Castelle FAXPRESS PREMIER Administrator'S Manual Download

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Admin Guide > Table of Contents

FaxPress Administrator Guide

Important Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Introducing the FaxPress Premier

FaxPress Plus

, the FaxPress Plus Server Client Software . . . . . . . . . . . 2

FaxPress Premier Hardware Features . . . . . . . . . . . . . . . . . . . . . . . . . 4

Electronic Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Printed Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Setting Up the FaxPress Premier

File Conversion Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Installing Applications for the File Conversion Service . . . . . . . . . . . . . . 9

FaxPress Premier Users and the File Conversion Service . . . . . . . . . . . . 9

Changing the FaxPress Premier Server’s IP Address . . . . . . . . . . . . . . . . .11

Changing the IP Address (Models with 4-key Keypad) . . . . . . . . . . . . 11

Changing the IP Address (Models with 5-key Keypad) . . . . . . . . . . . . 12

Changing the FaxPress Premier Serial Number to a Name. . . . . . . . . . . . .13
Powering on the FaxPress Premier Server . . . . . . . . . . . . . . . . . . . . . . . . .14

Powering on in a DHCP Environment . . . . . . . . . . . . . . . . . . . . . . . . 14

Powering on in a Static IP Environment . . . . . . . . . . . . . . . . . . . . . . 14

Setting Up the FaxPress Premier (Analog). . . . . . . . . . . . . . . . . . . . . . . . .15

FaxPress Premier Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Connecting the FaxPress Premier to the Network . . . . . . . . . . . . . . . . 15

Attaching the FaxPress Premier to your Fax Lines . . . . . . . . . . . . . . . . . . . . . . . 15

Setting Up the FaxPress Digital Premier . . . . . . . . . . . . . . . . . . . . . . . . . .16

FaxPress Premier Digital Requirements . . . . . . . . . . . . . . . . . . . . . . . 16

CSU/DSU Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

DNIS String Information Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

PBX Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

T1 Line Type and Configuration Parameters . . . . . . . . . . . . . . . . . . . 17

Fractional T1 Line Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Configuring the Premier Digital for a T1 with ISDN PRI Protocol . . . . . . 18

Configuring the Premier’s Board Settings for your T1 . . . . . . . . . . . . . 18

Configuring the Premier’s Fax Board for ISDN BRI Lines . . . . . . . . . . . 20

Connecting the Premier Digital to your Network . . . . . . . . . . . . . . . . . 21

Required Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Optional Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Rack Mounting or Shelf Mounting . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Important! The FaxPress Premier’s Local Administrator Account . . . . . 23

Summary of Contents for FAXPRESS PREMIER

Page 1: ...FaxPress Premier The Integrated Network Fax Server Administrator Guide R...

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Page 3: ...opyright 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 fr...

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Page 5: ...er 14 Powering on in a DHCP Environment 14 Powering on in a Static IP Environment 14 Setting Up the FaxPress Premier Analog 15 FaxPress Premier Requirements 15 Connecting the FaxPress Premier to the N...

Page 6: ...r 49 About Terminal Server and Citrix MetaFrame 49 About Microsoft Windows Terminal Server 49 About Citrix MetaFrame 49 Citrix Published Applications 49 Citrix Standard and Non Standard Published Apps...

Page 7: ...figuring the FaxPress Premier 90 Configuring the User Properties Mailbox IDs 94 Determining the Number of Mailbox ID Digits 95 DTMF Automatic Fax Routing 98 Configuring the Administrator Account 99 Co...

Page 8: ...User Account Properties 157 Setting Outgoing Fax Properties 159 Setting Incoming Fax Properties 161 Setting Printer Configuration Properties 162 Setting the Archive Properties 164 Setting the Email O...

Page 9: ...n 209 Configuring Fax Approval 210 Define Approval Requirements 210 Select Approvers 211 Approve Faxes 213 Configuring Fax Lines 215 Configuring the Incoming Outgoing Deny List 218 Defining Bill Back...

Page 10: ...essing an External ODBC Database Phone Book 251 Create Phone Book Views 252 Creating Table Joins 257 Building Fax Numbers 258 Making Views Visible 259 Alert Service Module 260 Configuring the Alert Se...

Page 11: ...stomizing the Outgoing Fax Imprint Header 293 Adding a Date and Time Stamp to an Incoming Fax 296 Customizing the Incoming Fax Imprint Header 298 Modifying Font Style and Size with the Header cfg File...

Page 12: ...aching a Data Source 358 Inserting Merge Fields 361 Faxing the Merged Documents 362 Using FaxMerge with Microsoft Word Office 2000 XP and 2003 364 Creating a Data Source 364 Using FaxMerge and the Mai...

Page 13: ...mier Xerox Interface Configuration Utility 418 Using the Xerox Interface Configuration Wizard 418 Creating the Fax Repository Folder 429 Setting up the Fax Server Kit on Your Xerox System 430 Installi...

Page 14: ...oup Selecting External Phone Book Group 487 Selecting Recipients Form an External Phone Book Group 489 Cover Page 491 FaxPress Authenticated Service 492 Sharp OSA Connector 493 Setting the default pho...

Page 15: ...e 556 FCC Part 15 Warning 556 FCC Part 68 Information 556 Japan Telecommunication Compliance 556 Rights of the Telephone Company 556 Electrical Safety Advisory 557 Safety Warning Messages 557 Rack Mou...

Page 16: ...Tools 589 Upgrade Kit Contents 589 FaxPress Support Agreement 606 Hardware Warranty 606 Software Support 606 Technical Support 606 Castelle s Customer Services Web Site 606 Hardware Warranty 606 Soft...

Page 17: ...FaxPress Premier Administrator Guide Introducing the FaxPress Premier...

Page 18: ...eCopy Ricoh and Sharp to name just a few As a dedicated network fax servers the FaxPress Premier provides client workstations with access to incoming and outgoing faxes phonebooks transaction logs an...

Page 19: ...software module compiles the FaxPress Premier s fax transaction logs and can generate a variety of graphical re ports for system and individual user Email Integration The FaxPress Premier s Embedded E...

Page 20: ...Available from any networked workstation with a web browser the FaxPress Plus Web Client Printer enables users to fax without the need to launch or install the FaxPress Plus Windows client Fax destina...

Page 21: ...rt 1 Serial Ports 1 USB Port 1 Power Supply 100VAC to 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...

Page 22: ...e printed copies of FaxPress Premier documentation follow these steps 1 Use your web browser to navigate to Castelle s Documentation page http www castelle com support documentation guides 2 From the...

Page 23: ...l 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 the FaxPress Plus software you are using...

Page 24: ...FaxPress Premier Administrator Guide Setting Up the FaxPress Premier...

Page 25: ...plications to support file con version 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 ont...

Page 26: ...conversion errors may occur Users should NOT submit non convertible source files i e exe bin etc to the FaxPress Premier server Instead of generating garbage fax output FaxPress Premier will reject th...

Page 27: ...n utility The FaxPress Plus client software must be installed See Using the System Information Functions on page 272for details Changing the IP Address Using the LCD Window Models with 4 key Keypad To...

Page 28: ...Enter to confirm the digit and to move the cursor to the right and the next digit 5 Press Enter twice to confirm IP ADDRESS 6 The LCD screen will display ACCEPT ESC Oth and the IP ADDRESS you entered...

Page 29: ...indow on the front of the unit You may decide to give the FaxPress Premier a name rather than us ing the default serial number to more easily identify the FaxPress Premier on the network The FaxPress...

Page 30: ...DHCP enabled Powered on in a DHCP environment the Premier 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 Fa...

Page 31: ...r 4 Plug the power cable into a power source 5 Power on the FaxPress Premier See Powering on the FaxPress Premier Server on page 14 6 By default the FaxPress Premier is DHCP enabled Powered on in a DH...

Page 32: ...CSU DSU or PBX that you know your T1 line type and configuration parameters in case the Premier s default settings require modifying DNIS string information passed by your T1 line PBX programming if...

Page 33: ...onfiguration Parameters T1 lines in US domestic areas are typically one of two types T1 CAS and T1 ISDN PRI ISDN The T1 CAS has 24 fax channels the T1 ISDN has 23 fax channels T1 line types protocols...

Page 34: ...at the same time the T1 carrier s central office switch must be configured to accept calls where the CalledNumberType value is Unknown rather than International or National Most T1 carriers and lines...

Page 35: ...ive Tools Services 5 Stop all Castelle services 6 Stop the GammaLink System service 7 Stop the Dialogic System Service 8 Use Windows Explorer to browse to the C Program Files Dialogic Data direc tory...

Page 36: ...Press Premier 24 Click OK to exit Auto Detect 25 Back in the Dialogic GDK Configurator window click the Import Predefined Con fig button 26 Select the prf file that specifically matches your T1 line t...

Page 37: ...iguration DCM and disable the board or boards without a line or lines attached 7 Run Configure GDK auto detect lines channels make sure the number of chan nels is correct and then exit the Configure G...

Page 38: ...for production faxing or use the Web Client any applications used fre quently by your users such as the Microsoft Office suite will need to be installed See Installing Applications for the File Conve...

Page 39: ...units that use the Dialogic Diva V Analog 8P boards to connect to analog phone lines The number of adapters will depend on the number of lines of the unit Four adapters are included for the 8 line uni...

Page 40: ...more information on the FaxPress Premier Conversion Service see File Conversion Service on page 9 Network Security Installing Antivirus Software Running Windows server 2003 SAK 3 0 the FaxPress Premie...

Page 41: ...d for changes in performance after adding the antivirus software Changes in performance as the result of running antivirus software on the FaxPress Premier include the following CPU Utilization jumps...

Page 42: ...a new version of either the FaxPress or FaxPress Premier client software be sure to uninstall any existing version of the FaxPress or FaxPress Premier client software Backward Compatibility with Earl...

Page 43: ...rkstation with Remote 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 FaxP...

Page 44: ...FaxPress Premier Administrator Guide Installing the FaxPress Plus Client...

Page 45: ...n 2 The installation configuration procedure is performed to configure the remote in stallation for silent running This is the same installation configuration process per formed for a stand alone clie...

Page 46: ...h determines the location for your remote cli ent installation Click Browse to specify one 4 Choose either a network path or a shared directory for the remote client installa tion Make sure that all y...

Page 47: ...n Guide Creating a Remote Installation FaxPress Premier Administrator Guide 31 5 Click Next 6 This information window informs you of the requirements for the second part of the remote installation pro...

Page 48: ...Guide Creating a Remote Installation 32 7 Next follow the Administrator client installation step on page 44 through step on page 47 At the end be sure to select Yes I want to reboot the user s work st...

Page 49: ...e Programs dialog 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...

Page 50: ...an 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 Organizational unit...

Page 51: ...nistrator Guide 35 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 Manag...

Page 52: ...0 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 Published MSI in...

Page 53: ...Policy Object 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...

Page 54: ...box and again on the Properties dia log box for this new package 10 MSI installation is ready for deployment User workstations will deploy based on whether an Assigned or Published MSI installation w...

Page 55: ...e gpupdate force on Windows XP 2003 or secedit refresh policy on Windows 2000 and restart the system 11 As the system restarts the previous installation of the MSI package will be re moved and the new...

Page 56: ...inistrator client the FaxPress Plus User client Both the Administrator client and the User client provide the same FaxPress Plus interface but the Administrator client also includes two additional adm...

Page 57: ...B or more of RAM 50MB free hard disk space 10 100 BaseT Network Connection Additionally please confirm the FaxPress Plus client for Administrators is installed on a workstation running the same networ...

Page 58: ...Admin Guide Installing the FaxPress Plus Administrator Client 42 4 The Welcome screen requires you to click Next...

Page 59: ...g the FaxPress Plus Administrator Client FaxPress Premier Administrator Guide 43 5 Select the Administrator Installation button 6 To install the Administrator Client click Install FaxPress Plus Client...

Page 60: ...he FaxPress Plus Administrator Client 44 7 The Destination Path screen requires you to approve the default installation di rectory or Browse to a new one Press Next once the default installation direc...

Page 61: ...tory 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...

Page 62: ...Admin Guide Installing the FaxPress Plus Administrator Client 46 9 Select Program Folder screen displays the default program folder for the client files Click Next...

Page 63: ...Yes If your ver sion of Crystal Report is not compatible with the FaxPress Plus version click No If Crystal Report is not installed click Yes to install and use FaxPress Plus Fax Re port 11 To use Fa...

Page 64: ...Admin Guide Installing the FaxPress Plus Administrator Client 48...

Page 65: ...hts assigned 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 t...

Page 66: ...tandard 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 67: ...Terminal Server Edition Windows 2000 Server Terminal Services Before installing the FaxPress client for Terminal Server please confirm you are at minimum using FaxPress version 6 3 Service Pack 2 rev...

Page 68: ...from the Windows Add Remove Programs Control Panel Installing the FaxPress client from Add Remove Programs in the Control Panel auto matically puts the Terminal Server in install mode In fact if you...

Page 69: ...Folders screen requires you to specify a location for your Personal Folders directory Click Next to select the default location or Browse to select a different one 16 Use the Language screen to selec...

Page 70: ...Setting up the FaxPress Client and DCX Print Driver for Published Applications For attached files to be converted to faxable format and transmitted through the Fax Press you must configure the DCX Pri...

Page 71: ...he application name For instance to publish Adobe Acrobat Reader you will start with the application command line C Program Files Microsoft Office Office WinWord exe Note Citrix will have put quotes a...

Page 72: ...s the in formation 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 Pass...

Page 73: ...tion with the FaxPress Client for Ad ministrators installed launch the FaxPress Configurator for IPX SPX Start Programs FaxPress Administration Tools FP Configurator for IPX SPX 2 In the FaxPress Conf...

Page 74: ...t be operational Contact your administrator to make sure a FaxPress Plus server is operational and present on your network segment Before installing the FaxPress Plus user client please confirm the cl...

Page 75: ...Administrator Guide 59 3 If you are re installing the FaxPress Plus software the FaxPress Plus Setup will re quire you to uninstall the existing FaxPress Plus client Or you can choose to install a Fax...

Page 76: ...Admin Guide Installing the FaxPress Plus User Client 60 4 The Welcome screen requires you to click Next...

Page 77: ...ng the FaxPress Plus User Client FaxPress Premier Administrator Guide 61 5 Select User Installation 6 In the Destination Path screen click Next to approve the default installation directory or Browse...

Page 78: ...ax related files and documents Click Next to use the default local drive loca tion or click Browse to specify a network drive to share the folder with other us ers After you ve installed the client yo...

Page 79: ...e Installing the FaxPress Plus User Client FaxPress Premier Administrator Guide 63 8 The Select Program Folder screen displays the default program folder for the cli ent files Click Next or select a n...

Page 80: ...f Crystal Report is not compatible with the FaxPress Plus version click No If Crystal Report is not installed click Yes to install and use FaxPress Plus Fax Re port 10 To use FaxPress Plus client imme...

Page 81: ...Admin Guide Installing the FaxPress Plus User Client FaxPress Premier Administrator Guide 65...

Page 82: ...ess Plus 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 recipients For FaxP...

Page 83: ...you re running a fresh install of the FaxPress Plus client the uninstall screens will not appear To uninstall the FaxPress Plus client using the Castelle FaxPress Premier Setup CD follow these steps 1...

Page 84: ...n you require There are two FaxPress Plus client uninstallation options a partial and a complete The partial uninstallation removes the client files but retains all Personal Folders contents user sett...

Page 85: ...Admin Guide Uninstalling the FaxPress Plus Client FaxPress Premier Administrator Guide 69...

Page 86: ...FaxPress Premier Administrator Guide FaxPress Plus An Introduction...

Page 87: ...tor operator or router privileges forwards them to the fax recipient See Automatic Routing and PBX Integration on page 89 for more information on automatic routing This folder can be configured just l...

Page 88: ...ailbox 72 Saved Faxes The Saved Faxes folder contains the Administrator mailbox s saved incoming faxes if the Save incoming fax option is enables in the User Properties See Setting Incoming Fax Proper...

Page 89: ...t software and associated FaxPress Premier Email Gateways to function To use the FaxPress Plus utility to access Castelle s Activation Key request page and obtain your Software Activation Key follow t...

Page 90: ...uation option Note The Software Activation Key may also be obtained at any time by going directly to the Activation Key Request page on the Castelle web site The 16 digit Software Activation Key code...

Page 91: ...ce on page 305 for more information Examples of a few FaxPress Plus functions include Sending and receiving faxes Adding and deleting users Configuring FaxPress Premier server and user properties Star...

Page 92: ...Admin Guide FaxPress Plus Introduction 76 Expanding the FaxPress Plus window vertically will relocate the icons vertically...

Page 93: ...ore 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 Premier Neigh borh...

Page 94: ...If you are on a Novell network all FaxPress Premier servers are displayed rather than just those FaxPress Premier servers on the same TCP IP segment The Administration view provides access to Premier...

Page 95: ...lient To start FaxPress Plus the FaxPress Plus client follow these steps 1 Log in as Administrator or as a user assigned Administrator rights by going to Start Programs FaxPress Plus FaxPress Plus on...

Page 96: ...our 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 the Software Activation Key fol...

Page 97: ...axPress Premier Servers Once you ve started FaxPress Plus and logged into one FaxPress Premier server the other FaxPress Premier servers on the network are easily accessed two different ways 1 From th...

Page 98: ...n 82 2 From any of the folder views you can use the FaxPress Premier server icon to se lect and log in to any of the FaxPress Premier servers on the network Once logged in you can use the server icon...

Page 99: ...Admin Guide FaxPress Plus Introduction FaxPress Premier Administrator Guide 83...

Page 100: ...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 displays all the FaxPress P...

Page 101: ...ovell network 3 In the Host Editor window use the Host Name field to enter a name for the re mote FaxPress Premier server you want to add In the Host Type field select the FaxPress Plus Server radio b...

Page 102: ...ess Premier servers The new server will be displayed in the server list in the left panel with an asterisk be fore its name designating this server as a user defined server 5 Click OK to return to Fax...

Page 103: ...FaxPress Premier Administrator Guide Configuring the FaxPress Premier...

Page 104: ...Keep 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 Castell...

Page 105: ...08 852708199 while it is being routed through the central office or PBX system Since the Fax Press Premier only requires the last three or four digits to identify the recipient any un necessary digits...

Page 106: ...pass the DTMF tones to the FaxPress Premier you may be required to make some program changes to your PBX The majority of PBXs are able to make cus tom program settings to integrate with a variety of...

Page 107: ...the context menu 2 Click on the Line Settings tab For Routing Type make sure the PBX DID radio button is selected See DTMF Automatic Fax Routing on page 98 for more information regarding DTMF routing...

Page 108: ...comma after the PBX digits 3 Select the Dialing Properties tab The information here is required for PBX out bound integration but is not specifically required for automatic inbound routing If your PB...

Page 109: ...ID s 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 PB...

Page 110: ...runk or PBX is passing to the FaxPress Premier To configure the User Properties with Mailbox IDs follow these steps 1 Open FaxPress Plus and log into a server with Administrator privileges 2 Expand th...

Page 111: ...box ID Digits If you re not sure how many digits your T1 line DID trunk line or PBX is passing to the Premier and have not been able to acquire this information from your telephone company use the To...

Page 112: ...ess Premier Use any fax number in the range of num bers reserved for the Premier s fax channels 5 Open the Unaddressed mailbox to confirm the test fax has been received All incoming faxes will automat...

Page 113: ...strator Guide 97 6 Next use Windows Explorer to browse to the Premier s C Castelle Data di rectory Use either Remote Desktop or a local mouse keyboard and monitor at tached to the Premier to log in Se...

Page 114: ...call Fax senders must know your Premier mailbox ID in order to use DTMF dialing Faxes not specifically addressed with DTMF dialing are automatically routed to the Unaddressed mail box where they must...

Page 115: ...il automatic routing is con figured see Automatic Routing and PBX Integration on page 89 all incoming faxes will be stored in the Unaddressed mailbox To configure the Administrator account follow thes...

Page 116: ...Admin Guide Configuring the Administrator Account 100 3 Click the Set Password button to open the Change Password screen and set a new password...

Page 117: ...Admin Guide Configuring the Administrator Account FaxPress Premier Administrator Guide 101 Note For details on configuring Premier accounts refer to...

Page 118: ...usy 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 for customers who only want to...

Page 119: ...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 setting up a send...

Page 120: ...igure Note For more detailed information on logging into FaxPress Plus see FaxPress Plus Introduction on page 75 3 If the FaxPress Plus Login window appears enter the Administrator in the User Name fi...

Page 121: ...erver Properties window will appear with the Server Settings tab selected Use the Server field to rename the FaxPress Premier from the default serial number displayed on the Premier s LCD panel The gr...

Page 122: ...e each fax line whether or not the line is in use Fax line settings can also be configured through FaxPress Plus s Fax Lines folder under the Administration branch FaxPress Premier Analog Line Setting...

Page 123: ...chine during the negotiation 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 head...

Page 124: ...o 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 thro...

Page 125: ...er 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 preamble The number of di...

Page 126: ...maxi mum 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 long distance or international preambles or area c...

Page 127: ...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 you are dialing specific exchanges To sp...

Page 128: ...ax numbers to activate the dialing rules you ve just defined 9 Select the Email tab The Email settings allow the FaxPress Premier to send fax messages to email recipients as well as fax recipients In...

Page 129: ...You can also see the Incoming Fax Queue from the Mailbox folder view 2 After using the Administrator account to confirm the test fax was a success see to create and configure new FaxPress Premier acc...

Page 130: ...To use the drag drop Routing Tool follow these steps 1 In FaxPress Plus with the Unaddressed Faxes folder selected go to Fax Routing Tool 2 Enter a Notification Message then drag the fax from the Unad...

Page 131: ...or Guide 115 3 The Notification 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 in the FaxPress...

Page 132: ...xPress Premier 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 password t...

Page 133: ...Admin Guide Sending a Test Fax FaxPress Premier Administrator Guide 117 4 The Other button opens the Other Recipients window Click the User button...

Page 134: ...ess 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 additional informa t...

Page 135: ...utgoing fax jobs cannot be cancelled once sent Next see Receiving a Test Fax on page 113 to confirm the FaxPress Premier is op erational Fax Confirmation The FaxPress Premier automatically provides an...

Page 136: ...nterface see Sending Faxes in the FaxPress Premier User Guide About the Outgoing Fax Queue and Fax Status The FaxPress Premier s Outgoing Fax Queue includes the Personal Faxes Only folder displaying f...

Page 137: ...es access to a number of options The fax may be viewed printed saved resent deleted held sequenced emailed approved if await ing approval or faxed immediately Selecting the Properties option provides...

Page 138: ...Admin Guide Sending a Test Fax 122 For additional detailed information on the Outgoing Fax Queue context menu options see Outgoing Fax Queue in the FaxPress Premier User Guide...

Page 139: ...FaxPress Premier Administrator Guide Setting the FaxPress Premier Server Properties...

Page 140: ...hat 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 w...

Page 141: ...n on page 89 for more detailed information The Enable Single Sign On function is part of enabling FaxPress Premier support for both Microsoft and Novell Single Sign On By default this option is enable...

Page 142: ...ss or FaxPress Premier server The recipient FaxPress or FaxPress Premier 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...

Page 143: ...he Country 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 p...

Page 144: ...ord Before or After Premier 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 de fined for all phone numb...

Page 145: ...ts 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 w...

Page 146: ...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 147: ...ree or four digits depending on how many digits the phone com pany or your PBX is passing to the FaxPress Premier The DID PBX settings are only one aspect of configuring the Premier for DID PBX integr...

Page 148: ...PBX Analog 132 In the Incoming Faxes section the Administrator and Unaddressed radio buttons al low you to specify a default destination for misaddressed incoming faxes or incoming faxes without a va...

Page 149: ...fax messages 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 a...

Page 150: ...e to go through and configure each fax line whether or not the line is in use Fax line settings can also be configured through FaxPress Plus s Fax Lines folder under the Administration branch Fax Line...

Page 151: ...ter the prefix your PBX system requires for accessing an outside phone line Up to five digits are allowed This is not required if the FaxPress is not connected to a PBX system FaxPress automatically i...

Page 152: ...the following sections to properly format the CID and CSID configuration files for prop er routing operation Note The following configuration files are located on the FaxPress Plus server You either...

Page 153: ...Admin Guide Line Settings FaxPress Premier Administrator Guide 137 If you are configuring the configuration file manually you must reboot the server for the changes to take effect...

Page 154: ...ne Primary server A Primary server however can be configured for use with multiple Secondary servers In a mixed environment of both FaxPress and FaxPress Premier servers the FaxPress Pre mier must alw...

Page 155: ...r Guide 139 Note Load sharing between FaxPress Premier servers and FaxPress servers semi secondary allows outbound load sharing only To configure the FaxPress Premier to be a Primary server select the...

Page 156: ...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 enter ing extensions To conf...

Page 157: ...all incoming faxes are sent for manual routing or leave the line UNADDRESSED which allows users with Operator Router or Administrator privileges to route faxes from the unaddressed mailbox to any oth...

Page 158: ...Admin Guide Routing Type Digital FaxPress Plus Servers 142...

Page 159: ...r Administrator Guide 143 Server Information The Server Information tab displays the FaxPress Plus Server Name Serial Num ber Network IP Address and Number of Channels To change the FaxPress Premier s...

Page 160: ...provided for backward compatibility with FaxPress servers and are not editable in Premier The Date Format section allows you to select the date format you want the Premier to use for all date listing...

Page 161: ...r Server Information User Authentication Novell only Configuration required Two of the FaxPress Premier s Server Properties the Line Settings and the Dialing Properties require configuration immediate...

Page 162: ...click on the serial number or name of the FaxPress Premier and select Login as 3 Enter Administrator in the User Name field and leave the Password field blank unless you ve already set an Administrato...

Page 163: ...come very 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 Premier to...

Page 164: ...Use the Delete Notices older than option to have the Premier purge outdated notices Enter the number of days notices will be stored before being deleted Use the Delete Transaction Logs older than opti...

Page 165: ...Admin Guide Storage Reclamation FaxPress Premier Administrator Guide 149...

Page 166: ...Novell System Administrator documentation In the How Should FaxPress authenticate users section use the radio buttons and fields to specify the method for users to access FaxPress Premier This will d...

Page 167: ...have access to all available FaxPress servers 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 n...

Page 168: ...radio button for this New Accounts or Existing Accounts op tion 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 Premier d...

Page 169: ...FaxPress Premier Administrator Guide Creating User and Group Accounts...

Page 170: ...the individual Premier user s client work station To access and configure the User Properties follow these steps 1 Open FaxPress Plus Start Programs FaxPress Plus FaxPress Plus 2 Log in as Administra...

Page 171: ...Properties FaxPress Premier Administrator Guide 155 8 The User Properties opened by right clicking on a user and selecting Proper ties contains the same settings as the Add User screen except for the...

Page 172: ...Configuring the User Properties 156 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 the User Proper...

Page 173: ...Admin Guide Configuring the User Properties FaxPress Premier Administrator Guide 157 Setting the User Account Properties The User Account tab contains the most basic Premier account settings...

Page 174: ...ifferent op erating privilege levels A user s privilege level determines access to faxes and FaxPress Premier functions There are four privilege levels User Can send list hold view print save discard...

Page 175: ...ings Optional Check to allow the user to modify their own Premier 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 De...

Page 176: ...is set to earlier than the current time faxes will be sent immedi ately After Sending Fax section Do not print This is the default value Nothing will be printed following a fax transmis sion Print con...

Page 177: ...setting to allow the user 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 time...

Page 178: ...d to the user s mail box Forward to FaxPress user Select to have all personal incoming faxes automatically forwarded to another Premier user Forward to Remote Fax Email Select and enter a fax number t...

Page 179: ...e parameters The Queue button contains information the Premier uses to send print jobs to an NT sharable printer NT HOST Name Enter the name of the printer s host computer Printer Sharable Name Enter...

Page 180: ...y section The Printer Type section includes a variety of options Use the Other PCL option for HP printers that use PCL format e g HP series 2 models Use the Postscript option for printers that use pos...

Page 181: ...ath or select Browse to find the da tabase 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 Co...

Page 182: ...l 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 options are TIF DCX o...

Page 183: ...he different folder views 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 Premier group...

Page 184: ...hive Settings Location of Premier Archive database Email Other Email integration settings as well as default cover page and attachment format preferences About Privilege Levels User accounts are based...

Page 185: ...is different See Setting User Passwords Important on page 193 or Novell Single Sign On on page 194 in this section for more information To assign a user a password other than the blank password automa...

Page 186: ...le 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 Account tab of the U...

Page 187: ...ssword field blank 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 a...

Page 188: ...you create FaxPress Enterprise users from existing Active Directory Microsoft Exchange or Novell network database groups the FaxPress Enterprise login process can be integrat ed with your network logi...

Page 189: ...ressed and Administrator will appear in the Users Groups Users folder the first time you log into FaxPress Plus as Admin istrator and expand the Administration folder The Guest account is by default c...

Page 190: ...ac counts 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 acc...

Page 191: ...other new users on 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...

Page 192: ...Admin Guide Manually Creating Users 176...

Page 193: ...FaxPress Premier Administrator Guide Importing and Mapping Users...

Page 194: ...ion 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 migra t...

Page 195: ...n is very similar to the procedure for the Migrate from FaxPress option Options specific to the Migrate from FaxPress Premier procedure are indicated 4 Select the source server you want to import from...

Page 196: ...with the Migration Wizard 180 5 The Select Option window lets you select items to import from the source Fax Press In this example user data corporate phone book and archived faxes from the source se...

Page 197: ...step 9 To use the same Archive database select the type of da tabase Access or SQL in the Source DB tab and enter the password for the database 7 Click the Advanced button The Advanced button requires...

Page 198: ...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 dif ferent Arch...

Page 199: ...n Wizard FaxPress Premier Administrator Guide 183 10 In the Source Folder tab browse to the directory for the database you are im porting the archive from then enter the name and password of the admin...

Page 200: ...e information If you ve confirmed that the default field type values have been modified see Checking FaxPress and FaxPress Premier Field Types on page 178 for info use the Advanced screen s pull down...

Page 201: ...with the Migration Wizard FaxPress Premier Administrator Guide 185 14 The Select User window requires you to click either the All Users option as shown or click Selected Users then select individual...

Page 202: ...tion FaxPress Premier The Select User Option screen allows you to specify whether or not to overwrite the existing user accounts on the destination FaxPress Premier with user account data from the sou...

Page 203: ...mailbox IDs of the us ers imported from the source FaxPress Premier to the same users on the destina tion FaxPress Premier Replicate personal cover page Selecting this option will copy the personal c...

Page 204: ...n Wizard 188 click Back or click Next to begin importing users 18 The Finish window opens when the process is complete If there are any errors during the migration process they will be displayed as sh...

Page 205: ...rs with the Migration Wizard FaxPress Premier Administrator Guide 189 19 Log on to the destination FaxPress Premier server and check the Properties of the imported users to make sure the users have be...

Page 206: ...g registered Exchange user ac counts follow these steps 1 Go to Start Programs FaxPress Administration Tools Import Mi crosoft Exchange Users 2 In the Register FaxPress Users window log in to the desi...

Page 207: ...Admin Guide Importing Microsoft Exchange Users FaxPress Premier Administrator Guide 191 OK...

Page 208: ...n the user switches applications during that particular session When FaxPress Premier users are created individually one at a time the user s password is maintained separately from the network passwor...

Page 209: ...password will not appear in any client or user interface This means users will not initially know their Premier passwords and so will not be able to log into the Web Interface or log into their accou...

Page 210: ...tionally create one or more FaxPress Premier user account template s 4 Let users login Their FaxPress Premier accounts and mailboxes will be automati cally created the first time they login Note Some...

Page 211: ...box in the User Authentication screen The standard settings of automatically created user accounts can be customized at any time See Creating User Accounts on page 168for more information Login When a...

Page 212: ...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 designated FaxPress m...

Page 213: ...n break the association 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 r...

Page 214: ...from the FaxPress Plus server if those users are first deleted as individual users from Active Directory User Mapping and the Email Gateway Service After importing Active Directory users to FaxPress P...

Page 215: ...Admin Guide Using the Active Directory Synchronizer FaxPress Premier Administrator Guide 199 3 In the General screen enter the required information as described below and click Next...

Page 216: ...unning indicated by the Started in the Embedded Services folder in FaxPress Plus this option will allows you to specify when the Synchronizer should update Premier user informa tion with information f...

Page 217: ...n stored in a subdirectory of the Active Directory folder on the Premier 4 The Profiles window provides three options Select a Profile From the Follow ing List available only if a profile has already...

Page 218: ...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 sec tion and will be available to any FaxPress Premier Pro...

Page 219: ...Directory users and 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 Premier D...

Page 220: ...nges to the Active Directory accounts The Edit Condition button can be used for example to specify what might happen to a FaxPress Premier User s account when the Active Directory account expires as s...

Page 221: ...tomize the assigned password as described in Setting User Passwords Important on page 193 The Set FaxPress user password to option allows you to assign one default password for all FaxPress Premier u...

Page 222: ...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 running initially R...

Page 223: ...Premier user information manually by using the Synchronize Now button described in step on page 206 11 Finally expand the Users Groups branch of FaxPress Plus to confirm the new users and groups have...

Page 224: ...Admin Guide Using the Active Directory Synchronizer 208...

Page 225: ...FaxPress Premier Administrator Guide FaxPress Plus Administration...

Page 226: ...view the rasterized fax image and then decide if they approve of the appearance and content be fore sending the fax Fax Approval allows you to stipulate outgoing fax approval criteria for each FaxPres...

Page 227: ...sent by these users must be ap proved prior to transmission International Only international faxes sent by these users must be approved prior to trans mission No Approval No approval is required prior...

Page 228: ...e new screen Approvers is displayed The left panel displays all the available users with Administrator and Operator privileges Select any or all of these users by double click them or highlighting one...

Page 229: ...rior to sending the fax that the fax will require approval prior to transmittal To approve faxes follow these steps 1 Login to FaxPress Plus with Administrator or operator privileges 2 Expand your Mai...

Page 230: ...Admin Guide Configuring Fax Approval 214 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 231: ...or 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 Premier server will be displayed...

Page 232: ...Lines 216 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 Set tings on page 134 for detailed...

Page 233: ...Admin Guide Configuring Fax Lines FaxPress Premier Administrator Guide 217...

Page 234: ...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 235: ...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 country s...

Page 236: ...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 tha...

Page 237: ...ate a 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 t...

Page 238: ...file 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 B...

Page 239: ...Premier 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 ser vices to be recorded retrieved or sent to Ca...

Page 240: ...e FaxPress Premier Software on page 73 for more information Approval The Approval folder allows you to define fax approval requirements for individual users and grant approver status to specific FaxPr...

Page 241: ...can be either native or external phonebooks Only the Fax Press Premier Administrator or a user with Operator privilege can edit the corporate phone book Refer to Contacts and Phone Books on page 244 F...

Page 242: ...t 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 Pre mier users with Administrator privilege can...

Page 243: ...ansaction 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 ran...

Page 244: ...gs 228 For received transactions To Fax recipient RTI Remote Terminal Identity Line FaxPress line number on which the fax was received Status Choose from Succeeded or Failed faxes For transmitted tran...

Page 245: ...nu Choose Properties to display the Transaction Logs Property dialog box This window provides fax details status date received RTI Remote Terminal ID num ber of pages transmission time resolution comp...

Page 246: ...d Logs or Transmitted Logs branch in the FaxPress Plus tree 2 Choose the Print option and select a printer FaxPress Network or Local printer driver 3 Define the date range and filters for this log to...

Page 247: ...opies of all incoming 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 copy...

Page 248: ...Admin Guide Using the Carbon Copy Feature 232...

Page 249: ...FaxPress Premier Administrator Guide Backup Restore...

Page 250: ...iguration 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 returned to eithe...

Page 251: ...Admin Guide Backup Restore FaxPress Premier Administrator Guide 235 4 The Backup Service window contains the Configuration tab...

Page 252: ...kup images can be kept In the Supervisor field enter an account with supervisor privileges or the Supervisor ac count name itself along with the Supervisor Password Be sure to Confirm the Supervisor p...

Page 253: ...with the backup information The target Premier is always the one running the Restore util ity Note The Restore utility will overwrite any existing settings on the target Premier server To enable the F...

Page 254: ...hen take the following steps 1 When you reach the Select Mode window shown above select the Restore from FaxPress Plus Backup option then click Next The Select Backup Image win dow opens Browse to and...

Page 255: ...elect the Restore Everything option and click Next 3 The Report window opens Click the checkbox for the Email Restore Report op tion if you want the FaxPress server administrator to get an email repor...

Page 256: ...n Guide Backup Restore 240 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 257: ...Admin Guide Backup Restore FaxPress Premier Administrator Guide 241 5 A message box appears with tips and procedures you need to follow as part of the restore process...

Page 258: ...and procedures as necessary then click Yes to begin the restore process A progress message box appears The target FaxPress Plus server system will reboot when the restore is complete Follow the instr...

Page 259: ...FaxPress Premier Administrator Guide Contacts Phone Books...

Page 260: ...can be con figured by users with Administrator or operator privileges The proprietary FaxPress Phone Books is actually one phone book with different groups within it The ALL group contains all the ot...

Page 261: ...oup To create a new phone book group follow these steps 1 Log into your FaxPress Premier server with Administrator privileges and select the Administration folder view 2 Expand the Corporate Phone Boo...

Page 262: ...e 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 members to the gr...

Page 263: ...import members continue 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 Delimi...

Page 264: ...ur Fax Press 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 The link is sho...

Page 265: ...ce number Comment or Group 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 n...

Page 266: ...Admin Guide Contacts and Phone Books 250 3 Select Export from the context menu 4 The SaveAs dialog box will be displayed...

Page 267: ...access an external ODBC database and use it as your phone book follow these steps 1 Open FaxPress Plus 2 Expand the Administration branch and click on Corporate Phone Books 3 Right click on External D...

Page 268: ...rver such as Microsoft SQL server select an existing or create a new connection string This is done by clicking the select button The local ODBC user interface comes up to allow you to select the ODBC...

Page 269: ...Admin Guide Contacts and Phone Books FaxPress Premier Administrator Guide 253 The Database Phone Book dialog box will be displayed...

Page 270: ...ollowing 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 associate...

Page 271: ...ck Code Map this phone book 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 t...

Page 272: ...with contains does not contain etc 6 You can view the SQL statement that is generated as a result of the mapping and the criteria that you have set by clicking on the SQL Statement button This is an i...

Page 273: ...be defined 1 Right 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 sc...

Page 274: ...her 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 the right of F...

Page 275: ...e the account set 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...

Page 276: ...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 Plu...

Page 277: ...Admin Guide Alert Service Module FaxPress Premier Administrator Guide 261 5 The Alert Properties dialog box is displayed...

Page 278: ...e Module 262 6 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 7 To add a custom alert press Add The Select Ale...

Page 279: ...the default port number 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...

Page 280: ...FPBWSrvc Timeout 266 Scheduled reindex FPAdminSrvc FPQMSrvc beginning 267 Unscheduled reindex FPAdminSrvc FPQMSrvc beginning 268 Reindex completed FPAdminSrvc FPQMSrvc 271 Watchdog timer FPStartupSrvc...

Page 281: ...stored in an admin configurable directory store all the cap tured information for later viewing by an administrator The Performance Monitor function is pre installed in the FaxPress server but certain...

Page 282: ...Admin Guide Performance Monitor 266 4 Select FaxPress Queue Manager Line from the Performance object drop down...

Page 283: ...ce Monitor FaxPress Premier Administrator Guide 267 5 Select the All counters and All instances radio buttons Note For subsequent performance objects selected in step 4 these radio buttons might be gr...

Page 284: ...mber 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 unused count Rec...

Page 285: ...sion error count Transaction 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...

Page 286: ...FaxPress Premier Administrator Guide System Diagnostics...

Page 287: ...tory contains both the System Information and Trace Management folders The System Information directory displays the FaxPress Premier server s system infor mation and can also be used to make changes...

Page 288: ...tions right click anywhere in the right panel These functions include changing the FaxPress Premier Server s IP Address shutting down or re booting the Premier and resetting the Premier s fax boards T...

Page 289: ...file in formation on these services can be enabled or disabled recorded retrieved or sent to Castelle tech support for analysis by right clicking on the service and selecting from the menu options Th...

Page 290: ...Admin Guide System Diagnostics 274...

Page 291: ...e file information on these services can be enabled or disabled recorded retrieved or sent to Castelle tech support for analysis by right clicking on the service and selecting from the menu options Th...

Page 292: ...FaxPress Premier Administrator Guide Email Integration...

Page 293: ...ion of the Premier s embed ded Email Gateway service Both enable inbound and outbound faxing through Exchange synchronizing of the Premier and Exchange user databases and use of the global address boo...

Page 294: ...nd 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 especially since it...

Page 295: ...FaxPress Premier Administrator Guide Drop Directory and the DropFax Service...

Page 296: ...ve document format and also supports priority fax job settings controlled by the third party application FaxPress also supports the development of custom production fax applications using JA VA VB or...

Page 297: ...and the DropFax Service FaxPress Premier Administrator Guide 281 5 Use the New screen to specify your drop directory s parameters Drop directories can be defined in any sharable folders on the network...

Page 298: ...ing 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 rota...

Page 299: ...arty applica tion can put the job data and control files in the directory The data files should be put into the directory before the control files The names of these files must be DOS format up to 8 c...

Page 300: ...hh mm specifies date mm dd yy and time hh mm to delay sending for jobs NODELAY specifies sending is not to be delayed default unless delay di rective appeared earlier in job control file BILLBACK code...

Page 301: ...e lines can be individually specified If a message directive does not include message text then the corresponding message line will be blank Available message lines are MESSAGE1 through to MESSAGE16 R...

Page 302: ...originators of drop directory jobs must en sure that names assigned to the control and data files are unique within their directory for at least the duration of the job s processing The job data file...

Page 303: ...specific user For example a pharmacy could route all prescription faxes from doctors to the DropFax directory of a specific line or user and the pharmacy s custom application could process these presc...

Page 304: ...Premier Administra tor privileged user in the Administrator field and a password in the Password field The DropFax service will use this Administrator account to retrieve faxes from the FaxPress Prem...

Page 305: ...es and are not searchable Fax Naming The Fax Naming field allows you four options to specify the way fax es are identified in the DropFax directory Serial Number Job ID Date Serial Number Job ID Job I...

Page 306: ...ath 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 share The DropFax...

Page 307: ...DropFax Service FaxPress Premier Administrator Guide 291 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 Embe...

Page 308: ...FaxPress Premier Administrator Guide Using the Imprint Header...

Page 309: ...routinely appear on 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 nu...

Page 310: ...oing and Incoming Imprint Header 294 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 Settings button...

Page 311: ...lected you ll 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 combi nation of Imprint Header Keywords...

Page 312: ...t 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 as month day and year e g...

Page 313: ...tomizing the Outgoing and Incoming Imprint Header FaxPress Premier Administrator Guide 297 4 Select the Advanced Functions tab 5 Select the Add a date and time stamp on the top of each incoming fax pr...

Page 314: ...nformation that covers or obscures the underlying fax image which is unrecover able once the imprint header is applied The default Override setting is 1 True which replaces the one line header each ti...

Page 315: ...he header cfg 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...

Page 316: ...rface for setting this functionality To add Bates numbering to the header the configuration file bates cfg must be present on the FaxPress Plus server in the directory C Castelle System Cfg The header...

Page 317: ...ader cfg file the b variable 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...

Page 318: ...idth 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 time string means date time transmitted received def...

Page 319: ...n The imprint header can also be customized and used to replace the fax cover page Infor mation typically found on an outgoing fax cover page can be compressed into the header Incoming imprint header...

Page 320: ...FaxPress Premier Administrator Guide Web Client Interface...

Page 321: ...l as users Personal Folders are not accessible through the Web Client Interface Use FaxPress Plus to access these features Pop up Blocker and the Web Client Internet Explorer 7 with Windows XP Service...

Page 322: ...workstation is required By default the HTTP protocol is disabled HTTPS must be used instead A se cure connection is verified by the lock icon in the status bar of the browser To access the Web Client...

Page 323: ...ide 307 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 Pass word field blank and click L...

Page 324: ...res select the Administra tion view For information on using the different features and options available from the Web Interface refer to the chapters on using FaxPress Plus and config uring Premier s...

Page 325: ...Admin Guide Web Client Interface FaxPress Premier Administrator Guide 309...

Page 326: ...FaxPress Premier Administrator Guide Web Client Printer...

Page 327: ...provides faxing capabilities 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...

Page 328: ...a new directory Otherwise click Next to contin ue 5 Provide the URL to a FaxPress server This URL is the same path used by clients to access the FaxPress Plus Web Client and is usually a secure URL t...

Page 329: ...er FaxPress Premier Administrator Guide 313 6 Once the Web Client URL is verified installation is ready to begin Click Install to begin installation of the Web Client Printer driver on the client mach...

Page 330: ...Installing the Web Client Printer 314 8 Once installation is complete verify that the Web Client Printer driver is installed by going to Start Settings Printers and Faxes and selecting Castelle Web Cl...

Page 331: ...eferences dialog box is displayed Make any changes and click OK Click Cancel if you wish to exit without making chang es 10 Once the Web Client Printer is installed and configured you can print from a...

Page 332: ...Admin Guide Installing the Web Client Printer 316...

Page 333: ...pplications are ready to send faxes using the FaxPress server and without the need to launch the FaxPress Plus Windows client To print using the FaxPress Web Client Printer driver 1 In any Windows bas...

Page 334: ...page 305 to log in to the Web Client Interface Note The Web Client Printer Compose Fax dialog contains the same options and features as the FaxPress Plus Windows client About the FaxPress Premier Send...

Page 335: ...Admin Guide Using the Web Client Printer FaxPress Premier Administrator Guide 319 5 When you are finished click Send Fax in the upper right hand corner of the Com pose Fax dialog to send the fax...

Page 336: ...s Web Cli ent Printer enables users to fax without the need to launch or install the FaxPress Plus Win dows client To print users select the Castelle Web Client Printer driver as they would select any...

Page 337: ...FaxPress Premier Administrator Guide Fax Reporting...

Page 338: ...endly presentation tool for the Pre mier s operations generates the Premier s fax transaction log information in a variety of report formats The Fax Report s comprehensive analysis of the Premier s fa...

Page 339: ...ing Outgoing 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...

Page 340: ...ion 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 transaction log info...

Page 341: ...els or if you need to schedule fax ing so the usage is more evenly distributed over time 1 Log into FaxPress Plus as Administrator 2 Open the Administration folder 3 Select Fax Reports in the tree 4 D...

Page 342: ...ax 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 time shown below the...

Page 343: ...to the administrator To set up or configure these alarms use the following procedure 1 When logged into FaxPress Plus as Administrator expand the Administration branch of the FaxPress Neighborhood tr...

Page 344: ...e 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 frequency at which repe...

Page 345: ...Fax Volume Report Incoming 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 Ch...

Page 346: ...ax 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 select one...

Page 347: ...FaxPress Premier Administrator Guide Creating Cover Pages...

Page 348: ...ress Premier Personal Cover Page Personal cover pages are used only for your own outgoing fax es You can create up to eight personal cover pages and choose between them at the time you send a fax All...

Page 349: ...enient reliable way to create a new customized cover page is to use or modify an existing template Castelle strongly recommends that you use the provid ed Cover Page Templates to create your personal...

Page 350: ...m 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 Document o...

Page 351: ...inistrator Guide 335 5 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...

Page 352: ...ation branch of FaxPress Plus You must be logged in as Administrator as a user with Admin istrator privileges Publishing a Corporate Cover Page To make a new customized cover page template available a...

Page 353: ...de 337 3 Browse to and select the file name of your new custom cover page template com pany doc in this example 4 Click OK to the Cover Page OK message 5 The new cover page will now be added to the Co...

Page 354: ...support Spanish characters for example you d first select the entire bracketed fax key word field including the angle brackets and then specify a font type that supports Spanish for the keyword field...

Page 355: ...an example of a Spanish custom fax cover page created from the Coverpage doc file The boldfaced text appearing outside the angle brackets has been changed from En glish to Spanish graphics have been a...

Page 356: ...T create a cover page template for use with the FaxPress Premier without installing and using the Castelle Cover Page Macro The server software requires that each cover page template contain the corre...

Page 357: ...Word document 1 After installing the FaxPress Plus client software choose the command Start Programs FaxPress Install Cover Page Macro 2 After installing the Cover Page Macro open a new blank document...

Page 358: ...of all the fields you want in the default font and font 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 na...

Page 359: ...nistrator Guide 343 6 The field in brackets appears on your template Press Enter then enter the name of the next field such as the Fax Number of the recipient 7 Select the FaxPress CoverPage Recipient...

Page 360: ...ilar way add the names of the fields and the keyword fields for other ele ments you want to add to your cover page template such as the From field and the Fax No field in the From submenu and the Subj...

Page 361: ...ANNOT MODIFY any text or spaces between the brackets of the keyword fields If you alter the text or spaces between the brackets the field will not be recognized by the FaxPress Plus software 9 To add...

Page 362: ...OMIT ANY OF THE 16 LINES AND DO NOT ADD 17 LINES The FaxPress server soft ware requires 16 lines for the cover page message and if you add more than 16 lines the message will be included as an attach...

Page 363: ...Premier Administrator Guide 347 13 When you are satisfied with your cover page template rename 8 characters long or less and save it to the Cover Page Templates folder To become avail able for your n...

Page 364: ...in Guide Creating Cover Pages with Microsoft Word 348 be added to the Corporate Cover Pages folder in FaxPress Plus s Administra tion folder See Publishing a Corporate Cover Page on page 336 for detai...

Page 365: ...FaxPress Premier Administrator Guide Merging Faxes...

Page 366: ...erge follow these steps 1 To open the FaxMerge installation doc go to Start Programs FaxPress Plus Microsoft Office Support Install FaxMerge 2 Click Enable Macros if prompted 3 In the MailMerge doc Wo...

Page 367: ...1 Do a search on your current drive for Normal dot file and write down the path to it 2 With your Windows Explorer browse to your Program Files Castelle Fax Press Third Party MS Office Utilities Under...

Page 368: ...alized document to many recipients To become available the FaxMerge feature must first be installed from the FaxPress Plus client Required ODBC Data Sources and Drivers The following data sources and...

Page 369: ...Admin Guide Merging Faxes FaxPress Premier Administrator Guide 353...

Page 370: ...Admin Guide Merging Faxes 354...

Page 371: ...aching a data source 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 ca...

Page 372: ...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 create a new merg...

Page 373: ...the Get Data button 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 docume...

Page 374: ...g 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 to your Main d...

Page 375: ...atabase dBase file Text or CSV file or MS Query file In this example Castelle mdb is an Access database that contains fax numbers In the Files of Type field make sure the correct kind of data source i...

Page 376: ...lect a Table or Que ry 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 to import the...

Page 377: ...ocuments Select the 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...

Page 378: ...s of faxing you will first be asked to map data source names to FaxPress Premier names When you have finished the mapping faxing will start automat ically To fax your merged document follow these step...

Page 379: ...k on Delete 7 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 au tomatic login You can select Configure...

Page 380: ...ecipient information i e names fax num bers 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 document 5 Faxing...

Page 381: ...rge with Microsoft Word Office 2000 XP and 2003 FaxPress Premier Administrator Guide 365 2 In the FaxPress Server Login dialog box choose a FaxPress Premier Server to log in to enter a User Name and P...

Page 382: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 366 3 Select Tools Letters and Mailings MailMerge Wizard...

Page 383: ...dmin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Premier Administrator Guide 367 4 Make sure the Letters radio button is selected and click Next Starting docu ment button...

Page 384: ...Admin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 368 5 Next select the Use the current document radio button and then click Next Select recipients...

Page 385: ...xPress Premier Administrator Guide 369 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...

Page 386: ...FaxMerge with Microsoft Word Office 2000 XP and 2003 370 The Mail Merge Recipients window allows you to select recipients for your merged document Use the Select All button and click OK or specify ind...

Page 387: ...sing FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Premier Administrator Guide 371 8 Next make sure the name of your data source file appears as the existing list from which the recipi...

Page 388: ...fice 2000 XP and 2003 372 drawn 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 descrip tion wi...

Page 389: ...n Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 FaxPress Premier Administrator Guide 373 10 In the Insert Merge Field dialog box make sure the Database Fields radio but ton is selec...

Page 390: ...ields 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 you ve finished...

Page 391: ...Word Office 2000 XP and 2003 FaxPress Premier Administrator Guide 375 13 Write the text and edit your document Merged documents are faxed without a cover page To include a cover page edit the first p...

Page 392: ...dmin Guide Using FaxMerge with Microsoft Word Office 2000 XP and 2003 376 14 Once you ve finished editing your document click on MS Word Tools FaxPress Mail Merge 15 When prompted to Save your documen...

Page 393: ...Guide 377 16 After the document is saved the FaxPress Fields Map will appear as shown be low Map the Fields you want 17 Map the Fields you want and click the Map button to have fields on the right pa...

Page 394: ...FaxMerge with Microsoft Word Office 2000 XP and 2003 378 When FaxMerge finishes its process the document and multiple recipients will be forwarded to the FaxPress Click OK You have completed the FaxPr...

Page 395: ...ice 2000 XP and 2003 FaxPress Premier Administrator Guide 379 Uninstalling FaxMerge To uninstall reopen the MailMerge doc document Start Programs FaxPress Plus Microsoft Office Support Install FaxMerg...

Page 396: ...FaxPress Premier Administrator Guide Archiving Faxes...

Page 397: ...ll use this account 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 w...

Page 398: ...ire the following 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 SQ...

Page 399: ...will however au tomatically generate tables data structures within the SQL database for the Ar chive Once configured and started the Archive service goes through the outgoing and incoming fax queues...

Page 400: ...hive service follow these steps 1 Login as Administrator to FaxPress Plus Start Programs FaxPress Plus FaxPress Plus 2 Open the FaxPress Plus Administration folder 3 Select the Embedded Services folde...

Page 401: ...rom the Incoming Fax Queue they will only be visible to users through the Archived Received Faxes folder in FaxPress Plus and only if the All User View mode is selected 2 Enter the FaxPress Premier Us...

Page 402: ...hive 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 Access go to Configuring Archive fo...

Page 403: ...base if an archive data base 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 2 Enter a password for the...

Page 404: ...r name with read access rights to the directory where the archived faxes will be stored FaxPress Plus will use this ac count to retrieve archived faxes for users Configuring Archive for an MS SQL Data...

Page 405: ...current ODBC connect string displayed in the Select a Data Source Name field The connect string is generated automatically when a DSN is selected and a con nection to the server is successful Domain...

Page 406: ...and follow the instruction in Connecting FaxPress Archive to a DSN SQL Databases on page 398 2 Select the File Data Source tab and either browse to select an existing ODBC driver or use the New button...

Page 407: ...he Archive 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 Premier server sel...

Page 408: ...transmitted faxes will be automatically deleted from the outgoing queue after they are archived Note If you choose to archive sent faxes the FaxPress Premier server Advanced Functions parameters will...

Page 409: ...tion 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 Plus and only if the A...

Page 410: ...rchive process When to delete transaction logs is specified in the Storage Reclamation settings of the FaxPress Premier Server Properties See Storage Reclamation on page 147 7 The Archive Options dial...

Page 411: ...ption 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 information this password is also used to protect the...

Page 412: ...Choose a time when there is minimal workload on the FaxPress server This option is recommend ed if the Archive will be used in the Administrative View mode 9 The Archived Faxes Database Purge window l...

Page 413: ...ress users 10 The next two windows are information pages Once the configurator is finished the settings are saved to the registry and to the FaxPress Premier server If a new Access database is selecte...

Page 414: ...a 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 but ton will let you either select a different exis...

Page 415: ...ource that connects to the database server and that is defined as a System DSN type Do not select a DSN that points to a file based database e g Access Dbase Paradox Excel CSV FoxPro etc The Type of e...

Page 416: ...ce wizard walks you through creating a DSN The first page will ask what type of DSN to create Select System Data Source 4 The next screen will display the list of available ODBC drivers installed on y...

Page 417: ...ptional field Server The is the name of the SQL server 7 Click Next 8 Select either Windows NT or SQL server authentication method from the next screen Note The method you select will depend on how th...

Page 418: ...ase and when to cleanup temporary stored procedures Select Change the Default Database To and select the your database from the scroll down list For the rest of the setting in this dialog box we recom...

Page 419: ...Admin Guide Connecting FaxPress Archive to a DSN SQL Databases FaxPress Premier Administrator Guide 403 Note It is recommend that you test your new data source to ensure a successful connection...

Page 420: ...e is automatic To start the FaxPress Premier Archive service follow these steps 1 Login as Administrator to FaxPress Plus Start Programs FaxPress Plus FaxPress Plus 2 Expand FaxPress Plus s Administra...

Page 421: ...el the user s personal archived faxes are stored in the user s Archive folder in FaxPress Plus Note If the Archive folder is not displayed you may need to reconfigure your startup options Configure th...

Page 422: ...ved faxes can be viewed saved converted to text printed e mailed and sent through FaxPress Plus Archived faxes can be saved in TIF DCX or PDF file format If a fax is saved or archived as a PDF file th...

Page 423: ...lick on the fax and se lect 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...

Page 424: ...ter than or equal to a certain num ber 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 o...

Page 425: ...elect the Archived Received Faxes folder For the Administrator and Adminis trator privileged users archived faxes are located in two places in FaxPress Plus in the Mailbox folder Administrator account...

Page 426: ...s options for selecting faxes with any kind of status OK sta tus and not OK status Users Filters the list so that only faxes received by the specified user will be shown Dropping the list allows optio...

Page 427: ...particular 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 sec onds recepti...

Page 428: ...will 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 a...

Page 429: ...billback 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...

Page 430: ...elect options for transmissions sent via any line or any of the lines available on the FaxPress The number of avail able lines will depend on the FaxPress Status Filters the list so that only faxes wi...

Page 431: ...FaxPress Premier Administrator Guide Web Services SDK...

Page 432: ...mming language and operating system with Web Services functionality is compati ble with the FaxPress Premier Web Services interface At a high level the Java API generated from Apache Axis wsdlgen prov...

Page 433: ...FaxPress Premier Administrator Guide Xerox Integration...

Page 434: ...Interface is configured properly Accessing the FaxPress Premier Xerox Interface Configuration Utility The FaxPress Premier s Xerox Interface is one of the FaxPress Premier s Embedded Ser vices To acce...

Page 435: ...ail Incoming Outgoing Confirmation selecting this option configures the Xerox Interface to email outgoing fax success or failure notices to the FaxPress Premier user as sociated with the fax repositor...

Page 436: ...ry such as XeroxDrop2 XeroxDrop3 etc and each can have a default user for the fax repository Xerox2 Xerox3 etc Each of these users must be mapped so they have the same FaxPress Premier User Name and X...

Page 437: ...dow with the following information In the Domain User and Password fields enter the name of the Exchange server s net work domain and the name and password of the administrator user you assigned to th...

Page 438: ...of faxes retrieved during each scan period In most cases the default ALL setting is adequate In the Outgoing Faxes section you ll typically want notifications to be sent for both suc cessful and faile...

Page 439: ...hanges are required by special circum stances and Castelle technical support asks you to make the changes The User Map requires you to set up mapping between email addresses and the FaxPress Premier u...

Page 440: ...ox Interface 424 Use the Add button to map a FaxPress Premier User to an Email Address The Enter a FaxPress User to Email Address Mapping window allows you to associate a FaxPress Premier User with a...

Page 441: ...fications Enter an optional mapping for any user who wants to use their mailbox ID to authenticate themselves when they are sending faxes from a Xerox WorkCentre Pro if they are mapped as Xerox and Fa...

Page 442: ...ngs then click OK The FaxPress User Mapping dialog box reappears with the printer settings displayed Click OK in the FaxPress User Mapping dialog box when you have completed all mapping and printer se...

Page 443: ...Configuring the FaxPress Premier Xerox Interface FaxPress Premier Administrator Guide 427 In the Finish Wizard window click Finish or use the Cancel button to exit the setup and revise the configurati...

Page 444: ...Admin Guide Configuring the FaxPress Premier Xerox Interface 428...

Page 445: ...tem from a fax repository folder created for that purpose The fax repository folder stores all fax files sent from the Xerox system until the FaxPress Premier retrieves them To create a fax folder fol...

Page 446: ...y it with this folder such as XeroxDrop1 8 Click OK to confirm these settings 9 Repeat this procedure for each Xerox system you ll be using with the FaxPress Pre mier creating a unique fax repository...

Page 447: ...system s static IP address in the browser s address field http 192 128 128 14 in this example When you press enter a screen similar to the one below will appear 3 Click on the Properties tab and expan...

Page 448: ...Admin Guide Creating the Fax Repository Folder 432 6 In the Fax Repository Setup window select SMB the Windows share option from the Protocol pull down menu...

Page 449: ...ted typically the FaxPress Xerox Inter face workstation Castelle recommends that you use the workstation s local ad ministrator account 7 Click Apply 8 The Enter Network Password window will display t...

Page 450: ...ard copies of faxes and fax notifications from the FaxPress Premier Installing Xerox Print Drivers To install the Xerox print drivers on the FaxPress Premier follow these steps 1 Insert the Xerox Cent...

Page 451: ...Admin Guide Installing and Configuring Xerox Print Drivers FaxPress Premier Administrator Guide 435 4 Click Install Your Windows Print Driver...

Page 452: ...Admin Guide Installing and Configuring Xerox Print Drivers 436 5 In the Printer Installation Utility window select the appropriate language op tion...

Page 453: ...Admin Guide Installing and Configuring Xerox Print Drivers FaxPress Premier Administrator Guide 437 6 The Configuration tab appears...

Page 454: ...7 Select your Xerox system from Select Printer pull down menu 8 Select the print driver for this printer from the Choose Driver pull down menu 9 Click the Connection button to open the Connection dial...

Page 455: ...Admin Guide Installing and Configuring Xerox Print Drivers FaxPress Premier Administrator Guide 439 10 Clicking OK returns you to the Configuration tab Check the checkbox to the left of your printer...

Page 456: ...To configure the installed driver con tinue with the next section of this chapter Configuring the Xerox Print Driver Once installed on the FaxPress Premier the Xerox Print Driver must be configured T...

Page 457: ...Admin Guide Installing and Configuring Xerox Print Drivers FaxPress Premier Administrator Guide 441 2 In the Printers window right click on the Xerox system icon and select Proper ties...

Page 458: ...Admin Guide Installing and Configuring Xerox Print Drivers 442 3 In the Xerox system Properties window click the Printing Preferences button to open the Preferences screen...

Page 459: ...er from the workstation and test printing a fax or fax notification Setting up Additional Paper Colors on the Xerox System The FaxPress Premier Xerox Interface supports the use of more than one paper...

Page 460: ...e so Xerox WorkCentre Pro 35 PCL6 would become Xerox WorkCen tre Pro 35 PCL6 RED 4 Rename each of the drivers for the different colors in this way 5 Open the Properties screen for each driver then cli...

Page 461: ...d Services folder right clicking on Xerox Interface and selecting Configuration For more detailed information on opening the Configuration Wizard see Move through the Configuration wizard by clicking...

Page 462: ...at ends in RED from the Printer Name pull down menu and click OK See the procedure in Configuring the Fax Press Premier Xerox Interface on page 418 for details Repeat this procedure for the other colo...

Page 463: ...ess and failure notifications for out bound faxes One outstanding advantage of using the Xerox Interface is that once a document is scanned the Xerox machine is immediately free for further use since...

Page 464: ...face Setup Procedures Setting up your FaxPress Premier server and Xerox system to use the Xerox Interface in volves the following procedures 1 Connecting the FaxPress Premier server and the Xerox syst...

Page 465: ...rs created in Creating the Fax Repository Folder on page 429 a FaxPress Premier user account must be associated with each Fax Repository If you re creating new Premier accounts to assign to the reposi...

Page 466: ...lle recommends sending the fol lowing test faxes to confirm the system is fully operational A test fax from the Xerox Document Centre or WorkCentre to an external standalone fax machine A test fax to...

Page 467: ...FaxPress Premier Administrator Guide eCopy Sharescan OP Integration...

Page 468: ...cate an existing one All sent faxes appear in the dedicated account s outgoing queue and are only accessible by the Administrator See for more information Individual Account Mode In the individual acc...

Page 469: ...text representing the FaxPress Premier faxing option in the copier scanner or MFP s LCD control panel Use the Defaults button to modify the default settings 3 Select the Configure tab The Configure ta...

Page 470: ...Save button to save the configuration profile Use the Default Cover Page field to specify a corporate cover page for the shared ac count Use the Phone Book View field to specify a phone book see Phon...

Page 471: ...acing 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...

Page 472: ...of faxing with existing network and email systems An intuitive user friendly fax interface Integrated touch screen faxing Quick deployment and ease of administration This chapter describes integratio...

Page 473: ...at it can work with user DSN But to connect to the same database the eCopy connector requires that the DSN is configured as a system DSN Once the ODBC Phone Book and views are configured on the FaxPre...

Page 474: ...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 MFP the eC...

Page 475: ...Plus Administrator client To install the FaxPress Premier eCopy Connector from the Castelle FaxPress Premier CD follow these steps 1 Log on to the workstation as administrator or as a user with admini...

Page 476: ...lling the FaxPress Premier eCopy Connector 460 4 The Welcome to FaxPress Installation screen requires you to click the Next button 5 Select Administrator Installation 6 Select the Email Gateways and C...

Page 477: ...the FaxPress Premier eCopy Connector FaxPress Premier Administrator Guide 461 7 Select eCopy Connector 2 0 to use with eCopy ShareScan OP v2 0 or select eCopy Connector 3 0 to use with eCopy ShareSca...

Page 478: ...Admin Guide Installing the FaxPress Premier eCopy Connector 462 9 Confirm the default destination by clicking Next or select Browse to choose a new loca tion 10 Click Finish...

Page 479: ...Admin Guide Installing the FaxPress Premier eCopy Connector FaxPress Premier Administrator Guide 463...

Page 480: ...FaxPress Premier Administrator Guide FaxPress MFP Connectors...

Page 481: ...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 appea...

Page 482: ...scanned fax document Use the Next button to enter fax sender and recipient information and begin trans mission Use the Scan More button to include additional pages or documents Use the Stop button to...

Page 483: ...in to the system the From field will by default dis play the FaxPress Premier account name associated with the Connector In either case the default From field information can be modified To add recipi...

Page 484: ...ount mode only corporate cover pages are available 6 The Recipient Information interface allows you enter a recipient Name Com pany and Fax Number This information will appear on the fax cover page On...

Page 485: ...e the 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...

Page 486: ...ou 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 addi tional documents using the same sender and re...

Page 487: ...Admin Guide Sending Faxes From Copiers Scanners and MFPs FaxPress Premier Administrator Guide 471...

Page 488: ...e to use and enter a short message to appear on the cover page An administra tion utility is provided to allow administrators to select which FaxPress server and user ac count to use when faxing Insta...

Page 489: ...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 Each user will need to login us...

Page 490: ...indow 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 491: ...efer to the Contacts and Phone Books on page 244 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...

Page 492: ...a new directory called HPFSCAN under the castelle 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 493: ...n will appear prompting for the addition of the Fax Service Functionality Click Yes to add 7 Choose FaxPress from the list of LAN Fax vendors and browse to the Work Area Path typically castelle 08xxxx...

Page 494: ...Sender LAN Fax Service installed on it 6 In the LAN Fax Server box choose the Product Name in the dropdown list 7 Check notifications as needed for fax transmission status and Billing Account if neces...

Page 495: ...dministered remotely from 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...

Page 496: ...nzip 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 copied to...

Page 497: ...COH GlobalScan Web API 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 GlobalS...

Page 498: ...Admin Guide FaxPress Plus and Ricoh GlobalScan 2 0 Integration 482 vice After adding the FaxPress service to the project the administrator needs to configure the FaxPress Service Configuration...

Page 499: ...d Ricoh GlobalScan 2 0 Integration FaxPress Premier Administrator Guide 483 FaxPress Service Configuration Click Configure next to the Castelle Fax service to configure the FaxPress ser vice FaxPress...

Page 500: ...information Once logged in the list of cover pages is retrieved from the server and displayed in the Default Cover Page dropdown 3 Press Update to update the service configuration If all settings are...

Page 501: ...Admin Guide FaxPress Plus and Ricoh GlobalScan 2 0 Integration FaxPress Premier Administrator Guide 485 From Subject Form...

Page 502: ...ipient information press New Recipi ent Enter the recipient fax number name and company and press OK To enter multiple re cipients press New Recipient again The recipient information is concatenated i...

Page 503: ...oh GlobalScan 2 0 Integration FaxPress Premier Administrator Guide 487 Group Selecting External Phone Book Group If the FaxPress server is configured to use an external database phonebook ODBC phone b...

Page 504: ...Admin Guide FaxPress Plus and Ricoh GlobalScan 2 0 Integration 488 group To change click the dropdown and select the group name from the list...

Page 505: ...Admin Guide FaxPress Plus and Ricoh GlobalScan 2 0 Integration FaxPress Premier Administrator Guide 489 Selecting Recipients Form an External Phone Book Group...

Page 506: ...90 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 recipient s name For exam...

Page 507: ...Press Premier Administrator Guide 491 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 FaxPr...

Page 508: ...gration 492 FaxPress Authenticated Service FaxPress Authenticated Service requires thes user to login before scan functionality is en abled A user logs in using their personal FaxPress account credent...

Page 509: ...n the FaxPress Plus server on the network The necessary files reside on the FaxPress Plus 5 0 client CD that shipped with your Fax Press Plus unit Note Before proceeding you must have access to your F...

Page 510: ...nector 494 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 space is available on...

Page 511: ...Admin Guide Sharp OSA Connector FaxPress Premier Administrator Guide 495 4 Start the installation by pressing Next...

Page 512: ...Admin Guide Sharp OSA Connector 496...

Page 513: ...Admin Guide Sharp OSA Connector FaxPress Premier Administrator Guide 497 5 Press Done to finish the installation...

Page 514: ...dmin Guide Sharp OSA Connector 498 6 Launch Internet Explorer on the FaxPress Plus server and connect to http lo calhost faxpressconfig aspx The Castelle FaxPress Plugin Configuration page is displaye...

Page 515: ...Guide 499 7 Configure 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 withou...

Page 516: ...FP 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 http Server...

Page 517: ...administrator can configure the gateway through a browser by accessing the configu ration page on the server The configuration page can be accessed at http server IP address FaxPressOSA FaxPressConfig...

Page 518: ...harp OSA Connector 502 The FaxPress server name will be set to the name of the local server and cannot be changed The administrator needs to select the user account to use when faxing There are two mo...

Page 519: ...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 Sending a Fa...

Page 520: ...Admin Guide Sharp OSA Connector 504...

Page 521: ...Admin Guide Sharp OSA Connector FaxPress Premier Administrator Guide 505 You can add recipients manually or by selecting them from any database phonebook...

Page 522: ...Admin Guide Sharp OSA Connector 506 To define a recipient manually specify the recipient name fax number and company only a fax number is necessary...

Page 523: ...ier Administrator Guide 507 You may combine recipients that you define manually with recipient that you select from the phonebooks You may also override the information from the phonebook by editing a...

Page 524: ...xcel or any SQL database For information about setting up FaxPress database address books view Contacts and Phone Books on page 244 Once you setup the phonebook in FaxPress it becomes visible through...

Page 525: ...e recipient last or first name To switch from first name to last name and vice versa click on the corresponding button Setting the default phonebook Each phonebook may have multiple views groups You c...

Page 526: ...Admin Guide Sharp OSA Connector 510 One Click Search Click on the first letter of the recipient s first or last name The list of matching recipients will be displayed...

Page 527: ...so select to create a filter by specifying a combination of name fax number and company You may specify a single parameter or any combination of all three For exam ple If name Ja and the fax number 40...

Page 528: ...2 Scanning the Document and Sending the Fax When you are done defining the fax parameters click Apply The next screen shows up and prompts you to start scanning the document The document will be scann...

Page 529: ...Admin Guide Sharp OSA Connector FaxPress Premier Administrator Guide 513...

Page 530: ...FaxPress Premier Administrator Guide Terminal Server...

Page 531: ...al Server Edition Windows 2000 Server Terminal Services Terminal Server for Windows Server 2003 Before installing the FaxPress Plus client for Terminal Server please confirm the FaxPress Premier is op...

Page 532: ...axPress Plus client from Add Remove Programs in the Control Panel automatically puts the Terminal Server in install mode In fact if you are running the in stallation on a Windows 2000 2003 server the...

Page 533: ...Admin Guide Installing the FaxPress Plus Client on Terminal Server FaxPress Premier Administrator Guide 517 5 From the Add Remove Programs Properties window click Install 6 Click Next...

Page 534: ...rminal Server 518 7 In the Run Installation Program window install exe will appear in the Com mand line for installation program field Click Next 8 In the Change User Option window select All users be...

Page 535: ...on Terminal Server FaxPress Premier Administrator Guide 519 9 In the Welcome to FaxPress Premier Installation screen click Next 10 From the Select Components screen select Install FaxPress Plus clien...

Page 536: ...5 radio button then click Next 12 In the Destination path screen confirm the Destination Folder is Drive let ter Program Files Castelle FaxPress where Drive letter is the NT Terminal Server root direc...

Page 537: ...r Guide 521 Next 13 The Shared Directory screen requires you to click Browse to specify a shared directory for the FaxPress host ip file This folder must be accessible to all Terminal Server users and...

Page 538: ...Terminal Server 522 15 The Personal Folders screen requires you to specify a location for your Personal Folders directory Click Next to select the default location or Browse to select a different one...

Page 539: ...ail client interface Check the Install FaxPress Plus Outlook Direct box and click Next to install Outlook Direct Otherwise click Next FaxPress Outlook Direct formerly called Exchange Direct is a clien...

Page 540: ...fax addressing requirements 18 In the Setup Complete window select No I will restart my computer later then click Finish to exit the FaxPress Setup Wizard and return to Microsoft s In stallation Prog...

Page 541: ...FaxPress Plus client and DCX Print Driver for Published Applications For attached files to be converted to faxable format and transmitted through the Fax Press you must configure the DCX Print Driver...

Page 542: ...e to publish Adobe Acrobat Reader you d start with the application command line C Program Files Adobe Acrobat 5 0 Reader AcroRd32 exe then change it to read C Program Files Castelle FaxPress Daemon ex...

Page 543: ...FaxPress Outlook Direct service software enables Terminal Server clients to use the FaxPress server to send and receive faxes via Exchange or Outlook For fax email integration the FaxPress Outlook Di...

Page 544: ...dmin Guide Installing the FaxPress Plus Client on Terminal Server 528 4 Select the User Profile to edit then click Properties 5 In the user s Properties window with the Services tab selected click Add...

Page 545: ...ct FaxPress Exchange Direct and click OK 7 The Login tab of the FaxPress Transport Properties dialog box provides the in formation required for the transport to log in to the user s FaxPress account S...

Page 546: ...o 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 connect to the F...

Page 547: ...Premier Administrator Guide 531 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...

Page 548: ...e FaxPress Plus Client on Terminal Server 532 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 list option Cli...

Page 549: ...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 Network In a Novell Netware environmen...

Page 550: ...ceive test faxes To assign the FaxPress Server an IP address follow these steps 1 On a Windows 95 98 Me NT or 2000 2003 workstation with the FaxPress Plus cli ent for Administrators installed launch t...

Page 551: ...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 FaxPres...

Page 552: ...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 program Note If you install the...

Page 553: ...ns from the following types 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 worksta...

Page 554: ...er platform Citrix Standard and Non Standard Published Apps Castelle is compatible with Citrix Standard Published Applications Standard Published Ap plications include any Windows based 32 bit Microso...

Page 555: ...FaxPress Premier Administrator Guide Castelle Internet Faxing...

Page 556: ...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 408 852 8103 1234 incoming fax wi...

Page 557: ...d fax number cannot be found in the CIF table the fax job will be sub mitted to the local FaxPress Premier To receive internet faxes in the Incoming Faxes area click the Allow this FaxPress to receive...

Page 558: ...hone lines to forward the fax to its final destination The routing table allows the FaxPress server to know when to use internet faxing and when to just use its own phone lines by associating remote f...

Page 559: ...hree boxes 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...

Page 560: ...f Allow this FaxPress to receive CIF jobs is disabled incoming CIF jobs will be dis carded Configuring the FaxPress Premier for CIF to a FaxPress Server When the FaxPress Premier s CIF target is a Fax...

Page 561: ...Number 0 Disable 1 En able 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 Adds PBX access code for 0...

Page 562: ...FaxPress Premier Administrator Guide Appendix...

Page 563: ...am interface API available with Mi crosoft s Visual Basic that lets a programmer request access to a Microsoft Access data base DAO contains the library files for Microsoft s Jet database engine which...

Page 564: ...lect 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 Driver column con...

Page 565: ...source that connects to the database server and that is defined as a System DSN type The type of each DSN is denoted in the middle column by User or System A User DSN is a DSN that can only be seen by...

Page 566: ...n is used for authentication and the UserID and password fields near the bottom of this screen are grayed out With SQL Server authorization using a loginID and password entered by the user If the auth...

Page 567: ...From the ODBC Select Data Source dialog box type in the data source path and name 2 This is a standard Microsoft ODBC dialog box that allows you to specify the data base you would like to connect to I...

Page 568: ...mote Desktop can be used for configuring other aspects of the Premier system it can t be used for this 2 Power on the Premier Digital 3 Log into the Premier system as Administrator The default passwor...

Page 569: ...ary Lines User Defined Default Primary Lines Resolved A Using Primary Master User Defined Default Using Primary Master Resolved Yes Using Secondary Master User Defined Default Using Secondary Master R...

Page 570: ...lle services Derive NETREF One from Resolved Not Applicable NETREF One Clock Rate User Defined Default NETREF One Clock Rate Resolved 8 KHz NETREF Two FRU User Defined Default NETREF Two FRU Resolved...

Page 571: ...ses are stored in the C Castelle directory of the FaxPress Premier s Embedded Windows operating system There is no need to access the Premier server directory unless specifically directed by Cas telle...

Page 572: ...el on the analog fax board contains the FCC Registration Number EBZUSA 34731 FB E and the Ringer Equiv alence Number 0 77 The Ringer Equivalence Number REN is useful in determining the quantity of dev...

Page 573: ...es or gold contacts When handling processor chips or memory modules avoid touching their pins or golden edge fingers Put the value communications appliance sys tem board and peripherals back into the...

Page 574: ...protective operational and safety requirements Industry Canada does not guarantee the equipment will operate to the user s satisfaction Before installing this equipment make sure you are permitted to...

Page 575: ...r Advanced Functions on page 124 for instructions on including date and time and identification parameters Warranty Assistance The FaxPress Premier does not contain any user serviceable components DO...

Page 576: ...rant dont les deux conducteurs de courant sont porteurs d l ctricit d une phase a l autre sur un sytem a 3 fils n est pas recommand e Attention Pour un fonctionement sans risque brancher l appareil su...

Page 577: ...e 16 line FaxPress Premier Analog with 3 boards factory installed supports 6 analog ports i e 16 fax lines This unit supports the maximum number of lines avail able with the FaxPress Premier Analog No...

Page 578: ...have previously been upgraded please see Upgrading with an Additional Analog Board on page 566 Each new fax board added will provide support for 4 additional fax lines Adding an Initial Upgrade Analo...

Page 579: ...xPress Premier then lifting it upwards when it is free of the front panel lip 5 Locate the cover bracket that is covering the bay directly above the parallel port RS 232 and serial port DB 15 connecto...

Page 580: ...ounting bracket the metal faceplate with the analog line connectors or the edg es of the board 8 Set the rotary switch found near the metal bracket end of the board to a unique number see the figure a...

Page 581: ...this procedure and go to step 5 in Upgrading with an Additional Analog Board on page 566 Otherwise continue with the next step in this procedure 12 Slide the cover back into place making sure the lea...

Page 582: ...accessing the System Infor mation folder in the System Diagnostics folder and then right clicking on the blank section of the list to the right side of the Faxmain window and choosing the System Shutd...

Page 583: ...low 6 Remove the 2 nuts with lock washers that hold the power supply to the base of the FaxPress Premier chassis You may need to use needlenose pliers for this task 7 Remove the 2 rear panel screws th...

Page 584: ...ipative wrist strap and make sure the working sur face is static dissipative and grounded Take care not to touch the connector tabs hold the circuit board by the black metal mounting bracket the metal...

Page 585: ...gn the board so the black metal end bracket angles UP from the board as shown be low 14 Engage one end of the black metal mounting bracket the end that the arrow is pointing to above in the card guide...

Page 586: ...ic System Software After adding the analog fax boards as described in Adding Fax Boards on page 562 and after connecting all necessary cables to the unit follow these steps to configure the Fax Press...

Page 587: ...Logger Service Right click on this service 10 Stop the Castelle Trace Error Logger Service by selecting the Stop option The Stop Other Services dialog box opens 11 Click the Yes button If you see erro...

Page 588: ...s the new number of supported fax lines as shown above 18 Verify that this number is correct and then click OK to exit the Dialogic Gamma Link Fax Configuration window Click OK to exit This completes...

Page 589: ...ing Microsoft Explorer browse My Network Places to locate the shared folder on the local PC 6 Copy the file FPPUpgrade exe from the shared folder to the C Castelle directory on the FaxPress Premier 7...

Page 590: ...y installed support 6 BRI ports 12 channels These units support the maximum number of fax channels avilable with the FaxPress Premier Digital ISDN BRI and cannot be upgraded with addi tional fax board...

Page 591: ...an additional ISDN BRI board in the FaxPress Premier Digital follow these steps 1 Discharge static electricity from yourself by touching a grounded surface attach a grounded static dissipative wrist s...

Page 592: ...axPress Premier cover screws Do not remove any other chassis screws 4 Remove the cover by sliding it toward the rear of the FaxPress Premier then lifting it up when it is free of the front panel lip 5...

Page 593: ...th lock washers that hold the power supply to the base of the FaxPress Premier chassis You may need to use needlenose pliers for this task 7 Remove the 2 rear panel screws holding the bottom portion o...

Page 594: ...oard remove the Phillips screw that is anchoring the cover bracket for the upper bay and remove that cover bracket 10 Remove the upgrade board from its packing material Discharge static electricity fr...

Page 595: ...ower the connector end of the board and slide the board into place aligning the PCI connector tabs so they plug into the PCI slot on the chassis smoothly and firmly 13 Replace the anchor screw to hold...

Page 596: ...ends of the con nectors toward the BACK PANEL of the FaxPress Premier chassis as shown below This orientation will mean that the hooks are on the ends of the connectors that are AWAY from the Black M...

Page 597: ...then replace the 2 nuts with lock washers that hold the power supply to the base of the chassis 18 Slide the FaxPress Premier cover back into place making sure the leading edge fits under the front p...

Page 598: ...t so you can read the full names of the services then scroll to Castelle Trace Error Logger Service Right click on this service 5 Stop the Castelle Trace Error Logger Service by selecting the Stop opt...

Page 599: ...the boards listed and a red light displayed in each device icon Note All boards should use the same pcd file 12 Select the first board for example CPI400BRIPCI 0 in the above example and then click th...

Page 600: ...Admin Guide Digital ISDN BRI Upgrade 584 14 In the Fax Configuration section click the Control Panel Applet button The Di alogic GammaLink Fax Configuration window appears as shown below...

Page 601: ...utton A warning message appears 16 Click OK When the auto detection process is complete a message box appears indicating that all boards have been detected 17 Click OK in the message box The Dialogic...

Page 602: ...hen click OK to exit the Dialogic GammaLink Fax Configuration box 19 Click the Import Predefined Configuration button in the Configuration section of the Dialogic GDK Configurator window The Open Prof...

Page 603: ...fined Configuration button again and repeat Steps 19 and 20 selecting the correct profile file 21 Click the Dispatcher Tab in the Dialogic GDK Configurator Window Enter the total number of trunks now...

Page 604: ...y Network Places to locate the shared folder on the local PC 6 Copy the file FPPUpgrade exe from the shared folder to the C Castelle directo ry on the FaxPress Premier 7 Right click on the file and se...

Page 605: ...ximum number of fax channels avilable with the FaxPress Premier Digital and cannot be upgraded with additional fax boards Note These upgrade procedures assume that your FaxPress Premier is running the...

Page 606: ...naling protocol is CAS E M 23 if the T1 signaling protocol is ISDN PRI To install an additional T1 board in the FaxPress Premier Digital follow these steps 1 Disconnect the T1 line or lines from the...

Page 607: ...If you are upgrading more than one FaxPress Premier use the correct upgrade CD for each server or the software upgrade will fail 5 Remove the 5 cover screws holding the cover of the FaxPress Premier...

Page 608: ...lip 7 Locate the power supply module in the FaxPress Premier chassis as shown below 8 Remove the 2 nuts with lock washers that hold the power supply to the base of the FaxPress Premier chassis You may...

Page 609: ...bracket from the lower bay if this bay is not occupied by a board If the lower bay is occupied by a board remove the Phillips screw that is anchoring the cover bracket for the upper bay and remove tha...

Page 610: ...e arrow above is pointing to in the card guide then lower the connector end of the board and slide the board into place aligning the PCI connector tabs so they plug into the PCI slot on the chassis sm...

Page 611: ...install the ribbon bus cable with the lock hook ends of the con nectors toward the BACK PANEL of the FaxPress Premier chassis as shown in the figure below This orientation will mean that the hooks are...

Page 612: ...hold the bottom portion of the power supply to the rear panel of the FaxPress Premier and then replace the 2 nuts with lock washers that hold the power supply to the base of the chassis 21 Slide the...

Page 613: ...elect No not at this time Press Next 4 In the next Found New Hardware Wizard dialog box screen select Install the software automatically Recommended Press Next 5 In the Security Alert Drive Installati...

Page 614: ...ess Premier services are stopped open the Start menu and choose Programs Intel Dialogic System Software Configuration Manager DCM 14 Click OK in the dialog box shown below 15 In the Intel Dialogic Con...

Page 615: ...ns and displays a list of pcd files as shown be low 18 For configuring a T1 board find the gdk_t1_em pcd file in the list select it and click OK The software scan of the boards continues until complet...

Page 616: ...t Service button in the menu bar A progress bar appears on top of the background screen indicates the progress of the service startup When all boards are started all of the lights in the device icons...

Page 617: ...figuration window appears See the figure above 23 Click the Auto Detect button A warning message appears 24 Click OK When the auto detection process is complete a message box appears indicating that a...

Page 618: ...t this number is correct Then click OK to exit the Dialogic GammaLink Fax Configuration box 27 Click the Import Predefined Configuration button in the Configuration section of the Dialogic GDK Configu...

Page 619: ...indow opens click the Import Predefined Configuration button again and repeat Steps 19 and 20 selecting the correct profile file 29 A dialog box asks how many trunks Use the pull down menu to select t...

Page 620: ...he window This completes the T1 ISDN PRI board configuration Next go on to the final section Running the FaxPress Premier Upgrade Software on page 604 Running the FaxPress Premier Upgrade Software To...

Page 621: ...the shared folder 6 Copy the file FPPUpgrade exe from the shared folder to the C Castelle directory on the FaxPress Premier 7 Right click on the file and select Properties In the Properties dialog box...

Page 622: ...ay 6am to 5PM PST excluding Castelle holidays Castelle s Customer Services Web Site Castelle s Customer Services Web site offers 24 7 and unlimited free access to useful prod uct specific technical in...

Page 623: ...a per incident basis if the Standard Support Period has expired and you do not have Ex tended Support Pay Per Incident service is delivered on an incident basis which is a single support issue Please...

Page 624: ...tion and or the Software that are made generally available by Castelle to its customers who are entitled to receive Support Services Updates means one 1 copy of minor Software patches that are made ge...

Page 625: ...L 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 CASTELL...

Page 626: ...Terms 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 I...

Page 627: ...itted to providing professional customer support and excellent services We provide several enhanced support plans that are specially designed to meet your busi ness needs and support requirements Nort...

Page 628: ...Admin Guide Contact Information 612...

Page 629: ...Index FaxPress Administrator Guide...

Page 630: ...ing 407 filtering transmitted faxes 407 archiving faxes converting 407 email 407 printing 407 saving 407 sending 407 sorting 407 viewing 406 viewing properties 407 area codes constructing complex fax...

Page 631: ...ing properties 109 127 internet faxing 540 settings 105 storage reclamation 147 viewing properties 143 user operator 168 privileges 168 router 168 supervisor 168 constructing complex phone numbers 109...

Page 632: ...ne 108 135 drag drop fax routing 113 Drop Directory 280 DropFax Service 287 DTMF dialing procedure 98 routing setting type 108 136 E F ECM 5 email archived faxes 407 email notice 422 error correction...

Page 633: ...407 converting archived 407 email archived 407 filtering archived 407 incoming unaddressed 116 printing archived 407 saving archived 407 sending archived 407 sorting archived 407 viewing archived 406...

Page 634: ...rview 448 installing the FaxPress client preparing the Terminal Server 51 515 requirements 51 515 international character support 338 international dialing 128 internet faxing configuring 540 IP addre...

Page 635: ...lege levels operator 168 Outlook Direct client side option 53 523 P R paper colors configuration 443 paper source and size for printer 426 Password for Fax Repository account 433 passwords 168 193 PBX...

Page 636: ...280 inbound 287 properties archived faxes 407 Published Appications non standard 50 538 pulse dial line settings 108 135 rack mounting safety considerations 557 Remote Installation 29 restoring the P...

Page 637: ...pository 430 Single Sign On 172 creating user accounts 194 SMB protocol 432 SMTP port 423 sorting archived faxes 407 outgoing faxes 120 SQL database 259 storage reclamation automatic 147 manual 148 su...

Page 638: ...cessing Novell user groups 194 Single Sign On 194 user privileges 168 viewing archived faxes 406 server properites 143 Warranty 559 warranty 559 Web Services SDK 416 Windows based Terminals 537 Xerox...

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