Configure Connectors for Templafy-Hosted Email Signature Server

About this article

In this article we will be creating and configuring connectors to route e-mails through the Templafy Email Signature Server in the Exchange Online Admin Center.

• Create the Inbound Connector
• Create the Outbound Connector

Prerequisites

Tenant Steps

1. Create the Inbound Connector

• Navigate to https://admin.microsoft.com/ in the web browser of your choice. Or go directly to https://admin.exchange.microsoft.com/

• Click Show all

• Click Exchange

• Click Mail flow and then Connectors

• Click [+ Add a connector]

• New connector

  • The Connection from option should be set to the 'Your organization's email server' setting.
  • The Connection to option will remain on the 'Office 365' setting.
  • Click [Next]

     

• Connector name

  • Enter a name for the connector: templafy-ess-inbound-cert

  • Under "What do you want to do after connector is saved?", enable/select the Retain internal Exchange email headers checkbox; both boxes should be enabled.
  • Click [Next]

• Authenticating sent email

  • Choose the, defaulted, 'By verifying that the subject name on the certificate...' option.

  • The subject name for Templafy-hosted ESS will be: [tenant-name].templafy-ess.com (replace the `[tenant-name]` with the unique name of the Templafy tenant in production.)

    Add the Templafy managed DNS SPF entry to the DNS records for each sending domain. To ensure the Email Signature Server is identified as authorized to process mail for your domains it is important to add the Templafy-managed DNS entry for your cluster region., [essprod0|essaue0|essuse0].templafy-ess.com, to the DNS SPF record for each domain that may be sending emails through the Templafy Email Signature Server for processing. nslookup -type=txt templafy.com An example (SPF Record): v=spf1 include:essprod0.templafy-ess.com -all SPF entry Configuration, Setup, and Verification.

  • Click [Next]

     

• Review connector

  • Click [Create connector]

     

2. Create the Outbound Connector

• Click [+ Add a connector]

• New connector

  • The Connection from option should be set to the 'Office 365' setting.
  • The Connection to option should remain on the default 'Your organization's email server' setting.
  • Click [Next]

     

• Connector name

  • Enter a name for the connector: templafy-ess-outbound-cert
  • Under "What do you want to do after connector is saved?", enable/select the Retain internal Exchange email headers checkbox; both boxes should be enabled.
  • Click [Next]

     

• Use of connector

  • Choose the 'Only when I have a transport rule set up that redirects messages to this connector' option.

  • Click [Next]

     

• Routing

  • Specify a smart host name (public cluster hostname)
  • For Templafy-hosted ESS this is: [tenant-name].templafy-ess.com
    (replace `[tenant-name]` above with the unique name of the Templafy tenant in production.)
  • Click the [+] sign.

  • Click [Next]

     

• Security restrictions

  • Choose the 'Issued by a trusted certificate authority (CA)' option
  • Enable/Select the 'Add the subject name or subject alternative name (SAN) matches this domain:' checkbox.
  • Enter hostname [tenant-name].templafy-ess.com the same as above.
  • Click [Next]

     

• Validation email

  Outbound connector validation is REQUIRED for Microsoft Exchange (through Exchange Online Protection) to trust the connectors.

  • Provide an email address from inside of your domain.

  • Click [+]

  • Click [Validate]

  • There will be a three-step validation progress bar. This will take one to two minutes to complete.

  If the second step of the test fails. Check if other connectors are already configured that could be intercepting the incoming validation email. Add an Exception for the built-in senderO365ConnectorValidation@<yourrdomain.tld> to this other connector's mail flow rule.   If the connector had previously been saved in a failed validation state. Open the connector and at the bottom of the pane click [Validate this connector]. Repeat the validation process as described above.

   

• Click [Save] 

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