Captaris FaxPress 5.1 Manuals

Manuals and User Guides for Captaris FaxPress 5.1. We have 2 Captaris FaxPress 5.1 manuals available for free PDF download: Supplementary Manual, User Manual

Captaris FaxPress 5.1 Supplementary Manual (532 pages)

Castelle Captaris FaxPress FAX Servers: Supplementary Guide

Brand: Captaris | Category: Software | Size: 21.95 MB

Table of Contents
3
Important Notice

13
Introducing the Faxpress

13
Introducing the Faxpress

14
- Faxpress, the Captaris Faxpress Server Client Software
  14
- Faxpress Hardware Features
  16
- Electronic Documentation
  18
- Technical Support
  19
- Web Site
  19
Setting up the Faxpress Server

20
Setting up the Faxpress Server

21
File Conversion Service

26
- Installing Applications for the File Conversion Service
  26
- Faxpress Users and the File Conversion Service
  26
Changing the Faxpress Server's IP Address

28
Changing the Faxpress Serial Number to a Name

29
Powering on the Faxpress Server

30
- Powering on in a DHCP Environment
  30
- Powering on in a Static IP Environment
  30
Using Remote Desktop

31
- Changing the Faxpress Server's IP Address Using Remote Desktop
  31
Installing the Client

32
Installing the Captaris Faxpress Client

33
Creating a Remote Installation

34
Deploying MSI Packages with Group Policy

38
Installing the Faxpress Administrator Client

45
- Requirements
  45
Installing the Faxpress User Client

53
Installing the Client on Windows Terminal Server

61
Uninstalling the Captaris Faxpress Client

70
International (Non-English) Character Support

73
Faxpress Introduction

74
Faxpress Introduction

75
About the Administrator Mailbox

84
- Unaddressed Faxes
  84
- Notices
  84
- Fax Reports
  84
- Saved Faxes
  85
Activating the Faxpress Software

86
Locating a Remote Faxpress Server

88
Configuring the Faxpress Server

91
Adaptive Faxing

92
Automatic Routing and PBX Integration

93
Configuring the Administrator Account

103
Configuring the Faxpress

105
Receiving a Test Fax

116
- Routing Faxes
  116
Sending a Test Fax

119
- Fax Confirmation
  122
- About the Outgoing Fax Queue and Fax Status
  123
Setting the Faxpress Server Properties

126
Advanced Functions

127
Captaris Internet Faxing (CIF)

129
Dialing Properties

130
DID/PBX (Analog)

134
Email

136
Line Settings

137
- Fax Line
  137
- Dialing Type
  138
- Line Direction
  138
- Routing Type
  139
Load Sharing

141
Server Information

144
Server Settings

145
Setting the Faxpress Server Properties

146
- Accessing the Faxpress Server Properties
  146
Storage Reclamation

148
- Automatic Cleanup
  148
- Purging Old Faxes
  149
User Authentication (Novell Only)

151
Creating User and Group Accounts

154
Configuring the User Properties

155
Creating and Configuring Groups

168
Creating User Accounts

169
- About the User Properties
  169
- About Privilege Levels
  169
- Setting and Erasing Passwords
  169
- Authenticating Users/Single Sign on
  173
Manually Creating Users

174
- Default Faxpress User Accounts
  174
- Adding New Users
  175
Importing and Mapping Users

178
Importing Users with the Migration Wizard

179
Importing Microsoft Exchange Users

190
Importing and Mapping Users

192
- Single Sign on
  192
- Enabling and Disabling Single Sign on
  192
- Setting User Passwords - Important
  193
Novell Single Sign on

194
- Assign Users to Groups
  194
- Create a User Properties Template
  194
- Login
  195
- Remove Network Association Option
  197
Using the Active Directory Synchronizer

198
- User Mapping and the Email Gateway Service
  198
- Configuring the Active Directory Synchronizer
  198
Faxpress Administration

209
Configuring Fax Approval

210
- Define Approval Requirements
  210
- Select Approvers
  211
- Approve Faxes
  213
Configuring Fax Lines

215
Configuring the Incoming/Outgoing Deny List

218
Defining Bill Back Codes

221
Faxpress Administration

223
- Unaddressed Faxes
  223
- Users & Groups
  223
- System & Diagnostics
  223
- Embedded Services
  223
- Drop Directory
  223
- Logged in Users
  223
- Transaction Logs
  223
- Fax Reports
  224
- Internet Fax
  224
- Billback Code Table
  224
- Software Activation Key
  224
- Approval
  224
- Fax Lines
  224
- Carbon Copy User
  224
- Corporate Cover Pages
  224
- Corporate Phone Books
  225
- Fax Archive
  225
- Recycled Users
  225
Managing Transaction Logs

226
Using the Carbon Copy Feature

231
Backup and Restore

233
Backup & Restore

234
- Enabling Backup
  234
- Enabling System Restore
  237
Contacts and Phone Books

244
Contacts and Phone Books

245
- Creating Faxpress Phone Books
  246
- Accessing an External ODBC Database Phone Book
  252
System and Diagnostics

261
Alert Service Module

262
- Configuring the Alert Service Module
  262
- Event Sources
  265
Performance Monitor

267
- Counter List
  270
System & Diagnostics

272
- Using the System Information Functions
  273
- Trace Management
  274
Trace Management

276
Email Integration

277
Email Integration

278
Drop Directory and Dropfax Service

280
Creating and Configuring Outbound Drop Directories

281
Drop Directory and the Dropfax Service

284
Inbound Production Faxing and the Dropfax Service

285
Job Control, Data and Notice Files

290
Imprint Header

294
Using the Imprint Header

295
- Default Imprint Header Fields
  295
Customizing the Outgoing and Incoming Imprint Header

296
Web Client Interface

307
Web Client Interface

308
- Pop-Up Blocker and the Web Client
  308
- Accessing the Web Client Interface
  309
Web Client Printer

313
Installing the Web Client Printer

314
Using the Web Client Printer

319
Faxpress Web Client Printer

322
Fax Reporting

323
Fax Reporting

324
Individual Fax Reports

325
- Generating Individual Fax Reports
  325
Monitoring Fax Channel Usage

327
- Setting up High-Usage Alarms
  329
System Fax Reports

331
- Generating System Fax Reports
  332
Cover Pages

333
Creating Cover Pages

334
Creating Cover Pages with Microsoft Word

336
Merging Faxes

349
Installing Faxmerge

350
Merging Faxes

352
- Required ODBC Data Sources and Drivers
  352
- Adjusting Microsoft Security Settings
  352
Using Faxmerge with Microsoft Word/Office 97

355
- Creating a Main Document
  355
- Attaching a Data Source
  358
- Inserting Merge Fields
  361
- Faxing the Merged Documents
  362
Using Faxmerge with Microsoft Word/Office 2000, XP and 2003

364
- Creating a Data Source
  364
- Using Faxmerge and the Mailmerge Wizard
  364
- Uninstalling Faxmerge
  379
Archiving Faxes

380
Activating the Archive Service

381
- Requirements
  381
- Network Administrator and User Names
  381
- Faxpress User Name
  381
- MS Access and SQL Databases and Database Drivers
  381
Archiving Faxes

382
- Updating the and Reconfiguring the Faxpress Archive
  383
Configuring the Faxpress Archive

384
Connecting Faxpress Archive to a DSN (SQL Databases)

398
Starting and Stopping the Archive Service

404
Using the Faxpress Archive

405
- Accessing the Archived Faxes
  405
- Working with Archived Faxes
  406
- Filtering Archived Faxes
  407
- Filtering Archived Transaction Logs
  410
Web Services SDK

415
Web Services SDK

416
Connectors

417
HP9100C Scanner Connector

418
- Installing
  418
- Configuring
  420
Faxpress and Ricoh Globalscan 2.0 Integration

422
- Supported Ricoh MFD Devices
  422
- Phone Book Integration
  422
Sharp OSA Connector

436
- Setting the Default Phonebook
  447
- One-Click Search
  447
Faxpress + Ecopy Sharescan OP Integration

448
- Supported Copier and MFP Devices
  448
- Phone Book Integration
  448
Installing the Faxpress Ecopy Connector

450
Configuring the Faxpress Ecopy Connector

455
- Shared Account Mode
  455
- Individual Account Mode
  455
Implementing the Faxpress Connector

460
- Installation and Configuration Procedures
  460
Sending Faxes from Copiers, Scanners and Mfps

461
Faxpress + EFI Sendme Integration

468
Microsoft Terminal Server

472
Using Microsoft Windows Terminal Server

473
Installing the Faxpress Client on Terminal Server

475
Internet Faxing

497
Internet Faxing

498
- Creating an Internet Routing Table
  500
- Configuring the Faxpress for CIF to a Faxpress Server
  502
Appendix

504
Compliance

505
- FCC Part 15 Warning
  505
- FCC Part 68 Information
  505
- Japan Telecommunication Compliance
  505
- Rights of the Telephone Company
  505
- Electrical Safety Advisory
  506
- Safety Warning Messages
  506
- Important Information for Canadian Customers
  507
- Load Number
  508
- Fax Branding
  508
- Warranty Assistance
  508
- French Safety Advisory
  509
- Source de Courant
  509
- Cordon D'alimentation
  510
- Mise en Garde
  510
32-Bit ODBC Data Sources

511
Directory Structure

516
Captaris Faxpress Support Agreement

517
- Hardware Warranty
  517
- Software Support
  517
- Technical Support
  517
- Captaris's Customer Services Web Site
  517
Support Services Terms and Conditions

519
Contact Information

522
- North America
  522
- Hours of Operation
  522
- Asia Pacific (APAC) Support Center
  522
- Europe, Middle East and Africa (EMEA) Support Center
  522

Captaris FaxPress 5.1 User Manual (297 pages)

Castelle Captaris FaxPress FAX Servers: User Guide

Brand: Captaris | Category: Software | Size: 11.94 MB

Table of Contents
5
Important Notice

11
Introducing Captaris Faxpress

11
Installing the Faxpress Client

13
Uninstalling the Faxpress Client

21
Installing the Client on Windows Terminal Server

24
Creating a Remote Installation

33
Deploying MSI Packages with Group Policy

34
International (Non-English) Character Support

37
Faxpress: an Introduction

38
About the User Mailbox

43
- Outgoing Faxes
  43
- Incoming Faxes
  44
- Archived Sent Faxes
  44
- Archived Received Faxes
  44
- Notices
  44
- Print Queues
  44
- Cover Pages
  44
- Personal Phone Books
  45
- Corporate Phone Books
  45
Personal Folders

46
- Local Phone Books
  46
- Saved Faxes
  46
- Favorite Documents
  47
- Favorite Messages
  47
- Cover Page Templates
  47
Setting Your Password

48
User Privilege Levels

51
Configuring User Properties

52
Sending Faxes

63
Addressing Options

73
- Manual Addressing
  73
- Using the to
  74
- Using the New Recipient Button
  74
- Using the Outlook Contact List Button
  75
- Using the Other Button
  75
About the Faxpress Send Fax Interface

77
- The Fax Tab
  77
- The Attachments Tab
  78
- The Options Tab
  79
Additional Information

81
- Application Support
  81
- Previewing Faxes
  81
- Attaching Files Step by Step
  82
- Using Phone Books
  84
- Sending Faxes with Faxtray
  87
Merging Faxes

89
- Required ODBC Data Sources and Drivers
  89
- Adjusting Microsoft Security Settings
  89
Installing Faxmerge

90
Using Faxmerge with Microsoft Word/Office 2000, XP and 2003

92
Using Faxmerge with Microsoft Word/Office 97

108
- Creating a Main Document
  108
- Attaching a Data Source
  111
- Inserting Merge Fields
  114
- Faxing the Merged Documents
  115
Outgoing Fax Queue

117
- Viewing Faxes
  118
- Saving Faxes
  118
- Printing Faxes
  119
- Resending Faxes
  120
- Deleting Faxes
  120
- Holding Outgoing Faxes
  121
- Releasing a Hold on Outgoing Faxes
  122
- Changing Fax Transmission Order
  123
- Forwarding Faxes Via Email
  124
- Approving Fax Transmission
  126
- Viewing Fax Properties
  126
- Refreshing the Queue
  126
Receiving Faxes

127
Deleting Faxes

130
Forwarding a Fax Via Email

131
Forwarding Faxes

132
- Configuring Automatic Fax Forwarding
  132
- Forwarding Faxes Manually
  134
Managing Saved Faxes

135
Refreshing the Queue

137
Routing Faxes

138
- Using the Drag and Drop Routing Tool
  138
- Using Context Menu Routing
  139
Saving a Fax

141
Sending a Received Fax

142
Viewing Fax Properties

143
Viewing Faxes

144
Setting Personal Preferences

146
Accessing the Personal Preferences

147
Selecting Viewer Application

148
Setting Default Phone Books

150
Setting General Options

152
Setting Startup Options

154
Setting Tracing Criteria

155
Personal Folders

157
Miscellaneous Settings

159
Printing Faxes

160
Print to PDF Feature

166
Notices and Alerts

168
- About Transmission Confirmations
  168
- About Receive Notices
  168
- About Approval Notices
  168
- About Error Notices
  169
- View a Notice
  169
- Delete a Notice
  170
- Print a Notice
  171
Using Trayfaxalert

173
- Setting up Trayfaxalert
  173
- Modify a Monitored Mailbox Account
  177
- Using Trayfaxalert
  177
Unblocking Trayfax Alert on Vista

180
Creating Cover Pages

184
Creating Cover Pages with Microsoft Word

186
Creating Cover Pages with Captaris Cover Page Editor

198
- Create a Cover Page Master
  198
- Importing Graphics
  202
- Add Substitution Variables
  202
- Save Cover Page Master
  206
- Downloading the Cover Page to the Faxpress Server
  206
Creating Phone Books

209
- Formatting Phone Numbers
  210
- Create Local Faxpress Phone Books
  211
- ODBC Database Phone Book
  215
Creating Personal Phone Book

224
- Create a Group
  224
- Import a Phone Book File
  225
Editing a Faxpress Phonebook

228
Favorite Documents and Messages

229
Adding a Document to the Favorite Documents List

231
Using the Favorite Documents

237
Adding a Message to the Favorite Messages List

240
- Using the Send Fax Interface to Add a Favorite Message
  240
- Using the Favorite Messages Folder to Add a Favorite Message
  242
Using Favorite Messages

245
Fax Reporting

248
Archiving Faxes

250
Web Client Interface

256
- Pop-Up Blocker and the Web Client
  256
- Accessing the Web Client Interface
  257
Faxpress and Goldmine Integration

260
Before Installing

261
Installing the Goldmine to Faxpress Link

263
- Installation Tips
  266
Uninstalling the Goldmine to Faxpress Link

268
Sending Faxes from Goldmine

269
- Faxing with the Faxpress Link
  269
- Faxing Merged Forms
  271
- Faxing to a Single Contact from MS Word
  273
Creating Templates

274
Updating Goldmine Templates

277
- Updating Templates from Within MS Word
  277
- Updating Templates from Within Goldmine
  277
Configuring Faxpress Login

278
Automated Faxing

279
Captaris Faxpress Support Agreement

280
Support Services Terms and Conditions

282
Contact Information

285

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Captaris FaxPress 5.1 Manuals

Captaris FaxPress 5.1 Supplementary Manual (532 pages)

Table of Contents

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