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Castelle 61-1273-001 Interface Manual

Castelle fax machine interface guide 61-1273-001
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FaxPress
™
The Integrated Network Fax Server
FaxPress Xerox Interface Guide

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  • Page 1 FaxPress ™ The Integrated Network Fax Server FaxPress Xerox Interface Guide...
  • Page 2 Registered Trademark of IBM Corporation. All product names are U.S. Registered Trademarks or trademarks of their respective owners. Castelle makes no representations or warranties with respect to the contents or use of this manual, and specifically disclaims any express or implied warranties on merchantability or fitness for any particular purpose.

  • Page 3: Table Of Contents

    Contents Introducing the FaxPress Xerox Interface 1-1 Overview_____________________________________ 1-2 About the FaxPress Xerox Interface ______________ 1-3 Scanning Documents for Outgoing Faxes ________ 1-3 Printing Incoming Faxes and Notices ____________ 1-3 System Requirements________________________ 1-4 Overview of Installation and Configuration Procedures 1-5 Creating Fax Repository_____________ 2-1 Overview_____________________________________ 2-2 Creating the Fax Repository Folder_______________ 2-3...
  • Page 4 Index ____________________________ IX-1...

  • Page 5: Introducing The Faxpress Xerox Interface

    Introducing the FaxPress Xerox Interface What’s In This Chapter Overview ________________________________________ 1-2 About the FaxPress Xerox Interface _________________ 1-3 Scanning Documents for Outgoing Faxes____________ 1-3 Printing Incoming Faxes and Notices _______________ 1-3 System Requirements ___________________________ 1-4 Overview of Installation and Configuration Procedures__ 1-5...

  • Page 6: Overview

    FaxPress Xerox Interface Guide Overview This chapter describes: • The features and functions of the FaxPress Xerox Interface. • How users can scan documents and send them as faxes over the local area network, via the FaxPress server. • How users can set up the Xerox machine to print out incoming faxes and fax notices.

  • Page 7: About The Faxpress Xerox Interface

    About the FaxPress Xerox Interface Castelle's FaxPress™ Xerox Interface provides a means for users of certain models of Xerox printer-scanners to scan printed documents and deposit the digital versions of these documents in a repository directory for subsequent faxing via the FaxPress server. Users can also print out faxes received via the FaxPress server on the Xerox machine, and print notifications for outgoing faxes on the Xerox system.

  • Page 8: System Requirements

    FaxPress Xerox Interface Guide System Requirements The FaxPress Xerox Interface is designed to run on a Local Area Network with the equipment shown in the Figure below. In order for the FaxPress Xerox Interface to function properly, the following system requirements must be met. •...

  • Page 9: Overview Of Installation And Configuration Procedures

    • The Xerox WorkCentre Pro or Document Centre must be a model that supports the Xerox Server Fax Kit. • The FaxPress server must be configured in compliance with the requirements of your local telephone service provider. • The FaxPress Xerox Interface workstation must be running one of the following operating systems: Windows NT 4.0 Workstation or Server, Windows 2000 Pro or server, Windows 2003 Server, or Windows XP;...
  • Page 10 FaxPress Xerox Interface Guide 3. Configure the Server Fax Kit on each Xerox WorkCentre Pro. 4. Install and Configure the necessary Xerox print drivers. 5. Install the FaxPress Client software on the workstation that you intend to use for this FaxPress Xerox Interface, and create a Fax- Press user for each WorkCentre Pro.

  • Page 11: Creating The Fax Repository Folder

    Creating Fax Repository What’s In This Chapter Overview ________________________________________ 2-2 Creating the Fax Repository Folder __________________ 2-3...

  • Page 12: Overview

    FaxPress Xerox Interface Guide Overview This chapter describes: • How to create a Fax Repository folder on a workstation that will be your FaxPress Xerox Interface host machine 2—2...

  • Page 13: Creating The Fax Repository Folder

    Creating the Fax Repository Folder Take the following steps to create the folder where all fax files that have been scanned on each Xerox WorkCentre Pro will be stored until they are sent out by the FaxPress server. 1. Open Windows Explorer on the workstation you plan to use as the FaxPress Xerox Interface machine.
  • Page 14 FaxPress Xerox Interface Guide 3. Right-click on a blank space in the window displaying the con- tents of your chosen hard drive, and select below. 4. Give the folder a unique, meaningful name, such as (if you have several Xerox WorkCentre Pro systems, create repos- itory folders for each, with names such as XeroxDrop2, XeroxDrop3, etc.).
  • Page 15 6. Click the Sharing 7. Click the radio button for meaningful Share name, such as above. 8. Click to confirm these settings for the XeroxDrop1 folder. 9. Repeat this procedure for each Xerox WorkCentre Pro on your LAN, creating a unique fax repository folder for each system tab.
  • Page 16 FaxPress Xerox Interface Guide 2—6...

  • Page 17: Setting Up The Server Fax Kit On Your Xerox System

    Configuring Server Fax Kit What’s In This Chapter Overview ________________________________________ 3-2 Setting up the Server Fax Kit on Your Xerox System. ___ 3-3...

  • Page 18: Overview

    FaxPress Xerox Interface Guide Overview This chapter describes: • How to set up the Server Fax Kit on your Xerox WorkCentre or Document Centre system. 3—2...

  • Page 19: Setting Up The Server Fax Kit On Your Xerox System

    Setting up the Server Fax Kit on Your Xerox System. After you have set up the Xerox WorkCentre or Document Centre system on your local network, assign the unit a static IP address. Then take the following steps to configure the Server Fax Kit for operation with the FaxPress server and the FaxPress Xerox Interface.
  • Page 20 FaxPress Xerox Interface Guide 3. Click on the Properties tab, then expand the Properties tree to reveal the Services and Fax folders, as in the figure below. 3—4...
  • Page 21 9. Enter the Login Name workstation or server where the repository folder is located (typi- cally, the FaxPress Xerox Interface workstation). Castelle recom- mends that you use the workstation’s local administrator account. Configuring Server Fax Kit item, as shown. A setup win-...
  • Page 22 FaxPress Xerox Interface Guide 10. Click Apply 11. The User Name and Password of the account required for the Xerox system are entered in the appropriate text fields. By default, the User Name is these fields at their default settings and click After you have made these settings and installed and configured the FaxPress Xerox Interface as described in the next chapter, faxes will be routed to the fax repository folder.

  • Page 23: Installing Xerox Print Drivers

    Xerox Print Driver Setup What’s In This Chapter Overview ________________________________________ 4-2 Installing Xerox Print Drivers _______________________ 4-3 Configuring the Xerox Print Driver__________________ 4-10 Setting up Paper Colors on the Xerox System _______ 4-13...

  • Page 24: Overview

    FaxPress Xerox Interface Guide Overview This chapter describes: • How to install printer drivers for printing on your Xerox system from the Faxpress Xerox Interface workstation and Faxpress user workstations. • How to configure the Xerox printer driver on the FaxPress Xerox Interface workstation and Faxpress user workstations.

  • Page 25: Installing Xerox Print Drivers

    Installing Xerox Print Drivers Use the following procedure to install the printer drivers for printing on your Xerox system on the FaxPress Xerox Interface workstation, and the workstations of all users who wish to print faxes, fax notifications, or other documents on the Xerox system. 1.
  • Page 26 FaxPress Xerox Interface Guide 3. A set of installation options appears. 4. Click the Print & Fax Drivers 4—4 option, as shown.
  • Page 27 Xerox Print Driver Setup 5. A set of Print and Fax options appear. 6. Click Install Your Windows Print Driver 4—5...
  • Page 28 FaxPress Xerox Interface Guide 7. The Printer Installation Utility screen appears. 8. Click on the appropriate language option. 4—6...
  • Page 29 Xerox Print Driver Setup 9. The Configuration tab appears. 10. Select your Xerox system from pull-down menu. Select Printer 11. Select the print driver for this printer from the Choose Driver pull-down menu. 4—7...
  • Page 30 FaxPress Xerox Interface Guide 12. Click the Connection 13. Enter the IP address of the Xerox system, then click 4—8 button. The Connection dialog box opens.
  • Page 31 14. The Configuration tab reappears. 15. Check the checkbox to the left of your printer in the list box, as shown. 16. Click the button to install the driver. Install To configure the installed driver, continue with the next section of this chapter.

  • Page 32: Configuring The Xerox Print Driver

    FaxPress Xerox Interface Guide Configuring the Xerox Print Driver Take the following steps to configure the Xerox Print driver once you have installed it on the FaxPress Xerox Interface workstation or a user’s workstation. 1. From the Windows desktop, choose the command: Start>Settings>Printers 4—10...
  • Page 33 Xerox Print Driver Setup 2. The Printers window opens, displaying all available printers. 3. Right-click on the Xerox system icon and select Properties 4—11...
  • Page 34 System ID in the Device Settings tab (Accounting>Setup) of the printer driver properties. If your situation requires special set- tings, make them with caution. Castelle recommends that you do NOT change any of the advanced options unless you ar certain that the changes will work without any unwanted side-effects.

  • Page 35: Setting Up Paper Colors On The Xerox System

    Setting up Paper Colors on the Xerox System If you wish to use more than one paper color when printing with the FaxPress Xerox Interface - for example, one color for fax print-outs, and another color for fax notices - take the following steps. This procedure assumes that you have 2 trays with different colored paper in your Xerox system.
  • Page 36 FaxPress Xerox Interface Guide 6. The Printing Preferences screen opens. 7. Set the paper color for the driver as shown. Click erences screen, and 8. Open the FaxPress Xerox Interface configuration utility, with the command Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration 9. In the User Map tab, select a user, for example, Xerox1, then click button.
  • Page 37 have installed the FaxPress Xerox Interface software. See ter 5 "Installing the FaxPress Xerox Interface" 10. In the User to Email address Mapping dialog box you can set up each printer setting for fax notification 11. To set the RED driver for Incoming faxes, click the button for ting Print Incoming fax...
  • Page 38 FaxPress Xerox Interface Guide 4—16...
  • Page 39 Installing the FaxPress Xerox Interface What’s In This Chapter Overview ________________________________________ 5-2 Installing the FaxPress Client Software_______________ 5-3 Creating FaxPress Users for Each Fax Repository _____ 5-3 Installing the FaxPress Xerox Interface Software_______ 5-4 Accessing the FaxPress Xerox Interface Configuration Utility5-21...

  • Page 40: Overview

    FaxPress Xerox Interface Guide Overview This chapter describes: • How to install the Client software on the Windows workstation you intend to use for the FaxPress Xerox Interface. • How to create FaxPress Users for each Fax Repository on your FaxPress Xerox Interface workstation •...

  • Page 41: Installing The Faxpress Client Software

    Installing the FaxPress Client Software The procedures in this section assume that you have met the requirements listed in Before you can install the FaxPress Xerox Interface software, you must have the FaxPress Client installed on the Windows workstation you intend to use as your FaxPress Xerox Interface.

  • Page 42: Installing The Faxpress Xerox Interface Software

    1. Create a folder on the C: drive of the workstation you will use for the FaxPress Xerox Interface, and name the folder Xerox. 2. Download the file FXI_Install.zip from the Castelle Web site. 3. Place this file in the Xerox folder.
  • Page 43 Installing the FaxPress Xerox Interface 5. Double-click the Setup.exe file. The welcome screen for the InstallShield Wizard appears, as shown below. 6. Click Next 5—5...
  • Page 44 FaxPress Xerox Interface Guide 7. The Destination Location screen appears. The Exchange Connec- tor will be installed by default to Press\Xerox Interface 8. Click Browse default location and continue. 5—6 C:\Program Files\Castelle\Fax- directory. to change this location or to accept the Next>...
  • Page 45 9. The User Information screen appears. 10. Enter the User Name Supervisor privileges who is also an authenticated user with Administrator privileges on the FaxPress Xerox Interface work- station. For simplicity, the name ’supervisor’ is used in the exam- ple above. You do not need to enter the the user is authenticated on the FaxPress Xerox Interface worksta- tion.
  • Page 46 FaxPress Xerox Interface Guide 12. The InstallShield installs the software, then the Complete screen appears. 13. Click Finish 14. The FaxPress Xerox Interface Configuration screen appears. Con- tinue with your setup of the FaxPress Xerox Interface, following the procedure in the next section of this chapter. 5—8...

  • Page 47: Configuring The Faxpress Xerox Interface

    Configuring the FaxPress Xerox Interface Use the following procedure to configure your FaxPress Xerox Interface. You will already be in the FaxPress Xerox Interface Configuration screen if you have just finished installing the FaxPress Xerox Interface software on the workstation you are using for it. If you have exited from the Installation/Configuration program, you can access the configuration utility by choosing this command: Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration...
  • Page 48 FaxPress Xerox Interface Guide Xerox system users on the FaxPress server. Email and Trace Tool settings are also provided, for administrative purposes. 2. In the FaxPress tab, click the server to the lists of Incoming and Outgoing FaxPress Servers. If there are several FaxPress servers available, and you want to use more than one for the FaxPress Xerox Interface, add all servers you intend to use.
  • Page 49 3. The FaxPress Server selection dialog box appears, displaying a list of available servers. 4. Select a server (or servers) in the list that is running version 8.0 or later FaxPress software, and enter the user name and password for the FaxPress supervisor for this server.
  • Page 50 FaxPress Xerox Interface Guide 7. Click the Repository 8. Click to specify a fax repository folder. 5—12 tab.
  • Page 51 9. The Repository Folder Data dialog box appears. to and select the fax repository folder you have created Browse on the FaxPress Xerox Interface workstation. For details on this folder, see Creating the Fax Repository Folder on page 2-3 11. Enter the User Name the workstation, so the FaxPress Xerox Interface can connect to the fax repository folder.
  • Page 52 FaxPress Xerox Interface Guide Start>Programs>FaxPress>Faxmain FaxPress server, right-click on it and choose select the Line Settings click the Assign Line to User default repository user (such as Xerox1) from the pull-down user menu. 13. Click when you have entered the settings you want. The Repository tab appears again, with the repository information listed.
  • Page 53 14. Click the Incoming_outgoing faxes 15. Make the settings you want for the choices. If you choose to notify the recipient by email you can choose to Attach the fax to the email notice format for the attached fax from the radio buttons on the right. You can also choose to (and attached fax) are emailed.
  • Page 54 FaxPress Xerox Inter- face. Leave the default settings for the Address of the interface, the SMTP port, the timeout, and the scan period, unless changes are required by special circumstances, and Castelle technical sup- port asks you to make the changes. 5—16 tab.
  • Page 55 19. When you have made the email settings you want, click the tab. 20. Leave the Auto Registration the starting ID at ’1’. Click 21. In the FaxPress User to Email Address Mapping dialog box, you can map a Xerox User Note: If you are configuring the FaxPress Xerox Interface for use with an SBE series FaxPress server, keep in mind that the...
  • Page 56 FaxPress Xerox Interface Guide Fax Repository user for each Fax Repository, and the FaxPress User Name must be the same as the Xerox User name in each case. 23. After mapping the user, you can enter their want them to get email notifications of received and outgoing fax events.
  • Page 57 25. To set up the user for receiving print-outs of incoming faxes, check the Print Incoming fax button. Setting 26. In the Printer dialog box, select the printer from the pull-down menu; typically, you will choose the Xerox system, as in the fig- ure below.
  • Page 58 FaxPress Xerox Interface Guide 31. In the Trace Tool tab, you can check the log traces of fax transactions. 32. Enter a complete filename for the trace file, and a maximum size, then enter a path to the location for Xerox Temp files. 33.

  • Page 59: Accessing The Faxpress Xerox Interface Configuration Utility

    Accessing the FaxPress Xerox Interface Configuration Utility To access the FaxPress Xerox Interface Configuration utility if you have exited the installation/configuration program, use the command: Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration as shown in the figure below. Installing the FaxPress Xerox Interface 5—21...
  • Page 60 FaxPress Xerox Interface Guide 5—22...
  • Page 61 Index administrator account fax repository Xerox interface attached faxes 5-15 Auto Registration, of users cover pages 5-16 CPU speed, requirement email notice 5-15 email notifications 5-16 email notificaton notifications Fax Repository creating setup Share name FaxPress server selection interface server software requirement supervisor 5-11 incoming faxes, color paper...
  • Page 62 FaxPress Xerox Interface Guide testing Xerox Interface 5-20 testing, Xerox interface system Trace Tool 5-20 User Map 5-17 user mapping 5-17 Xerox Interface software accessing configuration utility configuration destination location installation file Xerox Interface workstation Xerox print drivers configuration installation Xerox Server Fax Kit configuration requirement...

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