FaxPress™

The Integrated Network Fax Server

Administrator Guide

R
Important Notice
©2007, Castelle®. All Rights Reserved. FaxPress 9.1 Administrator, User, & Email
Gateways Guide
This material is protected by international copyright laws. Reproduction in any form is pro-
hibited without permission.
Castelle is a U.S. Registered Trademark of Castelle. FaxPress™ and Faxmain™ are trade-
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Windows ME®, Windows XP®, Windows 2003®, Microsoft Vista®, Microsoft Word®, Mi-
crosoft Outlook®, Microsoft WordPad®, Microsoft PowerPoint® and Microsoft Excel® are
U.S. Registered Trademarks of Microsoft, Inc. All product names are U.S. Registered
Trademarks or trademarks of their respective owners.
Castelle makes no representations or warranties with respect to the contents or use of this
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fitness for any particular purpose. Castelle reserves the right to change, without notice,
product offerings or specifications and the information in this document. No publication
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or disclosure is subject to the restrictions as set forth in the Rights in Technical Data and
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(2), as applicable. If user is a unit or agency of the United States Government, or if a li-
cense hereunder is acquired pursuant to a contract with any such unit or agency, user
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P/N 61-1281-001C
 Admin Guide > Table of Contents

Table of Contents

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

Introducing the FaxPress 1

About the Castelle FaxPress 9.x CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Electronic Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FaxPress Server Models and Specifications . . . . . . . . . . . . . . . . . . . . . . . . .4
FaxPress 2500 1L . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . .4
FaxPress 2500 . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . .4
FaxPress 5000 . . . . . . . . . . . ..... . . . . . . . . . . . . . . . . . . . . . . . . .4
FaxPress Server Specifications Chart . . . . . . . . . . . . . . . . . . . . . . . . .4
Introducing the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Flashing the FaxPress EPROM (Windows Server 2003 only) . . . . . . . . . . . .9

Installing the Server 11

Installing the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Required Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Optional Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Installing FaxPress Server Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Attaching the FaxPress to your Network . . . . . . . . . . . . . . . . . . . . . . 13
LED Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing the FaxPress Server Software . . . . . . . . . . . . . . . . . . . . . . . . . .15
Windows XP – Important . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Windows Server 2003 – Important . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing the FaxPress Server Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configuring Windows XP for the FaxPress . . . . . . . . . . . . . . . . . . . . . 21
Installing the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Installing the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Installing the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Installing the Client 36

Creating a Remote Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Deploying MSI Packages with Group Policy . . . . . . . . . . . . . . . . . . . . . . . .38
Deploying a new MSI package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Upgrading a Previous MSI Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

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Installing FaxPress Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Installing the Client on Windows Terminal Server . . . . . . . . . . . . . . . . . . .43
About Terminal Server and Citrix MetaFrame . . . . . . .. . . . . . . . . . . 43
About Microsoft Windows Terminal Server . . . . . . . . . .. . . . . . . . . . . 43
About Citrix MetaFrame . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 43
Citrix Published Applications . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 43
Citrix Standard and Non-Standard Published Apps . . . .. . . . . . . . . . . 44
Terminal Server, Citrix, and FaxPress on your Network . . . . . . . . . . . 44
Running the FaxPress Client Setup on Terminal Server .. . . . . . . . . . . 45
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Preparing the Terminal Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Running the Setup - Important Information! . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Setting up the FaxPress Client and DCX Print Driver for Published Applications . . . 48
Adding Outlook Direct Transport to User Profiles . . . . . . . . . . . . . . . . . . . . . . . . 49
Installing on a Novell Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Removing FaxPress from the Terminal Server . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Installing the User Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Installing Software from the Network . . . . . . . . . . . . . . . . . . . . . . . . 53
International (Non-English) Character Support . . . . . . . . . . . . . . . . . . . . .54
Uninstalling the FaxPress Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Installing Add On Products 56

Installing Add-On Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Email Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
MFP (Multi Function Printer) & Scanner Integration . . . . . . . . . . . . . . 57
Third-Party Application Integration . . . . . . . . . . . . . . . . . . . . . . . . . . 58
FaxPress Fax Archive Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Installing Add-On Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
FaxPress + eCopy ShareScan OP Integration. . . . . . . . . . . . . . . . . . . . . . .60
Supported Copier and MFP Devices . . . . . . . . . . . . . . . . . . . . . . . . . 60
Phone Book Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Installation and Configuration Procedures . . . . . . . . . . . . . . . . . . . . . 61
Shared Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Individual Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
FaxPress + EFI SendMe Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
HP9100C Scanner Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Configuring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Ricoh GlobalScan 2.0 Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Installation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Step 1: Welcome dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Step 2: Copy dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

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Step 3: Installation Complete dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Administration Guide . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . 74
FaxPress Service Configurations . . . . . . . . . . . . ..... . . . . . . . . . . 75
User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . 77
From / Subject Form . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . 78
New Recipient Form . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . 79
Group – Selecting External Phone Book Group . . . ..... . . . . . . . . . . 80
Selecting Recipients Form an External Phone Book Group . . . . . . . . . . 81
Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... . . . . . . . . . . 82
FaxPress Authenticated Service . . . . . . . . . . . . . ..... . . . . . . . . . . 83
Sharp OSA Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Installing the connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Setting the default phonebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
One-Click Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

FaxPress: An Introduction 94

Activating the FaxPress Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

FaxPress: An Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96
Starting FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Logging into FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Locating a Remote FaxPress Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Setting the Supervisor Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

Configuring the FaxPress 100

Advanced Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Supported Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Automatic Routing: PBX and FaxPress Integration . . . . . . . . . . . . . . . . .103
Preparing your PBX System for Automatic Fax Routing . . . . . . . . . . . . . . . . . . . 103
Configuring the FaxPress for PBX Integration . . . . . . . . . . . . . . . . . . . . . . . . . 104
Receiving Faxes without a Mailbox ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Configuring the DID Timeout Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
DTMF Automatic Fax Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Configuring the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108
Dialing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116
Internet Faxing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Creating an Internet Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Receiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Line Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122
Load Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Load Sharing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

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NDS Requirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

NT Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Configuring Load Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Benefits of Load Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Server Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127
Storage Reclamation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
User Authentication (Novell Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Accessing Novell Users with Single Sign On (SSO) . . . . . . . . . . . . . . 130
FaxPress Authentication Methods . . . . . . . . . . . . . . . . . . . . . . . . . . 130
SSO Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Serial Number Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Global Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Automatic Creation of Mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Selecting User Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Enable Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Administrator Utilities 135

Administrator Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136

Accessing the Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . 136
Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
FP Configurator for IPX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138
Moving a FaxPress Server . . . . . . . . . . ................... . . . . . . . . . . 138
Troubleshooting Support . . . . . . . . . . . ................... . . . . . . . . . . 138
Setting the Network Packet Type . . . . . ................... . . . . . . . . . . 139
Changing the FaxPress Server Password ................... . . . . . . . . . . 140
Converting FaxPress 3.x Phone Books to FaxPress 4.x Phone Books . . . . . . . . . . 140
FP Configurator for TCPIP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142
Moving a FaxPress Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Setting the Network Packet Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Changing the FaxPress Server Password . . . . . . . . . . . . . . . . . . . . . 144
Importing Network Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
Inbound Production Faxing: The FaxPress DropFax Utility . . . . . . . . . . .147
Line Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
Stopping the Line Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
FaxPress User Duplication Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Creating User Accounts 151

Configuring the User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152

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Setting the User Account Properties . . . . . . . . . . . . . . . . . . . . . . . . 153

Setting Outgoing Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Time to Send section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
After Sending Fax section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Fax Approval section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Advanced button: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Retries section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Resolution section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Setting Incoming Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Setting Printer Configuration Properties . . . . . . . . . . . . . . . . . . . . . 158
Default Print Queue section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Paper in Tray section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Scale section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Resolution section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Printer Type section: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Setting the Archive Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Network Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Creating User Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163
User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Authenticating Users/Single Sign On . . . . . . . . . . . . . . . . . . . . . . . 163
Setting and Erasing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Default FaxPress User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Importing Users 167

Importing Microsoft Exchange Users . . . . . . . . . . . . . . . . . . . . . . . . . . . .168

Importing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Setting User Passwords – Important . . . . . . . . . . . . . . . . . . . . . . . 169
Novell Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
Assign Users to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Create a User Properties Template . . . . . . . . . . . . . . . . . . . . . . . . . 170
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Remove Network Association option . . . . . . . . . . . . . . . . . . . . . . . . 171
Using Microsoft Active Directory Services . . . . . . . . . . . . . . . . . . . . . . . .173
Installing ADSI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Importing NT Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Creating Cover Pages 175

Creating Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Word-based vs. PCL Based Cover Pages . . . . . . . . . . . . . . . . . . . . . 176

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Cover Page Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Personal and Corporate Cover Pages . . . . . . . . . . . . . . . . . . . . . . . 177
International (Non-English) Character Support . . . . . . . . . . . . . . . . 178
Creating Cover Pages with Microsoft Word . . . . . . . . . . . . . . . . . . . . . . .179
Customizing a Cover Page Template . . . . . . . . . . . . . . . . . . . . . . . . 179
Publishing a Default Corporate Cover Page . . . . . . . . . . . . . . . . . . . 181
Publishing Optional Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Cover Pages for International Character Support . . . . . . . . . . . . . . . 182
Cover Page Template from a Blank Document . . . . . . . . . . . . . . . . . 182
Cover Page From a Blank Document . . . . . . . . . . . . . . . . . . . . . . . . 184
Creating Cover Pages with the PCL Cover Page Editor . . . . . . . . . . . . . . .187
Create a Cover Page Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Importing Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Add Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Sample Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Save Cover Page Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Downloading the Cover Page to the FaxPress Server . . . . . . . . . . . . 190

FaxPress Administrator Folders 192

FaxPress Administration Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Unaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Logged In Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Internet Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Bill back Code Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Product Activation Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Corporate Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Configuring Fax Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195
Define Approval Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Select Approvers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Approve Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Configuring Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197
Creating Corporate Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198
Create FaxPress Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Create a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Import a Phone Book File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Export FaxPress Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

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ODBC Database Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Create Phone Book Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Create Table Joins ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Build Fax Numbers ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Make Views Visible ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Defining Bill Back Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204
Importing Bill Back Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Exporting Bill Back Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Managing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205
Viewing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
To Save Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Printing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Product Activation Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Fax Reporting 208

Fax Reporting 209

Fax Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .210

Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211
Generating Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . 211
System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .212
Generating System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Developing Custom Software 213

Developing Custom Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

FaxPress Drop Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215
The Drop Directory Configuration File - jobqueue.cfg . . . . . . . . . . . . 215
Drop Directory Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Job Control Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Example: Job Control File containing Fax Data . . . . . . . . . . . . . . . . . 220
Example: The Fax Data separate from the Job Control File . . . . . . . . 220
Job Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Job Notice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
FaxPress Software Developers’ Kit (SDK) . . . . . . . . . . . . . . . . . . . . . . . .222
Castelle SimpleFax Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Castelle Programming Interface (CPI) . . . . . . . . . . . . . . . . . . . . . . 223

Microsoft Integration 225

Microsoft Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .226

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Sending Faxes Using the Send To Castelle FaxPress Option . . . . . . . . 227

Sending Faxes Using Word Faxing . . . . . . . . . . . . . . . . . . . . . . . . . 227

Archiving Faxes 229

Archiving Faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230

Configuring the FaxPress Archive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232
Select Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Select Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Configure Microsoft Access Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Configure MS SQL Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Continue FaxPress Archive Configuration... . . . . . . . . . . . . . . . . . . . 233
Information Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237
Incoming Fax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Outgoing Fax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Transmitted Log Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Received Log Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
FPFaxInfo Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
FP Users Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
FP Job Type Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
FP File Info Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
FP UNC Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
FPMiscInfo Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
FPBillback Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
FPTransactInfo Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
FPReserved Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Archive Table Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Installing FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246
Managing Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247
Locating your Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Filtering Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Filtering Archived Sent Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Filtering Archived Received Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Managing Saved Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .252
Preparing to Install the Archive Service. . . . . . . . . . . . . . . . . . . . . . . . . .253
Environment Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Operating System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Creating a User Account for the FaxPress Archive . . . . . . . . . . . . . . 254
Starting Archive Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .256
Troubleshooting the Archive Service . . . . . . . . . . . . . . . . . . . . . . . . . . . .257
Problems After Installing the Archive Service . . . . . . . . . . . . . . . . . 257
Problems Accessing the Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

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Why Can’t I See My Archived Faxes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Updating FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259
Changing the Archive Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Updating the Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Using FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .260
Creating Archived Transaction Log Filters . . . . . . . . . . . . . . . . . . . . 260
Filtering Archived Received Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Filtering Archived Transmitted Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . 261

Connecting to GoldMine 263

Automated Faxing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .264

Configuring FaxPress Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265
Creating Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266
Connecting to GoldMine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .267
Preparing for the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .268
Before Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Installing the Goldmine to FaxPress Link . . . . . . . . . . . . . . . . . . . . . 268
Installation Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Sending Faxes from GoldMine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .270
Faxing with the FaxPress Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Faxing Merged Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Merging from MS Word . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Faxing to a Single Contact from MS Word . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Uninstalling the Goldmine to FaxPress Link . . . . . . . . . . . . . . . . . . . . . . .272
Updating GoldMine Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .273
Updating Templates from within MS Word . . . . . . . . . . . . . . . . . . . . 273
Updating Templates from within GoldMine . . . . . . . . . . . . . . . . . . . 273

Setting Up the Xerox Gateway 274

Configuring the FaxPress Xerox Interface . . . . . . . . . . . . . . . . . . . . . . . .275

Creating the Fax Repository Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . .278
Installing the FaxPress Xerox Interface Software . . . . . . . . . . . . . . . . . .280
Installing and Configuring Xerox Print Drivers . . . . . . . . . . . . . . . . . . . .281
Setting up the Xerox Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .284
Supported Xerox Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Required Installation and Configuration Procedures . . . . . . . . . . . . . 286
Assigning FaxPress Users for Each Fax Repository . . . . . . . . . . . . . . 287
Sending Test Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

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Appendix 288

32-Bit ODBC Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .289

Microsoft’s Data Access Objects (DAO) 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Windows 95 only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Windows 95, 98 and NT 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Registering DAO 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Check Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Add a New Data Source Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .294
Changing the FaxPress Fuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Red Alert LED and the Green LED Do Not Flash after Powering Up . . . 294
Red Alert LED is On and Green LED is Off . . . . . . . . . . . . . . . . . . . . 295
Both LEDs Go Out During the Boot Sequence . . . . . . . . . . . . . . . . . 295
Neither 10BT nor 100BT LED Turns On . . . . . . . . . . . . . . . . . . . . . . 296
Red Alert LED and Green LED Are Both Off . . . . . . . . . . . . . . . . . . . 296
Green LED and Red Alert LED are Both On . . . . . . . . . . . . . . . . . . . 296
Green LED On and Red Alert LED is Flashing . . . . . . . . . . . . . . . . . . 297
Red Alert LED is Flashing and Green LED is Off . . . . . . . . . . . . . . . . 297
Both the Green LED and Red Alert LED are Flashing . . . . . . . . . . . . . 297
Queued Faxes Not Becoming Ready or Active . . . . . . . . . . . . . . . . . 298
Ready Faxes Not Becoming Active . . . . . . . . . . . . . . . . . . . . . . . . . 298
Faxes Becoming Failed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Image File Corruption with Windows XP and Windows Server 2003 . . 299
FaxPress Cannot Receive Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Incoming Faxes Do Not Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
FaxPress File Server Directory Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . .301
Agency Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .302
Facility Interface & Service Order Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Déclaration FCC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Avertissement sur l’inscription CE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Mesures de securité : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Tension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Source de courant : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Cordon d’alimentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Mise en garde . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Voltage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Courant Electrique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Cable Electrique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Mise en Garde: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Discontinued FaxPress Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .308
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
Connecting the FaxPress 7500 DID to your DID Trunk . . . . . . . . . . . . . . . . . . . 309
To connect the FaxPress 7500’s DID converter to both your DID trunk and
the FaxPress’ fax line interface, follow these steps: . . . . . . . . . . . . . 310

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DID Setup Tips . . . . . . . . . . . . . . . . . . . ....... . . . . . . . . . . . . 311

DID & CTPX Interface Technical Data . . . . ....... . . . . . . . . . . . . 312
Before You Begin . . . . . . . . . . . . . . . . . . ....... . . . . . . . . . . . . 312
Connecting the FaxPress 7500 E&M to your E&M PBX . . . . . . . . . . . . 313
E&M Setup Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
E&M Type I Lead States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Two Wire E&M Type I Wiring Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Configuring Mailbox IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Receiving Misaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Configuring the Timeout Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Issue: The FaxPress is receiving incoming faxes but they do not go to any of the indi-
vidual fax boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Issue: FaxPress cannot send outgoing faxes . . . . . . . . . . . . . . . . . . . . . . . . . . 320
DID and E&M Interface LEDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
FaxPress 7500 Fax Server LEDs . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
FCC Part 68 Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Direct Inward Dialing (DID) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
E&M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
FCC Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Electrical Safety Advisory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
UL Safety Requirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
FaxPress Support Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .326
Hardware Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Software Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Castelle’s Customer Services Web Site . . . . . . . . . . . . . . . . . . . . . . 326
Hardware Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Software Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Support Services Terms and Conditions . . . . . . . . . . . . . . . . . . . . . . . . . .328
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .331
North America . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Hours of Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Castelle UK and Europe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Index I

FaxPress Administrator Guide xi

FaxPress Administrator Guide

Introducing the FaxPress

Admin Guide > About the Castelle FaxPress 9.x CD-ROM

About the Castelle FaxPress 9.x CD-ROM

The Castelle FaxPress 9.x CD-ROM provides:
„ FaxPress 9.x server software (See Installing the Server on page 11)
„ FaxPress 9.x Administrator client software (See Installing FaxPress Clients on page
41)
„ FaxPress 9.x User client software (See Installing the User Client on page 52)
„ Administration Tools (See Administrator Utilities on page 135)
„ Documentation (See Documents on page 137)
„ Add On Products (See Installing Add On Products on page 56)

2
 Admin Guide > Documentation

Documentation
Castelle offers both electronic and printed versions of the FaxPress documentation.

Electronic Documentation
Castelle provides electronic versions (WebHelp) of the FaxPress Getting Started Guide,
Administrator Guide, Email Gateways Guide, User Guide, as well as additional Fax-
Press-related documentation:
„ in the Documents folder on the Castelle FaxPress CD
„ in the Administration Tools folder, an optional component of the FaxPress Client for
Administrators installation.
„ on the Web. If your workstation has an Internet connection and the FaxPress client
installed, you can access this documentation right from your desktop by going to:
Start>Programs>FaxPress>Documents on Web
or:
http://www.castelle.com/webhelp/fp9/

FaxPress Administrator Guide 3

Admin Guide > FaxPress Server Models and Specifications

FaxPress Server Models and Specifications

The FaxPress product line ranges from a single line FaxPress SBE for the small office to the
8-line FaxPress 7500 for high volume fax traffic. All FaxPress server models are designed
for NT and NetWare network environments. The units can be configured to support TCP/
IP protocol for NT environments and IPX/SPX protocol for NetWare environments. A multi-
protocol key is available that allows the unit to support login from both protocols for client
workstations. Call your Castelle representative for more information regarding the multi-
protocol feature. This section provides additional information about each FaxPress server
model. A features chart is provided at the end of the chapter.

FaxPress 2500 1L
The FaxPress 25001L is designed for small to medium size networks with medium fax traf-
fic. The unit has a single Motorola Cold Fire CPU5102 microprocessor, 8MB of RAM, 0.5 MB
flash ROM, and one 14,400 kbps fax modem. Email Gateways to support fax and email
integration are included with the 2500 1L.

FaxPress 2500
The FaxPress 2500 is designed for small to medium size networks with medium fax traffic.
The unit has a single Motorola Cold Fire CPU5102 microprocessor, 8MB of RAM, 0.5 MB
flash ROM, and two 14,400 kbps fax modems. Email Gateways to support fax and email
integration are included with the 2500.

FaxPress 5000
There are two types of FaxPress 5000 servers: a 4 line and an 8 line. The FaxPress 5000
is designed for medium-to-heavy fax traffic. The FaxPress 5000 features a Motorola Cold-
Fire CPU 5102 for network interface and file format conversion and one Motorola ColdFire
CPU 5102 for every four fax modems. The network interface is Ethernet 10/100 BASE-T.
The memory consists of 16 MB or 32 MB DRAM and 0.5 MB FLASH ROM for the firmware.
Each fax board consists of four fax modems and is equipped with additional 1MB of mem-
ory to handle large fax loads. Email Gateways to support fax and email integration are in-
cluded with the 5000.

Note: For information on the discontinued FaxPress Small Business Edition

(SBE), as well as the discontinued FaxPress 7000 and 7500 fax servers, see
Discontinued FaxPress Products on page 308.

FaxPress Server Specifications Chart

The following chart provides important information regarding the FaxPress servers and
their specifications.
Function/Feature FP SBE FP 2500 FP 5000
Number of Fax Modems 1 line 2 lines 4 or 8 lines
Processor 1 Motorola 5201 1 Motorola 5201 2 or 3 Motorola 5201
ColdFire processor ColdFire processor ColdFire processors

4
 Admin Guide > FaxPress Server Models and Specifications

Function/Feature FP SBE FP 2500 FP 5000

Processor Speed 33 MHz 33 MHz 33 MHz and 16 MHz

Recommended Number of Users 5 - 50 5 - 100 5 - 500

Memory Configuration 8MB 8MB 32 MB
Network Topology Ethernet Ethernet Ethernet
Network Speed 10/100BaseTauto- 10/100BaseTauto- 10/100BaseTauto-
selection selection selection
Email Integration Not Included Standard Standard
Automatic Routing Support Yes Yes Yes
NetWare 3/4/5/6 Yes Yes Yes
Microsoft Windows NT/2000/2003/ Yes Yes Yes
XP/ME/Vista
Linux (Samba enabled) Yes Yes Yes
NT Terminal Server Support Yes Yes Yes
Ethernet Protocol Supported IEEE 802.2/802.3 IEEE 802.2/802.3 IEEE 802.2/802.3
802.2 SNAP Ethernet 802.2 SNAP Ether- 802.2 SNAP Ethernet
II type 8137 net II type 8137 II type 8137
Fax Lines 1 2 4 or 8
Dialing Method Tone or pulse Tone or pulse Tone or pulse
Modem Chip Rockwell R144EFXL Rockwell R144EFXL Rockwell R144EFXL

Modem Transfer rate 14,400 bps 14,400 bps 14,400 bps

Dedicated Modem Memory N/A N/A 1 MB per 4 modem
lines
Fax Compatibility ITU-T Group III, T.4, ITU-T Group III, T.4, ITU-T Group III, T.4,
T.30 T.30 T.30
Parallel ports 1 1 1
Power Supply External 9 VDC External 9 VDC Internal 90 ~
250VAC autoswitch-
ing
Frequency 50 or 60 Hz 50 or 60 Hz 50 or 60 Hz
Maximum power 9 Watts 9 Watts 40 Watts
Height 1.5 2.2 3.12
Width 8.95 8.95 12
Depth 6.1 6.4 12
Weight 1.15 lbs 1.26 lbs 10 lbs

FaxPress Administrator Guide 5

Admin Guide > Introducing the FaxPress

Introducing the FaxPress

Castelle’s FaxPress network fax servers offer a variety of easy-to-use, economical ap-
proaches to network faxing in one reliable server appliance. A complete hardware and soft-
ware solution, FaxPress requires only 40 MB of disk space for file storage on an existing
server or workstation.
Specifically designed to help reduce communication costs and facilitate efficient, error-free
information exchange with your customers, suppliers and staff, the FaxPress takes care of
your fax jobs faster, more accurately and less expensively than any standalone fax ma-
chine, allowing both local and offsite users to send, receive, and manage faxes directly
from their workstations.
The time, labor, and money saving features FaxPress offers include:
„ faxing straight from desktop applications
„ fax management and transmission tracking (i.e. fax history, sender, time sent,
destination address, bill-back codes, etc)
„ fax reporting
„ fax status notification features
„ outstanding fax quality and document legibility
„ attachment and formatting options
„ flexible inbound fax routing to groups’ or individuals’ fax or email boxes
„ document delivery to both fax and email recipients simultaneously
„ immediate or scheduled broadcast/batch faxing; scheduling faxes for off-peak
hours dramatically reduces document delivery costs
„ increased confidentiality and security; incoming faxes can be routed directly to the
recipient’s desktop
„ fax archiving
„ least-cost fax routing to minimize telephone charges
„ load sharing, for efficient high volume fax transmission.
As a dedicated network fax server, the FaxPress uses a multitasking microprocessor to
manage the resources used for faxing operations. The microprocessor manages the Fax-
Press’ outgoing fax and print queues stored on the network file server, monitors and man-
ages the modems, rasterizes outgoing faxes, and sends incoming faxes to the database.
FaxPress, the FaxPress Windows-based administration utility, can be used both to manage
FaxPress users and administer FaxPress units, as well as send and receive faxes. The most
frequent administrative functions FaxPress performs include, but are not limited to:
„ Adding and deleting users
„ Setting user properties
„ Configuring FaxPress server properties
„ Managing outgoing and incoming job queues

6
 Admin Guide > Introducing the FaxPress

„ Managing phone books & cover pages

„ Sending & Receiving Faxes
FaxPress comes with a complete set of Windows-based client software utilities and drivers
to allow users to easily send and receive faxes from their workstations. Depending on us-
ers’ preferences, there are five different ways to send and receive faxes using FaxPress:
„ Sending and receiving faxes using the FaxPress software utility
„ Sending faxes from within any third party Windows application
„ Sending and receiving faxes via your email system, e.g., Outlook, Lotus Notes,
GroupWise.
„ Sending and receiving faxes using your customized application software based on
FaxPress APIs
„ Production faxing using FaxPress Drop Directories
„ Sending and receiving faxes from both personal and corporate phone books
Congratulations on the purchase of your FaxPress network fax server, and thanks for
choosing Castelle.

FaxPress Administrator Guide 7

Admin Guide > Package Contents

Package Contents
The FaxPress shipment contains:
„ A FaxPress SBE, FaxPress 2500 or FaxPress 5000
„ A Castelle FaxPress 9.x CD-ROM
„ A power cable
„ A printed FaxPress Getting Started Guide.

8
 Admin Guide > Flashing the FaxPress EPROM (Windows Server 2003 only)

Flashing the FaxPress EPROM (Windows Server 2003 only)

The FaxPress server’s EPROM contains firmware allowing the unit to log on to the Master
File Server and download the FaxPress system files. This EPROM is used during the initial
boot sequence and not during further operation of the FaxPress. For the FaxPress 9.x serv-
er software to be installed on Windows Server 2003, the FaxPress EPROM must first be
flashed.

Note: Windows Server 2003 support is available for FaxPress SBE, FaxPress
2500, FaxPress 5000, and FaxPress 7000 and 7500 only.

The FaxPress 9.x flash utility, FP Flash for TCPIP, is located in the FPFlash directory on the
FaxPress 9.x CD.
To upgrade your FaxPress server’s EPROM using the 9.x FP Flash for TCPIP utility, follow
these steps:
1. If you have a new FaxPress unit not yet installed on your network, temporarily in-
stall the FaxPress server software on a Windows 2000/NT/XP system. (The EPROM
must first be flashed and upgraded before you run the "real" server software install
on your Windows Server 2003 system.) If FaxPress is already installed on your
network, this does not apply.
2. Confirm the FaxPress server (any 5.x or 6.x or 7.0 version) is installed and oper-
ational, with a solid green status LED.
3. From the same network segment, find a Windows based workstation to run the
EPROM flash utility.
Place the FaxPress 9.x CD in your CD-ROM drive.
4. Browse to the FPFLASH directory, and open the FP FLASH for TCPIP utility.
5. In the FaxPress Name field, type the FaxPress unit IP address, and click the Find
BIN File button.
6. Select the BIN file associated with your FaxPress unit, and click OK.
The BIN files correspond to specific FaxPress units as follows:
„ 2500-eth.bin for FaxPress 2500
„ SBE-eth bin for FaxPress SBE
„ 5000-eth.bin for FaxPress 5000, 7000, and 7500
Only these FaxPress BIN files and servers support Windows Server 2003, although
additional units and BIN files are listed.
7. Confirm you’ve selected the correct BIN file for your FaxPress server, then click
Flash.
8. The upgrade process takes several minutes. When it’s finished, read the status
message, click OK, and Exit.

FaxPress Administrator Guide 9

Admin Guide > Flashing the FaxPress EPROM (Windows Server 2003 only)

9. You are now ready to install your FaxPress software version 9.x on your Windows
2003 server.

Note: If the BIN file does not seem to be flashing correctly, this can be
corrected in some cases by copying the BIN file to your local drive and turning
off the "read only" attribute. Then return to step 6, this time selecting the copy
of the BIN file you have just created on your local drive. If you continue to have
problems, please contact Castelle Technical Support.

10
FaxPress Administrator Guide

Installing the Server

Admin Guide > Installing the Server

Installing the Server

Required Setup Procedures

Setting up the FaxPress server for basic operation requires you to:
1. Connect the FaxPress server to your network and phone system. (See Installing
FaxPress Server Hardware on page 13.)
2. Power on the FaxPress. (See Attaching the FaxPress to your Network on page 13.)
3. Install the FaxPress 9.x Server Software. (See Installing the FaxPress Server Soft-
ware on page 15.)
4. Install the FaxPress Client for Administrators on a network workstation. (See In-
stalling FaxPress Clients on page 41.) The FaxPress Client for Administrators pro-
vides FaxPress, the Windows-based FaxPress administration and fax transaction
utility. You’ll use FaxPress for configuring the FaxPress server, as well as creating
and configuring users.
5. Activate the FaxPress 9.x software with the Software Activation Key. (See Install-
ing the Server on page 11 or FaxPress Administrator Folders on page 192.)
6. Configure the FaxPress server’s Line Settings and Dialing Properties. (See Basic
Configuration on page 108.)
7. Send and receive a test fax using one of the three generic, pre-created FaxPress
Premier accounts (Supervisor, Guest, and Unaddressed) to confirm the FaxPress
server is operational. (See Sending and Receiving a Test Fax on page 114.)
8. Install the FaxPress Client for Users on the user workstations. (See Installing Fax-
Press Clients on page 41 and Installing the Client on page 36.)
9. Create and configure new FaxPress users. (See Creating User Accounts on page
151.)

Optional Setup Procedures

After the FaxPress is up and running, you may decide to:
„ Join the FaxPress to the network domain. This procedure enables Single Sign On for
Windows, and applies only to Microsoft Windows networks. (See Authenticating
Users/Single Sign On on page 163.)
„ Install the FaxPress Archive. (See Archiving Faxes on page 229.)
„ The FaxPress Email Gateways. (See the FaxPress Email Gateways Guide.)

12
 Admin Guide > Installing FaxPress Server Hardware

Installing FaxPress Server Hardware

Each FaxPress server contains all of the hardware required to concentrate network faxing
into a single location:
„ 10/100BASE-T network interface connections
„ 14.4k bps fax modem with configurable fax line connections
„ Intelligent microprocessor
„ Serial and parallel printer ports

Attaching the FaxPress to your Network

To attach the FaxPress server to your network, follow these steps:
1. Connect the network cable to the FaxPress server. FaxPress Ethernet servers use
an RJ-45 connector for 100BASE-T topology.

Note: If you are installing the FaxPress server in an NT environment, you must
assign the FaxPress a unique IP address. To configure the FaxPress with an IP
address, place the unit on the same network segment as the configuring
workstation. The installation program allows you to assign the FaxPress server
an IP address. If you want the FaxPress on a different segment, install the
software first, then use the FaxPress Administrative Tools to configure the
FaxPress with an IP address for the segment you want to move the unit to.
Refer to Administrator Utilities on page 135, for instructions on changing the
FaxPress’ IP address.

2. Connect the fax lines to the FaxPress server.

3. If you are connecting a printer to the FaxPress server, connect the printer cable to
the appropriate printer port.
4. Plug the power cable into the FaxPress server.
5. Plug the power cable into a power source. On 5000 and 7000 units, set the power
switch to ON.
When the unit is powered on, the red and green LEDs flash through a power-on sequence
for about 15 seconds. The red LED remains illuminated after the sequence completes. This
indicates that the FaxPress server is functional but is not communicating with the network.
Install the FaxPress server software to establish network communication.

LED Indicators
All FaxPress models have the same set of LED indicators, positioned either on the front
(SBE) or on the back (2500, 5000, 7000/7500) of the unit. The LEDs indicate FaxPress

FaxPress Administrator Guide 13

Admin Guide > Installing FaxPress Server Hardware

status and network activity, and are a useful troubleshooting tool. For more information
regarding using the LEDs for troubleshooting, see Interpreting LEDs on page 294.
The Alert LED is normally OFF. A RED Alert LED indicates the unit:
„ is not currently connected.
„ is not properly installed.
„ has, if GREEN Ready light is also present, a job in the print queue.
The Ready LED is normally GREEN, and indicates the FaxPress unit is communicating with
the network.
The 100 BaseT LED is AMBER if the LAN connector is using 100 BaseT. Otherwise, the
100 BaseT LED is OFF.
The 10 BaseT is AMBER if the LAN connector is using 10 BaseT. Otherwise, the 100 BaseT
LED is OFF.
The LAN LED normally flashes GREEN intermittently, indicating network activity.
The Data/Line LED is GREEN while sending a fax, indicating the fax modem’s activity.

14
 Admin Guide > Installing the FaxPress Server Software

Installing the FaxPress Server Software

FaxPress 9.x Software Activation Key

The FaxPress server’s FaxPress 9.x software must be activated with a Software Activation
Key, determined by your FaxPress unit’s serial number, to enable the FaxPress 9.x soft-
ware and any associated FaxPress email gateways to function. The FaxPress 9.x email
gateways - the Outlook Direct, Exchange Connector, Lotus Notes, and SMTP Gateways -
are available with the FaxPress 2500, 5000, 7000 and 7500. The FaxPress 9.x email gate-
way versions are not an option with the FaxPress Small Business Edition (SBE) unit.
Castelle provides three ways to access the Product Activation Key page and obtain your
FaxPress unit’s key code. The first is available during the FaxPress server software instal-
lation; the second is available after the FaxPress Supervisor or User client software instal-
lation has installed the FaxPress utility; the third is available at any time by going directly
to the Product Activation Key Request page on the Castelle web site.
For customers with no Internet access or who have questions regarding the Product Acti-
vation procedure, please contact Castelle’s Order Administration Department at 1-408-
852-8056, or email [email protected].
The Software Activation Key access options are as follows:
1. In the activation code screen at the end of the Castelle FaxPress 9.x server soft-
ware installation, the Obtain Key from Web button allows you to go to the Prod-
uct Activation Key Request page on Castelle’s web site to obtain your unit’s key
code. Once you have the 16-digit Product Activation Key code, enter it exactly
as given in the Product License Key field. Include all hyphens, exclude spaces,
and click Continue.
2. If you choose the Skip button option during the FaxPress server software instal-
lation, the FaxPress 9.x software must be activated using the FaxPress utility in-
stalled during the client software installation. The FaxPress utility will give you the
option of enabling either a temporary, 30-day evaluation, or acquiring your unit’s
Product Activation Key code and fully activating the FaxPress 9.x software and as-
sociated email gateways.
To use the FaxPress utility to access Castelle’s Product Activation Key request page and
obtain your Software Activation Key, follow these steps:
1. Go to the FaxPress’ Software Activation Key directory, then double-click on Fax-
Press 9.x from the Product Name entries on the right.
2. Next, in the License screen, click the Obtain Key from Web button to go to Cas-
telle’s Product Activation Key Request page for your FaxPress unit’s Software Ac-
tivation Key code. Next, select either the License FaxPress or Enable 30 days
evaluation radio button, then enter the 16-digit Activation Key code exactly as
given in the License Key field. Include all hyphens, exclude spaces, and click En-
able.

Operating System Requirements

Run the Castelle FaxPress server software installation from:
„ a Windows 98/ME workstation

FaxPress Administrator Guide 15

Admin Guide > Installing the FaxPress Server Software

„ a Windows NT/2000/2003/XP or 2000/XP Professional/Vista workstation or server

Note: Do not run the installation from a Microsoft Vista system.

Setup will detect the operating system used; the operating system used will determine
your installation options.
Install the FaxPress server software onto workstations or file servers running:
„ Windows 95/98/ME/NT/2000/2003/XP or 2000/XP Professiona editions
„ Novell Netware NDS, Netware 5 or 6 (Pure IP), or Netware Bindery.
„ Linux (Samba enabled) – Linux installation documentation is available on Castelle’s
web site at:
http://www.castelle.com/support/
The server software can also be installed onto the Castelle Storage Server, a network at-
tached storage appliance that provides all the necessary disk space for incoming and out-
going fax messages, databases, and system files, effectively eliminating the need for a file
server.

Installing on Windows 98/ME/2000/2003/XP and NT

The installation software is able to locate a new FaxPress on the network only when the
workstation and the FaxPress server are connected to the same network segment. If you
want to place the FaxPress on a different segment, run the install program first to set up
the FaxPress, then follow the instructions in Moving a FaxPress Server on page 138, to
move the unit to another segment.
If you have a 10BT FaxPress unit and you are in an auto-sensing environment, use a work-
station on the same hub or switch as FaxPress. Try a passive hub or lock the port to 10BT
½ duplex.

Windows XP – Important
If you are installing on a Windows XP workstation, please note whether the workstation is
a member of a domain or workgroup. (System Properties>Network Identifica-
tion>Properties) If the workstation is a member of a workgroup, please see the con-
figuration requirements following the installation. (See Configuring Windows XP for the
FaxPress below) If the workstation is a member of a domain, no additional steps are re-
quired.

16
 Admin Guide > Installing the FaxPress Server Software

Windows Server 2003 – Important

For the FaxPress 9.x server software to be installed on Windows Server 2003, the FaxPress
EPROM must first be flashed according to the steps described in Flashing the FaxPress
EPROM (Windows Server 2003 only) on page 9.

Note: Windows Server 2003 support is available for FaxPress SBE, FaxPress
2500, FaxPress 5000, and FaxPress 7000/7500 only.

Before You Begin

Before installing the FaxPress server software on Windows 98/ME/2000/2003/XP or NT,
please confirm:
1. You have Administrator privileges on the Windows workstation used to run the
FaxPress server software setup, as well as the Windows workstation or server be-
ing used to host the FaxPress – i.e. the target file server – if the two are different.
2. TCP/IP is installed and configured on the workstation.
3. All Windows programs are closed.
4. All anti-virus software is disabled.
5. You’ve allocated static IP addresses for the FaxPress unit and the Master File Serv-
er. The FaxPress unit and the FaxPress’ Master File Server each require static IP
addresses.

Note: Castelle does not support any FaxPress server or client installations with
IP Teaming enabled and also does not support 1 gigabit network cards.

Note: If you are installing the FaxPress server on a remote NT network file
server, you need to add the IP address and remote server name to the hosts
file on the local NT file server or workstation. The full path is:
~\system32\drivers\etc\Hosts\<hosts file>

Installing the FaxPress Server Software

To install the server software on a 98, ME, 2000/2003/XP or NT workstation, follow these
steps:
1. Log onto the shared hard drive on the target file server with system Administrator
privileges. If installing to a drive on a different system, then map a drive to the
location on the remote system where you would like the FaxPress server software

FaxPress Administrator Guide 17

Admin Guide > Installing the FaxPress Server Software

to be located. Make sure you are connected to the remote system with Adminis-
trator privileges.
2. Place the Castelle FaxPress CD-ROM in the drive to run the Castelle FaxPress
Setup.
3. The FaxPress 9.1 release also offers the FaxPress 9.1.5 server and client software
as an added option.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compatible
with any other earlier versions of FaxPress client software.
4. Click Install FaxPress to begin in the installation process. The InstallShield® Wiz-
ard will guide you through the rest of the installation process. When it is complete
the Welcome Screen will be displayed on your screen. Click Next>.
5. Click the Administrator Installation button to install the FaxPress server soft-
ware.

Note: If the FaxPress client has previously been installed on the workstation
you will be prompted with an additional screenshot to either Install FaxPress
Server, or its Add on Products. . ." or "To uninstall the existing FaxPress client".
Choose the first option, "To install the FaxPress Server. . ."

6. To install the FaxPress server, click on the Install FaxPress Server button in the
Select Component installation screen.
7. The next installation screen requires you to choose the kind of network system you
want to install the FaxPress server on. Setup will detect whether the workstation
is running Windows 98/Windows ME, or Windows 2000/2003/Windows NT:
If you’re using Windows 98/ME, select the Windows 98/Windows ME button.
If you’re using Windows 2000, 2003, XP or NT, select the Windows NT/2000/
2003/XP (TCP/IP) button.
8. This XP warning screen will appear, instructing you to read the Configuring XP for
the FaxPress tech note. This information is also provided in the section Configur-
ing Windows XP for the FaxPress below.

18
 Admin Guide > Installing the FaxPress Server Software

9. The Castelle FaxPress Server Installation on Windows NT/2000/2003/XP

screen requires you to click Next>.
10. All shareable drives on your workstation will be displayed in the Select Installa-
tion Drive screen. Highlight the drive you want to use as your FaxPress file server
and click Next>.

Note: If the shared drive you are using is NTFS, the FaxPress server and the
FaxPress client workstations must have full access permission.

11. Enter the FaxPress server serial number in the next installation dialog box, then
click Next>. The serial number is on the bottom of the FaxPress unit.
12. To customize your installation directory location, specify the directory name in the
next screen. Only the root direct path can be changed. The tail path must be
~\Castelle\[Serial_Number], where [Serial_Number] is the number entered in
step 11 above. Click Next>.
13. The FaxPress server name dialog box requires a name for the FaxPress server. This
name identifies the FaxPress in the Login dialog box. The factory default name is
the FaxPress serial number. The new name may be up to 46 characters including
the dash, period and underscore. Do not use the spacebar. Click Continue to dis-
play the IP address installation screen.
14. Enter a valid, unique IP address for the FaxPress server.
The IP address must be valid in the segment to which the FaxPress is currently
connected. If you want to move the FaxPress to another location following instal-
lation, you must reconfigure the IP address after the installation completes and be-
fore you move the unit. The new IP address must be valid in the segment to which
you are moving the FaxPress. See Moving a FaxPress Server on page 138, for in-
structions on how to change the FaxPress IP Address.
Click Next> to display the Gateway IP Address dialog box.
15. If the FaxPress communicates only with other devices connected to the current
network segment, leave the edit box blank. If the FaxPress needs to communicate
across network segments, enter the Gateway IP Address of the segment to
which the FaxPress is connected.
Click Next>.
16. The Summary information will be displayed.
Verify the parameters you selected. If a parameter is incorrect, select Back. The
Back button restarts the process with the selection of the drive partition. If every-
thing is correct, select Continue. The program will copy the files to the network
file server, configure the FaxPress and reset the FaxPress.
17. The FaxPress installation program will now copy all the server software to your file
server.

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Admin Guide > Installing the FaxPress Server Software

18. A License Activation Key, determined by your FaxPress unit’s serial number, is re-
quired to use the FaxPress 9.x software. Click the Obtain key from web button
to retrieve the 13-digit key, enter the key, including all hyphens and excluding
spaces, then click Continue.
Select Skip to enter the key at a later time and enable the FaxPress 9.x software
for a 30-day period.
If you select Skip, the License Activation Key code may be also obtained from the
Activation Key Request page on the Castelle web site, then entered in FaxPress’s
License Activation Key directory (Start>Programs>FaxPress>FaxPress) Dou-
ble-click on FaxPress 9.x from the Product Name entries on the right to bring up
the License Activation Key field. The FaxPress Administrator client must be in-
stalled to access FaxPress’ Software Activation Key folder.
19. A Warning messsage will appear if setup attempts to login to the FaxPress server
and finds that the FaxPress unit is unavailable. Verify that the FaxPress unit is op-
erational, and reboot it if necessary. This message does not indicate any error in
the FaxPress server software installation.

Note: In some cases, if setup takes an especially long time to communicate

with the FaxPress, the above Warning message may be displayed erroneously.
If you suspect this is the case, check the FaxPress server LED status, then try
logging into the FaxPress from a client before rebooting.

20. A Warning message will appear if you select to skip the License Activation Key
process.
21. When the completion message is displayed, click OK to finish the server software
installation.

Note: A post-installation screen will appear recommending you set up the

FaxPress Fax Archive Service and Storage Reclamation. See Archiving Faxes on
page 229 and Storage Reclamation on page 128 for more information.

The server bootup process will first set the new TCP/IP address, then sequence your Fax-
Press server. At the completion, the Alert light should be turned off and your FaxPress
server will return to normal status. This may take a few minutes.
This completes the server setup for Windows NT/2000/2003. If you’re using a Windows
XP workstation logged onto the network as a workgroup rather than domain member,
the workstation must be configured for use with the FaxPress. See Configuring
Windows XP for the FaxPress below for details.

20
 Admin Guide > Installing the FaxPress Server Software

Following the server installation, the FaxPress Administrator client software must be in-
stalled on a network workstation. You’ll use FaxPress, the client software, to configure the
FaxPress and set up user mailboxes. For details on the client setup, refer to Installing Fax-
Press Clients on page 41. Server configuration is described in Configuring the FaxPress on
page 108. For Add On Products information, see Installing Add On Products on page 56.

Configuring Windows XP for the FaxPress

After finishing the FaxPress server installation on a Windows XP machine logged on to the
network as a workgroup member rather than as a domain member, (System Prop-
erties> Network Identification>Properties) you’ll need to configure Windows XP be-
fore the FaxPress will boot properly.
Follow these steps to configure Windows XP for the FaxPress:
1. Right-click on the Castelle directory (C:\Program Files\Castelle), then select
Properties.
2. With the Sharing tab selected, check Allow network users to change my files
in the Network sharing and security section. Click Apply, then OK.
3. Reboot the FaxPress.

Installing on NetWare NDS (IPX/SPX) Server

The FaxPress server software may be installed on a Novell network from either a Windows
98/ME, NT, XP, 2000 or 2003 workstation. The installation software uses the IPX protocol
to locate the FaxPress server on the network. The software installs the database and files
on the target file server and configures the FaxPress server. No other network configura-
tion is required. The FaxPress supervisor can further configure the server using the Fax-
Press client software.
The requirements for installing on NDS are as follows:
„ The target file server or workstation must be a 32 bit Windows platform running
Windows 98/ME, NT/2000/20003/2000 Professional or XP/XP Professional.
„ Novell client 32 needs to be installed on the PC you are installing from.
„ You need to be logged in to NDS with Administrator privileges to the context where
you are installing to. (Castelle installs its directory under the Volume. Make sure you
have NDS Administrator privileges to this location.)
„ Using NDS Manager, please verify that the Master File Server you are trying to
install on has a read\write replica to the root.

Note: If, when installing from an NT workstation to a Novell network,

installation does not find FaxPress, switch to a workstation on the same
segment.

FaxPress Administrator Guide 21

Admin Guide > Installing the FaxPress Server Software

Before installing the FaxPress server software on a Novell NDS network server, please con-
firm the following:
1. You have Administrator privileges on the workstation used to install the FaxPress
server software.
2. You must have Novell NDS Administrator privileges in both the Novell context
where you will be running the FaxPress installation, and also in the context where
the Novell file server used to host the FaxPress is located.
3. You must have an available user license on your Novell NDS context.
4. Make sure that there is an available drive letter for mapping the volume chosen
during the install. The FaxPress server setup will create a temporary drive mapping
to the volume chosen during the installation.
5. Exit all Windows programs.

Installing the Software

To install the FaxPress server software on a Novell NDS (IPX/SPX) network server, follow
these steps:
1. Log onto the NDS tree and file server with Administrator privileges, then place the
Castelle CD-ROM in the drive. The autorun program will launch the Castelle Fax-
Press Setup screen.
2. Click Install FaxPress.
3. The FaxPress 9.1 release also offers the FaxPress 9.1.5 server and client software
as an added option.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compatible
with any other earlier versions of FaxPress client software.
The FaxPress 9.x Project Setup launches the InstallShield® Wizard. The Welcome
Screen will be displayed on your screen.
Click Next> to continue.
4. In the Select Type of Installation screen, select the Administrator Installa-
tion button.
5. In the Select Component screen, select Install FaxPress Server.
6. Select Novell Netware.

22
 Admin Guide > Installing the FaxPress Server Software

7. In the Select Network screen, select the Netware NDS (IPX/SPX) button.
8. The FaxPress Novell NDS Installation Welcome screen is displayed.
Click Next>.
9. Enter the FaxPress server serial number. The serial number is located on the bot-
tom of the FaxPress unit. Setup requires the serial number to locate the FaxPress
server on the network.
10. Select the context that allows you to access the volume in which you want to install
the FaxPress software, then click Next>.
11. Select a volume in which to install the software. Click Next>.

Note: Listings prefixed with + are context names. Selecting a context name
and clicking on Next> or double-clicking on the name causes the program to
display the volumes that are available in the context and other contexts that
can be accessed through the context. The volume you select can be in any
accessible context.

12. Enter a path for the server files.

The files will be installed at the location you specify. You can alter the default path,
but you must retain \castelle at the end of the statement. You cannot change
the (mapped) drive letter.
Select Continue.
13. Enter a name for the FaxPress server.
This name identifies the FaxPress in the Login dialog box. The factory default
name is the FaxPress serial number. You can create a new name using up to 47
characters including the dash, period and underscore. Do not use the spacebar.
Select Continue.
14. The summary table lists the parameters you have chosen for the FaxPress server.
Review the entries. If any parameter is incorrect, select Back to return to the first
parameter dialog box, and re-enter the parameters. If the entries are correct, se-
lect Next>.
15. Setup begins copying files.
16. A License Activation Key, determined by your FaxPress unit’s serial number, is re-
quired to use the FaxPress 9.x software. Click the Obtain key from web button
to retrieve the 13-digit key, enter the key, and click Continue. Select Skip to en-
ter the key at a later time. Selecting Skip will enable the FaxPress 9.x software for
a 30-day period only.
If you select Skip, the License Activation Key code may be also obtained from the
Activation Key Request page on the Castelle web site, then entered in FaxPress’s
License Activation Key directory (Start>Programs>FaxPress>FaxPress) Dou-
ble-click on FaxPress 9.x from the Product Name entries on the right to bring up

FaxPress Administrator Guide 23

Admin Guide > Installing the FaxPress Server Software

the License Activation Key field. The FaxPress Administrator client must be in-
stalled to access FaxPress’ Software Activation Key folder.
17. A Warning message may appear if setup attempts to login to the FaxPress and
finds the FaxPress unavailable. Verify the FaxPress is operational, and reboot if
necessary. This message does not indicate any error in the server software instal-
lation.

Note: In some cases, if setup takes an especially long time to communicate

with the FaxPress, the above Warning message may be displayed erroneously.
If you suspect this is the case, check the FaxPress server LED status, then try
logging into the FaxPress from a client before rebooting.

18. A Warning message will appear if you select to skip the Product Activation Key
process.
19. When the completion message is displayed, click OK to finish the FaxPress Server
software installation.

20. Setup will now load the FaxPress server software and configure and reset the serv-
er. Click OK.
21. The last thing the installation program does is create an NDS default printer queue.
Add this to the appropriate driver to create a default printer for your FaxPress us-
ers.
This completes the server setup. Next, install the FaxPress client on a workstation to con-
figure your FaxPress and to set up user mailboxes. For instructions on the client setup,
refer to Installing FaxPress Clients on page 41.

Note: A post-installation screen will appear recommending you set up the

FaxPress Fax Archive Service and Storage Reclamation. See Archiving Faxes on
page 229 and Storage Reclamation on page 128 for more information.

Installing on NetWare 5 or 6 (Pure IP) NDS Server

Use a workstation on the NDS network to install the FaxPress server software. The instal-
lation software uses the TCP/IP protocol to locate the FaxPress server on the network. The
software installs the database and files on the target file server and configures the Fax-
Press server. No other network configuration is required. The FaxPress Administrator can
further configure the server using the FaxPress client software.
In this mode FaxPress server will use pure TCP/IP protocol to communicate with the Master
File Server. We recommend that you use this mode of the installation only in the following
conditions:

24
 Admin Guide > Installing the FaxPress Server Software

„ You are installing on a NetWare 5 or 6. (Older versions of NetWare supported

"Emulated IP" which used IP packets over IPX/SPX. Not true IP, this mode is NOT
supported.
„ You are using only "pure IP". In mixed environments where both TCP/IP and IPX/
SPX are used, we recommend that you use the regular IPX/SPX installation.

Note: NDPS is not supported. FaxPress will only print to traditional Novell print
queues. If you are using NDPS you need to use a gateway (provided by Novell)
to link between the traditional print queues and NDPS devices.

If you run into any problems, please refer to the Troubleshooting Netware Installations
Tech note on our web site.
Prior to installing the FaxPress server software on a Novell Netware 5 or 6 NDS server,
please confirm:
1. You have Administrator privileges on the workstation used to install the FaxPress
server software.
2. You must have Novell NDS Administrator privileges on the Novell context that you
want to use as the FaxPress file server.
3. You must have an available user license on your Novell NDS context.
4. You can install the FaxPress server software on a Novell network from either a Win-
dows 95, 98/ME, NT, 2000 or 2003 workstation.
5. Make sure that there is an available drive letter for mapping the Novell context.
6. Exit all Windows programs and disable all anti-virus software.

Installing the Software

To install the FaxPress server software on a Novell Netware 5 or 6 NDS server, follow these
steps:
1. Log onto the NDS tree and file server with Administrator privileges.
2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from
your CD ROM drive. The Castelle FaxPress Setup screen will be displayed.
3. The FaxPress 9.1 release also offers the FaxPress 9.1.5 server and client software
as an added option.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page

FaxPress Administrator Guide 25

Admin Guide > Installing the FaxPress Server Software

format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compatible
with any other earlier versions of FaxPress client software.
4. Click Install FaxPress to begin in the installation process. The FaxPress Project
Setup will prepare the InstallShield® Wizard to guide you through the rest of the
installation process. This may take a few moments. When it is complete the Wel-
come Screen will be displayed on your screen.
5. In the Select Type of Installation screen, click on the Administrator Installa-
tion button.

6. Select the Install FaxPress Server button in the Select Component installation
screen.
7. FaxPress 9.1 software also includes the FaxPress 9.1.5 software as an added op-
tion . .
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compat-
ible with any other earlier versions of FaxPress client software.
8. Select Novell Netware.
9. In the Select Network installation screen, select NetWare 5/6 NDS (Pure IP).
10. At the FaxPress Netware Installation Welcome screen, click Next>.
11. Enter the FaxPress server serial number.
The serial number can be found on the bottom of the FaxPress unit. The installation
program requires the serial number to locate the FaxPress server on the network.
Be sure to use the correct serial number.
Click Next>.
12. The FaxPress Setup dialog box for selecting the context appears.
Select the context that allows you to access the volume in which you want to install
the FaxPress software, then click Next>.
13. Select a volume in which to install the software.

26
 Admin Guide > Installing the FaxPress Server Software

Click Next>.

Note: Listings prefixed with + are context names. Selecting a context name
and clicking on Next> or double-clicking on the name causes the program to
display the volumes that are available in the context and other contexts that
can be accessed through the context. The volume you select can be in any
accessible context.

14. If setup detects that the file server supports both IPX/SPX and Pure IP, the follow-
ing window will appear.
15. Enter a path for the server files.
The files will be installed at the location you specify. You can alter the default path,
but you must retain \castelle at the end of the statement. The (mapped) drive
letter must not be changed.
16. Enter a name for the FaxPress server. You can create a new name using up to 46
characters including the dash, period and underscore. The default name is the Fax-
Press serial number.

17. In IP mode, the FaxPress unit requires a static IP address. Enter a static IP ad-
dress, then click Next>.
18. If the FaxPress communicates only with other devices connected to the current
network segment, leave the edit box blank. If the FaxPress needs to communicate
across network segments, enter the Gateway IP Address of the segment to
which the FaxPress is connected.
Click Next>.
19. The summary table lists the parameters you have chosen for the FaxPress server.
Review the entries.
20. If any parameter is incorrect, select Back to correct, or select Next> to continue.
21. A License Activation Key, determined by your FaxPress unit’s serial number, is re-
quired to use the FaxPress 9.x software. Click the Obtain key from web button
to retrieve the 13-digit key, enter the key, an click Continue. Select Skip to enter
the key at a later time. Selecting Skip will enble the FaxPress 9.x software for a
30-day period only.
If you select Skip, the License Activation Key code may be also obtained from the
Activation Key Request page on the Castelle web site, then entered in FaxPress’s
License Activation Key directory (Start>Programs>FaxPress>FaxPress) Dou-
ble-click on FaxPress 9.x from the Product Name entries on the right to bring up
the License Activation Key field. The FaxPress Administrator client must be in-
stalled to access FaxPress’ Software Activation Key folder.
22. A Warning messsage may appear if setup attempts to login to the FaxPress serv-
er, and finds that the FaxPress unit is unavailable. Verify that the FaxPress unit is

FaxPress Administrator Guide 27

Admin Guide > Installing the FaxPress Server Software

operational, and reboot it if necessary. This message does not indicate any error
in the FaxPress server software installation.

Note: In some cases, if setup takes an especially long time to communicate

with the FaxPress, the above Warning message may be displayed erroneously.
If you suspect this is the case, check the FaxPress server LED status, then try
logging into the FaxPress from a client before rebooting.

23. This Warning message will appear if you select to skip the Product Activation Key
process.
24. When the completion message is displayed, click OK to finish the FaxPress Server
software installation.
The server bootup process will first set the new TCP/IP address, then sequence
your FaxPress server. At the completion, the Alert light should be turned off and
your FaxPress server will return to normal status. This may take a few minutes.
25. The program will load the FaxPress server software and configure and reset the
FaxPress server.
26. Setup creates an NDS default printer queue as the last step of the installation.
Click OK. Add this to the appropriate driver to create a default printer for your Fax-
Press users. This completes the server setup. The FaxPress client software must
be installed on a workstation to configure the FaxPress for use with your NetWare
NDS server.
This completes the server setup. You must install the FaxPress client software on a work-
station to configure your FaxPress and to set up user mailboxes. For instruction on the cli-
ent setup, refer to Installing FaxPress Clients on page 41. Server configuration is described
in Configuring the FaxPress on page 108. For Add On Products information, see Installing
Add On Products on page 56.

Note: A post-installation screen will appear recommending you set up the

FaxPress Fax Archive Service and Storage Reclamation. See Archiving Faxes on
page 229 and Storage Reclamation on page 128 for more information.

Installing on NetWare Bindery Server

FaxPress supports the Novell IPX network protocol. This lets you use any network work-
station, preferably 95/98 for Novell installs, running IPX to configure the FaxPress server
and to install the server software. The server software installs the FaxPress database and
system files on a target network file server and configures the FaxPress with the informa-
tion it needs to communicate with the target file server. No other network configuration is
required.

28
 Admin Guide > Installing the FaxPress Server Software

The requirements for installing on a Novell Bindery Server are as follows:

„ The client PC must be a 32 bit Windows platform: 95/98/NT 4.0/NT2000
„ Novell client 32 needs to be installed on the PC you are installing from.
„ You need to be logged in to this File Server with Administrator privileges. (Please
make sure you have Administrator privileges on this file server - not only
Administrator privileges on the PC you are installing from.)

Note: If you are installing to Novell from an NT workstation and you are running
into some installation issues, try a 95/98 workstation.

Prior to installing the FaxPress server software on a Novell Bindery network server, please
confirm the following:
1. You have Administrator privileges on the NT machine that you are using to install
the FaxPress server software.
2. You must have Novell Bindery Administrator privileges on the Novell server that
you want to use as the FaxPress file server.
3. You must have an available user license on your Novell Bindery server.
4. You can install the FaxPress server software on a Novell network from either a Win-
dows 95, 98/ME, NT, 2000 or 2003 workstation.
5. Make sure that there is an available drive letter for mapping the Novell Bindery
server.
6. Exit all Windows programs.

Installing the Software

To install the FaxPress server software on a Novell Bindery network server:
1. Log onto the your Windows workstation with Administrator privileges.
2. Log onto your Novell Bindery network server with Administrator privileges
3. Place the Castelle CD-ROM in the drive. The autorun program will be launched
from your CD ROM drive. The Castelle FaxPress Setup screen will be displayed.
4. Click Install FaxPress to begin the installation. The FaxPress 9.x Project Setup
will prepare the InstallShield® Wizard to guide you through the rest of the instal-
lation process.
5. The FaxPress 9.1 release includes the FaxPress 9.1.5 server and client software as
an added option.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress

FaxPress Administrator Guide 29

Admin Guide > Installing the FaxPress Server Software

9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compat-
ible with any other earlier versions of FaxPress client software.
6. The Welcome screen requires you to click Next>.
7. In Select Components screen, click Administrator Installation.
8. To install the FaxPress server, click on the Install FaxPress Server button in the
Select Component installation screen.
9. Select the Novell Netware button.
10. The Select Network screen requires you to select the Netware Bindery (IPX/
SPX) button.
11. The FaxPress Novell Installation Welcome screen requires you to click Next>.
12. Enter the FaxPress server serial number.
The serial number can be found on the bottom of the FaxPress unit. The installation
program requires the serial number to locate the FaxPress server on the network.
Be sure to use the correct serial number.
Click Next>.
13. Select the Novell file server for FaxPress from the file server list.
Select the server where you want to install the FaxPress software. Click Next>
when you are finished.
14. The available volumes on the selected server will be displayed in the next screen.
15. Enter a path for the server files.
The files will be installed at the location you specify. You can alter the default path,
but you must retain \castelle\<serial number> at the end of the statement.
You cannot change the (mapped) drive letter.
Select Next>.
16. Enter a name for the FaxPress server.
This name identifies the FaxPress in the Login dialog box. The factory default
name is the FaxPress serial number. You can create a new name using up to 47

30
 Admin Guide > Installing the FaxPress Server Software

characters including the dash, period and underscore. Do not use the spacebar.
Select Continue.

Note: If you are reinstalling or upgrading your FaxPress in the same location
on the same file server, a warning message will appear advising you that the
installation program will delete all existing faxes, notices and transaction logs.
You can click No to cancel the installation at this point without losing the
existing data. Refer to the Castelle website for more information regarding
upgrades.

17. The summary table lists the FaxPress server parameters.

If any parameter is incorrect, select Back to return to the first parameter dialog
box, and re-enter the parameters.
If the entries are correct, select Next>.
18. A License Activation Key, determined by your FaxPress unit’s serial number, is re-
quired to use the FaxPress 9.x software. Click the Obtain key from web button
to retrieve the 13-digit key, enter the key, an click Continue. Select Skip to enter
the key at a later time. Selecting Skip will enable the FaxPress 9.x software for a
30-day period only.
If you select Skip, the License Activation Key code may be also obtained from the
Activation Key Request page on the Castelle web site, then entered in FaxPress’s
License Activation Key directory (Start>Programs>FaxPress>FaxPress) Dou-
ble-click on FaxPress 9.x from the Product Name entries on the right to bring up
the License Activation Key field. The FaxPress Administrator client must be in-
stalled to access FaxPress’ Software Activation Key folder.
19. This Warning message will only appear if setup attempts to login to the FaxPress
server, and finds that the FaxPress unit is unavailable. Verify that the FaxPress unit
is operational, an reboot it if necessary. This message does not indicate any error
in the FaxPress server software installation.

Note: In some cases, if setup takes an especially long time to communicate

with the FaxPress, the above Warning message may be displayed erroneously.
If you suspect this is the case, check the FaxPress server LED status, then try
logging into the FaxPress from a client before rebooting.

20. A Warning message appears if you select to skip the Product Activation Key pro-
cess.
21. When the completion message is displayed, click OK to finish the FaxPress Server
software installation.

FaxPress Administrator Guide 31

Admin Guide > Installing the FaxPress Server Software

The server bootup process will first set the new TCP/IP address, then sequence
your FaxPress server. At the completion, the Alert light should be turned off and
your FaxPress server will return to normal status. This may take a few minutes.
22. The program will load the FaxPress server software and configure and reset the
FaxPress server. Click OK.
23. The last thing the installation program does is create a NDS default printer queue.
Add this to the appropriate driver to create a default printer for your FaxPress us-
ers.
This completes the server setup. You must install the FaxPress client software on a work-
station to configure your FaxPress and to set up user mailboxes. For instruction on the cli-
ent setup, refer to Installing FaxPress Clients on page 41.

Note: A post-installation screen will appear recommending you set up the

FaxPress Fax Archive Service and Storage Reclamation. See Archiving Faxes on
page 229 and Storage Reclamation on page 128 for more information.

Installing on the Castelle Storage Server

An economical and reliable alternative to a file server, Castelle’s Storage Server provides
the disk space required for the FaxPress. If you are installing your FaxPress on the Storage
Server, confirm that:
„ the Storage Server is installed and active on the network, and configured with a
static IP address.
„ for convenience, the workstation you run the setup from is also the one you’d like
to install the Administrative Client on.
To install to the Castelle Storage Server, follow these steps:
1. Log onto a Windows 98/ME or 2000/2003/NT workstation with Administrator priv-
ileges.

Note: You must log on with system Administrator privileges to install the
FaxPress server software.

2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from
your CD ROM drive. The Castelle FaxPress Setup screen will be displayed. If Au-
torun is disabled on your machine, and setup does not launch automatically, run
CD-Drive-Letter:\AutoRun.exe
3. The FaxPress 9.1 release includes the FaxPress 9.1.5 server and client software as
an added option.

32
 Admin Guide > Installing the FaxPress Server Software

FaxPress 9.1 server/client architecture is optimized specifically for PCL-based

cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compat-
ible with any other earlier versions of FaxPress client software.
4. Click Install FaxPress to begin in the installation process. The FaxPress Project
Setup will prepare the InstallShield® Wizard to guide you through the rest of the
installation process. When it is complete the Welcome Screen will be displayed on
your screen. Click Next>
5. In the Select Installation screen,click the Administrator Installation button
to install the FaxPress server software.
6. To install the FaxPress server, click on the Install FaxPress Server button in the
Select Component installation screen.
7. Select Castelle Storage Server.
8. The Storage Server Welcome screen requires you to click Next>.
9. Setup now searches the network for an available Storage Server.
10. Select the Storage Server to use for installing the FaxPress. Click Next>.
11. Enter the FaxPress server serial number in the next installation dialog box, then
click Next>. The serial number is on the bottom of the FaxPress unit.
12. To customize your installation directory location, specify the directory name in the
next screen.Only the root direct path can be changed. The tail path must be
~\Castelle\[Serial_Number], where [Serial_Number] is the number entered in
step 11 above. Click Next>.
13. The FaxPress server name dialog box requires a name for the FaxPress server. This
name identifies the FaxPress in the Login dialog box. The factory default name is
the FaxPress serial number. The new name may be up to 46 characters including
the dash, period and underscore. Do not use the spacebar. Click Continue to dis-
play the IP address installation screen.

14. Enter a valid, unique IP address for the FaxPress server.

The IP address must be valid in the segment to which the FaxPress is currently
connected. If you want to move the FaxPress to another location following instal-
lation, you must reconfigure the IP address after the installation completes and be-
fore you move the unit. The new IP address must be valid in the segment to which
you are moving the FaxPress. See Moving a FaxPress Server on page 138, for in-

FaxPress Administrator Guide 33

Admin Guide > Installing the FaxPress Server Software

structions on how to change the FaxPress IP Address and move the FaxPress serv-
er.
Click Next> to display the Gateway IP Address dialog box.
15. If the FaxPress communicates only with other devices connected to the current
network segment, leave the edit box blank. If the FaxPress needs to communicate
across network segments, enter the Gateway IP Address of the segment to
which the FaxPress is connected.
Click Next>.
16. The Summary information will be displayed.
Verify the parameters you selected. If a parameter is incorrect, select Back. The
Back button restarts the process with the selection of the drive partition. If every-
thing is correct, select Continue. The program will copy the files to the network
file server, configure the FaxPress and reset the FaxPress.
17. The FaxPress installation program will now copy all the server software to your file
server.

18. A License Activation Key, determined by your FaxPress unit’s serial number, is re-
quired to use the FaxPress 9.x software. Click the Obtain key from web button
to retrieve the 13-digit key, enter the key, an click Continue. Select Skip to enter
the key at a later time. Selecting Skip will enble the FaxPress 9.x software for a
30-day period only.
If you select Skip, the License Activation Key code may be also obtained from the
Activation Key Request page on the Castelle web site, then entered in FaxPress’s
License Activation Key directory (Start>Programs>FaxPress>FaxPress) Dou-
ble-click on FaxPress 9.x from the Product Name entries on the right to bring up
the License Activation Key field. The FaxPress Administrator client must be in-
stalled to access FaxPress’ Software Activation Key folder.
19. A Warning message will appear if setup attempts to login to the FaxPress server
and finds that the FaxPress unit is unavailable. Verify that the FaxPress unit is op-
erational, an reboot it if necessary. This message does not indicate any error in
the FaxPress server software installation.

Note: In some cases, if the FaxPress takes longer than usual to (come
up)respond??, the(if setup takes longer than usual to log in to the FaxPress, the
above Warning message may be being displayed erroneously. If you suspect
this is the case, check the FaxPress server LED status, then try logging into the
FaxPress from a client before rebooting

20. This Warning message will appear if you select to skip the Product Activation Key
process.
21. When the completion message is displayed, click OK to finish the FaxPress Server
software installation.

34
 Admin Guide > Installing the FaxPress Server Software

The server bootup process will first set the new TCP/IP address, then sequence
your FaxPress server. At the completion, the Alert light should be turned off and
your FaxPress server will return to normal status. This may take a few minutes.
22. When the completion message is displayed, click OK to finish the FaxPress Server
software installation.

Note: A post-installation screen will appear recommending you set up the

FaxPress Fax Archive Service and Storage Reclamation. See Archiving Faxes on
page 229 and Storage Reclamation on page 128 for more information.

The server bootup process will first set the new TCP/IP address, then sequence
your FaxPress server. At the completion, the Alert light should be turned off and
your FaxPress server will return to normal status. This may take a few minutes.
his completes the server setup. You must install the FaxPress client software on a
workstation to configure your FaxPress and to set up user mailboxes. For instruc-
tion on the client setup, refer to Installing FaxPress Clients on page 41. Server con-
figuration is described in Configuring the FaxPress on page 108. For Add On
Products information, see Installing Add On Products on page 56.

FaxPress Administrator Guide 35

FaxPress Administrator Guide

Installing the Client

 Admin Guide > Creating a Remote Installation

Creating a Remote Installation

The FaxPress remote installation program allows you to pre-configure the client installa-
tion program and install it on a network drive for end user installation.
Things to consider before you start:
„ Decide whether you are going to make the remote installation available on a
network drive for end user installation, or whether you are going to push the
program on to the end users workstations with a program like SMS or Zen Works.
If you are going to place it on a network drive or shared drive, have the drive
parameters available before initiating the installation process.
„ The remote installation creation process is two basic steps:
1. First the client installation program is copied to the drive that you designate, then
2. The installation configuration procedure is performed to configure the remote in-
stallation for silent running. This is the same installation configuration process that
is performed for a standalone client installation. Among other parameters, you will
be asked to provide the client installation destination directory and the client in-
stallation network type. Be sure that the drive letter you designate is available for
every end user and that they are all on the same network type.
„ At the end of the installation configuration process the program will tell you
that the workstation must be restarted for all the changes to take effect and
ask you whether you want to restart now or later. Be sure to choose Restart
Now.
„ Finally, at the end of the whole process the pre-configured remote client in-
stallation will be available in the drive you designate. The program name is
rsetup.exe.
To create a remote installation of the FaxPress client:
1. Perform step 1 through step 5 in the Installing the FaxPress Administrator
Client above.
2. To create a remote FaxPress client installation, click on the Create remote instal-
lation for user button in the Select Component installation screen.
3. The next screen, Destination Path, requests the location for your remote client
installation.
4. So that all of your FaxPress users can access the remote client installation, choose
either a network path or a shared directory. Make sure that all your end users have
the network or shared drive mapped to the same drive letter.
5. From here on follow step 5 through step 11 in the Installing the User Client on
page 52 section. Be sure to select Restart Now to reboot the client workstation.

FaxPress Administrator Guide 37

Admin Guide > Deploying MSI Packages with Group Policy

Deploying MSI Packages with Group Policy

Note: To upgrade a previously installed MSI package, see Upgrading a

Previous MSI Package below.

Windows Server can be used by IT administrators to rollout Microsoft Software Installed

(MSI) packages through Active Directory to computers and users using two separate
methods:
„ Publishing Software
Publish a program distribution to users. When the user logs in to the computer,
the published program is displayed in the Add/Remove Programs dialog box,
and it can be installed from there by the user or network administrator.
For Published installations, systems will get the update to the Group Policy and ad-
vertise the MSI in the Add/Remove Programs dialog box for users to install. Up-
dates to a Group Policy can take up to 30 to 60 minutes, depending on the size of
the Active Directory organization and complexity.
„ Assigning Software
Assign a program distribution to users or computers. If the program is assigned to
a user, it is installed when the user logs in to the computer. When the user first
runs the program, the installation is finalized.
If the program is assigned to a computer, it is installed when the computer starts
and is available to all users that log in to the computer. When a user first runs the
program, the installation is finalized.
For Assigned installations, systems affected will get the update to the Group Policy
and prepare for the MSI package installation upon the next restart.

Note: Before deployment, create a shared network folder containing the MSI
package that is to be distributed. Set permissions on the share to allow
everyone necessary read access to the distribution package.

38
 Admin Guide > Deploying MSI Packages with Group Policy

Deploying a new MSI package

To deploy an MSI package:
1. Logon as a Domain administrator and open the Group Policy Management Console.

Note: The Group Policy Management Console can be installed on Windows

Server 2003 or Windows XP Service Pack 1, and is available for download from
the Microsoft website.

2. Navigate to the Active Directory container (Domain or Organizational unit) of the

users or computers targeted for MSI package deployment.
3. Right-click on the container and select Create and Link a GPO here...
4. Type in the name of the new Group Policy Object (GPO). For example, FaxPress
Plus Client Installation.
5. Click on the new GPO and remove the default entry Authenticated Users in the
Security Filtering section. Add the desired users, groups, and/or computers.
6. Open the Group Policy Management Editor by right-clicking the Group Policy
Object and selecting Edit...
7. In the Group Policy Object Editor, select either the Computer Configuration or User
Configuration node according to target as configured in Security Filtering for this
Group Policy Object.
8. Click and expand Software Settings.
9. Right-click Software Installation, then select New>Package...
10. Verify that the Source column shows a valid UNC path to the MSI package.
11. MSI installation is now ready for deployment. User workstations will deploy based
on whether an Assigned or Published MSI installation was selected. To force a sys-
tem to immediately obtain the update from the Group Policy, open a Command
Prompt window and type gpupdate /force on Windows XP/2003 or secedit /
refreshpolicy on Windows 2000, and restart the system. Upon restart, the up-
dated workstations shall display the following, which confirms the update is taking
place.

Upgrading a Previous MSI Package

For Published installations, systems will get the update to the Group Policy and advertise
the MSI in the Add/Remove 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 or-
ganization and complexity.
For Assigned installations, systems affected will get the update to the Group Policy and
prepare for the MSI package installation upon the next restart.
1. Open the Group Policy Object Editor by right-clicking on the Group Policy Object
name in the Group Policy Management Console and selecting Edit…

FaxPress Administrator Guide 39

Admin Guide > Deploying MSI Packages with Group Policy

2. Select either the Computer Configuration or User Configuration node accord-

ing to target as configured in Security Filtering for the Group Policy Object.
3. Click and expand Software Settings.
4. Right-click on Software installation, select New, and then Package…
5. Select the Advanced method in the Deploy Software dialog and press OK.
6. Switch to the Upgrades tab and click on Add.
7. Select a specific GPO: option and use the Browse… to navigate to the current
Group Policy Object.
8. For example, if the previous installation was Castelle FaxPress Plus 4.1.239, that
package would be selected as the package to upgrade to Castelle FaxPress Plus
4.1.240 or higher.
9. Click OK on the Add Upgrade Package dialog 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 was chosen. To force a system
to immediately obtain the update from the Group Policy, open the Command
Prompt and type 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 MSI package will be installed. The progress, as shown below,
is displayed in the Startup progress dialog box.

40
 Admin Guide > Installing FaxPress Clients

Installing FaxPress Clients

Installing the Administrator Client

This section describes how to install the FaxPress supervisor client, which includes Fax-
Press, the FaxPress client administration utility, as well as the FaxPress Administration
Tools. (See Administrator Utilities on page 135.)
To install the FaxPress Client for supervisors, you must log on with NT system super-
visor privileges. Also, the supervisor client must be installed on a workstation running the
same network protocol as the the workstation running the FaxPress Server software.
To install the FaxPress supervisor software, follow these steps:
1. Log onto your desktop with supervisor privileges.
2. Place the Castelle CD-ROM in the drive. The autorun program will be launched from
your CD ROM drive. The Castelle FaxPress Setup screen will be displayed.

3. Click Install FaxPress to begin in the installation process. The FaxPress Project
Setup will prepare the InstallShield® Wizard to guide you through the rest of the
installation process.
4. The FaxPress 9.1 release includes the FaxPress 9.1.5 server and client software as
an added option. When installing the client software, select the FaxPress software
version compatible with your current server software.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compat-
ible with any other earlier versions of FaxPress client software.
5. The Welcome to FaxPress Installation screen requires you to click Next>.
6. The Select InstallationType requires you to select the Administrator Instal-
lation button. This selection also provides access to the remote client installation
program.
7. To install the FaxPress Administrator Client, click Install FaxPress Client for Ad-
ministrators in the Select Component installation screen.

FaxPress Administrator Guide 41

Admin Guide > Installing FaxPress Clients

8. The Default protocol for a FaxPress screen requires you to select the network
protocol for the client to use to communicate with the FaxPress.

Note: If the FaxPress client is installed on a Windows 2000/2003 or XP system,

but uses IPX/SPX to communicate with the FaxPress server, the NetWare
client version 4.83 SP1 or newer must be installed.

9. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed
on your workstation, and this screen will appear.
10. The Destination Path screen allows you to change the default installation direc-
tory by clicking Browse, or select Next>.
11. Use the Personal Folders screen to choose where to store your personal files and
documents. Specify the personal folders directory on your local drive or on a net-
work drive if you want to share those folders with other users. Change the location
of your personal folders at any time through the Personal Preferences Options in
FaxPress. For more information, refer to Setting Personal Preferences in the
FaxPress User Guide.
12. Use the Language screen to select the language of the FaxPress interface.
13. The FaxPress Fax Report feature is only compatible with the Crystal Report version
9.2.0.448. If this client workstation is running any version of Crystal Report other
than 9.2.0.448, click No. If this workstation is not running any version of Crystal
Report, or if the version is 9.2.0.448, click Yes.
14. This Question screen allows you to choose whether or not to copy FaxPress Doc-
uments folder - a 23 MB collection of all FaxPress documentation - along with the
Administrator client files. (See Documents on page 137 for more information re-
garding the Documents folder contents.) If you choose to copy the Documents
folder, a Documents Directory screen will appear, requiring you to specify a fold-
er and click Next>.
15. The Select Program Folder screen displays the default program folder for the cli-
ent files. Click Next>.
16. If you are re-installing the FaxPress software, an Installation Information win-
dow will display alerting you to the existence of a previous installation of FaxPress.
Click on Yes to keep your previous settings or No to overwrite them and continue
with the installation.
17. To start using FaxPress client, you should first restart your computer. Choose the
Restart option from the Setup Complete window, or if you do not intend to in-
voke the FaxPress software immediately, you can choose the restart later option.

42
 Admin Guide > Installing the Client on Windows Terminal Server

Installing the Client on Windows Terminal Server

Running the FaxPress client software on a Microsoft Windows Terminal Server provides the
same easy-to-use, integrated messaging features associated with running the FaxPress
client on standalone workstations.

About Terminal Server and Citrix MetaFrame

This section summarizes the relationship of MetaFrame to Terminal Server.

About Microsoft Windows Terminal Server

The Microsoft Windows Terminal Server Edition is an extension of the Windows NT Server
4.0 and 2000 product line. In a Microsoft Windows Terminal Server/Citrix MetaFrame en-
vironment, all applications are loaded on and processed on the dedicated terminal server.
Terminal Server users experience the Windows NT workstation desktop operating system
and Windows-based applications centrally installed and running on the server from low
cost thin-client terminals. This centralized administration results in rapid deployment of
applications.
The FaxPress client, for example, must be installed only once on the Terminal Server,
and then have access rights 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 the
terminal server option enabled. The Citrix MetaFrame application provides Microsoft’s
Windows Terminal Server with additional server and client functionality by allowing any
client, no matter what operating system, to connect to a Windows Terminal Server and
run a Windows application through their browser. MetaFrame also provides a secure en-
cryption option, load balancing, and enables publishing and application management
from a single server in a server farm. Additionally, Citrix MetaFrame provides Citrix
MetaFrame supervisor tools for the Terminal Server, which the Terminal Server alone
does not have.

Citrix Published Applications

Citrix Published Applications can be an HTML application (Citrix NFuse) or a Windows 32-
bit application that allows Microsoft Internet Explorer or Netscape Navigator users web-
based access to applications such as Microsoft Word/ Excel, FaxPress client, VBScript and
JavaScript Programming.
Castelle has tested the FaxPress client version 9.x with Citrix Windows 32-Bit Published
Applications configured for Microsoft Word/ Excel/ PowerPoint/ Access.

Note: FaxPress does not support Citrix WinFrame 1.7/1.8 for the 3.51 NT
Server platform.

FaxPress Administrator Guide 43

Admin Guide > Installing the Client on Windows Terminal Server

Citrix Standard and Non-Standard Published Apps

Castelle is compatible with Citrix Standard Published Applications. Standard Published
Applications include any Windows-based 32-bit Microsoft applications such as Microsoft
Office and printing applications.
Castelle cannot guarantee support for non-standard, non-Windows-based applications.
These include custom applications for DOS, Unix, AS/400 running accounting, financial
and payroll systems that must print to a DOS printer.
You can request a 30-day evaluation of any FaxPress unit together with an easy-to-use
software developer kit (SDK) to try incorporating fax capabilities into non-standard, cus-
tom applications.

Terminal Server, Citrix, and FaxPress on your Network

The following gives you an idea of the way the Terminal Server, Terminal Server/Citrix
MetaFrame clients, and FaxPress work together on a network.

44
 Admin Guide > Installing the Client on Windows Terminal Server

Running the FaxPress Client Setup on Terminal Server

Installing the FaxPress client on a Terminal Server uses the same Castelle FaxPress Setup
CD-ROM used to install the FaxPress server and client software. Running the FaxPress
client software in a Windows Terminal Server environment requires you to install just one
copy of the FaxPress client for Windows Terminal Server on the Terminal Server itself.
The FaxPress client features then become accessible to all users on the network.

Note: The FaxPress client for Windows Terminal Server is designed for
Windows Terminal Server and Citrix only, and will not work on other network
installs.

Requirements
The FaxPress client for Windows Terminal Server supports these Terminal Server editions:
„ Windows NT Server 4.x, Terminal Server Edition
„ Windows 2000 Server, Terminal Services
Before installing the FaxPress client for Terminal Server, please confirm:
„ you are, at minimum, using FaxPress version 6.3, Service Pack 2, rev B or,
preferably, FaxPress 9.x.
„ the FaxPress server software is installed on a standalone workstation or file server,
not the Terminal/Citrix Server. Refer to your FaxPress supervisor and User’s Guide
for detailed FaxPress server software installation instructions.
„ the FaxPress server is operational, i.e.- can send and receive faxes.

Note: Make sure you have not installed the FaxPress server software on the
Terminal Server machine.

Note: If you are running FaxPress version 5.x or older, uninstall it, then
upgrade to FaxPress 9.x.

Preparing the Terminal Server

Before installing the FaxPress client for Windows Terminal Server, make sure you have:
„ set root drive mapping and run logon and compatibility scripts for each Terminal
Server user. Refer to the Microsoft Knowledge Base: http://support.microsoft.com/
support/kb/ and the Microsoft Terminal Server page: http://www.microsoft.com/

FaxPress Administrator Guide 45

Admin Guide > Installing the Client on Windows Terminal Server

ntserver/terminalserver/ for additional information regarding drive mapping, logon

and compatibility scripts.
„ created and configured user profiles for any applications intended for integration
with FaxPress – Microsoft Outlook, for example.
Next, be sure to:
„ disable all anti-virus programs running on the Terminal Server.
„ close the Microsoft Outlook client and remove Microsoft Outlook from the StartUp
folder. (Start>Programs>StartUp)
„ close all programs and reboot. This guarantees that Microsoft email is not running
in the background.

Running the Setup - Important Information!

Running the FaxPress Client for Windows Terminal Server setup is different from running
the other FaxPress client installations, in that the Terminal Server must be in install
mode for the required compatibility scripts to run during setup.
For the Terminal Server to be in install mode and for the required compatibility scripts to
run during setup, you will have to exit out of the FaxPress setup, and install the FaxPress
client 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 are running the installa-
tion on a Windows 2000 server, the following message will appear when the FaxPress
setup is launched.
Follow these steps to install the FaxPress client for Terminal Server:
1. Place the FaxPress Setup CD into your computer’s CD-ROM drive. The Castelle
FaxPress Setup screen will launch automatically.
2. Select Exit. DO NOT select Install FaxPress from the Castelle FaxPress Setup
screen. Select Exit.

Note: The Terminal Server must be in install mode for the required
compatibility scripts to run during setup. You must install the FaxPress client
from Add/Remove Programs in the Control Panel to automatically put the
Terminal Server in install mode.

3. After exiting out of the Castelle Fax Press setup, open your Add/Remove Pro-
grams Control Panel. (Start>Settings>Control Panel>Add/Remove Pro-
grams) The Add/Remove Programs interface and procedure will vary depending
on what Windows OS you’re running.
4. From the Control Panel window, double-click on Add/Remove Programs.From
the Add/Remove Programs Properties window, click Install.
5. Click Next>.

46
 Admin Guide > Installing the Client on Windows Terminal Server

6. In the Run Installation Program window, install.exe will appear in the Com-
mand line for installation program field. Click Next>.

7. In the Change User Option window, select All users begin with common ap-
plication settings, then click Next>.

8. In the Welcome to FaxPress Installation screen, click Next>.

9. From the Select Components screen, select Install FaxPress Client for Mi-
crosoft Terminal Server, then click Next>.

10. In the Default Protocol window, select the TCP/IP, IPX/SPX, or NetWare 5
radio button, then click Next>.

11. 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 directory. Make sure the Castelle files are copied to the WinNT
root drive only. Do not copy the Castelle files to any other mapped direc-
tory. Click Next>
12. 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 should be located on the Terminal Server machine.
13. In the Choose Folder window, select FaxPress.
14. Click Next> .

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.
16. Use the Language screen to select the language of the FaxPress interface. English
is the default.
17. The FaxPress Fax Report feature is only compatible with the Crystal Report version
9.2.0.448. If the Terminal Server is running any version of Crystal Report other
than 9.2.0.448, click No. If the Terminal Server is not running any version of Crys-
tal Report, or if the version is 9.2.0.448, click Yes.
18. In the Select Program Folder window, click Next>.
19. The FaxPress Outlook Direct for Terminal Server clients provides you the option of
installing the FaxPress Outlook Direct email gateway. Outlook Direct, a FaxPress
9.x feature, offers seamless fax/email integration, offering users the ability to send
and receive faxes right from the Outlook mail client interface. Check the Install
FaxPress Outlook Direct box and click Next> to install Outlook Direct. Other-
wise, click Next>.
FaxPress Outlook Direct, formerly called Exchange Direct, is a client-side service
software option that provides a simplified, cost-effective way for Microsoft Outlook
users to send and receive faxes. The Castelle FaxPress Transport, a service added
to your email profile, connects Outlook to the FaxPress server. Client rather than
server-based, Outlook Direct has the ability to operate independently of an Ex-

FaxPress Administrator Guide 47

Admin Guide > Installing the Client on Windows Terminal Server

change server, making it ideal for smaller networks. Outlook Direct is not the ideal
choice, however, for a remote, dial-up or Virtual Private Network connection.

Note: Refer to the FaxPress Email Gateways Guide for information on

Outlook Direct fax addressing requirements.

20. 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 Program to complete the setup. The FaxPress client installation will
be incomplete if you reboot before finishing Microsoft’s installation pro-
gram.

21. When the After Installation screen appears, indicating you’ve returned to the
Microsoft Add/Remove Programs wizard, click Next>.

22. When the Finish Admin Install window appears, click Finish, then reboot the
Terminal Server. After rebooting, log in to the FaxPress client to send and receive
test faxes.

Setting up the 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 Print Driver for Published Applications on Citrix and Ter-
minal Server. Setting up the DCX Print Driver for Published Applications on Citrix and
Terminal Server requires you to:
„ Download the FaxPress 9.x from Castelle’s website at http://www.castelle.com. This
version provides the DCX Driver for Terminal Services.
„ Edit the existing Published Application or create a new Published Application.Once
you’ve created a published application to support the FaxPress DCX print driver,
you’ll need to modify the application string to support ’Fax DCX print driver’.

Note: Known issues exist with ASP and SAP Custom Databases and
Applications printing to the Fax DCX Printer.

To set up an Adobe published app, for example, follow these steps:

1. For each seamless published app, from the Citrix console, right-click on the appli-
cation and select Properties.
2. On the Application Location tab, in the Command Line box, insert the text:
"C:\Program Files\Castelle\FaxPress\Daemon.exe" -P
before the application name. Citrix will add the quotes for you. For instance, to publish
Adobe Acrobat Reader, you’d start with the application command line:

48
 Admin Guide > Installing the Client on Windows Terminal Server

"C:\Program Files\Adobe\Acrobat 5.0\Reader\AcroRd32.exe"

then change it to read:
"C:\Program Files\Castelle\FaxPress\Daemon.exe" -P"C:\Program
Files\Adobe\Acrobat 5.0\Reader\AcroRd32.exe"
Make sure the path names are entered with no spaces.
To set up a Microsoft Word 97 published app:
1. For each seamless published app, from the Citrix console, right-click on the app
and select Properties
2. In the Application Location tab, in the Command Line box, insert the text:
"C:\Program Files\Castelle\FaxPress\Daemon.exe" -P
before the application name. For instance, to publish Adobe Acrobat Reader, you will start
with the application command line:
"C:\Program Files\Microsoft Office\Office\WinWord.exe"

Note: Citrix will have put quotes around the path name for you.

Next, modify this to read:

"C:\Program Files\Castelle\FaxPress\Daemon.exe" -P"C:\Program
Files\Microsoft Office\Office\WinWord.exe"
Make sure the path names are entered with no spaces.
The daemon is provided with concurrency issue handling; it internally ensures that only
one copy of it is active. Application open and close order is irrelevant; if the app with the
currently active daemon is closed, one of the other daemons is awakened and becomes
active. Inactive daemons, according to the MS discussion of the API calls, take up no CPU
time.

Adding Outlook Direct Transport to User Profiles

The FaxPress Outlook Direct service software enables Terminal Server clients to use the
FaxPress server to send and receive faxes via Exchange or Outlook.

FaxPress Administrator Guide 49

Admin Guide > Installing the Client on Windows Terminal Server

For fax/email integration, the FaxPress Outlook Direct Transport must be added to the list
of available services for each user’s Mail profile, then configured with both the FaxPress
login and password information, and the user’s Outlook mailbox name.

Note: The transport cannot be configured while the mail client is running.
Always close the Outlook or Exchange client when modifying transport
information.

1. Launch a Terminal Server client. Open the Mail or Mail and Fax control panel.
(Start>Settings>Control Panel> Mail)
2. In the mail Properties window, click Show Profiles.
3. Select the User Profile to edit, then click Properties.
4. In the user’s Properties window, with the Services tab selected, click Add.
5. In the Add Services to Profile window, select FaxPress Exchange Direct, and
click OK.
6. The Login tab of the FaxPress Transport Properties dialog box provides the 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 Password, then click the Verify Login button.

Note: Login is automatic and occurs when you open the mail client. If the
transport can’t log onto the server, you will be notified only after you try to send
a fax. Use the Verify Login button to confirm login.

7. A Login successful message will appear if the transport is able to connect to the
Faxpress server. Click OK.
8. Select the General tab, then enter the user’s Exchange or Outlook User Name.
Select FAX from the Email Type pulldown menu. Click OK, then exit.
9. From the user’s mail Properties dialog box, and select the Delivery tab. Select
FaxPress Exchange Direct from the list of information services, then click the
Up arrow to place it first in the list.
10. .Select the Addressing tab, then click Add. . .
11. From the Add Address List window, select Contacts and click Add. Click Close
to save and exit.
12. Contacts should now appear as an address list option. Click Apply, then OK to
exit.

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 Admin Guide > Installing the Client on Windows Terminal Server

13. Close all programs and reboot the Terminal Server. After rebooting, have all the
users log in and send test faxes to confirm the setup’s success. Also, make sure
any shared resources, such as network drives or printers, are set up for each user
before using FaxPress.

Installing on a Novell Network

In a Novell Netware environment with an active Microsoft Windows Terminal Server, Fax-
Press uses TCP/IP for FaxPress server to client communication.
To confirm that the FaxPress is able to communicate using TCP/IP:
„ the FaxPress server must be assigned an IP address.
„ the FaxPress client must be set to use TCP/IP as the default network protocol, a
selection made during the client setup.
„ the FaxPress must be able to successfully send and receive test faxes.
To assign the FaxPress Server an IP address, follow these steps:
1. On a Windows 95/98, Me, NT or 2000 workstation 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 Configuration (IPX protocol) window, enter your FaxPress
Server’s serial number, click Show Settings, then IP settings.
3. Enter an IP address in the FaxPress IP Address field, and a subnet mask address
in the IP Mask field. Click the Set, then the Exit button. Reboot the FaxPress
server.

Note: Leave the Gateway and Master File Server IP Addresses blank

Removing FaxPress from the Terminal Server

Follow these steps to remove FaxPress from the Terminal Server:
1. Go to Start Menu>Programs>Command Prompt CD to C:/FaxPress/PrintDriv-
er and type in this command: DcxSetup -d to uninstall the DCX Print Driver.
2. From the Control Panel click on Add/Remove Programs. Select the FaxPress
program and remove it from the program list.
3. Go to Start Menu/Find/Files Or Folders and type in FaxPress.INI and delete
all the FaxPress.INI files
4. Delete all Castelle entries from registry: HKEY_CURRENT_USER/SOFTWARE and
HKEY_LOCAL_MACHINE/SOFTWARE
5. Reboot the NT Terminal Server system.

FaxPress Administrator Guide 51

Admin Guide > Installing the User Client

Installing the User Client

Prior to installing the FaxPress client software for users on a Windows PC or workstation,
please confirm the following:
„ Make sure the workstation is configured to use the same network protocol as the
FaxPress server you will use. See your FaxPress Administrator for details.
„ Exit all Windows programs.
To install the FaxPress client:
1. Place the FaxPress 9.x CD-ROM into the workstation’s CD-ROM drive. The instal-
lation programs will be automatically launched and the Castelle FaxPress Setup
screen will be displayed.

2. The FaxPress 9.1 release includes the FaxPress 9.1.5 server and client software as
an added option. When installing the client software, select the FaxPress software
version compatible with your current server software.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.1.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compat-
ible with any other earlier versions of FaxPress client software.
3. The Welcome screen requires you to click Next>.
4. Select User Installation.

5. The Default protocol for a FaxPress screen requires you to select the network
protocol for the client to use to communicate with the FaxPress.

Note: If the FaxPress client is installed on a Windows 2000/2003 or XP system,

but will use IPX/SPX to communicate with the FaxPress server, the NetWare
client version 4.83 SP1 or newer must be installed.

6. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed
on your workstation, and this screen will appear.
7. The Destination Directory window requires you to approve the default installa-
tion directory, or Browse to a new one.

52
 Admin Guide > Installing the User Client

8. Use the Personal Folders screen to choose where to store your personal files and
documents. Specify the personal folders directory on your local drive or on a net-
work drive if you want to share those folders with other users. To change the lo-
cation of your personal folders, use the Personal Preferences Options in FaxPress.
See Setting Personal Preferences in the FaxPress User Guide.
9. Use the Language screen to select the language of the FaxPress interface. English
is the default.
10. The FaxPress Fax Report feature is only compatible with the Crystal Report version
9.2.0.448. If this client workstation is running any version of Crystal Report other
than 9.2.0.448, click No. If this workstation is not running any version of Crystal
Report, or if the version is 9.2.0.448, click Yes.
11. In the Select Program Folder screen, use the default FaxPress folder provided,
or choose a new folder.
12. If you are re-installing the FaxPress software, an Installation Information win-
dow will display alerting you to the existence of a previous installation of FaxPress.
Click Yes to keep your previous settings or No to overwrite them and continue
with the installation.
13. To start using the FaxPress client, you should first restart your computer. Choose
the Restart option from the Setup Complete window, or if you do not intend to
launch the FaxPress software immediately, you can choose the Restart later op-
tion. If you are creating a remote client, be sure to select Restart now.

Installing Software from the Network

If you install the client software from the network, only the FaxPress User Client installa-
tion will be available. You will not be able to install the Administration Tools that are avail-
able when installing the Administrator installation option.
To use the client workstation installation program stored on the network during the Fax-
Press server software installation, follow these steps:
1. Log onto the network and open Windows 3.x, 95, 98/Me, NT, 2000, XP, or Vista.
2. Open the File Manager or Windows Explorer.
3. Open the drive containing the client workstation files.
4. Locate and open the Castelle directory.
5. Locate and open one of the following subdirectories:
For Novell network environments:
„ Win16—For Windows 3.x
„ Win32—For Windows 95/98, NT and 2000
For Windows environments:
„ FPCLIENT.16—For Windows 3.x
„ FPCLIENT.32—For Windows 95/98, NT, 2000 and Vista
6. Locate and double-click rsetup.exe to start the installation program.

FaxPress Administrator Guide 53

Admin Guide > International (Non-English) Character Support

International (Non-English) Character Support

Selecting Microsoft Word rather than the Castelle Cover Page Editor as the editing appli-
cation during the client installation will provide international character support for fax cov-
er pages. This means that FaxPress users can create and send fax cover pages with
international characters, as well as send email with international characters in the email
message body to both fax and email recipients.
For the FaxPress to support the use of international characters on fax cover pages, fax cov-
er page templates must be created and saved using either Microsoft WordPad or Word.
Microsoft WordPad supports international characters (including English characters) in the
templates and content of your fax cover and message body pages.

54
 Admin Guide > Uninstalling the FaxPress Client

Uninstalling the FaxPress Client

The Castelle FaxPress Setup includes a FaxPress Client uninstall feature. This feature
will only appear as an option when the FaxPress Setup detects an existing installation of
the FaxPress Client. If you’re running a fresh install of the FaxPress client, the uninstall
screens will not appear.
To uninstall the FaxPress Client, follow these steps:
1. Place the Castelle FaxPress CD-ROM in your CD-ROM drive. If autorun is enabled,
the Castelle FaxPress Setup screen will appear. If not, browse to the root of the
CD-ROM and double-click on autorun.exe. Click Install FaxPress.
2. To uninstall the FaxPress Client, select the To uninstall the FaxPress Client but-
ton.

3. There are two FaxPress Client uninstallation options: a partial and a complete.
The partial uninstallation removes the client files, but retains all Personal Folders
contents, user settings, and FaxPress registry settings.
The complete uninstallation will completely remove all files. Select an option to un-
install the FaxPress client according to your purpose.

FaxPress Administrator Guide 55

FaxPress Administrator Guide

Installing Add On Products

 Admin Guide > Installing Add-On Products

Installing Add-On Products

The Castelle FaxPress 9.x CD’s Add On Products include a variety of fax/email integration,
scanner/MFP integration and third party integration options, as well as a fax database/ar-
chiving service. A comprehensive collection of Add On Product documentation is provided
in the Documents folder on the Castelle FaxPress 9.x CD, and in the Administration
Tools’ Documents folder.

Email Integration
The FaxPress Email Gateways integrate the FaxPress fax servers and email integration, al-
lowing faxes to be sent and received right from the users’ mail clients. See the FaxPress
Email Gateways Guide in the Documents folder on the Castelle FaxPress 9.x CD for
more information. The FaxPress Email Gateways are included with the FaxPress 2500/
5000/7000 and 7500 fax servers only. The FaxPress Email Gateways are not included
with the single line, entry level FaxPress SBE model.
„ FaxPress Exchange Connector & Email Gateway
„ FaxPress SMTP Gateway
„ FaxPress Outlook Direct
„ FaxPress Lotus Notes Gateway
It is highly recommended that the server or workstation used for the gateway installation
be dedicated for the FaxPress Email Gateway. Since the Email Gateway interacts with oth-
er applications and the desktop there is a significant potential for conflict if this system is
used as a workstation or as an application server for other 3d party applications. Also, no
other SMTP service that binds to port 25 should be running on this system.
The server or workstation should meet the following specifications:
„ Hardware – PIII 500 MHz CPU or faster (or equivalent) with 256 MB RAM and 512
MB of free hard drive space.
„ Operating System – Windows NT 4.0 Workstation or Server, 2000 Pro or Server,
XP Pro or 2003 Server. The latest MS Service packs for the OS should be applied.
„ Applications – For Exchange Integration using MAPI the Outlook Client should be
installed. This should be Outlook 2000 or newer. For Lotus Notes Gateway the Lotus
Notes client v5.x or v6.x should be installed. All applications for which email to fax
attachments are expected to be processed should be installed on the system. The
user chosen to run the Email Gateway service must log into the system and launch
each application at least once. Any auto update features that throw a dialog
requiring user interaction with the desktop should be disabled.

MFP (Multi Function Printer) & Scanner Integration

Integrating the FaxPress with the HP MFP and scanners or with the Xerox Work Centre Pro
and Document Centre transforms these devices into virtual fax machines. MFP and scanner
integration products include the:
„ FaxPress eCopy Connector – Castelle’s FaxPress eCopy Connector offers an ideal
scan-to-fax integration solution for copiers, scanners and multifunction peripherals
(MFPs). The Connector uses eCopy’s ShareScan Open Platform versions 2 and 3

FaxPress Administrator Guide 57

Admin Guide > Installing Add-On Products

software to transform copier and MFP devices into reliable, high-powered fax
machines.
„ Xerox Interface – Castelle’s FaxPress Xerox Interface provides an ideal scan-to-
fax integration solution for Xerox Document Centre and Xerox WorkCentre Pro
systems. With Castelle’s Xerox Interface enabled, walk-up Xerox users can access
an intuitive, user-friendly fax interface right from the Xerox DocumentCentre or
Work Centre LCD control panel. See Setting up the Xerox Gateway on page 284 for more
information on the Xerox Interface.
„ Ricoh GlobalScan 2.0 – The FaxPress Ricoh GlobalScan interface provides scan-
to-fax integration for Ricoh GlobalScan-compliant devices. With the GlobalScan
interface enabled, walk-up GlobalScan users can access an intuitive, user-friendly
fax interface right from the user interface on their Ricoh GlobalScan device. See
Ricoh GlobalScan 2.0 Integration on page 74 for more information on the
GlobalScan interface.
„ EFI SendMe – The FaxPress EFI SendMe connector enables customers to fax
documents directly from any SendMe MFD-compatible device. An administration
utility is provided to allow administrators to select which FaxPress server and user
account to use when faxing. See FaxPress + EFI SendMe Integration on page 67
for more information.
„ Sharp OSA – The FaxPress Sharp OSA connector enables customers to fax
documents directly from any Sharp OSA device. See Sharp OSA Connector on page
85 for more information.
„ Generic SMTP Gateway (required for HP MFP/scanner and fax integration) – For
information on integrating eCopy ScanStation (a component of the eCopy Suite)
with a FaxPress email gateway.

Third-Party Application Integration

Integrating the FaxPress with Microsoft and Goldmine provides fax features that allow fax-
es to be sent out right from within the Microsoft and Goldmine applications. Setting up Fax-
Press/Microsoft integration and FaxPress/GoldMine integration begins in the Add On
Products folder.
„ Microsoft Office Integration - For more information on configuring FaxPress to
integrate with Microsoft applications, see Microsoft Integration on page 225.
„ GoldMine Integration - For more information on configuring FaxPress to integrate
with GoldMine, see Connecting to GoldMine on page 267

FaxPress Fax Archive Service

The FaxPress Fax Archive is a feature rich fax database/archiving service available to both
supervisors and users. Installing the faxPress Archive service is highly recommended. For
detailed instructions on preparing for, installing, and configuring FaxPress Archive, refer
to Archiving Faxes on page 229.

58
 Admin Guide > Installing Add-On Products

Installing Add-On Products

To locate the Add On products included on FaxPress 9.x CD, follow these steps:
1. Log on with supervisor privileges to the designated workstation.
2. Place the Castelle FaxPress CD-ROM in the CD-ROM drive. The Castelle Fax-
Press Setup screen will launch automatically.
3. From the Castelle FaxPress Setup screen, select Install FaxPress.
4. From the Welcome to Castelle FaxPress screen, click Next>.
5. From the Select Components screen, select the Administrator Installation
button, which includes the FaxPress Add On products.
6. In the next Select Components screen, select Add On Products. Click Next>.
7. Click Next>.
8. Choose from the list of Castelle’s current Add On products.

FaxPress Administrator Guide 59

Admin Guide > FaxPress + eCopy ShareScan OP Integration

FaxPress + eCopy ShareScan OP Integration

The FaxPress eCopy Connector offers an ideal scan-to-fax integration solution for copiers,
scanners and multifunction peripherals (MFPs). The Connector uses eCopy’s ShareScan
Open Platform software to transform copier and MFP devices into reliable, high-powered
fax machines.
With the FaxPress eCopy Connector, walk-up copier and MFP users can access Castelle’s
user-friendly, touch-screen fax interface right from the copier/scanner/MFP control panel.
Paper documents scanned into the copier, scanner and MFP devices are converted imme-
diately to electronic files and sent to the FaxPress for fax transmission.
The benefits of the eCopy ShareScan OP and FaxPress integration include:
„ Use of copier, scanner and MFP devices for faxing
„ Seamless integration 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 integration using the FaxPress eCopy Connector and eCopy ShareS-
can OP v2.0 and v3.0. For information on integrating eCopy ScanStation (a component of
the eCopy Suite) with a FaxPress email gateway, refer to the FaxPress Email Gateways
Guide.

Supported Copier and MFP Devices

FaxPress integration with eCopy ShareScan OP v3.0 supports faxing from a range of copi-
ers and MFPs. FaxPress integration with eCopy ShareScan OP v2.0 supports faxing from
MEAP-enabled Cannon imageRunner devices only. A complete, up-to-date list of eCopy
ShareScan OP supported devices is available on the web at:
http://www.ecopy.com/support/platforms.htm

Phone Book Integration

The FaxPress Connector’s Phone Book button provides access to FaxPress Phone Books,
which are easily integrated with external ODBC databases. Supported databases include:
„ Excel, FoxPro, dBase
„ Microsoft Access
„ Microsoft SQL server
Once the ODBC Phone Book and views are configured on the FaxPress they become visible
to the Connector and show up in the Admin Console’s Configuration tab (see below). The
Configuration tab allows you to specify which ODBC phonebook and view will be accessible
to users via the Connector user interface. See Creating Corporate Phone Books on page
198 for more information on integrating the FaxPress Phone Book with external databases.

Implementing the FaxPress Connector

FaxPress eCopy Connector implementation involves five components:

60
 Admin Guide > FaxPress + eCopy ShareScan OP Integration

„ eCopy ShareScan OP Services Manager – A Windows service that communicates

with the FaxPress or FaxPress fax server through the FaxPress connector. Resides
on a networked PC; manages all connected MEAP-enabled devices and performs
imaging/document services.
„ FaxPress Administrator Client Software – Used to configure and manage
FaxPress servers. Must reside on the same networked PC as the eCopy ShareScan
OP Services Manager.
„ FaxPress eCopy Connector – Acts as a message transport agent between the
FaxPress and the copier/scanner/MFP device. Consists of an MMC snap-in and a DLL
that implements the Connector functionality. Resides on the same networked PC as
the eCopy ShareScan OP Services Manager.
„ Fax Server Configuration MMC Snap-In – The Castelle Fax Server Configuration
MMC Snap-In, added to the eCopy Admin Console, is used to configure the
Properties of the FaxPress eCopy Connector. Resides on the same networked PC as
the eCopy ShareScan OP Services Manager and FaxPress eCopy Connector.
„ Control Panel Fax Forms – Fax interfaces for users are available on either the
copier/scanner/MFP, the eCopy server control panel, or both.

Installation and Configuration Procedures

Required installation and configuration procedures for the FaxPress eCopy Connector in-
clude:
1. Installing the ShareScan OP Software. (See your ShareScan OP documentation.)
2. Installing the FaxPress Administrator client. (See Installing FaxPress Clients on
page 41 for details.)
3. Installing the FaxPress eCopy Connector from the FaxPress Setup CD-ROM. (See
FaxPress + eCopy ShareScan OP Integration on page 60.)
4. Configuring the eCopy Connector using the eCopy ShareScan OP Administration
console. (See FaxPress + eCopy ShareScan OP Integration on page 60.)
Optional procedures include:
„ assigning a dedicated FaxPress account for the Connector to use. This is only
required to enable the shared account mode. (See Creating User Accounts on page
163 for information on creating accounts.) Configuring the Connector for individual
account mode does not require a dedicated account.
„ configuring the phone book for integration with existing databases. (See Phone
Book Integration on page 60 for more information.)

Installing the FaxPress eCopy Connector

Important! Before installing the FaxPress eCopy Connector, make sure the FaxPress server
is correctly installed and fully operational.
The FaxPress Connector must be installed onto a machine already running:
„ the ShareScan OP Service Manager.
„ the FaxPress Administrator Client.

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To install the FaxPress eCopy Connector from the Castelle FaxPress CD-ROM, follow these
steps:
1. Log on to the workstation as supervisor or as a user with supervisor privileges.
2. Place the Castelle FaxPress CD-ROM in a CD-ROM capable drive.
3. The Castelle FaxPress Setup will launch automatically.
4. Click Install FaxPress.

Note: If Autorun is disabled on your machine, and setup does not launch
automatically, browse the CD-ROM and run Autorun.exe.

5. The FaxPress 9.1 release also offers the FaxPress 9.1.5 server and client software
as an added option. Select the FaxPress software version compatible with your
current server software.
FaxPress 9.1 server/client architecture is optimized specifically for PCL-based
cover pages. FaxPress 9.1 uses PCL as the default cover page format, although
Word is also an option. FaxPress 9.1 server software does NOT support FaxPress
9.0.5, FaxPress 8.1.5 and FaxPress 8.0 Rev C client software, but is backwards
compatible with all other earlier versions of FaxPress client software.
FaxPress 9.1.5 server/client architecture is optimized specifically for Word cov-
er pages. If you intend to use Word for fax broadcasting, install the 9.1.5 serv-
er and client software. FaxPress 9.1.5 uses Word as the default cover page
format, although using PCL-based cover pages is also supported. Please note that
the FaxPress 9.1.5 server software ONLY supports FaxPress 9.1.5, FaxPress
8.1.5 and FaxPress 8.0 Rev C client software. If FaxPress 9.1.5 server software is
used, all clients must be running FaxPress 9.1.5, FaxPress 8.1.5 or FaxPress 8.0
Rev C client software. FaxPress 9.1.5 server software is not backwards compatible
with any other earlier versions of FaxPress client software.
6. In the Welcome to FaxPress Installation screen, click the Next> button.
7. Click Administrator Installation to access the Add On Products folder and in-
stall the Connector.

Note: If the FaxPress client has previously been installed on the workstation,
an additional screenshot will prompt you to either Install FaxPress Server,
or its Add on Products. . . or Uninstall the Existing FaxPress Client. In
this case, choose the first option, Install the FaxPress Server. . .

8. In the next Select Components screen, select Add On Products.

9. In the FaxPress Add On Products window, click Next>.

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10. From the list of FaxPress Add On products, select MFP & Scanners.
11. Click OK.
12. Select FaxPress eCopy Connector.
13. Click Next>.
14. Confirm the default destination by clicking Next>, or select Browse to choose a
new location.
15. Click Finish.

Configuring the FaxPress eCopy Connector

Once the FaxPress Connector is installed, you’ll configure it using the eCopy ShareScan OP
Administration Utility. The Connector can be configured to run in either shared account
mode or individual account mode.

Shared Account Mode

In shared account mode, all users share one account and are not prompted to log in. Cor-
porate cover pages are accessible, but personal cover pages aren’t. of the shared account
accessible only by the supervisor. Using the shared account mode requires a dedicated
FaxPress account for the Connector. Either create a new FaxPress account or dedicate an
existing one. All sent faxes appear in the dedicated account’s outgoing queue, and are only
accessible by the supervisor. (See Creating User Accounts on page 163 for more informa-
tion.)

Individual Account Mode

In the individual account mode, the copier, scanner or MFP prompts users to log into their
own individual FaxPress accounts for faxing. In the individual account mode, outgoing fax-
es sent via the Connector appear in users’ individual outgoing queues.
To configure the FaxPress eCopy Connector, follow these steps:
1. Launch the eCopy ShareScan OP Administration console. The FaxPress Con-
nector appears in the list of available connectors. Open the FaxPress Connector.

Note: If more than one FaxPress or FaxPress server is active on the network,
the ShareScan OP Administration utility will allow you to select the FaxPress
server to use.

2. In the Display tab of the eCopy ShareScan OP Administration interface, the Im-
age and Label fields display the default fax icon and associated text representing
the FaxPress 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 tab provides a number of configuration
options. The Connector can save one configuration or multiple configuration pro-

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files. If there are multiple FaxPress servers on the network, use the Server List
to select a FaxPress server.
The Connector can be configured to run in either the shared account or individ-
ual account mode.
Shared account – In this mode, all users share one account. Users are not
prompted to log in and do not have access to personal cover pages. All sent faxes
appear in the dedicated Connector account’s outgoing queue, and are only acces-
sible by the supervisor. To use this mode, leave the Enable User Authentication
option unchecked. Create an account on the FaxPress for the Connector. Enter
the user name and password of this account in the User Name and Password
fields, and click the Login button to verify that the Connector is able to success-
fully log in to the FaxPress . Be sure to click the Save button to save the configu-
ration profile.
Use the Default Cover Page field to specify a corporate cover page for the shared
account. Use the Phone Book View field to specify a phone book (see Phone Book
Integration on page 60 for more info.) Click the Login button once before speci-
fying the cover page and phone book. This will populate the Default Cover Page
field with a list of available cover pages, and make the specified phone book ac-
cessible.
Individual account – In this mode, users access their own personal accounts for
faxing and are prompted to log in to scan and fax from the copier or MFP. To use
this mode, select the Enable User Authentication option. In the individual ac-
count mode, outgoing faxes sent via the Connector appear in users’ individual out-
going queues.
4. The Tracing tab allows you to specify a log file location and also allows you to se-
lect the frequency and the way the log files are created. All fax transactions are
logged in a log file.
The Tracing tab offers a choice between the following options:
„ Daily – A new log file is created each day.
„ Unlimited File size – The connector will always use the same log file, no matter
what the size is.
„ When the size reaches a certain size – A new log file is created only when the
previous file reaches a given limit.

Sending Faxes From Copiers, Scanners and MFPs

The FaxPress Connector user interface provides convenient and user friendly touch-screen
faxing. To send faxes from a copier, scanner or MFP using the FaxPress Connector, follow
these steps:
1. Place the document into the feeder or onto the scan bed.

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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 appears only if the Connector is config-

ured for individual account mode rather than shared account mode. (See FaxPress
+ eCopy ShareScan OP Integration on page 60 for more information on shared ac-
count mode and individual account mode.) If the Authentication interface appears,
enter your FaxPress account user name and password in the User Name and
Password fields.
4. The scan status interface provides a visual account of your 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 return to the initial ShareScan OP interface shown in step 1.
The Connector does not use the Settings and Advanced buttons.
5. The Send interface allows you to enter the information required for fax transmis-
sion. Only the recipient fax number is mandatory; the other fields provide optional
information that will appear on the fax cover page.
If the Connector is configured for individual account mode, and you logged in
using the Authentication interface, the From field will display your FaxPress user
name. If the Connector is configured for shared account mode, and you were
automatically logged in to the system, the From field will by default display the
FaxPress account name associated with the Connector. In either case, the default
From field information can be modified.
To add recipient name, company name and fax number information, use the "+"
button. Use the "-" button to remove recipient information, and use the Edit but-
ton to modify entries. Use the Phone Book button to add recipients from existing
databases. The Subject field allows you to enter information that will appear in
the Subject field of the fax cover page.
Use the Billback Code field to associate a bill back code with the fax. If the Con-
nector is running in individual account mode, the Cover Page field will allow you
to select either corporate or personal cover pages. If the Connector is running in
shared account 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. Only
the fax number is required. Click OK to return to the Send interface.
7. Using the Phone Book button provides access to fax recipients from a variety of
database sources. Use the Select View pulldown menu to choose a phone book,
then use the To drop-down list to select recipients. The Connector’s look-ahead
search feature allows you to enter only the first few letters of a recipient name and
then directs you the recipient from the drop-down list. simplifies data entry, espe-
cially on copiers and MFP devices with soft keyboards. With the look-ahead search
feature, you may

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8. In the Document Sent Successfully window, selecting the Done button allows
you to exit the Connector interface and return to the initial ShareScan OP window
shown in step 1. Selecting the New Document button allows you to send addi-
tional documents using the same sender and recipient settings from the previous
job. Selecting the New Destination button allows you to send the same docu-
ment to additional recipients.

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 Admin Guide > FaxPress + EFI SendMe Integration

FaxPress + EFI SendMe Integration

Castelle FaxPress connector enables EFI SendMe customers to fax documents directly from
any SendMe MFD-compatible device. Once installed, the FaxPress button shows up on
SendMe main screen. To fax a document, users are prompted to scan and enter a list of
recipient names and fax numbers. Recipient information can be entered directly via the
SendMe console or selected from any database address book. Users may also select which
cover page to use and enter a short message to appear on the cover page. An administra-
tion utility is provided to allow supervisors to select which FaxPress server and user ac-
count to use when faxing.

Installation Guide
To install the plug-in:
1. The installation starts with a welcome screen.
2. Select the name of shortcuts group under the Start menu.
3. The snstallation summary screen is displayed.
4. InstallShield copies the files and registers the connector
5. Installation complete. Check Configure to launch the admin configuration tool.

Administration Guide
Once the connector is installed, a Castelle Fax Connector for Send Me is added to the
Start menu.

This tool allows Administrators to select the following parameters:

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„ FaxPress server to use when faxing through SendMe (Click Find Servers to display
a list of all FaxPress servers on your network. If FaxPress server resides on a
different network segment, you can manually specify the IP address of the server.)
„ The user account to use when faxing. There are two modes supported:
„ All users send from a shared account and therefore do not need to login indi-
vidually in order to fax. In this case, check the Share this account for all
users and specify a user name and password. You can click Login to verify
the information and connectivity with the server.
„ Each user will need to login using their own credentials on FaxPress before be-
ing able to send a fax. In this case, uncheck the Share this account for all
users.
For troubleshooting, you may turn on tracing and specify the path where the trace file
should be generated and the maximum size of the file.

Sending a Fax
When the connector is installed, a Castelle Fax button is added to the SendMe main con-
trol panel.

The first step in sending the fax is to scan the document. The following screenshot shows
a scanned document (3 pages).

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When scanning is done, click the Send tab:

A compose fax window will appear to allow you to select recipients and compose a cover
page message.
To add or remove recipients from the list, click the To button. A Recipients window will
appear to allow you to either enter fax recipients directly or select them from an address
book.
To enter recipients’ information directly, select the Direct fax Number radio button and
enter the fax number, name and company of the recipient (fax number is the only man-
datory field, the rest are optional). After you enter the recipient information click To ->’ to
add it to the list. To remove a recipient from the list, select the entry and click the <- De-
lete button.

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To select recipients from the address book, select the Castelle Fax Address book radio
button. The screen will switch to show the address book:
Each phonebook may have multiple views (groups). You can select the group by clicking
the Phonebooks combo box and enter a text in the quick search field. Only those items
that contain the text will show up in the list .
The address book control allows you to select and highlight multiple recipients, and then
click To-> to add them to the list.
You can combine recipients from the address book with recipients that you enter directly
from the SendMe console.

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 Admin Guide > HP9100C Scanner Connector

HP9100C Scanner Connector

Integrating the HP 9100C Digital Sender (Network Scanner) with the Castelle FaxPress
consists of two steps:
1. Enabling HP Scanner Support on the Castelle FaxPress.
2. Installing and configuring the HP 9100C Digital Sender and Digital Sender Service
so that they will submit faxed jobs to the Castelle FaxPress.

Enable HP Scanner support on the Castelle FaxPress

1. Launch the FaxPress client and log in to the FaxPress as supervisor or as a Fax-
Press user with supervisor rights.
2. Right-click on the FaxPress server listed under FaxPress Neighborhood and then
select the Properties button.
3. In the FaxPress Server Properties dialog box, select the Advanced Functions tab.
4. In the Enable support for section, check the box next to HP Network Scanner. You
will be prompted to reboot the FaxPress for the change to take effect.
5. After the FaxPress reboots, there should be a FaxPress user called HP_Scanner
and 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 Service installation.
6. The FaxPress is now ready to support a HP 9100C Digital Sender.

Install and Configure the HP Digital Sender Service and HP 9100C Digital
Sender

Installing
Before installing the HP Digital Sender Service, make sure the HP Digital Sender Service
user name has:
„ Administratorrights.
„ a password that never expires.
„ Log on as Service rights. By default the Administrator user will not have Log on as
Service Rights. This will have to be granted to the user.
Install only on a Windows NT or 2000 computer. If an HP Network Scanjet 5 scanner is
on the network, the HP Digital Sender Service can be installed on the Windows NT server
the HP Network Scanjet 5 scanner service is on. This will manage both the HP Network
Scanjet 5 scanner and the HP Digital Sender.
Follow these steps to run the setup:
1. Run the master setup on the HP 9100C Digital Sender CD.
2. Click Install the HP Digital Sender 9100C.
3. On the type of installation screen, click HP 9100C Administrator.

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4. In the component screen uncheck Administrator software, and check HP Digital

Sender Service. Click Next.

5. Enter HP Digital Sender User name information: user name and password (created
in the steps above).
6. A question will appear prompting for the addition of the Fax Service Functionality.
Click Yes to add.
7. Choose FaxPress from the list of LAN Fax vendors, and browse to the Work Area
Path (typically \castelle\08xxxxxx\hpfscan on the file server hosting the Fax-
Press).

8. A reminder message will pop up prompting to make sure the HP Digital Sender
Service user has read/write access to the work area.

Configuring
1. Run HP Jetadmin.
2. Under Options, uncheck Interview Mode. This will put HP Jetadmin in Expert
mode.

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 Admin Guide > HP9100C Scanner Connector

3. Right-click the HP Digital Sender and click Modify.

4. Click the Fax tab and Network Fax Server. (This is a functionality of Firmware 3.0.
Click here for upgrade.)
5. In the HP Digital Sender Service box, enter the Network Name or IP address of the
computer that has the HP Digital 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 necessary.
8. Click OK.
9. Check the Enable Fax checkbox.
10. Add Fax destinations to the public fax address book:
a. In Address Book Manager, click Public Fax.
b. Click File and New.
c. Fill in the information in the Fax dialog box and click Add.
d. Repeat step c for each fax destination.
e. Click Close when finished.
11. Send a test document.

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Admin Guide > Ricoh GlobalScan 2.0 Integration

Ricoh GlobalScan 2.0 Integration

Castelle FaxPress services for GlobalScan 2.0 enable Ricoh MFD customers to fax docu-
ments directly from the MFD console using Castelle FaxPress server. Castelle provides two
services:
„ Castelle Fax – Allows supervisors to configure a shared account so that users will
not be required to login every time they need to send a fax.
„ Castelle Authenticated Fax - Allows supervisors to require that users be required
to login using their personal FaxPress account in order to send a fax from the MFD.
These two services are mutually exclusive. Upon installation and configuration of
the system, supervisors will make the decision whether they will require users to
login using their own personal FaxPress account before they are allowed to scan and
fax the document through FaxPress. If the supervisor chooses not to require login,
a gateway account must be added using the FaxPress client and then configured as
a shared GlobalScan account using the service admin configuration interface.

Installation Guide
To install the plug-in follow these steps:
1. Before you run the installation make sure you have administration privileges on
the machine
2. Unzip the installation file into a temporary folder (e.g. c:\temp)
3. Run the Setup program
4. InstallShield installation wizard will start and guide you through the process:

Step 1: Welcome dialog

Step 2: Copy dialog

All files are copied to the Ricoh directories (as FaxPress for non-authenticated or FaxPres-
sAuth for authenticated):
„ FaxPress.DLL - The service DLL is copied to
\RICOH\GlobalScan\Plugins\FaxPress
„ Admin ASP file are copied to G:\RICOH\GlobalScan\Web\Admin\Plugins\FaxPress
„ API ASP files are copied G:\RICOH\GlobalScan\Web\API\Plugins\FaxPress
Step 3: Installation Complete dialog

Administration Guide
An supervisor will follow the GlobalScan 2.0 administration guide on how to add a new
project that will include the FaxPress service.

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 Admin Guide > Ricoh GlobalScan 2.0 Integration

After adding the service to the project, the supervisor needs to configure the service.

FaxPress Service Configurations

Click Configure, which is next next to the FaxPress service.

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The FaxPress configuration screen is displayed.

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 Admin Guide > Ricoh GlobalScan 2.0 Integration

1. If the FaxPress server is on the same subnet as the GlobalScan server, its name
will show up in the list. Otherwise, the supervisor needs to select Other from the
Server List and manually type in the IP address of the FaxPress server.
2. Enter the User Name and Password, then press Login to verify connectivity to the
server and account information. The list of cover pages are retrieved from the
server and displayed in the cover page list once connection to the FaxPress server
is established.
3. Press Update to update the service configuration
4. Press Cancel to exit.

Note: When Update is pressed in step 3, the service configuration is properly

saved. Thus, do not be alarmed at having to press Cancel to exit this screen;
your changes have been saved and properly applied.

User Guide
When the FaxPress service is configured, it shows up in the MFD GlobalScan console.

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Admin Guide > Ricoh GlobalScan 2.0 Integration

To send a fax, click Castelle Fax and configure the fax parameters:

From / Subject Form

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 Admin Guide > Ricoh GlobalScan 2.0 Integration

New Recipient Form

To manually enter recipient information, click New Recipient.

Enter the recipient fax number, name and company and click OK. To enter multiple recip-
ients, click New Recipient again. You will notice that the recipients are concatenated into

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the recipient list in the format name@fax number @ company. You can add as many re-
cipients as needed.

Group – Selecting External Phone Book Group

If your FaxPress server is configured to use an external database phonebook (ODBC
phonebook), you can select the phonebook group. To change, click the down arrow and
select the group name form the list.

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Selecting Recipients Form an External Phone Book Group

Once you select the group, click the Group Members and select the recipients from the
phonebook. To search for a recipient, clickSearch and type in the first few letters of the
recipient’s name. For example, to search for a name that contains Ni, type Ni. The list will
display any and all names that start with the letters Ni.

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Cover Page
To select a cover page, click Cover Page. The list will show the available cover pages.
FaxPress supports Corporate or no cover page (FaxPress Premier supports multiple Cor-
porate and personal cover pages).

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FaxPress Authenticated Service

FaxPress authenticated service is very similar, except for a login screen that the user
needs to complete before the scan button is enabled.

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Admin Guide > Ricoh GlobalScan 2.0 Integration

Users need to enter their personal FaxPress account credentials to login to the FaxPress
before they can send a fax.

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 Admin Guide > Sharp OSA Connector

Sharp OSA Connector

Castelle FaxPress connector enables Sharp customers to fax documents directly from any
Sharp MFD compatible device. Once installed, a FaxPress button shows up on Sharp con-
trol panel screen. To fax a document, users are prompted to scan and enter a list of recip-
ient names and fax numbers. Recipient information can be entered directly via Sharp
console or selected from any database address book. Users may also select which cover
page to use and enter a short message to appear on to the cover page.

Before You Start...

Make sure your FaxPress server setup meets the following criteria before installing the
Sharp MFD connector:
„ Castelle FaxPress running 9.0 or newer software.
„ Microsoft Windows Workstation or Server running IIS with the following components
installed:
„ FaxPress 9.1 client (Make sure you can log in successfully to the FaxPress fax
server and send a TIFF image file as an attachment via the send fax dialog).
Make sure the FaxPress client is set to use PCL-based cover pages (see Word-
based vs. PCL Based Cover Pages on page 176 for more information).
„ .NET Framework 1.1
„ FTP Services (under IIS)

Note: All testing at Castelle has been done with IIS running under Microsoft
Windows Server 2003 running IIS 6.0.

Installing the connector

1. Insert the FaxPress 9.1 Installation CD-ROM.

Note: If autorun is not enabled, browse the CD and launch autorun.exe.

2. Select Install FaxPress Plus.

3. In the FaxPress Plus Setup screen, click Next>.
4. In the Select Components screen, select Administrator Installation.
5. Select Email Gateways & Connectors.
6. Select MFP and Scanners.
7. Select More Scanner Integrations.

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8. Select FaxPress Sharp Connector.

9. The FaxPress Plug-in for Sharp OSA installation starts.
10. At the screen to "Select Installation Address" make sure the port is correct. Port
80 (standard HTTP: port) is selected by default.
11. The installation completes successfully.
The following items are created in IIS by this installation:
„ FaxPressOSA directory under the default Web Site.

Note: Dot-NET 1.1 must be selected if both .NET 2.0 and 1.1 are both installed
on your server.

„ Virtual FTP directory under your Default FTP site at c:\castelle\sharpftp.

Note: The read/write permissions are enabled and should be left enabled for
this to work correctly.

Configuring the Sharp MFP

The connector runs as a .NET application pre-installed on the FaxPress server. To add Fax-
Press to the set of applications available on the MFP, you will need to register the OSA Ap-
plication. This is done by specifying the address of the home page for the FaxPress OSA
application.

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 Admin Guide > Sharp OSA Connector

The application home page can be accessed at: http:// <Server IP Address>/FaxPres-
sOSA/Default.aspx

Note: Replace <Server IP Address> with the actual IP address of the

FaxPress server.

Once the application is registered with the MFP, it will show up in the list of external ap-
plications.

Administration
An 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.aspx

Note: Note: Replace <Server IP Address> with the actual IP address of the
FaxPress server.

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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 modes supported:
„ All users send from a shared account and therefore do not need to login individually
in order to fax. In this case check the Share this account for all users and specify
a user name and password. Click Login to verify the account information.
„ Each user will need to login to his/her own account on FaxPress before being able
to send a fax. In this case uncheck the Share this account for all users.
The FTP directory field will also be pre-configured to point to the FTP directory on the local
FaxPress server and cannot be changed.
For troubleshooting, you may turn on tracing by check the Trace checkbox.

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Sending a Fax
When you click the FaxPress button on the Sharp MFP control panel, the user authentica-
tion screen prompts you to login to FaxPress. This screen shows up only if the Administra-
tor configured the connector not to use a shared account but to force each user to use their
own account.

Once you are logged in, the next screen prompts you to select the fax parameters including
sender name, recipients, subject and cover page. You may also select from any of your
personal or corporate cover pages:

You can add recipients manually or by selecting them from any database phonebook:

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To define a recipient manually, specify the recipient name, fax number, and company (only
a fax number is necessary).

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 and
modifying any of the recipients’ parameters.

Selecting Recipients from FaxPress Database Phonebooks

FaxPress supports any number of database-based phonebooks. These may be file-based
databases such as Microsoft Access or Excel or any SQL database. For information about
setting up FaxPress database address books, see Creating Corporate Phone Books on page
198. Once you setup the phonebook in FaxPress it becomes visible through the FaxPress
Sharp connector so users can select recipients directly from the MFD control panel.

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When you choose to select recipients from FaxPress database phonebooks, the one-click
search screen will be displayed:

This screen allows you to:

„ set the default phonebook.
„ click the first letter of the 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 can change the selected phone-
book or view by clicking Change PB, which will display the list of all available phonebooks
and groups as defined in FaxPress:

One-Click Search
Click on the first letter of the recipient’s first or last name. The list of matching recipients
will be displayed:

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You may also 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 = 408, all recipients whose names start with Ja
from the 408 area code will be displayed.

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

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The document will be scanned and transmitted to the FaxPress:

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FaxPress Administrator Guide

FaxPress: An Introduction
 Admin Guide > Activating the FaxPress Software

Activating the FaxPress Software

The FaxPress 9.x software must be activated with a Software Activation Key, determined
by your FaxPress unit’s serial number, to enable the FaxPress client software and associ-
ated FaxPress Email Gateways to function.
To use the FaxPress utility to access Castelle’s Product Activation Key request page and
obtain your Product Activation Key, follow these steps:
1. Go to FaxPress’s Software Activation Key directory, located in the Administra-
tion branch of FaxPress Neighborhood.
2. In the Product Name list on the right, right-click on FaxPress and select Li-
cense.
3. Next, in the Software Activation Key window, click the Obtain Key from Web
button to go to Castelle’s Product Activation Key Request page for your FaxPress
unit’s Activation Key code.
4. Next, select the License FaxPress and enter the 16-digit Activation Key code ex-
actly as given in the License Key field. Include all hyphens, exclude spaces, then
click Enable. You can also choose the Enable 30 days evaluation option. 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 will then need to be entered as described above.

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Admin Guide > FaxPress: An Introduction

FaxPress: An Introduction
The client-based FaxPress is the primary FaxPress administration and fax transmission
utility, used to manage FaxPress users and administer FaxPress units, as well as send and
receive faxes.
The most frequent functions you’ll use FaxPress for include:
„ Sending and receiving faxes
„ Adding and deleting users
„ Configuring FaxPress server and user properties
„ Managing, job queues, phone books and cover pages
FaxPress displays your data in a convenient folder layout. The main folder is called Fax-
Press Neighborhood. When you expand the FaxPress Neighborhood, FaxPress displays
all the available FaxPress servers on the network.
If you are using a Novell network, all of the FaxPress servers are displayed. If you are on
a Windows network, all the FaxPress servers on the same TCP/IP segment will be dis-
played.
To access a FaxPress server on a different Windows network segment, you will have to
manually locate the server by specifying the IP address and giving the server a name. For
information on how to locate a remote server, refer to Locating a Remote FaxPress Server
on page 98.

Starting FaxPress
Starting FaxPress will require you to log in using the generic FaxPress supervisor account.
Three generic types of FaxPress user accounts are available to you:
„ The Unaddressed Mailbox
„ The Guest Mailbox
„ The Supervisor Mailbox
All of these generic user accounts or mailboxes are initially configured with no password
as the default. Immediately assign a password to the Unaddressed and the supervisor
mailboxes the first time you login to your FaxPress. By default, the FaxPress will direct all
incoming faxes to theUnaddressed mailbox until configured to do otherwise.
To start FaxPress, the FaxPress client, follow these steps:
1. Go to Start>Programs>FaxPress>FaxPress.
2. Log in as supervisor, or as a user assigned supervisor rights, by going to
Start>Programs>FaxPress>FaxPress on a workstation with the FaxPress Cli-
ent for supervisors installed. By default, the password for the supervisor user
is blank.
3. If this is the first time you’ve opened FaxPress, you will be prompted to activate
your software.
4. Enter your FaxPress Activation key code and click Enable, or select Obtain Key
from Web to get your activation key. You can also choose to license the software

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 Admin Guide > FaxPress: An Introduction

later by going to the Software Activation Key folder in FaxPress. See Introduc-
ing the FaxPress on page 1 for details.
5. If there are three or fewer FaxPress servers on your network, FaxPress will be the
first window to appear. If there are more than three FaxPress servers on the net-
work, or if the FaxPress is on a different network segment, the FaxPress Accounts
window will appear, requiring you to select and add a FaxPress to log into.
If the FaxPress you’re looking for does not appear, it is located on a different seg-
ment, and you’ll need to add it. See Locating a Remote FaxPress Server on page
98 for more information.

Logging into FaxPress

To log into the FaxPress server, follow these steps:
1. Either double-click on the FaxPress serial number/name in the FaxPress Neigh-
borhood, or right-click on the FaxPress serial number/name and select Login
As....
2. In the FaxPress Login window, enter supervisor in the User Name field. Leave
the Password field blank. By default, unless it’s been reset, the password for the
supervisor user is blank.

Note: Although the supervisor account is initially set with a blank default
password, we recommend that you set a password or establish your personal
mailbox with supervisor privileges.

3. Once you’re logged in, expanding the Administration branch will display all of the
FaxPress administrative features. These features are described in detail in Fax-
Press Administrator Folders on page 192.

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Admin Guide > Locating a Remote FaxPress Server

Locating a Remote FaxPress Server

If you are using a Windows network, your FaxPress server could be installed on a different
TCP/IP segment.
To determine whether this is the case, follow these steps:
1. Right-click on FaxPress Neighborhood to display the FaxPress Accounts...
button.
2. Click on the FaxPress Accounts... button to displayed the FaxPress Accounts
window.
All the FaxPress servers installed on your network segment are automatically dis-
played in the right panel. FaxPress servers installed on a different network seg-
ment are automatically displayed on the left.
If you want to add a FaxPress server installed on another segment of your Win-
dows network to your list of available servers, follow these steps.

Note: The TCP/IP Advanced button will be deactivated if the server selected
is installed on a Novell network.

3. Click on the TCP/IP Advanced button in the FaxPress Accounts window to

bring up the Host Editor window.
4. In the Host Name field, enter a name to associate with the remote FaxPress serv-
er you want to register.
5. In the IP Address field, enter the IP address assigned to the FaxPress server you
want to register. Ask your network administrator for the correct IP address.
6. Click on the Add button to add the server to your list of available FaxPress servers
in the FaxPress Accounts dialog box. The new server will be displayed in the
server list in the left panel with an asterisk before its name, designating this server
as a user defined server.
7. Click OK to return to FaxPress and double click on your FaxPress Neighborhood
folder. Your remote server should now be displayed.

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 Admin Guide > Setting the Supervisor Password

Setting the Supervisor Password

After configuring your Supervisor account with a password as described here, be sure to
use the same steps to configure the Unaddressed user mailbox account. Until automatic
routing is configured (see Automatic Routing: PBX and FaxPress Integration on page 103),
all incoming faxes will be stored in the Unaddressed mailbox.
To configure your supervisor account, follow these steps:
1. Right-click on your Supervisor mailbox and select Properties.

Note: For more information on all of the Mailbox and Personal Folders features,
refer to the FaxPress User Guide.

2. The User Properties screen includes a variety of user configuration parameters..

3. Click the Set Password button to open the Change Password screen and set a
new password.

Note: For details on configuring FaxPress accounts, refer to on page 166.

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FaxPress Administrator Guide

Configuring the FaxPress

 Admin Guide > Advanced Functions

Advanced Functions
The Advanced Functions allow you to configure advanced server functions and support
features.
To configure the Advanced Functions:
The Add a date and time stamp on the top of each incoming fax option will add the
local date and time to the received fax.
The Keep outgoing faxes that were sent out successfully allows faxes to show up in
the Outgoing Fax Queue with status SENT rather than being removed from the list. By
default this option is on. All faxes not sent successfully will be retained automatically. If
you activate the archive service for outgoing faxes, this will automatically be turned on.
To Use the same fax line to send successive jobs to the same fax number, click this
box. If these feature is checked, subsequent faxes will not be sent until the completion of
the preceding fax.
To Include sender’s and recipient’s names in the imprint field of an outgoing fax
click this box. If you are including a cover sheet with your faxes, this function may not be
necessary. This setting eliminates the need for a cover page in broadcast fax situations.
To be compliant with the Telephone Consumer Protection Act of 1991 you must include
data and time and identification of sender either in the top margin of each fax page or on
the cover page. If you are not including a cover page, you must select this option.
If you wish to limit the amount of data sent during a resend operation for failed faxes, click
When resending failed faxes, to send only the part that was not already sent al-
lows the FaxPress to send only the pages that were not sent the first time. This will not
function correctly with intelligent fax machines (such as the FaxPress) that do not store
(or print) the failed fax.
To automatically print a copy of the transmitted fax and it confirmation, click After send-
ing fax, print entire fax and confirmation page.
If you are using DID for routing faxes, click I am using DID for inbound fax routing.
When you enable this feature, an additional text box will be displayed at the bottom of the
dialog box.
Specify number of digits in your DID trunk line by clicking the appropriate radio button for
3 or 4. The default value is 4.
The To enable DID receiving diagnostic mode option enables the Premier to record,
in a dtmf.log file, the mail box IDs of all fax recipients, the time of the incoming faxes, and
the number of DTMF digits passed by the PBX.
The Keep a copy when forwarding an incoming fax to another user allows copies of
faxes to be kept when forwarded.

Supported Functions
Click the Enable support for: box to configure the following support functions:
HP Network Scanner— Use this to configure the FaxPress server to accept jobs
from HP network scanners. See Castelle’s HP scanner and FaxPress integration
technical notes at http://www.castelle.com/support for instructions on how to im-
plement this feature.

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Admin Guide > Advanced Functions

InfoPress Fax-On-Demand— This system offers windows-based management

features, high-volume fax delivery, integration with leading-edge technologies like
the Web and Adobe Acrobat. Extensive customization features making the system
unmatched in the industry.
Load Sharing— This is used to configure your FaxPress server to act as a slave
for either NT or Netware environments. When you enable this feature, an addition-
al field will be displayed at the bottom of the Advanced Functions screen.
Enter the serial number for the FaxPress server that will be the master for this
server.

Note: The maximum number of slave units that a master unit can control is two
(2).

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 Admin Guide > Automatic Routing: PBX and FaxPress Integration

Automatic Routing: PBX and FaxPress Integration

Integration with a PBX or DID trunk lines is considered by Castelle to be the most reliable
form of fax routing, although Castelle also supports other forms of automatic fax routing
including T.30 Sub-Addressing, manual DTMF from a Fax machine with a handset and
Third-Party OCR routing.
FaxPress can be easily integrated with many popular PBX’s to provide automatic delivery
of incoming faxes to the recipient’s email mailbox or desktop. Using your corporate PBX
eliminates the need to order additional outside lines and additional hardware for the Fax-
Press.
The Castelle FaxPress SBE, 2500, 5000, 7000/7500 are designed to work with standard
loop start telephone lines. These models do require, however, the use of an Exacom or
CTPX converter or a compatible PBX to interface to wink or loop start trunks, or to the
PBX’s analog ports. See Discontinued FaxPress Products on page 308 for more specific in-
formation.
For this reason, FaxPress is an ideal product for use behind a compatible PBX that provides
a loop start type interface. The FaxPress is easily connected to PBXs that support loop start
integration for Voice Mail, with configurable DTMF transmission.

Preparing your PBX System for Automatic Fax Routing

Most PBXs can be configured to support multiple voice mail systems. The FaxPress, to the
PBX, will be seen as a second voice mail system.
PBX systems differ in many ways but they do share the common principles of operation
covered here. For more specific technical documentation on specific PBX systems, please
view our library of technical documents on this subject on our support site:
http://www.castelle.com/support/documentation/
The primary concern when integrating FaxPress with your PBX is to make sure that the
PBX can be configured to transmit only the dtmf digits of the Mailbox ID, and no other dig-
its such as A or D tone, or a string of digits preceding the number. FaxPress can, however,
strip unnecessary digits in the following cases.
For 4 digit mailbox IDs, FaxPress can:
„ from a 16 character set, strip 10 characters in front of the 4 digit mailbox ID, and
2 characters after the mailbox ID.
„ from a 10 character set, remove 5 characters in front of the 4 digit mailbox ID, and
1 character after the mailbox ID
„ from a 6 character set, remove 2 characters in front of the 4 digit mailox ID.
„ from a 5 character set, remove a # sign before or after the 4 digit mailbox ID.
„ from a Philips iS3070 PBX string "xxxxxxxxxxxxx1234x" perform the required
parsing function.
For 3 digit mailbox IDs, FaxPress can:
„ from a 15 character set, strip 10 characters in front of the 3 digit mailbox ID, and
2 characters after the mailbox ID.

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„ from a 9 character set, remove 5 characters in front of the 3 digit mailbox ID, and
1 character after the mailbox ID
„ from a 5 character set, remove 2 characters in front of the 3 digit mailox ID.
„ from a 4 character set, remove a # sign before or after the 3 digit mailbox ID.
„ from a Philips iS3070 PBX string "xxxxxxxxxxxxx123x" perform the required
parsing function.
In order for your PBX to pass the DTMF tones to the FaxPress you may be required to make
some program changes to your PBX. The PBX should consider the FaxPress to be similar
to a Third Party analog voice mail system. The vast majority of PBXs are able to make cus-
tom program settings to integrate with a variety of voicemail systems.
The analog fax modems used by the FaxPress requires your PBX to have sufficient stan-
dard analog ports installed in your PBX. One analog port is required for each FaxPress mo-
dem; please consult your FaxPress documentation to determine the number of modems in
your FaxPress unit.
Once the FaxPress modems are connected to the PBX analog ports you will need to set
your PBX to forward the DID or DNIS information to those analog ports as DTMF signals.
This is very similar to the way your voicemail system is set to work, with the last 3 or 4
digits of the phone number representing an extension number. This same principle enables
the FaxPress to receive an incoming fax call to the correct FaxPress mailbox. A FaxPress
user mailbox can represent a FaxPress client user, printer, email address or customer ap-
plication. The sender of the fax simply enters a regular fax number and the FaxPress au-
tomatically delivers the fax to the correct mailbox (network user, printer, email address or
customer application).
Most people will allocate a block of DID or DNIS numbers currently not in use and assign
these to a hunt group. The hunt group is then tied to the assigned analog ports on the PBX.
The incoming numbers should be set to automatically call forward to the hunt group and
set to send the last 3 or 4 digits as DTMF signals when the line is picked up. The FaxPress
allows a default 15 second timeout interval for the tones to be received, it will then verify
that a mailbox matches those received tones and begin to handshake with the sending fax
machine. To customize the timeout interval, see .

Configuring the FaxPress for PBX Integration

The FaxPress Server Properties and the FaxPress User Properties must both be cor-
rectly configured for FaxPress/ PBX integration. FaxPress/PBX integration requires the
FaxPress to use the same settings used to enable Direct Inward Dialing (DID).
To set the FaxPress Server Properties for automatic routing via your PBX, follow these
steps:
1. Open FaxPress (Start>Programs>FaxPress>FaxPress), login as supervisor
to a FaxPress server, right-click on the server, and select Propertiesfrom the con-
text menu.
2. Click on the Line Settings tab to display the Line Settings.
In the PBX Pre-dial edit box, enter the prefix your PBX system requires for ac-
cessing an outside phone line.

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Many companies have a PBX which requires users to dial a digit, usually a 9 to get
an outside line. FaxPress automatically inserts a 3 second pause after the PBX pre
dial. This means that you do not have to insert a comma after the PBX digits.
If the PBX requires an access code on a per user basis, see on page 166.
For Routing Type, make sure the PBX/DID radio button is selected.
3. Select the Dialing Properties tab.
If your PBX system requires passwords for access to an outside line, check Dial
Access Code in the When dialing through PBX. From the pull down menu on
the right select whether to insert the password Before or After the number is di-
aled.
4. Select the Advanced Functions tab.
Select I am using DID for inbound fax routing. When you enable this feature,
an additional text box will be displayed at the bottom of the dialog box.
Specify number of DTMF digits your PBX passes by clicking the appropriate radio
button for 3 or 4. The default value is 4. You must know precisely how many digits
are being sent to the FaxPress from the PBX. FaxPress provides the To enable
DID receiving diagnostic mode to determine the number of sent digits.
Check To enable DID receiving diagnostic mode to record, in a dtmf.log file,
the mail box IDs of all fax recipients, the time of the incoming faxes, and the num-
ber of DTMF digits passed by the PBX.
To configure the User Properties for automatic fax routing via PBX, follow these steps:
1. Open FaxPress and log into a server with supervisor privileges.
2. Expand the Administration branch.
3. Click on Users. The list of current user mailboxes is displayed in the right panel.
4. Right click on a user mailbox and select Properties.
In the User Properties dialog box, with the User Account tab selected, enter an
identifier number in the Mailbox ID text box. The identifier number may contain
3 or 4 digits. If necessary, enter a PBX access code in the PBX Access Code field.

Note: See Creating User Accounts on page 151 for more information regarding
user configuration.

Receiving Faxes without a Mailbox ID

If a fax is sent to an identifier number for which there is no corresponding FaxPress mail-
box, FaxPress will, by default, reject the incoming fax.
In FaxPress 6.3 and above you may configure the FaxPress server to accept faxes sent to
an identifier number without a corresponding FaxPress mailbox. The received faxes will be
stored in the FaxPress Unaddressed mailbox. (For information regarding the FaxPress Un-
adressed mailbox, refer to your FaxPress manual.)

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To configure the FaxPress server to accept incoming faxes sent to identifier numbers with-
out FaxPress mailboxes, follow these steps:
1. Open the Castelle System folder on your hard drive. The number of fxcfg files in
the System folder corresponds to the number of fax lines.
2. Double-click on an fxcfg file to bring up the fxcfg text file. Type:
did_failure=1
as shown below to allow incoming faxes sent to DID numbers without corresponding Fax-
Press mailboxes to be received and stored in the FaxPress Unaddressed mailbox.
Conversely, type:
did_failure=0
to reject incoming faxes sent to DID numbers without corresponding FaxPress mailboxes.

Configuring the DID Timeout Interval

To specify the number of seconds the FaxPress should allow for incoming digit reception.
The timeout range is 1 to 15 seconds. The default value is 15 seconds.
To customize the timeout interval, type:
did_timeout=9
as shown below.

DTMF Automatic Fax Routing

In DTMF automatic routing, the fax sender uses your mailbox’s four-digit Mailbox ID to
address the fax. To send a fax to a specific mailbox, the sender dials the FaxPress’ phone
number, and then addresses the fax using the recipient mailbox’s four-digit Mailbox ID.
If your FaxPress uses DTMF routing, any fax machine with a touch-tone keypad can use
DTMF dialing procedures to address faxes directly to FaxPress user mailboxes. Faxes au-
tomatically routed to your mailbox appear in your personal Incoming fax list, and do not
appear in the Unadddressed fax list. DTMF dialing can be used to address a fax to one mail-
box per call.
Fax senders must know your FaxPress mailbox ID in order to use DTMF dialing. Faxes not
specifically addressed with DTMF dialing are automatically routed to the Unaddressed mail-
box, where they must be viewed and manuallly routed by a user with Router privileges.
Be sure to provide your FaxPress mailbox ID to people who send you faxes.
Sending faxes via DTMF directly to a FaxPress mailbox requires the sender to use the fol-
lowing addressing procedure:
1. Using a fax station with a touch tone phone or keypad, dial the FaxPress’ fax num-
ber. The FaxPress will answer the call wih a fax data squeal.
2. Wait for the end of the fax data squeal, then press * on the keypad. The FaxPress
will then respond with three tones to confirm DTMF mode. If the FaxPress does not
respond with three tones, try pressing the * again.
3. After the three tones, dial the destination mailbox ID on the touch-tone keypad,
and then press # #. The FaxPress will respond with three tones to verify input,
followed by ready tones.

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 Admin Guide > Automatic Routing: PBX and FaxPress Integration

4. Start the send operation.

If the FaxPress does not have a mailbox with the specified ID, it replies with one long tone
to signify a sequence error. If this happens, clear the error by pressing # #, then return
to step 2.
In short, the DTMF dialing syntax is as follows:
fax number (fax squeal) * (3 tones) mailbox ID ## (3 tones)
For troubleshooting help regarding your DTMF automatic routing, please refer to the Au-
tomatic Fax Routing Troubleshooting link at:
http://www.castelle.com/support/documentation/

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Admin Guide > Configuring the FaxPress

Configuring the FaxPress

The FaxPress Server Properties, a collection of the FaxPress server’s configurable fax pa-
rameters, are accessed through the client-based administration and fax transmission util-
ity, FaxPress. FaxPress is available on client workstations after the FaxPress client is
installed.
The FaxPress Server Properties include these settings:
Server Settings
Line Settings*
Storage Reclamation
Dialing Properties*
Advanced Functions
Internet Faxing
Load Sharing
PBX and FaxPress Integration
Server Information
User Authentication (Novell only)
*Configuration required.
Two of the FaxPress server’s Server Properties, the Line Settings and the Dialing Prop-
erties, require configuration immediately before the FaxPress can send and receive faxes.
The DID/PBX settings may also need to be configured for PBX system integration. The
rest of the Server Properties may be configured once the FaxPress is operational.

Accessing the FaxPress Server Properties

To access the FaxPress server properties, follow these steps:
1. Open FaxPress. (Start>Programs>FaxPress>FaxPress) If you need more
detailed information on logging into FaxPress, see FaxPress: An Introduction on
page 96.
2. Login to the FaxPress server by right-clicking on the serial number or name of the
FaxPress, and selecting Login as. Enter supervisor in the User Name field,
and leave the Password field blank, unless you’ve already set a supervisor pass-
word. By default, the supervisor password field is blank.
3. Right-click again on the FaxPress name or serial number, and select Properties
to open the FaxPress Server Properties.
If you log in as a regular user, without supervisor privileges, the FaxPress Server Proper-
ties will be grayed out. You must be logged in with supervisor privileges to configure the
FaxPress.

Basic Configuration
This section describes the basic configuration required for the FaxPress to be able to send
and receive faxes. The other sections in this chapter provide details on additional config-
uration options, as well as the configuration required for automatic routing and integration
with your T1, PBX system, or DID trunk line.

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Before using the FaxPress to send and receive faxes, you’ll need to configure, at minimum,
the FaxPress:
„ Line Settings
„ Dialing Properties
Before beginning the basic configuration, first make sure:
„ the FaxPress is properly connected to your network and phone system, and is
powered on.
„ the FaxPress 9.x server software is installed
„ either the FaxPress 9.x client for supervisors is installed on a network workstation,
preferably on the same segment as the FaxPress.
After you’re finished with the basic configuration steps described here, be sure to send and
receive a test fax using the supervisor account (see Sending and Receiving a Test Fax on
page 114) to confirm the settings are correct before going on to either configure your Fax-
Press for DID/PBX integration (see Automatic Routing: PBX and FaxPress Integration on
page 103), or to creating and configuring new FaxPress users. (See Creating User Ac-
counts on page 163.)

Note: If your FaxPress is operating in a Novell environment, also see User

Authentication (Novell Only).

To configure the FaxPress server properties required for the FaxPress to send and receive
faxes, follow these steps:
1. Log onto a network workstation, preferably on the same segment as the FaxPress.
The workstation should already have the FaxPress 9.x supervisor’s client installed.
2. Open FaxPress. (Start>Programs>FaxPress>FaxPress) If there are three or
fewer FaxPress servers on your network, FaxPress will appear immediately. If
there are more than three FaxPress servers on the network, or if the FaxPress is
on a segment different from the one you’re on, a FaxPress Accounts window will
appear, requiring you to select and add the FaxPress server you intend to config-
ure.

Note: If you need more detailed information on logging into the FaxPress, or
logging into a FaxPress server on a different segment, see FaxPress: An
Introduction on page 96.

3. Login to the FaxPress server by right-clicking on the serial number or name of the
FaxPress from the FaxPress Neighborhood list, and selecting Login as. Enter

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Admin Guide > Configuring the FaxPress

supervisor in the User Name field, and leave the Password field blank, unless
you’ve already set a supervisor password. By default, the supervisor password
field is blank.

Note: If you log in as a regular user, without supervisor privileges, the FaxPress
Server Properties will be grayed out. You must be logged in with supervisor
privileges to configure the FaxPress.

4. If this is the first time you’ve opened FaxPress, you’ll be prompted to activate your
FaxPress 9.x software. Select Obtain Key from Web to get your activation key,
then enter the key code and click Enable.
5. Right-click on the FaxPress server and select Properties.
6. The FaxPress Server Properties window will appear, with the Server Settings
tab selected. Use the Server field to rename the FaxPress from the default serial
number displayed in FaxPress.
7. Select the Line Settings tab. The Line Settings options provide information the
FaxPress needs to communicate with other fax machines. The number of fax lines
your FaxPress has will depend on the model. FaxPress servers may have 1, 2, 4,
or 8 fax lines.
Each of the FaxPress fax lines is independent, operates concurrently with the other
fax lines, and must be configured. Using the Fax Line pulldown menu, be sure
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’s Fax Lines folder under the
Administration branch.
In the Fax Line field, select a fax line to configure.
If you want to provide the line with an identifier, enter a name or number in the
Remote Terminal ID field. The FaxPress will use this information to identify itself
to the receiving fax machine during the negotiation phase of the fax transmission.
You can enter up to 20 characters for this feature and you may use the same name
or number for all available lines.
For your company name or other identifier to appear in the header at the top of
each successful fax transmission, enter the name in the Imprint Terminal ID edit
box. Enter up to 20 characters.
In the Local Fax Phone Number field, enter the fax number of the line connected
to this FaxPress line port.
In the PBX Pre-dial field, enter the prefix your PBX system requires for accessing
an outside phone line. Up to five digits are allowed. This is not required if the Fax-
Press is not connected to a PBX system. Choose to configure either this option or
the Same PBX Pre-Dial for All lines option in the Dialing Properties tab. Both
should not be configured to function simultaneously. This FaxPress warning
screen will appear if the other Same PBX Pre-Dial for All lines option in the Di-
aling Properties tab is already configured. Choose either to use that existing set-

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ting, or go to the Dialing Properties tab, deselect the Same PBX Pre-Dial for
All lines setting, and configure your PBX settings here.
FaxPress automatically inserts a 3 second pause after the PBX pre-dial. This means
that you do not have to insert a comma after the PBX digits. If the PBX requires
an access code on a per user basis, see Creating User Accounts on page 163.
In the Dialing Type section, select the radio button that describes the dial type
supported by the phone line you connected to the FaxPress. Lines configured for
Pulse dialing support phones with rotary dials. Lines configured for Tone dialing
support push button and newer dialing systems. Refer to your phone company
representative if you need assistance determining the type of dial system your
phone lines support.
In Number of Rings to Answer, specify the number of rings FaxPress allows be-
fore answering incoming calls. This setting accommodates PBX systems that may
require a specific number of rings. The default value is 2.
In theLine Direction section, select the direction of communication you want the
line to handle. Select:
„ Bi-Directional if you want the line to handle incoming and outgoing faxes.
„ Input Only for the line to handle incoming faxes only.
„ Output Only for the line to handle outgoing faxes only.
„ Not Connected if you do not want the line to handle incoming or outgoing faxes.
If you do not connect a line to an available phone jack, you must configure the line
as Not Connected. If there is no phone line connected to the fax port, and Not
Connected is not selected, FaxPress will mistakenly send fax jobs through the fax
port without the phone line and end up with a job failed status.

Note: The line direction parameter must be set for each line on the FaxPress
server. If a line is not currently being used, set this parameter to Not
Connected.

You must set a routing type parameter in the Routing Type section. This pa-
rameter sets the method the FaxPress will use to distribute faxes received on the
current line to user mailboxes. You can select DID, DTMF or Assigned Line User.
DID and DTMF are automatic routing systems that may require special equipment,
configuration or instructions, or sender intervention, and which place the incoming
fax directly into the intended recipient’s user mailbox. If the automatic routing sys-
tem is not used for the current fax line, use Assigned Line To User, the default
value, which automatically places unaddressed incoming faxes into a specific Fax-
Press mailbox. This mailbox can be the default UNADDRESSED mailbox or, once
additional user accounts are created, any FaxPress user mailbox. If the default Un-
addressed account is used, any user with Supervisor, Router, or Operator privileg-
es can access the Unaddressed mailbox to route the inbound faxes. See Creating
User Accounts on page 163 for more information on user privileges. If the inbound

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line is assigned to a specific user rather than to the Unaddressed mailbox, the as-
signed user can route faxes from this mailbox to any other user mailbox.

Note: To deploy inbound production faxing, where incoming faxes are

automatically sent to a specified directory, see Administrator Utilities on page
135.

8. Select the Dialing Properties tab to configure your FaxPress server dialing re-
quirements. These settings allow the Premier to be set up to automatically add re-
quired dialing prefixes or leave out unnecessary prefixes.
For the FaxPress to automatically generate complex phone number, you must configure,
at minimum:
„ The local country code
„ The local area code (if any)
„ The long distance preamble
„ The international preamble
„ The number of digits in the local phone number
„ Whether to insert the PBX password, if there is one, automatically at the beginning
or end of the fax telephone number.
In the Where I am section, select the area code and country code for your area:
Country code is— The ITU assigned country code for each country. For the US
this is 1, for UK this is 44 etc. The country code for the FaxPress is set in the Dialing
Properties dialog.
Area code is— The next lower level detail in a phone number. In the US this is a
3 digit number like 408. Some countries like Singapore do not have an area code.
In this case, all non-international numbers are local. The area code for the Fax-
Press is set in the Dialing Properties dialog.
In the To dial from this location section:
For long distance dial— The digit(s) that must be dialed for each long distance
call preceding the actual number. In the US, this is 1. This is required for any num-
ber dialed whose area code does not match the area code of the FaxPress.
For International dial— The digit(s) that must be dialed for each international
call preceding the number. In the US, this is 011. This is required for any number
dialed to another country.
In the In my country section:
Enter the maximum number of digits in a local phone number in the The 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 codes.

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If you are using a PBX system and passwords are required for access to an outside line,
in the When dialing through PBX section:
Check Dial Access Code and use the pulldown menu on the right to select wheth-
er to insert the password Before or After the number is dialed.
The Same PBX Pre Dial for all lines option, if selected, applies the PBX Pre-Dial
codes specified in the International, Long Distance, and Local fields to all fax lines
and all users. Choose to configure either this option or the PBX Pre-Dial option
in the Line Settings tab. Both should not be configured to function simultaneous-
ly. To set the same PBX pre-dial for all lines, select Same PBX Pre Dial for all
lines, then specify pre-dial digits for International, Long Distance or Local.
This FaxPress warning screen will appear if the other PBX Pre-Dial option in the
Line Settings tab is already configured. Choose either to use that existing setting,
or go to the Line Settings tab, deselect the PBX Pre-Dial setting, and configure
your PBX settings here.
In the Dialing Rules section:
Click Apply dialing rules to fax numbers to activate the dialing rules you’ve just
defined for all phone numbers in your FaxPress native phonebooks. Apply the di-
aling rules if any of the following scenarios represent your system:
„ Multiple sources of phone numbers, each with possible a different format of stored
numbers.
„ The wish to avoid repeated dialing of preamble digits, thus keeping the dialing
sequence short.
„ Area code overlays, sometimes requiring the dialing of the complete long distance
+ area code sequence.
„ The use of the FaxPress in dialing many different counties, with some countries not
having a concept of area codes, some countries having different dialing restrictions
etc.
„ The use of PBX passwords.
Set the rules for dialing Area codes in the US or Canada by clicking the Area Code Rules
button at the bottom of the screen to bring up the Area Code Rules window.
When making local calls in some areas of the US and Canada, the phone company re-
quires the area code or even the long distance preamble plus area code. To specify the
requirements for your area, select one of the following:
„ Always dial long distance preamble and area code.
„ Always dial long distance area code
„ Don’t dial the area code
In some cases, this requirement applies only when you are dialing specific ex-
changes. To specify when this is necessary, click the New button in the Dial long
distance preambles with the following prefixes: area.
Likewise, when making long distance phone calls, you may not need to use area
codes and long distance preambles for certain area codes. Click New to specify
the areas codes that do not require the addition of area code numbers in the box
for When calling to other area codes.

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When you are finished with your selections, click OK to return to the Dialing Prop-
erties dialog box.
Click OK when you have finished configuring your dialing properties or select another tab
on continue configuring your server properties.

Sending and Receiving a Test Fax

After you’ve configured the FaxPress Line Settings, Dialing Properties, Email settings and,
if necessary, DID/PBX settings (see Automatic Routing: PBX and FaxPress Integration on
page 103) be sure to send and receive at least one test fax to confirm the FaxPress is op-
erational. Once you’ve successfully sent and received a test fax, you’ll next create and con-
figure new FaxPress users according to Creating User Accounts on page 163.
To send and receive the test fax, you’ll use the FaxPress supervisor account, one of three
generic user accounts already created for you. The other two are the Unaddressed ac-
count and the Guest account.
By default, the FaxPress directs all incoming faxes to theUnaddressed mailbox. All of
these generic user accounts or mailboxes are initially configured with no password as the
default. You can assign a password to the Unaddressed and the Supervisor mailboxes
the first time you login to your FaxPress. See Setting the Supervisor Password on page 99
for more information.
To send a fax using the Supervisor account, follow these steps:
1. Log in as Supervisor to FaxPress.
2. Select the Compose button from the FaxPress menu bar to open the Send Fax
window.
3. Type the phone number of an external fax machine into the To field, enter a Sub-
ject, and enter a message in the message field.

Note: If you are attaching a file, the only required field for sending a fax is the
fax phone number. If you are not attaching a file, you must, at minimum,
include a cover page and message.

4. 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-
tion in either the address, subject, or message fields is required to send your fax.

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When the Send Fax icon is displayed in color, all the required information is avail-
able and the fax is ready to send.

Note: Active outgoing fax jobs cannot be cancelled once sent.

5. To receive a test fax, send a fax from an external fax machine to one of the Fax-
Press fax line numbers. Unless you’ve configured some form of automatic routing
or assigned lines to specific users, the Unaddressed mailbox will by default receive
all faxes from all inbound fax lines.
6. Log into the Unaddressed mailbox just as you would the Supervisor mailbox, ex-
pand the Mailbox: Unaddressed branch of FaxPress, and select the Incoming
Fax Queue to view your fax.

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Admin Guide > Dialing Properties

Dialing Properties
The Dialing Properties tab allows FaxPress to automatically add necessary prefixes or
strip out unnecessary prefixes.
Select the Dialing Properties tab to configure your FaxPress server dialing requirements.
These settings allow the Premier to be set up to automatically add required dialing prefixes
or leave out unnecessary prefixes.
For the FaxPress to automatically generate complex phone number, you must configure,
at minimum:
„ The local country code
„ The local area code (if any)
„ The long distance preamble
„ The international preamble
„ The number of digits in the local phone number
„ Whether to insert the PBX password, if there is one, automatically at the beginning
or end of the fax telephone number.
In the Where I am section, select the area code and country code for your area:
Country code is— The ITU assigned country code for each country. For the US
this is 1, for UK this is 44 etc. The country code for the FaxPress is set in the Dialing
Properties dialog.
Area code is— The next lower level detail in a phone number. In the US this is a
3 digit number like 408. Some countries like Singapore do not have an area code.
In this case, all non-international numbers are local. The area code for the Fax-
Press is set in the Dialing Properties dialog.
In the To dial from this location section:
For long distance dial— The digit(s) that must be dialed for each long distance
call preceding the actual number. In the US, this is 1. This is required for any num-
ber dialed whose area code does not match the area code of the FaxPress.
For International dial— The digit(s) that must be dialed for each international
call preceding the number. In the US, this is 011. This is required for any number
dialed to another country.
In the In my country section:
Enter the maximum number of digits in a local phone number in the The 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 codes.
If you are using a PBX system and passwords are required for access to an outside line,
in the When dialing through PBX section:
Check Dial Access Code and use the pulldown menu on the right to select wheth-
er to insert the password Before or After the number is dialed.
The Same PBX Pre Dial for all lines option, if selected, applies the PBX Pre-Dial
codes specified in the International, Long Distance, and Local fields to all fax lines

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and all users. Choose to configure either this option or the PBX Pre-Dial option
in the Line Settings tab. Both should not be configured to function simultaneous-
ly. To set the same PBX pre-dial for all lines, select Same PBX Pre Dial for all
lines, then specify pre-dial digits for International, Long Distance or Local.
This FaxPress warning screen will appear if the other PBX Pre-Dial option in the
Line Settings tab is already configured. Choose either to use that existing setting,
or go to the Line Settings tab, deselect the PBX Pre-Dial setting, and configure
your PBX settings here.
In the Dialing Rules section:
Click Apply dialing rules to fax numbers to activate the dialing rules you’ve just
defined for all phone numbers in your FaxPress native phonebooks. Apply the di-
aling rules if any of the following scenarios represent your system:
„ Multiple sources of phone numbers, each with possible a different format of
stored numbers.
„ The wish to avoid repeated dialing of preamble digits, thus keeping the di-
aling sequence short.
„ Area code overlays, sometimes requiring the dialing of the complete long
distance + area code sequence.
„ The use of the FaxPress in dialing many different counties, with some coun-
tries not having a concept of area codes, some countries having different
dialing restrictions etc.
„ The use of PBX passwords.
Set the rules for dialing Area codes in the US or Canada by clicking the Area Code Rules
button at the bottom of the screen to bring up the Area Code Rules window.
When making local calls in some areas of the US and Canada, the phone company re-
quires the area code or even the long distance preamble plus area code. To specify the
requirements for your area, select one of the following:
„ Always dial long distance preamble and area code.
„ Always dial long distance area code
„ Don’t dial the area code
In some cases, this requirement applies only when you are dialing specific ex-
changes. To specify when this is necessary, click the New button in the Dial long
distance preambles with the following prefixes: area.
Likewise, when making long distance phone calls, you may not need to use area
codes and long distance preambles for certain area codes. Click New to specify
the area codes that do not require the addition of area code numbers in the box
for When calling to other area codes.
When you are finished with your selections, click OK to return to the Dialing Prop-
erties dialog box.
Click OK when you have finished configuring your dialing properties or select another tab
on continue configuring your server properties.

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Admin Guide > Internet Faxing

Internet Faxing
The FaxPress has a software module called Castelle Internet Faxing (CIF) to provide sup-
port for internet faxing using a direct internet connection. Internet faxing can send faxes
over the internet to a remote FaxPress 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 FaxPress or FaxPress Premier server installed
at these sites, you can use CIF to send faxes from users located at one site to users at
another site straight through CIF without using a public telephone line system.
To use internet faxing, both the sending and receiving FaxPress servers must have TCP/
IP configured and enabled. Client workstations do not need to have TCP/IP enabled. If you
use an intranet, both the sender and receiver Local Area Networks must have a permanent
connection to the Internet.
The CIF function transfers fax job files in PCX format across the Internet. Both the sending
and the receiving sides must be using FaxPress for CIF to work. CIF can be enabled or dis-
abled from FaxPress.
If CIF for incoming job is enabled: When FaxPress receives a CIF job, if the job’s fax num-
ber matches its own fax number (according to line settings) then the fax job will be stored
in the assign line to user incoming fax queue. By default, assign line to user is our Unad-
dressed user. Otherwise, fax job will be put in Outgoing fax queue and fax it out based on
the provided fax number in the incoming fax job. If the fax number in the incoming fax job
contains T-30 Sub-Addressing (e.g. 408-852-8103#1234##), incoming fax will be routed
to the specific user’s mailbox based on the matching mail box ID (e.g. 1234).
So that a fax server knows when to use internet faxing and when to just use its own phone
lines, you must create configuration tables that associate remote fax numbers with remote
FaxPress servers. On the transmission side, FaxPress uses the routing table to identify the
correct destination IP address of the receiving FaxPress. It uses the fax number provided
by the fax job initiator to locate the matching IP address in the routing table. The routing
table is sorted based on fax number.
You can configure a local FaxPress server to use a remote unit to:
„ Fax all faxes addressed to another country
„ Fax all faxes addressed to another area code within a country
„ Fax all faxes addressed to a specific fax number prefix within a country and an area
code
„ Fax all faxes addressed to a specific fax number
You can also configure you CIF to resend the fax over a local phone line if acknowledgment
is not received from the remote FaxPress server within a specified time period.
To configure your server to process incoming and outgoing faxes through the internet, fol-
low these steps:
1. In the Outgoing Faxes area, click the box to Send faxes through the Internet
Fax. You can also elect to:
„ Use internet fax also for local calls (without a long distance prefix).

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„ Send fax through local phone lines. . .if you want FaxPress to send failed
internet faxes over the phone lines, check this option, then enter the amount
of time to wait for acknowledgment. Failed outgoing internet faxes are those
faxes that FaxPress has not received a delivery acknowledgment from within
the time you specify.
2. To receive internet faxes in the Incoming Faxes area, click the Allow this Fax-
Press to receive internet faxes. You can now click the appropriate radio buttons
specify delivery locations:
„ Deliver directly to local users (this is the most common usage), or
„ Use as Gateway to other Internet Fax systems. If this is enabled, faxes
will not be delivered to local users or over the phone lines.
When CIF for outgoing fax is enabled, a CIF routing table is created. When using FaxPress
to set up CIF, there are several parameters that can be configured.

Creating an Internet Routing Table

To use internet faxing, you must establish an association between the fax telephone num-
ber and the remote FaxPress server’s IP address by creating an Internet routing table. On
the transmission side, FaxPress will use the routing table to identify the correct destination
IP address of the receiving FaxPress. It uses the fax number provided by the fax job initi-
ator to locate the matching IP address in the routing table. The routing table is sorted
based on fax number. FaxPress should never get the wrong IP address.
When your FaxPress server sends a fax, it will use the lookup table to determine whether
to use a phone line or the internet. When it receives an internet fax, a FaxPress server will
process the fax normally, but if the FaxPress server sees an external number, the FaxPress
server will automatically use its phone lines to forward the fax to its final destination.
The routing table allows the FaxPress server to know when to use internet faxing and when
to just use its own phone lines, by associating remote fax numbers with remote FaxPress
servers.
The routing table allows a local FaxPress server to use a remote unit to:
„ Fax all faxes addressed to another country
„ Fax all faxes addressed to another area code within a country
„ Fax all faxes addressed to a specific fax number prefix within a country and an area
code
„ Fax all faxes addressed to a specific fax number
You can also configure your CIF to resend the fax over a local phone line if acknowledg-
ment is not received from the remote FaxPress server within a specified time period.
To add a new Internet routing table, follow these steps.
1. Login to FaxPress as Supervisor and expand the Administration branch.
2. Right-click on Castelle Internet Faxing and then, from the context menu, select
Add.
The Castelle Internet Fax dialog box will be displayed.
.

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Admin Guide > Internet Faxing

3. Specify the remote server’s TCP/IP address

FaxPress IP Address — In the FaxPress IP Address field, enter the IP (Internet
Protocol) address assigned to the remote FaxPress server. The address should be
entered as a quadruple triplet, such as 192.168.2.220.
4. Specify phone number selection criteria.
When the local server sees a fax number, it will parse it per the criteria you set in the
next three boxes to determine whether it should be sent to the specified remote server.
You can specify phone number criteria in terms of country code, area code, and fax num-
ber or fax number prefix.
At a minimum, only one of the three criteria boxes needs to be filled in. If two or more
boxes are filled in, the specifications will be applied using logical AND.
For example, if only the country code is filled in, then all faxes with that country code will
be sent to the specified server. If all three 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 you fill in these boxes, you can specify sending to a remote server:
„ All faxes with a specified country code.
„ All faxes with a specified country code AND area code.
„ All faxes with a specified country code AND area code AND local prefix.
„ All faxes with a specified country code AND area code AND local number.
„ Country Code — Enter a country code and leave the area code and fax num-
ber blank to instruct your FaxPress to send all faxes with this country code
over the Internet rather than via the fax modem.
(The United States’ country code is 1.)
„ Area Code — Enter an area code and leave the fax number empty to instruct
your FaxPress to send all faxes with this area code over the Internet rather
than via the fax modem. If you enter an area code, you must also have spec-
ified a country code.
„ Fax Number (or prefix) — Enter a fax number to instruct your FaxPress to
send all faxes with this fax number over the Internet rather than via the fax
modem. Enter a prefix instead of a fax number to instruct your FaxPress to
send all faxes containing this prefix over the Internet rather than via the fax
modem. If you enter the fax number or prefix, you must also have specified
an area code and a country code.
Click on OK. Repeat the process to add as many associations as you want.

Receiving
If CIF for incoming job is enabled:
When FaxPress receives a CIF job, if the job’s fax number matches its own fax number
(according to line settings) then the fax job will be stored in the assign line to user incom-
ing fax queue. By default, assign line to user is our Unaddressed user. Otherwise, the fax
job will be put in the Outgoing fax queue and sent based on the provided fax number in
the incoming fax job. If the fax number in the incoming fax job contains T-30 Sub-Address-
ing (e.g. 408-852-8103#1234##), incoming fax will be routed to the specific user’s mail

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box based on the matching mail box ID (e.g. 1234). No other fax routing functions are
performed.
If CIF for incoming job is not enabled, then incoming CIF jobs will be thrown away.

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Admin Guide > Line Settings

Line Settings
The Line Settings options provide information the FaxPress needs to communicate with
other fax machines, identifying the type of phone line used to connect to the FaxPress
server, allowing you to determine the direction of communication the line will, the type of
inbound routing, the number of rings FaxPress will allow before answering, etc.
FaxPress servers may have 1, 2, 4, or 8 fax lines. Each FaxPress server fax line is inde-
pendent and operates concurrently with the other fax lines. Configure each fax line, wheth-
er or not you connect the line to an outside phone line.

Note: The Fax line properties can also be configured through the Fax Lines
folder in FaxPress’ Administration branch. For more information, refer to
FaxPress Administrator Folders on page 192.

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 Admin Guide > Load Sharing

Load Sharing

Load sharing between FaxPress servers provides a way for a FaxPress to share its out-
bound fax loads. Load sharing is designed to allow one FaxPress to virtually have more
phone lines than it physically has. In networks that have two or more FaxPress servers,
this is accomplished by having a pair of FaxPress servers configured to loadshare by con-
figuring one as a slave and the other the master.

Note: FaxPress servers can be configured to load share with FaxPress Premier
servers. For details, see a FaxPress Premier Administrator Guide.

You can configure a FaxPress server as a slave to only one master; a master unit can have
up to two slave units.

Note: Castelle recommends upgrading to a FaxPress Plus-based unit (Premier,

Enterprise or Enterprise Redundant) if the total number of lines exceeds eight
(8). The FaxPress Plus line of products provides enhanced load sharing
capabilities when configured to load share with other FaxPress Plus-based
servers. For more information, visit the Castelle web site.

Load Sharing Requirements

Note the following general load sharing requirements:
„ FaxPress servers must be running the same version of FaxPress server software.
„ FaxPress servers must be configured to support the same network operating
system.
„ The master file server should have at least a Pentium II processor.
„ Both FaxPress servers must be installed on the same network sharable hard drive
in the same context and/or with the same shareable name. The master FaxPress
user account must permit multiple simultaneous logins—as many as there are
slaves plus the total number of slave fax lines.
„ Both FaxPress servers must be connected to the same network segment (they must
not be separated by routers or bridges).
„ Both FaxPress servers must use the same Ethernet frametype.

NDS Requirement
„ When installing on an NDS fileserver, install FaxPress under NDS, not in Bindery
mode.

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Admin Guide > Load Sharing

NT Requirements
„ Both FaxPress servers must be on the same segment as the NT file server.
„ Both FaxPress servers must be installed in the same directory with the same
sharable name.
„ Both FaxPress servers must be running FaxPress server software version 4.02 or
later.

Configuring Load Sharing

To setup load sharing, follow these steps:
1. Log in as supervisor to the FaxPress server you’d like to set as the slave.
2. In FaxPress, right-click on the FaxPress server name or serial number, and select
Properties.
3. Select the Advanced Functions tab.
4. Scroll down and expand the Enable Support For branch, and select the Load
Sharing option to bring up the Master server’s serial no # field. Enter the serial
number of the FaxPress server you’d like to specify as the master; the FaxPress
unit you’re currently logged into becomes that master unit’s slave unit.

Benefits of Load Sharing

If you have more than one FaxPress server and you send a large amount of faxes per day,
Load Sharing could be beneficial to your environment. You still can use your FaxPress serv-
ers independently. When Load Sharing is enabled, during idle time the slave FaxPress unit
will contact the master FaxPress unit to see if there are any pending outgoing faxes. If so,
the slave unit will process those faxes, if necessary.

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If a master and slave FaxPress server each has four lines, then when the slave is idle, the
master has access to eight lines instead of just four. The relationship between master and
slave(s) is reciprocal, meaning that both units can be a slave for one another.

Note: In a load sharing environment that processes a large quantity of short

faxes (i.e., faxes 1 to 2 pages in length), your slave unit(s) may be idle for
extended periods of time.

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Admin Guide > Server Information

Server Information
The Server Information screen displays your FaxPress Name, Serial Number, In-
stallation Type, Network IP Address, Master File Server, Share Name, and the In-
stallation Directory.
The Advanced button displays FaxPress hardware configuration information.

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Server Settings
The FaxPress Server Properties open with the Server Settings tab selected. The Server
Settings tab includes the Server Name, Date Format and Time Format sections.
The Server Settings section allows you to:
Use the Server field to rename the FaxPress from the default serial number.
In the Default symbol set code field, select the code you want the FaxPress to use for
symbols on the cover page.
The possible options for the symbol set are:
„ PC-8 — This is the default setting for US personal computers.
„ PC-850 — This is the default setting for European personal computers.
To determine the right code to use, type chcp at the DOS prompt.
„ If the result is Code page 437, set the symbol code to PC-8. This is the setting to
be expected on US Windows PCs. Please note that not *all* European characters
can be created on a US Windows PC, although many of the characters (for example:
umlaut and e-acute) can be represented.
„ If the result is Code page 850, set the symbol code to PC-850. This should be the
most common case for European PCs.
„ If the result is some other code page, it is not specifically supported by FaxPress.
Try the PC-850 setting, but this may not work for all characters.

Note: The fixed information on cover pages can always be supported with any
characters and fonts. This applies to logos, words like To:, etc. The above issues
are relevant only to the dynamically substituted information on the cover page,
i.e. the destination name, company, comments text etc. Make sure that the
corporate and personal cover pages you use were created on a personal
computer with the same code pages.

In the Default font field, select the font you want the FaxPress to use for non-
symbol characters on the cover page.
If you want a default return voice number to appear on cover pages where the us-
er’s personal default return voice number is not used, enter the number in the
Voice Phone Number field.
The Date Format section allows you to select the date format you want the Fax-
Press to use for all date listings.
The Time Format section allows you to select the time format you want the Fax-
Press to use for all time listings.

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Admin Guide > Storage Reclamation

Storage Reclamation
The FaxPress stores incoming and outgoing faxes, notices and transaction logs on the net-
work file server. These files can become very large and can affect the amount of disk space
the FaxPress has available to store new incoming and outgoing faxes. If the FaxPress en-
counters insufficient disk space it will suspend operations. Storing a large number of fax
jobs can also result in a longer initialization time for the FaxPress.
To ensure that there is sufficient disk space on the network server, periodically purge the
stored FaxPress faxes. The Storage Reclamation feature lets you delete received faxes,
notices and transaction logs once they reach a certain age. You can reclaim space imme-
diately, or configure the FaxPress to purge the files daily.
You can configure storage reclamation four ways:
1. By manually setting time and files to be purge,
2. By setting FaxPress to automatically cleanup all the files on the server at a speci-
fied time,
3. By enabling storage reclamation by the archive program (faxes will be archived in
a database and purged as specified), or
4. By choosing to have no storage reclamation
The FaxPress suspends other operations while the database files are being purged. Con-
sequently, you should run Storage Reclamation during off-peak hours.
The Purge old faxes and transaction logs section allows you to:
„ Use the Delete Fax/Notice older than option to have the FaxPress purge Fax and
Notice files. Enter the number of days faxes and notices will be stored before being
deleted.
„ Use the Delete Transaction Logs older than option to have the FaxPress purge
outdated transaction log files. Enter the number of months transaction logs will be
stored before being deleted. The number of months in this setting indicates
Calendar Months. Thus, if you choose 1 month on the first day of a new month, all
transaction logs from the previous calendar month will be deleted, and only the
current day’s transaction logs will be retained. For this reason, it is best to choose
2 or more months for this setting.
„ To run the purge program immediately, click the Clean up Now button. The
Manual Storage Reclamation screen provides a list of mailboxes. Select a
mailbox or mailboxes to clean up and click OK.
The Automatic Cleanup section allows you to set the FaxPress to automatically purge
outdated faxes, notices and transaction logs:
Check Enable Automatic Clean up, select the Purge old faxes and transaction logs
every day at radio button, and select a time.
The Use FaxPress Archive service configuration option is used to configure the FaxPress
Archive service. The Archive program will take over storage reclamation of notices, logs,
and faxes after the faxes have been archived. For more information on FaxPress Archive
refer to Archiving Faxes on page 229.

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The Auto Storage Reclamation feature and the FaxPress Archive program are mutually ex-
clusive. Because Storage reclamation may delete the faxes before the archival program
has a chance to archive the faxes, if the FaxPress server is configured for archival, Auto
Storage Reclamation is turned off.

Note: If you are using Single Sign On with a Novell network for user
registration, you can activate Remove obsolete mailboxes. This will remove
the users that no longer exist in the serial number or global groups on NDS. For
more information on Single Sign On, refer to Creating User Accounts on page
163.

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User Authentication (Novell Only)

Accessing Novell Users with Single Sign On (SSO)

FaxPress Single Sign On (SSO) mechanism allows the network administrator to use NDS
(or Novell bindery servers) to authenticate and administer FaxPress users. It provides the
ability to control access to FaxPress by using Novell administration tools such as: NWAD-
MIN.
By tightly integrating with Novell Directory Services, FaxPress automatically user groups
on NDS and allows you to specify which network users have access to FaxPress and what
his privilege level is. To logon to FaxPress a user needs to be logged on to NDS (or a bind-
ery file server) and be specified as a member in one of the FaxPress groups. When the user
first logs on to FaxPress a mailbox is automatically created for this user using the network
name which he uses to logon to the network. The administrator has full control over how
this mailbox is created and which properties will be assign to the mailbox such as which
NDS print queue will be assigned to the user.
To add new users to FaxPress, all the administrator needs to do is add him to one of the
FaxPress groups. When the user is removed from the group he will not be granted access
to FaxPress. SSO also provides an automated way to clean up non-used mailboxes for us-
ers who are removed from the groups.

FaxPress Authentication Methods

FaxPress allows the supervisor to select the method by which users will be authenticated
and granted access to FaxPress. The following authentication methods are available:
„ FaxPress Native Authentication — User needs to log on to FaxPress by specifying
a user name and a password. This method is always available, even for SSO enabled
FaxPress servers.
„ NDS Authentication — User needs to be logged on to a specified context on NDS
in order to be able to logon to FaxPress. No additional password is required for
FaxPress.
„ Bindery File Server Authentication — User needs to be logged on to a specified
Novell File Server in order to be able to logon to FaxPress. No additional password
is required for FaxPress.

SSO Groups
In general, when users logs onto a Novell network, they receive privileges based on mem-
bership in a group. In particular, if you use FaxPress Single Sign On, FaxPress privileges
are granted based on membership in a FaxPress specific groups. There are two basic kinds
of FaxPress groups: serial number groups and global groups.
Serial number groups are used to convey privileges to your users for a specific FaxPress
server. Global groups are used to convey privileges to all your FaxPress servers. For ex-
ample, to define a user that can access every FaxPress server in your network with User
privileges, add them as a member to the global group FAXPRESS_user. If in addition you
want to give this user supervisor privileges on FaxPress server serial number 08001111,
add this user as a member to the serial number group named 08001111_Supervisor.
If the user is a member in both a serial number group and a global group, the serial num-
ber privilege level takes precedence.

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Serial Number Groups

When you installed the Novell NDS Network FaxPress server, the installation program cre-
ated FaxPress Novell user groups called Serial Number Groups in your server installation
context.
For example, suppose that a particular FaxPress has a serial number of 08101111. Then, to
allow serial number privileges, use your Novell network Administrative Tools (such as
NWAdmin or NetAdmin) to assign users to groups with the following names:
„ 08101111_User— User*
„ 08101111_Router— Router*
„ 08101111_Operator— Operator*
„ 08101111_Supervisor— Supervisor*
*
Refer to user privilege definitions in Creating User Accounts on page 163.
In an NDS environment, these groups will be created in the same context in which the Fax-
Press is installed.
In a Novell Bindery environment these groups will be created on the FaxPress master file
server (the server that the FaxPress server software is installed on.)

Global Groups
Membership in FaxPress Single Sign On can also be defined in terms of groups of FaxPress
servers by pointing a global membership group in a shared space. When users are added
to the global group, their privileges are defined for every FaxPress server that shares the
global group.
To allow global privileges:
„ Enable global groups for each server that you want to access members on a global
basis and locate the global groups in the same context. FaxPress will create the
groups for you.
„ Add users using Novell administrative tools to any of the following group names:
„ FAXPRESS_User— User*
„ FAXPRESS_Router— Router*
„ FAXPRESS_Operator— Operator*
„ FAXPRESS_Supervisor— Supervisor*
*
Refer to user privilege definitions in Creating User Accounts on page 163.
In an NDS environment, global groups can be created anywhere in the NDS tree and the
privileges granted will match membership in the group. For example, if there are FaxPress-
es installed in regional contexts and the global groups exist in a corporate context, an ad-
ministrator will only have to update the global groups to control the privileges of all
FaxPresses.

Automatic Creation of Mailboxes

Once you have enabled SSO on the FaxPress server, and added the users to the above
groups, the users can login to FaxPress. The user needs to first login to either NDS or the

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file server that the administrator specified. When the user tries to login for the first time,
he will be prompted with a message prompting him to either select to create a new mailbox
or connect to an existing mailbox.
If you are upgrading from a previous version of FaxPress please connect to you existing
mailbox.
You will be prompted to enter the password for the last time. Once SSO mailbox is created
you will not be prompted to enter you previous password again.
If a new mailbox is created, the user’s network logon name will be used as the mailbox
name. The user’s Fully qualified Network Name (FNN) will be associated with this mailbox.
A FNN is a unique identifier for a user that includes the server name or NDS context that
contains the user. If for any reason this association needs to be removed so the user can
logon to a different mailbox, the administrator can remove the association through the
user properties user interface (Refer to Network Details on page 161.)

Selecting User Authorization

To configure Single Sign On, do the following.
1. Login to FaxPress with supervisor privileges.
2. Right click on the [Server Name] folder and select Properties from the context
menu.
3. Use the right arrow at the top of the properties dialog box to leaf through the serv-
er properties tabs. Click on the User Authentication tab to display the User Au-
thentication Dialog Box.

Note: The User Authentication dialog box will only be enabled if you have the
Novell IntraNetware client installed on your workstation.

4. Select the method of user authentication that you would like to utilize in How
should FaxPress authenticate users.
The default is With FaxPress native authentication only, which means that users
must use a login ID and password in order to use FaxPress. This is the default setting
and has no additional parameters.

Enable Single Sign On

The FaxPress Single Sign On feature requires the existence of FaxPress groups. These are
created by the FaxPress server installation program in the server installation context.
There are two different kinds of FaxPress groups: serial number groups and global groups.
For more information regarding Single Sign On and the concepts of groups refer to Novell
Single Sign On on page 170.
1. If you are on an Novell NDS network and want to enable Single Sign On, select
With Novell NDS authentication using the network login ID.
a. If you wish to relocate the serial number groups, click on Browse to specify

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a different NDS context to be used for user authentication. FaxPress will create
the serial number groups in the new location. The Authentication Context
dialog box will be displayed.
Highlight a choice and click OK to assign the NDS context. The mandatory
FaxPress user groups must exist in the selected context.
b. You can also specify whether to use global groups in the User Authentica-
tion dialog box. This context is where the global groups will be located. The
default location is the FaxPress server context.
If you would like to use the global FaxPress user groups, select Also, use global
FaxPress groups. You can accept the default location or click on Browse to spec-
ify the NDS context.

Note: The FaxPress global groups will be created in the selected context.

c. Click on OK to return to the User Authentication dialog box.

2. If you want to use a Novell Bindery File Server for authentication, from the User
Authentication dialog box, click on With Novell Bindery File Server. and se-
lect the server you want to use from the drop down list.
3. Specify new mailbox template parameters in the When automatically creating
a new mailbox section. Selecting a mailbox type in the scroll down list for Mail-
box template based on.
The scroll down list will include every user defined in the Users folder of the Administra-
tion branch as a possible choice for your template. In this case, we create a NDS specific
user called NDS_Template. You can create your own template or use any other defined
user account.
4. FaxPress can be configured to allow Single Sign On users direct access. These
means that the users do not have to be logged on to the Novell network in order
to access FaxPress.
„ If you want to make FaxPress directly assessable, set a password for FaxPress
users, or for pre-existing FaxPress users you can elect to leave the current
password unchanged.
„ If you assign a random password, your FaxPress users will only be able to ac-
cess FaxPress through their Novell network login.
„ You can assign passwords for two cases of users:
„ Novell users new to FaxPress
a. For new FaxPress users, select Set password to and enter the password in
the edit box, to enable your users to access FaxPress directly (when they are
not logged into a Novell network).
b. For new FaxPress users, select Generate random password to disable direct
user access to FaxPress (users will have to be logged into a Novell network to
access FaxPress).

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„ Novell users with existing FaxPress user mailboxes.

a. For existing FaxPress users, select Leave Password Unchanged or Set
password to and enter the password in the edit box, to enable your users to
access FaxPress directly (when they are not logged into a Novell network).
b. For existing FaxPress users, select Generate random password to disable
direct user access to FaxPress (users will have to be logged into a Novell net-
work to access FaxPress). Their current FaxPress password will be changed to
a random one once the mailbox is converted.
5. Click on OK to return to the User Authentication dialog box. When you have
completed configuring your user authentication parameters, click OK to set the
new configuration. The following message will be displayed:
Single Sign On is now enabled, but to implement this feature you must add your Novell
network users to the FaxPress serial and/pr global groups.

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Administrator Utilities
Admin Guide > Administrator Utilities

Administrator Utilities
The FaxPress Administrator Client utilities, in the Administration Tools folder, are in-
stalled during the Supervisor Client Installation. By default the Administration Tools
folder is located in the C:\Program Files\Castelle\FaxPress\Administration Tools
directory, and may be accessed by going to Start>Programs>FaxPress>Administra-
tion Tools.
The Administration Tools utilities include:
FP Configurator for TCPIP - in a TCP/IP environment, this utility lets you con-
figure and troubleshoot the FaxPress’ IP information and saved hardware settings.
(See FP Configurator for TCPIP)
FP Configurator for IPX - in a Novell environment, this utility lets you configure
and troubleshoot the FaxPress’ IPX address information and saved hardware set-
tings.(See FP Configurator for IPX)
Import Microsoft Exchange Users - this utility creates mailbox accounts in the
FaxPress database for registered Exchange users. (See Importing Microsoft Ex-
change Users)
Documents - this folder provides access to a variety of FaxPress documentation.
(See Documents)
DropFax - this utility creates an easily accessible directory for inbound faxes, al-
lowing third-party applications to retrieve the faxes stored there. (Inbound Pro-
duction Faxing: The FaxPress DropFax Utility)
Duplicate Users - this utility can be used to replicate users from a source Fax-
Press server or servers to a target FaxPress server or servers. (See Using the Fax-
Press User Duplication Utility)
Import Network Users - this utility creates mailbox accounts in the FaxPress da-
tabase for users registered on an NT network (See Importing Network Users. Also
see Importing Users).
Line Scheduler - this utility allows the FaxPress supervisor to automatically
change the fax line configuration during a specified time period, enabling automat-
ic, scheduled control of both inbound and outbound faxing activity. (See Line
Scheduler)

Accessing the Administration Tools

To access the Administration Tools, follow these steps:
1. Go to Start>Programs>FaxPress>Administration Tools.
2. Select the utility you’d like to implement from the Administration Tools menu.

Note: If the FaxPress supervisor client is installed in an IPX/SPX environment,

the Administrative Tools will also include the FP Configurator for IPX/SPX,
in addition to the FP Configurator for TCP/IP.

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Documents
The Administration Tools’ Documents folder provides access to FaxPress documentation
folders. Access the FaxPress’ Documents folder by going to Start>Programs>Fax-
Press> Administration Tools>Documents.

Note: Copying the Administration Tools’ Documents folder from the FaxPress
Setup CD is optional. If this folder is not available, the supervisor may have
chosen not to copy it from the CD.

The Documents folder contains FaxPress Release Notes, third-party integration docu-
ments, the Software Developer’s Kit Guide, the Installing the FaxPress Client on
Microsoft Terminal Server Guide, and the Office Direct Storage Server Guide.

Note: See Developing Custom Software on page 214 for more information
regarding the Castelle Software Development Kit (SDK) and the associated
Castelle Programming Interface (CPI) software.

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FP Configurator for IPX

The FP Configurator for IPX utility lets you view and change the FaxPress’ IPX address
information.
The FP Configurator for IPX utility is part of the Administration Tools group of admin-
istration utilities, which is installed when you perform the supervisor client installation
option.
To run FP Configurator for IPX, follow these steps:
1. Go to Start>Programs>FaxPress>Administration Tools>FP Configura-
tor for IPX to display the FaxPress Configuration dialog box, as shown be-
low.
2. Enter the FaxPress server’s serial number in the text box.
3. Click on Show Settings and the relevant data for this sever will be displayed.

Moving a FaxPress Server

To reconfigure a FaxPress server before moving it to a new location:
1. If you want to move your server installed on a Novell IP network, you will first need
to change the IP address. Click the IP Settings button to launch the FaxPress IP
2. Enter the TCP/IP address for the new location in the FaxPress IP Address text
box.
3. If you are moving the server installation to a different file server, enter the name
of the new file server in the Master File Server text box.
4. You may have to change the Gateway settings also if the new location is on a dif-
ferent segment.
5. If necessary, replace the current subnet mask with the subnet mask the FaxPress
will use in its new location.
6. Click on the SET button to store the information in the FaxPress to return to the
main dialog box.
7. Select Reboot to implement your changes.

Troubleshooting Support
To capture the FaxPress server network traffic details:
1. Click on the Capture Settings button to display the FaxPress Capture Settings
dialog box.
2. To set the flag for capturing network traffic data during the boot up period, click
Set boot capture. And select Perform.

When you set this flag, FaxPress will capture the network traffic from the start of the boot
up procedure until the capture buffer is full. Capture buffer size is set automatically as
follows:
„ 1 MB if the total memory size is 4 MB.
„ 2 MB if the total memory size is 8 MB.

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„ 4 MB if the total memory size is 12 MB.

„ 6 MB if the total memory size is 16 MB.
„ 10 MB if the total memory size is 32 MB.
3. To include the capture of broadcast packets, click Include broadcast packets.
4. To capture network traffic during run time, click on the Set RT Capture box, and
select Perform. FaxPress will capture the data until the buffer is full.
a. You can designate the size of the buffer by changing the number in the Buffer
box. Each digit represents a MB of buffer space.
b. To include the capture of broadcast packets, click Include broadcast pack-
ets.
5. To dump the captured data to a file, click Dump to File.
a. Designate the file name and location by clicking the Browse button.
The file format is compatible with Microsoft network monitor and has the
*.cap extension.
b. After dumping the captured data to a file, click Release capture buffer, to
delete the data and reclaim the space.
c. Click OK to save settings.
6. After you have made the appropriate changes, click Perform. This will return you
to the main menu.
7. Select Reboot to implement your changes.

Setting the Network Packet Type

FaxPress Ethernet and Token Ring servers are configured to automatically determine the
network packet type required to communicate on the network. FaxPress supports the IEEE
standard. The automatic feature broadcasts a frame type over the network and waits for
a response. If the network does not respond to the frame type, the FaxPress broadcasts
the next frame type. This cycle continues until the FaxPress broadcasts the frame type
your network uses.
To set the frame type the FaxPress uses, follow these steps:
1. Click the FP Configurator’s Advanced Settings button to bring up the Advanced
Settings window.
Possible Ethernet frame types are:
„ 802.2
„ 802.3
„ 802.2 SNAP
„ Ethernet II
„ Automatic
Possible Token Ring Frame types are:
„ 802.2 source routing
„ 802.2 SNAP source routing

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„ 802.2 non-source routing

„ 802.2 SNAP non-source routing
„ Automatic
2. After you have made the appropriate changes, click Set. This will return you to the
main menu.
3. Select Reboot to implement your changes.

Changing the FaxPress Server Password

To change the password associate with your FaxPress server, follow these steps:
1. Click on Password.
2. Enter the new Password in the Password text box, and retype it in the Confirm
Password text box.
3. After you have made the appropriate changes, click Set. This will return you to the
main menu.
4. Select Reboot to implement your changes.

Converting FaxPress 3.x Phone Books to FaxPress 4.x Phone Books

This utility lets you convert FaxPress 3.x phone books to FaxPress 4.x phone book format,
and 5.x to 6.x/7.x format. The phone book you want to convert must be in working order
before you can convert it. Fix any phone book problems before running them in this utility.
The PB3to4 utility is found in the PhoneBook Conversion folder, which is part of the
Administration Tools group of administration utilities, that is installed when you perform
the Client Installation and choose the supervisor installation option.
To convert a 3.x phone book:
1. Go to the PhoneBook Conversion folder and click on PB3to4.exe to display the
pb3to4 dialog box, as shown below.
2. Click OK to display the name conversion screen, then click Yes or No.
3. In the Open window, locate the phone book you want to convert.
The path to the phone book is:
Castelle\serial_number\phonebks\id_number\
Where:
serial_number is the serial number of the FaxPress server where the phone book
is located and id_number is a number assigned by the FaxPress that maps to a
mailbox user. You can use the IDLIST utility to identify the user.
4. Select settings.pdb and then click on OK.
The utility converts the selected phone book to a 4.x format. The size of the file
affects the length of time it takes the conversion to complete.
If there are additional phone books in the directory, a message appears asking you
if you want to convert another user phone book. You can also choose to convert
all of the user phone books by clicking on the box in front of Convert all user
phone books. Make your selection.

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5. Select No to exit the utility.

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Admin Guide > FP Configurator for TCPIP

FP Configurator for TCPIP

The FP Configurator for TCPIP utility Windows based utility that allows you to configure
and troubleshooting a FaxPress server installed on a TCP/IP network.
The FP Configurator for TCPIP utility is part of the Administration Tools group of ad-
ministration utilities, which is installed with the supervisor client installation option.
To run FP Configurator for TCPIP, follow these steps:
1. Go to Start>Programs>FaxPress>Administration Tools>FP Configura-
tor for TCPIP to display the FaxPress Configuration dialog box.
2. Enter the FaxPress server’s serial number in the text box.
3. If the FaxPress server’s IP address is in a different segment, enter the current Fax-
Press IP address in the TCP/IP Address edit box.
4. Click on Show and the relevant data for this sever will be displayed.

Moving a FaxPress Server

To reconfigure a FaxPress server before moving it to a new location:
1. If want to move your server installed on a Windows NT network, you will first need
to change the IP address. Enter the TCP/IP address for the new location in the
FaxPress IP Address text box.
2. Click the Set IP Address button to reboot the server and set it with the new ad-
dress.
3. If you are moving the server installation to a different master file server, enter the
name of the new file server in the Master File Server text box.
4. If the file server has a different TCP/IP address you will also have to change it.
a. Click the IP Settings button to launch the FaxPress IP Address Configu-
ration dialog box.
5. You may have to change the Gateway settings also if the new location is on a dif-
ferent segment.
6. If necessary, replace the current subnet mask with the subnet mask the FaxPress
will use in its new location.
7. Click on the SET button to store the information in the FaxPress to return to the
main dialog box.
8. Select Reboot to implement your changes.

Troubleshooting
To capture the FaxPress server network traffic details:
1. Click on the Capture Settings button to display the FaxPress Capture Settings
dialog box.
2. To set the flag for capturing network traffic data during the boot up period, click
Set boot capture. And select Perform.

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When you set this flag, FaxPress will capture the network traffic from the start of
the boot up procedure until the capture buffer is full. Capture buffer size is set au-
tomatically as follows:
„ 1 MB if the total memory size is 4 MB.
„ 2 MB if the total memory size is 8 MB.
„ 4 MB if the total memory size is 12 MB
„ 6 MB if the total memory size is 16 MB
„ 10 MB if the total memory size is 32 MB
3. To include the capture of broadcast packets, click Include broadcast packets.
4. To capture network traffic during run time, click on the Set RT Capture box, and
select Perform. FaxPress will capture the data until the buffer is full.
a. You can designate the size of the buffer by changing the number in the Buffer
box. Each digit represents a MB of buffer space.
b. To include the capture of broadcast packets, click Include broadcast pack-
ets.
5. To dump the captured data to a file, click Dump to File.
a. Designate the file name and location by clicking the Browse button.
The file format is compatible with Microsoft network monitor and has the *.cap ex-
tension.
b. After dumping the captured data to a file, click Release capture buffer, to
delete the data and reclaim the space.
c. Click OK to save settings.
6. After you have made the appropriate changes, click Perform. This will return you
to the main menu.
7. Select Reboot to implement your changes.

Setting the Network Packet Type

FaxPress Ethernet and Token Ring servers are configured to automatically determine the
network packet type required to communicate on the network. FaxPress supports the IEEE
standard. The automatic feature broadcasts a frame type over the network and waits for
a response. If the network does not respond to the frame type, the FaxPress broadcasts
the next frame type. This cycle continues until the FaxPress broadcasts the frame type
your network uses.
1. You can set the frame type the FaxPress uses by clicking Advanced Settings but-
ton. The following dialog box is displayed:
Possible Ethernet frame types are:
„ 802.2
„ 802.3
„ 802.2 SNAP
„ Ethernet II

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„ Automatic
„ Possible Token Ring Frame types are:
„ 802.2 source routing
„ 802.2 SNAP source routing
„ 802.2 non-source routing
„ 802.2 SNAP non-source routing
„ Automatic
2. After you have made the appropriate changes, click Set. This will return you to the
main menu.
3. Select Reboot to implement your changes.

Changing the FaxPress Server Password

1. To change the password associate with your FaxPress server, click on Password.
2. Enter the new Password in the Password text box, and retype it in the Confirm
Password text box.

Note: If you change the password in this utility, you must also change the serial
# users’ password in the domain or Novell context.

3. After you have made the appropriate changes, click Set. This will return you to the
main menu.
4. Select Reboot to implement your changes.

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Importing Network Users

To create new FaxPress users from existing domain users or groups, follow these steps:
1. Go to Start>Programs>FaxPress>Administration Tools>Import Net-
work Users.
The User Registration Wizard will walk you through the set up process.
2. Enter the FaxPress Server Name, User name and Password.
You can use the FaxPress Server Name drop down list to enter your server
name.
When done, click Next>.
3. The User Domain Information window will be displayed. This window allows you
to choose whether you want to add users from a domain or from a group within a
domain and to select the specific user group or domain to add to FaxPress.

a. Select either a Domain or Group.

b. Either enter the path for you user group or domain, or click on Browse to use
your Active Directory Service Interfaces (ADSI) to find groups.
The path for your domain or group must conform to ADSI standards; for ex-
ample: WinNT://MyGroup/MyDomain
c. When the ADSI Browser opens, click on WinNT.This initiates a network-wide
search for the NT domains and, if you selected group, the groups within each
domain. The search can take up to 15 minutes or more depending on the size
of your network.
d. If you previously chose Domain, double-click on the domain in which the us-
ers you want to synchronize with the FaxPress are located.
e. If you previously chose Group, click once on the (+) selection box of the do-
main directory containing the group with the users you want to synchronize.
Double-click on the group you want to use.
4. Specify privileges for new users in the User Setting for New Users screen.
You can use the drop down list to choose an existing mailbox as the basis for the
new mailboxes.
5. If the FaxPress is configured for DID or DTMF automatic routing, you may assign
mailbox ID numbers to all users you want to have direct fax numbers. DID and
DTMF mailbox ID numbers must be 3 or 4 digits.
The program automatically generates an identifier number for each new user.
Mailbox identifiers may have up to four digits.
6. From the group you have chosen, specify some or all users.
Click on >> to move selected users to the Add list. FaxPress mailboxes will be cre-
ated for all users in the Add list. To remove a user from the Select Users to Add
list, highlight the user you want to remove and click <<.
7. If there are FaxPress users without NT privileges, assign them privileges.
This screen presents users that you have added using individual FaxPress user cre-
ation procedures who cannot (at least at this point) actually login to NT.

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Admin Guide > Importing Network Users

8. Review your choices in the Option Verification Window.

If everything is right, click on Finish, or click <Back to change settings.
9. After the program completes creating the new mailboxes, a prompt appears in-
forming you that the operation is done and allowing you to view the transaction
log.
10. To view the log, click on Yes. The log is displayed using Notepad. If you choose
No or when you exit the log, the program returns you to the desktop.
11. When done, close Notepad. You are finished adding the NT Users.

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 Admin Guide > Inbound Production Faxing: The FaxPress DropFax Utility

Inbound Production Faxing: The FaxPress DropFax Utility

The FaxPress DropFax utility creates an easily accessible directory for inbound faxes, al-
lowing third-party applications to retrieve the faxes stored there. Inbound faxes automat-
ically stored in the drop directory can be configured to appear in TIFF, DCX or PDF file
format, making the DropFax drop directory ideal for use with document management sys-
tems and workflow applications. After the DropFax utility is activated from the Administra-
tion Tools folder, a DropFax icon will appear on your toolbar. The file naming convention
for fax jobs dropped into the DropFax directory is FaxPress server serial number-job
ID.

Note: For outbound production faxing, see Developing Custom Software on

page 214.

To activate the DropFax utility and create a DropFax directory for inbound faxes on a spe-
cific FaxPress server, follow these steps:
1. Go to Start>Programs>FaxPress>Administration Tools>DropFax.
2. The DropFax icon will now appear on your toolbar. Right-click on the DropFax icon
and select Config.
3. In the Configuration window, with the Server tab selected, select a FaxPress
server for the DropFax directory, then click Add. If required, enter the FaxPress
supervisor User name and password in the Verify window, if it appears.
To create a trace file for the DropFax directory, select the Enable Trace option,
and specify a maximum Trace file size.
The DropFax trace log file is located in the Program Files/Castelle/Fax-
Press/Administration Tools directory.
Select TIF, PDF or DCX in the Fax Format field.
Select the Delete fax after dropping option to have the DropFax utility delete
faxes from the directory after processing.
4. Select the Directories tab to confirm the selected FaxPress Server is correct.
The Line section of the Directories tab allows inbound fax lines to be mapped to
destination directories. This means all faxes received on the specified fax line will
be sent to the associated directory.
The User section of the Directories tab allows FaxPress users to be mapped to a
destination directory. This means all faxes received by the user will be sent to the
associated directory.
Before configuring the Line section of the Directories tab, make sure you’ve con-
figured the Line Settings on page 122. For each line to go to its destination direc-
tory, the Line Settings configuration must be modified. For the DropFax Line and
Directory mapping to work, each line will need to be assigned to a specific user,
rather than to the default Unaddressed mailbox.

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To associate an inbound fax line with a specific destination directory, click Add,
select the Line, and specify the Directory.
To associate a FaxPress user with a specific destination directory, click Add, then specify
a User and Directory.
Use the Edit and Remove buttons to edit or remove entries.

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 Admin Guide > Line Scheduler

Line Scheduler
The FaxPress Line Scheduler utility allows the FaxPress supervisor to automatically change
the phone line configuration during a specified time period. For example, FaxPress phone
lines can be configured to be "bi-directional" for both sending and receiving from 9 a.m.
to 5 p.m. From 5 p.m. to 9 a.m. the next day, FaxPress lines can be automatically set to
"receive only," effectively allowing faxes to be sent only during business hours.
By allowing you to set fax line direction based on the time of day, the Line Scheduler utility
enables automatic, scheduled control of both inbound and outbound faxing activity. Once
activated, the Line Scheduler utility appears as a small icon on the toolbar.
To configure the FaxPress’ Line Scheduler utility:
1. To activate the Line Scheduler utility, go to Start>Programs>FaxPress> Ad-
ministration Tools>Line Scheduler.
2. The Line Scheduler’s clock icon will now appear on your toolbar. Right-click on
the Line Scheduler icon and select Config.
3. In the Configuration window, with the Servers tab selected, add a server to the
Scheduled servers list by selecting a FaxPress server from the Available serv-
ers list and clicking Add.
4. With the Settings tab selected, use the pulldown menus to specify the fax line,
the day, time and line direction, then click OK.

Stopping the Line Scheduler

To stop the Line Scheduler utility:
1. Open the Windows Task Manager.
2. Select the Processes tab.
3. Select Line Scheduler.exe.
4. Click the End Process button.

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Admin Guide > FaxPress User Duplication Utility

FaxPress User Duplication Utility

The FaxPress user duplication utility, DupUser.exe, can be used to replicate users from
a source FaxPress server or servers to a target FaxPress server or servers. supervisors can
replicate individual or group user accounts and their personal cover pages from one server
to another. The duplication utility can be configured to overwrite or not overwrite existing.
To copy the users from one FaxPress server to another:
1. Launch the Duplicate User utility (Start>Programs>FaxPress>Administra-
tion Tools>Duplicate User), and, in the Server Name list, select the Fax-
Press server with the users list you’d like to replicate, then click the Source
button. This selects all of the users from the source server, and the selected serv-
er’s name will appear in the Source field below the Server Name field.
2. To select individual users from a source server rather than the source server’s en-
tire list of users, select the source server from the Server Name list, then select
specific users from the Users field, and click the Source button. The server name
will again appear in the Source field, and the specific users will no longer appear
selected, but, once the duplication process is complete, will appear on the desti-
nation server.
3. After selecting either specific users, or all users, from a source server, select the
FaxPress server you’d like to copy the FaxPress source server’s users to, then click
Destination.
4. Use the Option button anytime before clicking the Replicate button to specify
whether or not you’d like to overwrite the users’ destination settings with the us-
ers’ source settings, replicate default in addition to normal users, or, if DID routing
is in place, not duplicate any mailbox IDs from the source server that may already
exist on the destination server. The users’ personal cover pages from the source
server can also be copied to the users’ account on the destination server..
5. Click the Replicate button.
6. In the DupUser window, click Yes.
7. Click OK.

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Creating User Accounts

Admin Guide > Configuring the User Properties

Configuring the User Properties

The User Properties are FaxPress user account settings stored on the FaxPress server.
The User Properties can be accessed from any client workstation with FaxPress installed,
as distinct from the Personal Preferences settings (see the FaxPress User’s Guide for
information on users’ Personal Preferences) which are stored on and specific to the indi-
vidual FaxPress user’s client workstation.
To access and configure the User Properties, follow these steps:
1. Open FaxPress. (Start>Programs>FaxPress>FaxPress)
2. Log in as a supervisor to the FaxPress.
3. Expand the Administration branch.
4. Select Users to display the list of current user accounts.
5. Right-click on an existing user account listed in the right panel and select Prop-
erties. . .
6. The User Properties (opened by right-clicking on a user and selecting Proper-
ties) contains the same settings as the Add User screen, although it does not con-
tain the Original Settings Based On field.
7. The Original Settings Based On field appears only in the Add User screen
(opened by right-clicking on an existing user and selecting Add), not in the User
Properties screen.

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Setting the User Account Properties

The User Account tab contains the basic FaxPress account settings:
User Name – Enter the user’s FaxPress login name.
Full Name (Optional) – Enter the user’s full name. This name will appear in the cover
pages for outgoing faxes.
Voice # (Optional) – Enter the voice telephone number. This number will appear on the
cover page of outgoing faxes. If no voice number is given, the voice number entered in
the FaxPress’ Server Settings will be used.
Fax # (Optional) – Enter the fax number for this user’s mailbox.
Privilege – Select the user’s privilege level. FaxPress users can have different operating
privilege levels. A user’s privilege level determines access to faxes and FaxPress func-
tions. There are four privilege levels:
„ User – Can send, list, hold, view, print, save, discard, and cancel personal faxes.
Also can create and edit personal phone directories and manage their own print
jobs.

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„ Router – Has User privileges plus the ability to view the first page of any fax on the
Unaddressed incoming faxes list, route faxes to other users (but not themselves),
and delete faxes from the Unaddressed incoming fax list.
„ Operator – Has Router privileges plus the ability to view, route, list, resequence,
and delete all fax or print jobs. Also, can edit the corporate phone directory.
„ supervisor – Has Operator privileges plus the ability to add, delete, or edit users,
set FaxPress’ default settings, and print transaction logs.
Mailbox ID (Optional) – Enter an identifier number. The identifier number may contain
up to 4 digits. A mailbox ID is necessary if you want to be able to automatically route
faxes to this user’s mailbox. FaxPress supports DID, DTMF and T-30 sub-addressing.
PBX Access Code (Optional) – Enter a PBX access code in the field. This password can
be any digit string (up to 10 digits long) like 1579.
Description (Optional) – Enter any comments regarding this user.
Priority – defines the user as either Normal, Low, or High priority. High priority users’
fax jobs submitted through FaxPress or email gateways are re-sequenced to top of out-
going queue and processed first.
Allow user to change mailbox settings (Optional) – Check to allow the user to modify
their own FaxPress account settings.
Enforce Bill Back Code (Optional) – Check to force the user to enter a Bill Back Code
each time a fax is sent.
Erase Password – use to erase a user’s password so the user can log in and set a new
one. When a user’s password is erased, the password will be blank until the user sets a
new one. The supervisor can only erase user passwords, not set them. The user must set
the password from within the user account.

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Setting Outgoing Fax Properties

Use the Outgoing Faxes tab to set users’ outgoing fax parameters.

Time to Send section:

As soon as possible – select to have faxes sent at the first opportunity. This is the de-
fault value.
Send on – select a specific time of day to send faxes. The time entry must retain the
format of the default setting. You can only set the start time. This feature works on a 24-
hour basis and will send the faxes in this mailbox every 24-hours. If you set the starting
time earlier than the current time, the faxes will be sent the next day.

After Sending Fax section:

Do not print – This is the default value. Nothing will be printed following a fax transmis-
sion.
Print entire fax – select to print each fax after transmission.

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Print Confirmation – select to print a notification after each fax transmission. The con-
firmation will be a single page that includes a scaled down version of the first fax page
and transmission details.

Fax Approval section:

If you’ve enabled FaxPress Approval, the conditions requiring approval are displayed here.

Advanced button:

Baud Rate – set the maximum baud rate for fax transmission.

Retries section:
Number of Retries – set the default maximum number of times the FaxPress will try to
send faxes before returning a failure message.
Time between – set an interval in minutes between each retry attempt.

Resolution section:
Select a resolution mode for outgoing faxes:
Standard resolution is 200 X 100 dpi;
Fine resolution is 200 X 200 dpi.

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 Admin Guide > Configuring the User Properties

Setting Incoming Fax Properties

The Incoming Faxes tab allows you to set users’ incoming fax options.
The When I receive personal incoming faxes section allows you to select forwarding
options. Received faxes can be automatically set to forward to another FaxPress user’s
mailbox, another fax number, or to the members of a corporate phone book group. Auto-
matically forwarded faxes do not remain in a user’s mailbox.
Do not forward – Select to have personal incoming faxes delivered to the user’s mail-
box.
Forward to FaxPress user/group – Select to have all personal incoming faxes auto-
matically forwarded to another FaxPress user or group.
Forward to Remote Fax – Select and enter a fax number to have all personal incoming
faxes automatically forwarded to another fax number.
Forward to Shared Phonebook – Select to have all personal incoming faxes automat-
ically forwarded to all the members in a Corporate phone book group. You cannot forward
faxes to the <ALL> group, so this group is not shown in the drop-down list.
The Fax section: At least one option must be set. Both may also be selected.

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Print Incoming Fax – Select to automatically print incoming faxes.

Save Incoming Fax – Select to automatically save incoming faxes.

Setting Printer Configuration Properties

Default Print Queue section:

The Printer Configuration tab allows you to specify print options.
The Default Print Queue section allows you to select the type of printer device (i.e.,
printer port or a print queue):
Parallel Port – Select to print to a parallel printer attached to the FaxPress server.
NT Sharable Printer Using IP – If you are attached to a Windows network and wish to
print to a network printer, select this option and click on the Setup button to set the
printer queue parameters.
The Setup button contains information the FaxPress uses to send print jobs to an NT
sharable printer.

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HOST Name – Enter the name of the printer’s host computer.

Printer Sharable Name – Enter the name assigned to the printer.
HOST IP Address – Enter the IP address of the NT server that hosts the printer
queue.
Login Name – A valid login name the FaxPress can use to access the printer. Us-
ing your network supervisor account name and password is not recom-
mended. If the FaxPress cannot, for some reason, log into the print queue server,
it will return a failure notice to all users. This notice will contain both the Login
name and the password.
Login Password – The password for the login name used to access the printer.
Print via printing gateway – Select this checkbox if you wish to use the Printing Gate-
way service instead of the local printing options.

Paper in Tray section:

Select the default paper sizes available to the user. These paper sizes options will be
available to the user when they print a fax to the default printer. These paper sizes might
be different than the sizes offered by the printer. More than one size can be selected.

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Scale section:
Choose the scale that you want your faxes printed. When Unscaled is selected, the Res-
olution section is grayed out.

Resolution section:
For higher resolution in printed faxes, select 300 x 300. For lower resolutions, select
150 x 150. This setting does not affect the native resolution of the stored fax image file,
only the printed output.

Printer Type section:

Select the printer type where your faxes are printed. If the printer type is unknown, se-
lect Other PCL or Postscript. Most modern printers support either or both of these
printer types.

Setting the Archive Properties

The Archive Settings tab allows you to change the location and type for your archive da-
tabase. The original configuration is set when the FaxPress supervisor configures the Fax-

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Press Archive service. The Archive Settings tab is especially useful when you have moved
an old database to different location, but occasionally need to access it.
To select a database, click either Microsoft Access Database or Microsoft SQL server.
Microsoft Access Database – Use this type of database if you do not have a database
server.
File name – Enter the database name with path or select Browse to find the 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.
Connect string – Enter your DSN connect string here. Press Select to bring up
the string creator.
Reset to Default – Use the Reset to Default button to restore the original da-
tabase configuration and location.

Network Details

The Network Details display user information.

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User Directory— This is the location of the users Mailbox on FaxPress the server.
Phone book Directory— This is the location of the users Personal Phonebooks on the
FaxPress file server.
Full Network Name— If this FaxPress mailbox is associated with a network user
through Single Sign On, the Network Name will be displayed here.
Created Date— If this FaxPress mailbox is associated with a network user through Sin-
gle Sign On, the date the association was created will be displayed here.
Remove Network Association— If this FaxPress mailbox is associated with a network
user through Single Sign On, you can remove this association by clicking on this button.

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Creating User Accounts

FaxPress user accounts can be created manually, one at a time, or by importing existing
network and mail system users. Whatever way new FaxPress user accounts are created,
their User Properties will need to be configured according to on page 166.
Creating new user accounts manually is described in this chapter. For information on gen-
erating FaxPress accounts by importing your network, mail system, or Active Directory us-
ers, see Importing Users on page 169.

User Properties
The User Properties allows each user to be individually configured for access levels, deliv-
ery and receipt conditions and printer configuration and usage. The User Properties consist
of six separate tabs for configuring user account settings:
User Account – Basic FaxPress account settings, such as user name, password, voice
number, privilege level, etc.
Outgoing Faxes – Fax delivery settings.
Incoming Faxes – Fax receipt settings.
Printer Configuration – Printer settings.
Archive Settings – Location of FaxPress Archive database.
Email/Other – Email integration settings, as well as default cover page and attachment
format preferences.

Privilege Levels
User accounts are based on privilege levels. Privilege levels determine access to faxes and
FaxPress functions. There are four privilege levels:
User – Can send, list, hold, view, print, save, discard or cancel personal faxes (faxes sent
by or routed to the user). Users can create and edit their personal phone directories, and
also submit, list, resequence, and cancel their own print jobs.
Router – Can do everything a User can; additionally, Router can view the first page of
any fax on the Unaddressed incoming faxes list, route faxes to other users (but not them-
selves), and delete faxes from the Unaddressed incoming fax list.
Operator – Can do anything a Router can. Additionally, Operator can view, route, list,
resequence, and delete all fax or print jobs. Also, the Operator can edit the corporate
phone directory.
Supervisor – Can do anything an Operator can. Additionally, Supervisor can add, delete,
or edit users, set FaxPress’ default settings, and print FaxPress’ transaction logs.

Authenticating Users/Single Sign On

Single Sign On is a session/user authentication process that permits a user to enter one
name and password in order to access multiple applications. The single sign on, which is
requested at the initiation of the session, authenticates the user to access all the applica-
tions they have been given the rights to on the server, and eliminates future authentica-
tion prompts when the user switches applications during that particular session.
When FaxPress is joined to the network domain, Single Sign is automatically enabled. This
means that, when FaxPress is joined to the network domain, and a user’s FaxPress name

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matches the user’s network domain name, the FaxPress users’ login process is by default
integrated with their network login. Once logged into the network domain, the user whose
FaxPress and network domain name are the same is automatically logged in to their Fax-
Press account, and will not be prompted for the FaxPress mailbox name and password.
When FaxPress is joined to the network domain, but the user’s FaxPress name does not
match the user’s network domain name, the user’s password is maintained separately
from the network password, and Single Sign On is not implemented.
In either case, whether the FaxPress name matches the network domain or whether it
doesn’t, the default password on all new FaxPress accounts is blank. See the next section,
Setting and Erasing Passwords on page 164, for more information on passwords.
To prevent Single Sign On, the FaxPress should not be joined to the network domain.
To use Single Sign On in a Novell environment, you must first create FaxPress specific
groups in the network operating system (NDS objects or bindery groups depending on the
version/environment of Netware.) See Novell Single Sign On on page 170.

Setting and Erasing Passwords

Whether created manually as described in this chapter, or automatically by importing net-
work, mail system, or Active Directory users as described in Importing Users on page 169,
all FaxPress user accounts are by default automatically assigned a blank password. Super-
visors cannot change this default blank password while logged in as supervisor. Account
passwords can only be set from within the user account.
Logged in as supervisor, you’ll only be able to erase existing user passwords. Once the
existing password on an account is erased, the password will again be blank until a new
password is set.
If the user’s FaxPress name matches the user’s network domain name, Single Sign On will,
by default, be enabled. Although the default password on the FaxPress account will still be
blank, users will, if their FaxPress user and network domain user names match, automat-
ically have access to their FaxPress account once logged into the network. See the previ-
ous Authenticating Users/Single Sign On on page 163 for more information.
Recommend to your users that they reset their passwords from the default blank password
the first time they log in to their accounts. This is described in detail in the FaxPress User’s
Guide, and is also covered below, where the setting of the supervisor password is de-
scribed.
To assign a user a password other than the blank password automatically given when the
user is created, (or after you’ve erased the password) you’ll need to log out of the super-
visor account, log back in to the FaxPress as the new user with a blank password, and set
a new password.
To set user passwords when no password has been created yet, or after erasing the pass-
word, follow these steps:
1. Log in to the FaxPress as the user. In this example the user is supervisor. Leave
the password field blank.
2. Right-click on the user mailbox and select Properties.
3. In the User Account tab of the User Properties window, click the Set Password
button.

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4. Leave the Old Password field blank, and enter the new password in the New
Password and Confirm Password fields. Leave the Old Password field blank.
Manually creating new FaxPress users involves using existing user accounts as templates.
New users can be manually added either by copying the parameters of a user account
you’ve already created, or by using one of three default, existing FaxPress accounts that
will be listed in the Groups and Users>Users folder the first time you log into FaxPress
as supervisor and expand the Administration folder.

Default FaxPress User Accounts

Three default FaxPress accounts – Guest, Unaddressed, and Supervisor – will apear in
the Groups and Users>Users folder the first time you log into FaxPress as supervisor
and expand the Administration folder.
The Guest account is, by default, configured with User privileges; the Unaddressed ac-
count is, by default, configured with Operator privileges; the Supervisor account is, by
default, configured with supervisor privileges. These accounts can be used as templates
for adding new users. The default passwords for these accounts are blank.
Until the FaxPress is configured for automatic inbound routing, (see Automatic Routing:
PBX and FaxPress Integration on page 103), all inbound faxes will be sent to the Unad-
dressed mailbox. Faxes in the Unaddressed mailbox can be routed directly to recipients by
users with router privileges.

Adding New Users

To manually create a new FaxPress user from an existing user account, and access the
User Properties settings, follow these steps:
1. Open FaxPress. (Start>Programs>FaxPress>FaxPress)
2. Log in as supervisor to the FaxPress. Once you’ve created accounts with super-
visor privileges, these can be used too.
3. Expand the Administration branch.
4. Expand the Groups and Users folder.
5. Select Users to display the list of current user accounts.

Note: To create new users by importing users from existing Active Directory,
Microsoft Exchange, or Novell network database groups, see Importing Users
on page 169.

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6. To create a new user with account properties based on an existing user’s, right-
click on an existing user account listed in the right panel and select Add. . .

Note: It’s most efficent to create and configure one user, then base all 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 displayed, with the User Account tab selected. See
Creating User Accounts on page 151 for information.

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Importing Users
Admin Guide > Importing Microsoft Exchange Users

Importing Microsoft Exchange Users

The Import Microsoft Exchange Users utility can be used to automatically create new
FaxPress mailbox accounts based on user account information in the Microsoft Exchange
address book.
If you create FaxPress users from existing Microsoft Exchange database groups, the Fax-
Press users’ login process is by default integrated with their network login via Single Sign
On. This allows automatic login to the FaxPress without prompting the user for a mailbox
and password. See Creating User Accounts on page 163 for more information.
To create new FaxPress accounts from existing, registered Exchange user accounts, 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 designated FaxPress server
by entering the FaxPress Server name, and an supervisor-privileged User Name
and Password. Set the Privilege Level, Settings, and Mailbox ID as you would
in creating a new FaxPress user account.
3. Click Register.
4. From the Microsoft Exchange Global Address List, select a user or group to im-
port, then click OK.

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Importing Users
FaxPress user accounts can be created manually, one at a time, or by importing existing
network and mail system users. Whatever way new FaxPress user accounts are created,
their User Properties will need to be configured according to Creating User Accounts on
page 163.
Creating new user accounts by importing network, mail system, or Active Directory users
is described in this chapter. For information on generating FaxPress accounts individually,
see Creating User Accounts on page 163.

Single Sign On
Single Sign On is a session/user authentication process that permits a user to enter one
name and password in order to access multiple applications. The single sign on, which is
requested at the initiation of the session, authenticates the user to access all the applica-
tions they have been given the rights to on the server, and eliminates future authentica-
tion prompts when the user switches applications during that particular session.
When FaxPress is joined to the network domain, Single Sign is automatically enabled. This
means that, when FaxPress is joined to the network domain, and a user’s FaxPress name
matches the user’s network domain name, the FaxPress users’ login process is by default
integrated with their network login. Once logged into the network domain, the user whose
FaxPress and network domain name are the same is automatically logged in to their Fax-
Press account, and will not be prompted for the FaxPress mailbox name and password.
When FaxPress is joined to the network domain, but the user’s FaxPress name does not
match the user’s network domain name, the user’s password is maintained separately
from the network password, and Single Sign On is not implemented.
In either case, whether the FaxPress name matches the network domain or whether it
doesn’t, the default password on all new FaxPress accounts is blank. See the next section,
Setting User Passwords – Important, for more information on passwords.
To prevent Single Sign On, the FaxPress should not be joined to the network domain. To
use Single Sign On in a Novell environment, you must first create FaxPress specific groups
in the network operating system (NDS objects or bindery groups depending on the ver-
sion/environment of Netware.) See Novell Single Sign On on page 170.
When a Novell network user with Single Sign on enabled opens FaxPress, the network login
is used and membership in network groups determines user privileges.

Setting User Passwords – Important

Whether created manually as described in this chapter, or automatically by importing net-
work, mail system, or Active Directory users, all FaxPress user accounts are by default au-
tomatically assigned a blank password. Supervisors cannot change this default blank
password while logged in as supervisor. Account passwords can only be set from within
the user account.
Recommend to your users that they reset their passwords when their accounts are creat-
ed, or set the passwords for them. (See Setting and Erasing Passwords on page 164 for
step by step instructions on setting user passwords.)

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Novell Single Sign On

If you are using a Novell network and the users you want to provide access to FaxPress
are defined within the Novell network database, you can register new users to FaxPress
by accessing the Novell network through FaxPress using Single Sign On (SSO).

Note: You may still need to manually create user accounts if you need access
to FaxPress through a third party application or gateway product such as MS-
Word or Microsoft Exchange.

Using Single Sign On to register your user accounts automates the creation, registration,
and maintenance to your FaxPress user accounts.
In brief, the implementation steps are:
1. Configure your FaxPress server to enable Single Sign On. Refer to User Authenti-
cation (Novell Only) on page 130.
2. Assign users to the FaxPress specific groups using your Novell administrator utili-
ties.
3. Optionally, create one or more FaxPress user account template(s).
4. Let users login. Their FaxPress accounts and mailboxes will be automatically cre-
ated the first time they login.

Note: Some individual user properties not defined in the template must be
manually configured.

The maintenance of you FaxPress users will now be performed through your Novell net-
work mechanism. You can periodically remove obsolete user accounts at the click of a but-
ton through the Storage Reclamation tab of the Server Properties.

Assign Users to Groups

Use your Novell administrative tools to assign users to the FaxPress groups. Refer to User
Authentication (Novell Only) on page 130 for details on locating the FaxPress serial num-
ber and global groups.
If a particular user is a member of two or more groups, the privilege level assigned to the
serial number group takes precedence.

Create a User Properties Template

The first time a user of a group receives a fax, a default mailbox will be created using prop-
erties specified in the Mailbox template based on box in the User Authentication tab
in your Server Properties dialog box. These properties include parameters such as print

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confirmation page and printer configuration. You can use any of the standard FaxPress
templates: Guest, User, Router, Operator, and Supervisor, or create a new user and con-
figure it to your own specifications.
To create your own template, follow the instruction for creating a new user, and then con-
figure it accordingly. Then add the new template in the Mailbox template based on 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 163 for more information.

Login
When a FaxPress server is configured to utilize Novell Single Sign On, FaxPress will verify
that the user is logged into the network. If user is not logged in, FaxPress will prompt the
user to login to the network.
5. Once the user is logged into the network, user information will be retrieved.
6. If the user has never used FaxPress on this system before Single Sign On was en-
abled, the Create or Convert Mailbox dialog box will appear.
7. In the Create or Convert Mailbox dialog box:
a. If you select I am an existing FaxPress User, please connect to and spec-
ify the name of your mailbox in the Mailbox field, your network login will be
associated with the designated FaxPress mailbox.
b. If you select I am a new FaxPress User, please create and specify the
name of the mailbox in the Mailbox field, the FaxPress mailbox will be created
and your network login will be associated with the designated FaxPress mail-
box.
„ If you click Cancel, you will be prompted for conventional (non Single Sign
On) login information.
c. Click OK to login to the FaxPress. If your Novell user name and your FaxPress
mailbox user name are not identical, you will be prompted to convert your
FaxPress mailbox name to your Novell user name.

Note: Be careful! The FaxPress user account that you rename will no longer
exist under that name and cannot again be accessed.

8. If this is not the first login since Single Sign On was enabled, then the user is
logged into FaxPress using the network user name without being prompted for a
user name or password.

Remove Network Association option

You can 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 removing obsolete mailboxes. For example, if a user’s net-
work account has been removed and you remove obsolete mailboxes using the Storage

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Reclamation function in the Server Properties, the FaxPress user account will be deleted.
If you need to access this account later, you can just eliminate the link to the network ac-
count. Now the FaxPress mailbox is a stand alone account requiring manual login with user
name and password.

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 Admin Guide > Using Microsoft Active Directory Services

Using Microsoft Active Directory Services

With a single utility, you can create a FaxPress user mailbox for every user on your Win-
dows NT network, which they can then use to send and receive personal faxes.
Microsoft Active Directory Service Interfaces software must be installed to access NT user
names on a network. If ADSI is not installed on your system, continue with the next sec-
tion Installing ADSI below, otherwise skip the next section and go to Importing NT Us-
ersbelow.

Installing ADSI
1. Go to your FaxPress installation CD. Under the directory path Microsoft\ADSI, are
two ADSI executable files:
„ Adsx86.exe— Use this if you are using a Windows NT, 2000, 2000 Professional
operating systems.
„ Ads95.exe—Use this for a Windows 95/98/ME operating systems.
2. Doubleclick on the appropriate executable for your operating system.
3. You will see a welcome window, license agreement window, and completion win-
dow.
Simply proceed through the windows to install ADSI. No decisions are required.
4. At the last step, either click on Yes in the Restart window to reboot or reboot lat-
er.

Importing NT Users
Make sure ADSI is installed as described in the preceding section. To mport NT users, fol-
low these steps:
1. Run the Import Network Users.exe file located in to your FaxPress\Adminis-
tration Tools directory. For a default installation this is located at:
C:\Program Files\Castelle\FaxPress\Administrative Tools
The User Registration Wizard will walk you through the set up process.
2. Enter the FaxPress Server Name, User name and Password.
You can use the FaxPress Server Name drop down list to enter your server
name.
When done, click Next>.
3. The User Domain Information window will be displayed. This window allows you
to choose whether you want to add users from a domain or from a group within a
domain and to select the specific user group or domain to add to FaxPress.
a. Select either a Domain or Group.
b. Either enter the path for you user group or domain, or click on Browse to use

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Admin Guide > Using Microsoft Active Directory Services

your Active Directory Service Interfaces (ADSI) to find groups.

Note: The path for your domain or group must conform to ADSI standards; for
example: WinNT://MyGroup/MyDomain

c. When the ADSI Browser opens, click on WinNT.This initiates a network-wide

search for the NT domains and, if you selected group, the groups within each
domain. The search can take up to 15 minutes or more depending on the size
of your network.
d. If you previously chose Domain, double-click on the domain in which the us-
ers you want to synchronize with the FaxPress are located.
e. If you previously chose Group, click once on the (+) selection box of the do-
main directory containing the group that contains the users you want to syn-
chronize with the FaxPress. Double-click on the group you want to use.
4. Specify privileges for new users in the User Setting for New Users dialog box.
You can use the drop down list to choose an existing mailbox as the basis for the
new mailboxes.
5. If the FaxPress is configured for DID or DTMF automatic routing, you may assign
mailbox ID numbers to all users you want to have direct fax numbers. DID and
DTMF mailbox ID numbers must be 3 or 4 digits.
The program automatically generates an identifier number for each new user.
Mailbox identifiers may have up to four digits.
When done, click on Next.
6. From the group you have chosen, specify some or all users.
Click on the >> button to move selected users to the Add list. FaxPress mailboxes
will be created for all users in the Add list. To remove a user from the Select Us-
ers to Add list, highlight the user you want to remove and click on the << button.
When done, click Next.
7. If there are FaxPress users without NT privileges, you will have a chance to correct
the situation.
This screen presents users that you have added using individual FaxPress user cre-
ation procedures who cannot (at least at this point) actually login to NT.
When done, click on Next.
8. Review your choices in the Option Verification Window.
9. After the program completes creating the new mailboxes, a prompt appears in-
forming you that the operation is done and allowing you to view the transaction
log.
To view the log, click on Yes. The log is displayed using Notepad. If you choose No or
when you exit the log, the program returns you to the desktop.
When done, close Notepad.

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Creating Cover Pages

Admin Guide > Creating Cover Pages

Creating Cover Pages

The FaxPress can attach a corporate or personal, default or customized cover page as the
first page to an outgoing fax. Typically, a cover page contains recipient and sender infor-
mation. A cover page can also include additional text, graphics, and substitution variables.
Typical substitution variables might include the recipient’s name and fax number, your re-
turn voice number and fax number, the date and time, and a brief message. The variable
information corresponds to the Send Fax interface information fields.

Word-based vs. PCL Based Cover Pages

Selecting Microsoft Word or PCL Format during the FaxPress client installation will deter-
mine the editing application and associated character sets used to create your fax cover
pages.
Selecting Microsoft Word installs Microsoft Word as the cover page editor. Microsoft Word
versions 2000 and later are supported. these versions of Microsoft Word support all inter-
national characters (including English characters) in the templates and content of your fax
cover and message body pages. Using Microsoft Word to create cover pages is the recom-
mended option.

Note: IMPORTANT! Microsoft Word is the Default selection for the Cover Page
Editor. Castelle recommends that you use this widely-accepted and powerful
word processing tool to create and maintain new cover pages, for personal and
company use. Keep in mind that you cannot edit legacy FaxPress cover
pages or create new cover pages with the .cce filename extension using
Microsoft Word. Also, you MUST use the Faxpress Word templates, or
install and use the FaxPress Cover Page Macro to create your own cover
pages in Microsoft Word.

Selecting PCL Format installs the Castelle Cover Page Editor as the fax cover page editor.
The Castelle Cover Page Editor supports English characters only in the templates and con-
tent of your fax cover pages. The PCL Format option is provided primarily for existing users
whose .cce cover pages have been created using the Castelle Cover Page Editor.

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Reinstalling the FaxPress client will allow you to change the editing application to the Cas-
telle Cover Page Editor for .cce documents.

Note: UPGRADE CUSTOMERS: Selecting Microsoft Word when upgrading to

FaxPress 9.x from any earlier version of FaxPress means all existing fax cover
page templates created using the old PCL based Castelle Cover Page Editor can
still be used, but they will no longer be editable using Microsoft Word. New fax
cover page templates should be created and edited using Microsoft Word.

Note: If you want to edit and use a legacy .cce cover page file, you must
REINSTALL the FaxPress client software and select PCL format for your cover
pages in the Cover Page Format screen. Keep in mind that if you make this
choice, you will not be able to create or maintain cover pages using
Microsoft Word.

To determine whether an installed FaxPress client supports Microsoft Word or PCL Format,
select the Cover Page Templates folder in FaxPress. If the cover page templates provided
have .doc extensions, (shown below) Microsoft Word was selected during the client setup,
and is the editing application. If the cover page templates provided have .cce extensions,
PCL Format was selected during the client setup, and the Castelle Cover Page Editor is the
editing application..

Cover Page Templates

The most convenient, reliable way to create a new, customized cover page is to use or
modify an existing template. Castelle strongly recommends that you use the provided Cov-
er Page Templates to create your personal and company Cover Pages. Three Cover Page
Templates – Generic, Urgent and Confidential – are provided for creating custom cover
pages. The sample templates provide the fax keyword fields required for cover pages used
with FaxPress.
Depending on which option was selected during the FaxPress client installation, the Cover
Page Templates folder will include either Microsoft Word-based Templates – .doc files cre-
ated using Microsoft WordPad, OR Castelle Cover Page Editor Templates – .cce files cre-
ated using the PCL-based Castelle Cover Page Editor. Microsoft Word-based templates, in
addition to supporting English, also support the use of international characters on your
cover pages. WordPad cover page templates may also be modified using Microsoft Word.
Castelle Cover Page Editor Templates support English-only cover pages.

Personal and Corporate Cover Pages

There are two types of cover pages for FaxPress users:
Corporate Cover Page — The Corporate cover page is used by default for faxes of users
who haven’t created personal cover pages, and also remains an option for users who

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have created personal cover pages. There is only a single Corporate cover page for all
FaxPress users. If you are a FaxPress Supervisor, or user with supervisor privileges, you
can create a Corporate cover page and publish it for your users. See Publishing a De-
fault Corporate Cover Page for information.
Optional Cover Page — Optional cover pages can be created and used by individual us-
ers. You can create up to eight Optional cover pages and choose between them at the
time you send a fax. All Optional cover pages created and published from the Supervisor
account automatically become available to all users.

International (Non-English) Character Support

Selecting the default Microsoft Word editor rather than the Castelle Cover Page Editor as
the editing application during the client installation will provide international character
support for fax cover pages. This means that FaxPress users can create and send fax cover
pages with international characters, as well as send email with international characters in
the email message body to both fax and email recipients.
For the FaxPress to support the use of international characters on fax cover pages, fax cov-
er page templates must be created and saved using either Microsoft WordPad or Microsoft
Word. Microsoft WordPad supports international characters (including English characters)
in the templates and content of your fax cover and message body pages.

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Creating Cover Pages with Microsoft Word

Custom corporate and personal cover pages can be created in Word or WordPad by:
1. Using the Generic, Urgent and Confidential .doc templates provided in the Fax-
Press Cover Page Templates folder and then customizing the existing text and for-
mat. Castelle recommends this procedure to ensure compatibility with the
FaxPress server software.
2. Installing and using the Castelle Cover Page Macro to bring up a blank .doc file in
Microsoft Word, and then adding text and the FaxPress keyword fields.
Castelle strongly recommends that you use one of the .doc template files provided in the
Cover Page Templates folder as a basis for your custom cover page template. This is the
more convenient, efficient option of the two mentioned above, and is the one covered in
the next section.

Customizing a Cover Page Template

To use one of the existing Word-based Cover Page Templates to create a new custom cov-
er page, follow these steps:
1. Log into FaxPress (Start>Settings>FaxPress>FaxPress) and expand your
Mailbox’s Personal Foldersbranch. Log in as supervisor if you intend to create a
cover page template for all FaxPress users on your local network.
2. Select the Cover Page Templates folder.
3. Open one of the .doc files provided.
4. The .doc file contains both boldface text that can be modified, and bracketed fax
parameters that may be copied or removed, but which you CANNOT MODIFY. If
you alter the text or spaces between the brackets, the field will not be rec-
ognized by the FaxPress software.

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Admin Guide > Creating Cover Pages with Microsoft Word

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 fields have not been altered, and all 16 message lines are
left in place.
6. Rename and save your custom cover page template to the Cover Page Tem-
plates folder.
To make the new cover page template available for general use you must be logged in as
supervisor, and you must now publish it as either a Corporate or Optional cover page, by
adding it to the Castelle system directory on the FaxPress master file server.

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 Admin Guide > Creating Cover Pages with Microsoft Word

Publishing a Default Corporate Cover Page

To make the new customized cover page template available as the default Corporate cover
page for all users, the existing Coverpg.doc in the FaxPress system directory must be re-
named, and replaced with the new customized cover page template. This procedure can
only be carried out by a supervisor user who is logged into the FaxPress server with access
rights to all folders on the C:\ drive.
Follow these steps to publish a new Corporate cover page:
1. Browse to the FaxPress system directory on the Master File Server. The FaxPress
installation default directory is:
C:\CASTELLE\FaxPress_Server_Name\System
2. Rename the existing Coverpg.doc file to something else (e.g., Coverpg_sav.doc).
3. Copy the custom cover page template you’d like to make available to all users as
their Corporate cover page into the FaxPress system directory and rename it Cov-
erpg.doc.

Note: Any file named Coverpg.doc and saved to the FaxPress system
directory will automatically become the corporate cover page.

4. Your new customized cover page template, renamed Coverpg.doc and saved to the
FaxPress system directory, will now be available to all users as their default Cor-
porate cover page.

Publishing Optional Cover Pages

All Personal cover pages created and published from the supervisor account on the Fax-
Press server automatically become optional cover pages available to all users. These cover
pages are provided in addition to the default Corporate cover page, but they will not re-
place it.
To make a new, customized cover page template available as an Optional cover page for
users, follow these steps:
1. Log into FaxPress (Start>Settings>FaxPress>FaxPress) as supervisor and
expand your Mailbox branch.
2. Select your Cover Pages folder (Note: not the Cover Page Templates folder in
your Personal Folders) on the left, and then, in the blank space of the right panel,
right-click and select Add, as shown below.
3. Browse to the Cover Page Templates folder, and select the file name of a custom
cover page template. The name must be 8 characters long or less.
4. Click OK in the Cover Page OK message box that appears.
5. Right-click on the new cover page, and select Publish.

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6. In the Publish Cover Page window, select the users to publish the cover pages
to, and click OK. Note that you can also choose a department, and the cover page
will be published to that department and no other users in your organization.
7. The new cover page will now appear as a Cover Page option in the Send Fax in-
terface. Users may have up to eight personal cover page options.

Cover Pages for International Character Support

Cover pages created in WordPad can support the use of international (non-English) char-
acters once the appropriate font type is applied.
Although the text of the bracketed fax keywords must not be modified, a font type that
supports your language characters must be applied to the bracketed fax keywords.
To support Spanish characters, for example, first select the entire bracketed fax keyword
field, including the angle brackets, and then specify a font type that supports Spanish for
the keyword field. Arial Unicode MS is one example of a multilingual font type that supports
a wide variety of language characters. Again, only the font type of the keyword text should
be changed. The keywords inside the angle brackets must stay in English and must also
immediately follow the first angle bracket. To create space to accommodate additional
characters before the keyword field, use your spacebar to move the opening angle bracket
further to the right. DO NOT replace or delete any of the existing spaces between the
brackets.
Shown below is an example of a Spanish custom fax cover page created from the Cover-
page.doc file. The boldfaced text appearing outside the angle brackets has been changed
from English to Spanish, graphics have been added, and the font type Arial Unicode MS
has been applied to the fax keywords and their angle brackets.

Cover Page Template from a Blank Document

You can create a custom template using Microsoft Word, and have complete control over
the location of the fields, the text describing the fields, and any graphic elements you want
to add to the template. However, certain restrictions apply to this procedure.

Note: You CANNOT create a cover page template for use with the FaxPress
server software without installing and using the Castelle Cover Page Macro.
The server software requires that each cover page template contain the correct
keyword fields. These fields are ONLY available when using the Castelle Cover
Page Macro in Microsoft Word. Also, you can change, reformat, or re-order the
text you add to the template, but you CANNOT 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 software.

Take the following steps to create your own custom cover page template, starting with a
blank Microsoft Word document.
1. After installing the FaxPress 9.x software, choose the command, Start>Pro-
grams>FaxPress>Install Cover Page Macro.

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2. After installing the Cover Page Macro, open Microsoft Word, and open a new, blank
document. Note that there is a new menu in the menu bar, for the FaxPress Cov-
erPage commands, as shown below. This menu lets you add keyword fields, which
are required by the FaxPress server software.
3. Type in the opening text that you want for your cover page, such as the company
name.
4. Type in the name of the first field you want to add, such as the To field.

Note: It is best to type in the text 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
names and keyword fields before you add graphics to the template.

5. Select the FaxPress CoverPage>To>To1 command to add the keyword field to

your template, as shown below. To1 is the keyword field for the name of the first
recipient, To2 the second, and so on.
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>Fax No command to add the key-
word field to your template, as shown below.
8. In a similar 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 Subject field in the Miscellaneous
submenu. The results are shown below.

Note: Keep in mind that you can change, reformat, or re-order the text you add
to the template, but you CANNOT 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 software.

9. To add the lines of the cover page message to your template, first enter the name
of the field, then press Enter so that the first line of the message will be on a new
line of the template, as shown below.
10. Choose the Message>Msg 1 command from the FaxPress CoverPage menu, as
shown. You can then press Enter and choose the Message>Msg 2 command to
add the field for the second line of the message.
11. Continue this process until you have entered all 16 message lines. DO NOT OMIT
ANY OF THE 16 LINES, AND DO NOT ADD 17 LINES. The FaxPress server soft-

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ware requires 16 lines for the cover page message, and if you add more than 16
lines, the message will be included as an attachment on a new page.
12. When you’ve added all the fields you want on your cover page template, you can
change the format of the descriptive text, and add graphics as needed. Just make
sure you don’t change any of the text or spaces within the brackets of the
keyword fields. Here’s example of a formatted cover page.
13. When you are satisfied with your cover page template, save it with a name 8 char-
acters or fewer, to the folder:
C:\Program Files\Castelle\FaxPress\Personal Folders\Cover Page Tem-
plates

Cover Page From a Blank Document

You can use Microsoft Word to create a simple, customized cover page for your own faxes.
However, certain restrictions apply to this procedure.

Note: You CANNOT create a cover page template for use with the FaxPress
server software without using the Castelle Cover Page Macro. The server
software requires that each cover page template contain the correct keyword
fields. These fields are ONLY available when using the Castelle Cover Page
Macro in Microsoft Word. Also, you can change, reformat, or re-order the text
you add to the template, but you CANNOT 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
software.

Take the following steps to create your own custom cover page template, starting with a
blank Microsoft Word document.
1. After installing the FaxPress 9.x software, choose the command, Start>Pro-
grams>FaxPress>Install Cover Page Macro.
2. After installing the Cover Page Macro, open Microsoft Word, and open a new, blank
document. Note that there is a new menu in the menu bar, for the FaxPress Cov-
erPage commands, as shown below.
3. Type in the opening text that you want for your cover page, such as your name.

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4. Type in the name of the first field you want to add, such as the To field.

Note: It is best to type in the text for all the fields you want in the default font
and font size, and add all of the keyword fields to your cover page template,
before making format changes. Also, it is best to add all of the field names and
keyword fields before you add graphics to the template.

5. Select the FaxPress CoverPage>To>To1 command to add the keyword field to

your template, as shown below.
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>Fax No command to add the
keyword field to your template, as shown below.
8. In a similar 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 Subject field in the Miscellaneous
submenu. The results are shown below.

Note: Keep in mind that you can change, reformat, or re-order the text you add
to the template, but you CANNOT 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 software.

9. To add the lines of the cover page message to your template, first enter the name
of the field, then press Enter so that the first line of the message will be on a new
line of the template, as shown below.
10. Choose the Message>Msg 1 command from the FaxPress CoverPage menu, as
shown. You can then press Enter and choose the Message>Msg 2 command to
add the field for the second line of the message.
11. Continue this process until you have entered all 16 message lines. DO NOT 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 attachment of a new page.
12. When you have added all the fields you want on your cover page template, you
can change the format of the descriptive text. Just make sure you do not
change any of the text or spaces within the brackets of the keyword fields.
An example of a formatted cover page is shown below.

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13. When you are satisfied with your cover page template, save it with a unique name
8 characters long or less, to the folder:
C: Program Files\Castelle\FaxPress\Personal Folders\Cover Page
Templates
To add this cover page to the list you can choose from when you are creating a fax, start
the FaxPress software, and in the FaxPress screen expand your mailbox and select the
Cover Pages folder. Right-click in the blank space of the list for this folder and select Add,
as shown below.
An Open dialog box appears. Browse to:
C: Program Files\Castelle\FaxPress\Personal Folders\Cover Page
Templates
and select the name of the cover template you have created, as shown below.
Click Open. A confirmation box appears. Click OK.
The cover page will now appear in your list of available cover pages in the Compose Fax
Screen. You can select it and fill in the fields you specified, then send the fax..

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 Admin Guide > Creating Cover Pages with the PCL Cover Page Editor

Creating Cover Pages with the PCL Cover Page Editor

The best way to make a cover page using the PCL Castelle Cover Page editor is to modify
one of the existing .cce template in the Cover Page Templates folder.
Any FaxPress user can create a cover page template: no special privilege level is required.
Creating a Castelle Cover Page Editor cover page is a four-part process:
1. Create a cover page master with the Cover Page Editor.
2. Compose the cover page.
3. Save the cover page master to a file.
4. Convert your cover page master to a fax-ready cover page.
The Castelle Cover Page Editor provides everything you need to create a cover page mas-
ter, including an 8.5" x 11" base page, FaxPress keywords, text tool, drawing tools, and a
conversion-to-fax-format utility.
Your cover page master can include FaxPress keywords (substitution variables that Fax-
Press uses to import information from the outgoing fax onto the cover page), permanent
text, graphics, imported text and imported graphics.
A heavy, dark line is used to indicate page edges. The line may not appear on monitors
that use low resolution. If the lines do not appear, leave a quarter-of-an-inch for the top,
bottom and left page borders and half-an-inch for the right page border.
Designation and keyword information that appear in areas of the edit box that extend be-
yond the page border will be truncated in the outgoing cover page.

Create a Cover Page Master

This section explains how to create cover pages using the PCL-based Castelle Cover Page
Editor. Cover pages created using the Castelle Cover Page Editor support English charac-
ters only. For information on creating cover pages using Microsoft WordPad, to support the
use of International Characters, please see International (Non-English) Character Support
on page 178.
To create a cover page master, follow these steps:
1. To open the Cover Page Editor, select Fax> Compose Cover Page.
2. The Cover Page Editor will open and look like this:

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Base page — The blank 8 1/2 x 11" page with grid lines is the base page on which you
place elements to create your cover page. The grid lines are an aid to help you place el-
ements on the page and will not appear in the finished cover page. You can disable the
grid lines by deselecting Grid Lines in the View drop-down menu.
3. To add permanent text (text not affected by substitution variables) to your Cover
Page, click on the Insert menu and select the Text option.
A large plus sign (+) appears on the page. This tool allows you to draw a text box
into which you enter text.
4. To create the text box, move the plus sign to where you want to place the text
box, then hold down the left mouse button and drag the mouse to the right and
down to produce a square.
5. Release the button. Note that the box is still selected.
„ Repositioning — You can reposition the text box by clicking and holding inside and
then dragging it to a new location.
„ Change size — You can change the size of the text box by triggering the expansion
tool along its borders.
„ Select and unselect — At any time, you can unselect the box by clicking outside
of it and reselect it by clicking inside it.
6. Double-click inside the box. Your cursor will change from an arrow to an insertion
point symbol. Click again, and your text insertion point will be at the upper left
corner of the text box. You can then enter text. Change the font, font size and oth-
er font characteristics by selecting text and using the Format bar. If you do not
see the Format bar, enable in the View menu.

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Importing Graphics
The Castelle Cover Page Editor allows you to import graphics in the process of creating a
custom cover page. Follow these steps to import an existing company logo to a cover page
created using the Castelle Cover Page Editor:
1. Save your logo in a Word document or similar application
2. Open the word document
3. Select the logo bitmap, and choose Edit>Copy.
4. Open the CCE and choose Insert OLE Object.
5. Choose Create New and select Bitmap Image.
6. This will open a window on the CCE document. Choose Paste to paste the bitmap
on the CCE document.

Add Substitution Variables

There are numerous substitution variables that you can add to a cover page.
As an example, let’s first add the Number of Pages substitution variable, which provides
a count of the total number of pages the outgoing fax contains.
1. Add the variable to the page.
Click on the Insert menu, select the Message option and then Number of Pages.
This will place two boxes onto your base page:
„ Label box — The box labeled Totl. Pages contains the designator for the Number
of Pages element.
„ Value box — The box labeled Totl will contain the substitution value.
2. Move the variable boxes to the desired location. When either a label or value box
is selected, you can drag them to any desired location. To drop a box, you can click
anywhere in the blank page to deselect them. Initially, both boxes will be selected.
Later, you can select either one or, by Ctrl-clicking, both.

Note: You can treat a label box as any other text box by doubleclicking in it and
editing the text.

3. You can use the same procedure to add the following variables, all accessed
through the Insert menu.
Recipient Variables:
„ Fax No. — The recipient fax number, as entered on the Send Fax dialog or as
entered in the phonebook or database used to select the recipient.
„ Company Name — The company name, as entered in the phonebook or da-
tabase used to select the recipient.

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„ Phone No. — The recipient voice phone number, as entered in the phonebook
or database used to select the recipient.
„ Addressee1 Addressee5 — Addresse1 is the recipient whose address infor-
mation appears on the cover page. The other addressee’s are other recipients
to receive the fax.
Sender Variables:
„ Name — Sender’s name, the logged on FaxPress user.
„ Phone No. — Sender’s phone number.
„ Fax No. — Sender’s fax number.
Message Variables:

Note: You can enter a message of up to 16 lines.

„ Bill Back Code — Bill back code, as entered in your properties field.
„ Time Stamp — Time and date when fax is sent.
„ Number of Pages — Total number of fax pages, not counting the cover page.
„ Fax Description — The subject line of the Send Fax dialog.
„ Spool Time — Time in processing queue.
„ Account Code — Account code.
Sample Cover Page
Following is a sample Cover Page in the process of being constructed:

Save Cover Page Master

You can save your cover page master in any available folder. The master will be saved in
FaxPress.cce format, so that it can be opened and edited in the Castelle Cover Page Editor.
To save your Cover Page Master, use the File>Save As menu choice to navigate to a di-
rectory, enter a name, and save. The saved file must have.cce as the file extension.

Downloading the Cover Page to the FaxPress Server

After you have created and saved your Cover Page Master, you must download it to your
FaxPress server. This operation converts and stores your cover page.
1. To open the Set FaxPress Cover Page screen, from the Cover Page Editor
menus, select FaxPress>Set Cover Page.
2. In the Set FaxPress Cover Page screen, specify the following information.
„ Type of Cover Page — Click on the Personal radio button for a personal cover
page and Corporate for a corporate cover page. You must have FaxPress supervisor
privilege to install a corporate cover page.

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„ Fax Server Name — Enter the name of a Fax Server Name or use the dropdown
list to select a server. If the FaxPress server you want to use is not listed and is on
a different segment than your workstation, enter the FaxPress server’s IP address
or network name.
„ User Name — Enter your FaxPress login name.
„ Password — Enter your FaxPress login password.
„ Cover Page Name — Enter a name for the cover page.
3. When you click on OK, you will be logged into the specified FaxPress server with
the specified name and password, and the cover page will be converted to fax-
ready format and placed in the appropriate folder.

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FaxPress Administrator Folders

 Admin Guide > FaxPress Administration Folders

FaxPress Administration Folders

In the Administration branch of FaxPress, FaxPress provides a host of functions for tai-
loring FaxPress to your system environment directly through the FaxPress interface.
To access the Administration branch of the FaxPress Neighborhood:
1. Open FaxPress and login to your FaxPress server with supervisor privileges by dou-
ble-clicking on the FaxPress server name or serial number, or by right-clicking on
it and selecting Login.

Note: If this is the first time you have logged into FaxPress, use username
supervisor and leave the password blank. Refer to Setting the Supervisor
Password on page 99 for more info.

2. Expand the Administration branch to view the folders.

The following is a brief explanation of the Administration folders:

Unaddressed Faxes
When automatic routing is not in effect, all incoming faxes are stored in this folder until a
user with supervisor, operator, or router privileges forwards them to the fax recipient .
(See Automatic Routing: PBX and FaxPress Integration on page 103 for more information
on automatic routing.) This folder can be configured just like the supervisor and Guest ac-
counts by right clicking on it and selecting Properties. For more information on configuring
the Unaddressed account refer to on page 166.
Faxes in the Unaddressed box can be sorted by Date, Time, Status, and Source. Faxes sent
from the Unaddressed mailbox can be sent as Low or Normal priority only; High priority is
not an option..

Users
Open this folder to display all the users that are configured for this server. To add, delete
or configure a user, right click on the specific user. You can also add a user by right clicking
on the User folder or by selecting the Edit pull down menu and clicking Add Ins. Refer to
on page 166.

Logged In Users
Opening this folder displays all current users that are logged into your FaxPress server.

Report
FaxPress Report, a convenient, user-friendly presentation tool for the FaxPress’ opera-
tions, generates FaxPress fax transaction log information in a variety of report formats.
See Fax Reporting on page 208 for more information.

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Transaction Logs
The Transaction Logs folder, allowing you to view and manage the FaxPress transaction
log files, contains two subfolders: Received Logs and Transmitted Logs. To configure these
logs, click on them, or right-click on them and select Set Filter. The transaction logs can
be saved as either .txt or .csv files, and can also be printed.
Every time you fax a document, FaxPress generates a log entry that indicates who sent
the fax, when it was sent, where it was sent, and other information about the fax. The
same type of information is recorded for every fax received by the fax server. Only Fax-
Press users with supervisor privilege can manage (View, Edit, or Delete) the transaction
logs.

Internet Fax
Internet faxing is sending a fax over the internet to a remote fax machine, which then uses
phone lines at its own location to send your fax at a lower cost. Refer to Internet Faxing
on page 118 for more information.

Bill back Code Table

The FaxPress supervisor can require FaxPress users to implement a bill back code when
sending a fax, and also specify the bill back codes that must be used. The Billback Code
Table folder is where you define your codes. Refer to Defining Bill Back Codes on page 204.

Product Activation Key

The Product Activation Key directory allows you to activate your FaxPress 9.x software and
associated email gateway products. Refer to Introducing the FaxPress on page 1 for more
information.

Approval
The Approval folder allows you to define fax approval requirements for individual users and
grant approver status to specific FaxPress users. Refer to Configuring Fax Approval on
page 195.

Fax Lines
The Fax Lines directory displays all fax lines and the status, line direction, and routing type
information regarding each. Right-clicking and selecting Properties on the fax lines dis-
played in this folder allow you to configure your fax lines. Refer to Configuring Fax Lines
on page 197. Fax Lines can also be configured from the Server Properties’ Fax Line Set-
tings tab. See Line Settings on page 122 for additional information.

Corporate Phone Books

This is where the corporate phone books used by all your FaxPress users are created. Cor-
porate phone books can be either native or external phonebooks. Only the FaxPress su-
pervisor or a user with Operator privilege can edit the corporate phone book. Refer to
Creating Corporate Phone Books on page 198.

FaxPress Archive
This is where all the archived faxes and transaction logs are available for review. Refer to
Configuring the FaxPress Archive on page 232 and Archiving Faxes on page 229.

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Configuring Fax Approval

Fax Approval provides the supervisor with an easy to use mechanism for imposing approv-
al requirements prior to processing a Send Fax request and for appointing approval au-
thorities. Approval requirements are based on telephone access: local, long distance or
international phone numbers. Approvers are designated by their level of access privileges.
FaxPress has enhanced the approval mechanism to allow users to submit a fax, 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 FaxPress user.
To implement Fax Approval, follow these steps:
1. Define user approval requirements
2. Select Approvers.
3. Approve Faxes

Define Approval Requirements

To define user approval requirements:
1. Login to FaxPress with supervisor privileges.
2. Expand the Approval folder under Administration (Supervisor).

3. Double click on the Users Need Approval folder to display the list of all available
users in the right panel, then right click on any user and select Required approv-
al for >.
4. Select one of the following options to impose approval requirements:
„ All: All faxes local, long distance and international sent by users with this ap-
proval requirement must be approved prior to transmittal.
„ Long Distance: All long distance and international faxes sent by these users
must be approved prior to transmittal.
„ International: Only international faxes sent by these users must be ap-
proved prior to transmittal.
„ No Approval: No approval is required prior to transmittal.

Select Approvers

Note: FaxPress approvers must have either Supervisor or Operator privileges.

To assign Fax Approvers, follow these steps:

1. Login to FaxPress with supervisor privileges.
2. Expand the Approval folder under Administration (Supervisor).

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3. Right click on the Approvers folder and select Assign Approvers.

4. The new screen Approvers is displayed. The left panel displays all the available
users with Supervisor and Operator privileges.
Select any or all of these users by double click them or highlighting one or more and click
the Add>> or Add All>> button.

Approve Faxes
When the FaxPress user sends a fax that requires approval, FaxPress will place a hold on
the fax until it is approved by an authorized approver. The user will be noied prior to send-
ing the fax that the fax will require approval prior to transmittal.
To approve faxes:
1. Login to FaxPress with supervisor or operator privileges.
2. Expand your Mailbox and select the Outgoing Faxes Queue. All the faxes cur-
rently in the queue will be listed in the right panel. The faxes with a clip board and
check mark icon are awaiting approval.
3. Right-click on the fax awaiting aapproval and select Approve and Yes. The fax
will be sent and the icon will be changed from awaiting approval to sent. 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.

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 Admin Guide > Configuring Fax Lines

Configuring Fax Lines

To configure a fax line:
1. Login to FaxPress with supervisor privileges.
2. Expand the Administration branch and select the Fax Lines folder.
All of your fax lines that are configured for this FaxPress server will be displayed
in the right panel. The following column categories are included:
„ Fax Line
„ Fax Number
„ Status
„ Line Direction
„ Routing Type
„ PBX
„ Remote ID
„ Imprint ID
„ Dialing Type
3. Right-click on a fax line in the list.
4. Select Properties from the context menu to bring up the Fax Line Settings win-
dow.
The settings for this fax line can also be accessed through the Server Properties. See
Line Settings on page 122 for details regarding configuring.

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Creating Corporate Phone Books

There are two different types of Corporate Phone Books, FaxPress Phone Books and Ex-
ternal ODBC Database Phone Books.

Note: For additional information regarding ODBC Database phone books, see
Appendix on page 288.

Create FaxPress Phone Books

To create Corporate FaxPress Phone Books:

Create a Group
1. Log into your FaxPress server with supervisor privileges and expand the Admin-
istration branch.
2. Expand the Corporate Phone Books folder and right click on FaxPress Phone
Books and select Add Group from the context menu. The Add Group dialog box
will be displayed.
Group names can be used when sending faxes to broadcast your fax to any num-
ber of recipients. FaxPress handles this as a single fax and in fact only creates one
raster file. This can significantly reduce the time necessary to process faxes.
3. Enter the name you want to give the new phone book in the Group Name text
box. A file will be create with your group name and will be stored in your user di-
rectory on the FaxPress file server.
4. 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.
5. To add members to the group, right click on the Group name and select Add Mem-
ber. The Edit Member dialog box will be displayed.
6. Fill in the Edit Member dialog box with the appropriate information.
You can continue adding individual members, or you can import members into your phone
book from a previously created phone book file. To import members continue to the next
section, Import FaxPress Phone Books.

Import a Phone Book File

You can import four types of phone book files:
„ Standard Comma Delimited Files (*.csv)
„ Custom Comma Delimited Files (*.csv)
„ dBase Files (*.dbf)
„ ExportPH Files (*.*)— This is a FaxPress 3.x exported phone book

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To import a phone book file:

1. Right click the FaxPress Phone Book folder and select Import and the file for-
mat (i.e., CSV Default Format, CSV Custom Format, ExportPH, dBase) from the
context menu.
2. If you are importing a CSV default format file, a dBase file, or a ExportPH file, an
Open import file screen will provide you the means for locating the file.
a. If you are importing a dBase file, after you use the Open import file screen to
locate your dBase file, the Convert dBase to Phone Book dialog box will be dis-
played. Use this dialog box to map the dBase fields (in Fields) to your 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 shown
in the View list. Click on this button to remove selected item from the View list.
c. Click on the Convert button to start the conversion process.
3. If you are importing a CSV custom format file, the Import File Field Assignment
dialog box will be displayed before the Open import file screen.

Note: The default values in this dialog box are 1 through 7 respectively. Re-
sequence the fields to correspond to your custom file. If you do not a one of the
default fields in your custom file, leave the field blank. In the figure above, the
custom file does not have fields for Voice number, Comment or Group.

4. After to have located the file, click OK to import the file. The phone book number
will all be located in the folder ALL (if not Group is defined in your imported file)
or the Group name (defined in the import file) folder under the FaxPress Phone
Book folder.

Export FaxPress Phone Books

To export a phonebook:
1. Open FaxPress and login to a FaxPress server with supervisor privileges.
2. Expand the Administration branch, expand the Corporate Phone Books folder,
and right click on FaxPress Phone Books.
3. Select Export from the context menu. The SaveAs dialog box will be displayed.
4. Navigate to a directory, specify a name, and save the file. The file will be exported
as a comma delimited file.

ODBC Database Phone Book

To access an external ODBC database and use it as your phone book, follow these steps:
1. Open FaxPress.
2. Expand the Administration branch and click on Corporate Phone Books.

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3. Right click on External Database Phone Books and select Add Database
Phone Book from the context menu.

4. The Database Phone Book dialog box is displayed. You can create a new phone
book, give it a name and select the type and location of the database from this
screen.
5. To connect to either a Microsoft Access database or an Excel, FoxPro or dBase da-
tabase, enter or browse for a file name and path. If the database file is password
protected, you need to provide this password. The supported ISAM file formats
are:
„ dBase versions III, IV, or V
„ Excel versions 3.0, 4.0, 5.0 and 8.0
„ FoxPro 2.0, 2.5, 3.0 and DBC
6. To connect to a DBMS server such as Microsoft SQL server, select an existing or
create a new connection string. This is done by clicking the select’ button. The local
ODBC user interface comes up to allow you to select the ODBC data source name.
For detailed instructions for navigating in your ODBC 32 Bit setup program, refer
to the Reference section in this Guide.

Create Phone Book Views

To use an external database as a phone book, you must first link to the specified database
and then create associations or mapping between the database fields (or columns) and the
Phone book elements. The process of creating phone book views facilitates the mapping
process.
1. Right click on the new database phone book and select Add View from the context
menu.
The Database Phone Book dialog box will be displayed.
From the Database Phone Book dialog box you can select any table and column in your
phone book database and associate it with a phone book field.
2. The Phone Book View tab will be activated by default. Use this tab to map the
FaxPress phone book fields to the external phone book. The following FaxPress
fields can be mapped into fields in the database phone book:
„ Table — The define tables in your database can be selected from the drop
down list.
„ First Name and/or Last Name— To associate the fax recipient with the field
or column in your table, select the appropriate column name from the drop
down list. As in the example screen above, we have associated a LastName
column in the phone book with the ContactName column in the Customers
table.
„ Fax No. — Refer to Dialing Properties on page 116, for fax number format re-

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quirements.

Note: If your database table contains separate fields for country code, area
code and number you will need to select those separately, by clicking the Build
button to separately select each of those fields and put them together to
generate the fax number.

„ Company — Map this phone book field to the equivalent CompanyName col-
umn in your database table. This is an optional field.
„ Bill Back 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 the
scroll down list for Table.
4. Once you select the table, you will be able to select the table fields from the drop-
down list boxes next to each of the FaxPress phone book fields.

Note: If your database table does not contain a separate fields for first and last
name, just map one of them (either first or last name) to the full name, as
shown above.

5. You can define a filter on the database by clicking on the Build Criteria button.
The Criteria dialog box will be displayed.
As an example, you can set the criteria for all supplier in the United States by selecting
Country for Field Name, equals for Operator, and USA for Value.

Note: You can use either Logical AND’ or Logical OR’ to define the logical
relationship between those conditions. The Operator’ provides a rich variety of
conditions such as: Begins with, Ends with, contains, does not contain etc.

6. You can view the SQL statement that is generated as a result of the mapping and
the criteria that you have set by clicking on the SQL Statement button. This is an
informational field only.
7. Click OK when you are finished filling out the Phone Book View tab and select
the Dialing Rules tab.

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8. To apply the dialing rules that have been defined in Server Properties for every
fax number in this view, click the box. See Dialing Properties on page 116.
9. Click OK to finish creating your view. The new view will be located under the phone
book folder.

Create Table Joins

To access multiple tables from one phonebook view, you must include a new table in your
view and define a join or an association between a column in one table with a column in
the new table. You must define a join for each of the tables from which you want to include
data for your phone book.
can include data from any number of tables, but at least one join has to be defined.
1. 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 scroll down list. In the
above screen the Employees table was added to the Contacts view.
3. Go to the FaxPress field name that you want to map to this Table, and find the
new table field. In our example, the Employee.FirstName and Employee.LastName
were mapped to the appropriate FaxPress fields. As soon as you enter a field from
the new table the Table Joins button will now be activated.
4. Click on the Table Joins button. The Table Joins dialog box will be displayed.
5. Select the tables you want to join in Table 1 and Table 2.
6. Select the field in Table 1 to join to the field in Table 2 in Field 1 and Field 2.
7. Click the Add Join button. The view now includes data from two different tables.

Build Fax Numbers

If your database table contains separate fields for country code, area code and number
you will need to add each of those fields together to create the fax phone number.
1. Right click on any phone book view and select Properties from the context menu.
The Phone Book View tab will be activated.
2. Click the Build button (to the right of Fax Number). The Build Fax Number di-
alog box will be displayed.
3. To have FaxPress automatically build a fax number, you must map the following
FaxPress fields to the fields in your database table.
„ Table— The table that contains the phone number fields
„ Country Code— The country code to include with the fax number
„ Area Code— The area code to include with the fax number.
„ Fax Number— The base number to include with the fax number.
FaxPress will now automatically generate your fax numbers.

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Make Views Visible

To provide your users with access to the corporate phone book views you created, assure
the following requirements are met:
1. ODBC drivers should be installed and properly configured on your users worksta-
tions. We recommend that you upgrade the ODBC drivers to the latest version 3.5
which we ship on the FaxPress CD (under Microsoft/ODBC directory)
2. Make sure that the users have access to the specific databases.
„ If you are using Microsoft Access or any other file based database, all users
must have access to the file server where the database file resides.
„ If you are using an SQL type database, then by default FaxPress will use 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 an SQL database such SQL server which requires a Data
Source Name’ (DSN) to be setup on the user’s workstation, and you have followed
the above process to first setup the DSN on your (Administrator) workstation and
created the database connection and views.
4. If you are connecting to a file based database such as Microsoft Access, you need
to specify a UNC path to the file such that all your users can use the same path to
access the file. You also need to make sure they sufficient security privileges to
access the file. You will need to provide Read/Write access to the directory where
the file is located, but Read Only privilege to the file itself, since the users will not
be able to change the database files, not will they be able to add entries to that
phone books through FaxPress.

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Admin Guide > Defining Bill Back Codes

Defining Bill Back Codes

Although FaxPress users can designate bill back codes whenever they are sending a fax,
the FaxPress supervisor can make it mandatory that users include a bill back code when
sending a fax, and also specify which bill back codes to used.
The supervisor must first create a list of admissible bill back codes, then implement them
by checking the Enforce Bill Back Code option in the User Properties dialog box. For
more information about enforcing Billback codes refer to on page 166.
To specify the admissible bill back codes:
1. Login to FaxPress with supervisor privileges.
2. Expand the Server tree.
If the FaxPress tree structure is not already expanded, click on the server on which you
want to create user mailboxes.
3. Expand the Administration branch.
4. Right click on Billback Code Table and select Add.
5. Selecting Add displays the Add New Bill Back Code.
6. In the Bill Back Code field, enter a bill back code. The code can use up to 26 al-
phanumeric characters.
7. In the Description edit box, enter a description of up to 26 characters to describe
the bill back code.
8. Click OK to add the bill back code. The new item will appear in the list of Bill Back
Codes displayed in the dialog box.
9. To modify an existing bill back code, double-click on the bill back code and enter
new information.

Importing Bill Back Codes

If you wish, you can import a comma delimited file with all your bill back code information
directly into your bill back code table.
1. Right click on your Bill Back Code folder and select Import from the context
menu.
2. The file locator screen will be displayed. Select the file with your bill back code in-
formation.
3. All the new data will be displayed in the list in the right panel.

Exporting Bill Back Codes

To export the data in your bill back code tables to a comma delimited file:
1. Right click on your Bill Back Code folder and select Export from the context
menu.
2. The Save As screen will be displayed. Name the file and designate the destination
directory.

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Managing Transaction Logs

The Transaction Logs folder in the Administration (supervisor) branch of FaxPress, allows
you to view and manage the FaxPress transaction log files. FaxPress’ transaction logs con-
tain information about all the faxes the fax server has sent and received. There are two
transaction logs: Received Logs, and Transmitted Logs. Every time you fax a docu-
ment, FaxPress generates a log entry that indicates who sent the fax, when it was sent,
where it was sent, and other information about the fax. The same type of information is
recorded for every fax received by the fax server. Only FaxPress users with supervisor
privilege can manage (view, edit, or delete) the transaction logs. The transaction logs can
be saved as either .txt or .csv files, and can also be printed.
To select date ranges and define filters for your received and transmitted transaction logs:
1. Login to FaxPress with supervisor privileges.
2. Expand the Transaction Logs folder under Administration (supervisor).
3. Click on either Received Logs or Transmitted Logs to display the Transaction
Log dialog box .
4. Enter the Start Date from which you would like to view the transaction log
records. In the Days edit box, enter the duration for this view.
5. Click on the Filters tab to define filters for each of your transaction log folders.
6. You can choose to display all records in the date range that you selected by check-
ing the Get all records option in the Filters tab. Alternatively, you can filter
records with the following characteristics by entering values in the Choose
records with section:
For received transactions:
„ To—Fax recipient
„ RTI—Remote Terminal Identity
„ Line—FaxPress line number on which the fax was received
For transmitted transactions:
„ Sent by—Sender of the fax
„ To—Recipient of the fax
„ Bill Back—Bill Back code associated with the fax
„ Line—FaxPress line number used to send the fax
Viewing Transaction Logs
1. To view an individual log record, either double click on the transaction, or right-
click on the record to display a context menu. Choose Properties to display the
Transaction Logs Property dialog box.
2. This window provides details of the selected fax including status, date received,
RTI (Remote Terminal ID), number of pages, transmission time, resolution, com-
pression scheme, baud rate, recipient, and the FaxPress line on which it was re-
ceived.

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Admin Guide > Managing Transaction Logs

To Save Transaction Logs

1. Right click on the folder for either Transmitted Logs or Received Logs.
2. From the context menu, select Save As. The Transaction Log dialog box will be dis-
played.
3. Define the date range and filters you want to employ for this log.
4. Specify the file name and location where the records will be stored in the Save As
dialog box.
You can save your transaction logs as either text files or comma delimited files.

Printing Transaction Logs

You can print two types of Transaction Log list:
1. Select the Received Logs or Transmitted Logs branch in the FaxPress tree
and right-click.
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. The FaxPress/Network Print dialog
box will open.
4. Select number of copies and click OK.
5. To change the configuration of your printer, click on the Printer button. The Print-
er Configuration dialog box will be displayed. For detailed information regarding
the configuring of printers, refer to Printing a Fax in the FaxPress User Guide.

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Product Activation Key

The FaxPress server’s FaxPress 9.x software must be activated with a Software Activation
Key, determined by your FaxPress unit’s serial number, to enable the FaxPress 9.x soft-
ware and any associated FaxPress email gateways to function.
To use the FaxPress utility to access Castelle’s Product Activation Key request page and
obtain your Product Activation Key, follow these steps:
1. Go to FaxPress’s Product Activation Key directory, (Start>Programs>Fax-
Press>FaxPress), then double-click on FaxPress 9.x in the right panel.
2. Next, in the Product Activation Key screen, click the Obtain Key From Web
button to go to Castelle’s Product Activation Key Request page for your FaxPress
unit’s Software Activation Key code. Next, select either the License FaxPress or
Enable 30 days evaluation radio button, then enter the 16-digit Activation Key
code exactly as given in the License Key field. Include all hyphens, exclude spac-
es, then click Enable.

Note: The Product Activation Key may also be obtained at any time by going
directly to the Activation Key Request page on the Castelle web site, at http://
www.castelle.com/cgi-bin/fp90keycode.pl. The 16-digit Product Activation Key
code will then need to be entered as specified above.

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Admin Guide > Product Activation Key

Fax Reporting

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Fax Reporting
Admin Guide > Fax Reporting

Fax Reporting
The FaxPress logs a variety of information about the fax transactions it handles. FaxPress
Report, a convenient, user-friendly presentation tool for the FaxPress’ operations, gener-
ates the FaxPress fax transaction log information in a variety of report formats. The Fax-
Press Report’s comprehensive analysis of fax processing transactions is easily exported to
spreadsheets and other report generators.
FaxPress Report offers both system-wide and individual fax report types.

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Individual Fax Reports

FaxPress’ Individual fax reports are available under the Mailbox branch of all users. This
feature offers six personal fax report types. These personal report types include:
„ Fax Volume Report – Outgoing
„ Fax Volume Report – Incoming
„ Fax Volume Report – Incoming + 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, follow these steps:
1. Log into FaxPress. (Start>Programs>FaxPress>FaxPress)
2. Expand the Mailbox branch.
3. Select the Fax Reports folder.
4. Double-click on the type of report you’d like to generate.
5. In the Report window, confirm the Name field displays the correct fax report type.
6. In the Date Range section, 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 necessary fax transaction log information from the Fax-
Press server and generate your report.

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Admin Guide > System Fax Reports

System Fax Reports

Available to the supervisor, and supervisor-privileged users, the system-wide fax reports
are located in the Administration branch of FaxPress.

Generating System Fax Reports

To generate a system fax report, follow these steps:
1. Log in as supervisor to FaxPress. (Start>Programs>FaxPress>FaxPress)
2. Expand the Administration branch.
3. Select the Fax Reports folder.
4. Double-click on the type of report you’d like to generate.
5. In the Report window, confirm the Name field displays the correct fax report
type.
6. In the Date Range section, select one of the five standard reporting periods or
define one by entering a range of dates in the fields provided.
7. Click Show.
FaxPress Report will now retrieve the necessary fax transaction log information from the
FaxPress server and generate your report.

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Developing Custom Software

Admin Guide > Developing Custom Software

Developing Custom Software

Castelle’s FaxPress Drop Directory, the Castelle Software Development Kit (SDK) and the
associated Castelle Programming Interface (CPI) software are designed to allow develop-
ers easy deployment of production faxing in almost any environment. These features en-
able automated inbound and outbound faxing from many operating systems (MainFrame,
AS400, UNIX based, etc), back end accounting packages, and ERP packages. The SDK Pro-
grammer’s Manual is available in the Administration Tools’ Documents folder if you chose
to copy that folder to your hard drive during setup, and in the Documents folder on the
Castelle FaxPress CD. See Documents on page 137 for more information.
The DropFax utility software is designed to offer developers convenient deployment of in-
bound production faxing based on user specified inbound fax folders. This allows third-par-
ty applications to retrieve inbound faxes in TIF format from any file folder they prefer. For
information on implementing the DropFax utility, see FaxPress Drop Directory on page
215.

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FaxPress Drop Directory

Using Castelle’s Drop Directory, FaxPress 7.0 server supports the sending of outgoing fax-
es through special directories under the /Castelle/serial_number directory, allowing
faxes to be sent without user intervention. Drop Directories must be created manually by
the FaxPress supervisor as the first step in setting up the entire Drop Directory process.
Example: /Castelle/08206001/faxdir
Outgoing fax jobs are presented through a drop directory as a set of control and fax data
files. Periodically the FaxPress server searches for and selects control files from the drop
directories. Selected control files and the corresponding data files are used by the server
to define and launch outbound fax jobs. As these drop directory jobs are completed, the
call information for each job is reported back through the drop directory in a series of no-
tice files.

Note: All the given data file formats (DCX, PCX, PCL) are automatically
converted into a fax format by FaxPress and then submitted to the FaxPress
outgoing fax queue. No FaxPress client software and DCX print driver are
involved in this process. All data file formats must be submitted to the
Drop Directory in DCX, PCX or PCL file format.

For information on implementing the inbound production faxing utility, DropFax, see In-
bound Production Faxing: The FaxPress DropFax Utility on page 147.

The Drop Directory Configuration File - jobqueue.cfg

The castelle/serial_number/system/jobqueue.cfg configuration file specifies how
drop directories are to be handled by a FaxPress server. This configuration file identifies
the drop directories to be searched by the FaxPress, the order and frequency of searches,
and the FaxPress users associated with the jobs originating from each directory. During
FaxPress startup, a FaxPress reads through this configuration file, and uses it to set up its
drop directory handling. The FaxPress interpretation of thejobqueue.cfg contents is ech-
oed in the castelle/serial_number/system/jobqueue.cfg log file.
The jobqueue.cfg file must exist in the castelle\serial_number\system directory for
drop directory to work. If the jobqueue.cfg file does not exist, the FaxPress supervisor
should create this configuration file with the necessary command lines. If jobqueue.cfg file
already exists in the system directory then the FaxPress supervisor should edit this file to
make sure that command lines relevant to the Drop Directory process are included in the
file.
The jobqueue.cfg configuration file consists of ASCII lines, which identify the FaxPress
drop directories and the FaxPress users associated with the jobs processed through the
drop directories. Each line of a jobqueue.cfg file contains one configuration directive.
This configuration directive starts with a directive keyword and ends with an ASCII line-
feed (0x0A character). When parameters are included in a directive line, the parameter
text follows and are separated from the keyword by blanks.

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Admin Guide > FaxPress Drop Directory

The jobqueue.cfg directives are:

INTERVAL seconds - specifies the minimum number of seconds between search-
es of drop directories - the default is the minimum, 10 seconds.
Example: INTERVAL 120
DIRECTORY name extension - specifies the name of the drop directory the Fax-
Press is to periodically search for job control files, and also specifies the extension
(.dir) used to distinguish a control file in this directory.
Example: DIRECTORY HPFSCAN.HPF and DIRECTORY.DIR
USER username - specifies the login name of the FaxPress user to be assigned
jobs originating from the drop directories.
Example: USER SCANNER
DIRECTORY DROPDIR1 CTL
DIRECTORY DROPDIR2 CTL
PRIORITY ordinal - specifies an ordering value from 1 to 9999 with which drop
directories searches will be ordered. Directories are searched in the increasing or-
der of their priority values. Directories with the same priority ordinal are searched
in rotation (round robin). Directories with no priority value are searched strictly in
order of their appearance within the configuration file.
Example: PRIORITY 10
DIRECTORY SCANDIR1 FCF
PRIORITY 20
DIRECTORY SCANDIR2 FCF
DIRECTORY SCANDIR3 FCF
Example of jobqueue.cfg file:
USER RIGHT_A_WAY
DIRECTORY HIPRI1 JCF
DIRECTORY HIPRI2 JCF
PRIORITY 1
DIRECTORY EXPRESS1 JCF
DIRECTORY EXPRESS2 JCF
USER SOMETIME_SOON
PRIORITY 4
DIRECTORY REGULAR1 JCF
DIRECTORY REGULAR2 JCF
USER ANY_TIME
PRIORITY 10
DIRECTORY LOWPRI JCF

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Because there is no INTERVAL directive in this configuration file, the drop directories will
be searched at the default 10-second interval. The FaxPress will search the drop directo-
ries for a control file with the .jcf extension.
The HIGHPRI1 jobs will all be serviced first. Then the HIGHPRI2 jobs will be serviced as
long as the HIGHPRI1 directory has no further jobs. When both HIGHPRI1 and HIGHPRI2
have been fully serviced, jobs will be alternately taken from EXPRESS1 and EXPRESS2 until
their jobs have all been serviced. Jobs from these drop directories will all be assigned to
FaxPress user RIGHT_A_WAY.
When HIPRI1, HIPRI2, EXPRESS1, and EXPRESS2 jobs have all been processed, jobs for
user SOMETIME_SOON will be alternately taken from REGULAR1 and REGULAR2. Only af-
ter no jobs remain in any of the other drop directories, will jobs be taken from LOWPRI,
for the FaxPress user ANY_TIME.

Note: The JOBQUEUE.CFG file must contain strictly ASCII data. It should not
be edited with a word processing type of editor (such as Microsoft WORD,
WRITE, or WORD-PERFECT).

Drop Directory Users

Drop directory based jobs are processed for the FaxPress user that has been assigned to
the drop directory by a JOBQUEUE.CFG USER directive. If the user assigned to a drop di-
rectory does not exist when the FaxPress starts up, then the user is automatically created
by the FaxPress. User parameters in effect at the time the FaxPress starts up will be used
as the default for all jobs originating through that particular user’s drop directories.
If a user is deleted, then job processing from that user’s drop directories will stop.
If a user is blocked, then processing of unstated jobs from that user’s drop directories will
be suspended until the user is unblocked. If a user is blocked when the FaxPress starts up,
then no jobs will be processed from the user’s drop directories until the user is unblocked.

Job Control Files

After the FaxPress has been configured to query a drop directory, the third party 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 characters long, followed by an extension of up to three characters). Jobs are copied into
drop directory one at a time and FaxPress process the jobs one at a time.
The originators of drop directory jobs must ensure 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 control files in a drop directory are distinguished from the other types of files in
this directory by their filename extension, which must be the same as the extension spec-
ified along with the drop directory pathname in JOBQUEUE.CFG. The first characters of a
job control filename are also used for the name of the notice files generated for the jobs
originating from the control file.

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Admin Guide > FaxPress Drop Directory

Each job control file consists of a series of ASCII lines (each terminated with an ASCII line
feed character) that specify how the job is to be handled. Each line should contain a direc-
tive of the form:
##Directive [parameter 1] [parameter 2]
The directive must begin with a ## followed immediately by the directive keyword (in either
upper or lower case). The keywords may include an embedded dash to enhance readabil-
ity. If parameters are included in a directive line, the parameter text follows and is sepa-
rated from the directive keyword by a space.
A job control file may contain multiple (possibly overlapping) job control streams. Each job
control stream is concluded with a ##dial directive, and the most closely proceeding
(##cover/##nocover, ##message, ##billback/##nobillback, etc.) parameter settings
are applied to the job. Parameter directives do not need to be repeated between ##dial
directives if the parameter selection is not changed.

Note: All control files are expected to contain strictly ASCII data. They should
not be edited with a word processing type of editor (such as Microsoft WORD,
WRITE, or NOTEPAD, or WORD-PERFECT).

Job Control file directives are:

„ ##DIAL phone number - specifies the fax number to dial for a job - one
##dial directive should be used for each fax to be sent. All the other directives
for the job need to proceed the ##DIAL directive.
„ ##FILENAME filename -or- ##FILE filename - specifies a file containing
the faxable document. This directive can only be used when the faxable doc-
ument is not contained in the job definition file.
„ ##<File type> - specifies type of data in fax data source - default is PCL.
Available file types are:
„ ##ASCII
„ ##PCL
„ ##DCX
„ ##PCX
„ ##<Resolution> - specifies resolution for jobs to be standard or fine,
Available resolutions are:
„ ##STANDARD (100 x 200 DPI)
„ ##FINE (200 x 200 DPI)
„ ##DELAY mm/dd/yy hh:mm - specifies date (mm/dd/yy) and time
(hh:mm) to delay sending for jobs.
„ ##NODELAY - specifies sending is not to be delayed-default unless ##delay

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directive appeared earlier in job definition file.

„ ##BILLBACK codeword - specifies billback codeword to be associated with
the fax job.
„ ##NOBILLBACK - specifies no billback-default unless ##billback directive
appeared earlier in the job definition file.
„ ##B<baudrate> - specifies maximum baud rate of jobs.
Available baud rates are:
##B4800
##B7200
##B9600
##Bl2000
##Bl4400
„ ##ONLYLINE line # - specifies the fax line to be used for sending this fax
job.
„ ##ANYLINE - specifies that all lines are to be used to send this fax job.
„ ##DESCRIPTION description text - specifies the description (also known
as log-reference) to be used for the job. This information appears in notices,
transaction logs, and the outgoing fax’s list.
„ ##COVER -or- ##NOCOVER - specifies whether or not to include a cover
page for the job.
„ ##COVERNAME name - specifies the name of the cover page to be used to
send the fax. This must be followed by ##COVER directive to ensure cover page
is included.
„ ##FROM name - specifies name to appear in cover page sender name field.
„ ##SENDERFAX phone number - specifies the phone number to appear in
cover page Sender fax phone number field.
„ ##SENDERVOICE phone number - specifies the phone number to appear
in cover page Sender voice phone number field.
„ ##TO recipient name - specifies the name to appear in cover page recipient
name field.
„ ##COMPANY company name - specifies the name to appear in the cover
page Recipient Company name field.
„ ##RECEIVERVOICE phone number - specifies the phone number to ap-
pear in cover page Recipient voice number field.
„ ##MESSAGE<linenumber> message text - specifies up to 60 characters
of text to appear on corresponding lines of cover page message field. Message
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

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„ ##RETRYLIMIT limit [minutes] - specifies the maximum number of retries

before a job is classified as having failed, and optionally specifies minimum
minutes between retry attempts.
„ ##PRINTCONFIRM - specifies a confirmation page is to be printed after fax
has been successfully transmitted-default is no confirmation.
„ ##PRINTFAX - specifies a full fax image is to be printed after fax has been
successfully transmitted -default is fax is not printed.
„ ##NOPRINT - neither a confirmation nor full fax image is to be printed after
fax has been transmitted.

Example: Job Control File containing Fax Data

##DIAL 1 408 496 0502
Dear John,

This is a demonstration of the FaxPress drop directory. It allows you to send

faxes without user intervention.
Regards,
Castelle
The above file will send out the text that starts with ’Dear John,’ to the fax number
specified with ##DIAL.

Example: The Fax Data separate from the Job Control File
##FILENAME demo.pcl
##NOCOVER
##FINE
##PRINTFAX
##ONLYLINE 1
##DIAL 1 (408) 654 4689
##ANYLINE
##DIAL 1 (555) 123 4567
This will send the file called: DEMO.PCL to two fax numbers. The first number will only be
sent over FaxPress line 1. The second fax number can be dialed on any available FaxPress
line. Note that the actual fax to both these numbers will appear exactly the same, since
they both share the same settings parameters.

Job Data Files

After the FaxPress has been configured to query a drop directory, the application can put
the job data and control files in the directory. The data files should be put into the directory
before the control files. This sequence of the data files being deposited into the
Drop Directory before the control files is crucial, and cannot be emphasized
enough. The names of data files must be DOS format (up to 8 characters long, followed
by an extension of up to three characters). The originators of drop directory jobs must en-
sure that names assigned to the control and data files are unique within their directory

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for at least the duration of the job’s processing. The job data files in a drop directory are
distinguished from the other types of files in this directory by their filename and extension.
Each job data file consists of one or more pages of fax image data. It must be in either
ASCII, PCL5 (as defined for a HP LaserJet II or III), or DCX (as defined by the CAS spec-
ification).

Job Notice Files

During the processing of each drop directory job, a FaxPress provides status feedback to
the originator through ASCII job notice files. Each job notice file uses the name of its job
control file, and a three character decimal extension. These extensions are start with 001
and continue up to 999 in chronological order. Every status (Failed, Retry, OK and Ac-
tive) is reported in a separate notice file. At the end of a notice sequence, the FaxPress
will create a drop directory file with the control file name and the special extension: DAT.
The .DAT file contains the serial number of the FaxPress that handled the job. The appear-
ance of the .DAT file signals the conclusions of a notice file sequence. The originating ap-
plication is responsible for cleaning up these notice files.
The format of a notice file is:
Queued at: <hh:mm, month day year>
Sent at: <hh:mm, month day year>
Pages: <number of pages>
Status: <ACTIVE/OK/RETRY/FAILED>
Fax_Number: <phone number>

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Admin Guide > FaxPress Software Developers’ Kit (SDK)

FaxPress Software Developers’ Kit (SDK)

Castelle offers the complimentary FaxPress Software Developers Kit (SDK) to allow devel-
opers to add faxing capabilities to their existing applications and develop custom faxing
applications.
FaxPress Software Developers Kit includes:
„ Castelle SimpleFax utilities
„ Castelle Programming Interface (CPI)
„ C/C++ sample code
„ Visual Basic sample code
„ Programmer’s Manual
Information regarding the Castelle SimpleFax utilities, Castelle Programming Interface
(CPI), C/C++ and Visual Basic sample code are provided in the SDK Programmer’s Manual.
The SDK Programmer’s Manual is available in both the Administration Tools’ Documents
folder if you chose to copy that folder to your hard drive during setup, and in the Docu-
ments folder on the Castelle FaxPress CD. See Documents on page 137 for more informa-
tion.

Castelle SimpleFax Utilities

The SimpleFax utilities are designed to simplify the task of interfacing with FaxPress in any
Windows environment. Whether you are adding fax capabilities to your existing application
or developing a new fax application, using these utilities will significantly shorten your
learning curve and overall development time and effort.
FaxPress SimpleFax Utilities is a set of executable routines that provide access to FaxPress
features with minimal integration effort. These utilities are designed for non-programmers,
allowing quick access to the most commonly used FaxPress features with only a few func-
tions.
The SimpleFax utilities are designed to address the most common faxing tasks:
„ Submitting outgoing faxes (single faxes or broadcast)
„ Retrieving incoming faxes
„ Checking status of outgoing faxes
„ Retrieving notifications
„ Retrieving incoming, outgoing and notification lists
„ Merging document templates with recipient data base and broadcasting faxes
(similar to Mail Merge)
„ Checking status of the server
These utilities require a much shorter learning curve and are simple to use. They can be
launched from a large variety of applications independent of the language they are written
in or the development environment. Example environments are:
„ Win32 C/C++

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„ Visual Basic
„ Delphi
„ PowerBuilder
„ DOS applications running under Windows, DOS batch files etc.
„ CGI under Web servers
The SimpleFax utilities are pre-packaged 32 bit applications designed to run on
Windows95/98 and Windows NT. Each utility encapsulates the full functionality required to
accomplish a specific fax task.
For example: SubmitFax allows you to specify all the parameters for an outgoing fax in-
cluding the server and user account, a list (or a data base file) of fax recipients, a cover
page and text message, a list of file attachments and all the outgoing fax options. If you
are familiar with FaxPress 5.0x client, you will recognize that the SubmitFax utility contains
all the functionality covered by the compose fax’ function without the user interface.
The SimpleFax Utilities use Castelle Programming Interface (CPI) to communicate with
FaxPress server. The following diagram illustrates the architectural relationship between
CPI and the SimpleFax utilities.

The Programmer’s Manual provides complete information on how to develop applications

using the utilities. The Software Developers Kit includes all the source code for the utilities
as well as Visual Basic sample code which demonstrates how those utilities are being used
from a Visual Basic application.

Castelle Programming Interface (CPI)

Castelle Programming Interface (CPI) is an extensive API that provides full access to all of
FaxPress server functionality. The API functions can be categorized into the following func-
tional groups: Castelle Programming Interface (CPI) is an extensive API that provides full
access to all of FaxPress server functionality.
The API functions can be categorized into the following functional groups:
„ Sending faxes

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„ Receiving faxes
„ Querying about the status of faxes
„ Receiving notifications
„ User management functions
„ Phone book management functions
„ Server configuration functions
„ User settings functions
„ Printing functions
CPI consists of a set of DLLs:
„ 32 bit DLLs for Windows 95/98 and NT
„ 16 bit DLLs for Windows 3.1 and 3.11
The Software Developers Kit includes:
„ CPI libraries, DLLs and include files for FaxPress versions 3.7.3, 4.01, 4.02, and 5.0
(5.01 CPI is the same as 5.0 version)
„ CPI Programmer’s Reference
„ C/C++ sample code
„ Visual Basic sample code
We have provided the source code for all the SimpleFax utilities as sample code for CPI
developers. We highly recommend that before starting your development with CPI, you
review the SimpleFax utilities Programmer’s Manual and the Visual Basic sample code in-
cluded in the SDK.
Whether you choose to develop your application using CPI or SimpleFax utilities, we
strongly recommend that you register as a FaxPress developer. As a registered developer
you will periodically receive updates to the SDK and utilities. This will also give us the op-
portunity to get your feedback about the API, utilities and enhancements that you would
like in the future releases of the product and the SDK.
To register as a FaxPress developer, visit the Castelle FaxPress SDK page.

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Microsoft Integration
Admin Guide > Microsoft Integration

Microsoft Integration
FaxPress/Microsoft integration must first be enabled by running the Microsoft Inte-
gration setup in the Add On Products on the Castelle FaxPress 9.x CD. See Installing
Add On Products on page 56 for information.
Once enabled in the Castelle FaxPress 9.x CD’s Add On Products (see Installing Add On
Products on page 56), FaxPress/Microsoft integration allows users to send faxes straight
from:
„ Windows Explorer via the File/Send To command
„ Microsoft applications such as Word, PowerPoint, and Excel.
Each of these ways of sending faxes is discussed in the following sections.

Sending Faxes from Windows Explorer

A Castelle FaxPress option can be added to your list of Windows Explorer Send To op-
tions, enabling you to right-click on any file and select Send To>Castelle FaxPress.

Note: FaxPress/Microsoft integration must first be enabled by running the

Microsoft Integration setup in the Add On Products on the Castelle FaxPress 9.x CD.
See Installing Add On Products on page 56 for information.

To add Castelle FaxPress to the Windows Explorer Send To options, follow these steps:
1. Go to Start>Programs>FaxPress>Tools and select Add Castelle FaxPress
in SendTo of Explorer.
To use the Send To Castelle FaxPress option to send faxes once it’s been added, follow
these steps:
1. Right-click on a file and then select the Send To command, or select the Send To
command from the File menu. In either case, a menu of options for sending opens.
2. Select Castelle FaxPress.
3. If you are not already logged into the FaxPress, the FaxPress login screen requires
you to enter your user name and password.
4. The Send Fax interface will open, with the file you initially right-clicked on already
attached.

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Sending Faxes From Microsoft Applications

Note: FaxPress/Microsoft integration must first be enabled by running the

Microsoft Integration setup in the Add On Products on the Castelle FaxPress 9.x CD.
See Installing Add On Products on page 56 for information.

Once installed, the Send To Castelle FaxPress option and the Word Faxing option both
provide convenient fax sending options from Microsoft applications like Word, PowerPoint,
and Excel.

Sending Faxes Using the Send To Castelle FaxPress Option

Once installed, the Send To Castelle FaxPress will appear as an option in the Send To
menu of Microsoft applications like Word, PowerPoint, and Excel.
To install the Send To Castelle FaxPress option, go to Start>Programs>Fax-
Press>Microsoft Office Support>Install Send To Castelle FaxPress Menu.
This new option will appear in the Send To menu of the next Microsoft application you
open.

Sending Faxes Using Word Faxing

To make it even easier to fax from within Microsoft Word, you can add a FaxPress icon to
the Word Tools bar. Clicking the FaxPress icon brings up the FaxPress Send Fax window,
where you can enter transmission information and send the fax. After the fax is sent, you
will then be returned to Word. Using this approach will have no effect on your default print-
er selection.

Note: FaxPress/Microsoft integration must first be enabled by running the

Microsoft Integration setup in the Add On Products on the Castelle FaxPress 8.x CD.
See Installing Add On Products on page 56 for information.

To install Word Faxing, and add the FaxPress icon to your Word tool bar, follow these
steps:
1. Confirm the Macro security setting is set to medium or low rather than high. From
a Word document, select Tools>Macro>Security, then select the medium or
low security button.
2. Select Start>Programs>FaxPress>Microsoft Office Support>Install
Word Faxing, as shown under Sending Faxes From Microsoft Applications on page 227. If a
macros-related warning appears, click the Enable Macros button. The Install
Word Faxing Word document will be displayed.

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3. To install the FaxPress interface and insert the FaxPress icon in your tool bar, click
the Install button. A message will appear confirming completion of the installation.
4. Click OK. Close Word and then restart the application. The Castelle FaxPress Icon
will now appear on your Word Tool Bar.

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Archiving Faxes
Admin Guide > Archiving Faxes

Archiving Faxes
FaxPress Archive provides five essential archival functions:
„ All of your FaxPress servers can be backed up to a single database.
„ Archives outgoing faxes, incoming faxes, and transaction logs for all FaxPress users.
„ Creates archival transaction information for each fax or log and stores the data in a
database.
„ Allows all of your users to view, sort, mail, print, and re-send archived faxes directly
through FaxPress.
„ Optimizes FaxPress performance by moving faxes from FaxPress Queues into the
archive database.
The archival configuration parameters for your FaxPress users are defined by the FaxPress
supervisor through a convenient configuration wizard, requiring the following information:
„ Identify all the FaxPress servers to archive
„ Specify type(s) and condition(s) of faxes (or transaction logs) to archive
„ Specify the archival frequency and storage format
„ Specify type of database to store the archival information (SQL server or Access)
„ Define database housekeeping operations
Two modes are supported: Backup mode and On-line Archive mode. In backup mode the
purpose is archiving for off-line, long-term storage with backups done once a day. In on-
line archive mode, the faxes are continuously moved into the database and are easily
viewed, searched, and filtered by end users through FaxPress.

Note: For additional user rather than administrative FaxPress Archive

information, see Managing Stored Faxes.

FaxPress Archive performs all the features necessary to manage and create fax archives
including:
„ Automatic scheduling of archive process as often as every 10 minutes.
„ Automatic purging of faxes upon successful completion of the archive process.
„ A user friendly wizard automates the archive configuration process.
„ Ability to choose between two modes of operation, on-line and backup. On-Line
allows the end users to view, delete or resend their archive faxes at anytime. The
backup mode restricts these features to users with supervisor privileges.
„ Ability to select type of faxes or transaction logs for archival.
„ Ability to archive faxes on multiple servers through a single archive service.

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FaxPress Archive consists of three components:

The FaxPress Archive Program
The Archive program is run as a service on a Windows NT server or workstation. The pa-
rameters for the Archive program are taken from the registry and are set by a configu-
ration program. This program can be installed from your FaxPress setup CD by selecting
Add On Products in the supervisor Installation.
The FaxPress Archive Configuration Program
The configuration program lets the supervisor determine which servers to archive faxes
from, which faxes to archive, when to archive, what format the archived faxes should be
stored as, whether to archive transaction logs, and which database to use to store ar-
chive transaction information and whether to purge old records from the database. The
configuration program is automatically launched from the installation program for the
FaxPress Archive program.
An MS SQL or Access Database
The database is used to store archive information about the faxes (e.g., when it was sent/
received, the fax owner, the remote terminal ID, etc.). If you wish to use MS SQL, you
must create a database prior to starting the FaxPress Archive installation. If you use MS
Access, a database will be automatically generated for you during the installation pro-
cess. No MS Access application program needs to be installed on your system.
Once the archive program is started, it goes through the outgoing and incoming fax queues
for all the users and stores all the faxes into a directory specified by the supervisor. The
records for the corresponding faxes are stored into the specified database. Once the faxes
are archived successfully, the faxes are deleted from the FaxPress.
To implement FaxPress Archive, four basic steps must be performed:
1. Preparation of your environment;
2. Installation of the software and Archive service;
3. Configuration of your archive system;
4. Activation of the Archive service.
You may elect to modify the configuration parameters of your FaxPress Archive at any
time. It is, however, important to note that anytime you change the configuration param-
eters, you must restart the Archive service.

Note: Castelle also provides two additional FaxPress Archive import utilities in
the Support folder on the FaxPress 9.1/9.1.5 CD-ROM: one for SQL databases
and one for FaxPress to FaxPress Archive migration. See the Support folder for
more information.

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Admin Guide > Configuring the FaxPress Archive

Configuring the FaxPress Archive

At the completion of the installation process the FaxPress Archive install program will au-
tomatically launch the configuration program. However, you can also launch the FaxPress
Archive configuration program through FaxPress, by selecting FaxPress Archive Configu-
ration, or by clicking the Configure button in the Storage Reclamation tab of the Server
Properties Dialog Box, as described in Storage Reclamation on page 128.

Select Mode
1. The first screen displayed after the FaxPress Archive service is installed is the
Mode of Operation screen.
Select the mode in which the archive database will be used:
„ Back-Up: In this mode, the faxes in the archive can only be accessed by Fax-
Press supervisors.
„ On-Line Storage This mode allows all FaxPress users to access their own ar-
chived faxes through FaxPress.
2. Click Next>.

Select Database
1. When archiving faxes, FaxPress Archive generates fax archive information data.
This data and the transaction log files (if selected for archival) is stored in a data-
base for subsequent archive retrieval operations. The Database Selection dialog
box prompts you to select the type of database to use archive data storage.
„ SQL Database Server: Use this selection if an MS SQL Server is available.
This will give users the performance, reliability and security that are available
with the database server.
„ Microsoft Access database: Use this option if you want to use an Access da-
tabase, or if you do not have access to a relational database server. An instal-
lation of the Microsoft Access program is not required. A new database file with
the appropriate tables will be created by the installation process.

Note: The FaxPress supervisor can at anytime use the FaxPress Archive
configuration program to specify a different database, but the information from
the old database will not be imported into the new one. For more information
refer to Updating FaxPress Archive on page 259.

2. Proceed to either the Configure Microsoft Access Database or Configure MS

SQL Database section below.

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Configure Microsoft Access Database

To use a Microsoft Access database for storage of the archive information data performing
the following steps:
1. If you selected Microsoft Access in step 1 in Select Database, the Select New or
Existing Database dialog screen is displayed.
2. Select Connect to an Existing FaxPress Archive database. If an archive data-
base already exists and you just want to change other parameters unrelated to the
database.
3. Or, select Create a New Database: to create a new Access database.
The new Access database will be located in a new directory named Archive\Database
in the FaxPress server root directory. The archived faxes will be located under Ar-
chive\Faxes.
For example:
C:\Castelle\Archive\Faxes

Configure MS SQL Database

1. If the SQL Database Server option is selected, the ODBC DSN dialog box will be
displayed.
The current ODBC connect string will be displayed in the edit box. The connect string is
generated automatically when a DSN is selected and a connection to the server is suc-
cessful.
2. If a DSN is not displayed or you want to select an alternate DSN, click the Browse
button to launch the ODBC Data Source Administrator and select a different ex-
isting DSN or to create a new one.

Continue FaxPress Archive Configuration...

After you have selected a database, the FaxPress Archive wizard will finish the configura-
tion process by prompting you for FaxPress Server selection and to select archiving prop-
erties.
1. Select the FaxPress server you want to archive in the FaxPress Selection dialog
box.
The list of available FaxPress servers is displayed in the left column. Transfer them
to the right column by double clicking a server, by highlighting a server and click-
ing the Add > button, or select all by click the Add All>> button.
2. Select Next>.

Note: If multiple FaxPress servers are selected, the servers must all be
installed under the same Castelle directory. Only FaxPress 6.x and above
servers can be selected for archive.

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3. The Fax Archive Location information screen shows you the location where the
archived faxes are stored.
4. The Sent Faxes Archive dialog box configures the options for outgoing faxes.
„ Archive Sent Faxes: If you select this option, all successful and failed faxes
will be archived.
„ Do not archive faxes that have been sent successfully : If you select this
option, successful faxes will not be archived.

Note: If you choose to archive sent faxes, the FaxPress server Advanced
parameters will automatically be set to Keep Sent Faxes. Otherwise, the sent
faxes are automatically removed from the outgoing queue after a successful
transmission. See FaxPress: An Introduction on page 94 for more information

5. The Archiving Received Faxes dialog boxes allows you to archive received fax-
es.
a. Archive received faxes: This option specifies whether to archive received
faxes or not. If this option is checked, then received faxes will be archived.
Otherwise, received faxes will not be archived.
b. Do not archive received faxes that have not been viewed: This option
specifies whether to archived unviewed faxes or not. If this option is checked,
then all unviewed faxes will not be archived. Otherwise, all faxes will be ar-
chived.

Note: Archived faxes get deleted from the Incoming Fax Queue, therefore, they
will only be visible to the user through the Archived received faxes folder in
FaxPress. This is only available if the on-line mode is selected.

c. Do not archive un-addressed faxes: This option specifies that all faxes in
the un-addressed incoming queue are not archived. Archived faxes are delet-
ed from the FaxPress queue so it would be impossible to route faxes after-
wards. This option prevents un-addressed faxes from being archived until
after they are routed. After they are routed, archiving options selected in a,
b, and d are enforced.
d. Archive received faxes older then x days: This specifies how long a fax
must be in the incoming queue before it is archived. This ensures that a fax is
in the incoming queue for a certain amount of time before it is moved into the
archive.
6. Archiving Transaction Logs dialog box allows you to archive transaction logs.

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This option turns transaction log archival on or off. This includes both transmitted
and received logs. There is no option to specify one or the other.

Note: FaxPress transaction logs are not deleted at the completion of the archive
process.

7. The Archive Options dialog box allows you to select the archive storage format
for your faxes and the user name and password for accessing your archive data-
base.
a. What file format should the faxes be stored: Options for file format in-
clude DCX or TIFF. TIFF files are usually smaller than DCX files.
b. Encrypt archived faxes: Select this option to encrypt the archived faxes.
Faxes are stored as DCX or TIFF files on the file server. Encryption prevents
these files from being viewed without the proper password and decryption.
„ Password: Specify a password to be used in the encryption of the faxes. If
you are using a Microsoft Access database to store the archived fax informa-
tion, this password is also used to protect the Access database. The Access
database file can be accessed by everyone with permission to the database
directory. Specifying a password will prevent the entire contents of Access da-
tabase from being viewed without the proper password. The password can
only be specified once. It cannot be changed once the configurator is finished.
8. The Specifying an Archival Schedule window allows you to specify when and
how often the archive program will run.
„ Run FaxPress Archive every: Choose this option to run the archive program
periodically. The interval can be specified next to this option. Intervals are
specified by hours and minutes. Choose an interval that is appropriate. This
option is recommended when you have chosen to use FaxPress Archive in on-
line mode in step 1.
„ Run FaxPress Archive once a day at: Choose this option to run the archive
program once a day. The time can be specified next to this option. Choose a
time when there is minimal workload on the FaxPress server. The option is
recommended when you have chosen to use FaxPress Archive in the backup
mode in step 1.
9. The Purging Archive Faxes dialog box allows you to select options regarding
purging of old archived faxes.

Note: FaxPress Archive automatically deletes archived faxes from the FaxPress
Queues. Purging of Archive faxes applies to faxes in the Archived Transmitted
or Received Faxes folder in FaxPress.

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Purging should be enable if the archived faxes are not required to be kept perma-
nently or to prevent the database and disk space usage from growing too large.
Purging will remove the records from the database and the actual fax files will be
deleted.
„ Purge Sent Faxes: Enable this option to purge sent faxes. All sent faxes that
are older than the number of days specified will be deleted.
„ Purge Received Faxes: Enable this option to purge received faxes. All re-
ceived faxes that are older than the number of days specified will be deleted.
This will purge the records for all FaxPress users.
10. The next two screens are information pages. Once the configurator is finished, the
settings are saved to the registry and to the FaxPress servers. If a new Access da-
tabase is selected, a new Access database is created with the archive tables. If a
DBMS server is selected, the tables are created in the default database. If the ta-
bles already exist in the database, then the tables are verified to ensure the correct
format. The tables are also verified if an existing Access database is selected. If
the archive program is already running, it must be restarted for the changes to
take effect.

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Information Storage
In order to keep track of the fax jobs, the information associated with the fax must also
be kept. The information is stored into databases as follows:

Incoming Fax Information

For incoming faxes the following information is available:

Outgoing Fax Information

For outgoing faxes the following information is available:

Transmitted Log Information

For transmitted faxes the following information is available

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Received Log Information

For received faxes, the following information is avail-

able:
The following tables and fields are used to store the preceding archive information.

FPFaxInfo Table
The FPFaxInfo table is used to keep track of both incoming and outgoing fax records. The
FaxPress Serial Number field keeps track of which FaxPress this job belongs to. The Res-
olution ID field points to a value in the FP Misc Info table that contains the resolution field

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value. The JobTypeID points to the JobTypeID in the FPJobType table that contains what
type of job this is (incoming/outgoing fax). The UserID field points to the UserID field in
the Fpuses table that contains the name of the user that this record belongs to. The FileID
points to the FileID in the FPFileInfo table that contains the file name of the archived im-
age. The rest of the field contains information specific to this fax.

FP Users Table
The FPUsers table contains a list of all FaxPress archive users in the database. For each
username, there is a corresponding unique UserID number that identifies it. The UserID
field is used to relate to both the FPFaxInfo and FPTransactInfo tables to identify the own-

er.

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FP Job Type Table

The FPJobType table contains a list of the types of jobs in the database. Currently, the
possible job types that are available are Incoming Fax, Outgoing Fax, Receive Log, and

Transmit Log.

FP File Info Table

The FPFileInfo table contains a list of the archived fax image file names. Archived incom-
ing fax image files are located under the Castelle\Archive\Faxes\Incoming\ Year\Month di-
rectory, located on the FaxPress’ master file server. Archived outgoing fax image files are
located under the Castelle\Archive\Faxes\Outgoing\ Year\Month directory, located on the
FaxPress’ master file server.Year is a four digit year that depends on the timestamp of the
fax record. Month is a three-letter abbreviation for the month that is also dependent upon
the timestamp of the record.
The UNCID points to the UNCID in the FPUNCInfo table. That table keeps track of the full
UNC path to the archive directory. E.g. For Windows NT systems, it would be \\Server\Cas-
telle\Archive, where Server is the name of the file server where the FaxPress is installed,
Castelle is the share name of the Castelle directory, and Archive is the subdirectory name
under the Castelle directory. The Server and Share name will be different depending on
the network configurations. To reconstruct the full path to the image, the Faxes subdirec-
tory must be appended to the UNC path followed by the Year and Month subdirectories and
then the image name. E.g. If 1.DCX is the fax image name then the full path would prob-
ably be \\Server\Castelle\Archive\Faxes\Incoming\1999\Dec\1.dcx, depending on the
timestamp of the fax record.
Each image is assigned a unique FileID which is used by the FPFaxInfo table to keep track
of the file name of the incoming or outgoing fax. The reference count contains a count of
how many records reference this image.

FP UNC Table
The FPUNCInfo table contains a list of UNC paths to the archive directory. Currently, UN-
CPath should only point to the Archive subdirectory under the Castelle directory on the file
server that the FaxPress server is installed on. E.g. For Windows NT systems, it would be
\\Server\Castelle\Archive, where Server is the name of the file server where the FaxPress
is installed and Castelle is the share name of the Castelle directory. For Novell Bindery
servers, it would be \\NovellServer1\Volume\Castelle\Archive, where NovellServer1 is
name of the Novell file server, Volume is the name of the volume, and Castelle\Archive is
the path from the root of the volume to the Archive directory. For Novell NDS systems, it

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would probably be \\Tree\Server_Volume.Context2.Context1\Castelle\Archive, where

Tree is the name of the NDS tree, Server is the name of the file server, Volume is the name
of the volume, Context1 and Context2 are the context names where the Volume is located,
and Castelle\Archive is the path from the root of the volume to the Archive directory. You
may have more or less contexts depending on network configurations. The UNCID is used
by the FPFaxInfo table to locate the UNC path to the archived fax images. See FPFileInfo
table for reconstructing the full path to the fax imag-

es.

FPMiscInfo Table
The FPMiscInfo table contains miscellaneous information that is used often but values for
the fields change seldomly. The InfoName field contains the field name and Infovalue field
contains the field value. It is used to store information such as baud rate, compression
type, etc… Currently, the possible values for the InfoName are Resolution, Baud Rate, and
Compression. The InfoValue field contains the values specific to the type of the informa-
tion. For example, if InfoName is Resolution, InfoValue may be Fine or Standard, and if
InfoName is Compression, InfoValue may be MR, HR, etc… The MiscInfoID identifies the
information name and value and is used by the FPFaxInfo and FPTransactInfo tables to
store these val-

ues.

FPBillback Table
The FPBillBack table contains a list of all the bill back codes used in the transaction logs.
This is used by the transmit log records only. Each billback code is identified by a unique
BillBackID which is used by the FPTransactInfo table to keep track of the corresponding
billback codes for transmit jobs that have a billback code as-

signed.

FPTransactInfo Table
The FPTransactInfo Table is used to stored transaction log records. The FaxPressSerial-
Number field identifies which FaxPress this record belongs to. The JobTypeID identifies
what type of log this is (transmitted/received). UserID points to the user that sent/re-
ceived the job in the FPUsers table. CompressID and ResolutionID points to the resolution
and compression type used in the FPMiscInfo table. The rest of the fields contains infor-
mation specific to the record.

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For receive logs, the DateTime and QueuedAt times are the same whereas for transmit
logs, they are different. For outgoing jobs, the job is queued only once, but may have muti-
ple retry attempts in case they do not succeed the first time. Each attempt generates a
entry in the transmit log file. The DateTime contains the timestamp of the retry attempt
and the QueuedAt contains the timestamp of when it was first submitted.

FPReserved Table
The FPReserved table contains application defined values.

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Archive Table Relationships

The fax archive tables have the following overall relationships.

A logical view of the table relationships for Incoming and Outgoing faxes.

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A logical view of the table relationships for Transmitted and Received logs.

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Admin Guide > Installing FaxPress Archive

Installing FaxPress Archive

The FaxPress Archive Service is installed from Add On Products in the FaxPress 9.x CD-
ROM. Before running the setup disable all anti-virus programs running on the workstation
and close all Windows applications. Confirm the workstation you’re using has the FaxPress
9.x client installed and operational.
To install FaxPress Archive, follow these steps:
1. Log on with supervisor or equivalent privileges.
2. Place the Castelle FaxPress 9.x CD-ROM in your drive. The Castelle FaxPress
Setup screen will launch automatically. If Autorun is disabled on your machine,
and setup does not launch automatically, select Start>Run, then type CD-Drive-
Letter:\AUTORUN.EXE and click OK.
3. In the Castelle FaxPress Setup screen, select Install Client.
4. In the FaxPress Setup screen, select the first button, which lists Add-on Products.
5. In the FaxPress Setup screen, click Next>.
6. In the first Select Components screen, select the Supervisor Installation will
install button.
7. Select Add On Products.
8. In the FaxPress Add On Products screen, select Next>.
9. Select FaxPress Services.
10. Select FaxPress Archive Service.
11. In the User Account Information, enter the installation account name, pass-
word, and domain name created in the Continue FaxPress Archive Configuration...
on page 233 section.
12. The next screen provides you the option of selecting the location where FaxPress
Archive will be installed.
To keep the default location click Next>, or Browse to specify a different location.
13. Select the folder to install FaxPress Archive icons by clicking Next> to accept the
default path or Browse to specify a new path.
The FaxPress Archive service files will be copied to your machine. At the end, a DOS
prompt windows will be opened. Please wait for a few seconds for this program to install
the FaxPress Archive service. When this is complete the FaxPress Archive configuration
program will be automatically launched.
Proceed to Configuring the FaxPress Archive on page 232, for instructions on configuring
your FaxPress Archive.

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Managing Archived Faxes

Note: Your faxes will only be archived if your FaxPress supervisor has installed
and configured the archive service for your FaxPress servers.

Locating your Archived Faxes

FaxPress Archive can be configured to store archived faxes in two locations:
1. At the individual user level, the user’s personal archived faxes are stored in two
folders under the user’s Mailbox branch.

Note: If these folders are not displayed in your Mailbox, you may need to
reconfigure your start-up settings in your personal preference Options. See
Setting Startup Options in the FaxPress User Guide.

2. At the FaxPress supervisor level (logged in with supervisor privileges), FaxPress

archive stores all archived faxes for each server in two folders under the Admin-
istration branch of FaxPress.
If configured for archiving transaction logs, the Fax Archive will have an additional
folder, Archived Transaction Logs. For more information on archived logs refer to
Continue FaxPress Archive Configuration... on page 233.

Archived Faxes
Your archived faxes can be viewed, saved, converted to text, printed, e-mailed, and sent
through FaxPress. Archived faxes can be saved in TIFF, DCX or PDF file format. If a fax is
saved or archived as a PDF file, the content of the PDF will not be searchable or editable
using the PDF’s search and edit functions.

Note: If your FaxPress server is installed on NT workstation and you have

chosen to use Microsoft Access as your archive database, a maximum of ten
users can access the FaxPress archive database at any given time. This is a
limitation of the NT workstation.

1. Open FaxPress and login to a FaxPress Server.

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2. Expand the server folder and open your Mailbox. Two folders will be displayed if
FaxPress Archive has been configured for your FaxPress server: Archived Sent
Faxes and Archived Received Faxes.
The Archived Sent Faxes folder contains all the archived faxes that has been
sent by you and the Archived Received Faxes folder shows all the faxes that
have been received by you.
3. Open either of these folders and select the archived fax you wish to view.

Note: If you move your archived faxes to another location, their parameters
will still be displayed in the Archived Faxes folders, however, when you try to
view the archived fax, the Browse dialog will be display for you to locate the fax.

4. To view the archived fax, either clicking the fax in the list, or by right clicking and
selecting view from the context menu. You can specify what viewer application is
used through your Personal Preferences Options in FaxPress. Refer to the FaxPress
User Guide’s Selecting Viewer Application section.
5. FaxPress users with supervisor privileges have a Fax Archive folder under the Ad-
ministration branch that allows them to view Archived Received Faxes and Ar-
chived Sent Faxes for all users and Archived Transaction logs.
6. To save your archived fax to a new name or location, right click on the archived
fax and select Save As. A Save As dialog box is launched. You can specify a new
name and location for the archived file.
7. To print your archived fax, right click on the fax and select Print. This will launch
the standard print dialog box.
8. To attach this fax to an email, right click on the fax and select Mail. Your fax will
be attached to your client MAPI mail for you to address.
9. To send this fax again, right click on the fax and select Send. This opens the Send
Fax dialog box and attaches the archive file. In the case of an outgoing archived
fax, the fax will be automatically addressed with the fax number that was stored
in the record.
10. To convert the archived fax to text format, right click on the fax and select OCR
from the context menu.
11. To display the properties for the archived fax record, right click 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 only show the personal archived items of the current FaxPress user.

Note: Deletion is done through the purging option in the archive program itself.

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12. To sort a list by a particular column, simply click on the column header and the list
will be sorted in ascending order by that column.

Filtering Archived Faxes

The Archived folders can be filtered so that only items that match a certain criteria will be
shown. On each of the archived folders, a context menu is available that allows the user
to set the filter.

Filtering Archived Sent Faxes

To define a filter for archiving sent faxes:
1. Highlight the Archived Sent Faxes folder.
If you have supervisor privileges, archived faxes are located in two places in Fax-
Press: one is under your Mailbox branch (these are your personal archived faxes)
and one is in the Administration branch under Fax Archive (these are all the
archived files for your FaxPress server).
2. Right click on the folder to bring up the context menu.
3. Select Set Filter. The Archived Transmitted Faxes Filter dialog box will be dis-
played.
For archived sent faxes, the following filter options are available:
„ List All Sent Faxes — Select this option to show all sent faxes for the current
FaxPress user.
„ Sent — Filters the list so that only faxes that were sent with a particular time will
be shown. Dropping the list allows options for selecting faxes from all days, the last
x number of days from the client workstation’s current date, on or before a certain
date, on or after a certain date, between two different dates, and of course, a
specific date.
„ Pages — Filters the list so that only faxes with a particular number of pages will be
shown. Dropping the list allows options for selecting faxes with all pages, less than
or equal to a certain number of pages, greater than or equal to a certain number of
pages, and also the specified number of pages.
„ Company — Filters the list so that only faxes sent to a particular company will be
shown. Dropping the list allows options for selecting faxes from all companies,
companies whose names start, contain, and end with a particular letter or word, and
companies whose names match a specific name.
„ Description — Filters the list so that only faxes with a particular description or
subject field will he shown. Dropping the list allows options for selecting faxes with
all descriptions, faxes whose descriptions begin, contain, end with a particular
phrase, and also faxes whose descriptions that match the phrase exactly.
„ Destination number — Filters the list so that only faxes sent to a certain fax
number will be shown. Dropping the list allows options for selecting faxes to all
destination numbers, fax numbers that begin, contain, or end with a certain
number, and faxes to a specific fax number.

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„ Fax Status — Filters the list so that only faxes with a certain status will be show.
Dropping the list allows options for selecting faxes with any kind of status, failed
status, and sent status.
„ Users — Filters the list so that only faxes sent by the specified user will be shown.
Dropping the list allows options for selecting all uses or a particular FaxPress user.
This option is only available to FaxPress supervisors. This item is shown only when
the filter dialog is shown through the archived sent faxes node under the
administration folder node.

Filtering Archived Received Faxes

To define a filter for archiving received faxes:
1. Highlight the Archived Received Faxes folder.
If you have supervisor privileges, archived faxes are located in two places in Fax-
Press: one is under your Mailbox branch (these are your personal archived faxes)
and one is in the Administration branch under Fax Archive (these are all the
archived files for your FaxPress server).
2. Right click on the folder to bring up the context menu.
3. Select Set Filter. The Archived Received Faxes Filter dialog box will be dis-
played.
For archived received faxes, the following filter options are available:
„ List All Archived Incoming Faxes — Select this option to show all received faxes
for the current FaxPress user.
„ Sent — Filters the list so that only faxes that were received with a particularly time
will be shown. Dropping the list allows options for selecting faxes from all days, the
last x number of days from the client workstation’s current date, on or before a
certain date, on or after a certain date, between two different dates, and of course,
a specific date.
„ Pages — Filters the list so that only faxes with a particular number of pages will be
shown. Dropping the list allows options for selecting faxes with all pages, less than
or equal to a certain number of pages, greater than or equal to a certain number of
pages, and also the specified number of pages.
„ RTI — Filters the list so that only faxes received from a particular remote terminal
ID (RTI) will be shown. Dropping the list allows options for selecting faxes received
from a RTI that begins, contains, ends, or matches the specified phrase.
„ Comment — Filters the list so that only faxes with a particular comment field will
he shown. Dropping the list allows options for selecting faxes with all comments,
faxes whose comments begin, contain, end with a particular phrase, and also faxes
whose comments that match the phrase exactly.
„ Fax Status — Filters the list so that only faxes with a certain status will be show.
Dropping the list allows options for selecting faxes with any kind of status, OK
status, and not OK status.
„ Users — Filters the list so that only faxes received by the specified user will be
shown. Dropping the list allows options for selecting all users or a particular
FaxPress user. This option is only available to FaxPress supervisors. This item is

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 Admin Guide > Managing Archived Faxes

shown only when the filter dialog is shown through the archived received faxes node
under the administration folder node.
For all archived lists, multiple filters can be specified so that only faxes that meet all of the
conditions will be shown.

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Admin Guide > Managing Saved Faxes

Managing Saved Faxes

Logging in to a FaxPress is not required to view or manage saved faxes.
1. To access your saved faxes, first expand your Saved Faxes folder and (if you have
created them) any subfolders, to display your list of saved faxes.
2. To create a new subfolder, right click on Saved Faxes and select Add Folder from
the context menu. The Add Folder dialog box will be displayed.
3. Enter the title for your new saved faxes folder in the Folder Name field and the new
folder to create a new destination folder. This folder will appear as a possible des-
tination whenever you save a fax.
4. To display the operations available for saved faxes, right-click on any of your saved
faxes.
5. From the context menu, you can select:
„ View... — Open the saved fax in the Viewer. This viewer application is set in your
personal preferences options. See also the FaxPress User Guide’s Selecting Viewer
Application section.
„ Print — Print the fax.
„ Delete —Removes the fax from your Saved Faxes folder. The fax may still be
available through your incoming or outgoing fax queues or through your archived
faxes folders.
„ Send — This launches the Send Fax dialog box and attaches your saved fax.
„ Mail — Depending on the settings in your profile and email client, this either
requests you to select an email service or directly launches your email client. The
saved fax will automatically be attached to a new message.

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 Admin Guide > Preparing to Install the Archive Service

Preparing to Install the Archive Service

Make sure that you read and understand the following information before you attempt to
install FaxPress Archive.

Environment Requirements
You can not configure your archive service remotely. This means that you must configure
your archive parameters on the same workstation that you installed the archive program.
Otherwise the settings will not take effect. If you attempt to configure your Archive service
remotely an error message will be generated.
The following environment specifications are required to successfully implement FaxPress
Archive.

Operating System Requirements

„ Windows NT 4.0 or greater workstation or server
„ Windows 2000/2000 Professional/XP/Vista
Permissions
On the FaxPress file server:
„ You must have read permission to the directories where the FaxPress server is
installed and write permission on the directory and subdirectories where the faxes
are stored. The FaxPress server account must have write permission to the
directories where the archived faxes are stored also.
„ The login account to the DBMS system must have permission to create tables in the
database and read/write access on the tables that are created. Depending on the
type of user authentication used by the DBMS, the service account may also require
these privileges.
„ If your are using an Access database, the service account that is used to run the
service must have read permission to the directories where the FaxPress is installed
and write permission on the directory and subdirectories where the faxes are stored.
The FaxPress serial number account must have write permission to the directories
where the archived faxes are stored also. In addition, the service account and the
FaxPress serial number account must have write permission on the database file.
On the client workstation:
„ The login account to the DBMS system must have read permission on the database
where the archive tables are located and must have read access on theses tables.
Depending on the type of user authentication used by the DBMS, the current login
user account on the workstation may also require these privileges.
„ If you are using an Access database, the current login user account on the
workstation must have read permission to the Access database file and read/write
permission on the directory where the database file is located. The read/write
permission is required because a temporary lock file is created when the database
is opened. The lock file is used to maintain database integrity. It is deleted
automatically when all users have closed the database. This is the way Access
databases operate.

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Admin Guide > Preparing to Install the Archive Service

Databases
FaxPress Archive generates fax and log file archive information data. This data is stored in
a database for subsequent archive retrieval operations. FaxPress supports either MS SQL
or MS Access database types.
During the installation process you are prompt to specify the database type. If you wish
to use an MS SQL database, you must first create a database and a DSN for FaxPress Ar-
chive to access. Consult the documentation for your database server for instructions on
how to create new databases.
For the examples shown in this installation documentation we have named the MS SQL
database FaxPressArchive. If you choose MS Access a database will be created for you.
If you do not have a database server, select Microsoft Access and the install program will
create a database file for you.

Note: You DO NOT need to have a Microsoft Access application installed on your
machine to use this feature.

Creating a User Account for the FaxPress Archive

The installation process will prompt you for a user account name and password for the Fax-
Press Archive program (Windows NT service).
To create a user account for the Archive service, follow these steps:
1. The FaxPress Archive service account must have the right to Log on as a Service.
This can be assigned by running the NT User Manager. (Start>Programs>Ad-
ministrative Tools>User Manager)
2. Select Policies> User Rights to open the Users Rights Policy dialog box.
3. Click the box to Show Advanced User Rights.
4. From the Right scroll down list, select Log On as a Service to open the Add Us-
ers and Groups dialog screen is displayed.
5. Select the correct domain name from the List Names From scroll down list.
6. Click the Show Users button and select your FaxPress Archive user name from
the Names scroll down list.
7. If the service account or a group that the service account belongs to is not listed
in the Names list, add that account by clicking the Add button.

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 Admin Guide > Preparing to Install the Archive Service

For more information on adding user accounts and setting password and other parame-
ters, consult your Windows NT documentation for more detailed instructions.

Note: Make sure the password is correct. The Archive program cannot test this
until the service is run.

FaxPress Administrator Guide 255

Admin Guide > Starting Archive Services

Starting Archive Services

After you have installed and configured FaxPress Archive you need to start the FaxPress
Archive Service.
To start FaxPress Archive service:
1. Go to your Windows NT Control Panel and open Services.
2. Highlight FaxPress Archive and click the Startup button.
3. In the pulldown menu, select Properties to set the Startup Type and Logon. Select
Automatic for Startup Type and This Account: in the Logon As: field. Verify
that the user account and password is the account name you create in Configuring
the FaxPress Archive on page 232.
4. Click OK, then from the Services screen click the Start button.

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 Admin Guide > Troubleshooting the Archive Service

Troubleshooting the Archive Service

Problems After Installing the Archive Service

You have installed the archive service, but the service is not listed in the services applet
of the control panel.
Perform the following steps:
1. Go to the command prompt
2. Change directory to the Program Files\Castelle\FaxPress\Fax Archiver directory.
3. Execute the following command: archive -u
4. Execute the following command: archive -i
5. Follow the steps described in Starting Archive Services on page 256.

Problems Accessing the Archive

If you have installed the archive service successfully but are not able to access the archive
from within FaxPress, make sure the Microsoft DAO (Database Access Objects) 3.6 is in-
stalled on the system. If the DAO is not installed, please refer to Appendix on page 288.

Why Can’t I See My Archived Faxes?

If you can’t see your Archived faxes, you might need to update the Archive database. The
archive database is indexed by the FaxPress serial number. If the FaxPress is replaced with
a different unit then the serial number will have changed and the archived faxes will appear
to have vanished. The faxes are still stored in the archive database, but are not displayed
in FaxPress.
To make the faxes visible, you must change the FaxPress serial number in the archive da-
tabase. Once the serial number has been changed from the old FaxPress serial number to
the new FaxPress serial number, the faxes will once again be displayed in FaxPress.
To change the FaxPress serial number in the archive database, perform the following
steps:
1. Stop the archive service.
2. Open the ARCHIVE.MDB file in your file server’s CASTELLE\ARCHIVE\DATABASE di-
rectory.
3. Open the FPFAXINFO table in the database.
4. Select the FAXPRESSSERIALNUMBER column by clicking on the column header.
5. Select the EDIT menu from the toolbar.
6. Select the REPLACE menu item from the EDIT menu.
7. In the FINDWHAT field, enter the serial number of the old FaxPress
8. In the REPLACEWITH field, enter the serial number of the new FaxPress
9. Select on the REPLACE ALL option
10. dfasd

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Admin Guide > Troubleshooting the Archive Service

When the find/replace has completed, close the archive database and start the archive ser-
vice. When FaxPress is used to display the archive, all the faxes will now be displayed.
View a visual representation of how Castelle archives essential information.

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 Admin Guide > Updating FaxPress Archive

Updating FaxPress Archive

Anytime you change the configuration of FaxPress Archive you must restart the
FaxPress service. For detailed instructions, refer to Starting Archive Services on page
256.
You can change or create a new database, change the archive schedule, the mode of op-
eration, or what files are archived at any time by running the FaxPress Archive configura-
tion program.

Changing the Archive Database

If you wish to change the database, performing the following steps prior to updating your
FaxPress Archive configuration:
1. Go to your FaxPress Archive directory. This is by default located under your Fax-
Press server root directory in a directory called \Archive. Example:
C:\Castelle\Archive
2. Copy the files in both the subdirectories, \Faxes and \Database to another drive
or directory.
3. If you are using a Microsoft SQL database, create a new database and DSN as de-
scribed in Select Database on page 232.
4. Proceed to Updating the Configuration on page 259.
At anytime, restore a previous directory by moving both the \Database and \Faxes di-
rectory back to your FaxPress Archive directory.

Updating the Configuration

1. From the Control Panel, select Services and with the FaxPress Archive service
highlighted click the Stop button.
2. Go To Configuring the FaxPress Archive on page 232 and follow the steps to con-
figure the new database.
3. Go To Starting Archive Services on page 256 and follow the steps to restart the
service.

FaxPress Administrator Guide 259

Admin Guide > Using FaxPress Archive

Using FaxPress Archive

To view archive faxes and/or transaction logs click on the Fax Archive folder under either
the Administration (Supervisor) or your Mailbox in FaxPress.
You can now view, resend, and define filters for your archived faxes and transaction logs.
For faxes the processes are identical to the processes for end users. For more information
on defining filters for faxes, refer to Managing Archived Faxes on page 247.

Note: If your FaxPress server is installed on NT workstation, a maximum of ten

users can access the FaxPress archive database at any given time. This is a
limitation of the NT workstation.

Creating Archived Transaction Log Filters

Transaction log archived files are only available to FaxPress users with supervisor privileg-
es. Defining filters for transaction logs is very similar to defining filters for archived faxes,
but for your convenience this process is included here.

Filtering Archived Received Transaction Logs

To define a filter for archiving received transaction logs:
1. Login in to FaxPress with supervisor privileges.
2. Expand the Fax Archive folder in the Administration branch.
3. Expand the Archived Transaction Log folder.
4. Highlight the Received Log folder.
5. Right click on the folder to bring up the context menu and select Set Filter. The
Received Logs dialog box will be displayed.
For archived received logs, the following filter options are available:
„ List All Received Transaction Logs — Select this option to show all received logs
in the archive. This may take a while to show depending on how many transactions
are stored in the archive.
„ Received — Filters the list so that only receive attempts that were made on a
particularly time will be shown. From the scroll down list, you can select options for:
attempts made on all days, the last x number of days from the client workstation’s
current date, on or before a certain date, on or after a certain date, between two
different dates, and of course, a specific date.
„ Duration — Filters the list so that only receptions with a 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
seconds, receptions that take greater than or equal to the number of specified
seconds, receptions that fall within the specified number of seconds, and receptions
that take exactly the specified number of seconds.

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„ Pages — Filters the list so that only receptions with a particular number of pages
will be shown. From the scroll down list, you can select options for: receptions with
all pages, less than or equal to a certain number of pages, greater than or equal to
a certain number of pages, and also the specified number of pages.
„ RTI — Filters the list so that only receptions from a fax machine with a particular
remote terminal ID (RTI) will be shown. Dropping the list allows options for selecting
receptions from a machine with a RTI that begins, contains, ends, or matches the
specified phrase.
„ Baud Rate — Filters the list so that only receptions received at particular baud rate
will be shown. From the scroll down list, you can select options for: receptions with
all baud rates, baud rates that begin, contain, or end with a particular number, and
also baud rates that match the number exactly.
„ Line — Filters the list so that only receptions received via a particular FaxPress line
will be shown. From the scroll down list, you can select options for: receptions
received via any line or any of the lines available on the FaxPress. The number of
available lines will depend on the FaxPress.
„ Status — Filters the list so that only faxes with a certain status will be show. From
the scroll down list, you can select options for: faxes with any kind of status, OK
status, and not OK status.
„ To — Filters the list so that only faxes received by the specified user will be shown.
From the scroll down list, you can select options for all uses or a specific FaxPress
user

Filtering Archived Transmitted Transaction Logs

To define a filter for archiving transmitted transaction logs:
1. Login in to FaxPress with supervisor privileges.
2. Expand the Fax Archive folder in the Administration branch.
3. Expand the Archived Transaction Logs.
4. Expand the Transaction Logs folder.
5. Highlight the Transmitted Logs folder.
6. Right click on the folder to bring up the context menu and select Set Filter. The
Transmitted Logs dialog box will be displayed.
For archived transmitted logs, the following filter options are available:
„ List All Transmitted Transaction Logs — Select this option to show all
transmitted logs in the archive. This may take a while to show depending on how
many transactions are stored in the archive.
„ Called — Filters the list so that only transmission attempts that were made on a
particularly time will be shown. From the scroll down list, you can select options for:
attempts made on all days, the last x number of days from the client workstation’s
current date, on or before a certain date, on or after a certain date, between two
different dates, and of course, a specific date.

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Admin Guide > Using FaxPress Archive

„ Billback — Filters the list so that only transmissions with a particular 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, and also transmissions whose billback match the phrase
exactly.
„ Destination — Filters the list so that only transmissions sent to a certain fax
number will be shown. From the scroll down list, you can select options for:
transmissions to all destination numbers, fax numbers that begin, contain, or end
with a certain number, and transmissions to a specific fax number.
„ RTI — Filters the list so that only transmissions sent to a fax machine with a
particular remote terminal ID (RTI) will be shown. From the scroll down list, you can
select options for: faxes sent to a machine with a RTI that begins, contains, ends,
or matches the specified phrase.
„ Baud Rate — Filters the list so that only transmissions sent at particular baud rate
will be shown. From the scroll down list, you can select options for: transmissions
with all baud rates, baud rates that begin, contain, or end with a particular number,
and also baud rates that match the number exactly.
„ Line — Filters the list so that only transmissions sent via a particular FaxPress line
will be shown. From the scroll down list, you can select options for: transmissions
sent via any line or any of the lines available on the FaxPress. The number of
available lines will depend on the FaxPress.
„ Status — Filters the list so that only faxes with a certain status will be show. From
the scroll down list, you can select options for: faxes with any kind of status, failed
status, and sent status.
„ By — Filters the list so that only faxes sent by the specified user will be shown. From
the scroll down list, you can select options for: all uses or a particular FaxPress user.

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FaxPress Administrator Guide

Connecting to GoldMine
Admin Guide > Automated Faxing

Automated Faxing
You can also send faxes to GoldMine contacts using GoldMine Automated Processes, if you
have previously set up the process to fax a document using the Print Form option.
When a fax is sent using Automated Faxing, an entry is made to the contact history.
For more information about Automated Faxing, see your GoldMine manual.

264
 Admin Guide > Configuring FaxPress Login

Configuring FaxPress Login

To automate faxing, you can configure the login parameters that will be used to send the
faxes to FaxPress.
To configure FaxPress Login, do the following.
1. From Word, select the Tools menu and then select Configure FaxPress Login....
This will bring up the FaxPress Server Login dialog box.
2. Specify the Server name, User Name and Password. You may need to check
with your system supervisor to determine these items.
3. Check the Use These Settings Next Time check box to retain these settings.
4. Click Login.
The next time you fax something from within GoldMine, these server settings will be ap-
plied.

FaxPress Administrator Guide 265

Admin Guide > Creating Templates

Creating Templates
You can create a GoldMine template, insert information into it from a GoldMine contact
database, and send the merged documents as faxes.
To create a template, follow the steps below. For more information about creating tem-
plates, see the appropriate section in the GoldMine manual.
1. Create a new Microsoft Word document and include all the text and graphics that
will stay the same for each version of the merged document.
2. Place your cursor at the desired location and then, from the MS-Word Insert
menu, select GoldMine Field... The Insert GoldMine DDE Field dialog will ap-
pear.
3. Select the desired field names from the list and then press the OK button. The se-
lected fields will be placed into the template document.
4. Repeat insertions as needed to add additional Goldmine fields.
5. Save the template by selecting File>SaveAs>GoldMine Template....
If the document has not been previously saved, you will be prompted for a document title
file name to save it. This will make an entry in the GoldMine Merge Forms window.
6. The template document you just created will now be available from your list of
merge forms.
To verify that this operation was successful, select Merge Forms... from your
GoldMine File menu to bring up the Merge Forms dialog:
The forms will be listed number the name of the current Goldmine user displayed
in the Forms of User scroll down list.
7. Selecting the document and clicking the Properties button will bring up the prop-
erties of the document:
„ Form Name field should contain the title of the document
„ Template Filename field should contain the full path to the Word document
„ App Identifier field should contain Word.Document.8
„ DDE Command field should contain [GoldMineLink()]. If these settings are
not correct, a GoldMine merge using this template will not work.

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 Admin Guide > Connecting to GoldMine

Connecting to GoldMine
FaxPress supports GoldMine 8 and FrontOffice 2000. FaxPress’ integration with Goldmine
enables:
„ users to broadcast customized faxes to a GoldMine contact list, with full support of
GoldMine fax merge.
„ easy broadcasting of fixed documents to GoldMine contacts
„ quick faxing to a GoldMine contact without needing entry of destination fax number,
name etc
Enabling GoldMine integration in the FaxPress 9.x Setup CD’s Add On Products, and install-
ing the FaxPress GoldMine link provides convenient new options in Word and in GoldMine.
After the installation, your Word documents will include a GoldMine option in the menu
bar, and a GoldMine Contact via Castelle FaxPress option under File>Send to.
In the GoldMine program, the Fax via FaxPress option will be added into the File menu.
This option launches the FaxPress Send Fax dialog box and automatically connects it to
your Goldmine Contacts List.

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Admin Guide > Preparing for the Installation

Preparing for the Installation

Before Installing
Before you begin the GoldMine to FaxPress Link installation, follow these steps:
1. Enable GoldMine Integration in the FaxPress 9.x Setup CD’s Add On Products. See
Installing Add On Products on page 56 in this guide for more information.
2. Confirm FaxPress client software is installed. To use a GoldMine/FaxPress connec-
tion, you must be running FaxPress 6.0 or above client software.
3. Make sure all open applications are closed before beginning the install.
4. Confirm the Microsoft Macro Security settings are set to Medium or Low, by open-
ing a Word document and going to Tools>Macro>Security.
If your security option is set to High make sure you change it to Medium or Low.
5. Make sure the Microsoft dBase driver for ODBC (Open Database Connectivity) is
installed and made available as a data source. 32-bit ODBC must also be installed.
If ODBC is not already installed and operational, please see the Appendix on page
288.
6. Open a Word doc, and go to Tools>Templates and Add Ins to confirm that only
gmlink.dot is listed under Global Templates and Add-ins.
Frequently, other macros will need to be removed from Templates and Add-ins, like Adobe
Acrobat Reader or Writer templates. You will also need to delete these using Windows Ex-
plorer in addition to removing them. The GMLink.dot file should also be removed, manu-
ally, as described below.

Installing the Goldmine to FaxPress Link

The Goldmine to FaxPress Link creates the Fax via FaxPress option in the Goldmine File
menu. This option launches the FaxPress Send Fax dialog box and automatically connects
it to your Goldmine Contacts List.
The GoldMine to FaxPress Link installation must not be done on top of an existing GoldMine
Link to Word. Any currently installed GoldMine Link to Word must be removed be-
fore the GoldMine to FaxPress Link installation. The FaxPress Goldmine link will not
be installed if the existing GoldMine Link to Word is not removed. There will, however, be
no error message.
To remove any existing GoldMine Link to Word, follow these steps:
1. Run the gmlinkinstaller.exe file, then follow the prompts to remove the currently
installed GoldMine Link to Word.
2. Confirm that the existing GoldMine link to Word has been removed by making sure
that the GoldMine dropdown menu no longer appears in your Word documents. If
you can still see the Goldmine dropdown menu from an open Word document, un-
install the link from the GoldMine dropdown menu.
3. Do a search (Start>Find Files or Folders) for the files GMlink.dot and Nor-
mal.dot and remove them.

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 Admin Guide > Preparing for the Installation

To install FaxPress/GoldMine link, follow these steps:

1. Exit all other applications.
2. Start GoldMine.
3. Go to Start>FaxPress>GoldMine>Install GoldMine.
4. If a warning about macros appears, choose Enable Macros.
5. Next click on Install.
6. Click on OK
7. Click OK again.
8. Click on Configure.
9. Next choose a FaxPress server and put in a FaxPress user name and password,
then click on Login
10. Next you must click on Save Preferences
11. Click OK.
The GoldMine link should appear under MS-Word tool bar.

Installation Tips
If you are having issues with the FaxPress GoldMine Link support, please check first wheth-
er you can install the GoldMine Link without FaxPress involved.
If you are having problems with the GoldMine Link, check the following pre requisites first,
then manually uninstall and reinstall the GoldMine Link to make sure it is working without
FaxPress involved.
If you’re experiencing some issues with your GoldMine link install, check these
„ Some anti-virus Software may be running and not allowing the macro to be
installed. Always shut down your anti-virus software.
„ If you are doing a manual re-install, try getting a fresh link copy from the Castelle
download site as your copy of the link may be corrupt.
„ Find out whether ot not Local Admin Rights are required for this procedure. Right
click on My Computer, then select Manage, then Local Users and Groups to confirm.
„ Make sure a local security policy isn’t blocking you from installing
(Start>Settings>Control Panel>Admin Tools>Local Security Policy).

FaxPress Administrator Guide 269

Admin Guide > Sending Faxes from GoldMine

Sending Faxes from GoldMine

There are several ways to fax with the link between FaxPress and Goldmine. From within
GoldMine, users can send faxes through FaxPress or can use the merge mechanism pro-
vided by GoldMine. Additionally, automated processes can be set up.

Faxing with the FaxPress Link

To Fax from Goldmine via FaxPress link:
1. Open Goldmine and activate the contacts or groups that you want to send a fax.
2. Select the Fax via FaxPress... from the File pull down menu in your Goldmine
menu bar.
3. The Goldmine Record Range screen will be displayed. Select Current Contact
or All Contacts to send to all.
4. If you select All Contacts, this window will appear letting you know which contacts
don’t have fax numbers.

Note: If you have not activated a contact or group this fax will be sent to all
contacts in the database.

5. If you have not activated automatic login to FaxPress, the FaxPress Login screen
will be displayed. Enter your user name and password. The Send Fax interface will
pop up with the recipient information from the GoldMine database already embed-
ded.
The fax will be sent to the contact or list of contacts specified.
Entries will be added to each contacts history list indicating that the fax has been sent,
subject of the fax, and list of any attachments to the fax.
You will be able to obtain status information about the fax transmission by checking the
Outgoing Faxes or Notices list in FaxPress. See Notices and Alerts in the FaxPress User
Guide.

Faxing Merged Forms

With the merge feature, you can add specific information to documents that you use fre-
quently. Merging GoldMine data and a template document will allow you to create custom-
ized faxes specifically made for that contact.
1. Select the Merge Forms from the File pull down menu in your Goldmine menu
bar.
2. Choose a document/form to merge. Any template may be used from any user in
the Forms of User combo box as long as the Documents option is selected.
3. Specify record selection from the following options:
„ This Contact —will fax to the currently active contact record,

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„ All Contacts— will fax to the currently active filtered list or group of contacts
„ Forward to Last— will fax to all contacts starting from the current active
record, taking all filters and groups into account.
„ Primary— will only fax to the primary contact of the record and selecting
„ Additional— will fax to the additional contacts of the same record.
If both Primary and Additional are selected, then faxes will be generated for the
Primary and Additional contacts.
4. Click on FAX at the bottom of the screen.
The FaxPress/GoldMine connection software will automatically launch MS-Word, merge in-
formation into the document and then send the document to all the contacts specified. Af-
ter the fax has been submitted to the FaxPress, a message appears notifying the user that
the fax has been sent successfully.
Entries will be added to each contacts history list indicating that the fax has been sent and
the name of the merged document.

Merging from MS Word

Faxing to a Single Contact from MS Word

The user can fax the current active MS Word document to the current contact in GoldMine.
The document may or may not be a GoldMine template.
1. Make sure that the GoldMine contact who is to receive the fax is the current contact
in GoldMine. This means that the contact record is on top and is being viewed.
2. In Word, select Send to Contact via Fax… from the File pull down menu.
This will fax the document to the current contact using the name, company, and fax in-
formation. The FaxPress login dialog box may appear depending on the settings that
were set using the FaxPress Login menu.

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Admin Guide > Uninstalling the Goldmine to FaxPress Link

Uninstalling the Goldmine to FaxPress Link

To uninstall the Goldmine to FaxPress link:
1. Go to Start>FaxPress>GoldMine>Install GoldMine.

Note: If a warning about macros appears, choose Enable Macros.

2. Click the Uninstall GoldMine to FaxPress Menu button to remove the FaxPress/
GoldMine link.
3. Close the installation document and restart GoldMine.
The connection between FaxPress and GoldMine has now been broken.

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 Admin Guide > Updating GoldMine Templates

Updating GoldMine Templates

If you change a GoldMine template document, you must also update the GoldMine form
record for the template.
A form record contains a list of all the merge fields that are in the template, so that Gold-
Mine can export a dBase file containing the correct fields for merging purposes.
If a document is changed and the form record is not updated, fax merge may not work
correctly because the exported file may or may not contain the necessary fields that are
required for the merge.
There are several ways to update the form record corresponding to the template.

Updating Templates from within MS Word

1. From within Word, open the template.
2. Make the changes: adding and/or deleting GoldMine fields as necessary.
3. From the File menu, select Update GoldMine Template....
This will update the form record automatically and save the changes to the template.

Updating Templates from within GoldMine

1. From the GoldMine File menu, select Merge Forms... to bring up the Merge
Forms dialog.
2. Select the template that needs to be updated and then click on the Properties
button to bring up the Form Template Properties dialog.
3. Click on the Edit button. This will launch Word with the template for editing.
4. Make the changes: adding and/or deleting GoldMine fields as necessary.
5. From the File menu, select Update GoldMine Template.... This will update the
form record automatically and save the changes to the template.

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FaxPress Administrator Guide

Setting Up the Xerox Gateway

 Admin Guide > Configuring the FaxPress Xerox Interface

Configuring the FaxPress Xerox Interface

If you’ve just finished installing the FaxPress Xerox Interface, the FaxPress Xerox Interface
Configuration utility will launch automatically. Otherwise, to access the configuration util-
ity, go to:
Start>Programs>FaxPress>Add On Products>Xerox Interface>Config-
uration
To configure the FaxPress Xerox interface, follow these steps.
1. In the FaxPress Xerox Interface Configuration utility, select the FaxPress tab
and click the Add button to add your FaxPress server to the lists of Incoming and
Outgoing FaxPress Servers. More than one FaxPress server can be used with the
Xerox Interface.
2. Select a FaxPress server from the list of available servers, and enter the FaxPress
supervisor name and password. The FaxPress server must be running at least Fax-
Press 8.0 server software.
3. The FaxPress tab will appear again with the added server listed in both the Incom-
ing and Outgoing FaxPress servers lists.
4. If you want the supervisor to be notified of fax failures, check the Notify super-
visor on all failures checkbox and add the email address of the supervisor. Use
the Do not process incoming faxes and the Do not process outgoing faxes
options to restrict FaxPress server use.
5. Select the Repository tab and click Add to specify a fax repository folder.
6. In the Repository Folder Data dialog box, Browse to and select the fax repos-
itory folder created on the FaxPress Xerox Interface workstation. See Creating the
Fax Repository Folder on page 278 for more information.
Enter the User Name and Password of an authenticated user on the workstation,
so the FaxPress Xerox Interface can connect to the fax repository folder.
Enter a FaxPress User Name. This is typically one of the user accounts associ-
ated with the Fax Repository. (See Assigning FaxPress Users for Each Fax Repos-
itory on page 287.) This account will be used to send out scanned fax jobs from
the Xerox system if the sender’s account is not available. For faxes sent using re-
pository user accounts, printed notifications of fax success and failure are also sent
to the repository user. If there are several Xerox WorkCentre Pro systems, each
will have a unique drop directory (e.g., XeroxDrop2, XeroxDrop3, etc.) and each
should have a default user for the fax repository (Xerox2, Xerox3, etc.). Each of
these users must be mapped so they have the same FaxPress User Name and Xe-
rox User name.

Note: To simplify printing of incoming faxes, you may want to route them all
to a specific WorkCentre Pro. Do this by assigning the incoming fax line to the
default repository user (Xerox1 in the example above). To configure FaxPress
line settings, start FaxPress (Start>Programs>FaxPress>FaxPress), log in
to the FaxPress server, right-click on it and choose Properties, then select the

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Admin Guide > Configuring the FaxPress Xerox Interface

Line Settings tab, and in the Routing Type section, click the Assign Line to
User radio button and select the default repository user (such as Xerox1) from
the pull-down user menu. See Configuring the FaxPress on page 108 for more
details.

7. Click OK to save your settings. The Repository tab appears again, with the new
information.
8. Select the Incoming and Outgoing Faxes tab.
The Received Fax Notification section provides a number of options for receiv-
ing faxes. If you select the Notify the recipient by email when an incoming
fax is received option, you can also choose to Attach the fax to the email no-
tice and Delete the incoming fax after the notice (and attached fax, if selected)
is emailed.
Use the Attachment Format section to choose the file format for the attached
incoming fax. TIF is the default. The PDF files are image files only; the content is
not searchable.
Use the Faxes to retrieve from FaxPress per scan option to limit the number
of faxes the Xerox system receives during each scan period. Typically, the default
ALL setting is selected.
The Outgoing Faxes section provides a number of outgoing fax options. Use the
Repository/ Incoming Fax Scan Period (in minutes) option to have the Fax-
Press Xerox Interface check the repository for outgoing fax jobs and also check the
FaxPress server for incoming faxes at the specified interval.
Use the If the Fax Failed. . . and If the Fax Succeeds. . . options to notify users
of fax success or failure status. Typically, you’ll want notifications to be sent for
both successful and failed faxes, and you will want to leave the checkboxes for de-
leting failed faxes, and NOT sending cover pages unchecked, as shown.
9. Select the Email tab.
Enter your Email server’s IP address if you want email notifications concerning fax-
es to be sent from the FaxPress Xerox Interface. Leave the default settings for the
Address of the interface, the SMTP port, the timeout, and the scan period, unless
changes are required by special circumstances, and Castelle technical support asks
you to make the changes.
10. Select the User Map tab.
Leave the Auto Registration checkbox checked (the default), and the starting ID
at ’1’. Click Add to add user mappings to the list.
In the FaxPress User to Email Address Mapping dialog box, you can map a Xerox
User to a FaxPress User Name.

Note: If you are configuring the FaxPress Xerox Interface for use with an SBE
series FaxPress server, keep in mind that the email functions are not supported.

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11. In the example below, the default FaxPress Fax Repository user for XeroxDrop1,
Xerox 1, is mapped to the same Xerox User Name. you MUST create a user map
such as this for each default Fax Repository user for each Fax Repository, and the
FaxPress User Name must be the same as the Xerox User name in each case.
12. After mapping the user, you can enter their Email Address if you want them to
get email notifications of received and outgoing fax events. Leave the Email Ad-
dress field blank if you do not want them to receive email notifications.
13. Enter an optional mapping for any user who wants to use their mailbox ID to au-
thenticate themselves when they are sending faxes from a Xerox WorkCentre Pro;
if they are mapped as Xerox and FaxPress users, they can enter their mailbox ID,
then the fax number of their recipient, and be authenticated to send the fax.
14. To set up the user for receiving print-outs of incoming faxes, check the Print In-
coming fax checkbox, then click the Printer Setting button.
15. In the Printer dialog box, select the printer from the pull-down menu; typically,
you will choose the Xerox system.
16. Select the Paper Source, Paper Size, and Binding settings that are the defaults
for the printer, then click OK. The FaxPress User Mapping dialog box reappears,
with the printer settings displayed.
17. Repeat this process to Print outgoing fax notification for the mapped user.
Check the checkbox, click the Printer Setting button, and use the Printer dialog
box to make the printer settings, then click OK. The FaxPress User Mapping dialog
box reappears, with the printer settings displayed.
18. Click OK in the FaxPress User Mapping dialog box when you have completed all
mapping and printer settings for the user. The User Map tab reappears, with the
user added to the list. Repeat this process for each user you wish to map.
19. When all users are mapped, click the Trace Tool tab.
20. In the Trace Tool tab, you can check the Trace to file option to log traces of fax
transactions.
In the Trace File Name field, enter a complete file name for the trace file.
In the Maximum Trace File Size field, enter a maximum size for the trace files.
Trace files can quickly grow very large, and compromise server function.
In the Xerox Interface Temp Files Path field, enter a path to the location for
the Xerox Interface Temp files.
21. Click OK to save your settings.

FaxPress Administrator Guide 277

Admin Guide > Creating the Fax Repository Folder

Creating the Fax Repository Folder

A fax repository folder for each Xerox system is required for FaxPress/Xerox integration.
The FaxPress retrieves the documents sent by the Xerox system from a fax repository fold-
er created for that purpose. The fax repository folder stores all fax files sent from the Xerox
system until the FaxPress retrieves them.
To create a fax folder, follow these steps:
1. Log onto a network workstation and open Windows Explorer.
2. Browse to the hard drive where you’ll create the Fax Repository folder. This work-
station and the hard drive should meet the Supported Xerox Systems on page 284.
Typically, this will be the same workstation as the one running the FaxPress Xerox
Interface, but it may also be a network server on the same segment as your Xerox
system.
3. Right-click on a blank space in the window displaying the contents of your chosen
hard drive, and select New>Folder.
4. Give the folder a name that associates it with the corresponding Xerox system,
e.g., XeroxDrop1. If there are several Xerox systems, create repository folders
for each, with names such as XeroxDrop2, XeroxDrop3, etc.
5. Right-click on the XeroxDrop1 folder and select Properties.
6. Click the Sharing tab, then select the Share this folder radio button and enter
a Share name, e.g., XeroxDrop1.
7. Click OK to confirm these settings.
8. Repeat this procedure for each Xerox WorkCentre Pro on your LAN, creating a
unique fax repository folder for each system

Setting Up the Server Fax Kit on Your Xerox System.

FaxPress and Xerox integration requires the Xerox system to be assigned a static IP ad-
dress. Assign a static IP address to the Xerox system, then follow these steps to configure
the Xerox system’s Fax Server Kit for operation with the FaxPress:
1. Open your web browser on a workstation connected to the local network.
2. Type the Xerox system’s static IP address the web browser’s address field, http:/
/192.128.128.14 as an example. When you press enter, a screen similar to the one
below will appear.
3. Select the Properties tab.
4. Expand the Services and Fax folders, then select Fax Repository Setup.
5. In the Fax Repository Setup window, select SMB, the Windows share option,
from the Protocol pull-down menu. There are also options for TCP\IP (FTP) and
Netware.
Click the IP Address radio button, then specify the IP address of the workstation
on which you set up the fax repository in Creating the Fax Repository Folder
above.

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In the Share field, enter the Share name of the fax repository folder you created
in Creating the Fax Repository Folder above. XeroxDrop1 is used in the ex-
ample above.
Leave the Document Path field blank.
Enter the Login Name and Password of a user account on the workstation or
server where the repository folder is located (typically, the FaxPress Xerox Inter-
face workstation). Castelle recommends that you use the workstation’s local Ad-
ministrator account.
6. Click Apply.
7. The Enter Network Password window will display the User Name and Password
of the account required for the Xerox system. By default, the User Name is admin
and the password is 1111. Leave these fields at their default settings and click OK.
8. After you have configured the Server Fax Kit and installed and configured the Fax-
Press Xerox Interface as described in the next chapter, faxes will be routed to the
fax repository folder. When you send a fax from the Xerox system, a ****.XSM
folder will appear in the repository folder. The **** will be a number starting with
0001.XSM and incrementing as you send more faxes.

FaxPress Administrator Guide 279

Admin Guide > Installing the FaxPress Xerox Interface Software

Installing the FaxPress Xerox Interface Software

Before installing the FaxPress Xerox Interface, make sure:
„ the target system meets the requirements listed in System Requirements on page
284.
„ the target system has the FaxPress Administrator Client installed.
„ a Fax Repository folder exists for each Xerox WorkCentre Pro on your system, as
described in Creating the Fax Repository Folder on page 278.
To install the FaxPress Xerox Interface from the Castelle FaxPress CD-ROM, follow these
steps:
1. Log on with supervisor or equivalent privileges.
2. Place the Castelle FaxPress 9.x CD-ROM in your drive. The Castelle FaxPress
Setup screen will launch automatically. If Autorun is disabled on your machine,
and setup does not launch automatically, select Start>Run, then type CD-Drive-
Letter:\AUTORUN.EXE and click OK.
3. In the Castelle FaxPress Setup screen, select Install Client.
4. In the FaxPress Setup screen, select the first button, which lists Add-on Products.
5. In the FaxPress Setup screen, click Next>.
6. In the first Select Components screen, select the Administrator Installation
will install button.
7. Select Add On Products.
8. In the FaxPress Add On Products screen, select Next>.
9. From the list of FaxPress Add On Products, select MFP & Scanners.
10. Click Next>.
11. The Xerox Interface will be installed by default to C:\Program Files\Cas-
telle\FaxPress\Xerox Interface directory. Click Browse to change this or
Next> to accept the default location and continue.
12. In the User Information screen , enter the User Name and Password of a su-
pervisor-privileged FaxPress user who is also an authenticated, supervisor privi-
leged user on the FaxPress Xerox Interface workstation. A Domain name is not
required, since the user is already authenticated on the Xerox Interface worksta-
tion.
13. Wait for the InstallShield to install the Xerox Interface, then click Finish in the
Complete screen.
The FaxPress Xerox Interface Configuration utility will launch automatically. Configuring
the FaxPress Xerox Interface is described in the next section.

280
 Admin Guide > Installing and Configuring Xerox Print Drivers

Installing and Configuring Xerox Print Drivers

Installing and configuring Xerox print drivers is required for printing out faxes on the Xerox
system, the FaxPress Xerox Interface workstation and the workstations of all users who
will be printing faxes, fax notifications, or other documents on the Xerox system.

Installing Xerox Print Drivers

To install the Xerox print drivers, follow these steps:
1. Insert the Xerox CentreWare print and fax driver CD into a CD-ROM capable drive
on your workstation. The CD will be labeledCentreWare Print and Fax Drivers
(version number will vary).
2. The CentreWare welcome screen requires you to select your language and click
OK.
3. Select the Print & Fax Drivers option.
4. Click Install Your Windows Print Driver.
5. In the Printer Installation Utility window, select the appropriate language op-
tion.
6. In the Xerox Printer Installation Utility, select the Configuration tab.
7. Select your Xerox system from Select Printer pull-down menu.
8. Select the print driver for this printer from the Choose Driver pulldown menu.
9. Click the Connection button to open the Connection dialog box. Enter the IP ad-
dress of the Xerox system, then click OK.
10. In the Configuration tab, check the checkbox to the left of your printer in the list
box, as shown. Click the Install button to install the driver.
To configure the installed driver, continue with the next section of this chapter.

Configuring the Xerox Print Driver

To configure the Xerox Print driver after installing it on the FaxPress Xerox Interface work-
station or a user’s workstation, follow these steps:
1. From the Windows desktop, open your Printer Settings:
Start>Settings>Printers
2. In the Printers window, right-click on the Xerox system icon and select Proper-
ties.
3. In the Xerox system Properties window, click the Printing Preferences button
to open the Printing Preferences window.
Typically, the default settings work for most environments, with one exception. If
Network Accounting is enabled on your Xerox WorkCentre Pro, you must
specify the default User ID and the System ID in the Device Settings tab
(Accounting>Setup) of the printer driver properties. If your situation re-
quires special settings, make them with caution. Castelle recommends leaving the

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Admin Guide > Installing and Configuring Xerox Print Drivers

advanced options set to their defaults unless you’re certain the changes will work
without disrupting the system.
4. Click OK to save your changes.
5. Test the printer from the workstation, and test printing a fax or fax notification.
To set up the Xerox system so it prints faxes and/or fax notifications in special colors see
the next section.

Setting Up Paper Colors on the Xerox System

The FaxPress Xerox Interface supports the use of more than one paper color for printing.
This feature would, for example, allow one color paper to be used for fax print-outs, and
another color to be used for fax notices. This procedure assumes that you have 2 trays
with different colored paper in your Xerox system and also requires the FaxPress Xerox
Interface service is configured and running.
To set up your print drivers for multiple paper colors, follow these steps:
1. For each special paper color, create an extra local print driver for your Xerox sys-
tem on your FaxPress Xerox Interface workstation, using the procedure in Install-
ing and Configuring Xerox Print Drivers on page 281.
2. Rename the extra printer drivers for each color. For example, if you have a driver
you want to use for Red paper, first choose
Start>Settings>Printers
3. In the Printers window, select the new driver you have created and add RED to the
name; so Xerox WorkCentre Pro 35 PCL6 would become Xerox WorkCentre
Pro 35 PCL6 RED.
4. Rename each of the drivers for the different colors in this way.
5. Open the Properties window for each driver, then click the Printing Preferences
button to open the Printing Preferences window.
6. Set the paper color for the driver as shown. Click OK in the Preferences screen,
and OK in the Driver Properties screen.
7. Next, open the FaxPress Xerox Interface configuration utility (Start>Pro-
grams>FaxPress>Add On Products>Xerox Interface>Configuration).
8. In the User Map tab, select a user, for example, Xerox1, then click the Edit but-
ton. This step and those that follow require that you have installed the FaxPress
Xerox Interface software. See Installing the FaxPress Xerox Interface Software on
page 280 for details.
9. In the User to Email address Mapping dialog box you can set up each printer set-
ting for Print Incoming Fax and Print Outgoing Fax notification with a differ-
ent print driver.
10. To set the RED driver for Incoming faxes, click the Printer Setting button for
Print Incoming fax. Then choose the driver that ends in RED from the Printer
Name pull-down menu and click OK. See the procedure in Configuring the Fax-
Press Xerox Interface on page 275 for details.

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11. Repeat this procedure for the other color driver, this time clicking the Printer Set-
ting button for Print outgoing fax notification.
Incoming faxes and outgoing fax notifications will now print out on different colored paper.

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Admin Guide > Setting up the Xerox Gateway

Setting up the Xerox Gateway

Castelle’s FaxPress Xerox Interface provides an ideal scan-to-fax integration solution for
Xerox Document Centre and Xerox WorkCentre Pro systems. With Castelle’s Xerox Inter-
face enabled, walk-up Xerox users can access an intuitive, user-friendly fax interface right
from the Xerox DocumentCentre or Work Centre LCD control panel.
The FaxPress server’s embedded Xerox Interface transforms Xerox Document Centre and
WorkCentre systems into reliable, high-powered fax machines. Paper documents scanned
into the Xerox machine are converted immediately to electronic fax format by the Xerox
Interface and sent to the FaxPress for fax transmission. Users can also print out received
faxes on the Xerox machine, as well as success and failure notifications for outbound fax-
es.
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 all fax retries occur
at the FaxPress rather than at the Xerox machine.
The many benefits of Xerox and FaxPress integration include:
„ Walk-up faxing from Xerox Document Centre and WorkCentre Pro systems.
„ High quality, hardcopy output of received faxes
„ Speedier, more reliable and error-free communication.
„ Seamless integration of faxing with existing network and email systems.
„ An intuitive, user-friendly fax interface.
„ Integrated touch-screen faxing within the Xerox Document Centre and WorkCentre
Pro systems.
„ Reduced paper consumption and costs.
„ Rapid deployment and ease of administration.

Supported Xerox Systems

The FaxPress Xerox Interface supports Xerox WorkCentre Pro and Document Centre mod-
els that include the Xerox Server Fax Kit.

System Requirements
The FaxPress Xerox Interface is designed to run on a Local Area Network with the equip-
ment shown below.

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 Admin Guide > Setting up the Xerox Gateway

For the FaxPress Xerox Interface to function properly, the following system requirements
must be met.
„ The FaxPress server must be running software version 8.0 or later. Keep in mind
that although the FaxPress SBE servers support the FaxPress Xerox Interface, they
do not support email functions.
„ the Windows workstation running the FaxPress Xerox Interface must also have the
FaxPress Administrator client installed.
„ The Xerox WorkCentre Pro or Document Centre must support the Xerox Server Fax
Kit.

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Admin Guide > Setting up the Xerox Gateway

„ The FaxPress server must be configured in compliance with the requirements of

your local telephone service provider.
„ The FaxPress Xerox Interface workstation must be running one of the following
operating systems: Windows NT 4.0 Workstation or Server, Windows 2000 Pro or
server, Windows 2003 Server, or Windows XP; it must have a Pentium III 500 MHz
CPU or faster (or equivalent CPU), 256 MB of RAM and at least 256 MB of free space
on its hard drive. The FaxPress Xerox Interface will perform best if this workstation
is dedicated, but it will run on any workstation or server that meets the above
requirements.
„ The FaxPress server, the Windows workstation running the FaxPress Xerox Interface
and the Xerox WorkCentre Pro must all be on the same Windows NT or Novell local
area network.

Note: The requirements listed above are for a minimal FaxPress Xerox
Interface; you can connect several Xerox systems to a FaxPress server, and for
high-volume faxing, more than one FaxPress server can be configured for use
with numerous Xerox systems.

Required Installation and Configuration Procedures

Setting up the FaxPress server and Xerox WorkCentre Pro system for the FaxPress Xerox
Interface involves the following procedures.
1. Connecting the FaxPress server and the Xerox WorkCentre Pro system to the same
network segment.
2. Creating a Fax Repository for each Xerox system on the network, then placing
these repositories on the dedicated Windows workstation used to run the FaxPress
Xerox Interface.
3. Configuring the Server Fax Kit on each Xerox WorkCentre Pro.
4. Installing and configuring the Xerox print drivers required for users to print faxes,
fax notifications, or other documents on the Xerox system.
5. Installing the FaxPress Administrator client software on the workstation used to
run the FaxPress Xerox Interface, and creating a FaxPress user for each WorkCen-
tre Pro.
6. Installing the FaxPress Xerox Interface software on the workstation.
7. Configuring theFaxPress Xerox Interface, using the FaxPress Xerox Interface Con-
figuration utility.
After completing these procedures, test the system by scanning a document and sending
a fax, then sending a fax to a user on the local area network who is registered in the sys-
tem’s user map, then checking the notices generated for these transactions.

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Assigning FaxPress Users for Each Fax Repository

For the Xerox Interface to connect to and retrieve faxes from the Fax Repository folder or
folders created in Creating the Fax Repository Folder on page 278, a FaxPress user account
must be associated with each Fax Repository.
If you’re creating new FaxPress accounts to assign to the repositories, consider setting up
corresponding FaxPress user and Fax Repository folder names. For example, if the Fax Re-
pository folders are named XeroxDrop1, XeroxDrop2, etc., the FaxPress users could be
named Xerox1, Xerox2, etc.
These same names must be used as the email address names when you do your user map-
ping for the FaxPress Xerox Interface, as described in Configuring the FaxPress Xerox In-
terface on page 275. For details on adding FaxPress users, see Creating User Accounts on
page 163.

Sending Test Faxes

After the Xerox Gateway is configured and started, Castelle 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 a user in the User Map from an external, standalone fax machine.
Also, be sure to check the notices generated for these transactions.

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FaxPress Administrator Guide

Appendix
 Admin Guide > 32-Bit ODBC Data Sources

32-Bit ODBC Data Sources

Open Database Connectivity (ODBC) is an open standard application programming inter-
face (API) for accessing a database. By using ODBC statements in a program, you can ac-
cess files in a number of different databases, including Access, dBase, DB2, Excel, and
Text. In addition to the ODBC software, a separate module or driver is needed for each
database to be accessed. The main proponent and supplier of ODBC programming support
is Microsoft.
If you do not have a 32 Bit ODBC installed on your machine, you can install it from your
FaxPress CD.
To install a 32 Bit ODBC:
1. If you are installing the 32 Bit ODBC on a Windows 95 operating system, you must
first install the distributed component object model. Go to the \MICROSOFT direc-
tory on your FaxPress installation CD and click on DCOM95.EXE. For all other Win-
dows operating systems, proceed to step 2.
2. To install the 32 Bit ODBC, click on MDAC_TYP.EXE. The 32 Bit ODBC will be in-
stalled on your desk top.

Microsoft’s Data Access Objects (DAO) 3.6

DAO (Data Access Objects) is an application program 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 is used to
access Microsoft Access databases.
DAO is already installed on Windows ME, Windows 2000 Professional and 2000 server,
and may already be installed on your workstation or server. You may need to verify if it
is already installed. Do this by running a Search on the entire PC where the Fax Archive
is being installed, search for "DAO*. *"
DAO 3.6 is provided on the FaxPress installation CD, in the Microsoft folder in the ODBC
installation folder. You will only need to install the ODBC if it doesn’t already exist.
Follow these instructions for the installation of the ODBC, DAO drivers & Jet 4.0:

Windows 95 only
DCOM should be installed on Windows 95 systems that do not have DCOM installed.
DCOM is distributed in a file called Dcom95.exe. This is provided on the FaxPress instal-
lation CD in the \Microsoft\odbc installation folder.
A reboot of the system is required after installing Dcom95.exe.
DCOM is pre-installed on Windows 98 and Windows NT systems.

Windows 95, 98 and NT 4.0

Run Mdac_typ25.exe, this is provided on the FaxPress installation CD in the \Mi-
crosoft\odbc installation directory
For NT 4.0 prior to SP3 run Mdac_typ21.exe.

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Registering DAO 3.6

Create a directory with the name DAO under System Drive:\Program Files\Common
Files\Microsoft Shared and copy Dao360.dll to this directory. This .dll is provided on the
FaxPress installation CD in the \Microsoft\odbc installation directory.
In addition, Dao360.dll must be registered as a COM DLL. This can be accomplished by
using the Regsvr32.EXE utility, e.g.
RegSvr32 "C:\Program Files\Common Files\Microsoft Shared\DAO\Dao360.dll"

Installing ODBC Drivers

Check Status
To check that the required ODBC driver is installed, double-check on the ODBC icon and
inspecting the ODBC Data Source Administrator screen. Select theDrivers tab and
make sure that the driver corresponding to the data source you will be using is available.

Add a New Data Source Name

If your data source is a dBase file, then the Microsoft dBase driver must be available as
a User DSN or a System DSN. To check if the dBase driver is available as a data source,
do the following.
1. Select the User DSN or System DSN tab. 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 contains the Microsoft
dBase Driver(*.dbf). The corresponding Name does not matter.
If the driver is not present, look in the other tab (in the above case, check the System
DSN tab).
Where the dBase driver is located does not matter as long as it is present in one of these
locations. The only difference is that the User DSN can only be seen by the current user
that is logged into the workstation, while the System DSN can be seen by all users who
login to the same workstation.
3. Install the dBase driver if needed.
If you need the dBase driver, you can add it by doing the following.
a. Click on Add.
b. Select either the User DSN or System DSN tab and click on the Add button.
The Create New Data Source dialog will be displayed.
The list of available drivers depends on the drivers that are currently installed on
the system.
c. Select the dBase driver.
d. Select the Microsoft dBase Driver (*.dbf).
4. Click on Finish.
Click on the Finish button. The ODBC dBase Setup dialog will appear.
5. Enter a Name and, optionally, a Description.
Data Source Name— Enter a name for Data Source Name field. This is required.

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Description— Enter a description for the Description field. This is optional.

Version— Make sure that the Version corresponds to the version of the dBase file
or higher.
6. When done, click OK.

Connecting FaxPress Archive to a DSN

When you configure FaxPress Archive with an MS-SQL database, you will be asked to pro-
vide a DSN. If you click on the Browse button, you will be walked through the following
screens.
1. The Data Source Administrator screen is displayed.

Note: Do not select a DSN that points to a file based database (e.g. Access,
Dbase, Paradox, Excel, CSV, FoxPro, etc.…).

2. Select the Machine Data Source tab. This screen lists all the user and system
DSNs installed on your workstation.
3. Select a data source that connects to the database server and that is defined as a
System DSN type. The type of each DSN is denoted in the middle column by User
or System.
„ A User DSN is a DSN that can only be seen by the login user that created it.
„ A System DSN is a DSN that is visible to all users on that workstation no mat-
ter who created it.

Note: The login account to the database server must have permission to create
tables in the database. The same DSN will be used by the archive program to
connect to the database to enter data. If the appropriate DSN is not present,
follow the instruction in Connecting FaxPress Archive to a DSN on page 291.

To create a new DSN to a MS SQL server, perform the following steps:

1. Click on the New button in the Machine Data Source tab shown in step 2. A new
wizard will be launched to walk you through the process of creating a DSN. The
first page will ask what type of DSN to create.
Select System Data Source.
2. The next screen will display the list of available ODBC drivers that have been in-
stalled on your system.
Select SQL Server.

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3. The next screen will display the new data source. Click Finish to complete this por-
tion and proceed to configuring the connection.
4. The next wizard prompts you to configure the connect string.
For the new DSN, enter:
„ Name: The name of your new DSN.
„ Description: This is an optional field.
„ Server: The is the name of the SQL server.
Click Next>.
5. Select either Windows NT or SQL server authentication method from the next
screen.

Note: The method you select will depend on how the database is configure.
Check with your Database Administrator if you are not sure.

„ With Windows NT authorization using the network login. If the authen-

tication is by NT, then the current user logged into the workstation is used for
authentication and the UserID and password fields near the bottom of this
screen are grayed out.
„ With SQL Server authorization using a loginID and password entered
by the user. If the authentication is by SQL server, then a user name and
password are required in the text boxes near the bottom of this screen.

Note: In either case, the user must have permission to create tables on the
database.

„ Click the Client Configuration button and select the appropriate protocol.
6. The next screen allows you to specify the default database and when to cleanup
temporary stored procedures.
a. 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 recommend that you select the
following:
b. Select Create temporary stored procedures for prepared SQL state-
ments and drop the stored procedures.
c. Select When you disconnect and as appropriate while you are connect-
ed.

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d. Select Use ANSI quoted identifiers.

e. Select Use ANSI nulls, paddings, and warnings.
7. The next screen allows you to specify options for logging in and regional settings.
Specify these as appropriate for your environment. They do not affect the opera-
tions of FaxPress Archive.
8. Select Finish.
9. Select the Test Data Source button to test the connection to the data source.

Note: We recommend that you test your new data source to ensure a
successful connection.

Connect to Phone books

1. From the ODBC Select Data Source dialog box, type in the data source path and
name:

2. This is a standard Microsoft ODBC dialog box that allows you to specify the data
base you would like to connect to. If the data source is already defined, select it.
Otherwise, click New’ to create a new data source connection:
3. Select System Data Source’ because this data source must be visible to all Fax-
Press users. You are then prompted to select the ODBC driver
4. The ODBC connection wizard will then present a summary of what you have se-
lected and proceed to create the connection.
5. If for example you have selected a SQL server, the following dialog would come up
to allow you to specify a name and description for this data base, and the name of
the SQL server to connect to.

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Troubleshooting
FaxPress troubleshooting help is also available on the Castelle web site.
View Tech Notes and FAQ’s at:
http://www.castelle.com/support/documentation/tech.htm, or
http://www.castelle.com/support/documentation/faq.htm
You can also contact Castelle Technical Support via e-mail or phone.

Powering Up the FaxPress

When you connect the new FaxPress to the network and power the unit on, the red and
green LEDs on the front panel flash for 15 to 30 seconds during the boot cycle. The red
LED stays on after the boot cycle completes. This indicates that it has powered up success-
fully. If the LED marked 10BT or the LED marked 100BT turns on, it indicates that the unit
is connected to the network. You should also see the appropriate green light on the hub.

Changing the FaxPress Fuse

For 5000, 7000 and 7500 units.

Disconnect the power cable before you remove the fuse holder in the power switch.

To check and replace the fuse:

1. Switch-off the FaxPress 5000/7000/7500 power switch and remove the power
cord.
2. Locate the fuse housing between the power cable connector and the switch. Use a
flat blade screwdriver or similar device to pry the housing out.
3. Check the fuse. If the filament is broken, replace the fuse. If the fuse is cloudy or
discolored, replace the fuse.

Note: A spare fuse is provided by the factory in the tray in the middle of the
fuse holder. The FaxPress uses a 2 Amp, 250 Volt, SLO-BLO fuse.

4. Replace the fuse housing.

5. Reconnect the power cord and power up the unit.

Interpreting LEDs

Red Alert LED and the Green LED Do Not Flash after Powering Up
You have plugged the power cable into the FaxPress but the LEDs do not flash:
„ Check the power cable connection. Make sure the cable is plugged into a working
power outlet.

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„ Check the power supply. If you have a FaxPress 2500 or SBE, make sure that you
use the power supply that comes with the unit.
„ Check the power switch. If you have a FaxPress 5000, 7000, or 7500, make sure
the power switch is turned on.
„ Check the network connection. Connect the unit to a working network and the 10BT
or 100BT LED should turn on. If the LED is not on, try a different power outlet.
„ Check to see if the FaxPress 5000, 7000 or 7500 fan is working. If the fan is not
working, try a different power outlet.
„ Check the 5000, 7000 or 7500 fuse. Disconnect power cord and check the fuse in
the unit’s power switch. Replace if necessary.

Red Alert LED is On and Green LED is Off

If the red alert LED remains on (and the green LED is off), this indicates that the FaxPress
cannot connect to the file server.
„ Check whether the FaxPress is logged into its master file server. After it completes
its start up processing, during which red and green LEDs cycle on and off for 10 to
30 seconds, the FaxPress should have at least one active connection to its master
file server.
„ Check the FaxPress’ physical connection to its network segment. Faulty cables and
poor cable connections can cause this condition.
„ From the same segment where the FaxPress is installed, check that you can log onto
the FaxPress master file server as the FaxPress serial number user. Check that there
are no restrictions on the FaxPress serial number user account on the master file
server. Ensure that no login script has been added to this account, and no
environment variables or parameter settings have been altered. If you cannot log
on, check for the existence of the FaxPress serial number user and check the validity
of any password assigned to the user. Also check that the FaxPress serial number
user has all rights to access its installation directory (typically named
\Castelle\serial number).
„ Connect the FaxPress to a network connection where a workstation has a good
connection.
„ Verify that the FaxPress network segment has full duplex access to the master file
server.
„ For FaxPress SBE, 2500, 5000, 7000 or 7500, connect a laser printer to the parallel
port. Wait approximately five minutes to check whether a diagnostic report prints.
For assistance with the report, call Castelle Technical Support.
„ If the FaxPress has just been installed, or if the contents of its installation directory
has been manually modified or overwritten, try reinstalling the FaxPress server
software.

Both LEDs Go Out During the Boot Sequence

Indicates that FaxPress failed to properly load its executables from its file server:
„ Try connecting FaxPress to an alternate power outlet.

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„ If the fax has just been installed, or if the content of its installation directory has
been manually modified or overwritten, try reinstalling the FaxPress server
software.

Neither 10BT nor 100BT LED Turns On

The unit powers up but the network LED does not turn on:
„ Check the network connection. Make sure the network cable is connected to the unit
and its hub. Use only one of the connectors to connect the FaxPress to your network.
„ Check the network cable. Try another network cable.
„ Check the network connection. Try connecting the FaxPress to another location on
the network.
„ Verify the transmission speed. Make sure the network is configured for 10BASE-T
or 100BASE-T.

Red Alert LED and Green LED Are Both Off

If both front panel indicator lights are off, the FaxPress is probably not receiving sufficient
power.
„ Check whether the LEDs are all off.
„ Confirm that the FaxPress is connected to a working power outlet. Verify that the
power cable attached to the back of the FaxPress unit is properly inserted into the
power outlet.
„ If you have a FaxPress SBE, 2500, 5000, 7000 or 7500 ensure that the power switch
is turned on. Check if you can detect any movement of air out of the fan vent to
indicate that the fan is running and the unit is receiving power. If power should be
on and the fan is not operating, turn the power switch to the OFF position, remove
the power cord, and check the FaxPress external fuse (inside the power switch
panel).
If the fuse is intact, the glass should be clear and the filament clearly visible and unbro-
ken.
„ Turn the power switch off and on to see if the LEDs will flash. If this is not successful,
connect the unit to a different power outlet and try again.
„ For a FaxPress that has just had its memory upgraded, verify that the memory SIMM
and FaxPress model are compatible.
„ If the LEDs initially illuminate, then disappear, verify that the FaxPress is properly
installed on the master file server.
„ Verify that the logged on FaxPress user associated with the FaxPress serial number
name has proper access rights to the master file server directory where the
FaxPress is installed.

Green LED and Red Alert LED are Both On

If both the red and green indicator lights are on:

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„ Check to see if users can log on to the FaxPress. If the Supervisor can log on, check
for the presence of any jobs in the parallel print queue. Also check to see if a printer
is connected to the FaxPress parallel port.
„ If the FaxPress has no printer, select the Parallel queue from the Mailbox/Print
Queues branch of the FaxPress tree. Delete any jobs that are listed in the view
list window. You may need to reconfigure FaxPress users who are printing to the
FaxPress parallel queue.
„ If the FaxPress has a printer, verify that the FaxPress printer has paper, is on-line,
and properly connected.
„ If immediately after power-on, the red and green indicator lights do not blink, but
go to a steady-on condition, the FaxPress prom(s) may have been damaged—
contact Castelle Technical Support.
„ If users can’t log into the FaxPress, check to see if the FaxPress is logged into its
master files server. After a reboot, the FaxPress goes through a verification process
which may take several minutes, during which no users will be able to log into the
FaxPress.

Green LED On and Red Alert LED is Flashing

Indicates a problem with the FaxPress file server.
„ Check file server disk space. If necessary, delete old faxes, logs, and notices using
FaxPress’ Storage Reclamation feature.

Red Alert LED is Flashing and Green LED is Off

This may be caused by a hardware problem. The condition is sometimes followed by other
indicator light sequences.
„ If this condition occurs during initial set up of a FaxPress, verify that the FaxPress
unit is compatible with its physical network type.
„ Try connecting FaxPress to an alternate power outlet.
„ Try rebooting the FaxPress. Attach a printer to the unit to print a diagnostic report.
Contact Castelle Technical Support.

Both the Green LED and Red Alert LED are Flashing
A FaxPress database may be corrupted or may have insufficient disk space. The main Fax-
Press databases are: Fax Queue, Phone Books and Users directories. Try attaching a print-
er to the FaxPress parallel port to get a diagnostic report and reboot FaxPress.
„ If the master file server has less than five megabytes of disk space on the volume
where the FaxPress is installed, try running Storage Reclamation.
„ Irrecoverable network errors. Try rebooting the FaxPress.
„ In the directory where the FaxPress has been installed, check for and examine files
with extensions .LOG, .BAK, or .ERR.

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Problems in Sending Faxes

Queued Faxes Not Becoming Ready or Active

All the faxes listed in the Outgoing Faxes view list window have Queued status, but jobs
do not advance to Ready or Active status:
„ If the file server has less than five megabytes of disk space on the volume where
the FaxPress is installed, try running Storage Reclamation.
„ Make sure the FaxPress serial number user has access to the Castelle/PCL Fonts
Directory on the volume where the FaxPress is installed.
„ The FaxPress may have problems rasterizing the file at the head of the queue. Try
deleting the first file in the queue and rebooting the FaxPress. The file can only be
deleted by the FaxPress supervisor or the user who sent the file.

Ready Faxes Not Becoming Active

All the faxes listed in the Outgoing Faxes view list have Ready status but no job advanc-
es to Active status:
„ Verify the line direction settings for the FaxPress server. At least one fax line should
be configured for Bi-directional or Output Only and all unconnected lines should
be set to Not Connected.
„ Inspect the Red LEDs at the back panel beside the phone jack. If all of them are on,
wait until at least one goes off, and check the queue for the outgoing fax status
again.

Faxes Becoming Failed Faxes

Faxes the FaxPress is unable to send are assigned Failed status in the Outgoing Faxes
view list window. Faxes fail for various reasons. To obtain a failure description, select the
failed fax entry in the view list window, right-click to display the context menu and choose
the Properties option to display the Outgoing Faxes Properties window.
Situations that can cause a user’s fax to fail include:
„ The pre-dial settings in the Line Settings dialog box may not be properly set. If the
FaxPress is connected through a PBX phone system that requires a pre-dial number
to reach an outside line, you can set the number in the Line Settings dialog box or
the user can enter the number with the fax number when addressing faxes.
„ International access code was not included or is incorrect on international calls. Re-
dial the number with the international access code. See your phone directory or
contact your phone company for instructions on how to complete international calls.
„ A PBX password code is required. When a PBX requires a password code for calls,
the user must include the password code symbol ($) in the fax number. The user’s
password code is set in the User Properties dialog box (tab).
„ Attached files are not in the proper format. The FaxPress native attachment feature
converts many document files to a format the unit can rasterize for faxing.
Document files the feature cannot convert must be printed to file using and HP
LaserJet II or HP LaserJet III print driver before you can attach them to an outgoing
fax.

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„ The Cover Page file is not correct. If your cover page was not created correctly,
the FaxPress will not send the fax. Delete the current cover page and create a new
one.
„ The recipient is not a fax machine. Verify that the number you have is for a fax
machine.
„ The receiving fax machine does not comply with ITU-T Group III, T.4 or T.30
standards.
„ The FaxPress is sharing a line with another telephone device. The FaxPress must
have its own fax lines. It cannot share a line with another device.
„ The FaxPress times out while waiting for the recipient to answer. The FaxPress waits
up to 35 seconds after the last tone is dialed to receive a carrier signal from the
target machine. If the carrier is not received, the FaxPress times out.
„ A FaxPress line configured as either Output Only or Bi-Directional is either not
connected to a phone line or is connected to an inbound only (DID) phone line or
non-telephone cable.
„ A modem has failed. Check that each modem line can answer by setting the
configuration to Bi-Directional or Input Only and dialing into it with either a fax
or voice phone set.
„ If you are using a Load Sharing configuration and the reason for failure is poor line
quality, check for compliance with load sharing requirements, especially ensuring
that load sharing FaxPresses are installed on the same full duplex network segment.

Image File Corruption with Windows XP and Windows Server 2003

Running the FaxPress client on Windows XP or Windows XP Pro, or installing the FaxPress
Email Gateways on Windows server 2003, can sometimes result in trouble sending high-
resolution image files. Installing the ImageMaker viewer on Windows XP or Windows
server 2003 will resolve the file corruption sometimes experiences with faxing high-res-
olution images. The ImageMaker viewer is located in the Support folder on the Castelle
FaxPress 8.1 Setup CD.

Issues in Receiving Faxes

FaxPress Cannot Receive Faxes

You have successfully installed the FaxPress, but it does not receive faxes.
„ Verify that the FaxPress is connected to an active phone line. Attach a phone to the
line and make sure it can receive a call.
„ Check the Line Direction settings. The FaxPress should have at least one line
configured as Incoming Only or Bi-Directional.
„ If the master file server has less than five megabytes of disk space on the volume
where the FaxPress is installed, try running Storage Reclamation.
„ Check the failure descriptions in the Received Transaction Log file.
„ If the reason indicated is poor line quality, ask the phone company to check your
lines.

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„ If the fax was received, check the last line of the transaction log to see where the
fax was routed.
„ Check the Print Incoming Fax option in the Incoming Faxes dialog box, which
is accessed from the Users Properties dialog box. If the Print Incoming Fax
option is selected, check the printer for the fax.

Incoming Faxes Do Not Print

The user’s faxes are not automatically printed when they arrive:
„ Make sure that the Print Incoming Fax option is checked in the Incoming Faxes
dialog box.
If you want all manually routed faxes printed, check the setting in the UNAD-
DRESSED mailbox or the mailbox of the user assigned to the line.
„ If the FaxPress is configured to use a local printer, make sure a printer is connected
to the parallel port.
„ If the default printer is a network printer, make sure that the configuration
information is entered properly.

Note: When entering the configuration information, do not use preceding .’ or

//’ marks or add syntax such as ou=’.

„ Ensure that login information in the user’s set up for the printer is valid. Use the
information to log onto the network and try to print a large (100Kbyte or more) file
to the chosen queue. If you cannot print, neither can FaxPress.
„ Verify that the printer matches the printer type indicated in the Printer
Configuration setting for the user to whom the fax was routed.
„ Verify that the printer has enough memory. At least 1.5 MB is required.
„ If your FaxPress server is installed on a Novell NDS network, when you are printing
to the default network printer, ensure that the printer queue is served by an active
print server.
„ If you are using a parallel printer, attach it to the FaxPress and verify that the printer
is configured for parallel I/O. See the printer’s documentation for more information.

ZQ Directory Validation during the FaxPress Boot Sequence

During the FaxPress boot up sequence, the ZQ directory is automatically validated. If any
faxes in this directory are found to contain errors or are corrupt, they will be removed from
the directory and placed in the recovery directory ZQrecov1.sav.

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FaxPress File Server Directory Tree

\CASTELLE\[serial-number]
*.err, .log, *.bak — (ASCII) error/configuration reports
\fxdiag
FaxPress diagnostic files
\LOGS\YEAR
Directory of transaction logs for the year
\PHONEBKS
\CORPORATE
\userid — subdirectory of personal phonebook files
\SYSTEM
faxpress.sys —operating system executable for hardware platform

faxpress.out — (fax) application executable for hardware platform

*.cfg — (ASCII) service configuration settings (includes jobqueue.cfg — op-

tional boot-time job source specification)

*.log —(ASCII) service configuration status

jobqueue.log — confirmation (if booted with jobqueue.cfg)

*.fnt, *.fnl, *.fnp — standard HPLJII font files

coverpg — (PCL), corporate coverpage template
curjob — (binary) count of jobs
\USER
mboxid.dt — list of user mailboxes, personal coverpages, and phonebooks

\1xxxxxxx, \2xxxxxxx, \3xxxxxxx — subdirectory of mailbox files

\ZQ
qm.sav or qma.sav — list of jobs in queues
*.pcl — (ASCII/PCL/DCX) fax image source files
*.pcx — (PCX) rasterized fax page files
\jobs — directory of job records
\CASTELLE\ADSI
Directory Microsoft Active Directory Services Interface installation. Can
be downloaded from the FaxPress Installation CD.

\CASTELLE\Archive
\Database
Directory for the fax archive database
\Faxes
Directory of all archived faxes
\CASTELLE\PCLFONTS

Directory of loadable font files

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Agency Compliance
This appendix contains important notices about FaxPress’ Ringer Equivalency Number
(REN), FCC, and Telephone Company compliance, as well as a French safety advisory.

Ringer Equivalency Number

This equipment complies with Part 68 of FCC rules. You will find the label on the bottom
of this equipment. This label contains the FCC Registration Number and Ringer Equivalent
Number for this equipment. You must, upon request, provide this information to your tele-
phone company.
The REN is useful to determine the quantity of devices you may connect to your telephone
line and still have all of those devices ring when your number is called. In most, but not
all areas, the sum of the RENs of all devices should not exceed five (5.0). To be certain of
the number of devices you may connect to your line, as determined by the REN, you should
call your local telephone company to determine the maximum REN for your calling area.

Jack Type Needed

Connection to the telephone network should be made by using standard modular tele-
phone jack types (USOC) RJ11C or RJ11W.
„ Port—Line 1-4
„ Service Order Code—9.0F
„ Facility Interface Code—02LS2
„ Network Jacks—RJ11

Incidence of Harm
If your telephone equipment causes harm to the telephone network, the telephone com-
pany may discontinue your service temporarily. If possible, they will notify you in advance.
If advance notice is not practical, you will be notified as soon as possible. You will be ad-
vised of your right to file a complaint with the FCC.

FCC Part 15 Warning

This equipment generates, uses, and can radiate radio frequency energy and if not in-
stalled and used in accordance with this manual, may cause interference to radio commu-
nications. It has been type tested and found to comply with the limits for a Class A
computing device pursuant to Subpart J of Part 15 of FCC Rules, which are designed to
provide reasonable protection against such interference when operated in a commercial
environment. Operation of this equipment in a residential area is likely to cause interfer-
ence in which case the user, at his own expense, will be required to take whatever mea-
sures may be required to correct the interference.

FCC Part 68 Information

Castelle FaxPress products comply with Part 68 of the FCC Rules. The FCC Part 68 Label is
located on the bottom of the enclosure. This label contains the FCC Registration Number

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for this equipment and the Ringer Equivalence Number (REN). If requested, this informa-
tion must be provided to your telephone company.
Connection to the telephone network should be made by using standard modular tele-
phone jacks, type RJ11. The plug and/or jacks used must comply with FCC Part 68 rules.

Facility Interface & Service Order Codes

MFGRS PORT FACILITIES IN- SERVICE OR- NETWORK
IDENTIFIER TERFACE CODE DER CODE JACKS
LINE 1 – 8 02LS2 9.0Y RJ11

The REN is useful to determine the quantity of devices you may connect to your telephone
line and still have all of those devices ring when your telephone number is called. In most,
bur not all areas, the sum of the RENs of all devices connected to one line should not ex-
ceed five (5.0). To be certain of the number of devices you may connect to your line, as
determined by the REN, you should contact your local telephone company to determine
the maximum REN for your calling area.

Fax Branding
The Telephone Consumer Protection Act of 1991 makes it unlawful for any person to use
a computer or other electronic device to send any message via a telephone fax machine
unless such message clearly contains in a margin at the top or bottom of each transmitted
page or on the first page of the transmission, the date and time it is sent and an identifi-
cation of the business or other entity, or individual sending the message and the telephone
number of the sending machine or such business, or entity, or individual.
In order to program this information into your fax machine, refer to FaxPress: An Intro-
duction on page 94 for instructions on including date and time and identification parame-
ters.

Rights of the Telephone Company

Your telephone company may make changes in its facilities, equipment, operations, or
procedures that could affect the proper operation of your equipment. If they do, you will
be notified in advance to give you an opportunity to maintain uninterrupted telephone ser-
vice.
This equipment may not be used on coin service provided by the telephone company. Con-
nection to party lines is subject to state tariffs.
If trouble is experienced with this unit, please disconnect the unit from the telephone line
and contact customer service at the address and phone number listed below. DO NOT DIS-
ASSEMBLE THIS EQUIPMENT. It does not contain any user serviceable components.
Attn: Customer Service
Castelle
855 Jarvis Drive
Morgan Hill, CA 95037
Phone: (408) 852-8080

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Electrical Safety Advisory

We recommend the installation of an AC surge arrestor in the AC outlet to which this equip-
ment is connected. Telephone companies report that electrical surges, typically lighting
transients, are very destructive to customer terminal equipment connected to AC power
sources. We recommend the installation of an AC surge arrestor in the AC outlet to which
this equipment is connected. Telephone companies report that electrical surges, typically
lighting transients, are very destructive to customer terminal equipment connected to AC
power sources.
Power Source
The Castelle FaxPress models operate from specific AC power sources. Refer to Appendix
C to find the right power source for your FaxPress model.
All FaxPress models operate from a single-phase power source. Operation from power
sources where both current-carrying conductors are live with respect to ground (e.g.
phase-to-phase on a 3-wire system) is not recommended.

Attention: Proper AC source grounding, and grounding circuit

continuity are vital for safe operation

Attention: Use only the 3-wire, 3-terminal power cord provided for
the FaxPress 3500, 5000, 7000 and 7500. Use the AC adapter
provided for the FaxPress SBE and 2500.

Attention: To preclude the possibility of electrical shock, do not

ever remove the Faxpress case.

French Safety Advisory

Déclaration FCC
Cet appareil est conforme aux normes exigées pour les appareils digitaux de Classe A,
selon l’article 15 des réglementations FCC. Le fonctionement est soumis à deux conditions
:
Cet appareil ne causera pas d’interferences nausives
Cet appareil doit accepter quelquonque interference reçue, même si celle-ci pourrait caus-
er un disfonctionement.

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Avertissement sur l’inscription CE

Cet appareil est de classe A. S’il est situé à l’interieur, il peut causer des parasites. Dans
ce cas, l’usager doit prendre des mesures en conséquences.

Mesures de securité :

Tension
Le FaxPress de Castelle fonctionne sur 90-250 volts et une source de cournant alternatif
de 60/50 Hz. Ne pas le connecter à aucune autre source de courant.

Attention: Toujours debrancher le cordon d’alimentation de

n’importe quelle source d’énergie avant l’entretien de l’appareil
afin d’éviter tout risque d’éléctrocution.

Source de courant :
Le FaxPresss de Castelle fonctione avec une source de courant monophasée.Le fonctione-
ment à partir de sources de courant dont les deux conducteurs de courant sont porteurs
d’éléctricité ( d ’une phase a l’autre sur un sytem a 3 fils) n’est pas recommandée.

Attention: Pour un fonctionement sans risque, brancher l’appareil

sur une source de courant alternatif AC et s’assurer de la
continuité de la base de circuit.

Cordon d’alimentation
Le FaxPress est liste UL et vendu avec un cordon détachable à 3 fils avec une prise à trois
becs afin de se connecter à la source de courant.

Attention: Utiliser seulement le cordon à trois fils vendu avec

l’appareil.

Mise en garde
Pour éviter tout risque d’éléctrocution, de pas retirer le FaxPress sans avoir débrancher le
cordon de la source de courant alternatif auparavant.

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Mode d’emploi pour les FaxPress 3500 & 5000

Voltage
Le voltage requis pour les FaxPress 3500 et 5000 est de 90a 250 Volts et le courant doit
etre d’une puissance de 60/50 Hz CA (courant alternatif)…Ne pas connecter ses appareils
a aucune autre source de courant. Consulter le tableau recapitulatif sur les caracteristiques
du serveur FaxPress dans l’appendice C pour de plus amples informations.

Attention: Toujours debrancher le cable electrique de la prise

avant de pour eviter tout electrocution.

Courant Electrique
Les FaxPress 3500 et 5000 fonctionnent sur un courant . . . . L’utulitsation d’uncourant
dont les deux conducteurs sont relies a une prise de terre n;est pas recommendee. Seul
le conducteur du cable electrique a des fusibles proteges.

Attention: Courant AC sont vitals pour un bon fonctionement.

Cable Electrique
Les FaxPress 3500 et 5000 possedent un cable compose de 3 fils electriques detachables
qui sont UL listed avec une prise a 3 tetes pour la connection au courant electrique.

Attention: Utiliser uniquement le cable electrique compose de 3

fils electriques avec une prise a 3 tetes vendu avec le FaxPress.

Mise en Garde:
Pour eviter tout risque d’electrocution, ne pas detacher les FaxPress 3500 et 5000 sans
avoir d’abord debrancher les appareils du courant alternatif.

Important Information for Canadian Customers

The Canadian Industry Canada (The Department of Communications) label identifies cer-
tified equipment. This certification means that the equipment meets certain telecommuni-
cations network protective, operational and safety requirements. Industry Canada does
not guarantee the equipment will operate to the user’s satisfaction.

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Before installing this equipment, make sure you are permitted to connect to the facilities
of the local telecommunications company. You must install the equipment using an accept-
able method of connection. In some cases, you may also extend the company’s inside wir-
ing for single line individual service by means of a certified connector assembly (telephone
extension cord). You should be aware, however, that compliance with the above conditions
may not prevent degradation of service in some situations.
Repairs to certified equipment should be made by an authorized Canadian maintenance
facility designated by the supplier. Any repairs or alterations made by the user to this
equipment, or equipment malfunctions, may give the telecommunications company cause
to request the user to disconnect the equipment.
Users should ensure for their own protection that the electrical ground connections of the
power utility, telephone lines and internal metallic water pipe system, if present, are con-
nected together. This precaution may be particularly important in rural areas.

Note: Users should not attempt to make such connections themselves, but
should contact the appropriate electric inspection authority, or electrician, as
appropriate.

LOAD NUMBER: The Load Number (LN) assigned to each terminal device denotes the per-
centage of the total load to be connected to a telephone loop which is used by the device
to prevent overloading. The termination on a loop may consist of any combination of de-
vices subject only to the requirement that the total of the Load Numbers of all the devices
does not exceed 100.

CTR21 Declaration
Castelle FaxPress servers have been approved [Commission Decision 98/482/EC - CTR21]
for pan-European terminal connection to the Public Switched Telephone Network (PSTN).
However, due to differences between the individual PSTNs provided in different countries,
the approval does not, of itself, give an unconditional assurance of successful operation on
every PSTN termination point. In the event of problems, you should contact your equip-
ment supplier in the first instance.

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Discontinued FaxPress Products

About the FaxPress SBE

The discontinued FaxPress SBE server provides fax services for small to medium size net-
works with medium fax traffic. The FaxPress SBE unit has a single Motorola Cold Fire
CPU5102, 8MB of RAM, 0.5 MB flash ROM, and two 14,400 kbps fax modems. Email Gate-
ways to support fax and email integration are not included with the SBE.

About the FaxPress 7500 DID and E&M

The FaxPress 7500 is a rack-mountable eight line fax server that includes either a built-in
four channel DID (Direct Inward Dialing) or E&M (Ear & Mouth) converter module. The Fax-
Press 7500’s two sets of interface connections include the eight line fax server interface
on the right, and the four channel DID or E&M conversion interface on the left.

All eight fax lines of your 7500 DID or 7500 E&M can be connected to regular telephone
lines. Typically, however, four of the FaxPress’ eight fax lines are connected to the Fax-
Press’ built-in DID or E&M converter’s four channels for inbound faxing, and four are con-
nected to regular phone lines for outgoing faxing.
FaxPress fax lines connected to DID and E&M converter channels support in-
bound faxing only. Faxes cannot be sent out through FaxPress lines connected to
DID or E&M converter channels. To use FaxPress to send faxes as well as receive them,
at least one of the FaxPress 7500’s eight fax lines must be connected to a regular phone
line.

Note: If you plan to use a T1 line with either the FaxPress 7500 DID or E&M
systems, please contact Castelle technical support at 1-408-852-8080 for
additional third party equipment and configuration requirements.

Installing the 7500 DID

Using the FaxPress 7500 DID with your DID trunk will require both hardware setup, de-
scribed in the following Before You Begin and Connecting the FaxPress 7500 DID to
your DID trunk sections, as well as FaxPress server software configuration, described in
Configuring the FaxPress 7500’s Server Software on page 316.

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Before You Begin

Before configuring the FaxPress for use with your DID trunk lines, please confirm:
„ the FaxPress 8.x server software is installed. (See Installing the Server on page 12.)
„ the FaxPress Client for supervisors is installed. (See Installing FaxPress Clients on
page 41.)
„ the FaxPress 7500 can send and receive test faxes through a standard phone line
connected to any of the FaxPress’ eight fax lines.
Also, with regard to your DID trunk line, please make sure:
„ you have one or more DID trunk lines ready to use, ordered from your local
telephone company. There should be no dial tone on regular DID trunks. If there is
a dial tone, then phone company installed the wrong kind of trunk.
„ your DID trunk lines meet the Technical Specifications required to interface
successfully with the FaxPress’ built-in Exacom DID converter. To confirm this,
compare the DID & CTPX Interface Technical Data on page 312 information with
your phone company’s DID trunk line specifications. The FaxPress 7500 DID auto-
detects wink start or immediate start DID trunk line modes.
„ you know the range of phone numbers assigned to the DID trunk. This will be
required for the FaxPress to associate those phone numbers with the correct
FaxPress mailboxes.
„ you know how many digits are passed to the FaxPress’ DID converter. FaxPress
supports 3 or 4 digits. When a call comes in through the DID trunk, the phone
company sends the last 3 or 4 digits of the fax number to the DID converter.
FaxPress accepts these 3 or 4 digits, maps them to the corresponding FaxPress
user’s mailbox ID, and deposits the incoming fax to the FaxPress mailbox. The
FaxPress offers an Enabling DID receiving diagnostic mode utility for
determining the number of digits being sent.
„ your DID trunks have been attached to an uninterrupted power source, and
that your phone company is still providing service to them. DID trunks are
always powered by customer premises equipment, in this case by the FaxPress
7500-DID. The central office will only provide service to DID trunks which are
properly connected and powered. If your DID trunk’s power source has been
interrupted for any length of time, the phone company may have taken them out of
service. A service call to the local telephone company might be required to
activate the DID service. It is strongly recommended that all DID equipment be
operated with a backup power unit or uninterruptible power source (UPS) to avoid
service calls to your phone company’s central office.

Connecting the FaxPress 7500 DID to your DID Trunk

The FaxPress’ DID converter interface on the front panel’s left side has four matched input
and output pairs. These pairs of RJ11 phone jacks are marked Trunk A/Line A , Trunk B/
Line B, etc. These are the four ports of two DID cards.
Each of these matched pairs has:
„ a Trunk connection – uses the four 6-conductor, cross-wired cables Castelle
provides. Connects to the phone company’s incoming DID trunk. The cables ship

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in a plastic bag labeled DID phone cables. They are wider than those cables for line
connections.
„ a Line connection – uses the eight 4-conductor, straight-through cables
Castelle provides. Connects the incoming DID interface’s trunk lines on the left of
the FaxPress 7500 to to the fax server interface’s fax lines on the on the right
The only other connection on the front panel is the 10/100 BaseT network connection.
Power is provided to the unit on the back-

side.
The FaxPress 7500 should be connected to your network, fully operational, and powered
on before you connect its DID interface to your DID trunk and the 7500’s fax line interface.

To connect the FaxPress 7500’s DID converter to both your DID trunk and the Fax-
Press’ fax line interface, follow these steps:
1. Connect the four 6-conductor, cross-wired cables provided to the FaxPress
DID interface’s four RJ11 phone jacks, marked Trunk A, Trunk B, Trunk C, and
Trunk D.
2. Connect the other ends of the four 6-conductor, cross-wired cables to your DID
trunk. Make sure pin 1of the RJ11 plug of the cable connects to pin 1 of the RJ11
plug on the end of the cable, pin 2 connects to pin 2, etc. The DID interface is sen-
sitive to the tip and ring polarities on the DID trunk line, and requires the tip signal
on pin 3 of the RJ11 phone jack and ring on pin 4.

Note: Sometimes, when the phone company installs the DID trunk line, the tip
and ring polarities are not configured to follow the correct pin outs. For this
reason, the tip and ring pin outs of the wall’s phone jack might not meet the
FaxPress 7500-DID’s requirements.

3. Connect four of the eight 4-conductor, straight-through phone cables to the

FaxPress DID interface’s four RJ11 phone jacks marked Line 1, 2, 3 and 4. (Or
whichever lines you’ve decided to designate as inbound only, DID lines.) Make
sure pin 2 of the the cable’s RJ11 plug connects to pin 5 of the RJ11 plug on the
end of the cable, pin 3 connects to pin 4, etc.
4. Connect the other ends of the four phone cables to the first four of the eight RJ11
phone jacks marked Line 1, 2, 3, 4 on the front panel’s right side, i.e., the Fax-
Press’ fax server interface.

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5. Connect one end of the remaining four phone cables to the fax server interface’s
phone jacks marked Line 5,6,7 and 8, and the other to the phone lines your com-
pany will use for outgoing faxes.
6. Reset the FaxPress 7500 using the power switch on the back of the unit. Next, you
must configure the FaxPress 7500’s server software according to the steps de-
scribed in Configuring the FaxPress 7500’s Server Software on page 316.
During the initial call after the system is powered up, the FaxPress DID’s auto DID feature
will detect the given DID trunk parameters – i.e., whether the trunk uses wink-start or
immediate-start mode, dial pulse digits or DTMF digits, as well as the number of incoming
DID digits – then memorize and match them to the appropriate DID interface.

DID Setup Tips

Use this information to help resolve any connectivity issues.
„ DID is polarity sensitive. Connect Tip to Tip Ring to Ring.
tiP = Positive = Ground Potential.
riNg = Negative = -48 volts.
„ If your DID trunks return a busy signal, try reversing tip and ring. If the DID trunk
continues to return a busy signal, try checking call traffic because available DID
trunks may be in use.
„ Most DID issues are wiring related. The FaxPress 7500 DID’s built-in Exacom DID
converter is made by CTPX. Call CTPX at 1-651-293-0535 for tips, help or
troubleshooting.
„ If the DID interface isn’t working, try replacing the 6-conductor, cross-wired phone
cable with the 4-conductor, straight-through phone cable. In most cases, this
makes the DID interface work.
„ Try the test procedure in Verifying FaxPress 7500 Function on page 318 to confirm
the FaxPress’ DID converter is functioning properly.

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DID & CTPX Interface Technical Data

The DID trunk provided by your phone company must meet the following specifications to

be used with the FaxPress.

Installing the FaxPress 7500 E&M

Using the FaxPress 7500 E&M with your E&M trunk will require both hardware setup,de-
scribed in the following Before You Begin and Connecting the FaxPress 7500 E&M to
your E&M PBX sections, as well as FaxPress server software configuration, described in-
Configuring the FaxPress 7500’s Server Software on page 316.
The FaxPress 7500 E&M allows E&M compatible PBXs to be used with the FaxPress, en-
abling automatic inbound fax routing. The application of the FaxPress E&M should be lim-
ited to an E&M PBX connection. FaxPress 7500 E&M is not intended for connection to the
public switched E&M telecommunication network. Per BellCore specifications, E&M Type I
interface operation requires a dedicated ground connection between the FaxPress 7500
E&M and the associated E&M equipment.

Before You Begin

Before configuring the FaxPress for use with your E&M PBX, please confirm:
„ the FaxPress 8.x server software is installed. (See Installing the Server on page 12.)

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„ the FaxPress Client for supervisors is installed. (See Installing FaxPress Clients on
page 41.)
„ the FaxPress 7500 can send and receive test faxes through a standard phone line
connected to any of the FaxPress’ eight fax lines.
„ the FaxPress 7500 E&M has a ground loop connection with the E&M PBX. The
preferred ground connection for the FaxPress 7500 E&M is a 4-40 screw marked
with GROUND on the bottom panel of the chassis.
Also, with regard to your E&M PBX, please make sure:
„ your E&M Trunk/Tie card interface is a two wire, E&M Type I, originate on E. Refer
to E&M Type I Lead States on page 315 to confirm.
„ your E&M Trunk/Tie card is wired properly to interface successfully with the
FaxPress’ built-in CTPX VP 200 E&M converter. Refer to the Two Wire E&M Type I
Wiring Configuration on page 315 as you go through the setup steps to confirm.
„ your PBX is correctly programmed to route incoming calls via the E&M tie card to
the FaxPress. If necessary, contact your PBX manufacturer to confirm.
„ you know whether your E&M PBX is passing 3 or 4 digits to the FaxPress’ E&M
converter. The FaxPress offers an Enabling DID receiving diagnostic mode
utility for determining the number of digits being sent. If the signal contains more
than 3 or 4 digits, research the programming of the PBX to determine if the extra
digits can be removed.

Connecting the FaxPress 7500 E&M to your E&M PBX

The FaxPress’ E&M converter interface on the front panel’s left side has four matched input
and output pairs. These pairs of RJ11 phone jacks are marked Trunk A/Line A , Trunk B/
Line B, etc. Each of the sets has:
„ a Trunk/Tie card connection – uses the four 6-conductor, cross-wired cables
Castelle provides. Connects to the phone company’s incoming E&M trunk/tie card.
The cables ship in a plastic bag labeled E&M phone cables. They are wider than those
cables for line connections.
„ a Line connection – uses the eight 4-conductor, straight-through cables
Castelle provides. Connects the incoming E&M interface’s trunk lines on the left of
the FaxPress 7500 to to the fax server interface’s fax lines on the on the right

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The E&M converter provides four E&M trunk line interfaces. Four 6-position phone modular
connectors marked as TRUNK A, TRUNK B, TRUNK C, and TRUNK D are provided on the
front panel and four phone line cables are provided for the E&M trunk/tie card connections.
These four phone line cables are 6-conductors, cross-wired, which means pin 1of the
phone plug of the cable connects to pin 1 of the plug on the end of the cable, pin 2 connects
to pin 2, etc.
The 10/100 BaseT network connection is also located on the front panel. Power is provided
to the unit on the backside.
To attach the FaxPress 7500’s E&M converter to your E&M PBX and the FaxPress’ fax line
interface, follow these steps:
1. Connect the four 6-conductor, cross-wired cables provided to the FaxPress
E&M interface’s four RJ11 phone jacks, marked Trunk A, Trunk B, Trunk C, and
Trunk D.
2. Connect the other ends of the four 6-conductor, cross-wired cables to your E&M
trunk/tie card. Connect E to E, M to M Tip to Tip and Ring to Ring.
3. Connect four of the eight 4-conductor, straight-through phone cables to the
FaxPress E&M interface’s four RJ11 phone jacks marked Line 1, 2, 3 and 4. Make
sure pin 2 of the the cable’s RJ11 plug connects to pin 5 of the RJ11 plug on the
end of the cable, pin 3 connects to pin 4, etc.
4. Connect the other ends of the four phone cables to the first four of the eight RJ11
phone jacks marked Line 1, 2, 3, 4 on the front panel’s right side, i.e., the Fax-
Press’ fax server interface.
5. Connect one end of the remaining four phone cables to the fax server interface’s
phone jacks marked Line 5,6,7 and 8, and the other to the phone lines your com-
pany will use for outgoing faxes.
6. Reset the FaxPress 7500 using the power switch on the back of the unit.
7. Next, you must configure the FaxPress 7500’s server software according to the
steps described in Configuring the FaxPress 7500’s Server Software on page 316.
After the E&M trunks are connected and powered the FaxPress 7500 E&M is ready to pro-
cess and convert calls.

E&M Setup Tips

Use this information to help resolve any connectivity issues.
„ Make sure that the type of E&M trunk/tie card you’re using is E&M 2-wire, Type 1,
and confirm that switch originates on M.
„ Confirm grounding.
„ Most E&M issues are wiring related. The FaxPress 7500 E&M’s built-in VP200 E&M
converter is made by CTPX. Call CTPX at 1-651-293-0535 for tips, help or
troubleshooting.
„ Try the test procedure in Verifying FaxPress 7500 Function on page 318 to confirm
the FaxPress’E&M converter is functioning properly.

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E&M Type I Lead States

Use the E&M type I lead state information to determine E&M trunk/tie card status.
„ E&M trunk/tie card supervision from the PBX to the FaxPress 7500 E&M is via the M
lead.
„ E&M trunk/tie card supervision from the FaxPress 7500 E&M to the PBX is via the E
lead.
„ The E&M trunk/tie card to the FaxPress 7500 E&M is in idle condition when the M
lead is at ground potential.
„ The E&M trunk/tie card to the FaxPress 7500 E&M is in seized condition when the M
lead is in battery potential.
„ The E&M trunk/tie card is in idle condition when the E lead is open.
„ The E&M trunk/tie card is in seized condition when the E lead is at ground.
E&M Type 1 Lead States
Idle Active Lead
From switch to FP7500-E&M Ground Battery M
To switch from FP7500-E&M Open Ground E

Two Wire E&M Type I Wiring Configuration

The figure below shows you the wiring configuration on both the E&M trunk/tie card end
and on the FaxPress E&M converter end. The FaxPress’ built-in E&M converter is a CTPX
VP200, a two wire, E&M Type I, originate on E.

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Configuring the FaxPress 7500’s Server Software

FaxPress 7500 DID and FaxPress 7500 E&M require identical FaxPress 8.x server software
configuration. The FaxPress must be configured to recognize automatic inbound routing is
being used for the fax lines connected to the FaxPress’ DID or E&M interface, and not try
to use those fax lines for outbound faxes.
The PBX must also be configured to route incoming calls to the FaxPress and transmit only
the 3 or 4 digits associated with the FaxPress mailboxes, and no other digits. For specific
PBX configuration help, refer to your PBX documentation.
Follow these steps to configure your FaxPress 7500 DID or E&M for automatic inbound
routing:
1. Log onto FaxPress with supervisor privileges. (Start>Programs>Fax-
Press>FaxPress)
2. Go to FaxPress’s Main menu, select the fax server you are configuring for DID,
then right-click on the server name and left-click on Properties.
3. Select the Line Settings tab.
4. From the Fax Line drop down menu, choose the line connected to the FaxPress’
DID or E&M converter interface.

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5. Make sure Line Direction is set for Input only, and Routing Type is set for
PBX/DID. If necessary, enter the number of rings FaxPress allows before answer-
ing incoming calls. The default is 2 rings.
6. Select the Advanced Functions tab. Check the I am using DID for inbound
fax routing box, even if you’re using a 7500 E&M. Make sure the correct radio
button is selected in the Change Number of digits for DID trunk line field. Most
systems will be set for 4 digits but some may call for 3 digits only.
7. Click OK to exit the FaxPress Properties and return to FaxPress. Next, you’ll
configure FaxPress mailboxes with Mailbox IDs.

Note: The To enable DID receiving diagnostic mode option is a

troubleshooting aid. See FaxPress 7500 Issues and Solutions on page 319 for
more information on using this feature.

Configuring Mailbox IDs

To receive faxes through DID or E&M inbound routing, FaxPress mailboxes must be as-
signed mailbox IDs that associate them with their DID trunk or PBX phone numbers. All
mailbox IDs must consist of either three or four digits, depending on how many digits the
phone company, or your PBX, is passing to the FaxPress.
„ Example 1 – 3 digit IDs: You are assigned the phone numbers 555-9200 through
555-9299, and the phone company is passing along the last three digits of the
phone number. In this case, you would assign mailbox IDs 200 through 299 to those
FaxPress mailboxes using DID fax routing.
„ Example 2 – 4 digit IDs: You are assigned the phone numbers 555-8950 through
555-9050, and the phone company is passing along the last four digits of the phone
number. In this case, you would assign mailbox IDs 8950 through 9050 to those
FaxPress mailboxes that are to use DID fax routing.
Follow these steps to associate a FaxPress mailbox with one of the DID trunk or PBX E&M
tie card phone numbers:
1. Log onto FaxPress with supervisor privileges. (Start>Programs>Fax-
Press>FaxPress)
2. Expand the Administration branch, then click on Users.
3. Select a user from the list of users on the right.
4. Right-click on the user, then left click on Properties to bring up the User Prop-
erties screen.
5. Enter the last 3 or 4 digits of the users PBX/DID number in the Mailbox ID field.
If the phone company is passing along the last 3 digits, enter the last 3 digits of
the phone number in the box. If the phone company is passing along the last 4
digits, enter the last 4 digits of the phone number in the box.
6. Click OK to save and close.

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Receiving Misaddressed Faxes

If a fax is sent to a phone number for which there is no corresponding FaxPress mailbox,
FaxPress will, by default, reject the incoming fax.
In FaxPress 6.3 and above you may configure the FaxPress server to accept faxes sent to
a phone number without a corresponding FaxPress mailbox. The received faxes will be
stored in the FaxPress Unaddressed mailbox.
To configure the FaxPress server to accept incoming faxes sent to phone numbers without
FaxPress mailboxes, follow these steps:
1. Open the Castelle System folder on your hard drive. The number of fxcfg files in
the System folder correspond to the number of fax lines.
2. Double-click on an fxcfg file to bring up the notepad file. Type:
did_failure=1
as shown in the example below to allow incoming faxes sent to DID numbers without cor-
responding FaxPress mailboxes to be received and stored in the FaxPress Unaddressed
mailbox.
Conversely, type:
did_failure=0
to reject incoming faxes sent to numbers with no corresponding FaxPress mailboxes.

Configuring the Timeout Range

To specify the number of seconds the FaxPress should allow for incoming digit reception.
The timeout range is 1 to 15 seconds. The default value is 15 seconds.
To customize the timeout interval, type:
did_timeout=9

Verifying FaxPress 7500 Function

To verify that your FaxPress 7500 DID or E&M, and its built-in DID or E&M converter are
functioning properly, follow these steps:
1. Temporarily configure FaxPress with Line 1 set for Input only and DID and Line
5 set for Output only.
2. Confirm at least two FaxPress users are configured for DID use. That is, make sure
each user is assigned a mailbox ID.
3. Using FaxPress, send a test fax to one of the DID-configured FaxPress users. Use
only the 3 or 4 digit mailbox ID to send the test fax.
4. You should hear Line 5 call in through the Trunk and come out the Line-to-Line 1
on the front panel.

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5. You should hear a clicking noise inside the 7500 which is the line ringing.
6. The line will be picked up and the fax will be sent to the recipient’s mailbox.
If the above process works, and the test fax is received, the FaxPress 7500 is functioning
properly. Any problems your users may have sending or receiving faxes to other recipients
indicates a phone company issue with the DID Trunks or, in the case of the FaxPress 7500
E&M, a possible PBX or tie card issue.

FaxPress 7500 Issues and Solutions

The following information is intended to provide solutions for common 7500 routing issues.
For more detailed information about routing or DID integration, please refer to the auto-
matic routing technical notes Castelle provides.

Issue: The FaxPress is receiving incoming faxes but they do not go to any of the individual
fax boxes
Your phone equipment must actually be sending the same number of DTMF digits as you
have configured the FaxPress to receive, typically three or four digits. Castelle provides an
Enable DID receiving diagnostic mode utility to confirm that the correct number of
DTMF digits are, in fact, being sent.
To use this diagnostic mode utility, follow these steps:
1. Log onto FaxPress with supervisor privileges. (Start>Programs>Fax-
Press>FaxPress)
2. Go to FaxPress’s Main menu, select the fax server you are configuring for DID,
then right-click on the server name and left-click on Properties.
3. Scroll over to and select the Advanced Functions tab.
4. Check the box next to Enable DID receiving diagnostic mode.
5. Click OK. You’ll be prompted to reboot the workstation.
6. A dtmf.log file will now be created in the Castelle\serial number\fxdiag di-
rectory. Once you have rebooted the FaxPress server, the dtmf.log file should
start to capture the digits being sent through the CTPX cards to the FaxPress.
View the log file from a command prompt by changing directories to:
Castelle\serial number\fxdiag
If the dtmf.log does not begin capturing digits, take the line connected to the trunk in
question and disconnect it from the Line on the right side of the 7500.

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Connect a standard household (analog) phone to the first line going from the PBX to the
FaxPress. Call a DID number and pick up the phone’s handset when it rings. Listen to make
sure you hear only the correct number of digits being sent by the PBX.
Your phone system may be set up to add digits to the front or end of the numbers sent to
the FaxPress. It is imperative that the phone system not send these touch tones. By lis-
tening, you can tell if they are being added. If so, research the programming of the PBX
to determine if these digits can be removed.

Issue: FaxPress cannot send outgoing faxes

Make sure there are dial tones on all connections between the PBX and FaxPress. Also, test
to see if dialing 9 breaks the internal dial tone and connects you to the phone company’s
dial tone. If so, make sure that the FaxPress is configured to dial 9, first before sending
any outbound faxes.

FaxPress Interface LEDs

The FaxPress 7500’s interface LEDs are identical for both the FaxPress 7500 DID and the
FaxPress 7500 E&M.

DID and E&M Interface LEDs

Refer to these for equipment and operations status.
DID Interface LEDs
DID Line LED Indicates
A TRUNK A is waiting for a new call
TRUNK A is seized (in off-hook
state)
LINE A is seized (in off-hook
state)
B Green LED on TRUNK B is waiting for a new call
Red LED on TRUNK B is seized (in off-hook
state)
Yellow LED on LINE B is seized (in off-hook
state)
C Green LED on TRUNK C is waiting for a new call
Red LED on TRUNK C is seized (in off-hook
state)
Yellow LED on LINE C is seized (in off-hook
state)
D Green LED on TRUNK D is waiting for a new call
Red LED on TRUNK D is seized (in off-hook
state)
Yellow LED on LINE D is seized (in off-hook
state)

FaxPress 7500 Fax Server LEDs

The FaxPress 7500’s fax server LEDs are identical for both the FaxPress 7500 DID and the
FaxPress 7500 E&M.

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Refer to these LEDs for fax server operations status.

LED Indicates
LINE 1 Red LED on LINE 1 is seized
LINE 2 Red LED on LINE 2 is seized
LINE 3 Red LED on LINE 3 is seized
LINE 4 Red LED on LINE 4 is seized
LINE 5 Red LED on LINE 5 is seized
LINE 6 Red LED on LINE 6 is seized
LINE 7 Red LED on LINE 7 is seized
LINE 8 Red LED on LINE 8 is seized

100BT LED on 100 Base-T network is linked.

10BT LED on 10 Base-T network is linked.

DATA LED on Network activity.

ALERT LED on Uninterrrupted, indicates the system is in
an alert condition. The ALERT LED may
blink during the power up boot se-
quence.
READY LED on This LED should be continuously on
showing the system is in normal running
mode. It may blink during the power up
boot sequence.

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Technical Data, FCC and Safety Information

FaxPress 7500 Technical Data

Telephone Inter- Impedance 600/900 Ohm

face
Insertion Loss < 3dB
Trunk Resistance 0 Ohm to 1800 Ohm
Trunk Loop Cur- 16mA to 60mA
rent
Battery Feed Volt- -48VDC, +/-10%
age
TRUNK Resis- 0 Ohm to 400 Ohm
tance
Wink Duration 248ms nom.
Hook Flash Dura- 500ms
tion
Termination Trunk Side 4x RJ-11 for DID, 2 x 6
position 6 pin modular
for E&M
Line Side 4xRJ-11
Receive Signaling Dial Pulse

Pulse Rate 8pps to 20pps

Percent Break 32% to 80%
Interdigit Time 150ms min
DTMF

Sensitivity Range -25dBm to +3dBm

Tone Duration 40ms min
Interdigit Time 40ms min
Maximum Twist 10dB
Transmit Signaling DTMF FAST / SLOW
Digit Transfer De- 0.5s/1.0s
lay
Tone Duration 50ms/100ms
Interdigit Time 50ms/100ms
Ring Generation Ring Voltage 70Vrms max. @no load
Ring Frequency 58Hz, +/-10%
Maximum Ringer 1.5REN
Load
Environmental Operating Tem- +32F to +104F (OC to
perature +40 C)
Storage Tempera- -40F to +185 F (-40C to
ture +85 C)
Humidity 5% to 95%, non con-
densing

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FaxPress 7500 Technical Data

Dimensions Length 16.73

Height 3.47
Depth 14
Approvals FCC part 68

FCC part 15, class

A
UL

Power Supply 50Hz/60Hz

90VAC-250VAC
auto-ranging

FCC Part 68 Information

This equipment complies with Part 68 of the FCC Rules. The FCC Part 68 Label is located
on the back of the unit’s case. This label contains the FCC Registration Number for this
equipment. If requested, this information must be provided to your telephone company.
Connection to the telephone network should be made by using standard modular tele-
phone jacks, type RJ-11C.
The plugs and/or jacks used must comply with FCC Part 68 rules.
System Port Identification Facility Interface & Service Order Codes

Facilities Inter- Service Order

Port Identifier Network REN/AS
face Code Code Jacks
Line 1 - 8 02LS2 9.ON RJ11C 0.4A
DID Port 1 - 02RV2-T 6.ON RJ11C AS.2
8

If this telephone equipment compromises the telephone network, the telephone company
will notify you in advance of any temporary suspension of service that might be required.
If advance notice isn’t practical, however, the telephone company reserves the right to no-
tify the customer as soon as possible. You will also be advised of your right to file a com-
plaint with the FCC if you believe it is necessary.
The telephone company may make changes in its facilities, equipment, operations or pro-
cedures that could affect the proper functioning of your equipment. If so, you’ll be notified
in advance to modify your system to accommodate the changes. Advance modifications
should allow for uninterrupted service.

Note: DO NOT DISASSEMBLE THIS EQUIPMENT. It does not contain any

user serviceable components.

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Direct Inward Dialing (DID)

Allowing this equipment to be operated without providing for proper answer supervision is
a violation of Part 68 of the FCC rules.
Proper supervision is provided when:
1. This equipment returns answer supervision to the PSTN when DID calls are:
„ answered by the called station
„ answered by the attendant
„ routed to a recorded announcement that can be administered by the CPE user
„ routed to a dial prompt.
2. This equipment returns answer supervision on all DID calls forwarded to the PTSN.
Permissible exceptions are:
„ a call is unanswered
„ a busy tone is received
„ a reorder tone is received

E&M
FaxPress 7500-E&M must not be connected to the Public Telephone Network. The FaxPress
7500 E&M is not FCC Part 68 registered for connection to the Telephone Company Net-
work.

FCC Statement
This device complies with the limits for a Class A digital device, pursuant to Part 15 of the
FCC Rules. Operation is subject to the following two conditions:
This device may not cause harmful interference.
This device must accept any interference received, including interference that may cause
undesired operation.

Electrical Safety Advisory

Castelle recommends the installation of an AC surge arrestor in the AC outlet used with
this equipment. Telephone companies report that electrical surges, typically lighting tran-
sients, are very destructive to customer terminal equipment connected to AC power sourc-
es.

Safety Information
Voltage
The Castelle FaxPress 7500 operates only from a 90-250 volt, 60/50 Hz AC source. Do not
connect to any other power source.
Power Source
The FaxPress 7500 operates from a single-phase power source. Operation from power
sources where both current-carrying conductors are live with respect to ground (e.g.
phase-to-phase on a 3-wire system) is not recommended.

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Proper AC source grounding, and grounding circuit continuity are vital for safe oper-
ation

Power Cord
The FaxPress 7500 comes with a UL listed power cord.

Use only the 3-wire, 3-terminal power cord provided.

To preclude the possibility of electrical shock, do not ever remove the Faxpress 7500
case.

UL Safety Requirement
The FaxPress 7500 product chassis is connected to the earth ground prong of the AC power
supply connector for the purpose of safety protection. However, some buildings do not
have good earth ground connection to the AC power supply earth ground prong. In order
to provide a good protection from electrical shock, it is required to use a cable to tie the
product chassis to a known good earth ground of the building. The required contact of the
product chassis for the earth ground cable is at a screw (4-40 screw size) marked as
GROUND on the bottom panel of the chassis.

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Admin Guide > FaxPress Support Agreement

FaxPress Support Agreement

Subject to Castelle’s Terms and Conditions, upon Castelle’s receipt of a completed Web-
based Product Registration Form for the FaxPress Product ("Product"), Castelle will provide
you ("Customer") with the following support services for the Product at no charge ("Stan-
dard Support"):
Standard Support includes the following:

Hardware Warranty
A defective Product will be repaired and returned to you at no cost, including labor, parts
and one way shipping within one year from original date of registration. Under the war-
ranty terms, you must contact Castelle’s Technical Support for a diagnosis before returning
it for repair. A Pay Per Incidence (PPI) may apply. Technical Support can be reached by
phone at (408) 852-8080. Average repair time is between 7 and 10 working days. You are
responsible for one-way shipping charge.

Software Support
Castelle offers, at no additional cost, new software releases within 60 days of the original
equipment registration date. You can download minor software updates from the Castelle
Web site.

Technical Support
Technical support is offered free of charge for sixty (60) days from the original registration
date, via telephone, fax and email Monday to Friday, 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 information. We encourage you to make use of this valuable and
comprehensive resource first, before phoning for technical support. The Web site can be
accessed at http://www.castelle.com/support/.
The following additional options are available for a fee for support of Castelle Products:
1. Extended Support Services You must purchase an Extended Support Agreement in
order to receive the benefits listed below. The duration of the Extended Support is
twelve (12) months from the date of purchase of the agreement. Extended Sup-
port is available to you at the time of original equipment purchase or anytime
thereafter. Please contact Castelle’s Sales Department at 1-800-289-7555 or
email us at [email protected] for a quote. The benefits provided by Extended
Support are:

Hardware Warranty
A functionally equivalent replacement of the Product will be sent to you within one
business day, free of charge, after a Castelle technician has diagnosed that a re-
placement unit is needed. Castelle will make commercially reasonable efforts to
meet this goal. A purchase order or credit card is needed as collateral to cover the
cost of the Advance Swap. You are responsible for one-way shipping charge. This
benefit does not apply to obsolete Castelle products.

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 Admin Guide > FaxPress Support Agreement

Software Upgrades
You will receive free software upgrades proactively from Castelle within six (6)
weeks of all new releases. You can download minor software updates from the
Castelle Web site.

Technical Support
Support is provided at no charge for the term of the Agreement via email or tele-
phone, Monday to Friday, 6am to 5PM (PST), excluding Castelle holidays. Techni-
cal Support can be reached by phone at (408) 852-8080 or by fax at (408) 852-
8180 or by email at [email protected]. Castelle’s Customer Services Web site
offers 24/7 unlimited free access to useful product-specific technical information.
We encourage you to make sure of this valuable and comprehensive resource first,
before phoning for technical support.
2. Pay Per Incident Support and Services Technical Support is also available on 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 log on to Castelle’s Web site at www.castelle.com/
support/programs/default.htm, or call Castelle’s Sales Department at 1-800-289-
7555 for the current price of PPI. The service provided will be charged to your VI-
SA, MasterCard, or American Express card. Castelle will use reasonable commer-
cial efforts to provide support services in a professional manner but does not
guarantee that every question or problem will be resolved to your total satisfac-
tion.
3. Out of Warranty Repair If your Product is out of warranty and requires service, you
can call Castelle’s Sales Department at 1-800-289-7555 or email us at sales@cas-
telle.com for a price quote to repair your defective unit. Castelle warrants the re-
paired part and labor for a period of ninety (90) days.
4. Software Upgrade Support We offer 30 days of no charge technical support to cus-
tomers who purchase software upgrades.

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Admin Guide > Support Services Terms and Conditions

Support Services Terms and Conditions

1. Definitions
Current Release means the most current release of the Software listed on Cas-
telle’s published price list.
Error means the failure of the Software to perform substantially in accordance
with the Documentation.
"Documentation" means technical manuals and other documentation relating to
the use of the Hardware and Software, which are delivered with the Product.
"Hardware" means the fax server equipment provided as part of the Product.
"Previous Sequential Release" means the release of Software, which has been
replaced by the Current Release.
"Product" means Castelle’s FaxPress product which is enclosed herewith and
which has been purchased by Customer.
"Software" means the Castelle FaxPress Network Software programs contained
in the Product, including all corrections, modifications, enhancements, Upgrades
and Updates to such software, which may be provided to Customer by Castelle.
"Services" or "Support" means in general the services or support provided by
Castelle to Customer pursuant to and under the terms of this Agreement, whether
Standard Support or Extended Support as the case may be.
"Upgrades" means one (1) copy of all major revisions and corrections to the print-
ed Documentation and/or the Software that are made generally available by Cas-
telle to its customers who are entitled to receive Support Services.
"Updates" means one (1) copy of minor Software patches that are made generally
available by Castelle to its customers who are entitled to receive Support Services.
2. Customer Responsibilities
„ You will provide Castelle reasonable access to all necessary information and
personnel to answer questions about any problems reported by Customer re-
garding the Product. You also agree to promptly implement all Updates and
Upgrades provided by Castelle.
„ You will ensure that one Extended Support contract is associated only with one
registered Product.
3. Exclusions
„ Castelle has no obligation to provide any Support Services relating to prob-
lems arising out of: (i) Customer’s failure to implement all Upgrades and Up-
dates provided to Customer; (ii) use of the Software on a CPU other than the
designated CPU for which such Software was designed and licensed for use;
(iii) neglect, misuse, or accidental damage of the Hardware and/or Software;
(iv) modifications, corrections, or workarounds performed by a person not au-
thorized by Castelle; and (v) the use of the Software and/or Hardware with
computer hardware, software, supplies or materials not meeting Castelle’s
specifications as provided in the Documentation.
„ Castelle has no obligation to repair or replace any Hardware for any FaxPress
product models that Castelle has determined obsolete. •Castelle reserves the

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 Admin Guide > Support Services Terms and Conditions

right to decline to support any Hardware or Software that has not been on con-
tinuous support with Castelle or has been modified by Customer or a third par-
ty without Castelle’s responsible for paying Castelle’s then-current standard
charges to restore such Hardware or Software to a condition or version accept-
able to Castelle prior to Castelle starting Support Services.
„ Product Support Services do not include: (i) onsite services and expenses con-
nected with the installation, configuration, relocation, or reconfiguration of the
Hardware and/or Software; (ii) the cost of tools, accessories, media or other
expendables required by Castelle to perform any Support Services; or (iii)
maintenance or support of operating system software. Castelle does not pro-
vide a Product on loan.
4. Supported Versions of Software Upon the release of new Software, Castelle will
continue to support the two major releases prior to the new release as follows:
a. The release immediately prior to the new release will be supported indefinite-
ly.
b. The release prior to that will be supported for sixty (60) days following the of-
ficial release of the new release.
For example: When new release Version 3 is released and officially an-
nounced on March 1, Version 2 will be supported indefinitely. Version 1 will be
supported through April 30 of the same year.
5. Limited Warranty
CASTELLE WILL 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 CASTELLE IN THE COURSE OF PROVIDING SUCH SERVICES, CAS-
TELLE MAKES NO OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING, WITH-
OUT LIMITATION, ANY WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE,
MERCHANTABILITY OR NON-INFRINGEMENT. SOME STATES OR JURISDICTIONS
DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE LIM-
ITATION OR EXCLUSION MAY NOT APPLY TO YOU.
6. Limited Liability/Disclaimer of Damages
CASTELLE SHALL NOT BE LIABLE FOR COSTS OF PROCUREMENT OF SUBSTITUTE
SERVICES, LOSS OF PROFITS, INTERRUPTION OF BUSINESS, OR FOR ANY OTHER
SPECIAL, CONSEQUENTIAL OR INCIDENTAL DAMAGES, HOWEVER CAUSED,
WHETHER FOR BREACH OF WARRANTY, CONTRACT, TORT, NEGLIGENCE, STRICT
LIABILITY OR UNDER AN OTHER THEORY OF LIABILITY, EVEN IF CASTELLE HAS
BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES OR JU-
RISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL
OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY
NOT APPLY TO YOU. IN NO EVENT WILL CASTELLE’S TOTAL LIABILITY UNDER
THIS AGREEMENT FOR ALL CLAIMS CUSTOMER OR ANY THIRD PARTY OF WHAT-
EVER NATURE EXCEED MONIES PAID BY CUSTOMER TO CASTELLE PURSUANT TO
THIS AGREEMENT DURING THE PRIOR TWELVE MONTH PERIOD PRECEDING THE
EVENT GIVING RISE TO LIABILITY, MINUS ALL CLAIMS PREVIOUSLY PAID HERE-
UNDER. THIS LIMITATION IS CUMULATIVE FOR ALL CLAIMS HOWSOEVER ARIS-
ING. THE LIMITATIONS ABOVE SHALL APPLY EVEN IF THE REMEDIES PROVIDED
IN THIS AGREEMENT SHALL FAIL OF THEIR ESSENTIAL PURPOSE.

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7. Force Majeure
Castelle shall not be liable for any loss, damage, or penalty resulting from delay
due to causes beyond its control, including, without limitation, delays by it suppli-
ers or acts of God.
8. No Assignment
Customer shall not assign, delegate, subcontract or transfer any portion of it
rights, duties or obligations under these terms and conditions and any attempt to
do so will be void.
9. General
The provision of Support Services by Castelle to Customer will be governed for all
purposes by the laws of the State of California, USA without regard to conflict of
laws principles. If any provision of these 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.
If any provision of these Terms and Conditions is inconsistent with, or cannot be
fully enforced under, the laws of your jurisdiction, such provision will be construed
as limited to the extent necessary to be consistent with and fully enforceable under
such laws. This Agreement is the final, complete and exclusive agreement between
the parties relating to the subject matter hereof, and supersedes all prior or con-
temporaneous understandings and agreements relating to such subject matter,
whether oral or written. The parties agree to the nonexclusive jurisdiction of the
State and Federal Courts in the State of California, U.S.A. for all purposes under
this Agreement.

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Contact Information
Castelle Corporate Headquarters
855 Jarvis Drive, Suite 100
Morgan Hill, CA 95037
www.castelle.com
Castelle North America
Toll Free: +1.800.289.7555
Fax: +1.408.852.8100
E-mail: [email protected]
Web site: www.castelle.com

Technical Support
Castelle is committed 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.

North America
Tech Support: 1+408.852.8080
Tech Support Fax: 1+408.852.8180
Email: [email protected]

Hours of Operation
Monday thru Friday, 6:00 a.m. to 5:00 p.m. PST

Castelle UK and Europe

AMS Ltd. 6a Wolverton Rd.
Bournemouth
Dorset BH7 6HT
Phone: 44 (0) 1202 720012
Fax: 44 (0) 1202 393114
Email: [email protected]
Web: www.amslltd.com or www.castelle.co.uk

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Admin Guide > Contact Information

332
FaxPress Administrator Guide

Index
Admin Guide >

10Base-T
network connector 13
3 digit IDs 317
4 digit IDs 317

A-C

access rights 43
Add/Remove Programs 46
administration 43
administrator account
Xerox gateway 280
Administrator Utilities 135
ADSI
installing 173
advanced settings
server properties 101
archived faxes
filter received faxes 250
filtering 249
filtering transmitted faxes 249
archiving faxes
converting 248
email 248
printing 248
saving 248
sending 248
sorting 249
viewing 248
viewing properties 248
area codes
constructing complex fax numbers 113, 117
ASP custom database 48
assigned line user
fax line settings 111
attached faxes 276
Auto Registration, of users 276
Automatic Fax Routing 103
bill back codes, defining 204
building complex fax phone numbers 202
Castelle Programming Interface (CPI) 223

II
 Admin Guide >

Castelle Storage Server 32

Citrix
MetaFrame 43
NFuse 43
Published Applications 43
Citrix MetaFrame
about 43
client software
Faxmain 41
configuring
server
advanced properties 101
code set 127
dialing properties 112, 116
internet faxing 118
settings 110
storage reclamation 128
viewing properties 126
user
operator 163
privileges 163
router 163
supervisor 163
connections
line 309, 313
trunk 309, 313
constructing complex phone numbers 112, 116
converting
master cover pages 190
converting faxes
archived 248
Corporate Cover Page 177
corporate cover pages
creating 190
cover page
corporate 177
personal 178
templates 177, 187
Cover Page Editor
creating cover pages 187
cover page master
creating 187
cover pages 175, 276

FaxPress Administrator Guide III

Admin Guide >

adding variables 189

converting master cover pages 190
corporate 190
Cover Page Editor 187
creating master 187
personal 190
templates
creating 187
CPU speed, requirement 286
creating
corporate cover pages 190
cover page templates 187
cover pages
adding variables 189
Cover Page Editor 187
external phone book views 200
personal cover pages 190
saved faxes folders 252

D-E

databases
Microsoft Access 203
SQL 203
deleting
obsolete mailboxes 129
saved faxes 252
dialing rules
external database phone books 201
DID
and unidentified mailbox IDs 106
configuring the timeout interval of 106
routing
setting type 111
direction of fax line 111
Drop Directory 214
DropFax utility 214
DTMF
dialing procedure 106
routing
setting type 111
DTMF digits 319
duplicating users 150

IV
 Admin Guide >

duplication utility 150

email
archived faxes 248
saved faxes 252
email notice 276
email notifications 276
EPROM
upgrading the FaxPress servers 9
Ethernet 139, 143
European characters
configuring server 127
Exchange users
importing 168
external database phone books
dialing rules 201
external database phonebooks
accessing 199
external phone books
creating views 200

fax
email notificaton 276
Fax Line 316
fax lines
assigning 111
dialing type 111
PBX prefix 104
routing 111
setting direction 111
unaddressed faxes 111
fax phone numbers
automatic build 112, 116
building complex 202
designating area codes 113, 117
fax reporting 208
Fax Repository
creating 286
setup 278
Share name 278–279
faxes
archived properties 248

FaxPress Administrator Guide V

Admin Guide >

converting archived 248

creating saved faxes folders 252
email archived 248
filtering archived 249
incoming
unaddressed 96, 114
printing archived 248
saving archived 248
sending archived 248
sorting archived 249
viewing archived 248
Faxmain 317
FaxPress client 41
Faxmain folders
FaxPress Neighborhood 98
FaxPress
server selection for Xerox gateway 275
server software requirement 285
FaxPress 1500N 4
FaxPress 3500 4
FaxPress Accounts
locating a server 98
FaxPress Client
uninstalling 55
FaxPress client
installing 45
removing 45
FaxPress Neighborhood
folder 98
FaxPress server
moving 138, 142
filtering
archived faxe 249
archived received faxes 250
archived transmitted faxes 249
folders
FaxPress Neighborhood 98
FP Configurator for TCPIP 136
frame type 139, 143
fxcfg file
and DID failure 106

VI
 Admin Guide >

G-J

global groups 133

Single Siign On 130
GoldMine
interface installation 268
groups
global 133
serial 132
IEEE standard. 139, 143
importing Exchange users 168
importing NT groups
user accounts 173
importing NT user groups 173
incoming faxes
unaddressed 96, 114
incoming faxes, color paper 282
Information Storage 237
install
ADSI 173
Goldmine interface 268
NetWare Bindery server 28
server hardware 13
install mode 46
Installation and Configuration, overview 286
installing the FaxPress client
preparing the Terminal Server 45
requirements 45
international character support 182
internet faxing
configuring 118
IP address
defining network segment 13
Windows NT 13
IP address, of Xerox system 278
IPX
network protocols 28
IPX protocol 21, 24
jobqueue.cfg 215
joins in phone book view 202

L-N

FaxPress Administrator Guide VII

Admin Guide >

LEDs
DID Interface 320
Fax Server 320
server 13
Line Direction 317
line direction 111
Line Scheduler 149
Line Settings 316
line settings
unaddressed faxes 111
Linux
installation documentation 16
load balancing 43
load sharing 102, 123
local area network, requirement 286
locate the server 98
Mailbox IDs
configuring 317
mailbox IDs 103
mailboxes
importing NT users 173
removing obsolete 129
unaddressed 96, 114
mapping, user 276
mappings 276
microprocessor 6
Microsoft Access 203
NetWare Bindery
server installation 28
network connectors
10Base-T 13
network details
user settings 161
Network Packet Type 139, 143
network server, as gateway machine 278
networks
protocol 28
Non-Standard Published Applications 44
notification
received faxes 276
notifications 276
Novell Bindery
user authentication 133

VIII
 Admin Guide >

Novell NDS
groups 132–133
Novell users
creating users accounts 170
Single Sign On 170

O-P

obsolete mailboxes
removing 129
ODBC drivers 203
operating system, required for Xerox Gateway 286
operator privileges
privilege levels
operator 163
Outlook Direct
client-side option 47
paper colors
configuration 282
paper source and size, for printer 277
parallel printer 13
Password
for Fax Repository account 279
passwords 164, 169
PBX
and automatic fax routing 103
fax line settings
prefix 104
personal cover page 178
personal cover pages
creating 190
Phone Books
converting 140
phone books
accessing external database 199
creating external views 200
creating views
defining joins 202
phone numbers
building complex 202
contructing complex fax numbers 112, 116
dialing rules 201
specifying area codes 113, 117

FaxPress Administrator Guide IX

Admin Guide >

printer drivers
configuration 281
printers
parallel 13
serial 13
printing
archived faxes 248
fax success notification 275
incoming faxes 284
preferences 281
saved faxes 252
privilege levels
user 163
properties
archived faxes 248
protocols
IPX 21, 24, 28
Published Appications
non-standard 44
pulse dial
line settings 111

R-S

RAM, requirement 286

removing
obsolete mailboxes 129
RJ11
plug 310, 314
RJ-45 connector 13
router privileges
privilege levels
router 163
routing
automatic PBX 103
DID 103, 111
DTMF 111
setting type 111
Routing Type 317
SAP custom database 48
saved faxes
creating folders 252
deleting 252

X
 Admin Guide >

email 252
printing 252
send 252
viewing 252
saving
archived faxes 248
scan period 276
sending faxes
and image file corruption 299
archived faxes 248
internet 118
saved faxes 252
serial groups 132
serial number groups
Single Siign On 130
serial printer 13
server
configuring properties
advanced settings 101
dialing properties 112, 116
internet faxing 118
server information 126
server settings 110
storage reclamation 128
LEDs 13
locating
FaxPress Accounts 98
NetWare Bindery 28
server hardware
installation 13
service provider, requirements of 286
Share name 279
Share name, fax repository 278
SimpleFax utilities 222
Single Sign On 163
creating user accounts 170
global groups 130
serial number groups 130
SMB, protocol 278
SMTP port 276
Software Developers Kit (SDK) 222
sorting
archived faxes 249

FaxPress Administrator Guide XI

Admin Guide >

SQL database 203

storage reclamation
automatic 128
manual 128
Storage Server 32
supervisor privileges
privilege levels
supervisor 163
symbol set code
configuring server 127
system requirements 285

Technical Specifications 322

templates
cover page 177, 187
cover pages
creating 187
Terminal Server
and Add/Remove Programs 46
install mode 46
terminals 43
testing
Xerox Gateway 287
testing,
Xerox gateway system 286
Token Ring 139, 143
Tone dial
fax line settings 111
Trace Tool 277
transmitting faxes
from application 226
Troubleshooting
100BASE-T 296
10BASE-T 296
Active 298
active phone line. 299
Attached files 298
Bi-directional 298
boot cycle 294
carrier signal 299
Cover Page file 299

XII
 Admin Guide >

database corruption 297

diagnostic report 295, 297
disk space 297
failure description 298
file server disk space 297
full duplex access 295
fuse 295
fuse holder 294
International access code 298
Irrecoverable network errors 297
LEDs do not flash 294
Line Direction settings 299
line direction settings 298
line quality 299
Line Settings dialog box 298
memory 300
memory SIMM 296
network cable 296
network connection 296
network LED 296
Not Connected 298
Outgoing Faxes view list 298
Output Only 298
PBX 298
physical network type 297
power switch 295
Powering Up 294
pre-dial settings 298
Print Incoming Fax 300
printer type 300
Queued Faxes 298
rasterizing 298
Ready 298
replace the fuse 294
sharing the line 299
Storage Reclamation 297
times out 299
transmission speed. 296
UNADDRESSED mailbox 300
ZQ Directory 300

FaxPress Administrator Guide XIII

Admin Guide >

U-Z

unaddressed mailbox
default incoming fax location 96, 114
fax line settings
server 111
Upgrading a Previous MSI Package 39
user accounts 173
accessing Novell user groups 170
network details 161
Single Sign On 170
user authentication
Novell Bindery 133
user duplication utility 150
User Map 276
user mapping 276
user privileges 163
User Properties 317
users
duplicating 150
viewing
archived faxes 248
saved faxes 252
server properites 126
Windows NT
IP Address 13
Windows Server 2003 17
flashing the FaxPress EPROM for 9, 17
Windows XP
and image file corruption 299
WNTCONF 138, 142
WordFax 227
sending faxes using 227
Xerox Gateway software
configuration 286
Xerox Gateway workstation 279–280, 286
Xerox print drivers
configuration 286
installation 286
installing 281
Xerox Server Fax Kit
configuration 286
requirement 284–285

XIV
 Admin Guide >

XeroxDrop 278
XSM folder 279
ZQ directory 300

FaxPress Administrator Guide XV

©2007, Castelle®. All Rights Reserved. FaxPress 9.1 Administrator, User, & Email Gateways Guide
P/N 61-1281-001C