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

FaxPress Administrator TrainingBasic 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

Basic Installation and ConfigurationSeptember 9, 2008 8AM – 9AM PT

About Castelle FaxPress Overview Installation Requirements Demo - Server Installation Demo - Client Installation Basic Configuration Demo – Sending/Receiving Faxes Q&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 Overview

FaxPress Overview

FaxPress Server

Diskless applianceDiskless appliance

FaxPress requires shared storage from a host machineFaxPress requires shared storage from a host machine

Logs into the Share as a network user to access it own filesLogs into the Share as a network user to access it own files

Boot PROMBoot PROM

Only code inside the box when turned offOnly code inside the box when turned off

Hardware self test (LED sequence)Hardware self test (LED sequence)

Includes networking driversIncludes networking drivers

Loads “sys” and “out” file from Host File Server to its own memory Loads “sys” and “out” file from Host File Server to its own memory

All files live in the Castelle directory on the Host File ServerAll files live in the Castelle directory on the Host File Server

FaxPress Overview

FaxPress 2500 FaxPress 5000

Fax Modems 1 or 2 Lines 4 or 8 Lines

Microprocessors 1 2 or 3

Recommendednumber of Users 50 to 100 Unlimited

Network TopologyEthernet10/100Base T

Ethernet10/100Base T

Email Integration Standard Standard

Windows2000/XP/2003/Vista Yes Yes

Netware 5.x/6.x Yes Yes

Terminal Server Support Yes Yes

FaxPress Overview

Host Machine:FaxPress Server

Software

FaxPress Fax Archive

And Email Gateway

Client PC Client PC Laptop

Exchange Server with FaxPress

Exchange Connector

FaxPress Fabsoft Interface (ERP,

CRM, etc.)

Multifunction Device

FaxPress

FaxPress 9.x Features

Similar interface used by FaxPress PlusSimilar interface used by FaxPress Plus

MSI Installer – use Group Policy to install clientMSI Installer – use Group Policy to install client

Expanded MFP IntegrationsExpanded MFP Integrations

EFI SendMe Ricoh GlobalScan

Sharp OSA2 Platform Windows Vista and Office 2007 compatibilityWindows Vista and Office 2007 compatibility

Exchange Server 2007 compatibility – New feature of 9.1/9.1.5Exchange Server 2007 compatibility – New feature of 9.1/9.1.5

Shared storage can be an existing workstation or serverShared storage can be an existing workstation or server

Static IP address recommended for host machineStatic IP address recommended for host machine

Administrative rights to install FaxPress softwareAdministrative rights to install FaxPress software

IP teaming (network load balancing) not supportedIP teaming (network load balancing) not supported

Installation Requirements

Host MachineHost Machine

Minimum Hardware:Minimum Hardware: Intel Pentium III or equivalent 500MHZ or fasterIntel Pentium III or equivalent 500MHZ or faster

256MB of system memory256MB of system memory

100MB of HD, but depends on volume of fax 100MB of HD, but depends on volume of fax

Estimate 100K per fax page

100 pages = 10MB

1000 pages = 100MB

10,000 pages = 1GB



Supported Platforms:Supported Platforms: Windows 2000/XP/2003 – TCP/IP (32 bit OS only)Windows 2000/XP/2003 – TCP/IP (32 bit OS only)

Note:Note: Windows Vista/2008 Server not supported Windows Vista/2008 Server not supported

Netware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IPNetware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IP



Windows 2000/XP/2003

Special Considerations:Special Considerations:

FaxPress installation creates a local user and groupFaxPress installation creates a local user and group

If Windows XP is using simple file sharing then If Windows XP is using simple file sharing then “Enable “Enable network users to change my files”network users to change my files” must be checked on the must be checked on the “Share”“Share” tab under the Castelle directory properties tab under the Castelle directory properties

NetBIOS over TCP/IP must be enabledNetBIOS over TCP/IP must be enabled

Windows 2003 Server install requires FaxPress firmware at Windows 2003 Server install requires FaxPress firmware at version 7.0version 7.0


Netware NDS

Special Considerations:Special Considerations:

Netware Client on Computer running installation Netware Client on Computer running installation (Microsoft Client for Netware will not work)(Microsoft Client for Netware will not work)

““Read Write Replica”Read Write Replica” enabled on Host File Server enabled on Host File Server

Administrative rights to context in which FaxPress user is Administrative rights to context in which FaxPress user is to be createdto be created

Administrative rights to context in which the Host File Administrative rights to context in which the Host File Server existsServer exists

Novell Core Protocol (NCP) Level 3 not supportedNovell Core Protocol (NCP) Level 3 not supported



FaxPress UnitFaxPress Unit 10/100 BaseT network connection10/100 BaseT network connection

Analog loop start phone linesAnalog loop start phone lines

FaxPress needs static IP addressFaxPress needs static IP address

Server setup run on same network segment as FaxPress Server setup run on same network segment as FaxPress

Client MachinesClient Machines Faxmain client installed on user’s workstationFaxmain client installed on user’s workstation

Administrative rights to install FaxPress softwareAdministrative rights to install FaxPress software



Client MachinesClient Machines

Minimum Hardware:Minimum Hardware:

Intel Pentium III or equivalent 500MHZ or fasterIntel Pentium III or equivalent 500MHZ or faster

Minimum 64MB of system memoryMinimum 64MB of system memory

Minimum 50MB of HDDMinimum 50MB of HDD

Supported Platforms:Supported Platforms:

Windows 2000/XP/2003/Vista – TCP/IPWindows 2000/XP/2003/Vista – TCP/IP

64 bit OS support for Windows Vista only64 bit OS support for Windows Vista only


Client MachinesClient Machines

FaxPress Installation

FaxPress Installation: Server Installation Demo

Client Installation Demo

Demo - Fax Press Server InstallationDemo - Fax Press Server Installation

FaxPress Server Installation


Common Errors:

Can’t find FaxPress on network

Can’t create user and group on host machine

Can’t set IP Address to the FaxPress device

Installing on Windows Host Machine: LAN Manager Authentication Level?

Windows XP Firewall enabled?

Complex password rule for Windows 2003 environment?

Troubleshooting Scenario


What’s going on???

Computer Management Tools

View Users/Groups

View File/Folder permissions

View connected users and files in use

FP Configurator

View FaxPress Server settings

Change IP addresses

Change login password for S/N User

Troubleshooting Scenario


Computer Management Snap-in



FP Configurator for TCP/IP

Demo - FaxPress client Installation

FaxPress Client Installation

FaxPress Configuration

Basic Server Configuration

FaxPress Configuration

FaxPress Configurations: Defaults mostly OKDefaults mostly OK

Done through FaxPress clientDone through FaxPress client

Need Supervisor privilegesNeed Supervisor privileges

Fax Line SettingsFax Line Settings Set remote and terminal ID and local fax number per fax lineSet remote and terminal ID and local fax number per fax line PBX Pre-Dial (9, 8, etc) up to 5 charactersPBX Pre-Dial (9, 8, etc) up to 5 characters #of rings to answer (how many rings before FaxPress answers the #of rings to answer (how many rings before FaxPress answers the

incoming fax call)incoming fax call) Set line direction. Select “Not Connected” if no fax line connectedSet line direction. Select “Not Connected” if no fax line connected

Basic FaxPress Configuration

Fax Line SettingsFax Line Settings Routing TypeRouting Type

Assign Line to User (default is Unaddressed but can be different for each line).

DTMF (manual routing by the sender using DTMF tones)

DID/PBX (FaxPress will listen for DTMF tones of DID extention)



Line SettingsLine Settings

Storage ReclamationStorage Reclamation Need to enable “Automatic Clean up”Need to enable “Automatic Clean up” Only received faxes deleted by “Purge old faxes…” option.Only received faxes deleted by “Purge old faxes…” option. Best option is to use the FaxPress Archive serviceBest option is to use the FaxPress Archive service



Storage ReclamationStorage Reclamation

Dialing PropertiesDialing Properties Select Country code and enter area codeSelect Country code and enter area code Enable dialing PBX access codesEnable dialing PBX access codes Enable PBX pre-dial per local or long distance Enable PBX pre-dial per local or long distance Apply dialing rules for fax numbersApply dialing rules for fax numbers Area Code Rules applicable only for US and CanadaArea Code Rules applicable only for US and Canada



Dialing PropertiesDialing Properties

Creating FaxPress UsersCreating FaxPress Users Supervisor can add users manually through clientSupervisor can add users manually through client

Need to configure user properties Need to configure user properties

Can base new users on an existing configured user accountCan base new users on an existing configured user account



Adding Users ManuallyAdding Users Manually

Sending and Receiving Faxes

Sending a FaxSending a Fax Sending a fax via FaxPress clientSending a fax via FaxPress client

Using the Send Fax Interface Using the Send Fax Interface

Receiving a FaxReceiving a Fax Automatic vs. manual Incoming fax routingAutomatic vs. manual Incoming fax routing

Unaddressed folderUnaddressed folder

Incoming Fax QueueIncoming Fax Queue

Demo – Sending an Receiving a fax

Sending and Receiving Faxes

Additional Setup Tasks

Importing users Importing users

Creating cover pagesCreating cover pages

Creating phone booksCreating phone books

Configure for automatic routingConfigure for automatic routing

Fax archivingFax archiving

Email integrationEmail integration

FaxPress Q&A

The End

Documents

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