Alcatel-Lucent OmniTouch Fax Server Application Service manual

Alcatel-Lucent Applications
All Rights Reserved © Alcatel-Lucent 2007
Alcatel-Lucent
OmniTouch Fax Server
Application
System Administrator Guide
8AL_90215_USAA ed.01
Release 5
June, 2007

i
Legal Notice
Alcatel, Lucent, Alcatel-Lucent and the Alcatel-Lucent logo are
trademarks of Alcatel-Lucent. All other trademarks are the property
of their respective owners.
The information presented is subject to change without notice.
Alcatel-Lucent assumes no responsibility for inaccuracies contained
herein.
Copyright © 2007 Alcatel-Lucent. All rights reserved.

OmniTouch Fax Server System Administration Guide - 8AL_90215_USAA ed.01 3
Table of Contents
Chapter 1 Introduction . . . . . . . . . . . . . . . . 7
Default License . . . . . . . . . . . . . . . . . . . . 7
T38 FaxDrivers . . . . . . . . . . . . . . . . . . . . 7
Server Components. . . . . . . . . . . . . . . . . . . 8
Fax Manager. . . . . . . . . . . . . . . . . . . . 8
Driver . . . . . . . . . . . . . . . . . . . . . . 8
Gateways . . . . . . . . . . . . . . . . . . . . . . 8
Microsoft Outlook Forms . . . . . . . . . . . . . . . 9
SMTP Gateway . . . . . . . . . . . . . . . . . . . 9
Forms for Lotus Notes . . . . . . . . . . . . . . . . 9
Web Administrator . . . . . . . . . . . . . . . . . 9
Cover Sheet Editor. . . . . . . . . . . . . . . . . . 9
Web Access Utility. . . . . . . . . . . . . . . . . . 9
Chapter 2 Administrator Login. . . . . . . . . . . . . . 11
First-Time Login . . . . . . . . . . . . . . . . . . 11
Normal Login . . . . . . . . . . . . . . . . . . . 12
Chapter 3 Web Administrator Site Configuration . . . . . . . . 13
Internal Users . . . . . . . . . . . . . . . . . . . . 13
Creating an Internal User Account . . . . . . . . . . . . 13
Modifying a Internal User Account . . . . . . . . . . . . 15
Removing a Internal User Account . . . . . . . . . . . . 16
Profiles . . . . . . . . . . . . . . . . . . . . . . . 17
Creating a Profile . . . . . . . . . . . . . . . . . . 17
Entering Organization Information . . . . . . . . . . . 18
Entering Phone Number Information . . . . . . . . . . 19
Cover Sheets and Profiles . . . . . . . . . . . . . . . 20
Assigning a default cover sheet to a profile . . . . . . . . 21
Assigning other cover sheets to a profile . . . . . . . . . 21
Replacing a cover sheet in a profile . . . . . . . . . . . 22
Removing a cover sheet from a profile . . . . . . . . . . 22
Fax options and profiles . . . . . . . . . . . . . . . . 22
Setting the fax priority . . . . . . . . . . . . . . . 23
Setting the number of retries . . . . . . . . . . . . . 24
Setting fax resolution . . . . . . . . . . . . . . . 25
Setting other fax options . . . . . . . . . . . . . . 26

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Fax header format . . . . . . . . . . . . . . . . 27
Adding a fax header to a profile . . . . . . . . . . . . 28
Security settings . . . . . . . . . . . . . . . . . . 30
Applying security settings . . . . . . . . . . . . . . 30
Notification destinations . . . . . . . . . . . . . . . 31
Adding notification destinations to a profile . . . . . . . . 31
Removing notification destinations from a profile . . . . . . 33
Modifying a profile . . . . . . . . . . . . . . . . . 34
Profile Lookup Table . . . . . . . . . . . . . . . . . . 34
Profiles . . . . . . . . . . . . . . . . . . . . . 34
Conditions . . . . . . . . . . . . . . . . . . . . 35
Ordering . . . . . . . . . . . . . . . . . . . . . 35
User Attributes . . . . . . . . . . . . . . . . . . . 35
Define Profiles with User Attributes . . . . . . . . . . 35
Assign Users to a Profile . . . . . . . . . . . . . . 37
Add Conditions . . . . . . . . . . . . . . . . . 38
Cover sheets . . . . . . . . . . . . . . . . . . . . . 38
Adding a cover sheet . . . . . . . . . . . . . . . . . 39
Renaming a cover sheet . . . . . . . . . . . . . . . . 39
Copying a cover sheet. . . . . . . . . . . . . . . . . 40
Removing a cover sheet . . . . . . . . . . . . . . . . 40
Incoming routing table . . . . . . . . . . . . . . . . . 40
Configuring the incoming routing table properties . . . . . . . 42
Routing using ANI, CSID, DTMF or DNIS/DID . . . . . . . . 43
Adding a routing destination . . . . . . . . . . . . . 44
Removing a routing destination . . . . . . . . . . . . 45
Routing Table Entry Properties . . . . . . . . . . . . . 46
Modifying a routing rule. . . . . . . . . . . . . . . . 47
Changing the priority of a routing rule . . . . . . . . . . . 47
Removing a routing rule . . . . . . . . . . . . . . . . 47
Mail . . . . . . . . . . . . . . . . . . . . . . 48
Adding a mail notification destination . . . . . . . . . . 48
Modifying a mail notification destination . . . . . . . . . 48
Removing a mail notification destination . . . . . . . . . 49
Printers . . . . . . . . . . . . . . . . . . . . . 49
Adding a printer notification destination . . . . . . . . . 49
Modifying a printer notification destination . . . . . . . . 50
Notification format for printer destinations . . . . . . . . 51
Removing a printer notification destination . . . . . . . . 52
Notification profiles . . . . . . . . . . . . . . . . . . 52
Adding a notification profile . . . . . . . . . . . . . . 52
Configuring Event Notification Properties . . . . . . . . . . 54
Modifying a notification profile . . . . . . . . . . . . . 56
Removing a notification profile . . . . . . . . . . . . . 57
Deletion Policy . . . . . . . . . . . . . . . . . . . . 57
Chapter 4 Web Administrator: System Configuration . . . . . . 59
Driver . . . . . . . . . . . . . . . . . . . . . . 59
Configuring driver options. . . . . . . . . . . . . . 59
Configuring the T.38 gateway and gatekeeper options . . . . 61
Configuring a peer list and a dial plan . . . . . . . . . . 63
Driver channels . . . . . . . . . . . . . . . . . 73
Directories Integration . . . . . . . . . . . . . . . . . 73

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Configure Directories Integration. . . . . . . . . . . . . 74
Use the OmniTouch Fax Server Internal Directory. . . . . . 74
Change the default mapping for a specific Attribute Name . . . 74
Use Active Directory . . . . . . . . . . . . . . . . 75
Authenticate the Server. . . . . . . . . . . . . . . 75
Refine the Query Fields . . . . . . . . . . . . . . . . 76
Search Base. . . . . . . . . . . . . . . . . . . 76
Search Scope . . . . . . . . . . . . . . . . . . 76
Search Filter . . . . . . . . . . . . . . . . . . 77
Attributes tab . . . . . . . . . . . . . . . . . . . 77
Use another LDAP server: . . . . . . . . . . . . . . 78
Advanced Directories Integration concepts . . . . . . . . . . . 78
Custom Attributes . . . . . . . . . . . . . . . . . . 78
Add Custom Attributes . . . . . . . . . . . . . . . 78
Conditions . . . . . . . . . . . . . . . . . . . . 78
Ordering . . . . . . . . . . . . . . . . . . . . . 78
Relation between rules (chaining) . . . . . . . . . . . . 78
Modification table . . . . . . . . . . . . . . . . . . . 78
Adding number modification entries. . . . . . . . . . . . 79
Adding actions in a number modification entry . . . . . . .80
Modifying an action in a number modification entry . . . . . 82
Changing the priority of an action in a number modification entry83
Removing an action in a number modification entry . . . . . 83
Modifying a number modification entry . . . . . . . . . . 84
Removing a number modification entry. . . . . . . . . . . 85
Administrators . . . . . . . . . . . . . . . . . . . . 85
Creating an administrator account . . . . . . . . . . . . 86
Changing an administrator account password . . . . . . . . 86
Modifying administrator account properties . . . . . . . . . 86
Deletion policy . . . . . . . . . . . . . . . . . . . . 87
Configuring the deletion policy . . . . . . . . . . . . .88
General settings . . . . . . . . . . . . . . . . . . . .88
Configuring general settings . . . . . . . . . . . . . . 89
Updating the license . . . . . . . . . . . . . . . . . 90
Viewing the license . . . . . . . . . . . . . . . . . 91
Chapter 5 Web Administrator: System Monitoring . . . . . . . 93
Inbound History. . . . . . . . . . . . . . . . . . . . 93
Rerouting a Fax . . . . . . . . . . . . . . . . . . 94
Viewing a Fax . . . . . . . . . . . . . . . . . . . 94
Forward a Fax . . . . . . . . . . . . . . . . . . . 95
Searching inbound history records . . . . . . . . . . . . 96
Viewing Fax Properties . . . . . . . . . . . . . . . . 98
Outbound history . . . . . . . . . . . . . . . . . . 101
Resubmitting a fax. . . . . . . . . . . . . . . . . 103
Resubmitting To . . . . . . . . . . . . . . . . . 103
Viewing a fax . . . . . . . . . . . . . . . . . . 103
Searching outbound history records . . . . . . . . . . . 103
Viewing fax properties . . . . . . . . . . . . . . . 105
Outgoing queue . . . . . . . . . . . . . . . . . . . 107
Cancelling fax transmission. . . . . . . . . . . . . . 109

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Cancelling one or several faxes . . . . . . . . . . . 109
Cancelling a fax broadcast . . . . . . . . . . . . . 110
Viewing a fax . . . . . . . . . . . . . . . . . . 110
Searching the outgoing queue . . . . . . . . . . . . . 110
Viewing fax properties . . . . . . . . . . . . . . . 112
Channels . . . . . . . . . . . . . . . . . . . . . 114
Viewing channel properties . . . . . . . . . . . . . . 115
Chapter 6 Cover Sheets . . . . . . . . . . . . . . . 117
Downloading OmniTouch Fax Server cover sheets from the server . . 117
Creating and editing cover sheets . . . . . . . . . . . . . 117
Uploading our OmniTouch Fax Server Cover sheets to the server . 117
Chapter 7 Banner and Notification Templates . . . . . . . . 119
Banner and Notification Template Variables . . . . . . . . . 120
Inbound Variables . . . . . . . . . . . . . . . . . 120
Outbound Variables . . . . . . . . . . . . . . . . 120
Recipient information . . . . . . . . . . . . . . 121
General Variables. . . . . . . . . . . . . . . . 121
Modifying notification and banner templates . . . . . . . . 122
HTML Mail notification body . . . . . . . . . . . . 122
Chapter 8 Use Cases . . . . . . . . . . . . . . . . 125
Scenario 1 . . . . . . . . . . . . . . . . . . . . . 125
Description . . . . . . . . . . . . . . . . . . . 125
Configuration . . . . . . . . . . . . . . . . . . 126
Scenario 2 . . . . . . . . . . . . . . . . . . . . . 126
Description . . . . . . . . . . . . . . . . . . . 126
Configuration . . . . . . . . . . . . . . . . . . 127
Additional information . . . . . . . . . . . . . . . 128
Scenario 3 . . . . . . . . . . . . . . . . . . . . . 128
Description . . . . . . . . . . . . . . . . . . . 128
Configuration . . . . . . . . . . . . . . . . . . 129
Scenario 4 . . . . . . . . . . . . . . . . . . . . . 129
Description . . . . . . . . . . . . . . . . . . . 129
Configuration . . . . . . . . . . . . . . . . . . 130
Index . . . . . . . . . . . . . . . . . . . . . 131

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 7
1Introduction
This manual is for system administrators running OmniTouch Fax
Server in the Linux operating system.
This manual describes the following:
•fax networking concepts and
•hardware and software installation
•installation and operation of advanced components such as the
rasterization services, the XML gateway, mail gateways, etc...
•user and resource management,
•advanced operations such as configuring inbound auto-routing and
least-cost routing and load balancing.
Default License
When installing OmniTouch Fax Server, on a new system, a default
license is available for evaluation purposes. This demo license
enables one instance of each component and a total of two channels
of any type (T38) in evaluation mode . The default license allows for
100 users and applies a watermark on every fax page.
T38 FaxDrivers
The number of channels is set in the Administration module.
OmniTouch Fax Server permits a maximum of four ports. There are
two settings to configure:
1Maximum number of channels - this represents the total number
of channel objects available for configuring in the Web Administrator
for the given driver. A change of value will be applied only at the
next startup of the corresponding driver.
Preferred number of channels - this represents the optimal
number of channels the driver should acquire when the system is
fully up and running.

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8 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
The difference between the number of enabled channel objects
(equal to the Maximum Number of Channels when all are
enabled) and the Preferred Number of Channels, is the
overload that the designated driver can accept when another driver
machine crashes or stops unexpectedly or becomes unavailable as a
result of network partition or normal shutdown for maintenance
purposes. This setting is live, any change of value will immediately
affect the concerned driver.
When a T38 driver initializes, the LicenseManager will attempt to
proffer the requested Maximum channel objects if enough channels
are available, or channels operating in overload by other drivers
become available.
If channels operating in overload are reclaimed, the driver will
return them as soon as they terminate any pending transmission. The
initiating driver ("lender") will reclaim its channels gradually, as soon
as they are returned by the other drivers ("borrowers") respectfully.
Server Components
The OmniTouch Fax Server server includes the following five
components: the Fax Manager, the Driver, and the Rasterization
Services, XML and SMTP gateways.
Fax Manager
The OmniTouch Fax Server Fax Manager controls and manages all user
information, the fax message store, and all configuration settings
for inbound auto-routing.
The server manages all requests from all client installations in the
OmniTouch Fax Server network and is the queue manager for
Incoming as well as Outgoing faxes. The Fax Manager is accessed
through OmniTouch Fax Server.
Driver
OmniTouch Fax Server supports both the T.38 protocol and fax
boards. If your OmniTouch Fax Server installation uses the T.38
protocol, the driver provides the interface between the fax manager
and the gatekeeper or gateway.
Incoming faxes are received by the driver and sent to the fax
manager, which in turn distributes them to the various clients in the
network. Outgoing faxes are sent to the driver from the fax manager.
Gateways
OmniTouch Fax Server offers three gateways of which the SMTP and
XML gateways are installed by default. The SMTP and XML gateways
are server components.

Chapter 1 Introduction
OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 9
Microsoft Outlook Forms
The Microsoft Outlook Forms provide a broader faxing interface
within Outlook. Forms include a fax composition form, a preview
form, and several notification forms. The Microsoft Outlook user
selects whichever form is required.
SMTP Gateway
The SMTP gateway is used to integrate with all mail systems
(SMTP/POP3, Exchange, Domino). Microsoft Outlook Express is one
example. With the SMTP gateway installed, Outlook Express users can
send and receive faxes through that e-mail program. Microsoft
Outlook Express is the SMTP client referenced in this guide. However,
users of e-mail programs such as Eudora, Netscape Communicator,
etc. can also send and receive faxes after installation of the SMTP
gateway.
Note: The SMTP gateway cannot be combined with OmniTouch Fax
Server. Also, Exchange 2000 SP3 and over are required.
Forms for Lotus Notes
OmniTouch Fax Server provides a means to submit fax jobs using the
Lotus Notes mail client. Lotus Notes Forms include two files:
❐Fax_Memo_Install.nsf - (.nsf stands for Notes Storage
Facility). These files represent typical Lotus Notes databases.
The installation database (Fax_Memo_Install.nsf) contains all
the design elements necessary to install the fax forms.
❐FAXconfiguration.nsf - The configuration database is
used to define the various languages.
Web Administrator
The Web Administrator is a means of remote administration. It would
be installed to provide both system and site administrators with the
means to administer OmniTouch Fax Server from a client computer.
Cover Sheet Editor
Administrators and users use the cover sheet editor to compose fax
cover sheets to be used when faxing with SendFAX. A selection of
preformatted cover sheets is provided. Variables that are resolved
when the fax is sent can be added to any cover sheet to include such
information as sender name, site name and address, telephone and
fax numbers, etc... By default, cover sheets reside on the server.
Administrators can decide to copy them to local computers if they
are to be directly available to users.
Web Access Utility
OmniTouch Fax Server users can use the web access utility to send
faxes and display the status of their incoming, outgoing and queued

Chapter 1 Introduction
10 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
faxes. The web access utility is automatically installed with the fax
manager.
Note: The web access utility requires Internet Explorer 6.0 or later, or
any other recent internet browser.

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 11
2 Administrator Login
First-Time Login
While the OmniTouch Fax Server is being installed, an administrator
password is requested. But when the system administrator logs in for
the first time, this password must be changed before proceeding any
further. There are two options for logging into OmniTouch Fax Server:
1 Open a Web browser.
2 Enter the URL designated by your system administrator.
The Login screen appears.
3 Enter your Administrator name and Password.
4ClickLogin.
The Change Password dialog appears.
Note: If the login is unsuccessful, a message appears and you must
restart from step 1.
5ClickintheNew Password field and type in a new password (must
be different than the original password).

Chapter 2 Administrator Login
12 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
6ClickintheConfirm New Password field and type the new
password again.
7ClickOK.
The Web Administrator appears.
Normal Login
1 Open a Web browser.
2 Enter the URL designated by your system administrator.
A Login page appears.
3 Enter your Administrator Name and Password.
4ClickLogin.
Note: If the login is unsuccessful, a message appears and you must
restart from step 1.
The Web Administrator appears.
Note: If the login is unsuccessful, a message appears and you must
restart from step 2.

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 13
3 Web Administrator Site Configuration
The Web Administrator provides the means to administer OmniTouch
Fax Server. .
The system administrator level is divided into two categories:
•Configuration
• System monitoring
This chapter introduces the configuration section. Within a site, you
can configure:
❐Internal User Accounts
❐Profiles
❐Cover sheets
❐Incoming routing table
❐Notification destinations
❐Notification profiles
Internal Users
The Internal User directory node allows the administrator to add,
remove, and modify Internal User properties. This includes basic
information such as account, SMTP address, password, Fax profile,
and personal information.
For more information on user management, refer to the User Guide.
Creating an Internal User Account
1In the Web Administrator, select Configuration|Internal Users.
2ClickAdd.

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14 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
The User dialog appears.
3 Enter the user’s SMTP address, a mandatory entry.
4UseProfile Name to associate the user with a specific profile. A
profile is mandatory. If no other profiles exist, you can choose Basic
or No Faxing Rights.
5 Enter the password once again in Confirm Password.
6 Select the Sender Information tab and complete the desired
fields.

Chapter 3 Web Administrator Site Configuration
OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 15
7 When done, click OK.
Modifying a Internal User Account
1In the Web Administrator, select Configuration|Internal User.
2 In the right panel of the Web Administrator, select the checkbox of
the administrator the user whose account you want to modify and
then select Properties.

Chapter 3 Web Administrator Site Configuration
16 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
3 Make whatever modifications are required in the User and Sender
Information tabs.
4 Make whatever modifications are required in the User and Sender
Information tabs.
5ClickOK.
Removing a Internal User Account
1In the Web Administrator, select Configuration|Internal User.

Chapter 3 Web Administrator Site Configuration
OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 17
2 In the right panel of the Web Administrator, select the checkbox of
the user whose account you want to delete, and then click Remove.
3 In the dialog that opens, click OK to confirm the deletion, or click
Cancel, if you changed your mind.
The user account disappears from the list.
Profiles
Immediately after installation, the Basic and No Faxing Rights
profiles are available, to which you can associate users. The Basic
profile allows the user to fax at a normal fax priority, with three
retries if a connection cannot be immediately established, while the
No Faxing Rights profile does not allow the transmission of
faxes.
You might also create any number of new profiles and assign them, to
meet the fax needs specific to each user. Another option is to create
different profiles for each department and to apply profiles to
employees according to department, thereby tailoring fax settings to
departmental, rather than user, requirements.
The profile-specific parameters include a default cover sheet, site
information (site name and address, phone number, etc.); billing
code; fax priority, fax header, number of retries; security and
notification options and format.
Creating a Profile
1In the Web Administrator, select Configuration|Profiles.
2 Select Add.
The Profile tab appears.

Chapter 3 Web Administrator Site Configuration
18 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
3IntheProfile Name field, enter the name of the profile.
4ClickOK.
Entering Organization Information
1In the Web Administrator, select Configuration|Profiles.
2 In the right panel of the Web Administrator, select the checkbox of
the profile for which you would like to add organization information,
and then select Properties.
The Profile tab appears.

Chapter 3 Web Administrator Site Configuration
OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 19
3IntheOrganization Information section, check the Use Profile
Organization Information box. Selecting this option instructs
OmniTouch Fax Server to include only the information entered in this
section.
4 Enter the organization information.
Note: If an entry to a field is omitted here, no other information is
sent. For example, if you make an entry to the Organization
field and leave all other fields blank, only that entry is
included with the fax. OmniTouch Fax Server does not retrieve
information omitted here from the Active Directory.
5ClickOK.
Entering Phone Number Information
1In the Web Administrator, select Configuration|Profiles.
2 In the right panel of the Web Administrator, select the checkbox of
the profile whose properties you want to change.
3 Select Properties.

Chapter 3 Web Administrator Site Configuration
20 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01
The Profile tab appears.
4InthePhone Number Information section, check the Use Profile
Phone Number Information box. Selecting this option instructs
OmniTouch Fax Server to include only the information entered in this
section.
5 Enter the phone and fax number information.
Note: If an entry to a field is omitted here, no other information is
sent. OmniTouch Fax Server does not retrieve information
omitted here from the Active Directory.
6ClickOK.
Cover Sheets and Profiles
Cover sheets are associated with profiles in one of two manners: a
default cover sheet or a simple association.
If a default cover sheet is specified in a profile, users associated with
the profile can fax using no cover sheet or the default cover sheet,
which is the only cover sheet available to them.
Alternatively, you can specify a default cover sheet and add
secondary cover sheets to the profile. For example, Basic01.cse
might be the default cover sheet and Basic02.cse could be included
as an alternative. When this is the case, users associated with the
profile may accept the default, choose either of the two
alternatives, or choose no cover sheet.
Finally, you can add cover sheets and specify no default cover sheet.