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FaxPress Administrator Training Basic Installation and Configuration A New Generation of Network Fax Servers for Business and Enterprise.

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Presentation on theme: "FaxPress Administrator Training Basic Installation and Configuration A New Generation of Network Fax Servers for Business and Enterprise."— Presentation transcript:

1 FaxPress Administrator Training Basic Installation and Configuration A New Generation of Network Fax Servers for Business and Enterprise

2 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 Darius Rike Phone: (408) Fax: (408) Support Contacts Pre-Sales Support (6AM – 5PM PST) Phone: (408) Technical Support Darin McGinnes Phone: (408) Fax: (408)

4 Web Training Agenda Basic Installation and Configuration September 9, AM – 9AM PT  About Castelle  FaxPress Overview  Installation Requirements  Demo - Server Installation  Demo - Client Installation  Basic Configuration  Demo – Sending/Receiving Faxes  Q&A

5 “The All-in-One Fax Solution for Business and Enterprise” Complete network fax solution  Complete network fax solution  Includes all necessary hardware and software  Desktop PC faxing  Fax-to- integration  Production faxing  Workflow and Document Management Integration  Integration with Scanners and Multi-Function Printers (MFP)  Tools for developing custom fax applications  Support for leading network environments About Castelle

6 FaxPress Overview

7 FaxPress Server Diskless appliance  Diskless appliance FaxPress requires shared storage from a host machine  FaxPress requires shared storage from a host machine  Logs into the Share as a network user to access it own files  Boot PROM Only code inside the box when turned off  Only code inside the box when turned off  Hardware self test (LED sequence)  Includes networking drivers  Loads “sys” and “out” file from Host File Server to its own memory  All files live in the Castelle directory on the Host File Server

8 FaxPress Overview FaxPress 2500FaxPress 5000 Fax Modems1 or 2 Lines 4 or 8 Lines Microprocessors1 2 or 3 Recommended number of Users50 to 100Unlimited Network Topology Ethernet 10/100Base T Ethernet 10/100Base T IntegrationStandard Windows 2000/XP/2003/VistaYes Netware 5.x/6.xYes Terminal Server SupportYes

9 FaxPress Overview

10 FaxPress 9.x Features  Similar interface used by FaxPress Plus  MSI Installer – use Group Policy to install client  Expanded MFP Integrations   EFI SendMe   Ricoh GlobalScan  Sharp OSA2 Platform  Windows Vista and Office 2007 compatibility  Exchange Server 2007 compatibility – New feature of 9.1/9.1.5

11  Shared storage can be an existing workstation or server  Static IP address recommended for host machine  Administrative rights to install FaxPress software  IP teaming (network load balancing) not supported Installation Requirements Host Machine

12 Minimum Hardware:  Intel Pentium III or equivalent 500MHZ or faster  256MB of system memory  100MB of HD, but depends on volume of fax  Estimate 100K per fax page  100 pages = 10MB  1000 pages = 100MB  10,000 pages = 1GB Installation Requirements Host Machine

13 Supported Platforms:  Windows 2000/XP/2003 – TCP/IP (32 bit OS only)  Note: Windows Vista/2008 Server not supported  Netware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IP Installation Requirements Host Machine

14 Windows 2000/XP/2003 Special Considerations:  FaxPress installation creates a local user and group  If 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 properties  NetBIOS over TCP/IP must be enabled  Windows 2003 Server install requires FaxPress firmware at version 7.0 Installation Requirements

15 Netware NDS Special Considerations:  Netware Client on Computer running installation (Microsoft Client for Netware will not work)  “Read Write Replica” enabled on Host File Server  Administrative rights to context in which FaxPress user is to be created  Administrative rights to context in which the Host File Server exists  Novell Core Protocol (NCP) Level 3 not supported Installation Requirements

16 FaxPress Unit 10/100 BaseT network connection  10/100 BaseT network connection  Analog loop start phone lines  FaxPress needs static IP address  Server setup run on same network segment as FaxPress

17 Client Machines Faxmain client installed on user’s workstation  Faxmain client installed on user’s workstation  Administrative rights to install FaxPress software Installation Requirements

18 Client Machines Minimum Hardware:  Intel Pentium III or equivalent 500MHZ or faster  Minimum 64MB of system memory  Minimum 50MB of HDD

19 Supported Platforms:  Windows 2000/XP/2003/Vista – TCP/IP  64 bit OS support for Windows Vista only Installation Requirements Client Machines

20 FaxPress Installation FaxPress Installation:  Server Installation Demo  Client Installation Demo

21 Demo - Fax Press Server Installation FaxPress Server Installation

22 Common Errors:  Can’t find FaxPress on network  Can’t create user and group on host machine  Can’t set IP Address to the FaxPress device Installing on Windows Host Machine:  LAN Manager Authentication Level?  Windows XP Firewall enabled?  Complex password rule for Windows 2003 environment? Troubleshooting Scenario FaxPress Server Installation

23 What’s going on???  Computer Management Tools  View Users/Groups  View File/Folder permissions  View connected users and files in use  FP Configurator  View FaxPress Server settings  Change IP addresses  Change login password for S/N User Troubleshooting Scenario FaxPress Server Installation

24 Computer Management Snap-in FaxPress Server Installation

25 FP Configurator for TCP/IP

26 Demo - FaxPress client Installation FaxPress Client Installation

27 FaxPress Configuration Basic Server Configuration

28 FaxPress Configuration FaxPress Configurations:  Defaults mostly OK  Done through FaxPress client  Need Supervisor privileges

29 Fax Line Settings  Set remote and terminal ID and local fax number per fax line  PBX 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 connected Basic FaxPress Configuration

30 Fax Line Settings  Routing Type  Assign 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) Basic FaxPress Configuration

31 Line Settings

32 Storage Reclamation  Need to enable “Automatic Clean up”  Only received faxes deleted by “Purge old faxes…” option.  Best option is to use the FaxPress Archive service Basic FaxPress Configuration

33 Storage Reclamation

34 Dialing Properties  Select Country code and enter area code  Enable dialing PBX access codes  Enable PBX pre-dial per local or long distance  Apply dialing rules for fax numbers  Area Code Rules applicable only for US and Canada Basic FaxPress Configuration

35 Dialing Properties

36 Creating FaxPress Users  Supervisor can add users manually through client  Need to configure user properties  Can base new users on an existing configured user account Basic FaxPress Configuration

37 Adding Users Manually

38 Sending and Receiving Faxes Sending a Fax  Sending a fax via FaxPress client  Using the Send Fax Interface Receiving a Fax  Automatic vs. manual Incoming fax routing  Unaddressed folder  Incoming Fax Queue

39 Demo – Sending an Receiving a fax Sending and Receiving Faxes

40 Additional Setup Tasks  Importing users  Creating cover pages  Creating phone books  Configure for automatic routing  Fax archiving  integration

41 FaxPress Q&A

42 The End


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