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GFI FaxMaker Getting Started Manual

Gfi faxmaker fax server getting started guide
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  • Page 1: Getting Started Guide

    GFI Product Manual Getting Started Guide...
  • Page 2 All product and company names herein may be trademarks of their respective owners. GFI FaxMaker is copyright of GFI SOFTWARE Ltd. - 1999-2011 GFI Software Ltd. All rights reserved. Document Version: FM-GSG-EN-2.00.00 Last updated: August 24, 2011...

  • Page 3: Table Of Contents

    Introduction About ................. 1 Conventions used in this manual ..........1 Administration & Configuration ........... 1 How GFI FaxMaker works - Sending faxes ........2 How GFI FaxMaker works - Receiving faxes ........3 System Requirements Software................5 Hardware ................5 Important settings ..............
  • Page 4 Removing the connectors automatically ........48 Removing the connectors manually ..........48 Index...
  • Page 5 Table 2 - Supported mail servers Table 3 - Required components for installation Table 4 - Hardware requirements for installation Table 5 - Communication ports used by GFI FaxMaker Table 6 - Lotus Domino Add person options Table 7 - Create database options...
  • Page 6 Screenshot 19 - Setting up the sending options Screenshot 20 - The wizard will prompt you for a mail server name Screenshot 21 - Selecting the type of fax hardware to be used with GFI FaxMaker Screenshot 22 - Specifying users...

  • Page 7: Introduction

    1 Introduction About GFI FaxMaker is a fax server that enables you to send and receive faxes and SMS using your email infrastructure. GFI FaxMaker for Exchange/SMTP integrates with Microsoft Exchange Server, Lotus Notes and with other SMTP/POP3 mail servers.

  • Page 8: How Gfi Faxmaker Works - Sending Faxes

    How GFI FaxMaker works - Sending faxes 1: V ARIOUS METHODS USED TO SEND A FAX Email: User sends fax via an email addressed to 1111@faxmaker.com (where 1111 is the fax number of the recipient). GFI FaxMaker Client: User uses a GFI FaxMaker client application installed on his/her machine to send faxes.

  • Page 9: How Gfi Faxmaker Works - Receiving Faxes

    How GFI FaxMaker works - Receiving faxes 1: R ECEIVE FAX CALL Receive call: Sender connects to fax line and transmits fax. Fax device: Receives fax content and forwards it to GFI FaxMaker. 2: GFI F & AKER PROCESSES FAX CONTENT GFI FaxMaker: Processes received fax.

  • Page 11: System Requirements

    Fax device A professional fax modem class 2, 2.0 or 2.1 using either the Microsoft or the GFI fax modem drivers, such as: Brooktrout TR 114, TR 1034 or Trufax fax board, an EICON DIVA PRO/SERVER fax card or an AVM active fax card.

  • Page 12: Important Settings

    Anti-virus and backup software cause GFI FaxMaker to malfunction if GFI FaxMaker is denied access to some of its files. Disable any third party anti-virus and backup software from scanning the GFI FaxMaker installation folder and other folders used by the product, such as the Text and XML API folders.

  • Page 13: Pre-Installation Action: Configure Mail Server

    GFI FaxMaker installed on Microsoft Exchange Server machine chapter in this manual. » On a separate machine than the mail server: Install GFI FaxMaker on a separate machine than Microsoft Exchange. For more information, refer to GFI FaxMaker installed on a separate machine chapter in this manual.
  • Page 14 GFI FaxMaker installed on a separate machine Figure 2 - GFI FaxMaker installed on a dedicated server When installing GFI FaxMaker on a separate machine than Microsoft Exchange, configure Microsoft Exchange to forward faxes/SMS to GFI FaxMaker. NOTE: Install IIS SMTP service on the GFI FaxMaker server.
  • Page 15 Microsoft Exchange cluster environment To install GFI FaxMaker in a Microsoft Exchange cluster environment: 1. Install GFI FaxMaker on a machine that does not form part of the cluster. 2. On each cluster node, setup Microsoft Exchange SMTP connectors to forward emails addressed to faxmaker.com, smsmaker.com, Fax: &...
  • Page 16 SMTP to the Lotus Domino/Notes server. 3.1.3 Other SMTP/POP3 mail servers GFI FaxMaker can be installed in an SMTP/POP3 server environment such as VPOP3 or MDaemon. Depending on the type of mail server, choose how faxes/SMS are sent to GFI FaxMaker: »...

  • Page 17: Microsoft Exchange

    3.1.4 ISP hosted mail server GFI FaxMaker can be installed in an environment where the mail server is hosted. Figure 4 - GFI FaxMaker with hosted mail server ROCESS ESCRIPTION Client side Users send faxes/SMS using the GFI FaxMaker Client - Fax Message Form to route directly to GFI FaxMaker server.

  • Page 18: Lotus Notes/Domino

    Lotus Domino/Notes server 6.5 Step 1: Allow mail relay from Lotus Domino/Notes server 1. From the GFI FaxMaker server, load the Internet Information Services console. 2. Right-click Default SMTP Virtual Server node and select Properties. 3. From Access tab, click Relay….

  • Page 19: Screenshot 2 - Adding A New Domain

    Screenshot 2 - Adding a new domain 3. Click Add Domain. Screenshot 3 - Configuring the domain type GFI FaxMaker Pre-installation action: Configure mail server...

  • Page 20: Screenshot 4 - Configure The Routing Settings

    Screenshot 4 - Configure the routing settings 7. Under Should be Routed to section, set Internet host to the IP address (enclosed in [ ] ) or name of the GFI FaxMaker server. 8. Save and close Foreign SMTP Domain entry.

  • Page 21: Table 6 - Lotus Domino Add Person Options

    2. Select your Domino Server. Choose mail directory and enter GFIFaxMaker.nsf as the filename. 3. Click OK to create the database. Step 2: Configure the Person for the GFI FaxMaker Domino database 1. From Domino Administrator, click Add Person. Screenshot 6 - Add a person 2.

  • Page 22: Screenshot 7 - Open The Gfi Faxmaker Database

    3. Click Save and Close. Step 3: Give the GFI FaxMaker Person permission on the GFI FaxMaker database 1. In the Domino Administrator, select File ► Database ► Open to open the GFI FaxMaker database. Screenshot 7 - Open the GFI FaxMaker database 2.

  • Page 23: Screenshot 8 - Configuring Permissions

    Screenshot 8 - Configuring permissions 4. Click Add to add the GFI FaxMaker Person. 5. Select the GFI FaxMaker Person and from the Attributes section, select User type: Person, Access: Manager. 6. Select Delete Documents. 7. Click OK. Step 4: Remove default $POP3 View 1.

  • Page 24: Screenshot 9 - Removing The Default Pop3 View

    6. Enter fax as the Foreign Domain Name. 7. Select the Mail Information tab. 8. Enter the Domino server name as the Gateway server name. 9. Enter mail\GFI FaxMaker.nsf as the Gateway Mail File Name. Pre-installation action: Configure mail server GFI FaxMaker...

  • Page 25: Table 7 - Create Database Options

    NOTE: When RFC822 phrase handling is enabled on outbound email, the fax number appears twice when GFI FaxMaker sends the fax. To resolve this, perform the following from Notes Administrator: 1. Select Configuration Tab ► Messaging ► Configurations. 2. Click Edit Configuration on the server with the GFI FaxMaker mailbox.

  • Page 26: Screenshot 12 - Setting Up The Pop Mailbox For Gfi Faxmaker

    5. From Internet message storage option, set Mail section to Notes and Internet Mail. 6. Click Save and Close. Screenshot 12 - Setting up the POP mailbox for GFI FaxMaker Step 3: Set up forwarding of the domain 1. From the Lotus workspace, open the address book and navigate to Server ► Domains.

  • Page 27: Screenshot 13 - Setting Up A Foreign Domain In Lotus Notes

    3. In the Basics section, set Domain type to Foreign Domain. 4. In the Foreign Domain Name field, enter the name of the domain you want to set up (for example, fax). 5. Select the Mail information tab. GFI FaxMaker Pre-installation action: Configure mail server...

  • Page 28: Screenshot 14 - Foreign Domain Options

    6. In Gateway server name, key in the name of the server where the GFI FaxMaker mailbox is found (for example, fax\gfi). 7. In Gateway mail file name, key in the name of the GFI FaxMaker mailbox (for example, mail\GFI FaxMaker.nsf).

  • Page 29: Screenshot 15 - Modifying The Mailbox Views

    Screenshot 15 - Modifying the mailbox views 3. Double-click ($POP3). 4. Delete all the entries in the script windows (lower window). 5. Save and close. Screenshot 16 - The ($POP3) view GFI FaxMaker Pre-installation action: Configure mail server...

  • Page 30: Other Smtp/Pop3 Mail Servers

    Create a dedicated POP3 mailbox for GFI FaxMaker on your mail server, which GFI FaxMaker can use to send and receive faxes. SAP 4.7 For more information how to configure SAP 4.7 to send faxes using GFI FaxMaker, refer to http://kbase.gfi.com/showarticle.asp?id=KBID003295. Pre-installation action: Configure mail server...

  • Page 31: Installing Gfi Faxmaker

    4. To check for a newer build other than the one being installed, select Check for a newer build of GFI FaxMaker on the GFI web site and click Next. Otherwise, select Do not check for a new build and click Next.

  • Page 32: Table 8 - Installation Components

    GFI FaxMaker, update the password for the GFI FaxMaker services from the Services applet. 9. Click Next to continue installing GFI FaxMaker to the default folder, or Browse to select a new installation path. 10. Click Next to install GFI FaxMaker. If applicable, select option to restart the IIS SMTP service.

  • Page 33: Run The Gfi Faxmaker Configuration Wizard

    - Setting up the sending options 2. When GFI FaxMaker is not installed on the same machine running Microsoft Exchange 2000 or higher, configure mail server options. Select how to forward faxes and SMSs to GFI FaxMaker. Table 9 - Sending options...

  • Page 34: Table 10 - Mail Server Options

    4. Specify the Country code of the country where the fax lines are connected. This is used by GFI FaxMaker to determine the appropriate number to dial (for example, removes the country code for faxes within the same country). Click Next.

  • Page 35: Table 11 - Type Of Fax Device

    Screenshot 21 - Selecting the type of fax hardware to be used with GFI FaxMaker 5. Select the fax devices to use with GFI FaxMaker. IMPORTANT: Ensure that devices are properly installed before proceeding. Instructions are available in the GFI FaxMaker Fax Device Installation manual, available from: http://www.gfi.com/faxmaker/manual...

  • Page 36: Table 12 - Adding Gfi Faxmaker Users

    NVIRONMENT ESCRIPTION If you have Active GFI FaxMaker connects to Active Directory to enable you to choose users. If no fax Directory administrators are configured, add the administrators from the Select Users or Groups dialog and click OK. Click Add users to add fax users.

  • Page 37: Upgrading From Earlier Versions

    8. GFI FaxMaker now starts the services. Click Next to continue. 9. Click Finish. Upgrading from earlier versions To upgrade a GFI FaxMaker installation to the latest version while retaining all settings, launch the installation file and follow the instructions in Installing GFI FaxMaker.

  • Page 39: Testing Your New Gfi Faxmaker Installation

    3. View the outgoing fax status from GFI FaxMaker Monitor. 4. Confirm fax receipt by recipient. 5.1.2 Receiving a test fax 1. From a test fax line, send a fax to a fax line connected and configured in GFI FaxMaker. GFI FaxMaker Testing your new GFI FaxMaker Installation...
  • Page 40 2. View the incoming fax status from GFI FaxMaker Monitor. 3. Unless Routing rules were previously configured, the fax is delivered through the Default Routers (Available from GFI FaxMaker Configuration ► Routing ► Properties ► Default Routers). Ensure that the fax is successfully delivered to the Default Routers’ mailboxes.

  • Page 41: Glossary

    A physical telephone line or software-based (FoIP) line, linked to a fax device (modem or ISDN/fax card). Fax routing The methods used by GFI FaxMaker to determine how to route faxes to internal recipients. Fax over Internet Fax transmission over the internet, rather than the telephone line.
  • Page 42 Protocol SMTP See Simple Mail Transport Protocol SMTP Connector The GFI FaxMaker process that connects to the mail server and uploads emails for transmission to internal users. See Secure Sockets Layer Transmission report An email sent by GFI FaxMaker to internal users that contains information about sent/received faxes/SMS.

  • Page 43: Troubleshooting

    7 Troubleshooting Introduction This chapter explains how to resolve issues encountered when using and configuring GFI FaxMaker. The main sources of information available to solve these issues are: » This manual - most issues can be solved through the information in this manual.

  • Page 44: Table 16 - Troubleshooting: Receiving Faxes

    Conversion Timeout. Possible solution On the GFI FaxMaker server, ensure that the file format sent in the fax can be printed. In Windows Explorer, right-click a similar (same extension) file and ensure the option Print is available.

  • Page 45: Knowledge Base

    Access the Knowledge Base by visiting: http://kbase.gfi.com/ Web Forum User to user technical support is available via the GFI web forum. Access the web forum by visiting: http://forums.gfi.com/. Request technical support If none of the resources listed above enable you to solve your issues, contact the GFI Technical Support team by filling in an online support request form or by phone.

  • Page 46: Documentation

    Documentation If this manual does not satisfy your expectations, or if you think that this documentation can be improved in any way, let us know via email on: documentation@gfi.com Troubleshooting GFI FaxMaker...

  • Page 47: Appendix 1: Microsoft Exchange 2000/2003 Connector

    2. When choosing the components to install, disable GFI FaxMaker Fax Server and select Exchange 2000/2003/2007/2010 SMTP connector. 3. In the next screen, specify the IP address or server name of the GFI FaxMaker server. 4. Proceed with installation. For more information, refer to Installation procedure chapter in this manual.

  • Page 48: Screenshot 24 - Specifying Ip/Name Of Gfi Faxmaker Machine

    » Select option Forward all mail through this connector to the following smart hosts » Key in the name or IP of the GFI FaxMaker server enclosed within square brackets (for example, [100.130.130.10]) » Click Add… in Local bridgeheads and select the default virtual SMTP Server.

  • Page 49: Screenshot 25 - Specifying Fax As An Address Space

    6. In Other Address Space Properties dialog, key in FAX in Type text box, and * in the Address text box. Click OK. NOTE: This will forward all mails addressed to FAX: to GFI FaxMaker. You can repeat steps 4, 5 & 6, specifying SMS in the Type text box to forward SMSs addressed to SMS: to GFI FaxMaker.

  • Page 50: Removing The Connector Automatically

    No further configuration is required. NOTE: If the connector is not named FaxMaker SMTP Connector (for example, if it was renamed or was manually created using a different name), remove it manually. For more information refer to...

  • Page 51: Removing The Connector Manually

    NOTE: If the connector is not named FaxMaker SMTP Connector (for example, if it was renamed or was manually created using a different name), remove it manually. For more information refer to Removing the connector manually section in this manual.

  • Page 53: Appendix 2: Microsoft Exchange 2007/2010 Connector

    2. When choosing the components to install, disable GFI FaxMaker Fax Server and select Exchange 2000/2003/2007/2010 SMTP connector. 3. In the next screen, specify the IP address or server name of the GFI FaxMaker server. 4. Proceed with installation. For more information, refer to Installation procedure chapter in this manual.
  • Page 54 GFI FaxMaker installed on a separate machine If the connectors were created automatically by running the GFI FaxMaker setup on the Microsoft Exchange server, the connectors are automatically removed by uninstalling GFI FaxMaker. No further configuration is required.
  • Page 55 Remove-ForeignConnector -identity "GFIFaxmaker" GFI FaxMaker installed on a separate machine From the Microsoft Exchange Management Shell, run the following commands: NOTE: If a custom name was given when creating the connector manually, replace GFIFaxMaker with the name of the connector.
  • Page 57 Fax modem, 5, 29 Microsoft Office, 38 Fax routing, 3 MSN, 35, 38 Fax transmission, 2, 35 Multiple mail servers, 11 faxmaker.com, 2, 8, 9, 10, 14, 33, 44, 47, Multiple Subscriber Numbering, 35 Firewall, 6 NetPrintQueue2Fax, 2, 26 FoIP, 35 Forum, 39...
  • Page 58 Tone, 35 Sending faxes, 2, 9, 11, 37 Troubleshooting, 37, 38 SIM card, 39 smsmaker.com, 8, 9, 10, 14, 41, 47, 48 SMTP Connector, 9, 11, 12, 36, 41, 42, 45, Use SMTP Authentication, 28 Use SSL, 28 Index GFI FaxMaker...
  • Page 59 Telephone: +44 (0) 870 770 5370 Fax: +44 (0) 870 770 5377 Email: sales@gfi.co.uk EUROPE, MIDDLE EAST AND AFRICA GFI House, San Andrea Street, San Gwann, SGN 1612, Malta Telephone: +356 2205 2000 Fax: +356 2138 2419 Email: sales@gfi.com AUSTRALIA AND NEW ZEALAND...

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