Captaris Captaris FaxPress Manual

AdministratorGuide
FaxPress5.1

Important Notice
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Captaris FaxPress
Last Updated: 8/27/08
P/N: 61-1356-001

Admin Guide > Table of Contents
FaxPress Administrator Guide v
Important Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iii
Introducing the FaxPress 1
Introducing the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . 2
FaxPress, the Captaris FaxPress Server Client Software . . . . . . . . . . . 2
FaxPress Hardware Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Electronic Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Setting Up the FaxPress Server 8
Setting Up the FaxPress Server . . . . . . . . . . . . . . . . . . . . 9
FaxPress Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Connecting the FaxPress to the Network . . . . . . . . . . . . . . . . . . . . . . 9
Required Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Optional Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Important! The FaxPress Local Administrator Account . . . . . . . . . . . 11
Network Security/Installing Antivirus Software . . . . . . . . . . . . . . . . 11
Backward Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
File Conversion Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Installing Applications for the File Conversion Service . . . . . . . . . . . . 14
FaxPress Users and the File Conversion Service . . . . . . . . . . . . . . . . 14
Changing the FaxPress Server’s IP Address. . . . . . . . . . . . . . . . . . . . . . . 16
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Changing the FaxPress Serial Number to a Name . . . . . . . . . . . . . . . . . . 17
Powering on the FaxPress Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Powering on in a DHCP Environment . . . . . . . . . . . . . . . . . . . . . . . 18
Powering on in a Static IP Environment . . . . . . . . . . . . . . . . . . . . . 18
Using Remote Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Changing the FaxPress Server’s IP Address Using Remote Desktop . . 19
Installing the Client 20
Installing the Captaris FaxPress Client. . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Remote Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Deploying MSI Packages with Group Policy . . . . . . . . . . . . . . . . . . . . . . . 26
Installing the FaxPress Administrator Client . . . . . . . . . . . . . . . . . . . . . . 33
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Installing the FaxPress User Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Admin Guide > Table of Contents
vi
Installing the Client on Windows Terminal Server. . . . . . . . . . . . . . . . . . 49
About Terminal Server and Citrix MetaFrame . . . . . . . . . . . . . . . . . 49
About Microsoft Windows Terminal Server . . . . . . . . . . . . . . . . . . . . 49
About Citrix MetaFrame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Citrix Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Citrix Standard and Non-Standard Published Apps . . . . . . . . . . . . . . 50
Terminal Server, Citrix, and FaxPress on your Network . . . . . . . . . . 50
Running the FaxPress Client Setup on Terminal Server . . . . . . . . . . . 51
Uninstalling the Captaris FaxPress Client. . . . . . . . . . . . . . . . . . . . . . . . . 58
International (Non-English) Character Support. . . . . . . . . . . . . . . . . . . . 61
FaxPress Introduction 62
FaxPress Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
FaxPress Folder Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Starting FaxPress and Logging In to the FaxPress Client . . . . . . . . . . 67
Accessing Additional FaxPress Servers . . . . . . . . . . . . . . . . . . . . . . 69
About the Administrator Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Unaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Saved Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Activating the FaxPress Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Locating a Remote FaxPress Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Configuring the FaxPress Server 79
Adaptive Faxing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Automatic Routing and PBX Integration . . . . . . . . . . . . . . . . . . . . . . . . . 81
Digit Strings and FaxPress Parsing Capability . . . . . . . . . . . . . . . . . 81
FaxPress Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Preparing your PBX System for Automatic Fax Routing . . . . . . . . . . . 82
Configuring the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Configuring the User Properties: Mailbox IDs . . . . . . . . . . . . . . . . . . 86
Determining the Number of Mailbox ID Digits . . . . . . . . . . . . . . . . . 87
DTMF Automatic Fax Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Configuring the Administrator Account . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Configuring the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
About FaxPress Line Optimization . . . . . . . . . . . . . . . . . . . . . . . . . 93
Required FaxPress Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 94
FaxPress Analog Line Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Receiving a Test Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Routing Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Admin Guide > Table of Contents
FaxPress Administrator Guide vii
Sending a Test Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Fax Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
About the Outgoing Fax Queue and Fax Status . . . . . . . . . . . . . . . 111
Setting the FaxPress Server Properties 114
Advanced Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Captaris Internet Faxing (CIF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Dialing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
DID/PBX (Analog) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Email. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Line Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Fax Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Dialing Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Line Direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Routing Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Load Sharing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Server Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Setting the FaxPress Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . 134
Accessing the FaxPress Server Properties . . . . . . . . . . . . . . . . . . . 134
Storage Reclamation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Automatic Cleanup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Purging Old Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
User Authentication (Novell Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating User and Group Accounts 142
Configuring the User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Setting the User Account Properties . . . . . . . . . . . . . . . . . . . . . . . 146
Setting Outgoing Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Setting Incoming Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . 150
Setting Printer Configuration Properties . . . . . . . . . . . . . . . . . . . . 152
Setting the Archive Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Setting the Email/Other Properties . . . . . . . . . . . . . . . . . . . . . . . . 155
Creating and Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Creating User Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
About the User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
About Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Setting and Erasing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Authenticating Users/Single Sign On . . . . . . . . . . . . . . . . . . . . . . 161
Manually Creating Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Default FaxPress User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Admin Guide > Table of Contents
viii
Importing and Mapping Users 166
Importing Users with the Migration Wizard . . . . . . . . . . . . . . . . . . . . . . 167
Migration Procedures and Requirements . . . . . . . . . . . . . . . . . . . . 167
Checking FaxPress and FaxPress Field Types . . . . . . . . . . . . . . . . . 167
Running the Migration Wizard Utility . . . . . . . . . . . . . . . . . . . . . . . 167
Importing Microsoft Exchange Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Importing and Mapping Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Enabling and Disabling Single Sign On . . . . . . . . . . . . . . . . . . . . . 180
Setting User Passwords – Important . . . . . . . . . . . . . . . . . . . . . . 181
Novell Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Assign Users to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Create a User Properties Template . . . . . . . . . . . . . . . . . . . . . . . . 182
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Remove Network Association option . . . . . . . . . . . . . . . . . . . . . . . 185
Using the Active Directory Synchronizer . . . . . . . . . . . . . . . . . . . . . . . . 186
User Mapping and the Email Gateway Service . . . . . . . . . . . . . . . . 186
Configuring the Active Directory Synchronizer . . . . . . . . . . . . . . . . 186
FaxPress Administration 197
Configuring Fax Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Define Approval Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Select Approvers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Approve Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Configuring Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Configuring the Incoming/Outgoing Deny List . . . . . . . . . . . . . . . . . . . 206
Defining Bill Back Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
FaxPress Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Unaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Users & Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
System & Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Embedded Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Drop Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Logged In Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Internet Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Billback Code Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Software Activation Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Admin Guide > Table of Contents
FaxPress Administrator Guide ix
Carbon Copy User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Corporate Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Corporate Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Fax Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Recycled Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Managing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Using the Carbon Copy Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Backup and Restore 221
Backup & Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Enabling Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Enabling System Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Contacts and Phone Books 232
Contacts and Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Creating FaxPress Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Accessing an External ODBC Database Phone Book . . . . . . . . . . . . 240
System and Diagnostics 249
Alert Service Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Configuring the Alert Service Module . . . . . . . . . . . . . . . . . . . . . . 250
Event Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Performance Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Counter List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
System & Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Using the System Information Functions . . . . . . . . . . . . . . . . . . . . 261
Trace Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Trace Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Email Integration 265
Email Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Microsoft Exchange and Outlook Environments . . . . . . . . . . . . . . . 266
IBM Lotus Notes Environments . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Novell GroupWise and Other SMTP-Compatible Email Environments . 267

Admin Guide > Table of Contents
x
Drop Directory and DropFax Service 268
Creating and Configuring Outbound Drop Directories . . . . . . . . . . . . . . 269
Drop Directory and the DropFax Service . . . . . . . . . . . 272
Inbound Production Faxing and the DropFax Service . . . . . . . . . . . . . . 273
Job Control, Data and Notice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Imprint Header 282
Using the Imprint Header. . . . . . . . . . . . . . . . . . . . . . . 283
Default Imprint Header Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Customizing the Outgoing and Incoming Imprint Header . . . . . . . . . . . 284
Customizing the Outgoing Fax Imprint Header . . . . . . . . . . . . . . . . 284
Adding a Date and Time Stamp to an Incoming Fax . . . . . . . . . . . . 287
Customizing the Incoming Fax Imprint Header . . . . . . . . . . . . . . . 289
Modifying Font Style and Size with the Header.cfg File . . . . . . . . . . 290
Bates Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Imprint Header Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Web Client Interface 295
Web Client Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Pop-up Blocker and the Web Client . . . . . . . . . . . . . . . . . . . . . . . 296
Accessing the Web Client Interface . . . . . . . . . . . . . . . . . . . . . . . 297
Web Client Printer 301
Installing the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Installing the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . 302
Using the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
FaxPress Web Client Printer . . . . . . . . . . . . . . . . . . . . . 310
Fax Reporting 311
Fax Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Generating Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . 313
Monitoring Fax Channel Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Setting up High-Usage Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Generating System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Admin Guide > Table of Contents
FaxPress Administrator Guide xi
Cover Pages 321
Creating Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Personal and Corporate Cover Pages . . . . . . . . . . . . . . . . . . . . . . 322
Cover Page Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
International (Non-English) Character Support . . . . . . . . . . . . . . . 323
Creating Cover Pages with Microsoft Word . . . . . . . . . . . . . . . . . . . . . . 324
Customizing a Cover Page Template . . . . . . . . . . . . . . . . . . . . . . . 324
Publishing a Corporate Cover Page . . . . . . . . . . . . . . . . . . . . . . . . 326
Cover Pages for International Character Support . . . . . . . . . . . . . . . . . . . . . . . . . 329
Creating a Cover Page Template from a Blank Word Document . . . . 330
Merging Faxes 337
Installing FaxMerge . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Merging Faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Required ODBC Data Sources and Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .340
Adjusting Microsoft Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .340
Using FaxMerge with Microsoft Word/Office 97. . . . . . . . . . . . . . . . . . . 343
Creating a Main Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .343
Attaching a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .346
Inserting Merge Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .349
Faxing the Merged Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .350
Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 . . . . . 352
Creating a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Using FaxMerge and the MailMerge Wizard . . . . . . . . . . . . . . . . . . 352
Uninstalling FaxMerge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .367
Archiving Faxes 368
Activating the Archive Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Network Administrator and User Names . . . . . . . . . . . . . . . . . . . . 369
FaxPress User Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
MS Access and SQL Databases and Database Drivers . . . . . . . . . . . 369
Archiving Faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Updating the and Reconfiguring the FaxPress Archive . . . . . . . . . . . 371
Configuring the FaxPress Archive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Accessing the FaxPress Configuration Wizard . . . . . . . . . . . . . . . . 372
Creating and Configuring the MS Access or SQL Database . . . . . . . 372
Configuring Archive for a Microsoft Access Database . . . . . . . . . . . 374
Configuring the Archive Program’s Properties . . . . . . . . . . . . . . . . 379
Connecting FaxPress Archive to a DSN (SQL Databases). . . . . . . . . . . . 386

Admin Guide > Table of Contents
xii
Starting and Stopping the Archive Service. . . . . . . . . . . . . . . . . . . . . . . 392
Using the FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Accessing the Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Working with Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Filtering Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Filtering Archived Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . 398
Web Services SDK 403
Web Services SDK. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Connectors 405
HP9100C Scanner Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Configuring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
FaxPress and Ricoh GlobalScan 2.0 Integration. . . . . . . . . . . . . . . . . . . 410
Supported Ricoh MFD Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Phone Book Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Sharp OSA Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
Setting the default phonebook . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
One-Click Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
FaxPress + eCopy ShareScan OP Integration. . . . . . . . . . . . . . . . . . . . . 436
Supported Copier and MFP Devices . . . . . . . . . . . . . . . . . . . . . . . 436
Phone Book Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Installing the FaxPress eCopy Connector. . . . . . . . . . . . . . . . . . . . . . . . 438
Configuring the FaxPress eCopy Connector . . . . . . . . . . . . . . . . . . . . . . 443
Shared Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Individual Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Implementing the FaxPress Connector . . . . . . . . . . . . . . . . . . . . . . . . . 448
Installation and Configuration Procedures . . . . . . . . . . . . . . . . . . . 448
Sending Faxes From Copiers, Scanners and MFPs . . . . . . . . . . . . . . . . . 449
FaxPress + EFI SendMe Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Microsoft Terminal Server 460
Using Microsoft Windows Terminal Server. . . . . . . . . . . . . . . . . . . . . . . 461
About Citrix MetaFrame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Citrix Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Citrix Standard and Non-Standard Published Apps . . . . . . . . . . . . . 462
Installing the FaxPress Client on Terminal Server . . . . . . . . . . . . . . . . . 463
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Preparing the Windows Terminal Server . . . . . . . . . . . . . . . . . . . . 463

Admin Guide > Table of Contents
FaxPress Administrator Guide xiii
Running the Setup - Important Information! . . . . . . . . . . . . . . . . . 463
Installing Software from the Network . . . . . . . . . . . . . . . . . . . . . . 483
Internet Faxing 485
Internet Faxing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Creating an Internet Routing Table . . . . . . . . . . . . . . . . . . . . . . . 488
Configuring the FaxPress for CIF to a FaxPress Server . . . . . . . . . . 490
Appendix 492
Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
FCC Part 15 Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
FCC Part 68 Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
Japan Telecommunication Compliance . . . . . . . . . . . . . . . . . . . . . 493
Rights of the Telephone Company . . . . . . . . . . . . . . . . . . . . . . . . 493
Electrical Safety Advisory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Safety Warning Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Important Information for Canadian Customers . . . . . . . . . . . . . . . 495
Load Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
Fax Branding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
Warranty Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
French Safety Advisory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Source de courant : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Cordon d’alimentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Mise en garde . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
32-Bit ODBC Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Directory Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Captaris FaxPress Support Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . 505
Hardware Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Software Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Captaris’s Customer Services Web Site . . . . . . . . . . . . . . . . . . . . . 505
Support Services Terms and Conditions . . . . . . . . . . . . . . . . . . . . . . . . . 507
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
North America . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
Hours of Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
Asia Pacific (APAC) Support Center . . . . . . . . . . . . . . . . . . . . . . . 510
Europe, Middle East and Africa (EMEA) Support Center . . . . . . . . . . 510

Admin Guide > Table of Contents
xiv

FaxPress Administrator Guide
Introducing the FaxPress

Admin Guide > Introducing the FaxPress
2
Introducing the FaxPress
Congratulations on the purchase of your FaxPress, and thanks for choosing a Captaris
product.
The Captaris FaxPress network fax server represents an advanced, state-of-the-art
approach to network faxing, offering a complete network faxing solution in one robust,
server-class machine.
With integrated file storage for system and fax data files, a multitasking embedded
Windows XP®operating system and pre-installed FaxPress®client and server software,
the Captaris FaxPress server can support users in various networking environments
including Microsoft®Windows®, Novell®NetWare®, Linux/Unix, and Apple®Macintosh®.
The FaxPress®server’s powerful and flexible software development kit (SDK) provides
tools to develop custom fax applications, while the drop directory and drop fax service offer
a convenient way to implement production faxing. Captaris also provides a wide variety of
connectors that allow the FaxPress server to work with various e-mail, MFP and office suite
applications, such as Exchange 2007®, Outlook 2007®, Windows Vista®, Canon®,
eCopy®, Ricoh®and Sharp®, to name just a few.
As a dedicated network fax server, the FaxPress provides client workstations with access
to incoming and outgoing faxes, phonebooks, transaction logs and other fax-related data
via FaxPress, the fax transmission and server administration utility. The FaxPress email
gateways provide a variety of fax and email integration options, allowing fax messages to
be sent and received directly from a number of mail clients. The FaxPress Web Client
Interface provides a secure, web-based server configuration, administration, and faxing
utility that can be used to manage FaxPress users and administer FaxPress server units,
as well as send and receive faxes.
Specifically designed to help reduce communication costs and facilitate efficient, error-free
information exchange, the FaxPress fax servers take care of fax jobs more efficiently,
reliably and less expensively than any standalone fax machine or software based fax
solution.
FaxPress, the Captaris FaxPress Server Client Software
As a dedicated network fax server, the FaxPress server provides client workstations with
access to incoming and outgoing faxes, phonebooks, transaction logs and other fax-
related data via FaxPress , the server fax transmission and administration utility.

Admin Guide > Introducing the FaxPress
FaxPress Administrator Guide 3
The FaxPress client software sets new standards for administrative efficiency and
convenience, as well as end user features and fax transmission options. FaxPress provides
users with tools for sending and receiving faxes, adding and deleting users, setting user
properties, configuring FaxPress server settings, managing job queues, as well as creating
and accessing phone books and cover pages.
Some additional client-based administration and fax transaction features associated with
FaxPress include:
Fax Reporting The FaxPress’s Fax Report application software module compiles the
FaxPress’s fax transaction logs and can generate a variety of graphical reports for system
and individual user.
Email Integration The FaxPress’s Embedded Email Gateway service runs on the
FaxPress server, and allows Microsoft Exchange®, Lotus Notes®, Novell GroupWise®and
any SMTP-compatible email system users to send and receive faxes directly from the mail
client. An additional email gateway for Lotus Notes is provided on the FaxPress install
disc.
Automated, Production Faxing The FaxPress’s Drop Directory feature supports easy
deployment of automated, production faxing in almost any environment. Third-party
applications access the Drop Directory to send outgoing faxes and retrieve incoming

Admin Guide > Introducing the FaxPress
4
faxes. Drop directories are defined in any sharable folders on the network accessible to
the FaxPress.
Drag & Drop Fax Routing The drag & drop fax routing feature allows users with Router
privileges to route inbound faxes right to users’ FaxPress mailboxes with a single mouse
click. A FaxPress user with Router privileges may view only the first page (cover page)
of the fax, maintaining the privacy and confidentiality of the fax transaction content.
Microsoft Active Directory Integration The FaxPress’s Active Directory Synchronizer
allows the administrator the efficiency of creating new FaxPress users from existing
Active Directory users, and the convenience of centralized Active Directory and FaxPress
user management.
System Backup and Restore The FaxPress’s backup and restore function allows all
FaxPress system files, user information, and fax job data to be backed up to, and
restored from, a sharable network folder.
Web Client Interface Available from any workstation with Internet access and a web
browser, the web client interface provides access to both administrative and end-user
FaxPress functions. A security feature ensures that all data is fully encrypted across the
Internet.
Web Client Printer Available from any networked workstation with a web browser, the
FaxPress Web Client Printer enables users to fax without the need to launch or install the
FaxPress Windows client. Fax destination and cover page information is applied through
the Web Client interface, which is automatically displayed.
Microsoft Integration The FaxPress’s seamless Microsoft OS and Office application
integration allows users to send faxes from the Send To menus of both Microsoft Office
applications and Windows Explorer. Outlook users can send and receive faxes as easily
as they send and receive email; fax cover pages can be created and edited using
Microsoft Word or WordPad, giving users a great deal of creative flexibility.
FaxPress Hardware Features
The FaxPress fax servers are equipped with the following features.
Function/Feature FaxPress
Fax board TBA
Number of Fax Lines/
Channels TBA
Processor Intel Pentium 4
Processor Speed 850 MHz
Operating System Windows Embedded XP Pro Operating System
Hard Disk Space 80 GB
Recommended Number
of Users 5 - 200

Admin Guide > Introducing the FaxPress
FaxPress Administrator Guide 5
Memory
Configuration 512 MB
Network
Topology 10/100 BaseT Fast Ethernet RJ-45 auto-selection
Modem Transfer rate up to 33,600 bps
Shared PS/2 port for
keyboard and mouse 1
Parallel Port 1
VGA Monitor Port 1
Serial Ports 1
USB Port 1
Power Supply 100VAC to 240VAC, 47- 63 Hz, wide range
Maximum power 300 Watts
Height 3.5
Width 19 (with mounting brackets)
17" (w/o mounting brackets)
Depth 17.3
Weight 22.22 lbs (with one modem board) – 23.74 lbs (with four modem
boards)
Fax data compression Modified Huffman (MH), Modified Read (MR), and Modified Mod-
ified Read (MMR)
Fax Connection RJ-14 to RJ-11C split cable
Fax compatibility ITU-T Group 3 T.4, T.6 and T.30
Error Correction
Mode (ECM) Yes/Automatic
Dialing method Tone or pulse
Fax Protocols V.34, V.17, V.29, V.27 ter
LCD display 1
Soft reset switch 1

Admin Guide > Introducing the FaxPress
6
About the FaxPress CD-ROM
The FaxPress CD-ROM provides:
FaxPress Client for Administrators
FaxPress Client for Users
Email Gateways
Add On Products
MSI Installation File
Web Client Printer Driver
Documentation
Captaris offers both electronic and printed versions of the FaxPress documentation.
Electronic Documentation
Electronic versions of the FaxPress QuickStart Guide, Administrator Guide, User
Guide, Email Gateways Guide and additional documentation are accessible from
FaxPress, by clicking the Latest Manual icon.
This same documentation is also provided on the Captaris web site.
Fax channel interface - Conexant FM336 fax modem chip
- 24 MHz 80C188 CPU
- 2 MB of RAM
- 256 KB of EPROM

Admin Guide > Introducing the FaxPress
FaxPress Administrator Guide 7
Captaris Resources
Captaris Corporate Headquarters
10885 NE 4th Street, Suite 400
Bellevue, WA 98004
Phone: [phone]
Fax: [phone]
www.captaris.com
Technical Support
To qualify for tech support, your FaxPress must be registered with Captaris. Visit the
Captaris Technical Support web site for more information.
Technical support is available by phone from 5 a.m. to 5 p.m. Pacific Standard Time (PST).
Phone: [phone]
For efficient resolution, please be ready to provide the following information to the Captaris
technical support representative who answers your call:
Company name, phone number, pager/cell phone number, email address & fax
number
The type and model number of your unit
The unit’s 8-digit serial number, printed on a label on the bottom of the unit.
The version number of the FaxPress software you are using.
The version number of the unit’s firmware.
The version number of the network software you are using (e.g., NetWare 3.12.)
The network topology (e.g., Ethernet).
The name and version numbers of the email system and clients you are using.
A description of the problem or its symptoms.
Web Site
The Captaris web site provides a point of departure for a variety of information.
Information regarding the following topics is available fromthe Captaris web site:
FaxPress Server Hardware and Software
Sending, Receiving and Managing Faxes
Captaris Internet Faxing (CIF)
Email Integration
Network Integration
Automatic Routing and PBX Integration

FaxPress Administrator Guide
Setting Up the FaxPress Server