Castelle Enterprise Manual

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

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©2006 Castelle®FaxPress Enterprise Lotus Notes Integration Guide. 61-1306-001
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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

1—5
About Lotus Notes and FaxPress Enterprise Integration
able to access them. If you’re using the SMTP Gateway, the native applications must be installed on the
FaxPress Enterprise server.
The Gateway sends the prepared fax to the Enterprise. The Enterprise then merges the recipient information
(name, phone number and message) to the cover page. The fax is placed in a queue and the Gateway polls the
Enterprise for outgoing fax status. When the fax attempt is complete, the Gateway dispatches the sender an
email notification as to transmission success or failure. Failure notices can also be copied to the Gateway
administrator.
Inbound Faxes
The Gateway (either Lotus Notes Gateway or Email Gateway for SMTP) periodically polls the Enterprise for
incoming faxes. When a registered Gateway user’s FaxPress Enterprise account receives a fax, the Gateway
sends the user an email notice with the fax attached, assuming your phone system supports some form of
automatic routing (e.g. Direct Inward Dialing.) Incoming faxes whose recipient isn’t registered in the
Gateway User Map will be automatically forwarded to a user specified during the Gateway configuration.
Multiple FaxPress Enterprise Units
Multiple FaxPress Enterprise servers can be registered for integration with Lotus Notes. When multiple units
are used, the FaxPress Lotus Notes Gateway uses load balancing to distribute the fax jobs. For outbound
faxes, load balancing allows the FaxPress Lotus Notes Gateway to distribute outgoing faxes as evenly as
possible among the available outbound fax lines.
The FaxPress Lotus Notes Gateway maintains a list of the outbound fax lines and keeps track of the most
recent line used. Because the sender must have a FaxPress Enterprise account to send faxes, the Gateway
(either the Lotus Notes Gateway or Email Gateway for SMTP) will check each FaxPress Enterprise server
until one with a mailbox for the sender is found. The fax is then sent to an outbound fax line on that FaxPress
Enterprise. If the sender does not have a FaxPress mailbox, the outgoing fax will fail, unless the Gateway’s
Auto Registration feature is enabled.

About Lotus Notes and FaxPress Enterprise Integration
1—6

2—1
Before You Begin: Integration Options 2
What’s In This Chapter
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

Before You Begin: Integration Options
2—2
Overview
This chapter describes:
• FaxPress Enterprise/Lotus Notes integration options.
• FaxPress Enterprise Mail Template options.
• Email Gateway options.

2—3
About the Integration Options
About the Integration Options
Castelle provides both full and restricted FaxPress Enterprise and Lotus Notes integration options.
Full Integration
Full integration distributes the custom, fax-enabled FaxPress Enterprise Mail Template, providing Inbox and
Memo fax features as well as Notes Address Book integration to Notes mail users. Enabling full integration
for the FaxPress Enterprise and Lotus Notes systems is a two part process, requiring you to:
1. Run the Domino/FaxPress Integration Script setup on the Domino server. This creates and distributes
the FaxPress Enterprise Mail Template, providing the Address Book integration and Inbox and Memo
fax features.
2. Configure and start the FaxPress Enterprise server’s Email Gateway for SMTP, an embedded service
on the Enterprise OR install the FaxPress Enterprise Lotus Notes Gateway from the FaxPress Plus
Setup CD onto a network workstation.
NOTE:Either the Email Gateway for SMTP or the Lotus Notes Gateway must be used in conjuction with the
FaxPress Enterprise Mail Template. The FaxPress Enterprise Mail Template cannot be used by itself.
Restricted Integration
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. Enabling restricted integration for
the FaxPress Enterprise and Lotus Notes systems requires you to simply implement the Email Gateway for
SMTP, an embedded service on the FaxPress Enterprise server.
Configuration Options
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.
iNotes Web Access Mail Template Integration
Integration using the iNotes Web Access Mail template provides restricted integration only, requiring users
to manually address their fax messages. (See Using Manual Addressing to Send Faxes on page 8-15.)

Before You Begin: Integration Options
2—4
Implementing the FaxPress Enterprise Mail Template
The Domino/FaxPress Integration script integrates FaxPress Enterprise functions with the Domino server by
modifying the Mail template. Running the Domino/FaxPress Enterprise Integration Script setup copies the
faxpress.nsf and Mail.ntf files to the Lotus\Domino\Data directory and distributes a new, fax-enabled mail
template to all Notes mail users, as well as installing the FaxPress Lotus Notes Admin Console utility.
Depending on the version of Notes and the Notes Mail Template you’re using , you’ll install the
Domino/FaxPress Integration Script using either:
• the standard installation program on the FaxPress Enterprise software CD.
• one of two manual installation procedures, documented in Chapter 5, Integration for Lotus Notes 6
and Non-Standard 5.5 Mail Templates and Chapter 3, Integration for Lotus Notes 6.5 and 7.
Different versions of Lotus Notes require different integration script procedures, as described in the following
sections.
Lotus Notes 5.5
If you’re running Lotus Notes 5.5 and using a Standard Notes Mail Template, follow the integration script
procedure described in Chapter 4, Integration for Lotus Notes 5.5 – Standard Mail Templates.
If you’re running Lotus Notes 5.5 and using a Custom, Non-Standard Mail Template, follow the integration
script procedure described in Chapter 5, Integration for Lotus Notes 6 and Non-Standard 5.5 Mail
Templates. Customized mail templates include any mail template other than the Standard Mail template
(mail50.ntf, based on Lotus Notes 5.0), or a Standard Mail template with modified, non-default settings.
Domino servers running on a non-Windows platforms (i.e. AS400, AIX, Linux etc.) must also be treated as
though a non-standard Mail template were being used.
Lotus Notes 6
If you’re running Lotus Notes 6, follow the procedures described in Chapter 5, Integration for Lotus Notes
6 and Non-Standard 5.5 Mail Templates. The Integration Script Setup for Non-Standard Mail Templates
must be used for Lotus Notes 6 even if you’re using the Standard Notes 6 Mail Template.
Lotus Notes 6.5 and 7
If you’re running Lotus Notes 6.5 or 7 and using either a standard or custom Notes Mail Template, follow the
procedures described in Chapter 3, Integration for Lotus Notes 6.5 and 7.
Backing Up Existing Notes Mail Templates
Whether you’re using a standard Notes mail template or a non-standard, customized mail template, be sure
to back up your existing template before running the integration script.

2—5
Implementing the Email Gateways
Implementing the Email Gateways
For full integration, either the Email Gateway for SMTP or the Lotus Notes Gateway must be implemented
in conjunction with the FaxPress Enterprise Mail Template. For restricted integration, the Email Gateway for
SMTP may be implemented alone.
Email Gateway for SMTP
The Email Gateway for SMTP, an embedded service on the Enterprise, can either be implemented in
conjunction with the Integration Script/FaxPress Enterprise Mail Template for full integration (see Full
Integration on page 2-3 for details), or implemented alone, without the Integration Script/FaxPress
Enterprise Mail Template, for restricted integration (see Restricted Integration on page 2-3.)
The Gateway will function without the Domino/FaxPress Integration Script installed on the Domino server,
but users will not have access to fax forms in their Notes clients, and will instead have to use a manual fax
addressing format to specify fax job options and send faxes. (See Using Manual Addressing to Send Faxes
on page 8-15.)
Configuring and starting the Email Gateway for SMTP is described in Chapter 6, Implementing the Email
Gateway for SMTP.
Lotus Notes Gateway
Unlike the Email Gateway for SMTP, the Lotus Notes Gateway cannot be implemented alone. The Lotus
Notes Gateway must be implemented in conjunction with the Integration Script/FaxPress Enterprise Mail
Template.
The FaxPress Enterprise Lotus Notes Gateway is installed from the FaxPress Plus Setup CD onto a network
workstation. Running the Lotus Notes Gateway setup copies the Gateway files and creates a new FaxPress
Enterprise Lotus Notes Gateway service on the Gateway workstation. The Lotus Notes Gateway setup is
described in Implementing the Lotus Notes Gateway on page 7-1.

Before You Begin: Integration Options
2—6

3—1
Integration for Lotus Notes 6.5 and 7 3
What’s In This Chapter
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
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 6.5 and 7
3—2
Overview
This chapter describes:
• How to create and distribute the FaxPress Enterprise Mail Template in a Notes 6.5 and 7 environment.