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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]
Technical Support
Darin McGinnes
Phone: (408) 852-8065Fax: (408) 852-8165
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
Advanced FaxPress Configuration
FaxPress Configurations: Defaults mostly OKDefaults mostly OK
Done through FaxPress clientDone through FaxPress client
Need Supervisor privilegesNeed Supervisor privileges
Advanced FaxPress Configuration
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
Advanced FaxPress Configuration
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
Advanced FaxPress Configuration
Server PropertiesServer Properties
Advanced FaxPress Configuration
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 FaxPress Configuration
Server PropertiesServer Properties
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 FaxPress Configuration
Server PropertiesServer Properties
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 FaxPress Configuration
Server PropertiesServer Properties
Advanced FaxPress Configuration
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
Advanced FaxPress Configuration
Server PropertiesServer Properties
Advanced FaxPress Configuration
CIF PropertiesCIF Properties
Advanced FaxPress Configuration
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).
Advanced FaxPress Configuration
Server PropertiesServer Properties
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
Advanced FaxPress Configuration
Server PropertiesServer Properties
Advanced FaxPress Configuration
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
Advanced FaxPress Configuration
Advanced FaxPress Configuration
User AccountUser Account
Advanced FaxPress Configuration
Outgoing FaxesOutgoing Faxes
Advanced FaxPress Configuration
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
Advanced FaxPress Configuration
User PropertiesUser Properties
Advanced FaxPress Configuration
Printer ConfigurationPrinter Configuration
Advanced FaxPress 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
Advanced FaxPress Configuration
fxcfg#.a filefxcfg#.a file
Advanced FaxPress Configuration
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