Symprex Email Signature Manager, v10.0.0

Post Installation Tasks

Having performed a Full Installation of Email Signature Manager, start the main application and complete Product Configuration Wizard as follows:
 

1.On the Introduction page, click the Next button.
 

2.On the Installation Type page, select New Installation and click the Next button.
 

3.On the New Installation page, select the Type and Built-In Database and click the Next button.

 

4.On the Database Connection Established page, click the Next button.
 

5.On the Environment Configuration page, it is recommended that you select Configure Environment Now to complete the configuration of Email Signature Manager for your type of Exchange environment; however, this step can be skipped and completed at a later stage. When you have selected the appropriate option, click the Next button.
 

6.If you selected the Configure Environment Now option, the Environment Configuration dialog will be opened. Select the appropriate option that describes your Exchange environment and enter the details of the service accounts; it is recommended to use the Test button to ensure that each account has been properly configured. Click the OK button to proceed to the final step of the wizard or the Cancel button to return to the Environment Configuration page of the wizard.
 

7.The Finished page of the wizard will report on the current configuration of the product. Click the Finish button to close the wizard.

 

After the wizard has been completed, you are ready to configure the product to deploy signatures to the users in your organization:

 

1.To get started, you can use one of the example signature templates that are included with the product or you can use the WYSIWYG editor to create your own.
 

2.Using the Manage Deployment dialog, specify which users will receive signatures.
 

3.The service now has everything that it needs to generate the signatures for Outlook and to deploy signatures to OWA, so click the Update Now button in the ribbon.
 

4.Use the Status Monitor dialog to verify that the service is working.
 

5.Arrange for the Email Signature Manager Agent to be executed on your end users' computers. There are a number of ways of achieving this; please refer to this topic.
 

Congratulations! You have now completed the basic configuration of the product and can start to deploy email signatures to your users.

 

Other post-installation tasks that you may wish to complete are:

 

Optionally, migrate the database to SQL Server if you wish to be able to manage your Email Signature Manager installation from multiple computers. You can then perform additional Manager Only installations of the product on the appropriate computers; please refer to this topic for more information.
 

Optionally, install the Transport Agent to inject signatures into emails sent from mobile devices.

 

Note The Transport Agent cannot be used with Office 365. Office 365 customers are recommended to use Signature 365, a powerful cloud solution designed specifically for Office 365.

 


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