Castelle FAXPRESS PREMIER 61-1260-001A User manual

FaxPress Premier
Getting Started
P/N: 61-1260-001A

IMPORTANT NOTICE
©2003, Castelle®. All Rights Reserved. Part Number 61-1260-001 Rev. A. This
material is protected by international copyright laws. Reproduction in any form is
prohibited without permission.
Castelle is a U.S. Registered Trademark of Castelle. FaxPress™ and Faxmain™ are
trademarks of Castelle. Novell®, Netware®,and NDS® are U.S. Registered Trademarks of
Novell, Inc. Microsoft®, Windows®, Windows 95®, Windows 98®, Windows 2000®,
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Registered Trademarks of Microsoft, Inc. All product names are U.S. Registered
Trademarks or trademarks of their respective owners.
Castelle makes no representations or warranties with respect to the contents or use of this
manual, and specifically disclaims any express or implied warranties on merchantability or
fitness for any particular purpose. Castelle reserves the right to change, without notice,
product offerings or specifications and the information in this document. No publication
may be reproduced in any form without written permission from Castelle. Use, duplication,
or disclosure is subject to the restrictions as set forth in the Rights in Technical Data and
Computer Software clause at DFARS 252.227-7013 subparagraph (c)(1)(ii), or the
Commercial Computer Software-Restricted Rights at CFR 52.227-19, subparagraphs
(c)(1) and (2), as applicable. If user is a unit or agency of the United States Government, or
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agrees that the Software and Documentation are provided with Restricted Rights.
Castelle Corporate Headquarters
855 Jarvis Drive
Morgan Hill, CA 95037
www.castelle.com
Castelle North America
Toll Free: [phone]
Fax: [phone]
Email: [email protected]

Getting Started
Getting Started _____________________________________ 2
Package Contents ________________________________ 2
About the FaxPress Premier 3.0 CD-ROM _____________ 3
Documentation __________________________________ 3
Castelle Resources _________________________________ 4
Technical Support ________________________________ 4
Web Site _______________________________________ 5
About the Premier Server Setup_______________________ 6
Required Setup Procedures ________________________ 6
Activating the Premier Software _____________________ 7
Optional Setup Procedures _________________________ 9
Rack Mount or Desk Top Stationing _________________ 10
Network Security ________________________________ 10
Backward Compatibility with FaxPress Servers ________ 11
Setting Up the FaxPress Premier Analog ______________ 12
Premier Analog Requirements _____________________ 12
Connecting the Premier Analog to your Network _______ 12
Setting Up the FaxPress Premier Digital _______________ 14
Premier Digital Requirements ______________________ 14
Configuring the Premier’s Board Settings for your T-1 ___ 16
Connecting the Premier Digital to your Network ________ 20
Powering on the FaxPress Premier Server _____________ 21
Powering on in a DHCP Environment ________________ 21
Powering on in a Static IP Environment ______________ 21
Changing the Premier Server’s IP Address_____________ 22
Changing the IP Address Using the LCD Window ______ 22
Using Remote Desktop _____________________________ 24
Using Remote Desktop ___________________________ 24
Changing the Premier Serial Number to a Name ________ 25
Installing Applications______________________________ 26

Getting Started
2
Getting Started
Congratulations on your new FaxPress Premier. This guide is provided
as a printed, introductory supplement to the electronic FaxPress Premier
Administrator’s Guide, and contains everything you need to know about
getting the Premier up and running on your network.
The information here is excerpted from chapters 1 and 2 of the FaxPress
Premier Administrator’s Guide. Use this guide to get started, then refer
as needed to the electronic Administrator’s Guide.
Both the FaxPress Premier Administrator’s Guide and FaxPress
Premier Users’ Guide are stored in the Documents folder on the
FaxPress Premier 3.0 CD-ROM.
Package Contents
Keep the FaxPress Premier’s box and shipping material. Specially
designed to protect the FaxPress Premier server during transport, the
Premier’s packaging should be kept for future shipping purposes.
Make sure your FaxPress Premier Analog or FaxPress Premier Digital
server shipment contains:
• A FaxPress Premier Analog or FaxPress Premier Digital network
fax server
• A Castelle FaxPress Premier 3.0 CD-ROM
• A power cable
• For FaxPress Premier Analog, the appropriate number of split
cables are included for connecting the supported number of lines to
the analog phone system.
Note: The FaxPress Premier Digital requires an RJ 45 cable which
should be provided by your T-1 carrier.

Getting Started
3
About the FaxPress Premier 3.0 CD-ROM
The FaxPress Premier 3.0 CD-ROM provides:
• FaxPress Premier 3.0 Client for Administrators.
• FaxPressPremier 3.0 Client for Users.
• Email Gateways
• Electronic versions of the FaxPress Premier Administrator’s Guide
and FaxPress Premier Users’ Guide, and other documentation.
Documentation
Castelle provides electronic copies of the FaxPress Premier
Administrator’s Guide and FaxPress Premier Users’ Guide in the
Documents folder on the FaxPress Premier 3.0 CD-ROM.
The FaxPress Premier Email Gateways Guide is available on the Castelle
web site at http://www.castelle.com/support/documentation along
with other Premier-related documentation, including the Web Services
Software Developer’s Kit.

Getting Started
4
Castelle Resources
Castelle Corporate Headquarters
855 Jarvis Drive
Morgan Hill, CA 95037
www.castelle.com
Castelle North America
Toll Free: [phone]
Fax: [phone]
Email: [email protected]
Castelle International Sales
Phone: [phone]-Premier
Technical Support
To qualify for tech support, your FaxPress Premier must be registered
with Castelle. Visit Castelle's Customer Services web page at:
http://www.castelle.com/support
for more information about product registration.
Technical support is available by mail, fax, e-mail, or phone from 6am to
5PM Pacific Standard Time.
Phone: [phone]
Fax: [phone]
E-mail: [email protected]
For efficient resolution, please be ready to provide the following
information to the Castelle 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.

Castelle Resources
5
• 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 Castelle web site, http://www.castelle.com, provides a point of
departure for a variety of information.
Information regarding the following topics is available at
http://www.castelle.com/products/FaxPress
• FaxPress Server Hardware and Software
• Sending, Receiving and Managing Faxes
• Castelle Internet Faxing (CIF)
• Email Integration
• Network Integration
• Automatic Routing and PBX Integration
• FaxPress Premier White Paper
• FaxPress Premier Brochure

Getting Started
6
About the Premier Server Setup
Each section in this chapter provides important information regarding the
FaxPress Premier Analog or FaxPress Premier Digital setup.
Required Setup Procedures
Setting up the FaxPress Premier server for basic operation involves the
following required steps:
1. Connecting the FaxPress Premier to your network and phone sys-
tem. (See Connecting the Premier Analog to your Network on
page 12 of this guide or Connecting the Premier Digital to
your Network on page 20 of this guide.)
Note: When connecting the FaxPress Premier Server through a PBX,
it is required that a trained PBX technician be on site.
2. Powering on the FaxPress Premier. (See Powering on the Fax-
Press Premier Server on page 21 of this guide.)
3. Joining the Premier to the network domain. Joining the Premier to
the network domain is required for users to be imported from
Active Directory using the Premier’s Active Directory Synchro-
nizer service.
4. Taking necessary antivirus and security measures. (See Network
Security on page 10 of this guide.)
5. Installing any applications the Premier will require. If you plan to
activate one of the Premier’s Email Gateways, or use the Pre-
mier’s Drop Directory for production faxing, install any applica-
tions, such as the Microsoft Office suite, used frequently by your
users. See Installing Applications on page 26 of this guide for
details.
6. Installing the FaxPress Premier Client for Administrators on a net-
work workstation. The FaxPress Premier Client for Administra-
tors provides Faxmain, the Windows-based Premier

About the Premier Server Setup
7
administration and fax transaction utility. (See Installing the
Administrator Client in the Administrator’s Guide.)
7. Activating the FaxPress Premier 3.0 software with the Activation
Key. (See Activating the Premier Software on page -7 in this
manual.)
8. Configuring the Premier server’s Line Settings, Dialing Proper-
ties, Email settings, and PBX/DID settings (Analog) or DNIS set-
tings (Digital) using Faxmain. (See Configuring the FaxPress
Premier in the Administrator’s Guide.)
9. Sending and receiving a test fax using one of the three generic,
pre-created FaxPress Premier accounts (Supervisor, Guest and
Unaddressed) to confirm the Premier is operational. (See Send-
ing a Test Fax in the Administrator’s Guide.)
10. Installing the FaxPress Premier Client for Users on the user work-
stations. (See Installing the Premier User’s Clienht in the
Administrator’s Guide.)
11. Creating and configuring new FaxPress Premier users. (See Cre-
ating and Configuring Premier User Accounts and Importing
and Mapping Users in the Administrator’s Guide.)
12. (Highly Recommended) Activating the FaxPress Premier Backup
service guarantees user files and data are protected should any
unexpected system damage or failure occur. (See the Premier
Backup and Restore chapter in the Administrator’s Guide.) Cas-
telle cannot take responsibility for any data lost should system
problems occur.
Activating the Premier Software
The FaxPress Premier 3.0 software must be activated with a Software
Activation Key, determined by your FaxPress Premier unit's serial
number, to enable the Premier client software and associated FaxPress
Premier Email Gateways to function.
To use the Faxmain utility to access Castelle's Activation Key request
page and obtain your Software Activation Key, follow these steps:

Getting Started
8
1. With Supervisor privilege, open the Faxmain window, (Start>Pro-
grams>FaxPress>Faxmain), then expand your Administration
Mailbox and click the Software Activation Key object. See the
illustration following the next step.
2. Right-click on FaxPress Premier in the product list on the right
side of the window, and select License.

About the Premier Server Setup
9
3. In the Software Activation Key dialog box that opens, click the
Obtain Key from Web button to go to Castelle’s Activation Key
Request page for your FaxPress unit’s Activation Key code.
4. Next, click the License FaxPress Premier button if it is not
already selected in the License dialog box, and enter the 16-digit
Activation Key code in the License Key field, exactly as given.
Include all hyphens, exclude spaces, then click the Enable but-
ton. If the Enable 30 days evaluation radio button is not grayed
out, you can also click this option.
Note: The Software Activation Key may also be obtained at any time
by going directly to the Activation Key Request page on the
Castelle web site, at http://www.castelle.com/cgi-
bin/fpp3keycode.pl. The 16-digit Software Activation Keycode
will then need to be entered as specified above.
Optional Setup Procedures
After the FaxPress Premier is up and running, you may decide to
implement the following optional features:
• The FaxPress Premier Archive. (See the Archiving Faxes chapter
in the Administrator’s Guide.)
• The FaxPress Premier Email Gateway. (See the Email Integration
chapter in the Administrator’s Guide.)

Getting Started
10
Rack Mount or Desk Top Stationing
The FaxPress Premier Analog and FaxPress Premier Digital servers can
either be mounted on a rack or stationed on a desk top.
Rack Mounting
FaxPress Premier products are rack-mountable by attaching the two
provided mounting brackets. To mount a FaxPress Premier unit on a 19”
rack, the user needs to use four specific screws provided by the rack
vendor. These special screws are not provided by Castelle.
Desk Top Stationing
By attaching the four provided rubber feet to the bottom of the chassis,
the FaxPress Premier unit can be stationed as a desk top server. For a
FaxPress Premier unit stationed on a desk top, the two rack mounting
brackets on both sides of the chassis may be removed.
Network Security
FaxPress Premier require anti-virus protection and security measures
similar to your other network workstations. Castelle strongly
recommends that all data files be scanned for possible viruses before
being sent to FaxPress Premier for fax transmission.
Likewise, incoming faxes received by FaxPress Premier and forwarded
to your mail server or client workstations must be scanned for possible
virus infection.
IMPORTANT! We do not recommend, however, that you install anti-
virus software on the FaxPress Premier server with full file scan
enabled. This will degrade the performance of the Premier’s fax
server function which should be a dedicated server function for
FaxPress Premier only.
Also, please contact Castelle technical support first before installing any
security updates.

About the Premier Server Setup
11
Backward Compatibility with FaxPress
Servers
FaxPress Premier servers and FaxPress™ fax servers can work together
on the same network. The FaxPress Premier 3.0 client software can be
used to access both server platforms. Advanced Premier 3.0 client
features designed specifically for the FaxPress Premier platform are
automatically enabled for use with the Premier and automatically
disabled for use with the FaxPress server line. However, earlier FaxPress
servers cannot access the FaxPress Premier server.

Getting Started
12
Setting Up the FaxPress Premier Analog
IMPORTANT! Before beginning the steps described in this section,
make sure you’ve carefully reviewed the Required Setup Procedures
on page -6.
Premier Analog Requirements
The FaxPress Premier Analog requires:
• that each fax channel be connected to a dedicated phone line. The
Premier Analog may have 8, 12, or 16 fax channels.
Note: When connecting the FaxPress Premier Server through a PBX,
it is required that a trained PBX technician be on site.
• that you know the input string of DTMF digits from the PBX to the
FaxPress Premier Analog fax lines, if the Premier is connected
behind a PBX and automatic inbound routing will be used. A mask
will need to be configured for FaxPress Premier Analog to
recognize the input string. See Automatic Routing in the
Administrator’s Guide for detailed information on integrating the
Premier with your PBX system.
• a third party device like the Exacom DID Interface Module if
you’re using a DID trunk without a PBX system. See Automatic
Routing in the Administrator’s Guide for detailed DID
information.
Connecting the Premier Analog to your
Network
To connect the Premier server to your network, follow these steps:
1. Connect the network cable to the Premier server’s Ethernet port.
2. Connect the fax lines to the FaxPress Premier’s fax modem ports.
(See the next section, Attaching the Premier Analog to your Fax
Lines.)

Setting Up the FaxPress Premier Analog
13
3. By default, the FaxPress Premier is DHCP-enabled. Powered on
in a DHCP (Dynamic Host Configuration Protocol) environment,
the Premier will automatically be assigned an IP address from
your network’s DHCP server, but will need to be manually joined
to the network domain. The Premier’s IP address will be dis-
played on the FaxPress Premier’s front panel LCD window.
4. Plug the power cable into the FaxPress Premier server.
5. Plug the power cable into a power source.
6. Power on the FaxPress Premier. (See Powering on the FaxPress
Premier Server on page 21 of this guide.)
Attaching the Premier Analog to your Fax Lines
Each Premier Analog fax modem board provides four fax line interfaces.
Every two lines share one RJ-14 connector on the fax modem board.
Each RJ 14 uses one of the provided external "Y" cables with a RJ-11
plug at each of the two split ends to connect to two phone lines.
FaxPress Premier Analog comes with the split cables to be used to attach
FaxPress Premier Analog to the analog fax line. Each split cable can
connect to two RJ-11 ports.
If FaxPress Premier Analog is connected behind a PBX and automatic
inbound fax routing will be implemented, you’ll need to know the input
string of DTMF digits from the PBX to the FaxPress Premier Analog fax
line. A mask will need to be configured for FaxPress Premier Analog to
recognize the input string. See Automatic Routing in the
Administrator’s Guide for information.

Getting Started
14
Setting Up the FaxPress Premier Digital
IMPORTANT! Before beginning the steps described in this section,
make sure you’ve carefully reviewed the Required Setup Procedures
on page 6 of this guide.
The FaxPress Premier Digital can suppport either T-1 CAS E&M or T-1
ISDN (PRI-ISDN.) The FaxPress Premier Digital’s default settings
support T-1 with Signaling Protocol CAS E&M, Line Coding B8ZS, and
Framing ESF. The Premier’s default settings must be modified to
support other T-1 configurations. After reviewing the requirements
below, see Configuring the Premier’s Board Settings for your T-1 on
page 16 of this guide for details.
Premier Digital Requirements
The FaxPress Premier Digital requires:
• A CSU, CSU/DSU, or PBX
Note: When connecting the FaxPress Premier Server through a PBX,
it is required that a trained PBX technician be on site.
• That you know your T-1 line type and configuration parameters in
case the Premier’s default settings require modifying.
• DNIS string information passed by your T-1 line
• PBX programming, if necessary.
• An eight-conductor RJ-45 data cable provided by your T1 carrier.
Details regarding each of these requirements are provided in the
following sections.
CSU Requirements
An FCC part 68 appropriately certified Channel Service Unit (CSU) or
Channel Service Unit/Data Service Unit (CSU/DSU) or PBX must be in
place before attaching FaxPress Premier Digital to the public T-1 line.

Setting Up the FaxPress Premier Digital
15
The FaxPress Premier Digital cannot be connected directly to the public
telephone T1 network.
A CSU is highly recommended. CSUs provide line conditioning,
loopback and diagnostic capabilities. The signals present on a T-1 are
susceptible to distortion as loop length increases and various types of
interferences are encountered. The CSU reinforces these signals, keeps
track of errors, and provides test modes to help resolve line issues.
Many CSUs also provide an especially useful "keep alive" feature which
will keep the T-1 link up even if your network interface device goes
down. Your T-1 line’s activation is detemined by customer premises
equipment. That is, your carrier will turn off your T-1 if the central office
detects the network interface inactivity on your end. Having a CSU in
place helps to avoid calls to your carrier to ask them to re-enable a T-1
shutdown when equipment inactivity on your end is detected.
DNIS String Information Requirements
To use the Premier’s automatic inbound fax routing feature, DNIS string
information from your T-1 line is required. This includes number of
DNIS digits, total length of the string including ANI digits (if any), and
other characters. Contact your T-1 provider for DNIS string information.
You can also use the Premier’s dtmf.log file diagnostic tool to determine
your DNIS string information. See Automatic Routing and
Determining the Number of Mailbox ID Digits in the Administrator’s
Guide for more information.
PBX Requirements
The FaxPress Premier Digital can be integrated with variety of digital
PBX systems. The Premier Digital must receive the DNIS digits exactly
as they are sent from the T1 line, with no digits added or removed by the
PBX system. Your PBX may already be configured to pass only the T-1
line digits, but if not, you’ll need to program it to pass the T1 line’s DNIS
digits through to the Premier without changing them. Once the Premier
is up and running, see Automatic Routing in the Administrator’s Guide
for more information.

Getting Started
16
T-1 Line Type and Configuration Parameters
T-1 lines in US domestic areas are almost without exception one of two
types: T-1 CAS E&M and T-1 ISDN (PRI-ISDN). The T-1 CAS E&M
has 24 fax channels; the T-1 ISDN has 23 fax channels.
T-1 line types, protocols, coding and framing can vary. Before continuing
with the FaxPress Premier Digital setup, please determine:
• whether the Signaling Protocol is T-1 CAS E&M or T-1 ISDN
(4ESS or 5ESS or DMS or NI2.)
• whether the Line Coding is B8ZS or AMI
• whether the Framing is ESF or D4 (most T-1 ISDN requires ESF)
• what the T-1 line’s DNIS string configuration is – that is, how many
digits the T-1 line passes to the Premier, and where in this
• what the fax number range (i.e. 555-0001 to 555-1000) will be.
See the next section, Configuring the Premier’s Board Settings for
your T-1 on page 16 of this guide to determine if you need to modify
the Premier’s default settings.
Configuring the Premier’s Board Settings for
your T-1
The FaxPress Premier Digital’s default setting is T-1 with Signaling
Protocol CAS E&M, Line Coding B8ZS, and Framing ESF. If your T-1
line configuration matches the Premier’s default configuration, you
won’t need to change the Premier’s digital board configuration
If your T-1 line configuration is different from the Premier’s default
configuration, however – that is, if your T-1 Signaling Protocol is ISDN
rather than CAS E&M, or if your Line Coding is AMI rather than B8ZS,
for example – you’ll need to modify the FaxPress Premier’s digital board
configuration.
Note: Implement the following changes very carefully. Incorrect
parameter value changes may compromise fax board function.

Setting Up the FaxPress Premier Digital
17
To change the Premier’s default digital board configuration to match
your T-1 line’s configuration, follow these steps:
1. Attach a mouse, keyboard, and monitor to the FaxPress Premier
Digital. Although Remote Desktop can be used for configuring
other aspects of the Premier system, it can’t be used for this.
2. Power on the Premier Digital.
3. Log into the Premier system as Administrator. The default pass-
word is castelle. Make sure castelle is all lower case.
4. Open the Services directory. (Start>Settings>Control
Panel>Administrative Tools>Services.)
5. Stop all Castelle services.
6. Stop the GammaLink System service.
7. Stop the Dialogic System Service.
8. Use Windows Explorer to browse to the C:\Program Files\Dia-
logic\Data directory.
9. Find the group of three .config, .pcd, and .fcd files that corre-
spond to your T-1 line. Start by looking in the gdk_T1 T-1 list. If
your T-1 is ISDN, find the group files related to T-1 ISDN, and
then find the three .config, .pcd, and .fcd files that specifically
match your T-1 ISDN’s configuration.
10. Select the group of group of three .config, .pcd, and .fcd files
that apply to your T-1 line and make backup copies of them.
11. Use Notepad to open the .config file, modify it with your T-1’s
specific Line Coding and Framing parameters, and save it.
12. From a command prompt, change directory to C:\Program
Files\Dialogic\Bin, and type:
fcdgen c:\program files\dialogic\data\modified_
config_filename.config
where modified_config_filename.config is the one you just modi-
fied in step 11.
13. Press Enter to generate a new .fcd file, filename.fcd.

Getting Started
18
14. Next, launch Program Folders\Intel\Dialogic System Soft-
ware\Configuration Manager- DCM.
15. Right-click on Configured Devices on computer_name and
select Restore Device Defaults.
16. The Intel Dialogic Configuration Manager will re-scan the board
and let you select the newly generated .pcd file from a list.
17. Select the newly generated .pcd file and click OK to reload the
new .pcd file.
18. Next, in the Intel Dialogic Configuration Manager, select the
GDK_T1 0 board and click the green Start Service button from
the menu bar. This starts the Dialogic System Service you stopped
in step step 7.
19. Launch Program Folders\Intel/Dialogic System Software\Con-
figure GDK.
20. In the Dialogic GDK Configurator window, click the Control
Panel Applet button.
21. In the Dialogic GammaLink Fax Configuration window, click
the Auto Detect button.
22. Click OK to the warning message.
23. Verify the number of fax channels list match the number of fax
channels of your FaxPress Premier.
24. Click OK to exit Auto detect.
25. Back in the Dialogic GDK Configurator window, click the Import
Predefined Config... button.