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How to migrate from Signature Manager Exchange Edition to Exclaimer client-side only

  1. Exclaimer Knowledge Base
  2. Solutions
  3. Setup
Anthony Skilton
  • Updated

Scenario

You are using Signature Manager Exchange Edition and would like to migrate your configuration to a client-side-only deployment in Exclaimer.

Resolution

To migrate from the Signature Manager Exchange Edition to a client-side-only Exclaimer deployment, follow the steps listed below.

Select each option below to view the related instructions:

Step 1: Create a group for users that are migrating to Exclaimer
To create a mail-enabled security group containing the users who have been migrated from the Signature Manager Exchange Edition to Exclaimer, either:
  1. Use the Microsoft Exchange Admin Center (on-premises) to create the mail-enabled security group.

    OR

  2. Use the Microsoft Exchange Online Admin Center (Microsoft 365) to create the mail-enabled security group. Enable Group Writeback to synchronize the group back to your on-premises Active Directory.
NOTE: After you create the group, make sure to synchronize it in both your on-premises and Microsoft 365 environments.
Step 2: Configure Exclaimer for Client-Side deployment

To configure Client-Side signatures: 

    1. Sign up for an Exclaimer account.

    2. Complete the configuration process for Authorize and Synchronize for Microsoft 365 subscription.

    3. Skip the setup for Apply to email from all devices including mobile (Server-side).

    4. Complete the configuration process for See before you send for Microsoft 365 subscription (client-side).

    5. Install the Exclaimer Outlook Add-in.

      During installation, specify the users group in the Add users window.
      NOTE: The Add-in can take up to 12 hours to deploy.
    6. For users with on-premises mailboxes, install the Exclaimer Cloud Signature Update Agent
      We recommend: Use a GPO or Endpoint Manager to deploy the Agent to your users with on-premises mailboxes.
Step 3: Configure your signatures in Exclaimer
NOTE: Unfortunately, it is not possible to import signatures which were created in the Signature Manager Exchange Edition into Exclaimer.

To manage your signature rules in Exclaimer:

  1. Create your signatures in Exclaimer. You can either:

    - Manually re-create your Signature Manager Exchange Edition signatures in the Exclaimer Signature Designer. See how to create signatures for more information.

    OR

    - Raise a ticket with the Template Services team requesting a quote for your Signature Manager Exchange Edition signatures to be converted for use in Exclaimer.

  2. Add users to the senders list as required in Exclaimer. 
NOTE: When you specify Signature Senders, you can specify any sender regardless of their inclusion in the users group, as you manage this through the Client-Side configuration in the section above.
Step 4: Add the users group as an exception to the Signature Manager Exchange Edition policies
Follow the steps below on the machine that has the Signature Manager Exchange Edition installed:
  1. Open the Signature Manager Exchange Edition.

  2. For each Signature Policy:

    - Select the policy.

    - Navigate to the Exceptions tab.

    - Select The Sender is someone checkbox.

    -  In the edit pane, select someone to edit the exception.

    - Select The Sender is a member of an Active Directory group

    - In the edit pane, specify the Exclaimer users group.

  3. Select Save to save the changes.

Step 5: Add users to the users group when they are being migrated from Signature Manager Exchange Edition to Exclaimer
This process finalizes the migration for added users from the Signature Manager Exchange Edition to Exclaimer. You can repeat this process for each user or complete this with multiple users at once.
  1. In the Active Directory Users and Computers, open the group properties and select the Members tab.

  2. Select Add... to add the users to the group. Select Ok to save your changes.



  3. Ensure your changes are synchronized in both your on-premises and Microsoft 365 environments.

  4. If you have used the users group in any signature policies, start a manual data synchronization in Exclaimer to synchronize the group membership changes to Exclaimer.
Step 6: After migrating all users, change the Outlook Add-in deployment to apply to all users
NOTE: These steps only apply if you are using Client-Side signatures.
You can change the Outlook Add-in to deploy to all users to make future management of users in Exclaimer easier. You only need to manage this from Exclaimer and not add new users to the users group.

The Outlook Add-in will be available to all users in Outlook; however, you can still manage which signatures will apply to which users within Exclaimer.
  1. Log into the Microsoft 365 admin center and navigate to Integrated apps.

  2. Select the app Exclaimer for Outlook.

  3. Navigate to the Users tab.

  4. Under Assign users, select Entire organization.

  5. Select Update.