The Transport Agent Rules dialog is opened by clicking the Transport Agent Rules button in the Mobile Devices group of the Configuration ribbon on the main application window.
Selecting the Enable signature generation and apply signatures to emails sent from mobile devices option will configure sign.exe or the Email Signature Manager Deployment Service to generate the signatures that will be applied by the Email Signature Manager Transport Agent to emails sent from mobile devices within your organization.
By default, the Apple iPhone™ and Apply iPad™ send new emails in plain-text format, unless some formatting is applied (such as marking some text as bold). Selecting the Convert plain-test emails sent from mobile devices to HTML option will cause the Transport Agent to convert plain-text emails into HTML format and inject the HTML signature.
Note When a plain-text email is converted to HTML, the rules applicable to HTML-format emails will be applied, not those applicable to only plain-text emails. Further, an email is only converted if a plain-text rule matches.
The main part of the dialog displays a grid showing all of the defined rules for use by the Email Signature Manager Transport Agent, in the order in which they are applied. The following actions can be performed:
| • | To create a new rule, click the Add... button, which opens the Manage Transport Agent Rule dialog. |
| • | To edit an existing rule, select it in the grid and click the Edit... button, which opens the Manage Transport Agent Rule dialog. |
| • | To delete an existing rule, select it in the grid and click the Delete button; you will be prompted to confirm this action before the rule is deleted. |
| • | To move a rule higher in the list (so it is applied earlier), select it in the grid and click the Move Up button. |
| • | To move a rule lower in the list (so it is applied later), select it in the grid and click the Move Down button. |
Note When generation of signatures is disabled, you may still edit the rules but they will not be applied.
When the rules have been configured as required, click the Save button to save your changes. Click the Close button to close the dialog; if you have made any changes, you will be prompted to save before the dialog is closed.
Applying Rules to Messages
When the Transport Agent processes an email, the following steps occur:
| • | The Transport Agent processes the rules in the order in which they are defined. |
| • | Each rule is only applied if (a) it is active, and (b) the email is in a format supported by the rule. |
| • | If the rule is to be applied, the email is parsed for each instance of the Text to Replace; this will take into consideration the settings for detected new lines before and/or after the text. When found, the pre-generated signature is used to replace the text and hence, the signature is injected into the email. |
| • | If a rule results in a signature being injected, then no further rules are evaluated. |
| • | The Transport Agent will detect separators in reply/forward emails, and will not inject any signatures after the first separator. |
Note It is not always possible to correctly identify the separator between emails. This is particularly relevant on the Apple iPhone™ and Apply iPad™, which do not insert identifiable characters to separate emails.
For more information about the Email Signature Manager Transport Agent, please refer to this topic.