Presentation on theme: "FaxPress Administrator Training Basic Installation and Configuration"— Presentation transcript:
1 FaxPress Administrator Training Basic Installation and Configuration A New Generation of Network Fax Servers for Business and EnterpriseFaxPress Administrator Training Basic Installation and Configuration
2 A New Generation of Network Fax Servers for Business and Enterprise The purpose of this training is to provide our VARs/Partners education and knowledge of Castelle Network Fax Servers as well as the opportunity to have training of FaxPress installation and configuration.
3 Support Contacts Pre-Sales Support Technical Support (6AM – 5PM PST)Phone: (408)Technical SupportDarius RikePhone: (408) Fax: (408)Darin McGinnesPhone: (408) Fax: (408)
4 Web Training Agenda Basic Installation and Configuration September 9, AM – 9AM PTAbout CastelleFaxPress OverviewInstallation RequirementsDemo - Server InstallationDemo - Client InstallationBasic ConfigurationDemo – Sending/Receiving FaxesQ&A
5 “The All-in-One Fax Solution for Business and Enterprise” About Castelle“The All-in-One Fax Solution for Business and Enterprise”Complete network fax solutionIncludes all necessary hardware and softwareDesktop PC faxingFax-to- integrationProduction faxingWorkflow and Document Management IntegrationIntegration with Scanners and Multi-Function Printers (MFP)Tools for developing custom fax applicationsSupport for leading network environmentsFax Server market is mature and most solutions offer same functions and capbilitiesSome solutions charge the user to use different software componentsKepoint: we give the customer everything they need without any extra chargeOnly thing you can additionally purchase is Extended SupportNext day hardware replacementUnlimited Tech SupportFree Software UpgradesOr software upgrades if you don’t have Extended Support
6 FaxPress Overview Here is a view of a FP5000. This shows the typical ports on a FaxPress serverThe FaxPress5000 has an internal power supply, fax ports, 1-8, depending on the model, 10/100 network interface and a parallel port for printing.Parallel port supports PCL printers only, suggest using network printingRuns a Unix like real time OSFaxPress 5000 has 1 proccessor on motherboard, and 1 proccessor each on fax boardsFaxPress 5000 has 32 megs on motherboared and 1 meg on each fax boardFaxPress has 1 proccessor and 8 megs of ram.
7 FaxPress Overview FaxPress Server Diskless appliance FaxPress requires shared storage from a host machineLogs into the Share as a network user to access it own filesBoot PROMOnly code inside the box when turned offHardware self test (LED sequence)Includes networking driversLoads “sys” and “out” file from Host File Server to its own memoryAll files live in the Castelle directory on the Host File ServerFaxPress running a Diskless Operating System.It needs file storage from a file server or workstationS/N user logs into “Castelle” share – during setup a local user with name as the S/N of unit and a group called“FaxPress” installed on Host machine.FaxPress downloads into own memory from Host machine its OS (sys file) and fax application (out file).
8 FaxPress Overview FaxPress 2500 FaxPress 5000 Fax Modems 1 or 2 Lines FaxPress 2500FaxPress 5000Fax Modems1 or 2 Lines 4 or 8 LinesMicroprocessors1 2 or 3Recommendednumber of Users50 to 100UnlimitedNetwork TopologyEthernet10/100Base TIntegrationStandardWindows2000/XP/2003/VistaYesNetware 5.x/6.xTerminal Server SupportWe don’t gage on users, but fax volumeThe average is 1 fax page per minute per line.This equates to 480 fax pages per line per day.
9 FaxPress OverviewDiagram shows how FaxPress is incorporated in the network.Recommended to have Host machine separate from Gateway machine.Archive and Gateway are Windows Services.
10 FaxPress 9.x Features Similar interface used by FaxPress Plus Similar interface used by FaxPress PlusMSI Installer – use Group Policy to install clientExpanded MFP IntegrationsEFI SendMeRicoh GlobalScanSharp OSA2 PlatformWindows Vista and Office 2007 compatibilityExchange Server 2007 compatibility – New feature of 9.1/9.1.5FaxPress 9.0 supports an MSI installer for easier deploymentAlso FaxPress client is compatible with Windows Vista and Office 2007 – Vista for host machine, not supported.
11 Installation Requirements Host MachineShared storage can be an existing workstation or serverStatic IP address recommended for host machineAdministrative rights to install FaxPress softwareIP teaming (network load balancing) not supportedFaxPress uses a client/server architectureNeed Host machine for FaxPress serverStatic IP recommended, but can use reserved DHCP addressWe do not support IP teaming for network load balancing
12 Installation Requirements Host MachineMinimum Hardware:Intel Pentium III or equivalent 500MHZ or faster256MB of system memory100MB of HD, but depends on volume of faxEstimate 100K per fax page100 pages = 10MB1000 pages = 100MB10,000 pages = 1GBAny modern system will doDisk storage would be more of a factorNot recommend to install on Terminal Server
13 Installation Requirements Host MachineSupported Platforms:Windows 2000/XP/2003 – TCP/IP (32 bit OS only)Note: Windows Vista/2008 Server not supportedNetware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IP99% Windows environment.However, we Still support Netware.
14 Installation Requirements Windows 2000/XP/2003Special Considerations:FaxPress installation creates a local user and groupIf Windows XP is using simple file sharing then “Enable network users to change my files” must be checked on the “Share” tab under the Castelle directory propertiesNetBIOS over TCP/IP must be enabledWindows 2003 Server install requires FaxPress firmware at version 7.0A few considerations to be aware of:Simple file sharing on Windows XP - meaning: no Security tab or NTFS permissions.Make sure Netbios of TCP/IP is enabled.
15 Installation Requirements Netware NDSSpecial Considerations:Netware Client on Computer running installation (Microsoft Client for Netware will not work)“Read Write Replica” enabled on Host File ServerAdministrative rights to context in which FaxPress user is to be createdAdministrative rights to context in which the Host File Server existsNovell Core Protocol (NCP) Level 3 not supportedHere are installation requirements for Netware:
16 Installation Requirements FaxPress Unit10/100 BaseT network connectionAnalog loop start phone linesFaxPress needs static IP addressServer setup run on same network segment as FaxPressInstallation requirements for unit itself.Needs static IP address.Does not support DHCP or DNS.If on gigabit ethernet, need to have autosensing or throttle down nic to 10/100Installation easier if unit and host on same network segment, but you can have on different segments as long as the server setup is running on a machine that’s on the same network segement as the FaxPress unit. Map network drive on setup machine.Another method is to install unit and host on same segement, then use FP Configurator for TCP/IP to change Host IP settings, then move host to different network segment.
17 Installation Requirements Client MachinesFaxmain client installed on user’s workstationAdministrative rights to install FaxPress softwareTypically a client is installed on each user’s workstation to facilitate desktop faxing, or print to fax functionality.If using integration – usually no need to install client on each user’s workstationFaxPress 9.0 makes deployment easier with MSI installer
18 Installation Requirements Client MachinesMinimum Hardware:Intel Pentium III or equivalent 500MHZ or fasterMinimum 64MB of system memoryMinimum 50MB of HDDAny modern system will do.
19 Installation Requirements Client MachinesSupported Platforms:Windows 2000/XP/2003/Vista – TCP/IP64 bit OS support for Windows Vista onlyOnly Support Windows.New support for Vista – all versions.
20 FaxPress Installation Server Installation DemoClient Installation DemoThis section will focus on server and client installationWill also go over troubleshooting server installation
21 FaxPress Server Installation Demo - Fax Press Server Installation
22 Troubleshooting Scenario FaxPress Server InstallationTroubleshooting ScenarioFaxPress Server InstallationCommon Errors:Can’t find FaxPress on networkCan’t create user and group on host machineCan’t set IP Address to the FaxPress deviceInstalling on Windows Host Machine:LAN Manager Authentication Level?Windows XP Firewall enabled?Complex password rule for Windows 2003 environment?Running setup program with correct credentials?No IP address conflicts?Make sure FaxPress unit and host on same network segmentPassword Policy? – Complex or password length requirments
23 FaxPress Server Installation Troubleshooting ScenarioWhat’s going on???Computer Management ToolsView Users/GroupsView File/Folder permissionsView connected users and files in useFP ConfiguratorView FaxPress Server settingsChange IP addressesChange login password for S/N UserPing unit – IP address not sharedComputer Management – Shared folder/sessionsCastelle shared properly?FP Configurator for TCP – check connectivityChange login password for S/N user14 character limit
24 FaxPress Server Installation Computer Management Snap-inComputer Management :View if S/N user has session to Castelle folderOpen files, see what files the unit is reading or writingShares – edit share propertiesUsers – rename password for S/N user
25 FaxPress Server Installation FP Configurator for TCP/IPFP Configurator for TCP/IP utility used:Show settings of FaxPress UnitChange FaxPress IP addressReset Password – change S/N user password first in computer management.Change IP address and host machine name settings.Reboot FaxPress unitCan also reset to factory settings – intially, FaxPress will not have an IP addresss
27 FaxPress Configuration Basic Server ConfigurationThe following section will go over basic configuration:Minimal configuration so a user can send/receive a faxFaxPress will immediately begin to receive incoming faxes without being configured at allOnce the server software is installed and connected to phone lines
28 FaxPress Configuration FaxPress Configurations:Defaults mostly OKDone through FaxPress clientNeed Supervisor privilegesFaxPress is configured by using the clientCan use SNMP (simple network manage protocol) to view and change configuration settings, but recommend just using the clientUses FaxPress.mib (management information base) in program files/castelle/faxpress/admin tools
29 Basic FaxPress Configuration Fax Line SettingsSet remote and terminal ID and local fax number per fax linePBX Pre-Dial (9, 8, etc) up to 5 characters#of rings to answer (how many rings before FaxPress answers the incoming fax call)Set line direction. Select “Not Connected” if no fax line connectedRTI (Remote Terminal Id) is sent to the remote fax machine for outgoing faxes, usually displayed on the fax. machines display.(ITI) Imprint Terminal Id is the fax number printed on top of each fax page sent to the remote fax machineDon’t forget to put 9 or 8 here if you need to dial to get an outside line.If no phone lines connected to fax port, make sure line is set to not connected, or FaxPress might use those ports to send out faxes and will get failed faxes.
30 Basic FaxPress Configuration Fax Line SettingsRouting TypeAssign Line to User (default is Unaddressed but can be different for each line).DTMF (manual routing by the sender using DTMF tones)DID/PBX (FaxPress will listen for DTMF tones of DID extention)FaxPress associates incoming faxes to a specific user or listens for DTMF tones for routing.This is where you enable the line to receive DTMF tones for automatic routing.Default is set to Unaddressed, but can be set to any FaxPress user.
31 Basic FaxPress Configuration Line SettingsLine Settings TabRTI (Remote Terminal Id) is sent to the remote fax machine for outgoing faxes, usually displayed on the fax. machines display.(ITI) Imprint Terminal Id is the fax number printed on top of each fax page sent to the remote fax machineDon’t forget to put 9 or 8 here if you need to dial to get an outside line.If no phone lines connected to fax port, make sure line is set to not connected, or FaxPress might use those ports to send out faxes and will get failed faxes.FaxPress associates incoming faxes to a specific user or listens for DTMF tones for routing.This is where you enable the line to receive DTMF tones for automatic routing.Default is set to Unaddressed, but can be set to any FaxPress user.
32 Basic FaxPress Configuration Storage ReclamationNeed to enable “Automatic Clean up”Only received faxes deleted by “Purge old faxes…” option.Best option is to use the FaxPress Archive serviceBe sure to enable storage reclamation or use Fax Archiver to manage fax queuesWill only delete incoming faxes – default is it to delete successfully sent faxes right after it has been sentSuggest using Fax Archiver to manage faxes
33 Basic FaxPress Configuration Storage ReclamationStorage Reclamation TabBe sure to enable storage reclamation or use Fax Archiver to manage fax queuesWill only delete incoming faxes – default is it to delete successfully sent faxes right after it has been sentSuggest using Fax Archiver to manage faxes
34 Basic FaxPress Configuration Dialing PropertiesSelect Country code and enter area codeEnable dialing PBX access codesEnable PBX pre-dial per local or long distanceApply dialing rules for fax numbersArea Code Rules applicable only for US and CanadaFaxPress can automatically dial the “1” prefix for long distance or “011” for international calls when faxing outside the local area codeNeed to enable this feature and apply Area Code Rules – etheir 7,10, or 11 digit dialing according to the dialing plan in your area codeSuggest to use PBX pre-dial field in line settings – only use here if different PBX pre-dial for local vs. long distance calls . Don’t mistake this for PBX access codes
35 Basic FaxPress Configuration Dialing PropertiesDialing Properties TabFaxPress can automatically dial the “1” prefix for long distance or “011” for international calls when faxing outside the local area codeNeed to enable this feature and apply Area Code Rules – ethier 7,10, or 11 digit dialing according to the dialing plan in your area codeSuggest to use PBX pre-dial field in line settings – only use here if different PBX pre-dial for local vs. long distance calls . Don’t mistake this for PBX access codes
36 Basic FaxPress Configuration Creating FaxPress UsersSupervisor can add users manually through clientNeed to configure user propertiesCan base new users on an existing configured user accountUsers can be easily added through the clientFaxPress Supervisor can configure User Properties – at a minimum only user name needs to be configured.Supervisor can only erase user password – meant for users to set their own passwords.
37 Basic FaxPress Configuration Adding Users ManuallyFaxPress Supervisor configures user account settings through Users folder under Admin folder.Supervisor can use an already configured account as a template and add other users based on the account
38 Sending and Receiving Faxes Sending a FaxSending a fax via FaxPress clientUsing the Send Fax InterfaceReceiving a FaxAutomatic vs. manual Incoming fax routingUnaddressed folderIncoming Fax Queue
39 Sending and Receiving Faxes Demo – Sending an Receiving a fax
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