Contents
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Introduction
System Requirements
Email Signature Manager Overview
How Email Signature Manager Works
Signature 365
Installing Email Signature Manager
New Installations of Email Signature Manager
Installing for On-Premises Exchange Server
Installing for Office 365
Installing for Office 365 and On-Premises Exchange Server
Installing for Hosted Exchange
Installing for Hosted Exchange and On-Premises Exchange Server
Installing without Impersonation Account
Post Installation Tasks
Upgrading Email Signature Manager
Upgrading v7.x and Later
Upgrading from v5.x and v6.x
Upgrading from v4.x and Earlier
Completing the Upgrade
Service Accounts
Permissions for the Service Account on Exchange Server 2016 and 2019
Permissions for the Service Account on Exchange Server 2013
Exchange Server Client Throttling Policies
Direct Database Mode
Tutorial
Main Application Window
Configuration Page
Database Page
Tools Page
Access Control
Options Dialog
Product Configuration Wizard
Installation Type
New Installation
Existing Installation
Import Database
Upgrade Database
Database Connection Established
Environment Configuration
Finished
Environment Configuration
On-Premises Settings
Configuring Office 365 Mailbox Access
Using an Entra ID App
Create the Registered App
Manage the Registered App
Grant Admin Consent
Application Certificate
Existing Registered App
Configuration Finished
Hosted Settings
EWS Connectivity Test
EWS Connectivity Test Results
Creating and Editing Templates
Signatures
Client Settings
Disclaimers
Campaigns
Stationery
Dynamic Fields
Conditional Statements
Template Design Guidance
Styling Templates
Including Graphics
Test Signatures
Manage Deployment
Send On Behalf
Exclusions
Global Client Settings
Manage Rules
Manage Rule
Field Definition
Status Monitor
Deployment Options
Service Page
Client Access Service
Advanced Page
Save Database Connection Settings
Settings Database
Import Database
Manage Data Sources
Configure a Custom Data Source
Domain Configuration
Mobile Device Signatures
Manage Signature Injection Rule
Manage Default Signature Injection Rule
Deployment
The Email Signature Manager Client Access Service
Using the Email Signature Manager Agent
Running the Agent from a Logon Script
Installing the Agent using Group Policy
Installing the Agent using Group Policy Per User
Installing the Agent using Group Policy Per Computer
Additional Group Policy Settings
Installing the Agent using ClickOnce
Mobile Device Signature Injection
Using the Email Signature Manager Transport Agent
Installing the Transport Agent
Configuring the Transport Agent
Appendices
Using Microsoft SQL Server
Creating the Email Signature Manager Database on SQL Server
Installing and Configuring SQL Server Express
Using Email Signature Manager in Manager Only Mode
Direct Database Mode and Creating a Login for the Agent
Template Fields
Licensing
License Dialog
Manual License Dialog
Upgrade License Dialog
Copyright
Contacting Symprex