How to migrate from Signature Manager Exchange Edition to Exclaimer

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To migrate from Signature Manager Exchange edition to Exclaimer, follow the steps listed below.

Select each option below to view the related instructions:

Step 1: Create a mail group for users that are migrating to Exclaimer

To create a mail-enabled security group containing the users who have been migrated from Signature Manager Exchange Edition to Exclaimer, either:

1. Use Microsoft Exchange Admin Center (on-premises) to create the mail-enabled security group.
   
2. Use Microsoft Exchange Online Admin Center (Microsoft 365) to create the mail-enabled security group and enable Group Writeback to synchronize the group back to your on-premises Active Directory.

Step 2: Configure Exclaimer

3. 1. Complete the Exclaimer configuration process.
      
   2. To configure Server-Side signatures, enter the users group when setting up Users and Groups and Email Routing.
      
      
      
   3. To configure Client-Side signatures, deploy the Exclaimer Outlook Add-in to the users group.
      
   4. When adding the Outlook Add-in, specify the users group in the Add users window.
      
      

Step 3: Create your signatures in Exclaimer

It is not possible to import signatures which were created in the Signature Manager Exchange Edition into Exclaimer.

1. Manually re-create your Signature Manager Exchange Edition signatures in the Exclaimer Signature Designer. See how to create signatures for more information. Follow this webinar to see how you can recreate your signature design.
   

Step 4: Add the users group as an exception to Signature Manager Exchange Edition policies

On the machine where Signature Manager Exchange Edition is installed:

2. Open Signature Manager Exchange Edition.
   

3. For each Signature Policy:

   - Select the policy.

   - Navigate to the Exceptions tab.

   - Select the 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.

4. 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 Signature Manager Exchange Edition to Exclaimer. This process can be repeated for each user or completed with multiple users at once.

5. In Active Directory Users and Computers, open the group properties and select the Members tab.
   
6. Select Add... to add the users to the group. Select Ok to save your changes.
   
   
   
7. Ensure your changes are synchronized in both your on-premises and Microsoft 365 environments.
   
8. 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.

(Optional) After migrating all users, re-configure the mail flow rule to apply to all users (Server-Side only)

You can remove the group condition to make future management of users in Exclaimer easier, as you will only need to manage this from Exclaimer and not have to add new users to the users group.
For this, the sender of the email must be a user maked as inside the organization. All users' emails will flow to Exclaimer; however, you can still manage which signatures apply to users within Exclaimer.

9. Log into the Exchange Online admin center.
   
10. Navigate to Mail Flow > Rules.
    
    
    
11. Select the rule named Identify messages to send to Exclaimer Cloud.
    
12. Select Edit rule conditions.
    
13. Delete the condition The Sender is a member of this group.
    
14. Select Save to commit your changes.