Onboarding Exclaimer for Server-Side (Microsoft 365)

Description

Server-Side signatures mean that signatures are applied to all email messages via Exclaimer's Cloud service, irrespective of which browser/device/email client is used.

Pre-requisites:

• You need to be the subscription Owner to configure a subscription. For more information on user roles, see User Management.
• You need to use your Microsoft 365 Global Administrator credentials to configure your Exclaimer - Signatures for Microsoft 365 subscription. If you do not have these credentials, invite an admin to complete the process.
• You need to update the Sender Policy Framework (SPF) record for each domain from which you send emails to avoid messages being marked as spam by recipients. For more information, see how to update the Sender Policy Framework (SPF).

Tip! You can also use our interactive onboarding guide to follow these instructions.

Select an option below to view the related instructions:

How to access it

To access the Server-Side onboarding options:

1. Log into your Exclaimer account and launch your subscription.
   

2. From the menu sidebar, select Connect.

   NOTES:
   After account creation, the Home page displays an onboarding checklist to support successful onboarding. You can either follow the steps in the checklist or select Connect from the menu sidebar.
   
   If you have previously configured Server-Side, Client-Side, or both, then the Connect option will not be available on the menu sidebar. To configure Server-Side signatures if the Connect option is not available, see how to configure Server-Side signatures after the initial onboarding.

   
   _{Select Connect from the menu sidebar.}

Configuring Server-Side signatures

NOTE: The dashboard will not be available if you have previously configured either Server-Side or Client-Side signatures or both the options. To configure Server-Side signatures if the dashboard is not available, see how to configure Server-Side signatures after the initial onboarding.

To configure Server-Side signatures:

1. Select Connect. Sign in to Microsoft 365 as a Global Administrator.
   

2. This displays a permissions request for Exclaimer to read your Azure AD data. Select Accept.
   
   
   _{Permissions request for Exclaimer to read Azure AD data.}

   NOTE: For a detailed list of all applications used by Exclaimer, see Exclaimer Microsoft 365 application permissions.
   
   

   The Authorization Successful message is displayed.
   
   Once Exclaimer is authorized to read user data from the Azure AD/Microsoft 365 directory to an Exclaimer Signatures database to apply to the email signatures, the synchronization process starts.
   

3. Select which members of your organization you wish to synchronize with Exclaimer:
   
   EITHER:
   
   Select Full (Recommended) to synchronize the contact details of all members of your organization with Exclaimer.
   
   OR
   
   Select Limited to synchronize a mail-enabled security group from the existing Azure AD groups.
   
   
   _{Select which members of your organization you wish to synchronize with Exclaimer.}
   
4. Select Continue.
   

5. Select which users to configure the mail routing for.

   EITHER:
   
   Select All users (Recommended) to configure the mail flow rule in Exchange Online with the condition "Sender is inside the organization".

   OR

   Select Group to configure the mail flow rule in Exchange Online with the condition "Sender is inside the organization" and "Sender is a member of the group".
   
   In the text box, enter a mail-enabled security group. The drop-down will provide suggestions as you type - select the group from the suggestions to add it. You must select a group from this list for it to be recognised.

   NOTE:
   - Only mail-enabled security groups are supported.
   
   - This feature allows IT Admins to sync only specific mail-enabled Azure AD groups with Exclaimer. Select this option if you do not wish to synchronize every user.

   
   _{Select which members of your organization you wish to alter the mail flow for.}
   
   

6. Select the copy icon to copy the code from the screen, then select Authorize.
   
   
   _{Copy the code, then select Authorize.}
   

7. Log in as a Global Administrator. This opens the Permissions requested window. Select Accept.
   
   
   _{Permissions request for Exclaimer to connect to Microsoft 365.}

   NOTE: For a detailed list of all applications used by Exclaimer, see Exclaimer Microsoft 365 application permissions.

8. In the Enter Code window, paste the code you copied previously, then select Next.
   
   
   _{Paste the code here.}
   
9. Select the required Microsoft account to connect to.
   
   
   _{Select Microsoft account.}
   

10. Confirm you are trying to sign in to Microsoft Exchange Online Remote Powershell. Select Continue to proceed.

    NOTE: Exclaimer uses PowerShell to add send and receive connectors, set up required mail flow rules, and add required IP addresses to the connection filter. No scripts are needed for users and this process cannot be manually configured. This process is completed automatically by selecting Continue.

    
    _{Confirm sign in to Microsoft Exchange Online Remote PowerShell.}
    

11. Wait for the configuration process to complete. The dashboard status displays In progress.
    
    
    _{Mail routing in progress.}
    
    After a successful onboarding, the dashboard status of the Server-Side configuration changes to Connected.
    
    
    _{Server-Side dashboard status: Connected.}
    
12. Select Re-connect to make changes to the onboarding settings.

Next steps: Remove the Exclaimer setup App from Microsoft Entra