FaxPress Administrator Training Advanced Installation and Configuration A New Generation of Network Fax Servers for Business and Enterprise

FaxPress Administrator TrainingAdvanced Installation and Configuration

A New Generation of Network Fax Servers for Business and Enterprise

A New Generation of Network Fax Servers for Business and Enterprise

The purpose of this training is to provide our VARs/Partners The purpose of this training is to provide our VARs/Partners

education and knowledge of Castelle Network Fax Servers as education and knowledge of Castelle Network Fax Servers as

well as the opportunity to have training of FaxPress well as the opportunity to have training of FaxPress

installation and configuration.installation and configuration.

Darius Rike

Phone: (408) 852-8016Fax: (408) 852-8116 [email protected]

Support ContactsPre-Sales Support

(6AM – 5PM PST)

Phone: (408) [email protected]

[email protected]

Technical Support

Darin McGinnes

Phone: (408) 852-8065Fax: (408) 852-8165

[email protected]

Web Training Agenda

Advanced Installation and ConfigurationJune 4, 2008 8AM – 9AM PT

About CastelleAbout Castelle Importing UsersImporting Users Creating Cover PagesCreating Cover Pages Creating PhonebooksCreating Phonebooks Automatic RoutingAutomatic Routing Client PreferencesClient Preferences Server PropertiesServer Properties User PropertiesUser Properties Transaction logs & ReportsTransaction logs & Reports Q&AQ&A

““The All-in-One Fax Solution for Business and Enterprise”The All-in-One Fax Solution for Business and Enterprise”

Complete network fax solutionComplete network fax solution

Includes all necessary hardware and softwareIncludes all necessary hardware and software

Desktop PC faxingDesktop PC faxing

Fax-to-Email integrationFax-to-Email integration

Production faxingProduction faxing

Workflow and Document Management IntegrationWorkflow and Document Management Integration

Integration with Scanners and Multi-Function Printers (MFP)Integration with Scanners and Multi-Function Printers (MFP)

Tools for developing custom fax applicationsTools for developing custom fax applications

Support for leading network environmentsSupport for leading network environments

About Castelle

FaxPress Administration

Advanced FaxPress AdministrationAdvanced FaxPress Administration

Importing UsersImporting Users

Creating and Modifying Cover PagesCreating and Modifying Cover Pages

Creating Corporate PhonebooksCreating Corporate Phonebooks

Importing Users using Administration ToolsImporting Users using Administration Tools Import Network Users Utility uses ADSI.Import Network Users Utility uses ADSI. Import Exchange Users Utility uses Exchange Address Book.Import Exchange Users Utility uses Exchange Address Book. Still need to configure user properties.Still need to configure user properties.

Importing Users

Importing Users

Import Network Users utilityImport Network Users utility

Importing Users

Import Network Users utilityImport Network Users utility

Importing Users

Import Exchange Users utilityImport Exchange Users utility

Cover pagesCover pages FaxPress supports PCL and Word .DOC format cover pages.FaxPress supports PCL and Word .DOC format cover pages.

PCL cover pages are created using Castelle Cover page Editor.PCL cover pages are created using Castelle Cover page Editor.

DOC cover pages are created using Word Cover Page Macro.DOC cover pages are created using Word Cover Page Macro. Adds CoverPage commands to Word.Adds CoverPage commands to Word.

Keyword fields populate sender and recipient info fromKeyword fields populate sender and recipient info from

Send Fax interface.Send Fax interface.

Cover Pages

Creating Corporate and Personal Cover pagesCreating Corporate and Personal Cover pages Easiest to modify cover page templates under Personal Folders.Easiest to modify cover page templates under Personal Folders. Personal Cover pages added under user’s mailbox folder.Personal Cover pages added under user’s mailbox folder. Corporate cover page located on host machine .Corporate cover page located on host machine .

Located in Castelle System folderLocated in Castelle System folder Rename personalized cover page to “coverpg.doc”Rename personalized cover page to “coverpg.doc” Recommend to keep back up of original Recommend to keep back up of original

Cover Pages

Cover Pages

Accessing Cover Page Templates Accessing Cover Page Templates

Cover Pages

Modifying Cover page template Modifying Cover page template

Cover Pages

Adding Personal Cover PageAdding Personal Cover Page

Cover Pages

Publishing Personal Cover PagePublishing Personal Cover Page

Cover Pages

User can select cover pagesUser can select cover pages

Corporate PhonebooksCorporate Phonebooks Native FaxPress PhonebooksNative FaxPress Phonebooks

Stores phonebook data on host machine.Stores phonebook data on host machine.

Supervisors and Operators can only manage phonebooks.Supervisors and Operators can only manage phonebooks.

Create groups and entries manually.Create groups and entries manually.

Can import .csv file data.Can import .csv file data.

Phone Books

Phone Books

Adding Member in PhonebookAdding Member in Phonebook

Corporate PhonebooksCorporate Phonebooks External Database Phone booksExternal Database Phone books

Uses ODBC connection to data source.Uses ODBC connection to data source.

Supports Excel, Access, Microsoft SQL Server.Supports Excel, Access, Microsoft SQL Server.

Phonebook views map data source fields to FaxPress fields.Phonebook views map data source fields to FaxPress fields.

Phone Books

Phone Books

Creating Phonebook views for Database PhonebookCreating Phonebook views for Database Phonebook

FaxPress Configuration

Advanced FaxPress Configuration

Automatic Routing

Personal (Client) Preferences

Server Properties

User Properties

Automatic Inbound Routing

DID/PBX Routing (Automatic Routing)DID/PBX Routing (Automatic Routing) FaxPress configuration very simpleFaxPress configuration very simple

Line Setting, mailbox Id’s, Advanced function. Analog line to FaxPress is RJ-11 only. FaxPress expects DTMF tones on answer. FaxPress expects 3 or 4 digits but filters have been added to handle

other strings with more digits.

Where the analog line comes from is more complexWhere the analog line comes from is more complex DID Trunks from local bell to Exacom to FaxPress. T-1 to Line Termination Unit (Adtran for instance) to FaxPress. T-1 to PBX to FaxPress.

Automatic Inbound Routing


FaxPress Configurations: Defaults mostly OKDefaults mostly OK

Done through FaxPress clientDone through FaxPress client

Need Supervisor privilegesNeed Supervisor privileges


Personal Preferences (Via Fax, Options menu)Personal Preferences (Via Fax, Options menu) Personal Folders (no option to change Faxpress.spl)Personal Folders (no option to change Faxpress.spl)

Default cover page format: DOC or PCLDefault cover page format: DOC or PCL

Viewer: TIFF or PDFViewer: TIFF or PDF

Select Default Phone Book Select Default Phone Book

Startup OptionsStartup Options

Client TracingClient Tracing


Personal Preferences (Via Fax, Options menu)Personal Preferences (Via Fax, Options menu)

Server SettingsServer Settings Can change Server name hereCan change Server name here

Default Symbol Set should match your systems (PC-8 is Default Symbol Set should match your systems (PC-8 is default for US)default for US)

Default font is used for text attachmentsDefault font is used for text attachments

Voice Phone numberVoice Phone number


Server PropertiesServer Properties


Server SettingsServer Settings

Advanced Functions TabAdvanced Functions Tab Add a date and time stamp….(only on faxes printed by the Add a date and time stamp….(only on faxes printed by the

FaxPress)FaxPress)

Keep outgoing faxes…. (do you really need them?)Keep outgoing faxes…. (do you really need them?)

Use the same fax line….(keeps FaxPress from sending faxes to the Use the same fax line….(keeps FaxPress from sending faxes to the same fax number simultaneously)same fax number simultaneously)

Include Recipients and Senders name….(No cover page?)Include Recipients and Senders name….(No cover page?)

When resending failed faxes…..(Reduces time on retries but may When resending failed faxes…..(Reduces time on retries but may break up a fax)break up a fax)



Advanced Functions TabAdvanced Functions Tab Truncate Blank Lines (Don’t recommend using this)Truncate Blank Lines (Don’t recommend using this) After sending fax print entire fax…..(OK)After sending fax print entire fax…..(OK) For outgoing faxes the imprint line….(Pre-pended adds a line, that For outgoing faxes the imprint line….(Pre-pended adds a line, that

could cover the top part of the fax).could cover the top part of the fax). I am using DID for inbound fax routing….(used to set the number of I am using DID for inbound fax routing….(used to set the number of

digits for Mailbox ID 3 or 4)digits for Mailbox ID 3 or 4) To enable DID receiving diagnostic…..(only keep on if To enable DID receiving diagnostic…..(only keep on if

troubleshooting, requires FaxPress reboot)troubleshooting, requires FaxPress reboot) Keep a copy when forwarding an incoming fax….(by default if you Keep a copy when forwarding an incoming fax….(by default if you

set a FaxPress user to forward no copy is kept)set a FaxPress user to forward no copy is kept)



Advanced Functions (Enable Support For)Advanced Functions (Enable Support For) Load SharingLoad Sharing

Configure on Slaves Only

Recommend only 16 slave lines max

HP Scanner SupportHP Scanner Support Via Drop Directory

HP 9100c/9200 and various HP MFP 4100 and 9100 series with LAN FAX support




Advanced FunctionsAdvanced Functions

Castelle Internet Fax TabCastelle Internet Fax Tab Outgoing FaxOutgoing Fax

Must set up Internet Fax Tables Will use local line if can’t communicate with remote FaxPress

Incoming FaxIncoming Fax Deliver Faxes to Local Users or Dial out over the phone lines Fax job will be sent to local user according to line settings Can route to specific users with T.30 Sub-addressing




CIF PropertiesCIF Properties


IP network

Router

Router

CASTELLEFaxPress 3500

CASTELLEFaxPress 1500-N

Fax

LAN 1California,

USA

LAN 2Japan

FaxPress 1

FaxPress 2Santa Clara1-408-496-0502

Los Angeles1-310-555-1234

Internet Faxing using CIF

User Authentication Tab (Novell Only)User Authentication Tab (Novell Only) Requires Novell Netware ClientRequires Novell Netware Client FaxPress can be hosted on non Netware File serverFaxPress can be hosted on non Netware File server Careful with the supervisor account (Can change Careful with the supervisor account (Can change

supervisor privilege).supervisor privilege).



Server Information TabServer Information Tab FaxPress Server InformationFaxPress Server Information

Server name, Serial number and IP address Advanced: FaxPress software version, build dates and EProm

version

File Server InformationFile Server Information File server name Share name and Directory




Server InformationServer Information

User Account TabUser Account Tab User name, privilege level, fax and phone numbers Mailbox ID – Used for DID routing PBX Access Code Enforce Billback Code for user

Outgoing Faxes TabOutgoing Faxes Tab Set time to send, Use Advanced button to set baud rate and number of retries Enable printing of outgoing fax confirmations

Incoming Faxes TabIncoming Faxes Tab Forward incoming fax to other user or fax recipient Enable printing of incoming fax

User PropertiesUser Properties



User AccountUser Account


Outgoing FaxesOutgoing Faxes


Incoming FaxesIncoming Faxes

Printer Configuration TabPrinter Configuration Tab Setup for Network Printing Enable printing via Printing Gateway

Network Details TabNetwork Details Tab Shows user and phone book directory path on file server Must be logged in as Supervisor to view path information

Archive Settings TabArchive Settings Tab Allows user to change the location and type for the archive

database


User PropertiesUser Properties


Printer ConfigurationPrinter Configuration


Network Details and Archive SettingsNetwork Details and Archive Settings

Line Settings not available through UI (fxcfg#.a files)Line Settings not available through UI (fxcfg#.a files) No_ans_ring = x (number of rings before outgoing call fails)No_ans_ring = x (number of rings before outgoing call fails)

Did_failure = 1 (no mailbox ID or no match for digits goes to Did_failure = 1 (no mailbox ID or no match for digits goes to unaddressed)unaddressed)

Rx_baud_rate = (v.27, v.29 or v.27/v.29)Rx_baud_rate = (v.27, v.29 or v.27/v.29)

Plus othersPlus others


fxcfg#.a filefxcfg#.a file


Fxcfg1.a

Transaction LogsTransaction Logs Allows Supervisor to view and manage transaction log files.Allows Supervisor to view and manage transaction log files. FaxPress generates log entry on all faxes sent and received.FaxPress generates log entry on all faxes sent and received. Log info contains who, when, where, and other information.Log info contains who, when, where, and other information. Can apply filter when viewing log.Can apply filter when viewing log. Can be exported as TXT or CSV file format.Can be exported as TXT or CSV file format.

Transaction Logs

Transaction Logs

Transaction log dates and filtersTransaction log dates and filters

Transaction Logs

Transaction log listTransaction log list

Fax Report FolderFax Report Folder Reports generates fax transaction log information available in a Reports generates fax transaction log information available in a

variety of report formats. variety of report formats. They are a convenient, user-friendly presentation tool for the They are a convenient, user-friendly presentation tool for the

FaxPress Transaction Logs.FaxPress Transaction Logs. Can only choose from pre-defined reports. Supervisor cannot create Can only choose from pre-defined reports. Supervisor cannot create

custom reports.custom reports. Reports can be exported as PDF, Excel, or Word.Reports can be exported as PDF, Excel, or Word.

Fax Reports

Fax Reports

System Fax Report listSystem Fax Report list

Fax Reports

Fax ReportFax Report

FaxPress Q&A

Presentation available at:

ftp://ftp.castelle.com/Pub/Sales%20Eng/VARTraining/

The End

Documents

FaxPress Administrator Training Advanced Installation and Configuration A New Generation of Network Fax Servers for Business and Enterprise