Overview

The following steps will assist you with connecting your Office 365 environment to Crossware Mail Signature.
You will need Administrator access to complete these tasks.

There are 3 main steps:
1. Create two groups in the Directory
2. Create two Exchange Online Connectors
3. Create one Exchange Online Transport Rule

Step 1 - Create Groups

Log into your Office 365 Admin Portal using your Office 365 login credentials. You can access this at https://admin.microsoft.com

You will be creating two groups:
One of type Distribution List with the name CrosswareMailSignatureUsers
(Email for users in this group will be sent to Crossware Mail Signature for processing)

One of type Security with the name CrosswareMailSignatureAdmins
(Users in this group will be able to configure Crossware Mail Signature)

See the following screenshots


Create CrosswareMailSignatureUsers group



Create CrosswareMailSignatureAdmins group



Step 2 - Create Connectors

Log into your Office 365 Exchange Admin Center using your Office 365 login credentials. You can access this at https://outlook.office365.com/ecp

Click on mail flow in the left navigator then on connectors at the top

You will be creating two connectors:
One in bound connector called CrosswareInboundConnector
One out bound connector called CrosswareOutboundConnector



Create CrosswareInboundConnector



Select
From: Your organization's email server
To: Office 365



You need to enter the following text:
Connector Name: CrosswareInboundConnector
Certificate Name: *.crossware.co.nz







Create CrosswareOutboundConnector



Select
From: Office 365
To: Your organization's email server



You need to enter the following text:
Connector Name: CrosswareOutboundConnector





Click on the “+” to add the smart host name.



Enter the smarthost name for your region as per the below list:
(Copy and Paste one of these into the add smart host field)

Smart Host Details:
Australia: mstrafficsmtp-aus.crossware.co.nz
Canada: mstrafficsmtp-can.crossware.co.nz
United States: mstrafficsmtp-usa.crossware.co.nz
France: mstrafficsmtp-france.crossware.co.nz
Europe: mstrafficsmtp-europe.crossware.co.nz



You need to enter the following text:
Certificate Name: *.crossware.co.nz



Next you will need to validate the connection using an external email address NOT part of your Office 365 environment e.g. gmail, hotmail, yahoo etc









Step 3 - Create Transport Rule

You will be creating one Transport Rule called CrosswareTransportRule
This transport rule will loop the email through Crossware Mail Signature for processing.



Enter the Rule Name: CrosswareTransportRule
IMPORTANT: 
Before continuing click on More options to show additional settings.



Under *Apply this rule if.... select The sender is a member of... and select the group CrosswareMailSignatureUsers (as created in previous steps)



Under *Do the following... select Redirect the message to... and then the following connector.



Select the Connector CrosswareOutboundConnector (as created in previous steps)



Under Except if... select A message header... > includes any of these words

Next click on *Enter text... and enter the following text in the specify header name box:
x-cwesigprocessed (Please enter this exactly as shown)

Then click on *Enter words... and enter the following text the specify word or phrase box:
(Please enter this exactly as shown)



The screen should now look like the following:



Ensure Match sender address in message: is set to Envelope 



Click Save

Congratulations! You have completed your setup.

You can now log back into the Crossware Mail Signature Portal to configure your email Signatures
https://portal.crossware365.com