Captaris Captaris FaxPress Handbuch

AdministratorGuide

FaxPress5.1

Important Notice

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Captaris FaxPress

Last Updated: 8/27/08

P/N: 61-1356-001

Admin Guide > Table of Contents

FaxPress Administrator Guide v

Important Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iii

Introducing the FaxPress 1

Introducing the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . 2

FaxPress, the Captaris FaxPress Server Client Software . . . . . . . . . . . 2

FaxPress Hardware Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Electronic Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Setting Up the FaxPress Server 8

Setting Up the FaxPress Server . . . . . . . . . . . . . . . . . . . . 9

FaxPress Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Connecting the FaxPress to the Network . . . . . . . . . . . . . . . . . . . . . . 9

Required Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Optional Setup Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Important! The FaxPress Local Administrator Account . . . . . . . . . . . 11

Network Security/Installing Antivirus Software . . . . . . . . . . . . . . . . 11

Backward Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

File Conversion Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Applications for the File Conversion Service . . . . . . . . . . . . 14

FaxPress Users and the File Conversion Service . . . . . . . . . . . . . . . . 14

Changing the FaxPress Server’s IP Address. . . . . . . . . . . . . . . . . . . . . . . 16

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Changing the FaxPress Serial Number to a Name . . . . . . . . . . . . . . . . . . 17

Powering on the FaxPress Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Powering on in a DHCP Environment . . . . . . . . . . . . . . . . . . . . . . . 18

Powering on in a Static IP Environment . . . . . . . . . . . . . . . . . . . . . 18

Using Remote Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Changing the FaxPress Server’s IP Address Using Remote Desktop . . 19

Installing the Client 20

Installing the Captaris FaxPress Client. . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Creating a Remote Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Deploying MSI Packages with Group Policy . . . . . . . . . . . . . . . . . . . . . . . 26

Installing the FaxPress Administrator Client . . . . . . . . . . . . . . . . . . . . . . 33

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Installing the FaxPress User Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Admin Guide > Table of Contents

Installing the Client on Windows Terminal Server. . . . . . . . . . . . . . . . . . 49

About Terminal Server and Citrix MetaFrame . . . . . . . . . . . . . . . . . 49

About Microsoft Windows Terminal Server . . . . . . . . . . . . . . . . . . . . 49

About Citrix MetaFrame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Citrix Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Citrix Standard and Non-Standard Published Apps . . . . . . . . . . . . . . 50

Terminal Server, Citrix, and FaxPress on your Network . . . . . . . . . . 50

Running the FaxPress Client Setup on Terminal Server . . . . . . . . . . . 51

Uninstalling the Captaris FaxPress Client. . . . . . . . . . . . . . . . . . . . . . . . . 58

International (Non-English) Character Support. . . . . . . . . . . . . . . . . . . . 61

FaxPress Introduction 62

FaxPress Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

FaxPress Folder Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Starting FaxPress and Logging In to the FaxPress Client . . . . . . . . . . 67

Accessing Additional FaxPress Servers . . . . . . . . . . . . . . . . . . . . . . 69

About the Administrator Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Unaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Saved Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Activating the FaxPress Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Locating a Remote FaxPress Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Configuring the FaxPress Server 79

Adaptive Faxing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Automatic Routing and PBX Integration . . . . . . . . . . . . . . . . . . . . . . . . . 81

Digit Strings and FaxPress Parsing Capability . . . . . . . . . . . . . . . . . 81

FaxPress Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Preparing your PBX System for Automatic Fax Routing . . . . . . . . . . . 82

Configuring the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Configuring the User Properties: Mailbox IDs . . . . . . . . . . . . . . . . . . 86

Determining the Number of Mailbox ID Digits . . . . . . . . . . . . . . . . . 87

DTMF Automatic Fax Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Configuring the Administrator Account . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Configuring the FaxPress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

About FaxPress Line Optimization . . . . . . . . . . . . . . . . . . . . . . . . . 93

Required FaxPress Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 94

FaxPress Analog Line Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Receiving a Test Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Routing Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Admin Guide > Table of Contents

FaxPress Administrator Guide vii

Sending a Test Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Fax Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

About the Outgoing Fax Queue and Fax Status . . . . . . . . . . . . . . . 111

Setting the FaxPress Server Properties 114

Advanced Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Captaris Internet Faxing (CIF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Dialing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

DID/PBX (Analog) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Email. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Line Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Fax Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Dialing Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Line Direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Routing Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Load Sharing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Server Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Setting the FaxPress Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . 134

Accessing the FaxPress Server Properties . . . . . . . . . . . . . . . . . . . 134

Storage Reclamation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Automatic Cleanup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Purging Old Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

User Authentication (Novell Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating User and Group Accounts 142

Configuring the User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Setting the User Account Properties . . . . . . . . . . . . . . . . . . . . . . . 146

Setting Outgoing Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Setting Incoming Fax Properties . . . . . . . . . . . . . . . . . . . . . . . . . 150

Setting Printer Configuration Properties . . . . . . . . . . . . . . . . . . . . 152

Setting the Archive Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Setting the Email/Other Properties . . . . . . . . . . . . . . . . . . . . . . . . 155

Creating and Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Creating User Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

About the User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

About Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Setting and Erasing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Authenticating Users/Single Sign On . . . . . . . . . . . . . . . . . . . . . . 161

Manually Creating Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Default FaxPress User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Admin Guide > Table of Contents

viii

Importing and Mapping Users 166

Importing Users with the Migration Wizard . . . . . . . . . . . . . . . . . . . . . . 167

Migration Procedures and Requirements . . . . . . . . . . . . . . . . . . . . 167

Checking FaxPress and FaxPress Field Types . . . . . . . . . . . . . . . . . 167

Running the Migration Wizard Utility . . . . . . . . . . . . . . . . . . . . . . . 167

Importing Microsoft Exchange Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Importing and Mapping Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Enabling and Disabling Single Sign On . . . . . . . . . . . . . . . . . . . . . 180

Setting User Passwords – Important . . . . . . . . . . . . . . . . . . . . . . 181

Novell Single Sign On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Assign Users to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Create a User Properties Template . . . . . . . . . . . . . . . . . . . . . . . . 182

Remove Network Association option . . . . . . . . . . . . . . . . . . . . . . . 185

Using the Active Directory Synchronizer . . . . . . . . . . . . . . . . . . . . . . . . 186

User Mapping and the Email Gateway Service . . . . . . . . . . . . . . . . 186

Configuring the Active Directory Synchronizer . . . . . . . . . . . . . . . . 186

FaxPress Administration 197

Configuring Fax Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Define Approval Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Select Approvers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Approve Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Configuring Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Configuring the Incoming/Outgoing Deny List . . . . . . . . . . . . . . . . . . . 206

Defining Bill Back Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

FaxPress Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Unaddressed Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Users & Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

System & Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Embedded Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Drop Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Logged In Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Internet Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Billback Code Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Software Activation Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Fax Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Admin Guide > Table of Contents

FaxPress Administrator Guide ix

Carbon Copy User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Corporate Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Corporate Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Fax Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Recycled Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Managing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Using the Carbon Copy Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Backup and Restore 221

Backup & Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Enabling Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Enabling System Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Contacts and Phone Books 232

Contacts and Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Creating FaxPress Phone Books . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Accessing an External ODBC Database Phone Book . . . . . . . . . . . . 240

System and Diagnostics 249

Alert Service Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Configuring the Alert Service Module . . . . . . . . . . . . . . . . . . . . . . 250

Event Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Performance Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Counter List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

System & Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Using the System Information Functions . . . . . . . . . . . . . . . . . . . . 261

Trace Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Trace Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Email Integration 265

Email Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Microsoft Exchange and Outlook Environments . . . . . . . . . . . . . . . 266

IBM Lotus Notes Environments . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Novell GroupWise and Other SMTP-Compatible Email Environments . 267

Admin Guide > Table of Contents

Drop Directory and DropFax Service 268

Creating and Configuring Outbound Drop Directories . . . . . . . . . . . . . . 269

Drop Directory and the DropFax Service . . . . . . . . . . . 272

Inbound Production Faxing and the DropFax Service . . . . . . . . . . . . . . 273

Job Control, Data and Notice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Imprint Header 282

Using the Imprint Header. . . . . . . . . . . . . . . . . . . . . . . 283

Default Imprint Header Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Customizing the Outgoing and Incoming Imprint Header . . . . . . . . . . . 284

Customizing the Outgoing Fax Imprint Header . . . . . . . . . . . . . . . . 284

Adding a Date and Time Stamp to an Incoming Fax . . . . . . . . . . . . 287

Customizing the Incoming Fax Imprint Header . . . . . . . . . . . . . . . 289

Modifying Font Style and Size with the Header.cfg File . . . . . . . . . . 290

Bates Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Imprint Header Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Web Client Interface 295

Web Client Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Pop-up Blocker and the Web Client . . . . . . . . . . . . . . . . . . . . . . . 296

Accessing the Web Client Interface . . . . . . . . . . . . . . . . . . . . . . . 297

Web Client Printer 301

Installing the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Installing the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . 302

Using the Web Client Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

FaxPress Web Client Printer . . . . . . . . . . . . . . . . . . . . . 310

Fax Reporting 311

Fax Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Generating Individual Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . 313

Monitoring Fax Channel Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Setting up High-Usage Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Generating System Fax Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Admin Guide > Table of Contents

FaxPress Administrator Guide xi

Cover Pages 321

Creating Cover Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Personal and Corporate Cover Pages . . . . . . . . . . . . . . . . . . . . . . 322

Cover Page Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

International (Non-English) Character Support . . . . . . . . . . . . . . . 323

Creating Cover Pages with Microsoft Word . . . . . . . . . . . . . . . . . . . . . . 324

Customizing a Cover Page Template . . . . . . . . . . . . . . . . . . . . . . . 324

Publishing a Corporate Cover Page . . . . . . . . . . . . . . . . . . . . . . . . 326

Cover Pages for International Character Support . . . . . . . . . . . . . . . . . . . . . . . . . 329

Creating a Cover Page Template from a Blank Word Document . . . . 330

Merging Faxes 337

Installing FaxMerge . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Merging Faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Required ODBC Data Sources and Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .340

Adjusting Microsoft Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .340

Using FaxMerge with Microsoft Word/Office 97. . . . . . . . . . . . . . . . . . . 343

Creating a Main Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .343

Attaching a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .346

Inserting Merge Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .349

Faxing the Merged Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .350

Using FaxMerge with Microsoft Word/Office 2000, XP and 2003 . . . . . 352

Creating a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Using FaxMerge and the MailMerge Wizard . . . . . . . . . . . . . . . . . . 352

Uninstalling FaxMerge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .367

Archiving Faxes 368

Activating the Archive Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Network Administrator and User Names . . . . . . . . . . . . . . . . . . . . 369

FaxPress User Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

MS Access and SQL Databases and Database Drivers . . . . . . . . . . . 369

Archiving Faxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Updating the and Reconfiguring the FaxPress Archive . . . . . . . . . . . 371

Configuring the FaxPress Archive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

Accessing the FaxPress Configuration Wizard . . . . . . . . . . . . . . . . 372

Creating and Configuring the MS Access or SQL Database . . . . . . . 372

Configuring Archive for a Microsoft Access Database . . . . . . . . . . . 374

Configuring the Archive Program’s Properties . . . . . . . . . . . . . . . . 379

Connecting FaxPress Archive to a DSN (SQL Databases). . . . . . . . . . . . 386

Admin Guide > Table of Contents

xii

Starting and Stopping the Archive Service. . . . . . . . . . . . . . . . . . . . . . . 392

Using the FaxPress Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Accessing the Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Working with Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Filtering Archived Faxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Filtering Archived Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . 398

Web Services SDK 403

Web Services SDK. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Connectors 405

HP9100C Scanner Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Configuring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

FaxPress and Ricoh GlobalScan 2.0 Integration. . . . . . . . . . . . . . . . . . . 410

Supported Ricoh MFD Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Phone Book Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Sharp OSA Connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424

Setting the default phonebook . . . . . . . . . . . . . . . . . . . . . . . . . . . 435

One-Click Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435

FaxPress + eCopy ShareScan OP Integration. . . . . . . . . . . . . . . . . . . . . 436

Supported Copier and MFP Devices . . . . . . . . . . . . . . . . . . . . . . . 436

Phone Book Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Installing the FaxPress eCopy Connector. . . . . . . . . . . . . . . . . . . . . . . . 438

Configuring the FaxPress eCopy Connector . . . . . . . . . . . . . . . . . . . . . . 443

Shared Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Individual Account Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Implementing the FaxPress Connector . . . . . . . . . . . . . . . . . . . . . . . . . 448

Installation and Configuration Procedures . . . . . . . . . . . . . . . . . . . 448

Sending Faxes From Copiers, Scanners and MFPs . . . . . . . . . . . . . . . . . 449

FaxPress + EFI SendMe Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . 456

Microsoft Terminal Server 460

Using Microsoft Windows Terminal Server. . . . . . . . . . . . . . . . . . . . . . . 461

About Citrix MetaFrame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Citrix Published Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Citrix Standard and Non-Standard Published Apps . . . . . . . . . . . . . 462

Installing the FaxPress Client on Terminal Server . . . . . . . . . . . . . . . . . 463

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

Preparing the Windows Terminal Server . . . . . . . . . . . . . . . . . . . . 463

Andere Handbücher für Captaris FaxPress

Dieses Handbuch passt für folgende Modelle

Inhaltsverzeichnis

Andere Captaris Software Handbücher

Captaris

Captaris Captaris FaxPress Bedienungsanleitung

Beliebte Software Handbücher anderer Marken

COMPRO

COMPRO COMPROFM Bedienungsanleitung

Muratec

Muratec OFFICEBRIDGE ONLINE Bedienungsanleitung

Oracle

Oracle Contact Center Anywhere 8.1 Bedienungsanleitung

Adobe

Adobe 65007312 - Photoshop Lightroom Handbuch

Avaya

Avaya NULL One-X for RIM Blackberry Bedienungsanleitung

HP ProLiant BL420c Bedienungsanleitung

PS Audio

PS Audio PowerPlay Betriebsanleitung

Brady

Brady LOCKOUT PRO 3.0 Service-Handbuch

Avaya

Avaya Interaction Center Bedienungsanleitung

Texas Instruments

Texas Instruments TI-83 Plus Silver Edition Handbuch

Novell

Novell GROUPWISE 8 - INTERNET AGENT Bedienungsanleitung

Oracle

Oracle Application 9i Bedienungsanleitung

Acer

Acer RDM Bedienungsanleitung

Canon

Canon Vixia HF21 Bedienungsanleitung

Canon

Canon ZR950 Bedienungsanleitung

Samsung

Samsung Auto Backup Bedienungsanleitung

Polycom

Polycom Vortex EF2201 Montage- und Bedienungsanleitung

Brocade Communications Systems

Brocade Communications Systems Brocade 8/12c Bedienungsanleitung