Copyright © Open Text Corporation. All rights reserved. Slide 1 Automatic Routing With Captaris FaxPress and FaxPress Premier Darin McGinnes Sales Engineer

Copyright © Open Text Corporation. All rights reserved.

Slide 1

Automatic Routing

With Captaris FaxPress and FaxPress Premier

Darin McGinnesSales Engineer

April 10, 2023

Web Training Agenda

1 Hour overview of Captaris FaxPress and Premier automatic routing

What is automatic routing

Configuring automatic routing

Demonstration

Additional Options

Q&A

Please hold questions for Q & A session at end of presentation


Slide 3

What is Automatic Routing?

What is Automatic Routing?

The ability to route incoming faxes without any user intervention

Promotes confidentiality, security, fast delivery, and cost efficiency

Can be configured to route individual’s incoming faxes:

To fax inbox via desktop client

To email as fax notification

To shared folder as TIFF or PDF

To printer

To custom application


Slide 4

How Automatic Routing Works

Based on Direct Inward Dialing Numbers (DID)

Purchased as blocks of numbers through phone service provider

Enables companies to have fewer lines than extensions

Typically used with PBX (private phone switch) systems

Used for voice and fax applications

DID numbers are assigned to individuals or groups as fax numbers

Incoming calls routed to customer premises

Typically over digital T1 lines to PBX

Legacy PBX systems may use analog DID trunks


Slide 5

How Automatic Routing Works (Cont)

FaxPress interfaces with customer’s PBX

Captaris FaxPress & Premier only support analog loop start lines

Connected to analog phone (FXS) ports on PBX

PBX must out-pulse DID extension as DTMF tones

FaxPress requires DTMF to route incoming faxes

Supported by most PBX systems

May not be supported by legacy systems

Typically requires expert PBX programming

FaxPress matches DTMF to FaxPress account

FaxPress account assigned Mailbox ID

Mailbox ID can be up to 7 digits


Slide 6

Typical PBX Integration


Slide 7

Alternate Phone System Integrations

If customer wants automatic routing but does not have a PBX:

Purchase analog DID trunks from Phone Provider

Purchase DID-to-Analog converter (such as Exacom “DID brick” or Multitech CallFinder)

DID numbers routed over analog DID trunks

If customer’s PBX cannot out-pulse DID as DTMF:

Either purchase analog DID trunks with DID-to-Analog converter

– Inbound fax traffic will not go through PBX

– Outbound fax traffic may go through PBX

Or use Integrated Access Device (such as Adtran or Cisco, etc.)

– Device converts digital T1 channels to analog phone ports (FXS)

– May be used “upstream” or “downstream” from the PBX

– “Downstream” option will need an available T1 interface on PBX

– Programming of device required


Slide 8

Integration with DID-to-Analog Converter


Slide 9

Integration with Integrated Access Device


Slide 10


Slide 11

Configuring automatic routing

Before you Begin (Requirements)

FaxPress server up and running

Connected to network and phone system

Desktop client installed on a workstation

Must be able to access FaxPress server over network

May use web client as an alternative

Ability to send & receive test fax

PBX programmed to out-pulse DID extension to DTMF tones

Open Text is not responsible for PBX programming

May require programming support from PBX expert

Recommend PBX expert on hand for troubleshooting


Slide 12

Configuring Automatic Routing

Login to FaxPress client as Administrator

Set routing type to “PBX/DID” for fax lines that require DID routing

Setup DTMF digit string mask

FaxPress can filter unnecessary digits sent to it by PBX for Mailbox ID

Configured in PBX/DID tab of server Properties

Assign Mailbox ID to FaxPress User Accounts

FaxPress supports up to 7 digits for Mailbox ID (typical is 3 or 4 digits)

Can be configured manually in User Properties or automatically via Active Directory Synchronization utility


Slide 13

Demonstration


Slide 14

Configuration Demonstration

Troubleshooting

Make sure FaxPress is configured properly

Recommend Technical Support Guidance

Enable DTMF log in Advanced Function tab of Server Properties

Records DTMF digits passed, parsed Mailbox ID, Job Number, Date & Time

DTMF.log created on FaxPress server: C:\Castelle\Data folder

If not present, FaxPress is not properly receiving DTMF digits

Most adjustments are usually made on PBX

Requires expert knowledge of PBX system

Use digit grabber to capture digits from PBX


Slide 15


Slide 16

Additional Routing Options

Additional Routing Options

Call Subscriber Identification (CSID)

CSID is used to identify each fax device when fax communication is established

– Field manually entered on a fax device or in software

– Usually consists of either a fax number or company name

– Routing dependent on configuration of remote fax device

– Setup in FaxPress using CFG file (not supported in UI)

Advantage:

– Routing option useful if receiving faxes from known parties

– Routing option does not require DID numbers or telecom equipment

Disadvantage:

– Dependant on remote fax device to be configured properly with CSID field


Slide 17

Additional Routing Options (Cont)

Caller ID (CID)

Uses CID information to route incoming faxes

– Caller ID is a telephone service provided on POTS lines

– Transmitted to the called party equipment during ringing signal

– Setup in FaxPress using CFG file (not supported in UI)

Advantage:

– Routing option useful if receiving faxes from known parties

– Routing option does not require DID numbers or telecomm equipment

– Not dependant on configuration of remote fax device

Disadvantage:

– Customer needs to purchase Caller ID service from Telco and have it routed properly to FaxPress device


Slide 18

Useful Links

Captaris FaxPress Documentation:

http://www.captaris.com/support/documentation/faxpress/index.html

FaxPress knowledgebase: http://www.captaris.com/Scripts/captaris.cfg/php.exe/enduser/std_alp.php

FaxPress downloads:

http://www.captaris.com/support/downloads/faxpress/index.html

Q & A


Slide 20


Slide 21

Thank You

Documents

Copyright © Open Text Corporation. All rights reserved. Slide 1 Automatic Routing With Captaris FaxPress and FaxPress Premier Darin McGinnes Sales Engineer