Castelle FaxPress Specifications Page 1

FaxPress The Integrated Network Fax ServerThe Integrated Network Fax ServerThe Integrated Network Fax ServerThe Integrated Network Fax ServerAdministr

xSending Faxes from Faxmain______________________________________________ 12-8Addressing the Fax___________________________________________________

FaxPress Administrator’s Guide3—68. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed on your workstation, and this

Installing the Administrator Client Installing the Client3—710. You can use the Personal Folders screen to identify where to store your personal files

FaxPress Administrator’s Guide3—812. If you choose to copy the Documents folder, this Documents Directory screen will appear, requiring you to specify

Installing the Administrator Client Installing the Client3—914. If you are re-installing the FaxPress software, an Installation Information window wil

FaxPress Administrator’s Guide3—10Creating a Remote InstallationThe FaxPress remote installation program allows you to preconfigure the client install

Creating a Remote Installation Installing the Client3—112. To create a remote FaxPress client installation, click on the Create remote installation fo

FaxPress Administrator’s Guide3—124. So that all of your FaxPress users can access the remote client installation, choose either a network path or a s

Installing the FaxPress Users’ Client Installing the Client3—13Installing the FaxPress Users’ ClientPrior to installing the FaxPress client software f

FaxPress Administrator’s Guide3—142. The Welcome screen requires you to click Next>.3. Select User Installation.

Installing the FaxPress Users’ Client Installing the Client3—154. The Default protocol for a FaxPress screen requires you to select the network protoc

xiSetting Personal Preferences___________________ 14-1Overview ______________________________________________________________ 14-2Setting Personal F

FaxPress Administrator’s Guide3—165. If you choose IPX/SPX, setup will confirm Microsoft Client for NetWare is installed on your workstation, and this

Installing the FaxPress Users’ Client Installing the Client3—177. You can use the Personal Folders screen to identify where to store your personal fil

FaxPress Administrator’s Guide3—188. Click on Next to display the Select Program Folder window.The setup program will add items to the folder in the P

Installing the FaxPress Users’ Client Installing the Client3—1910. To start using FaxPress 7.0 Client, you should first restart your computer. Choose

FaxPress Administrator’s Guide3—20Installing the FaxPress Client on Microsoft Windows Terminal ServerRunning the FaxPress 7.0 client software on a Mic

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—21About Citrix MetaFrame The Citrix MetaFrame add-on packag

FaxPress Administrator’s Guide3—22FaxPress Supported Terminal Server and Citrix MetaFrame/ WinFrame Versions FaxPress Software Version 7.0 Micro

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—23Terminal Server, Citrix, and FaxPress on your NetworkThe

FaxPress Administrator’s Guide3—24Running the FaxPress Client Setup for Microsoft Windows Terminal ServerInstalling the FaxPress client on a Terminal

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—25Note: If you are running FaxPress version 5.x or older, u

xiiOverview ___________________________________________________________ 18-3Create a Cover Page Master_____________________________________________

FaxPress Administrator’s Guide3—26Installing the FaxPress client from Add/Remove Programs in the Control Panel automatically puts the Terminal Server

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—273. After exiting out of the Castelle Fax Press setup, ope

FaxPress Administrator’s Guide3—286. Click Next>.7. In the Run Installation Program window, install.exe will appear in the Command line for install

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—298. In the Change User Option window, select All users beg

FaxPress Administrator’s Guide3—3010. From the Select Components screen, select Install FaxPress Client for Microsoft Terminal Server, then click Next

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—3112. In the Destination path screen, confirm the Destinati

FaxPress Administrator’s Guide3—3214. In the Choose Folder window, select FaxPress.15. Click Next>.

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—3316. The Personal Folders screen requires you to specify a

FaxPress Administrator’s Guide3—3418. The FaxPress Outlook Direct for Terminal Server clients provides you the option of installing the FaxPress Outlo

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—3519. In the Setup Complete window, select No, I will resta

Merging Faxes _______________________________ 21-1Overview ______________________________________________________________ 21-2Preparing for Installa

FaxPress Administrator’s Guide3—3621. When the Finish Admin Install window appears, click Finish, then reboot the Terminal Server. After rebooting, lo

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—37To set up an Adobe published app, for example, follow the

FaxPress Administrator’s Guide3—38The daemon is provided with concurrency issue handling; it internally ensures that only one copy of it is active. Ap

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—392. In the mail Properties window, click Show Profiles. 3

FaxPress Administrator’s Guide3—404. In the user’s Properties window, with the Services tab selected, click Add. 5. In the Add Services to Profile win

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—416. The Login tab of the FaxPress Transport Properties dia

FaxPress Administrator’s Guide3—427. This Login successful message will appear if the transport is able to connect to the Faxpress server. Click OK.8.

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—439. From the user’s mail Properties dialog box, and select

FaxPress Administrator’s Guide3—4411. From the Add Address List window, select Contacts and click Add. Click Close to save and exit. 12.Contacts shoul

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—4513. Close all programs and reboot the Terminal Server. Af

xivB Appendix _________________________________ B-1Troubleshooting _____________________________________________________ B-1C Appendix _____________

FaxPress Administrator’s Guide3—46To assign the FaxPress Server an IP address, follow these steps:1. On a Windows 95/98, Me, NT or 2000 workstation wi

Installing the FaxPress Client on Microsoft Windows Terminal Server Installing the Client3—473. Enter an IP address in the FaxPress IP Address field,

FaxPress Administrator’s Guide3—48Installing Software from the NetworkTo use the client workstation installation program stored on the network during

Uninstalling the FaxPress Client Installing the Client3—49Uninstalling the FaxPress ClientThe Castelle FaxPress Setup includes a FaxPress Client unins

FaxPress Administrator’s Guide3—502. To uninstall the FaxPress Client, select the To uninstall the FaxPress Client button. 3. There are two FaxPress C

Installing Add On Products 4 What’s In This ChapterAdd-On Products Overview ...

FaxPress Administrator’s Guide4—2Add-On Products OverviewAdd-on products on the Castelle FaxPress 7.0 CD include email integration and third party int

Add-On Products Overview Installing Add On Products4—3Fax ArchiveFax Archive is a feature rich fax database/archiving service available to both admini

FaxPress Administrator’s Guide4—4Installing the Add On ProductsTo locate the add-on products included on FaxPress 7.0 CD, follow these steps:1. Log on

Installing the Add On Products Installing Add On Products4—54. From the Welcome to the FaxPress Installation screen, click Next>.5. From the Select

Part 1FaxPressAdministrator’sGuide

FaxPress Administrator’s Guide4—66. In the next Select Components screen, select Add On Products.7. Click Next>.

Installing the Add On Products Installing Add On Products4—78. Choose from the list of Castelle’s current Add On products.For specific instructions on

FaxPress Administrator’s Guide4—8

Configuring FaxPress 5 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide5—2OverviewThe FaxPress server is ready for basic operation without additional configuration (in non-complex environment

Logging into FaxPress Configuring FaxPress5—3Logging into FaxPressYou login to FaxPress through the client desktop by selecting the Faxmain icon in yo

FaxPress Administrator’s Guide5—42. If this is the first time you have opened FaxMain, you may be prompted to activate your FaxPress 7.0 software if y

Logging into FaxPress Configuring FaxPress5—5– If you are using a Windows NT network, all servers on the same net-work segment can be automatically lo

FaxPress Administrator’s Guide5—62. Click on the FaxPress Accounts... button to displayed the FaxPress Accounts dialog box.All the FaxPress servers in

Logging into FaxPress Configuring FaxPress5—72. Click on the FaxPress Accounts... button to displayed the FaxPress Accounts dialog box.Note: The TCP/I

FaxPress Administrator’s Guide

FaxPress Administrator’s Guide5—8Login to a FaxPress ServerTo log into a FaxPress server, do one of the following:1. Double click the appropriate serv

Logging into FaxPress Configuring FaxPress5—9Configuring the Supervisor Account1. Configure your supervisor account by right clicking on your Supervis

FaxPress Administrator’s Guide5—103. Set the password for the Supervisor user account by clicking on the Set Password button. The Change Password dial

Configuring Server Settings Configuring FaxPress5—11Configuring Server SettingsTo configure the Server Settings: 1. Click on the Server Settings tab t

FaxPress Administrator’s Guide5—12– If the result is “Code page 437”, set the symbol code to PC-8. This is the setting to be expected on US Windows PC

Configuring Line Settings Configuring FaxPress5—13Configuring Line SettingsFaxPress servers may have 1, 2, 4, or 8 fax lines. Each FaxPress server fax

FaxPress Administrator’s Guide5—14Note: The Fax line properties can also be configured through the Fax Lines folder under the Administration branch. F

Configuring Line Settings Configuring FaxPress5—159. In the Line Direction section, select the direction of communication you want the line to handle.

FaxPress Administrator’s Guide5—16Configuring Storage Reclamation The FaxPress stores incoming and outgoing faxes, notices and transaction logs on the

Configuring Storage Reclamation Configuring FaxPress5—172. Select the Storage Reclamation tab to display the dialog box.Note: The FaxPress server susp

Introducing the FaxPress 1 What’s In This ChapterAbout the FaxPress Network Fax Servers ... 1-2FaxPr

FaxPress Administrator’s Guide5—18groups on NDS. For more information on Single Sign On, refer to "Using Single Sign On (SSO)" on page 7-15.

Configuring Internet Faxing Configuring FaxPress5—19Configuring Internet FaxingThe FaxPress has a software module called “Castelle Internet Faxing” to

FaxPress Administrator’s Guide5—20You can configure a local FaxPress server to use a remote unit to:• Fax all faxes addressed to another country• Fax

Configuring Internet Faxing Configuring FaxPress5—21•Use internet fax also for local calls (without a long distance prefix).•Send fax through local ph

FaxPress Administrator’s Guide5—22• Fax all faxes addressed to another area code within a country• Fax all faxes addressed to a specific fax number pr

Configuring Internet Faxing Configuring FaxPress5—234. Specify phone number selection criteria.When the local server sees a fax number, it will parse

FaxPress Administrator’s Guide5—24ReceivingIf CIF for incoming job is enabled:When FaxPress receives a CIF job, if the job’s fax number matches its ow

Configuring Dialing Properties Configuring FaxPress5—25Configuring Dialing PropertiesWith a fax machine, dialing a number simply consists of dialing a

FaxPress Administrator’s Guide5—26To configure Dialing Properties:1. Select the Dialing Properties tab to configure your FaxPress server dialing requi

Configuring Dialing Properties Configuring FaxPress5—27required for any number dialed whose area code does not match the area code of the FaxPress.•Fo

FaxPress User’s Guide1—2About the FaxPress Network Fax ServersCastelle's FaxPress network fax servers offer a variety of easy-to-use, economical

FaxPress Administrator’s Guide5—286. You can set the rules for dialing Area codes in the US or Canada by clicking the Area Code Rules button at the bo

Configuring Dialing Properties Configuring FaxPress5—29ton in the Dial long distance preambles with the following prefixes: area.b. Likewise, when mak

FaxPress Administrator’s Guide5—30Configuring Advanced FunctionsSelect the Advanced Functions tab in the FaxPress Server Properties screen to configur

Configuring Advanced Functions Configuring FaxPress5—31sent out successfully. The sent faxes will show up in the outgoing faxes list with status SENT.

FaxPress Administrator’s Guide5—327. If you are using DID for routing faxes, click I am using DID for inbound fax routing. When you enable this featur

Configuring Advanced Functions Configuring FaxPress5—33•Load Sharing— This is used to configure your FaxPress server to act as a slave for either NT o

FaxPress Administrator’s Guide5—34Configuring User Authentication (SSO)Accessing Novell Users with Single Sign On (SSO)FaxPress Single Sign On (SSO) m

Configuring User Authentication (SSO) Configuring FaxPress5—35•Bindery File Server Authentication — User needs to be logged on to a specified Novell F

FaxPress Administrator’s Guide5—36In an NDS environment, these groups will be created in the same context in which the FaxPress is installed.In a Nove

Configuring User Authentication (SSO) Configuring FaxPress5—37to login for the first time, he will be prompted with a message prompting him to either

About the FaxPress Network Fax Servers Introducing the FaxPress1—3and print queues stored on the network file server, monitors and manages the modems,

FaxPress Administrator’s Guide5—38If a new mailbox is created, the user’s network logon name will be used as the mailbox name. The user’s “Fully quali

Configuring User Authentication (SSO) Configuring FaxPress5—393. Use the right arrow at the top of the properties dialog box to leaf through the serve

FaxPress Administrator’s Guide5—404. Select the method of user authentication that you would like to utilize in How should FaxPress authenticate users

Configuring User Authentication (SSO) Configuring FaxPress5—41FaxPress will create the serial number groups in the new location. The Authorization Con

FaxPress Administrator’s Guide5—422. If you want to use a Novell Bindery File Server for authentication, from the User Authentication dialog box, clic

Configuring User Authentication (SSO) Configuring FaxPress5—43• Novell users new to FaxPressa. For new FaxPress users, select Set password to and ente

FaxPress Administrator’s Guide5—445. Click on OK to return to the User Authentication dialog box. When you have completed configuring your user authen

Viewing Server Information Configuring FaxPress5—45Viewing Server Information1. To view your server installation configuration parameters, click on th

FaxPress Administrator’s Guide5—462. Click on the Advanced button to review the server hardware configuration settings.

Load Sharing Configuring FaxPress5—47Load SharingLoad sharing between FaxPress servers provides a way for a FaxPress to share its outbound fax loads.

IMPORTANT NOTICE©2003, Castelle. All Rights Reserved. Part No. 61-1226-001 rev B. This material is protected by international copyright laws. Reproduc

FaxPress User’s Guide1—4FaxPress Server Models and SpecificationsThe FaxPress product line ranges from a single line FaxPress SBE for the small office

FaxPress Administrator’s Guide5—48• Both FaxPress servers must be installed on the same network sharable hard drive in the same context and/or with th

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—49Automatic Routing: PBX and FaxPress Integration Integration with a PBX or DID

FaxPress Administrator’s Guide5—50For 4 digit mailbox IDs, FaxPress can:• from a 16 character set, strip 10 characters in front of the 4 digit mailbox

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—51Once the FaxPress modems are connected to the PBX analog ports you will need t

FaxPress Administrator’s Guide5—522. Click on the Line Settings tab to display the Line Settings dialog box.In the PBX Pre-dial edit box, enter the pr

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—533. Select the Dialing Properties tab. If your PBX system requires passwords fo

FaxPress Administrator’s Guide5—544. Select the Advanced Functions tab.Select I am using DID for inbound fax routing. When you enable this feature, an

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—55To configure the User Properties for automatic fax routing via PBX, follow the

FaxPress Administrator’s Guide5—56Receiving Faxes without a Corresponding Mailbox IDIf a fax is sent to an identifier number for which there is no cor

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—572. Double-click on an fxcfg file to bring up the fxcfg text file. Type:did_fai

FaxPress Server Models and Specifications Introducing the FaxPress1—5FaxPress 7000The FaxPress 7000 is designed for medium-to-heavy fax traffic. It is

FaxPress Administrator’s Guide5—58To customize the timeout interval, type:did_timeout=9as shown below.DTMF Automatic Fax RoutingIn DTMF automatic rout

Automatic Routing: PBX and FaxPress Integration Configuring FaxPress5—59the Unaddressed mailbox, where they must be viewed and manuallly routed by a u

FaxPress Administrator’s Guide5—60

Administrator Utilities 6 Overview ... 6-2Adm

FaxPress Administrator’s Guide6—2OverviewThis chapter describes the windows-based FaxPress Administration Tools group of utilities available for the a

Administrator Utilities Administrator Utilities6—3Administrator Utilities1. The FaxPress Administrator Client utilities, in the Administration Tools f

FaxPress Administrator’s Guide6—4Accessing the Administration Tools To access the Administration Tools, follow these steps:1. Go to Start>Programs&

FP Configurator for TCPIP Administrator Utilities6—5FP Configurator for TCPIPThe FP Configurator for TCPIP utility Windows based utility that allows y

FaxPress Administrator’s Guide6—61. If want to move your server installed on a Windows NT network, you will first need to change the IP address. Enter

FP Configurator for TCPIP Administrator Utilities6—72. To set the flag for capturing network traffic data during the boot up period, click Set boot ca

FaxPress User’s Guide1—6Recommended Number of Users5 - 50 5 - 100 5 - 500 5 - 500 5 - 500Memory Configuration 8MB 8MB 32 MB 32MB 32 MBNetwork Topology

FaxPress Administrator’s Guide6—8a. Designate the file name and location by clicking the Browse button.The file format is compatible with Microsoft ne

FP Configurator for TCPIP Administrator Utilities6—91. You can set the frame type the FaxPress uses by clicking Advanced Settings button. The followin

FaxPress Administrator’s Guide6—102. Enter the new Password in the Password text box, and retype it in the Confirm Password text box.Note: If you chan

FP Configurator for IPX Administrator Utilities6—11FP Configurator for IPXThe FP Configurator for IPX utility lets you view and change the FaxPress’ I

FaxPress Administrator’s Guide6—121. If you want to move your server installed on a Novell IP network, you will first need to change the IP address. C

FP Configurator for IPX Administrator Utilities6—132. To set the flag for capturing network traffic data during the boot up period, click Set boot cap

FaxPress Administrator’s Guide6—14a. Designate the file name and location by clicking the Browse button.The file format is compatible with Microsoft n

FP Configurator for IPX Administrator Utilities6—151. You can set the frame type the FaxPress uses by clicking Advanced Settings button. The following

FaxPress Administrator’s Guide6—162. Enter the new Password in the Password text box, and retype it in the Confirm Password text box.3. After you have

FP Configurator for IPX Administrator Utilities6—171. Go to the PhoneBook Conversion folder and click on PB3to4.exe to display the pb3to4 dialog box,

FaxPress Server Models and Specifications Introducing the FaxPress1—7Maximum power 9 Watts 9 Watts 40 Watts 40 Watts 40 WattsHeight 1.5” 2.2” 3.12” 3.

FaxPress Administrator’s Guide6—18• serial_number is the serial number of the FaxPress server where the phone book is located.• id_number is a number

Importing Microsoft Exchange Users Administrator Utilities6—19Importing Microsoft Exchange UsersThe Import Microsoft Exchange Users utility can be use

FaxPress Administrator’s Guide6—204. From the Microsoft Exchange Global Address List, select a user or group to import, then click OK..

Documents Administrator Utilities6—21DocumentsThe Administration Tools’ Documents folder provides access to FaxPress documentation folders. Access the

FaxPress Administrator’s Guide6—22Inbound Faxes: Using the FaxPress DropFax UtilityThe FaxPress DropFax utility creates an easily accessible directory

Inbound Faxes: Using the FaxPress DropFax Utility Administrator Utilities6—233. In the Configuration window, with the Server tab selected, select a Fa

FaxPress Administrator’s Guide6—24Using the FaxPress User Duplication UtilityThe FaxPress user duplication utility, DupUser.exe, can be used to replic

Using the FaxPress User Duplication Utility Administrator Utilities6—253. In the Server Name list, select the FaxPress server you’d like to copy the F

FaxPress Administrator’s Guide6—265. Click the Replicate button.6. In the DupUser window screen, click Yes.

Using the FaxPress User Duplication Utility Administrator Utilities6—277. Click OK.

FaxPress User’s Guide1—8Package ContentsThe FaxPress shipment contains: • An SBE, 2500, 5000, 7000 or 7500 FaxPress fax server • A Castelle FaxPress 7

FaxPress Administrator’s Guide6—28Importing Network Users1. Go to Start>Programs>FaxPress>Administration Tools>Import Network Users. The U

Importing Network Users Administrator Utilities6—29a group within a domain and to select the specific user group or domain to add to FaxPress.a. Selec

FaxPress Administrator’s Guide6—30Note: The path for your domain or group must conform to ADSI standards; for example: WinNT://MyGroup/MyDomainc. When

Importing Network Users Administrator Utilities6—314. Specify privileges for new users in the User Setting for New Users dialog box.You can use the dr

FaxPress Administrator’s Guide6—325. If the FaxPress is configured for DID or DTMF automatic routing, you may assign mailbox ID numbers to all users y

Importing Network Users Administrator Utilities6—336. From the group you have chosen, specify some or all users.Click on the >> button to move s

FaxPress Administrator’s Guide6—347. If there are FaxPress users without NT privileges, you will have a chance to correct the situation.This screen pr

Importing Network Users Administrator Utilities6—358. Review your choices in the Option Verification Window.If everything is right, click on Finish or

FaxPress Administrator’s Guide6—369. After the program completes creating the new mailboxes, a prompt appears informing you that the operation is done

Line Scheduler Administrator Utilities6—37Line SchedulerThe FaxPress Line Scheduler utility allows the FaxPress administrator to automatically change

About the Castelle FaxPress 7.0 CD-ROM Introducing the FaxPress1—9About the Castelle FaxPress 7.0 CD-ROMThe Castelle FaxPress 7.0 CD-ROM provides:• Fa

FaxPress Administrator’s Guide6—383. In the Configuration window, with the Servers tab selected, add a server to the Scheduled servers list by selecti

Line Scheduler Administrator Utilities6—39Stopping the Line SchedulerTo stop the Line Scheduler utility, follow these steps:1. Open the Windows Task M

FaxPress Administrator’s Guide6—40

Managing Users 7 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide7—2OverviewCreating Faxmain UsersThere are three ways to add user accounts:•Create an Individual Account— Parameters can

Overview Managing Users7—3Configuring the UserRegardless of which approach you use to create FaxPress users, each user can be individually configured

FaxPress Administrator’s Guide7—4Creating User AccountsFor an individual user, the account, delivery, receipt, and printer parameters are set in a use

Using Microsoft Active Directory Services Managing Users7—5Using Microsoft Active Directory ServicesWith a single utility, you can create a FaxPress u

FaxPress Administrator’s Guide7—6Importing NT Users1. Run the Import Network Users.exe file located in to your FaxPress\Administration Tools directory

Using Microsoft Active Directory Services Managing Users7—7a group within a domain and to select the specific user group or domain to add to FaxPress.

FaxPress User’s Guide1—10DocumentationPrinted DocumentationNew unit purchases of a 2500, 5000, 7000 or 7500 FaxPress fax server come with two printed

FaxPress Administrator’s Guide7—8Note: The path for your domain or group must conform to ADSI standards; for example: WinNT://MyGroup/MyDomainc. When

Using Microsoft Active Directory Services Managing Users7—94. Specify privileges for new users in the User Setting for New Users dialog box.You can us

FaxPress Administrator’s Guide7—105. If the FaxPress is configured for DID or DTMF automatic routing, you may assign mailbox ID numbers to all users y

Using Microsoft Active Directory Services Managing Users7—116. From the group you have chosen, specify some or all users.Click on the >> button

FaxPress Administrator’s Guide7—127. If there are FaxPress users without NT privileges, you will have a chance to correct the situation.This screen pr

Using Microsoft Active Directory Services Managing Users7—138. Review your choices in the Option Verification Window.If everything is right, click on

FaxPress Administrator’s Guide7—149. After the program completes creating the new mailboxes, a prompt appears informing you that the operation is done

Using Single Sign On (SSO) Managing Users7—15Using Single Sign On (SSO)If you are using a Novell network and the users you want to provide access to F

FaxPress Administrator’s Guide7—16Assign Users to GroupsUse your Novell administrative tools to assign users to the FaxPress groups. Refer to "Co

Using Single Sign On (SSO) Managing Users7—171. Based on the specified method of authentication, Faxmain will verify that the user is logged into the

Castelle Resources Introducing the FaxPress1—11Castelle ResourcesCastelle Corporate Headquarters855 Jarvis DriveMorgan Hill, CA 95037www.castelle.comC

FaxPress Administrator’s Guide7—18b. If you select I am a new FaxPress User, please create and specify the name of the mailbox in the mailbox edit box

Configuring User Properties Managing Users7—19Configuring User PropertiesOverviewThere are six separate tabs for configuring the user:•User Account —

FaxPress Administrator’s Guide7—20from the context menu. The User Properties dialog box will be displayed with the User Account tab activated.2. Enter

Configuring User Properties Managing Users7—21•User — Can send, list, hold, view, print, save, discard, and cancel per-sonal faxes. Also can create an

FaxPress Administrator’s Guide7—22Configuring Delivery Options for Outgoing FaxesTo configure the outgoing fax delivery options for a user account:1.

Configuring User Properties Managing Users7—23notification that each time a fax is successfully sent, activate the Print notification radio button. Th

FaxPress Administrator’s Guide7—24Configuring Fax Receipt ParametersTo configure the forwarding and fax disposition option for the users faxes:1. Righ

Configuring User Properties Managing Users7—25c.Forward to Remote Fax — If you want all personal incoming faxes to be automatically forwarded to anoth

FaxPress Administrator’s Guide7—262. Select the Printer Configuration tab.3. Select the type of printer device, i.e. printer port or a print queue, in

Configuring User Properties Managing Users7—27•NT HOST Name— The name of the host computer on which the printer you want to use is connected.•Printer

FaxPress User’s Guide1—12• The version number of the network software you are using (e.g., NetWare 3.12).• The network topology (e.g., Ethernet).• The

FaxPress Administrator’s Guide7—28•Use Default FaxPress Print Queue— This is printer queue that was created when you installed the FaxPress server sof

Configuring User Properties Managing Users7—29This dialog box contains the information the FaxPress server uses to send print jobs to a Novell NDS net

FaxPress Administrator’s Guide7—30•Other PCL— Select this radio button if the printer is a non-HP printer but is HP compatible.Note: For printers that

Configuring User Properties Managing Users7—312. Select the Archive Settings tab.3. To select a database, click either Microsoft Access Database or Mi

FaxPress Administrator’s Guide7—32Network DetailsTo view the Network details for this user:To configure a printer for a user:1. Right click on the use

Configuring User Properties Managing Users7—33•Remove Network Association— If this FaxPress mailbox is associated with a network user through Single S

FaxPress Administrator’s Guide7—34

Administering FaxPress 8 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide8—2OverviewFaxPress provides a host of functions for tailoring FaxPress to your system environment directly through the

Administration Folders Administering FaxPress8—3Administration FoldersThe following is a brief discussion of each of the Administration folders:Unaddr

Installing the Server 2 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide8—4Allows you to view and manage the FaxPress transaction log files. FaxPress' transaction logs contain information

Administration Folders Administering FaxPress8—5Fax LinesThrough the Properties menu in this folder you can configure your fax lines. Refer to "C

FaxPress Administrator’s Guide8—6Managing Transaction LogsThe Transaction Logs folder in the Administration (Supervisor) branch of Faxmain, allows you

Managing Transaction Logs Administering FaxPress8—73. Click on either Received Logs or Transmitted Logs. The Transaction Log dialog box will be displa

FaxPress Administrator’s Guide8—8•Line—FaxPress line number on which the fax was receivedFor transmitted transactions:•Sent by—Sender of the fax•To—Re

Managing Transaction Logs Administering FaxPress8—9To Save Transaction Logs1. Right click on the folder for either Transmitted Logs or Received Logs.2

FaxPress Administrator’s Guide8—10Defining Bill Back CodesAlthough FaxPress users can designate a bill back codes whenever they are sending a fax, the

Defining Bill Back Codes Administering FaxPress8—115. Select Add to display the Add New Bill Back Code dialog box.6. In the Bill Back Code edit box, e

FaxPress Administrator’s Guide8—12Product Activation KeyThe FaxPress server's FaxPress 7.0 software must be activated with a Product Activation K

Product Activation Key Administering FaxPress8—132. Next, in the Product Activation Key screen, click the Obtain Key From Web button to go to Castelle

iii

FaxPress Administrator’s Guide2—2OverviewThis chapter describes:• How to connect the FaxPress hardware to the network.• How to install the FaxPress se

FaxPress Administrator’s Guide8—14Configuring Fax ApprovalFax Approval provides the administrator with an easy to use mechanism for imposing approval

Configuring Fax Approval Administering FaxPress8—152. Expand the Approval folder under Administration (Supervisor).3. Double click on the Users Need A

FaxPress Administrator’s Guide8—16Select ApproversNote: FaxPress approvers must have either Supervisor or Operator privileges.To assign Fax Approvers,

Configuring Fax Approval Administering FaxPress8—174. The new screen Approvers is displayed. The left panel displays all the available users with Supe

FaxPress Administrator’s Guide8—182. Expand your Mailbox and select the Outgoing Faxes Queue folder.All the faxes currently in the queue will be liste

Configuring Fax Lines Administering FaxPress8—19Configuring Fax Lines1. Login to Faxmain with supervisor privileges.2. Expand the Administration branc

FaxPress Administrator’s Guide8—204. Select Properties from the context menu, and the following Fax Line Settings dialog box will be displayed.5. The

Creating Corporate Phone Books Administering FaxPress8—21Creating Corporate Phone BooksThere are two different types of Corporate Phone Books, FaxPres

FaxPress Administrator’s Guide8—22Create FaxPress Phone BooksTo create Corporate FaxPress Phone Books:Create a Group1. Log into your FaxPress server w

Creating Corporate Phone Books Administering FaxPress8—235. To add members to the group, right click on the Group name and select Add Member. The Edit

Installing FaxPress Server Hardware Installing the Server2—3Installing FaxPress Server HardwareEach FaxPress server contains all of the hardware requi

FaxPress Administrator’s Guide8—242. If you are importing a CSV default format file, a dBase file, or a ExportPH file, an Open import file screen will

Creating Corporate Phone Books Administering FaxPress8—254. After to have located the file, click OK to import the file. The phone book number will al

FaxPress Administrator’s Guide8—263. Right click on External Database Phone Books and select Add Database Phone Book from the context menu.4. The Data

Creating Corporate Phone Books Administering FaxPress8—27is password protected, you need to provide this password. The supported ISAM file formats are

FaxPress Administrator’s Guide8—28The Database Phone Book dialog box will be displayed.From the Database Phone Book dialog box you can select any tabl

Creating Corporate Phone Books Administering FaxPress8—29Note: If your database table contains separate fields for country code, area code and number

FaxPress Administrator’s Guide8—30Note: You can use either ‘Logical AND’ or ‘Logical OR’ to define the logical relationship between those conditions.

Creating Corporate Phone Books Administering FaxPress8—31Create Table JoinsTo access multiple tables from one phonebook view, you must include a new t

FaxPress Administrator’s Guide8—32soon as you enter a field from the new table the Table Joins button will now be activated.4. Click on the Table Join

Creating Corporate Phone Books Administering FaxPress8—332. Click the Build button (to the right of Fax Number). The Build Fax Number dialog box will

FaxPress Administrator’s Guide2—4When the unit is powered on, the red and green LEDs flash through a power-on sequence for about 15 seconds. The red L

FaxPress Administrator’s Guide8—343. If you are connecting to an SQL database such SQL server which requires a ‘Data Source Name’ (DSN) to be setup on

Creating Corporate Cover Pages Administering FaxPress8—35Creating Corporate Cover PagesCorporate Cover Pages are created the same way as standard cove

FaxPress Administrator’s Guide8—36

Developing Custom Software 9 Overview ... 9-2F

FaxPress User’s Guide9—2OverviewCastelle's FaxPress Drop Directory, the Castelle Software Development Kit (SDK) and the associated Castelle Progr

FaxPress Drop Directory Developing Custom Software9—3FaxPress Drop DirectoryUsing Castelle's Drop Directory, FaxPress 7.0 server supports the sen

FaxPress User’s Guide9—4administrator should create this configuration file with the necessary command lines. If jobqueue.cfg file already exists in

FaxPress Drop Directory Developing Custom Software9—5Example: PRIORITY 10DIRECTORY SCANDIR1 FCF PRIORITY 20 DIRECTORY SCANDIR2 FCF DIRECTORY SCANDIR3

FaxPress User’s Guide9—6When HIPRI1, HIPRI2, EXPRESS1, and EXPRESS2 jobs have all been processed, jobs for user SOMETIME_SOON will be alternately take

FaxPress Drop Directory Developing Custom Software9—7must be the same as the extension specified along with the drop directory pathname in JOBQUEUE.CF

Installing the FaxPress Server Software Installing the Server2—5Installing the FaxPress Server SoftwareFaxPress 7.0 Product Activation KeyThe FaxPress

FaxPress User’s Guide9—8•##PCL• ##DCX•##PCX•##<Resolution> - specifies resolution for jobs to be standard or fine,• Available resolutions are:•

FaxPress Drop Directory Developing Custom Software9—9•##COVER -or- ##NOCOVER - specifies whether or not to include a cover page for the job.•##COVERNA

FaxPress User’s Guide9—10•##NOPRINT - neither a confirmation nor full fax image is to be printed after fax has been transmitted.Example: Job Control F

FaxPress Drop Directory Developing Custom Software9—11Job Data FilesAfter the FaxPress has been configured to query a drop directory, the application

FaxPress User’s Guide9—12FaxPress Software Developers’ Kit (SDK)Castelle offers the complimentary FaxPress Software Developers Kit (SDK) to allow deve

FaxPress Software Developers’ Kit (SDK) Developing Custom Software9—13• Retrieving incoming faxes • Checking status of outgoing faxes • Retrieving not

FaxPress User’s Guide9—14The Programmer’s Manual provides complete information on how to develop applications using the utilities. The Software Develo

FaxPress Software Developers’ Kit (SDK) Developing Custom Software9—15• Server configuration functions • User settings functions • Printing functions

FaxPress User’s Guide9—16

Archiving Faxes 10 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide2—6To use the FaxMain utility to access Castelle's Activation Key request page and obtain your Product Activation K

FaxPress Administrator’s Guide10—2FP Job Type Table... 10-54FP File Inf

Overview Archiving Faxes10—3OverviewFaxPress Archive provides five essential archival functions: • All of your FaxPress servers can be backed up to a

FaxPress Administrator’s Guide10—4FaxPress Archive performs all the features necessary to manage and create fax archives including:• Automatic schedul

Overview Archiving Faxes10—5to use MS SQL, you must create a database prior to starting the FaxPress Archive installation. If you use MS Access, a dat

FaxPress Administrator’s Guide10—6Preparing for InstallationNote: Make sure that you read and understand the following information before you attempt

Preparing for Installation Archiving Faxes10—7• If your are using an Access database, the service account that is used to run the service must have re

FaxPress Administrator’s Guide10—8If you do not have a database server, select Microsoft Access and the install program will create a database file fo

Preparing for Installation Archiving Faxes10—92. From the Policies pull down menu, select User Rights. The Users Rights Policy dialog screen is displa

FaxPress Administrator’s Guide10—10For more information on adding user accounts and setting password and other parameters, consult your Windows NT doc

Installing FaxPress Archive Archiving Faxes10—11Installing FaxPress ArchiveTo install FaxPress Archive, follow these steps:1. Place the Castelle CD-RO

Installing the FaxPress Server Software Installing the Server2—71= supports Novell Bindery Mode, NDS and Netware 5.x Pure IP installations.2= NT 4.0 W

FaxPress Administrator’s Guide10—122. The Welcome screen requires you to click Next>3. In the Select Installation, click the Administrator Installa

Installing FaxPress Archive Archiving Faxes10—13Note: If the FaxPress client has previously been installed on the workstation you will be prompted wit

FaxPress Administrator’s Guide10—145. Select FaxPress Archive.6. Click Next>.

Installing FaxPress Archive Archiving Faxes10—157. Enter the installation account name, password, and domain name that you created in "Creating a

FaxPress Administrator’s Guide10—169. Select the folder to install FaxPress Archive icons by clicking Next> to accept the default path or Browse to

Configuring the FaxPress Archive Archiving Faxes10—17Configuring the FaxPress ArchiveAt the completion of the installation process the FaxPress Archiv

FaxPress Administrator’s Guide10—18Select Database1. When archiving faxes, FaxPress Archive generates fax archive information data. This data and the

Configuring the FaxPress Archive Archiving Faxes10—192. If you selected Microsoft Access, proceed to "Configure Microsoft Access Database" o

FaxPress Administrator’s Guide10—20Configure MS SQL Database1. If the SQL Database Server option is selected, the ODBC DSN dialog box will be displaye

Configuring the FaxPress Archive Archiving Faxes10—211. Select the FaxPress server you want to archive in the FaxPress Selection dialog box.The list o

FaxPress Administrator’s Guide2—8Before installing, please confirm:1. You have administrator privileges on the Windows workstation used to run the Fax

FaxPress Administrator’s Guide10—222. The Fax Archive Location information screen shows you the location where the archived faxes are stored.3. The Ar

Configuring the FaxPress Archive Archiving Faxes10—23•Archive Sent Faxes: If you select this option all faxes that have been successfully transmitted

FaxPress Administrator’s Guide10—24Note: Archived faxes get deleted from the Incoming Fax Queue, therefore, they will only be visible to the user thro

Configuring the FaxPress Archive Archiving Faxes10—25Note: FaxPress transaction logs are not deleted at the completion of the archive process.6. The A

FaxPress Administrator’s Guide10—267. The Specifying an Archival Schedule dialog box allows you to specify when and how often the archive program will

Configuring the FaxPress Archive Archiving Faxes10—27Note: FaxPress Archive automatically deletes archived faxes from the Faxmain Queues. Purging of A

FaxPress Administrator’s Guide10—28are verified to ensure the correct format. The tables are also verified if an existing Access database is selected.

Starting Archive Services Archiving Faxes10—29Starting Archive ServicesAfter you have installed and configured FaxPress Archive you need to start the

FaxPress Administrator’s Guide10—30Updating FaxPress ArchiveAnytime you change the configuration of FaxPress Archive you must restart the FaxPress ser

Managing Archived Faxes Archiving Faxes10—31Managing Archived FaxesNote: Your faxes will only be archived if your FaxPress Administrator has licensed

Installing the FaxPress Server Software Installing the Server2—92. Place the Castelle CD-ROM in the drive. The autorun program will be launched from y

FaxPress Administrator’s Guide10—322. At the FaxPress Administrator level (logged in with supervisor privileges), FaxPress archive stores all archived

Managing Archived Faxes Archiving Faxes10—332. Expand the server folder and open your Mailbox. Two folders will be displayed if FaxPress Archive has b

FaxPress Administrator’s Guide10—34Received Faxes and Archived Sent Faxes for all users and Archived Transaction logs.5. To save your archived fax to

Managing Archived Faxes Archiving Faxes10—35Note: Deletion is done through the purging option in the archive program itself.11. To sort a list by a pa

FaxPress Administrator’s Guide10—363. Select Set Filter. The Archived Transmitted Faxes Filter dialog box will be displayed.For archived sent faxes, t

Managing Archived Faxes Archiving Faxes10—37a particular phrase, and also faxes whose descriptions that match the phrase exactly.•Destination number—

FaxPress Administrator’s Guide10—383. Select Set Filter. The Archived Received Faxes Filter dialog box will be displayed.For archived received faxes,

Managing Archived Faxes Archiving Faxes10—39comments, faxes whose comments begin, contain, end with a particular phrase, and also faxes whose comments

FaxPress Administrator’s Guide10—40Managing Saved FaxesSaved faxes are not associated with a FaxPress database, so you do not have to login to a FaxPr

Managing Saved Faxes Archiving Faxes10—415. From the context menu, you can select: •View... — Open the saved fax in the Viewer. This viewer applicatio

FaxPress Administrator’s Guide2—104. In the Select Installation, click the Administrator Installation button to install the FaxPress server software.N

FaxPress Administrator’s Guide10—42Using FaxPress ArchiveTo view archive faxes and/or transaction logs click on the Fax Archive folder under either th

Using FaxPress Archive Archiving Faxes10—435. Right click on the folder to bring up the context menu and select Set Filter. The Received Transaction L

FaxPress Administrator’s Guide10—44greater than or equal to a certain number of pages, and also the specified number of pages.•RTI— Filters the list s

Using FaxPress Archive Archiving Faxes10—455. Right click on the folder to bring up the context menu and select Set Filter. The Transmitted Transactio

FaxPress Administrator’s Guide10—46•RTI— Filters the list so that only transmissions sent to a fax machine with a particular remote terminal ID (RTI)

Troubleshooting the Archive Service Archiving Faxes10—47Troubleshooting the Archive ServiceProblems After Installing the Archive Service You have inst

FaxPress Administrator’s Guide10—48number has been changed from the old FaxPress serial number to the new FaxPress serial number, the faxes will once

Information Storage Archiving Faxes10—49Information Storage In order to keep track of the fax jobs, the information associated with the fax must also

FaxPress Administrator’s Guide10—50Outgoing Fax InformationFor outgoing faxes the following information is available:FaxPress Server Serial # of FaxPr

Information Storage Archiving Faxes10—51Transmitted Log InformationFor transmitted faxes the following information is availableFaxPress Server Serial

Installing the FaxPress Server Software Installing the Server2—115. To install the FaxPress server, click on the Install FaxPress Server button in the

FaxPress Administrator’s Guide10—52Received Log InformationFor received faxes, the following information is available:The following tables and fields

Information Storage Archiving Faxes10—53FPFaxInfo TableThe FPFaxInfo table is used to keep track of both incoming and outgoing fax records. The FaxPr

FaxPress Administrator’s Guide10—54FP Users TableThe FPUsers table contains a list of all FaxPress archive users in the database. For each username,

Information Storage Archiving Faxes10—55FP File Info TableThe FPFileInfo table contains a list of the archived fax image file names The fax image is

FaxPress Administrator’s Guide10—56FP UNC TableThe FPUNCInfo table contains a list of UNC paths to the archive directory. Currently, UNCPath should o

Information Storage Archiving Faxes10—57information name and value and is used by the FPFaxInfo and FPTransactInfo tables to store these values.FPBill

FaxPress Administrator’s Guide10—58FaxPressSerialNumber Serial # of FaxPress server JobID Job ID of the job DateTime Date and time of transmit/receive

Information Storage Archiving Faxes10—59FPReserved TableThe FPReserved table contains application defined values.ReservedID ID of the reserved entry R

FaxPress Administrator’s Guide10—60Archive Table RelationshipsThe fax archive tables have the following overall relationships:

Information Storage Archiving Faxes10—61A logical view of the table relationships for Incoming and Outgoing faxes would look like the following:

iv

FaxPress Administrator’s Guide2—12If you’re using Windows 2000, XP or NT, this setup screen will appear. Select the Windows NT/2000/XP (TCP/IP) button

FaxPress Administrator’s Guide10—62A logical view of the table relationships for Transmitted and Received logs would look like the following:

Information Storage Archiving Faxes10—63

FaxPress Administrator’s Guide10—64

Part 2FaxPressUser’sGuide

FaxPress User’s Guide

FaxPress Basics 11 What’s In This ChapterFaxmain...

FaxPress User’s Guide11—2FaxmainThe primary FaxPress component is Faxmain. From Faxmain you can logon to any of your FaxPress servers and send faxes.

FaxPress Neighborhood FaxPress Basics11—3FaxPress NeighborhoodThe FaxPress Neighborhood allows you to access or register multiple FaxPress servers fro

FaxPress User’s Guide11—4Your Mailbox houses all the folders associated with the creation, transmittal and receipt of your faxes. By default, the Outg

FaxPress Neighborhood FaxPress Basics11—5direct dialing criteria are send to the Unaddressed Mailbox and then must be routed to the FaxPress recipient

Installing the FaxPress Server Software Installing the Server2—138. The Castelle FaxPress Server Installation on Windows NT/2000/XP screen requires yo

FaxPress User’s Guide11—6Print QueuesThis folder lists the jobs in the logged-on FaxPress server’s Parallel print queues. Users can manage only their

FaxPress Neighborhood FaxPress Basics11—7Corporate Phone BooksThis is a phone book that can be accessed by any FaxPress user; it contains the phone nu

FaxPress User’s Guide11—8Personal FoldersThe Personal Folders branch of the Faxmain Tree lets you create and save information for your personal use. A

Personal Folders FaxPress Basics11—9•FaxPress Phone Book—This is a phone book file which resides on your local machine and is managed by you. You can

FaxPress User’s Guide11—10Favorite MessagesFavorite Messages are short textual messages that appear in the Note field of the cover page.You can create

FaxPress User Privilege Levels FaxPress Basics11—11• SupervisorCan do anything an Operator can; additionally, Supervisor can add, delete, or edit user

FaxPress User’s Guide11—12

Sending Faxes 12 What’s In This ChapterSending Faxes from Applications ... 12-2Using Fax

FaxPress User’s Guide12—2Sending Faxes from ApplicationsFaxPress supports native attachment faxing for most common applications this means that for ma

Sending Faxes from Applications Sending Faxes12—3Note: The Login dialog box will not appear if you set the third-party send fax option in the Personal

FaxPress Administrator’s Guide2—14Note: If the shared drive you are using is NTFS, the FaxPress server and the FaxPress client workstations must have

FaxPress User’s Guide12—42. Next, from an open application, print to the Castelle DCX Driver.3. Faxmain’s Send Fax dialog box will appear as it would

Sending Faxes from Applications Sending Faxes12—54. To bring the Send Fax dialog box to the front of your open applications, click the Accumulated Fax

FaxPress User’s Guide12—62. The Install Word Faxing Word document will be displayed.3. To install the FaxPress interface and insert the FaxPress icon

Sending Faxes from Applications Sending Faxes12—74. Close Word and then restart the application. The FaxPress Icon should now appear on your Word Tool

FaxPress User’s Guide12—8Sending Faxes from FaxmainThere are many methods to send faxes even from within Faxmain. All of these lead to the Send Fax di

Sending Faxes from Faxmain Sending Faxes12—9• Arrange attachments.4. Click on the Options tab if you want to set non-default delivery options:• Set de

FaxPress User’s Guide12—10the two in the first ten will receive a single fax and the three in the second ten will receive a second fax instead of all

Sending Faxes from Faxmain Sending Faxes12—11• Recipient name @ company @ recipient_fax_number• @ company @ recipient_fax_numberYou can also click on

FaxPress User’s Guide12—12Attaching FilesThe Attachments tab allows you to attach native documents without having to convert them to fax format first.

Sending Faxes from Faxmain Sending Faxes12—13Note: If the print options is not present, FaxPress will not support the attachment.3. Select Print. If t

Installing the FaxPress Server Software Installing the Server2—1512. The FaxPress server name dialog box requires a name for the FaxPress server. This

FaxPress User’s Guide12—142. To add an attachment not in your Favorite Documents list, use the Browse button to navigate to the directory containing t

Sending Faxes from Faxmain Sending Faxes12—155. If you have multiple attachments and want them to appear in a particular order, use the Move Up and Mo

FaxPress User’s Guide12—16–Fax line to use.•Resolution — In this area you can specify Fine (200 dpi) or Standard (100 dpi) resolution.•Printing — In t

Sending Faxes from Faxmain Sending Faxes12—171. Clicking on the To... button in the Send Fax dialog box to display the Address Fax dialog.You can sele

FaxPress User’s Guide12—18•Group—The name of the phone book group currently open. If you select a group name from your phonebook, you can broadcast yo

Sending Faxes from Faxmain Sending Faxes12—19•Properties—Displays the member profile for the highlighted entry in the Recipient List.If you have set t

FaxPress User’s Guide12—20user icon in the Send Fax dialog box. Either way, the New Recipient dialog box opens.2. Use the New Recipient dialog box to

Sending Faxes Using the Broadcast Switch Sending Faxes12—21Sending Faxes Using the Broadcast SwitchCastelle’s FaxPress broadcast switch feature allows

FaxPress User’s Guide12—22Sending Faxes with FaxTrayThe FaxTray application allows you direct access to the FaxPress Send Fax form from your system tr

Sending Faxes from Explorer Sending Faxes12—23Sending Faxes from ExplorerYou can send a fax from Windows Explorer by using its Send To feature, becaus

FaxPress Administrator’s Guide2—1614. If the FaxPress communicates only with other devices connected to the current network segment, leave the edit bo

FaxPress User’s Guide12—24Managing Sent Faxes1. All of the Outgoing Fax management functions are available through Faxmain. To access them you must be

Managing Sent Faxes Sending Faxes12—25• Right click on the fax and select View from the context menu, Which ever way you choose to view your fax, the

FaxPress User’s Guide12—262. Choose Save As... The Save As screen will be displayed.3. The top level directory shown in the scroll down area will be

Managing Sent Faxes Sending Faxes12—271. In the Outgoing Faxes Queue, right-click on the fax you want to resend. A context menu appears.2. Select Send

FaxPress User’s Guide12—28• Right-click on the fax you want to delete and select Delete from the context menu.A message box will appear to let you con

Managing Sent Faxes Sending Faxes12—29Releasing a Hold on Outgoing FaxesTo release a hold on an outgoing fax:1. In the Outgoing Faxes Queue, right-cli

FaxPress User’s Guide12—301. In the Outgoing Faxes Queue, right-click on the fax you want to re-sequence, select Sequence... from the context menu.2.

Managing Sent Faxes Sending Faxes12—314. Bring up the context menu by right clicking on the fax you want to email and select Mail...5. If you are usi

FaxPress User’s Guide12—326. If your email client is not running, the Choose Profile dialog may be displayed.7. Select a profile from the drop-down li

Managing Sent Faxes Sending Faxes12—332. Right click on the appropriate fax and select Approve and Yes from the context menu. 3. The fax will be sent

Installing the FaxPress Server Software Installing the Server2—1716. The FaxPress installation program will now copy all the server software to your f

FaxPress User’s Guide12—34Viewing Fax Properties1. To view information about a fax from the Outgoing Faxes Queue, right-click on a fax and select Prop

Managing Sent Faxes Sending Faxes12—35Refreshing the QueueFaxPress lists update periodically. To update the list immediately, press the <F5> key

FaxPress User’s Guide12—36

Receiving Faxes 13 What’s In This ChapterOverview ...

FaxPress User’s Guide13—2OverviewFaxPress by default routes all incoming faxes into the Unaddressed User Mailbox. This list of faxes can be seen by us

Overview Receiving Faxes13—3functions through the menu bar in Faxmain. For the discussions in the chapter, all functions will be accessed through the

FaxPress User’s Guide13—4•Send... — Send the fax to another fax machine or FaxPress user. A dialog will allow you to specify the fax transmission data

Overview Receiving Faxes13—5•Mail... — Forward the fax via email. The email message window will appear and the selected fax will appear as an attachme

FaxPress User’s Guide13—6Viewing FaxesFaxPress can place incoming faxes in your mailbox if you have automatic routing or if another user routes a fax

Viewing Faxes Receiving Faxes13—74. Select View from the menu. A Viewer opens and displays the first page of the fax. Use the viewer's Page menu

FaxPress Administrator’s Guide2—1818. This Warning messsage will only appear if setup attempts to login to the FaxPress server, and finds that the Fax

FaxPress User’s Guide13—8Saving a FaxYou can save any fax that appears in the Outgoing Faxes Queue, Incoming Faxes Queue, Archived Received Faxes, or

Printing Faxes Receiving Faxes13—9Printing FaxesFor details on how to print your faxes and lists of faxes refer to "Printing Faxes" in Chapt

FaxPress User’s Guide13—10To enable a fax copy, a second copy rather than the original, to be automatically forwarded to another FaxPress user, the Fa

Forwarding Faxes Receiving Faxes13—11corporate phone book group. Automatically forwarded faxes do not remain in a user's mailbox.a.Do not forward

FaxPress User’s Guide13—12To direct FaxPress to send a copy of your incoming faxes to another FaxPress user:1. Select Forward to FaxPress User and spe

Forwarding Faxes Receiving Faxes13—135. Click OK. An outgoing.cfg file will be created on the FaxPress master file server in the Castelle\Serial_numbe

FaxPress User’s Guide13—14forwarded to a FaxPress user on the same FaxPress server, however, the fax will not remain in the incoming queueTo send a fa

Sending a Fax Receiving Faxes13—15Sending a FaxYou can send any fax that appears in your Incoming Faxes Queue.To send a fax you have received:1. In th

FaxPress User’s Guide13—16Routing a FaxYou can route any fax from your Incoming Faxes Queue or from the Unaddressed Faxes list to another FaxPress use

Forwarding a Fax via Email Receiving Faxes13—173. Select recipient from the Distribution List which lists all current FaxPress users.You can Click on

Installing the FaxPress Server Software Installing the Server2—1920. When the completion message is displayed, click OK to finish the FaxPress Server

FaxPress User’s Guide13—18Note: If you are not sure which profile to use, consult your email system administrator.6. Click OK in the Choose Profile di

Setting Personal Preferences 14 What’s In This ChapterOverview ...

FaxPress User’s Guide14—2OverviewFrom the Personal Preferences dialog box you can configure your personal options for the following categories:•Person

Setting Personal File Storage Location Setting Personal Preferences14—3Setting Personal File Storage Location1. From within Faxmain, select Fax from t

FaxPress User’s Guide14—4•Favorite Messages— This is the directory where your favorite mes-sages are stored. The default location for these files is:

Setting General Options Setting Personal Preferences14—5Setting General Options1. From within Faxmain, select Fax from the Menu bar and click on Optio

FaxPress User’s Guide14—6–Display confirmation message after sending a fax—Check this option if you want FaxPress to display a message telling you tha

Selecting Viewer Application Setting Personal Preferences14—7Selecting Viewer Application1. From within Faxmain, select Fax from the Menu bar and clic

FaxPress User’s Guide14—8•Third Party Viewer— This allows you to select the third party viewer application to view faxes:– Select Use the viewer assoc

Setting Default Phone Books Setting Personal Preferences14—91. From within Faxmain, select Fax from the Menu bar and click on Options. The Personal Pr

FaxPress Administrator’s Guide2—202. With the Sharing tab selected, check Allow network users to change my files in the Network sharing and security s

FaxPress User’s Guide14—10Setting Startup Options1. Select Fax from the Faxmain Menu bar and click on Options. The Personal Preferences dialog box wil

Setting Tracing Criteria Setting Personal Preferences14—11–List to show—The folder you select in the scroll down list will automatically be opened and

FaxPress User’s Guide14—122. You can request the following levels of tracing for either Faxmain or for TrayFaxAlert.•Tracer On— When this is selected

Printing Faxes 15 What’s In This ChapterOverview ...

FaxPress User’s Guide15—2OverviewAll FaxPress servers are equipped with a parallel printer port that allow users to print incoming faxes via the FaxPr

Printing a Fax Printing Faxes15—3Printing a FaxThe following explains how to print a fax without opening it for viewing.1. From your Incoming or Outgo

FaxPress User’s Guide15—4a. To select a different printer, click the Printer button. The Printer Configuration dialog box will be displayed. This is t

Printing a Fax Printing Faxes15—54. If you are connected to a Windows NT network and want to connect to a network printer, select FaxPress/Network...

FaxPress User’s Guide15—6b. After you have configured your printer, click OK. This will return you to the FaxPress/Network Print dialog box. c. Select

Printing a List Printing Faxes15—74. Set header/footer parameters.On the Headers and Footers dialog, you can set the following parameters (or accept t

Installing the FaxPress Server Software Installing the Server2—21• You need to be logged in to NDS with administrator privileges to the context where

FaxPress User’s Guide15—85. On the Margins dialog, you can set the following parameters (or accept the defaults).Top, Bottom, Left, Right margins — en

Managing Stored Faxes 16 What’s In This ChapterManaging Archived Faxes ... 1

FaxPress User’s Guide16—2Managing Archived FaxesNote: Your faxes will only be archived if your FaxPress Administrator has configured the archive servi

Managing Archived Faxes Managing Stored Faxes16—3Note: If these folders are not displayed in your Mailbox, you may need to reconfigure your start-up s

FaxPress User’s Guide16—42. Open either of these folders and select the archived fax you wish to view.Note: If you move your archived faxes to another

Managing Archived Faxes Managing Stored Faxes16—55. To print your archived fax, right click on the fax and select Print. This will launch the standard

FaxPress User’s Guide16—6faxes) and one is in the Administration branch under Fax Archive (these are all the archived files for your FaxPress server).

Managing Archived Faxes Managing Stored Faxes16—7companies, companies whose names start, contain, and end with a particular letter or word, and compan

FaxPress User’s Guide16—83. Select Set Filter. The Archived Received Faxes Filter dialog box will be displayed.For archived received faxes, the follow

Managing Archived Faxes Managing Stored Faxes16—9comments, faxes whose comments begin, contain, end with a particular phrase, and also faxes whose com

vFaxPress Administrator’s Guide Introducing the FaxPress _______________________ 1-1About the FaxPress Network Fax Servers _________________________

FaxPress Administrator’s Guide2—221. Log onto the NDS tree and file server with supervisor privileges, then place the Castelle CD-ROM in the drive. Th

FaxPress User’s Guide16—10Managing Saved FaxesSaved faxes are not associated with a FaxPress database, so you do not have to login to a FaxPress serve

Managing Saved Faxes Managing Stored Faxes16—115. From the context menu, you can select: •View... — Open the saved fax in the Viewer. This viewer appl

FaxPress User’s Guide16—12

Notices and Alerts 17 What’s In This ChapterUsing Notices...

FaxPress User’s Guide17—2Using NoticesOverviewNotices are a general method used by FaxPress to provide information to the user when certain events occ

Using Notices Notices and Alerts17—3•Remote id — The ID the receiving fax machine uses to identify itself.•Received at — The date and time the FaxPres

FaxPress User’s Guide17—41. Click on Mailbox to expand the branch, then click on Notices to display a list of your notices.2. To view a notice, double

Using Notices Notices and Alerts17—5Delete a NoticeTo delete a Notice, do the following.1. Right-click on the Notice you want to delete.2. Select Dele

FaxPress User’s Guide17—64. Optionally display the Printer Configuration dialog.If you click on the Printer button, you will see the Printer Configura

Using TrayFaxAlert Notices and Alerts17—7Setting Up TrayFaxAlert1. To invoke TrayFaxAlert, use your Start menu to navigate to the TrayFaxAlert icon in

Installing the FaxPress Server Software Installing the Server2—233. In the Select Type of Installation screen, select the Administrator Installation b

FaxPress User’s Guide17—84. In Notification, select the TrayFaxAlert notice type:Personal Notices only – select this option if you have User or Router

Using TrayFaxAlert Notices and Alerts17—9that is consistent with the network protocol stack installed on your workstation.9. In the User Name edit box

FaxPress User’s Guide17—101. In the Properties dialog, go to the FaxPress Servers Currently Connected section and click on the Server Properties butto

Using TrayFaxAlert Notices and Alerts17—11View NoticesTo view the list of notices in the FaxPress mailboxes that you are monitoring:1. Right-click on

FaxPress User’s Guide17—12•For User — The recipient of the notice.•Server — The name of the FaxPress server containing the monitored mailbox.You can r

Creating Cover Pages 18 What’s In This ChapterOverview ...

FaxPress User’s Guide18—2OverviewA “cover page” is a prepared, fax-ready document that the FaxPress can attach, as the first page, to an outgoing fax

Creating a Master Cover Page Creating Cover Pages18—3Creating a Master Cover PageOverviewThe best way to make a cover page is to modify an existing te

FaxPress User’s Guide18—4open it by clicking on Fax from the Faxmain menu and selecting Compose Cover Page from the drop-down menu.2. The Cover Page E

Creating a Master Cover Page Creating Cover Pages18—53. To add permanent text (text not affected by substitution variables) to your Cover Page, click

FaxPress Administrator’s Guide2—245. Select Novell Netware.6. In the Select Network screen, select the Netware NDS (IPX/SPX) button.

FaxPress User’s Guide18—65. Release the button. Note that the box is still selected.•Repositioning — You can reposition the text box by clicking and h

Creating a Master Cover Page Creating Cover Pages18—7Add Substitution VariablesThere are numerous substitution variables that you can add to a cover p

FaxPress User’s Guide18—8•Label box — The box labeled “Totl. Pages” contains the designator for the Number of Pages element.•Value box — The box label

Creating a Master Cover Page Creating Cover Pages18—9•Addressee1 - Addressee5 — Addresse1 is the recipient whose address information appears on the co

FaxPress User’s Guide18—10•Number of Pages — Total number of fax pages, not counting the cover page.•Fax Description — The subject line of the Send Fa

Creating a Master Cover Page Creating Cover Pages18—11Save Cover Page MasterYou can save your cover page master on any available volume. The master wi

FaxPress User’s Guide18—12Downloading the Cover Page to the FaxPress ServerAfter you have created and saved your Cover Page Master, you must download

Downloading the Cover Page to the FaxPress Server Creating Cover Pages18—13is not listed and is on a different segment than your workstation, enter th

FaxPress User’s Guide18—14Publishing Cover PagesThe FaxPress Cover Page publishing feature allows the FaxPress Supervisor, or any user with Supervisor

Publishing Cover Pages Creating Cover Pages18—154. In the Publish Cover Page window, select the cover page to distribute, and click OK. This personal

Installing the FaxPress Server Software Installing the Server2—257. The FaxPress Novell NDS Installation Welcome screen is displayed.Click Next>. 8

FaxPress User’s Guide18—16

Creating Phone Books 19 What’s In This ChapterOverview ...

FaxPress User’s Guide19—2OverviewWhat are Phone BooksFaxPress uses the concept of phone books to provide you access to commonly used people and fax nu

Overview Creating Phone Books19—3Phone Books (as with Corporate Phone Books): FaxPress Phone Books and External Database Phone Books.• Corporate Phone

FaxPress User’s Guide19—4• Exchange and Outlook Contact ListsYou can access Exchange and Outlook contact list through Faxmain, but you manage them thr

Overview Creating Phone Books19—5One More ThingAll though the previous discussion seems to detail all possible means of accessing recipients for your

FaxPress User’s Guide19—6Creating Local Phone BooksLocal Phone Books can contain either FaxPress Phone Books or Database Phone Books. You do not have

Creating Local Phone Books Creating Phone Books19—73. Right click on FaxPress Phone Books and select Add Phone Book from the context menu.4. Enter the

FaxPress User’s Guide19—82. Enter a name for each group you want to define in the Add Group text box and click OK. 3. To add members to the group, rig

Creating Local Phone Books Creating Phone Books19—91. Follow the procedure in "Create Local FaxPress Phone Books" on page 19-6 to create a F

FaxPress Administrator’s Guide2—269. Select the context that allows you to access the volume in which you want to install the FaxPress software, then

FaxPress User’s Guide19—10Note: The default values in this dialog box are 1 through 7 respectively. Re-sequence the fields to correspond to your custo

Creating Local Phone Books Creating Phone Books19—11ODBC Database Phone BookFaxPress also supports ODBC based external phone books. This allows you to

FaxPress User’s Guide19—12To access an external ODBC databaseTo link to an external ODBC database phone book:1. Once the PRO package is licensed, open

Creating Local Phone Books Creating Phone Books19—134. The Database Phone Book dialog box is displayed. You can create a new phone book, give it a nam

FaxPress User’s Guide19—14Create Phone Book ViewsTo use an external database as a phone book, you must first link to the specified database and then c

Creating Local Phone Books Creating Phone Books19—15The Database Phone Book dialog box will be displayed.From the Database Phone Book dialog box you c

FaxPress User’s Guide19—16Note: If your database table contains separate fields for country code, area code and number you will need to select those s

Creating Local Phone Books Creating Phone Books19—17Note: You can use either ‘Logical AND’ or ‘Logical OR’ to define the logical relationship between

FaxPress User’s Guide19—18Create Table JoinsTo access multiple tables from one phonebook view, you must include a new table in your view and define a

Creating Local Phone Books Creating Phone Books19—19soon as you enter a field from the new table the Table Joins button will now be activated.4. Click

Installing the FaxPress Server Software Installing the Server2—2711. Enter a path for the server files. The files will be installed at the location yo

FaxPress User’s Guide19—202. Click the Build button (to the right of Fax Number). The Build Fax Number dialog box will be displayed.3. To have FaxPres

Creating Personal Phone Book Creating Phone Books19—212. Expand the Mailbox Branch and click on Personal Phone Books. 3. From here you can either crea

FaxPress User’s Guide19—224. To add members to the group, right click on the Group name and select Add Member. The Edit Member dialog box will be disp

Creating Personal Phone Book Creating Phone Books19—23a. If you are importing a CSV default format file, a dBase file, or a ExportPH file, an Open imp

FaxPress User’s Guide19—242. Expand the Mailbox Branch, right click on Personal Phone Books. 3. Select Export from the context menu. The SaveAs dialog

Editing a FaxPress Phonebook Creating Phone Books19—25•Last Name, First Name— The recipient's name as it appears in the Group list. The entry can

FaxPress User’s Guide19—26

Favorite Documents and Messages 20 What’s In This ChapterUsing Favorite Documents...

FaxPress User’s Guide20—2Using Favorite DocumentsYou can maintain and manage a list of frequently used (“Favorite”) documents that can be easily acces

Using Favorite Documents Favorite Documents and Messages20—33. Select a Favorite Document.In the Add to Favorite Documents dialog, navigate to the dir

FaxPress Administrator’s Guide2—2813. The summary table lists the parameters you have chosen for the FaxPress server. Review the entries. If any param

FaxPress User’s Guide20—41. Perform the standard procedure for attaching documents to your fax as detailed in "Attaching Files" in Chapter 8

Using Favorite Documents Favorite Documents and Messages20—53. Click on the Add to Favorite button. The attached document will now be displayed in the

FaxPress User’s Guide20—61. Right click on the Favorite Documents branch.2. On the context menu, click on Import in Fax Format.3. In the Import in Fax

Using Favorite Documents Favorite Documents and Messages20—71. Right click on a document in your Favorite Documents list.2. On the context menu, click

FaxPress User’s Guide20—82. On the context menu, click Mail...You email program will open and the attachment will be in the email message area.3. Ent

Using Favorite Messages Favorite Documents and Messages20—9Delete a Favorite DocumentTo remove a document from the Favorite Documents list:1. Right cl

FaxPress User’s Guide20—10Add Favorite MessageTo add a message to the list of Favorite Messages:1. Right click on the Favorite Messages branch.2. On t

Using Favorite Messages Favorite Documents and Messages20—11Include a Favorite Message on a Cover SheetTo include a favorite message in an outgoing fa

FaxPress User’s Guide20—12View a Favorite MessageTo view a favorite message:1. Right click on a Favorite Message.2. On the context menu, click Propert

Merging Faxes 21 What’s In This ChapterOverview ...

Installing the FaxPress Server Software Installing the Server2—2915. A Product Activation Key, determined by your FaxPress unit's serial number,

FaxPress User’s Guide21—2OverviewYou can create a template document that contains fields for individual recipient’s and fax number, and merge the temp

Preparing for Installation Merging Faxes21—3column. For example, there might be columns named “FirstName” and “FaxNumber” and rows with values such as

FaxPress User’s Guide21—4Installing FaxMergeInstallation for mail merge functionality is provided by a Word document.1. Locate the Install FaxMerge do

Creating a Main Document Merging Faxes21—5Uninstall Mail MergeTo uninstall, do the following.1. Reopen Install FaxMerge document.2. Click on the Unins

FaxPress User’s Guide21—62. In section 1, Main document, click on the Create button and a menu appears below the button.3. Select Form Letters… from t

Creating a Main Document Merging Faxes21—75. To edit your new main document or your active window, select Edit form the Mail Merge Helper dialog box.

FaxPress User’s Guide21—8Attaching a Data SourceThe most common usage for faxing merged document will be to create a Main Document (or template/boiler

Attaching a Data Source Merging Faxes21—92. Select Open Data Source. The Open Data Source navigation dialog will allow you to connect to an existing d

FaxPress User’s Guide21—104. If you have mapped a database, a dialog box will ask you to select a Table or Query. In this example, we have attached an

Inserting Merge Fields Merging Faxes21—11Inserting Merge Fields1. From your Main document, select Mail Merge from the Tools pull down menu. The Mail M

FaxPress Administrator’s Guide2—30Note: In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning mess

FaxPress User’s Guide21—12The following is a sample template letter with field codes inserted.Castelle3255-3 Scott Blvd.Santa Clara, CA 95054-3013(408

Faxing the Merged Documents Merging Faxes21—13Faxing the Merged DocumentsTo fax your merged document, you select FaxPress Mail Merge from the Tools me

FaxPress User’s Guide21—144. To create a mapping, select a pair of fields and click on Map >>.The Mail Merge Fields drop-down list contains the

Connecting to GoldMine 22 What’s In This ChapterFaxPress and GoldMine Integration ... 22-2Pre

FaxPress User’s Guide22—2FaxPress and GoldMine IntegrationFaxPress now supports GoldMine 5.x and FrontOffice 2000. FaxPress’ integration with Goldmine

Preparing for Installation Connecting to GoldMine22—3Preparing for InstallationODBC DriversFor merge operations to multiple recipients, 32-bit ODBC ne

FaxPress User’s Guide22—43. Close the document to make the changes take effect.The connection between FaxPress and GoldMine has now been established.U

Faxing with the GoldMine/FaxPress Connection Connecting to GoldMine22—5The connection between FaxPress and GoldMine has now been established.Uninstall

FaxPress User’s Guide22—62. Select the Fax via FaxPress... from the File pull down menu in your Goldmine menu bar. The Goldmine Record Range screen wi

Faxing with the GoldMine/FaxPress Connection Connecting to GoldMine22—75. Complete the dialog box by adding a message, choosing a cover page or adding

Installing the FaxPress Server Software Installing the Server2—3120. The last thing the installation program does is create an NDS default printer que

FaxPress User’s Guide22—81. Select the Merge Forms from the File pull down menu in your Goldmine menu bar.2. Choose a document/form to merge. Any temp

Creating Templates Connecting to GoldMine22—9contacts specified. After the fax has been submitted to the FaxPress, a message appears notifying the use

FaxPress User’s Guide22—102. Place your cursor at the desired location and then, from the MS-Word Insert menu, select GoldMine Field... The Insert Gol

Creating Templates Connecting to GoldMine22—116. The template document you just created will now be available from your list of merge forms.To verify

FaxPress User’s Guide22—12•Template Filename field should contain the full path to the Word document •App Identifier field should contain “Word.Docume

Configuring FaxPress Login Connecting to GoldMine22—132. Select the template that needs to be updated and then click on the Properties button to bring

FaxPress User’s Guide22—14Automated FaxingYou can also send faxes to GoldMine contacts using GoldMine Automated Processes, if you have previously set

Part 3Appendices

FaxPress Guide

Appendix A32 Bit ODBC Data Sources

viInstalling the Client____________________________ 3-1Overview _______________________________________________________________ 3-2Installing the Ad

FaxPress Administrator’s Guide2—32If you run into any problems, please refer to the Troubleshooting Netware Installations Tech note on our web site at

FaxPress GuideA—2Installing 32 Bit ODBC and DAOIf you do not have a 32 Bit ODBC installed on your machine, you can install it from your FaxPress CD.To

Installing ODBC Drivers Appendix A: 32 Bit ODBC Data SourcesA—3Windows 95, 98 and NT 4.0Run Mdac_typ25.exe, this is provided on the FaxPress installat

FaxPress GuideA—4Add a New Data Source NameIf your data source is a dBase file, then the Microsoft dBase driver must be available as a User DSN or a S

Installing ODBC Drivers Appendix A: 32 Bit ODBC Data SourcesA—5a. Click on Add.b. Select either the User DSN or System DSN tab and click on the Add bu

FaxPress GuideA—65. Enter a Name and, optionally, a Description.Data Source Name— Enter a name for Data Source Name field. This is required.Descriptio

Connecting FaxPress Archive to a DSN Appendix A: 32 Bit ODBC Data SourcesA—72. Select the Machine Data Source tab. This screen lists all the user and

FaxPress GuideA—8process of creating a DSN. The first page will ask what type of DSN to create. Select System Data Source. 2. The next screen will dis

Connecting FaxPress Archive to a DSN Appendix A: 32 Bit ODBC Data SourcesA—94. The next wizard prompts you to configure the connect string.For the new

FaxPress GuideA—10Note: The method you select will depend on how the database is configure. Check with your Database Administrator if you are not sure

Connecting FaxPress Archive to a DSN Appendix A: 32 Bit ODBC Data SourcesA—11b. Select Create temporary stored procedures for prepared SQL statements

Installing the FaxPress Server Software Installing the Server2—332. Place the Castelle CD-ROM in the drive. The autorun program will be launched from

FaxPress GuideA—12Connect to Phone books1. From the ODBC Select Data Source dialog box, type in the data source path and name:2. This is a standard Mi

Connecting FaxPress Archive to a DSN Appendix A: 32 Bit ODBC Data SourcesA—133. Select System Data Source’ because this data source must be visible to

FaxPress GuideA—145. If for example you have selected a SQL server, the following dialog would come up to allow you to specify a name and description

Appendix BTroubleshooting

FaxPress GuideB—2Online Troubleshooting HelpFaxPress troubleshooting help is also available on Castelle’s web site.Vist Castelle Technical Support’s t

Interpreting LEDs Appendix B: TroubleshootingB—33. Check the fuse. If the filament is broken, replace the fuse. If the fuse is cloudy or discolored, r

FaxPress GuideB—4Red Alert LED is On and Green LED is OffIf the red alert LED remains on (and the green LED is off), this indicates that the FaxPress

Interpreting LEDs Appendix B: TroubleshootingB—5• If the fax has just been installed, or if the content of its installation directory has been manuall

FaxPress GuideB—6• 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 ou

Problems in Sending Faxes Appendix B: TroubleshootingB—7• Check file server disk space. If necessary, delete old faxes, logs, and notices using Faxmai

FaxPress Administrator’s Guide2—344. The next screen displayed is entitled Select Type of Installation. In this screen you must select the type of ins

FaxPress GuideB—8• If the file server has less than five megabytes of disk space on the volume where the FaxPress is installed, try running Storage Re

Problems in Sending Faxes Appendix B: TroubleshootingB—9directory or contact your phone company for instructions on how to complete international call

FaxPress GuideB—10Problems in Receiving FaxesFaxPress Cannot Receive FaxesYou have successfully installed the FaxPress, but it does not receive faxes.

ZQ Directory Validation during the FaxPress Boot Sequence Appendix B: TroubleshootingB—11Note: When entering the configuration information, do not use

FaxPress GuideB—12

Appendix CServer Directory Tree

FaxPress GuideC—2FaxPress File Server Directory TreeThe following directories and files are installed on the FaxPress file server.Table C–1 FaxPress S

FaxPress File Server Directory Tree Appendix C: Server Directory TreeC—3\USERmboxid.dt — list of user mailboxes, personal coverpages, and phonebooks\1

FaxPress GuideC—4

Appendix DAgency ComplianceFCC and Telephone Company NoticesThis appendix contains important notices about FaxPress' Ringer Equivalency Number an

Installing the FaxPress Server Software Installing the Server2—356. Select Novell Netware.7. In the Select Network installation screen, select NetWare

FaxPress GuideD—2Ringer Equivalency NumberThis equipment complies with Part 68 of FCC rules. You will find the label on the bottom of this equipment.

FCC Part 15 Warning Appendix D: Agency ComplianceD—3FCC Part 15 WarningThis equipment generates, uses, and can radiate radio frequency energy and if n

FaxPress GuideD—4The REN is useful to determine the quantity of devices you may connect to your telephone line and still have all of those devices rin

Electrical Safety Advisory Appendix D: Agency ComplianceD—5If trouble is experienced with this unit, please disconnect the unit from the telephone lin

FaxPress GuideD—6CAUTION: To preclude the possibility of electrical shock, do not ever remove the Faxpress case.French Safety AdvisoryDéclaration FCCC

Electrical Safety Advisory Appendix D: Agency ComplianceD—7Cordon d'alimentationLe FaxPress est liste UL et vendu avec un cordon détachable à 3 f

FaxPress GuideD—8Attention: Utiliser uniquement le cable electrique compose de 3 fils electriques avec une prise a 3 tetes vendu avec le FaxPress.Mise

CTR21 Declaration Appendix D: Agency ComplianceD—9Note: Users should not attempt to make such connections themselves, but should contact the appropria

FaxPress GuideD—10

Appendix EThe FaxPress 7500-DID and E&MThe FaxPress 7500 is a rack-mountable 8-line fax server with a built-in, 4-channel DID or E&M telecommu

FaxPress Administrator’s Guide2—368. At the FaxPress Netware Installation Welcome screen, click Next>.9. Enter the FaxPress server serial number. T

FaxPress GuideE—2FaxPress 7500-DID The FaxPress 7500-DID is an 8-line fax server with a built-in 4-line DID converter.AutoDIDThe DID converter include

Appendix E: The FaxPress 7500-DID and E&ME—33. number of incoming DID digits.Interface ConnectionsThe FaxPress 7500 DID has two sets of interface

FaxPress GuideE—4The DID interface is sensitive to the tip and ring polarities on the DID trunk line. FaxPress 7500-DID requires the tip signal on pi

Appendix E: The FaxPress 7500-DID and E&ME—5DID trunks are powered by customer premise equipment. In this case, the FaxPress 7500-DID provides pow

FaxPress GuideE—6FaxPress 7500-E&MThe FaxPress 7500-E&M is an 8-line fax server with a built-in 4-line E&M converter.Trunk interface: two

Appendix E: The FaxPress 7500-DID and E&ME—7Interface ConnectionsThe FaxPress 7500 DID has two separate sets of interface connections, the fax ser

FaxPress GuideE—8E&M Interface LEDsRefer to these for E&M equipment and operations status.After the E&M trunks are connected and powered t

Appendix E: The FaxPress 7500-DID and E&ME—9The figure below shows you what the wiring configuration is on both the PBX tie card end and also the

FaxPress GuideE—10FaxPress 7500 Fax Server LEDsThe FaxPress 7500’s fax server LEDs are identical for both the FaxPress 7500-DID and the FaxPress 7500

Appendix E: The FaxPress 7500-DID and E&ME—11Installing and Configuring the 7500 The FaxPress 7500 DID is mounted in a 19-inch rack mount case wit

Installing the FaxPress Server Software Installing the Server2—3710. The FaxPress Setup dialog box for selecting the context appears. Select the conte

FaxPress GuideE—12Cabling the FaxPress 7500The picture below shows the front panel of the FaxPress 7500 DID. The FaxPress 7500 DID is connected via th

Appendix E: The FaxPress 7500-DID and E&ME—13Configuring the FaxPress Server for DIDFaxPress must be configured so that it recognizes that DID lin

FaxPress GuideE—144. Select the Advanced Functions tab. Check the I am using DID for inbound fax routing box. Make sure the correct radio button is se

Appendix E: The FaxPress 7500-DID and E&ME—15Example 1 – 3 digit IDs: You are assigned the phone numbers 555-9200 through 555-9299, and the phone

FaxPress GuideE—164. Enter the last 3 or 4 digits of the users DID number in the Mailbox ID field. If the phone company is passing along the last 3 di

Appendix E: The FaxPress 7500-DID and E&ME—172. Double-click on an fxcfg file to bring up the notepad file. Type:did_failure=1as shown in the exam

FaxPress GuideE—18Configuring the DID Timeout RangeTo specify the number of seconds the FaxPress should allow for incoming digit reception. The timeo

Appendix E: The FaxPress 7500-DID and E&ME—193. Using Faxmain, send a test fax to one of the DID-configured FaxPress users. Use only the 3 or 4 di

FaxPress GuideE—20Castelle provides an Enable DID receiving diagnostic mode utility to confirm that the correct number of DTMF digits are, in fact, be

Appendix E: The FaxPress 7500-DID and E&ME—21If the dtmf.log does not begin capturing digits, take the line connected to the trunk in question and

FaxPress Administrator’s Guide2—3812. If setup detects that the file server supports both IPX/SPX and Pure IP, the following window will appear.13. En

FaxPress GuideE—22TERMINATIONTrunk Side 4x RJ-11 for DID, 2 x 6 position 6 pin modular for E&MLine Side 4xRJ-11 RECEIVE SIGNALINGDial PulsePulse

Appendix E: The FaxPress 7500-DID and E&ME—23FCC Part 68 InformationThis equipment complies with Part 68 of the FCC Rules. The FCC Part 68 Label i

FaxPress GuideE—24you’ll be notified in advance to modify your system to accommodate the changes. Advance modifications should allow for uninterrupted

Appendix E: The FaxPress 7500-DID and E&ME—25FCC StatementThis device complies with the limits for a Class A digital device, pursuant to Part 15 o

FaxPress GuideE—26UL Safety Requirement The FaxPress 7500 product chassis is connected to the earth ground prong of the AC power supply connector for

IndexIndex —1Numerics10Base-Tnetwork connector 2-33 digit IDs F-154 digit IDs F-15Aaccess rights 3-20Accumulate fax option 12-3, 14-6Add/Remove Progra

FaxPress Administrator’s GuideIndex —2line F-12trunk F-12constructing complex phone numbers 5-25Conversion InterfaceDID F-3E&M F-7convertingmaster

IndexIndex —3configuring the timeout interval of 5-57routingsetting type 5-15DID routingconfiguring F-13direction of fax line 5-15documentsfaxing repe

FaxPress Administrator’s GuideIndex —4faxesAccumulate fax option 12-3addressing 12-19archived properties 10-34, 16-5archiving 16-1converting archived

IndexIndex —5Goldmineautomated faxing 22-14contact lists 19-5groupsglobal 5-41serial 5-40Hholding faxes 12-28IIEEE standard. 6-8, 6-14importingfavorit

Installing the FaxPress Server Software Installing the Server2—3915. In IP mode, the FaxPress unit requires a static IP address. Enter a static IP ad

FaxPress Administrator’s GuideIndex —6users 7-3manage faxessaved faxes 10-40, 16-10managing 20-1archived faxes 16-2favorite documents 20-1microprocess

IndexIndex —7exporting 19-23importing 19-22Phone Booksconverting 6-16phone books 19-7accessing external database 8-25, 19-12corporate 11-7, 19-3FaxPre

FaxPress Administrator’s GuideIndex —8routingautomatic PBX 5-49DID 5-15, 5-49DTMF 5-15faxes 13-4setting type 5-15Routing Type F-13SSAP custom database

IndexIndex —9supervisor privilegesprivilege levelssupervisor 7-3symbol set codeconfiguring server 5-11TTechnical Specifications F-21templatescover pag

FaxPress Administrator’s GuideIndex —10sharing the line B-9Storage Reclamation B-7times out B-9transmission speed. B-5UNADDRESSED mailbox B-10ZQ Direc

FaxPress Administrator’s Guide2—4017. The summary table lists the parameters you have chosen for the FaxPress server. Review the entries. 18. If any p

Installing the FaxPress Server Software Installing the Server2—41Continue. Select Skip to enter the key at a later time. Selecting Skip will enble the

viiSelecting User Authorization____________________________________________ 5-38Enable Single Sign On________________________________________________

FaxPress Administrator’s Guide2—42Note: In some cases, if setup takes an especially long time to communicate with the FaxPress, the above Warning mess

Installing the FaxPress Server Software Installing the Server2—4323. The program will load the FaxPress server software and configure and reset the Fa

FaxPress Administrator’s Guide2—44• The client PC must be a 32 bit Windows platform: 95/98/NT 4.0/NT2000*• Novell client 32 needs to be installed on

Installing the FaxPress Server Software Installing the Server2—454. Click Install FaxPress to begin the installation. The FaxPress 7.0 Project Setup w

FaxPress Administrator’s Guide2—466. The next screen displayed is entitled Select Type of Installation. In this screen you must select the type of ins

Installing the FaxPress Server Software Installing the Server2—478. Select the Novell Netware button.9. The Select Network screen requires you to sele

FaxPress Administrator’s Guide2—4810. The FaxPress Novell Installation Welcome screen is displayed.Click Continue. 11. Enter the FaxPress server seria

Installing the FaxPress Server Software Installing the Server2—4912. Select the Novell file server for the FaxPress from the file server list.Select t

FaxPress Administrator’s Guide2—5014. Enter a path for the server files. The files will be installed at the location you specify. You can alter the de

Installing the FaxPress Server Software Installing the Server2—51existing data. Refer to http://www.castelle.com/products/faxpress/software.htm for mo

viiiConfiguring Delivery Options for Outgoing Faxes ___________________________ 7-22Configuring Fax Receipt Parameters ______________________________

FaxPress Administrator’s Guide2—5217. A Product Activation Key, determined by your FaxPress unit's serial number, is required to use the FaxPress

Installing the FaxPress Server Software Installing the Server2—53Note: In some cases, if setup takes an especially long time to communicate with the F

FaxPress Administrator’s Guide2—5421. The program will load the FaxPress server software and configure and reset the FaxPress server. Click OK.22. The

Installing the FaxPress Server Software Installing the Server2—55Note: You must log on with system administrator privileges to install the FaxPress se

FaxPress Administrator’s Guide2—56the rest of the installation process. When it is complete the Welcome Screen will be displayed on your screen. Click

Installing the FaxPress Server Software Installing the Server2—575. To install the FaxPress server, click on the Install FaxPress Server button in the

FaxPress Administrator’s Guide2—587. The Storage Server Welcome screen requires you to click Next>.8. Setup now searches the network for an availab

Installing the FaxPress Server Software Installing the Server2—5910. Enter the FaxPress server serial number in the next installation dialog box, then

FaxPress Administrator’s Guide2—6012. The FaxPress server name dialog box requires a name for the FaxPress server. This name identifies the FaxPress i

Installing the FaxPress Server Software Installing the Server2—6113. Enter a valid, unique IP address for the FaxPress server. The IP address must be

ixSelect Mode ________________________________________________________ 10-17Select Database _____________________________________________________ 10

FaxPress Administrator’s Guide2—6215. The Summary information will be displayed. Verify the parameters you selected. If a parameter is incorrect, sele

Installing the FaxPress Server Software Installing the Server2—63Continue. Select Skip to enter the key at a later time. Selecting Skip will enble the

FaxPress Administrator’s Guide2—64Note: In some cases, if the FaxPress takes longer than usual to (come up)respond??, the(if setup takes longer than u

Installing the FaxPress Server Software Installing the Server2—6521. When the completion message is displayed, click OK to finish the FaxPress Server

FaxPress Administrator’s Guide2—66

Installing the Client 3 What’s In This ChapterOverview ...

FaxPress Administrator’s Guide3—2OverviewThis chapter describes:• How to install the FaxPress Administrator Client. This includes the Administrative T

Installing the Administrator Client Installing the Client3—3Installing the Administrator ClientThis section describes how to install the FaxPress Admi

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