How to setup an Office 365 subscription to use client-side signatures

Relevant Product: Exclaimer Cloud - Signatures for Office 365

This article guides you through the process of configuring your Exclaimer Cloud - Signatures for Office 365 subscription, for client-side deployment only.

In this mode, signatures are synchronized to the users' computers for use in Microsoft Outlook. When messages are sent from Outlook, they are sent directly via Microsoft 365 (they are not routed to Exclaimer Cloud for processing).

To achieve this, the following steps are required:

• Run the setup wizard for Exclaimer Cloud - Signatures for Office 365
  
  
• Deploy Exclaimer Cloud Signature Update Agent to the users' computers

Running the setup wizard

This wizard walks you through the steps required to grant permission for Exclaimer Cloud to read user data from your Azure AD/Office 365 directory (and maintain a replica in an Exclaimer Cloud database).

You will also need to grant permission for the Exclaimer Cloud Signature Update Agent to sign in to Office 365 as a user.

To run the setup wizard, follow the steps below:

1. Once you have set up your subscription and launched Exclaimer Cloud, you can choose to Connect to your email system or Try the Signature Designer:
   
   
   
   Note: Even if you select Try the Signature Designer option, the Connect to your email system option will always be available when you launch the product.

2. Select Connect to your email system then click Next to choose the features that you wish to configure.
   
   

3. Select See before you send:
   
   
   
   
4. Click Next to view a summary of tasks that will be completed during this setup:
   
   
   
   
5. Click Next to grant permission for Exclaimer Cloud to read your Azure AD/Office 365 data.
   
   

6. Enter the domain name for your Azure AD/Office 365 then click Next.

   Note: If you're not sure what your domain name should be, see Where can I find my Microsoft Tenant ID?
   
   
   
   
7. You are prompted to sign in to Office 365 as a Global Administrator (be sure that you are entering the credentials for the correct Office 365 tenant): 
   
   
   
   
8. Once authenticated, you are prompted to accept a permissions request for the Exclaimer Cloud Signatures for Office 365 app, click Accept:
   
   
   
   
   Note: The Exclaimer Cloud Signatures for Office 365 app requires permission to sign in and read user data in order to perform data synchronisation.
9. You are once again prompted to sign in to Office 365 as a Global Administrator:
   
   
   
   
10. Once authenticated, you are prompted to accept a permissions request for the Exclaimer Cloud - Signatures for Outlook Feature app. Click Accept:
    
    
    
    
    Note: The Exclaimer Cloud Signatures for Office 365 app requires permission to sign in and read user data in order to perform data synchronisation.

11. Having confirmed these details and granted the required permissions, you are directed back to Exclaimer's setup wizard, where you'll see a confirmation that you have successfully granted permission for Exclaimer Cloud to read your Azure AD/Office 365 directory data:

    
    
12. Click Next to synchronize the data.
    
    
13. Once the data is synchronized, confirmation is displayed:
    
    
    
    
14. Click Next to access the Home page - you're now ready to create your first email signatures in Exclaimer Cloud.
    
    
15. To synchronize these signatures to the users' computers, the Exclaimer Cloud Signature Update Agent must be downloaded on each client machine.

Deploying Exclaimer Cloud Update Agent to users computers

To synchronize signatures to Microsoft Outlook, the Exclaimer Cloud Signature Update Agent must be deployed to each user's computer. The agent will run in the background and synchronize signatures at regular intervals.

There are two ways in which you can deploy the Exclaimer Cloud Signature Update Agent to the client's computers:

• Deploy via URL (recommended) 
• Deploy via GPO