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Getting Started with Exchange Custom Sender

System Requirements

Before running the installer, ensure these pre-requisites are installed and you are using a compatible operating system.

Exchange Custom Sender for Exchange 2013/2016

  • Microsoft .NET Framework 4.0
    If you have installed the .NET Framework 4.5, you already have the required components for the .NET Framework 4.0. This should already be installed as part of Exchange 2013. After installing the .NET Framework, we strongly recommend running Windows Update and installing the latest Important and Optional updates.
  • Microsoft Exchange Server 2013 Mailbox Role
    Exchange Custom Sender is installed on each Exchange server. Multi-Role Exchange Servers are recommended.
  • Microsoft Exchange Cumulative Updates
    CU14 for Exchange 2013 is recommended
    CU3 for Exchange 2016 is recommended
  • Windows Server 2008 R2 SP1 or Windows Server 2012

Exchange Custom Sender for Exchange 2010

  • Microsoft .NET Framework 4.0
    After installing the .NET Framework, we strongly recommend running Windows Update and installing the latest Important and Optional updates.
  • Microsoft .NET Framework 3.5
    Exchange Custom Sender for Exchange 2010 additionally requires the .NET Framework 3.5 in addition to 4.0. This should already be installed as part of Exchange 2010. After installing the .NET Framework, we strongly recommend running Windows Update and installing the latest Important and Optional updates.
  • Microsoft Exchange Server 2010 with Edge Transport or Hub Transport Role
    Service Pack 3 is recommended for Exchange 2010. Multi-Role Exchange Servers are recommended.
  • Windows Server 2008 SP2 (x64 only) or Windows Server 2008 R2 SP1

Exchange Custom Sender for Exchange 2007

  • Microsoft Exchange Server 2007 with Edge Transport or Hub Transport Role
    A minimum of Exchange 2007 SP1 Rollup 4 is required if using Exchange 2007. Earlier versions of Exchange 2007 have a bug which prevents address rewriting from working correctly.

Exchange Custom Sender Outlook Add-in for Outlook 2013/2016

Most users should use the 32-bit (x86) version, even on a 64-bit operating system. The x64 version is only for the 64-bit version of Office. Most environments use the 32-bit version of Office.

Exchange Custom Sender Outlook Add-in for Outlook 2010

Most users should use the 32-bit (x86) version, even on a 64-bit operating system. The x64 version is only for the 64-bit version of Office. Most environments use the 32-bit version of Office.

Multiple Versions

Installing more than one version on the same machine is not supported. If you have multiple versions of Office installed (not recommended), install the Outlook 2013 version only. If you have both the 32-bit and 64-bit versions of Office installed (which is also not supported), install only the x64 version.

Except as above, install only the version which matches the version of Exchange or Outlook which is installed. Installing mismatching versions is unsupported and is likely to cause unpredictable behaviour.

If the wrong version or multiple versions are installed in error, uninstall all versions and reboot the system before re-installing the correct version.

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Installing the Exchange Agent

Installing or uninstalling the Exchange Agent will restart the Microsoft Exchange Transport service.

Download the appropriate version for the version of Exchange you are using. In an Exchange 2013 environment, we recommend installing the agent on all Exchange servers. In an Exchange 2010 environment, if you have an Edge Transport server, the Exchange Agent for Exchange Custom Sender must be installed on the Edge Transport server. If your environment does not have an Edge Transport server, install the Exchange Agent on each Hub Transport server.

Run the installer on the appropriate servers by clicking through the wizard. There are no installation options other than the destination folder.

Exchange Custom Sender Exchange Agent Setup

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Configuring Exchange Agent Licenses

There are two types of licenses required for Exchange Custom Sender:

  • Server License
    Each Exchange server with Exchange Custom Sender installed must have a server license.
  • User License
    Each user who sends email using Exchange Custom Sender must have a user license. User licenses need to be installed on each Exchange server with the Exchange Agent installed, but if the same user sends email through multiple servers, only one license is required.

The 30-day trial version of Exchange Custom Sender works for 10 users. It may be installed on as many servers as is necessary for testing in your Exchange environment. If you are using the trial version, no further configuration is required. However, you can use the License Manager tool to check how many days are remaining in your trial.

License Manager Start Menu Shortcut

All licenses are installed by using the License Manager tool, which is installed as a shortcut on the Start menu.

License Manager User Licenses

The first step is to install the server license. Click the Activate button and enter your activation code.

Enter Activation Code

Your activation code can be obtained by logging into Client Services using the same account you used to purchase the license. After logging in, click Product Licenses and the Activate License link in the list of available licenses.

Client Services Product Licenses

Once the server license has been installed, the user license codes can be added. The user license codes are tied to the fully-qualified Active Directory domain name of the Exchange server. The same user license codes can be entered on other servers in your Exchange environment as long as they are joined to the same domain.

If you rename your Active Directory Domain in the future, contact Technical Support for assistance in migrating your licenses.

All user licenses are managed on the server. The Outlook add-in does not require a license code.

To assist with managing the licenses, especially if not all users in your Exchange environment need to send using Exchange Custom Sender, the License Manager tool allows you to assign licenses to users. The first time a user tries to send a message using Exchange Custom Sender, they will be automatically added to the list of Licensed Users, if there are any unassigned user licenses. This will reserve a license for that user.

You can also manually add or remove users from the Licensed Users list, using the User Assignment tab. The list of Excluded Users allows you to prevent a specific user from being automatically added, even if there are unassigned user licenses.

If an unlicensed user attempts to send a message with Exchange Custom Sender, their message will still be sent, but the from address of the message will be unchanged from their default e-mail address.

License Manager User Assignment

The Microsoft Exchange Transport Service needs to be restarted for license changes to take effect. When you close the License Manager tool you will be prompted to restart the Microsoft Exchange Transport Service.

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Verifying the Exchange Agent Installation

To verify that the Exchange Agent has been installed successfully, open the Exchange Management Shell and execute the command
Get-TransportAgent
. Verify that the QSS Exchange Custom Sender agent is shown in the list and is enabled.

Exchange Management Shell Transport Agents

If the transport agent is not installed, re-run the InstallExchangeAgent.ps1 PowerShell script which is installed in the %ProgramFiles%\Quantum Software Solutions\Exchange Custom Sender Exchange Agent folder by default.

You can also run the commands shown below to manually install the Exchange Agent. If you installed to a non-default directory, be sure to insert the correct folder path inside the quotes on the first line.

cd "$env:ProgramFiles\Quantum Software Solutions\Exchange Custom Sender Exchange Agent"

Install-TransportAgent -Name "QSS Exchange Custom Sender" -TransportAgentFactory "QSS.ExchangeCustomSender.ExchangeAgent.CustomSenderAgentFactory" -AssemblyPath "QSS.ExchangeCustomSender.ExchangeAgent.dll"

Enable-TransportAgent -Identity "QSS Exchange Custom Sender"

Restart-Service MsExchangeTransport

If you install the transport agent manually, you also need to make sure that the NETWORK SERVICE account has write access to the
%ProgramData%\Quantum Software Solutions folder.

If you have other Transport Agents installed on the Exchange server, it may be necessary to adjust the priority of the QSS Exchange Custom Sender agent. By default it is installed with the lowest priority. We recommend sending a test message to verify if adjusting the priority is necessary in this case. If it is unsuccessful, try increasing the priority by setting it to a lower number, so that it appears immediately after the built-in Exchange Transport Agents which are shown above. You can use the following command to set the priority of the Exchange Agent:

Set-TransportAgent -Identity "QSS Exchange Custom Sender" -Priority 5

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Configuring User Email Addresses in Exchange 2013

To configure user email addresses in Exchange 2013, log into the Exchange Admin Center and select Recipients. Select Mailboxes at the top and double-click the mailbox to modify the email addresses.

Exchange 2013 Admin Center Mailboxes

In the mailbox details, select email address on the left. The list on the right shows all of the email addresses assigned to the user. The SMTP addresses in this list represent all of the addresses which the user will be able to send as using Exchange Custom Sender. Use the plus button to add a new SMTP address.

The default address is the one highlighted in bold, which also has the letters SMTP in capitals.

Exchange 2013 Mailbox Email Addresses

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Configuring User Email Addresses in Exchange 2010/2007

To configure user email addresses in Exchange 2010 or 2007, open the Exchange Management Console. Expand the left-hand navigation tree to Microsoft Exchange On-Premises, Organization Configuration, Recipient Configuration and select Mailbox.

Double-click the mailbox to modify the email addresses.

Exchange 2010 Mailboxes

Click the Email Addresses tab. The list of email addresses under the heading SMTP shows all of the addresses which the user will be able to send as using Exchange Custom Sender. Use the Add button to add a new SMTP address.

The default address is the one shown in bold. 

Exchange 2010 Mailbox Email Addresses

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Installing the Outlook Add-in

Download the appropriate version for the version of Outlook you are using. Remember that even on a 64-bit platform, the 32-bit version of Office is normally used. The x64 version should only be used with the 64-bit version of Office. With a 32-bit version of Office on a 64-bit operating system, use the x86 version.

Ensure that Outlook is completely closed with the notification area icon not visible, before proceeding.

Run the installer by clicking through the wizard. There are no installation options other than the destination folder.

Outlook Add-in Setup Welcome

One the setup has completed successfully, restart Outlook and open a new mail message. If the add-in has loaded successfully, the new section on the ribbon named Exchange Custom Sender could be displayed.

The From Address button displays a drop-down menu of the addresses available to the user.

Outlook 2013 Add-in From Address Menu

Outlook 2013 Add-in

The Options Dialog additionally allows the Default From address to be set by the user (Note: this does not override the setting on the mailbox in Active Directory / Exchange and applies to Outlook only), and a different signature to be associated with each address. The Logging tab is for troubleshooting use if you need to contact Technical Support.

Outlook 2013 Add-in Options

If the Outlook Add-in is not displayed on the ribbon of a new mail message, open the Outlook Options dialog by selecting File, Options.

Verify that the add-in QSS Exchange Custom Sender Outlook Add-in is shown in the list under Active Application Add-ins. If it is shown under Inactive Application Add-ins, select COM Add-ins in the Manage list at the bottom of the dialog and click the Go button.

Outlook 2013 Add-ins

Make sure there is a tick beside the add-in in the COM Add-ins dialog.

Outlook 2013 COM Add-ins

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