Below are some important things to consider when running a strategy based on information generated from the backtest/optimizer.
This is not a fault with the software specifically, but the results do tend to present an optimistic result (there are some options that you can use to change this, see below). By setting the priority of each transport rule, you can ensure that they will be joined together in the correct order.When using the backtest/optimizer it is important to understand that it is not able to replicate exactly what will happen in a real world environment. For example, one rule could include generic name and contact details, followed by another section with a departmental marketing line, followed by a global disclaimer message.
Chaining email signatures ^įinally, as you build your signature system up for your organization – it may help to be aware that you can create multiple transport rules that build up your signature and disclaimer in chunks. It’s also worth noting that a bug in pre SP1 meant that when Exchange converted HTML messages to text only, the signature ended up with and tags at the start of it. It’s always a good idea to check what the converted version looks like – especially if you’ve used a lot of HTML. If you’re sending a text only email (Many mobile devices will send these out – including iPhones and Blackberries), Exchange will have to convert your signature to a text only format. You could get more creative with the HTML in the signature, inserting company logos, or creating tables. Now when a mail matching our criteria is processed by Exchange, it should have our name added in bold, along with our phone number. We will also need to add some very basic HTML to format the signature:
Unfortunately not all AD attributes will work, but there are a number of useful ones available, the full list is provided on Microsoft TechNet.įor our next signature, go back and edit the previous transport rule you created, and edit the disclaimer text to include some dynamic attributes. The best aspect of adding signatures via Exchange transport rules is the fact that certain attributes from Active Directory can be dynamically inserted into the signatures – just insert the attribute name into the disclaimer text in the transport rule, with ‘%%’ on either side of the attribute name (e.g. At this stage, if you send an email that matches the criteria in step 1 of the wizard, you should see your signature applied. Once you’ve added this exclusion rule, the wizard will confirm your choices, and then create the transport rule. Due to this fact, I always add an exclusion rule, for any email with ‘FW:’ or ‘RE:’ in the subject, in order to prevent a build up of signatures right at the end of an email conversation, which could confuse people. If you want to have a signature at the end of each reply, you will need to look into 3 rd party solutions. In step two of the transport rule wizard, you will need to chose the ‘append disclaimer text’ action, and then enter your text by clicking the appropriate hyperlink in the bottom pane of the wizard.īefore we move on to step 3 of the wizard, you should be aware that signatures and disclaimers can only be appended to the absolute end of emails. Have a look through the options available to you in step 1, they are quite flexible with who the rules can be applied to. In your first instance, it’s probably a good idea just to apply it to yourself to test with, later you can apply the rule to other individuals, distribution groups etc.
The Transport Rule wizard should then start, you’ll need to provide a name for your rule, and then select which user or group of users this rule should apply to. To get started with a basic signature, open the Exchange Management Console, and navigate to: ‘Organization Configuration’ > ‘Hub Transport’, then select the ‘Transport Rules’ tab, finally click the ‘New Transport Rule’ link in the actions pane on the right.