Castelle Enterprise Manual

FaxPress Enterprise
A New Generation of Network Fax Servers
Lotus Notes Integration Guide
™

IMPORTANT NOTICE
©2006 Castelle®FaxPress Enterprise Lotus Notes Integration Guide. 61-1306-001
All Rights Reserved. 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 FaxPress Plus™ are trademarks of
Castelle. Novell®, Netware®,and NDS® are U.S. Registered Trademarks of Novell, Inc. Microsoft®,
Windows®, Windows 95®, Windows 98®, Windows 2000®, Windows NT®, Windows ME®, Windows
2003®, Microsoft Word®, Microsoft Outlook®, Microsoft WordPad®, Microsoft PowerPoint® and
Microsoft Excel® are U.S. 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 if a license hereunder is acquired
pursuant to a contract with any such unit or agency, user agrees that the Software and Documentation are
provided with Restricted Rights.
Castelle Corporate Headquarters
855 Jarvis Drive, Suite 100
Morgan Hill, CA 95037
www.castelle.com
Castelle North America
Toll Free: [phone]
Fax: [phone]
Email: [email protected]
Castelle International Sales
Phone: [phone]
Technical Support
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]

iii
Contents
About Lotus Notes and FaxPress Enterprise Integration ____ 1-1
Overview_________________________________________________________________ 1-2
About Lotus Notes and FaxPress Enterprise Integration ____________________________ 1-3
Integration Options _______________________________________________________ 1-3
About the FaxPress Enterprise Mail Template __________________________________ 1-3
About the FaxPress Enterprise Email Gateway for SMTP _________________________ 1-3
About the Lotus Notes Gateway _____________________________________________ 1-4
Outbound Faxes _________________________________________________________ 1-4
Inbound Faxes __________________________________________________________ 1-5
Multiple FaxPress Enterprise Units___________________________________________ 1-5
Before You Begin: Integration Options ___________________ 2-1
Overview_________________________________________________________________ 2-2
About the Integration Options _________________________________________________ 2-3
Full Integration __________________________________________________________ 2-3
Restricted Integration _____________________________________________________ 2-3
Configuration Options _____________________________________________________ 2-3
iNotes Web Access Mail Template Integration _________________________________ 2-3
Implementing the FaxPress Enterprise Mail Template ______________________________ 2-4
Lotus Notes 5.5__________________________________________________________ 2-4
Lotus Notes 6 ___________________________________________________________ 2-4
Lotus Notes 6.5 and 7_____________________________________________________ 2-4
Backing Up Existing Notes Mail Templates ____________________________________ 2-4
Implementing the Email Gateways _____________________________________________ 2-5
Email Gateway for SMTP __________________________________________________ 2-5
Lotus Notes Gateway _____________________________________________________ 2-5
Integration for Lotus Notes 6.5 and 7_____________________ 3-1
Overview_________________________________________________________________ 3-2
About the Integration Script Setup for Lotus Notes 6.5 and 7_________________________ 3-3
Email Gateway Options____________________________________________________ 3-3
Access Rights ___________________________________________________________ 3-3

FaxPress Enterprise Lotus Notes Integration Guide
iv
User Security____________________________________________________________ 3-3
Performing the Integration Script Procedure______________________________________ 3-4
Step 1: Back Up the Existing Mail Template ____________________________________ 3-4
Step 2: Prepare a Mail Account and Group_____________________________________ 3-4
Step 3: Copy FaxPress.nsf to your Domino Server Data Directory___________________ 3-5
Step 4: Manage the Access Control List _______________________________________ 3-6
Step 5: Sign FaxPress.nsf__________________________________________________ 3-7
Step 6: Running the FaxPress/Domino Server Integration Script ____________________ 3-9
Step 7: Replace Design___________________________________________________ 3-19
Optional: Manually Merging the Fax Template and the Custom Mail Template ________ 3-19
Integration for Lotus Notes 5.5 – Standard Mail Templates___ 4-1
Overview _________________________________________________________________ 4-2
About the Integration Script for Lotus Notes 5.5 – Standard Mail Templates _____________ 4-3
Email Gateway Options____________________________________________________ 4-3
Access Rights ___________________________________________________________ 4-3
User Security____________________________________________________________ 4-3
Running the Integration Script for Lotus Notes 5.5 – Standard Mail Templates ___________ 4-4
Step 1: Backing Up the Existing Mail Template__________________________________ 4-4
Step 2: Running the FaxPress/Domino Server Integration Script ____________________ 4-4
Step 3: Assigning Access Rights and Installing Script Files _______________________ 4-10
Step 4: Running the Load Design Script from the Domino Server Console___________ 4-26
Integration for Lotus Notes 6 and Non-Standard 5.5 Mail Templates 5-1
Overview _________________________________________________________________ 5-2
Integration Script Setup for Lotus Notes 6 and Non-Standard 5.5 Mail Templates_________ 5-3
Email Gateway Options____________________________________________________ 5-3
Access Rights ___________________________________________________________ 5-3
User Security____________________________________________________________ 5-4
Performing the Integration Script Procedure______________________________________ 5-5
Step 1: Back Up the Existing Mail Template ____________________________________ 5-5
Step 2: Prepare a Mail Account and Group_____________________________________ 5-5
Step 3: Prepare the Mail Template and the FaxPress Integration Database ___________ 5-7
Step 4: Manage the Access Control List _______________________________________ 5-9
Step 5: Sign FaxPress.nsf_________________________________________________ 5-10
Step 6: Copy FaxPress.nsf to your Domino Server Data Directory__________________ 5-12
Step 7: Update Design Elements ___________________________________________ 5-12
Step 8: Set Up the Gateway Information______________________________________ 5-20
Step 9: Replace Design___________________________________________________ 5-24
Implementing the Email Gateway for SMTP________________ 6-1
Overview _________________________________________________________________ 6-2
About the Email Gateway for SMTP ____________________________________________ 6-3
Installing Applications for the Gateway’s File Conversion Service ___________________ 6-3
Configuring the Email Gateway for SMTP________________________________________ 6-4

v
Contents
Configuring the Domino Server’s DNS Lookup__________________________________ 6-4
Accessing the Email Gateway Configurator ____________________________________ 6-4
Required Configuration for SMTP______________________________________________ 6-6
FaxPress Enterprise Settings for Generic SMTP ________________________________ 6-6
Active Directory and User Mapping – Important _________________________________ 6-7
Email to Fax Settings _____________________________________________________ 6-9
Optional Configuration Procedures____________________________________________ 6-12
Fax To Email Tab _______________________________________________________ 6-12
Email Inclusion List ______________________________________________________ 6-14
Email Exclusion List _____________________________________________________ 6-15
User Exclusion List ______________________________________________________ 6-16
Character Substitution____________________________________________________ 6-17
Trace Tool_____________________________________________________________ 6-19
Implementing the Lotus Notes Gateway __________________ 7-1
Overview_________________________________________________________________ 7-2
About the Lotus Notes Gateway _______________________________________________ 7-3
System Requirements_____________________________________________________ 7-3
Preparing the Gateway Workstation __________________________________________ 7-3
Preparing the Gateway’s Service Account _____________________________________ 7-3
Preparing the Gateway’s Client Account_______________________________________ 7-4
Native Attachment Applications _____________________________________________ 7-4
Installing the Lotus Notes Gateway ____________________________________________ 7-5
Configuring the Lotus Notes Gateway _________________________________________ 7-14
Basic Configuration______________________________________________________ 7-14
Starting the Lotus Notes Gateway Service ____________________________________ 7-17
Additional Lotus Notes Gateway Configuration Options__________________________ 7-18
Uninstalling the Lotus Notes Gateway _________________________________________ 7-23
Sending and Receiving Faxes __________________________ 8-1
Overview_________________________________________________________________ 8-2
Sending and Receiving Faxes ________________________________________________ 8-3
Using the FaxPress Enterprise Mail Template to Send Faxes ________________________ 8-4
Configuring Default Fax Options_____________________________________________ 8-4
Addressing Faxes ________________________________________________________ 8-6
FaxPress/Notes Inbox and Memo Features ____________________________________ 8-7
Adding and Using Address Book Entries ______________________________________ 8-9
Accessing Address Book Entries from the FaxPress Select Fax To Options__________ 8-13
Using Manual Addressing to Send Faxes_______________________________________ 8-15
Manual Addressing with the FaxPress Enterprise Mail Template___________________ 8-15
Manual Addressing Using the Email Gateway for SMTP _________________________ 8-16
Multiple Recipients and Attached Files_______________________________________ 8-16
Including Additional Fax Job Options ________________________________________ 8-16
Key Codes and Characters________________________________________________ 8-16
Fax Status Notification ___________________________________________________ 8-18

FaxPress Enterprise Lotus Notes Integration Guide
vi
Receiving Faxes __________________________________________________________ 8-20
Receiving Faxes ________________________________________________________ 8-20
Unaddressed Faxes _____________________________________________________ 8-21
Index ______________________________________________ IX-1

1—1
About Lotus Notes and FaxPress Enterprise Integration 1
What’s In This Chapter
Overview ____________________________________________________________ 1-2
About Lotus Notes and FaxPress Enterprise Integration________________________1-3
About the FaxPress Enterprise Mail Template ____________________________1-3
About the FaxPress Enterprise Email Gateway for SMTP ___________________1-3
About the Lotus Notes Gateway _______________________________________ 1-4
Outbound Faxes ___________________________________________________1-4
Inbound Faxes_____________________________________________________1-5
Multiple FaxPress Enterprise Units _____________________________________1-5

About Lotus Notes and FaxPress Enterprise Integration
1—2
Overview
This chapter describes:
• The different FaxPress Enterprise/Lotus Notes integration options and components.

1—3
About Lotus Notes and FaxPress Enterprise Integration
About Lotus Notes and FaxPress Enterprise Integration
FaxPress Enterprise and Lotus Notes Gateway integration links the Domino server and FaxPress Enterprise
systems, allowing faxes to be sent and received right from the Notes client. Familiar Notes commands are
used to create, address, and send faxes, making fax messaging as simple as sending a Notes memo. Fax
features are available to both local and offsite FaxPress Enterprise users, and attached filescan be sent to both
fax and email recipients simultaneously.
The FaxPress Enterprise architecture complements and extends the Lotus Notes/Domino functionality
without consuming critical resources, while convenient database synchronization of the two systems
simplifies administration.
Integration Options
Castelle provides both full and restricted FaxPress Enterprise and Lotus Notes integration options.
Full integration distributes the custom, fax-enabled FaxPress Enterprise Mail Template, providing Inbox and
Memo fax features to Notes mail users.
Restricted integration allows users to send faxes from the Notes Inbox by using a fax-specific manual
addressing format, and does not affect the existing Notes Mail template.
Castelle offers three configuration options for FaxPress Enterprise and Lotus Notes system integration:
• FaxPress Enterprise Mail Template + Email Gateway for SMTP – provides full integration.
• FaxPress Enterprise Mail Template + VIM-based Lotus Notes Gateway – provides full integration.
• Email Gateway for SMTP – provides restricted integration.
Details regarding the components of these configuration options are covered briefly in the following sections
and in detail in Before You Begin: Integration Options on page 2-1.
About the FaxPress Enterprise Mail Template
Running the FaxPress Enterprise/Domino Server Integration Script creates and distributes a new, fax-enabled
custom mail template. The new FaxPress Enterprise Mail Template adds two new fax-related Inbox and
Memo features to the Notes mail clients, and also provides full Notes Address Book integration. Running the
FaxPress Enterprise/Domino Server Integration Script and distributing the FaxPress Enterprise Mail
Template allows users to send, receive and manage faxes the same way they do Notes memos.
The FaxPress Enterprise Mail Template must be used in conjunction with either the Email Gateway for
SMTP or the VIM-based Lotus Notes Gateway.
About the FaxPress Enterprise Email Gateway for SMTP
Implementing the Email Gateway for SMTP in conjunction with the FaxPress Enterprise Mail Template
provides complete fax and Notes mail integration, distributing the custom, fax-enabled FaxPress Enterprise
Mail Template and providing Inbox and Memo fax features to Notes mail users.

About Lotus Notes and FaxPress Enterprise Integration
1—4
Implementing the Email Gateway for SMTP by itself, without the FaxPress Enterprise Mail Template,
provides limited integration and allows users to send faxes from the Notes Inbox by using a fax-specific
manual addressing format. Using the Email Gateway for SMTP by itself does not distribute a new custom,
fax-enabled mail template, and does not affect the existing Notes Mail template.
The Enterprise's versatile embedded Email Gateway for SMTP is an RFC-821 compliant, 32-bit Windows-
based service that usesSMTP to communicatewithyour Domino server andCastelleProgram Interface (CPI)
to communicate with the FaxPress Enterprise.
The Email Gateway for SMTP’s fax features are available to both local and offsite FaxPress Enterprise users,
and allow email messages to be sent to both fax and email recipients simultaneously.
About the Lotus Notes Gateway
The FaxPress Enterprise Lotus Notes Gateway is a 32-bit Windows-based application, using VIM to
communicate with the Domino server and Castelle Program Interface (CPI) to communicate with the
FaxPress Enterprise. The Gateway is installed on a Notes client workstation. Using a Notes client account,
the Lotus Notes Gateway logs on to the Domino server, routes incoming faxes as memos to Notes client
mailboxes, and picks up fax-bound memos and delivers them to the FaxPress Enterprise server for conversion
to fax format and transmission.
Installing as a service on Windows NT/2000/XP/2003 allows the Lotus Notes Gateway to invoke the
applications required to convert email attachments to a faxable format. The FaxPress Enterprise Lotus Notes
Gateway includes the faxpress.nsf and Mail50.ntf databases residing on the Domino server. The Lotus Notes
Gateway consists of two components:
•Notegtwy.exe is a service that communicates with your FaxPress Enterprise and Domino servers.
•LNGconfig.exe is a configuration utility for the Gateway. The Gateway can be configured while
running or when it is shut down.
Outbound Faxes
The way outbound faxes are addressed and sent depends on which integration option you implement. (See
Integration Options on page 1-3.) The integration options using the FaxPress Enterprise Mail Template
provide full Notes Address Book integration for sending faxes. The standalone Email Gateway for SMTP
option requires a fax-specific manual addressing book format and does not provide Notes Address Book
integration.
Sending a fax with the FaxPress Enterprise Mail Template allows the user to enter the recipient’s fax number
by selecting an address book entry. Any Address Book entry with an Office Fax number may be used. The
Domino server passes the message to the Gateway (either the Email Gateway for SMTP or the Lotus Notes
Gateway). The Gateway then prepares the message for the FaxPress Enterprise. First, the fax number and
other address information is extracted, then the Gateway logs onto the FaxPress Enterprise and accesses the
user’s account for additional information.
Next, the Gateway converts any attached files to faxable format. The Gatewayuses the available NT services
to open files in their native application and create a faxable format. If you’re using the VIM-based Notes
Gateway, the native applications must be installed on the Gateway computer and the Gateway user must be