Page 1 Administrator Guide FaxPress 5.1...
Page 2 (ii) the names of Sam Leffler and Silicon Graphics may not be used in any ad- vertising or publicity relating to the software without the specific, prior written permission of Sam Leffler and Silicon Graphics.
Page 3: Table Of Contents
Technical Support ........7...
Page 4 Configuring the FaxPress ........
Page 5 Sending a Test Fax ......... 107 Fax Confirmation ........110 About the Outgoing Fax Queue and Fax Status .
Page 6 Configuring Fax Approval ........198...
Page 7 Recycled Users ........213...
Page 8 Modifying Font Style and Size with the Header.cfg File ..290 Bates Numbering ........291 Imprint Header Keywords .
Page 9 Requirements ........369...
Page 10 Requirements ........463...
Page 11 32-Bit ODBC Data Sources ........499...
Page 12 Admin Guide > Table of Contents...
Page 13: Introducing The Faxpress
FaxPress Administrator Guide Introducing the FaxPress...
Page 14: Introducing The Faxpress
The FaxPress server’s powerful and flexible software development kit (SDK) provides tools to develop custom fax applications, while the drop directory and drop fax service offer a convenient way to implement production faxing. Captaris also provides a wide variety of connectors that allow the FaxPress server to work with various e-mail, MFP and office suite ®...
Page 15 The FaxPress client software sets new standards for administrative efficiency and convenience, as well as end user features and fax transmission options. FaxPress provides users with tools for sending and receiving faxes, adding and deleting users, setting user properties, configuring FaxPress server settings, managing job queues, as well as creating and accessing phone books and cover pages.
Page 16: Faxpress Hardware Features
Drop directories are defined in any sharable folders on the network accessible to the FaxPress. Drag & Drop Fax Routing The drag & drop fax routing feature allows users with Router privileges to route inbound faxes right to users’ FaxPress mailboxes with a single mouse click.
Page 17 19 (with mounting brackets) 17" (w/o mounting brackets) Depth 17.3 Weight 22.22 lbs (with one modem board) – 23.74 lbs (with four modem boards) Fax data compression Modified Huffman (MH), Modified Read (MR), and Modified Mod- ified Read (MMR) Fax Connection...
Page 18: Electronic Documentation
MSI Installation File Web Client Printer Driver Documentation Captaris offers both electronic and printed versions of the FaxPress documentation. Electronic Documentation Electronic versions of the FaxPress QuickStart Guide, Administrator Guide, User Guide, Email Gateways Guide and additional documentation are accessible from FaxPress, by clicking the Latest Manual icon.
Page 19: Technical Support
To qualify for tech support, your FaxPress must be registered with Captaris. Visit the Captaris Technical Support web site for more information. Technical support is available by phone from 5 a.m. to 5 p.m. Pacific Standard Time (PST). Phone: +1(520) 320-7070...
Page 20: Setting Up The Faxpress Server
FaxPress Administrator Guide Setting Up the FaxPress Server...
Page 21: Setting Up The Faxpress Server
RJ-14 connector on the fax modem board. Each RJ-14 uses one of the provided external split cables with a RJ-11 plug at each of the two split ends to connect to two phone lines. If the FaxPress is connected behind a PBX and automatic inbound fax routing will be implemented, you’ll need to know the input string of DTMF digits from the PBX to the...
Page 22: Optional Setup Procedures
(See Backup & Restore on page 222.) Captaris cannot take responsibility for any data lost should unexpected system problems occur. Optional Setup Procedures After the FaxPress is up and running, you may decide to implement the following optional features: The FaxPress Archive. (See Activating the Archive Service on page 369.) The FaxPress Email Gateway.
Page 23: Package Contents
The FaxPress server requires the same kind of standard antivirus protection and security measures used with the other servers on your network. Captaris strongly recommends that all data files be scanned for possible viruses before being sent to FaxPress for file conversion and fax transmission.
Page 24 The company policy for hot fixes should also apply to the FaxPress. Be aware, however, that some hot fixes may be incompatible with normal FaxPress function on a case by case basis. For example, some security hot fixes may disable network ports needed by the FaxPress, or change the system Print spooler to a setting other than autostart.
Page 25: Backward Compatibility
Admin Guide > Setting Up the FaxPress Server Service Pack, but the Service Pack it ships with may still be behind the most current Microsoft Service Pack release. Backward Compatibility With some restrictions, the FaxPress server and client software is compatible with earlier versions of the FaxPress client software.
Page 26: File Conversion Service
Microsoft Office suite, Adobe Acrobat etc, onto the FaxPress. If the application associated with the file type does not exist on the FaxPress, the attached file will not be faxed and a file conversion error will be generated for that particular job. Applications can be installed either by attaching a monitor, mouse, and keyboard directly to the FaxPress, or by using Remote Desktop.
Page 27 Admin Guide > File Conversion Service unexpected fax output or file conversion errors may occur. Users should NOT submit "non- convertible" source files (i.e., .exe, .bin, etc.) to the FaxPress server. Instead of generating garbage fax output, FaxPress will reject the file and generate a file conversion...
Page 28: Changing The Faxpress Server's Ip Address
Changing the FaxPress Server’s IP Address The FaxPress’s IP address can be set or changed five ways: by attaching a monitor, mouse, and keyboard directly to the FaxPress, logging in as administrator with password faxpress, all lower case, and then setting the IP address the same way you’d change a Windows 2000 workstation’s IP address.
Page 29: Changing The Faxpress Serial Number To A Name
The default FaxPress name is the serial number displayed in the LCD window on the front of the unit. You may decide to give the FaxPress a name rather than using the default serial number to more easily identify the FaxPress on the network.
Page 30: Powering On The Faxpress Server
Powering on the FaxPress Server Once you’ve connected the FaxPress to your network and plugged the power cable into the power source, power on the FaxPress by using the power switch located on the front of the unit. Once powered on, the FaxPress’s serial number will be displayed on the FaxPress’s front panel LCD window.
Page 31: Using Remote Desktop
Embedded Windows operating system from any other network workstation with Remote Desktop installed. The Remote Desktop feature is installed by default on Windows XP and Vista, and is optional on other Windows operating systems. See your Microsoft documentation for information on using Remote Desktop.
Page 32: Installing The Client
FaxPress Administrator Guide Installing the Client...
Page 33: Installing The Captaris Faxpress Client
FaxPress Administrator client FaxPress User client Both the Administrator client and the User client provide the same FaxPress interface, but the Administrator client also includes two additional administration tools, the Import Microsoft Exchange Users utility (see Importing Microsoft Exchange Users on page 178)and the FaxPress Migration Wizard ( Importing Users with the Migration Wizard on page 167.)
Page 34: Creating A Remote Installation
SMS or Zen Works. If you are going to place it on a network drive or shared drive, have the drive parameters available before initiating the installation process.
Page 35 Click Browse to specify one. Choose either a network path or a shared directory for the remote client installation. Make sure that all your end users have the network or shared drive mapped to the same drive letter.
Page 36 Admin Guide > Creating a Remote Installation Click Next>. This information window informs you of the requirements for the second part of the remote installation process.
Page 37 Admin Guide > Creating a Remote Installation Next, follow the Administrator client installation: step on page 36 through step on page 39. At the end be sure to select Yes, I want to reboot the user’s workstation. FaxPress Administrator Guide...
Page 38: Deploying Msi Packages With Group Policy
If the program is assigned to a computer, it is installed when the computer starts and is available to all users that log in to the computer. When a user first runs the program, the installation is finalized.
Page 39 Log in as a Domain Administrator and open the Group Policy Management Console. Note: The Group Policy Management Console can be installed on Windows Server 2003 or Windows XP Service Pack 1, and is available for download from the Microsoft website.
Page 40 Admin Guide > Deploying MSI Packages with Group Policy Click on the new GPO and remove the default entry Authenticated Users in the Security Filtering section. Add the desired users, groups, and/or computers. Open the Group Policy Management Editor by right-clicking the Group Policy...
Page 41 Click and expand Software Settings. Right-click Software Installation, then select New>Package... 10. Verify that the Source column shows a valid UNC path to the MSI package. 11. MSI installation is now ready for deployment. User workstations will deploy based on whether an Assigned or Published MSI installation was selected. To force a...
Page 42 For Published installations, systems will get the update to the Group Policy and advertise the MSI in the Add/Remove Programs dialog box for users to install. Updates to a Group Policy can take up to 30 to 60 minutes, depending on the size of the Active Directory organization and complexity.
Page 43 Admin Guide > Deploying MSI Packages with Group Policy Click OK on the Add Upgrade Package dialog box and again on the Properties dialog box for this new package. 10. MSI installation is ready for deployment. User workstations will deploy based on whether an Assigned or Published MSI installation was chosen.
Page 44 Prompt and type gpupdate /force on Windows XP/2003 or secedit / refreshpolicy on Windows 2000, and restart the system. 11. As the system restarts, the previous installation of the MSI package will be removed and the new MSI package will be installed. The progress, as shown below,...
Page 45: Installing The Faxpress Administrator Client
Place the FaxPress CD in the workstation’s CD-ROM drive. If Autorun is enabled, the setup will launch automatically. If Autorun is not enabled, browse the CD and run Autorun.exe. If you are re-installing the FaxPress software, the FaxPress Setup will require you to uninstall the existing FaxPress Client.
Page 46 Admin Guide > Installing the FaxPress Administrator Client The Welcome screen requires you to click Next>.
Page 47 Admin Guide > Installing the FaxPress Administrator Client Select the Administrator Installation button. To install the Administrator Client, click Install FaxPress Client for Administrators. FaxPress Administrator Guide...
Page 48 Admin Guide > Installing the FaxPress Administrator Client The Destination Path screen requires you to approve the default installation directory, or Browse to a new one. Press Next> once the default installation directory has been selected.
Page 49 Specify the personal folders directory on your local drive or on a network drive if you want to share those folders with other users. Change the location of your personal folders at any time through the Personal Preferences Options in FaxPress.
Page 50 Admin Guide > Installing the FaxPress Administrator Client Select Program Folder screen displays the default program folder for the client files. Click Next>.
Page 51 Admin Guide > Installing the FaxPress Administrator Client 10. If you’re running Crystal Report, first make sure the version you’re using is compatible with the FaxPress Crystal Report version, then click Yes. If your version of Crystal Report is not compatible with the FaxPress version, click No. If Crystal Report is not installed, click Yes to install and use FaxPress Fax Report.
Page 52 Admin Guide > Installing the FaxPress Administrator Client...
Page 53: Installing The Faxpress User Client
Server. Check with your network administrator before continuing manual installation of the FaxPress client. This section describes how to install the FaxPress User client. Before you can use the FaxPress client, the FaxPress server must first be operational. Contact your administrator to make sure a FaxPress server is operational and present on your network segment.
Page 54 Admin Guide > Installing the FaxPress User Client If you are re-installing the FaxPress software, the FaxPress Setup will require you to uninstall the existing FaxPress client. Or, you can choose to install a FaxPress Email Gateway at this time.
Page 55 Admin Guide > Installing the FaxPress User Client The Welcome screen requires you to click Next>. FaxPress Administrator Guide...
Page 56 Admin Guide > Installing the FaxPress User Client Select User Installation. In the Destination Path screen, click Next> to approve the default installation directory or Browse to specify a new one.
Page 57 Click Next> to use the default local drive location, or click Browse to specify a network drive to share the folder with other users. After you’ve installed the client, you can change the location of the personal folders from FaxPress.
Page 58 Admin Guide > Installing the FaxPress User Client The Select Program Folder screen displays the default program folder for the client files. Click Next> or select a new folder.
Page 59 FaxPress Crystal Report version, then click Yes. If your version of Crystal Report is not compatible with the FaxPress version, click No. If Crystal Report is not installed, click Yes to install and use FaxPress Fax Report.
Page 60 Admin Guide > Installing the FaxPress User Client...
Page 61: Installing The Client On Windows Terminal Server
About Citrix MetaFrame The Citrix MetaFrame add-on package is installed after your NT or 2000 server has the terminal server option enabled. The Citrix MetaFrame application provides Microsoft’s Windows Terminal Server with additional server and client functionality by allowing any client, no matter what operating system, to connect to a Windows Terminal Server and run a Windows application through their browser.
Page 62: Citrix Standard And Non-Standard Published Apps
These include custom applications for DOS, Unix, AS/400 running accounting, financial and payroll systems that must print to a DOS printer. You can request a 30-day evaluation of any FaxPress unit together with an easy-to-use software developer kit (SDK) to try incorporating fax capabilities into non-standard, custom applications.
Page 63: Running The Faxpress Client Setup On Terminal Server
FaxPress client software in a Windows Terminal Server environment requires you to install just one copy of the FaxPress client for Windows Terminal Server on the Terminal Server itself. The FaxPress client features then become accessible to all users on the network.
Page 64 For the Terminal Server to be in install mode and for the required compatibility scripts to run during setup, you will have to exit out of the FaxPress setup, and install the FaxPress client from the Windows Add/Remove Programs Control Panel.
Page 65 11. In the Destination path screen, confirm the Destination Folder is Drive letter:\Program Files\Captaris\FaxPress where Drive letter is the NT Terminal Server root directory. Make sure the Captaris files are copied to the WinNT root drive only. Do not copy the Captaris files to any other mapped directory. Click Next>...
Page 66 Note: Refer to the FaxPress Email Gateways Guide on page 1 for information on Outlook Direct fax addressing requirements. 20. In the Setup Complete window, select No, I will restart my computer later, then click Finish to exit the FaxPress Setup Wizard and return to Microsoft’s Installation Program to complete the setup.
Page 67 The daemon is provided with concurrency issue handling; it internally ensures that only one copy of it is active. Application open and close order is irrelevant; if the app with the currently active daemon is closed, one of the other daemons is awakened and becomes active.
Page 68 Note: Login is automatic and occurs when you open the mail client. If the transport can’t log onto the server, you will be notified only after you try to send a fax. Use the Verify Login button to confirm login.
Page 69 13. Close all programs and reboot the Terminal Server. After rebooting, have all the users log in and send test faxes to confirm the setup’s success. Also, make sure any shared resources, such as network drives or printers, are set up for each user before using FaxPress.
Page 70: Uninstalling The Captaris Faxpress Client
The Captaris FaxPress Setup includes a FaxPress client uninstall feature. This feature will only appear as an option when the FaxPress Setup detects an existing installation of the FaxPress client. If you’re running a fresh install of the FaxPress client, the uninstall screens will not appear.
Page 71 Admin Guide > Uninstalling the Captaris FaxPress Client Click OK. Choose the kind of uninstallation you require. There are two FaxPress client uninstallation options: partial and complete. The partial uninstallation removes the client files, but retains all Personal Folders contents, user settings, and FaxPress registry settings.
Page 72 Admin Guide > Uninstalling the Captaris FaxPress Client...
Page 73: International (Non-English) Character Support
This means that FaxPress users can create and send fax cover pages with international characters, as well as send email with international characters in the email message body to both fax and email recipients.
Page 74: Faxpress Introduction
FaxPress Administrator Guide FaxPress Introduction...
Page 75: Faxpress Introduction
Contacts, Personal Folders, Administration, Archive, All Folders. When accessed initially by the Administrator, FaxPress opens by default to the Mailbox view. To access the different folder views, use the row of icons located at the bottom of the FaxPress window.
Page 76 Admin Guide > FaxPress Introduction Expanding the FaxPress window vertically will relocate the icons vertically. FaxPress Administrator Guide...
Page 77 Note: The FaxPress Archive must first be configured to be operational. Refer to Archiving Faxes on page 370 for more information. The All Folders view, selected by clicking the All Folders icon, displays all the content of all of the folders in tree structure layout, and also includes the FaxPress Neighborhood.
Page 78 Admin Guide > FaxPress Introduction Note: If you are on a Novell network, all FaxPress servers are displayed, rather than just those FaxPress servers on the same TCP/IP segment. The Administration view provides access to FaxPress features, services and administrative functions.
Page 79: Starting Faxpress And Logging In To The Faxpress Client
Administrator privileges. Starting FaxPress and Logging In to the FaxPress Client To start FaxPress, follow these steps: Log in as Administrator, or as a user assigned Administrator rights, by going to on a workstation with the FaxPress Start>Programs>FaxPress>FaxPress client for Administrators installed.
Page 80 Configuring the Administrator Account on page 91 for information on resetting the password. If this is the first time you’ve opened FaxPress, you will be prompted to activate your FaxPress software. Enter your FaxPress Activation key code and click Enable, or select Obtain Key from Web to get your activation key.
Page 81: Accessing Additional Faxpress Servers
Admin Guide > FaxPress Introduction Note: For more info on logging into a FaxPress located on a different network segment, see FaxPress Introduction on page 1 Accessing Additional FaxPress Servers Once you’ve started FaxPress and logged into one FaxPress server, the other FaxPress servers on the network are easily accessed two different ways.
Page 82 From any of the folder views, you can use the FaxPress server icon to select and log in to any of the FaxPress servers on the network. Once logged in, you can use the server icon to move easily from server to server.
Page 83 Admin Guide > FaxPress Introduction...
Page 84: About The Administrator Mailbox
Administrator account. Unaddressed Faxes When automatic routing is not used, all incoming faxes are stored in this folder until a user with Administrator, operator, or router privileges forwards them to the fax recipient . (See Automatic Routing and PBX Integration on page 81 for more information on automatic routing.) This folder can be configured just like the Administrator and Guest accounts by...
Page 85: Saved Faxes
Admin Guide > About the Administrator Mailbox convenient, user-friendly presentation tool for the FaxPress server’s operations, generates the fax transaction log information in a variety of report formats. The Fax Report’s comprehensive analysis of the fax processing transactions is easily exported to spreadsheets and other report generators.
Page 86: Activating The Faxpress Software
FaxPress unit’s serial number, to enable the FaxPress client software and associated FaxPress Email Gateways to function. To use the FaxPress utility to access Captaris’s Activation Key request page and obtain your Software Activation Key, follow these steps: Go to the FaxPress Software Activation Key directory.
Page 87 Next, select the License FaxPress and enter the 16-digit Activation Key code exactly as given in the Activation Key field. Include all hyphens, exclude spaces, then click Enable. You can also choose to select the Enable 30 days evaluation option.
Page 88: Locating A Remote Faxpress Server
Admin Guide > Locating a Remote FaxPress Server Locating a Remote FaxPress Server If you are using a Windows network, your FaxPress server could be installed on a different TCP/IP segment. If a FaxPress server is installed on a different TCP/IP segment, it will not initially appear in the FaxPress Neighborhood.
Page 89 The TCP/IP Advanced button will be inactive if the server selected is installed on a Novell network. In the Host Editorwindow, use the Host Name field to enter a name for the remote FaxPress server you want to add. In the Host Type field, select the FaxPress Server radio button.
Page 90 Click Add to add the server to your list of available FaxPress servers. The new server will be displayed in the server list in the left panel with an asterisk before its name, designating this server as a user defined server.
Page 91: Configuring The Faxpress Server
FaxPress Administrator Guide Configuring the FaxPress Server...
Page 92: Adaptive Faxing
When enabled, the FaxPress server keeps track of how many times a number is called and how many calls it requires before it receives a busy signal. This number is logged in the FaxPress server’s memory for as long as specified in the Hours To Keep setting.
Page 93: Automatic Routing And Pbx Integration
Mailbox IDs consist of three, four or seven digits depending on how many digits the DID trunk or PBX is passing to the FaxPress. If you’re not sure how many digits are being passed, and are not able to acquire this information from the phone company, use the FaxPress’s dtmf.log file described in Determining the Number of Mailbox ID Digits on page...
Page 94: Preparing Your Pbx System For Automatic Fax Routing
PBX documentation on our support site: http://www.Captaris.com/ support/documentation In order for your PBX to pass the DTMF tones to the FaxPress you may be required to make some program changes to your PBX. The majority of PBXs are able to make custom program settings to integrate with a variety of voicemail systems.
Page 95 See DTMF Automatic Fax Routing on page 90 for more information regarding DTMF routing. If the trunk or lines provided by your phone company are inbound only lines, as is the case with DID trunk lines, make sure the Line Direction section’s Input Only radio button is selected.
Page 96 Admin Guide > Automatic Routing and PBX Integration If your PBX system requires passwords for access to an outside line, check Dial Access Code in the When dialing through PBX. From the pull down menu on the right select whether to insert the password Before or After the number is dialed.
Page 97 Admin Guide > Automatic Routing and PBX Integration Use the Total String Length field to enter the number of digits the PBX passes in the complete string, including the mailbox ID. Use the Number of Mailbox ID Digits field to enter the number of digits used in the mailbox ID.
Page 98: Configuring The User Properties: Mailbox Ids
To enable automatic inbound routing, FaxPress user accounts must be assigned mailbox IDs that associate them with their corresponding DID trunk or PBX phone numbers. Mailbox IDs are three or four digits, depending on how many digits your T1, DID trunk, or PBX is passing to the FaxPress.
Page 99: Determining The Number Of Mailbox Id Digits
Note: See for more information on configuring the other User Properties. Determining the Number of Mailbox ID Digits If you’re not sure how many digits your T1 line, DID trunk line or PBX is passing to the FaxPress, and have not been able to acquire this information from your telephone company, use the To enable DID receiving diagnostic mode to record, in a dtmf.log...
Page 100 Admin Guide > Automatic Routing and PBX Integration Next, send a test fax from an external fax machine through your DID, T1 and or PBX system into the FaxPress. Use any fax number in the range of numbers reserved for the fax channels.
Page 101 Admin Guide > Automatic Routing and PBX Integration Next, use Windows Explorer to browse to the C:\Castelle\Data directory. Use either Remote Desktop or a local mouse, keyboard, and monitor attached to the FaxPress to log in. (See FaxPress Requirements on page 1for information on using Remote Desktop.)
Page 102: Dtmf Automatic Fax Routing
Start the send operation. If the FaxPress does not have a mailbox with the specified ID, it replies with one long tone to signify a sequence error. If this happens, clear the error by pressing # #, then return to step 2.
Page 103: Configuring The Administrator Account
Admin Guide > Configuring the Administrator Account Configuring the Administrator Account After configuring the Administrator account as described here, be sure to use the same steps to configure the Unaddressed user mailbox account. Until automatic routing is configured (see Automatic Routing and PBX Integration on page 81), all incoming faxes will be stored in the Unaddressed mailbox.
Page 104 Admin Guide > Configuring the Administrator Account Click the Set Password button to open the Change Password screen and set a new password.
Page 105: Configuring The Faxpress
This means that an 8-line FaxPress, even with all eight lines set to Bi-Directional, will by default still only use a maximum of seven lines at any one time to send faxes. An eighth line will always be kept idle, reserved for incoming fax traffic.
Page 106: Required Faxpress Configuration
Admin Guide > Configuring the FaxPress that line for incoming fax calls. Modifying the number of idle lines to zero will allow the FaxPress to send faxes with only one line connected and configured. Modifying the Number of Idle Lines...
Page 107 FaxPress. If you log in as a user without Administrator privileges, the Server Properties will not be available. If this is the first time you’ve opened FaxPress , you’ll be prompted to activate your FaxPress software. Select Obtain Key from Web to get your activation key, then enter the key code and click Enable.
Page 108 Admin Guide > Configuring the FaxPress The FaxPress Server Properties window will appear, with the Server Settings tab selected. Use the Server field to rename the FaxPress, if needed. The grayed out fields are provided for backward compatibility with FaxPress servers, and are...
Page 109: Faxpress Analog Line Settings
Using the Fax Line pull-down menu, be sure to go through and configure each fax line, whether or not the line is in use. Fax line settings can also be configured through the FaxPress Fax Lines folder under the Administration branch.
Page 110 Enter up to 20 characters for this feature. Use the Imprint Terminal ID field to have your company name or other identifier appear in the header at the top of each successful fax transmission. Enter up to 20 characters. Note: When enabled and customized, the Enable Customized Imprint feature uses the Remote Terminal ID and Imprint Terminal ID settings displayed here.
Page 111 Use the PBX Pre-dial’s Local, Long Distance and International fields to enter the prefix your PBX system requires for accessing an outside phone line. Up to five digits are allowed. This is not required if the FaxPress is not connected to a PBX system.
Page 112 Admin Guide > Configuring the FaxPress These settings allow the FaxPress to be set up to automatically add required dialing prefixes or leave out unnecessary prefixes. For the FaxPress to automatically generate complex phone number, you must configure, at minimum:...
Page 113 In the Where I am section, select the area code and country code for your area: Country code is— The ITU assigned country code for each country. For the US this is 1, for UK this is 44 etc. The country code for the FaxPress is set in the Dialing Properties dialog.
Page 114 Admin Guide > Configuring the FaxPress When making local calls in some areas of the US and Canada, the phone company requires the area code or even the long distance preamble plus area code. To specify the requirements for your area, select one: Always dial long distance preamble and area code.
Page 115 Admin Guide > Configuring the FaxPress that do not require the addition of area code numbers in the box for When calling to other area codes. When you are finished with your selections, click OK to return to the Dialing Properties window.
Page 116: Receiving A Test Fax
Unaddressed user mailbox. The faxes in the Unaddressed box can only be seen by users with Administrator or Router privileges. Incoming faxes can be sorted by To receive the test fax you sent to the Administrator mailbox in Sending a Test Fax on page 107, follow these steps: Select the All Folders view, expand the Mailbox and select the Incoming Fax Queue to view the incoming test fax.
Page 117 Admin Guide > Receiving a Test Fax Enter a Notification Message, then drag the fax from the Unaddressed Faxes folder to the recipient. FaxPress Administrator Guide...
Page 118 The Notification Message will appear in the Comments field, and will also appear in the fax notification message informing the recipient of the fax. See Notices and Alerts on page 1 in the FaxPress User Guide on page 1 for more information on fax notification.
Page 119: Sending A Test Fax
DID/PBX settings (see Automatic Routing and PBX Integration on page 81) be sure to send and receive at least one test fax to confirm the unit is operational. Once you’ve successfully sent and received a test fax, you’ll next create and configure new FaxPress users according to .
Page 120 Admin Guide > Sending a Test Fax The Other button opens the Other Recipients window. Click the User button.
Page 121 Select Administrator from the list of FaxPress Users & Groups, then click Add and OK. Select one of the Send Fax buttons. If the Send Fax button in the upper right hand corner is displayed in black and white rather than color, additional...
Page 122: Fax Confirmation
Admin Guide > Sending a Test Fax your fax. If you are attaching a file, the only required field for sending a fax is the fax phone number. If you are not attaching a file, you must, at minimum, include a cover page and message.
Page 123: About The Outgoing Fax Queue And Fax Status
This means that the number of Active faxes can be up to twice the number of the unit’s lines. For instance, the 4-line unit in the example below displays eight active faxes rather than the four active faxes you might expect for a 4-line unit.
Page 124 Admin Guide > Sending a Test Fax Right-clicking on an outgoing fax job provides access to a number of options. The fax may be viewed, printed, saved, resent, deleted, held, sequenced, emailed, approved (if awaiting approval) or faxed immediately. Selecting the Properties option provides additional job information such as the number of attempts, the specified retry limit, and the retry interval settings.
Page 125 Admin Guide > Sending a Test Fax For additional, detailed information on the Outgoing Fax Queue context menu options, see Outgoing Fax Queue on page 1. FaxPress Administrator Guide...
Page 126: Setting The Faxpress Server Properties
FaxPress Administrator Guide Setting the FaxPress Server Properties...
Page 127: Advanced Functions
Grayed out functions are provided for backward compatibility, and do not apply to the FaxPress. Add a date and time stamp on the top of each incoming fax adds the local date and time to the received fax. Keep outgoing faxes that were sent out successfully allows faxes to show up in the Outgoing Fax Queue with status SENT rather than being removed from the list.
Page 128 Admin Guide > Advanced Functions digits passed by the PBX. See Automatic Routing and PBX Integration on page 81 for more detailed information. The Enable Single Sign On function is part of enabling FaxPress support for both Microsoft and Novell Single Sign On. By default this option is enabled. See Single Sign On on page 180 for complete information on Single Sign On.
Page 129: Captaris Internet Faxing (Cif)
If your company has multiple sites and has a FaxPress or FaxPress servers installed at these sites, you can use CIF to send faxes from users located at one site to users at another site straight through CIF without using a public telephone line system.
Page 130: Dialing Properties
1, for the UK this is 44, etc. Use the Area code is field to enter your area code, or the next lower level detail in a phone number. In the US this is a 3 digit number like 408. Some countries like Singapore do not have an area code.
Page 131 The use of FaxPress in many different counties, with some countries not having a concept of area codes, some countries having different dialing restrictions etc. Set the rules for dialing area codes in the US or Canada by clicking the Area Code Rules button.
Page 132 When making local calls in some areas of the US and Canada, the phone company requires you to dial the area code or even the long distance preamble plus area code. To specify the requirements for your area, select one of the following:...
Page 133 New in the When calling to other area codes area. Use the New area code window to enter an area code and prefix that does not require the addition of area code numbers.
Page 134: Did/Pbx (Analog)
The DID/PBX settings allow you to configure the FaxPress to extract only the necessary DTMF digits identifying the users’ mailbox IDs from the complete string passed by the PBX. To enable automatic inbound routing, FaxPress mailboxes must be assigned mailbox IDs that associate them with their corresponding DID trunk or PBX phone numbers.
Page 135 Admin Guide > DID/PBX (Analog) In the Incoming Faxes section, the Administrator and Unaddressed radio buttons allow you to specify a default destination for misaddressed incoming faxes or incoming faxes without a valid mailbox ID.
Page 136: Email
In the SMTP Protocol section: Use the SMTP Server Name (or IP address) field to enter the name of your company’s SMTP server. Typically this is an Exchange server name. Use the Port field to enter the port number your SMTP server communicates through.
Page 137: Line Settings
Using the Fax Line pull-down menu, be sure to go through and configure each fax line, whether or not the line is in use. Fax line settings can also be configured through the FaxPress Fax Lines folder under the Administration branch.
Page 138: Dialing Type
Admin Guide > Line Settings Use the Imprint Terminal ID field to have your company name or other identifier appear in the header at the top of each successful fax transmission. Enter up to 20 characters. Note: When enabled and customized, the Enable Customized Imprint feature uses the Remote Terminal ID and Imprint Terminal ID settings displayed here.
Page 139: Routing Type
UserName is the user name that the call will be routed to (e.g., CHUCK_DILLER). Based on incoming routing filter rules, if a match is not made the call is routed to the user UNADDRESSED. If you are configuring the configuration file manually, you must reboot the server for the changes to take effect.
Page 140 NNN is the caller ID information as received (e.g., 4085551212), and UserName is the user name that the call will be routed to (e.g., CHUCK_DILLER). Based on incoming routing filter rules, if a match is not made the call is routed to the user UNADDRESSED.
Page 141: Load Sharing
Primary server, with the FaxPress server or servers always configured as Secondary. After load sharing is set up, the Primary server will display the total number of lines/ channels, including the Secondary servers’ lines/channels. Users with Administrator privileges can log in to both Primary and Secondary servers.
Page 142 Note: Load sharing between FaxPress servers and FaxPress servers (semi secondary) allows outbound load sharing only. To configure the FaxPress to be a Primary server, select the This is a Primary FaxPress radio button and click Add. FaxPress Administrator Guide...
Page 143 (FaxPress) or Pure secondary (FaxPress), enter the Secondary server name (i.e., the server name, not IP address) and Number of lines and click OK. To load share the processing of attachments to a secondary server, enter the file format extension in the Non-convertible file extension(s) field.
Page 144: Server Information
Admin Guide > Server Information Server Information The Server Information tab displays the FaxPress Server Name, Serial Number, Network IP Address, and Number of Channels. To change the FaxPress’s IP address, see Using the System Information Functions on page 261. FaxPress Administrator Guide...
Page 145: Server Settings
The Server Settings tab includes the Server Settings, Date Format, Time Format and Disk Organizer sections. The Server Settings section allows you to use the Server field to rename the FaxPress from the default serial number. The grayed out fields are provided for backward compatibility with FaxPress servers, and are not editable in FaxPress.
Page 146: Setting The Faxpress Server Properties
The Email properties should also be configured. These settings enable the FaxPress to send system alert notices to the administrator and send faxes to email as well as fax recipients. They also allow users to access their email address books for fax addressing, and for fax/email integration using the Email Gateway.
Page 147 Server on page 76. Select the All Folders view, expand the FaxPress Neighborhood, right-click on the serial number or name of the FaxPress, and select Login as. Enter Administrator in the User Name field, and leave the Password field blank, unless you’ve already set an Administrator password. By default, the Administrator password field is blank.
Page 148: Storage Reclamation
The Storage Reclamation feature allows received faxes, notices and transaction logs stored on the FaxPress to be deleted after a certain time. The FaxPress stores incoming and outgoing faxes, notices and transaction logs on its hard drive. These files can become very large and can potentially affect the amount of disk space available to store new incoming and outgoing faxes.
Page 149: Purging Old Faxes
The Purge old faxes and transaction logs section allows you to: Use the Delete Incoming Fax older than option to have the FaxPress purge outdated faxes from the incoming fax queue. Enter the number of days faxes will be stored before being deleted.
Page 150 Admin Guide > Storage Reclamation FaxPress Administrator Guide...
Page 151: User Authentication (Novell Only)
Novell client installed on it. Depending on how your Novell network is set up, and how you set up the User Groups on the network, you can use FaxPress native authentication, NDS authentication, or Novell bindery file server authentication.
Page 152 FaxPress users is shown, and the context for that group is listed in the adjacent field. If you want to change the context, click the Browse button. In the Authentication Context window that opens, highlight a context and click OK.
Page 153 Set Password - Select the radio button for this New Accounts or Existing Accounts option, then enter a password in the field, if you want to change the password you have shared with users so they can log into FaxPress directly, without first logging in to a Novell Network or Novell Bindery Server.
Page 154: Creating User And Group Accounts
FaxPress Administrator Guide Creating User and Group Accounts...
Page 155: Configuring The User Properties
The User Properties are FaxPress user account settings stored on the FaxPress server. The User Properties can be accessed from any client workstation with FaxPress installed, as distinct from the Setting Personal Preferences on page 1 settings, which are stored on and specific to the individual FaxPress user’s client workstation.
Page 156 Admin Guide > Configuring the User Properties The User Properties (opened by right-clicking on a user and selecting Properties) contains the same settings as the Add User screen, except for the Original Settings Based On field.
Page 157 Admin Guide > Configuring the User Properties The Original Settings Based On field appears only in the Add User screen (opened by right-clicking on an existing user and selecting Add) and not in the User Properties screen. FaxPress Administrator Guide...
Page 158: Setting The User Account Properties
Admin Guide > Configuring the User Properties Setting the User Account Properties The User Account tab contains the most basic FaxPress account settings.
Page 159 A user’s privilege level determines access to faxes and FaxPress functions. There are four privilege levels: User – Can send, list, hold, view, print, save, discard, and cancel personal faxes. Also can create and edit personal phone directories and manage their own print jobs.
Page 160: Setting Outgoing Fax Properties
Mailbox ID (Optional) – Enter an identifier number. The identifier number may contain up to 7 digits. A mailbox ID is necessary if you want to be able to automatically route faxes to this user’s mailbox. See Automatic Routing and PBX Integration on page 81.
Page 161 As soon as possible – select to have faxes sent at the first opportunity. This is the default value. Send on – select a specific time of day to send faxes. You can only set the start time. This feature works on a 24-hour basis and will send the faxes in this mailbox every 24 hours.
Page 162: Setting Incoming Fax Properties
Use the Advanced button to set Advanced Options. Line section: Default – use to set a specific line for all of this user’s outgoing faxes, or keep the default Any Line setting to allow the user’s faxes to be sent out on any available line.
Page 163 Forward to FaxPress user – Select to have all personal incoming faxes automatically forwarded to another FaxPress user. Forward to Remote Fax/Email – Select and enter a fax number to have all personal incoming faxes automatically forwarded to another fax number.
Page 164: Setting Printer Configuration Properties
Parallel Port – Select to print to a parallel printer attached to the FaxPress server. HOST Sharable – If you are attached to a Windows network and wish to print to a network printer select this option and click on the Queue button to set the printer queue parameters.
Page 165: Setting The Archive Properties
The Paper in Tray section lets you specify the paper type and size the FaxPress will use to print faxes. Letter is 8 1/2 x 11. Legal is 8 1/2 x 14. A4 is a metric trimmed paper size: 210 x 297mm (or 8.27 x 11.69 inches.) The Scale section allows you to select either Original or Fit to Page.
Page 166 Password – If you database is password protected, enter the password here. Microsoft SQL Server – Use this type of database if you have a resident MS SQL Server. Connect string – Enter your DSN connect string here. Reset to Default – Use to restore the original database configuration and location.
Page 167: Setting The Email/Other Properties
Attachment format – allows the user to specify which format inbound attached files will be received in. The options are TIF, DCX or PDF or None. Default is TIF. PDF files are presented as image files; the text and content will not be searchable. Selecting None means the attachment format will be determined by the Email Gateway settings.
Page 168: Creating And Configuring Groups
ID provides automatic inbound routing support, allowing incoming faxes to be routed directly to the Group. Click Add, select the FaxPress users to add to the group. Use the Remove button to remove users from the Groups list. When you are finished adding users, click Create to create the new group.
Page 169: Creating User Accounts
Admin Guide > Creating User Accounts Creating User Accounts The FaxPress server user accounts can be created manually, one at a time, or by importing existing network and mail system users. This chapter describes creating and configuring new user and group accounts manually. For information on generating Enterprise accounts by importing your network, mail system, or Active Directory users and groups, please see Importing and Mapping Users on page 180.
Page 170 Account passwords can only be set from within the user account. Recommend to your users that they reset their passwords from the default blank password the first time they log in to their accounts. This is described in the FaxPress User Guide on page 1.
Page 171 Admin Guide > Creating User Accounts Note: If Single Sign On (SSO) is enabled for your Enterprise server, you will not be able to log in remotely via the FaxPress Enterprise Web Interface until you change your password. In the User Account tab of the User Properties window, click the Set Password button.
Page 172 Password and Confirm Password fields. Even if the user has been created using the Active Directory Synchronizer, and a random password has been assigned by the Enterprise, it will not appear in the Old Password field. Leave this field blank.
Page 173: Authenticating Users/Single Sign On
Authenticating Users/Single Sign On If you create FaxPress Enterprise users manually, one at a time, the user’s password is maintained separately from the network password. If you create FaxPress Enterprise users from existing Active Directory, Microsoft Exchange, or Novell network database groups, the FaxPress Enterprise login process can be integrated with your network login via Single Sign On.
Page 174: Manually Creating Users
New users can be manually added either by copying the parameters of a user account you’ve already created, or by using one of three default, existing FaxPress accounts that will be listed in the Users & Groups>Users folder the first time you log into FaxPress as Administrator and expand the Administration folder.
Page 175: Adding New Users
Microsoft Exchange, or Novell network database groups, see Importing and Mapping Users on page 180. To create a new user with account properties based on an existing user’s, right- click on an existing user account listed in the right panel and select Add. . . FaxPress Administrator Guide...
Page 176 Admin Guide > Manually Creating Users Note: It’s most efficient to create and configure one user, then base all other new users on that account. This means you’ll only have to set up each user’s individual settings (printer configuration, for example) once, rather than for each new user.
Page 177 Admin Guide > Manually Creating Users FaxPress Administrator Guide...
Page 178: Importing And Mapping Users
FaxPress Administrator Guide Importing and Mapping Users...
Page 179: Importing Users With The Migration Wizard
The Migration Wizard also allows you to import user account data like personal phonebooks, personal cover pages, corporate phonebooks, and corporate cover pages from user accounts on the source FaxPress or FaxPress server to the user accounts on the destination FaxPress server.
Page 180 Migrate from FaxPress to describe the installation procedure. Any differences for the Migrate from FaxPress Premier are indicated in the text. Select the source server you want to import from, using the Server Name pull- down menu. Enter the Administrator name and Password for the Source server.
Page 181 Admin Guide > Importing Users with the Migration Wizard The Select Option window lets you select items to import from the source FaxPress. In this example, user data, corporate phone book, and archived faxes from the source server are chosen. Click Next.
Page 182 Archive database, select Using a different Archive database and skip to step 9. To use the same Archive database, select the type of database (Access or SQL) in the Source DB tab and enter the password for the database.
Page 183 Admin Guide > Importing Users with the Migration Wizard Select the Source Folder tab, browse to the Archive database directory, and enter the name and password for the administrator with access rights to that folder. Skip forward to step 14.
Page 184 Admin Guide > Importing Users with the Migration Wizard 10. In the Source Folder tab, browse to the directory for the database you are importing the archive from, then enter the name and password of the administrator with access rights to this directory.
Page 185 Admin Guide > Importing Users with the Migration Wizard 11. In the Destination DB tab, select the type of database (Access or SQL) you are importing the archives into and enter the password for the database. 12. Click the Advanced button. The Advanced window requires you to select the field types of the Destination DB.
Page 186 Admin Guide > Importing Users with the Migration Wizard 14. The Select User window requires you to click either the All Users option, as shown, or click Selected Users, then select individual users to import. Click Next. FaxPress Administrator Guide...
Page 187 FaxPress with user account data from the source FaxPress. 16. The Select User Option screen allows you to specify which data from the source FaxPress user accounts you’d like to copy over to the destination FaxPress.
Page 188 Replicate default users – Selecting this option will copy the set of default users from the source FaxPress over to the destination FaxPress. The default users copied from the source FaxPress will exist in addition to the same set of users already existing, by default, on the destination FaxPress.
Page 189 Admin Guide > Importing Users with the Migration Wizard 19. Log on to the destination FaxPress server and check the Properties of the imported users to make sure the users have been imported as specified.
Page 190: Importing Microsoft Exchange Users
Admin Guide > Importing Microsoft Exchange Users Importing Microsoft Exchange Users The Import Microsoft Exchange Users utility can be used to automatically create new FaxPress user accounts based on user account information in the Microsoft Exchange address book. To create new FaxPress accounts from existing, registered Exchange user accounts, follow...
Page 191 Admin Guide > Importing Microsoft Exchange Users...
Page 192: Importing And Mapping Users
Admin Guide > Importing and Mapping Users Importing and Mapping Users FaxPress user accounts can be created manually, one at a time, or by importing existing network and mail system users. Whatever way new FaxPress user accounts are created, their User Properties will need to be configured according to Configuring the User Properties on page 143.
Page 193: Setting User Passwords - Important
This random password will not appear in any client or user interface. This means users will not initially know their FaxPress passwords, and so will not be able to log into the Web Interface, or log into their account from a workstation other than their own.
Page 194: Novell Single Sign On
Authentication (Novell Only) on page 139 for details on locating the FaxPress serial number and global groups. If a particular user is a member of two or more groups, the privilege level assigned to the serial number group takes precedence.
Page 195: Login
See Creating User Accounts on page 157for more information. Login When a FaxPress server is configured to utilize Single Sign On the process of logging in changes dramatically. Based on the specified method of authentication, FaxPress will verify that the user is logged into the network.
Page 196 If you click Cancel, you will be prompted for conventional (non Single Sign On) login information. Click OK to login to the FaxPress. If your Novell user name and your FaxPress mailbox user name are not identical, you will be prompted to convert your FaxPress mailbox name to your Novell user name.
Page 197: Remove Network Association Option
Note: Be careful! The FaxPress user account that you rename will no longer exist under that name and cannot again be accessed. If this is not the first login since Single Sign On was enabled, then the user is logged into FaxPress using the network user name without being prompted for a user name or password.
Page 198: Using The Active Directory Synchronizer
Active Directory accounts will contain email addresses and display names as well. Active Directory user accounts without display names or email addresses will still be used to create FaxPress user accounts, but will not be recorded in the user mapping data file.
Page 199 Admin Guide > Using the Active Directory Synchronizer In the General screen, enter the required information as described below and click Next>.
Page 200 Synchronizer requires an account with administrator privileges to use to log in as a service to Active Directory. The service account must have Read access to the Active Directory and should be able to get list of users and group and all user information.
Page 201 The Synchronizer requires this account to log on to the FaxPress and create or update FaxPress user information with Active Directory information. Trace to file – select this option to have the Active Directory’s trace file information stored in a subdirectory of the Active Directory folder on the FaxPress.
Page 202 Schema Object. The schema entries are: fpAttributeMap, fpPrevilegeMap, fpDefaultSettings, fpAdProfile. Select a Profile From the Following List – This option will only be available if an Active Directory Synchronizer profile has already been created on Active Directory.
Page 203 As shown in the above example, four pre-configured, default Active Directory/FaxPress User Attributes mappings: FaxPress Description = Active Directory description (The AD Synchronizer will only accept the first 13 characters of each user’s description data. Any information following the 13 characters will be truncated.)
Page 204 The Edit Condition button allows the FaxPress to be configured to accommodate anticipated changes to the Active Directory accounts. The Edit Condition button can be used, for example, to specify what might happen to a FaxPress User’s account when the Active Directory account expires, as shown below.
Page 205 Setting User Passwords – Important on page 181. The Set FaxPress user password to: option allows you to assign one default password for all FaxPress users and groups. See Setting User Passwords – Important on page 181 for more information on passwords.
Page 206 Synchronize Now button is used, the Synchronizer service will always stop after execution, even if the Synchronizer service was running initially. Return to and use the Synchronize Now button at any time to manually start, synchronize all modified users, and stop the Synchronizer service. This lets you keep the Synchronizer service stopped rather than started after the initial synchronization process, and only use the Synchronizer as needed.
Page 207 FaxPress user information manually by using the Synchronize Now button. 11. Finally, expand the Users & Groups branch of FaxPress to confirm the new users and groups have been created. 12. If you’ve created an Active Directory Synchronizer profile, the next time you select Active Directory Synchronizer>Configuration, the new profile will appear as...
Page 208 Admin Guide > Using the Active Directory Synchronizer FaxPress Administrator Guide...
Page 209: Faxpress Administration
FaxPress Administrator Guide FaxPress Administration...
Page 210: Configuring Fax Approval
Approvers are designated by their level of access privileges. FaxPress has enhanced the approval mechanism to allow users to submit a fax, view the rasterized fax image, and then decide if they approve of the appearance and content before sending the fax.
Page 211: Select Approvers
Admin Guide > Configuring Fax Approval Select one of the following options to impose approval requirements: All All faxes local, long distance and international sent by users with this approval requirement must be approved prior to transmission. Long Distance All long distance and international faxes sent by these users must be approved prior to transmission.
Page 212 The new screen Approvers is displayed. The left panel displays all the available users with Administrator and Operator privileges. Select any or all of these users by double click them or highlighting one or more and click the Add>> or Add All>> button.
Page 213: Approve Faxes
When the FaxPress user sends a fax that requires approval, FaxPress will place a hold on the fax until it is approved by an authorized approver. The user will be notified prior to sending the fax that the fax will require approval prior to transmittal.
Page 214 Admin Guide > Configuring Fax Approval To reject the fax, right click on the fax and select Approve and No. The status of in the originator’s Outgoing Fax Queue will show Not Approved.
Page 215: Configuring Fax Lines
Select either the All Folders folder view or the Administration folder view and select the Fax Lines. All of the fax lines configured for this FaxPress server will be displayed in the right panel. The following column categories are included:...
Page 216 Admin Guide > Configuring Fax Lines The Fax Line Settings allows you to configure the parameters for this line. Fax line settings can also be accessed through the Server Properties. See Line Settings on page 125 for detailed configuration instructions.
Page 217 Admin Guide > Configuring Fax Lines FaxPress Administrator Guide...
Page 218: Configuring The Incoming/Outgoing Deny List
For outgoing faxes whose CSID/ANI information matches an entry in the deny list, users will be able to submit the fax but it will immediately be labeled as "Failed," and the corresponding entry in the log will be "Outgoing Blacklist."...
Page 219 FaxPress server is C:\Castelle\System\Cfg\. Note: If the file does not exist, verify that you are running the latest version of FaxPress. A new file can be created in Notepad and saved as blacklist.cfg in the directory C:\Castelle\System\Cfg\.
Page 220 There are two options that can be used in this section: Reject Call and Route To User ID. The Reject Call value can either be 0 or 1. With a value of ’0’, a blocked call is received but an error code is generated; with a non-zero value, the call is terminated before the fax is received and no error code is generated.
Page 221: Defining Bill Back Codes
Admin Guide > Defining Bill Back Codes Defining Bill Back Codes Although FaxPress users can designate a bill back codes whenever they are sending a fax, the FaxPress administrator can make it mandatory that users include a bill back code when sending a fax, and also specify which bill back codes to used.
Page 222 In the Description field, enter a description of up to 26 characters to describe the bill back codes. Click OK to add the bill back codes. The new items will appear in the list of Bill Back Codes displayed in the dialog box.
Page 223: Faxpress Administration
Expand this branch to display the Groups and Users configured for this server. To add, delete or configure a user or group, right-click on a user or group and select Add, Delete or Properties. You can also add a user by right clicking on the Users folder itself and selecting Add User.
Page 224: Fax Reports
Internet faxing is sending a fax over the internet to a remote fax machine, which then uses phone lines at its own location to send your fax at a lower cost. Refer to Captaris Internet Faxing (CIF) on page 117.
Page 225: Corporate Phone Books
Contacts and Phone Books on page 233. Fax Archive Recycled Users Similar to the Recycle Bin in Windows, users deleted from FaxPress or Active Directory end up in the Recycled Users folder. Users deleted through Active Directory will be shown by their GUID.
Page 226: Managing Transaction Logs
FaxPress generates a log entry that indicates who sent the fax, when it was sent, where it was sent, and other information about the fax. The same type of information is recorded for every fax received by the fax server. Only FaxPress users with Administrator privilege can manage (view, edit, or delete) the transaction logs.
Page 227 In the Days field, enter the duration for this view. Click on the Filters tab to define filters for each of your transaction log folders. Display all records in the given date range by checking the Get all records option in the Filters tab.
Page 228 Status—Choose from Succeeded or Failed faxes Viewing Transaction Logs To view an individual log record, either double click on the transaction, or right-click on the record to display a context menu. Choose Properties to display the Transaction Logs Property dialog box.
Page 229 Define the date range and filters you want to employ for this log. Specify the file name and location where the records will be stored in the Save As dialog box. You can save your transaction logs as either text files or comma delimited files.
Page 230 Admin Guide > Managing Transaction Logs Define the date range and filters for this log to bring up the FaxPress/Network Print dialog box. Select number of copies and click OK. To change the configuration of your printer, click on the Printer button. The Printer Configuration dialog box will be displayed.
Page 231: Using The Carbon Copy Feature
Admin Guide > Using the Carbon Copy Feature Using the Carbon Copy Feature The FaxPress Carbon Copy feature allows copies of incoming and outgoing faxes to be sent automatically to specified groups or users. To use the Carbon Copy function, and select a...
Page 232 Admin Guide > Using the Carbon Copy Feature...
Page 233: Backup And Restore
FaxPress Administrator Guide Backup and Restore...
Page 234: Backup & Restore
Enabling the FaxPress server’s Backup service during the server setup process allows you to make sure user files and data are protected, and can be easily restored using the FaxPress Restore utility in case any unexpected system damage or failure should occur.
Page 235 Admin Guide > Backup & Restore The Backup Service window contains the Configuration tab.
Page 236 Use the Browse button to specify a sharable network folder. The minimum space required to back up a basic configuration is 700 MB. Enter a User Name and Password for the FaxPress Backup service to use in logging onto the workstation where the Backup directory is located. Be sure to Confirm the password.
Page 237: Enabling System Restore
Enabling System Restore The Restore utility can only be run on a FaxPress server. The Restore utility will go to the Backup directory, retrieve the backed up FaxPress server system files, user information, and fax job data, and configure the target FaxPress with the backup information.
Page 238 Admin Guide > Backup & Restore Restoring From a Backup File To restore system data from a backup file, first follow the procedure above to enable a system restore, then take the following steps. When you reach the Select Mode window shown above, select the Restore from FaxPress Backup option, then click Next.
Page 239 Admin Guide > Backup & Restore...
Page 240 The Report window opens. Click the checkbox for the Email Restore Report option if you want the FaxPress server administrator to get an email report on Restore process. Fill out the email server IP address and the email address for the Administrator.
Page 241 Admin Guide > Backup & Restore The Summary window appears. Check the items listed and make sure you have configured the restore the way you want. If you need to make changes, click Back. If not, then click Next.
Page 242 Admin Guide > Backup & Restore A message box appears, with tips and procedures you need to follow as part of the restore process. FaxPress Administrator Guide...
Page 243 Admin Guide > Backup & Restore Take notes on these tips and procedures as necessary, then click Yes to begin the restore process. A progress message box appears. The target FaxPress server system will reboot when the restore is complete. Follow the instructions of the message box above to finish...
Page 244: Contacts And Phone Books
FaxPress Administrator Guide Contacts and Phone Books...
Page 245: Contacts And Phone Books
External ODBC Database Phone Books. Corporate Phone books can be configured by users with Administrator or operator privileges. The proprietary FaxPress Phone Books is actually one phone book with different groups within it. The <ALL> group contains all the other groups.
Page 246: Creating Faxpress Phone Books
Administration folder view. Expand the Corporate Phone Books. Right-click on FaxPress Phone Books. Select Add Group. The Add Group screen will be displayed. Group names can be used when sending faxes to broadcast your fax to any number of recipients.
Page 247 Admin Guide > Contacts and Phone Books Enter the name you want to give the new phone book in the Group Name text box. Click OK to accept the values. A new folder will now be visible under the Personal Phone Books folder.You now can add individual members to your group.
Page 248 Fill in the Add Member screen with the appropriate information. You can continue adding individual members, or you can import members into your phone book from a previously created phone book file. To import members continue to the next section, Import FaxPress Phone Books.
Page 249 Admin Guide > Contacts and Phone Books If you are importing a CSV default format file, a dBase file, or a ExportPH file, an Open import file screen will provide you the means for locating the file. If you are importing a dBase file, after you use the Open import file screen to locate your dBase file, the Convert dBase to Phone Book dialog box will be displayed.
Page 250 After locating the file, click OK to import the file. The phone book number will all be located in the folder ALL (if no Group is defined in your imported file) or the Group name (defined in the import file) folder under the FaxPress Phone Book folder.
Page 251 Admin Guide > Contacts and Phone Books The SaveAs dialog box will be displayed. Navigate to a directory, specify a name, and save the file. The file will be exported as a comma delimited file. FaxPress Administrator Guide...
Page 252: Accessing An External Odbc Database Phone Book
Admin Guide > Contacts and Phone Books Accessing an External ODBC Database Phone Book To access an external ODBC database and use it as your phone book, follow these steps: Open FaxPress. Expand the Administration branch and click on Corporate Phone Books.
Page 253 ODBC user interface comes up to allow you to select the ODBC data source name. Create Phone Book Views To use an external database as a phone book, you must first link to the specified database and then create associations or mapping between the database fields (or columns) and the Phone book elements.
Page 254 Admin Guide > Contacts and Phone Books The Database Phone Book dialog box will be displayed.
Page 255 The Phone Book View tab will be activated by default. Use this tab to map the FaxPress phone book fields to the external phone book. The following FaxPress fields can be mapped into fields in the database phone book: Table —...
Page 256 To map the database table to your view, select one of the database tables in the scroll down list for Table. Once you select the table, you will be able to select the table fields from the drop- down list boxes next to each of the FaxPress phone book fields.
Page 257 Admin Guide > Contacts and Phone Books As an example, you can set the criteria for all supplier in the United States by selecting Country for Field Name, equals for Operator, and USA for Value. Note: You can use either Logical AND’ or Logical OR’ to define the logical relationship between those conditions.
Page 258 You must define a join for each of the tables from which you want to include data for your phone book.
Page 259 Select the tables you want to join in Table 1 and Table 2. Select the field in Table 1 to join to the field in Table 2 in Field 1 and Field 2. Click the Add Join button. The view now includes data from two different tables.
Page 260 If you are connecting to a file based database such as Microsoft Access, you need to specify a UNC path to the file such that all your users can use the same path to access the file. You also need to make sure they sufficient security privileges to access the file.
Page 261: System And Diagnostics
FaxPress Administrator Guide System and Diagnostics...
Page 262: Alert Service Module
For example, an administrator can be notified via email when a specific service has started and/or stopped on the FaxPress server. The functionality provided by the Alert Service Module is similar to the services provided by SNMP.
Page 263 Admin Guide > Alert Service Module Right-click anywhere in the right-hand window, and select Alert Setup. The Alert Properties dialog box is displayed.
Page 264 Admin Guide > Alert Service Module A default set of alerts will be displayed in the Alerts list. You can return to this set of default alerts at anytime by pressing Default. To add a custom alert, press Add. The Select Alerts dialog is displayed.
Page 265: Event Sources
Select a service from the Service list that you want monitored, then select what action you want to be alerted of in the Alert list. Click Add to add the alert to the Alerts list. Repeat this procedure for each alert.
Page 266 264 Receiving Line FPIFSrvc, FPEFSrvc, FPBWSrvc Timeout 266 Scheduled reindex FPAdminSrvc, FPQMSrvc beginning 267 Unscheduled reindex FPAdminSrvc, FPQMSrvc beginning 268 Reindex completed FPAdminSrvc, FPQMSrvc 271 Watchdog timer FPStartupSrvc expired 272 Consecutive Error Limits Exceeded FPIFSrvc, FPEFSrvc, FPBWSrvc FaxPress Administrator Guide...
Page 267: Performance Monitor
The Performance Monitor function is pre-installed in the FaxPress server, but certain tasks need to be performed before it is up and running. The necessary files are located in the directory C:\Castelle\Perf.
Page 268 Admin Guide > Performance Monitor Select FaxPress Queue Manager Line... from the Performance object dropdown. FaxPress Administrator Guide...
Page 269 Admin Guide > Performance Monitor Select the All counters and All instances radio buttons. Note: For subsequent performance objects selected in step 4, these radio buttons might be grayed out. Click Add.
Page 270: Counter List
Verify that the performance monitor is running. Counter List The performance objects shown below are comprised of several counters, which collect information on various FaxPress events and functions. Each performance object and its list of counters are shown below. FaxPress Queue Manager Line Configuration and Status...
Page 271 FaxPress Trace Service Buffer empty time (seconds) Build label Cache buffer size Cache entries temporarily Data dump on Detailed info on Max error file size (in bytes) Max trace file size (in bytes) Trace locks on Tracing enabled Warnings on...
Page 272: System & Diagnostics
System Information and Trace Management folders. The System Information directory displays the FaxPress server’s system information, and can also be used to make changes to the FaxPress system. The Trace Management directory enables diagnostic trace file information to be generated for the FaxPress services listed here.
Page 273: Using The System Information Functions
To display the System Information functions, right-click anywhere in the right panel. These functions include changing the FaxPress Server’s IP Address, shutting down or rebooting the FaxPress, and resetting the FaxPress server’s fax boards. The Notification Email Setup allows the specified email recipient to be notified if the FaxPress system goes down.
Page 274: Trace Management
The Trace Management folder displays the FaxPress’s basic services. Trace file information on these services can be enabled or disabled, recorded, retrieved, or sent to Captaris tech support for analysis by right-clicking on the service and selecting from the menu options.
Page 275 Admin Guide > System & Diagnostics...
Page 276: Trace Management
Captaris tech support for analysis by right-clicking on the service and selecting from the menu options. The Trace files on these services are by default disabled, and should only be enabled during troubleshooting or diagnostic tests recommended by Captaris technical support.
Page 277: Email Integration
FaxPress Administrator Guide Email Integration...
Page 278: Email Integration
Exchange Connector, is installed from the FaxPress CD and runs as a service on your Exchange server. The client-based option, Outlook Direct, is also installed from the FaxPress CD, but, as a service added to the user’s Outlook email profile, does not require an Exchange server.
Page 279: Novell Groupwise And Other Smtp-Compatible Email Environments
Gateway for Generic SMTP has been tested in variety of email environments. It has proven to be a very reliable alternative to NLMs or connectors, especially since it runs as a service on the FaxPress, and does not run on the NetWare or Windows server of the email system.
Page 280: Drop Directory And Dropfax Service
FaxPress Administrator Guide Drop Directory and DropFax Service...
Page 281: Creating And Configuring Outbound Drop Directories
Select the Drop Directory folder. Right click anywhere in the right panel and select Add. Use the New screen to specify your drop directory’s parameters. Drop directories can be defined in any sharable folders on the network accessible to the FaxPress.
Page 282 Admin Guide > Creating and Configuring Outbound Drop Directories FaxPress User – Select a user the Drop Directory will use to submit fax jobs to FaxPress. A FaxPress user can be created specifically for this purpose. Share Name – Specify the Drop Directory folder’s share name.
Page 283 If, for example, the gulp count is set to 25 and there are 4 folders, each with 100 fax jobs, the drop directory service will send 25 faxes from the first folder, then 25 from the second, and so on.
Page 284: Drop Directory And The Dropfax Service
Third-party applications can access the Drop Directory to submit outgoing faxes. Drop Directory polls the Drop Directory folder for outbound faxes and submits them to the FaxPress for faxing. The Drop Directory supports fax jobs submitted in any native document format, and also supports priority fax job settings controlled by the third-party application.
Page 285: Inbound Production Faxing And The Dropfax Service
DropFax directories for inbound faxes are especially useful for third party applications that need to process all incoming faxes on a specific line, or all incoming faxes directed to a specific user. For example, a pharmacy could route all prescription faxes from doctors to the DropFax directory of a specific line or user, and the pharmacy’s custom application...
Page 286 Admin Guide > Inbound Production Faxing and the DropFax Service The DropFax Service window allows you configure the DropFax service for a specific Line or for a specific User. Enter the name of a FaxPress user who has Administrator privileges in the Administrator field, and a password in the Password field.
Page 287 Admin Guide > Inbound Production Faxing and the DropFax Service Fax Format - select TIF, PDF or DCX. Note that the PDF files are image files and are not searchable. Fax Naming - The Fax Naming field allows you four options to specify the way...
Page 288 Enable Trace - select this option to enable traces of incoming faxes for diagnostic and troubleshooting purposes. Trace File Size - select this option to limit the size of the trace file. If not limited, trace files can quickly become very large, take up disk space, and interfere with FaxPress function.
Page 289 Admin Guide > Inbound Production Faxing and the DropFax Service After the DropFax service is configured, it must be started. To start the DropFax service for incoming faxes, right-click on DropFax in the Embedded Services list, and select Start.
Page 290: Job Control, Data And Notice Files
Admin Guide > Job Control, Data and Notice Files Job Control, Data and Notice Files Outgoing fax jobs are presented through a drop directory as a set of control and fax data files. Periodically the FaxPress server searches for and selects control files from the drop directories.
Page 291 Job Control file directives are: ##DIAL phone number - specifies the fax number to dial for a job - one ##dial directive should be used for each fax to be sent. All the other directives for the job need to proceed the ##DIAL directive.
Page 292 This is a demonstration of the FaxPress drop directory. It allows you to send faxes without user intervention. Regards, Captaris The above file will send out the text that starts with ’Dear John,’ to the fax number specified with ##DIAL. Example #2 The Fax Data separate from the Job Control File ##FILENAME demo.pcl...
Page 293 Each job data file consists of one or more pages of fax image data in TIFF format. It can also be in any native file format that the FaxPress conversion service can handle. Specific applications associated with these file formats must be installed on the FaxPress.
Page 294: Imprint Header
FaxPress Administrator Guide Imprint Header...
Page 295: Using The Imprint Header
Header can either be used in its default capacity, or customized to include additional information. In its default capacity, the Imprint Header is used to identify the date and time of the fax transmission, as well as the Remote Terminal ID, CSID, recipient user name, and other information.
Page 296: Customizing The Outgoing And Incoming Imprint Header
Additional imprint header fields, created with imprint header keywords and non-keyword text, can be used to include information that might routinely appear on an outgoing fax cover and incoming page, such as: Sender fax phone number, voice number and email address.
Page 297 Admin Guide > Customizing the Outgoing and Incoming Imprint Header Select the For outgoing faxes the imprint line on the top of the page option. Selecting this option will make the Settings button appear. Click the Settings button to access the Imprint Settings.
Page 298 Admin Guide > Customizing the Outgoing and Incoming Imprint Header Note: If the Enable Customized Imprint option is already selected, you’ll need to de-select and then re-select it for the Settings button to appear. Use the Imprint Text field of the Imprint Settings window to enter the combination of Imprint Header Keywords and non-Keyword text required to create the additional Imprint Header information fields.
Page 299: Adding A Date And Time Stamp To An Incoming Fax
Imprint Header Keywords, see Imprint Header Keywords on page 293. In the example here, %s, the space Keyword, is entered three times to define a margin three spaces wide before the date. Next, the text Date: is typed. All non- Keyword text will appear on the outgoing fax exactly as typed in the Imprint Text field.
Page 300 Admin Guide > Customizing the Outgoing and Incoming Imprint Header Select the Advanced Functions tab. Select the Add a date and time stamp on the top of each incoming fax print out option.
Page 301: Customizing The Incoming Fax Imprint Header
When this feature is enabled, the custom received fax imprint (as specified in the [incoming] section of the header.cfg file) will be permanently applied to the received fax. (It also has the effect of disabling printing of the received fax imprint when those features are selected for printing faxes.) To enable this feature, in the [Incoming] section of header.cfg, add the statement:...
Page 302: Modifying Font Style And Size With The Header.cfg File
If [Incoming] Enabled=0 (Disabled) If Add a date and time stamp on the top of each incoming fax print out is enabled, the date/timestamp is printed on top of the first page. If Add a date and time stamp on the top of each incoming fax print out is disabled, nothing is printed.
Page 303: Bates Numbering
Admin Guide > Customizing the Outgoing and Incoming Imprint Header Font style and size can also be edited using the Font and Size tags, as shown in the header.cfg shown below. The system default font and size is used if these settings are ommitted.
Page 304 Locate the bates.cfg file in the C:\Castelle\System\Cfg\ directory of the FaxPress server and open it in any text editor. If the file is not present, create a new text file and name it bates.cfg, then open it in any text editor.
Page 305: Imprint Header Keywords
Bates Page THELAW88005257BOB of docID THELAW88005255/5259BOB Bates Page THELAW88005258BOB of docID THELAW88005255/5259BOB Bates Page THELAW88005259BOB of docID THELAW88005255/5259BOB Imprint Header Keywords Use the keywords provided here to customize the Imprint Header information on outgoing and incoming faxes. Code Number of Charac-...
Page 306 Admin Guide > Customizing the Outgoing and Incoming Imprint Header Fax recipient fax number Bill Back Code Bill Back Matter...
Page 307: Web Client Interface
FaxPress Administrator Guide Web Client Interface...
Page 308: Web Client Interface
FaxPress server and user settings. To use the Web Client Interface to send and receive faxes, all applications associated with the file formats your users might want to fax must be installed on the FaxPress server.
Page 309: Accessing The Web Client Interface
Secure information exchange between the FaxPress server and your workstation is required. By default, the HTTP protocol is disabled. HTTPS must be used instead. A secure connection is verified by the lock icon in the status bar of the browser.
Page 310 Admin Guide > Web Client Interface In the User field, enter Administrator. If this is the first time you’ve logged into the Administrator account, or if you have not yet set a password, leave the Password field blank and click Login. The default password for the Administrator account is blank.
Page 311 For access to administrative functions and server features, select the Administration view. For information on using the different features and options available from the Web Interface, refer to the chapters on using FaxPress and configuring FaxPress server and user settings.
Page 312 Admin Guide > Web Client Interface FaxPress Administrator Guide...
Page 313: Web Client Printer
FaxPress Administrator Guide Web Client Printer...
Page 314: Installing The Web Client Printer
Web Client Printer capabilities. The Web Client Printer is useful for use on older workstations that might not have the latest printer drivers installed. It also provides faxing capabilities for workstations that do not have the 32-bit Windows client installed, whatever the reason.
Page 315 Change... and select a new directory. Otherwise, click Next to continue. Provide the URL to a FaxPress server. This URL is the same path used by clients to access the FaxPress Web Client Interface, and is usually a secure URL (that is, https).
Page 316 Admin Guide > Installing the Web Client Printer Once installation is complete, verify that the Web Client Printer driver is installed by going to Start>Settings>Printers and Faxes and selecting Captaris Web Client Printer.
Page 317 OK. Click Cancel if you wish to exit without making changes. 10. Once the Web Client Printer is installed and configured, you can print from any Windows-based application that supports printing. The Captaris Web Client Printer driver is selected like any other printer driver.
Page 318 Admin Guide > Installing the Web Client Printer...
Page 319: Using The Web Client Printer
The Print dialog appears, as shown. Configure any custom print settings. You can click Properties for more options. Once you are done configuring any other options, you can click OK to confirm, or Cancel to exit without making changes. FaxPress Administrator Guide...
Page 320 Admin Guide > Using the Web Client Printer In the Print dialog box (shown in step 1), click OK to print. The Web Client Printer Compose Fax dialog box appears in a web browser window. Note: If you have not logged in to the Web Client interface, you will be prompted to do so.
Page 321 Admin Guide > Using the Web Client Printer FaxPress Administrator Guide...
Page 322: Faxpress Web Client Printer
Printer enables users to fax without the need to launch or install the FaxPress Windows client. To print, users select the Captaris Web Client Printer driver, as they would select any other physical printer on the network. Fax destination and cover page information is applied...
Page 323: Fax Reporting
FaxPress Administrator Guide Fax Reporting...
Page 324: Fax Reporting
Admin Guide > Fax Reporting Fax Reporting The FaxPress logs a variety of information about the fax transactions it handles. FaxPress Fax Report, a convenient, user-friendly presentation tool for the FaxPress server’s operations, generates the fax transaction log information in a variety of report formats.
Page 325: Individual Fax Reports
Admin Guide > Individual Fax Reports Individual Fax Reports Individual fax reports are available in each user’s Mailbox folder. The six individual fax report types include: Fax Volume Report – Outgoing Fax Volume Report – Incoming Fax Volume Report – Incoming + Outgoing Fax Success/Failure Report –...
Page 326 Admin Guide > Individual Fax Reports In the Date Range section, select one of the five standard reporting periods or define one by entering a range of dates in the fields provided. Click Show. Fax Report will now retrieve the specified fax transaction log information from the FaxPress server and generate your report.
Page 327: Monitoring Fax Channel Usage
FaxPress server in real time. You can use the data in the Channel Usage Report screens to determine if you need to add more fax channels, or if you need to schedule faxing so the usage is more evenly distributed over time.
Page 328 Receiving Channel Usage. The Total Fax Channel Usage chart is shown below. Check for levels of usage at the different times listed. The height of each bar indicates the percentage of channel capacity being used at the time shown below the bar. On the chart above, during the hour before ten o’clock in the morning, for example, 30% of the...
Page 329: Setting Up High-Usage Alarms
Setting up High-Usage Alarms You can monitor channel usage and set up maximum usage levels, at which notification can be sent to the administrator. To set up or configure these alarms, use the following procedure. When logged into FaxPress as Administrator, expand the Administration branch of the FaxPress Neighborhood tree.
Page 330 Use the Alarm method checkboxes and text boxes to determine how the alarm will be sent; by a message box on the user’s screen, by a TrayFaxAlert, or by means of an email message.
Page 331: System Fax Reports
Admin Guide > System Fax Reports System Fax Reports Available to the Administrator, and Administrator-privileged users, the system-wide fax reports are located in the Administration folder of FaxPress. The thirteen system fax report types include: System Fax Volume Report – Outgoing System Fax Volume Report –...
Page 332: Generating System Fax Reports
In the Report window, confirm the Name field displays the correct fax report type. In the Date Range section, select one of the five standard reporting periods or define one by entering a range of dates in the fields provided.
Page 333: Cover Pages
FaxPress Administrator Guide Cover Pages...
Page 334: Creating Cover Pages
Typical substitution variables might include the recipient’s name and fax number, your return voice number and fax number, the date and time, and a brief message. The variable information corresponds to the Send Fax interface information fields. For fax broadcasting or other kinds of high volume faxing, using imprint headers may be more practical than using cover pages.
Page 335: International (Non-English) Character Support
The WordPad cover page templates may also be modified using Microsoft Word. The most convenient, reliable way to create a new, customized cover page is to use or modify an existing template. Captaris strongly recommends that you use the provided Cover Page Templates to create your personal and company Cover Pages.
Page 336: Creating Cover Pages With Microsoft Word
330 for details on creating a Cover Page from a blank document. Customizing a Cover Page Template To use the one of the existing WordPad Templates to create a new custom cover page for your users, follow these steps:...
Page 337 Here is a cover page created from the existing Generic.doc file. The boldface text font has been changed, and a company name and logo graphic have been added. Note that the keyword fields have not been altered, and all 16 message lines are left in place.
Page 338: Publishing A Corporate Cover Page
Administrator privileges. Publishing a Corporate Cover Page To make a new, customized cover page template available as a corporate cover page by saving it to the Corporate Cover Pages folder, make sure you’re logged in as Administrator or as a user with Administrator privileges, and follow these steps: Select the Administration folder view.
Page 339 Click OK to the Cover Page OK message. The new cover page will now be added to the Corporate Cover Pages folder, and appear as a Cover Page option in the Send Fax interface. FaxPress Administrator Guide...
Page 340 Admin Guide > Creating Cover Pages with Microsoft Word...
Page 341: Cover Pages For International Character Support
Cover pages created in WordPad can support the use of international (non-English) characters once the appropriate font type is applied. Although the text of the bracketed fax keywords must not be modified, a font type that supports your language characters must be applied to the bracketed fax keywords.
Page 342: Creating A Cover Page Template From A Blank Word Document
You can create a custom template using Microsoft Word, and have complete control over the location of the fields, the text describing the fields, and any graphic elements you want to add to the template. However, certain restrictions apply to this procedure.
Page 343 FaxPress cover pages. Near the top of the blank page, type the heading or opening text that you want to appear on this cover page such as the company name and press Enter.
Page 344 Admin Guide > Creating Cover Pages with Microsoft Word Type in the name of the first field you want to add, such as To:. Be sure to add a space or two between the name and the keyword that creates the field.
Page 345 Admin Guide > Creating Cover Pages with Microsoft Word On the next line that you want to use for text, enter the next field name such as the recipient Fax Number: and click FaxPress CoverPage>Recipient>Fax Repeat the above steps to insert other identification elements including From: and Subject: (the keyword for Subject is located in the Miscellaneous option).
Page 346 If you alter the text or spaces between the brackets, the FaxPress software will not recognize the field. Create an area for the text message that is to appear in the fax in the manner described below. This area must include all 16 message keywords.
Page 347 16 lines, the message will be included as an attachment on a new page. After you have inserted all of the fields that you want on your cover page template, you can change the format of the descriptive text and add graphics as needed. Just make sure you do not change any of the text or spaces within the brackets of the keyword fields.
Page 348 Admin Guide > Creating Cover Pages with Microsoft Word 10. When you are satisfied, save the cover page template as a file in the Cover Page Templates folder. The filename must contain 8 characters or less. 11. To make the template available for your network users, add the template to the Corporate Cover Pages folder in the FaxPress Administration folder.
Page 349: Merging Faxes
FaxPress Administrator Guide Merging Faxes...
Page 350: Installing Faxmerge
Installing FaxMerge To install FaxMerge, follow these steps: To open the FaxMerge installation doc, go to Start>Programs>FaxPress>Microsoft Office Support>Install FaxMerge Click Enable Macros if prompted. In the MailMerge.doc Word document, click the Install FaxPress Mail Merge Link. Click FaxPress Administrator Guide...
Page 351 Admin Guide > Installing FaxMerge Installation Tip If you get a runtime 4149 error, or if the VB script shows, follow these steps: Do a search on your current drive for Normal.dot file and write down the path to With your Windows Explorer browse to your Program .
Page 352: Merging Faxes
This template document can then be merged with a data source (e.g., an ASCII file, another Word document, an Excel spreadsheet or a dBase database). This allows users to send what appears to be one personalized document to many recipients.
Page 353 Admin Guide > Merging Faxes...
Page 354 Admin Guide > Merging Faxes FaxPress Administrator Guide...
Page 355: Using Faxmerge With Microsoft Word/Office 97
Using FaxMerge with Microsoft Word/Office 97 If you know how to use Word’s MailMerge, using FaxMerge is easy. If you don’t already know how to Mail Merge, use the Word wizard to learn how. The steps involved in using FaxMerge are: Creating a data source that includes recipient information (i.e., fax numbers).
Page 356 Select Active Window to make the current document a merge template, or to change the document type. Or, if there are no open documents, and you’d like to create a new merge template, select New Main Document. This will create a new blank template.
Page 357 Admin Guide > Using FaxMerge with Microsoft Word/Office 97 Use the Get Data button to specify your data source, or use the Edit button to edit your document. Merged documents are faxed without a cover page. To include a cover page, set up the first page of the document to be the cover page.
Page 358: Attaching A Data Source
Admin Guide > Using FaxMerge with Microsoft Word/Office 97 Attaching a Data Source After you’ve created a Main document/template, you’ll need to attach a data source. For faxing, the data source is typically a contact list or phonebook. Note: Please remember that your data source must contain a field with the fax number for each recipient.
Page 359 Captaris.mdb is an Access database that contains fax numbers. In the Files of Type field, make sure the correct kind of data source is selected (MS Access in this case), then navigate to and select the data source file. Other data sources can be accessed using MS Query provided that the ODBC driver for that data source is installed.
Page 360 Admin Guide > Using FaxMerge with Microsoft Word/Office 97 If you have mapped a database, a dialog box will ask you to select a Table or Query. In this example, we have attached an Access database, so the Microsoft Access dialog box is displayed. Select an item from the Table or Query tab.
Page 361: Inserting Merge Fields
Main document and click on the Insert Merge Field button. You will see a dropdown list of available fields. The fields that appear in the drop down list will reflect the fields defined in your data source.
Page 362: Faxing The Merged Documents
Gerard Manley Hopkins Faxing the Merged Documents When you start the process of faxing, you will first be asked to map data source names to FaxPress names. When you have finished the mapping, faxing will start automatically. To fax your merged document, follow these steps: Select Tools>FaxPress Mail...
Page 363 >>. The list box on the right will keep track of your mappings. Each time you map a field, its name will be deleted from its list box and added back when the mapping is deleted. The FaxPress field Fax Number must be mapped.
Page 364: Using Faxmerge With Microsoft Word/Office 2000, Xp And 2003
Possible data source database types can include Access, Text, CSV and dBase files. The example used here is an Excel file with simple entries. After creating the file, save it in an easily accessible location. You’ll be retrieving it later when you merge your documents.
Page 365 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 In the FaxPress Server Login dialog box, choose a FaxPress Server to log in to, enter a User Name and Password, and click Login.
Page 366 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Select Tools>Letters and Mailings>MailMerge Wizard FaxPress Administrator Guide...
Page 367 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Make sure the Letters radio button is selected and click Next: Starting document button.
Page 368 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Next, select the Use the current document radio button and then click Next: Select recipients. FaxPress Administrator Guide...
Page 369 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Leave the Use an existing list radio button selected and click Browse to open the Select Data Source window. Open the data source you created in Creating a Data Source on page 352 and click Next.
Page 370 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 The Mail Merge Recipients window allows you to select recipients for your merged document. Use the Select All button and click OK, or specify individual recipients. FaxPress Administrator Guide...
Page 371 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Next, make sure the name of your data source file appears as the existing list from which the recipients will be drawn.
Page 372 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Next, to insert the merge fields, click on the icon to the left of the Insert Word Fields button. The name of this icon is Insert Merge Fields. The icon’s description will appear after you move your mouse over the icon.
Page 373 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 10. In the Insert Merge Field dialog box, make sure the Database Fields radio button is selected.
Page 374 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 11. The fields that appear in the Insert Merge Fields dialog box correspond to the fields in your Excel data source file. Select the fields from your data source that you’d like to add to your Word document, and click Insert.
Page 375 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 13. Write the text and edit your document. Merged documents are faxed without a cover page. To include a cover page, edit the first page of the document to be the cover page.
Page 376 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 14. Once you’ve finished editing your document, click on MS Word Tools>FaxPress Mail Merge. 15. When prompted to, Save your document. FaxPress Administrator Guide...
Page 377 Map the Fields you want. 17. Map the Fields you want and click the Map>> button to have fields on the right part of the dialog box. Once you done with the mapping click the OK button to start...
Page 378 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 When FaxMerge finishes its process the document and multiple recipients will be forwarded to the FaxPress. Click OK. You have completed the FaxPress Merge process. FaxPress Administrator Guide...
Page 379: Uninstalling Faxmerge
Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Uninstalling FaxMerge To uninstall, reopen the MailMerge.doc document Start>Programs>FaxPress>Microsoft Office Support>Install FaxMerge and click on the Uninstall FaxMerge Link button.
Page 380: Archiving Faxes
FaxPress Administrator Guide Archiving Faxes...
Page 381: Activating The Archive Service
Preparing your environment. Make sure that the target workstation the Archive uses to store its files has adequate disk space. If the FaxPress server is used as the target workstation, make sure the Archive does not start to consume too much disk space, which could compromise FaxPress performance.
Page 382: Archiving Faxes
FaxPress Archive generates fax and log file archive information data. This data is stored in a database for subsequent archive retrieval. FaxPress supports either MS SQL or MS Access database types. The Archive directory can be any sharable folder on the network.
Page 383: Updating The And Reconfiguring The Faxpress Archive
Once configured and started, the Archive service goes through the outgoing and incoming fax queues for all the FaxPress users and stores all the faxes into the specified Archive directory, a shared folder on the network. The records for the archived faxes are stored in either a Microsoft SQL or Access database.
Page 384: Configuring The Faxpress Archive
The purpose of the Administrative View mode is primarily for off-line, long-term storage with backups done once a day. In this mode, the faxes in the archive can only be accessed by FaxPress Administrators. In the All User View archive mode,...
Page 385 Archived Received Faxes folder in FaxPress, and only if the All User View mode is selected. Enter the FaxPress User Name and Password the Archive will use to log into the FaxPress. This account should have Administrator privileges.
Page 386: Configuring Archive For A Microsoft Access Database
Admin Guide > Configuring the FaxPress Archive SQL Database Server – Use this option if an MS SQL server is available. This will give users the performance, reliability and security that are available with the database server. Microsoft Access database – Use this option if you want to use an Access database, or if you do not have access to a relational database server.
Page 387 Admin Guide > Configuring the FaxPress Archive configured to do so, transaction log files. on page 373, the Select New or Existing Database screen is displayed. Select Connect to an Existing FaxPress Archive database if an archive database already exists and you just want to change other parameters unrelated to the database.
Page 388 Select Archive Database dialog box prompts you to select the type of database to use archive data storage. When archiving faxes, FaxPress Archive generates fax archive information data and, if configured to do so, transaction log files. on page 373, as shown below.
Page 389 User Name and Password – Enter a name and password for the Archive to use to log into the SQL server and create tables. The login account used by the Archive must have permission to create tables in the database. The same DSN will be used...
Page 390 Admin Guide > Configuring the FaxPress Archive by the archive program to connect to the database to enter data. If the right DSN is not displayed, or you want to select or create an alternate DSN, click the Browse button and follow the instruction in Connecting FaxPress Archive to a DSN (SQL Databases) on page 386.
Page 391: Configuring The Archive Program's Properties
Admin Guide > Configuring the FaxPress Archive Configuring the Archive Program’s Properties After you’ve selected and configured an Access or SQL database, the Archive wizard will finish the configuration process by prompting you for FaxPress server selection and archiving properties.
Page 392 Faxes. Otherwise, the sent faxes are automatically removed from the outgoing queue after a successful transmission. See Advanced Functions on page 115 for more information . The Received Faxes Archive window lets you choose whether or not to archive received faxes.
Page 393 Archive only received faxes older than x days: This specifies how long a fax must be in the incoming queue before it is archived. This ensures that a fax is in the incoming queue for a certain amount of time before it is moved into the archive.
Page 394 Reclamation settings of the FaxPress Server Properties. See Storage Reclamation on page 136. The Archive Options dialog box allows you to select the archive storage format for your faxes and the user name and password for accessing your archive database.
Page 395 Admin Guide > Configuring the FaxPress Archive What file format should the faxes be stored: Options for file format in- clude DCX, TIFF or PDF. The content of PDF files is not searchable or editable using the PDF’s search and edit functions.
Page 396 The option is recommended when you have chosen to use the Archive in the All User View mode. Run FaxPress Archive once a day at - Choose this option to run the archive program once a day. The time can be specified next to this option. Choose a time when there is minimal workload on the FaxPress server.
Page 397 FaxPress server. If a new Access database is selected, a new Access database is created with the archive tables. If an MS SQL server is selected, the tables are created in the default database. If the tables already exist in the database, then the tables are verified to ensure the correct format.
Page 398: Connecting Faxpress Archive To A Dsn (Sql Databases)
Connecting FaxPress Archive to a DSN (SQL Databases) When FaxPress Archive is configured for an MS SQL database (see Configuring Archive for an MS SQL Database on page 376), the FaxPress requires a DSN to use for writing to the database.
Page 399 DSN is indicated in the middle column by User or System. A User DSN is a DSN that can only be seen by the login user that created it. A System DSN is a DSN that is visible to all users on that workstation no matter who created it.
Page 400 Admin Guide > Connecting FaxPress Archive to a DSN (SQL Databases) The next screen will display the list of available ODBC drivers installed on your system. Select SQL Server. The next screen will display the new data source. Click Finish to complete this section and proceed to configuring the connection.
Page 401 Server: The is the name of the SQL server. Click Next>. Select either Windows NT or SQL server authentication method from the next screen. Note: The method you select will depend on how the database is configured. FaxPress Administrator Guide...
Page 402 11. Select Change the Default Database To and select the your database from the scroll down list. 11. For the rest of the setting in this dialog box, we recommend that you select the following: Select Create temporary stored procedures for prepared SQL state- ments and drop the stored procedures.
Page 403 Admin Guide > Connecting FaxPress Archive to a DSN (SQL Databases) 12. The next screen allows you to specify options for logging in and regional settings. Specify these as appropriate for your environment. They do not affect the operations of FaxPress Archive.
Page 404: Starting And Stopping The Archive Service
Admin Guide > Starting and Stopping the Archive Service Starting and Stopping the Archive Service After being configured, the FaxPress Archive service will need to be started. The default startup type is automatic. To start the FaxPress Archive service, follow these steps: Login as Administrator to FaxPress.
Page 405: Using The Faxpress Archive
Admin Guide > Using the FaxPress Archive Using the FaxPress Archive Faxes will only be archived if the FaxPress Archive service for has been enabled, configured and started. Accessing the Archived Faxes FaxPress Archive can be configured to store archived faxes in two locations: At the individual user level, the user’s personal archived faxes are stored in the...
Page 406: Working With Archived Faxes
Archived faxes can be viewed, saved, converted to text, printed, e-mailed, and sent through FaxPress. Archived faxes can be saved in TIF, DCX or PDF file format. If a fax is saved or archived as a PDF file, the content of the PDF will not be searchable or editable using the PDF’s search and edit functions.
Page 407: Filtering Archived Faxes
To print your archived fax, right click on the fax and select Print. This will launch the standard print dialog box. To attach this fax to an email, right click on the fax and select Mail. Your fax will be attached to your client MAPI mail for you to address.
Page 408 List All Sent Faxes – Select this option to show all sent faxes for the current FaxPress user. Sent – Filters the list so that only faxes that were sent with a particular time will be shown. Dropping the list allows options for selecting faxes from all days, the last x number of days from the client workstation’s current date, on or before a...
Page 409 Admin Guide > Using the FaxPress Archive Fax Status – Filters the list so that only faxes with a certain status will be show. Dropping the list allows options for selecting faxes with any kind of status, failed status, and sent status.
Page 410: Filtering Archived Transaction Logs
Fax Status – Filters the list so that only faxes with a certain status will be show. Dropping the list allows options for selecting faxes with any kind of status, OK status, and not OK status.
Page 411 From the scroll down list, you can select options for: receptions with all pages, less than or equal to a certain number of pages, greater than or equal to a certain number of pages, and also the specified number of pages.
Page 412 FaxPress. Status – Filters the list so that only faxes with a certain status will be show. From the scroll down list, you can select options for: faxes with any kind of status, OK status, and not OK status.
Page 413 RTI – Filters the list so that only transmissions sent to a fax machine with a particular remote terminal ID (RTI) will be shown. From the scroll down list, you can select options for: faxes sent to a machine with a RTI that begins, contains, ends, or matches the specified phrase.
Page 414 FaxPress. Status – Filters the list so that only faxes with a certain status will be show. From the scroll down list, you can select options for: faxes with any kind of status, failed status, and sent status.
Page 415: Web Services Sdk
FaxPress Administrator Guide Web Services SDK...
Page 416: Web Services Sdk
Web Services functionality is compatible with the FaxPress Web Services interface. At a high level, the Java API, generated from Apache Axis wsdlgen, provides a 100% pure Java client for the FaxPress Server. The C# and Visual Basic APIs are automatically generated from the WSDL file in Microsoft’s .Net environment.
Page 417: Connectors
FaxPress Administrator Guide Connectors...
Page 418: Hp9100C Scanner Connector
Service Rights. This will have to be granted to the user. Install only on a Windows NT or 2000 computer. If an HP Network Scanjet 5 scanner is on the network, the HP Digital Sender Service can be installed on the Windows NT server the HP Network Scanjet 5 scanner service is on.
Page 419 A question will appear prompting for the addition of the Fax Service Functionality. Click Yes to add. Choose FaxPress from the list of LAN Fax vendors, and browse to the Work Area Path (typically \Captaris\08xxxxxx\hpfscan on the file server hosting the FaxPress).
Page 420: Configuring
Click the Fax tab and Network Fax Server. (This is a functionality of Firmware 3.0. Click here for the upgrade.) In the HP Digital Sender Service box, enter the Network Name or IP address of the computer that has the HP Digital Sender LAN Fax Service installed on it.
Page 421 10. Add Fax destinations to the public fax address book: In Address Book Manager, click Public Fax. Click File and New. Fill in the information in the Fax dialog box and click Add. Repeat step c for each fax destination. Click Close when finished.
Page 422: Faxpress And Ricoh Globalscan 2.0 Integration
Upon installation and configuration of the system, the administrator will decide on Captaris Fax or Captaris Authenticated Fax. If the administrator chooses Captaris Fax, a gateway account must be added using the FaxPress client and then configured as a shared GlobalScan account using the service admin configuration interface.
Page 423 The following three steps outline the installation process: Step 1: Welcome Step 2: Copy All files are copied to the Ricoh directories (as FaxPress for non-authenticated or FaxPressAuth for authenticated): FaxPress.dll is copied to \RICOH\GlobalScan\Plugins\FaxPress\ Admin ASP files are copied to \RICOH\GlobalScan\Web\Admin\Plugins\Fax-...
Page 424 Step 3: Installation Complete Click Finish to complete the installation. Administering the GlobalScan 2.0 FaxPress Service Add the FaxPress service to the GlobalScan server in accordance with the GlobalScan documentation. The following example shows a Test project that includes the FaxPress service:...
Page 425 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration After adding the FaxPress service to the project, the administrator needs to configure the FaxPress Service Configuration. FaxPress Service Configuration Click Configure next to the Captaris Fax service to configure the FaxPress service.
Page 426 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration FaxPress Plug-in Configuration screen...
Page 427 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration If the FaxPress server is on the same subnet as the GlobalScan server, its name will show up in the Server List dropdown. Otherwise, an administrator needs to select Other from the dropdown and manually type in the IP address of the FaxPress server.
Page 428 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration User Guide When properly configured, the FaxPress service is available from the GlobalScan MFD console. To send a fax, select Captaris Fax and configure the fax parameters as shown: From/Subject Form New Recipient Form...
Page 429 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration Enter the recipient fax number, name and company and press OK. To enter multiple recipients, press New Recipient again. The recipient information is concatenated into the recipient list using the format name@fax number @ company. You can add as many recipients as you want.
Page 430 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration Group - Selecting External Phone Book Group If the FaxPress server is configured to use an external database phonebook (ODBC phonebook), you can select the phonebook group:...
Page 431 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration To change, click the dropdown and select the group name from the list. FaxPress Administrator Guide...
Page 432 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration Selecting Recipients Form an External Phone Book Group...
Page 433 Once the group is selected, press Group Members and select the recipients from the phonebook. To search for a recipient, press Search and type in the first few letters of the recipient’s name. For example, to search for a name that contains "Ni":...
Page 434 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration The list will display: Cover Page To select a cover page, press Cover Page. Available cover pages will be displayed. The standard FaxPress supports corporate or no cover page, and the FaxPress supports multiple corporate and personal cover pages.
Page 435 Admin Guide > FaxPress and Ricoh GlobalScan 2.0 Integration FaxPress Authenticated Service FaxPress Authenticated Service requires thes user to login before scan functionality is enabled. A user logs in using their personal FaxPress account credentials to login to FaxPress before they can send the fax: FaxPress Administrator Guide...
Page 436: Sharp Osa Connector
Note: The method you use to copy the file to your FaxPress server is up to you. One method is to copy the file in step 1 from the CD to a shared directory on a client workstation. Using Remote Desktop, access the shared directory from the FaxPress server and copy the file over using Explorer.
Page 437 Admin Guide > Sharp OSA Connector It is not necessary to change the default settings in the Select Installation Address screen unless absolutely necessary. You can press Disk Cost... to see how much disk space is available on the FaxPress server. FaxPress Administrator Guide...
Page 438 Admin Guide > Sharp OSA Connector Start the installation by pressing Next>.
Page 439 Admin Guide > Sharp OSA Connector FaxPress Administrator Guide...
Page 440 Admin Guide > Sharp OSA Connector Press Done to finish the installation.
Page 441 Admin Guide > Sharp OSA Connector Launch Internet Explorer on the FaxPress server and connect to http:// localhost/faxpressconfig.aspx. The Captaris FaxPress Plugin Configuration page is displayed. FaxPress Administrator Guide...
Page 442 Admin Guide > Sharp OSA Connector Configure the fields and checkboxes in the Configuration page as follows: FaxPress Server - Custom - Share this account for all users - User Name - Password - Login - Allow user to fax directory without having to log in -...
Page 443 The connector runs as a .NET application installed on the FaxPress server. To add FaxPress to the set of applications available on the MFP, you will first need to register the OSA Application. This is done by specifying the address of the home page for the FaxPress OSA application.
Page 444 Note: Note: Replace <Server IP Address> with the actual IP address of the FaxPress server. The FaxPress server name will be set to the name of the local server and cannot be changed. The administrator needs to select the user account to use when faxing.
Page 445 All users send from a shared account and therefore do not need to login individually in order to fax. In this case check the Share this account for all users and specify a user name and password. Click Login to verify the account information.
Page 446 Admin Guide > Sharp OSA Connector You can add recipients manually or by selecting them from any database phonebook: To define a recipient manually, specify the recipient name, fax number, and company (only a fax number is necessary). You may combine recipients that you define manually with recipient that you select from the phonebooks.
Page 447: Setting The Default Phonebook
FaxPress: One-Click Search Click on the first letter of the recipient’s first or last name. The list of matching recipients will be displayed: You may also select to create a filter by specifying a combination of name, fax number and company.
Page 448: Faxpress + Ecopy Sharescan Op Integration
DSN for FaxPress. FaxPress runs under the user account so that it can work with user DSN. But to connect to the same database, the eCopy connector requires that the DSN is configured as a system DSN.
Page 449 Configuration tab allows you to specify which ODBC phonebook and view will be accessible to users via the Connector user interface. See Contacts and Phone Books on page 233 for more information on integrating the FaxPress Phone Book with external databases.
Page 450: Installing The Faxpress Ecopy Connector
The FaxPress Connector must be installed onto a machine already running: ShareScan OP Service Manager. FaxPress Administrator client. To install the FaxPress eCopy Connector from the Captaris FaxPress CD, follow these steps: Log on to the workstation as administrator or as a user with administrator privileges.
Page 451 Admin Guide > Installing the FaxPress eCopy Connector Select Administrator Installation. Select the Email Gateways and Connectors button. FaxPress Administrator Guide...
Page 452 Admin Guide > Installing the FaxPress eCopy Connector Select eCopy Connector 2.0 to use with eCopy ShareScan OP v2.0, or select eCopy Connector 3.0 to use with eCopy ShareScan OP v3.0. Click Next>.
Page 453 Admin Guide > Installing the FaxPress eCopy Connector Confirm the default destination by clicking Next>, or select Browse to choose a new location. 10. Click Finish. FaxPress Administrator Guide...
Page 454 Admin Guide > Installing the FaxPress eCopy Connector...
Page 455: Configuring The Faxpress Ecopy Connector
Shared Account Mode In shared account mode, all users share one account and are not prompted to log in. Corporate cover pages are accessible, but personal cover pages are not. Using the shared account mode requires a dedicated FaxPress account for the Connector. Either create a new FaxPress account or dedicate an existing one.
Page 456 Admin Guide > Configuring the FaxPress eCopy Connector Note: If more than one FaxPress or FaxPress server is active on the network, the ShareScan OP Administration utility will allow you to select the FaxPress server to use. In the Display tab of the eCopy ShareScan OP Administration interface, the Image and Label fields display the default fax icon and associated text representing the FaxPress faxing option in the copier, scanner or MFP’s LCD control...
Page 457 Select the Configure tab. The Configure tab provides a number of configuration options. The Connector can save one configuration or multiple configuration profiles. If there are multiple FaxPress servers on the network, use the Server List to select a FaxPress server.
Page 458 Individual account – In this mode, users access their own personal accounts for faxing and are prompted to log in to scan and fax from the copier or MFP. To use this mode, select the Enable User Authentication option. In the individual account mode, outgoing faxes sent via the Connector appear in users’...
Page 459 Unlimited File size – The connector will always use the same log file, no matter what the size is. When the size reaches a certain size – A new log file is created only when the previous file reaches a given limit.
Page 460: Implementing The Faxpress Connector
Properties of the FaxPress eCopy Connector. Resides on the same networked PC as the eCopy ShareScan OP Services Manager and FaxPress eCopy Connector. Control Panel Fax Forms – Fax interfaces for users are available on either the copier/ scanner/MFP, the eCopy server control panel, or both.
Page 461: Sending Faxes From Copiers, Scanners And Mfps
Sending Faxes From Copiers, Scanners and MFPs The FaxPress Connector user interface provides convenient and user friendly touch-screen faxing. To send faxes from a copier, scanner or MFP using the FaxPress Connector, follow these steps: Place the document into the feeder or onto the scan bed.
Page 462 Admin Guide > Sending Faxes From Copiers, Scanners and MFPs The scan status interface provides a visual account of your scanned fax document. Use the Next button to enter fax sender and recipient information and begin transmission. Use the Scan More button to include additional pages or documents.
Page 463 The Subject field allows you to enter information that will appear in the Subject field of the fax cover page. Use the Billback Code field to associate a bill back code with the fax. If the Connector is running in individual account mode, the Cover Page field will allow you to select either corporate or personal cover pages.
Page 464 Admin Guide > Sending Faxes From Copiers, Scanners and MFPs The Recipient Information interface allows you enter a recipient Name, Company and Fax Number. This information will appear on the fax cover page. Only the fax number is required. Click OK to return to the Send interface.
Page 465 To drop-down list to select recipients. The Connector’s look-ahead search feature allows you to enter only the first few letters of a recipient name and then directs you the recipient from the drop-down list. simplifies data entry, especially on copiers and MFP devices with soft keyboards.
Page 466 Admin Guide > Sending Faxes From Copiers, Scanners and MFPs In the Document Sent Successfully window, selecting the Done button allows you to exit the Connector interface and return to the initial ShareScan OP window shown in step 1. Selecting the New Document button allows you to send additional documents using the same sender and recipient settings from the previous job.
Page 467 Admin Guide > Sending Faxes From Copiers, Scanners and MFPs FaxPress Administrator Guide...
Page 468: Faxpress + Efi Sendme Integration
SendMe MFD-compatible device. Once installed, the FaxPress button shows up on SendMe main screen. To fax a document, users are prompted to scan and enter a list of recipient names and fax numbers. Recipient information can be entered directly via the SendMe console or selected from any database address book.
Page 469 Each user will need to login using their own credentials on FaxPress before be- ing able to send a fax. In this case, uncheck the Share this account for all users. For troubleshooting, you may turn on tracing and specify the path where the trace file should be generated and the maximum size of the file.
Page 470 (fax number is the only mandatory field, the rest are optional). After you enter the recipient information click To - >’ to add it to the list. To remove a recipient from the list, select the entry and click the <- Delete button.
Page 471 Each phonebook may have multiple views (groups). You can select the group by clicking the Phonebooks combo box and enter a text in the quick search field. Only those items that contain the text will show up in the list .
Page 472: Microsoft Terminal Server
FaxPress Administrator Guide Microsoft Terminal Server...
Page 473: Using Microsoft Windows Terminal Server
The Citrix MetaFrame application provides Microsoft’s Windows Terminal Server with additional server and client functionality by allowing any client, no matter what operating system, to connect to a Windows Terminal Server and run a Windows application through their browser. MetaFrame also provides a secure encryption option, load balancing, and enables publishing and application management from a single server in a server farm.
Page 474: Citrix Standard And Non-Standard Published Apps
Applications include any Windows-based 32-bit Microsoft applications such as Microsoft Office and printing applications. Captaris cannot guarantee support for non-standard, non- Windows-based applications. These include custom applications for DOS, Unix, AS/400 running accounting, financial and payroll systems that must print to a DOS printer. FaxPress Administrator Guide...
Page 475: Installing The Faxpress Client On Terminal Server
Windows Terminal Server environment requires you to install just one copy of the FaxPress client for Windows Terminal Server on the Terminal Server itself. The FaxPress client features then become accessible to all users on the network.
Page 476 Admin Guide > Installing the FaxPress Client on Terminal Server For the Terminal Server to be in install mode and for the required compatibility scripts to run during setup, you will have to exit out of the FaxPress setup, and install the FaxPress client from the Windows Add/Remove Programs Control Panel.
Page 477 Admin Guide > Installing the FaxPress Client on Terminal Server Click Next>. In the Run Installation Program window, install.exe will appear in the Command line for installation program field. Click Next>.
Page 478 Admin Guide > Installing the FaxPress Client on Terminal Server In the Change User Option window, select All users begin with common application settings, then click Next>. In the Welcome to FaxPress Installation screen, click Next>. FaxPress Administrator Guide...
Page 479 Admin Guide > Installing the FaxPress Client on Terminal Server 10. From the Select Components screen, select Install FaxPress client for Microsoft Terminal Server, then click Next>. 11. In the Default Protocol window, select the TCP/IP, IPX/SPX, or NetWare 5 radio button, then click Next>.
Page 480 Files\Captaris\FaxPress where Drive letter is the NT Terminal Server root directory. Make sure the Captaris files are copied to the WinNT root drive only. Do not copy the Captaris files to any other mapped directory. Click Next>. 13. The Shared Directory screen requires you to click Browse to specify a shared directory for the FaxPress host.ip file.
Page 481 Admin Guide > Installing the FaxPress Client on Terminal Server 14. In the Choose Folder window, select FaxPress. 15. The Personal Folders screen requires you to specify a location for your Personal Folders directory. Click Next> to select the default location, or Browse to select...
Page 482 Admin Guide > Installing the FaxPress Client on Terminal Server 16. In the Select Program Folder window, click Next>. 17. The FaxPress Outlook Direct for Terminal Server clients provides you the option of installing the FaxPress Outlook Direct email gateway. Outlook Direct offers seamless fax/email integration, offering users the ability to send and receive faxes right from the Outlook mail client interface.
Page 483 Outlook to the FaxPress server. Client rather than server-based, Outlook Direct has the ability to operate independently of an Exchange server, making it ideal for smaller networks. Outlook Direct is not the ideal choice, however, for a remote, dial-up or Virtual Private Network connection.
Page 484 19. When the After Installation screen appears, indicating you’ve returned to the Microsoft Add/Remove Programs wizard, click Next> 20. When the Finish Admin Install window appears, click Finish, then reboot the Terminal Server. After rebooting, log in to the FaxPress client to send and receive test faxes. FaxPress Administrator Guide...
Page 485 On the Application Location tab, in the Command Line box, insert the text: "C:\Program Files\Captaris\FaxPress\Daemon.exe" -P before the application name. Citrix will add the quotes for you. For instance, to publish Adobe Acrobat Reader, you’d start with the application command line: "C:\Program Files\Adobe\Acrobat 5.0\Reader\AcroRd32.exe"...
Page 486 The daemon is provided with concurrency issue handling; it internally ensures that only one copy of it is active. Application open and close order is irrelevant; if the app with the currently active daemon is closed, one of the other daemons is awakened and becomes active.
Page 487 Admin Guide > Installing the FaxPress Client on Terminal Server In the mail Properties window, click Show Profiles. Select the User Profile to edit, then click Properties.
Page 488 Admin Guide > Installing the FaxPress Client on Terminal Server In the user’s Properties window, with the Services tab selected, click Add. In the Add Services to Profile window, select FaxPress Exchange Direct, and click OK. FaxPress Administrator Guide...
Page 489 Admin Guide > Installing the FaxPress Client on Terminal Server The Login tab of the FaxPress Transport Properties dialog box provides the information required for the transport to log in to the user’s FaxPress account. Select the FaxPress Server name or IP address from the pull-down menu.
Page 490 Note: Login is automatic and occurs when you open the mail client. If the transport can’t log onto the server, you will be notified only after you try to send a fax. Use the Verify Login button to confirm login.
Page 491 Admin Guide > Installing the FaxPress Client on Terminal Server 10. From the user’s mail Properties dialog box, and select the Delivery tab. Select FaxPress Exchange Direct from the list of information services, then click the Up arrow to place it first in the list.
Page 492 Admin Guide > Installing the FaxPress Client on Terminal Server 12. From the Add Address List window, select Contacts and click Add. Click Close to save and exit. should now appear as an address list option. Click Apply, then OK to exit.
Page 493 14. Close all programs and reboot the Terminal Server. After rebooting, have all the users log in and send test faxes to confirm the setup’s success. Also, make sure any shared resources, such as network drives or printers, are set up for each user before using FaxPress.
Page 494 To confirm that the FaxPress is able to communicate using TCP/IP: the FaxPress server must be assigned an IP address. the FaxPress client must be set to use TCP/IP as the default network protocol, a selection made during the client setup.
Page 495: Installing Software From The Network
Admin Guide > Installing the FaxPress Client on Terminal Server Enter an IP address in the FaxPress IP Address field, and a subnet mask address in the IP Mask field. Click the Set, then the Exit button. Reboot the FaxPress server.
Page 496 FPCLIENT.32—For Windows 95/98, NT, 2000/2003 and Vista Locate and double-click on rsetup.exe to start the installation program. Note: If you install the client software from the network, you can only choose either the Typical or Compact installation. You will not be able to install the administration utilities that are available when installing the Administrator installation option.
Page 497: Internet Faxing
FaxPress Administrator Guide Internet Faxing...
Page 498: Internet Faxing
Fax all faxes addressed to a specific fax number You can also configure CIF to resend the fax over a local phone line if the fax is not received by the remote FaxPress server within a specified time period.
Page 499 CIF table. The local FaxPress’s IP address is the default if no other IP address is specified, which means that if the provided fax number cannot be found in the CIF table, the fax job will be submitted to the local FaxPress.
Page 500: Creating An Internet Routing Table
When your FaxPress server sends a fax, it will use the lookup table to determine whether to use a phone line or the internet. When it receives an internet fax, a FaxPress server will process the fax normally, but if the FaxPress server sees an external number, the FaxPress server will automatically use its phone lines to forward the fax to its final destination.
Page 501 Admin Guide > Internet Faxing When the local server sees a fax number, it will parse it per the criteria you set in the Country Code, Area Code and Fax Number (or prefix) fields to determine whether it should be sent to the specified remote server. You can specify phone number criteria in terms of country code, area code, and fax number or fax number prefix.
Page 502: Configuring The Faxpress For Cif To A Faxpress Server
Line Settings. If so, the fax job will be stored in the Assign line to user incoming fax queue. By default, Assign line to user is the FaxPress Unaddressed user.
Page 503 Apply Rules=<0,1> -- Applies Dialing Rules to Fax Number (0=Disable, 1=Enable). Add PBX=<0,1,2> -- Adds PBX access code (0=Disable, 1=Enable and put it in front of fax number, 2= Enable and put it after the fax number). Call Type=<0,1,2> -- Adds PBX access code for (0=All, 1=Long Distance &...
Page 504: Appendix
FaxPress Administrator Guide Appendix...
Page 505: Compliance
These models have been type tested and found to comply with the limits for a Class A computing device pursuant to Subpart J of Part 15 of FCC Rules, which are designed to provide reasonable protection against such interference when operated in a commercial environment.
Page 506: Electrical Safety Advisory
Electrical Safety Advisory We recommend the installation of an AC surge arrestor in the AC outlet to which this equipment is connected. Telephone companies report that electrical surges, typically lighting transients, are very destructive to customer terminal equipment connected to AC power sources.
Page 507: Important Information For Canadian Customers
The FaxPress USA complies with the Industry Canada rules. An Industry Canada label is located on the analog fax board of the FaxPress unit, and the T1 board of the FaxPress unit. The label on the analog fax board displays the Industry Canada Registration Number IC:885 10497 A.
Page 508: Load Number
individual.
Page 509: French Safety Advisory
Cet appareil doit accepter quelquonque interference reçue, même si celle-ci pourrait causer un disfonctionement. Avertissement sur l’inscription CE Cet appareil est de classe A. S’il est situé à l’interieur, il peut causer des parasites. Dans ce cas, l’usager doit prendre des mesures en conséquences. Mesures de securité :...
Page 510: Cordon D'alimentation
Admin Guide > Compliance Cordon d’alimentation Le FaxPress est liste UL et vendu avec un cordon détachable à 3 fils avec une prise à trois becs afin de se connecter à la source de courant. Attention : Utiliser seulement le cordon à trois fils vendu avec l’appareil.
Page 511: 32-Bit Odbc Data Sources
The main proponent and supplier of ODBC programming support is Microsoft. If you do not have a 32 Bit ODBC installed on your machine, you can install it from your FaxPress CD. To install a 32 Bit ODBC: If you are installing the 32 Bit ODBC on a Windows 95 operating system, you must first install the distributed component object model.
Page 512 If the driver is not present, look in the other tab (in the above case, check the System tab). Where the dBase driver is located does not matter as long as it is present in one of these locations. The only difference is that the User DSN can only be seen by the current user...
Page 513 System DSN type. The type of each DSN is denoted in the middle column by User or System. A User DSN is a DSN that can only be seen by the login user that created it. A System DSN is a DSN that is visible to all users on that workstation no mat- ter who created it.
Page 514 Select Change the Default Database To and select the your database from the scroll down list. For the rest of the setting in this dialog box, we recommend that you select the following: Select Create temporary stored procedures for prepared SQL...
Page 515 If for example you have selected a SQL server, the following dialog would come up to allow you to specify a name and description for this data base, and the name of the SQL server to connect to.
Page 516: Directory Structure
Admin Guide > Directory Structure Directory Structure FaxPress Server Directory FaxPress system files, as well as user and job databases, are stored in the C:\Castelle directory of the FaxPress’s Embedded Windows operating system. There is no need to access the server directory unless specifically directed by Captaris technical support or the Administrator Guide.
Page 517: Captaris Faxpress Support Agreement
Captaris will make commercially reasonable efforts to meet this goal. A purchase order or credit card is needed as collateral to cover the cost of the Advance Swap. You are responsible for one-way shipping charge. This benefit does not...
Page 518 Monday to Friday, 6am to 5PM (PST), excluding Captaris holidays. Technical Support can be reached by phone at (408) 852-8080 or by fax at (408) 852-8180 or by email at support@Captaris.com. Captaris’s Customer Services Web site offers 24/7 unlimited free access to useful product-specific technical information.
Page 519: Support Services Terms And Conditions
(i) Customer’s failure to implement all Upgrades and Up- dates provided to Customer; (ii) use of the Software on a CPU other than the designated CPU for which such Software was designed and licensed for use;...
Page 520 Admin Guide > Support Services Terms and Conditions right to decline to support any Hardware or Software that has not been on con- tinuous support with Captaris or has been modified by Customer or a third party without Captaris’s responsible for paying Captaris’s then-current stan- dard charges to restore such Hardware or Software to a condition or version acceptable to Captaris prior to Captaris starting Support Services.
Page 521 The provision of Support Services by Captaris to Customer will be governed for all purposes by the laws of the State of California, USA without regard to conflict of laws principles. If any provision of these Terms and Conditions is held by a court of competent jurisdiction to be unenforceable, the offending provision will be deemed severed and the remaining provisions will remain in full force and effect.
Page 522: Contact Information
Technical Support Captaris is committed to providing professional customer support and excellent services. We provide several enhanced support plans that are specially designed to meet your business needs and support requirements. For more information, visit the Captaris Technical Support page.
Page 523 Automatic Fax Routing backing up the Premier Bates Bates coding Bates numbering Bates stamping bill back codes, defining building complex fax phone numbers Changing IP address checksum Citrix MetaFrame NFuse Published Applications FaxPress Administrator Guide...
Page 524 Corporate Cover Page cover page corporate personal templates – cover pages CRC32 creating external phone book views CSID databases Microsoft Access define the fax merge variables delivery unaddressed faxes Diagnostics dialing international long distance dialing properties configuring dialing rules...
Page 525 Admin Guide > Index external database phone books dialing type routing setting type direction of fax line drag & drop fax routing Drop Directory DropFax Service DTMF dialing procedure routing setting type email archived faxes error correction mode Exchange users...
Page 526 French safety advisory importing Exchange users importing users from Active Directory incoming faxes unaddressed unadressed faxes install mode installing the FaxPress client preparing the Terminal Server requirements international character support international dialing internet faxing configuring joins in phone book view...
Page 527 Admin Guide > Index line direction line optimization line settings unaddressed faxes load balancing Load sharing locate the server logs transaction mailboxes unaddressed merging faxes Microsoft Access Migration Wizard minimum idle lines multi-user network security Non-Standard Published Applications Novell users...
Page 528 Admin Guide > Index contructing complex fax numbers dialing rules specifying area codes Pop-up Blocker and the Web Services Client printing archived faxes privilege levels user production faxing inbound properties archived faxes Published Appications non-standard pulse dial line settings rack mounting...
Page 529 Unaddressed User Mailbox routing uninstalling FaxPress Client Upgrading a Previous MSI Package user accounts accessing Novell user groups Single Sign On user privileges viewing archived faxes FaxPress Administrator Guide...
Page 530 Admin Guide > Index server properites Warranty warranty Web Services SDK Windows-based Terminals...
Page 532 Admin Guide > Index...

This manual is also suitable for:

Faxpress 5.1

Captaris FaxPress Supplementary Manual

Important Notice

Introducing the Faxpress

Introducing the Faxpress

Setting up the Faxpress Server

Setting up the Faxpress Server

File Conversion Service

Changing the Faxpress Server's IP Address

Changing the Faxpress Serial Number to a Name

Powering on the Faxpress Server

Using Remote Desktop

Installing the Client

Installing the Captaris Faxpress Client

Creating a Remote Installation

Deploying MSI Packages with Group Policy

Installing the Faxpress Administrator Client

Installing the Faxpress User Client

Installing the Client on Windows Terminal Server

Uninstalling the Captaris Faxpress Client

International (Non-English) Character Support

Faxpress Introduction

Faxpress Introduction

About the Administrator Mailbox

Activating the Faxpress Software

Locating a Remote Faxpress Server

Configuring the Faxpress Server

Adaptive Faxing

Automatic Routing and PBX Integration

Configuring the Administrator Account

Configuring the Faxpress

Receiving a Test Fax

Sending a Test Fax

Setting the Faxpress Server Properties

Advanced Functions

Captaris Internet Faxing (CIF)

Dialing Properties

DID/PBX (Analog)

Email

Line Settings

Load Sharing

Server Information

Server Settings

Setting the Faxpress Server Properties

Storage Reclamation

User Authentication (Novell Only)

Creating User and Group Accounts

Configuring the User Properties

Creating and Configuring Groups

Creating User Accounts

Manually Creating Users

Importing and Mapping Users

Importing Users with the Migration Wizard

Importing Microsoft Exchange Users

Importing and Mapping Users

Novell Single Sign on

Using the Active Directory Synchronizer

Faxpress Administration

Configuring Fax Approval

Configuring Fax Lines

Configuring the Incoming/Outgoing Deny List

Defining Bill Back Codes

Faxpress Administration

Managing Transaction Logs

Using the Carbon Copy Feature

Backup and Restore

Backup & Restore

Contacts and Phone Books

Contacts and Phone Books

System and Diagnostics

Alert Service Module

Performance Monitor

System & Diagnostics

Trace Management

Email Integration

Email Integration

Drop Directory and Dropfax Service

Creating and Configuring Outbound Drop Directories

Drop Directory and the Dropfax Service

Inbound Production Faxing and the Dropfax Service

Job Control, Data and Notice Files