Standard Organization Signature l IT Department a5 Sales Department Topa Ae a oral 5 HR Department E EN n tem to N ve ee ne N oe he or e 7 yon cnnguen inp ongian ie aama wa 6 i Standard Organization Disclaimer Right click on the template that you wish to edit Edit Delete Clone Rename Properties Move Export New Window i te Disclaimers The edit template option is also available if you right click anywhere within the template tab for a particular signature policy pg 79 Having selected the edit option the template is opened in the template editor pg 190 Simply make required changes then click save and close from the editor toolbar to return to the template li
191. ou can define exactly how you would like sent items to work for you using the sent items update settings pg 150 page The sent items update feature requires Microsoft Net Framework 3 5 SP1 You can download this from http www microsoft com downloads details aspx familyid AB99342F 5D1A 413D 8319 81DA479AB0D7 amp displaylang en If you do not have this version of the framework you will not be able to use the sent items update feature USER MANUAL Exclaimer Signature Manager Exchange Edition Page 149 Sent Items Settings The sent items update feature is configured using the settings tab amp Sent Items Update S E Settings CE Help General Z Enable Sent Items update 2 i Exclaimer Store Access Service settings Replace the original Sent Item with the modified version of the message CD Do not modify original Sent Item but create new Item s instead Prepend text to the subject line of the new message s Textto prepend Modfied ee Append text to the subject line of the new message s Text to append Modified oO E Add a category to modifiedinew message s Keep one copy for all split messages in the Sent tems folder HO C ProgramData Exclaimer Ltd Mail Disclaimers SenttemsUpdate Cache These options are summarized on the following page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 150 Sent items settings are summarized below Option Summa
192. ould be applied to email messages that are sent from your organization Signature Content With the ability to create rich highly creative templates pg 183 including tables images and dynamic Active Directory fields and to add these before or after original email messages a signature has the potential to be so much more than just contact details With Exclaimer Signature Manager Exchange Edition you can consistently apply personalized signature details legal disclaimers corporate branding banners e g for sales promotions and corporate events and so much more the possibilities are immense Exclaimer Signature Manager Exchange Edition includes a library of professionally designed templates which can be used out of the box or as a start point for creating your own versions New templates can be created and existing templates are edited using an intuitive template editor pg 190 which will be familiar to anyone who has worked with Microsoft Outlook Templates are created in HTML RTF and Plain Text formats to cater for all situations with an instant preview pg 184 feature so you can see at a glance how your template will be displayed within email messages Signature Rules Having created any number of signature templates it is likely that you will want to specify criteria i e rules which must be met to determine which signature should be applied to messages At a basic level this might be as simple as saying app
193. ow is displayed 11 Using the drop down lists associated with the if field navigate to select message sender gt address gt country region 2 letters field A Street fA P O Box A City m State province ZIP Postal Code wc 13 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by German users You can enter text and or fields as required to enter an image of a German flag the custom image field can be used RSS Feed iB Composite Field Social Media Strip List Of Fields HE Custom Smart Table USER MANUAL Exclaimer Signature Manager Exchange Edition Page 286 Select the required custom image pg 235 in the normal way and add Berlin address details as text alternatively you could use Active Directory address fields if applicable Paste Copy 19 Undo Redo D bo Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 290 for details about changing these properties 14 Click OK to save changes and exit back to the add condition window where your second condition is now displayed m image nLitzowplatz 1 10785 Berin Germany nTel H eere ee USER MANUAL Exclaimer Signature Manager Excha
194. ow to open the text box and add required text A string of text that appears before the field expand for more properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 256 Adding a New Item to the Social Media Strip If you need to add a social media item which is not shown in the available icons list click the add new option at the top of the social media strip window Add a new item p Facebook Field gt Facebook Label From here the add icon window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 257 Complete details for this item using the table below as a guide Toolbar option Summary Icon Name Enter a name for this item This name is used to identify this item in the available icons list Location Click the browse button associated with this field to navigate drives and folders to locate the required image Hyperlink Enter the full URL associated with this item for example http www facebook com pages Exclaimer 148766371817678 Alt Text Enter text to be displayed when a message recipient hovers their cursor over the icon for this item for example Visit us on Facebook Removing an Item from the Social Media Strip To remove an item from the social media strip simply select the required item in the center pane and click the cross icon at the top of the social media strip window Remove an existing item p Facebook Field gt Faceb
195. pany Director Alice Jones When received these messages would be shown as from Jane Smith on behalf of Alice Jones Behind the scenes the from address will have details for Alice Jones and the sender will have details for Jane Smith The message sent on behalf of field retrieves the name of the person found in the from field but only if it is different to data found in the envelope sender otherwise it will be blank Taking our example the message sent on behalf of field would generate details for the Company Director Alice Jones Message Subject The content of the message subject line USER MANUAL Exclaimer Signature Manager Exchange Edition Page 219 Inserts Message To Recipients The email address of all recipients entered in the To field continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 220 Original Message Original Message Above Reply Separator Original Message Below Reply Inserts The original message content Use this field to place signatures at the very start or very end of messages If you wish to consider reply separators when placing signature content you should use Original Message Above Reply Separator and Original Message Below Reply fields described below Original message content from the latest message in an email thread conversation This is used in conjunction with the Original Message Below Reply field See placement of signature
196. pg 90 for a policy the following options are available When a condition is selected further options are available as summarized below All messages pg 93 The sender is someone pg 93 The sender is a specific person pg 94 The sender is a member of an Active Directory group pg 94 The sender is a member of an Active Directory domain or organizational unit pg 94 The sender has one or more specific Active Directory attributes pg 94 The sender address contains specific character sequences pg 94 The sender is inside or outside the organization pg 94 The sender is an Active Directory contact pg 94 The recipient is someone pg 95 The recipient is a specific person pg 96 The recipient is a member of an Active Directory group pg 96 The recipient is a member of an Active Directory domain or organizational unit pg 96 The recipient has one or more specific Active Directory attributes pg 96 The recipient address contains specific character sequences pg 96 The recipient is inside or outside the organization pg 96 The recipient is an Active Directory contact pg 96 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 92 The Recipient is in the To or Cc field of the message pg 96 The subject contains specific words or phrases pg 97 The body contains specific words or phrases pg 98 One or more message headers contains specific words or character sequences pg 99 The message is a meeting request
197. phrases only within the latest separator message in the conversation Original message below reply Match specified words or phrases only within previous messages in the conversation excluding the latest one Typically the original message will be used for most scenarios however the alternative options may be required for more complex setups USER MANUAL Exclaimer Signature Manager Exchange Edition Page 110 One or More Message Headers Contains Specific Words or Character Sequences Match messages based on message header fields Use message headers and words or character sequences links to enter header fields and values to be matched The header field uses intellisense for common message header fields therefore it suggests an entry based on what you type For example if you type the letter T into this field the header To is prompted whereas if you type f into the field the Followup To and From headers are prompted d is exactly The Message is a Meeting Request Update or Response Match messages if they are a meeting request an updated meeting request or a response to a meeting request The Message is a Task Request or Update Match messages if they are a task request or an update to a task request No Previous Policy of This Type Has Been Applied Use this as a catch all condition This is commonly used as the condition for a final policy in a policy chain pg 127 to apply a signatur
198. pied from the console tree then either click clone from the toolbar or right click and select clone from the context menu A copy of the selected policy is added to the console tree ready to be updated from here you can change the name description and any other required settings When a policy is cloned a duplicate copy of the template associated with that policy is also made and added to the template library pg 176 You can edit and save this template or associate a different template pg 146 with the new policy as required Having updated the cloned policy click save to save changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 122 Changing a Policy To update an existing policy simply select the policy either from the console tree pg 35 or the policy list og 60 and update settings on selection tabs pg 36 as required When a policy has been changed but not saved the branch is displayed with an asterisk symbol You can see which tabs contain these unsaved changes by looking for an asterisk to the right of the tab name When you are satisfied that all required changes have been made correctly click save to save the new settings All asterisk symbols are cleared once changes have been saved USER MANUAL Exclaimer Signature Manager Exchange Edition Page 123 Enabling and Disabling a Policy To quickly enable or disable a policy select the required policy either from the console
199. plate editor pg 190 and then dynamically updated when messages are sent or received For example you might define a template for a standard signature which uses fields for the message sender s name department and telephone number Each time this template is applied to messages the fields are replaced with the Active Directory content for these fields for the sender Fields can be inserted into all template types HTML RTF and Plain Text This section contains useful information for working with fields including e Working with the fields panel pg 216 e Working with fields pg 217 e Available fields pg 218 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 215 Working with the Fields Panel When not in use the fields panel is hidden to avoid cluttering editing space in the template editor pg 190 To activate this panel click the fields option on the top left hand side of the template editor HTML RichText Plain Text Toggle the pin icon to pees pin the fields panel to 72 Click the fields E Kii thewindowortohideit Edits si option to activate 8 ed when not in use XE A the fields panel X II II my Font Messac A Message Attachment a Message CC Recipients A Message Date A Message Headers A Message Recipients A Message Sender A Message Subject A Message To Recipients Original Message 2 Original Message Abo mbnail P
200. ptions Exceptions are used to specify any exceptions to conditions pg 90 which have been set For example if you have defined a condition to match everyone within a given department you might define an exception to exclude individual people within that department Use the exceptions tab to set required criteria pg 103 EF Directors Only Template Select an exception The Subject contains specific words or phrases w The Be cy contains specie words or onrases One or more message headers contains specific words or character sequences _ The Message is a Meeting Request Update or Response _ The Message is a Task Request or Update _ No previous policy of this type has been applied Options for the selected M Editan exception by clicking an underlined valu exception are displayed as Policy DOES NOT apply to messages where hyperlinks in the lower pane The sender is someone or Message Body contains words or phrases Do notapply policy when any condition is met USER MANUAL Exclaimer Signature Manager Exchange Edition Page 102 Once an exception is selected any options pg 103 for that exception are displayed as hyperlinks in the lower pane select these links to refine the exception For instance selecting the someone link in the example above displays further options to refine the sender is someone exception Each time a selection is made confirmation of the selection and any furthe
201. r Dis sake Name f Title EAREN Set properties for selected text Item of text is selected Original Message Below Reply Entire table is selected green Thumbnail Phol en organisation ga Background Set properties for the table TableHeader Width BORDER COLLAPSE c In some instances content can be updated using the properties pane or by using toolbar options For example if you need to update the URL for a hyperlink you can select the link in the content pane and either choose the hyperlink option from the toolbar or you can just change the required property in the properties pane USER MANUAL Exclaimer Signature Manager Exchange Edition Page 314 How To This section contains instructions for completing a selection of common tasks with templates within Exclaimer Signature Manager Exchange Edition e How dol create a dynamic signature template pg 316 e How do suppress blank lines if fields are not populated pg 317 e How dol create a contact block pg 319 e How dol insert an image at the start of messages pg 322 e How dol add a signature to the very end of email messages pg 324 How dol add a signature after the latest reply in an email conversation pg 326 e How dol set the font for text in a template pg 328 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 315 How Do Create a Dynamic Signature Templ
202. r For example one organization may use the postal address field to enter a genuine alternative address whilst another may use this field for something completely different USER MANUAL Exclaimer Signature Manager Exchange Edition Page 230 Dynamic Content Fields This section summarizes dynamic content fields which can be used when defining templates in Exclaimer Signature Manager Exchange Edition e Content from file pg 232 e Custom hyperlink pg 233 e Custom image pg 235 e QR code pg 237 e Rotating banner ad pg 246 e RSS feed pg 248 e Composite field pg 251 Social media strip pg 252 e List of fields pg 260 e Custom smart table pg 267 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 231 Content From File The content from file field is used to insert content from an external document by specifying a location for the required document documents can be in HTML Rich Text Plain Text or image formats This is useful for example if you need to use signature content that is constantly being updated rather than adding text directly into the template editor each time there is a change simply specify a location to the original file and the latest content will always be included The file location specified must be accessible to the network service user To use content from an existing file in a template follow the steps below 1 Use the fields pane to
203. r Exchange Edition Page 17 7 Once files are copied click finish Completed the Exclaimer Signature Manager Exchange Edition Setup Wizard Click the Finish button to exit the Setup Wizard V Launch Signature Manager Exchange Edition Console 8 The installation is now complete and the setup wizard pg 19 is launched so you can confirm basic settings and get started with Exclaimer Signature Manager Exchange Edition USER MANUAL Exclaimer Signature Manager Exchange Edition Page 18 The Setup Wizard Having installed Exclaimer Signature Manager Exchange Edition the setup wizard must be completed This wizard takes you through the basic setup required to get started with the product as shown below 1 The first stage of the setup wizard displays summary information about the process Exclaimer Signature Manager Exchange Edition Setup Wizard E Welcome 2 Policy Setup L Conditions 2 Select a template C Template Preview 2 Summary Wele This wizard will guide you through a few easy steps to set up Exclaimer Signature Manager Exchange Edition and to create your first policy for adding signatures to your email During this wizard you will set up a Signature Policy This consists of a template of text and or images that is added to an email i it meets one or more conditions This wizard will allow you to configure your policy with a signature template from the supplied library andto ety ert o only to
204. r Signature Manager Exchange Edition see the Signature Manager Exchange Edition General Settings amp Information pg 51 section of this guide USER MANUAL Exclaimer Signature Manager Exchange Edition Page 31 Understanding the Exclaimer Console Window The Exclaimer console window is split into three panes as shown and summarized below Toolbar Actions pane Signature Policies 4G Wizard Generated Signature Policy Ea Policy Tester M Template Library 2 A Blank Templates H Ql Letterhead style gt U Campaigns E T Disclai Content pane Console tree USER MANUAL Exclaimer Signature Manager Exchange Edition Page 32 Exclaimer Console Summary Available options in the Exclaimer console are summarized in the following sections e Console menu pg 33 e Console toolbar pg 34 e Console tree pg 35 e Content pane pg 36 e Selection tabs pg 36 e Actions pane pg 36 Console Menu The console menu provides access to key areas and tasks within the Exclaimer Console Available options are summarized below Summary Use this option to save any changes made in the current content pane pg 36 Exit Use this option to close the console If any unsaved changes are detected you are prompted to save before exiting Use this option to access the new Signature Manager Exchange Edition policy option and create a new policy pg 116 Export configuration Use this op
205. r example Karen Green Marketing Manager EMS amp amp Space Exploration Sky watchers in Europe Asia and parts of Alaska and Canada will experience a partial eclipse of the Sun on Saturday May 31st To insert an RSS feed use the fields pane to insert an RSS feed field When this field is added to a template the content window is displayed This window is used to determine which RSS feed elements should be included in the template i e what RSS details should be displayed when the email message is received An RSS feed is comprised of a number of different elements By default the RSS Title as hyperlink and RSS Description elements are included which means that recipients of the email message would see each RSS item with a title and summary text as shown in the example at the start of this section USER MANUAL Exclaimer Signature Manager Exchange Edition Page 248 If required you can change the composition of the RSS feed field via the fields panel in this window RSS Title as hyperlink A RSS Description A RSS Author A RSS Publication Date A RSS Comments fa RSS Link All RSS fields are available for selection and as with any other field properties are displayed in the right hand pane when a field is inserted and then selected However these properties relate to each element of the RSS feed Please refer to RSS feed properties pg 250 for further information about defining pr
206. r hrace an ord OF Dpirase anc click the add buttor Select an existing VOTO or phrase and choose to edit or remove ii The Subject contains all words phrase The Subject contains any word phrase If a single entry contains multiple words it is considered to be a phrase Use check boxes at the bottom of the window to choose whether matching should take place if any or all words phrases are matched and whether matching is case sensitive USER MANUAL Exclaimer Signature Manager Exchange Edition Page 109 The Body Contains Specific Words or Phrases Use the words or phrases link to specify given words or phrases to be matched in the message body Use the words or phrases window to enter required items to be matched click the add button SP Add Edit XK Remove Select an existing word or phrase and choose to edit or remove ii e conversation oni atest message in the Evaluate the contents of this field Original Message _ Body contains all words phrases Ignore case Set required options o yhen maicnma on BHO these words or phrases When matching words or phrases in the body of email messages you can choose which aspects of the body to consider Use the evaluate the contents of this field drop down list to select Summary Original message Match specified words or phrases anywhere within the entire body of the message Original message above reply Match specified words or
207. r options pg 103 are displayed in the lower pane See the exceptions options summary pg 103 page for a summary of available exceptions Available Options for Setting Exceptions When working with exceptions pg 102 for a policy the following options are available When an exception is selected further options are available as summarized below The sender is someone pg 105 The sender is a specific person pg 106 The sender is a member of an Active Directory group pg 106 The sender is a member of an Active Directory domain or organizational unit pg 106 The sender has one or more specific Active Directory attributes pg 106 The sender address contains specific character sequences pg 106 The sender is inside or outside the organization pg 106 The sender is an Active Directory contact pg 106 The recipient is someone pg 107 The recipient is a specific person pg 108 The recipient is a member of an Active Directory group pg 108 The recipient is a member of an Active Directory domain or organizational unit pg 108 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 103 The recipient has one or more specific Active Directory attributes pg 108 The recipient address contains specific character sequences pg 108 The recipient is inside or outside the organization pg 108 The recipient is an Active Directory contact pg 108 The recipient is in the To or Cc field of the message pg 108 The sub
208. r the sender Continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 224 Field Inserts E mail address for the sender E mail as E mail address presented as a hyperlink for the sender hyperlink Web Page Web page address for the sender Web Page Web page address for the sender presented as a hyperlink as hyperlink Other Web Alternative web page for the sender Personal A short block of Active Directory fields presented in tabular form Block This information is being taken from the Active Directory therefore content may vary from one organization to another For example one organization may use the office field to indicate the office location in which a user is based whilst another may use this field for something completely different USER MANUAL Exclaimer Signature Manager Exchange Edition Page 225 Message Sender Address Fields Fields in the message sender address section are summarized below Field Inserts Address Block A block of address information for the sender in tabular form Includes street city state province and zip postal code Once an address block has been added double click anywhere inside it to open the content window Font backc Default I Behavior Interpret mr False Do not display the prefix and suffix if the field has no data Items in the address block will vary between different regions the
209. re made but not saved the branch is displayed with an asterisk symbol you will see this at parent level indicating that the branch contains child branches with unsaved changes and also at child level Parent branch with unsaved changes _ bt Child Parent child branch Br Blank Templates with unsaved changes E Letterhead style QJ Business Cards Signatures 6 GreenOrg Business Card f C eSpiral Business Card E Orbit Illustrati oggi C Tapes Se Ei lz Business Card Child Parent child branch i Exclaimer Business Card with unsaved changes D DataPlus Child branch with i NRB Busi unsaved changes 9 Static Banner Ad Q Disclaimers The asterisk symbol is cleared from a branch once its settings have been saved The console tree can be hidden or shown using the hide show console tree button on the toolbar For quick navigation use back forward and up buttons from the toolbar USER MANUAL Exclaimer Signature Manager Exchange Edition Page 35 Content Pane Having selected a node in the console tree any information and settings associated with that node are displayed in the content pane These settings are accessed using a series of selection tabs pg 36 at the top of the pane Selection Tabs Information and settings are organized into a series of tabs accessed from the top of the content pane Available tabs vary depending on which branch of the co
210. ressrressrresereessreeserreserreserreseeeee 113 Next PF orean E EE E E 114 Example Scenario Deen ene ee ee ee 115 Adame a New PONCY Ce ee 116 The Ada Policy Wizara oerrinne EN T 117 Step 1 Enter General Information sssessssessesesseserrrsssrrssrrresrrersrrersrrrsssrreserressrreserersrrresereeserreseeeee 117 Step 2 Associate the Policy with a Template ossssesssesenssseeserressrersssrrsserresrrrssrrensrrreserresereeseeeee 118 Step 3 Set Conditions for the POLICY eessesssseseessssesererssrsrsssrensrreesrrrsssrerserressressereessrreserresereeseeeee 119 etak Aaa E 0 eee en EE A A E E E E AE E P E A A E E E T T ee 120 ED We CNN EE e E A A E 121 CONME a POIN aorar EA EE O AET 122 Chane ME a PONCY seirinin nEn A EAA E AT ANO AO 123 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 4 Enabling and Disabling a Policy ccccsscssccsscssccecccsccscceccesccscceccesccscceccesccscceccesccnccescesscnccescscceccescs 124 BRITO UNS a POl ocasecnseneospn t apo RAPTOR TR O a Aa A na 125 HOW TOs apni E T T a a a 126 How Do I Create a Policy Chain ssessssesensessrsereeesrrrssrerssrressreresrrresreresreessrerssrresererssrerssreresreresreress 127 How do I Create a Policy for All Internal or All External Emails esseeseesssesssseserrrsesrrssrrrsesreserrese 131 How Do Stop a Signature Being Repeated In an Email Conversation cccccesececeesececeeseeeeenees 134 How Do Define a Policy Based Upon
211. reviewed it is displayed as follows HTML RichText Plain Text 3 Dear Mr Smith E Using this email as an example you should be able to see the signature added to it as specified in the template As this email contains a reply you should even be able to see the content added below my message and above your one if you designed the template to make use of this feature Thank you for contacting Exclaimer Original Message From John Smith Sent 31 January 2010 10 25 To Exclaimer Sales Subject Exclaimer Signature Manager Exchange Edition Dear Sales am trialling your Exclaimer Signature Manager Exchange Edition product and would like to know what the software will add to my messages without sending some real email Can you help Regards John Smith USER MANUAL Exclaimer Signature Manager Exchange Edition Page 325 How Do I Add a Signature After the Latest Reply In An Email Conversation To place a signature below the latest message in an email conversation content should be placed between Original Message Above Reply Separator and Original Message Below Reply fields in the template For example The latest message in the conversation will be displayed above the signature 4 Display name fite Signature content is between reply separators Original Message Below Reply e Previous messages in the conversation will be included beneath the signature
212. rm of text and a custom image The scenario for this example is illustrated below err e TF TTT Tr rrr Pr rrr rrr rrr E E E E E O y CONDITIONAL FIELD Is the sender s country code set to FR be Is the sender s country code set to DE amp Fr FF FF Rw Rr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr rrr U U _ ee USER MANUAL Exclaimer Signature Manager Exchange Edition Page 282 To achieve this scenario using Exclaimer Signature Manager Exchange Edition follow the steps below 1 Edit og 193 or create pg 185 the required template so that the template editor is open 2 Position your cursor at the position where conditional content is required 3 Using the fields panel insert a conditional field listed in the advanced section The conditional field window is displayed 4 Click the add button to enter the first condition i e to add signature content and associated rules for French users The add condition window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 283 5 Using the drop down lists associated with the if field navigate to select message sender gt address gt country region 2 letters field Street P O Box City State province ZIP Postal Code 6 Leave the qualifier as the default is equa to and type FR into the associated value field 7 Click the button associa
213. rom the Exclaimer website or by contacting the Exclaimer sales team e Contact the Exclaimer sales team to extend your trial Licensing Information The licensing tab shows any contact details associated with this Exclaimer license together with installed products features and version information You can also see the type of license that is currently in place and the license status for example the number of days remaining for a trial The Licensing Toolbar When the licensing tab is displayed the licensing toolbar contains the following options Toolbar Option Summary New gt Signature policy See adding a new policy pg 116 for details Register for 30 day trial Before using this software you must register your installation of the Exclaimer Console and its associated products Click this option to open the register for 30 day trial wizard and follow on screen instructions to register your trial Extend trial This option is only displayed if you have registered for a 30 day trial To extend a trial you need to email the Exclaimer sales team Activate full license Having purchased a license you will receive an email which includes a product activation key Use the activate full license option to activate your license Access the Exclaimer website products page http www exclaimer com to purchase a license Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs h
214. rt tables pg 267 page Standard HTML Table If you wish to insert a standard HTML table and do not wish to specify any content until after it has been added to the template use the standard HTML table option This is useful for example if you wish to insert a basic table to form the basic layout of a template or if you wish to include tabular data which is not comprised of fields USER MANUAL Exclaimer Signature Manager Exchange Edition Page 213 Having selected the standard HTML table option from the insert table window you can set the number of columns and rows together with border autofit and spread attributes Then click OK to insert the table and start to add content When working with any kind of table in the HTML template editor it may be useful to note the HTML element trail at the bottom of the editor window I Depending on the size of your table it can sometimes be tricky to select a particular row column or cell but you can do this very easily from the element trail just click the required element When you click on an element further options are displayed les Selecting properties will show properties for this table element in the properties pane pg 309 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 214 Fields Signatures can include a wide range of dynamic information using Active Directory fields These fields are inserted into templates via the tem
215. ry Enable Sent Items Use this option to enable or disable sent items functionality Update Exclaimer Store Access Service Settings Service Settings Use the configure sent items update service button to launch the sent items update configuration wizard pg 153 and setup the service for this feature Connectivity Choose whether to allow the system to automatically detect your Exchange server settings or to add these settings manually Typically manual settings are used if you need to troubleshoot a connectivity problem If you choose to add settings manually additional options are displayed Exchange Version Auto detect for each mail address Exchange URL Here you must provide your Exchange version and URL The URL is for the Exchange Web Service URL which should be located under IIS on the Client Access Server Sent Item Handling Action Use these settings to determine how sent items should be handled Choose from Replace the original Sent Item with the modified version of the message Use this option if you only wish to keep the modified version of original messages Do not modify original Sent Item but create new item s instead Select this option to retain the original version of messages and add new items for modified version s In this case you can choose to prepend or append text to the subject line of new modified messages so that they are easier to identify in your Sent Items folder Another way to
216. ry User Data This data is used to populate fields pg 215 that may be defined within signature templates pg 176 Group Expansion This data is concerned with any nested groups i e a group within another group Group This data is concerned with a list of users and groups that belong to a group Membership USER MANUAL Exclaimer Signature Manager Exchange Edition Page 58 The Settings Toolbar When the settings tab is displayed the settings toolbar contains the following options Toolbar Option Summary New Select this option to access the new signature policy pg 116 option USER MANUAL Exclaimer Signature Manager Exchange Edition Page 59 Signature Manager Exchange Edition Policies List The policies tab contains quick access to existing policies and options for completing key tasks relating to policies Policies toolbar View options Signature Mana 3 Dew 26 Delete Policies list B Settings B Policie p Gig Policy Tester S E Template Library It is important to note that policies are processed in the order that they are listed here You can use move up move down or move to top move to bottom pg 61 options to change the sequence of this list and use next policy pg 114 options for greater control over processing sequence Available options are summarized in the following sections e The policy list pg 61 e Policy options pg 61 e The policies toolbar pg 61
217. s Selected policy See the anatomy of a policy pg 77 for further information about policy setup options Navigating Policies Using Policy Tabs Existing policies can also be accessed from other branches of the console tree via a policy tab in the content pane For example select the Signature Manager Exchange Edition branch and then select the policies pg 74 tab in the content pane It is important to note that policies are processed in the order that they are listed here You can use move up move down or move to top move to bottom pg 61 options to change the sequence of this list and use next policy pg 114 options for greater control over processing sequence USER MANUAL Exclaimer Signature Manager Exchange Edition Page 66 General Signature Policy Settings When the signature policies branch is selected within the Exclaimer console pg 31 general signature policy settings and information can be viewed and updated The signature policies branch is selected Policies toolbar View options J Signature Ponc E New G Delete Gi Clone lt Move Up Move Down Move to Top ul Move to Bottom July Promotional Signature 2 General Signature No Current Promotions Ry Sent Items Update e Policy Tester 7 3 E H M Template Library zne lt o a a ii General Template L Signature Options vCard Conditions P Exceptions Date Range Policy set
218. s being taken from the Active Directory therefore content may vary from one organization to another For example one organization may use the department field to enter true department information whilst another may use this field for something completely different USER MANUAL Exclaimer Signature Manager Exchange Edition Page 229 Message Sender Exchange Advanced Fields Fields in the message sender exchange advanced section are custom exchange fields typically used for organization specific information Use of these fields will vary from one installation to another Message Sender AD Photos Fields Fields in the AD photos section are summarized below Field Inserts JPEG Photo Insert JPEG photo of the sender Photo Insert other photo of the sender Thumbnail Logo Insert thumbnail logo associated with the sender Thumbnail Photo Insert thumbnail photo associated with the sender Although the Active Directory includes fields for pictures there is no in built straightforward way to add pictures to it The Exclaimer Outlook Photos application allows you to create and manage images for all objects in your Active Directory please contact us if you would like further information Message Sender Other AD Fields Fields in the other AD fields section are summarized below Field Inserts This information is being taken from the Active Directory therefore content may vary from one organization to anothe
219. s i 10 Click the add button to enter the second condition i e to add signature content and associated rules for the Sales department The add condition window is displayed USER MANUAL Exclaimer Signature Manager Exchange Edition Page 276 11 Using the drop down lists associated with the if field navigate to select message sender gt organization gt department field 13 Click the button associated with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by the Sales department You can enter text and or fields as required Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 280 for details about changing these properties USER MANUAL Exclaimer Signature Manager Exchange Edition Page 277 14 Click OK to save changes and exit back to the add condition window where your second condition is now displayed 16 To define signature content that should be applied for everyone else i e people who are not in either the IT or Sales departments move to the bottom of this window and click the button associated with the if none of the above apply then this field s value is field The expandable field editor window is displayed
220. s matched Mee Don tprocess anymore Signature policies HO Whilst you control the sequence in which policies are processed using the policy tab pg 60 the next policy tab allows you to define specific policy chains based on whether the previous policy in the chain is or is not applied These options are If this policy is applied then e Process the next signature policy e Don t process any more signature policies USER MANUAL Exclaimer Signature Manager Exchange Edition Page 114 If this policy is not applied then e Process the next signature policy e Don t process any more signature policies If this policy is not applied because an exception was matched e Process the next signature policy e Don t process any more signature policies You can use these options for a wide range of scenarios creating policy chains as simple or as complex as required For example you might use the if this policy is applied then gt don t process any more signature policies option to prevent more than one policy being applied Conversely you might define a policy to select a specific group of users and then use the if this policy is not applied then gt process the next signature as a way of excluding groups of users without the need to add multiple exceptions Example Scenario The illustration below shows a common scenario where a policy chain might be used standard Standard Organiation Organgzation Signature Disclaimer
221. send messages without correct signatures in the event of a fault For others it is sufficient to quarantine messages but still send them in their original form The fault tolerance tab allows administrators to specify how messages should be handled in the event of a fault during message processing Fault Tolerance ff Diagnostics J AD Cache _ i When a faultis encountered during the processing of a message Deliver the message anyway If quarantine fails Enter the credentials of an account that has the authority to stop the service Quarantine willfall if there aremore than 50 messages inthe quarantine folder po u USER MANUAL Exclaimer Signature Manager Exchange Edition Page 55 Option These options are summarized below Summary When a fault is encountered during the processing of a message Deliver the message anyway Quarantine the message Quarantine the message and deliver the original If quarantine fails Deliver the message anyway Stop the Microsoft Exchange Transport Service Quarantine will fail if there are more than xx messages in the quarantine folder Quarantine Folder In the event of a fault deliver the message at whichever point it got to through Signature Manager Exchange Edition processing and do not take a quarantine copy In this situation the only indication that something went wrong would be an error in the Windows event log pg 46 In the event of a fault quarantin
222. sscansatnsecesinnnsssseeasenndeeeusenieestountannseseiuaiess 25 Closing Signature Manager Exchange Edition ssssessssecessecsssecsesecsesecseseosesecsesecseseossseoseseosssecseseosesese 26 INSTALLATION amp DEPLOY MEN T arrsa AE 27 Uninstalling Signature Manager Exchange Edition ccscssccsccssccscceccecccscceccescescceccescssceccescesccecceses 28 BS Al Oars tev beater E O EEE A E suns E EE E A EEE 29 Running the Uninstall PROCESS sesssseseesesseseseeserrrrerreresrereserresrrresrereseereserreseereseteeserreseereseeresereeseereseee 29 THE EXCLAIMER CONSOLE rer re ern rr TA a EAEE er renee cer rrr 30 Introductio 31 Understanding the Exclaimer Console Window ssssessssessssecsesecsosecsoseososeososeososeceosecsosecsoseoeoseososeceeseo 32 Exclaimer Console SUMMATFY sessesssseseesssrrrssrrrerrrrerrrrssrrrssrrreserreseeresetresetresetrsetresrtresetreseereseeeeseereseee 33 CIS OS MeN erre e e ee A A sam aA N E E EEE A O E TE E A O EEE 33 console Toalla ea erence ere E E ANAA AN ATN 34 COMSOIS TEE irran A A E A a E i 35 CONTENE T ANE eaters o E i E ER EAEE E EOE penneararaeyece 36 Selection TaD eron a aAA SEIAS SRRA ni 36 ACEON PINE oane E E 36 Exclkaimer Console Settings sismiersnorsisrirner inr a 37 Exclaimer Console VICE IS INP cciis seins cecesscnieuaresncstnsscesinsnssncesavenniscouacuieiesoendeimsssocicaivenseansaunidseetacuisensomadeinenes 38 WE LIC OIS Me PROCESS apriori tesa de titaercie Aone ocincalanosind snicncead
223. ste original message fields to new positions within the template but care should be taken to ensure you copy paste the entire field rather than just the text element When you click on a field it behaves like a table cell For a correct selection you should see the borders of the cell clearly marked o Original Message 4 Above gt Reply Separator D Or Mess ove Re arato A Original Message Above Reply Se eparator h VELELELTLLLEETTLTELELETELTTLEEELY ETE EEE ee Formatting Original Message Fields The way in which original message fields are formatted controls the formatting of the original message For example the font type color size etc applied to the fields will be reflected in email messages So for instance if you want original messages to be formatted in Arial font you would select these fields and apply the Arial font USER MANUAL Exclaimer Signature Manager Exchange Edition Page 217 Available Fields This section summarizes all fields that can be used when defining templates in Exclaimer Signature Manager Exchange Edition e Message pg 219 e Message sender pg 223 e Dynamic content pg 231 e Server pg 269 e Advanced pg 270 e General pg 308 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 218 Message Fields Fields in the message group are summarized below Field Inserts Message Attachment Name The name of the message attachment s Message CC
224. step 3 and set conditions so that the policy only applies to messages from users within the Sales department 11 Set next policy options to process the next policy in sequence which will be the HR department policy 12 Create a signature policy for the HR department associate it with the HR department template created in step 4 and set conditions so that the policy only applies to messages from users within the HR department 13 Set next policy options to process the next policy in sequence which will be the standard organization disclaimer policy 14 Create a signature policy for the standard organization disclaimer associate it with the standard organization disclaimer template created in step 5 and set conditions so that the policy applies to all messages 15 Set next policy options so that no further policies are processed 16 In the policies tab ensure that policies are sequenced pg 145 as Standard Organization Signature Policy gt IT Department Policy gt Sales Department Policy gt HR Department Policy gt Standard Organization Disclaimer Policy USER MANUAL Exclaimer Signature Manager Exchange Edition Page 130 How do I Create a Policy for All Internal or All External Emails In some cases you may wish to treat internal and external email messages differently when applying signatures One way to do this is to define a policy for only internal emails and another policy for only external emails Al
225. sure that Exclaimer is selected in the console tree i e the topmost branch 3 Select export configuration from the actions pane or from the action menu The export configuration window is displayed 4 Navigate to the required drive and folder to which the export file should be saved 5 Specify the required file name for the export file 6 Click save to complete the export Running the Uninstall Process There are two ways to start the uninstall process for Exclaimer Signature Manager Exchange Edition e Activate the original setup exe and choose the uninstall option then follow on screen instructions e Use programs and features then follow on screen instructions USER MANUAL Exclaimer Signature Manager Exchange Edition Page 29 Chapter 3 The Exclaimer Console Introduction The Exclaimer console can be thought of as the control center for Exclaimer Signature Manager Exchange Edition From here you can define general settings which are applicable to the system as a whole and access each section of the application This section explains how the Exclaimer console is used including e Understanding the Exclaimer Console window pg 49 e Exclaimer console settings pg 37 Exclaimer console licensing pg 38 Remote deployment pg 40 e Exporting configuration settings pg 47 e Importing configuration settings pg 48 If you already know about the console and wish to get started with Exclaime
226. sures that all scenarios are catered for With Exclaimer Signature Manager Exchange Edition creating different versions of a template is made simple using the HTML RTF and Plain Text tabs at the top of the template editor When a tab is selected toolbar options are updated to show options that are relevant for that format This section summarizes toolbar options for each format e The HTML editor toolbar pg 204 e The RTF editor toolbar pg 205 e The Plain Text editor toolbar pg 206 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 203 The HTML Editor Toolbar HTML templates can be sophisticated and feature rich utilizing many of the options and techniques that you would expect from web pages including tables images hyperlinks and dynamic content fields ey o o on lt fe Times New Roman small z SEE E k image Line SEEK ITET Wena eaa o These options are summarized below Option Mode Mode options are used to switch between different view modes Choose from design view and work with the WYSIWYG editor source view and work with the HTML source preview preview the template applied to a test message Editor Editor options are used to perform key editorial tasks Choose from undo undo the last action in the editor redo redo the last action in the editor Clipboard Clipboard options are used to manipulate text Choose from copy copy currently selected text t
227. t Block block or to define a e Smart Table containing contact numbers and email address with labels and several layout custom smart table options Design your own Smart Table adding text and Active Directory fields across as many Ha Custom Smart Table columns and rows as you require Standard HTML Table Insert a standard HTML Table into the editor Select this option if you are familiar with HTML table layout and design and have no need to suppress rows that contain no data If you are familiar with HTML you can a Number of columns 2 l es 4 AutoFit to window choose to insert a SS standard HTML ssssgg ts aa 2A _ Spread evenly table i Border thickness OFF From here you can choose the type of table to be inserted choose from e Asmart table contact block pg 213 e A smart table custom pg 213 e A standard HTML table pg 213 These options are summarized in the following sections USER MANUAL Exclaimer Signature Manager Exchange Edition Page 212 Smart table Contact Block When working with templates one of the most common requirements is to insert standard contact information for the message sender You can do this by adding individual fields pg 215 to the template but it can be neater and quicker to use a predefined contact block A contact block is essentially a table of commonly used message sender fields for example WAM TTI a
228. t Opt 10pt gt However the following element would not be matched lt div style border solid 333333 1 0pt gt Spaces Exclaimer Signature Manager Exchange Edition will handle spaces when searching for a specific string A match will be made if a tab occurs within the space and if a space rolls over into a line break For example Exclaimer Signature Manager Exchange Edition will match Original Message OF Original Message OF Original Message USER MANUAL Exclaimer Signature Manager Exchange Edition Page 72 Regular Expressions Many common reply separators are static i e a given string of text and or characters However with the proliferation of email applications on mobile devices variances between regions etc relying on static reply separators may not always be sufficient If required dynamic reply separators can be handled using regular expressions Regular expressions are used to express how the software should look for a specified pattern in text and then what to do when a pattern match is found The composition of regular expressions is an advanced task which may require some knowledge of programming If this is a requirement please contact Exclaimer support pg 11 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 73 The Policies List The policies tab contains quick access to existing policies From here you can select any policy from the list to view or
229. tate is equal to Surrey then insert the Guildford address Otherwise insert the London address e fa user s country is equal to America then insert a Conditional Field where Ifthe user s town contains York then insert the New York address Ifthe user s state contains Texas then insert the Dallas address e Otherwise insert the Dubai head office address For clarity this example is illustrated on the following page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 291 Advanced conditional field scenario seer eee ee ee eee eee ee eee tL CONDITIONAL FIELD TTT TTT TT eee USER MANUAL Exclaimer Signature Manager Exchange Edition Page 292 To achieve this scenario using Exclaimer Signature Manager Exchange Edition follow the steps below e Stage 1 Add a conditional field and specify the first condition for users based in England via a nested conditional field to refine by city state pg 293 e Stage 2 Specify the second condition for users based in America via a nested conditional field to refine by city state pg 300 e Stage 3 Specify signature content for all other users i e users who are not in England or America pg 305 Additionally further information about how appearance properties for nested fields are inherited from the master field can be found in the understanding inheritance of appearance properties pg 307 section at the end of this section Sta
230. te a User There are two possible ways to create a new user use ONE of the methods detailed below Use Exchange Management Console A new user can be created by completing a Microsoft Exchange wizard 1 From Microsoft Exchange select Recipient Configuration gt Mailbox gt New Mailbox 2 Set User Mailbox as a mailbox type 3 Having completed this wizard it is advisable to hide the new mailbox from the Global Address List this ensures that people will not be able to see this user from their email clients To do this run the following script Set Mailbox HiddenFromAddressListsEnabled Strue Identity Enter The Users Identity Note that elements surrounded by should be substituted with information as indicated remove the hash symbols and maintain spacing Please also refer to additional guidelines for creating a new user pg 157 on the following page USER MANUAL Exclaimer Signature Manager Exchange Edition Page 156 Use a PowerShell Script The following script can be run in the Exchange Management Shell New Mailbox Name Enter a username UserPrincipalName Enter the domain username ResetPasswordOnNextLogon false Database Enter the Mailbox Database Set Mailbox HiddenFromAddressListsEnabled true Identity Enter The Users Identity This script will create the user and hide the new mailbox from the Globa Address List Please also re
231. ted with the then this conditional field s value is field to open the expandable field editor window Use this window to enter content to be inserted if the associated condition is met i e for messages sent by French users You can enter text and or fields as required to enter an image of a French flag the custom image field can be used l Content from file D are Rotating Banner Ad RSS Feed i Composite Field Q Social Media Strip List Of Fields Ha Custom Smart Table USER MANUAL Exclaimer Signature Manager Exchange Edition Page 284 Select the required custom image pg 235 in the normal way and add Paris address details as text alternatively you could use Active Directory address fields if applicable 2 10 ue de la Grang e aux Belles Paris France amp Tel 33 1 12 34 56 78 Any text entered here will inherit font and other formatting properties which are applied to the conditional field element as a whole See step 20 pg 290 for details about changing these properties 8 Click OK to save changes and exit back to the add condition window where your first condition is now displayed none of the above apply then this field s value EE USER MANUAL Exclaimer Signature Manager Exchange Edition Page 285 10 Click the add button to enter the second condition i e to add signature content and associated rules for German users The add condition wind
232. tent Item 3 LabelliItem 3 Content Item 4 LabelliItem 5 Content Updating an Existing Smart Table To update an existing smart table in a template simply select and double click the table Alternatively select the entire table and expand the misc section in the properties pane From here select the browse button to the right of the rows entry The smart table rows window is displayed so you can add edit or remove rows as required USER MANUAL Exclaimer Signature Manager Exchange Edition Page 268 Server Fields Fields in the server fields section are summarized below Inserts Server Distinguished Distinguished name information for the mail server for example Name CN HELPDC OU Domain Controllers DC network26 DC local Server IP Address IP address details for the mail server for example fe80 e5ce af42 688c d2d8 10 192 168 26 1 Locale information for the mail server for example en US Server NETBIOS The NETBIOS name for the mail server for example He pDC Name Server Qualified Qualified domain information for the mail server for example Domain HelpDC network26 local For fields that contain multiple values for example Server IP Address each value will be shown on a new line by default USER MANUAL Exclaimer Signature Manager Exchange Edition Page 269 Advanced Fields Fields in the advanced fields section are summarized below Field Inserts Conditiona
233. ternatively you might incorporate this as an exception pg 102 for example apply a signature for email messages except where the recipient is outside of the organization and define a separate policy to manage the exceptions The following example shows how to use a condition pg 90 to handle internal external emails 1 Access policy conditions and select the sender is someone option xf New Signature Policy PE Select the sender is ee someone Conditions Please use the list of options below to define the Mess Click the someone link USER MANUAL Exclaimer Signature Manager Exchange Edition Page 131 2 Click the someone link in the lower pane for further options Select sender is inside or outside of the organization The Sender is inside or outside of the organization Natt The Sender is an Active Directory contact Edita condition by clicking an underlined value Policy applies to messages where The sender is inside your organization Ensure that the sender is a set to inside if it is not Apply policy when all conditic click the link here to Apply policy when any condit change this setting 3 Ensure that the setting is inside the organization this is the default setting but if required click the hyperlink to access inside outside options then click OK to exit back to the conditions tab 4 Select the recipient is someone option xf New Signature Policy E Gener
234. tion to export current configuration settings pg 47 for the console for example if you wish to use the same settings to set up another server within your organization Import configuration Use this option to import current configuration settings pg 48 for the console for example if you are setting up a server using the settings from another server within your organization continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 33 Menu Summary Use this option to open another instance of the console for example if you need to refer to settings made in one tab whilst updating another All open windows are listed at the bottom of the window menu so you can easily switch between sessions The new window option is also available from the action menu If you have used the new window option to open multiple instances of the console use this option to display all windows in a cascade Tile Horizontally If you have used the new window option to open multiple instances of the console use this option to display all windows horizontally across the screen Help Contents Use this option to open the help system About Use this option to display version information for the console Console Toolbar The console toolbar provides quick access to key tasks These tasks are also available from the console menu pg 36 but have been placed on the toolbar for faster access Options on this
235. tions are available to refine your recipient is someone criteria Summary Use the list of users or distribution lists link to browse and select a user or distribution list from the user list Use the Active Directory group link to browse and select the required group from a list of Active Directory groups Use the domain or organizational unit link to browse and select the required domain or organizational unit from a container list Use the Active Directory attribute values link to open the configure attributes window pg 100 to define queries to be resolved for matching Use the character sequences link to define character sequences to be matched in the sender s email address Use the inside link to match messages where the recipient is either internal or external to the organization Use the is link to match messages if the recipient is or is not present in the Active Directory Use the to or cc field to match messages where the recipient is in the To or the Cc field of the email or where the recipient is only in the to field or where the recipient is only in the cc field USER MANUAL Exclaimer Signature Manager Exchange Edition Page 108 The Subject Contains Specific Words or Phrases Use the words or phrases link to specify given words or phrases to be matched in the message subject line Use the words or phrases window to enter required items to be matched Via Baal Fa ror ptT uit regui ma nre o
236. tree pg 35 or from the policy list pg 60 Signature Manager Exchange Edition J Signature Policies GJ General Signature No Current Promotions Ea Sent Items Update M Template Library Enable disable policy Ensure that the enabled check box is selected to enable the policy or de selected to disable the policy Click save to save changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 124 Removing a Policy To remove an existing policy select the policy either from the console tree pg 35 or the policy list pg 60 Then either right click and select delete from the context menu or click delete from the Select the policy to be removed and use the toolbar option Select the policy to be removed and E right click to display 7 June Promotir Signature available options New Delete Clone c E General K Template G Signature Options EF vCard Conditions E Exceptions _ _ Delete Signature Policy Clone Signature Policy New Window M Template Library Having chosen to delete a policy you are asked are you sure you want to delete this policy Click yes to confirm the deletion or no to abandon the task Finally click save to save changes A policy is not permanently deleted until settings have been saved If you exit without saving or cancel changes the policy will be reinstated in the console tree
237. tten Before the import takes place existing configuration settings are automatically backed up you can find the location of this backup file by checking the Windows event log pg 45 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 48 Settings must be imported from an econfig file this is a proprietary file type for Exclaimer products and is created whenever the export configuration settings pg 47 option is used To import configuration settings follow the steps below 1 2 Ensure that you have backed up existing settings by exporting the current configuration Ensure that Exclaimer is selected in the console tree i e the topmost branch Select import current configuration settings from the actions pane or from the action menu The import configuration window is displayed Navigate drives and folders to select the econtig file to be imported Click open to complete the import USER MANUAL Exclaimer Signature Manager Exchange Edition Page 49 Chapter 4 General Settings amp Information Introduction The Signature Manager Exchange Edition branch within the Exclaimer console pg 31 tree is where all work with signatures is completed Signature Policies _ 4G Wizard Generated Signature Policy Ea Sent Items Update OB Policy Tester H M Template Library When the parent branch Signature Manager Exchange Edition is selected settings pg 52 and informatio
238. tton to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 194 Moving a Template Templates can be moved from one category to another using the move option available from the template library toolbar or the right click menu Select the required template in the console tree and use the toolbar option 5 GreenOrg Business Card Signature Manager Exchange Edition Signature Policies AE E Standard Organization Signature Preview Help YE L IT Department a5 Sales Department 3 a REE ena i GJ HR Department ordaidhe iatt _ 4 Standard Organization Disclaimer i Ea Sent Items Update EB Policy Tester K Template Library D Blank Templates i Ql Letterhead style oO Right click on the template that you wish to move fe smiles p 1282 Me ate g New Window Q Disclaimes Business Cards Signatures GreenOrg Business Card eo SS Having selected the move option a list of available categories is displayed Blank Templates Letterhead style Business Cards Signatures Disclaimers Select the required category and click OK to complete the operation When you are satisfied that with your changes click the save button to save changes pg 44 made in this session Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 195 Vie
239. ture Manager Exchange Edition Page 118 Step 3 Set Conditions for the Policy Set criteria pg 92 to determine the circumstances under which the signature is applied to messages then click next to continue Having created the policy you can update the conditions at any time and also add exceptions pg 102 For further information about this tab see the anatomy of a policy conditions pg 90 page of this guide USER MANUAL Exclaimer Signature Manager Exchange Edition Page 119 Step 4 Finish Up Click finish to exit the wizard and return to the Exclaimer console xf New Signature Policy General Finish Pi Conditions E Finish Once you have completed this wizard click Save to save your new policy or Cancel to discard it When you click Save this new signature will be deployed to your Exchange Organization Hee USER MANUAL Exclaimer Signature Manager Exchange Edition Page 120 Step 5 Save Changes Having exited from the add new policy wizard the new policy is added to the list of signatures in the console tree but it is not yet saved unsaved entries are displayed with an asterisk to the left of the name Click save to save changes From here you can use selection tabs pg 36 to update settings for the policy and choose to enable disable the policy if a policy is not enabled it will not be processed Click save to save the new policy a a o OMM RONN C O
240. ture policies If this option is not set to enabled Exclaimer signature policies will not be applied to your organization s email messages This section determines the type class of messages that will be handled by Signature Manager Exchange Edition By default the class for email messages IPM Note is defined and under typical circumstances this is sufficient However some organizations may wish to add signatures to other types of Outlook items for example to meeting requests or calendar appointments If you wish to apply Signature Manager Exchange Edition to other items use the add option to add the relevant class Select this option to report unhandled messages in the Windows event log pg 46 Changes are retained if you move to other tabs within the content pane When you are satisfied that all tabs have been updated correctly click the save button to save changes pg 44 across all tabs Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 54 Advanced Settings Click the advanced button on the settings tab to access additional settings for fault tolerance pg 55 diagnostics pg 57 and AD cache pg 58 as summarized in the following sections Fault Tolerance For some organizations adding signatures particularly disclaimers to email messages is critical to the extent that the Microsoft Exchange server must be stopped rather than
241. u can change the name pg 194 and edit template content pg 193 t as required Having updated the cloned template click the main save button to save changes pg 44 made in this session Alternatively use the cancel button to abandon all changes USER MANUAL Exclaimer Signature Manager Exchange Edition Page 189 Exporting a Template If required you can export a template to a file This is useful for example if you have chosen not to implement remote deployment pg 40 and need to import a template pg 192 on another server or if you wish to delete a template but wish to take a copy first just in case the template is needed in future The export option is available from the template library toolbar or the right click menu Select the required template in the console tree and use the toolbar option GreenOrg Business Card si Manager Ex Edition p Esanekoa Policies iiy 2 Edit Delete L Clone J Rename E Properties z GJ Standard Organization Signature GJ Sales Department G HR Department _ 4 Standard Organization Disclaimer i Fa Sent Items Update EB Policy Tester P Template Library l Blank Templates l Letterhead style or l Business Cards Signatures SE rte nein i i m i l Caw hon a ey pew fe pas Maree marge ff ome Edit meag ates sedg Lome a ones Cae em tere ee BI hatin Right click on the pas Clone Cosan Mach FIELDS template that you fe sg ize wis
242. up pane From here you can e Navigate the console tree to access signature policies pg 77 the policy tester pg 162 and the template library pg 176 e Update general settings pg 68 for signature policies from the settings tab e View existing policies pg 60 from the policies tab e Add anew signature policy pg 116 via the actions pane For further information about the Exclaimer Console including the menu toolbar and actions pane see understanding the Exclaimer Console window pg 36 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 67 Signature Policy Settings When the signature policies branch is selected within the Exclaimer console pg 31 the settings tab is displayed so that reply separator information can be viewed or updated Signature Policies af Settings W Policies Help naginail Message lt BLOCKQUOTE dir ttr gt lt hr tabIndex 1 gt Message d origine Ursprungliche Nachricht Mensaje original Messaggio originale Dorspronkelijk bericht Mensagem original Opprinnelig melding lt div style border none bordertop solid B5C4DF 1 0pt padding gt lt div style border none bordertop solid E1E1E1 1 0pt padding gt Original Message Reply message Forwarded message x On 0 3 0 012 1 pets w 19 0 SH2H2 0 SH3 X ati 01 0 S2 0 3 0 5 lt div class gmail_qu When designing signature templates pg 176
243. up Wizard Having completed the installation process it is a good idea to check Exclaimer console settings pg 37 If you wish to manage multiple servers you should also check remote deployment options pg 40 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 24 Setting Up Multiple Servers Exclaimer Signature Manager Exchange Edition can be run on multiple servers and managed from a single location This means that even on very large systems you can ensure all of your email systems have the same policies and signature templates installed so email is processed consistently across the entire organization To achieve this the installation pg 26 and setup pg 19 must be run on each physical server and the same remote deployment pg 40 folder should be specified on each of these Once Exclaimer Signature Manager Exchange Edition has been installed and remote deployment options have been set any changes made on one server can be deployed to others each time configuration changes are saved you are prompted to deploy them to other configured servers USER MANUAL Exclaimer Signature Manager Exchange Edition Page 25 Closing Signature Manager Exchange Edition The Exclaimer Signature Manager Exchange Edition application does not need to be running for policies pg 64 pg 64 to be processed To close Exclaimer Signature Manager Exchange Edition select exit from the file menu at the top of the Exc
244. w greenorg net Phone 44 0 1252 987 456 separator The separator is defined using the field separator property which is available Having added a separator you can apply formatting for your chosen character using separator font properties Italic Underline Small Caps Font color i 76923 Font background co separator Fon Font color B co0000 Font backgroun b Label font 4 Fields continued USER MANUAL Exclaimer Signature Manager Exchange Edition Page 265 Action Each field on a new line Allow fields to control the layout Summary Use this option to display each label and field together on a new line Email kareng oreenorg net Blog www greenorg net Phone 44 0 1252 987 456 Select this option to accept the most appropriate layout as determined by fields you have selected for inclusion USER MANUAL Exclaimer Signature Manager Exchange Edition Page 266 Smart Tables The custom smart tables field can be used to insert a table and specify content attributes using straightforward data entry fields This is a quick and easy way to insert a table and include Active Directory fields or other content at the same time the alternative would be to insert a standard HTML table pg 212 and add fields or other content manually Having selected the custom smart tables field the smart table rows window is displayed _ Suppress ff field is blank By default a two column t
245. wing Template Properties The template properties window shows general information about the template From here you can see the template name size and file location together with a list of policies that are using the template C General formatic 179 29 KB Library The properties option is available from the template library toolbar and from the right click menu it is also available if you right click anywhere within the template tab for a particular signature policy pg 79 Select the required template in the console tree and use the toolbar option 5 Signature Manager Exchange Edition 4 Signature Policies f Standard Organization Signature GJ HR Department GJ Standard Organization Disclaimer i Fa Sent Items Update Gg Policy Tester GD Template Library Right click on l Blank Templates i I Letterhead style the required Business Cards Signatures template J i Edit Delete Clone Rename New Window oa U Disclaimers USER MANUAL Exclaimer Signature Manager Exchange Edition Page 196 Removing a Template Templates can be removed using the delete option available from the template library toolbar or the right click menu Select the required template in the console tree and use the toolbar option a Signature Manager Exchange Edition 5 Signature Policies po 45 Standard Organization Signature pL IT Department Vere he ore
246. y saved configurations Q amp New Signature Policy amp amp Manage policies Status The export process writes all settings to an econfig file this is a proprietary file type for Exclaimer products and is required if you wish to import settings from a file To export current settings follow the steps below 1 2 Ensure that Exclaimer is selected in the console tree i e the topmost branch Select export configuration from the actions pane or from the action menu The export configuration window is displayed Navigate to the required drive and folder into which the export file should be saved Enter the required file name for the export file Click save to complete the export USER MANUAL Exclaimer Signature Manager Exchange Edition Page 47 Importing Configuration Settings The import current configuration settings option is used to import all settings for the Exclaimer console and all Exclaimer applications within it As such the import will include all settings pg 53 policies pg 64 and templates pg 176 for Exclaimer Signature Manager Exchange Edition Right click on the topmost branch of the console tree Use the actions Export Configuration a Import Configuration 3 Gy Backup ar Keep a copy of the last 10 successfully saved configurations Remember that all settings will be imported which means that your existing configuration will be overwri
247. you have the opportunity to specify whether signatures are placed before or after the original message pg 207 For example when replying to a message it is preferable to place the signature after the reply rather than at the end of the email A reply separator contains information which determines how Exclaimer Signature Manager Exchange Edition identifies a message reply or a forwarded message so that signatures are correctly placed When Exclaimer Signature Manager Exchange Edition is installed a range of common reply separators are included Under normal circumstances administrators do not need to change this information unless a custom reply separator pg 69 is required USER MANUAL Exclaimer Signature Manager Exchange Edition Page 68 Using Custom Reply Separators When Exclaimer Signature Manager Exchange Edition is installed standard reply separators pg 68 are included Under normal circumstances administrators do not need to change this information unless a custom reply separator is required To add a new reply separator access the signature policy settings pg 68 tab and click the add button to open the add edit reply separator window When defining custom separators you can use e Underscores pg 70 e Hyphens pg 70 e HTMLtags pg 71 e HTMLstyle attributes pg 72 e Spaces pg 72 e Regular expressions pg 73 USER MANUAL Exclaimer Signature Manager Exchange Edition Page 69 Un
248. you through the setup process one step at a time The new signature policy wizard is available from different areas of Exclaimer Signature Manager Exchange Edition it can be accessed from the console tree pg 35 from the console toolbar pg 34 and from the actions pane pg 36 Step 1 Enter General Information Enter a meaningful name and description for the policy and click next to continue For further information about this tab see the anatomy of a policy general pg 78 page of this guide E New Signature Policy Please enter a descriptive name for your Signature Policy You can also add some comments describing your policy New Signature Policy Description USER MANUAL Exclaimer Signature Manager Exchange Edition Page 117 Step 2 Associate the Policy with a Template A list of available templates pg 176 is displayed down the left hand side Navigate this list and select the template to be associated with this policy then click next to continue For further information about this tab see the anatomy of a policy template pg 79 page of this guide Outgoing Style 1 Outgoing Style 2 Exclaimer Corporate Letter Teme pan Bee Dare Ae ems ee wut Ot toe he Oe bees od ote my mee et e n o oo ee ee ae Letterhead 5 NRB GreenOrg Business Card eSpiral Business Card Orbit Illustration Business C Tapestry Business Card USER MANUAL Exclaimer Signa

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