FaxPress™ The Integrated Network Fax Server FaxPress Xerox Interface Guide
IMPORTANT NOTICE ©2003, Castelle®. All Rights Reserved. Part No. 61-1273-001 Rev. B. This material is protected by international copyright laws. Reproduction in any form is prohibited without permission. Castelle is a U.S. Registered Trademark of Castelle. FaxPress™ and Faxmain™ are trademarks of Castelle. Xerox®, Centreware™,and WorkCentre® are Registered Trademarks of Xerox, Inc.
Contents Introducing the FaxPress Xerox Interface 1-1 Overview_____________________________________ 1-2 About the FaxPress Xerox Interface ______________ 1-3 Scanning Documents for Outgoing Faxes ________ 1-3 Printing Incoming Faxes and Notices ____________ 1-3 System Requirements________________________ 1-4 Overview of Installation and Configuration Procedures 1-5 Creating Fax Repository_____________ 2-1 Overview_____________________________________ 2-2 Creating the Fax Repository Folder_______________ 2-
Index ____________________________ IX-1 iv
Introducing the FaxPress Xerox Interface 1 What’s In This Chapter Overview ________________________________________ About the FaxPress Xerox Interface _________________ Scanning Documents for Outgoing Faxes____________ Printing Incoming Faxes and Notices _______________ System Requirements ___________________________ Overview of Installation and Configuration Procedures__ 1-2 1-3 1-3 1-3 1-4 1-5
FaxPress Xerox Interface Guide Overview This chapter describes: 1—2 • The features and functions of the FaxPress Xerox Interface. • How users can scan documents and send them as faxes over the local area network, via the FaxPress server. • How users can set up the Xerox machine to print out incoming faxes and fax notices.
Introducing the FaxPress Xerox Interface About the FaxPress Xerox Interface Castelle's FaxPress™ Xerox Interface provides a means for users of certain models of Xerox printer-scanners to scan printed documents and deposit the digital versions of these documents in a repository directory for subsequent faxing via the FaxPress server. Users can also print out faxes received via the FaxPress server on the Xerox machine, and print notifications for outgoing faxes on the Xerox system.
FaxPress Xerox Interface Guide System Requirements The FaxPress Xerox Interface is designed to run on a Local Area Network with the equipment shown in the Figure below. In order for the FaxPress Xerox Interface to function properly, the following system requirements must be met. • 1—4 The FaxPress server must be running software version 8.0 or later. Keep in mind that although the SBE series FaxPress servers running FaxPress 8.0 support the FaxPress Xerox Interface, they do not support email functions.
Introducing the FaxPress Xerox Interface • The Xerox WorkCentre Pro or Document Centre must be a model that supports the Xerox Server Fax Kit. • The FaxPress server must be configured in compliance with the requirements of your local telephone service provider. • The FaxPress Xerox Interface workstation must be running one of the following operating systems: Windows NT 4.
FaxPress Xerox Interface Guide 3. Configure the Server Fax Kit on each Xerox WorkCentre Pro. 4. Install and Configure the necessary Xerox print drivers. 5. Install the FaxPress Client software on the workstation that you intend to use for this FaxPress Xerox Interface, and create a FaxPress user for each WorkCentre Pro. 6. Install the FaxPress Xerox Interface software on the workstation. 7. Configure theFaxPress Xerox Interface software, using the FaxPress Xerox Interface Configuration utility.
Creating Fax Repository 2 What’s In This Chapter Overview ________________________________________ 2-2 Creating the Fax Repository Folder __________________ 2-3
FaxPress Xerox Interface Guide Overview This chapter describes: • 2—2 How to create a Fax Repository folder on a workstation that will be your FaxPress Xerox Interface host machine
Creating Fax Repository Creating the Fax Repository Folder Take the following steps to create the folder where all fax files that have been scanned on each Xerox WorkCentre Pro will be stored until they are sent out by the FaxPress server. 1. Open Windows Explorer on the workstation you plan to use as the FaxPress Xerox Interface machine. 2. Browse to the hard drive on which you plan to create the Fax Repository folder. This workstation and the hard drive should meet the System Requirements on page 1-4.
FaxPress Xerox Interface Guide 3. Right-click on a blank space in the window displaying the contents of your chosen hard drive, and select New>Folder, as shown below. 4. Give the folder a unique, meaningful name, such as XeroxDrop1 (if you have several Xerox WorkCentre Pro systems, create repository folders for each, with names such as XeroxDrop2, XeroxDrop3, etc.). 5. Right-click on the XeroxDrop1 folder and select the Properties option.
Creating Fax Repository 6. Click the Sharing tab. 7. Click the radio button for Share this folder, and enter a unique, meaningful Share name, such as XeroxDrop1. See the figure above. 8. Click OK to confirm these settings for the XeroxDrop1 folder. 9.
FaxPress Xerox Interface Guide 2—6
Configuring Server Fax Kit 3 What’s In This Chapter Overview ________________________________________ 3-2 Setting up the Server Fax Kit on Your Xerox System.
FaxPress Xerox Interface Guide Overview This chapter describes: • 3—2 How to set up the Server Fax Kit on your Xerox WorkCentre or Document Centre system.
Configuring Server Fax Kit Setting up the Server Fax Kit on Your Xerox System. After you have set up the Xerox WorkCentre or Document Centre system on your local network, assign the unit a static IP address. Then take the following steps to configure the Server Fax Kit for operation with the FaxPress server and the FaxPress Xerox Interface. 1. Open your Web browser on a workstation connected to the local network. 2.
FaxPress Xerox Interface Guide 3. Click on the Properties tab, then expand the Properties tree to reveal the Services and Fax folders, as in the figure below.
Configuring Server Fax Kit 4. Select the Fax Repository Setup item, as shown. A setup window will appear, as shown below. 5. From the Protocol pull-down menu, select SMB. this is the Windows share option. There are also options for TCP\IP (FTP), and Netware. 6. Click the IP Address radio button, then specify the IP address of the workstation on which you set up the fax repository in Creating the Fax Repository Folder on page 2-3. 7.
FaxPress Xerox Interface Guide 10. Click Apply. A login dialog box appears. 11. The User Name and Password of the account required for the Xerox system are entered in the appropriate text fields. By default, the User Name is admin and the password is 1111. Leave these fields at their default settings and click OK. After you have made these settings and installed and configured the FaxPress Xerox Interface as described in the next chapter, faxes will be routed to the fax repository folder.
Xerox Print Driver Setup 4 What’s In This Chapter Overview ________________________________________ 4-2 Installing Xerox Print Drivers _______________________ 4-3 Configuring the Xerox Print Driver__________________ 4-10 Setting up Paper Colors on the Xerox System _______ 4-13
FaxPress Xerox Interface Guide Overview This chapter describes: 4—2 • How to install printer drivers for printing on your Xerox system from the Faxpress Xerox Interface workstation and Faxpress user workstations. • How to configure the Xerox printer driver on the FaxPress Xerox Interface workstation and Faxpress user workstations. • How to set up the Xerox system to print incoming faxes and fax notices on different colors of paper.
Xerox Print Driver Setup Installing Xerox Print Drivers Use the following procedure to install the printer drivers for printing on your Xerox system on the FaxPress Xerox Interface workstation, and the workstations of all users who wish to print faxes, fax notifications, or other documents on the Xerox system. 1. Insert the Xerox CentreWare print and fax driver CD into the CDROM drive on your workstation. The CD will be labelled CentreWare 5.55 Print and Fax Drivers (version number will vary).
FaxPress Xerox Interface Guide 3. A set of installation options appears. 4. Click the Print & Fax Drivers option, as shown.
Xerox Print Driver Setup 5. A set of Print and Fax options appear. 6. Click Install Your Windows Print Driver.
FaxPress Xerox Interface Guide 7. The Printer Installation Utility screen appears. 8. Click on the appropriate language option.
Xerox Print Driver Setup 9. The Configuration tab appears. 10. Select your Xerox system from Select Printer pull-down menu. 11. Select the print driver for this printer from the Choose Driver pull-down menu.
FaxPress Xerox Interface Guide 12. Click the Connection button. The Connection dialog box opens. 13. Enter the IP address of the Xerox system, then click OK.
Xerox Print Driver Setup 14. The Configuration tab reappears. 15. Check the checkbox to the left of your printer in the list box, as shown. 16. Click the Install button to install the driver. To configure the installed driver, continue with the next section of this chapter.
FaxPress Xerox Interface Guide Configuring the Xerox Print Driver Take the following steps to configure the Xerox Print driver once you have installed it on the FaxPress Xerox Interface workstation or a user’s workstation. 1.
Xerox Print Driver Setup 2. The Printers window opens, displaying all available printers. 3. Right-click on the Xerox system icon and select Properties.
FaxPress Xerox Interface Guide 4. The Properties screen for the Xerox system appears. Click the Printing Preferences button to open the Preferences screen. 5. Typically, you can leave all the settings at their defaults. One exception; if you have enabled Network Accounting on your Xerox WorkCentre Pro, you must specify the default User ID and the System ID in the Device Settings tab (Accounting>Setup) of the printer driver properties. If your situation requires special settings, make them with caution.
Xerox Print Driver Setup Setting up Paper Colors on the Xerox System If you wish to use more than one paper color when printing with the FaxPress Xerox Interface - for example, one color for fax print-outs, and another color for fax notices - take the following steps. This procedure assumes that you have 2 trays with different colored paper in your Xerox system. Note: This procedure requires that the FaxPress Xerox Interface software be installed on your FaxPress Xerox Interface workstation.
FaxPress Xerox Interface Guide 6. The Printing Preferences screen opens. 7. Set the paper color for the driver as shown. Click OK in the Preferences screen, and OK in the Driver Properties screen. 8. Open the FaxPress Xerox Interface configuration utility, with the command Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration 9. In the User Map tab, select a user, for example, Xerox1, then click the Edit button.
Xerox Print Driver Setup have installed the FaxPress Xerox Interface software. See Chapter 5 "Installing the FaxPress Xerox Interface" for details. 10. In the User to Email address Mapping dialog box you can set up each printer setting for Print Incoming fax and Print outgoing fax notification with a different print driver. 11. To set the RED driver for Incoming faxes, click the Printer Setting button for Print Incoming fax.
FaxPress Xerox Interface Guide 4—16
Installing the FaxPress Xerox Interface 5 What’s In This Chapter Overview ________________________________________ 5-2 Installing the FaxPress Client Software_______________ 5-3 Creating FaxPress Users for Each Fax Repository _____ 5-3 Installing the FaxPress Xerox Interface Software_______ 5-4 Accessing the FaxPress Xerox Interface Configuration Utility5-21
FaxPress Xerox Interface Guide Overview This chapter describes: 5—2 • How to install the Client software on the Windows workstation you intend to use for the FaxPress Xerox Interface. • How to create FaxPress Users for each Fax Repository on your FaxPress Xerox Interface workstation • How to Install the FaxPress Xerox Interface software on the Windows workstation you intend to use for the FaxPress Xerox Interface.
Installing the FaxPress Xerox Interface Installing the FaxPress Client Software The procedures in this section assume that you have met the requirements listed in System Requirements on page 1-4. Before you can install the FaxPress Xerox Interface software, you must have the FaxPress Client installed on the Windows workstation you intend to use as your FaxPress Xerox Interface. See your FaxPress Administrator’s Guide for Client software installation details.
FaxPress Xerox Interface Guide Installing the FaxPress Xerox Interface Software The procedures in this section assume that you have met the requirements listed in System Requirements on page 1-4, and that you have created a Fax Repository folder for each Xerox WorkCentre Pro on your system, as described in Creating the Fax Repository Folder on page 2-3. Take the following steps to install the FaxPress Xerox Interface software. 1.
Installing the FaxPress Xerox Interface 5. Double-click the Setup.exe file. The welcome screen for the InstallShield Wizard appears, as shown below. 6. Click Next.
FaxPress Xerox Interface Guide 7. The Destination Location screen appears. The Exchange Connector will be installed by default to C:\Program Files\Castelle\FaxPress\Xerox Interface directory. 8. Click Browse to change this location or Next> to accept the default location and continue.
Installing the FaxPress Xerox Interface 9. The User Information screen appears. 10. Enter the User Name and Password for a FaxPress user with Supervisor privileges who is also an authenticated user with Administrator privileges on the FaxPress Xerox Interface workstation. For simplicity, the name ’supervisor’ is used in the example above. You do not need to enter the Domain of this user, since the user is authenticated on the FaxPress Xerox Interface workstation. 11.
FaxPress Xerox Interface Guide 12. The InstallShield installs the software, then the Complete screen appears. 13. Click Finish. 14. The FaxPress Xerox Interface Configuration screen appears. Continue with your setup of the FaxPress Xerox Interface, following the procedure in the next section of this chapter.
Installing the FaxPress Xerox Interface Configuring the FaxPress Xerox Interface Use the following procedure to configure your FaxPress Xerox Interface. You will already be in the FaxPress Xerox Interface Configuration screen if you have just finished installing the FaxPress Xerox Interface software on the workstation you are using for it.
FaxPress Xerox Interface Guide Xerox system users on the FaxPress server. Email and Trace Tool settings are also provided, for administrative purposes. 2. In the FaxPress tab, click the Add button to add your FaxPress server to the lists of Incoming and Outgoing FaxPress Servers. If there are several FaxPress servers available, and you want to use more than one for the FaxPress Xerox Interface, add all servers you intend to use.
Installing the FaxPress Xerox Interface 3. The FaxPress Server selection dialog box appears, displaying a list of available servers. 4. Select a server (or servers) in the list that is running version 8.0 or later FaxPress software, and enter the user name and password for the FaxPress supervisor for this server. Click OK when you are satisfied with your entries. The FaxPress tab appears again, with the added server listed in both Incoming and Outgoing FaxPress servers lists. 5.
FaxPress Xerox Interface Guide 7. Click the Repository tab. 8. Click Add to specify a fax repository folder.
Installing the FaxPress Xerox Interface 9. The Repository Folder Data dialog box appears. 10. Browse to and select the fax repository folder you have created on the FaxPress Xerox Interface workstation. For details on this folder, see Creating the Fax Repository Folder on page 2-3. 11. Enter the User Name and Password of an authenticated user on the workstation, so the FaxPress Xerox Interface can connect to the fax repository folder. In the example above, the Administrator account name was used. 12.
FaxPress Xerox Interface Guide (Start>Programs>FaxPress>Faxmain) then log in to the FaxPress server, right-click on it and choose Properties, then select the Line Settings tab, and in the Routing Type section, click the Assign Line to User radio button and select the default repository user (such as Xerox1) from the pull-down user menu. 13. Click OK when you have entered the settings you want. The Repository tab appears again, with the repository information listed.
Installing the FaxPress Xerox Interface 14. Click the Incoming_outgoing faxes tab. 15. Make the settings you want for the Received Fax Notification choices. If you choose to notify the recipient by email you can choose to Attach the fax to the email notice, and then choose the format for the attached fax from the radio buttons on the right. You can also choose to Delete the incoming fax after the notice (and attached fax) are emailed.
FaxPress Xerox Interface Guide interval. Typically, you will want notifications to be sent for both successful and failed faxes, and you will want to leave the checkboxes for deleting failed faxes, and NOT sending cover pages unchecked, as shown. 17. When you have made the settings you want, click the Email tab. 18. Enter your Email server’s IP address if you want email notifications concerning faxes to be sent from the FaxPress Xerox Interface.
Installing the FaxPress Xerox Interface 19. When you have made the email settings you want, click the User Map tab. 20. Leave the Auto Registration checkbox checked (the default), and the starting ID at ’1’. Click Add to add user mappings to the list. 21. In the FaxPress User to Email Address Mapping dialog box, you can map a Xerox User to a FaxPress User Name.
FaxPress Xerox Interface Guide Fax Repository user for each Fax Repository, and the FaxPress User Name must be the same as the Xerox User name in each case. 23. After mapping the user, you can enter their 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. 24.
Installing the FaxPress Xerox Interface 25. To set up the user for receiving print-outs of incoming faxes, check the Print Incoming fax checkbox, then click the Printer Setting button. 26. In the Printer dialog box, select the printer from the pull-down menu; typically, you will choose the Xerox system, as in the figure below. 27. Select the Paper Source, Paper Size, and Binding settings that are the defaults for the printer, then click OK.
FaxPress Xerox Interface Guide 31. In the Trace Tool tab, you can check the Trace to file checkbox to log traces of fax transactions. 32. Enter a complete filename for the trace file, and a maximum size, then enter a path to the location for Xerox Temp files. 33. When you have completed all configuration settings for the FaxPress Xerox Interface, click the OK button. 34.
Installing the FaxPress Xerox Interface Accessing the FaxPress Xerox Interface Configuration Utility To access the FaxPress Xerox Interface Configuration utility if you have exited the installation/configuration program, use the command: Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration as shown in the figure below.
FaxPress Xerox Interface Guide 5—22
Index A N administrator account fax repository 3-5 Xerox interface 5-7 attached faxes 5-15 Auto Registration, of users network server, as machine 2-3 notices 1-3 notification received faxes 5-15 notifications 5-16 5-17 C cover pages 5-16 CPU speed, requirement O operating system, required for Xerox interface 1-5 1-5 E P email notice 5-15 email notifications 5-16 F fax email notificaton 5-16 notifications 1-3 Fax Repository creating 1-5 setup 3-5 Share name 2-5, 3-5 FaxPress server selection for X
FaxPress Xerox Interface Guide T testing Xerox Interface 5-20 testing, Xerox interface system Trace Tool 5-20 1-6 U User Map 5-17 user mapping 5-17 X Xerox Interface software accessing configuration utility 521 configuration 1-6, 5-9 destination location 5-6 installation file 5-4 Xerox Interface workstation 1-6, 2-3, 3-5, 5-4, 5-7 Xerox print drivers configuration 1-6 installation 1-6 Xerox Server Fax Kit configuration 1-5 requirement 1-4 XeroxDrop 2-4 XSM folder 3-6 IX—2
