Page 1 FaxPress Enter prise ™ A New Generation of Network Fax Servers Lotus Notes Integration Guide...
Page 2 Commercial Computer Software-Restricted Rights at CFR 52.227-19, subparagraphs (c)(1) and (2), as applicable. If user is a unit or agency of the United States Government, or if a license hereunder is acquired pursuant to a contract with any such unit or agency, user agrees that the Software and Documentation are provided with Restricted Rights.
Page 3: Table Of Contents
Email Gateway for SMTP __________________________________________________ 2-5 Lotus Notes Gateway _____________________________________________________ 2-5 Integration for Lotus Notes 6.5 and 7_____________________ 3-1 Overview _________________________________________________________________ 3-2 About the Integration Script Setup for Lotus Notes 6.5 and 7_________________________ 3-3 Email Gateway Options____________________________________________________ 3-3 Access Rights ___________________________________________________________ 3-3...
Page 4 Optional: Manually Merging the Fax Template and the Custom Mail Template ________ 3-19 Integration for Lotus Notes 5.5 – Standard Mail Templates ___ 4-1 Overview _________________________________________________________________ 4-2 About the Integration Script for Lotus Notes 5.5 – Standard Mail Templates _____________ 4-3 Email Gateway Options ____________________________________________________ 4-3 Access Rights ___________________________________________________________ 4-3 User Security ____________________________________________________________ 4-3 Running the Integration Script for Lotus Notes 5.5 –...
Page 5 FaxPress/Notes Inbox and Memo Features ____________________________________ 8-7 Adding and Using Address Book Entries ______________________________________ 8-9 Accessing Address Book Entries from the FaxPress Select Fax To Options __________ 8-13 Using Manual Addressing to Send Faxes_______________________________________ 8-15 Manual Addressing with the FaxPress Enterprise Mail Template___________________ 8-15...
Page 6 FaxPress Enterprise Lotus Notes Integration Guide Receiving Faxes __________________________________________________________ 8-20 Receiving Faxes ________________________________________________________ 8-20 Unaddressed Faxes _____________________________________________________ 8-21 Index ______________________________________________ IX-1...
Page 7: About Lotus Notes And Faxpress Enterprise Integration
Overview ____________________________________________________________ 1-2 About Lotus Notes and FaxPress Enterprise Integration ________________________ 1-3 About the FaxPress Enterprise Mail Template ____________________________ 1-3 About the FaxPress Enterprise Email Gateway for SMTP ___________________ 1-3 About the Lotus Notes Gateway _______________________________________ 1-4 Outbound Faxes ___________________________________________________ 1-4...
Page 8: Overview
About Lotus Notes and FaxPress Enterprise Integration Overview This chapter describes: • The different FaxPress Enterprise/Lotus Notes integration options and components. 1—2...
Page 9: Integration Options
Notes memo. Fax features are available to both local and offsite FaxPress Enterprise users, and attached files can be sent to both fax and email recipients simultaneously.
Page 10: About The Lotus Notes Gateway
Sending a fax with the FaxPress Enterprise Mail Template allows the user to enter the recipient’s fax number by selecting an address book entry. Any Address Book entry with an Office Fax number may be used. The Domino server passes the message to the Gateway (either the Email Gateway for SMTP or the Lotus Notes Gateway).
Page 11: Inbound Faxes
(either the Lotus Notes Gateway or Email Gateway for SMTP) will check each FaxPress Enterprise server until one with a mailbox for the sender is found. The fax is then sent to an outbound fax line on that FaxPress Enterprise. If the sender does not have a FaxPress mailbox, the outgoing fax will fail, unless the Gateway’s Auto Registration feature is enabled.
Page 12 About Lotus Notes and FaxPress Enterprise Integration 1—6...
Page 13 About the Integration Options ____________________________________________ 2-3 Full Integration_____________________________________________________ 2-3 Restricted Integration _______________________________________________ 2-3 Configuration Options _______________________________________________ 2-3 iNotes Web Access Mail Template Integration ____________________________ 2-3 Implementing the FaxPress Enterprise Mail Template _________________________ 2-4 Lotus Notes 5.5 ____________________________________________________ 2-4 Lotus Notes 6 _____________________________________________________ 2-4 Lotus Notes 6.5 and 7 _______________________________________________ 2-4...
Page 14: Before You Begin: Integration Options
Before You Begin: Integration Options Overview This chapter describes: • FaxPress Enterprise/Lotus Notes integration options. • FaxPress Enterprise Mail Template options. • Email Gateway options. 2—2...
Page 15: About The Integration Options
Enterprise OR install the FaxPress Enterprise Lotus Notes Gateway from the FaxPress Plus Setup CD onto a network workstation. Either the Email Gateway for SMTP or the Lotus Notes Gateway must be used in conjuction with the FaxPress Enterprise Mail Template. The FaxPress Enterprise Mail Template cannot be used by itself.
Page 16: Implementing The Faxpress Enterprise Mail Template
Lotus Notes 6 even if you’re using the Standard Notes 6 Mail Template. Lotus Notes 6.5 and 7 If you’re running Lotus Notes 6.5 or 7 and using either a standard or custom Notes Mail Template, follow the procedures described in Chapter 3, Integration for Lotus Notes 6.5 and 7.
Page 17: Implementing The Email Gateways
The Gateway will function without the Domino/FaxPress Integration Script installed on the Domino server, but users will not have access to fax forms in their Notes clients, and will instead have to use a manual fax addressing format to specify fax job options and send faxes. (See Using Manual Addressing to Send Faxes on page 8-15.)
Page 18 Before You Begin: Integration Options 2—6...
Page 19: Integration For Lotus Notes 6.5 And 7
Integration for Lotus Notes 6.5 and 7 What’s In This Chapter Overview ____________________________________________________________ 3-2 About the Integration Script Setup for Lotus Notes 6.5 and 7 ____________________ 3-3 Email Gateway Options ______________________________________________ 3-3 Access Rights _____________________________________________________ 3-3 User Security ______________________________________________________ 3-3...
Page 20: Overview
Integration for Lotus Notes 6.5 and 7 Overview This chapter describes: • How to create and distribute the FaxPress Enterprise Mail Template in a Notes 6.5 and 7 environment. 3—2...
Page 21: About The Integration Script Setup For Lotus Notes 6.5 And 7
The execution security alert notes that the template has been modified and asks whether or not the user wants to start trusting this signer to execute this action. To load the new template and use the FaxPress Enterprise, users should confirm that they do want to start trusting the signer.
Page 22: Performing The Integration Script Procedure
Although the integration script will automatically create a backup copy of your existing mail template, be sure to back up your existing mail template, especially if your template is a custom one. You’ll want to have this original template if you ever decide to uninstall the FaxPress Enterprise integration script.
Page 23: Step 3: Copy Faxpress.nsf To Your Domino Server Data Directory
Add all fax users into the FaxPress group. Step 3: Copy FaxPress.nsf to your Domino Server Data Directory Copy the from the Castelle directory on the Enterprise server to your local Notes Data directory FaxPress.nsf on the Domino server, typically <drive:>\Lotus\Notes\Data. 3—5...
Page 24: Step 4: Manage The Access Control List
Integration for Lotus Notes 6.5 and 7 Step 4: Manage the Access Control List In the Domino Administrator utility, select server, the tab, then the file. Local Files FaxPress.nsf Select Tools > Database > Manage ACL 3—6...
Page 25: Step 5: Sign Faxpress.nsf
Performing the Integration Script Procedure Add the Administrator into the Access Control List and assign it access rights. Manager Step 5: Sign FaxPress.nsf In the Domino Administrator utility, select server, the tab, then the file. Local Files FaxPress.nsf 3—7...
Page 26 Integration for Lotus Notes 6.5 and 7 Select Tools >Database >Sign. Sign with the Administrator’s, i.e. FaxPress.nsf Active User’s 3—8...
Page 27: Step 6: Running The Faxpress/Domino Server Integration Script
To run the FaxPress/Domino server integration script, follow these steps: 1. Start the Notes client and open the database from the Notes server data directory. If the FaxPress.nsf database is not listed, type in the name in the file name field: 3—9...
Page 28 Integration for Lotus Notes 6.5 and 7 2. Select Admin Console from the menu. Then click on the Setup button. 3—10...
Page 29 – displays the location of the backup mail template. Path to copy original Mail Template Note: For a discussion of the access rights required for the Notes Administrator account, see Access Rights on page 3-3. 3—11...
Page 30 Path to copy original Mail Template – not required. Note: To use SMTP, you’ll need to create an SMTP domain. To create the domain, start the Notes Administration client, go to server configuration and, under the Messaging option, select Domains. Note:...
Page 31 5. The select the Notes user to whom this template will be made available. Add/Remove Member’s List the users that will be allowed to use the FaxPress features in Notes. Click and then Save & Exit get back to the main installation page.
Page 32 Integration for Lotus Notes 6.5 and 7 6. Select Install . Select the Start Installation button. 3—14...
Page 33 Performing the Integration Script Procedure 7. Select the button. Start Installation 3—15...
Page 34 Integration for Lotus Notes 6.5 and 7 8. Confirm the integration settings information is correct, and click 3—16...
Page 35 Performing the Integration Script Procedure 9. Confirm the FaxPress group member information is correct, and click 3—17...
Page 36 11. If the mail template on your Lotus Notes server is non-standard, i.e. has been customized or modi- fied, this message will appear asking you if you want to overwrite the current template. To overwrite the existing mail template with the new FaxPress mail template, click .
Page 37: Step 7: Replace Design
If you already had a custom mail template installed and you chose not to overwrite it in step 11 on page 3- above, you’ll need to go through the steps in this section to merge the new fax template with your existing mail template.
Page 38 Integration for Lotus Notes 6.5 and 7 The first step will be to install the 'New FaxPress Fax' button into your existing the mail template, use the following instructions: 1. Start the program. Lotus Notes Designer 2. Open the FaxPress.nsf Mail6.ntf...
Page 39 Performing the Integration Script Procedure You will then see the a list of all the elements in the FaxPress NSF database. The is the Action Pane window in the upper right corner. 3—21...
Page 40 7. Switch back to the default mail template, select the folder in the mail6.ntf file. In the ($Inbox) Action Pane , right click on the position where you would like to install the New FaxPress Fax action button and then select from the menu.
Page 41 Performing the Integration Script Procedure 8. Save the mail6.ntf file and close the designer. 9. Next, start the Notes Admin Client. 10. Go to the tab, find the file and sign the file using the current user ID. Files mail6.ntf 3—23...
Page 42 Integration for Lotus Notes 6.5 and 7 11. In the window, Sign Database 3—24...
Page 43 Domino Server Console > load design, then enter to apply the Mail template design changes to all the mail databases. Wait for the process to finish and then restart the Notes client to see the changes in the mail template.
Page 44 Integration for Lotus Notes 6.5 and 7 3—26...
Page 45 Integration for Lotus Notes 5.5 – Standard Mail Templates What’s In This Chapter Overview ____________________________________________________________ 4-2 About the Integration Script for Lotus Notes 5.5 – Standard Mail Templates ________ 4-3 Email Gateway Options ______________________________________________ 4-3 Access Rights _____________________________________________________ 4-3 User Security ______________________________________________________ 4-3 Running the Integration Script for Lotus Notes 5.5 –...
Page 46: Integration For Lotus Notes 5.5 - Standard Mail Templates
Integration for Lotus Notes 5.5 – Standard Mail Templates Overview This chapter describes: • The requirements for running the integration script. • The procedures involved in running the integration script. 4—2...
Page 47: About The Integration Script For Lotus Notes 5.5 - Standard Mail Templates
The execution security alert notes that the template has been modified and asks whether or not the user wants to start trusting this signer to execute this action. To load the new template and use the FaxPress Enterprise, users should confirm that they do want to start trusting the signer.
Page 48: Running The Integration Script For Lotus Notes 5.5 - Standard Mail Templates
Although the integration script will automatically create a backup copy of your existing mail template, be sure to back up your existing mail template, especially if your template is a custom one. You’ll want to have this original template if you ever decide to uninstall the FaxPress Enterprise integration script.
Page 49 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 3. The screen requires you to click the button. Welcome to FaxPress Installation Next> 4. If the FaxPress Plus client is already installed on this workstation, this screen will appear. Select the option. To Install FaxPress Email Gateways 4—5...
Page 50 Integration for Lotus Notes 5.5 – Standard Mail Templates 5. If the FaxPress Plus client is not already installed on this machine, this screen will appear. Select Administrator Installation 6. Select the Email Gateways & Connectors button. 4—6...
Page 51 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 4. Click Next> 5. Select MS Outlook Direct or Lotus Notes Gateway. 4—7...
Page 52 Integration for Lotus Notes 5.5 – Standard Mail Templates 6. Select Lotus Notes Gateway 7. Select the button. Domino/FaxPress Integration Script 4—8...
Page 53 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 8. The screen displays the default destination directory. to copy files to a Destination Folder Browse different location. Otherwise, click Next> 9. Once the files are copied, click...
Page 54: Step 3: Assigning Access Rights And Installing Script Files
Integration for Lotus Notes 5.5 – Standard Mail Templates Step 3: Assigning Access Rights and Installing Script Files To use the FaxPress Lotus Notes Admin Console Utility to assign access rights to the faxpress.nsf and the Mail50.ntf files, follow these steps: 1.
Page 55 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 3. In the utility, with the tab selected, use the pulldown menu in the Domino Administrator Files Show field to select All database types 4—11...
Page 56 Integration for Lotus Notes 5.5 – Standard Mail Templates 4. Select Mail (R5.0) , expand the Database button, then select Manage ACL. 5. In the Access Control List , click Add... 4—12...
Page 57 7. Once the Lotus Notes Gateway’s user name has been added to the , make sure full Access Control List access is granted. That is, make sure all of the items in the Access list are selected, including Delete documents.
Page 58 Integration for Lotus Notes 5.5 – Standard Mail Templates 8. Select Mail (R5.0) , then Sign. 9. In the Sign Database window, make sure the Active User’s ID All design documents radio buttons are selected, then click 10. Click to return to the Domino Administrator.
Page 59 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 11. In the utility, select Domino Administrator FaxPress Lotus Notes Integration/faxpress.nsf. 12. With selected, click FaxPress Lotus Notes Integration/faxpress.nsf Manage ACL 4—15...
Page 60 Integration for Lotus Notes 5.5 – Standard Mail Templates 13. In the Access Control List window, click the button. 14. Enter the name of the Domino Server administrator, then click 4—16...
Page 61 15. Confirm the new Domino Server administrator user appears in the list, and People, Servers, Groups has full access rights. That is, make sure all of the items in the Access list are selected, including Click Delete documents. 16. With the FaxPress Lotus Notes Integration/faxpress.nsf...
Page 62 Integration for Lotus Notes 5.5 – Standard Mail Templates 17. In the Sign Database window, make sure the Active User’s ID All design documents radio buttons are selected, then click 18. Click to return to the Domino Administrator. 19. In the...
Page 63 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 20. In the field, enter , then click Filename faxpress.nsf Open. 21. In the FaxPress-Lotus Notes Integration Setup , select Admin Console in the left panel, and click Setup.
Page 64 FaxPress script. Specify the Domino server name, the administrator account name, and the Notes Gateway account. Note that the The Notes Public Address Book field is not modifiable.
Page 65 Fax Mail Account - specify the directory to use for backing up the original template file. Path to copy original Template - Note: For a discussion of the access rights required for the Notes Administrator account, see Access Rights on page 4-3 4—21...
Page 66 Integration for Lotus Notes 5.5 – Standard Mail Templates 25. Select Install, and click Start Installation. 26. Click the button. Start Installation 4—22...
Page 67 27. Confirm the setup information is accurate, then click 28. Use the pulldown tab to add your Lotus Notes users to the FaxPress Members list. 29. Check the users to select them from the Address Book list and click to add then to the FaxPress list. Click 4—23...
Page 68 Integration for Lotus Notes 5.5 – Standard Mail Templates 30. Confirm the members list is complete, then click 31. Clicking in the previous step will terminate the installation and generate the message below. Cancel 32. Click . Clicking will also terminate the installation and generate the message above.
Page 69 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 33. Setup will now begin copying files. 34. Click 35. Select Exit 4—25...
Page 70: Step 4: Running The Load Design Script From The Domino Server Console
Step 4: Running the Load Design Script from the Domino Server Console Running the Load Design script adds the FaxPress forms to the Lotus Notes inbox, providing fax/email integration for users. To run the Load Design script, follow these steps: 1.
Page 71 Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates 3. Depending on the number of Notes mail users, the process may take several minutes to finish running. The process is complete when the prompt appears. No further Domino Database Designer Shutdown Server configuration is required.
Page 72 Integration for Lotus Notes 5.5 – Standard Mail Templates 4—28...
Page 73: Integration For Lotus Notes 6 And Non-Standard 5.5 Mail Templates
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates What’s In This Chapter Overview ____________________________________________________________ 5-2 Integration Script Setup for Lotus Notes 6 and Non-Standard 5.5 Mail Templates ____ 5-3 Email Gateway Options ______________________________________________ 5-3 Access Rights _____________________________________________________ 5-3...
Page 74: Overview
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates Overview This chapter describes: • The Domino/FaxPress Enterprise integration script procedure for Lotus Notes 6 standard and non- standard 5.5 mail templates. • The Domino/FaxPress Enterprise integration script procedure for non-standard Lotus Notes 5.5 mail templates.
Page 75: Integration Script Setup For Lotus Notes 6 And Non-Standard 5.5 Mail Templates
After manually installing the Domino/FaxPress Integration script according to the procedures described here, you’ll also need to install either the Email Gateway for SMTP or the Lotus Notes Gateway. For instuctions on enabling and configuring the Email Gateway for SMTP, see Implementing the Email Gateway for SMTP .
Page 76: User Security
The execution security alert notes that the template has been modified and asks whether or not the user wants to start trusting this signer to execute this action. To load the new template and use the FaxPress Enterprise, users should confirm that they do want to start trusting the signer.
Page 77: Performing The Integration Script Procedure
Although the integration script will automatically create a backup copy of your existing mail template, be sure to back up your existing mail template, especially if your template is a custom one. You’ll want to have this original template if you ever decide to uninstall the FaxPress Enterprise integration script.
Page 78 Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 2. Create a group named FaxPress 3. Add all fax users into the group. FaxPress 5—6...
Page 79: Step 3: Prepare The Mail Template And The Faxpress Integration Database
Step 3: Prepare the Mail Template and the FaxPress Integration Database In this example, the file name of the standard Mail template in Domino R5 is mail50.ntf. The Mail template name may be different in your environment. The FaxPress Lotus Notes Integration database name used here is FaxPress.nsf.
Page 80 Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 3. Select the Trash folder and close the Mail template. 4. Next, use the FaxPress Plus CD as described in Step 2: Running the FaxPress/Domino Server to install the FaxPress/Domino Server Integration script, Integration Script on page 4-4 FaxPress.nsf...
Page 81: Step 4: Manage The Access Control List
Performing the Integration Script Procedure Step 4: Manage the Access Control List 1. In the Domino Administrator utility, select server, the tab, then the file. Local Files FaxPress.nsf 2. Select Tools > Database > Manage ACL 5—9...
Page 82: Step 5: Sign Faxpress.nsf
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 3. Add the Administrator into the Access Control List and assign it Manager access rights. Step 5: Sign FaxPress.nsf 1. In the Domino Administrator utility, select server, the tab, then the file.
Page 83 Performing the Integration Script Procedure 2. Select Tools >Database >Sign. 3. Sign with the Administrator’s, i.e. FaxPress.nsf Active User’s 5—11...
Page 84: Step 6: Copy Faxpress.nsf To Your Domino Server Data Directory
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates Step 6: Copy FaxPress.nsf to your Domino Server Data Directory Step 7: Update Design Elements To update the Mail template’s design elements – , and the in the Forms Views Folders...
Page 85 Performing the Integration Script Procedure 3. Open FaxPress.nsf 4. To update the in the mail template, select in the left panel, Forms FaxPress Lotus Notes Integration and highlight . In right panel multi-select Forms FaxPress Options Functionality . Right-click and select...
Page 86 Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 5. In the left panel, select the Mail template and highlight Forms . In the right panel right click and select to paste the above three forms into the mail template.
Page 87 . Right click and select ($Sent) (Business Fax) Copy 8. In the left panel, select the Mail template and highlight Views . In the right panel, right-click and select to paste the above 2 views into the mail template. Paste 5—15...
Page 88 Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 9. To update the Mail template’s folders, select the Mail template in the left panel and highlight Folders Then, in the right panel, select . Right-click and select . Click to delete it.
Page 89 . In the right panel, right-click and Mail Folders select to paste the above 2 folders into the mail template. Paste 12. To update the Mail template’s Agents, select in the left panel and FaxPress Lotus Notes Integration highlight .
Page 90 . In the right panel, right-click and select to paste the above agent into the mail template. Paste 14. To update the Views in the Global Address Book (names.nsf), select FaxPress Lotus Notes in the left panel, and highlight . Then, in the right panel, select...
Page 91 15. In the left panel, select the and highlight . In right panel right click and Global Address Book Views select to paste the above view into the Global Address Book. Paste 16. Save and Close the Mail template and names.nsf .
Page 92: Step 8: Set Up The Gateway Information
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates Step 8: Set Up the Gateway Information In this section, you’ll use the FaxPress Admin Console utility to specify: • the Domino server name. • the administrator account name. •...
Page 93 Performing the Integration Script Procedure 2. Select the in the left panel. Then select in the right panel. Admin Console Setup 5—21...
Page 94 – the dedicated mail account created in step 1. Fax Mail Account Path to copy original Mail Template – not required. Note: For a discussion of the access rights required for the Notes Administrator account, see Access Rights on page 5-3. 5—22...
Page 95 Performing the Integration Script Procedure 4. Click in the left panel to close Exit FaxPress.nsf 5—23...
Page 96: Step 9: Replace Design
Domino Server Console > load design, then enter to apply the Mail template design changes to all the mail databases. Next, you must install either the Email Gateway for SMTP or the Lotus Notes Gateway. For instuctions...
Page 97 What’s In This Chapter Overview ____________________________________________________________ 6-2 About the Email Gateway for SMTP _______________________________________ 6-3 Installing Applications for the Gateway’s File Conversion Service _____________ 6-3 Configuring the Email Gateway for SMTP ___________________________________ 6-4 Configuring the Domino Server’s DNS Lookup ____________________________ 6-4...
Page 98: Implementing The Email Gateway For Smtp
Implementing the Email Gateway for SMTP Overview This chapter describes: • When to implement the Email Gateway for SMTP. • How to configure the Email Gateway for SMTP. • How to start the Email Gateway for SMTP. • How to stop the Email Gateway for SMTP.
Page 99: About The Email Gateway For Smtp
Adobe Acrobat onto the FaxPress Enterprise. If the application associated with the file type does not exist on the FaxPress Enterprise server, the attached file will not be faxed and a file conversion error will be generated for that particular job.
Page 100: Configuring The Email Gateway For Smtp
Gateway. DNS configuration will depend on the way your network is set up. If your mail server is configured to do DNS lookup and name resolution on your own internal DNS server, you’ll need to create two entries: •...
Page 101 , or as a user with supervisor privileges, expand the branch, and Supervisor Administration select the folder. Embedded Services 3. Right-click on the Email Gateway and select Configure to open the Email Gateway Configurator. Use this same procedure to start or stop the Gateway service. 6—5...
Page 102: Required Configuration For Smtp
Implementing the Email Gateway for SMTP Required Configuration for SMTP For the Email Gateway for SMTP to be operational, you’ll need to, at minimum, configure the Email Gateway Configurator: • to use the option. This is configured in the Email Gateway Configurator’s...
Page 103: Active Directory And User Mapping - Important
SMTP mail account names to FaxPress Premier user accounts, enabling integration of the two databases. Until User Mapping is established, the Email Gateway will not be able to route inbound faxes to email users. All inbound faxes will instead be delivered to the Unaddressed mailbox account.
Page 104 When the Gateway automatically creates a FaxPress Premier account for an email user, it starts at this ID and increments it by one until a unique ID is found, which is assigned to the new user. This is only applicable if you are evaluating the product. Select to Email supervisor about license status enable the daily email sent to notify the administrator the number of days left until the license expires.
Page 105: Email To Fax Settings
Email to Fax tab provides the parameters required for the Email Gateway for Generic SMTP to communicate with your SMTP mail server or agent, and allows you to modify the settings the Email Gateway for Generic SMTP uses in processing email.
Page 106 Send the body of the email as a separate fax page from the cover page Gateway to send the email’s body text as a separate fax page from the cover page of the outgoing fax. If the email body text is greater than 960 characters (16 lines), the text will be automatically placed on a separate fax page and not included on the cover page of the fax.
Page 107 If you set the Scan Period to 30 seconds, every 30 seconds the Gateway will check to see if any fax-addressed email has been generated, and if so, will process and send them out. – set the name that will be used in the return address for any email sent out by the Gateway. You may Name want to have a reference to the supervisor or administrator who is in charge of FaxPress Enterprise administration.
Page 108: Optional Configuration Procedures
A longer setting will slow down the delivery of faxes; a shorter setting will increase CPU activity related to fax processing. If you set the Scan Period to 60 seconds, every 60 seconds the Gateway will do two things: Log on to each of the configured Incoming FaxPress Servers and check for and process incoming faxes.
Page 109 User Exclusion List page. If so, the Gateway ignores the received fax. Otherwise, the Gateway checks to see if the recipient of the fax is in the User Map. If so, the Gateway sends an email to the recipient’s corresponding email address.
Page 110: Email Inclusion List
If the incoming email passes the “inclusion” test, then the Gateway makes sure the address or domain of the incoming email is not in the exclusion list. If it is in the exclusion list, the email is not processed.
Page 111: Email Exclusion List
If the email passes the “inclusion” test, the Gateway makes sure the address or domain of the incoming email is not in the exclusion. If it is in the exclusion list, the fax is not processed.
Page 112: User Exclusion List
The Gateway looks for the user in the User Exclusion List and if found, ignores the fax. If the user is not found in the User Exclusion List, the Gateway continues the process of sending an email notification to the user.
Page 113: Character Substitution
Email Gateway character set. With Lotus Notes and FaxPress Enterprise integration, any character substitution is typically taken care of on the Lotus Notes side. Your email users will use the substitute character in the fax address string of the the email. When the Email Gateway reads the recipient address, it will interpret the substitute character in the same way that it would interpret the original character.
Page 114 Enter a Character Substitution Mapping system in the Replace field. Senders will use this character instead of the predefined character used by the Email Gateway for Generic SMTP. ‘ ‘ is used in this example. In the...
Page 115: Trace Tool
Optional Configuration Procedures Trace Tool The Trace Tool tab allows you to generate a file that contains varying levels of information about how the Gateway is functioning. This file can be used to monitor ongoing Email Gateway activity, and to identify potential complications in the transactions between the Email Gateway and the Enterprise and between the Email Gateway and your email system.
Page 116 Implementing the Email Gateway for SMTP 6—20...
Page 117 Installing the Lotus Notes Gateway ________________________________________ 7-5 Configuring the Lotus Notes Gateway _____________________________________ 7-14 Basic Configuration ________________________________________________ 7-14 Starting the Lotus Notes Gateway Service ______________________________ 7-17 Additional Lotus Notes Gateway Configuration Options ____________________ 7-18 Uninstalling the Lotus Notes Gateway _____________________________________ 7-23...
Page 118: Implementing The Lotus Notes Gateway
Implementing the Lotus Notes Gateway Overview This chapter describes: • Lotus Notes Gateway implementation. • How to install the Lotus Notes Gateway. • How to configure the Lotus Notes Gateway. • How to uninstall the Lotus Notes Gateway. 7—2...
Page 119: About The Lotus Notes Gateway
128 MB of RAM • minimum 100 MB of free hard disk space. The amount of hard disk space required depends on fax traffic volume. High volume situations require a dedicated higher spec workstation, e.g. Pentium II 266 MHz, 256MB of RAM, 200 MB of free hard disk space.
Page 120: Preparing The Gateway's Client Account
. If no option is present, FaxPress will not support the attachment. Print Print If the associated application is launched and the file prints, then it is likely to be supported as a FaxPress Enterprise native attachment. 7—4...
Page 121: Installing The Lotus Notes Gateway
Domino/FaxPress Server Integration script according to either Chapter 3, Integration for Lotus Notes 6.5 and 7, Chapter 4, Integration for Lotus Notes 5.5 – Standard Mail Templates Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates on page 5-1 •...
Page 122 Implementing the Lotus Notes Gateway 3. The Welcome to FaxPress Installation screen requires you to click the Next> button. 4. If the FaxPress Plus client is already installed on this workstation, this screen will appear. Select the option. To Install FaxPress Email Gateways 7—6...
Page 123 Installing the Lotus Notes Gateway 5. If the FaxPress Plus client is not already installed on this machine, this screen will appear. Select Administrator Installation 6. Select the button. Email Gateway 7—7...
Page 124 Implementing the Lotus Notes Gateway 7. Click Next> 8. Select MS Outlook Direct or Lotus Notes Gateway.. 7—8...
Page 125 Installing the Lotus Notes Gateway 9. Select the button. Lotus Notes Gateway 10. Again, select the button. Lotus Notes Gateway 7—9...
Page 126 Domino server. The FaxPress Lotus Notes Gateway requires a Notes client account to use to log on to the Domino server. This client account must have the ability to connect to both the Domino server and the mail database. This client account must be created and ready before running the Dom- ino Server setup and Gateway installation.
Page 127 Installing the Lotus Notes Gateway Using the Lotus Notes Gateway’s Notes client software for either of these two purposes will cause the Lotus Notes Gateway service to either temporarily cease functioning or to fail entirely. See Preparing for more information.
Page 128 14. The screen requires you to specify the location of the Notes client folder. Setup Destination Folder will not automatically detect the folder’s location. Browse to the Notes client folder location, then click . Setup will now begin copying files.
Page 129 Installing the Lotus Notes Gateway 16. Once the files are copied, click Finish. 17. Click to close the screen. Exit Castelle FaxPress Plus Setup 7—13...
Page 130: Configuring The Lotus Notes Gateway
At this point in the setup, the activity icon in the lower right corner will indicate that the Gateway is currently inactive. The Lotus Notes Gateway will become active once the Lotus Notes Gateway service is started.
Page 131 Supervisor Password fields, enter the name and password of a FaxPress user with supervisor privileges on this FaxPress server. It is a good idea to create an account on the Fax- Press specifically for Lotus Notes Gateway administration. Click 6. Select the...
Page 132 8. Confirm the FaxPress User is mapped to the correct Lotus Notes Email Address. Repeat for each additional user. Once the User Map list is complete, be sure to start the Lotus Notes Gateway service before trying to send and receive faxes.
Page 133: Starting The Lotus Notes Gateway Service
Starting the Lotus Notes Gateway Service The Lotus Notes Gateway service must be running for users to send and receive faxes. You may either start the service manually from your Control Panel, or restart the workstation to activate the service.
Page 134: Additional Lotus Notes Gateway Configuration Options
Implementing the Lotus Notes Gateway Additional Lotus Notes Gateway Configuration Options The FaxPress Lotus Notes Gateway Configuration utility provides a convenient way to customize additional faxing parameters. 1. The tab allows you to configure Incoming, Outgoing, and Unadressed Fax settings, as well as specify the Fax Attachments Format, and enable or disable Auto Registration.
Page 135 TIF File – optional fax attachment format. DCX File – optional fax attachment format. The Gateway’s PDF format is an image file only. This means the content will not be searchable. Auto Registration – Auto Registration allows a new FaxPress account to be Enable Auto Registration automatically created the first time a Notes user sends a fax.
Page 136 Gateway is functioning, as well as specify the path name for the Gateway’s temp files. Use the Trace utility with discretion because the trace file can quickly grow very large.
Page 137 This test is only available if the Gateway is running. The Configurator asks the Gateway to send the test fax. In this way you are truly testing whether the Gateway is or is not successfully able to send a fax out...
Page 138 FaxPress Outgoing Fax test succeeds, yet your fax mail senders are unable to send faxes out through the Gateway, it is likely that your email system is not delivering the email to the Gateway in the first place. test section requires you to fill in the following fields: FaxPress Outgoing Fax –...
Page 139: Uninstalling The Lotus Notes Gateway
4. remove the Add On products program from the Add/Remove Programs Control Panel 5. restore the original mail template (mail50.ntf) file, backed up to the directory specified during setup 6. run the load design script to re-distribute the original mail template (mail50.ntf) file To uninstall the FaxPress Lotus Notes Gateway, follow these steps: 1.
Page 140 Start Un-installation 4. Click to uninstall. 5. If you know the path and file name of the original mail50.ntf file, click . Otherwise, click 6. Enter the path and file name of the original mail template file, then click 7—24...
Page 141 Uninstalling the Lotus Notes Gateway 7. Click 8. Running the Load Design script restores the original mail template.From a Domino Server Console command prompt, type: > load design then enter. 7—25...
Page 142 Implementing the Lotus Notes Gateway 7—26...
Page 143 What’s In This Chapter Overview ____________________________________________________________ 8-2 Sending and Receiving Faxes ____________________________________________ 8-3 Using the FaxPress Enterprise Mail Template to Send Faxes____________________ 8-4 Configuring Default Fax Options _______________________________________ 8-4 Addressing Faxes __________________________________________________ 8-6 FaxPress/Notes Inbox and Memo Features ______________________________ 8-7...
Page 144: Overview
This chapter describes: • Using the FaxPress Enterprise Mail Template to send faxes. • Using manual addressing formats to send faxes without using the FaxPress Enterprise Mail Template. • Using the Email Gateway for SMTP to send faxes. • Receiving faxes using the Lotus Notes Gateway.
Page 145: Sending And Receiving Faxes
FaxPress Enterprise and Lotus Notes integration allows FaxPress Enterprise users to send and receive fax messages from the Notes mail client. Attachments are rendered into fax file format for most applications, allowing attached files to be sent to fax and email recipients simultaneously. A FaxPress Enterprise account is required for Notes users to send and receive fax messages through the FaxPress Enterprise.
Page 146: Sending And Receiving Faxes
Inbox and Memo features to all Notes mail users. Lotus Notes users have access to a fax form via a "New FaxPress Fax" button in the Notes Inbox interface. This feature supports all FaxPress Enterprise fax delivery options and makes for convenient, user-friendly fax transmission.
Page 147 - Enter the recipient company’s phone number. This is the recipient’s voice phone number (not the fax number) that will appear on the cover page. All parameters in the fax option template are designed for sending outgoing faxes to the recipient. Voice phone number can also be set in the Notes address book entry for the recipient.
Page 148: Addressing Faxes
Attachments are converted to fax format and added to the end of the fax in the order they are listed. To send the fax message to e-mail addresses in addition to fax addresses, click E-mail in the Action bar.
Page 149: Faxpress/Notes Inbox And Memo Features
Using the FaxPress Enterprise Mail Template to Send Faxes FaxPress/Notes Inbox and Memo Features The Domino/FaxPress Integration Script installation creates and distributes two new fax-related Inbox and Memo features to all Notes mail users. The Lotus Notes Inbox includes the...
Page 150 Notes fields. cc:, Subject Use the field specifically for fax addressing. Faxes may be addressed by using: Fax To: • Lotus Notes Address Book entries. These entries must have the fax number information field Office Fax included.
Page 151: Adding And Using Address Book Entries
If the Company name or Office Phone Number fields are left blank in the Address Book entry, the FaxPress Fax Options may be used to provide that information for the fax cover page at the time the fax is composed. (See for more Accessing Address Book Entries from the FaxPress Select Fax To Options on page 8-13 information on using the FaxPress Fax Options.)
Page 152 Sending and Receiving Faxes To use an address book entry to send a fax via the FaxPress Lotus Notes Gateway, follow these steps: 1. Select , then select Inbox New FaxPress Fax 2. Select Fax Address 8—10...
Page 153 Fax Address Fax List if it is not already open. The window lets you select one or more fax addresses from the Notes Fax List personal address book, Notes public address book or Domino directory. With Lotus Notes 6.5 and 7, an additional button is available.
Page 154 Notes Address Book’s list - in the example Group Sales above - will be sent to all of the members in that group who have fax numbers entered in the Office Fax field of the address book entry. 8—12...
Page 155: Accessing Address Book Entries From The Faxpress Select Fax To Options
- Specify a line number. When FaxPress has more than one fax lines, this parameter is used to Line Number specify which fax line to use to send the outgoing fax. Normally, this parameter should be left blank and FaxPress will automatically search for an available fax line to send the fax. This parameter should be used only if the user is familiar with the FaxPress's line settings.
Page 156 Fax Options’ Cover Page Name 7. Complete the Subject line and type the body of the mail message. Text entered in the Subject box in the Notes mail message will appear in the Notes section of the fax cover sheet. Text entered in the body of the mail message will appear as the body of the fax.
Page 157: Using Manual Addressing To Send Faxes
FaxPress Enterprise Mail Template is available for use. See Manual Addressing Using the Email Gateway for SMTP on page 8-16 for the manual addressing options provided if the Email Gateway for SMTP is being used independently, without the FaxPress Enterprise Mail Template.
Page 158: Manual Addressing Using The Email Gateway For Smtp
Template, a manual addressing format specific to the Email Gateway for SMTP must be used to address and send faxes. Your fax messages must first be sent to the Email Gateway for SMTP before being forwarded to the FaxPress Enterprise. Sending a fax via the Email Gateway for SMTP requires that you address your message to the recipient’s fax number ‘at’...
Page 159 Value the date or time at which the fax is to be sent. This option allows you to specify a time in the future to send the fax. The date format used must match the date format specified in your FaxPress mailbox profile, i.e.:mm/dd/yyyy/hh.mm, dd/mm/yyyy/hh.mm or hh.mm...
Page 160: Fax Status Notification
“ ” tells the FaxPress to pause three seconds before dialing the PBX password. Fax Status Notification After the Email Gateway for SMTP sends a fax to the FaxPres Enterprise, it polls the unit for the status of the 8—18...
Page 161 Required Configuration for SMTP on page 6-6 If a fax attempt fails, or if a message is for any reason unable to be processed, the Email Gateway for SMTP informs the sender with a failure notice. Each fax status notification received from the Email Gateway for SMTP includes an email return address to someone designated by the Email Gateway for SMTP supervisor to answer questions you may have regarding your fax attempt.
Page 162: Receiving Faxes
Sending and Receiving Faxes Receiving Faxes If your phone system and Email Gateway for SMTP (or Lotus Notes Gateway) have been configured for automatic routing, incoming faxes will be routed directly to the users’ Notes mail Inbox. If the user does not have a User Map entry (see...
Page 163: Unaddressed Faxes
2. Incoming faxes appear as attached .tif files. Double click on the file to view your fax. Unaddressed Faxes If your phone system does not support automatic routing, the Email Gateway will place incoming faxes in the default mailbox, where they will stay until routed manually to the recipient’s email inbox.
Page 164 Sending and Receiving Faxes 8—22...
Page 165 8-16 sending 8-6 substituting 6-17 status 8-18 configuration unaddressed 8-21 basic 7-14 FaxPress Lotus Notes Admin Console 4-10, 5-20 Configuration utility faxpress.nsf 4-10 access rights 6-14 Email Inclusion List 6-14 incoming faxes 8-20 email processing 6-9 iNotes Web Access Mail 2-3...
Page 166 6-7 native attachment support 7-4 VIM 1-4 Native Attachments 7-4 Notegtwy.exe 1-4 NT service 7-4 options setting email and fax 6-9 PDF 6-13, 7-19 permissions starting applications 7-4 RAM 7-3 receiving faxes 8-20 recipient’s company 8-16 recipient’s voice number 8-16...

Castelle Enterprise Supplementary Manual

About Lotus Notes and Faxpress Enterprise Integration

Before You Begin: Integration Options

Integration for Lotus Notes 6.5 and 7

Integration for Lotus Notes 5.5 - Standard Mail Templates

Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates

Implementing the Email Gateway for SMTP

Implementing the Lotus Notes Gateway

Sending and Receiving Faxes

Quick Links

Need help?

Questions and answers

Related Manuals for Castelle Enterprise

Summary of Contents for Castelle Enterprise

Table of Contents