Installation guide

Follow these simple steps to install CodeTwo Exchange Rules PRO.

Download or copy the installer to each server with the Hub Transport role (Exchange 2007 or 2010)
or Hub Transport service (Exchange 2013 or 2016).

The installer contains two modules: Exchange Rules Pro Service and Exchange Rules Pro
Administration Panel. Begin with installing the Exchange Rules Pro Service on each of the Hub
Transport servers (Mailbox servers, if running Exchange 2013/2016).
Note! During the installation the Microsoft Exchange Transport service is restarted.
To be able to create and edit the rules, you need to install the Administration Panel. We
recommend that you install it on a workstation. It can be located in the same domain as the
Exchange Rules Pro Service, or outside of it. Download or copy the installer to the chosen PC and
run the installation of Exchange Rules PRO Administration Panel.

After the installation a short application tour will launch. Take a look at the hints we have prepared
for you and proceed to creating your first email rules!

Trial version
The program can be used for free for 30 days. During this period the program works the same way
as the full version. When the trial version expires, CodeTwo Exchange Rules Pro will not process
messages anymore, the Rule Tester, however, can still be used. Read more...
If your company needs additional time for testing CodeTwo Exchange Rules PRO after it's expired,
please contact us.
Full version

In order to activate the trial to the full version, you need to purchase a license key and use it to
activate the software.

All settings from the trial version will be kept, there are no changes except for activating with the
purchased license key. More about activation...
Upgrade
In order to update the previous version of the software, download and start the above installation
program. The previous version will be detected and automatically updated. All the data and
configuration settings will be saved.

The upgrade installation program stops the Transport service. Be advised that you might be asked to
restart your Exchange Server.