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FaxPress Administrator Training Basic Installation and Configuration

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

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FaxPress Administrator Training Basic Installation and Configuration

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  1. A New Generation of Network Fax Servers for Business and Enterprise FaxPress Administrator TrainingBasic Installation and Configuration

  2. A New Generation of Network Fax Servers for Business and Enterprise The purpose of this training is to provide our VARs/Partners education and knowledge of Castelle Network Fax Servers as well as the opportunity to have training of FaxPress installation and configuration.

  3. Technical Support (6AM – 5PM PST) Phone: (408) 852-8080cstlsupport@captaris.com sdk@castelle.com Pre-Sales Support Darius Rike Phone: (408) 852-8016Fax: (408) 852-8116 dariusrike@captaris.com Support Contacts Darin McGinnes Phone: (408) 852-8065Fax: (408) 852-8165 darinmcginnes@captaris.com

  4. Web Training Agenda Basic Installation and Configuration September 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

  5. About Castelle “The All-in-One Fax Solution for Business and Enterprise” • Complete network fax solution • Includes all necessary hardware and software • Desktop PC faxing • Fax-to-Email integration • Production faxing • Workflow and Document Management Integration • Integration with Scanners and Multi-Function Printers (MFP) • Tools for developing custom fax applications • Support for leading network environments

  6. FaxPress Overview

  7. FaxPress Overview • FaxPress Server • Diskless appliance • FaxPress requires shared storage from a host machine • Logs into the Share as a network user to access it own files • Boot PROM • Only code inside the box when turned off • Hardware self test (LED sequence) • Includes networking drivers • Loads “sys” and “out” file from Host File Server to its own memory • All files live in the Castelle directory on the Host File Server

  8. FaxPress Overview

  9. FaxPress Overview

  10. FaxPress 9.x Features • Similar interface used by FaxPress Plus • MSI Installer – use Group Policy to install client • Expanded MFP Integrations • EFI SendMe • Ricoh GlobalScan • Sharp OSA2 Platform • Windows Vista and Office 2007 compatibility • Exchange Server 2007 compatibility – New feature of 9.1/9.1.5

  11. Installation Requirements Host Machine • Shared storage can be an existing workstation or server • Static IP address recommended for host machine • Administrative rights to install FaxPress software • IP teaming (network load balancing) not supported

  12. Installation Requirements Host Machine • Minimum Hardware: • Intel Pentium III or equivalent 500MHZ or faster • 256MB of system memory • 100MB of HD, but depends on volume of fax • Estimate 100K per fax page • 100 pages = 10MB • 1000 pages = 100MB • 10,000 pages = 1GB

  13. Installation Requirements Host Machine • Supported Platforms: • Windows 2000/XP/2003 – TCP/IP (32 bit OS only) • Note:Windows Vista/2008 Server not supported • Netware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IP

  14. Installation Requirements • Windows 2000/XP/2003 • Special Considerations: • FaxPress installation creates a local user and group • If Windows XP is using simple file sharing then “Enable network users to change my files” must be checked on the “Share” tab under the Castelle directory properties • NetBIOS over TCP/IP must be enabled • Windows 2003 Server install requires FaxPress firmware at version 7.0

  15. Installation Requirements • Netware NDS • Special Considerations: • Netware Client on Computer running installation (Microsoft Client for Netware will not work) • “Read Write Replica” enabled on Host File Server • Administrative rights to context in which FaxPress user is to be created • Administrative rights to context in which the Host File Server exists • Novell Core Protocol (NCP) Level 3 not supported

  16. Installation Requirements FaxPress Unit • 10/100 BaseT network connection • Analog loop start phone lines • FaxPress needs static IP address • Server setup run on same network segment as FaxPress

  17. Installation Requirements • Client Machines • Faxmain client installed on user’s workstation • Administrative rights to install FaxPress software

  18. Installation Requirements Client Machines • Minimum Hardware: • Intel Pentium III or equivalent 500MHZ or faster • Minimum 64MB of system memory • Minimum 50MB of HDD

  19. Installation Requirements Client Machines • Supported Platforms: • Windows 2000/XP/2003/Vista – TCP/IP • 64 bit OS support for Windows Vista only

  20. FaxPress Installation • FaxPress Installation: • Server Installation Demo • Client Installation Demo

  21. FaxPress Server Installation Demo - Fax Press Server Installation

  22. 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? FaxPress Server Installation Troubleshooting Scenario

  23. FaxPress Server Installation 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

  24. FaxPress Server Installation Computer Management Snap-in

  25. FaxPress Server Installation FP Configurator for TCP/IP

  26. FaxPress Client Installation Demo - FaxPress client Installation

  27. FaxPress Configuration Basic Server Configuration

  28. FaxPress Configuration FaxPress Configurations: • Defaults mostly OK • Done through FaxPress client • Need Supervisor privileges

  29. Basic FaxPress Configuration Fax Line Settings • Set remote and terminal ID and local fax number per fax line • PBX Pre-Dial (9, 8, etc) up to 5 characters • #of rings to answer (how many rings before FaxPress answers the incoming fax call) • Set line direction. Select “Not Connected” if no fax line connected

  30. Basic FaxPress Configuration Fax Line Settings • Routing 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)

  31. Basic FaxPress Configuration Line Settings

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

  33. Basic FaxPress Configuration Storage Reclamation

  34. Basic FaxPress Configuration Dialing Properties • Select Country code and enter area code • Enable dialing PBX access codes • Enable PBX pre-dial per local or long distance • Apply dialing rules for fax numbers • Area Code Rules applicable only for US and Canada

  35. Basic FaxPress Configuration Dialing Properties

  36. Basic FaxPress Configuration Creating FaxPress Users • Supervisor can add users manually through client • Need to configure user properties • Can base new users on an existing configured user account

  37. Basic FaxPress Configuration Adding Users Manually

  38. Sending and Receiving Faxes Sending a Fax • Sending a fax via FaxPress client • Using the Send Fax Interface Receiving a Fax • Automatic vs. manual Incoming fax routing • Unaddressed folder • Incoming Fax Queue

  39. Sending and Receiving Faxes Demo – Sending an Receiving a fax

  40. Additional Setup Tasks • Importing users • Creating cover pages • Creating phone books • Configure for automatic routing • Fax archiving • Email integration

  41. FaxPress Q&A

  42. The End

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