Captaris Captaris FaxPress, Supplementary Manual

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Admin Guide > Installing the Client on Windows Terminal Server
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For fax/email integration, the FaxPress Outlook Direct Transport must be added to the list
of available services for each user’s Mail profile, then configured with both the FaxPress
login and password information, and the user’s Outlook mailbox name.
Note: The transport cannot be configured while the mail client is running.
Always close the Outlook or Exchange client when modifying transport
information.
1. Launch a Terminal Server client. Open the Mail or Mail and Fax control panel.
(
Start>Settings>Control Panel> Mail
)
2. In the mail Properties window, click Show Profiles.
3. Select
the User Profile to edit, then click Properties.
4. In the user’s Properties window, with the Services tab selected, click Add
.
5. In the Add Services to Profile window, select FaxPress Exchange Direct, and
click OK
.
6. The Login tab of the FaxPress Transport Properties dialog box provides the
information required for the transport to log in to the user’s FaxPress account.
Select the FaxPress Server name or IP address from the pulldown menu. Enter
the user’s FaxPress User Name and Password, then click the Verify Login
button.
Note: Login is automatic and occurs when you open the mail client. If the
transport can’t log onto the server, you will be notified only after you try to send
a fax. Use the Verify Login button to confirm login.
7. A Login successful message will appear if the transport is able to connect to the
Faxpress server. Click OK.
8. Select the General tab, then enter the user’s Exchange or Outlook User Name.
Select FAX from the Email Type pulldown menu. Click OK, then exit.
9. From the user’s mail Properties dialog box, and select the Delivery tab. Select
FaxPress Exchange Direct from the list of information services, then click the
Up
arrow to place it first in the list.
10. Select the Addressing tab, then click Add. . .
11. From the Add Address List window, select Contacts and click Add
.
Click Close
to save and exit.
12. Contacts should now appear as an address list option. Click Apply
,
then OK to
exit.