FaxPress The Integrated Network Fax Server Administrator & Users’ Guide
IMPORTANT NOTICE ©2003, Castelle. All Rights Reserved. Part No. 61-1226-001 rev B. This material is protected by international copyright laws. Reproduction in any form is prohibited without permission. FaxPress, the FaxPress logo, Faxmain, FaxTray, Castelle and the Castelle logo are registered trademarks of Castelle. Novell, Netware,and NDS are registered trademarks of Novell, Inc.
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Contents FaxPress Administrator’s Guide Introducing the FaxPress _______________________ 1-1 About the FaxPress Network Fax Servers ____________________________________ 1-2 FaxPress Server Models and Specifications ___________________________________ 1-4 FaxPress SBE ________________________________________________________ 1-4 FaxPress 2500 ________________________________________________________ 1-4 FaxPress 5000 ________________________________________________________ 1-4 FaxPress 7000 __________________
Installing the Client____________________________ 3-1 Overview _______________________________________________________________ 3-2 Installing the Administrator Client __________________________________________ 3-3 Creating a Remote Installation ____________________________________________ 3-10 Installing the FaxPress Users’ Client _______________________________________ 3-13 Installing the FaxPress Client on Microsoft Windows Terminal Server ___________ 3-20 About Windows Terminal Server, Citrix MetaFrame,
Selecting User Authorization____________________________________________ Enable Single Sign On_________________________________________________ Viewing Server Information ______________________________________________ Load Sharing ___________________________________________________________ Load Sharing Requirements ____________________________________________ Automatic Routing: PBX and FaxPress Integration ___________________________ 5-38 5-40 5-45 5-47 5-47 5-49 Administrator Utilities __________________
Configuring Delivery Options for Outgoing Faxes ___________________________ Configuring Fax Receipt Parameters ______________________________________ Configuring a User Printer ______________________________________________ Archive Settings ______________________________________________________ Network Details ______________________________________________________ 7-22 7-24 7-25 7-30 7-32 Administering FaxPress________________________ 8-1 Overview __________________________________________________________
Select Mode ________________________________________________________ Select Database _____________________________________________________ Continue Configuring FaxPress Archive__________________________________ Starting Archive Services ________________________________________________ Updating FaxPress Archive ______________________________________________ Changing the Archive Database ________________________________________ Updating the Configuration ____________________________________________ Managing A
Sending Faxes from Faxmain______________________________________________ 12-8 Addressing the Fax___________________________________________________ 12-10 Attaching Files ______________________________________________________ 12-12 Specifying Delivery Options ___________________________________________ 12-15 Sending the Fax _____________________________________________________ 12-16 Choosing Recipients from Your Phone Books _____________________________ 12-16 Adding New Recipient ____________________________
Setting Personal Preferences ___________________ 14-1 Overview ______________________________________________________________ 14-2 Setting Personal File Storage Location ______________________________________ 14-3 Setting General Options __________________________________________________ 14-5 Selecting Viewer Application ______________________________________________ 14-7 Setting Default Phone Books ______________________________________________ 14-8 Setting Startup Options _________________________________
Overview ___________________________________________________________ 18-3 Create a Cover Page Master_____________________________________________ 18-3 Importing Graphics ___________________________________________________ 18-6 Add Substitution Variables _____________________________________________ 18-7 Save Cover Page Master ______________________________________________ 18-11 Use European Characters ______________________________________________ 18-11 Downloading the Cover Page to the FaxPress Server ____
Merging Faxes _______________________________ 21-1 Overview ______________________________________________________________ 21-2 Preparing for Installation ________________________________________________ 21-3 ODBC Drivers _______________________________________________________ 21-3 Installing FaxMerge _____________________________________________________ 21-4 Uninstall Mail Merge__________________________________________________ 21-5 Creating a Main Document _______________________________________________ 2
B Appendix _________________________________ B-1 Troubleshooting _____________________________________________________ B-1 C Appendix _________________________________ D-1 Server Directory Tree ________________________________________________ D-1 D Appendix _________________________________ E-1 Agency Compliance __________________________________________________ E-1 E Appendix _________________________________ F-1 The FaxPress 7500-DID and E&M_______________________________________ F-1 Index __________
Part 1 FaxPress Administrator’s Guide
FaxPress Administrator’s Guide
Introducing the FaxPress 1 What’s In This Chapter About the FaxPress Network Fax Servers .................................................... 1-2 FaxPress Server Models and Specifications.................................................. 1-4 FaxPress SBE............................................................................................. 1-4 FaxPress 2500 ............................................................................................ 1-4 FaxPress 5000 .................................
FaxPress User’s Guide About the FaxPress Network Fax Servers Castelle's FaxPress network fax servers offer a variety of easy-to-use, economical approaches to network faxing in one reliable server appliance. A complete hardware and software solution, FaxPress requires only 40 MB of disk space for file storage on an existing server or workstation.
About the FaxPress Network Fax Servers Introducing the FaxPress and print queues stored on the network file server, monitors and manages the modems, rasterizes outgoing faxes, and sends incoming faxes to the database. FaxPress comes with a fully functional Windows-based administration utility – FaxMain. FaxMain can be used both to manage FaxPress users and administer FaxPress units, as well as send and receive faxes.
FaxPress User’s Guide FaxPress Server Models and Specifications The FaxPress product line ranges from a single line FaxPress SBE for the small office to the 8-line FaxPress 7500 for high volume fax traffic. All FaxPress server models are designed for NT and NetWare network environments. The units can be configured to support TCP/IP protocol for NT environments and IPX/SPX protocol for NetWare environments.
FaxPress Server Models and Specifications Introducing the FaxPress FaxPress 7000 The FaxPress 7000 is designed for medium-to-heavy fax traffic. It is a rackmountable device. The FaxPress 7000 features a Motorola ColdFire CPU 5102 for network interface and file format conversion and one Motorola ColdFire CPU 5102 for every four fax modems. The network interface is Ethernet 10/100 BaseT. The memory consists of 32 MBDRAM and 0.5 MB Flash ROM for the firmware.
FaxPress User’s Guide FAXPRESS SBE FUNCTION/FEATURE Recommended Number of Users 5 - 50 FAXPRESS 5000 FAXPRESS 2500 5 - 100 5 - 500 FAXPRESS 7000 5 - 500 FAXPRESS 7500 5 - 500 Memory Configuration 8MB 8MB 32 MB 32MB 32 MB Network Topology Ethernet Ethernet Ethernet Ethernet Ethernet Network Speed 10/100BaseT auto-selection 10/100BaseT auto-selection 10/100BaseT auto-selection 10/100BaseT auto-selection 10/100BaseT auto-selection Email Integration Not Included Standard Standard
FaxPress Server Models and Specifications FUNCTION/FEATURE FAXPRESS SBE FAXPRESS 2500 Introducing the FaxPress FAXPRESS 5000 FAXPRESS 7000 FAXPRESS 7500 Maximum power 9 Watts 9 Watts 40 Watts 40 Watts 40 Watts Height 1.5” 2.2” 3.12” 3.5” 3.5” Width 8.95” 8.95” 12” 16.7” 16.7” Depth 6.1” 6.4” 12” 13.9” 13.9” Weight 1.15 lbs 1.26 lbs 10 lbs 6.80 lbs 10.
FaxPress User’s Guide Package Contents The FaxPress shipment contains: • An SBE, 2500, 5000, 7000 or 7500 FaxPress fax server • A Castelle FaxPress 7.0 CD-ROM • A power cable • A printed FaxPress Administrator and Users’ Guide and a FaxPress Email Gateways Administrator and Users’ Guide. Note: 1—8 The FaxPress SBE comes with the FaxPress Administrator and Users’ Guide only. The SBE does not support email integration.
About the Castelle FaxPress 7.0 CD-ROM Introducing the FaxPress About the Castelle FaxPress 7.0 CD-ROM The Castelle FaxPress 7.0 CD-ROM provides: • FaxPress 7.0 server software (see Chapter 2, "Installing the Server") • FaxPress 7.0 administrator client software (see Chapter 3, "Installing the Client") • FaxPress 7.
FaxPress User’s Guide Documentation Printed Documentation New unit purchases of a 2500, 5000, 7000 or 7500 FaxPress fax server come with two printed manuals: • A FaxPress Administrator and Users' Guide • A FaxPress Email Gateways Administrator and Users' Guide The above FaxPress units support a variety of email integration options available with the FaxPress 7.0 software, including the Outlook Direct, Exchange Connector, Lotus Notes, and SMTP Gateways.
Castelle Resources Introducing the FaxPress Castelle Resources Castelle Corporate Headquarters 855 Jarvis Drive Morgan Hill, CA 95037 www.castelle.com Castelle North America Toll Free: +1(800) 289-7555 Fax: +1(408) 852-8100 Email: sales@castelle.com Castelle International Sales Phone: +1 (408) 852-8000 Technical Support To qualify for technical support, your Castelle product must be registered with Castelle. Visit Castelle's Customer Services web page at: http://www.castelle.
FaxPress User’s Guide • The version number of the network software you are using (e.g., NetWare 3.12). • The network topology (e.g., Ethernet). • The name and version numbers of the email system and clients you are using. • A description of the problem or its symptoms. Web Site The Castelle web site, http://www.castelle.com, provides a point of departure for a variety of information. Information regarding the following topics is available at http://www.castelle.
Installing the Server 2 What’s In This Chapter Overview .......................................................................................................... 2-2 Installing FaxPress Server Hardware ........................................................... 2-3 Attaching the FaxPress Server to your Network........................................ 2-3 LED Indicators ........................................................................................... 2-4 Installing the FaxPress Server Software ..
FaxPress Administrator’s Guide Overview This chapter describes: 2—2 • How to connect the FaxPress hardware to the network. • How to install the FaxPress server software from the CD-ROM. • How to enable the FaxPress 7.0 Product Activation Key.
Installing FaxPress Server Hardware Installing the Server Installing FaxPress Server Hardware Each FaxPress server contains all of the hardware required to concentrate network faxing into a single location: • 10/100BASE-T network interface connections • 14.4k bps fax modem with configurable fax line connections • Intelligent microprocessor • Serial and parallel printer ports Attaching the FaxPress Server to your Network To attach the FaxPress server to your network, follow these steps: 1.
FaxPress Administrator’s Guide When the unit is powered on, the red and green LEDs flash through a power-on sequence for about 15 seconds. The red LED remains illuminated after the sequence completes. This indicates that the FaxPress server is functional but is not communicating with the network. Install the FaxPress server software to establish network communication.
Installing the FaxPress Server Software Installing the Server Installing the FaxPress Server Software FaxPress 7.0 Product Activation Key The FaxPress server's FaxPress 7.0 software must be activated with a Product Activation Key, determined by your FaxPress unit's serial number, to enable the FaxPress 7.0 software and any associated FaxPress email gateways to function. The FaxPress 7.
FaxPress Administrator’s Guide To use the FaxMain utility to access Castelle's Activation Key request page and obtain your Product Activation Key, follow these steps: 1. Go to FaxMain's Product Activation Key directory, (Start>Programs> FaxPress>FaxMain), then double-click on FaxPress 7.0 from the Product Name entries on the right. 2.
Installing the FaxPress Server Software Installing the Server SERVER OPERATING SYSTEM 1= WINDOWS VERSION 1N OVELL 95 x 98/ME x 4NT/2000/XP x 2NT/2000 398/ME CASTELLE STORAGE SERVER x x x x x supports Novell Bindery Mode, NDS and Netware 5.x Pure IP installations. 2 = NT 4.0 Workstation and Windows 2000 Professional can be used as the file server. 3 = File sharing must be enabled. Recommended only for one or two line FaxPress units.
FaxPress Administrator’s Guide Before installing, please confirm: 1. You have administrator privileges on the Windows workstation used to run the FaxPress server software setup, as well as the Windows workstation or server being used to host the FaxPress – i.e. the target file server – if the two are different. 2. TCP/IP is installed and configured on the workstation. 3. All Windows programs are closed. 4. All anti-virus software is disabled.
Installing the FaxPress Server Software Installing the Server 2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from your CD ROM drive. The Castelle FaxPress Setup screen will be displayed. 3. Click Install FaxPress to begin in the installation process. The FaxPress Project Setup will prepare the InstallShield® Wizard to guide you through the rest of the installation process. When it is complete the Welcome Screen will be displayed on your screen.
FaxPress Administrator’s Guide 4. In the Select Installation, click the Administrator Installation button to install the FaxPress server software. Note: 2—10 If the FaxPress client has previously been installed on the workstation you will be prompted with an additional screenshot to either “Install FaxPress Server, or its Add on Products. . ." or "To uninstall the existing FaxPress client". Choose the first option, "To install the FaxPress Server. . .
Installing the FaxPress Server Software Installing the Server 5. To install the FaxPress server, click on the Install FaxPress Server button in the Select Component installation screen. 6. The next installation screen requires you to choose the kind of network system you want to install the FaxPress server on. Setup will detect whether the workstation you’re on is running Windows 98/Windows ME, or Windows 2000/Windows NT: If you’re using Windows 98/ME this setup screen will appear.
FaxPress Administrator’s Guide If you’re using Windows 2000, XP or NT, this setup screen will appear. Select the Windows NT/2000/XP (TCP/IP) button. 7. 2—12 This XP warning screen will appear, instructing you to read the “Configuring XP for the FaxPress” tech note. This information is also provided in "Configuring Windows XP for the FaxPress" on page 2-19.
Installing the FaxPress Server Software Installing the Server 8. The Castelle FaxPress Server Installation on Windows NT/2000/XP screen requires you to click Next>. 9. All shareable drives on your workstation will be displayed in the Select Installation Drive screen. Highlight the drive you want to use as your FaxPress file server and click Next>.
FaxPress Administrator’s Guide Note: If the shared drive you are using is NTFS, the FaxPress server and the FaxPress client workstations must have full access permission. 10. Enter the FaxPress server serial number in the next installation dialog box, then click Next>. The serial number is on the bottom of the FaxPress unit. 11. To customize your installation directory location, specify the directory name in the next screen. Only the root direct path can be changed.
Installing the FaxPress Server Software Installing the Server 12. The FaxPress server name dialog box requires a name for the FaxPress server. This name identifies the FaxPress in the Login dialog box. The factory default name is the FaxPress serial number. The new name may be up to 46 characters including the dash, period and underscore. Do not use the spacebar. Click Continue to display the IP address installation screen. 13. Enter a valid, unique IP address for the FaxPress server.
FaxPress Administrator’s Guide 14. If the FaxPress communicates only with other devices connected to the current network segment, leave the edit box blank. If the FaxPress needs to communicate across network segments, enter the Gateway IP Address of the segment to which the FaxPress is connected. Click Next>. 15. The Summary information will be displayed. Verify the parameters you selected. If a parameter is incorrect, select Back.
Installing the FaxPress Server Software Installing the Server 16. The FaxPress installation program will now copy all the server software to your file server. 17. A Product Activation Key, determined by your FaxPress unit's serial number, is required to use the FaxPress 7.0 software. Click the Obtain key from web button to retrieve the 13-digit key, enter the key, including all hyphens and excluding spaces, then click Continue. Select Skip to enter the key at a later time.
FaxPress Administrator’s Guide 18. This Warning messsage will only appear if setup attempts to login to the FaxPress server, and finds that the FaxPress unit is unavailable. Verify that the FaxPress unit is operational, and reboot it if necessary. This message does not indicate any error in the FaxPress server software installation. Note: In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning message may be displayed erroneously.
Installing the FaxPress Server Software Installing the Server 20. When the completion message is displayed, click OK to finish the FaxPress Server software installation. The server bootup process will first set the new TCP/IP address, then sequence your FaxPress server. At the completion, the Alert light should be turned off and your FaxPress server will return to normal status. This may take a few minutes. This completes the server setup for Windows NT/2000.
FaxPress Administrator’s Guide 2. With the Sharing tab selected, check Allow network users to change my files in the Network sharing and security section. Click Apply, then OK. 3. Reboot the FaxPress. Installing on NetWare NDS (IPX/SPX) Server The FaxPress server software may be installed on a Novell network from either a Windows 98/ME, NT, XP or 2000 workstation. The installation software uses the IPX protocol to locate the FaxPress server on the network.
Installing the FaxPress Server Software Installing the Server • You need to be logged in to NDS with administrator privileges to the context where you are installing to. (Castelle installs its directory under the Volume. Make sure you have NDS administrator privileges to this location.) • Using NDS Manager, please verify that the Master File Server you are trying to install on has a read\write replica to the root.
FaxPress Administrator’s Guide 1. Log onto the NDS tree and file server with supervisor privileges, then place the Castelle CD-ROM in the drive. The autorun program will launch the Castelle FaxPress Setup screen. Click Install FaxPress. 2. The FaxPress 7.0 Project Setup launch the InstallShield® Wizard. The Welcome Screen will be displayed on your screen. Click Next> to continue.
Installing the FaxPress Server Software Installing the Server 3. In the Select Type of Installation screen, select the Administrator Installation button. 4. In the Select Component screen, select Install FaxPress Server.
FaxPress Administrator’s Guide 2—24 5. Select Novell Netware. 6. In the Select Network screen, select the Netware NDS (IPX/SPX) button.
Installing the FaxPress Server Software 7. Installing the Server The FaxPress Novell NDS Installation Welcome screen is displayed. Click Next>. 8. Enter the FaxPress server serial number. The serial number is located on the bottom of the FaxPress unit. Setup requires the serial number to locate the FaxPress server on the network.
FaxPress Administrator’s Guide 9. Select the context that allows you to access the volume in which you want to install the FaxPress software, then click Next>. 10. Select a volume in which to install the software. Click Next>. Note: 2—26 Listings prefixed with + are context names. Selecting a context name and clicking on Next> or double-clicking on the name causes the program to display the volumes that are available in the context and other contexts that can be accessed through the context.
Installing the FaxPress Server Software Installing the Server 11. Enter a path for the server files. The files will be installed at the location you specify. You can alter the default path, but you must retain \castelle at the end of the statement. You cannot change the (mapped) drive letter. Select Continue. 12. Enter a name for the FaxPress server. This name identifies the FaxPress in the Login dialog box. The factory default name is the FaxPress serial number.
FaxPress Administrator’s Guide 13. The summary table lists the parameters you have chosen for the FaxPress server. Review the entries. If any parameter is incorrect, select Back to return to the first parameter dialog box, and re-enter the parameters. If the entries are correct, select Next>. 14. Setup will now begin copying files.
Installing the FaxPress Server Software Installing the Server 15. A Product Activation Key, determined by your FaxPress unit's serial number, is required to use the FaxPress 7.0 software. Click the Obtain key from web button to retrieve the 13-digit key, enter the key, and click Continue. Select Skip to enter the key at a later time. Selecting Skip will enable the FaxPress 7.0 software for a 30-day period only.
FaxPress Administrator’s Guide Note: In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning message may be displayed erroneously. If you suspect this is the case, check the FaxPress server LED status, then try logging into the FaxPress from a client before rebooting. 17. This Warning message will appear if you select to skip the Product Activation Key process. 18.
Installing the FaxPress Server Software Installing the Server 20. The last thing the installation program does is create an NDS default printer queue. Add this to the appropriate driver to create a default printer for your FaxPress users. This completes the server setup. You must install the FaxPress client software on a workstation to configure your FaxPress and to set up user mailboxes. For instructions on the client setup, refer to "Installing the Client" on page 3-1.
FaxPress Administrator’s Guide If you run into any problems, please refer to the Troubleshooting Netware Installations Tech note on our web site at: http://www.castelle.com/support/faxpress/default.htm Prior to installing the FaxPress server software on a Novell Netware 5 or 6 NDS server, please confirm the following: 1. You have administrator privileges on the workstation used to install the FaxPress server software. 2.
Installing the FaxPress Server Software Installing the Server 2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from your CD ROM drive. The Castelle FaxPress Setup screen will be displayed. 3. Click Install FaxPress to begin in the installation process. The FaxPress Project Setup will prepare the InstallShield® Wizard to guide you through the rest of the installation process. This may take a few moments.
FaxPress Administrator’s Guide 4. The next screen displayed is entitled Select Type of Installation. In this screen you must select the type of installation you want to perform. To install the server, you must click on the Administrator Installation button. 5. 2—34 To install the FaxPress server, click on the Install FaxPress Server button in the Select Component installation screen.
Installing the FaxPress Server Software Installing the Server 6. Select Novell Netware. 7. In the Select Network installation screen, select NetWare 5/6 NDS (Pure IP).
FaxPress Administrator’s Guide 8. At the FaxPress Netware Installation Welcome screen, click Next>. 9. Enter the FaxPress server serial number. The serial number can be found on the bottom of the FaxPress unit. The installation program requires the serial number to locate the FaxPress server on the network. Be sure to use the correct serial number. Click Continue.
Installing the FaxPress Server Software Installing the Server 10. The FaxPress Setup dialog box for selecting the context appears. Select the context that allows you to access the volume in which you want to install the FaxPress software. Click Done when you are finished. 11. Select a volume in which to install the software. Click Continue. Note: Listings prefixed with + are context names.
FaxPress Administrator’s Guide 12. If setup detects that the file server supports both IPX/SPX and Pure IP, the following window will appear. 13. Enter a path for the server files. The files will be installed at the location you specify. You can alter the default path, but you must retain \castelle at the end of the statement. The (mapped) drive letter must not be changed. 14. Enter a name for the FaxPress server.
Installing the FaxPress Server Software Installing the Server 15. In IP mode, the FaxPress unit requires a static IP address. Enter a static IP address, then click Next>. 16. If the FaxPress communicates only with other devices connected to the current network segment, leave the edit box blank. If the FaxPress needs to communicate across network segments, enter the Gateway IP Address of the segment to which the FaxPress is connected. Click Next>..
FaxPress Administrator’s Guide 17. The summary table lists the parameters you have chosen for the FaxPress server. Review the entries. 18. If any parameter is incorrect, select Back to return to the first parameter dialog box, and re-enter the parameters. If the entries are correct, select Next>. 19. A Product Activation Key, determined by your FaxPress unit's serial number, is required to use the FaxPress 7.0 software.
Installing the FaxPress Server Software Installing the Server Continue. Select Skip to enter the key at a later time. Selecting Skip will enble the FaxPress 7.0 software for a 30-day period only. If you select Skip, the Product Activation Key code may be also obtained from the Activation Key Request page on the Castelle web site, at http://www.castelle.com/cgi-bin/fp7keycode.pl, then entered in Faxmain's Product Activation Key directory (Start>Programs>FaxPress>Faxmain.) Double-click on FaxPress 7.
FaxPress Administrator’s Guide Note: In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning message may be displayed erroneously. If you suspect this is the case, check the FaxPress server LED status, then try logging into the FaxPress from a client before rebooting. 21. This Warning message will appear if you select to skip the Product Activation Key process. 22.
Installing the FaxPress Server Software Installing the Server 23. The program will load the FaxPress server software and configure and reset the FaxPress server. 24. Setup creates an NDS default printer queue as the last step of the installation. Click OK. Add this to the appropriate driver to create a default printer for your FaxPress users. This completes the server setup. The FaxPress client software must be installed on a workstation to configure the FaxPress for use with your NetWare NDS server.
FaxPress Administrator’s Guide • The client PC must be a 32 bit Windows platform: 95/98/NT 4.0/NT2000* • Novell client 32 needs to be installed on the PC you are installing from. • You need to be logged in to this File Server with administrator privileges. (Please make sure you have administrator privileges on this file server - not only administrator privileges on the PC you are installing from.
Installing the FaxPress Server Software Installing the Server 4. Click Install FaxPress to begin the installation. The FaxPress 7.0 Project Setup will prepare the InstallShield® Wizard to guide you through the rest of the installation process. 5. The Welcome Screen will be displayed on your screen. Click Next> to continue.
FaxPress Administrator’s Guide 6. The next screen displayed is entitled Select Type of Installation. In this screen you must select the type of installation you want to perform. To install the server, you must click on the Administrator Installation button. 7. 2—46 To install the FaxPress server, click on the Install FaxPress Server button in the Select Component installation screen.
Installing the FaxPress Server Software Installing the Server 8. Select the Novell Netware button. 9. The Select Network screen requires you to select the Netware Bindery (IPX/SPX) button.
FaxPress Administrator’s Guide 10. The FaxPress Novell Installation Welcome screen is displayed. Click Continue. 11. Enter the FaxPress server serial number. The serial number can be found on the bottom of the FaxPress unit. The installation program requires the serial number to locate the FaxPress server on the network. Be sure to use the correct serial number. Click Continue.
Installing the FaxPress Server Software Installing the Server 12. Select the Novell file server for the FaxPress from the file server list. Select the server where you want to install the FaxPress software. Click Next> when you are finished. 13. The available volumes on the selected server will be displayed in the next screen.
FaxPress Administrator’s Guide 14. Enter a path for the server files. The files will be installed at the location you specify. You can alter the default path, but you must retain \castelle\ at the end of the statement. You cannot change the (mapped) drive letter. Select Continue. 15. Enter a name for the FaxPress server. This name identifies the FaxPress in the Login dialog box. The factory default name is the FaxPress serial number.
Installing the FaxPress Server Software Installing the Server existing data. Refer to http://www.castelle.com/products/faxpress/software.htm for more information regarding upgrades. 16. The summary table lists the parameters you have chosen for the FaxPress server. If any parameter is incorrect, select Back to return to the first parameter dialog box, and re-enter the parameters. If the entries are correct, select Next>.
FaxPress Administrator’s Guide 17. A Product Activation Key, determined by your FaxPress unit's serial number, is required to use the FaxPress 7.0 software. Click the Obtain key from web button to retrieve the 13-digit key, enter the key, an click Continue. Select Skip to enter the key at a later time. Selecting Skip will enable the FaxPress 7.0 software for a 30-day period only.
Installing the FaxPress Server Software Note: Installing the Server In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning message may be displayed erroneously. If you suspect this is the case, check the FaxPress server LED status, then try logging into the FaxPress from a client before rebooting. 19. This Warning message will appear if you select to skip the Product Activation Key process. 20.
FaxPress Administrator’s Guide 21. The program will load the FaxPress server software and configure and reset the FaxPress server. Click OK. 22. The last thing the installation program does is create a NDS default printer queue. Add this to the appropriate driver to create a default printer for your FaxPress users. This completes the server setup. You must install the FaxPress client software on a workstation to configure your FaxPress and to set up user mailboxes.
Installing the FaxPress Server Software Note: Installing the Server You must log on with system administrator privileges to install the FaxPress server software. 2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from your CD ROM drive. The Castelle FaxPress Setup screen will be displayed. If Autorun is disabled on your machine, and setup does not launch automatically, run CD-Drive-Letter:\AutoRun.exe 3. Click Install FaxPress to begin in the installation process.
FaxPress Administrator’s Guide the rest of the installation process. When it is complete the Welcome Screen will be displayed on your screen. Click Next> 4. 2—56 In the Select Installation screen click the Administrator Installation button to install the FaxPress server software.
Installing the FaxPress Server Software Installing the Server 5. To install the FaxPress server, click on the Install FaxPress Server button in the Select Component installation screen. 6. Select Castelle Storage Server.
FaxPress Administrator’s Guide 2—58 7. The Storage Server Welcome screen requires you to click Next>. 8. Setup now searches the network for an available Storage Server. 9. Select the Storage Server to use for installing the FaxPress. Click Next>.
Installing the FaxPress Server Software Installing the Server 10. Enter the FaxPress server serial number in the next installation dialog box, then click Next>. The serial number is on the bottom of the FaxPress unit. 11. To customize your installation directory location, specify the directory name in the next screen.Only the root direct path can be changed. The tail path must be ~\Castelle\[Serial_Number], where [Serial_Number] is the number entered in step 10 above. Click Next>.
FaxPress Administrator’s Guide 12. The FaxPress server name dialog box requires a name for the FaxPress server. This name identifies the FaxPress in the Login dialog box. The factory default name is the FaxPress serial number. The new name may be up to 46 characters including the dash, period and underscore. Do not use the spacebar. Click Continue to display the IP address installation screen.
Installing the FaxPress Server Software Installing the Server 13. Enter a valid, unique IP address for the FaxPress server. The IP address must be valid in the segment to which the FaxPress is currently connected. If you want to move the FaxPress to another location following installation, you must reconfigure the IP address after the installation completes and before you move the unit. The new IP address must be valid in the segment to which you are moving the FaxPress.
FaxPress Administrator’s Guide 15. The Summary information will be displayed. Verify the parameters you selected. If a parameter is incorrect, select Back. The Back button restarts the process with the selection of the drive partition. If everything is correct, select Continue. The program will copy the files to the network file server, configure the FaxPress and reset the FaxPress. 16. The FaxPress installation program will now copy all the server software to your file server. 17.
Installing the FaxPress Server Software Installing the Server Continue. Select Skip to enter the key at a later time. Selecting Skip will enble the FaxPress 7.0 software for a 30-day period only. If you select Skip, the Product Activation Key code may be also obtained from the Activation Key Request page on the Castelle web site, at http://www.castelle.com/cgi-bin/fp7keycode.pl, then entered in Faxmain's Product Activation Key directory (Start>Programs>FaxPress>Faxmain.) Double-click on FaxPress 7.
FaxPress Administrator’s Guide Note: In some cases, if the FaxPress takes longer than usual to (come up)respond??, the(if setup takes longer than usual to log in to the FaxPress, thhe above Warning message may be being displayed erroneously. If you suspect this is the case, check the FaxPress server LED status, then try logging into the FaxPress from a client before rebooting 19. This Warning message will appear if you select to skip the Product Activation Key process. 20.
Installing the FaxPress Server Software Installing the Server 21. When the completion message is displayed, click OK to finish the FaxPress Server software installation. The server bootup process will first set the new TCP/IP address, then sequence your FaxPress server. At the completion, the Alert light should be turned off and your FaxPress server will return to normal status. This may take a few minutes. 22. This completes the server setup.
FaxPress Administrator’s Guide 2—66
Installing the Client 3 What’s In This Chapter Overview .......................................................................................................... 3-2 Installing the Administrator Client ............................................................... 3-3 Creating a Remote Installation .................................................................... 3-10 Installing the FaxPress Users’ Client ..........................................................
FaxPress Administrator’s Guide Overview This chapter describes: 3—2 • How to install the FaxPress Administrator Client. This includes the Administrative Tools for configuring the FaxPress server and importing NT Users. • How to install a remote client installation program. This can be placed anywhere on your network for individual users to install the FaxPress client on their work stations. • How to install the FaxPress Client software from either the network or CDROM on the client workstation.
Installing the Administrator Client Installing the Client Installing the Administrator Client This section describes how to install the FaxPress Administrator client, which includes Faxmain, the FaxPress client administration utility, as well as the FaxPress Administration Tools. (See "Administrator Utilities" on page 6-3) To install the FaxPress Client for Administrators, you must log on with NT system administrator privileges.
FaxPress Administrator’s Guide 4. The Welcome Screen requires you to click Next>. 5. The Select Installation Type requires you to select the Administrator Installation button. This selection also provides access to the remote client installation program.
Installing the Administrator Client Installing the Client 6. To install the FaxPress Administrator Client, click Install FaxPress Client for Administrators in the Select Component installation screen. 7. The Default protocol for a FaxPress screen requires you to select the network protocol for the client to use to communicate with the FaxPress.
FaxPress Administrator’s Guide 8. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed on your workstation, and this screen will appear. 9. Click Next to display the Installation Directory window. You can change the default installation directory by clicking Browse typing or selecting a new path. When you are satisfied, click Next> and the Personal Folders screen is displayed.
Installing the Administrator Client Installing the Client 10. You can use the Personal Folders screen to identify where to store your personal files and documents. • Specify the personal folders directory on your local drive or on a network drive if you want to share those folders with other users. • You can change the location of your personal folders at any time through the Personal Preferences Options in Faxmain. For more information, refer to"Setting Personal File Storage Location" on page 14-3.
FaxPress Administrator’s Guide 12. If you choose to copy the Documents folder, this Documents Directory screen will appear, requiring you to specify a folder. 13. The Select Program Folder screen displays the default program folder for the client files. Click Next>.
Installing the Administrator Client Installing the Client 14. If you are re-installing the FaxPress software, an Installation Information window will display alerting you to the existence of a previous installation of FaxPress. Click on Yes to keep your previous settings or No to overwrite them and continue with the installation. 15. To start using FaxPress client, you should first restart your computer.
FaxPress Administrator’s Guide Creating a Remote Installation The FaxPress remote installation program allows you to preconfigure the client installation program and install it on a network drive for end user installation. Things to consider before you start: • Decide whether you are going to make the remote installation available on a network drive for end user installation, or whether you are going to “push” the program on to the end users workstations with a program like SMS or Zen Works.
Creating a Remote Installation Installing the Client 2. To create a remote FaxPress client installation, click on the Create remote installation for user button in the Select Component installation screen. 3. The next screen, Destination Path, requests the location for your remote client installation.
FaxPress Administrator’s Guide 3—12 4. So that all of your FaxPress users can access the remote client installation, choose either a network path or a shared directory. Make sure that all your end users have the network or shared drive mapped to the same drive letter. 5. From here on follow step 4 on page 3-15 through step 10 on page 3-19, in section "Installing the FaxPress Users’ Client". At the end be sure to select Restart Now to reboot the client workstation.
Installing the FaxPress Users’ Client Installing the Client Installing the FaxPress Users’ Client Prior to installing the FaxPress client software for users on a Windows PC or workstation, please confirm the following: 1. Make sure the workstation is configured to use the same network protocol as the FaxPress server you will use. See your FaxPress administrator for details. 2. Exit all Windows programs. To install the FaxPress client: 1. Place the FaxPress 7.
FaxPress Administrator’s Guide 3—14 2. The Welcome screen requires you to click Next>. 3. Select User Installation.
Installing the FaxPress Users’ Client 4. Installing the Client The Default protocol for a FaxPress screen requires you to select the network protocol for the client to use to communicate with the FaxPress. Note: If the FaxPress client is installed on a Windows 2000 or XP system, but will use IPX/SPX to communicate with the FaxPress server, the NetWare client version 4.83 SP1 or newer must be installed.
FaxPress Administrator’s Guide 3—16 5. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed on your workstation, and this screen will appear. 6. The Destination Directory window requires you to approve the default installation directory, or Browse to a new one.
Installing the FaxPress Users’ Client 7. Installing the Client You can use the Personal Folders screen to identify where to store your personal files and documents. • Specify the personal folders directory on your local drive or on a network drive if you want to share those folders with other users. • You can change the location of your personal folders at any time through the Personal Preferences Options in Faxmain.
FaxPress Administrator’s Guide 8. Click on Next to display the Select Program Folder window. The setup program will add items to the folder in the Program Folders field. You can type a new folder name or select one from the Existing Folders list. Click on Next to continue. The setup program will now copy the files. 9. If you are re-installing the FaxPress software, an Installation Information window will display alerting you to the existence of a previous installation of FaxPress.
Installing the FaxPress Users’ Client Installing the Client 10. To start using FaxPress 7.0 Client, you should first restart your computer. Choose the Restart option from the Setup Complete window, or if you do not intend to invoke the FaxPress software immediately, you can choose the “Restart later” option. If you are creating a remote client, be sure to select “Restart now”.
FaxPress Administrator’s Guide Installing the FaxPress Client on Microsoft Windows Terminal Server Running the FaxPress 7.0 client software on a Microsoft Windows Terminal Server provides the same easy-to-use, integrated messaging features associated with running the FaxPress client on autonomous workstations.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 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.
FaxPress Administrator’s Guide FaxPress Supported Terminal Server and Citrix MetaFrame/ WinFrame Versions FaxPress Software Version 7.0 3—22 Microsoft NT Terminal Server Ver: 4.0 / 2000 YES Desktop Support. Citrix Meta - Frame Ver: 1.0 / 1.8 /XP YES Desktop Support. Citrix Windows 32 Bit Published Applications YES 32 Bit Published Applications. (Ms based) Citrix DOS Clients Published Applications YES & NO Please see below for limitations.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client Terminal Server, Citrix, and FaxPress on your Network The following gives you an idea of the way the Terminal Server, Terminal Server/Citrix MetaFrame clients, and FaxPress work together on a network.
FaxPress Administrator’s Guide Running the FaxPress Client Setup for Microsoft Windows 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.
Installing the FaxPress Client on Microsoft Windows Terminal Server Note: Installing the Client If you are running FaxPress version 5.x or older, uninstall it, then upgrade to FaxPress 7.0. See Removing FaxPress from the Terminal Server on page 47“ for help removing FaxPress. Preparing the Terminal Server Before installing the FaxPress client for Windows Terminal Server, make sure you have: • set root drive mapping and run logon and compatibility scripts for each Terminal Server user.
FaxPress Administrator’s Guide Installing the FaxPress client from Add/Remove Programs in the Control Panel automatically puts the Terminal Server in install mode. In fact, if you are running the installation on a Windows 2000 server, the following message will appear when the FaxPress setup is launched. Follow these steps to install the FaxPress client for Terminal Server: 1. Place the FaxPress Setup CD into your computer’s CD-ROM drive. The Castelle FaxPress Setup screen will launch automatically. 2.
Installing the FaxPress Client on Microsoft Windows Terminal Server 3. Installing the Client After exiting out of the Castelle Fax Press setup, open your Add/Remove Programs Control Panel. (Start>Settings>Control Panel>Add/Remove Programs.) The Add/Remove Programs interface and procedure will vary depending on what Windows OS you’re running. If necessary, refer to your Microsoft Windows manual for details. 4. From the Control Panel window, double-click on Add/Remove Programs. 5.
FaxPress Administrator’s Guide 3—28 6. Click Next>. 7. In the Run Installation Program window, install.exe will appear in the Command line for installation program field. Click Next>.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 8. In the Change User Option window, select All users begin with common application settings, then click Next>. 9. In the Welcome to FaxPress Installation screen, click Next>.
FaxPress Administrator’s Guide 10. From the Select Components screen, select Install FaxPress Client for Microsoft Terminal Server, then click Next>. 11. In the Default Protocol window, select the TCP/IP, IPX/SPX, or NetWare 5 radio button, then click Next>.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 12. In the Destination path screen, confirm the Destination Folder is Drive letter:\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 directory. Click Next>. 13.
FaxPress Administrator’s Guide 14. In the Choose Folder window, select FaxPress. 15. Click Next>.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 16. 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. 17. In the Select Program Folder window, click Next>.
FaxPress Administrator’s Guide 18. The FaxPress Outlook Direct for Terminal Server clients provides you the option of installing the FaxPress Outlook Direct email gateway. Outlook Direct, a FaxPress 7.0 feature, offers seamless fax/email integration, offering users the ability to send and receive faxes right from the Outlook mail client interface. Check the Install FaxPress Outlook Direct box and click Next> to install Outlook Direct. Otherwise, click Next>.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 19. In the Setup Complete window, select No, I will restart my computer later, then click Finish to exit the FaxPress Setup Wizard and return to Microsoft’s Installation Program to complete the setup. The FaxPress client installation will be incomplete if you reboot before finishing Microsoft’s installation program. 20.
FaxPress Administrator’s Guide 21. When the Finish Admin Install window appears, click Finish, then reboot the Terminal Server. After rebooting, log in to the FaxPress client to send and receive test faxes. 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 FaxPress, you must configure the DCX Print Driver for Published Applications on Citrix and Terminal Server.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client To set up an Adobe published app, for example, follow these steps: 1. For each seamless published app, from the Citrix console, right-click on the application and select Properties. 2. 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.
FaxPress Administrator’s Guide 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. Inactive daemons, according to the MS discussion of the API calls, take up no CPU time.
Installing the FaxPress Client on Microsoft Windows Terminal Server 2. In the mail Properties window, click Show Profiles. 3. Select the User Profile to edit, then click Properties.
FaxPress Administrator’s Guide 3—40 4. In the user’s Properties window, with the Services tab selected, click Add. 5. In the Add Services to Profile window, select FaxPress Exchange Direct, and click OK.
Installing the FaxPress Client on Microsoft Windows Terminal Server 6. Installing the Client The Login tab of the FaxPress Transport Properties dialog box provides the information required for the transport to log in to the user’s FaxPress account. Select the FaxPress Server name or IP address from the pulldown menu. Enter the user’s FaxPress User Name and Password, then click the Verify Login button. Note: Login is automatic and occurs when you open the mail client.
FaxPress Administrator’s Guide 7. This Login successful message will appear if the transport is able to connect to the Faxpress server. Click OK. 8. Select the General tab, then enter the user’s Exchange or Outlook User Name. Select FAX from the Email Type pulldown menu. Click OK, then exit.
Installing the FaxPress Client on Microsoft Windows Terminal Server 9. Installing the Client 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. 10. Select the Addressing tab, then click Add. . .
FaxPress Administrator’s Guide 11. From the Add Address List window, select Contacts and click Add. Click Close to save and exit. 12. Contacts should now appear as an address list option. Click Apply, then OK to exit.
Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client 13. 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.
FaxPress Administrator’s Guide To assign the FaxPress Server an IP address, follow these steps: 3—46 1. On a Windows 95/98, Me, NT or 2000 workstation with the FaxPress Client for Administrators installed, launch the FaxPress Configurator for IPX/SPX. (Start>Programs>FaxPress>Administration Tools> FP Configurator for IPX/SPX) 2. In the FaxPress Configuration (IPX protocol) window, enter your FaxPress Server’s serial number, click Show Settings, then IP settings.
Installing the FaxPress Client on Microsoft Windows Terminal Server 3. Installing the Client 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. Note: Leave the Gateway and Master File Server IP Addresses blank. Removing FaxPress from the Terminal Server Follow these steps to remove FaxPress from the Terminal Server: 1.
FaxPress Administrator’s Guide Installing Software from the Network To use the client workstation installation program stored on the network during the FaxPress server software installation: 1. Log onto the network and open Windows 3.x, 95, 98/Me, NT, 2000 or XP. 2. Open the File Manager or Windows Explorer. 3. Open the drive containing the client workstation files. 4. Locate and open the Castelle directory. 5.
Uninstalling the FaxPress Client Installing the Client Uninstalling the FaxPress Client The Castelle FaxPress Setup includes a FaxPress Client uninstall feature. This feature will only appear as an option when the FaxPress Setup detects an existing installation of the FaxPress Client. If you’re running a fresh install of the FaxPress client, the uninstall screens will not appear. To uninstall the FaxPress Client, follow these steps: 1. Place the Castelle FaxPress CD-ROM in your CD-ROM drive.
FaxPress Administrator’s Guide 2. To uninstall the FaxPress Client, select the To uninstall the FaxPress Client button. 3. 3—50 There are two FaxPress Client uninstallation options, a partial and a complete. The partial uninstallation removes the client files, but retains all Personal Folders contents, user settings, and FaxPress registry settings. The complete uninstallation will completely remove all files. Select an option to uninstall the FaxPress client according to your purpose.
Installing Add On Products 4 What’s In This Chapter Add-On Products Overview ........................................................................... 4-2 Email Integration........................................................................................ 4-2 Third Party Integration............................................................................... 4-2 Fax Archive................................................................................................
FaxPress Administrator’s Guide Add-On Products Overview Add-on products on the Castelle FaxPress 7.0 CD include email integration and third party integration software, as well as a fax database/archiving service. The add-on products provided on the Castelle FaxPress 7.
Add-On Products Overview Installing Add On Products Fax Archive Fax Archive is a feature rich fax database/archiving service available to both administrators and users. Installing the faxPress Archive service is highly recommended. For detailed instructions on preparing for, installing, and configuring FaxPress Archive, refer to "Archiving Faxes" on page 10-1.
FaxPress Administrator’s Guide Installing the Add On Products To locate the add-on products included on FaxPress 7.0 CD, follow these steps: 4—4 1. Log on with administrator privileges to the designated workstation. 2. Place the Castelle FaxPress CD-ROM in the CD-ROM drive. The Castelle FaxPress Setup screen will launch automatically. 3. From the Castelle FaxPress Setup screen, select Install FaxPress.
Installing the Add On Products Installing Add On Products 4. From the Welcome to the FaxPress Installation screen, click Next>. 5. From the Select Components screen, select the Administrator Installation button, which includes the FaxPress Add On products.
FaxPress Administrator’s Guide 4—6 6. In the next Select Components screen, select Add On Products. 7. Click Next>.
Installing the Add On Products 8. Installing Add On Products Choose from the list of Castelle’s current Add On products. For specific instructions on installing the FaxPress Archive, see "Installing FaxPress Archive" on page 10-11. For specific instructions on installing Reform, see the Reform documentation provided in the Documents folder on the Castelle FaxPress 7.0 CD. For specific instructions on installing the Gateways, refer to your FaxPress Email Gateways Administrator and Users’ Guide.
FaxPress Administrator’s Guide 4—8
Configuring FaxPress 5 What’s In This Chapter Overview .......................................................................................................... 5-2 Logging into FaxPress..................................................................................... 5-3 Starting the FaxPress Client....................................................................... 5-3 Locate Your FaxPress Server..................................................................... 5-5 Login to a FaxPress Server .
FaxPress Administrator’s Guide Overview The FaxPress server is ready for basic operation without additional configuration (in non-complex environments). After the server is installed on the network, you can send and receive faxes on all your FaxPress lines. By default, the FaxPress will direct all incoming faxes to the Unaddressed mailbox.
Logging into FaxPress Configuring FaxPress Logging into FaxPress You login to FaxPress through the client desktop by selecting the Faxmain icon in your FaxPress programs files. Faxmain displays your data in convenient folder layout. The main folder is called FaxPress Neighborhood. When you open (or expand) the FaxPress Neighborhood, all the available FaxPress servers on the network will be displayed to you. If you are using a Novell network, all of the FaxPress servers are displayed.
FaxPress Administrator’s Guide 2. If this is the first time you have opened FaxMain, you may be prompted to activate your FaxPress 7.0 software if you did not do so during the inital software installation.. Enter your FaxPress Activation key code and click Enable, or select Obtain Key from Web to get your activation key. 3. Double click on the FaxPress Neighborhood folder to view all the FaxPress servers that are configured for your client.
Logging into FaxPress Configuring FaxPress – If you are using a Windows NT network, all servers on the same network segment can be automatically located If the servers are on a different segment, they must be manually located. The next section "Locate Your FaxPress Server" provides the details for locating your. Locate Your FaxPress Server If you are using a Windows NT network, your FaxPress server could be installed on a different TCP/IP segment. To determine whether this is the case: 1.
FaxPress Administrator’s Guide 2. Click on the FaxPress Accounts... button to displayed the FaxPress Accounts dialog box. All the FaxPress servers installed on a Novell network and on a Windows NT network that are on the same segment are automatically located and displayed. If you want to add a FaxPress server installed on another segment of your Windows NT network, perform the following steps. 1. 5—6 Right-click on FaxPress Neighborhood to display the FaxPress Accounts... button.
Logging into FaxPress 2. Configuring FaxPress Click on the FaxPress Accounts... button to displayed the FaxPress Accounts dialog box. Note: The TCP/IP Advanced button will be deactivated if the server selected is installed on a Novell network. 3. Click on the TCP/IP Advanced button in the FaxPress Accounts dialog box. The Host Editor dialog box is displayed. 4. In the Host Name edit box, enter a name to associate with the remote FaxPress server you want to register. 5.
FaxPress Administrator’s Guide Login to a FaxPress Server To log into a FaxPress server, do one of the following: 1. Double click the appropriate server icon in your FaxPress Neighborhood or, right click on the appropriate server and select Login... or Login As.... 2. In the FaxPress Login dialog box, enter “supervisor” in the User Name text box, and leave the password blank. Note: 3.
Logging into FaxPress Configuring FaxPress Configuring the Supervisor Account 1. Configure your supervisor account by right clicking on your Supervisor mailbox and selecting Properties to display the User Properties Dialog box. 2.
FaxPress Administrator’s Guide 3. Set the password for the Supervisor user account by clicking on the Set Password button. The Change Password dialog box is displayed. Note: 5—10 Be sure to repeat this process for the Unaddressed User mailbox account.
Configuring Server Settings Configuring FaxPress Configuring Server Settings To configure the Server Settings: 1. Click on the Server Settings tab to display the Server Settings dialog box. This dialog box is the default that is displayed when you open the FaxPress Properties dialog box. 2. In the Server edit box you can rename the FaxPress server to some more meaningful name. 3. In the Default symbol set code edit box, select the code you want the FaxPress to use for symbols on the cover page.
FaxPress Administrator’s Guide – If the result is “Code page 437”, set the symbol code to PC-8. This is the setting to be expected on US Windows PCs. Please note that not *all* European characters can be created on a US Windows PC, although many of the characters (for example: umlaud and e-acute) can be represented. – If the result is “Code page 850", set the symbol code to PC-850. This should be the most common case for European PCs.
Configuring Line Settings Configuring FaxPress Configuring Line Settings FaxPress servers may have 1, 2, 4, or 8 fax lines. Each FaxPress server fax line is independent and operates concurrently with the other fax lines. You must configure each fax line, whether or not you connect the line to an outside phone line.
FaxPress Administrator’s Guide Note: The Fax line properties can also be configured through the Fax Lines folder under the Administration branch. For more information, refer to "Configuring Fax Lines" in Chapter 5. 3. In the Fax Line edit box, select the fax line that you want to configure. 4. If you want to provide the line with an identifier, enter a name or number in the Remote Terminal ID field.
Configuring Line Settings 9. Configuring FaxPress In the Line Direction section, select the direction of communication you want the line to handle. Select: Bi-Directional if you want the line to handle incoming and outgoing faxes. Input Only if you want the line to handle incoming faxes only. Output Only if you want the line to handle outgoing faxes only. Not Connected if you do not want the line to handle incoming or outgoing faxes.
FaxPress Administrator’s Guide Configuring Storage Reclamation The FaxPress stores incoming and outgoing faxes, notices and transaction logs on the network file server. These files can become very large and can affect the amount of disk space the FaxPress has available to store new incoming and outgoing faxes. If the FaxPress encounters insufficient disk space it will suspend operations. Storing a large number of fax jobs can also result in a longer initialization time for the FaxPress.
Configuring Storage Reclamation 2. Select the Storage Reclamation tab to display the dialog box. Note: 3. Configuring FaxPress The FaxPress server suspends all other operations while the database files are being purged. Consequently, you should run Storage Reclamation when the FaxPress is least heavily used. To set your system for Manual Storage Reclamation: a.
FaxPress Administrator’s Guide groups on NDS. For more information on Single Sign On, refer to "Using Single Sign On (SSO)" on page 7-15. d. If you want to run the purge program immediately, click on Clean up Now to display the Manual Storage Reclamation dialog box. From the displayed list, choose the mailbox(es) to clean up. 4.
Configuring Internet Faxing Configuring FaxPress Configuring Internet Faxing The FaxPress has a software module called “Castelle Internet Faxing” to provide support for internet faxing using a direct internet connection. “Internet faxing” is sending a fax over the internet to a remote FaxPress server, which then uses phone lines at its own location to send your fax at a lower cost.
FaxPress Administrator’s Guide You can configure a local FaxPress server to use a remote unit to: • Fax all faxes addressed to another country • Fax all faxes addressed to another area code within a country • Fax all faxes addressed to a specific fax number prefix within a country and an area code • Fax all faxes addressed to a specific fax number You can also configure you CIF to resend the fax over a local phone line if acknowledgment is not received from the remote FaxPress server within a speci
Configuring Internet Faxing 3. Configuring FaxPress • Use internet fax also for local calls (without a long distance prefix). • Send fax through local phone lines. . .if you want FaxPress to send failed internet faxes over the phone lines, check this option, then enter the amount of time to wait for acknowledgment. Failed outgoing internet faxes are those faxes that FaxPress has not received a delivery acknowledgment from within the time you specify.
FaxPress Administrator’s Guide • Fax all faxes addressed to another area code within a country • Fax all faxes addressed to a specific fax number prefix within a country and an area code • Fax all faxes addressed to a specific fax number You can also configure your CIF to resend the fax over a local phone line if acknowledgment is not received from the remote FaxPress server within a specified time period. To add a new Internet routing table, follow these steps. 1.
Configuring Internet Faxing 4. Configuring FaxPress Specify phone number selection criteria. When the local server sees a fax number, it will parse it per the criteria you set in the next three boxes 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 number prefix. At a minimum, only one of the three criteria boxes needs to be filled in.
FaxPress Administrator’s Guide Receiving If CIF for incoming job is enabled: When FaxPress receives a CIF job, if the job’s fax number matches its own fax number (according to line settings) then the fax job will be stored in the “assign line to user” incoming fax queue. By default, assign line to user is our “Unaddressed” user. Otherwise, the fax job will be put in the Outgoing fax queue and sent based on the provided fax number in the incoming fax job.
Configuring Dialing Properties Configuring FaxPress Configuring Dialing Properties With a fax machine, dialing a number simply consists of dialing all the required digits for the number. FaxPress can be setup to automatically add necessary prefixes or strip out unnecessary prefixes. For FaxPress to do this, you must configure the properties for generating the numbers in the Dialing Properties dialog box.
FaxPress Administrator’s Guide To configure Dialing Properties: 1. 2. Select the Dialing Properties tab to configure your FaxPress server dialing requirements. Select the area code and country code for the area you are in the Where I am box. • 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. • Area code is— The next lower level detail in a phone number.
Configuring Dialing Properties Configuring FaxPress required for any number dialed whose area code does not match the area code of the FaxPress. • For International dial— The digit(s) that must be dialed for each inter- national call preceding the number. In the US, this is 011. This is required for any number dialed to another country. 3. Enter the maximum number of digits in a local phone number in the The maximum number of digits for a local call is box.
FaxPress Administrator’s Guide 6. You can set the rules for dialing Area codes in the US or Canada by clicking the Area Code Rules button at the bottom of the screen. The Area Code Rules Dialog Box will be displayed. a. When making local calls, in some areas of the US and Canada, the phone company requires that you dial the area code or even the long distance preamble plus area code.
Configuring Dialing Properties Configuring FaxPress ton in the Dial long distance preambles with the following prefixes: area. 7. b. Likewise, when making long distance phone calls, you may not need to use area codes and long distance preambles for certain area codes. Click New to specify the areas codes that do not require the addition of area code numbers in the box for When calling to other area codes. c.
FaxPress Administrator’s Guide Configuring Advanced Functions Select the Advanced Functions tab in the FaxPress Server Properties screen to configure advanced server functions and support features. Advanced Functions To configure Advanced Functions: 5—30 1. To add a date and time stamp on the top of each incoming fax click the top box. This line contains the date and time when the fax was received.
Configuring Advanced Functions Configuring FaxPress sent out successfully. The sent faxes will show up in the outgoing faxes list with status SENT. Note: 3. All faxes that are not sent successfully will be retained automatically. If you activate the archive service for outgoing faxes, this will automatically be turned on. To Use the same fax line to send successive jobs to the same fax number, click this box.
FaxPress Administrator’s Guide 7. If you are using DID for routing faxes, click I am using DID for inbound fax routing. When you enable this feature, an additional text box will be displayed at the bottom of the dialog box. Specify number of digits in your DID trunk line by clicking the appropriate radio button for 3 or 4. The default value is 4.
Configuring Advanced Functions • Configuring FaxPress Load Sharing— This is used to configure your FaxPress server to act as a slave for either NT or Netware environments. When you enable this feature, and additional text box will be displayed at the bottom of the dialog box. Enter the serial number for the FaxPress server that will be the master for this server. Note: The maximum number of slaves that a Master can have is two (2).
FaxPress Administrator’s Guide Configuring User Authentication (SSO) Accessing Novell Users with Single Sign On (SSO) FaxPress Single Sign On (SSO) mechanism allows the network administrator to use NDS (or Novell bindery servers) to authenticate and administer FaxPress users. It provides the ability to control access to FaxPress by using Novell administration tools such as: NWADMIN.
Configuring User Authentication (SSO) • Configuring FaxPress Bindery File Server Authentication — User needs to be logged on to a specified Novell File Server in order to be able to logon to FaxPress. No additional password is required for FaxPress. SSO Groups In general, when users logs onto a Novell network, they receive privileges based on membership in a group. In particular, if you use FaxPress Single Sign On, FaxPress privileges are granted based on membership in a FaxPress specific groups.
FaxPress Administrator’s Guide In an NDS environment, these groups will be created in the same context in which the FaxPress is installed. In a Novell Bindery environment these groups will be created on the FaxPress master file server (the server that the FaxPress server software is installed on.) Global Groups Membership in FaxPress Single Sign On can also be defined in terms of groups of FaxPress servers by pointing a global membership group in a shared space.
Configuring User Authentication (SSO) Configuring FaxPress to login for the first time, he will be prompted with a message prompting him to either select to create a new mailbox or connect to an existing mailbox. If you are upgrading from a previous version of FaxPress please connect to you existing mailbox. You will be prompted to enter the password for the last time. Once SSO mailbox is created you will not be prompted to enter you previous password again.
FaxPress Administrator’s Guide If a new mailbox is created, the user’s network logon name will be used as the mailbox name. The user’s “Fully qualified Network Name” (FNN) will be associated with this mailbox. A FNN is a unique identifier for a user that includes the server name or NDS context that contains the user.
Configuring User Authentication (SSO) 3. Configuring FaxPress Use the right arrow at the top of the properties dialog box to leaf through the server properties tabs. Click on the User Authentication tab to display the User Authentication Dialog Box. Note: The User Authentication dialog box will only be enabled if you have the Novell IntraNetware client installed on your workstation.
FaxPress Administrator’s Guide 4. Select the method of user authentication that you would like to utilize in How should FaxPress authenticate users. The default is With FaxPress native authentication only, which means that users must use a login ID and password in order to use FaxPress. This is the default setting and has no additional parameters. Enable Single Sign On The FaxPress Single Sign On feature requires the existence of FaxPress groups.
Configuring User Authentication (SSO) Configuring FaxPress FaxPress will create the serial number groups in the new location. The Authorization Context dialog box will be displayed. Highlight a choice and click OK to assign the NDS context. The mandatory FaxPress user groups must exist in the selected context. b. You can also specify whether to use global groups in the User Authentication dialog box. This context is where the global groups will be located.
FaxPress Administrator’s Guide 2. If you want to use a Novell Bindery File Server for authentication, from the User Authentication dialog box, click on With Novell Bindery File Server. and select the server you want to use from the drop down list. 3. Specify new mailbox template parameters in the When automatically creating a new mailbox section. Selecting a mailbox type in the scroll down list for Mailbox template based on.
Configuring User Authentication (SSO) Configuring FaxPress • Novell users new to FaxPress a. For new FaxPress users, select Set password to and enter the password in the edit box, to enable your users to access FaxPress directly (when they are not logged into a Novell network). b. For new FaxPress users, select Generate random password to disable direct user access to FaxPress (users will have to be logged into a Novell network to access FaxPress).
FaxPress Administrator’s Guide 5. Click on OK to return to the User Authentication dialog box. When you have completed configuring your user authentication parameters, click OK to set the new configuration. The following message will be displayed: Single Sign On is now enable, but to implement this feature you must add your Novell network users to the FaxPress serial and/pr global groups.
Viewing Server Information Configuring FaxPress Viewing Server Information 1. To view your server installation configuration parameters, click on the Server Information tab.
FaxPress Administrator’s Guide 2. 5—46 Click on the Advanced button to review the server hardware configuration settings.
Load Sharing Configuring FaxPress Load Sharing Load sharing between FaxPress servers provides a way for a FaxPress to share its outbound fax loads. In networks that have two or more FaxPress servers, a pair of FaxPress servers can be configured to loadshare by configuring one as a slave to the other. You can configure a FaxPress server as a slave to only one master. Several slaves may serve the same master, and a master may serve as a slave to another master.
FaxPress Administrator’s Guide • Both FaxPress servers must be installed on the same network sharable hard drive in the same context and/or with the same shareable name. The master FaxPress user account must permit multiple simultaneous logins—as many as there are slaves plus the total number of slave fax lines. • Both FaxPress servers must be connected to the same full duplex network segment (they must not be separated by routers or bridges).
Automatic Routing: PBX and FaxPress Integration Configuring FaxPress Automatic Routing: PBX and FaxPress Integration Integration with a PBX or DID trunk lines is considered by Castelle to be the most reliable form of fax routing, although Castelle also supports other forms of automatic fax routing including T.30 Sub-Addressing, manual DTMF from a Fax machine with a handset and Third-Party OCR routing.
FaxPress Administrator’s Guide For 4 digit mailbox IDs, FaxPress can: • from a 16 character set, strip 10 characters in front of the 4 digit mailbox ID, and 2 characters after the mailbox ID. • from a 10 character set, remove 5 characters in front of the 4 digit mailbox ID, and 1 character after the mailbox ID • from a 6 character set, remove 2 characters in front of the 4 digit mailox ID. • from a 5 character set, remove a # sign before or after the 4 digit mailbox ID.
Automatic Routing: PBX and FaxPress Integration Configuring FaxPress Once the FaxPress modems are connected to the PBX analog ports you will need to set your PBX to forward the DID or DNIS information to those analog ports as DTMF signals. This is very similar to the way your voicemail system is set to work, with the last 3 or 4 digits of the phone number representing an extension number. This same principle enables the FaxPress to receive an incoming fax call to the correct FaxPress mailbox.
FaxPress Administrator’s Guide 2. Click on the Line Settings tab to display the Line Settings dialog box. In the PBX Pre-dial edit box, enter the prefix your PBX system requires for accessing an outside phone line. Many companies have a PBX which requires users to dial a digit, usually a “9” to get an outside line. FaxPress automatically inserts a 3 second pause after the PBX pre dial. This means that you do not have to insert a comma after the PBX digits.
Automatic Routing: PBX and FaxPress Integration 3. Configuring FaxPress Select the Dialing Properties tab. 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 dialed.
FaxPress Administrator’s Guide 4. Select the Advanced Functions tab. Select I am using DID for inbound fax routing. When you enable this feature, an additional text box will be displayed at the bottom of the dialog box. Specify number of DTMF digits your PBX passes by clicking the appropriate radio button for 3 or 4. The default value is 4. You must know precisely how many digits are being sent to the FaxPress from the PBX.
Automatic Routing: PBX and FaxPress Integration Configuring FaxPress To configure the User Properties for automatic fax routing via PBX, follow these steps: 1. Open Faxmain and log into a server with Supervisor privileges. 2. Expand the Administration branch. 3. Click on Users. The list of current user mailboxes is displayed in the right panel. 4. Right click on a user mailbox and select Properties.
FaxPress Administrator’s Guide Receiving Faxes without a Corresponding Mailbox ID If a fax is sent to an identifier number for which there is no corresponding FaxPress mailbox, FaxPress will, by default, reject the incoming fax. In FaxPress 6.3 and above you may configure the FaxPress server to accept faxes sent to an identifier number without a corresponding FaxPress mailbox. The received faxes will be stored in the FaxPress Unaddressed mailbox.
Automatic Routing: PBX and FaxPress Integration 2. Configuring FaxPress Double-click on an fxcfg file to bring up the fxcfg text file. Type: did_failure=1 as shown below to allow incoming faxes sent to DID numbers without corresponding FaxPress mailboxes to be received and stored in the FaxPress Unaddressed mailbox. Conversely, type: did_failure=0 to reject incoming faxes sent to DID numbers without corresponding FaxPress mailboxes.
FaxPress Administrator’s Guide To customize the timeout interval, type: did_timeout=9 as shown below. DTMF Automatic Fax Routing In DTMF automatic routing, the fax sender uses your mailbox’s four-digit Mailbox ID to address the fax. To send a fax to a specific mailbox, the sender dials the FaxPress’ phone number, and then addresses the fax using the recipient mailbox’s four-digit Mailbox ID.
Automatic Routing: PBX and FaxPress Integration Configuring FaxPress the Unaddressed mailbox, where they must be viewed and manuallly routed by a user with Router privileges. Be sure to provide your FaxPress mailbox ID to people who send you faxes. Sending faxes via DTMF directly to a FaxPress mailbox requires the sender to use the following addressing procedure: 1. Using a fax station with a touch tone phone or keypad, dial the FaxPress’ fax number.
FaxPress Administrator’s Guide 5—60
Administrator Utilities 6 Overview .......................................................................................................... 6-2 Administrator Utilities .................................................................................... 6-3 FP Configurator for TCPIP ........................................................................... 6-5 FP Configurator for IPX .............................................................................. 6-11 Importing Microsoft Exchange Users ..
FaxPress Administrator’s Guide Overview This chapter describes the windows-based FaxPress Administration Tools group of utilities available for the administrator to view and configure the settings on the FaxPress. These administration utilities are installed when you install the FaxPress Administrator client. Utilities are provided for both Windows NT and Novell networks.
Administrator Utilities Administrator Utilities Administrator Utilities 1. The FaxPress Administrator Client utilities, in the Administration Tools folder, are installed during the Administrator Client Installation. By default the Administration Tools folder is located in the C:\Program Files\Castelle\FaxPress\ Administration Tools directory, and may be accessed by going to Start>Programs>FaxPress>Administration Tools.
FaxPress Administrator’s Guide Accessing the Administration Tools To access the Administration Tools, follow these steps: 1. Go to Start>Programs>FaxPress>Administration Tools. 2. Select the utility you’d like to implement from the Administration Tools menu. Note: 6—4 If the FaxPress Administrator client is installed in an IPX/SPX environment, the Administrative Tools will also include the FP Configurator for IPX/SPX in addition to the FP Configurator for TCP/IP.
FP Configurator for TCPIP Administrator Utilities FP Configurator for TCPIP The FP Configurator for TCPIP utility Windows based utility that allows you to configure and troubleshooting a FaxPress server installed on a TCP/IP network. The FP Configurator for TCPIP utility is part of the Administration Tools group of administration utilities, which is installed with the Administrator client installation option. To run FP Configurator for TCPIP, follow these steps: 1.
FaxPress Administrator’s Guide 1. If want to move your server installed on a Windows NT network, you will first need to change the IP address. Enter the TCP/IP address for the new location in the FaxPress IP Address text box. 2. Click the Set IP Address button to reboot the server and set it with the new address. 3. If you are moving the server installation to a different master file server, enter the name of the new file server in the Master File Server text box. 4.
FP Configurator for TCPIP 2. Administrator Utilities To set the flag for capturing network traffic data during the boot up period, click Set boot capture. And select Perform. When you set this flag, FaxPress will capture the network traffic from the start of the boot up procedure until the capture buffer is full. Capture buffer size is set automatically as follows: 3. • 1 MB if the total memory size is 4 MB. • 2 MB if the total memory size is 8 MB.
FaxPress Administrator’s Guide a. Designate the file name and location by clicking the Browse button. The file format is compatible with Microsoft network monitor and has the *.cap extension. b. After dumping the captured data to a file, click Release capture buffer, to delete the data and reclaim the space. c. Click OK to save settings. 6. After you have made the appropriate changes, click Perform. This will return you to the main menu. 7. Select Reboot to implement your changes.
FP Configurator for TCPIP 1. Administrator Utilities You can set the frame type the FaxPress uses by clicking Advanced Settings button. The following dialog box is displayed: • • Possible Ethernet frame types are: • 802.2 • 802.3 • 802.2 SNAP • Ethernet II • Automatic Possible Token Ring Frame types are: • 802.2 source routing • 802.2 SNAP source routing • 802.2 non-source routing • 802.2 SNAP non-source routing • Automatic 2.
FaxPress Administrator’s Guide 2. Enter the new Password in the Password text box, and retype it in the Confirm Password text box. Note: 6—10 If you change the password in this utility, you must also change the serial # users' password in the domain or Novell context. 3. After you have made the appropriate changes, click Set. This will return you to the main menu. 4. Select Reboot to implement your changes.
FP Configurator for IPX Administrator Utilities FP Configurator for IPX The FP Configurator for IPX utility lets you view and change the FaxPress’ IPX address information. The FP Configurator for IPX utility is part of the Administration Tools group of administration utilities, which is installed when you perform the Administrator client installation option. To run FP Configurator for IPX, follow these steps: 1.
FaxPress Administrator’s Guide 1. If you want to move your server installed on a Novell IP network, you will first need to change the IP address. Click the IP Settings button to launch the FaxPress IP 2. Enter the TCP/IP address for the new location in the FaxPress IP Address text box. 3. If you are moving the server installation to a different file server, enter the name of the new file server in the Master File Server text box. 4.
FP Configurator for IPX 2. Administrator Utilities To set the flag for capturing network traffic data during the boot up period, click Set boot capture. And select Perform. When you set this flag, FaxPress will capture the network traffic from the start of the boot up procedure until the capture buffer is full. Capture buffer size is set automatically as follows: 3. • 1 MB if the total memory size is 4 MB. • 2 MB if the total memory size is 8 MB.
FaxPress Administrator’s Guide a. Designate the file name and location by clicking the Browse button. The file format is compatible with Microsoft network monitor and has the *.cap extension. b. After dumping the captured data to a file, click Release capture buffer, to delete the data and reclaim the space. c. Click OK to save settings. 6. After you have made the appropriate changes, click Perform. This will return you to the main menu. 7. Select Reboot to implement your changes.
FP Configurator for IPX 1. Administrator Utilities You can set the frame type the FaxPress uses by clicking Advanced Settings button. The following dialog box is displayed: • • Possible Ethernet frame types are: • 802.2 • 802.3 • 802.2 SNAP • Ethernet II • Automatic Possible Token Ring Frame types are: • 802.2 source routing • 802.2 SNAP source routing • 802.2 non-source routing • 802.2 SNAP non-source routing • Automatic 2. After you have made the appropriate changes, click Set.
FaxPress Administrator’s Guide 2. Enter the new Password in the Password text box, and retype it in the Confirm Password text box. 3. After you have made the appropriate changes, click Set. This will return you to the main menu. 4. Select Reboot to implement your changes. Converting FaxPress 3.x Phone Books to FaxPress 4.x Phone Books This utility lets you convert FaxPress 3.x phone books to FaxPress 4.x phone book format, and 5.x to 6.x/7.x format.
FP Configurator for IPX Administrator Utilities 1. Go to the PhoneBook Conversion folder and click on PB3to4.exe to display the pb3to4 dialog box, as shown below. 2. Click on OK to display the name conversion dialog box, as shown below: . Choose the appropriate response (Yes or No). The Open dialog box appears, as shown below. 3. In the Open dialog box, locate the phone book you want to convert.
FaxPress Administrator’s Guide 4. • serial_number is the serial number of the FaxPress server where the phone book is located. • id_number is a number assigned by the FaxPress that maps to a mailbox user. You can use the IDLIST utility to identify the user. Select settings.pdb and then click on OK. The utility converts the selected phone book to a 4.x format. The size of the file affects the length of time it takes the conversion to complete.
Importing Microsoft Exchange Users Administrator Utilities Importing Microsoft Exchange Users The Import Microsoft Exchange Users utility can be used to automatically create new FaxPress mailbox accounts based on user account information in the Microsoft Exchange address book. To create new FaxPress mailbox accounts from existing, registered Exchange user accounts, follow these steps: 1. Go to Start>Programs>FaxPress>Administration Tools>Import Microsoft Exchange Users. 2.
FaxPress Administrator’s Guide 4. 6—20 From the Microsoft Exchange Global Address List, select a user or group to import, then click OK..
Documents Administrator Utilities Documents The Administration Tools’ Documents folder provides access to FaxPress documentation folders. Access the FaxPress’ Documents folder by going to Start>Programs>FaxPress> Administration Tools>Documents. Note: Copying the Administration Tools’ Documents folder from the FaxPress Setup CD is optional. If this folder is not available, the administrator may have chosen not to copy it from the CD.
FaxPress Administrator’s Guide Inbound Faxes: Using the FaxPress DropFax Utility The FaxPress DropFax utility creates an easily accessible directory for inbound faxes, allowing third-party applications to retrieve the faxes stored there. The inbound faxes automatically stored in the drop directory appear in .TIF file format. After the DropFax utility is activated from the Aministration Tools folder, a DropFax icon will appear on your toolbar.
Inbound Faxes: Using the FaxPress DropFax Utility Administrator Utilities 3. In the Configuration window, with the Server tab selected, select a FaxPress server to create the Drop Directory on, then click Add. If required, enter the FaxPress Supervisor name and password in the Verify window, then click OK. 4. Select the Directories tab. Confirm the FaxPress Server, Inbound Line and Directory fields are correct, then check the Drop fax to directory box and click OK.
FaxPress Administrator’s Guide Using the FaxPress User Duplication Utility The FaxPress user duplication utility, DupUser.exe, can be used to replicate users from a source FaxPress server or servers to a target FaxPress server or servers. The duplication utility can be configured to overwrite or not overwrite existing user settings in the target FaxPress server. Follow these steps to copy the users from one FaxPress server to another: 6—24 1. Launch the Duplicate User utility.
Using the FaxPress User Duplication Utility Administrator Utilities 3. In the Server Name list, select the FaxPress server you’d like to copy the FaxPress source server’s list to, then click Destination. 4. Use the Option button if you’d like to overwrite the destination user settings with the source user settings, or to replicate default in addition to normal users.
FaxPress Administrator’s Guide 6—26 5. Click the Replicate button. 6. In the DupUser window screen, click Yes.
Using the FaxPress User Duplication Utility 7. Administrator Utilities Click OK.
FaxPress Administrator’s Guide Importing Network Users 1. Go to Start>Programs>FaxPress>Administration Tools>Import Network Users. The User Registration Wizard will walk you through the set up process. 2. Enter the FaxPress Server Name, User name and Password. You can use the FaxPress Server Name drop down list to enter your server name. When done, click Next>. 3. 6—28 The User Domain Information window will be displayed.
Importing Network Users Administrator Utilities a group within a domain and to select the specific user group or domain to add to FaxPress. a. Select either a Domain or Group. b. Either enter the path for you user group or domain, or click on Browse to use your Active Directory Service Interfaces (ADSI) to find groups.
FaxPress Administrator’s Guide Note: 6—30 The path for your domain or group must conform to ADSI standards; for example: WinNT://MyGroup/MyDomain c. When the ADSI Browser opens, click on WinNT.This initiates a network-wide search for the NT domains and, if you selected group, the groups within each domain. The search can take up to 15 minutes or more depending on the size of your network. d.
Importing Network Users 4. Administrator Utilities Specify privileges for new users in the User Setting for New Users dialog box. You can use the drop down list to choose an existing mailbox as the basis for the new mailboxes.
FaxPress Administrator’s Guide 5. If the FaxPress is configured for DID or DTMF automatic routing, you may assign mailbox ID numbers to all users you want to have direct fax numbers. DID and DTMF mailbox ID numbers must be 3 or 4 digits. The program automatically generates an identifier number for each new user. Mailbox identifiers may have up to four digits. When done, click on Next.
Importing Network Users 6. Administrator Utilities From the group you have chosen, specify some or all users. Click on the >> button to move selected users to the Add list. FaxPress mailboxes will be created for all users in the Add list. To remove a user from the Select Users to Add list, highlight the user you want to remove and click on the << button. When done, click Next.
FaxPress Administrator’s Guide 7. If there are FaxPress users without NT privileges, you will have a chance to correct the situation. This screen presents users that you have added using individual FaxPress user creation procedures who cannot (at least at this point) actually login to NT. When done, click on Next.
Importing Network Users 8. Administrator Utilities Review your choices in the Option Verification Window. If everything is right, click on Finish or click
FaxPress Administrator’s Guide 9. After the program completes creating the new mailboxes, a prompt appears informing you that the operation is done and allowing you to view the transaction log. To view the log, click on Yes. The log is displayed using Notepad. If you choose No or when you exit the log, the program returns you to the desktop. When done, close Notepad. You are finished adding the NT Users.
Line Scheduler Administrator Utilities Line Scheduler The FaxPress Line Scheduler utility allows the FaxPress administrator to automatically change the phone line configuration during a specified time period. For example, FaxPress phone lines can be configured to be "bi-directional" for both sending and receiving from 9am to 5pm. From 5pm to 9am the next day, FaxPress lines can be automatically set to "receive only," effectively allowing faxes to be sent only during business hours.
FaxPress Administrator’s Guide 6—38 3. In the Configuration window, with the Servers tab selected, add a server to the Scheduled servers list by selecting a FaxPress server from the Available servers list and clicking Add. 4. With the Settings tab selected, use the pulldown menus to specify the fax line, the day, time and line direction you require, then click OK.
Line Scheduler Administrator Utilities Stopping the Line Scheduler To stop the Line Scheduler utility, follow these steps: 1. Open the Windows Task Manager. 2. Select the Processes tab. 3. Select Line Scheduler.exe. 4. Click the End Process button.
FaxPress Administrator’s Guide 6—40
Managing Users 7 What’s In This Chapter Overview .......................................................................................................... 7-2 Configuring the User.................................................................................. 7-3 Creating Faxmain Users............................................................................. 7-2 Authenticating Users.................................................................................. 7-2 Creating User Accounts .........
FaxPress Administrator’s Guide Overview Creating Faxmain Users There are three ways to add user accounts: • Create an Individual Account— Parameters can be set in User Properties dialog boxes. • Import NT Users— You can import NT users and place them in FaxPress groups. In this case, FaxPress uses its own database of users, so you administer the groups using FaxPress mechanisms. • Access Novell Users— You can use Novell NDS to authenticate users through the Single Sign On mechanism.
Overview Managing Users Configuring the User Regardless of which approach you use to create FaxPress users, each user can be individually configured for access levels, delivery and receipt conditions and printer configuration and usage. The following is an overview on the configuration options and parameters. • User Account— Basic information, such as mailbox name, fax phone number, privilege level, and so on. User accounts are based on privilege levels.
FaxPress Administrator’s Guide Creating User Accounts For an individual user, the account, delivery, receipt, and printer parameters are set in a user management dialog box. There are two ways you can manually add a new user, either from scratch using the “Guest” default parameters, or by copy the parameters of an existing user account. Either way, the Add User dialog is displayed for configuring the account parameters. Before you can open a user management dialog, you must do the following. 1.
Using Microsoft Active Directory Services Managing Users Using Microsoft Active Directory Services With a single utility, you can create a FaxPress user mailbox for every user on your Windows NT network, which they can then use to send and receive personal faxes. Microsoft Active Directory Service Interfaces software must be installed to access NT user names on a network.
FaxPress Administrator’s Guide Importing NT Users 1. Run the Import Network Users.exe file located in to your FaxPress\Administration Tools directory. For a default installation this is located at: C:\Program Files\Castelle\FaxPress\Administrative Tools. The User Registration Wizard will walk you through the set up process. 2. Enter the FaxPress Server Name, User name and Password. You can use the FaxPress Server Name drop down list to enter your server name. When done, click Next>. 3.
Using Microsoft Active Directory Services Managing Users a group within a domain and to select the specific user group or domain to add to FaxPress. a. Select either a Domain or Group. b. Either enter the path for you user group or domain, or click on Browse to use your Active Directory Service Interfaces (ADSI) to find groups.
FaxPress Administrator’s Guide Note: 7—8 The path for your domain or group must conform to ADSI standards; for example: WinNT://MyGroup/MyDomain c. When the ADSI Browser opens, click on WinNT.This initiates a network-wide search for the NT domains and, if you selected group, the groups within each domain. The search can take up to 15 minutes or more depending on the size of your network. d.
Using Microsoft Active Directory Services 4. Managing Users Specify privileges for new users in the User Setting for New Users dialog box. You can use the drop down list to choose an existing mailbox as the basis for the new mailboxes.
FaxPress Administrator’s Guide 5. If the FaxPress is configured for DID or DTMF automatic routing, you may assign mailbox ID numbers to all users you want to have direct fax numbers. DID and DTMF mailbox ID numbers must be 3 or 4 digits. The program automatically generates an identifier number for each new user. Mailbox identifiers may have up to four digits. When done, click on Next.
Using Microsoft Active Directory Services 6. Managing Users From the group you have chosen, specify some or all users. Click on the >> button to move selected users to the Add list. FaxPress mailboxes will be created for all users in the Add list. To remove a user from the Select Users to Add list, highlight the user you want to remove and click on the << button. When done, click Next.
FaxPress Administrator’s Guide 7. If there are FaxPress users without NT privileges, you will have a chance to correct the situation. This screen presents users that you have added using individual FaxPress user creation procedures who cannot (at least at this point) actually login to NT. When done, click on Next.
Using Microsoft Active Directory Services 8. Managing Users Review your choices in the Option Verification Window. If everything is right, click on Finish or click
FaxPress Administrator’s Guide 9. After the program completes creating the new mailboxes, a prompt appears informing you that the operation is done and allowing you to view the transaction log. To view the log, click on Yes. The log is displayed using Notepad. If you choose No or when you exit the log, the program returns you to the desktop. When done, close Notepad. You are finished adding the NT Users.
Using Single Sign On (SSO) Managing Users Using Single Sign On (SSO) If you are using a Novell network and the users you want to provide access to FaxPress are defined within the Novell network database, you can register new users to FaxPress by accessing the Novell network through FaxPress using Single Sign On (SSO). Note: You may still need to manually create user accounts if you need access to FaxPress through a third party application or gateway product such as MS-Word or Microsoft Exchange.
FaxPress Administrator’s Guide Assign Users to Groups Use your Novell administrative tools to assign users to the FaxPress groups. Refer to "Configuring User Authentication (SSO)" on page 3-30 for details on locating the FaxPress serial number and global groups. If a particular user is a member of two or more groups, the privilege level assigned to the serial number group takes precedence.
Using Single Sign On (SSO) Managing Users 1. Based on the specified method of authentication, Faxmain will verify that the user is logged into the network. If user is not logged in, Faxmain will prompt the user to login to the network. 2. Once the user is logged into the network, user information will be retrieved. 3. If the user has never used Faxmain on this system before Single Sign On was enabled, the Create or Convert Mailbox dialog box will appear. 4.
FaxPress Administrator’s Guide b. If you select I am a new FaxPress User, please create and specify the name of the mailbox in the mailbox edit box, the FaxPress mailbox will be created and your network login will be associated with the designated FaxPress mailbox. • c. Note: 5. If you click Cancel, you will be prompted for conventional (non Single Sign On) login information. Click OK to login to the FaxPress.
Configuring User Properties Managing Users Configuring User Properties Overview There are six separate tabs for configuring the user: • User Account — Basic parameters. • Outgoing Faxes — Fax delivery parameters. • Incoming Faxes — Fax receipt parameters. • Printer Configuration — Printer parameters. • Network Details— If you have Single Sign On configured for this user, the Novell network details are displayed here.
FaxPress Administrator’s Guide from the context menu. The User Properties dialog box will be displayed with the User Account tab activated. 7—20 2. Enter the name you want assigned to this user's mailbox in the User Name test box. This is the user's FaxPress login name. 3. Optionally enter the user’s full name in the Full Name text box. This name will appear in your cover pages for outgoing faxes if it exists. 4. Optionally enter the voice telephone number in the Voice # text box.
Configuring User Properties • Managing Users User — Can send, list, hold, view, print, save, discard, and cancel per- sonal faxes. Also can create and edit personal phone directories and manage their own print jobs. • Router — Has User privileges plus the ability to view the first page of any fax on the Unaddressed incoming faxes list, route faxes to other users (but not themselves), and delete faxes from the Unaddressed incoming fax list.
FaxPress Administrator’s Guide Configuring Delivery Options for Outgoing Faxes To configure the outgoing fax delivery options for a user account: 1. Right click on the user account (or mailbox) and select Properties from the context menu. The User Properties dialog box will be displayed. 2. Select the Outgoing Faxes tab. 3. In the Time to Send area, if you want faxes sent at the first available opportunity, click on the As soon as possible radio button. This is the default value.
Configuring User Properties Managing Users notification that each time a fax is successfully sent, activate the Print notification radio button. The notification will be a single page that includes a scaled down version of the first fax page and transmission details. See also, "Configuring Advanced Functions" on page 3-26. If you do not want to print anything after a fax is successfully sent, click on the Do not print radio button. This is the default value. 5.
FaxPress Administrator’s Guide Configuring Fax Receipt Parameters To configure the forwarding and fax disposition option for the users faxes: 1. Right click on the user account (or mailbox) and select Properties from the context menu. The User Properties dialog box will be displayed. 2. Select the Incoming Faxes tab. 3. Select a forwarding option in the When I receive personal incoming faxes section.
Configuring User Properties Managing Users c. Forward to Remote Fax — If you want all personal incoming faxes to be automatically forwarded to another fax number, select Forward to Remote Fax and enter the fax number in the edit box. d. Forward to Shared Phonebook— If you want all personal incoming faxes to be automatically forwarded to all the members in a Corporate phone book group, select Forward to Shared Phonebook and select the group to whom you want the fax forwarded.
FaxPress Administrator’s Guide 2. 3. Select the Printer Configuration tab. Select the type of printer device, i.e. printer port or a print queue, in the Default Print Queue section. a. To print to a parallel printer attached to the FaxPress server click the Parallel Port radio button. b. If you are attached to a Windows network and wish to print to a network printer select the HOST Sharable Print Queue radio button click on the Queue button to set the printer queue parameters.
Configuring User Properties Managing Users • NT HOST Name— The name of the host computer on which the printer you want to use is connected. • Printer Sharable Name— This is the name assigned to the printer. • IP Address— The IP address of the NT server that hosts the printer queue. • Login Name— A valid login name the FaxPress can use to access the printer. • Login Password— The password for the Login Name that you are using to access the printer. c.
FaxPress Administrator’s Guide • Use Default FaxPress Print Queue— This is printer queue that was created when you installed the FaxPress server software and in the installation server. Because it is created on the FaxPress server, all of your users will be able to access this printer. If you enable the default printer, the data for the default printer will automatically to inserted into the following printer parameters fields, and the boxes will be grayed out.
Configuring User Properties Managing Users This dialog box contains the information the FaxPress server uses to send print jobs to a Novell NDS network printer. • Use Default FaxPress Print Queue— This is printer queue that was created when you installed the FaxPress server software and in the installation context. Because it is created on the FaxPress server context, all of your users will be able to access this printer.
FaxPress Administrator’s Guide • Other PCL— Select this radio button if the printer is a non-HP printer but is HP compatible. Note: For printers that are compatible with the HP LaserJet series, use the Other PCL radio button. • PostScript— Select this radio button if using a postscript printer. • HP LJ4— Select this radio button if the printer is a LaserJet 4, 4M, or 4Si set to 600 dpi. If using one of these printers set to 300 dpi or a 4L printer, select the Other PCL setting.
Configuring User Properties Managing Users 2. Select the Archive Settings tab. 3. To select a database, click either Microsoft Access Database or Microsoft SQL server. • Microsoft Access Database— Use this type of database if you do not have a database server. • • File name— Enter the database name with path or select Browse to find the database. Password— If you database is password protected, enter the pass- word here.
FaxPress Administrator’s Guide Network Details To view the Network details for this user: To configure a printer for a user: 1. Right click on the user account (or mailbox) and select Properties from the context menu. The User Properties dialog box will be displayed. 2. Select the Network Details tab. • User Directory— This is the location of the users Mailbox on FaxPress the server. • Phone book Directory— This is the location of the users Personal Phonebooks on the FaxPress file server.
Configuring User Properties • Managing Users Remove Network Association— If this FaxPress mailbox is associated with a network user through Single Sign On, you can remove this association by clicking on this button.
FaxPress Administrator’s Guide 7—34
Administering FaxPress 8 What’s In This Chapter Overview .......................................................................................................... 8-2 Administration Folders................................................................................... 8-3 Managing Transaction Logs........................................................................... 8-6 Defining Bill Back Codes ..............................................................................
FaxPress Administrator’s Guide Overview FaxPress provides a host of functions for tailoring FaxPress to your system environment directly through the Faxmain interface under the Administration branch of the FaxPress Neighborhood. To access the Administration branch of the FaxPress Neighborhood: 1. Open Faxmain and login to your FaxPress server with Supervisor privileges by double-clicking on the FaxPress server name or serial number, or by right-clicking on it and selecting Login. Note: 2.
Administration Folders Administering FaxPress Administration Folders The following is a brief discussion of each of the Administration folders: Unaddressed Faxes All unaddressed faxes are stored in this folder until a user with the appropriate privileges forward these faxes to the appropriate user when automatic routing is not used. (See "Automatic Routing: PBX and FaxPress Integration" on page 549 for more information on automatic routing.
FaxPress Administrator’s Guide Allows you to view and manage the FaxPress transaction log files. FaxPress' transaction logs contain information about all the faxes the fax server has sent and received. There are two transaction logs; one for outgoing faxes, and one for received faxes. Every time you fax a document, FaxPress generates a log entry that indicates who sent the fax, when it was sent, where it was sent, and other information about the fax.
Administration Folders Administering FaxPress Fax Lines Through the Properties menu in this folder you can configure your fax lines. Refer to "Configuring Fax Lines" on page 8-19. Fax Lines can also be configured from the Server Properties’ Fax Line Settings tab. See "Configuring Line Settings" on page 5-13 additional information. Corporate Phone Books This is where you create the corporate phone books used by all your FaxPress users. Corporate phone books can be either native or external phonebooks.
FaxPress Administrator’s Guide Managing Transaction Logs The Transaction Logs folder in the Administration (Supervisor) branch of Faxmain, allows you to view and manage the FaxPress transaction log files. FaxPress' transaction logs contain information about all the faxes the fax server has sent and received. There are two transaction logs: Received Logs, and Transmitted Logs.
Managing Transaction Logs Administering FaxPress 3. Click on either Received Logs or Transmitted Logs. The Transaction Log dialog box will be displayed. 4. Enter the Start Date from which you would like to view the transaction log records. In the Days edit box, enter the duration for this view. 5. Click on the Filters tab to define filters for each of your transaction log folders. 6.
FaxPress Administrator’s Guide • Line—FaxPress line number on which the fax was received For transmitted transactions: • Sent by—Sender of the fax • To—Recipient of the fax • Bill Back—Bill Back code associated with the fax • Line—FaxPress line number used to send the fax Viewing Transaction Logs 8—8 1. To view an individual log record, you can either double click on the transaction, or right-click on the record to display a context menu.
Managing Transaction Logs Administering FaxPress To Save Transaction Logs 1. Right click on the folder for either Transmitted Logs or Received Logs. 2. From the context menu, select Save As. The Transaction Log dialog box will be displayed. 3. Define the date range and filters you want to employ for this log. 4. 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.
FaxPress Administrator’s Guide Defining Bill Back Codes Although FaxPress users can designate a bill back codes whenever they are sending 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. The administrator must first create a list of admissible bill back codes, then implement them by checking the Enforce Bill Back Code option in the User Properties dialog box.
Defining Bill Back Codes Administering FaxPress 5. Select Add to display the Add New Bill Back Code dialog box. 6. In the Bill Back Code edit box, enter a bill back code. The code can use up to 26 alphanumeric characters. 7. In the Description edit box, enter a description of up to 26 characters to describe the bill back code. 8. Click OK to add the bill back code. The new item will appear in the list of Bill Back Codes displayed in the dialog box. 9.
FaxPress Administrator’s Guide Product Activation Key The FaxPress server's FaxPress 7.0 software must be activated with a Product Activation Key, determined by your FaxPress unit's serial number, to enable the FaxPress 7.0 software and any associated FaxPress email gateways to function. To use the FaxMain utility to access Castelle's Activation Key request page and obtain your Product Activation Key, follow these steps: 1.
Product Activation Key 2. Administering FaxPress Next, in the Product Activation Key screen, click the Obtain Key From Web button to go to Castelle's Activation Key Request page for your FaxPress unit's Activation Key code. Next, select either the Activate Product or Enable 30 days evaluation radio button, then enter the 16-digit Activation Key code exactly as given in the Activation Key field. Include all hyphens, exclude spaces, then click Enable.
FaxPress Administrator’s Guide Configuring Fax Approval Fax Approval provides the administrator with an easy to use mechanism for imposing approval requirements prior to processing a Send Fax request and for appointing approval authorities. Approval requirements are based on telephone access: local, long distance or international phone numbers. Approvers are designated by their level of access privileges.
Configuring Fax Approval Administering FaxPress 2. Expand the Approval folder under Administration (Supervisor). 3. Double click on the Users Need Approval folder to display the list of all available users in the right panel, then right click on any user and select Required approval for >. 4. 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 transmittal.
FaxPress Administrator’s Guide Select Approvers Note: FaxPress approvers must have either Supervisor or Operator privileges. To assign Fax Approvers, follow these steps: 8—16 1. Login to Faxmain with supervisor privileges. 2. Expand the Approval folder under Administration (Supervisor). 3. Right click on the Approvers folder and select Assign Approvers.
Configuring Fax Approval 4. Administering FaxPress The new screen Approvers is displayed. The left panel displays all the available users with Supervisor 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. Approve Faxes When the FaxPress user sends a fax that requires approval, FaxPress will place a hold on the fax until it is approved by an authorized approver.
FaxPress Administrator’s Guide 2. Expand your Mailbox and select the Outgoing Faxes Queue folder. All the faxes currently in the queue will be listed in the right panel. The faxes with a clip board and check mark icon are awaiting approval. 8—18 3. Right click on the appropriate fax and select Approve and Yes. The fax will be sent and the icon will be changed from awaiting approval to sent as shown below. 4. To reject the fax, right click on the fax and select Approve and No.
Configuring Fax Lines Administering FaxPress Configuring Fax Lines 1. Login to Faxmain with supervisor privileges. 2. Expand the Administration branch and select the Fax Lines folder. All of your fax lines that are configured for this FaxPress server will be displayed in the right panel. The following column categories are included: 3. • Fax Line • Fax Number • Status • Line Direction • Routing Type • PBX • Remote ID • Imprint ID • Dialing Type Right click on a fax line in list.
FaxPress Administrator’s Guide 8—20 4. Select Properties from the context menu, and the following Fax Line Settings dialog box will be displayed. 5. The settings for this fax line can also be accessed through the Server Properties. See "Configuring Line Settings" on page 5-13 for more detailed information regarding the specific settings.
Creating Corporate Phone Books Administering FaxPress Creating Corporate Phone Books There are two different types of Corporate Phone Books, FaxPress Phone Books and External ODBC Database Phone Books. Note: For additional information regarding ODBC Database phone books, see Appendix A, 32 Bit ODBC Data Sources.
FaxPress Administrator’s Guide Create FaxPress Phone Books To create Corporate FaxPress Phone Books: Create a Group 1. Log into your FaxPress server with supervisor privileges and expand the Administration branch. 2. Expand the Corporate Phone Books folder and right click on FaxPress Phone Books and select Add Group from the context menu. The Add Group dialog box will be displayed. Group names can be used when sending faxes to broadcast your fax to any number of recipients.
Creating Corporate Phone Books 5. Administering FaxPress To add members to the group, right click on the Group name and select Add Member. The Edit Member dialog box will be displayed. 6. Fill in the Edit Member dialog box 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.
FaxPress Administrator’s Guide 2. 3. 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. a. 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 displayed. Use this dialog box to map the dBase fields (in Fields) to your FaxPress fields (in Target Phone Book Fields). b.
Creating Corporate Phone Books 4. Administering FaxPress After to have located the file, click OK to import the file. The phone book number will all be located in the folder ALL (if not Group is defined in your imported file) or the Group name (defined in the import file) folder under the FaxPress Phone Book folder. Export FaxPress Phone Books To export a phonebook: 1. Open Faxmain and login to a FaxPress server with supervisor privileges. 2.
FaxPress Administrator’s Guide 8—26 3. Right click on External Database Phone Books and select Add Database Phone Book from the context menu. 4. The Database Phone Book dialog box is displayed. You can create a new phone book, give it a name and select the type and location of the database from this screen. 5. To connect to either a Microsoft Access database or an Excel, FoxPro or dBase database, enter or browse for a file name and path.
Creating Corporate Phone Books Administering FaxPress is password protected, you need to provide this password. The supported ISAM file formats are: 6. • dBase versions III, IV, or V • Excel versions 3.0, 4.0, 5.0 and 8.0 • FoxPro 2.0, 2.5, 3.0 and DBC To connect to a DBMS server such as Microsoft SQL server, select an existing or create a new connection string. This is done by clicking the ‘select’ button. The local ODBC user interface comes up to allow you to select the “ODBC data source name”.
FaxPress Administrator’s Guide The Database Phone Book dialog box will be displayed. 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. 2. 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.
Creating Corporate Phone Books Note: Administering FaxPress If your database table contains separate fields for country code, area code and number you will need to select those separately, by clicking the Build button to separately select each of those fields and put them together to generate the fax number. • Company — Map this phone book field to the equivalent CompanyName column in your database table. This is an optional field.
FaxPress Administrator’s Guide Note: 8—30 You can use either ‘Logical AND’ or ‘Logical OR’ to define the logical relationship between those conditions. The ‘Operator’ provides a rich variety of conditions such as: Begins with, Ends with, contains, does not contain etc. 6. You can view the SQL statement that is generated as a result of the mapping and the criteria that you have set by clicking on the SQL Statement button. This is an informational field only. 7.
Creating Corporate Phone Books Administering FaxPress Create Table Joins To access multiple tables from one phonebook view, you must include a new table in your view and define a join or an association between a column in one table with a column in the new table. You must define a join for each of the tables from which you want to include data for your phone book. can include data from any number of tables, but at least one join has to be defined. 1.
FaxPress Administrator’s Guide soon as you enter a field from the new table the Table Joins button will now be activated. 4. Click on the Table Joins button. The Table Joins dialog box will be displayed. 5. Select the tables you want to join in Table 1 and Table 2. 6. Select the field in Table 1 to join to the field in Table 2 in Field 1 and Field 2. 7. Click the Add Join button. The view now includes data from two different tables.
Creating Corporate Phone Books Administering FaxPress 2. Click the Build button (to the right of Fax Number). The Build Fax Number dialog box will be displayed. 3. To have FaxPress automatically build a fax number, you must map the following FaxPress fields to the fields in your database table. • Table— The table that contains the phone number fields • Country Code— The country code to include with the fax number • Area Code— The area code to include with the fax number.
FaxPress Administrator’s Guide 8—34 3. If you are connecting to an SQL database such SQL server which requires a ‘Data Source Name’ (DSN) to be setup on the user’s workstation, and you have followed the above process to first setup the DSN on your (administrator) workstation and created the database connection and views. 4.
Creating Corporate Cover Pages Administering FaxPress Creating Corporate Cover Pages Corporate Cover Pages are created the same way as standard cover pages. Follow the process detailed in "Creating a Master Cover Page" in Chapter 14.
FaxPress Administrator’s Guide 8—36
Developing Custom Software 9 Overview .......................................................................................................... 9-2 FaxPress Drop Directory ................................................................................ 9-3 FaxPress Software Developers’ Kit (SDK) ................................................. 9-12 Castelle SimpleFax Utilities..................................................................... 9-12 Castelle Programming Interface (CPI)..................
FaxPress User’s Guide Overview Castelle's FaxPress Drop Directory, the Castelle Software Development Kit (SDK) and the associated Castelle Programming Interface (CPI) software are designed to allow developers easy deployment of production faxing in almost any environment. These features enable automated inbound and outbound faxing from many operating systems (MainFrame, AS400, UNIX based, etc), back end accounting packages, and ERP packages.
FaxPress Drop Directory Developing Custom Software FaxPress Drop Directory Using Castelle's Drop Directory, FaxPress 7.0 server supports the sending of outgoing faxes through special directories under the /Castelle/serial_number directory, allowing faxes to be sent without user intervention. Drop Directories must be created manually by the FaxPress administrator as the first step in setting up the entire Drop Directory process.
FaxPress User’s Guide administrator should create this configuration file with the necessary command lines. If jobqueue.cfg file already exists in the system directory then the FaxPress administrator should edit this file to make sure that command lines relevant to the Drop Directory process are included in the file. The jobqueue.
FaxPress Drop Directory Developing Custom Software Example: PRIORITY 10 DIRECTORY SCANDIR1 FCF PRIORITY 20 DIRECTORY SCANDIR2 FCF DIRECTORY SCANDIR3 FCF Example of jobqueue.
FaxPress User’s Guide When HIPRI1, HIPRI2, EXPRESS1, and EXPRESS2 jobs have all been processed, jobs for user SOMETIME_SOON will be alternately taken from REGULAR1 and REGULAR2. Only after no jobs remain in any of the other drop directories, will jobs be taken from LOWPRI, for the FaxPress user ANY_TIME. Note: The JOBQUEUE.CFG file must contain strictly ASCII data. It should not be edited with a word processing type of editor (such as Microsoft WORD, WRITE, or WORD-PERFECT).
FaxPress Drop Directory Developing Custom Software must be the same as the extension specified along with the drop directory pathname in JOBQUEUE.CFG. The first characters of a job control filename are also used for the name of the notice files generated for the jobs originating from the control file. Each job control file consists of a series of ASCII lines (each terminated with an ASCII line feed character) that specify how the job is to be handled.
FaxPress User’s Guide • ##PCL • ##DCX • ##PCX • ## - specifies resolution for jobs to be standard or fine, • Available resolutions are: • ##STANDARD (100 x 200 DPI) • ##FINE (200 x 200 DPI) • ##DELAY mm/dd/yy hh:mm - specifies date (mm/dd/yy) and time (hh:mm) to delay sending for jobs. • • ##NODELAY - specifies sending is not to be delayed-default unless ##delay directive appeared earlier in job definition file.
FaxPress Drop Directory Developing Custom Software • ##COVER -or- ##NOCOVER - specifies whether or not to include a cover page for the job. • • ##COVERNAME name - specifies the name of the cover page to be used to send the fax. This must be followed by ##COVER directive to ensure cover page is included.. ##FROM name - specifies name to appear in cover page sender name field. • ##SENDERFAX phone number - specifies the phone number to appear in cover page Sender fax phone number field.
FaxPress User’s Guide • ##NOPRINT - neither a confirmation nor full fax image is to be printed after fax has been transmitted. Example: Job Control File containing Fax Data ##DIAL 1 408 496 0502 Dear John, This is a demonstration of the drop directory mechanism of FaxPress. 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.
FaxPress Drop Directory Developing Custom Software Job Data Files After the FaxPress has been configured to query a drop directory, the application can put the job data and control files in the directory. The data files should be put into the directory before the control files. This sequence of the data files being deposited into the Drop Directory before the control files is crucial, and cannot be emphasized enough.
FaxPress User’s Guide FaxPress Software Developers’ Kit (SDK) Castelle offers the complimentary FaxPress Software Developers Kit (SDK) to allow developers to add faxing capabilities to their existing applications and develop custom faxing applications.
FaxPress Software Developers’ Kit (SDK) Developing Custom Software • Retrieving incoming faxes • Checking status of outgoing faxes • Retrieving notifications • Retrieving incoming, outgoing and notification lists • Merging document templates with recipient data base and broadcasting faxes (similar to Mail Merge) • Checking status of the server These utilities require a much shorter learning curve and are simple to use.
FaxPress User’s Guide The Programmer’s Manual provides complete information on how to develop applications using the utilities. The Software Developers Kit includes all the source code for the utilities as well as Visual Basic sample code which demonstrates how those utilities are being used from a Visual Basic application. Castelle Programming Interface (CPI) Castelle Programming Interface (CPI) is an extensive API that provides full access to all of FaxPress server functionality.
FaxPress Software Developers’ Kit (SDK) • Server configuration functions • User settings functions • Printing functions Developing Custom Software CPI consists of a set of DLLs: • 32 bit DLLs for Windows 95/98 and NT • 16 bit DLLs for Windows 3.1 and 3.11 The Software Developers Kit includes: • CPI libraries, DLLs and include files for FaxPress versions 3.7.3, 40.1, 4.02, and 5.0 (5.01 CPI is the same as 5.
FaxPress User’s Guide 9—16
Archiving Faxes 10 What’s In This Chapter Overview ........................................................................................................ 10-3 Preparing for Installation............................................................................. 10-6 Environment Requirements...................................................................... 10-6 Databases .................................................................................................
FaxPress Administrator’s Guide FP Job Type Table.................................................................................. 10-54 FP File Info Table................................................................................... 10-55 FP UNC Table ........................................................................................ 10-56 FPMiscInfo Table................................................................................... 10-56 FPBillback Table ...................................
Overview Archiving Faxes Overview FaxPress Archive provides five essential archival functions: • All of your FaxPress servers can be backed up to a single database. • Archives outgoing faxes, incoming faxes, and transaction logs for all FaxPress users. • Creates archival transaction information for each fax or log and stores the data in a database. • Allows all of your users to view, sort, mail, print, and re-send archived faxes directly through Faxmain.
FaxPress Administrator’s Guide FaxPress Archive performs all the features necessary to manage and create fax archives including: • Automatic scheduling of archive process as often as every 10 minutes. • Automatic purging of faxes upon successful completion of the archive process. • A user friendly wizard automates the archive configuration process. • Ability to choose between two modes of operation, on-line and backup.
Overview Archiving Faxes to use MS SQL, you must create a database prior to starting the FaxPress Archive installation. If you use MS Access, a database will be automatically generated for you during the installation process. No MS Access application program needs to be installed on your system. Once the archive program is started, it goes through the outgoing and incoming fax queues for all the users and stores all the faxes into a directory specified by the administrator.
FaxPress Administrator’s Guide Preparing for Installation Note: Make sure that you read and understand the following information before you attempt to install FaxPress Archive. Environment Requirements Note: You can not configure your archive service remotely. This means that you must configure your archive parameters on the same workstation that you installed the archive program. Otherwise the settings will not take effect.
Preparing for Installation • Archiving Faxes If your are using an Access database, the service account that is used to run the service must have read permission to the directories where the FaxPress is installed and write permission on the directory and subdirectories where the faxes are stored. The FaxPress serial number account must have write permission to the directories where the archived faxes are stored also.
FaxPress Administrator’s Guide If you do not have a database server, select Microsoft Access and the install program will create a database file for you. Note: You DO NOT need to have a Microsoft Access application installed on your machine to use this feature. Creating a User Account for the FaxPress Archive The installation process will prompt you for a user account name and password for the FaxPress Archive program (Windows NT service).
Preparing for Installation Archiving Faxes 2. From the Policies pull down menu, select User Rights. The Users Rights Policy dialog screen is displayed. 3. Click the box to Show Advanced User Rights. 4. From the Right scroll down list, select Log On as a Service. The Add Users and Groups dialog screen is displayed. 5. Select the correct domain name from the List Names From scroll down list. 6. Click the Show Users button and select your FaxPress Archive user name from the Names scroll down list.
FaxPress Administrator’s Guide For more information on adding user accounts and setting password and other parameters, consult your Windows NT documentation for more detailed instructions. Note: 10—10 Make sure the password is correct. The archive program has no way of testing this until the service is run.
Installing FaxPress Archive Archiving Faxes Installing FaxPress Archive To install FaxPress Archive, follow these steps: 1. Place the Castelle CD-ROM in the drive. The autorun program will be launched from your CD ROM drive. The Castelle FaxPress Setup screen will be displayed. Click Install FaxPress to begin in the installation process. The FaxPress Project Setup will prepare the InstallShield® Wizard to guide you through the rest of the installation process.
FaxPress Administrator’s Guide 10—12 2. The Welcome screen requires you to click Next> 3. In the Select Installation, click the Administrator Installation button to install the FaxPress server software.
Installing FaxPress Archive Note: 4. Archiving Faxes If the FaxPress client has previously been installed on the workstation you will be prompted with an additional screenshot to either “Install FaxPress Server, or its Add on Products. . ." or "To uninstall the existing FaxPress client". Choose the first option, "To install the FaxPress Server. . ." Select Add On Products.
FaxPress Administrator’s Guide 10—14 5. Select FaxPress Archive. 6. Click Next>.
Installing FaxPress Archive Archiving Faxes 7. Enter the installation account name, password, and domain name that you created in "Creating a User Account for the FaxPress Archive" on page 10-8 in the User Account Information dialog box. Click Next>. 8. The next screen provides you the option of selecting the location where FaxPress Archive will be installed. To keep the default location click Next> or click Browse to specify a different location.
FaxPress Administrator’s Guide 9. Select the folder to install FaxPress Archive icons by clicking Next> to accept the default path or Browse to specify a new path. The FaxPress Archive service files will be copied to your machine. At the end, a DOS prompt windows will be opened. Please wait for a few seconds for this program to install the FaxPress Archive service. When this is complete the FaxPress Archive configuration program will be automatically launched.
Configuring the FaxPress Archive Archiving Faxes Configuring the FaxPress Archive At the completion of the installation process the FaxPress Archive install program will automatically launch the configuration program.
FaxPress Administrator’s Guide Select Database 1. When archiving faxes, FaxPress Archive generates fax archive information data. This data and the transaction log files (if selected for archival) is stored in a database for subsequent archive retrieval operations. The Database Selection dialog box prompts you to select the type of database to use archive data storage. • SQL Database Server: Use this selection if a relational database server (e.g. MS SQL Server, Oracle server, and IBM DB2 server, etc.
Configuring the FaxPress Archive 2. Archiving Faxes If you selected Microsoft Access, proceed to "Configure Microsoft Access Database" on page 10-19. If you selected SQL Database Server, proceed to "Configure MS SQL Database" on page 10-20. Configure Microsoft Access Database To use a Microsoft Access database for storage of the archive information data performing the following steps: 1.
FaxPress Administrator’s Guide Configure MS SQL Database 1. If the SQL Database Server option is selected, the ODBC DSN dialog box will be displayed. The current ODBC connect string will be displayed in the edit box. The connect string is generated automatically when a DSN is selected and a connection to the server is successful. 2.
Configuring the FaxPress Archive 1. Archiving Faxes Select the FaxPress server you want to archive in the FaxPress Selection dialog box. The list of available FaxPress servers is displayed in the left column. Transfer them to the right column by double clicking a server, by highlighting a server and clicking the Add > button, or select all by click the Add All>> button. Select Next>. Note: If multiple FaxPress servers are selected, the servers must all be installed under the same Castelle directory.
FaxPress Administrator’s Guide 10—22 2. The Fax Archive Location information screen shows you the location where the archived faxes are stored. 3. The Archiving Transmitted Faxes dialog box configures the options for outgoing faxes.
Configuring the FaxPress Archive • Archiving Faxes Archive Sent Faxes: If you select this option all faxes that have been successfully transmitted will be archived. • Do not archive failed faxes: If you select this option failed faxes will not be archived. Note: 4. If you choose to archive transmitted faxes, the FaxPress server Advanced parameters will automatically be set to Keep Sent Faxes. Otherwise, the sent faxes are automatically removed from the outgoing queue after a successful transmission.
FaxPress Administrator’s Guide Note: Archived faxes get deleted from the Incoming Fax Queue, therefore, they will only be visible to the user through the Archived received faxes folder in Faxmain. This is only available if the on-line mode is selected. Refer to step 1, on page 10-17. c. Do not archive unaddressed faxes: This option specifies that all faxes in the unaddresesed incoming queue are not archived.
Configuring the FaxPress Archive Note: 6. Archiving Faxes FaxPress transaction logs are not deleted at the completion of the archive process. 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 database. a. What file format should the faxes be stored: Options for file format include DCX or TIFF. TIFF files are usually smaller than DCX files. b.
FaxPress Administrator’s Guide 7. The Specifying an Archival Schedule dialog box allows you to specify when and how often the archive program will run. • Run FaxPress Archive every: Choose this option to run the archive pro- gram periodically. The interval can be specified next to this option. Intervals are specified by hours and minutes. Choose an interval that is appropriate. This option is recommended when you have chosen to use FaxPress Archive in on-line mode in step 1, on page 10-17. • 8.
Configuring the FaxPress Archive Note: Archiving Faxes FaxPress Archive automatically deletes archived faxes from the Faxmain Queues. Purging of Archive faxes applies to faxes available through Archived Transmitted or Received Faxes folder in Faxmain. Purging should be enable if the archived faxes are not required to be kept permanently or to prevent the database and disk space usage from growing too large. Purging will remove the records from the database and the actual fax files will be deleted. 9.
FaxPress Administrator’s Guide are verified to ensure the correct format. The tables are also verified if an existing Access database is selected. If the archive program is already running, it must be restarted for the changes to take effect.
Starting Archive Services Archiving Faxes Starting Archive Services After you have installed and configured FaxPress Archive you need to start the FaxPress Archive Service. To start FaxPress Archive service: 1. Go to your Windows NT Control Panel and open Services. 2. Highlight FaxPress Archive and click the Startup button. 3. Select Automatic for Startup Type and in Logon As: select This Account:.
FaxPress Administrator’s Guide Updating FaxPress Archive Anytime you change the configuration of FaxPress Archive you must restart the FaxPress service. For detailed instructions, refer to "Starting Archive Services" on page 10-29. You can change or create a new database, change the archive schedule, the mode of operation, or what files are archived at any time by running the FaxPress Archive configuration program.
Managing Archived Faxes Archiving Faxes Managing Archived Faxes Note: Your faxes will only be archived if your FaxPress Administrator has licensed the FaxPress Pro Package and configured the archive service for your FaxPress servers. Locating your Archived Faxes FaxPress Archive can be configured to store archived faxes in two locations: 1. At the individual user level, the user’s personal archived faxes are stored in two folders under the user’s Mailbox branch.
FaxPress Administrator’s Guide 2. At the FaxPress Administrator level (logged in with supervisor privileges), FaxPress archive stores all archived faxes for each server in two folders under the Administration branch of Faxmain. If configured for archiving transaction logs, the Fax Archive will have an additional folder, Archived Transaction Logs. For more information on archived logs refer to "Creating Archived Transaction Log Filters" on page 10-42.
Managing Archived Faxes 2. Archiving Faxes Expand the server folder and open your Mailbox. Two folders will be displayed if FaxPress Archive has been configured for your FaxPress server: Archived Sent Faxes and Archived Received Faxes. The Archived Sent Faxes folder contains all the archived faxes that has been sent by you and the Archived Received Faxes folder shows all the faxes that have been received by you. 3. Open either of these folders and select the archived fax you wish to view. Note: 4.
FaxPress Administrator’s Guide Received Faxes and Archived Sent Faxes for all users and Archived Transaction logs. 5. To save your archived fax to a new name or location, right click on the archived fax and select Save As. A Save As dialog box is launched. You can specify a new name and location for the archived file. 6. To print your archived fax, right click on the fax and select Print. This will launch the standard print dialog box. 7.
Managing Archived Faxes Note: Archiving Faxes Deletion is done through the purging option in the archive program itself. 11. To sort a list by a particular column, simply click on the column header and the list will be sorted in ascending order by that column. Filtering Archived Faxes The Archived folders can be filtered so that only items that match a certain criteria will be shown. On each of the archived folders, a context menu is available that allows the user to set the filter.
FaxPress Administrator’s Guide 3. Select Set Filter. The Archived Transmitted Faxes Filter dialog box will be displayed. 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 FaxPress user. • Sent— Filters the list so that only faxes that were sent with a particular time will be shown.
Managing Archived Faxes Archiving Faxes a particular phrase, and also faxes whose descriptions that match the phrase exactly. • Destination number— Filters the list so that only faxes sent to a certain fax number will be shown. Dropping the list allows options for selecting faxes to all destination numbers, fax numbers that begin, contain, or end with a certain number, and faxes to a specific fax number. • Fax Status— Filters the list so that only faxes with a certain status will be show.
FaxPress Administrator’s Guide 3. Select Set Filter. The Archived Received Faxes Filter dialog box will be displayed. For archived received faxes, the following filter options are available: • List All Archived Incoming Faxes— Select this option to show all received faxes for the current FaxPress user. • Sent— Filters the list so that only faxes that were received with a particularly time will be shown.
Managing Archived Faxes Archiving Faxes comments, faxes whose comments begin, contain, end with a particular phrase, and also faxes whose comments that match the phrase exactly. • 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, OK status, and not OK status. • Users— Filters the list so that only faxes received by the specified user will be shown.
FaxPress Administrator’s Guide Managing Saved Faxes Saved faxes are not associated with a FaxPress database, so you do not have to login to a FaxPress server to view or manage them. 10—40 1. To access your saved faxes, first expand your Saved Faxes folder and (if you have created them) any subfolders, to display your list of saved faxes. 2. To create a new subfolder, right click on Saved Faxes and select Add Folder from the context menu. The Add Folder dialog box will be displayed. 3.
Managing Saved Faxes 5. Archiving Faxes From the context menu, you can select: • View... — Open the saved fax in the Viewer. This viewer application is set in your personal preferences options. See also "Selecting Viewer Application" in Chapter 10. • Print— Print the fax. • Delete— Removes the fax from your Saved Faxes folder. The fax may still be available through your incoming or outgoing fax queues or through your archived faxes folders.
FaxPress Administrator’s Guide Using FaxPress Archive To view archive faxes and/or transaction logs click on the Fax Archive folder under either the Administration (Supervisor) or your Mailbox in Faxmain. You can now view, resend, and define filters for your archived faxes and transaction logs. For faxes the processes are identical to the processes for end users. For more information on defining filters for faxes refer to your FaxPress User’s Guide.
Using FaxPress Archive 5. Archiving Faxes Right click on the folder to bring up the context menu and select Set Filter. The Received Transaction Logs dialog box will be displayed. For archived received logs, the following filter options are available: • List All Received Transaction Logs— Select this option to show all received logs in the archive. This may take a while to show depending on how many transactions are stored in the archive.
FaxPress Administrator’s Guide greater than or equal to a certain number of pages, and also the specified number of pages. • RTI— Filters the list so that only receptions from a fax machine with a particular remote terminal ID (RTI) will be shown. Dropping the list allows options for selecting receptions from a machine with a RTI that begins, contains, ends, or matches the specified phrase. • Baud Rate— Filters the list so that only receptions received at particular baud rate will be shown.
Using FaxPress Archive 5. Archiving Faxes Right click on the folder to bring up the context menu and select Set Filter. The Transmitted Transaction Logs dialog box will be displayed. For archived transmitted logs, the following filter options are available: • List All Transmitted Transaction Logs— Select this option to show all transmitted logs in the archive. This may take a while to show depending on how many transactions are stored in the archive.
FaxPress Administrator’s Guide • RTI— Filters the list so that only transmissions sent to a fax machine with a particular 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. • Baud Rate— Filters the list so that only transmissions sent at particular baud rate will be shown.
Troubleshooting the Archive Service Archiving Faxes Troubleshooting the Archive Service Problems After Installing the Archive Service You have installed the archive service, but the service is not listed in the services applet of the control panel. Perform the following steps: 1. Go to the command prompt 2. Change directory to the Program Files\Castelle\FaxPress\Fax Archiver directory. 3. Execute the following command: archive -u. 4. Execute the following command: archive -i. 5.
FaxPress Administrator’s Guide number has been changed from the old FaxPress serial number to the new FaxPress serial number, the faxes will once again be displayed in FaxMain. To change the FaxPress serial number in the archive database, perform the following steps: 1. Stop the archive service. 2. Open the ARCHIVE.MDB file located in the CASTELLE\ARCHIVE\DATABASE directory on your file server. 3. Open the FPFAXINFO table in the database. 4.
Information Storage Archiving Faxes Information Storage In order to keep track of the fax jobs, the information associated with the fax must also be kept. The information is stored into databases as follows.
FaxPress Administrator’s Guide Outgoing Fax Information For outgoing faxes the following information is available: 10—50 FaxPress Server Serial # of FaxPress server Job ID Job ID of the outgoing fax Date/Time Date and time fax was submitted User Sender of the fax Company Company name of the recipient Destination Number Fax number to send fax to Pages Number of pages of the fax Status Transmit status of the fax Resolution Resolution of the fax Description Description or subject of the f
Information Storage Archiving Faxes Transmitted Log Information For transmitted faxes the following information is available FaxPress Server Serial # of FaxPress server Job ID Job ID of the outgoing fax Date/Time Date and time of transmit attempt User Sender of the fax Destination Number Fax number to send fax to Pages Number of pages of the fax Resolution Resolution of the fax Description Description or subject of the fax Status Status of the transmit attempt RTI Remote Terminal ID of
FaxPress Administrator’s Guide Received Log Information For received faxes, the following information is available: FaxPress Server Serial # of FaxPress server Job ID Job ID of the incoming fax Date/Time Date and time of the received fax User Recipient of the fax Pages Number of pages of the fax Resolution Resolution of the fax Status Status of the received fax RTI Remote Terminal ID of the transmitting fax machine Duration Time it took to receive the fax.
Information Storage Archiving Faxes FPFaxInfo Table The FPFaxInfo table is used to keep track of both incoming and outgoing fax records. The FaxPress Serial Number field keeps track of which FaxPress this job belongs to. The Resolution ID field points to a value in the FP Misc Info table that contains the resolution field value. The JobTypeID points to the JobTypeID in the FPJobType table that contains what type of job this is (incoming/outgoing fax).
FaxPress Administrator’s Guide ResolutionID ID of the resolution. This points to the MiscInfoID of the FPMiscInfo table that contains the value for this field. See the information about the FPMiscInfo table. Description This contains the description or subject of the fax. Destination Number Destination fax number (outgoing only) FileID ID of the file name of the fax. This points to the FileID field in the FPFileInfo table which identifies the fax image name.
Information Storage Archiving Faxes FP File Info Table The FPFileInfo table contains a list of the archived fax image file names The fax image is located under the Castelle\Archive\Faxes\Year\Month directory which is located on the file server that the FaxPress server is installed on. Year is a four digit year that depends on the timestamp of the fax record. Month is a three-letter abbreviation for the month that is also dependent upon the timestamp of the record.
FaxPress Administrator’s Guide FP UNC Table The FPUNCInfo table contains a list of UNC paths to the archive directory. Currently, UNCPath should only point to the Archive subdirectory under the Castelle directory on the file server that the FaxPress server is installed on. E.g. For Windows NT systems, it would be \\Server\Castelle\Archive, where Server is the name of the file server where the FaxPress is installed and Castelle is the share name of the Castelle directory.
Information Storage Archiving Faxes information name and value and is used by the FPFaxInfo and FPTransactInfo tables to store these values. MiscInfoID ID of the miscellaneous information InfoName Name of the miscellaneous information InfoValue Value of the miscellaneous information FPBillback Table The FPBillBack table contains a list of all the bill back codes used in the transaction logs. This is used by the transmit log records only.
FaxPress Administrator’s Guide 10—58 FaxPressSerialNumber Serial # of FaxPress server JobID Job ID of the job DateTime Date and time of transmit/receive attempt in the format YYYY/MM/DD HH:MM, e.g. 1999/12/15 23:30 JobTypeID ID of the job type. This points to the JobTypeID field in the FPJobType table which identifies the type of job of the record. UserID ID of the sender or recipient. This points to the UserID field in the FPUsers table that stores the names.
Information Storage Archiving Faxes FPReserved Table The FPReserved table contains application defined values.
FaxPress Administrator’s Guide Archive Table Relationships The fax archive tables have the following overall relationships: 10—60
Information Storage Archiving Faxes A logical view of the table relationships for Incoming and Outgoing faxes would look like the following: 10—61
FaxPress Administrator’s Guide A logical view of the table relationships for Transmitted and Received logs would look like the following: 10—62
Information Storage Archiving Faxes 10—63
FaxPress Administrator’s Guide 10—64
Part 2 FaxPress User’s Guide
FaxPress User’s Guide
FaxPress Basics 11 What’s In This Chapter Faxmain.......................................................................................................... 11-2 FaxPress Neighborhood................................................................................ 11-3 FaxPress Server........................................................................................ 11-3 Mailbox ....................................................................................................
FaxPress User’s Guide Faxmain The primary FaxPress component is Faxmain. From Faxmain you can logon to any of your FaxPress servers and send faxes. Faxmain adopts the standard tree structure used by Windows Explorer™. This structure organizes the FaxPress user interface in an easy-to-follow linear format for both the FaxPress administrator and FaxPress clients. The top tier of the Faxmain tree is the FaxPress Neighborhood.
FaxPress Neighborhood FaxPress Basics FaxPress Neighborhood The FaxPress Neighborhood allows you to access or register multiple FaxPress servers from your workstation. Once you have added the FaxPress server to your Neighborhood, the names of each server are displayed on the tree. FaxPress Server You can select any of the FaxPress servers from the list of available servers in your FaxPress Neighborhood and log on to it.
FaxPress User’s Guide Your Mailbox houses all the folders associated with the creation, transmittal and receipt of your faxes. By default, the Outgoing Faxes Queue, Incoming Faxes Queue and Notices folders are displayed in your Mailbox. If you would like to view the other available folders: e.g., Archived Transmitted Faxes, Archived Received Faxes, Cover Pages, Print Queues and Personal Phone Books, you can make them visible in your Personal Preferences Options.
FaxPress Neighborhood FaxPress Basics direct dialing criteria are send to the Unaddressed Mailbox and then must be routed to the FaxPress recipient from a FaxPress user with router privileges. To insure confidentiality, routers are only allowed to view the first page of a fax. For more information on configuring inbound fax routing, refer to "Configuring Fax Lines" in Chapter 3.
FaxPress User’s Guide Print Queues This folder lists the jobs in the logged-on FaxPress server’s Parallel print queues. Users can manage only their personal jobs. Cover Pages Cover Pages can be included when you send a fax. FaxPress includes templates for 42 different cover page designs (see "Personal Folders" on page 11-8). You can download any of these templates to your FaxPress server. They will then be available from the Cover Page folder in your Mailbox, or you can create new ones.
FaxPress Neighborhood FaxPress Basics Corporate Phone Books This is a phone book that can be accessed by any FaxPress user; it contains the phone numbers most often used by all FaxPress users. Only the FaxPress users with supervisor or operator privileges can edit the corporate phone book. There are two different types of Corporate Phone Books: • FaxPress Phone Book— This is a phone book file which resides on the FaxPress file server and is managed by the FaxPress supervisor.
FaxPress User’s Guide Personal Folders The Personal Folders branch of the Faxmain Tree lets you create and save information for your personal use. All of the data contained in the personal folders in stored on your workstation. The setting for your Personal Folders (refer to "Setting Personal File Storage Location" in Chapter 10) may be distinct for different users using the same workstation. These settings are based on your Windows login settings; thus providing unique instances.
Personal Folders FaxPress Basics • FaxPress Phone Book—This is a phone book file which resides on your local machine and is managed by you. You can individually add members to the phone book (or phone book group) and import and export phone books to a variety of file formats. For more information, refer to "Creating Local Phone Books" in Chapter 15.
FaxPress User’s Guide Favorite Messages Favorite Messages are short textual messages that appear in the Note field of the cover page.You can create a set of favorite messages that can be used in outgoing faxes. For more information, refer to "Using Favorite Messages" in Chapter 16.
FaxPress User Privilege Levels • FaxPress Basics Supervisor Can do anything an Operator can; additionally, Supervisor can add, delete, or edit users, set FaxPress' default settings, and print FaxPress' transaction logs.
FaxPress User’s Guide 11—12
Sending Faxes 12 What’s In This Chapter Sending Faxes from Applications ................................................................ 12-2 Using FaxPress Icon in Word .................................................................. 12-5 Accumulate Fax: Sending Multiple Documents in One Fax Job.......... 12-3 Sending Faxes from Faxmain....................................................................... 12-8 Addressing the Fax..........................................................................
FaxPress User’s Guide Sending Faxes from Applications FaxPress supports native attachment faxing for most common applications this means that for many applications you do not need to do a print from the document, you do not need to even have the application opened. In this sense it is very much like attaching a document when sending email. Refer to "Attaching Native Documents" on page 12-13.
Sending Faxes from Applications Note: Sending Faxes The Login dialog box will not appear if you set the third-party send fax option in the Personal Preferences Options dialog to use the previous login information. When the Send Fax dialog box appears, enter the details for the fax transmission.
FaxPress User’s Guide 12—4 2. Next, from an open application, print to the Castelle DCX Driver. 3. Faxmain’s Send Fax dialog box will appear as it would even if the Accumulate fax function were not enabled. With this function enabled, however, the user can continue to open new applications and print additional documents to the Castelle DCX Driver. All submitted Castelle DCX print jobs will be accumulated as additional fax attachments until the user clicks either the Send Fax or Cancel button.
Sending Faxes from Applications 4. Sending Faxes To bring the Send Fax dialog box to the front of your open applications, click the Accumulated Fax icon to the right of the FaxPress icon in your System Tray. Using FaxPress Icon in Word To make it even easier to fax from within Microsoft Word ‘97, you can add a FaxPress icon to the Word Tools bar. When selected, the FaxPress icon will bring up the FaxPress Send Fax dialog, where you can enter information and send the fax.
FaxPress User’s Guide 12—6 2. The Install Word Faxing Word document will be displayed. 3. To install the FaxPress interface and insert the FaxPress icon in your tool bar, click the Install button.
Sending Faxes from Applications Sending Faxes 4. Close Word and then restart the application. The FaxPress Icon should now appear on your Word Tool Bar. 5. You can also access FaxPress by selecting Castelle FaxPress from the File pull down menu.
FaxPress User’s Guide Sending Faxes from Faxmain There are many methods to send faxes even from within Faxmain. All of these lead to the Send Fax dialog box. 1. Click on Compose Fax in the Fax pull down menu. 2. Click the Compose icon in the tool bar. 3. Right click on any fax in your Saved Faxes list, and select Send in the context menu. For more information about saved faxes, refer to "Managing Saved Faxes" in Chapter 12. 4.
Sending Faxes from Faxmain • 4. 5. Sending Faxes Arrange attachments. Click on the Options tab if you want to set non-default delivery options: • Set delivery parameters. "Specifying Delivery Options" on page 12-15. • Set bill back parameters. • Set dialing parameters. • Set resolution. • Set print parameters. Send the Fax by clicking on the Send Fax button.
FaxPress User’s Guide the two in the first ten will receive a single fax and the three in the second ten will receive a second fax instead of all five recipients receiving a single fax. 0 = Each recipient will receive a separate fax. 3. Exit the FaxPress FaxMain client and restart it for the change to take effect. Make sure that you use the cover page with multiple addresses when you send to a list of recipients. Addressing the Fax To send a fax through the Faxmain interface: 1.
Sending Faxes from Faxmain • Recipient name @ company @ recipient_fax_number • @ company @ recipient_fax_number Sending Faxes You can also click on User icon to pull up the New Recipient dialog box. See "Adding New Recipient" on page 12-19. Or click on the To... button to pull up the Phonebook dialog box. 3. Click on the Cover Page list arrow to select a cover page. For more information, see "Creating Cover Pages" in Chapter 14. 4.
FaxPress User’s Guide Attaching Files The Attachments tab allows you to attach native documents without having to convert them to fax format first. The conversion to fax format happens automatically in the background. The only requirement is that the application must be installed on your client PC. Supported Applications The following types of applications have been validated on FaxPress: • Word 6.0, 7.0, 97, 2000 • Excel 5.0, 7.0, 97, 2000 • PowerPoint 4.0, 7.0, 97, 2000 • WordPerfect 7.
Sending Faxes from Faxmain Note: 3. Sending Faxes If the print options is not present, FaxPress will not support the attachment. Select Print. If the application prints, then it is likely that FaxPress supports it. Attaching Native Documents You can attach one or more files to your fax. 1. If you want to attach a document to the fax, click on the Attachment tab to display the Attachments dialog box.
FaxPress User’s Guide 2. 3. To add an attachment not in your Favorite Documents list, use the Browse button to navigate to the directory containing the attachment, then highlight it and click on Add. The attachment will then appear on your Attachments list in the Attachments window. 4. Similarly, you can use the Remove button to remove items from the Favorite Document list. Note: 12—14 Files are only saved to or removed from the Favorite Document list once a fax is sent.
Sending Faxes from Faxmain 5. Sending Faxes If you have multiple attachments and want them to appear in a particular order, use the Move Up and Move Down buttons to arrange the items listed in the Attachments list. Specifying Delivery Options To set delivery options, click on the Options tab, which will open the Options window. In the Options tab you can set the following parameters: • Delivery Options — From this area you can specify immediate delivery or delivery on a specified day and time.
FaxPress User’s Guide – Fax line to use. • Resolution — In this area you can specify Fine (200 dpi) or Standard (100 dpi) resolution. • Printing — In this area you can use selection boxes buttons to specify: – Print fax — which will send the fax to the printer as well as the recipi- ent. – Print confirmation — which will print a confirmation once the fax has been sent successfully. Confirmation consists of the first page of the fax compressed and a short notice of the transmission.
Sending Faxes from Faxmain 1. Sending Faxes Clicking on the To... button in the Send Fax dialog box to display the Address Fax dialog. You can select an addressee or groups of addressees from the corporate phone book, your personal FaxPress phone book or a local phone book linked to your workstation. Note: • Note: You can also address a fax—with full FaxPress address parameters—to a party who is not listed in a FaxPress phone book by clicking New. This pulls up the New Recipient dialog box.
FaxPress User’s Guide • Group—The name of the phone book group currently open. If you select a group name from your phonebook, you can broadcast your fax to any number of recipients. • Phone book Members—List the fax recipients associated with the selected phone book group. • Name—The last and first name of the group member as listed in the recipient’s profile. You can arrange the group entries in alphabetical order by name by clicking on the Name button.
Sending Faxes from Faxmain • Sending Faxes Properties—Displays the member profile for the highlighted entry in the Recipient List. If you have set the user Phonebooks option to use Exchange/Microsoft Outlook contact lists, the following screen is displayed: Note: For more information on using Microsoft Outlook/Exchange Address Book dialog box refer to the specific mail service’s documentation.
FaxPress User’s Guide user icon in the Send Fax dialog box. Either way, the New Recipient dialog box opens. 2.
Sending Faxes Using the Broadcast Switch Sending Faxes Sending Faxes Using the Broadcast Switch Castelle’s FaxPress broadcast switch feature allows you to switch from one fax per recipient at the same number to one fax per up to five recipients at the same phone number. If you send a fax to five recipients and they are all at the same phone number the FaxPress will send a separate fax to each recipient by default.
FaxPress User’s Guide Sending Faxes with FaxTray The FaxTray application allows you direct access to the FaxPress Send Fax form from your system tray. To send faxes with FaxTray, you must have installed FaxTray in your Windows Tray. (See "Setting General Options" on page 14-5.) After you have installed FaxTray in your Window Tray, follow these steps: 1. Click on the FaxPress Paper Airplane icon to bring up the FaxPress Server Login screen. 2. Select the FaxPress server from the scroll down list. 3.
Sending Faxes from Explorer Sending Faxes Sending Faxes from Explorer You can send a fax from Windows Explorer by using its Send To feature, because when you installed FaxPress, it was automatically added to your list of send options. Note: 1. Before sending a file, verify that the file type is supported by FaxPress. Refer to "Supported Applications" on page 12-12. Right click on a file and then on Send To. 2. Select FaxPress. 3.
FaxPress User’s Guide Managing Sent Faxes 1. All of the Outgoing Fax management functions are available through Faxmain. To access them you must be logged into a FaxPress server. 2. Open the Outgoing Faxes Queue and highlight a fax in your list. Viewing Faxes To view a fax in your Outgoing Faxes Queue: • 12—24 Double click on the specific fax.
Managing Sent Faxes • Sending Faxes Right click on the fax and select View from the context menu, Which ever way you choose to view your fax, the viewer application will be launched and the fax displayed. For information regarding the selecting of fax viewer applications, refer to "Selecting Viewer Application" in Chapter 10. Saving Faxes You can save any fax that appears in the Outgoing Faxes Queue folder. To save a fax, do the following. 1. Right-click on the fax you want to save.
FaxPress User’s Guide 2. Choose Save As.... The Save As screen will be displayed. 3. The top level directory shown in the scroll down area will be the last folder you used to save faxes. Displayed in the center area will be all the subdirectories you have created under you top level saved directory. Select a subdirectory location or accept the default Saved Faxes directory. 4. In the File name text box, enter a name for the new file. 5.
Managing Sent Faxes Sending Faxes 1. In the Outgoing Faxes Queue, right-click on the fax you want to resend. A context menu appears. 2. Select Send... from the context menu. The Resend Fax dialog appears. 3. Verify the fax number in the Destination phone number edit box. The default number is the number currently listed on the fax. If the number is incorrect or if you want to send the fax to a different number, enter the new number in the edit box. 4. Click on OK.
FaxPress User’s Guide • Right-click on the fax you want to delete and select Delete from the context menu. A message box will appear to let you confirm the delete action. Click on Yes to delete the fax. Holding Outgoing Faxes You can place a hold on an outgoing fax by doing the following: 12—28 1. In the Outgoing Faxes Queue, right-click on the fax you want to hold and select Hold from the context menu. 2.
Managing Sent Faxes Sending Faxes Releasing a Hold on Outgoing Faxes To release a hold on an outgoing fax: 1. In the Outgoing Faxes Queue, right-click on the fax you want to release for delivery. 2. Select Unhold from the context menu. 3. To view that the change has taken effect, check the Status column in the Outgoing Faxes Queue. The Status column entry for the selected fax will change from Held to Active.
FaxPress User’s Guide 1. 2. In the Outgoing Faxes Queue, right-click on the fax you want to re-sequence, select Sequence... from the context menu. Enter a new sequence number and click OK. The Resequence outgoing job dialog box will be displayed. 3. The current sequence number will be the default value. Change the number as appropriate. When you click OK, the selected job will move to the specified position in the queue.
Managing Sent Faxes Sending Faxes 4. Bring up the context menu by right clicking on the fax you want to email and select Mail.... 5. If you are using a MAPI email client (for example, Microsoft Outlook), the email message window will appear and the selected fax will appear as an attachment in the message text area of the window. You can then address and forward the email.
FaxPress User’s Guide 6. If your email client is not running, the Choose Profile dialog may be displayed. 7. Select a profile from the drop-down list, or accept the default that appears in the edit box. Note: 8. If you are not sure which profile to use, consult your email system administrator. Click OK in the Choose Profile dialog to launch the email client. Approving Fax Transmission To approve faxes: 1. Login to Faxmain with supervisor or operator privileges.
Managing Sent Faxes Sending Faxes 2. Right click on the appropriate fax and select Approve and Yes from the context menu. 3. The fax will be sent and the icon will be changed from awaiting approval to sent as shown below. 4. 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.
FaxPress User’s Guide Viewing Fax Properties 1. To view information about a fax from the Outgoing Faxes Queue, rightclick on a fax and select Properties from the context menu. The Outgoing Fax Properties screen will be displayed. 2. 12—34 You may add a comment in the Comment edit box.
Managing Sent Faxes Sending Faxes Refreshing the Queue FaxPress lists update periodically. To update the list immediately, press the key or select Refresh from the View menu bar. To change the refresh rate for your Outgoing Fax Queue list, refer to "Setting General Options" in Chapter 10.
FaxPress User’s Guide 12—36
Receiving Faxes 13 What’s In This Chapter Overview ........................................................................................................ 13-2 Viewing Faxes ................................................................................................ 13-6 Saving a Fax ................................................................................................... 13-8 Deleting a Fax ................................................................................................
FaxPress User’s Guide Overview FaxPress by default routes all incoming faxes into the Unaddressed User Mailbox. This list of faxes can be seen by user’s with supervisor or router privileges but, can not in general be seen by all users. The user can get a fax by: 1. Having a DID line set up for the faxpress (see "Configuring Fax Lines" in Chapter 3) and having an individual fax number, and that fax number is associated with that user. (See "Configuring User Properties" in Chapter 4).
Overview Receiving Faxes functions through the menu bar in Faxmain. For the discussions in the chapter, all functions will be accessed through the context menu. Elements of this menu are: • View... — View the fax in a viewer application. The viewer can be either the Castelle Quick Router Viewer or the Windows DCX Viewer. For more information on setting viewer options, see "Selecting Viewer Application" in Chapter 10. • Save As... — Save the fax with a specified name and path.
FaxPress User’s Guide 13—4 • Send... — Send the fax to another fax machine or FaxPress user. A dialog will allow you to specify the fax transmission data. For more information refer to "Forwarding Faxes" on page 13-9. • Route... — Route the fax to another FaxPress user. A dialog box will let you specify the user mailbox. This will cause the fax to show up in their Incoming Fax Queue when they log in. Routing faxes can be used to share a fax with a workgroup without having to send large files by email.
Overview Receiving Faxes • Mail... — Forward the fax via email. The email message window will appear and the selected fax will appear as an attachment in the message text area of the window. You can then address the email and send it. If your email client is not running, the Choose Profile dialog will appear. You can select a profile from the drop-down list or accept the default that appears in the edit box. If you are not sure which profile to use, consult your email system administrator.
FaxPress User’s Guide Viewing Faxes FaxPress can place incoming faxes in your mailbox if you have automatic routing or if another user routes a fax to you. The faxes you receive are listed in the Incoming Faxes Queue folder in your Mailbox. From the Incoming Faxes Queue, you can view, forward, resend, and print a fax. To access and manage the faxes you receive: 1. Double-click on Mailbox to expand the Mailbox branch. 2. Click on Incoming Faxes Queue to display the list of incoming faxes.
Viewing Faxes Receiving Faxes 4. Select View from the menu. A Viewer opens and displays the first page of the fax. Use the viewer's Page menu to display other fax pages. The specific viewer application and format are defined when you set your Personal Preferences. Incoming faxes are by default displayed in TIFF format, although DCX format is also an option. Note: TIFFis ideal for annotating and resending a faxes. For more information, refer to "Setting Personal Preferences" in Chapter 10.
FaxPress User’s Guide Saving a Fax You can save any fax that appears in the Outgoing Faxes Queue, Incoming Faxes Queue, Archived Received Faxes, or Archived Sent Faxes folders. To save a fax, do the following. 1. Right-click on the fax you want to save. The context menu will be displayed. 2. Choose Save As.... The Save As screen will be displayed. 3. The top level directory shown in the scroll down area will be the last folder you used to save faxes.
Printing Faxes Receiving Faxes Printing Faxes For details on how to print your faxes and lists of faxes refer to "Printing Faxes" in Chapter 11. Deleting a Fax To delete fax entries from the Incoming Faxes Queue do any of the following • Right-click on the fax you want to delete and select Delete from the context menu. • Highlight a fax and press the key. • Highlight a fax and use the menu choice File / Delete. A message box will appear to let you confirm the delete action.
FaxPress User’s Guide To enable a fax copy, a second copy rather than the original, to be automatically forwarded to another FaxPress user, the FaxPress CC function must be enabled. (See "Forwarding Faxes Automatically: The CC Function" on page 13-11) Note: Faxes may only be forwarded once via automatic forwarding or CC. If an already automatically forwarded or CC’d fax lands in a mailbox with forwarding enabled, it willnot be forwarded again.
Forwarding Faxes Receiving Faxes corporate phone book group. Automatically forwarded faxes do not remain in a user's mailbox. a. Do not forward— If you want personal incoming faxes delivered to the user's mailbox, select Do Not Forward. b. Forward to FaxPress user— If you want all personal incoming faxes to be automatically forwarded to another FaxPress user, click on Forward to FaxPress user and use the drop-down list to select the FaxPress user to whom you want the faxes forwarded. c.
FaxPress User’s Guide To direct FaxPress to send a copy of your incoming faxes to another FaxPress user: 1. Select Forward to FaxPress User and specify a user in the Incoming Faxes tab of your User Properties’ window. (Follow the steps in "Forwarding Faxes Automatically" on page 13-10.) 2. Log into FaxMain (Start > Programs > FaxPress > FaxMain.) 3. Right-click on the FaxPress server name or serial number and select Properties to bring up the FaxPress Server Properties window. 4.
Forwarding Faxes Receiving Faxes 5. Click OK. An outgoing.cfg file will be created on the FaxPress master file server in the Castelle\Serial_number\System directory. 6. Using a text editor (e.g. Notepad), open the new outgoing.cfg file, add "Keep forward ifax job=true" parameter to the third line, then save the modified file. 7. Reboot the FaxPress. Note: Enabling the CC function disables the Print Incoming fax option.
FaxPress User’s Guide forwarded to a FaxPress user on the same FaxPress server, however, the fax will not remain in the incoming queue To send a fax to a remote fax machine: 1. Right-click on the fax you want to send. The context menu appears. 2. Select Send... to display the Send Fax dialog. 3. In the Send Fax dialog: a. Specify recipient. Enter the name and fax number of the person to whom you want to forward the fax, or click on the To...
Sending a Fax Receiving Faxes Sending a Fax You can send any fax that appears in your Incoming Faxes Queue. To send a fax you have received: 1. In the Incoming Faxes Queue, right-click on the fax you want to resend. A context menu appears. 2. Select Send... from the context menu. The Resend Fax dialog appears. 3. Verify the fax number in the Destination phone number edit box. The default number is the number currently listed on the fax.
FaxPress User’s Guide Routing a Fax You can route any fax from your Incoming Faxes Queue or from the Unaddressed Faxes list to another FaxPress user. To route from the Unaddressed Faxes list you must have Router, Operator or Supervisor privilege. To route a fax to another FaxPress user: 13—16 1. Right-click on the fax you want to forward. A context menu appears. 2. Select Route... The Route Fax dialog opens.
Forwarding a Fax via Email 3. Receiving Faxes Select recipient from the Distribution List which lists all current FaxPress users. You can Click on a single user, Ctrl-Click on multiple users, Shift-Click on a range of users, or Click on . Or, you can directly enter a username in the Distribution Name dialog box. 4. If you want a message to appear in the notice that appears in your own and in the recipient's Notices list, enter the message in the Notification message edit box. 5.
FaxPress User’s Guide Note: 6. If you are not sure which profile to use, consult your email system administrator. Click OK in the Choose Profile dialog to launch the email client. Viewing Fax Properties 1. To view information about a fax from the Incoming Faxes Queue, rightclick on a fax and select Properties from the context menu. 2. The Incoming Fax Properties screen will be displayed. 3. You may add a comment in the Comment edit box. Refreshing the Queue FaxPress lists update periodically.
Setting Personal Preferences 14 What’s In This Chapter Overview ........................................................................................................ 14-2 Setting Personal File Storage Location ....................................................... 14-3 Setting General Options................................................................................ 14-5 Selecting Viewer Application .......................................................................
FaxPress User’s Guide Overview From the Personal Preferences dialog box you can configure your personal options for the following categories: • Personal Folders— Specifies the locations for all your personal files including messages, faxes, cover pages, etc. • Options—Specifies general user information including refresh rate, notifications, login preferences, and FaxTray access. • Viewer—Specifies fax viewer application and format. • Phone Books—Specifies default phonebook used when composing a fax.
Setting Personal File Storage Location Setting Personal Preferences Setting Personal File Storage Location 1. From within Faxmain, select Fax from the Menu bar and click on Options. The Personal Preferences dialog box will be displayed with the Personal Folders tab activated. 2. From here you can change the location of where your personal files are stored on your PC or on the network.
FaxPress User’s Guide • Favorite Messages— This is the directory where your favorite messages are stored. The default location for these files is: C:\Program Files\Castelle\FaxPress\Personal Folders\Favorite Messages. • Favorite Documents— This is the directory where your favorite documents are stored. The default location for these files is: C:\Program Files\Castelle\FaxPress\Personal Folders\Favorite Documents.
Setting General Options Setting Personal Preferences Setting General Options 1. From within Faxmain, select Fax from the Menu bar and click on Options. The Personal Preferences dialog box will be displayed. Click on the General tab. 2. The Options dialog box lets you specify the following settings: • Refresh Rate (Minutes)—Specifies the frequency in minutes that the specified lists will be refreshed. – Outgoing list—Specifies a value for the Outgoing Faxes Queue.
FaxPress User’s Guide – Display confirmation message after sending a fax—Check this option if you want FaxPress to display a message telling you that the fax was successfully sent. If this is checked confirmation messages will also be displayed when faxing through a third party application, such as MS-Word and Goldmine. – Display ‘Need approval warning’ before sending fax.
Selecting Viewer Application Setting Personal Preferences Selecting Viewer Application 1. From within Faxmain, select Fax from the Menu bar and click on Options. The Personal Preferences dialog box will be displayed. Click on the Viewer tab. 2. The Viewer dialog box lets you specify a viewer to use for viewing or routing faxes.
FaxPress User’s Guide • Third Party Viewer— This allows you to select the third party viewer application to view faxes: • – Select Use the viewer associated with a DCX/TIFF extension to allow automatic selection of third party application. On most Windows operating systems, this will be either Microsoft Fax Viewer, Wang Imaging or Kodak viewer.
Setting Default Phone Books Setting Personal Preferences 1. From within Faxmain, select Fax from the Menu bar and click on Options. The Personal Preferences dialog box will be displayed. Click on the Phone Books tab. 2.
FaxPress User’s Guide Setting Startup Options 1. Select Fax from the Faxmain Menu bar and click on Options. The Personal Preferences dialog box will be displayed. Click on the Startup Options tab. 2. From the Startup Options tab you can configure automatic login in to a specified server and what folders are viewable through Faxmain. • Note: Startup Settings To by pass the user login screen the next time you access a FaxPress server, you can select Save Login Properties in the Login dialog box.
Setting Tracing Criteria Setting Personal Preferences – • Note: List to show—The folder you select in the scroll down list will automatically be opened and its contents displayed when you login to the server specified in the previous setting. Folder Options—Check to select all the folders that will be viewable when you access Faxmain. By default the Outgoing and Incoming Fax Queues, Notices and all personal folders are viewable. You must restart Faxmain for these changes to take effect.
FaxPress User’s Guide 2. You can request the following levels of tracing for either Faxmain or for TrayFaxAlert. • Tracer On— When this is selected normal events are captured and stored in the logfile specified in Logfile Name. • Trace network packet dump—When this option is select, network packet information used by the FaxPress client is captured and stored in the logfile specified in Logfile Name.
Printing Faxes 15 What’s In This Chapter Overview ........................................................................................................ 15-2 Printing a Fax ................................................................................................ 15-3 Printing a List ................................................................................................
FaxPress User’s Guide Overview All FaxPress servers are equipped with a parallel printer port that allow users to print incoming faxes via the FaxPress. The parallel port supports most HPcompatible (PCL) and postscript printers. A print driver is not required when the FaxPress is used to print faxes. All of the configuration is done in the user's FaxPress profile. FaxPress has very sophisticated support for the printing of faxes. The following are considerations that should be addressed prior to printing.
Printing a Fax Printing Faxes Printing a Fax The following explains how to print a fax without opening it for viewing. 1. From your Incoming or Outgoing Faxes list, right click on a fax. You will see a context menu. 2. You can select to print to a Local Printer on a FaxPress/Network printer. To use a printer associated with your workstation, select Local printer driver to open your familiar Print dialog. Then print normally. Or, print across a FaxPress network printer. 3.
FaxPress User’s Guide a. To select a different printer, click the Printer button. The Printer Configuration dialog box will be displayed. This is the same dialog box that is displayed for configuring the User Properties. For more information, refer to "Configuring a User Printer" in Chapter 4. 15—4 b. After you have configured your printer, click OK. This will return you to the FaxPress/Network Print dialog box. c. Select number of copies to print and click OK to send the job to the printer queue.
Printing a Fax Printing Faxes 4. If you are connected to a Windows NT network and want to connect to a network printer, select FaxPress/Network... This opens the FaxPress/Network Print dialog. To print with the default configuration, click OK. a. To select a different printer, click the Printer button. The Printer Configuration dialog box will be displayed. This is the same dialog box that is displayed for configuring the User Properties.
FaxPress User’s Guide b. After you have configured your printer, click OK. This will return you to the FaxPress/Network Print dialog box. c. Select number of copies to print and click OK to send the job to the printer queue. Printing a List To print a list displayed in the View List window, for example, the Outgoing Faxes Queue or Incoming Faxes Queue, do the following. 1. Click on any item in the list you want to print. 2. From the File pull down menu, select Print List...
Printing a List Printing Faxes 4. Set header/footer parameters. On the Headers and Footers dialog, you can set the following parameters (or accept the defaults). Header parameters: List font drop downs — font type and size. Header text — text to appear in the report header. Footer parameters List font drop-downs — font type and size. Footer text — text to appear in the report footer.
FaxPress User’s Guide 5. On the Margins dialog, you can set the following parameters (or accept the defaults). Top, Bottom, Left, Right margins — enter a value in millimeters to adjust the position of the report on the page. You can enter a value directly or use the spin wheel controls. 6. When done, click on Print or, if you want to configure your printer, Printer Setup. This is the standard Printer Setup screen for your Windows operating system.
Managing Stored Faxes 16 What’s In This Chapter Managing Archived Faxes ............................................................................ 16-2 Archived Faxes ........................................................................................ 16-3 Filtering Archived Faxes.......................................................................... 16-5 Managing Saved Faxes................................................................................
FaxPress User’s Guide Managing Archived Faxes Note: Your faxes will only be archived if your FaxPress Administrator has configured the archive service for your FaxPress servers. Also, if your FaxPress server is installed on an NT workstation and you have chosen to use Microsoft Access as your archive database, a maximum of ten users can access the FaxPress archive database at any given time. This is a limitation of the NT workstation.
Managing Archived Faxes Note: 2. Managing Stored Faxes If these folders are not displayed in your Mailbox, you may need to reconfigure your start-up settings in your personal preference Options. See "Setting Startup Options" on page 14-10. If they are not available in your Start-up Options, request your FaxPress Administrator to license FaxPress Archive.
FaxPress User’s Guide 2. Open either of these folders and select the archived fax you wish to view. Note: 3. To view the archived fax, either clicking the fax in the list, or by right clicking and selecting view from the context menu. You can specify what viewer application is used through your Personal Preferences Options in Faxmain. Refer to "Selecting Viewer Application" on page 14-7. • 4.
Managing Archived Faxes Managing Stored Faxes 5. To print your archived fax, right click on the fax and select Print. This will launch the standard print dialog box. 6. 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. 7. To send this fax again, right click on the fax and select Send. This opens the Send Fax dialog box and attaches the archive file.
FaxPress User’s Guide faxes) and one is in the Administration branch under Fax Archive (these are all the archived files for your FaxPress server). 2. Right click on the folder to bring up the context menu. 3. Select Set Filter. The Archived Transmitted Faxes Filter dialog box will be displayed. 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 FaxPress user.
Managing Archived Faxes Managing Stored Faxes companies, companies whose names start, contain, and end with a particular letter or word, and companies whose names match a specific name. • Description— Filters the list so that only faxes with a particular description or subject field will he shown.
FaxPress User’s Guide 3. Select Set Filter. The Archived Received Faxes Filter dialog box will be displayed. For archived received faxes, the following filter options are available: • List All Archived Incoming Faxes— Select this option to show all received faxes for the current FaxPress user. • Sent— Filters the list so that only faxes that were received with a particularly time will be shown.
Managing Archived Faxes Managing Stored Faxes comments, faxes whose comments begin, contain, end with a particular phrase, and also faxes whose comments that match the phrase exactly. • 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, OK status, and not OK status. • Users— Filters the list so that only faxes received by the specified user will be shown.
FaxPress User’s Guide Managing Saved Faxes Saved faxes are not associated with a FaxPress database, so you do not have to login to a FaxPress server to view or manage them. 16—10 1. To access your saved faxes, first expand your Saved Faxes folder and (if you have created them) any subfolders, to display your list of saved faxes. 2. To create a new subfolder, right click on Saved Faxes and select Add Folder from the context menu. The Add Folder dialog box will be displayed. 3.
Managing Saved Faxes 5. Managing Stored Faxes From the context menu, you can select: • View... — Open the saved fax in the Viewer. This viewer application is set in your personal preferences options. See also "Selecting Viewer Application" in Chapter 10. • Print— Print the fax. • Delete— Removes the fax from your Saved Faxes folder. The fax may still be available through your incoming or outgoing fax queues or through your archived faxes folders.
FaxPress User’s Guide 16—12
Notices and Alerts 17 What’s In This Chapter Using Notices.................................................................................................. 17-2 Using TrayFaxAlert ......................................................................................
FaxPress User’s Guide Using Notices Overview Notices are a general method used by FaxPress to provide information to the user when certain events occur. There are four different type of notices: • Transmission Confirmation Notices • Receipt Notices • Error Notices • Approval Notices About Transmit Confirmations FaxPress posts a Transmit Confirmation message to your mailbox after it completes a fax you send. The message contains the following information: • Notice For — The recipient.
Using Notices Notices and Alerts • Remote id — The ID the receiving fax machine uses to identify itself. • Received at — The date and time the FaxPress received the fax. • Pages — The number of pages the fax contains. • Routed by — The source FaxPress that delivered the fax to you. • Routed at — The time the fax was routed and the notice dispatched to you. About Approval Notices FaxPress posts a Wait Approval for Job# message to your mailbox when you receive a fax.
FaxPress User’s Guide 1. 2. Click on Mailbox to expand the branch, then click on Notices to display a list of your notices. To view a notice, double-click on it or right-click on it and select Properties... from the context menu. 17—4 3. View the Notice. 4. Click on OK when done.
Using Notices Notices and Alerts Delete a Notice To delete a Notice, do the following. 1. Right-click on the Notice you want to delete. 2. Select Delete from the context menu. 3. Confirm the delete in the confirmation dialog. Print a Notice To print a Notice, do the following. 1. Right-click on the Notice you want to print. 2. Select Print from the context menu. 3. Select a printing option from the Print dialog. If you choose Local printer driver, you will see your familiar Print dialog.
FaxPress User’s Guide 4. Optionally display the Printer Configuration dialog. If you click on the Printer button, you will see the Printer Configuration dialog, where you can specify the print queue and other print properties. 5. Click OK to send the job to the print queue. Using TrayFaxAlert About TrayFaxAlert TrayFaxAlert is an independent program that alerts you, with lights and sounds, when a fax notice arrives.
Using TrayFaxAlert Notices and Alerts Setting Up TrayFaxAlert 1. To invoke TrayFaxAlert, use your Start menu to navigate to the TrayFaxAlert icon in your FaxPress program folders. 2. Click on TrayFaxAlert. The TrayFaxAlert icon will installed in your system tray with a big red ‘X’ and the following message will be displayed: 3. Right click on the TrayFaxAlert icon in your system tray and select Properties from the context menu. The Properties dialog box will be displayed.
FaxPress User’s Guide 4. In Notification, select the TrayFaxAlert notice type: Personal Notices only – select this option if you have User or Router privileges and want to be alerted only to the notices in your Personal FaxPress mailbox. Personal Outbound Failed Notices only – select this option to be alerted only when an outbound job fails. With this option selected, the TrayFaxAlert notice list will only display failed outbound job notices.
Using TrayFaxAlert Notices and Alerts that is consistent with the network protocol stack installed on your workstation. 9. In the User Name edit box, enter the name you use to log onto the FaxPress mailbox. 10. In the Password edit box, enter the password that is used to log onto the specified user mailbox. 11. Optionally look for a Fax Server.
FaxPress User’s Guide 1. In the Properties dialog, go to the FaxPress Servers Currently Connected section and click on the Server Properties button to display the Modify a Fax Server Connection dialog. 2. Change the FaxPress Server Name, User Name and/or Password settings. 3.
Using TrayFaxAlert Notices and Alerts View Notices To view the list of notices in the FaxPress mailboxes that you are monitoring: 1. Right-click on the TrayFaxAlert icon to display the context menu. 2. Select the View Notices... option to display the FaxPress Notices window. The following information is provided for the notices displayed in the Notices window: • Caption — The nature of the notice; for example, for a routing event the message “Routed to User xx” may display.
FaxPress User’s Guide • For User — The recipient of the notice. • Server — The name of the FaxPress server containing the monitored mailbox. You can re-sequence items in the list by heading type by clicking on a heading bar title. For example, to re-sequence by posting date, click on the Sent At heading-bar title. Viewer Options You can set the viewer application you wish to view your notices, alerts, and faxes with in your Personal Preferences Options.
Creating Cover Pages 18 What’s In This Chapter Overview ........................................................................................................ 18-2 Creating a Master Cover Page..................................................................... 18-3 Downloading the Cover Page to the FaxPress Server.............................. 18-12 Publishing Cover Pages ..............................................................................
FaxPress User’s Guide Overview A “cover page” is a prepared, fax-ready document that the FaxPress can attach, as the first page, to an outgoing fax or send independently. Typically, a cover page contains recipient and sender information. A cover page can also include text, graphics, and substitution variables. Typical substitution variables you might want to use are the recipient's name and fax number, your return voice number and fax number, the date and time, and a brief message.
Creating a Master Cover Page Creating Cover Pages Creating a Master Cover Page Overview The best way to make a cover page is to modify an existing template. Included with FaxPress are 42 templates to get you started. Any FaxPress user can create a cover page template: no special privilege level is required. Creating a FaxPress cover page is a four-part process: 1. Create a cover page master with the Cover Page Editor. 2. Compose the cover page. 3. Save the cover page master to a file. 4.
FaxPress User’s Guide open it by clicking on Fax from the Faxmain menu and selecting Compose Cover Page from the drop-down menu. 2. The Cover Page Editor will open and look like this: Base page — The blank 8 1/2” x 11" page with grid lines is the “base page” on which you place elements to create your cover page. The grid lines are an aid to help you place elements on the page and will not appear in the finished cover page.
Creating a Master Cover Page 3. Creating Cover Pages To add permanent text (text not affected by substitution variables) to your Cover Page, click on the Insert menu and select the Text option. A large plus sign (+) appears on the page. This tool allows you to draw a text box into which you enter text. 4. To create the text box, move the plus sign to where you want to place the text box, then hold down the left mouse button and drag the mouse to the right and down to produce a square.
FaxPress User’s Guide 5. Release the button. Note that the box is still selected. • Repositioning — You can reposition the text box by clicking and holding inside and then dragging it to a new location. 6. • Change size — You can change the size of the text box by triggering the expansion tool along its borders. • Select and un-select — At any time, you can un-select the box by clicking outside of it and reselect it by clicking inside it. Double-click inside the box.
Creating a Master Cover Page Creating Cover Pages Add Substitution Variables There are numerous substitution variables that you can add to a cover page. As an example, let's first add the Number of Pages substitution variable, which provides a count of the total number of pages the outgoing fax contains. 1. Add the variable to the page. Click on the Insert menu, select the Message option and then Number of Pages.
FaxPress User’s Guide 2. • Label box — The box labeled “Totl. Pages” contains the designator for the Number of Pages element. • Value box — The box labeled “Totl” will contain the substitution value. Move the variable boxes to the desired location. When either a label or value box is selected, you can drag them to any desired location. To drop a box, you can click anywhere in the blank page to deselect them. Initially, both boxes will be selected.
Creating a Master Cover Page • Creating Cover Pages Addressee1 - Addressee5 — Addresse1 is the recipient whose address information appears on the cover page. The other addressee's are other recipients to receive the fax. • • Sender Variables • Name — Sender's name, the logged on FaxPress user. • Phone No. — Sender's phone number. • Fax No. — Sender's fax number. Message Variables Note: You can enter a message of up to 16 lines.
FaxPress User’s Guide • Number of Pages — Total number of fax pages, not counting the cover page. • Fax Description — The subject line of the Send Fax dialog. • Spool Time — Time in processing queue. • Account Code — Account code.
Creating a Master Cover Page Creating Cover Pages Save Cover Page Master You can save your cover page master on any available volume. The master will be saved in FaxPress.cce format, so that it can be opened and edited in the Castelle Cover Page Editor. To save your Cover Page Master, use the File / Save As menu choice to navigate to a directory, enter a name, and save. The saved file must have.cce as a suffix. Use European Characters The Cover Page Editor supports extended (European) characters.
FaxPress User’s Guide Downloading the Cover Page to the FaxPress Server After you have created and saved your Cover Page Master, you must download it to your FaxPress server. This operation converts and stores your cover page. 1. To open the Set FaxPress Cover Page dialog, from the Cover Page Editor menus, select FaxPress / Set Cover Page. 2. In the dialog, specify the following information.
Downloading the Cover Page to the FaxPress Server Creating Cover Pages is not listed and is on a different segment than your workstation, enter the FaxPress server's IP address or network name. 3. • User Name — Enter your FaxPress login name. • Password — Enter your FaxPress login password. • Cover Page Name — Enter a name for the cover page.
FaxPress User’s Guide Publishing Cover Pages The FaxPress Cover Page publishing feature allows the FaxPress Supervisor, or any user with Supervisor privileges, to distribute a customized personal cover page to all FaxPress users. To distribute a customized personal cover page to all FaxPress users, follow these steps: 18—14 1. Open FaxMain.(Start>Programs>FaxPress>FaxMain.) 2. Expand the Mailbox branch and select the Cover Pages directory. 3.
Publishing Cover Pages 4. Creating Cover Pages In the Publish Cover Page window, select the cover page to distribute, and click OK. This personal cover page will now exist as an additional cover page option for all users.
FaxPress User’s Guide 18—16
Creating Phone Books 19 What’s In This Chapter Overview ........................................................................................................ 19-2 What are Phone Books ............................................................................. 19-2 Formatting Phone Numbers ..................................................................... 19-5 Creating Local Phone Books ........................................................................ 19-6 Create Local FaxPress Phone Books .
FaxPress User’s Guide Overview What are Phone Books FaxPress uses the concept of phone books to provide you access to commonly used people and fax numbers when sending faxes and creating cover pages. There are four basic phone books groups of phone books (two of which have subcategories: Native phone books or database phone books). All the phone books can be accessed through the Address Fax dialog box from the pull down menu, refer to "Addressing the Fax" in Chapter 8.
Overview Creating Phone Books Phone Books (as with Corporate Phone Books): FaxPress Phone Books and External Database Phone Books. • Corporate Phone Books Corporate phone books are shared by all. They are created by the FaxPress supervisor or administrator. They are accessed under the Corporate Phone Books branch for the general user. There are two different types of Corporate Phone Books, the FaxPress Phone Books and the External ODBC Database Phone Books.
FaxPress User’s Guide • Exchange and Outlook Contact Lists You can access Exchange and Outlook contact list through Faxmain, but you manage them through your email server or client. To access your contact lists for sending a fax, change your phone books options in your personal preferences to Exchange/Outlook. See "Setting Personal Preferences" in Chapter 10.
Overview Creating Phone Books One More Thing All though the previous discussion seems to detail all possible means of accessing recipients for your faxes, there is one more. A FaxPress Pro options is an interface to Goldmine for accessing the contact lists that you have developed. The integration with Goldmine is a higher level integration involving not only phonebooks but also fax documents and templates, merging data into documents, reporting histories, etc.
FaxPress User’s Guide Creating Local Phone Books Local Phone Books can contain either FaxPress Phone Books or Database Phone Books. You do not have to be login to a FaxPress server to create or manage or local phone books because they are stored and accessed from your local workstation. Create Local FaxPress Phone Books To create a FaxPress Phone Book: 1. Open Faxmain. 2. Expand the Personal Folder branch and click on Local Phone Books.
Creating Local Phone Books 3. 4. Creating Phone Books Right click on FaxPress Phone Books and select Add Phone Book from the context menu. Enter the name you want to give the new phone book in the PhoneBook Name text box. 5. Click Browse if you want to specify the path and filename of either a new phonebook or an existing FaxPress phonebook file in another directory that you want to attach.
FaxPress User’s Guide 2. 3. Enter a name for each group you want to define in the Add Group text box and click OK. To add members to the group, right click on the Group name and select Add Member. The Edit Member dialog box will be displayed. 4. Fill in the Edit Member dialog box 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.
Creating Local Phone Books Creating Phone Books 1. Follow the procedure in "Create Local FaxPress Phone Books" on page 196 to create a FaxPress Phone Book. But do not create a phone book group. 2. Right click on the phone book you have created and select Import and file format (i.e., CSV Default Format, CSV Custom Format, ExportPH, dBase) from the context menu. 3.
FaxPress User’s Guide Note: 5. The default values in this dialog box are 1 through 7 respectively. Re-sequence the fields to correspond to your custom file. If you do not a one of the default fields in your custom file, leave the field blank. In the figure above, the custom file does not have fields for Voice number, Comment or Group. After to have located the file, click OK to import the file.
Creating Local Phone Books Creating Phone Books ODBC Database Phone Book FaxPress also supports ODBC based external phone books. This allows you to connect to existing databases and use them as phone books for faxing.
FaxPress User’s Guide To access an external ODBC database To link to an external ODBC database phone book: 19—12 1. Once the PRO package is licensed, open Faxmain. 2. Expand the Personal Folder branch and click on Local Phone Books. 3. Right click on External Database Phone Books and select Add Database Phone Book from the context menu.
Creating Local Phone Books Creating Phone Books 4. The Database Phone Book dialog box is displayed. You can create a new phone book, give it a name and select the type and location of the database from this screen. 5. To connect to either an Microsoft Access database or an Excel, FoxPro or dBase database, enter or browse for a file name and path. If the database file is password protected, you need to provide this password. The supported ISAM file formats are: 6.
FaxPress User’s Guide 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. The process of creating phone book views facilitates the mapping process. 1. 19—14 Right click on the new database phone book and select Add View from the context menu.
Creating Local Phone Books Creating Phone Books The Database Phone Book dialog box will be displayed. 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. 2. 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.
FaxPress User’s Guide Note: If your database table contains separate fields for country code, area code and number you will need to select those separately, by clicking the Build button to separately select each of those fields and put them together to generate the fax number. • Company — Map this phone book field to the equivalent CompanyName column in your database table. This is an optional field.
Creating Local Phone Books Note: Creating Phone Books You can use either ‘Logical AND’ or ‘Logical OR’ to define the logical relationship between those conditions. The ‘Operator’ provides a rich variety of conditions such as: Begins with, Ends with, contains, does not contain etc. 6. You can view the SQL statement that is generated as a result of the mapping and the criteria that you have set by clicking on the SQL Statement button. This is an informational field only. 7.
FaxPress User’s Guide Create Table Joins To access multiple tables from one phonebook view, you must include a new table in your view and define a join or an association between a column in one table with a column in the new table. You must define a join for each of the tables from which you want to include data for your phone book. can include data from any number of tables, but at least one join has to be defined. 19—18 1. Right click on any phone book view and select Properties from the context menu.
Creating Local Phone Books Creating Phone Books soon as you enter a field from the new table the Table Joins button will now be activated. 4. Click on the Table Joins button. The Table Joins dialog box will be displayed. 5. Select the tables you want to join in Table 1 and Table 2. 6. Select the field in Table 1 to join to the field in Table 2 in Field 1 and Field 2. 7. Click the Add Join button. The view now includes data from two different tables.
FaxPress User’s Guide 2. Click the Build button (to the right of Fax Number). The Build Fax Number dialog box will be displayed. 3. To have FaxPress automatically build a fax number, you must map the following FaxPress fields to the fields in your database table. • Table— The table that contains the phone number fields • Country Code— The country code to include with the fax number • Area Code— The area code to include with the fax number.
Creating Personal Phone Book Creating Phone Books 2. Expand the Mailbox Branch and click on Personal Phone Books. 3. From here you can either create a Group or import a phone list file. Create a Group 1. Right click on Personal Phone Books and select Add Group from the context menu. The Add Group dialog box will be displayed. Group names can be used when sending faxes to broadcast your fax to any number of recipients. FaxPress handles this as a single fax and in fact only creates one raster file.
FaxPress User’s Guide 4. To add members to the group, right click on the Group name and select Add Member. The Edit Member dialog box will be displayed. 5. Fill in the Edit Member dialog box 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.
Creating Personal Phone Book Creating Phone Books a. 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. b. If you are importing a CSV custom format file, the Import File Field Assignment dialog box will be displayed before the Open import file screen. Note: 2. The default values in this dialog box are 1 through 7 respectively. Re-sequence the fields to correspond to your custom file.
FaxPress User’s Guide 2. Expand the Mailbox Branch, right click on Personal Phone Books. 3. Select Export from the context menu. The SaveAs dialog box will be displayed. 4. Navigate to a directory, specify a name, and save the file. The file will be exported as a comma delimited file. Editing a FaxPress Phonebook To edit a phonebook file: 1. Invoke a text editor or spreadsheet program. 2. Select File / Open from the menu bar. 3. Locate and open the phonebook.csv file.
Editing a FaxPress Phonebook Creating Phone Books • Last Name, First Name— The recipient's name as it appears in the Group list. The entry can contain up to 50 characters. The initial character must be alphanumeric. You must have an entry in this field. • Fax #— The recipient's fax number. You can use numerals, parentheses (), the dash, and the space only. You must have an entry in this field. • Company— Name of the recipient's company. This field is optional.
FaxPress User’s Guide 19—26
Favorite Documents and Messages 20 What’s In This Chapter Using Favorite Documents............................................................................ 20-2 Add a Favorite Document ........................................................................ 20-2 Import a Document in Fax Format........................................................... 20-5 Attach a Favorite Document .................................................................... 20-6 Send a Favorite Document as an Email Attachment..
FaxPress User’s Guide Using Favorite Documents You can maintain and manage a list of frequently used (“Favorite”) documents that can be easily accessed and attached to an outgoing fax. Or, you can use the Favorite Document as the outgoing fax itself. When you expand your Personal Folders branch in the Faxmain tree, you will see the Favorite Documents branch. When you right click on the branch (to add a document) or a document in the branch, you will see a context menu: The menu choices are: • Send...
Using Favorite Documents 3. Favorite Documents and Messages Select a Favorite Document. In the Add to Favorite Documents dialog, navigate to the directory and document that you want to add to the Favorite Documents list. Select the document. 4. Click on Add. The added document will be linked, not copied, to your Favorite Documents list.
FaxPress User’s Guide 1. 2. Perform the standard procedure for attaching documents to your fax as detailed in "Attaching Files" in Chapter 8. After you have attached the file, a screen similar to the following will be displayed. Highlight the document you have attached in the Attachments List. The Add to Favorite button will now be activated.
Using Favorite Documents 3. Favorite Documents and Messages Click on the Add to Favorite button. The attached document will now be displayed in the Favorite Documents List. Your new favorite document will now also be available through your Favorite Documents folder. Import a Document in Fax Format You may want to import a document in fax format if the document is frequently faxed. This way the conversion from native (e.g.
FaxPress User’s Guide 1. Right click on the Favorite Documents branch. 2. On the context menu, click on Import in Fax Format. 3. In the Import in Fax Format dialog, navigate to the directory and document that you want to add to the Favorite Documents list. Select the document. 4. Click on the Import button to start the conversion process. The application associated with the document type you selected will open and print the document in the DCX file format using the installed FaxPress DCX driver.
Using Favorite Documents Favorite Documents and Messages 1. Right click on a document in your Favorite Documents list. 2. On the context menu, click on Send.... 3. In the Send Fax dialog box, click the Attachments tab. Your selected document will appear in the Attachments List. 4. Set any other parameters for the fax and click the Send Fax button. Send a Favorite Document as an Email Attachment To send a Favorite Document as an email attachment: 1.
FaxPress User’s Guide 2. On the context menu, click Mail.... You email program will open and the attachment will be in the email message area. 3. Enter email details and send the e-mail. If your email client is not running, the Choose Profile dialog will open, and you will need to choose a profile. (Do not select the New... button in the Choose Profile dialog, because it is used to set up a new profile and should only be used by your email system administrator.
Using Favorite Messages Favorite Documents and Messages Delete a Favorite Document To remove a document from the Favorite Documents list: 1. Right click on a document in your Favorite Documents list. 2. On the context menu, click on Delete. Deleting an item from your Favorite Documents list (except for a document imported in DCX format) does not delete the item from original location — you are merely deleting a link to it.
FaxPress User’s Guide Add Favorite Message To add a message to the list of Favorite Messages: 1. Right click on the Favorite Messages branch. 2. On the context menu, click on Add... to display the Cover Page Message dialog. 3. Type the new message in the message area of the dialog box and then click OK. 4. Enter a message name and click OK. The new message will be saved in your Favorite Messages folder and appear on your Favorite Messages list.
Using Favorite Messages Favorite Documents and Messages Include a Favorite Message on a Cover Sheet To include a favorite message in an outgoing fax cover sheet: 1. Right click on a Favorite Message, then from the context menu, click on Send... to open the Send Fax dialog. 2. The name of the selected message will appear in the Favorite Message name box and the text will appear in the message area. 3.
FaxPress User’s Guide View a Favorite Message To view a favorite message: 20—12 1. Right click on a Favorite Message. 2. On the context menu, click Properties....
Merging Faxes 21 What’s In This Chapter Overview ........................................................................................................ 21-2 Preparing for Installation............................................................................. 21-3 Installing FaxMerge ...................................................................................... 21-4 Creating a Main Document .......................................................................... 21-5 Attaching a Data Source .
FaxPress User’s Guide Overview You can create a template document that contains fields for individual recipient’s and fax number, and merge the template with text documents or “data sources” to fax a personalized letter to a large number of people. This is called Fax Merging. If you know how to use Word’s Mail Merge, Fax Merging is easy; only requiring two additional steps as shown in Table 21–1. But, for your convenience we have included detailed steps for the complete process.
Preparing for Installation Merging Faxes column. For example, there might be columns named “FirstName” and “FaxNumber” and rows with values such as “Angelica” and “530-555-1212”. • Data source— We use the general term “data source” rather than “database,” because the values might be stored in an ASCII file, another Word document, an Excel spreadsheet, a FaxPress phonebook, or a dBase database.
FaxPress User’s Guide Installing FaxMerge Installation for mail merge functionality is provided by a Word document. 1. Locate the Install FaxMerge document in the Microsoft Office Support folder in your FaxPress Program folder. For the default installation, this would be: Start\Programs\FaxPress\Microsoft Office Support\Install FaxMerge 2. Click on Install FaxMerge and a word doc will open with 2 buttons, Install FaxPress FaxMerge Link, and Uninstall FaxPress FaxMerge Link. 3.
Creating a Main Document Merging Faxes Uninstall Mail Merge To uninstall, do the following. 1. Reopen Install FaxMerge document. 2. Click on the Uninstall FaxMerge Link button. Creating a Main Document MS-Word uses the term Main document to describe what can be called a template or boiler plate. This is the document that is merge with a database or file to create multiple, personalized documents or faxes. To create a Main document, use the Mail Merge function in Word. 1.
FaxPress User’s Guide 2. In section 1, Main document, click on the Create button and a menu appears below the button. 3. Select Form Letters… from the menu. The following dialog appears: 4. Select Active Window to make the current document a merge template. Or, if there are no documents opened or a new merge template is desired, select New Main Document. This will create a new blank template.
Creating a Main Document Merging Faxes 5. To edit your new main document or your active window, select Edit form the Mail Merge Helper dialog box. The appearance of your MS-Word tool bar will now include new Mail Merge icons. 6. Compose the document by entering text as desired. Note: Merged documents are faxed without a cover page, so if you want one, then set up the first page of the document to be a cover page.
FaxPress User’s Guide Attaching a Data Source The most common usage for faxing merged document will be to create a Main Document (or template/boilerplate), attach at contact list or phonebook, insert the attached documents fields into your Main Document, compose the fax greeting or body, and send the faxes addressed to each of the recipients. Note: Please remember that your data source must contain a field with the fax number for each recipient. Attach a Data Source to the Template 1.
Attaching a Data Source 2. Merging Faxes Select Open Data Source. The Open Data Source navigation dialog will allow you to connect to an existing data source. A data source can be any of the following types of files: Word document, Excel spreadsheet, Access Database, dBase file, Text or CSV file, or MS Query file. 3. Change Files of Type to list the desired data source file, then navigate to and select the desired data source file.
FaxPress User’s Guide 4. If you have mapped a database, a dialog box will ask you to select a Table or Query. In this example, we have attached an Access database, so the Microsoft Access dialog box is displayed. Select a Table or Query. Word will now try to import the table fields into your Main document. But because we have not inserted the fields yet, the following message will be displayed Now we edit the Main document to insert fields.
Inserting Merge Fields Merging Faxes Inserting Merge Fields 1. From your Main document, select Mail Merge from the Tools pull down menu. The Mail Merge Helper will again be displayed. 2. In section 1, Main document, now select Edit. 3. A drop down list will display all the available Main documents. Select the one you just created. Two new fields are now displayed in your Word toolbar, Insert Merge Field and Insert Word Field. 4.
FaxPress User’s Guide The following is a sample template letter with field codes inserted. Castelle 3255-3 Scott Blvd. Santa Clara, CA 95054-3013 (408) 496-0474 <><> <> <> <>, <> <> Dear <>, Thank you for your interest in Castelle’s products.
Faxing the Merged Documents Merging Faxes Faxing the Merged Documents To fax your merged document, you select FaxPress Mail Merge from the Tools menu item. When you start the process of faxing, you will be first asked to map data source names to FaxPress names. When you have finished the mapping, faxing be automatically started. To perform the mapping and fax your merged documents, do the following. 1.
FaxPress User’s Guide 4. To create a mapping, select a pair of fields and click on Map >>. The Mail Merge Fields drop-down list contains the field names that are present in the data source. The FaxPress Fields drop-down list contains fields that FaxPress understands. For each mapping, choose a pair from the drop-down lists and click on Map >>. The list box on the right will keep track of your mappings.
Connecting to GoldMine 22 What’s In This Chapter FaxPress and GoldMine Integration ........................................................... 22-2 Preparing for Installation............................................................................. 22-3 Installing the Goldmine to MS-Word Link................................................. 22-3 Installing the Goldmine to FaxPress Link .................................................. 22-4 Faxing with the GoldMine/FaxPress Connection..................
FaxPress User’s Guide FaxPress and GoldMine Integration FaxPress now supports GoldMine 5.x and FrontOffice 2000. FaxPress’ integration with Goldmine enables: 22—2 • users to broadcast customized faxes to a GoldMine contact list, with full support of GoldMine fax merge.
Preparing for Installation Connecting to GoldMine Preparing for Installation ODBC Drivers For merge operations to multiple recipients, 32-bit ODBC needs to be installed on the system. The Microsoft dBase driver for ODBC must be installed and made available as a data source. If ODBC is not installed on your system or the Microsoft dBase Driver is not available in the Drivers tab, then you need to install these options.
FaxPress User’s Guide 3. Close the document to make the changes take effect. The connection between FaxPress and GoldMine has now been established. Uninstalling To uninstall the Goldmine to MS-Word link: 1. Click on the Install Goldmine Faxing MS-Word document located in the Goldmine Support folder in your FaxPress Program Start menu. Note: If a warning about macros appears, choose Enable Macros. 2. Click the Uninstall GoldMine Link button to remove the FaxPress/GoldMine link. 3.
Faxing with the GoldMine/FaxPress Connection Connecting to GoldMine The connection between FaxPress and GoldMine has now been established. Uninstalling To uninstall the Goldmine to MS-Word link: 1. Click on the Install Goldmine Faxing MS-Word document located in the Goldmine Support folder in your FaxPress Program Start menu. Note: If a warning about macros appears, choose Enable Macros. 2. Click the Uninstall GoldMine to FaxPress Menu button to remove the FaxPress/GoldMine link. 3.
FaxPress User’s Guide 2. Select the Fax via FaxPress... from the File pull down menu in your Goldmine menu bar. The Goldmine Record Range screen will be displayed. 3. Select Current Contact to send the fax to the activated contact or All Contacts to send to all. Note: 4. If you have not activated a contact or group this fax will be sent to all contacts in the database. If you have not activated automatic login to Faxmain, the FaxPress Login screen will be displayed.
Faxing with the GoldMine/FaxPress Connection Connecting to GoldMine 5. Complete the dialog box by adding a message, choosing a cover page or adding any attachments. 6. Once the dialog box is filled out, click on Send Fax. The fax will be sent to the contact or list of contacts specified. Entries will be added to each contacts history list indicating that the fax has been sent, subject of the fax, and list of any attachments to the fax.
FaxPress User’s Guide 1. Select the Merge Forms from the File pull down menu in your Goldmine menu bar. 2. Choose a document/form to merge. Any template may be used from any user in the Forms of User combo box as long as the Documents option is selected. 3.
Creating Templates Connecting to GoldMine contacts specified. After the fax has been submitted to the FaxPress, a message appears notifying the user that the fax has been sent successfully. Entries will be added to each contacts history list indicating that the fax has been sent and the name of the merged document. Merging from MS Word Faxing to a Single Contact from MS Word The user can fax the current active MS Word document to the current contact in GoldMine.
FaxPress User’s Guide 2. Place your cursor at the desired location and then, from the MS-Word Insert menu, select GoldMine Field... The Insert GoldMine DDE Field dialog will appear. 3. Select the desired field names from the list and then press the OK button. The selected fields will be placed into the template document. 4. Repeat insertions as needed to add additional Goldmine fields. 5. Save the template by selecting File / SaveAs GoldMine Template....
Creating Templates 6. Connecting to GoldMine The template document you just created will now be available from your list of merge forms. To verify that this operation was successful, select Merge Forms... from your GoldMine File menu to bring up the Merge Forms dialog: The forms will be listed number the name of the current Goldmine user displayed in the Forms of User scroll down list. 7.
FaxPress User’s Guide • Template Filename field should contain the full path to the Word document • App Identifier field should contain “Word.Document.8” • DDE Command field should contain “[GoldMineLink()].” If these settings are not correct, a GoldMine merge using this template will not work. Updating GoldMine Templates If you change a GoldMine template document, you must also update the GoldMine form record for the template.
Configuring FaxPress Login 2. Connecting to GoldMine Select the template that needs to be updated and then click on the Properties button to bring up the Form Template Properties dialog. 3. Click on the Edit button. This will launch Word with the template for editing. 4. Make the changes: adding and/or deleting GoldMine fields as necessary. 5. From the File menu, select Update GoldMine Template.... This will update the form record automatically and save the changes to the template.
FaxPress User’s Guide Automated Faxing You can also send faxes to GoldMine contacts using GoldMine Automated Processes, if you have previously set up the process to fax a document using the Print Form option. When a fax is sent using Automated Faxing, an entry is made to the contact history. For more information about Automated Faxing, see your GoldMine manual.
Part 3 Appendices
FaxPress Guide
Appendix 32 Bit ODBC Data Sources A
FaxPress Guide Installing 32 Bit ODBC and DAO 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: 1. If you are installing the 32 Bit ODBC on a Windows 95 operating system, you must first install the distributed component object model. Go to the \MICROSOFT directory on your FaxPress installation CD and click on DCOM95.EXE. For all other Windows operating systems, proceed to step 2. 2.
Installing ODBC Drivers Appendix A: 32 Bit ODBC Data Sources Windows 95, 98 and NT 4.0 Run Mdac_typ25.exe, this is provided on the FaxPress installation CD in the \Microsoft\odbc installation directory For NT 4.0 prior to SP3 run Mdac_typ21.exe. Registering DAO 3.6 Create a directory with the name DAO under System Drive:\Program Files\Common Files\Microsoft Shared and copy Dao360.dll to this directory. This .dll is provided on the FaxPress installation CD in the \Microsoft\odbc installation directory.
FaxPress Guide Add a New Data Source Name If your data source is a dBase file, then the Microsoft dBase driver must be available as a User DSN or a System DSN. To check if the dBase driver is available as a data source, do the following. 1. Select the User DSN or System DSN tab. A list with two columns is displayed, a Name column and a Driver column. 2. Check to see if the .dbf driver is there. Look through the list and make sure that the Driver column contains the Microsoft dBase Driver(*.dbf).
Installing ODBC Drivers Appendix A: 32 Bit ODBC Data Sources a. Click on Add. b. Select either the User DSN or System DSN tab and click on the Add button. The Create New Data Source dialog will be displayed. The list of available drivers depends on the drivers that are currently installed on the system. 4. c. Select the dBase driver. d. Select the Microsoft dBase Driver (*.dbf). Click on Finish. Click on the Finish button. The ODBC dBase Setup dialog will appear.
FaxPress Guide 5. Enter a Name and, optionally, a Description. Data Source Name— Enter a name for Data Source Name field. This is required. Description— Enter a description for the Description field. This is optional. Version— Make sure that the Version corresponds to the version of the dBase file or higher. 6. When done, click OK. Connecting FaxPress Archive to a DSN When you configure FaxPress Archive with an MS-SQL database, you will be asked to provide a DSN.
Connecting FaxPress Archive to a DSN Appendix A: 32 Bit ODBC Data Sources 2. Select the Machine Data Source tab. This screen lists all the user and system DSNs installed on your workstation. 3. Select a data source that connects to the database server and that is defined as a 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.
FaxPress Guide process of creating a DSN. The first page will ask what type of DSN to create. Select System Data Source. 2. The next screen will display the list of available ODBC drivers that have been installed on your system. Select SQL Server. 3. A—8 The next screen will display the new data source. Click Finish to complete this portion and proceed to configuring the connection.
Connecting FaxPress Archive to a DSN 4. Appendix A: 32 Bit ODBC Data Sources The next wizard prompts you to configure the connect string. For the new DSN, enter: • Name: The name of your new DSN. • Description: This is an optional field. • Server: The is the name of the SQL server. Click Next>. 5. Select either Windows NT or SQL server authentication method from the next screen.
FaxPress Guide Note: The method you select will depend on how the database is configure. Check with your Database Administrator if you are not sure. • With Windows NT authorization using the network login. If the authentication is by NT, then the current user logged into the workstation is used for authentication and the UserID and password fields near the bottom of this screen are grayed out. • With SQL Server authorization using a loginID and password entered by the user.
Connecting FaxPress Archive to a DSN 7. Appendix A: 32 Bit ODBC Data Sources b. Select Create temporary stored procedures for prepared SQL statements and drop the stored procedures. – Select When you disconnect and as appropriate while you are connected. c. Select Use ANSI quoted identifiers. d. Select Use ANSI nulls, paddings, and warnings. The next screen allows you to specify options for logging in and regional settings. Specify these as appropriate for your environment.
FaxPress Guide Connect to Phone books A—12 1. From the ODBC Select Data Source dialog box, type in the data source path and name: 2. This is a standard Microsoft ODBC dialog box that allows you to specify the data base you would like to connect to. If the data source is already defined, select it.
Connecting FaxPress Archive to a DSN 3. Appendix A: 32 Bit ODBC Data Sources Select System Data Source’ because this data source must be visible to all FaxPress users. You are then prompted to select the ODBC driver : 4. The ODBC connection wizard will then present a summary of what you have selected and proceed to create the connection.
FaxPress Guide 5.
Appendix Troubleshooting B
FaxPress Guide Online Troubleshooting Help FaxPress troubleshooting help is also available on Castelle’s web site. Vist Castelle Technical Support’s tech notes and Frequently Asked Questions at: http://www.castelle.com/support/documentation/tech.htm and: http://www.castelle.com/support/documentation/faq.htm Powering Up the FaxPress When you connect the new FaxPress to the network and power the unit on, the red and green LEDs on the front panel flash for 15 to 30 seconds during the boot cycle.
Interpreting LEDs Appendix B: Troubleshooting 3. Check the fuse. If the filament is broken, replace the fuse. If the fuse is cloudy or discolored, replace the fuse. Note: A spare fuse is provided by the factory in the tray in the middle of the fuse holder. The FaxPress uses a 2 Amp, 250 Volt, SLO-BLO fuse. 4. Replace the fuse housing. 5. Reconnect the power cord and power up the unit.
FaxPress Guide Red Alert LED is On and Green LED is Off If the red alert LED remains on (and the green LED is off), this indicates that the FaxPress cannot connect to the file server. • Check whether the FaxPress is logged into its master file server. After it completes its start up processing, during which red and green LEDs cycle on and off for 10 to 30 seconds, the FaxPress should have at least one active connection to its master file server.
Interpreting LEDs Appendix B: Troubleshooting • If the fax has just been installed, or if the content of its installation directory has been manually modified or overwritten, try reinstalling the FaxPress server software. Neither 10BT nor 100BT LED Turns On The unit powers up but the network LED does not turn on: • Check the network connection. Make sure the network cable is connected to the unit and its hub. Use only one of the connectors to connect the FaxPress to your network.
FaxPress Guide • Turn the power switch off and on to see if the LEDs will flash. If this is not successful, connect the unit to a different power outlet and try again. • For a FaxPress that has just had its memory upgraded, verify that the memory SIMM and FaxPress model are compatible. • If the LEDs initially illuminate, then disappear, verify that the FaxPress is properly installed on the master file server.
Problems in Sending Faxes • Appendix B: Troubleshooting Check file server disk space. If necessary, delete old faxes, logs, and notices using Faxmain’s Storage Reclamation feature. Red Alert LED is Flashing and Green LED is Off This may be caused by a hardware problem. The condition is sometimes followed by other indicator light sequences. • If this condition occurs during initial set up of a FaxPress, verify that the FaxPress unit is compatible with its physical network type.
FaxPress Guide • If the file server has less than five megabytes of disk space on the volume where the FaxPress is installed, try running Storage Reclamation. • Make sure the FaxPress serial number user has access to the Castelle/PCL Fonts Directory on the volume where the FaxPress is installed. • The FaxPress may have problems rasterizing the file at the head of the queue. Try deleting the first file in the queue and rebooting the FaxPress.
Problems in Sending Faxes Appendix B: Troubleshooting directory or contact your phone company for instructions on how to complete international calls. • A PBX password code is required. When a PBX requires a password code for calls, the user must include the password code symbol ($) in the fax number. The user’s password code is set in the User Properties dialog box (tab). • Attached files are not in the proper format.
FaxPress Guide Problems in Receiving Faxes FaxPress Cannot Receive Faxes You have successfully installed the FaxPress, but it does not receive faxes. • Verify that the FaxPress is connected to an active phone line. Attach a phone to the line and make sure it can receive a call. • Check the Line Direction settings. The FaxPress should have at least one line configured as Incoming Only or Bi-Directional.
ZQ Directory Validation during the FaxPress Boot Sequence Note: Appendix B: Troubleshooting When entering the configuration information, do not use preceding ‘.’ or ‘//’ marks or add syntax such as ‘ou=’. • Ensure that login information in the user’s set up for the printer is valid. Use the information to log onto the network and try to print a large (100Kbyte or more) file to the chosen queue. If you cannot print, neither can FaxPress.
FaxPress Guide B—12
Appendix Server Directory Tree C
FaxPress Guide FaxPress File Server Directory Tree The following directories and files are installed on the FaxPress file server. Table C–1 FaxPress Server Directory Tree \CASTELLE\[serial-number] *.err, .log, *.bak — (ASCII) error/configuration reports \fxdiag FaxPress diagnostic files \LOGS\YEAR Directory of transaction logs for the year \PHONEBKS \CORPORATE \userid — subdirectory of personal phonebook files \SYSTEM faxpress.sys —operating system executable for hardware platform faxpress.
FaxPress File Server Directory Tree Table C–1 Appendix C: Server Directory Tree FaxPress Server Directory Tree \USER mboxid.dt — list of user mailboxes, personal coverpages, and phonebooks \1xxxxxxx, \2xxxxxxx, \3xxxxxxx — subdirectory of mailbox files \ZQ qm.sav or qma.sav — list of jobs in queues *.pcl — (ASCII/PCL/DCX) fax image source files *.pcx — (PCX) rasterized fax page files \jobs — directory of job records \CASTELLE\ADSI Directory Microsoft Active Directory Services Interface installation.
FaxPress Guide C—4
Appendix D Agency Compliance FCC and Telephone Company Notices This appendix contains important notices about FaxPress' Ringer Equivalency Number and FCC compliance, as well as a French safety advisory.
FaxPress Guide Ringer Equivalency Number This equipment complies with Part 68 of FCC rules. You will find the label on the bottom of this equipment. This label contains the FCC Registration Number and Ringer Equivalent Number (REN) for this equipment. You must, upon request, provide this information to your telephone company. The REN is useful to determine the quantity of devices you may connect to your telephone line and still have all of those devices ring when your number is called.
FCC Part 15 Warning Appendix D: Agency Compliance FCC Part 15 Warning This equipment generates, uses, and can radiate radio frequency energy and if not installed and used in accordance with this manual, may cause interference to radio communications. It has been type tested and found to comply with the limits for a Class A computing device pursuant to Subpart J of Part 15 of FCC Rules, which are designed to provide reasonable protection against such interference when operated in a commercial environment.
FaxPress Guide The REN is useful to determine the quantity of devices you may connect to your telephone line and still have all of those devices ring when your telephone number is called. In most, bur not all areas, the sum of the RENs of all devices connected 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 telephone company to determine the maximum REN for your calling area.
Electrical Safety Advisory Appendix D: Agency Compliance If trouble is experienced with this unit, please disconnect the unit from the telephone line and contact customer service at the address and phone number listed below. DO NOT DISASSEMBLE THIS EQUIPMENT. It does not contain any user serviceable components.
FaxPress Guide CAUTION: To preclude the possibility of electrical shock, do not ever remove the Faxpress case. French Safety Advisory Déclaration FCC Cet appareil est conforme aux normes exigées pour les appareils digitaux de Classe A, selon l'article 15 des réglementations FCC. Le fonctionement est soumis à deux conditions : Cet appareil ne causera pas d'interferences nausives Cet appareil doit accepter quelquonque interference reçue, même si celle-ci pourrait causer un disfonctionement.
Electrical Safety Advisory Appendix D: Agency Compliance Cordon d'alimentation Le FaxPress 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. Mise en garde Pour éviter tout risque d'éléctrocution, de pas retirer le FaxPress sans avoir débrancher le cordon de la source de courant alternatif auparavant.
FaxPress Guide Attention: Utiliser uniquement le cable electrique compose de 3 fils electriques avec une prise a 3 tetes vendu avec le FaxPress. Mise en Garde: Pour eviter tout risque d'electrocution, ne pas detacher les FaxPress 3500 et 5000 sans avoir d'abord debrancher les appareils du courant alternatif. Important Information for Canadian Customers The Canadian “Industry Canada” (The Department of Communications) label identifies certified equipment.
CTR21 Declaration Note: Appendix D: Agency Compliance Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection authority, or electrician, as appropriate. LOAD NUMBER: The Load Number (LN) assigned to each terminal device denotes the percentage of the total load to be connected to a telephone loop which is used by the device to prevent overloading.
FaxPress Guide D—10
Appendix E The FaxPress 7500-DID and E&M The FaxPress 7500 is a rack-mountable 8-line fax server with a built-in, 4-channel DID or E&M telecommunication converter and conversion interface. There are two models in the FaxPress 7500 product family: the FaxPress 7500-DID, an 8line fax server with a built-in 4-channel DID converter, and the FaxPress 7500E&M, an 8-line fax server with a built-in 4-channel E&M converter.
FaxPress Guide FaxPress 7500-DID The FaxPress 7500-DID is an 8-line fax server with a built-in 4-line DID converter. AutoDID The DID converter includes an autoDID feature. During the initial call after the system is powered up, the autoDID detects the given DID trunk parameters, then memorizes and matches them to the appropriate DID interface. The parameters include: E—2 1. wink-start mode or Immediate-start mode. 2. dial pulse digits or DTMF digits.
Appendix E: The FaxPress 7500-DID and E&M 3. number of incoming DID digits. Interface Connections The FaxPress 7500 DID has two sets of interface connections, the fax server interface and the DID conversion interface. Fax Server Interface All eight lines of the FaxPress 7500-DID’s fax server can be connected to public switched telephone networks. Eight RJ11 phone jacks marked as LINE 1 to LINE 8 on the front panel and eight phone cables are provided for the phone line connections.
FaxPress Guide The DID interface is sensitive to the tip and ring polarities on the DID trunk line. FaxPress 7500-DID requires the tip signal on pin 3 of the RJ11 phone jack and ring on pin 4. During the DID trunk line installation, however, the tip and ring polarities are frequently not configured to follow the correct pin outs. The tip and ring pin outs of the wall’s phone jack, therefore, do not always meet the requirements of the FaxPress 7500-DID.
Appendix E: The FaxPress 7500-DID and E&M DID trunks are powered by customer premise equipment. In this case, the FaxPress 7500-DID provides power for connected DID trunks. The central office will only provide service to DID trunks which are properly connected and powered. A service call to the local telephone company might be required to start up the DID operation.
FaxPress Guide FaxPress 7500-E&M The FaxPress 7500-E&M is an 8-line fax server with a built-in 4-line E&M converter. Trunk interface: two wire, E&M Type I, originate on “E.” The application of the FaxPress-E&M product should be limited to an E&M PBX connection. FaxPress 7500-E&M is not intended for connection to the public switched E&M telecommunication network.
Appendix E: The FaxPress 7500-DID and E&M Interface Connections The FaxPress 7500 DID has two separate sets of interface connections, the fax server interface and the DID conversion interface. Fax Server Interface All eight lines of the fax server of the FaxPress 7500-E&M can be connected to public regular telephone lines. Eight RJ11 phone jacks marked as LINE 1 to LINE 8 on the front panel and eight phone cables are provided for the phone line connections.
FaxPress Guide E&M Interface LEDs Refer to these for E&M equipment and operations status.
Appendix E: The FaxPress 7500-DID and E&M E&M TYPE 1 LEAD STATES Idle Active Lead From switch to FP7500-E&M Ground Battery M To switch from FP7500-E&M Open Ground E The figure below shows you what the wiring configuration is on both the PBX tie card end and also the CTPX VP200.
FaxPress Guide FaxPress 7500 Fax Server LEDs The FaxPress 7500’s fax server LEDs are identical for both the FaxPress 7500DID and the FaxPress 7500 E&M. Refer to these LEDs for fax server operations status.
Appendix E: The FaxPress 7500-DID and E&M Installing and Configuring the 7500 The FaxPress 7500 DID is mounted in a 19-inch rack mount case with two CTPX DID interface cards. All eight lines of the FaxPress 7500-DID can be connected to public switched telephone networks. The built-in DID converter provides four DID trunk line interfaces. Up to four of the eight fax lines can be connected to the built-in DID converter.
FaxPress Guide Cabling the FaxPress 7500 The picture below shows the front panel of the FaxPress 7500 DID. The FaxPress 7500 DID is connected via the DID port on the 7500 to the DID trunk connection terminated by the Telecom company as a wall mounted RJ11 socket. The Line # connection is then linked to the appropriate FaxPress analog modem using the cables provided. On the 7500 DID’s left hand side, there are four sets of connections. These are the four ports of two DID cards.
Appendix E: The FaxPress 7500-DID and E&M Configuring the FaxPress Server for DID FaxPress must be configured so that it recognizes that DID line routing is being used for the line connected to the DID interface module, and does not attempt to send faxes using the line connected to the DID interface module. The PBX must also be configured to route DID calls to the FaxPress and transmit only the 3 or 4 digits associated with the FaxPress mailboxes, and no other digits.
FaxPress Guide 4. Select the Advanced Functions tab. Check the I am using DID for inbound fax routing box. Make sure the correct radio button is selected in the Change Number of digits for DID trunk line field. Most systems will be set for 4 digits but some applications may call for 3 digits only. 5. Click OK to exit the FaxPress Properties and return to Faxmain. Next, you’ll configure FaxPress mailboxes with DID IDs. Note: The To enable DID receiving diagnostic mode . . .
Appendix E: The FaxPress 7500-DID and E&M Example 1 – 3 digit IDs: You are assigned the phone numbers 555- 9200 through 555-9299, and the phone company is passing along the last three digits of the phone number. In this case, you would assign mailbox IDs 200 through 299 to those FaxPress mailboxes using DID fax routing. Example 2 – 4 digit IDs: You are assigned the phone numbers 555- 8950 through 555-9050, and the phone company is passing along the last four digits of the phone number.
FaxPress Guide 4. Enter the last 3 or 4 digits of the users DID number in the Mailbox ID field. If the phone company is passing along the last 3 digits, enter the last 3 digits of the phone number in the box. If the phone company is passing along the last 4 digits, enter the last 4 digits of the phone number in the box. 5. Click OK to save and close.
Appendix E: The FaxPress 7500-DID and E&M 2. Double-click on an fxcfg file to bring up the notepad file. Type: did_failure=1 as shown in the example below to allow incoming faxes sent to DID numbers without corresponding FaxPress mailboxes to be received and stored in the FaxPress Unaddressed mailbox. Conversely, type: did_failure=0 to reject incoming faxes sent to DID numbers without corresponding FaxPress mailboxes.
FaxPress Guide Configuring the DID Timeout Range To specify the number of seconds the FaxPress should allow for incoming digit reception. The timeout range is 1 to 15 seconds. The default value is 15 seconds. To customize the timeout interval, type: did_timeout=9 as shown in the following example: Verifying FaxPress DID Function To verify that your FaxPress 7500 and its DID cards are functioning properly, follow these steps: 1.
Appendix E: The FaxPress 7500-DID and E&M 3. Using Faxmain, send a test fax to one of the DID-configured FaxPress users. Use only the 3 or 4 digit mailbox ID to send the test fax. 4. You should hear Line 5 call in through the Trunk and come out the Line-toLine 1 on the front panel. 5. You should hear a clicking noise inside the 7500 which is the line ringing. 6. The line will be picked up and the fax will be sent to the recipient’s mailbox.
FaxPress Guide Castelle provides an Enable DID receiving diagnostic mode utility to confirm that the correct number of DTMF digits are, in fact, being sent. To use this diagnostic mode utility, follow these steps: 1. Log onto Faxmain with supervisor privileges. (Start>Programs>FaxPress>Faxmain) 2. Go to FaxMain's Main menu, select the fax server you are configuring for DID, then right-click on the server name and left-click on Properties. 3. Scroll over to and select the Advanced Functions tab. 4.
Appendix E: The FaxPress 7500-DID and E&M If the dtmf.log does not begin capturing digits, take the line connected to the trunk in question and disconnect it from the Line on the right side of the 7500. Connect a standard household (analog) phone to the first line going from the PBX to the FaxPress. Call a DID number and pick up the phone’s handset when it rings. Listen to make sure you hear only the correct number of digits being sent by the PBX.
FaxPress Guide FaxPress 7500 Technical Data TERMINATION RECEIVE SIGNALING Trunk Side 4x RJ-11 for DID, 2 x 6 position 6 pin modular for E&M Line Side 4xRJ-11 Dial Pulse Pulse Rate 8pps to 20pps Percent Break 32% to 80% Interdigit Time 150ms min DTMF TRANSMIT SIGNALING RING GENERATION ENVIRONMENTAL DIMENSIONS E—22 Sensitivity Range -25dBm to +3dBm Tone Duration 40ms min Interdigit Time 40ms min Maximum Twist 10dB DTMF FAST / SLOW Digit Transfer Delay 0.5s/1.
Appendix E: The FaxPress 7500-DID and E&M FaxPress 7500 Technical Data APPROVALS FCC part 68 FCC part 15, class A UL POWER SUPPLY 50Hz/60Hz 90VAC-250VAC auto-ranging FCC Part 68 Information This equipment complies with Part 68 of the FCC Rules. The FCC Part 68 Label is located on the back of the unit’s case. This label contains the FCC Registration Number for this equipment. If requested, this information must be provided to your telephone company.
FaxPress Guide you’ll be notified in advance to modify your system to accommodate the changes. Advance modifications should allow for uninterrupted service. Note: DO NOT DISASSEMBLE THIS EQUIPMENT. It does not contain any user serviceable components. Direct Inward Dialing (DID) Allowing this equipment to be operated without providing for proper answer supervision is a violation of Part 68 of the FCC rules. Proper supervision is provided when: 1. 2.
Appendix E: The FaxPress 7500-DID and E&M FCC Statement This device complies with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. Operation is subject to the following two conditions: This device may not cause harmful interference. This device must accept any interference received, including interference that may cause undesired operation. Electrical Safety Advisory Castelle recommends the installation of an AC surge arrestor in the AC outlet used with this equipment.
FaxPress Guide UL Safety Requirement The FaxPress 7500 product chassis is connected to the earth ground prong of the AC power supply connector for the purpose of safety protection. However, some buildings do not have good earth ground connection to the AC power supply earth ground prong. In order to provide a good protection from electrical shock, it is required to use a cable to tie the product chassis to a known good earth ground of the building.
Index Index Numerics 10Base-T network connector 3 digit IDs F-15 4 digit IDs F-15 2-3 attaching files sending faxes 12-12 AutoDID F-2 Automatic Fax Routing 5-49 Avision scanners 4-2 A B access rights 3-20 Accumulate fax option 12-3, 14-6 Add/Remove Programs 3-26 adding favorite documents 20-2 favorite messages 20-10 addressing faxes 12-10 recipient 12-19 administration 3-20 Administrator Utilities 6-1 ADSI installing 7-5 advanced settings server properties 5-30 archived faxes filter received faxes 10-
FaxPress Administrator’s Guide line F-12 trunk F-12 constructing complex phone numbers 5-25 Conversion Interface DID F-3 E&M F-7 converting master cover pages 18-12 converting faxes 13-5 archived 10-34, 16-5 OCR 13-5 corporate FaxPress phone books 19-3 ODBC database phone book 19-3 phone books 19-3 Corporate Cover Page 18-2 corporate cover pages creating 18-12 Corporate Phone Books Faxmain folder 11-7 cover page corporate 18-2 description 18-2 personal 18-2 publishing custom 18-14 templates 18-3 Cover Page
Index configuring the timeout interval of routing setting type 5-15 DID routing configuring F-13 direction of fax line 5-15 documents faxing repeatedly 11-9 Drop Directory 9-2 DropFax utility 9-2 DTMF dialing procedure 5-59 routing setting type 5-15 DTMF digits F-19 DupUser.
FaxPress Administrator’s Guide faxes Accumulate fax option 12-3 addressing 12-19 archived properties 10-34, 16-5 archiving 16-1 converting archived 10-34, 16-5 converting format 13-5 creating saved faxes folders 10-40, 16-10 deleting 13-9 email archived 10-34, 16-5 filtering archived 10-35, 16-5 forwarding 13-9 forwarding via email 13-17 incoming unaddressed 5-2 managing archived faxes 16-2 printing archived 10-34, 16-5 properties 13-5 refresh the queue 13-18 resend 13-15 routing 13-4 saved 16-1 saving 10-
Index Goldmine automated faxing 22-14 contact lists 19-5 groups global 5-41 serial 5-40 H holding faxes 12-28 I IEEE standard.
FaxPress Administrator’s Guide users 7-3 manage faxes saved faxes 10-40, 16-10 managing 20-1 archived faxes 16-2 favorite documents 20-1 microprocessor 1-2 Microsoft Access 8-34 Microtek scanners 4-2 monitoring mailbox accounts 17-9 MS-Explorer sending faxes 12-23 MS-Word sending faxes 12-5 N Native Attachment Gateway 4-2 native documents attaching to faxes 12-13 Native phone books see FaxPress phone books 19-4 NetWare Bindery server installation 2-43 NetWare NDS server installation 2-20, 2-31 network con
Index exporting 19-23 importing 19-22 Phone Books converting 6-16 phone books 19-7 accessing external database 8-25, 19-12 corporate 11-7, 19-3 FaxPress 19-3 ODBC external database 19-3 creating external views 8-27, 19-14 creating groups 19-21 creating local 19-6 creating personal 19-20 creating views defining joins 8-31, 19-18 description 19-2 editing 19-24 exporting 19-8 exporting personal 19-23 formatting phone numbers 19-5 Goldmine contact lists 19-5 importing 19-8 importing personal 19-22 local 11-8,
FaxPress Administrator’s Guide routing automatic PBX 5-49 DID 5-15, 5-49 DTMF 5-15 faxes 13-4 setting type 5-15 Routing Type F-13 S SAP custom database 3-36 Saved Faxes folder 11-9 saved faxes 12-25, 16-1 creating folders 10-40, 16-10 deleting 10-41, 16-11 email 10-41, 16-11 location 11-9 printing 10-41, 16-11 send 10-41, 16-11 viewing 10-41, 16-11 saving archived faxes 10-34, 16-4 faxes 13-8 transmitted faxes 12-25 saving faxes managing 10-40, 16-10 SBE and FaxPress 7.
Index supervisor privileges privilege levels supervisor 7-3 symbol set code configuring server 5-11 T Technical Specifications F-21 templates cover page 18-3 cover pages creating 18-3 Goldmine 22-9 update Goldmine 22-12 Terminal Server and Add/Remove Programs 3-26 install mode 3-26 terminals 3-20 TIFF 13-7, 20-5 Token Ring 6-8, 6-14 Tone dial fax line settings 5-14 transmitted faxes forwarding via email 12-30 resending 12-26 saving 12-25 view fax properties 12-34 transmitting faxes 12-1 addressing 12-10 a
FaxPress Administrator’s Guide sharing the line B-9 Storage Reclamation B-7 times out B-9 transmission speed.
