Onboarding Exclaimer for Server-Side (Microsoft 365)

Configuring Server-Side signatures

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 Entra ID (formerly Azure AD) data. Select Accept.
   
   
   _{Permissions request for Exclaimer to read Azure AD data.}

   The Authorization Successful message is displayed.
   
   Once Exclaimer is authorized to read user data from the Entra ID/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 Entra 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.

   
   _{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.}

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.

    
    _{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.