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RouteBySender for Microsoft® Exchange 2007/2010

 
Updated: 1-June-2011
 
Purpose

Exchange 2007/2010 does not provide any option on the Send Connectors or Transport rules to set sender based routing. RouteBySender application allows you to route outgoing emails based on sender group membership or based on the sender's domain.

Typical scenario of usage

Let's assume that your Exchange 2007/2010 server has only one send connector "Internet Connector" using DNS for the address space *. All messages leaving the organization will use this connector. Let's further assume that you want to route messages from members of a certain group to a smarthost instead of using DNS. RouteBySender utility will help you to solve this problem.

The application is a transport agent for Exchange server.

Current version: 1.0.0.4
This version can work on Exchange 2007 SP 1 with Update rollup 4 or a later Service pack/Update rollup installed.
To check your Exchange version and Service pack/Update rollup number use the method described here.
If you get value less then 8.1.311.3, i.e. "Version 8.1 (Build 311.3)", you have to update your Exchange server.

Installation

On your Exchange 2007/2010 Hub Transport Server computer:

  1. Select (or create) a user account that is a member of the local Administrators, Domain Admins and Domain Users security groups.

  2. Log on locally as that user.

  3. Create C:\Program Files\RouteBySender\ directory.

  4. Download RouteBySender-Demo.zip archive file to C:\Program Files\RouteBySender\ directory and extract all files.

  5. Run RouteBySenderSetup.exe. Click Install button [1]. Make sure that RouteBySender is appeared in the list of Transport agents [2]. Click Enable button [3]. Make sure that Running mark is in the status line [4]. Click Exit button to close the program.

    RouteBySender installation picture 1

  6. Expand Organization Configuration and select Hub Transport > Send Connectors. In the action pane, click New Send Connector. The New SMTP Send Connector wizard will start. Place TESTROUTEBYSENDER to the Name: field. In the Select the intended use for this connector: field, select Custom. Click Next.

    RouteBySender installation picture 2

  7. Click Add or the drop-down arrow located next to Add and select SMTP Address Space. In the SMTP Address Space dialog box add TESTROUTEBYSENDER to the Address: field. Click OK. Click Next.

    RouteBySender installation picture 3

  8. On the Network settings page, select "Route all mail through the following smart hosts" radio button. Click Add. In the Add Smart Host dialog box, select IP Address or Fully qualified domain name (FQDN) to specify how to locate the smart host. Click OK. Click Next.

    RouteBySender installation picture 4

  9. Configure Smart host Authentication settings. Click Next. On the Source Server page execute the steps required to create association. Click Next. Click New to create the connector.

Testing

Let's assume that your default SMTP address is jdoe@domain.com.

  1. Run RouteBySenderSetup.exe. Click "Add" button in the second frame [1]. "RouteBySender setup - Add New rule" window will appear. Place domain.com to "If Sender E-mail domain is:" field [2]. Click Browse button [3]. "RouteBySender setup - Send Connectors" will appear. Select TESTROUTEBYSENDER from the "Send Connectors" list. Click OK to close the window. Make sure that the first field in "Use this Send Connector" frame is populated with TESTROUTEBYSENDER [4].

    RouteBySender testing picture 1

    Clik OK to save changes [5].

    RouteBySender testing picture 2

  2. Open Outlook and create a new e-mail message to any external address. Send this message. Make sure that messages is routed to smarthost associated with TESTROUTEBYSENDER Sender connector.

  3. Run the Exchange Management Console and navigate to Recipient Configuration > Distribution Group. Create a new distribution group named TestDistrGroup1 and add yourself into this group.

  4. Run RouteBySenderSetup.exe and clear all items in the second frame by clicking "Delete All" button [1]. Click "Add" button in the third frame [2].

    RouteBySender testing picture 3

    "RouteBySender setup - Add new rule" window will appear. Click Browse button in "If sender is a member of this group:" frame [1]. "RouteBySender setup - Add groups" will appear. Select TestDistrGroup1 from the list. Make sure you are a member if this group by clicking Members button. Click OK to close the window. Make sure that the one-row table in the first frame is now populated with TestDistrGroup1 data [2]. Now click Browse button in "Use this Send Connector:" frame [3]. "RouteBySender setup - Send Connectors" will appear. Select TESTROUTEBYSENDER from the "Send Connectors" list. Click OK to close the window. Make sure that the topmost field in "Use this Send Connector" frame is populated with TESTROUTEBYSENDER [4].

    RouteBySender testing picture 4

    Click OK to save changes [5].

    RouteBySender testing picture 5

  5. Open Outlook again and create a new e-mail message to any external address. Send this message. Make sure that messages is routed to smarthost associated with TESTROUTEBYSENDER Sender connector.

We have tested RouteBySender on Exchange 2007 64 bit SP2 with Update Rollup 3 (a single server that plays Hub Transport, Client Access and Mailbox roles) on Windows Server 2003 R2 Enterprise x64 Edition SP2.
The program also has been tested on Exchange 2010 SP1/SP2 on Windows Server 2008 Standard x64 Edition.

Limitations

RouteBySender utility can work on Exchange 2007 SP 1 with Update Rollup 4 or a later service pack/update rollup installed.

Uninstallation

Run RouteBySenderSetup.exe. Click Uninstall button. Make sure that RouteBySender is not in the list of Transport agents. Click Exit button to close the program.

About this demo version.

RouteBySender demo version adds "[RouteBySender DEMO]" to the Subject line of each message processed.

F.A.Q.

Q. I am having trouble getting the program to work. When I enable the transport agent, I get 1052 ans 16023 errors in Event Viewer and the Transport service will not stay running.
A. Exchange uses the Network Service account for the Transport Service credentials and it seems this account didn't get security permissions to RouteBySender program folder. Try to add Network Service account read permissions to that folder.

Q. I am about to purchase this product but I wondering regarding updates/patches. What are the policies regarding updates? Do you provide them freely or as a purchase?
A. As a registered user, you will get free updates for one year from the date of purchase.
Once the new version is ready, this information will be e-mailed to all registered users. We will send updates via e-mail to those who request them.

Q.  I have already ordered your software and want to view data relating to my order.
A.  Just visit our Customer Care Center.

Prices

Licensing policy: the product is licensed on a per-Exchange server basis.

Number of licensesIndividual price Your payments will be securely processed by Share-it Your payments will be securely processed by Avangate  Your payments will be securely processed by PayProGlobal  Купить за рубли
1-2EUR 200.00
USD 290.14
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From 3EUR 150.00
USD 217.60
Site licenseEUR 5000.00
USD 7253.50
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Enterprise license (including the source code)EUR 21000.00
USD 30464.70
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SEVERAL PRODUCTS
  

Site license covers a single organization in one location (building complex). If you purchase a site license, you may use the program in an unlimited number of your company's computers within this area.
Enterprise license covers all computers of single organization world-wide. If your company has many branches even with thousands of machines, Enterprise license covers them all.

Feel free to send us your comments and criticism.

Thank you,
Victor Ivanidze,
software developer.

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