Castelle Premier Administrator's Manual

Integrated network fax server
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FaxPress Premier
The Integrated Network Fax Server
Administrator Guide
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Summary of Contents for Castelle Premier

  • Page 1 FaxPress Premier ™ The Integrated Network Fax Server Administrator Guide...
  • Page 3: Important Notice

    (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 5: Table Of Contents

    Package Contents ........23...
  • Page 6 About the Administrator Mailbox ....... .71 Unaddressed Faxes ........71 Notices .
  • Page 7 Fax Confirmation ........119...
  • Page 8 Purging Old Faxes ........148...
  • Page 9 Configuring Fax Approval ........210...
  • Page 10 Enabling Backup ........234...
  • Page 11 Bates Numbering ........300...
  • Page 12 Requirements ........
  • Page 13 Filtering Archived Sent Faxes ........
  • Page 14 One-Click Search ........510...
  • Page 15 32-Bit ODBC Data Sources ........547...
  • Page 16 Software Support ........606...
  • Page 17: Introducing The Faxpress Premier

    FaxPress Premier Administrator Guide Introducing the FaxPress Premier...
  • Page 18: Faxpress Plus ® , The Faxpress Plus Server Client Software

    The FaxPress Plus 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. Castelle also provides a wide variety of...
  • Page 19 FaxPress Premier server, and allows Microsoft Exchange, Lotus Notes, Novell Group- Wise and any SMTP-compatible email system users to send and receive faxes directly from the mail client. An additional email gateway for Lotus Notes is provided on the Fax- Press Premier install disc.
  • Page 20: Faxpress Premier Hardware Features

    Router privileges to route inbound faxes right to users’ FaxPress Premier mailboxes with a single mouse click. A Premier user with Router privileges may view only the first page (cover page) of the fax, maintaining the privacy and confidentiality of the fax trans- action content.
  • Page 21 Width 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 com- Modified Huffman (MH), Modified Read (MR), and Modified Modified pression Read (MMR)
  • Page 22: Electronic Documentation

    Kinko’s DocStore. Click the Purchase icon to the right of the document to go to the Kinko’s DocS- tore. Clicking the document link itself allows you to view the PDF version of the document, but will not allow you to purchase a printed copy.
  • Page 23: Technical Support

    To qualify for tech support, your FaxPress Premier must be registered with Castelle. Visit Castelle’s Customer Services web page at: http://www.castelle.com/support for more information about product registration. Technical support is available by mail, fax, e-mail, or phone from 6 a.m. to 5 p.m. Pacific Standard Time (PST). Phone: +1(408) 852-8080 Fax: +1(408) 852-8180 E-mail: support@castelle.com...
  • Page 24: Setting Up The Faxpress Premier

    FaxPress Premier Administrator Guide Setting Up the FaxPress Premier...
  • Page 25: File Conversion Service

    Microsoft Office suite, Adobe Acrobat etc, onto the FaxPress Premier. If the application as- sociated with the file type does not exist on the Premier, 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 Premier, or by using Remote Desktop.
  • Page 26 Users should NOT submit "non- convertible" source files (i.e., .exe, .bin, etc.) to the FaxPress Premier server. Instead of generating garbage fax output, FaxPress Premier will reject the file and generate a file con- version error for that particular job.
  • Page 27: Changing The Faxpress Premier Server's Ip Address

    Changing the IP Address Using the LCD Window (Models with 4-key Keypad) To enter a new IP address using the Premier’s front panel LCD window, follow these steps: Confirm the LCD window currently displays the Premier name and IP address.
  • Page 28: Changing The Ip Address (Models With 5-Key Keypad)

    Press Enter to enter the ENTER IP ADDRESS screen. Press Up/Down arrows to scroll through 0-9 and DOT. Press Enter to confirm the digit and to move the cursor to the right and the next digit. Press Enter twice to confirm IP ADDRESS.
  • Page 29: Changing The Faxpress Premier Serial Number To A Name

    The default FaxPress Premier name is the serial number displayed in the LCD window on the front of the unit. You may decide to give the FaxPress Premier a name rather than us- ing the default serial number to more easily identify the FaxPress Premier on the network.
  • Page 30: Powering On The Faxpress Premier Server

    Premier will automatically be assigned an IP address from your network’s DHCP server, but will need to be manually joined to the network domain. The FaxPress Premier’s IP ad- dress will be displayed on the FaxPress Premier’s front panel LCD window.
  • Page 31: Setting Up The Faxpress Premier (Analog)

    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 Premier 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 32: Setting Up The Faxpress Digital Premier

    Admin Guide > Setting Up the FaxPress Digital Premier Setting Up the FaxPress Digital Premier Before beginning the steps described in this section, make sure you’ve carefully reviewed the Setting Up the FaxPress Premier Server on page 22. Note: The information on this page applies only to Digital FaxPress (Premier Digital, Enterprise and Enterprise Redundant) units only.
  • Page 33: Dnis String Information Requirements

    FaxPress Premier to a PBX, a trained PBX technician should be on site. T1 Line Type and Configuration Parameters T1 lines in US domestic areas are typically one of two types: T1 CAS and T1 ISDN (PRI- ISDN). The T1 CAS has 24 fax channels; the T1 ISDN has 23 fax channels.
  • Page 34: Fractional T1 Line Configuration

    The FaxPress Premier Fractional T1 unit will use the first 8 channels of the 24 channels on a T1 line. Confirm with your T1 carrier that the T1 line they’re providing you has the first 8 channels activated rather than the last 8 channels or the middle 8 channels.
  • Page 35 Admin Guide > Setting Up the FaxPress Digital Premier your T1 Signaling Protocol is ISDN PRI rather than CAS E&M, or if your Line Coding is AMI rather than B8ZS, you’ll need to follow the procedure described in this section.
  • Page 36: Configuring The Premier's Fax Board For Isdn Bri Lines

    26. Select the .prf file that specifically matches your T1 line, then click Open. 27. Select how many T1 trunks you’re using (the default is 1 for one T1 line), and click 28. Click OK to exit the Dialogic GDK Configurator.
  • Page 37: Connecting The Premier Digital To Your Network

    Admin Guide > Setting Up the FaxPress Digital Premier To disable an unused board or boards in the Configuration Manager, follow these steps: Attach a mouse, keyboard, and monitor to the FaxPress Premier Digital. Although Remote Desktop can be used for configuring other aspects of the Premier system, it can’t be used for this.
  • Page 38: Required Setup Procedures

    Activating the FaxPress Plus software with the Software Activation Key. (See Start- ing FaxPress Plus and Logging In to the FaxPress Plus Client on page 79 or Acti- vating the FaxPress Premier Software on page 73.) Configuring the FaxPress Premier server’s Line Settings, Dialing Properties, Email settings, and PBX/DID settings using FaxPress Plus.
  • Page 39: Optional Setup Procedures

    FaxPress Premier products are rack-mountable by attaching the two provided mounting brackets. To mount a FaxPress Premier unit on a 19 rack, the user needs to use four spe- cific screws provided by the rack vendor. These special screws are not provided by Cas- telle.
  • Page 40: Network Security/Installing Antivirus Software

    FaxPress Premier function on a case by case basis. For example, some security hot fixes may disable net- work ports needed by the FaxPress Premier, or change the system Print spooler to a set- ting other than autostart.
  • Page 41: Backward Compatibility

    Premier at the time the HDD image is created. This means the FaxPress Premier server ships with a relatively new Service Pack, but the Service Pack it ships with may still be behind the most current Microsoft Service Pack release.
  • Page 42: Backward Compatibility With Faxpress Servers

    Premier client software. Backward Compatibility with Earlier Versions of FaxPress Premier There are some restrictions to keep in mind when using the newest version of the FaxPress Premier client software, FaxPress Plus, with older versions of FaxPress Premier client soft-...
  • Page 43: Using Remote Desktop

    Premier’s Embedded Windows operating system from any other network workstation with Remote Desktop installed. The Remote Desktop feature is installed by de- fault on Windows XP and Vista, and is optional on other Windows operating systems. See your Microsoft documentation for information on using Remote Desktop.
  • Page 44: Installing The Faxpress Plus Client

    FaxPress Premier Administrator Guide Installing the FaxPress Plus Client...
  • Page 45: 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 46 Click Browse to specify one. Choose either a network path or a shared directory for the remote client installa- tion. Make sure that all your end users have the network or shared drive mapped to the same drive letter.
  • Page 47 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. FaxPress Premier Administrator Guide...
  • Page 48 Admin Guide > Creating a Remote Installation Next, follow the Administrator client installation: step on page 44 through step on page 47. At the end be sure to select Yes, I want to reboot the user’s work- station.
  • Page 49: Deploying Msi Packages With Group Policy

    If the program is assigned to a computer, it is installed when the computer starts and is avail- able to all users that log in to the computer. When a user first runs the program, the installa- tion is finalized.
  • Page 50: Deploying A New Msi Package

    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 51 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 Object and selecting Edit...
  • Page 52 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 sys-...
  • Page 53: Upgrading A Previous Msi Package

    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 or- ganization and complexity.
  • Page 54 Admin Guide > Deploying MSI Packages with Group Policy Click OK on the Add Upgrade Package dialog box and again on the Properties dia- log 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 55 Prompt and type gpupdate /force on Windows XP/2003 or secedit /refresh- policy on Windows 2000, and restart the system. 11. As the system restarts, the previous installation of the MSI package will be re- moved and the new MSI package will be installed. The progress, as shown below, is displayed in the Startup progress dialog box.
  • Page 56: Installing The Faxpress Plus Client

    FaxPress Plus Administrator client the FaxPress Plus User client Both the Administrator client and the User client provide the same FaxPress Plus interface, but the Administrator client also includes two additional administration tools, the Import Microsoft Exchange Users utility (see Importing Microsoft Exchange Users on page 190) and the FaxPress Premier Migration Wizard (Importing Users with the Migration Wiz- ard on page 178.)
  • Page 57: Installing The Faxpress Plus Administrator Client

    CD and run Autorun.exe. If you are re-installing the FaxPress Plus software, the FaxPress Plus Setup will re- quire you to uninstall the existing FaxPress Plus Client. Or, you can choose to in- stall a FaxPress Plus Email Gateway at this time.
  • Page 58 Admin Guide > Installing the FaxPress Plus Administrator Client The Welcome screen requires you to click Next>.
  • Page 59 Admin Guide > Installing the FaxPress Plus Administrator Client Select the Administrator Installation button. To install the Administrator Client, click Install FaxPress Plus Client for Admin- istrators. FaxPress Premier Administrator Guide...
  • Page 60 Admin Guide > Installing the FaxPress Plus Administrator Client The Destination Path screen requires you to approve the default installation di- rectory, or Browse to a new one. Press Next> once the default installation direc- tory has been selected.
  • Page 61 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 Fax- Press Plus.
  • Page 62 Admin Guide > Installing the FaxPress Plus Administrator Client Select Program Folder screen displays the default program folder for the client files. Click Next>.
  • Page 63 FaxPress Plus Crystal Report version, then click Yes. If your ver- sion of Crystal Report is not compatible with the FaxPress Plus version, click No. If Crystal Report is not installed, click Yes to install and use FaxPress Plus Fax Re- port.
  • Page 64 Admin Guide > Installing the FaxPress Plus Administrator Client...
  • Page 65: 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 66: 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, cus- tom applications.
  • Page 67: Running The Faxpress Plus Client Setup On Terminal Server

    Admin Guide > Installing the Client on Windows Terminal Server Running the FaxPress Plus Client Setup on Terminal Server Installing the FaxPress client on a Terminal Server uses the same Castelle FaxPress Setup CD-ROM used to install the FaxPress server and client software. Running the 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.
  • Page 68: Running The Setup - Important Information

    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...
  • Page 69 17. The FaxPress Fax Report feature is only compatible with the Crystal Report version 9.2.0.448. If the Terminal Server is running any version of Crystal Report other than 9.2.0.448, click No. If the Terminal Server is not running any version of Crys- tal Report, or if the version is 9.2.0.448, click Yes.
  • Page 70: Setting Up The Faxpress Client And Dcx Print Driver For Published Applications

    For attached files to be converted to faxable format, and transmitted through the Fax- Press, you must configure the DCX Print Driver for Published Applications on Citrix and Ter- minal Server. Setting up the DCX Print Driver for Published Applications on Citrix and Terminal Server requires you to: Download the FaxPress 9.x from Castelle’s website at http://www.castelle.com.
  • Page 71: Adding Outlook Direct Transport To User Profiles

    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 72 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 73: Installing On A Novell Network

    Server’s serial number, click Show Settings, then IP settings .Enter an IP address in the FaxPress IP Address field, and a subnet mask ad- dress in the IP Mask field. Click the Set, then the Exit button. Reboot the Fax- Press server.
  • Page 74: Installing The Faxpress Plus User Client

    Server. Check with your network administrator before continuing manual installation of the FaxPress Plus client. This section describes how to install the FaxPress Plus User client. The FaxPress Plus User client includes FaxPress Plus, the FaxPress Plus fax transmission utility. Before you can use FaxPress Plus, the FaxPress server must first be operational.
  • Page 75 Admin Guide > Installing the FaxPress Plus User Client If you are re-installing the FaxPress Plus software, the FaxPress Plus Setup will re- quire you to uninstall the existing FaxPress Plus client. Or, you can choose to install a FaxPress Plus Email Gateway at this time.
  • Page 76 Admin Guide > Installing the FaxPress Plus User Client The Welcome screen requires you to click Next>.
  • Page 77 Admin Guide > Installing the FaxPress Plus 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. FaxPress Premier Administrator Guide...
  • Page 78 Click Next> to use the default local drive loca- tion, or click Browse to specify a network drive to share the folder with other us- ers. After you’ve installed the client, you can change the location of the personal folders from FaxPress Plus.
  • Page 79 Admin Guide > Installing the FaxPress Plus User Client The Select Program Folder screen displays the default program folder for the cli- ent files. Click Next> or select a new folder. FaxPress Premier Administrator Guide...
  • Page 80 FaxPress Plus Crystal Report version, then click Yes. If your ver- sion of Crystal Report is not compatible with the FaxPress Plus version, click No. If Crystal Report is not installed, click Yes to install and use FaxPress Plus Fax Re- port.
  • Page 81 Admin Guide > Installing the FaxPress Plus User Client FaxPress Premier Administrator Guide...
  • Page 82: International (Non-English) Character Support

    This means that FaxPress Plus 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 83: Uninstalling The Faxpress Plus Client

    The Castelle FaxPress Setup includes a FaxPress Plus client uninstall feature. This fea- ture will only appear as an option when the FaxPress Premier Setup detects an existing installation of the FaxPress Plus client. If you’re running a fresh install of the FaxPress Plus client, the uninstall screens will not appear.
  • Page 84 Admin Guide > Uninstalling the FaxPress Plus Client Click OK. Choose the kind of uninstallation you require. There are two FaxPress Plus client uninstallation options, a partial and a complete. The partial uninstallation removes the client files, but retains all Personal Folders contents, user settings, and Fax- Press registry settings.
  • Page 85 Admin Guide > Uninstalling the FaxPress Plus Client FaxPress Premier Administrator Guide...
  • Page 86: Faxpress Plus: An Introduction

    FaxPress Premier Administrator Guide FaxPress Plus: An Introduction...
  • Page 87: About The Administrator Mailbox

    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 89 for more information on automatic routing.) This folder can be configured just like the Administrator and Guest accounts by...
  • Page 88: Saved Faxes

    Admin Guide > About the Administrator Mailbox Saved Faxes The Saved Faxes folder contains the Administrator mailbox’s saved incoming faxes if the Save incoming fax option is enables in the User Properties. See Setting Incoming Fax Properties on page 161 for more information.
  • Page 89: Activating The Faxpress Premier Software

    FaxPress Premier unit’s serial number, to enable the Premier client software and associated FaxPress Premier Email Gateways to function. To use the FaxPress Plus utility to access Castelle’s Activation Key request page and obtain your Software Activation Key, follow these steps: Go to FaxPress Plus’s Software Activation Key directory.
  • Page 90 Next, select the License FaxPress Premier 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 91: Faxpress Plus Introduction

    Contacts, Personal Folders, Administration, Archive, All Folders. When accessed initially by the Administrator, FaxPress Plus opens by default to the Mail- box view. To access the different folder views, use the row of icons located at the bottom of the FaxPress Plus window.
  • Page 92 Admin Guide > FaxPress Plus Introduction Expanding the FaxPress Plus window vertically will relocate the icons vertically.
  • Page 93 Refer to Archiving Faxes on page 382 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 Premier Neigh- borhood.
  • Page 94 Admin Guide > FaxPress Plus Introduction Note: If you are on a Novell network, all FaxPress Premier servers are displayed, rather than just those FaxPress Premier servers on the same TCP/IP segment. The Administration view provides access to Premier features, services and administra-...
  • Page 95: Starting Faxpress Plus And Logging In To The Faxpress Plus Client

    Starting FaxPress Plus and Logging In to the FaxPress Plus Client To start FaxPress Plus, the FaxPress Plus client, follow these steps: Log in as Administrator, or as a user assigned Administrator rights, by going to on a workstation with the Start>Programs>FaxPress Plus>FaxPress Plus...
  • Page 96 Administrator privileges. See Configuring the Administrator Account on page 99 for information on resetting the password. If this is the first time you’ve opened FaxPress Plus, you will be prompted to acti- vate your FaxPress Premier software. Enter your FaxPress Activation key code and click Enable, or select Obtain Key from Web to get your activation key.
  • Page 97: Accessing Additional Faxpress Premier Servers

    Admin Guide > FaxPress Plus Introduction Note: For more info on logging into a FaxPress Premier located on a different network segment, see Accessing Additional FaxPress Premier Servers on page Accessing Additional FaxPress Premier Servers Once you’ve started FaxPress Plus and logged into one FaxPress Premier server, the other FaxPress Premier servers on the network are easily accessed two different ways.
  • Page 98 Admin Guide > FaxPress Plus Introduction From any of the folder views, you can use the FaxPress Premier server icon to se- lect and log in to any of the FaxPress Premier servers on the network. Once logged in, you can use the server icon to move easily from server to server.
  • Page 99 Admin Guide > FaxPress Plus Introduction FaxPress Premier Administrator Guide...
  • Page 100: Locating A Remote Premier Server

    Admin Guide > Locating a Remote Premier Server Locating a Remote Premier Server If you are using a Windows network, your FaxPress Premier server could be installed on a different TCP/IP segment. If a Premier server is installed on a different TCP/IP segment, it will not initially appear in the FaxPress Neighborhood.
  • Page 101 The TCP/IP Advanced button will be inactive if the server selected is installed on a Novell network. In the Host Editor window, use the Host Name field to enter a name for the re- mote FaxPress Premier server you want to add.
  • Page 102 Click Add to add the server to your list of available FaxPress Premier servers. The new server will be displayed in the server list in the left panel with an asterisk be- fore its name, designating this server as a user defined server.
  • Page 103: Configuring The Faxpress Premier

    FaxPress Premier Administrator Guide Configuring the FaxPress Premier...
  • Page 104: 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 105: 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 Premier. 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 Premier’s dtmf.log file described inDetermining the Number of Mailbox ID...
  • Page 106: Preparing Your Pbx System For Automatic Fax Routing

    Atlas to use the PBX with the FaxPress Premier. Analog PBX systems will integrate with the FaxPress Premier without a third party device. If you’re using a DID trunk without a PBX system, you’ll need a third party device like the Exacom DID Interface Module to provide the conversion required between the DID trunks and the FaxPress Premier’s phone line inputs.
  • Page 107 See DTMF Automatic Fax Routing on page 98 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 108 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 di- aled.
  • Page 109 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 110: Configuring The User Properties: Mailbox Ids

    To enable automatic inbound routing, FaxPress Premier user accounts must be assigned mailbox IDs that associate them with their corresponding DID trunk or PBX phone num- bers. Mailbox IDs are three or four digits, depending on how many digits your T1, DID trunk, or PBX is passing to the FaxPress Premier.
  • Page 111: Determining The Number Of Mailbox Id Digits

    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 Premier, 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 file, the mail...
  • Page 112 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 Premier. Use any fax number in the range of num- bers reserved for the Premier’s fax channels.
  • Page 113 Next, use Windows Explorer to browse to the Premier’s C:\Castelle\Data di- rectory. Use either Remote Desktop or a local mouse, keyboard, and monitor at- tached to the Premier to log in. (See Using Remote Desktop on page 27 for information on using Remote Desktop.)
  • Page 114: Dtmf Automatic Fax Routing

    DTMF dialing procedures to address faxes directly to FaxPress user mailboxes. Faxes automatically routed to your mailbox appear in your personal Incoming fax list, and do not appear in the Unadddressed fax list. DTMF dialing can be used to address a fax to one mailbox per call.
  • Page 115: 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 con- figured (see Automatic Routing and PBX Integration on page 89), all incoming faxes will be stored in the Unaddressed mailbox.
  • Page 116 Admin Guide > Configuring the Administrator Account Click the Set Password button to open the Change Password screen and set a new password.
  • Page 117 Admin Guide > Configuring the Administrator Account Note: For details on configuring Premier accounts, refer to . FaxPress Premier Administrator Guide...
  • Page 118: Configuring The Faxpress Premier

    This means that an 8-line FaxPress Premier, 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 119: Modifying The Number Of Idle Lines

    Keeping the minimum number of idle lines set to one enables the system to dynamically mix send and receive jobs while still dedicating a line for incoming calls, which is ideal in most faxing environments. In some cases, however, you may decide to modify the mini- mum number of idle lines.
  • Page 120 If there are more than three FaxPress Premier servers on the network, or if the FaxPress Premier is on a segment different from the one you’re on, a Fax- Press Plus Accounts window will appear, requiring you to select and add the Fax- Press Premier server you intend to configure.
  • Page 121 Admin Guide > Configuring the FaxPress Premier The FaxPress Premier Server Properties window will appear, with the Server Settings tab selected. Use the Server field to rename the FaxPress Premier from the default serial number displayed on the Premier’s LCD panel. The grayed out fields are provided for backward compatibility with FaxPress servers, and are not editable in Premier.
  • Page 122: Faxpress Premier 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 FaxPress Plus’s Fax Lines folder under the Administration branch.
  • Page 123 Admin Guide > Configuring the FaxPress Premier Use the Remote Terminal ID field to provide the line with an identifier by enter- ing a name or number. The Premier uses this information to identify itself to the receiving fax machine during the negotiation phase of the fax transmission. Enter up to 20 characters for this feature.
  • Page 124 Admin Guide > Configuring the FaxPress Premier Use the Local Fax Phone Number field to enter the fax number of the line con- nected to this line port. The Dialing Type section allows you to: Select the radio button that describes the dialing type the phone line supports. Lines con- figured for Pulse dialing support phones with rotary dials.
  • Page 125 Whether to insert the PBX password, if there is one, automatically at the beginning or end of the fax telephone number. In the Where I am section, select the area code and country code for your area: FaxPress Premier Administrator Guide...
  • Page 126 Admin Guide > Configuring the FaxPress Premier 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 127 Admin Guide > Configuring the FaxPress Premier When making local calls in some areas of the US and Canada, the phone company re- quires 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 128 Admin Guide > Configuring the FaxPress Premier 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 129: Receiving A Test Fax

    Administrator or Router privileges. Incoming faxes can be sorted by To receive the test fax you sent to the Administrator mail- box in Sending a Test Fax on page 116, follow these steps: Select the All Folders view, expand the Mailbox and select the Incoming Fax Queue to view the incoming test fax.
  • Page 130 To use the drag & drop Routing Tool, follow these steps: In FaxPress Plus, with the Unaddressed Faxes folder selected, go to Fax>Routing Tool. Enter a Notification Message, then drag the fax from the Unaddressed Faxes folder to the recipient.
  • Page 131 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 in the FaxPress Premier User Guide for more information on fax notification.
  • Page 132: Sending A Test Fax

    DID/PBX settings (see Automatic Routing and PBX Integration on page 89) 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 Fax- Press Premier users according to .
  • Page 133 Admin Guide > Sending a Test Fax The Other button opens the Other Recipients window. Click the User button. FaxPress Premier Administrator Guide...
  • Page 134 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 informa-...
  • Page 135: Fax Confirmation

    Admin Guide > Sending a Test 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 136: About The Outgoing Fax Queue And Fax Status

    For fax processing efficiency, the FaxPress Premier’s fax board service is designed to cache up to two fax jobs per fax line when necessary. For this reason, the faxes identified as Ac- tive will include the fax jobs actually in process, plus any additional faxes in the fax board’s cache.
  • Page 137 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 await- ing 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 138 Admin Guide > Sending a Test Fax For additional, detailed information on the Outgoing Fax Queue context menu options, see Outgoing Fax Queue in the FaxPress Premier User Guide.
  • Page 139: Setting The Faxpress Premier Server Properties123

    FaxPress Premier Administrator Guide Setting the FaxPress Premier Server Properties...
  • Page 140: Advanced Functions

    Grayed out functions are provided for backward compatibility, and do not apply to the FaxPress Premier. Add a date and time stamp on the top of each incoming fax adds the local date and time to the received fax.
  • Page 141 Admin Guide > Advanced Functions digits passed by the PBX. See Automatic Routing and PBX Integration on page 89 for more detailed information. The Enable Single Sign On function is part of enabling FaxPress Premier support for both Microsoft and Novell Single Sign On. By default this option is enabled. See Single Sign On on page 192 for complete information on Premier and Single Sign On.
  • Page 142: Castelle Internet Faxing (Cif)

    If your company has multiple sites and has a FaxPress or FaxPress Premier servers in- stalled 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 143: 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 144 The use of FaxPress Premier 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 145 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 146 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 147: Did/Pbx (Analog)

    Any mask setting modification performed in the DID/PBX tab mask field will override the mask setting in the registry of the FaxPress Premier server. To overcome this, copy the mask setting from the registry on the FaxPress Premier server and paste into the mask in the DID/PBX tab field before pressing...
  • Page 148 Admin Guide > DID/PBX (Analog) In the Incoming Faxes section, the Administrator and Unaddressed radio buttons al- low you to specify a default destination for misaddressed incoming faxes or incoming faxes without a valid mailbox ID.
  • Page 149: 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 150: 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 FaxPress Plus’s Fax Lines folder under the Administration branch.
  • Page 151: Dialing Type

    Admin Guide > Line Settings Use the Imprint Terminal ID field to have your company name or other identifier ap- pear in the header at the top of each successful fax transmission. Enter up to 20 charac- ters. Note: When enabled and customized, the...
  • Page 152: Configuring The Cidroute.cfg Configuration File For Cid Routing

    NNN is the caller ID information as received (e.g., 4085551212) in canonical for- mat, 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 153 Admin Guide > Line Settings If you are configuring the configuration file manually, you must reboot the server for the changes to take effect. FaxPress Premier Administrator Guide...
  • Page 154: Load Sharing

    Primary server, with the FaxPress server or serv- ers always configured as Secondary. After load sharing is set up, the Primary server will display the total number of lines/chan- nels, including the Secondary servers’ lines/channels. Users with Administrator privileges can log in to both Primary and Secondary servers.
  • Page 155 Note: Load sharing between FaxPress Premier servers and FaxPress servers (semi secondary) allows outbound load sharing only. To configure the FaxPress Premier to be a Primary server, select the This is a Primary FaxPress radio button and click Add. FaxPress Premier Administrator Guide...
  • Page 156 Ensure that the associated application is installed on the secondary server before enter- ing extensions. To configure the Premier to be a Secondary FaxPress server, select the This is a Sec- ondary FaxPress Plusradio button and enter the Primary FaxPress server’s name or IP address, Domain/Workgroup Name, User name and Password.
  • Page 157: Routing Type (Digital Faxpress Plus Servers)

    Mask Value - Use this field to enter mask symbols for the entire digit string passed by your T1 line. Use D to represent the 3 or 4 digits the FaxPress Plus server will use for the Mailbox ID, and X to represent any unnecessary digits the FaxPress Plus server will strip.
  • Page 158 Admin Guide > Routing Type (Digital FaxPress Plus Servers)
  • Page 159: Server Information

    Server Information The Server Information tab displays the FaxPress Plus Server Name, Serial Num- ber, Network IP Address, and Number of Channels. To change the FaxPress Premier’s IP address, see System & Diagnostics on page 271. FaxPress Premier Administrator Guide...
  • Page 160: Server Settings

    Premier from the default serial number. The grayed out fields are provided for backward compatibility with FaxPress servers, and are not editable in Premier. The Date Format section allows you to select the date format you want the Premier to use for all date listings.
  • Page 161: Setting The Faxpress Plus Server Properties

    The Email properties should also be configured. These settings enable the Premier 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 162 Plus Introduction on page 75. Select the All Folders view, expand the FaxPress Neighborhood, right-click on the serial number or name of the FaxPress Premier, 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.
  • Page 163: Storage Reclamation

    The Storage Reclamation feature allows received faxes, notices and transaction logs stored on the FaxPress Premier to be deleted after a certain time. The FaxPress Premier 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 164: Purging Old Faxes

    Enter the number of days or months transaction logs will be stored before being deleted. Update the server and all client versions of FaxPress Plus to the latest build before making changes to Delete Transactions Logs older than field.
  • Page 165 Admin Guide > Storage Reclamation FaxPress Premier Administrator Guide...
  • Page 166: 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 Premier native authentication, NDS authentication, or Novell bindery file server authentication.
  • Page 167 FaxPress Premier users is shown, and the context for that group is listed in the adjacent field. If you want to change the con- text, click the Browse button. In the Authentication Context window that opens, highlight a context and click OK.
  • Page 168 Set Password - Select the radio button for this New Accounts or Existing Accounts op- tion, 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 Premier directly, without first logging in to a Novell Network or Novell Bindery Server.
  • Page 169: Creating User And Group Accounts

    FaxPress Premier Administrator Guide Creating User and Group Accounts...
  • Page 170: Configuring The User Properties

    The User Properties can be accessed from any client workstation with FaxPress Plus installed, as distinct from the Setting the Personal Preferences in the FaxPress Premier User Guide, which are stored on and specific to the individual Premier user’s client work- station.
  • Page 171 Admin Guide > Configuring the User Properties The User Properties (opened by right-clicking on a user and selecting Proper- ties) contains the same settings as the Add User screen, except for the Original Settings Based On field. FaxPress Premier Administrator Guide...
  • Page 172 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.
  • Page 173: Setting The User Account Properties

    Admin Guide > Configuring the User Properties Setting the User Account Properties The User Account tab contains the most basic Premier account settings. FaxPress Premier Administrator Guide...
  • Page 174 A user’s privilege level determines access to faxes and FaxPress Premier 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 175: 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 89.
  • Page 176 As soon as possible – select to have faxes sent at the first opportunity. This is the de- fault 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 177: 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 178: Setting Printer Configuration Properties

    The When I receive personal incoming faxes section allows you to select forwarding options. Received faxes can be automatically set to forward to another Premier user’s mail- box, another fax number, or to the members of a corporate phone book group. Automat- ically forwarded faxes do not remain in a user’s mailbox.
  • Page 179 Parallel Port – Select to print to a parallel printer attached to the FaxPress Premier serv- HOST Sharable – If you are attached to a Windows network and wish to print to a net- work printer select this option and click on the Queue button to set the printer queue parameters.
  • Page 180: Setting The Archive Properties

    The Paper in Tray section lets you specify the paper type and size the Premier 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 181 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 loca- tion.
  • Page 182: 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 183: 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 Premier 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 184: Creating User Accounts

    Admin Guide > Creating User Accounts Creating User Accounts FaxPress Plus 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 192.
  • Page 185 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 Premier User Guide.
  • Page 186 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...
  • Page 187 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. FaxPress Premier Administrator Guide...
  • Page 188: Authenticating Users/Single Sign On

    If you create FaxPress Enterprise users from existing Active Directory, Microsoft Exchange, or Novell network database groups, the FaxPress Enterprise login process can be integrat- ed with your network login via Single Sign On. This allows automatic login to the Enterprise without the prompting the user for a mailbox and password.
  • Page 189: 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 Premier accounts that will be listed in the Users & Groups>Users folder the first time you log into FaxPress Plus as Administrator and expand the Administration folder.
  • Page 190: Adding New Users

    Microsoft Exchange, or Novell network database groups, see Importing and Mapping Users on page 192. 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. . .
  • Page 191 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 192 Admin Guide > Manually Creating Users...
  • Page 193: Importing And Mapping Users

    FaxPress Premier Administrator Guide Importing and Mapping Users...
  • Page 194: Importing Users With The Migration Wizard

    Checking FaxPress and FaxPress Premier Field Types Before running the Migration Utility, you’ll need to know the field types of two Archive table definitions for both the FaxPress and FaxPress Premier. In the FaxPress server’s Archive database, find out whether the field type for FAXPRESS- SERIALNUMBER is the default NUMBER in both the FPFAXINFO and FAXTRANSACTIONIN- FO tables, or has been modified to the TEXT field type.
  • Page 195 Migrate from FaxPress option. Options specific to the Migrate from FaxPress Premier procedure are indicated. 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 196 Admin Guide > Importing Users with the Migration Wizard The Select Option window lets you select items to import from the source Fax- Press. In this example, user data, corporate phone book, and archived faxes from the source server are chosen. Click Next.
  • Page 197 Archive database, select Using a different Archive data- base and skip to step 9. To use the same Archive database, select the type of da- tabase (Access or SQL) in the Source DB tab and enter the password for the database.
  • Page 198 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 199 Admin Guide > Importing Users with the Migration Wizard 10. In the Source Folder tab, browse to the directory for the database you are im- porting the archive from, then enter the name and password of the administrator with access rights to this directory.
  • Page 200 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 201 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 Premier Administrator Guide...
  • Page 202 FaxPress Premier with user account data from the source FaxPress Pre- mier. 16. The Select User Option screen allows you to specify which data from the source FaxPress Premier user accounts you’d like to copy over to the destination FaxPress Premier.
  • Page 203 FaxPress Pre- mier. Replicate mailbox ID – Selecting this option will copy the mailbox IDs of the us- ers imported from the source FaxPress Premier to the same users on the destina- tion FaxPress Premier.
  • Page 204 Admin Guide > Importing Users with the Migration Wizard click Back or click Next to begin importing users. 18. The Finish window opens when the process is complete. If there are any errors during the migration process, they will be displayed as shown below. If there are...
  • Page 205 Admin Guide > Importing Users with the Migration Wizard 19. Log on to the destination FaxPress Premier server and check the Properties of the imported users to make sure the users have been imported as specified. FaxPress Premier Administrator Guide...
  • Page 206: Importing Microsoft Exchange Users

    Name and Password. Set the Privilege Level, Settings, and Mailbox ID as you would in creating a new FaxPress user account. Click Register. From the Microsoft Exchange Global Address List, select a user or group to im- port, then click...
  • Page 207 Admin Guide > Importing Microsoft Exchange Users FaxPress Premier Administrator Guide...
  • Page 208: Importing And Mapping Users

    To use Single Sign On, you must first create FaxPress Premier specific groups in the net- work operating system (NDS objects or bindery groups depending on the version/environ- ment of Netware.)
  • Page 209: Setting User Passwords - Important

    This random password will not appear in any client or user interface. This means users will not initially know their Premier 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 210: Novell Single Sign On

    Create a User Properties Template The first time a user of a group receives a fax, a default mailbox will be created using prop- erties specified in the Mailbox template based on box in the User Authentication tab...
  • Page 211: Login

    Guest, User, Router, Operator, and Administrator, or create a new user and configure it to your own specifications. To create your own template, follow the instruction for creating a new user, and then con- figure it accordingly. Then add the new template in the Mailbox template based on box in the User Authentication screen.
  • Page 212 In the Create or Convert Mailbox dialog box: If you select I am an existing FaxPress User, please connect to and spec- ify the name of your mailbox in the Mailbox field, your network login will be associated with the designated FaxPress mailbox.
  • Page 213: Remove Network Association Option

    Reclamation function in the Server Properties, the FaxPress user account will be deleted. If you need to access this account later, you can just eliminate the link to the network ac- count. Now the FaxPress mailbox is a stand alone account requiring manual login with user name and password.
  • Page 214: Using The Active Directory Synchronizer

    Active Directory accounts will contain email addresses and dis- play names as well. Active Directory user accounts without display names or email ad- dresses will still be used to create FaxPress Plus user accounts, but will not be recorded in the user mapping data file.
  • Page 215 Admin Guide > Using the Active Directory Synchronizer In the General screen, enter the required information as described below and click Next>. FaxPress Premier Administrator Guide...
  • Page 216 Active Directory. The service account must have Read access to the Ac- tive Directory and should be able to get list of users and group and all user infor- mation.
  • Page 217 The Synchronizer requires this account to log on to the Premier and create or update Premier user information with Active Directory information. Trace to file – select this option to have the Active Directory’s trace file informa- tion stored in a subdirectory of the Active Directory folder on the Premier.
  • Page 218 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 Direc- tory.
  • Page 219 As shown in the above example, four pre-configured, default Active Directory/FaxPress User Attributes mappings: Premier Description = Active Directory description The AD Synchronizer will only ac- cept the first 13 characters of each user’s description data. Any information following the 13 characters will be truncated.) FaxPress Premier Administrator Guide...
  • Page 220 The Edit Condition button allows the FaxPress Premier 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 Premier User’s account when the Active Directory account expires, as shown below.
  • Page 221 Admin Guide > Using the Active Directory Synchronizer The Set FaxPress user password randomly option will assign a unique, ran- domly generated password to each FaxPress Premier user. The user can then cus- tomize the assigned password as described in Setting User Passwords – Important...
  • Page 222 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, syn- chronize all modified users, and stop the Synchronizer service. This lets you keep the Synchronizer service stopped rather than started after the initial synchroniza- tion process, and only use the Synchronizer as needed.
  • Page 223 Premier user information manually by using the Synchronize Now button described in step on page 206. 11. Finally, expand the Users & Groups branch of FaxPress Plus to confirm the new users and groups have been created.
  • Page 224 Admin Guide > Using the Active Directory Synchronizer...
  • Page 225: Faxpress Plus Administration

    FaxPress Premier Administrator Guide FaxPress Plus Administration...
  • Page 226: 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 be- fore sending the fax.
  • Page 227: 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 ap- proved prior to transmission.
  • Page 228 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 229: Approve Faxes

    When the FaxPress Premier user sends a fax that requires approval, FaxPress Premier 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 230 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 231: 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 Premier server will be displayed in the right panel. The following column categories are included:...
  • Page 232 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 Set- tings on page 134 for detailed configuration instructions.
  • Page 233 Admin Guide > Configuring Fax Lines FaxPress Premier Administrator Guide...
  • Page 234: 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 corre- sponding entry in the log will be "Outgoing Blacklist."...
  • Page 235 The [Incoming Caller ID] section contains phone numbers that you wish to block. The phone number should be in canonical format +1-408-555-1212. Incoming calls blocked using caller ID information will be displayed in the log with a 9942 error code.
  • Page 236 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 237: Defining Bill Back Codes

    Although FaxPress Premier users can designate a bill back codes whenever they are send- ing 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 238: Importing Bill Back Codes

    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 239: Faxpress Plus Administration

    Expand this branch to display the Groups and Users configured for this server. To add, de- lete 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 select- ing Add User.
  • Page 240: Fax Reports

    Set Filter. The transaction logs can be saved as either .txt or .csv files, and can also be printed. Only FaxPress users with Administrator privilege can manage (View, Edit, or Delete) the transaction logs. Refer to Managing Transaction Logs on page 226.
  • Page 241: Corporate Phone Books

    Admin Guide > FaxPress Plus Administration Corporate Phone Books Corporate phone books used by all your FaxPress Premier users are created in this direc- tory. Corporate phone books can be either native or external phonebooks. Only the Fax- Press Premier Administrator or a user with Operator privilege can edit the corporate phone book.
  • Page 242: Managing Transaction Logs

    Premier 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 Pre- mier users with Administrator privilege can manage (view, edit, or delete) the transaction logs.
  • Page 243 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 244 Admin Guide > Managing Transaction Logs For received transactions: To—Fax recipient RTI—Remote Terminal Identity Line—FaxPress line number on which the fax was received Status—Choose from Succeeded or Failed faxes For transmitted transactions: Sent by—Sender of the fax...
  • Page 245: Viewing Transaction Logs

    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 246: Printing Transaction Logs

    Admin Guide > Managing Transaction Logs 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. Printing Transaction Logs...
  • Page 247: Using The Carbon Copy Feature

    The FaxPress Premier 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 primary user or group whose specified additional users will receive copies of...
  • Page 248 Admin Guide > Using the Carbon Copy Feature...
  • Page 249: Backup & Restore

    FaxPress Premier Administrator Guide Backup & Restore...
  • Page 250: Enabling Backup

    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 Pre- mier’s Restore utility in case any unexpected system damage or failure should occur.
  • Page 251 Admin Guide > Backup & Restore The Backup Service window contains the Configuration tab. FaxPress Premier Administrator Guide...
  • Page 252 A checksum is created a backup time and at restore time; if the checksums do not match, the file’s integrity has been compromised in some manner, and restore cannot take place. To enable the checksum, select the checkbox next to the type of file(s) you wish to val- idate.
  • Page 253: Enabling System Restore

    Admin Guide > Backup & Restore Enabling System Restore The Restore utility can only be run on a FaxPress Plus server, and not a FaxPress server. The Restore utility will go to the Backup directory, retrieve the backed up FaxPress Plus server system files, user information, and fax job data, and configure the target Premier with the backup information.
  • Page 254: Restoring From A Backup File

    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 Plus Backup option, then click Next.
  • Page 255 The Report window opens. Click the checkbox for the Email Restore Report op- tion if you want the FaxPress server administrator to get an email report on Re- store process. Fill out the email server IP address and the email address for the Administrator.
  • Page 256 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 257 Admin Guide > Backup & Restore A message box appears, with tips and procedures you need to follow as part of the restore process. FaxPress Premier Administrator Guide...
  • Page 258 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 Plus server system will reboot when the restore is complete. Follow the instructions of the message box above...
  • Page 259: Contacts & Phone Books

    FaxPress Premier Administrator Guide Contacts & Phone Books...
  • Page 260 Creating Corporate Phone Books FaxPress Premier offers two different types of Corporate Phone Books: FaxPress Phone Books and External ODBC Database Phone Books. Corporate Phone books can be con- figured by users with Administrator or operator privileges. The proprietary FaxPress Phone Books is actually one phone book with different groups within it.
  • Page 261: Creating Faxpress Premier Phone Books

    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. FaxPress Premier Administrator Guide...
  • Page 262 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 263: Importing A Phone Book File

    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 264 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 dis- played.
  • Page 265: Exporting Faxpress Premier Phone Books

    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 266 Admin Guide > Contacts and Phone Books Select Export from the context menu. The SaveAs dialog box will be displayed.
  • Page 267: Accessing An External Odbc Database Phone Book

    Admin Guide > Contacts and Phone Books Navigate to a directory, specify a name, and save the file. The file will be exported as a comma delimited file. 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 Plus.
  • Page 268: Create Phone Book Views

    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 269 Admin Guide > Contacts and Phone Books The Database Phone Book dialog box will be displayed. FaxPress Premier Administrator Guide...
  • Page 270 Admin Guide > Contacts and Phone Books From the Database Phone Book dialog box you can select any table and column in your phone book database and associate it with a phone book field. 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.
  • Page 271 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 272 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 273: Creating Table Joins

    You must define a join for each of the tables from which you want to include data for your phone book.
  • Page 274: Building Fax Numbers

    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 275: Making Views Visible

    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 276: Alert Service Module

    The FaxPress Alert Module extends this functionality to allow the substance of selected events to be emailed to a specified recipient based on pre-defined parameters. For example, an administrator can be notified via email when a specific service has started and/or stopped on the FaxPress Plus server.
  • Page 277 Admin Guide > Alert Service Module The Alert Properties dialog box is displayed. FaxPress Premier Administrator Guide...
  • Page 278 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 279: 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 280 Admin Guide > Alert Service Module 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...
  • Page 281: 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 282 Admin Guide > Performance Monitor Select FaxPress Queue Manager Line... from the Performance object drop- down.
  • Page 283 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. FaxPress Premier Administrator Guide...
  • Page 284: Counter List

    Verify that the performance monitor is running. Counter List The performance objects shown below are comprised of several counters, which collect in- formation on various FaxPress events and functions. Each performance object and its list of counters are shown below.
  • Page 285: 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 FaxPress Premier Administrator Guide...
  • Page 286: System & Diagnostics

    FaxPress Premier Administrator Guide System & Diagnostics...
  • Page 287 System Information and Trace Management folders. The System Information directory displays the FaxPress Premier server’s system infor- mation, and can also be used to make changes to the Premier system. The Trace Management directory enables diagnostic trace file information to be gener- ated for the FaxPress Premier services listed here.
  • Page 288: Using The System Information Functions

    FaxPress Premier Server’s IP Address, shutting down or re- booting the Premier, and resetting the Premier’s fax boards. The Notification Email Setup allows the specified email recipient to be notified if the Premier system goes down.
  • Page 289: Trace Management

    Castelle 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 dur- ing troubleshooting or diagnostic tests recommended by Castelle technical support.
  • Page 290 Admin Guide > System & Diagnostics...
  • Page 291 Castelle 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 dur- ing troubleshooting or diagnostic tests recommended by Castelle technical support.
  • Page 292: Email Integration

    FaxPress Premier Administrator Guide Email Integration...
  • Page 293: Microsoft Exchange And Outlook Environments

    Press Premier Exchange Connector, is installed from the FaxPress Plus CD and runs as a service on your Exchange server. The client-based option, Outlook Direct, is also installed from the FaxPress Plus CD, but, as a service added to the user’s Outlook email profile, does not require an Exchange server.
  • Page 294: Novell Groupwise And Other Smtp-Compatible Email Environments

    The embedded Email 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 Pre- mier, and does not run on the NetWare or Windows server of the email system.
  • Page 295: Drop Directory And The Dropfax Service

    FaxPress Premier Administrator Guide Drop Directory and the DropFax Service...
  • Page 296: Creating And Configuring Outbound Drop Directories

    Third-party applications can access the Drop Directory to submit outgoing faxes. Drop Di- rectory polls the Drop Directory folder for outbound faxes and submits them to the Premier for faxing. The Drop Directory supports fax jobs submitted in any native document format,...
  • Page 297 Admin Guide > Drop Directory and the DropFax Service 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 Premier. FaxPress Premier Administrator Guide...
  • Page 298 Admin Guide > Drop Directory and the DropFax Service FaxPress Plus User – Select a user the Drop Directory will use to submit fax jobs to Premier. A Premier user can be created specifically for this purpose. Share Name – Specify the Drop Directory folder’s share name.
  • Page 299: Job Control, Data And Notice Files

    After the FaxPress has been configured to query a drop directory, the third party applica- tion can put the job data and control files in the directory. The data files should be put into the directory before the control files. The names of these files must be DOS format (up to 8 characters long, followed by an extension of up to three characters).
  • Page 300 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 301: Example #1

    This is a demonstration of the FaxPress drop directory. It allows you to send faxes without user intervention. Regards, Castelle 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 302: Example #3

    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 Premier conversion service can handle.
  • Page 303: 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 304 The DropFax Service window allows you configure the DropFax service for a spe- cific Line or for a specific User. Enter the name of a FaxPress Premier Administra- tor-privileged user in the Administrator field, and a password in the Password field.
  • Page 305 Admin Guide > Drop Directory 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 fax-...
  • Page 306 Select the Line, enter the path to the Directory where inbound faxes will be directed (or press the button to browse for folder), and enter a User Name and Password. Specify a network user with access rights to the share. The DropFax service will use this account to log into the DropFax directory.
  • Page 307 Admin Guide > Drop Directory 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. FaxPress Premier Administrator Guide...
  • Page 308: Using The Imprint Header

    FaxPress Premier Administrator Guide Using the Imprint Header...
  • Page 309: Customizing The Outgoing And Incoming Imprint Header

    Imprint Header fields completely. Additional Imprint Header fields, created with the Imprint Header Keywords and non-Key- word 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 310 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 311 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 combi- nation of Imprint Header Keywords and non-Keyword text required to create the additional Imprint Header information fields.
  • Page 312: Adding A Date And Time Stamp To An Incoming Fax

    Imprint Header Keywords, see Imprint Header Keywords on page 302. 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 313 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. FaxPress Premier Administrator Guide...
  • Page 314: Customizing The Incoming Fax Imprint Header

    When this feature is enabled, the custom received fax imprint (as specified in the [incom- ing] 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 315: 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 316: 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 head- er.cfg shown below. The system default font and size is used if these settings are ommit- ted.
  • Page 317 Locate the bates.cfg file in the C:\Castelle\System\Cfg\ directory of the Fax- Press Plus 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 318: 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 319: Default Imprint Header Fields

    Header can either be used in its default capacity, or customized to include additional in- formation. 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 320: Web Client Interface

    FaxPress Premier Administrator Guide Web Client Interface...
  • Page 321: Pop-Up Blocker And The Web Client

    Using the Web Client Interface The Web Client can be used as a convenient tool to perform FaxPress Plus functions, in- cluding sending and receiving faxes, displaying incoming and outgoing fax queues, and configuring the Premier 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 Plus server.
  • Page 322: Accessing The Web Client Interface

    Secure information exchange between the FaxPress Premier server and your workstation is required. By default, the HTTP protocol is disabled. HTTPS must be used instead. A se- cure connection is verified by the lock icon in the status bar of the browser.
  • Page 323 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 Pass- word field blank and click Login. The default password for the Administrator ac- count is blank.
  • Page 324 For access to administrative functions and server features, select the Administra- tion view. For information on using the different features and options available from the Web Interface, refer to the chapters on using FaxPress Plus and config- uring Premier server and user settings.
  • Page 325 Admin Guide > Web Client Interface FaxPress Premier Administrator Guide...
  • Page 326: Web Client Printer

    FaxPress Premier Administrator Guide Web Client Printer...
  • Page 327: 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 328 Change... and select a new directory. Otherwise, click Next to contin- Provide the URL to a FaxPress server. This URL is the same path used by clients to access the FaxPress Plus Web Client, and is usually a secure URL (that is, https).
  • Page 329 Admin Guide > Installing the Web Client Printer Once the Web Client URL is verified, installation is ready to begin. Click Install to begin installation of the Web Client Printer driver on the client machine. Click Finish to complete installation.
  • Page 330 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 Castelle Web Client Printer.
  • Page 331 The Castelle Web Client Printer Printing Preferences dialog box is displayed. Make any changes and click OK. Click Cancel if you wish to exit without making chang- 10. Once the Web Client Printer is installed and configured, you can print from any Windows-based application that supports printing.
  • Page 332 Admin Guide > Installing the Web Client Printer...
  • Page 333: Using The Web Client Printer

    Web Client Printer functionality. After installing the Web Client Printer driver, Windows-based applications are ready to send faxes using the FaxPress server, and without the need to launch the FaxPress Plus Windows client. To print using the FaxPress Web Client Printer driver: In any Windows-based application that has the Print dialog available, click Print...
  • Page 334 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 335 Admin Guide > Using the Web Client Printer When you are finished, click Send Fax in the upper right-hand corner of the Com- pose Fax dialog to send the fax. FaxPress Premier Administrator Guide...
  • Page 336 FaxPress Plus Web Client Printer Available from any networked workstation with a web browser, the FaxPress Plus Web Cli- ent Printer enables users to fax without the need to launch or install the FaxPress Plus Win- dows client. To print, users select the Castelle Web Client Printer driver, as they would select any other physical printer on the network.
  • Page 337: Fax Reporting

    FaxPress Premier Administrator Guide Fax Reporting...
  • Page 338 Admin Guide > Fax Reporting Fax Reporting The FaxPress Premier logs a variety of information about the fax transactions it handles. FaxPress Premier Fax Report, a convenient, user-friendly presentation tool for the Pre- mier’s operations, generates the Premier’s fax transaction log information in a variety of report formats.
  • Page 339: 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 re- port types include: Fax Volume Report – Outgoing Fax Volume Report – Incoming Fax Volume Report – Incoming + Outgoing Fax Success/Failure Report –...
  • Page 340 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...
  • Page 341: Monitoring Fax Channel Usage

    Press Premier 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 fax- ing so the usage is more evenly distributed over time.
  • Page 342 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 343: 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 Plus as Administrator, expand the Administration branch of the FaxPress Neighborhood tree.
  • Page 344 For example, you can enable the total channel usage alarm, and set it to be sent when usage reaches 90% of capacity.
  • Page 345: 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 Plus. The thirteen system fax report types include: System Fax Volume Report – Outgoing System Fax Volume Report –...
  • Page 346: 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 347: Faxpress Administrator Guide

    FaxPress Premier Administrator Guide Creating Cover Pages...
  • Page 348: Personal And Corporate Cover Pages

    The Personal Folders view provides access to three Cover Page Templates – Generic, Ur- gent and Confidential – in both .doc and .cce formats, for you to use in creating custom cover pages. The most convenient, reliable way to create a new, customized cover page is to modify an existing template.
  • Page 349: 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. Castelle strongly recommends that you use the provid- ed Cover Page Templates to create your personal and company Cover Pages.
  • Page 350: Creating Cover Pages With Microsoft Word

    340 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: Log into FaxPress Plus Start>Programs>FaxPress Plus>FaxPress Plus...
  • Page 351 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 352: Publishing A Corporate Cover Page

    To become available for your network users, the new customized cover page template must now be added to the Corporate Cover Pages folder under the Administration branch of FaxPress Plus. You must be logged in as Administrator as a user with Admin- istrator privileges.
  • Page 353 Admin Guide > Creating Cover Pages with Microsoft Word Browse to and select the file name of your new custom cover page template, com- pany.doc in this example. 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.
  • Page 354: Cover Pages For International Character Support

    To support Spanish characters, for example, you’d first select the entire bracketed fax key- word field, including the angle brackets, and then specify a font type that supports Spanish for the keyword field. Arial Unicode MS is one example of a multilingual font type that sup- ports a wide variety of language characters.
  • Page 355 Here is an example of a Spanish custom fax cover page created from the Coverpage.doc file. The boldfaced text appearing outside the angle brackets has been changed from En- glish to Spanish, graphics have been added, and the font type Arial Unicode MS has been applied to the fax keywords and their angle brackets.
  • Page 356: 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 357 After installing the Cover Page Macro, open a new, blank document in Microsoft Word. Note that there is a new menu in the menu bar, for the FaxPress Cover- Page commands, as shown below. This menu lets you add keyword fields, which are required by the FaxPress Premier.
  • Page 358 Type in the name of the first field you want to add, such as the To field. Note: It is best to type in the text of all the fields you want in the default font and font size, and then add all of the keyword fields to your cover page template, before making format changes.
  • Page 359 Admin Guide > Creating Cover Pages with Microsoft Word The field, in brackets, appears on your template. Press Enter, then enter the name of the next field, such as the Fax Number of the recipient. Select the FaxPress CoverPage>Recipient>Fax No command to add the key- word field to your template, as shown below.
  • Page 360 Admin Guide > Creating Cover Pages with Microsoft Word In a similar way, add the names of the fields and the keyword fields for other ele- ments you want to add to your cover page template, such as the From field and the Fax No field in the From submenu, and the Subject field in the Miscellaneous submenu.
  • Page 361 To add the lines of the cover page message to your template, first enter the name of the field, then press Enter so that the first line of the message will be on a new line of the template, as shown below.
  • Page 362 ANY OF THE 16 LINES, AND DO NOT ADD 17 LINES. The FaxPress server soft- ware requires 16 lines for the cover page message, and if you add more than 16 lines, the message will be included as an attachment on a new page.
  • Page 363 13. When you are satisfied with your cover page template, rename (8 characters long or less) and save it to the Cover Page Templates folder. To become avail- able for your network users, the new customized cover page template must now...
  • Page 364 Admin Guide > Creating Cover Pages with Microsoft Word be added to the Corporate Cover Pages folder in FaxPress Plus’s Administra- tion folder. See Publishing a Corporate Cover Page on page 336 for details.
  • Page 365: Merging Faxes

    FaxPress Premier Administrator Guide Merging Faxes...
  • Page 366: Installing Faxmerge

    Installing FaxMerge To install FaxMerge, follow these steps: To open the FaxMerge installation doc, go to Start>Programs>FaxPress Plus>Microsoft Office Support>Install FaxMerge Click Enable Macros if prompted. In the MailMerge.doc Word document, click the Install FaxPress Plus Mail Merge Link. Click...
  • Page 367: Installation Tip

    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 Files>Castelle>Fax-...
  • Page 368: Required Odbc Data Sources And Drivers

    This tem- plate 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 ap- pears to be one personalized document to many recipients.
  • Page 369 Admin Guide > Merging Faxes FaxPress Premier Administrator Guide...
  • Page 370 Admin Guide > Merging Faxes...
  • Page 371: 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 372 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...
  • Page 373 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 374: 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: must...
  • Page 375 Castelle.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 376 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 Que- ry. In this example, we have attached an Access database, so the Microsoft Access dialog box is displayed.
  • Page 377: 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 378: 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 Premier names. When you have finished the mapping, faxing will start automat- ically. To fax your merged document, follow these steps: Select Tools>FaxPress Mail...
  • Page 379 >>. 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 380: 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 381 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 In the FaxPress Server Login dialog box, choose a FaxPress Premier Server to log in to, enter a User Name and Password, and click Login. FaxPress Premier Administrator Guide...
  • Page 382 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Select Tools>Letters and Mailings>MailMerge Wizard...
  • Page 383 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 Make sure the Letters radio button is selected and click Next: Starting docu- ment button. FaxPress Premier Administrator Guide...
  • Page 384 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.
  • Page 385 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 364 and click Next.
  • Page 386 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.
  • Page 387 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 FaxPress Premier Administrator Guide...
  • Page 388 Admin Guide > Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 drawn. 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 descrip-...
  • Page 389 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 but- ton is selected. FaxPress Premier Administrator Guide...
  • Page 390 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 391 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 392 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.
  • Page 393 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 the merge procedure.
  • Page 394 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 pro- cess.
  • Page 395: 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 and click on the Uninstall Plus>Microsoft Office Support>Install FaxMerge FaxMerge Link button. FaxPress Premier Administrator Guide...
  • Page 396: Archiving Faxes

    FaxPress Premier Administrator Guide Archiving Faxes...
  • Page 397: Activating The Premier Archive Service

    The Premier Archive service will use this account name to access the target folder and store faxes. The Archive configuration will also require a network user name with read access rights to the directory where the archived faxes will be stored.
  • Page 398: Archiving Faxes

    The FaxPress Premier Archive is one of the FaxPress Premier server’s embedded services. The default startup type is automatic. FaxPress Premier Archive generates fax and log file archive information data. This data is stored in a database for subsequent archive retriev- al.
  • Page 399: Updating The And Reconfiguring The Faxpress Premier Archive

    Once configured and started, the Archive service goes through the outgoing and incoming fax queues for all the FaxPress Premier 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 400: Configuring The Faxpress Premier Archive

    The Mode of Operation window offers you a choice of two modes: Administra- tive View mode and All User View mode. 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...
  • Page 401 Archived Received Faxes folder in FaxPress Plus, and only if the All User View mode is selected. Enter the FaxPress Premier User Name and Password the Archive will use to log into the FaxPress Premier. This account should have Administrator privileges.
  • Page 402: Configuring Archive For A Microsoft Access Database

    Admin Guide > Configuring the FaxPress Premier 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 da- tabase server. Microsoft Access database – Use this option if you want to use an Access data- base, or if you do not have access to a relational database server.
  • Page 403 Select Connect to an Existing FaxPress Archive database if an archive data- base already exists and you just want to change other parameters unrelated to the database. Or, select Create a New Database for a new Access database. Enter a password for the new or existing Access database. Click Next>.
  • Page 404: Configuring Archive For An Ms Sql Database

    Premier Archive service will use this account name to access the target folder. In the User Name field, enter a network user name with read access rights to the directory where the archived faxes will be stored. FaxPress Plus will use this ac- count to retrieve archived faxes for users.
  • Page 405 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 406 Admin Guide > Configuring the FaxPress Premier 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 398.
  • Page 407: Configuring The Archive Program's Properties

    Admin Guide > Configuring the FaxPress Premier 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 Premier server selection and archiving properties.
  • Page 408 Archive Transmitted Faxes - Selecting this option means all successful and failed faxes will be archived. Do not archive failed faxes - Selecting this option means successful faxes will not be archived. Delete faxes after archiving - Selecting this option means transmitted faxes will be automatically deleted from the outgoing queue after they are archived.
  • Page 409 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 ar- chive.
  • Page 410 Reclamation settings of the FaxPress Premier Server Properties. See Storage Reclamation on page 147. 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 data- base.
  • Page 411 Admin Guide > Configuring the FaxPress Premier Archive What file format should the faxes be stored: Options for file format include DCX, TIFF or PDF. The content of PDF files is not searchable or editable using the PDF’s search and edit functions.
  • Page 412 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. This option is recommend- ed if the Archive will be used in the Administrative View mode.
  • Page 413 10. The next two windows are information pages. Once the configurator is finished, the settings are saved to the registry and to the FaxPress Premier server. If a new Access database is selected, a new Access database is created with the archive ta- bles.
  • Page 414: Connecting Faxpress Archive To A Dsn (Sql Databases)

    DSN is selected and a connection to the server is successful. If a DSN is not displayed or you want to select an alternate DSN, clicking the Browse but- ton will let you either select a different existing DSN or create a new one.
  • Page 415 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 416 Admin Guide > Connecting FaxPress Archive to a DSN (SQL Databases) To create a new DSN to an MS SQL server, rather than selecting an existing DSN, click New to open the Create New Data Source wizard. The Create New Data Source wizard walks you through creating a DSN. The first page will ask what type of DSN to create.
  • Page 417 Note: The method you select will depend on how the database is configured. With Windows NT authorization using the network login. If the authentica- tion is by NT, then the current user logged into the workstation is used for authen- FaxPress Premier Administrator Guide...
  • Page 418 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 statements and drop the stored procedures.
  • Page 419 Admin Guide > Connecting FaxPress Archive to a DSN (SQL Databases) Note: It is recommend that you test your new data source to ensure a successful connection. FaxPress Premier Administrator Guide...
  • Page 420: 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 Premier Archive service will need to be started. The default startup type is automatic. To start the FaxPress Premier Archive service, follow these steps: Login as Administrator to FaxPress Plus.
  • Page 421: Using The Faxpress Premier Archive

    Admin Guide > Using the FaxPress Premier Archive Using the FaxPress Premier Archive Faxes will only be archived if the FaxPress Premier 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 422: Working With Archived Faxes

    FaxPress Plus. 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 423: 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 424 Admin Guide > Using the FaxPress Premier Archive For archived sent faxes, the following filter options are available: List All Sent Faxes – Select this option to show all sent faxes for the current Fax- Press user. Sent – Filters the list so that only faxes that were sent with a particular time will be shown.
  • Page 425: Filtering Archived Received Faxes

    Admin Guide > Using the FaxPress Premier 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 426: Filtering Archived Transaction Logs

    Dropping the list allows options for selecting faxes with all pages, less than or equal to a certain number of pages, greater than or equal to a certain num- ber of pages, and also the specified number of pages.
  • Page 427 This may take a while to show depending on how many transactions are stored in the archive. Received – Filters the list so that only receive attempts that were made on a par- ticularly time will be shown. From the scroll down list, you can select options for: attempts made on all days, the last x number of days from the client workstation’s...
  • Page 428: Filtering Archived Transmitted Transaction Logs

    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 429 RTI – Filters the list so that only transmissions sent to a fax machine with a par- ticular 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 430 Line – Filters the list so that only transmissions sent via a particular FaxPress line will be shown. From the scroll down list, you can select options for: transmissions sent via any line or any of the lines available on the FaxPress. The number of avail- able lines will depend on the FaxPress.
  • Page 431: Web Services Sdk

    FaxPress Premier Administrator Guide Web Services SDK...
  • Page 432: Web Services Sdk

    Web Services functionality is compati- ble with the FaxPress Premier Web Services interface. At a high level, the Java API, generated from Apache Axis wsdlgen, provides a 100% pure Java client for the FaxPress Premier Server. The C# and Visual Basic APIs are automati- cally generated from the WSDL file in Microsoft’s .Net environment.
  • Page 433: Xerox Integration

    FaxPress Premier Administrator Guide Xerox Integration...
  • Page 434: Configuring The Faxpress Premier Xerox Interface

    Wizard. Before configuring the Xerox Interface, make sure you’ve reviewed the Configur- ing the FaxPress Premier Xerox Interface on page 418 and that you’ve created a Fax Re- pository folder for each Xerox system on your network, as described in Creating the Fax Repository Folder on page 429 When you’ve finished configuring the Xerox Interface, be sure to send test faxes from the...
  • Page 435 FaxPress Premier and check for incoming faxes. Use the Add button to add a new fax repository for the Xerox Interface to check for out- bound faxes. In the Enter Repository Folder Data window, use the Browse button to select a fax repository folder.
  • Page 436 If the fax is sent using this repository default user, printed notifi- cation of fax success and failure will be sent to the repository default user, too. If there are several Xerox systems, each will have a unique fax repository (such as XeroxDrop2.
  • Page 437 If you select Email Using MAPI, Outlook must be installed on the FaxPress Premier serv- er. Make sure you use the Outlook client installed on the FaxPress Premier to send at least one test email before using the Xerox Interface to send and receive faxes.
  • Page 438 TIFF is the default; PDF is an image file only and is not searchable. You can also choose to Delete the incoming fax . . . after the notice and attached fax are e-mailed. Finally, if the Xerox system is unable to handle the number of faxes being received by the FaxPress Premier, use the Faxes to retrieve from FaxPress per scan: option to limit the number of faxes retrieved during each scan period.
  • Page 439 Castelle technical support asks you to make the changes. The User Map requires you to set up mapping between email addresses and the FaxPress Premier users already assigned to the fax repositories. Mapping email addresses to Fax- Press Premier users provides fax and email integration, both fax-enabling the specified email addresses and allowing the Xerox Interface to retrieve faxes from the fax repository.
  • Page 440 Admin Guide > Configuring the FaxPress Premier Xerox Interface Use the Add button to map a FaxPress Premier User to an Email Address. The Enter a FaxPress User to Email Address Mapping window allows you to associate a FaxPress Premier User with a corresponding Email Address and Mailbox ID, then...
  • Page 441 After mapping the user, you can enter their Email Address if you want them to get email notifications of received and outgoing fax events. Leave the Email Address field blank if you do not want them to receive email notifications.
  • Page 442 The Trace Tool is a troubleshooting tool that allows you to either enable or disable the trace file, and specify a maximum files size so the trace file does not grow too large and compromise Premier performance. The trace file is located in C:\Documents and Set-...
  • Page 443 Admin Guide > Configuring the FaxPress Premier Xerox Interface In the Finish Wizard window, click Finish or use the Cancel button to exit the setup and revise the configuration settings. FaxPress Premier Administrator Guide...
  • Page 444 Admin Guide > Configuring the FaxPress Premier Xerox Interface...
  • Page 445: Creating The Fax Repository Folder

    The FaxPress Premier retrieves the documents sent by the Xerox system from a fax repository folder created for that purpose. The fax repository folder stores all fax files sent from the Xerox system until the FaxPress Premier retrieves them.
  • Page 446: Setting Up The Fax Server Kit On Your Xerox System

    FaxPress Premier and Xerox integration requires the Xerox system to be assigned a static IP address. Assign a static IP address to the Xerox system, then take the following steps to configure the Xerox system’s Fax Server Kit for operation with the FaxPress Premier:...
  • Page 447 Admin Guide > Creating the Fax Repository Folder Type the Xerox system’s static IP address in the browser’s address field, http:// 192.128.128.14 in this example. When you press enter, a screen similar to the one below will appear. Click on the Properties tab and expand the Properties tree.
  • Page 448 Admin Guide > Creating the Fax Repository Folder In the Fax Repository Setup window, select SMB (the Windows share option) from the Protocol pull-down menu.
  • Page 449 Xerox Interface, faxes sent from the configured Xerox system will automatically be routed to the fax repository folder. Each time you send a fax from the Xerox system, a ****.XSM folder will appear in the repository folder. The **** will be a number starting with 0001.XSM and will increment as more faxes are sent.
  • Page 450: Installing And Configuring Xerox Print Drivers

    Admin Guide > Installing and Configuring Xerox Print Drivers Installing and Configuring Xerox Print Drivers Installing Xerox Print Drivers on the FaxPress Premier server is only required if the Xerox system, rather than another third-party printer, will be used to print hard copies of faxes and fax notifications from the FaxPress Premier.
  • Page 451 Admin Guide > Installing and Configuring Xerox Print Drivers Click Install Your Windows Print Driver. FaxPress Premier Administrator Guide...
  • Page 452 Admin Guide > Installing and Configuring Xerox Print Drivers In the Printer Installation Utility window, select the appropriate language op- tion.
  • Page 453 Admin Guide > Installing and Configuring Xerox Print Drivers The Configuration tab appears. FaxPress Premier Administrator Guide...
  • Page 454 Select your Xerox system from Select Printer pull-down menu. Select the print driver for this printer from the Choose Driver pull-down menu. Click the Connection button to open the Connection dialog box. Enter the IP ad- dress of the Xerox system, then click OK.
  • Page 455 Admin Guide > Installing and Configuring Xerox Print Drivers 10. Clicking OK returns you to the Configuration tab. Check the checkbox to the left of your printer. FaxPress Premier Administrator Guide...
  • Page 456: Configuring The Xerox Print Driver

    Admin Guide > Installing and Configuring Xerox Print Drivers 11. Click the Install button to install the driver. To configure the installed driver, con- tinue with the next section of this chapter. Configuring the Xerox Print Driver Once installed on the FaxPress Premier, the Xerox Print Driver must be configured. To con-...
  • Page 457 Admin Guide > Installing and Configuring Xerox Print Drivers In the Printers window, right-click on the Xerox system icon and select Proper- ties. FaxPress Premier Administrator Guide...
  • Page 458 Admin Guide > Installing and Configuring Xerox Print Drivers In the Xerox system Properties window, click the Printing Preferences button to open the Preferences screen.
  • Page 459: Setting Up Additional Paper Colors On The Xerox System

    The FaxPress Premier Xerox Interface supports the use of more than one paper color for printing. This feature would, for example, allow one color paper to be used for fax print- outs, and another color to be used for fax notices. This procedure assumes that you have 2 trays with different colored paper in your Xerox system and also requires the FaxPress Premier Xerox Interface service is configured and running.
  • Page 460 Admin Guide > Installing and Configuring Xerox Print Drivers Rename the extra printer drivers for each color. For example, if you have a driver you want to use for Red paper, first choose Start>Settings>Printers In the Printers window, select the new driver you have created and add RED to the name;...
  • Page 461 Move through the Configuration wizard by clicking the Next> button until you get to the User Map. Select a user, then click the Edit button. In the User to Email address Mapping dialog box, set up each printer setting for Print Incoming fax and Print outgoing fax notification with a different print driver.
  • Page 462 Admin Guide > Installing and Configuring Xerox Print Drivers To set the RED driver for Incoming faxes, click the Printer Setting button for Print Incoming fax. Then choose the driver that ends in RED from the Printer Name pull-down menu and click OK. See the procedure in Configuring the Fax- Press Premier Xerox Interface on page 418 for details.
  • Page 463: Faxpress Premier And Xerox Integration

    Xerox machine are converted immediately to electronic fax format by the Xerox Interface and sent to the FaxPress Premier for fax transmission. Users can also print out received faxes on the Xerox machine, as well as success and failure notifications for out- bound faxes.
  • Page 464: Xerox Interface Setup Procedures

    Xerox Interface Setup Procedures Setting up your FaxPress Premier server and Xerox system to use the Xerox Interface in- volves the following procedures. Connecting the FaxPress Premier server and the Xerox system to the network.
  • Page 465: Assigning Faxpress Premier Users For Each Fax Repository

    Fax Repository folders are named XeroxDrop1, XeroxDrop2, etc., the FaxPress Premier us- ers could be named Xerox1, Xerox2, etc. These same names must be used as the Email Address names when you do your user map- ping for the FaxPress Premier Xerox Interface, as described in Configuring the FaxPress Premier Xerox Interface on page 418.
  • Page 466: Sending Test Faxes

    A test fax from the Xerox Document Centre or WorkCentre to an external, standalone fax machine. A test fax to a user in the User Map from an external, standalone fax machine. Also, be sure to check the notices generated for these transactions.
  • Page 467: Ecopy Sharescan Op Integration

    FaxPress Premier Administrator Guide eCopy Sharescan OP Integration...
  • Page 468: Configuring The Faxpress Ecopy Connector

    Shared Account Mode In shared account mode, all users share one account and are not prompted to log in. Cor- porate cover pages are accessible, but personal cover pages are not. Using the shared ac- count mode requires a dedicated FaxPress Premier account for the Connector.
  • Page 469 Select the Configure tab. The Configure tab provides a number of configuration options. The Connector can save one configuration or multiple configuration pro- files. If there are multiple FaxPress Premier servers on the network, use the Serv- er List to select a FaxPress Premier...
  • Page 470 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, outgo- ing faxes sent via the Connector appear in users’...
  • Page 471 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 472: Faxpress Premier + Ecopy Sharescan Op Integration

    This chapter describes integration using the FaxPress eCopy Connector and eCopy ShareS- can OP v2.0 and v3.0. For information on integrating eCopy ScanStation (a component of the eCopy Suite) with a FaxPress Premier email gateway, refer to the FaxPress Premier Email Gateways Guide.
  • Page 473 DSN. This is different than creating DSN for FaxPress Plus. FaxPress Plus 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 474: 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 475: Installing The Faxpress Premier Ecopy Connector

    To install the FaxPress Premier eCopy Connector from the Castelle FaxPress Premier CD, follow these steps: Log on to the workstation as administrator or as a user with administrator privi- leges. Place the Castelle FaxPress Plus CD in a CD-ROM capable drive.
  • Page 476 Admin Guide > Installing the FaxPress Premier eCopy Connector The Welcome to FaxPress Installation screen requires you to click the Next> button. Select Administrator Installation. Select the Email Gateways and Connectors button.
  • Page 477 Admin Guide > Installing the FaxPress Premier 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>. FaxPress Premier Administrator Guide...
  • Page 478 Admin Guide > Installing the FaxPress Premier eCopy Connector Confirm the default destination by clicking Next>, or select Browse to choose a new loca- tion. 10. Click Finish.
  • Page 479 Admin Guide > Installing the FaxPress Premier eCopy Connector FaxPress Premier Administrator Guide...
  • Page 480: Faxpress Mfp Connectors

    FaxPress Premier Administrator Guide FaxPress MFP Connectors...
  • Page 481: 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 482 Use the Next button to enter fax sender and recipient information and begin trans- mission. Use the Scan More button to include additional pages or documents. Use the Stop button to return to the initial ShareScan OP interface shown in step 1. The Connector does not use the Settings and Advanced buttons.
  • Page 483 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 Con- nector is running in individual account mode, the Cover Page field will allow you to select either corporate or personal cover pages.
  • Page 484 The Recipient Information interface allows you enter a recipient Name, Com- pany 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 485 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, espe- cially on copiers and MFP devices with soft keyboards.
  • Page 486 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 addi- tional documents using the same sender and recipient settings from the previous job.
  • Page 487 Admin Guide > Sending Faxes From Copiers, Scanners and MFPs FaxPress Premier Administrator Guide...
  • Page 488: 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 489 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 490 (fax number is the only man- datory 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 <- De- lete button.
  • Page 491 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 492: 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 493: Configuring

    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 \castelle\08xxxxxx\hpfscan on the file server hosting the Fax- Press).
  • Page 494 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 495: Faxpress Plus And Ricoh Globalscan 2.0 Integration

    Upon installation and configuration of the system, the administrator will decide on Cas- telle Fax or Castelle Authenticated Fax. If the administrator chooses Castelle 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 496: Step 1: Welcome

    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 FaxPres- sAuth for authenticated): FaxPress.dll is copied to \RICOH\GlobalScan\Plugins\FaxPress\ Admin ASP files are copied to \RICOH\GlobalScan\Web\Admin\Plugins\Fax-...
  • Page 497: 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 doc- umentation. The following example shows a Test project that includes the FaxPress ser- FaxPress Premier Administrator Guide...
  • Page 498 Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration vice: After adding the FaxPress service to the project, the administrator needs to configure the FaxPress Service Configuration.
  • Page 499: Faxpress Service Configuration

    Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration FaxPress Service Configuration Click Configure next to the Castelle Fax service to configure the FaxPress ser- vice. FaxPress Plug-in Configuration screen FaxPress Premier Administrator Guide...
  • Page 500: User Guide

    3. Press Update to update the service configuration. If all settings are entered correctly and the plug-in communicates successfully with the GlobalScan server, Logon Successful will be displayed. 4. If you wish to start entering new settings again, press Reset to clear all the entries. Oth- erwise, exit by pressing Cancel. User Guide When properly configured, the FaxPress service is available from the GlobalScan MFD con- sole.
  • Page 501: From/Subject Form

    Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration From/Subject Form FaxPress Premier Administrator Guide...
  • Page 502: New Recipient Form

    To manually enter recipient information, press New Recipi- ent: Enter the recipient fax number, name and company and press OK. To enter multiple re- cipients, 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 re-...
  • Page 503: Group - Selecting External Phone Book Group

    Admin Guide > FaxPress Plus 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 phone- book), you can select the phonebook FaxPress Premier Administrator Guide...
  • Page 504 Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration group: To change, click the dropdown and select the group name from the list.
  • Page 505: Selecting Recipients Form An External Phone Book Group

    Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration Selecting Recipients Form an External Phone Book Group FaxPress Premier Administrator Guide...
  • Page 506 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 507: Cover Page

    Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration 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 Premier sup-...
  • Page 508: Faxpress Authenticated Service

    Admin Guide > FaxPress Plus and Ricoh GlobalScan 2.0 Integration FaxPress Authenticated Service FaxPress Authenticated Service requires thes user to login before scan functionality is en- abled. A user logs in using their personal FaxPress account credentials to login to FaxPress before they can send the fax:...
  • Page 509: Sharp Osa Connector

    Sharp MFD compatible device. Once installed, a FaxPress button shows up on Sharp con- trol panel screen. To fax a document, users are prompted to scan and enter a list of recip- ient names and fax numbers. Recipient information can be entered directly via Sharp console or selected from any database address book.
  • Page 510 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 Plus server.
  • Page 511 Admin Guide > Sharp OSA Connector Start the installation by pressing Next>. FaxPress Premier Administrator Guide...
  • Page 512 Admin Guide > Sharp OSA Connector...
  • Page 513 Admin Guide > Sharp OSA Connector Press Done to finish the installation. FaxPress Premier Administrator Guide...
  • Page 514 Admin Guide > Sharp OSA Connector Launch Internet Explorer on the FaxPress Plus server and connect to http://lo- calhost/faxpressconfig.aspx. The Castelle FaxPress Plugin Configuration page is displayed.
  • Page 515 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 516 The connector runs as a .NET application installed on the FaxPress Plus server. To add Fax- Press Plus 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 517 Admin Guide > Sharp OSA Connector Administration An administrator can configure the gateway through a browser by accessing the configu- ration page on the server. The configuration page can be accessed at: http://<server IP address>/FaxPressOSA/FaxPressConfig.aspx Note: Note: Replace <Server IP Address> with the actual IP address of the FaxPress server.
  • Page 518 Admin Guide > Sharp OSA Connector 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. There are two modes supported:...
  • Page 519 When you click the FaxPress button on the Sharp MFP control panel, the user authentica- tion screen prompts you to login to FaxPress. This screen shows up only if the administra- tor configured the connector not to use a shared account but to force each user to use their own account.
  • Page 520 Admin Guide > Sharp OSA Connector...
  • Page 521 Admin Guide > Sharp OSA Connector You can add recipients manually or by selecting them from any database phonebook: FaxPress Premier Administrator Guide...
  • Page 522 Admin Guide > Sharp OSA Connector To define a recipient manually, specify the recipient name, fax number, and company (only a fax number is necessary).
  • Page 523 Admin Guide > Sharp OSA Connector You may combine recipients that you define manually with recipient that you select from the phonebooks. You may also override the information from the phonebook by editing and modifying any of the recipients’ parameters.
  • Page 524 Selecting Recipients from FaxPress Database Phonebooks FaxPress supports any number of database-based phonebooks. These may be file-based databases such as Microsoft Access or Excel or any SQL database. For information about setting up FaxPress database address books, view Contacts and Phone Books on page 244.
  • Page 525: Setting The Default Phonebook

    To switch from first name to last name, and vice versa, click on the corresponding button. Setting the default phonebook Each phonebook may have multiple views (groups). You can change the selected phone-...
  • Page 526: One-Click Search

    Admin Guide > Sharp OSA Connector One-Click Search Click on the first letter of the recipient’s first or last name. The list of matching recipients will be displayed:...
  • Page 527 You may specify a single parameter or any combination of all three. For exam- ple: If name = Ja and the fax number = 408, all recipients whose names start with Ja from the 408 area code will be displayed.
  • Page 528 Admin Guide > Sharp OSA Connector Scanning the Document and Sending the Fax When you are done defining the fax parameters, click Apply. The next screen shows up and prompts you to start scanning the document The document will be scanned and transmitted to the FaxPress:...
  • Page 529 Admin Guide > Sharp OSA Connector FaxPress Premier Administrator Guide...
  • Page 530: Terminal Server

    FaxPress Premier Administrator Guide Terminal Server...
  • Page 531: Installing The Faxpress Plus Client On Terminal Server

    FaxPress Plus client software in a Windows Terminal Server environment requires you to install just one copy of the FaxPress Plus client for Windows Terminal Server on the Ter- minal Server itself. The FaxPress Plus client features then become accessible to all users on the network.
  • Page 532: Running The Setup - Important Information

    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...
  • Page 533 Admin Guide > Installing the FaxPress Plus Client on Terminal Server From the Add/Remove Programs Properties window, click Install. Click Next>. FaxPress Premier Administrator Guide...
  • Page 534 Admin Guide > Installing the FaxPress Plus Client on Terminal Server In the Run Installation Program window, install.exe will appear in the Com- mand line for installation program field. Click Next>. In the Change User Option window, select All users begin with common ap- plication settings, then click Next>.
  • Page 535 Admin Guide > Installing the FaxPress Plus Client on Terminal Server In the Welcome to FaxPress Premier Installation screen, click Next>. 10. From the Select Components screen, select Install FaxPress Plus client for Microsoft Terminal Server, then click Next>. FaxPress Premier Administrator Guide...
  • Page 536 12. In the Destination path screen, confirm the Destination Folder is Drive let- ter:\Program Files\Castelle\FaxPress where Drive letter is the NT Terminal Server root directory. Make sure the Castelle files are copied to the WinNT root drive only. Do not copy the Castelle files to any other mapped direc- tory. Click...
  • Page 537 Admin Guide > Installing the FaxPress Plus Client on Terminal Server Next>. 13. The Shared Directory screen requires you to click Browse to specify a shared directory for the FaxPress host.ip file. This folder must be accessible to all Terminal Server users and should be located on the Terminal Server machine.
  • Page 538 Admin Guide > Installing the FaxPress Plus Client on Terminal Server 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 a different one.
  • Page 539 The Castelle FaxPress Transport, a service added to your email profile, connects 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 FaxPress Premier Administrator Guide...
  • Page 540 Admin Guide > Installing the FaxPress Plus Client on Terminal Server networks. Outlook Direct is not the ideal choice, however, for a remote, dial-up or Virtual Private Network connection. Note: Refer to the FaxPress Premier Email Gateways Guide for information on Outlook Direct fax addressing requirements.
  • Page 541: Setting Up The Faxpress Plus Client And Dcx Print Driver For Published Applications

    Admin Guide > Installing the FaxPress Plus Client on Terminal Server 20. When the Finish Admin Install window appears, click Finish, then reboot the Terminal Server. After rebooting, log in to the FaxPress Plus client to send and re- ceive test faxes.
  • Page 542 On the Application Location tab, in the Command Line box, insert the text: "C:\Program Files\Castelle\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 543: Adding Outlook Direct Transport To User Profiles

    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 544 Admin Guide > Installing the FaxPress Plus Client on Terminal Server Select the User Profile to edit, then click Properties. In the user’s Properties window, with the Services tab selected, click Add.
  • Page 545 The Login tab of the FaxPress Transport Properties dialog box provides the in- formation 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. Enter the user’s FaxPress User Name and Password, then click the Verify Login button.
  • Page 546 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 547 Admin Guide > Installing the FaxPress Plus 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 548 Admin Guide > Installing the FaxPress Plus 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 549: Installing On A Novell Network

    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 550 Admin Guide > Installing the FaxPress Plus Client on Terminal Server the FaxPress Plus client must be set to use TCP/IP as the default network protocol, a selection made during the client setup. the FaxPress must be able to successfully send and receive test faxes.
  • Page 551: Removing Faxpress From The Terminal Server

    Admin Guide > Installing the FaxPress Plus 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 552 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 553: Using Microsoft Windows Terminal Server

    This centralized administration results in rapid deployment of applications. The FaxPress Plus client application, for example, must be installed only once on the Ter- minal Server, and then have access rights assigned, for the FaxPress Plus client application to then become available to all end-users on the network.
  • Page 554: Citrix Standard And Non-Standard Published Apps

    Admin Guide > Using Microsoft Windows Terminal Server Castelle has tested the FaxPress Plus client with Citrix Windows 32-Bit Published Applica- tions configured for Microsoft Word/ Excel/ PowerPoint/ Access. Note: FaxPress Plus does not support Citrix WinFrame 1.7/1.8 for the 3.51 NT Server platform.
  • Page 555: Castelle Internet Faxing

    FaxPress Premier Administrator Guide Castelle Internet Faxing...
  • Page 556: Castelle 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 557 Press Premier’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 sub- mitted to the local FaxPress Premier.
  • Page 558: 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 559 Admin Guide > Castelle 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 num- ber prefix.
  • Page 560: Receiving

    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 Premier Unaddressed user.
  • Page 561 Apply Rules=<0,1> -- Applies Dialing Rules to Fax Number (0=Disable, 1=En- able). 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 & Inter- national, 2=International) type of calls.
  • Page 562: Appendix

    FaxPress Premier Administrator Guide Appendix...
  • Page 563: 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 564: Registering Dao 3.6

    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 565 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 566 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 state- ments and drop the stored procedures.
  • Page 567 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 568: Troubleshooting

    Very infrequently, the T1 line will not synchronize properly between the FaxPress Premier Digital and the central office. This will cause issues with sending and receiving multiple page faxes. In this case, the Premier fax board can be configured to synchronize with the connected T1 line using the steps described below.
  • Page 569 Using NETREF Two (Resolved) Not Applicable Primary Master FRU (User Defined) Default GDK_T1 0 Primary Master FRU (Resolved) GDK_T1 0 Derive Primary Clock from (User Defined) Default NETREF_1 Derive Primary Clock from (Resolved) Internal Oscillator NETREF_1 Secondary Master FRU (User Defined) Default...
  • Page 570 NETREF Two Clock Rate (Resolved) Not Applicable 13. Click OK to exit the TDM Bus Configuration. 14. Select the board GDK_T1 0, and click Start. 15. Click OK to exit the Configuration Manager - DCM. 16. Start the GammaLink System Service, start Castelle services.
  • Page 571: Directory Structure

    Directory Structure FaxPress Premier Server Directory FaxPress Premier system files, as well as user and job databases, are stored in the C:\Castelle directory of the FaxPress Premier’s Embedded Windows operating system. There is no need to access the Premier server directory unless specifically directed by Cas- telle technical support or the Administrator Guide.
  • Page 572: Compliance

    In most, but not all areas, the sum of the RENs of all devices con- nected to one line should not exceed five (5.0). To be certain of the number of devices you may connect to your line, as determined by the REN, you should contact your local tele- phone company to determine the maximum REN for your calling area.
  • Page 573: Electrical Safety Advisory

    Electrical Safety Advisory We recommend the installation of an AC surge arrestor in the AC outlet to which this equip- ment is connected. Telephone companies report that electrical surges, typically lighting transients, are very destructive to customer terminal equipment connected to AC power sources.
  • Page 574: Important Information For Canadian Customers

    The FaxPress Premier USA complies with the Industry Canada rules. An Industry Canada label is located on the analog fax board of the FaxPress Premier unit, and the T1 board of the FaxPress Premier unit. The label on the analog fax board displays the Industry Canada Registration Number IC:885 10497 A.
  • Page 575: Fax Branding

    individual.
  • Page 576: Source De Courant

    Cordon d’alimentation Le FaxPress Premier 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 577: Analog Hardware Upgrade

    1 additional board, to support 8 ports (i.e., 16 fax lines) The 16-line FaxPress Premier Analog, with 3 boards factory-installed, supports 6 analog ports (i.e., 16 fax lines.) This unit supports the maximum number of lines avail- able with the FaxPress Premier Analog.
  • Page 578: Required Tools

    See Adding an Initial Upgrade Analog Fax Board on page 562 below to add a board to a unit that has not yet been upgraded. For units that have previously been upgraded, please see Upgrading with an Additional Analog Board on page 566.
  • Page 579 Remove the Phillips screw that is anchoring the cover bracket and remove the cov- er bracket from the bay. You can get access to the anchor screw from the side of FaxPress Premier Administrator Guide...
  • Page 580 0 and 1, and you can set the number of the upgrade board to 2. In short, you can set the upgrade board’s rotary switch to any number other than those used for the previ- ously installed analog boards.
  • Page 581 12. Slide the cover back into place, making sure the leading edge fits under the front panel lip. 13. Replace the cover screws, keeping in mind that there are 5 for the back panel, 3 along the bottom of each side, and 3 holding the leading edge under the front pan- el lip.
  • Page 582: Upgrading With An Additional Analog Board

    3 screws holding the bottom of the cover to each side of the chassis, and the 2 screws holding the front edge of the cover under the lip at the top of the front panel (the screw directly above the thumbscrew for the fan unit cover does not need to be removed, but may need to be loosened slightly, as shown below.
  • Page 583 Locate the power supply module in the FaxPress Premier chassis, as shown be- low. Remove the 2 nuts with lock washers that hold the power supply to the base of the FaxPress Premier chassis. You may need to use needlenose pliers for this task.
  • Page 584 12. Set the rotary switch, found near the metal bracket end of the board, to a unique number (see the figure following Step 13 for location of switch). Typically, the two...
  • Page 585 Admin Guide > Analog Hardware Upgrade board will be set to 2. If this is the case, you can set the number on your second upgrade board to 3. In short, you can set the upgrade board’s rotary switch to any number other than those used for the previously installed analog boards.
  • Page 586 18. Slide the FaxPress Premier cover back into place, making sure the leading edge fits under the front panel lip. 19. Replace the cover screws, keeping in mind that there are 5 for the back panel, 3 along the bottom of each side, and 3 holding the leading edge under the front pan- el lip.
  • Page 587 Start>Programs>Administrative Tools>Services to access the Services Folder. Expand the Name column of the services list so you can read the full names of the services, then scroll to Castelle Trace/Error Logger Service. Right-click on this service. 10. Stop the Castelle Trace/Error Logger Service by selecting the Stop option. The Stop Other Services dialog box opens.
  • Page 588 18. Verify that this number is correct, and then click OK to exit the Dialogic Gamma- Link Fax Configuration window. Click OK to exit. This completes the configuration for your analog board.
  • Page 589 Using remote access, log into the FaxPress Premier server as Administrator. 10. Expand the FaxPress Neighborhood tree to show the Administration branch, se- lect Fax Lines, and look at the list of lines to verify that the total number of fax lines has increased to reflect your upgrade.
  • Page 590: Digital Isdn/Bri Upgrade

    The procedures in this guide apply to FaxPress Premier Digital ISDN BRI units connected to ISDN BRI lines. For FaxPress Premier Digital T1 units using either CAS E&M or ISDN PRI protocol, contact Castelle for the Upgrading the FaxPress Premier Digital T1 document.
  • Page 591 2 or 4 Terminating Resistor Adapters 1 CT (ribbon) bus cable, if you are upgrading from 1 ISDN BRI board to 2 or 3 boards Note: Make sure the 8-digit serial number displayed on the left side of the label on the CD (for example, S/N 84100200) matches the serial number on the label on the bottom of your FaxPress Premier server (for example, SERIAL NO.
  • Page 592 Note: Remove only the FaxPress Premier cover screws. Do not remove any other chassis screws. Remove the cover by sliding it toward the rear of the FaxPress Premier, then lifting it up when it is free of the front panel lip.
  • Page 593 FaxPress Premier chassis. You may need to use needlenose pliers for this task. Remove the 2 rear panel screws holding the bottom portion of the power supply to the rear panel and move the power supply to the side of the chassis, as far as FaxPress Premier Administrator Guide...
  • Page 594 Remove the Phillips screw that is anchoring the cover bracket and remove the cov- er bracket from the lower bay, if this bay is not occupied by a board. If the lower bay is occupied by a board, remove the Phillips screw that is anchoring the cover bracket for the upper bay, and remove that cover bracket.
  • Page 595 12. Engage one end of the black metal mounting bracket (the end the arrow is pointing to above) in the card guide, then lower the connector end of the board and slide the board into place, aligning the PCI connector tabs so they plug into the PCI slot on the chassis smoothly and firmly.
  • Page 596 Admin Guide > Digital ISDN/BRI Upgrade low. 14. Make sure you install the ribbon bus cable with the lock (hook) ends of the con- nectors toward the BACK PANEL of the FaxPress Premier chassis, as shown below. This orientation will mean that the hooks are on the ends of the connectors that are AWAY from the Black Metal Mounting bracket, as shown.
  • Page 597 18. Slide the FaxPress Premier cover back into place, making sure the leading edge fits under the front panel lip. 19. Replace the cover screws, keeping in mind that there are 5 for the back panel, 3 along the bottom of each side, and 3 holding the leading edge under the front pan- el lip.
  • Page 598 Admin Guide > Digital ISDN/BRI Upgrade Configuring the Dialogic System Software After adding the fax boards as described in Adding an ISDN BRI Board on page 575, and after connecting all necessary cables to the unit, follow these steps to configure the Fax-...
  • Page 599 Start Service button in the menu bar. A progress bar appears on top of the background screen, indicating the progress of the service startup. When all boards are started (all of the lights in the device icons are green), select the File>Exit command.
  • Page 600 Admin Guide > Digital ISDN/BRI Upgrade 14. In the Fax Configuration section, click the Control Panel Applet button. The Di- alogic GammaLink Fax Configuration window appears, as shown below.
  • Page 601 Admin Guide > Digital ISDN/BRI Upgrade 15. Click the Auto Detect button. A warning message appears. 16. Click OK. When the auto-detection process is complete, a message box appears, indicating that all boards have been detected. 17. Click OK in the message box. The Dialogic GammaLink Fax Configuration window now displays the new number of supported fax channels, as shown below.
  • Page 602 Admin Guide > Digital ISDN/BRI Upgrade 18. Verify that this number is correct. Then click OK to exit the Dialogic GammaLink Fax Configuration box. 19. Click the Import Predefined Configuration button in the Configuration section of the Dialogic GDK Configurator window. The Open Profile dialog box appears,...
  • Page 603 Admin Guide > Digital ISDN/BRI Upgrade 20. Select the .prf that matches the BRI line you have connected to the new ISDN BRI board in the FaxPress Premier (for example, gdk_bri_euro_CPI400BRIPCI.prf), then click Open. The Dialogic GDK Configurator Window reappears.
  • Page 604 Administrator. 10. Expand the FaxPress Neighborhood tree to show the Administration branch, se- lect Fax Lines, and look at the list of lines to verify that the total number of fax channels has increased to reflect your upgrade.
  • Page 605: Digital T1 Upgrade

    FaxPress Premier Digital T1 units with 1 board factory-installed support 1 T1 line (24 fax channels if T1 CAS, 23 fax channels if T1 ISDN PRI.) These units can be upgraded with: 1 additional board, to support 2 T1 lines (48 T1 CAS fax channels, 46 T1 ISDN PRI fax channels.)
  • Page 606 T1 lines disconnected from an active device or loopback jack for more than 15 minutes will fail Central Office loopback tests, and the Central Office will then cut off service. Typically the customer is charged to restart the service. Make sure you use the loopback jacks as described below in step 1 to prevent this from happening.
  • Page 607 3 screws holding the bottom of the cover to each side of the chassis, and the 2 screws holding the front edge of the cover under the lip at the top of the front panel. The screw directly above the thumbscrew for the fan unit cover does not need to be removed, but you may need to loosen it slightly, as shown below.
  • Page 608 Locate the power supply module in the FaxPress Premier chassis as shown below. Remove the 2 nuts with lock washers that hold the power supply to the base of the FaxPress Premier chassis. You may need to use needlenose pliers for this task.
  • Page 609 Admin Guide > Digital T1 Upgrade 10. Move the power supply to the side of the chassis, as far as the cables will allow. 11. Locate the cover brackets covering the bays above the factory-installed T1/ISDN PRI board(s), as shown above.
  • Page 610 14. Align the board so the black metal end-bracket angles UP from the board. This will mean that the piggyback board is on the top of the main board, as shown be- low.
  • Page 611 Admin Guide > Digital T1 Upgrade low. 16. Make sure you install the ribbon bus cable with the lock (hook) ends of the con- nectors toward the BACK PANEL of the FaxPress Premier chassis, as shown in the figure below. This orientation will mean that the hooks are on the ends of the con- nectors that are AWAY from the Black Metal Mounting bracket, as shown.
  • Page 612 Admin Guide > Digital T1 Upgrade 17. To add two upgrade boards, connect the ribbon bus cable to both of the new fax boards. 18. If two boards were factory-installed prior to this upgrade, the ribbon bus cable will be in place; simply push the appropriate cable connector onto the board connector of the new board.
  • Page 613 Admin Guide > Digital T1 Upgrade Configuring the Dialogic System Software After adding the new fax board or boards as described in Adding a T1 Fax Board to the FaxPress Premier on page 590, and after connecting all necessary cables to the unit, follow...
  • Page 614 Stop option: Castelle FaxPress Startup/Monitor Process GammaLink System Service 13. When all Castelle FaxPress Premier services are stopped, open the Start menu and choose: Programs>Intel Dialogic System Software>Configuration Manager- 14. Click OK in the dialog box shown below.
  • Page 615 .pcd files, as shown be- low. 18. For configuring a T1 board, find the gdk_t1_em.pcd file in the list, select it, and click OK. The software scan of the boards continues until complete. Then the Intel DCM window reappears, with all of the boards listed, and a red light displayed in each device icon, as shown on the next page.
  • Page 616 20. Select the first board (for example, GDK_T1 0 in the Figure above), and then click the green Start Service button in the menu bar. A progress bar appears on top of the background screen indicates the progress of the service startup. When all boards are started (all of the lights in the device icons are green), click Service>Startup...
  • Page 617 Admin Guide > Digital T1 Upgrade 22. In the Fax Configuration section, click the Control Panel Applet button. The Di- alogic GammaLink Fax Configuration window appears. See the figure above. 23. Click the Auto Detect button. A warning message appears.
  • Page 618 Admin Guide > Digital T1 Upgrade 26. Verify that this number is correct. Then click OK to exit the Dialogic GammaLink Fax Configuration box. 27. Click the Import Predefined Configuration button in the Configuration section of the Dialogic GDK Configurator window. The Open Profile dialog box appears,...
  • Page 619 Registry Profile Files (.prf files) as shown be- low. 28. Select the .prf that matches the T1 line you have connected to the new T1 board (for example, gdk_cas_em_CPi2400CTT1.prf for a T1 board), then click Open. Attention: If you select the wrong profile file, the fax board’s behavior will be unpredictable.
  • Page 620 Running the FaxPress Premier Upgrade Software on page 604. Running the FaxPress Premier Upgrade Software To complete the upgrade and configure the FaxPress Premier for use with the new board, follow these steps: On a local Windows PC on the same network as the FaxPress Premier server, cre-...
  • Page 621 10. Expand the FaxPress Neighborhood tree to show the Administration branch, se- lect Fax Lines, and look at the list of lines to verify that the total number of fax channels has increased to reflect your upgrade. If you are configuring for an ISDN PRI/PRI board, disable the last three channels in the Fax Lines menu.
  • Page 622: Faxpress Support Agreement

    Standard Support includes the following: Hardware Warranty A defective Product will be repaired and returned to you at no cost, including labor, parts and one way shipping within one year from original date of registration. Under the war- ranty terms, you must contact Castelle’s Technical Support for a diagnosis before returning it for repair.
  • Page 623: Software Upgrades

    Monday to Friday, 6am to 5PM (PST), excluding Castelle holidays. Technical Support can be reached by phone at (408) 852-8080 or by fax at (408) 852-8180 or by email at sup- port@Castelle.com. Castelle’s Customer Services Web site offers 24/7 unlimited free ac- cess to useful product-specific technical information.
  • Page 624: 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 625: Limited Warranty

    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 Castelle or has been modified by Customer or a third par- ty without Castelle’s responsible for paying Castelle’s then-current standard charges to restore such Hardware or Software to a condition or version accept- able to Castelle prior to Castelle starting Support Services.
  • Page 626 The provision of Support Services by Castelle 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 627: Contact Information

    Web site: www.castelle.com Technical Support Castelle is committed to providing professional customer support and excellent services. We provide several enhanced support plans that are specially designed to meet your busi- ness needs and support requirements. North America Tech Support: 1+408.852.8080 Tech Support Fax: 1+408.852.8180...
  • Page 628 Admin Guide > Contact Information...
  • Page 629 FaxPress Administrator Guide Index...
  • Page 630 ASP custom database assigned line user fax line settings attached faxes Automatic Fax Routing backing up the Premier Bates Bates coding Bates numbering Bates stamping bill back codes, defining building complex fax phone numbers...
  • Page 631 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 FaxPress Administrator Guide...
  • Page 632 & drop fax routing Drop Directory DropFax Service DTMF dialing procedure routing setting type email archived faxes email notice...
  • Page 633 Admin Guide > routing setting direction unaddressed faxes fax merge, define the variables fax phone numbers automatic build building complex designating area codes Fax Repository creating setup Share name faxes archived properties converting archived email archived filtering archived incoming unaddressed...
  • Page 634 Installation and Configuration, overview installing the FaxPress client preparing the Terminal Server requirements international character support international dialing internet faxing configuring IP address, of Xerox system joins in phone book view Keypad – – line direction line optimization line settings...
  • Page 635 ODBC drivers operator privileges privilege levels operator Outlook Direct client-side option paper colors configuration paper source and size, for printer Password for Fax Repository account passwords and automatic fax routing fax line settings prefix Performance Monitor personal cover page...
  • Page 636 Admin Guide > Pop-up Blocker and the Web Services Client printer drivers configuration – installing printing archived faxes fax success notification incoming faxes preferences privilege levels user production faxing inbound properties archived faxes Published Appications non-standard pulse dial line settings...
  • Page 637 FaxPress Accounts service provider, requirements of Share name Share name, fax repository Single Sign On creating user accounts SMB, protocol SMTP port sorting archived faxes...
  • Page 638 Admin Guide > unaddressed mailbox default incoming fax location fax line settings server 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 server properites Warranty...
  • Page 639 ©2007, Castelle . All Rights Reserved. FaxPress Premier Administrator Guide ® P/N 61-1349-001...

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