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Admin Guide > Importing Users with the Migration Wizard

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Importing Users with the Migration Wizard

The FaxPress Migration Wizard allows you to:

Iimport users from a source FaxPress server (version 7.1 or later) to a destination
FaxPress.

Import users from a source FaxPress server to a destination FaxPress.

The Migration Wizard also allows you to import user account data like personal

phonebooks, personal cover pages, corporate phonebooks, and corporate cover pages

from user accounts on the source FaxPress or FaxPress server to the user accounts on the

destination FaxPress server.

Migration Procedures and Requirements

During the migration process, all Archive databases should be frozen, meaning all Archive

related processes should be stopped. The Archive migration procedure includes the

following steps:

1.  Stop all FaxPress and FaxPress Archive services.
2.  Have all clients log out and make sure both servers should be idle.
3.  Backup both Archive database for FaxPress and FaxPress.
4.  Run the migration utility to migrate Archived jobs.
5.  Confirm all jobs migrated successfully. If the migration failed, replace the Archive

databases with the backup copy and now we go back to the status before

migration.

Checking FaxPress and FaxPress Field Types

Before running the Migration Utility, you’ll need to know the field types of two Archive table

definitions for both the FaxPress and FaxPress.
In the FaxPress server’s Archive database, find out whether the field type for

FAXPRESSSERIALNUMBER is the default NUMBER in both the FPFAXINFO and

FAXTRANSACTIONINFO tables, or has been modified to the TEXT field type.
In the FaxPress server’s Archive database, find out whether the field type for

FAXPRESSSERIALNUMBER is the default TEXT in both the FPFAXINFO and

FAXTRANSACTIONINFO tables, or has been modified to the NUMBER field type.
Step 7 in the Migration Wizard procedure will require you to know this information. The

Migration Wizard uses this information to build the command to pull information from the

databases.

Running the Migration Wizard Utility

To use the Migration Wizard utility, follow these steps:

1. Log in to FaxPress as Administrator.

2. From

the

Start menu, choose

Programs>FaxPress>Tools>FaxPress

Migration Wizard

.

3. Specify the type of server you are importing from, either FaxPress or FaxPress.

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Summary of Contents for Captaris FaxPress

Page 1: ...Administrator Guide FaxPress 5 1...

Page 2: ...ight c 2001 2002 Morten Wang contributors All rights reserved Neither the name Morten s JavaScript Tree Menu nor the names of its contributors may be used to endorse or promote products derived from t...

Page 3: ...curity Installing Antivirus Software 11 Backward Compatibility 13 File Conversion Service 14 Installing Applications for the File Conversion Service 14 FaxPress Users and the File Conversion Service 1...

Page 4: ...lient 67 Accessing Additional FaxPress Servers 69 About the Administrator Mailbox 72 Unaddressed Faxes 72 Notices 72 Fax Reports 72 Saved Faxes 73 Activating the FaxPress Software 74 Locating a Remote...

Page 5: ...ess Server Properties 134 Storage Reclamation 136 Automatic Cleanup 136 Purging Old Faxes 137 User Authentication Novell Only 139 Creating User and Group Accounts 142 Configuring the User Properties 1...

Page 6: ...ogin 183 Remove Network Association option 185 Using the Active Directory Synchronizer 186 User Mapping and the Email Gateway Service 186 Configuring the Active Directory Synchronizer 186 FaxPress Adm...

Page 7: ...ts and Phone Books 233 Creating FaxPress Phone Books 234 Accessing an External ODBC Database Phone Book 240 System and Diagnostics 249 Alert Service Module 250 Configuring the Alert Service Module 250...

Page 8: ...coming Fax 287 Customizing the Incoming Fax Imprint Header 289 Modifying Font Style and Size with the Header cfg File 290 Bates Numbering 291 Imprint Header Keywords 293 Web Client Interface 295 Web C...

Page 9: ...Creating a Main Document 343 Attaching a Data Source 346 Inserting Merge Fields 349 Faxing the Merged Documents 350 Using FaxMerge with Microsoft Word Office 2000 XP and 2003 352 Creating a Data Sourc...

Page 10: ...lick Search 435 FaxPress eCopy ShareScan OP Integration 436 Supported Copier and MFP Devices 436 Phone Book Integration 436 Installing the FaxPress eCopy Connector 438 Configuring the FaxPress eCopy C...

Page 11: ...cal Safety Advisory 494 Safety Warning Messages 494 Important Information for Canadian Customers 495 Load Number 496 Fax Branding 496 Warranty Assistance 496 French Safety Advisory 497 Source de coura...

Page 12: ...Admin Guide Table of Contents xiv...

Page 13: ...FaxPress Administrator Guide Introducing the FaxPress...

Page 14: ...ows Vista Canon eCopy Ricoh and Sharp to name just a few As a dedicated network fax server the FaxPress provides client workstations with access to incoming and outgoing faxes phonebooks transaction l...

Page 15: ...Reporting The FaxPress s Fax Report application software module compiles the FaxPress s fax transaction logs and can generate a variety of graphical reports for system and individual user Email Integr...

Page 16: ...wser the web client interface provides access to both administrative and end user FaxPress functions A security feature ensures that all data is fully encrypted across the Internet Web Client Printer...

Page 17: ...240VAC 47 63 Hz wide range Maximum power 300 Watts Height 3 5 Width 19 with mounting brackets 17 w o mounting brackets Depth 17 3 Weight 22 22 lbs with one modem board 23 74 lbs with four modem boards...

Page 18: ...fers both electronic and printed versions of the FaxPress documentation Electronic Documentation Electronic versions of the FaxPress QuickStart Guide Administrator Guide User Guide Email Gateways Guid...

Page 19: ...ne number pager cell phone number email address fax number The type and model number of your unit The unit s 8 digit serial number printed on a label on the bottom of the unit The version number of th...

Page 20: ...FaxPress Administrator Guide Setting Up the FaxPress Server...

Page 21: ...dress from your network s DHCP server but will need to be manually joined to the network domain The FaxPress s IP address will be displayed on the FaxPress s front panel LCD window Attaching the FaxPr...

Page 22: ...d to create and configure users If you use the Web Client Interface to configure FaxPress server and users installing the Administrator client is not immediately required 7 Activating the FaxPress sof...

Page 23: ...the password of the Conversion Service s local Administrator account follow these steps 1 Open the Windows Services list 2 Right click on the Captaris FaxPress Conversion Service and select Propertie...

Page 24: ...ally a hidden protected operating system file Any antivirus software used should also be configured not to disable network ports The FaxPress uses DCOM for example in load balancing configurations DCO...

Page 25: ...upgrade to be compatible with the FaxPress the FaxPress client software FaxPress and FaxPress client software cannot operate on the same client system Before installing a new version of either the Fax...

Page 26: ...support file conversion to and from faxable format To use these services install any of the applications your organization might fax e g the Microsoft Office suite Adobe Acrobat etc onto the FaxPress...

Page 27: ...or file conversion errors may occur Users should NOT submit non convertible source files i e exe bin etc to the FaxPress server Instead of generating garbage fax output FaxPress will reject the file...

Page 28: ...s Start Settings Control Panel Network and Dial up Connections Local Area Connection Properties Internet Protocol TCP IP Properties through the FaxPress Web Client Interface See Using the Web Client I...

Page 29: ...the front of the unit You may decide to give the FaxPress a name rather than using the default serial number to more easily identify the FaxPress on the network The FaxPress s name can easily be chang...

Page 30: ...DHCP enabled Powered on in a DHCP environment the FaxPress will automatically be assigned an IP address from your network s DHCP server but will need to be manually joined to the network domain The F...

Page 31: ...Desktop enabled navigate to Start All Programs Accessories Communications Remote Desktop Connection 2 In the Remote Desktop Connection Screen in the Computer field enter the FaxPress s current IP add...

Page 32: ...FaxPress Administrator Guide Installing the Client...

Page 33: ...ess Administrator client FaxPress User client Both the Administrator client and the User client provide the same FaxPress interface but the Administrator client also includes two additional administra...

Page 34: ...ation configuration procedure is performed to configure the remote installation for silent running This is the same installation configuration process performed for a stand alone client installation A...

Page 35: ...Destination Path determines the location for your remote client installation Click Browse to specify one 4 Choose either a network path or a shared directory for the remote client installation Make s...

Page 36: ...Admin Guide Creating a Remote Installation 24 5 Click Next 6 This information window informs you of the requirements for the second part of the remote installation process...

Page 37: ...a Remote Installation FaxPress Administrator Guide 25 7 Next follow the Administrator client installation step on page 36 through step on page 39 At the end be sure to select Yes I want to reboot the...

Page 38: ...box for users to install Updates to a Group Policy can take up to 30 to 60 minutes depending on the size of the Active Directory organization and complexity Assigning Software Assign a program distri...

Page 39: ...agement Console can be installed on Windows Server 2003 or Windows XP Service Pack 1 and is available for download from the Microsoft website 2 Navigate to the Active Directory container Domain or Org...

Page 40: ...5 Click on the new GPO and remove the default entry Authenticated Users in the Security Filtering section Add the desired users groups and or computers 6 Open the Group Policy Management Editor by ri...

Page 41: ...ct New Package 10 Verify that the Source column shows a valid UNC path to the MSI package 11 MSI installation is now ready for deployment User workstations will deploy based on whether an Assigned or...

Page 42: ...bject Editor by right clicking on the Group Policy Object name in the Group Policy Management Console and selecting Edit 2 Select either the Computer Configuration or User Configuration node according...

Page 43: ...Package dialog box and again on the Properties dialog box for this new package 10 MSI installation is ready for deployment User workstations will deploy based on whether an Assigned or Published MSI...

Page 44: ...on Windows XP 2003 or secedit refreshpolicy on Windows 2000 and restart the system 11 As the system restarts the previous installation of the MSI package will be removed and the new MSI package will b...

Page 45: ...ass CPU 64MB or more of RAM 50MB free hard disk space 10 100 BaseT Network Connection Additionally please confirm the FaxPress client for Administrators is installed on a workstation running the same...

Page 46: ...Admin Guide Installing the FaxPress Administrator Client 34 4 The Welcome screen requires you to click Next...

Page 47: ...Installing the FaxPress Administrator Client FaxPress Administrator Guide 35 5 Select the Administrator Installation button 6 To install the Administrator Client click Install FaxPress Client for Adm...

Page 48: ...ng the FaxPress Administrator Client 36 7 The Destination Path screen requires you to approve the default installation directory or Browse to a new one Press Next once the default installation directo...

Page 49: ...y for the personal folders template Specify the personal folders directory on your local drive or on a network drive if you want to share those folders with other users Change the location of your per...

Page 50: ...Admin Guide Installing the FaxPress Administrator Client 38 9 Select Program Folder screen displays the default program folder for the client files Click Next...

Page 51: ...ck Yes If your version of Crystal Report is not compatible with the FaxPress version click No If Crystal Report is not installed click Yes to install and use FaxPress Fax Report 11 To use FaxPress cli...

Page 52: ...Admin Guide Installing the FaxPress Administrator Client 40...

Page 53: ...your administrator to make sure a FaxPress server is operational and present on your network segment Before installing the FaxPress user client please confirm the client PC meets these requirements 30...

Page 54: ...er Client 42 3 If you are re installing the FaxPress software the FaxPress Setup will require you to uninstall the existing FaxPress client Or you can choose to install a FaxPress Email Gateway at thi...

Page 55: ...Admin Guide Installing the FaxPress User Client FaxPress Administrator Guide 43 4 The Welcome screen requires you to click Next...

Page 56: ...Admin Guide Installing the FaxPress User Client 44 5 Select User Installation 6 In the Destination Path screen click Next to approve the default installation directory or Browse to specify a new one...

Page 57: ...location for your personal fax related files and documents Click Next to use the default local drive location or click Browse to specify a network drive to share the folder with other users After you...

Page 58: ...Admin Guide Installing the FaxPress User Client 46 8 The Select Program Folder screen displays the default program folder for the client files Click Next or select a new folder...

Page 59: ...s If your version of Crystal Report is not compatible with the FaxPress version click No If Crystal Report is not installed click Yes to install and use FaxPress Fax Report 10 To use FaxPress client i...

Page 60: ...Admin Guide Installing the FaxPress User Client 48...

Page 61: ...ned for the FaxPress client to then become available to all end users on the network About Citrix MetaFrame The Citrix MetaFrame add on package is installed after your NT or 2000 server has the termin...

Page 62: ...standard non Windows based applications These include custom applications for DOS Unix AS 400 running accounting financial and payroll systems that must print to a DOS printer You can request a 30 day...

Page 63: ...n other network installs Requirements The FaxPress client for Windows Terminal Server supports these Terminal Server editions Windows NT Server 4 x Terminal Server Edition Windows 2000 Server Terminal...

Page 64: ...s in that the Terminal Server must be in install mode for the required compatibility scripts to run during setup For the Terminal Server to be in install mode and for the required compatibility script...

Page 65: ...y a shared directory for the FaxPress host ip file This folder must be accessible to all Terminal Server users and should be located on the Terminal Server machine 13 In the Choose Folder window selec...

Page 66: ...click Next 22 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 FaxP...

Page 67: ...t C Program Files Captaris FaxPress Daemon exe P before the application name For instance to publish Adobe Acrobat Reader you will start with the application command line C Program Files Microsoft Off...

Page 68: ...s 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 Passw...

Page 69: ...n 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 Configur...

Page 70: ...you re running a fresh install of the FaxPress client the uninstall screens will not appear To uninstall the FaxPress client using the Captaris FaxPress Setup CD follow these steps 1 Place the Captari...

Page 71: ...kind of uninstallation you require There are two FaxPress client uninstallation options partial and complete The partial uninstallation removes the client files but retains all Personal Folders conte...

Page 72: ...Admin Guide Uninstalling the Captaris FaxPress Client 60...

Page 73: ...is means that FaxPress users can create and send fax cover pages with international characters as well as send email with international characters in the email message body to both fax and email recip...

Page 74: ...FaxPress Administrator Guide FaxPress Introduction...

Page 75: ...for more information Examples of a few FaxPress functions include Sending and receiving faxes Adding and deleting users Configuring FaxPress server and user properties Starting and stopping FaxPress s...

Page 76: ...Admin Guide FaxPress Introduction FaxPress Administrator Guide 64 Expanding the FaxPress window vertically will relocate the icons vertically...

Page 77: ...re information The All Folders view selected by clicking the All Folders icon displays all the content of all of the folders in tree structure layout and also includes the FaxPress Neighborhood The Fa...

Page 78: ...rator Guide 66 Note If you are on a Novell network all FaxPress servers are displayed rather than just those FaxPress servers on the same TCP IP segment The Administration view provides access to FaxP...

Page 79: ...nt To start FaxPress follow these steps 1 Log in as Administrator or as a user assigned Administrator rights by going to Start Programs FaxPress FaxPress on a workstation with the FaxPress client for...

Page 80: ...e your FaxPress software Enter your FaxPress Activation key code and click Enable or select Obtain Key from Web to get your activation key You can also choose to license the software later by going to...

Page 81: ...e you ve started FaxPress and logged into one FaxPress server the other FaxPress servers on the network are easily accessed two different ways 1 From the All Folders view you can log into additional F...

Page 82: ...ss Administrator Guide 70 2 From any of the folder views you can use the FaxPress server icon to select and log in to any of the FaxPress servers on the network Once logged in you can use the server i...

Page 83: ...Admin Guide FaxPress Introduction 71...

Page 84: ...ecipient See Automatic Routing and PBX Integration on page 81 for more information on automatic routing This folder can be configured just like the Administrator and Guest accounts by right clicking o...

Page 85: ...ats The Fax Report s comprehensive analysis of the fax processing transactions is easily exported to spreadsheets and other report generators on page 1 for more information Saved Faxes The Saved Faxes...

Page 86: ...re and associated FaxPress Email Gateways to function To use the FaxPress utility to access Captaris s Activation Key request page and obtain your Software Activation Key follow these steps 1 Go to th...

Page 87: ...aluation option Note The Software Activation Key may also be obtained at any time by going directly to the Activation Key Request page on the Captaris web site The 16 digit Software Activation Key cod...

Page 88: ...FaxPress and add it to the FaxPress Neighborhood follow these steps 1 From the All Folders view right click on FaxPress Neighborhood and select FaxPress Accounts 2 The FaxPress Accounts window display...

Page 89: ...etwork 3 In the Host Editorwindow use the Host Name field to enter a name for the remote FaxPress server you want to add In the Host Type field select the FaxPress Server radio button In the IP Addres...

Page 90: ...list of available FaxPress servers The new server will be displayed in the server list in the left panel with an asterisk before its name designating this server as a user defined server 5 Click OK to...

Page 91: ...FaxPress Administrator Guide Configuring the FaxPress Server...

Page 92: ...eep setting in the AdaptiveBusyCalling cfg file The Adaptive Faxing feature is on by default Its behavior can be changed by editing the AdaptiveBusyCalling cfg configuration file located in C Castelle...

Page 93: ...e central office or PBX system Since the FaxPress only requires the last three or four digits to identify the recipient any unnecessary digits are parsed off the number e g xxxxxx7081 The FaxPress has...

Page 94: ...tems Your PBX will see the FaxPress as a kind of secondary voicemail system Once the FaxPress modems are connected to the PBX analog ports you will need to set your PBX to forward the DID information...

Page 95: ...radio button is selected Otherwise select Bi Directional Although this is not specifically required for automatic inbound routing make sure any prefix your PBX system requires for accessing Local Long...

Page 96: ...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 Befor...

Page 97: ...starting position in the string i e whether it s positioned at the beginning in the middle or at the end of the string Use the Mask Value field to enter the entire digit string passed by your PBX sys...

Page 98: ...trunk or PBX is passing to the FaxPress To configure the User Properties with Mailbox IDs follow these steps 1 Open FaxPress and log into a server with Administrator privileges 2 Expand the Administr...

Page 99: ...ID Digits If you re not sure how many digits your T1 line DID trunk line or PBX is passing to the FaxPress and have not been able to acquire this information from your telephone company use the To ena...

Page 100: ...the FaxPress Use any fax number in the range of numbers reserved for the fax channels 5 Open the Unaddressed mailbox to confirm the test fax has been received All incoming faxes will automatically sen...

Page 101: ...nistrator Guide 89 6 Next use Windows Explorer to browse to the C Castelle Data directory Use either Remote Desktop or a local mouse keyboard and monitor attached to the FaxPress to log in See FaxPres...

Page 102: ...senders must know your FaxPress mailbox ID in order to use DTMF dialing Faxes not specifically addressed with DTMF dialing are automatically routed to the Unaddressed mailbox where they must be viewed...

Page 103: ...tomatic routing is configured see Automatic Routing and PBX Integration on page 81 all incoming faxes will be stored in the Unaddressed mailbox To configure the Administrator account follow these step...

Page 104: ...Admin Guide Configuring the Administrator Account 92 3 Click the Set Password button to open the Change Password screen and set a new password...

Page 105: ...g This limits the number of busy signals delivered and maximizes the incoming call connect rate The reservation of one idle line for receiving faxes is a configurable number that can be set to zero fo...

Page 106: ...the new DWORD value to Min Idle Lines 5 Once created double click on the Min Idle Lines key and enter 0 or a higher value in the dialog box Zero is the necessary value for sending with one line or for...

Page 107: ...For more detailed information on logging into FaxPress see Locating a Remote FaxPress Server on page 76 3 If the FaxPress Login window appears enter the Administrator in the User Name field and leave...

Page 108: ...e FaxPress Server Properties window will appear with the Server Settings tab selected Use the Server field to rename the FaxPress if needed The grayed out fields are provided for backward compatibilit...

Page 109: ...through and configure each fax line whether or not the line is in use Fax line settings can also be configured through the FaxPress Fax Lines folder under the Administration branch FaxPress Analog Li...

Page 110: ...ation phase of the fax transmission Enter up to 20 characters for this feature Use the Imprint Terminal ID field to have your company name or other identifier appear in the header at the top of each s...

Page 111: ...ine to an available phone jack you must configure the line as Not Connected If there is no phone line connected to the fax port and Not Connected is not selected FaxPress will mistakenly send fax jobs...

Page 112: ...xes For the FaxPress to automatically generate complex phone number you must configure at minimum The local country code The local area code if any The long distance preamble The international preambl...

Page 113: ...mber of digits in a local phone number in the The maximum number of digits for a local call is box In the US this is the 7 digit number like 496 0474 A local number is one that does not contain any lo...

Page 114: ...nce preamble and area code Always dial long distance area code Don t dial the area code In some cases this requirement applies only when you are dialing specific exchanges To specify when this is nece...

Page 115: ...ing rules to fax numbers to activate the dialing rules you ve just defined 9 Select the Email tab The Email settings allow the FaxPress to send fax messages to email recipients as well as fax recipien...

Page 116: ...ox folder view 2 After using the Administrator account to confirm the test fax was a success see to create and configure new FaxPress accounts for your users Note For more information on receiving fax...

Page 117: ...Admin Guide Receiving a Test Fax FaxPress Administrator Guide 105 2 Enter a Notification Message then drag the fax from the Unaddressed Faxes folder to the recipient...

Page 118: ...ication Message will appear in the Comments field and will also appear in the fax notification message informing the recipient of the fax See Notices and Alerts on page 1 in the FaxPress User Guide on...

Page 119: ...t By default the FaxPress directs all incoming faxes to theUnaddressed mailbox All of these generic user accounts or mailboxes are initially configured with no password as the default You can assign a...

Page 120: ...Admin Guide Sending a Test Fax 108 4 The Other button opens the Other Recipients window Click the User button...

Page 121: ...m the list of FaxPress Users Groups then click Add and OK 6 Select one of the Send Fax buttons If the Send Fax button in the upper right hand corner is displayed in black and white rather than color a...

Page 122: ...g fax jobs cannot be cancelled once sent Next see Receiving a Test Fax on page 104 to confirm the FaxPress is operational Fax Confirmation The FaxPress automatically provides an electronic fax confirm...

Page 123: ...b in the Send Fax interface see Sending Faxes on page 1 About the Outgoing Fax Queue and Fax Status The FaxPress s Outgoing Fax Queue includes the Personal Faxes Only folder displaying faxes specific...

Page 124: ...ber of options The fax may be viewed printed saved resent deleted held sequenced emailed approved if awaiting approval or faxed immediately Selecting the Properties option provides additional job info...

Page 125: ...Admin Guide Sending a Test Fax FaxPress Administrator Guide 113 For additional detailed information on the Outgoing Fax Queue context menu options see Outgoing Fax Queue on page 1...

Page 126: ...FaxPress Administrator Guide Setting the FaxPress Server Properties...

Page 127: ...were sent out successfully allows faxes to show up in the Outgoing Fax Queue with status SENT rather than being removed from the list By default this option is on All faxes not sent successfully will...

Page 128: ...default this option is enabled See Single Sign On on page 180 for complete information on Single Sign On The Enable Incoming Fax Fine Conversion function is used to upsample lower resolution inbound f...

Page 129: ...e FaxPress or FaxPress server The recipient FaxPress or FaxPress server then uses phone lines at its own location to send your fax at a lower cost If your company has multiple sites and has a FaxPress...

Page 130: ...ry code is field to select the ITU assigned country code For the US this is 1 for the UK this is 44 etc Use the Area code is field to enter your area code or the next lower level detail in a phone num...

Page 131: ...sword Before or After the FaxPress dials the fax number The Dialing Rules section allows you to Select Apply dialing rules to fax numbers to activate the dialing rules you ve just defined for all phon...

Page 132: ...for your area select one of the following Always dial long distance preamble and area code Always dial long distance area code Don t dial the area code In some cases this requirement applies only when...

Page 133: ...codes and long distance preambles for certain area codes To specify the areas codes that do not require the addition of area code numbers click New in the When calling to other area codes area Use the...

Page 134: ...hree or four digits depending on how many digits the phone company or your PBX is passing to the FaxPress The DID PBX settings are only one aspect of configuring the FaxPress for DID PBX integration S...

Page 135: ...D PBX Analog 123 In the Incoming Faxes section the Administrator and Unaddressed radio buttons allow you to specify a default destination for misaddressed incoming faxes or incoming faxes without a va...

Page 136: ...to email recipients as well as fax recipients In the SMTP Protocol section Use the SMTP Server Name or IP address field to enter the name of your company s SMTP server Typically this is an Exchange s...

Page 137: ...ugh and configure each fax line whether or not the line is in use Fax line settings can also be configured through the FaxPress Fax Lines folder under the Administration branch Fax Line Use the Fax Li...

Page 138: ...e dial s Local Long Distance and International fields to enter the prefix your PBX system requires for accessing an outside phone line Up to five digits are allowed This is not required if the FaxPres...

Page 139: ...elected user The Multi filter setting allows routing based on CID and CSID information It works in conjunction with the CSIDRoute cfg configuration file which resides on the FaxPress server See the fo...

Page 140: ...g 4085551212 and UserName is the user name that the call will be routed to e g CHUCK_DILLER Based on incoming routing filter rules if a match is not made the call is routed to the user UNADDRESSED If...

Page 141: ...nly one Primary server A Primary server however can be configured for use with multiple Secondary servers In a mixed environment of both FaxPress and FaxPress servers the FaxPress must always be confi...

Page 142: ...rator Guide 130 Note Load sharing between FaxPress servers and FaxPress servers semi secondary allows outbound load sharing only To configure the FaxPress to be a Primary server select the This is a P...

Page 143: ...this field Additional file formats can be entered by separating extensions with a comma Ensure that the associated application is installed on the secondary server before entering extensions To confi...

Page 144: ...istrator Guide 132 Server Information The Server Information tab displays the FaxPress Server Name Serial Number Network IP Address and Number of Channels To change the FaxPress s IP address see Using...

Page 145: ...ided for backward compatibility with FaxPress servers and are not editable in FaxPress The Date Format section allows you to select the date format you want the FaxPress to use for all date listings T...

Page 146: ...hentication Novell only Configuration required Two of the FaxPress s Server Properties the Line Settings and the Dialing Properties require configuration immediately before the FaxPress can send and r...

Page 147: ...click on the serial number or name of the FaxPress and select Login as 3 Enter Administrator in the User Name field and leave the Password field blank unless you ve already set an Administrator passwo...

Page 148: ...large and can potentially affect the amount of disk space available to store new incoming and outgoing faxes Automatic Cleanup The Automatic Cleanup section allows you to set the FaxPress to automati...

Page 149: ...e the Delete Notices older than option to have the FaxPress purge outdated notices Enter the number of days notices will be stored before being deleted Use the Delete Transaction Logs older than optio...

Page 150: ...Admin Guide Storage Reclamation FaxPress Administrator Guide 138...

Page 151: ...In the How Should FaxPress authenticate users section use the radio buttons and fields to specify the method for users to access FaxPress This will depend on the level of security you want and which t...

Page 152: ...You can accept the context that is listed in the field under the checkbox or you can click Browse and use the Authentication Context window to select a new context then click OK The mandatory FaxPres...

Page 153: ...radio button for this New Accounts or Existing Accounts option then enter a password in the field if you want to change the password you have shared with users so they can log into FaxPress directly w...

Page 154: ...FaxPress Administrator Guide Creating User and Group Accounts...

Page 155: ...pecific to the individual FaxPress user s client workstation To access and configure the User Properties follow these steps 1 Open FaxPress Start Programs FaxPress FaxPress 2 Log in as Administrator t...

Page 156: ...nfiguring the User Properties 144 8 The User Properties opened by right clicking on a user and selecting Properties contains the same settings as the Add User screen except for the Original Settings B...

Page 157: ...e User Properties FaxPress Administrator Guide 145 9 The Original Settings Based On field appears only in the Add User screen opened by right clicking on an existing user and selecting Add and not in...

Page 158: ...Admin Guide Configuring the User Properties 146 Setting the User Account Properties The User Account tab contains the most basic FaxPress account settings...

Page 159: ...can have different operating privilege levels A user s privilege level determines access to faxes and FaxPress functions There are four privilege levels User Can send list hold view print save discard...

Page 160: ...eck to allow the user to modify their own FaxPress account settings Enforce Bill Back Code Optional Check to force the user to enter a Bill Back Code each time a fax is sent Priority Defines the user...

Page 161: ...the start time is set to earlier than the current time faxes will be sent immediately After Sending Fax section Do not print This is the default value Nothing will be printed following a fax transmiss...

Page 162: ...er s faxes to be sent out on any available line Baud Rate set the maximum baud rate for fax transmission Retries section Number of Retries set the default maximum number of times the FaxPress will try...

Page 163: ...ilbox Do not forward Select to have personal incoming faxes delivered to the user s mailbox Forward to FaxPress user Select to have all personal incoming faxes automatically forwarded to another FaxPr...

Page 164: ...twork printer select this option and click on the Queue button to set the printer queue parameters The Queue button contains information the FaxPress uses to send print jobs to an NT sharable printer...

Page 165: ...e of received faxes to fit the size of the paper selected in the Paper in Tray section The Printer Type section includes a variety of options Use the Other PCL option for HP printers that use PCL form...

Page 166: ...t Browse to find the database Password If you database is password protected enter the password here Microsoft SQL Server Use this type of database if you have a resident MS SQL Server Connect string...

Page 167: ...ients since mail servers typically look for a return email address before accepting mail Attachment format allows the user to specify which format inbound attached files will be received in The option...

Page 168: ...4 Expand the Users Groups branch 5 Right click on Groups and select Add Group to open the New window In the Group Name field enter the name of the new FaxPress group In the Mailbox ID field enter the...

Page 169: ...ngs Archive Settings Location of FaxPress Archive database Email Other Email integration settings as well as default cover page and attachment format preferences About Privilege Levels User accounts a...

Page 170: ...Setting User Passwords Important on page 181 or Novell Single Sign On on page 182 in this section for more information To assign a user a password other than the blank password automatically given wh...

Page 171: ...9 Note If Single Sign On SSO is enabled for your Enterprise server you will not be able to log in remotely via the FaxPress Enterprise Web Interface until you change your password 3 In the User Accoun...

Page 172: ...and enter the new password in the New Password and Confirm Password fields Even if the user has been created using the Active Directory Synchronizer and a random password has been assigned by the Ent...

Page 173: ...rk password If you create FaxPress Enterprise users from existing Active Directory Microsoft Exchange or Novell network database groups the FaxPress Enterprise login process can be integrated with you...

Page 174: ...istrator will appear in the Users Groups Users folder the first time you log into FaxPress as Administrator and expand the Administration folder The Guest account is by default configured with User pr...

Page 175: ...ted accounts with Administrator privileges these accounts can also be used 3 Select the Administration folder view 4 Expand the Users Groups branch 5 Select Users to display the list of current user a...

Page 176: ...that account This means you ll only have to set up each user s individual settings printer configuration for example once rather than for each new user 7 The Add User screen will be displayed with th...

Page 177: ...Admin Guide Manually Creating Users FaxPress Administrator Guide 165...

Page 178: ...FaxPress Administrator Guide Importing and Mapping Users...

Page 179: ...jobs migrated successfully If the migration failed replace the Archive databases with the backup copy and now we go back to the status before migration Checking FaxPress and FaxPress Field Types Befor...

Page 180: ...the Migrate from FaxPress to describe the installation procedure Any differences for the Migrate from FaxPress Premier are indicated in the text 4 Select the source server you want to import from usin...

Page 181: ...s with the Migration Wizard 169 5 The Select Option window lets you select items to import from the source FaxPress In this example user data corporate phone book and archived faxes from the source se...

Page 182: ...ferent Archive database and skip to step 9 To use the same Archive database select the type of database Access or SQL in the Source DB tab and enter the password for the database 7 Click the Advanced...

Page 183: ...d enter the name and password for the administrator with access rights to that folder Skip forward to step 14 9 To create a new location for the imported Archive database select Using a different Arch...

Page 184: ...ation Wizard FaxPress Administrator Guide 172 10 In the Source Folder tab browse to the directory for the database you are importing the archive from then enter the name and password of the administra...

Page 185: ...e information If you ve confirmed that the default field type values have been modified see Checking FaxPress and FaxPress Field Types on page 167 for info use the Advanced screen s pull down menu to...

Page 186: ...sers with the Migration Wizard FaxPress Administrator Guide 174 14 The Select User window requires you to click either the All Users option as shown or click Selected Users then select individual user...

Page 187: ...t on the destination FaxPress The Select User Option screen allows you to specify whether or not to overwrite the existing user accounts on the destination FaxPress with user account data from the sou...

Page 188: ...ate personal cover page Selecting this option will copy the personal cover page or pages of the users imported from the source FaxPress to the same users on the destination FaxPress Replicate personal...

Page 189: ...min Guide Importing Users with the Migration Wizard 177 19 Log on to the destination FaxPress server and check the Properties of the imported users to make sure the users have been imported as specifi...

Page 190: ...xisting registered Exchange user accounts follow these steps 1 Go to Start Programs FaxPress Administration Tools Import Microsoft Exchange Users 2 In the Register FaxPress Users window log in to the...

Page 191: ...Admin Guide Importing Microsoft Exchange Users 179...

Page 192: ...ure authentication prompts when the user switches applications during that particular session When FaxPress users are created individually one at a time the user s password is maintained separately fr...

Page 193: ...t appear in any client or user interface This means users will not initially know their FaxPress passwords and so will not be able to log into the Web Interface or log into their account from a workst...

Page 194: ...re FaxPress user account template s 4 Let users login Their FaxPress accounts and mailboxes will be automatically created the first time they login Note Some individual user properties not defined in...

Page 195: ...rd settings of automatically created user accounts can be customized at any time See Creating User Accounts on page 157for more information Login When a FaxPress server is configured to utilize Single...

Page 196: ...ou select I am a new FaxPress User please create and specify the name of the mailbox in the Mailbox field the FaxPress mailbox will be created and your network login will be associated with the design...

Page 197: ...ation between a FaxPress mailbox and a Novell network user by removing the link from the FaxPress mail box to the fully qualified network name or FNN This may be necessary prior to removing obsolete m...

Page 198: ...izer will only delete users from the FaxPress server if those users are first deleted as individual users from Active Directory User Mapping and the Email Gateway Service After importing Active Direct...

Page 199: ...Admin Guide Using the Active Directory Synchronizer 187 3 In the General screen enter the required information as described below and click Next...

Page 200: ...r service is running indicated by the Started in the Embedded Services folder in FaxPress this option will allows you to specify when the Synchronizer should update FaxPress user information with info...

Page 201: ...rectory of the Active Directory folder on the FaxPress 4 The Profiles window provides three options Select a Profile From the Following List available only if a profile has already been created Create...

Page 202: ...that will be available for future use Once created on Active Directory the new profile will appear in the Select a Profile From the Following List section and will be available to any FaxPress Profile...

Page 203: ...d groups It does not recognize Active Directory user containers As shown in the above example four pre configured default Active Directory FaxPress User Attributes mappings FaxPress Description Active...

Page 204: ...changes to the Active Directory accounts The Edit Condition button can be used for example to specify what might happen to a FaxPress User s account when the Active Directory account expires as shown...

Page 205: ...password as described in Setting User Passwords Important on page 181 The Set FaxPress user password to option allows you to assign one default password for all FaxPress users and groups See Setting...

Page 206: ...tton will start execute and then stop the Synchronizer service If the Synchronize Now button is used the Synchronizer service will always stop after execution even if the Synchronizer service was runn...

Page 207: ...ating FaxPress user information manually by using the Synchronize Now button 11 Finally expand the Users Groups branch of FaxPress to confirm the new users and groups have been created 12 If you ve cr...

Page 208: ...Admin Guide Using the Active Directory Synchronizer FaxPress Administrator Guide 196...

Page 209: ...FaxPress Administrator Guide FaxPress Administration...

Page 210: ...ax view the rasterized fax image and then decide if they approve of the appearance and content before sending the fax Fax Approval allows you to stipulate outgoing fax approval criteria for each FaxPr...

Page 211: ...xes sent by these users must be approved prior to transmission International Only international faxes sent by these users must be approved prior to transmission No Approval No approval is required pri...

Page 212: ...new screen Approvers is displayed The left panel displays all the available users with Administrator and Operator privileges 4 Select any or all of these users by double click them or highlighting on...

Page 213: ...ending the fax that the fax will require approval prior to transmittal To approve faxes follow these steps 1 Login to FaxPress with Administrator or operator privileges 2 Expand your Mailbox and selec...

Page 214: ...Admin Guide Configuring Fax Approval 202 To reject the fax right click on the fax and select Approve and No The status of in the originator s Outgoing Fax Queue will show Not Approved...

Page 215: ...privileges 2 Select either the All Folders folder view or the Administration folder view and select the Fax Lines All of the fax lines configured for this FaxPress server will be displayed in the righ...

Page 216: ...Lines 204 4 The Fax Line Settings allows you to configure the parameters for this line Fax line settings can also be accessed through the Server Properties See Line Settings on page 125 for detailed...

Page 217: ...Admin Guide Configuring Fax Lines FaxPress Administrator Guide 205...

Page 218: ...klist Note Incoming CSID blocked calls might not be shown in the error log if your FaxPress server is equipped with an EICON fax board The incoming outgoing deny list feature is configured by editing...

Page 219: ...s The Outgoing section contains phone numbers that you wish to prevent outgoing calls to The phone number should be in canonical format 1 408 555 1212 Note Phone numbers should be preceeded by any cou...

Page 220: ...ith a non zero value the call is terminated before the fax is received and no error code is generated The default value for Reject Call is 0 The Route To User ID value is assigned based on the user ID...

Page 221: ...list of admissible bill back codes then implement them by checking the Enforce Bill Back Code option in the User Properties dialog box For more information about enforcing Billback codes refer to Con...

Page 222: ...with all your bill back code information directly into the bill back code table To import bill back code information into the bill back code tables follow these steps 1 Right click on your Bill Back...

Page 223: ...s IP Address shut it down reboot it or reset the fax board The Trace Management folder allows you to enable trace information on the Premier s services to be recorded retrieved or sent to Captaris tec...

Page 224: ...Approval The Approval folder allows you to define fax approval requirements for individual users and grant approver status to specific FaxPress users Approval requirements are based on telephone acce...

Page 225: ...be either native or external phonebooks Only the FaxPress Administrator or a user with Operator privilege can edit the corporate phone book Refer to Contacts and Phone Books on page 233 Fax Archive Re...

Page 226: ...s sent where it was sent and other information about the fax The same type of information is recorded for every fax received by the fax server Only FaxPress users with Administrator privilege can mana...

Page 227: ...ction log records In the Days field enter the duration for this view 5 Click on the Filters tab to define filters for each of your transaction log folders Display all records in the given date range b...

Page 228: ...ed 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 Status Choose from Succeeded or Failed...

Page 229: ...s 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 a...

Page 230: ...etwork Print dialog box 4 Select number of copies and click OK 5 To change the configuration of your printer click on the Printer button The Printer Configuration dialog box will be displayed For deta...

Page 231: ...ncoming faxes outgoing faxes or both follow these steps 1 Select either the Incoming Fax folder for inbound faxes carbon copying or the Outgoing Fax folder for outbound faxes carbon copying 2 Right cl...

Page 232: ...Admin Guide Using the Carbon Copy Feature 220...

Page 233: ...FaxPress Administrator Guide Backup and Restore...

Page 234: ...etwork These configuration user mapping registry settings and faxes stored in the backup folder cannot be accessed until the System Restore utility is run The Restore command allows those files to be...

Page 235: ...Admin Guide Backup Restore 223 4 The Backup Service window contains the Configuration tab...

Page 236: ...he Backup directory is located Be sure to Confirm the password Specify how frequently the Backup service should be run Specify how many backup images the FaxPress server should retain Up to 30 backup...

Page 237: ...to the Backup directory retrieve the backed up FaxPress server system files user information and fax job data and configure the target FaxPress with the backup information The target FaxPress server...

Page 238: ...a system restore then take the following steps 1 When you reach the Select Mode window shown above select the Restore from FaxPress Backup option then click Next The Select Backup Image window opens B...

Page 239: ...Admin Guide Backup Restore 227...

Page 240: ...ct the Restore Everything option and click Next 3 The Report window opens Click the checkbox for the Email Restore Report option if you want the FaxPress server administrator to get an email report on...

Page 241: ...n Guide Backup Restore 229 4 The Summary window appears Check the items listed and make sure you have configured the restore the way you want If you need to make changes click Back If not then click N...

Page 242: ...Admin Guide Backup Restore FaxPress Administrator Guide 230 5 A message box appears with tips and procedures you need to follow as part of the restore process...

Page 243: ...ips and procedures as necessary then click Yes to begin the restore process A progress message box appears The target FaxPress server system will reboot when the restore is complete Follow the instruc...

Page 244: ...FaxPress Administrator Guide Contacts and Phone Books...

Page 245: ...s Corporate Phone books can be configured by users with Administrator or operator privileges The proprietary FaxPress Phone Books is actually one phone book with different groups within it The ALL gro...

Page 246: ...phone book group follow these steps 1 Log into your FaxPress server with Administrator privileges and select the Administration folder view 2 Expand the Corporate Phone Books Right click on FaxPress...

Page 247: ...hone book in the Group Name text box 5 Click OK to accept the values A new folder will now be visible under the Personal Phone Books folder You now can add individual members to your group 6 To add me...

Page 248: ...tinue to the next section Import FaxPress Phone Books Importing a Phone Book File You can import four types of phone book files Standard Comma Delimited Files csv Custom Comma Delimited Files csv dBas...

Page 249: ...in Fields to your FaxPress fields in Target Phone Book Fields b Use the Add Link button to establish a link between the fields selected from the source dBase file and the target phone book see above T...

Page 250: ...up 4 After locating the file click OK to import the file The phone book number will all be located in the folder ALL if no Group is defined in your imported file or the Group name defined in the impor...

Page 251: ...Contacts and Phone Books FaxPress Administrator Guide 239 4 The SaveAs dialog box will be displayed 5 Navigate to a directory specify a name and save the file The file will be exported as a comma del...

Page 252: ...ese steps 1 Open FaxPress 2 Expand the Administration branch and click on Corporate Phone Books 3 Right click on External Database Phone Books and select Add Database Phone Book from the context menu...

Page 253: ...t 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 s...

Page 254: ...Admin Guide Contacts and Phone Books 242 The Database Phone Book dialog box will be displayed...

Page 255: ...ook The following FaxPress fields can be mapped into fields in the database phone book Table The define tables in your database can be selected from the drop down list First Name and or Last Name To a...

Page 256: ...ook field to the equivalent BillBackCode column in your database table This is an optional field 3 To map the database table to your view select one of the database tables in the scroll down list for...

Page 257: ...ins 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 butto...

Page 258: ...t click on any phone book view and select Properties from the context menu The Phone Book View tab will be activated 2 Select the table you want to join by finding it in the Table scroll down list In...

Page 259: ...se fields together to create the fax phone number 1 Right click on any phone book view and select Properties from the context menu The Phone Book View tab will be activated 2 Click the Build button to...

Page 260: ...t up by the administrator to log into the database for all users If this log on fails FaxPress will require each user to setup their own data source name DSN 3 If you are connecting to an SQL database...

Page 261: ...FaxPress Administrator Guide System and Diagnostics...

Page 262: ...nts to be emailed to a specified recipient based on pre defined parameters For example an administrator can be notified via email when a specific service has started and or stopped on the FaxPress ser...

Page 263: ...Admin Guide Alert Service Module 251 4 Right click anywhere in the right hand window and select Alert Setup The Alert Properties dialog box is displayed...

Page 264: ...ess Administrator Guide 252 5 A default set of alerts will be displayed in the Alerts list You can return to this set of default alerts at anytime by pressing Default 6 To add a custom alert press Add...

Page 265: ...mber Under most cir cumstances there is no need to change this Sender Address Email address of sender of email Example faxpressad ministrator yourcompany com Recipient Address Email address of alert e...

Page 266: ...FSrvc FPEFSrvc FPBWSrvc Timeout 266 Scheduled reindex FPAdminSrvc FPQMSrvc beginning 267 Unscheduled reindex FPAdminSrvc FPQMSrvc beginning 268 Reindex completed FPAdminSrvc FPQMSrvc 271 Watchdog time...

Page 267: ...configurable directory store all the captured information for later viewing by an administrator The Performance Monitor function is pre installed in the FaxPress server but certain tasks need to be p...

Page 268: ...Admin Guide Performance Monitor FaxPress Administrator Guide 256 4 Select FaxPress Queue Manager Line from the Performance object dropdown...

Page 269: ...min Guide Performance Monitor 257 5 Select the All counters and All instances radio buttons Note For subsequent performance objects selected in step 4 these radio buttons might be grayed out 6 Click A...

Page 270: ...PBX access number Line long distance PBX access number Line number Line remote ID CSI Line routing method Line status FaxPress Queue Manager Service Build label Notice records count Notice records un...

Page 271: ...ransaction log converting job count Transaction log held convert job count Transaction held send count Transaction log pending job count Transaction log sending count Transaction log unused count Tran...

Page 272: ...ectory contains both the System Information and Trace Management folders The System Information directory displays the FaxPress server s system information and can also be used to make changes to the...

Page 273: ...tions right click anywhere in the right panel These functions include changing the FaxPress Server s IP Address shutting down or rebooting the FaxPress and resetting the FaxPress server s fax boards T...

Page 274: ...nformation on these services can be enabled or disabled recorded retrieved or sent to Captaris tech support for analysis by right clicking on the service and selecting from the menu options The Trace...

Page 275: ...Admin Guide System Diagnostics 263...

Page 276: ...ile information on these services can be enabled or disabled recorded retrieved or sent to Captaris tech support for analysis by right clicking on the service and selecting from the menu options The T...

Page 277: ...FaxPress Administrator Guide Email Integration...

Page 278: ...dded Email Gateway service Both enable inbound and outbound faxing through Exchange synchronizing of the FaxPress and Exchange user databases and use of the global address book for faxing as well as c...

Page 279: ...l systems to send and receive faxes The embedded Email Gateway for Generic SMTP has been tested in variety of email environments It has proven to be a very reliable alternative to NLMs or connectors e...

Page 280: ...FaxPress Administrator Guide Drop Directory and DropFax Service...

Page 281: ...ctory follow these steps 1 Log in as Administrator to FaxPress 2 Expand the Administration branch 3 Select the Drop Directory folder 4 Right click anywhere in the right panel and select Add 5 Use the...

Page 282: ...ering value from 1 to 9999 with which drop directories searches will be ordered Directories are searched in the increasing order of their priority Directories with the same priority are searched in ro...

Page 283: ...ch with 100 fax jobs the drop directory service will send 25 faxes from the first folder then 25 from the second and so on Stop Interval If multiple drop directories with different priorities are set...

Page 284: ...he Drop Directory folder for outbound faxes and submits them to the FaxPress for faxing The Drop Directory supports fax jobs submitted in any native document format and also supports priority fax job...

Page 285: ...ctors to the DropFax directory of a specific line or user and the pharmacy s custom application could process these prescriptions so they could be filled Setting Up the Inbound DropFax Service After t...

Page 286: ...er the name of a FaxPress user who has Administrator privileges in the Administrator field and a password in the Password field The DropFax service will use this Administrator account to retrieve faxe...

Page 287: ...t searchable Fax Naming The Fax Naming field allows you four options to specify the way faxes are identified in the DropFax directory Serial Number Job ID Date Serial Number Job ID Job ID Date Job ID...

Page 288: ...Line enter the path to the Directory where inbound faxes will be directed or press the button to browse for folder and enter a User Name and Password Specify a network user with access rights to the s...

Page 289: ...oduction Faxing and the DropFax Service 277 4 After the DropFax service is configured it must be started To start the DropFax service for incoming faxes right click on DropFax in the Embedded Services...

Page 290: ...re distinguished from the other types of files in this directory by their filename extension which must be the same as the extension specified along with the drop directory pathname specified in the D...

Page 291: ...job control file B baudrate specifies maximum baud rate of jobs Available baud rates are B4800 B7200 B9600 Bl2000 Bl4400 ONLYLINE line specifies the fax line to be used for sending this fax job ANYLIN...

Page 292: ...INTCONFIRM specifies a confirmation page is to be printed after fax has been successfully transmitted default is no confirmation PRINTFAX specifies a full fax image is to be printed after fax has been...

Page 293: ...a files in a drop directory are distinguished from the other types of files in this directory by their filename and extension Each job data file consists of one or more pages of fax image data in TIFF...

Page 294: ...FaxPress Administrator Guide Imprint Header...

Page 295: ...e imprint header can also be customized and used to replace the fax cover page Information typically found on an outgoing fax cover page can be compressed into the header Incoming imprint header infor...

Page 296: ...an outgoing fax cover and incoming page such as Sender fax phone number voice number and email address Fax recipient name company fax number voice number and email address Bates numbering i e Bates s...

Page 297: ...ing Imprint Header FaxPress Administrator Guide 285 5 Select the For outgoing faxes the imprint line on the top of the page option Selecting this option will make the Settings button appear Click the...

Page 298: ...need to de select and then re select it for the Settings button to appear 6 Use the Imprint Text field of the Imprint Settings window to enter the combination of Imprint Header Keywords and non Keywor...

Page 299: ...yped All non Keyword text will appear on the outgoing fax exactly as typed in the Imprint Text field Next the Imprint Header Keywords separated by slashes are entered M D Y This will define the date a...

Page 300: ...Admin Guide Customizing the Outgoing and Incoming Imprint Header 288 4 Select the Advanced Functions tab 5 Select the Add a date and time stamp on the top of each incoming fax print out option...

Page 301: ...may add header information that covers or obscures the underlying fax image which is unrecoverable once the imprint header is applied The default Override setting is 1 True which replaces the one line...

Page 302: ...file Modifying Font Style and Size with the Header cfg File Enabling the imprint header in the Advanced Functions creates a header cfg file in the C Castelle system cfg directory of the FaxPress serve...

Page 303: ...is no user interface for setting this functionality To add Bates numbering to the header the configuration file bates cfg must be present on the FaxPress server in the directory C Castelle System Cfg...

Page 304: ...ariable is the unique identifier for each page and the i variable defines the page range listing the first page of the document and the last page of the document as defined by the ID Format selection...

Page 305: ...ng and incoming faxes Code Number of Charac ters Width Meaning s 1 Space M 2 Month D 2 Day Y 4 Year YYYY y 2 Year YY H 2 Hour 24 h 2 Hour 12 p 2 AM PM m 2 Minute S 2 Second X 0 Put in front of date ti...

Page 306: ...Admin Guide Customizing the Outgoing and Incoming Imprint Header 294 B 1 Fax recipient fax number 1 G 2 Bill Back Code g 2 Bill Back Matter...

Page 307: ...FaxPress Administrator Guide Web Client Interface...

Page 308: ...the Web Client Interface Use FaxPress to access these features Pop up Blocker and the Web Client Internet Explorer 7 with Windows XP Service Pack 2 or Vista includes a pop up blocker feature When you...

Page 309: ...r workstation is required By default the HTTP protocol is disabled HTTPS must be used instead A secure connection is verified by the lock icon in the status bar of the browser To access the Web Client...

Page 310: ...298 5 In the User field enter Administrator If this is the first time you ve logged into the Administrator account or if you have not yet set a password leave the Password field blank and click Login...

Page 311: ...eatures select the Administration view For information on using the different features and options available from the Web Interface refer to the chapters on using FaxPress and configuring FaxPress ser...

Page 312: ...Admin Guide Web Client Interface FaxPress Administrator Guide 300...

Page 313: ...FaxPress Administrator Guide Web Client Printer...

Page 314: ...ies for workstations that do not have the 32 bit Windows client installed whatever the reason Used in conjunction with the Web Client Interface the Web Client Printer provides full FaxPress functional...

Page 315: ...ver This URL is the same path used by clients to access the FaxPress Web Client Interface and is usually a secure URL that is https If more than one FaxPress server is present on the network use the s...

Page 316: ...Installing the Web Client Printer 304 8 Once installation is complete verify that the Web Client Printer driver is installed by going to Start Settings Printers and Faxes and selecting Captaris Web Cl...

Page 317: ...ences dialog box is displayed Make any changes and click OK Click Cancel if you wish to exit without making changes 10 Once the Web Client Printer is installed and configured you can print from any Wi...

Page 318: ...Admin Guide Installing the Web Client Printer 306...

Page 319: ...plications are ready to send faxes using the FaxPress server and without the need to launch the FaxPress Windows client To print using the FaxPress Web Client Printer driver 1 In any Windows based app...

Page 320: ...Web Client Printer Compose Fax dialog contains the same options and features as the FaxPress Windows client About the FaxPress Send Fax Interface on page 1 in the FaxPress User Guide on page 1 for mo...

Page 321: ...Admin Guide Using the Web Client Printer FaxPress Administrator Guide 309...

Page 322: ...b Client Printer enables users to fax without the need to launch or install the FaxPress Windows client To print users select the Captaris Web Client Printer driver as they would select any other phys...

Page 323: ...FaxPress Administrator Guide Fax Reporting...

Page 324: ...nvenient user friendly presentation tool for the FaxPress server s operations generates the fax transaction log information in a variety of report formats The Fax Report s comprehensive analysis of th...

Page 325: ...Fax Success Failure Report Outgoing Fax Success Failure Report Incoming Fax Success Failure Report Incoming Outgoing Generating Individual Fax Reports To generate an individual fax report follow thes...

Page 326: ...e Date Range section select one of the five standard reporting periods or define one by entering a range of dates in the fields provided 7 Click Show Fax Report will now retrieve the specified fax tra...

Page 327: ...to schedule faxing so the usage is more evenly distributed over time 1 Log into FaxPress as Administrator 2 Open the Administration folder 3 Select Fax Reports in the tree 4 Double click on the System...

Page 328: ...Usage The Total Fax Channel Usage chart is shown below Check for levels of usage at the different times listed The height of each bar indicates the percentage of channel capacity being used at the ti...

Page 329: ...rator To set up or configure these alarms use the following procedure 1 When logged into FaxPress as Administrator expand the Administration branch of the FaxPress Neighborhood tree 2 Select Fax Lines...

Page 330: ...d channel before an alarm is sent For example you can enable the total channel usage alarm and set it to be sent when usage reaches 90 of capacity Use the Send alarm every text box to set the frequenc...

Page 331: ...coming System Fax Volume Report Incoming Outgoing System Fax Volume Report By Billback Code Outgoing System Fax Volume Report By Fax Number Outgoing System Fax Volume Report By Channel Incoming Outgoi...

Page 332: ...lect the Fax Reports folder 4 Double click on the type of report you d like to generate 5 In the Report window confirm the Name field displays the correct fax report type 6 In the Date Range section s...

Page 333: ...FaxPress Administrator Guide Cover Pages...

Page 334: ...the FaxPress Personal Cover Page Personal cover pages are used only for your own outgoing faxes You can create up to eight personal cover pages and choose between them at the time you send a fax All...

Page 335: ...ent reliable way to create a new customized cover page is to use or modify an existing template Captaris strongly recommends that you use the provided Cover Page Templates to create your personal and...

Page 336: ...ustom cover page template This is the more convenient efficient option of the two mentioned above and is the one covered in the next section See Creating a Cover Page Template from a Blank Word Docume...

Page 337: ...strator Guide 325 Here is a cover page created from the existing Generic doc file The boldface text font has been changed and a company name and logo graphic have been added Note that the keyword fiel...

Page 338: ...stration branch of FaxPress You must be logged in as Administrator as a user with Administrator privileges Publishing a Corporate Cover Page To make a new customized cover page template available as a...

Page 339: ...327 3 Browse to and select the file name of your new custom cover page template company doc in this example 4 Click OK to the Cover Page OK message 5 The new cover page will now be added to the Corpor...

Page 340: ...Admin Guide Creating Cover Pages with Microsoft Word 328...

Page 341: ...fy a font type that supports Spanish for the keyword field Arial Unicode MS is one example of a multilingual font type that supports a wide variety of language characters Again only the font type of t...

Page 342: ...CANNOT create a cover page template for use with the FaxPress without installing and using the Captaris Cover Page Macro The server software requires that each cover page template contain the correct...

Page 343: ...Start Programs FaxPress Windows Office Support Install Cover Page Macro 2 Open Microsoft Word The FaxPress CoverPage button appears on the tool bar as shown in the illustration below The FaxPress Cov...

Page 344: ...size and then add all of the keyword fields to your cover page template before making format changes Also it is best to add all of the field names and keyword fields before you add graphics to the tem...

Page 345: ...k FaxPress CoverPage Recipient Fax No 8 Repeat the above steps to insert other identification elements including From and Subject the keyword for Subject is located in the Miscellaneous option You may...

Page 346: ...e FaxPress software will not recognize the field 9 Create an area for the text message that is to appear in the fax in the manner described below This area must include all 16 message keywords a On a...

Page 347: ...omit any of the 16 lines or add any additional lines The FaxPress server software requires 16 lines for the cover page message If you add more than 16 lines the message will be included as an attachme...

Page 348: ...Templates folder The filename must contain 8 characters or less 11 To make the template available for your network users add the template to the Corporate Cover Pages folder in the FaxPress Administra...

Page 349: ...FaxPress Administrator Guide Merging Faxes...

Page 350: ...erge To install FaxMerge follow these steps 1 To open the FaxMerge installation doc go to Start Programs FaxPress Microsoft Office Support Install FaxMerge 2 Click Enable Macros if prompted 3 In the M...

Page 351: ...your current drive for Normal dot file and write down the path to it 2 With your Windows Explorer browse to your Program Files Captaris FaxPress Third Party MS Office Utilities Under this path you wil...

Page 352: ...o be one personalized document to many recipients To become available the FaxMerge feature must first be installed from the FaxPress client Required ODBC Data Sources and Drivers The following data so...

Page 353: ...Admin Guide Merging Faxes 341...

Page 354: ...Admin Guide Merging Faxes FaxPress Administrator Guide 342...

Page 355: ...ce to your MailMerge document 4 Inserting the fields into the Main document 5 Faxing merged documents Creating a Main Document MS Word uses the term Main document to describe what can be called a temp...

Page 356: ...4 3 Select Form Letters from the context menu 4 Select Active Window to make the current document a merge template or to change the document type Or if there are no open documents and you d like to cr...

Page 357: ...n to specify your data source or use the Edit button to edit your document Merged documents are faxed without a cover page To include a cover page set up the first page of the document to be the cover...

Page 358: ...urce For faxing the data source is typically a contact list or phonebook Note Please remember that your data source must contain a field with the fax number for each recipient To attach a data source...

Page 359: ...Text or CSV file or MS Query file In this example Captaris mdb is an Access database that contains fax numbers In the Files of Type field make sure the correct kind of data source is selected MS Acce...

Page 360: ...l 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 an item from the Table or Query tab 4 Word will now try...

Page 361: ...one you just created Two new fields are now displayed in your Word toolbar Insert Merge Field and Insert Word Field 4 To insert the fields from your attached filed or database into your document put...

Page 362: ...ou start the process of faxing you will first be asked to map data source names to FaxPress names When you have finished the mapping faxing will start automatically To fax your merged document follow...

Page 363: ...When done click OK start the merging and faxing or Cancel to abort 8 The FaxPress Login maybe displayed if you have not configured FaxPress for automatic login You can select Configure FaxPress Login...

Page 364: ...that includes recipient information i e names fax numbers etc 2 Using MailMerge to create a Main document 3 Attaching a data source to your MailMerge document 4 Inserting the fields into the Main docu...

Page 365: ...dmin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 353 2 In the FaxPress Server Login dialog box choose a FaxPress Server to log in to enter a User Name and Password and click Login...

Page 366: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Administrator Guide 354 3 Select Tools Letters and Mailings MailMerge Wizard...

Page 367: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 355 4 Make sure the Letters radio button is selected and click Next Starting document button...

Page 368: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Administrator Guide 356 5 Next select the Use the current document radio button and then click Next Select recipients...

Page 369: ...2000 XP and 2003 357 6 Leave the Use an existing list radio button selected and click Browse to open the Select Data Source window Open the data source you created in Creating a Data Source on page 35...

Page 370: ...icrosoft Word Office 2000 XP and 2003 FaxPress Administrator Guide 358 The Mail Merge Recipients window allows you to select recipients for your merged document Use the Select All button and click OK...

Page 371: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 359 8 Next make sure the name of your data source file appears as the existing list from which the recipients will be drawn...

Page 372: ...P and 2003 FaxPress Administrator Guide 360 9 Next to insert the merge fields click on the icon to the left of the Insert Word Fields button The name of this icon is Insert Merge Fields The icon s des...

Page 373: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 361 10 In the Insert Merge Field dialog box make sure the Database Fields radio button is selected...

Page 374: ...Insert Merge Fields dialog box correspond to the fields in your Excel data source file Select the fields from your data source that you d like to add to your Word document and click Insert 12 After y...

Page 375: ...erge with Microsoft Word Office 2000 XP and 2003 363 13 Write the text and edit your document Merged documents are faxed without a cover page To include a cover page edit the first page of the documen...

Page 376: ...g FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Administrator Guide 364 14 Once you ve finished editing your document click on MS Word Tools FaxPress Mail Merge 15 When prompted to Sav...

Page 377: ...r the document is saved the FaxPress Fields Map will appear as shown below Map the Fields you want 17 Map the Fields you want and click the Map button to have fields on the right part of the dialog bo...

Page 378: ...Microsoft Word Office 2000 XP and 2003 FaxPress Administrator Guide 366 When FaxMerge finishes its process the document and multiple recipients will be forwarded to the FaxPress Click OK You have comp...

Page 379: ...th Microsoft Word Office 2000 XP and 2003 367 Uninstalling FaxMerge To uninstall reopen the MailMerge doc document Start Programs FaxPress Microsoft Office Support Install FaxMerge and click on the Un...

Page 380: ...FaxPress Administrator Guide Archiving Faxes...

Page 381: ...nt name to access the target folder and store faxes The Archive configuration will also require a network user name with read access rights to the directory where the archived faxes will be stored Fax...

Page 382: ...ng information What to archive incoming faxes outgoing faxes or transaction logs The archival frequency and storage format The type of database used to store the archival information SQL server or Acc...

Page 383: ...ce will however automatically generate tables data structures within the SQL database for the Archive Once configured and started the Archive service goes through the outgoing and incoming fax queues...

Page 384: ...FaxPress Start Programs FaxPress FaxPress 2 Open the FaxPress Administration folder 3 Select the Embedded Services folder 4 Right click on the Archive service and select Configuration Creating and Con...

Page 385: ...ly be visible to users through the Archived Received Faxes folder in FaxPress and only if the All User View mode is selected 2 Enter the FaxPress User Name and Password the Archive will use to log int...

Page 386: ...n at anytime use the FaxPress Archive configuration program to specify a different database but the information from the old database will not be imported into the new one 4 If you select Microsoft Ac...

Page 387: ...xisting FaxPress Archive database if an archive database already exists and you just want to change other parameters unrelated to the database Or select Create a New Database for a new Access database...

Page 388: ...r name with read access rights to the directory where the archived faxes will be stored FaxPress will use this account to retrieve archived faxes for users Configuring Archive for an MS SQL Database T...

Page 389: ...C connect string displayed in the Select a Data Source Name field The connect string is generated automatically when a DSN is selected and a connection to the server is successful Domain Enter the nam...

Page 390: ...follow the instruction in Connecting FaxPress Archive to a DSN SQL Databases on page 386 2 Select the File Data Source tab and either browse to select an existing ODBC driver or use the New button to...

Page 391: ...rchive Program s Properties After you ve selected and configured an Access or SQL database the Archive wizard will finish the configuration process by prompting you for FaxPress server selection and a...

Page 392: ...transmitted fax es will be automatically deleted from the outgoing queue after they are ar chived Note If you choose to archive sent faxes the FaxPress server Advanced Functions parameters will automa...

Page 393: ...n is selected and Archived faxes are deleted from the incoming queue after archiving they will only be visible to users through the Archived Received Faxes folder in FaxPress and only if the All User...

Page 394: ...hive process When to delete transaction logs is specified in the Storage Reclamation settings of the FaxPress Server Properties See Storage Reclamation on page 136 The Archive Options dialog box allow...

Page 395: ...n Password Specify a password to be used in the encryption of the faxes If you are using a Microsoft Access database to store the archived fax informa tion this password is also used to protect the Ac...

Page 396: ...ion Choose a time when there is minimal workload on the FaxPress server This option is recommended if the Archive will be used in the Administrative View mode The Archived Faxes Database Purge window...

Page 397: ...ress users The next two windows are information pages Once the configurator is finished the settings are saved to the registry and to the FaxPress server If a new Access database is selected a new Acc...

Page 398: ...DSN is selected and a connection to the server is successful If a DSN is not displayed or you want to select an alternate DSN clicking the Browse button will let you either select a different existing...

Page 399: ...ile based data base e g Access Dbase Paradox Excel CSV FoxPro etc The Type of each DSN is indicated in the middle column by User or System A User DSN is a DSN that can only be seen by the login user t...

Page 400: ...n will display the list of available ODBC drivers installed on your system Select SQL Server 6 The next screen will display the new data source Click Finish to complete this section and proceed to con...

Page 401: ...or 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 8 Click Next 9 Select either Windows NT or SQL server authentication m...

Page 402: ...this screen Note In either case the user must have permission to create tables on the database 10 Click the Client Configuration button and select the appropriate protocol The next screen specifies t...

Page 403: ...options for logging in and regional settings Specify these as appropriate for your environment They do not affect the operations of FaxPress Archive 13 Select Finish 14 Select the Test Data Source bu...

Page 404: ...startup type is automatic To start the FaxPress Archive service follow these steps 1 Login as Administrator to FaxPress Start Programs FaxPress FaxPress 2 Expand FaxPress Administration branch 3 Selec...

Page 405: ...the user s personal archived faxes are stored in the user s Archive folder in FaxPress Note If the Archive folder is not displayed you may need to reconfigure your startup options Configure the startu...

Page 406: ...faxes can be viewed saved converted to text printed e mailed and sent through FaxPress Archived faxes can be saved in TIF DCX or PDF file format If a fax is saved or archived as a PDF file the conten...

Page 407: ...ick on the fax and select Properties The information available for each of these faxes in these lists is exactly the same as what was available before the faxes were archived These two folders will on...

Page 408: ...r than or equal to a certain number of pages and also the specified number of pages Company Filters the list so that only faxes sent to a particular company will be shown Dropping the list allows opti...

Page 409: ...Select the Archived Received Faxes folder For the Administrator and Administrator privileged users archived faxes are located in two places in FaxPress in the Mailbox folder Administrator account arc...

Page 410: ...s 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 Dropping the list allows option...

Page 411: ...lar duration will be shown From the scroll down list you can select options for receptions with all durations receptions that take less than or equal to the number of specified seconds receptions that...

Page 412: ...ill depend on the FaxPress Status Filters the list so that only faxes with a certain status will be show From the scroll down list you can select options for faxes with any kind of status OK status an...

Page 413: ...ck code will be shown From the scroll down list you can select options for transmissions with all billback codes transmissions whose billback code begin contain or end with a particular phrase and als...

Page 414: ...t options for transmissions sent via any line or any of the lines available on the FaxPress The number of available lines will depend on the FaxPress Status Filters the list so that only faxes with a...

Page 415: ...FaxPress Administrator Guide Web Services SDK...

Page 416: ...atforms Any modern programming language and operating system with Web Services functionality is compatible with the FaxPress Web Services interface At a high level the Java API generated from Apache A...

Page 417: ...FaxPress Administrator Guide Connectors...

Page 418: ...new directory called HPFSCAN under the Captaris 08xxxxxx directory on the FaxPress file server This is the directory that you will point the HP Digital Sender service to during the HP Digital Sender...

Page 419: ...ck Next 5 Enter HP Digital Sender User name information user name and password created in the steps above 6 A question will appear prompting for the addition of the Fax Service Functionality Click Yes...

Page 420: ...Mode This will put HP Jetadmin in Expert mode 3 Right click the HP Digital Sender and click Modify 4 Click the Fax tab and Network Fax Server This is a functionality of Firmware 3 0 Click here for the...

Page 421: ...ng Account if necessary 8 Click OK 9 Check the Enable Fax checkbox 10 Add Fax destinations to the public fax address book a In Address Book Manager click Public Fax b Click File and New c Fill in the...

Page 422: ...another workstation but can also be accessed and administered directly on the server if needed Supported Ricoh MFD Devices The following Ricoh GlobalScan 2 0 devices support the FaxPress Ricoh Connect...

Page 423: ...vice 1 Unzip the GlobalScan 2 0 FaxPress Service file into a temporary folder 2 Launch Setup exe 3 The following three steps outline the installation process Step 1 Welcome Step 2 Copy All files are c...

Page 424: ...Plugins FaxPress Step 3 Installation Complete Click Finish to complete the installation Administering the GlobalScan 2 0 FaxPress Service Add the FaxPress service to the GlobalScan server in accordan...

Page 425: ...ess Administrator Guide 413 After adding the FaxPress service to the project the administrator needs to configure the FaxPress Service Configuration FaxPress Service Configuration Click Configure next...

Page 426: ...Admin Guide FaxPress and Ricoh GlobalScan 2 0 Integration 414 FaxPress Plug in Configuration screen...

Page 427: ...the user name and password and click Login to verify connectivity to the FaxPress server and account information Once logged in the list of cover pages is retrieved from the server and displayed in t...

Page 428: ...uide When properly configured the FaxPress service is available from the GlobalScan MFD console To send a fax select Captaris Fax and configure the fax parameters as shown From Subject Form New Recipi...

Page 429: ...or Guide 417 Enter the recipient fax number name and company and press OK To enter multiple recipients press New Recipient again The recipient information is concatenated into the recipient list using...

Page 430: ...xPress and Ricoh GlobalScan 2 0 Integration 418 Group Selecting External Phone Book Group If the FaxPress server is configured to use an external database phonebook ODBC phonebook you can select the p...

Page 431: ...Admin Guide FaxPress and Ricoh GlobalScan 2 0 Integration FaxPress Administrator Guide 419 To change click the dropdown and select the group name from the list...

Page 432: ...Admin Guide FaxPress and Ricoh GlobalScan 2 0 Integration 420 Selecting Recipients Form an External Phone Book Group...

Page 433: ...s Administrator Guide 421 Once the group is selected press Group Members and select the recipients from the phonebook To search for a recipient press Search and type in the first few letters of the re...

Page 434: ...ration 422 The list will display Cover Page To select a cover page press Cover Page Available cover pages will be displayed The standard FaxPress supports corporate or no cover page and the FaxPress s...

Page 435: ...Administrator Guide 423 FaxPress Authenticated Service FaxPress Authenticated Service requires thes user to login before scan functionality is enabled A user logs in using their personal FaxPress acc...

Page 436: ...led on the FaxPress server on the network The necessary files reside on the FaxPress 5 1 client CD that shipped with your FaxPress unit Note Before proceeding you must have access to your FaxPress ser...

Page 437: ...ess Administrator Guide 425 3 It is not necessary to change the default settings in the Select Installation Address screen unless absolutely necessary You can press Disk Cost to see how much disk spac...

Page 438: ...Admin Guide Sharp OSA Connector 426 4 Start the installation by pressing Next...

Page 439: ...Admin Guide Sharp OSA Connector FaxPress Administrator Guide 427...

Page 440: ...Admin Guide Sharp OSA Connector 428 5 Press Done to finish the installation...

Page 441: ...harp OSA Connector FaxPress Administrator Guide 429 6 Launch Internet Explorer on the FaxPress server and connect to http localhost faxpressconfig aspx The Captaris FaxPress Plugin Configuration page...

Page 442: ...ure the fields and checkboxes in the Configuration page as follows FaxPress Server Custom Share this account for all users User Name Password Login Allow user to fax directory without having to log in...

Page 443: ...e on the MFP you will first need to register the OSA Application This is done by specifying the address of the home page for the FaxPress OSA application The application home page can be accessed at h...

Page 444: ...e server The configuration page can be accessed at http server IP address FaxPressOSA FaxPressConfig aspx Note Note Replace Server IP Address with the actual IP address of the FaxPress server The FaxP...

Page 445: ...TP directory field will also be pre configured to point to the FTP directory on the local FaxPress server and cannot be changed For troubleshooting you may turn on tracing by check the Trace checkbox...

Page 446: ...nformation from the phonebook by editing and modifying any of the recipients parameters Selecting Recipients from FaxPress Database Phonebooks FaxPress supports any number of database based phonebooks...

Page 447: ...display the list of all available phonebooks and groups as defined in FaxPress One Click Search Click on the first letter of the recipient s first or last name The list of matching recipients will be...

Page 448: ...integration using the FaxPress eCopy Connector and eCopy ShareScan OP v2 0 and v3 0 For information on integrating eCopy ScanStation a component of the eCopy Suite with a FaxPress email gateway refer...

Page 449: ...they become visible to the Connector and show up in the Admin Console s Configuration tab The Configuration tab allows you to specify which ODBC phonebook and view will be accessible to users via the...

Page 450: ...nector from the Captaris FaxPress CD follow these steps 1 Log on to the workstation as administrator or as a user with administrator privileges 2 Place the Captaris FaxPress CD in a CD ROM capable dri...

Page 451: ...Admin Guide Installing the FaxPress eCopy Connector FaxPress Administrator Guide 439 5 Select Administrator Installation 6 Select the Email Gateways and Connectors button...

Page 452: ...Admin Guide Installing the FaxPress eCopy Connector 440 7 Select eCopy Connector 2 0 to use with eCopy ShareScan OP v2 0 or select eCopy Connector 3 0 to use with eCopy ShareScan OP v3 0 8 Click Next...

Page 453: ...Admin Guide Installing the FaxPress eCopy Connector FaxPress Administrator Guide 441 9 Confirm the default destination by clicking Next or select Browse to choose a new location 10 Click Finish...

Page 454: ...Admin Guide Installing the FaxPress eCopy Connector 442...

Page 455: ...e requires a dedicated FaxPress account for the Connector Either create a new FaxPress account or dedicate an existing one All sent faxes appear in the dedicated account s outgoing queue and are only...

Page 456: ...ation utility will allow you to select the FaxPress server to use 2 In the Display tab of the eCopy ShareScan OP Administration interface the Image and Label fields display the default fax icon and as...

Page 457: ...Guide 445 3 Select the Configure tab The Configure tab provides a number of configuration options The Connector can save one configuration or multiple configuration profiles If there are multiple FaxP...

Page 458: ...n to save the configuration profile Use the Default Cover Page field to specify a corporate cover page for the shared account Use the Phone Book View field to specify a phone book see Phone Book Integ...

Page 459: ...tab offers a choice between the following options Daily A new log file is created each day Unlimited File size The connector will always use the same log file no matter what the size is When the size...

Page 460: ...r Resides on the same networked PC as the eCopy ShareScan OP Services Manager and FaxPress eCopy Connector Control Panel Fax Forms Fax interfaces for users are available on either the copier scanner M...

Page 461: ...er or onto the scan bed 2 In the ShareScan OP interface select the Scan to FaxPress button Note The Settings and About buttons do not apply to the Connector 3 The conditional Authentication window app...

Page 462: ...scanned fax document Use the Next button to enter fax sender and recipient information and begin transmission Use the Scan More button to include additional pages or documents Use the Stop button to...

Page 463: ...ll by default display the FaxPress account name associated with the Connector In either case the default From field information can be modified To add recipient name company name and fax number inform...

Page 464: ...canners and MFPs 452 6 The Recipient Information interface allows you enter a recipient Name Company and Fax Number This information will appear on the fax cover page Only the fax number is required C...

Page 465: ...e Select View pull down menu to choose a phone book then use the To drop down list to select recipients The Connector s look ahead search feature allows you to enter only the first few letters of a re...

Page 466: ...you to exit the Connector interface and return to the initial ShareScan OP window shown in step 1 Selecting the New Document button allows you to send additional documents using the same sender and re...

Page 467: ...Admin Guide Sending Faxes From Copiers Scanners and MFPs FaxPress Administrator Guide 455...

Page 468: ...rs may also select which cover page to use and enter a short message to appear on the cover page An administration utility is provided to allow administrators to select which FaxPress server and user...

Page 469: ...i vidually in order to fax In this case check the Share this account for all users and specify a user name and password You can click Login to verify the information and connectivity with the server E...

Page 470: ...window will appear to allow you to either enter fax recipients directly or select them from an address book To enter recipients information directly select the Direct fax Number radio button and enter...

Page 471: ...to the Contacts and Phone Books on page 233 Each phonebook may have multiple views groups You can select the group by clicking the Phonebooks combo box and enter a text in the quick search field Only...

Page 472: ...FaxPress Administrator Guide Microsoft Terminal Server...

Page 473: ...of desktops Windows based terminals marketed by third party hardware vendors Existing 32 bit Windows desktop operating systems e g Vista XP Windows 95 98 Windows NT workstation older 16 bit Windows b...

Page 474: ...51 NT Server platform Citrix Standard and Non Standard Published Apps Captaris is compatible with Citrix Standard Published Applications Standard Published Applications include any Windows based 32 bi...

Page 475: ...axPress is operational i e can send and receive faxes Preparing the Windows Terminal Server Before installing the FaxPress client for Windows Terminal Server make sure you have set root drive mapping...

Page 476: ...on a Windows 2000 2003 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...

Page 477: ...in Guide Installing the FaxPress Client on Terminal Server 465 6 Click Next 7 In the Run Installation Program window install exe will appear in the Command line for installation program field Click Ne...

Page 478: ...ress Client on Terminal Server FaxPress Administrator Guide 466 8 In the Change User Option window select All users begin with common application settings then click Next 9 In the Welcome to FaxPress...

Page 479: ...t on Terminal Server 467 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 o...

Page 480: ...etter is the NT Terminal Server root directory Make sure the Captaris files are copied to the WinNT root drive only Do not copy the Captaris files to any other mapped directory Click Next 13 The Share...

Page 481: ...Terminal Server 469 14 In the Choose Folder window select FaxPress 15 The Personal Folders screen requires you to specify a location for your Personal Folders directory Click Next to select the defaul...

Page 482: ...rect for Terminal Server clients provides you the option of installing the FaxPress Outlook Direct email gateway Outlook Direct offers seamless fax email integration offering users the ability to send...

Page 483: ...bility to operate independently of an Exchange server making it ideal for smaller networks Outlook Direct is not the ideal choice however for a remote dial up or Virtual Private Network connection Not...

Page 484: ...9 When the After Installation screen appears indicating you ve returned to the Microsoft Add Remove Programs wizard click Next 20 When the Finish Admin Install window appears click Finish then reboot...

Page 485: ...blished application to support the FaxPress DCX print driver you ll need to modify the application string to support Fax DCX print driver Note Known issues exist with ASP and SAP Custom Databases and...

Page 486: ...ed 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...

Page 487: ...Admin Guide Installing the FaxPress Client on Terminal Server 475 3 In the mail Properties window click Show Profiles 4 Select the User Profile to edit then click Properties...

Page 488: ...FaxPress Client on Terminal Server FaxPress Administrator Guide 476 5 In the user s Properties window with the Services tab selected click Add 6 In the Add Services to Profile window select FaxPress E...

Page 489: ...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 pull down...

Page 490: ...an t log onto the server you will be notified only after you try to send a fax Use the Verify Login button to confirm login 8 This Login successful message will appear if the transport is able to conn...

Page 491: ...Server 479 10 From the user s mail Properties dialog box and select the Delivery tab Select FaxPress Exchange Direct from the list of information services then click the Up arrow to place it first in...

Page 492: ...lient on Terminal Server FaxPress Administrator Guide 480 12 From the Add Address List window select Contacts and click Add Click Close to save and exit 13 Contacts should now appear as an address lis...

Page 493: ...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 Installing on a Novell...

Page 494: ...the client setup the FaxPress must be able to successfully send and receive test faxes To assign the FaxPress Server an IP address follow these steps 1 On a Windows 95 98 Me NT 2000 2003 or Vista wor...

Page 495: ...the DCX Print Driver 2 From the Control Panel click on Add Remove Programs Select the FaxPress program and remove it from the program list 3 Go to Start Menu Find Files Or Folders and type in FaxPress...

Page 496: ...95 98 NT 2000 2003 and Vista For Windows environments FPCLIENT 16 For Windows 3 x FPCLIENT 32 For Windows 95 98 NT 2000 2003 and Vista 6 Locate and double click on rsetup exe to start the installation...

Page 497: ...FaxPress Administrator Guide Internet Faxing...

Page 498: ...therwise fax job will be put in Outgoing fax queue and fax it out based on the provided fax number in the incoming fax job If the fax number in the incoming fax job contains T 30 Sub Addressing e g 40...

Page 499: ...he local FaxPress s IP address is the default if no other IP address is specified which means that if the provided fax number cannot be found in the CIF table the fax job will be submitted to the loca...

Page 500: ...r sees an external number the FaxPress server will automatically use its phone lines to forward the fax to its final destination The routing table allows the FaxPress server to know when to use intern...

Page 501: ...s are filled in then faxes will be sent to the specified server if the number has the same country code AND the same area code AND the same fax number or fax number prefix Depending upon how you fill...

Page 502: ...1234 No other fax routing functions are performed If Allow this FaxPress to receive CIF jobs is disabled incoming CIF jobs will be discarded Configuring the FaxPress for CIF to a FaxPress Server When...

Page 503: ...lies Dialing Rules to Fax Number 0 Disable 1 Enable Add PBX 0 1 2 Adds PBX access code 0 Disable 1 Enable and put it in front of fax number 2 Enable and put it after the fax number Call Type 0 1 2 Add...

Page 504: ...FaxPress Administrator Guide Appendix...

Page 505: ...analog fax board contains the FCC Registration Number EBZUSA 34731 FB E and the Ringer Equivalence Number 0 77 The Ringer Equivalence Number REN is useful in determining the quantity of devices you m...

Page 506: ...tinuity are vi tal for safe operation Warning Use only the 3 wire 3 terminal power cord provided for the FaxPress units Warning To preclude the possibility of electrical shock do not ever remove the F...

Page 507: ...s unit The label on the analog fax board displays the Industry Canada Registration Number IC 885 10497 A The label on the T1 board displays the Industry Canada Registration Number IC 885 7969 A The Ca...

Page 508: ...rotection Act of 1991 makes it unlawful for any person to use a computer or other electronic device to send any message via a telephone fax machine unless such message clearly contains in a margin at...

Page 509: ...s quences Mesures de securit Tension Le FaxPress de Captaris fonctionne sur 90 250 volts et une source de cournant alternatif de 60 50 Hz Ne pas le connecter aucune autre source de courant Attention T...

Page 510: ...ordon d tachable 3 fils avec une prise trois becs afin de se connecter la source de courant Attention Utiliser seulement le cordon trois fils vendu avec l appareil Mise en garde Pour viter tout risque...

Page 511: ...ailable with Microsoft s Visual Basic that lets a programmer request access to a Microsoft Access database DAO contains the library files for Microsoft s Jet database engine which is used to access Mi...

Page 512: ...e following 1 Select the User DSN or System DSN tab Two columns a Name column and a Driver column are displayed 2 Check to see if the dbf driver is there Look through the list and make sure that the D...

Page 513: ...our 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 i...

Page 514: ...s NT authorization using the network login If the authen tication is by NT then the current user logged into the workstation is used for authentication and the UserID and password fields near the bott...

Page 515: ...l connection Connect to Phone books 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 da...

Page 516: ...tabases are stored in the C Castelle directory of the FaxPress s Embedded Windows operating system There is no need to access the server directory unless specifically directed by Captaris technical su...

Page 517: ...nday to Friday 6 a m to 5 p m PST excluding Captaris holidays Captaris s Customer Services Web Site Captaris s Customer Services Web site offers 24 7 and unlimited free access to useful product specif...

Page 518: ...on a per incident basis if the Standard Support Period has expired and you do not have Extended Support Pay Per Incident service is delivered on an incident basis which is a single support issue Plea...

Page 519: ...tion and or the Software that are made generally available by Captaris to its customers who are entitled to receive Support Services Updates means one 1 copy of minor Software patches that are made ge...

Page 520: ...PERFORM THE SUPPORT SERVICES WITH REASONABLE EFFORTS AND QUALIFIED PERSONNEL IN CONNECTION WITH THE SUPPORT SERVICES RENDERED AND THE COMPUTER SOFTWARE HARDWARE AND DOCUMENTATION PROVIDED BY Captaris...

Page 521: ...erms and Conditions is held by a court of competent jurisdiction to be unenforceable the offending provision will be deemed severed and the remaining provisions will remain in full force and effect If...

Page 522: ...vices We provide several enhanced support plans that are specially designed to meet your business needs and support requirements For more information visit the Captaris Technical Support page North Am...

Page 523: ...faxes converting 395 email 395 printing 395 saving 395 sending 395 sorting 395 viewing 394 viewing properties 395 area codes constructing complex fax numbers 102 120 ASP custom database 54 473 assign...

Page 524: ...er 157 supervisor 157 constructing complex phone numbers 100 118 converting faxes archived 395 Corporate Cover Page 322 cover page corporate 322 personal 322 templates 322 323 cover pages 322 CRC32 22...

Page 525: ...change users importing 178 external database phone books dialing rules 245 external database phonebooks accessing 240 external phone books creating views 241 fax confirmation 110 Fax fine conversion 1...

Page 526: ...ng 51 FaxPress Neighborhood folder 76 filtering archived faxe 395 archived received faxes 397 archived transmitted faxes 395 folders FaxPress Neighborhood 76 French safety advisory 497 importing Excha...

Page 527: ...network security 11 Non Standard Published Applications 50 462 Novell users creating users accounts 182 Single Sign On 182 ODBC data sources and drivers 340 ODBC drivers 248 operator privileges privi...

Page 528: ...non standard 50 462 pulse dial line settings 99 126 rack mounting safety considerations 495 Remote Installation 22 restoring the Premier 225 router privileges privilege levels router 157 routing auto...

Page 529: ...supervisor 157 system backup 222 system restore 225 templates cover page 322 323 Terminal Server and Add Remove Programs 52 464 install mode 52 464 terminals 49 461 Tone dial fax line settings 99 126...

Page 530: ...Admin Guide Index 8 server properites 132 Warranty 496 warranty 496 Web Services SDK 404 Windows based Terminals 461...

Page 531: ...2007 Captaris All Rights Reserved FaxPress Administrator Guide P N 61 1356 001...

Page 532: ...Admin Guide Index 10...

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