Castelle FaxPress Xerox Interface Interface Manual

FaxPress

The Integrated Network Fax Server

™

FaxPress Xerox Interface Guide

IMPORTANT NOTICE

©2003, Castelle®. All Rights Reserved. Part No. 61-1273-001 Rev. B. 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 Faxmain™ are
trademarks of Castelle. Xerox®, Centreware™,and WorkCentre® are Registered
Trademarks of Xerox, 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.; Network
Associates® is a Registered Trademark of Network Associates, Inc.; Lotus Notes® is
a Registered Trademark of IBM Corporation. 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 252.227­7013 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
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]

Contents

Introducing the FaxPress Xerox Interface 1-1

Overview_____________________________________ 1-2
About the FaxPress Xerox Interface ______________ 1-3

Scanning Documents for Outgoing Faxes ________ 1-3
Printing Incoming Faxes and Notices ____________ 1-3
System Requirements________________________ 1-4
Overview of Installation and Configuration Procedures 1-5

Creating Fax Repository_____________ 2-1

Overview_____________________________________ 2-2
Creating the Fax Repository Folder_______________ 2-3

Configuring Server Fax Kit___________ 3-1

Overview_____________________________________ 3-2
Setting up the Server Fax Kit on Your Xerox System. 3-3

Xerox Print Driver Setup_____________ 4-1

Overview_____________________________________ 4-2
Installing Xerox Print Drivers ____________________ 4-3
Configuring the Xerox Print Driver ______________ 4-10

Setting up Paper Colors on the Xerox System ____ 4-13

Installing the FaxPress Xerox Interface 5-1

Overview_____________________________________ 5-2
Installing the FaxPress Client Software ___________ 5-3
Creating FaxPress Users for Each Fax Repository __ 5-3
Installing the FaxPress Xerox Interface Software ___ 5-4
Configuring the FaxPress Xerox Interface _________ 5-9

Accessing the FaxPress Xerox Interface Configuration Utility
5-21

iii

Index ____________________________ IX-1

iv

Introducing the FaxPress Xerox
Interface 1

What’s In This Chapter

Overview ________________________________________ 1-2
About the FaxPress Xerox Interface _________________ 1-3

Scanning Documents for Outgoing Faxes____________ 1-3
Printing Incoming Faxes and Notices _______________ 1-3
System Requirements ___________________________ 1-4
Overview of Installation and Configuration Procedures__ 1-5

FaxPress Xerox Interface Guide

Overview

This chapter describes:

• The features and functions of the FaxPress Xerox Interface.

• How users can scan documents and send them as faxes over the
local area network, via the FaxPress server.

• How users can set up the Xerox machine to print out incoming
faxes and fax notices.

• An Overview of the setup procedures for installing and configuring
the software and hardware needed for the FaxPress Xerox Interface

1—2

Introducing the FaxPress Xerox Interface

About the FaxPress Xerox Interface

Castelle's FaxPress™ Xerox Interface provides a means for users of
certain models of Xerox printer-scanners to scan printed documents and
deposit the digital versions of these documents in a repository directory
for subsequent faxing via the FaxPress server. Users can also print out
faxes received via the FaxPress server on the Xerox machine, and print
notifications for outgoing faxes on the Xerox system. Note that although
the FaxPress Xerox Interface is supported on some models of Xerox
Document Centre systems, the term ’Xerox WorkCentre Pro’ is used
throughout the procedures in this Guide.

Scanning Documents for Outgoing Faxes

When the FaxPress Xerox Interface has been set up, users can feed a
paper document into the scanner tray of a Xerox WorkCentre Pro (or
Document Centre), and press the ’Fax’ button, then enter the necessary
recipient information, such as the fax number, to send the fax via the
FaxPress server.

Printing Incoming Faxes and Notices

When the FaxPress Xerox Interface has been set up, incoming faxes can
be printed out on a Xerox WorkCentre Pro (or Document Centre), and
notices regarding outgoing faxes can also be printed.

1—3

FaxPress Xerox Interface Guide

System Requirements

The FaxPress Xerox Interface is designed to run on a Local Area
Network with the equipment shown in the Figure below.

In order for the FaxPress Xerox Interface to function properly, the
following system requirements must be met.

• The FaxPress server must be running software version 8.0 or later.

Keep in mind that although the SBE series FaxPress servers
running FaxPress 8.0 support the FaxPress Xerox Interface, they
do not support email functions.

1—4

Introducing the FaxPress Xerox Interface

• The Xerox WorkCentre Pro or Document Centre must be a model
that supports the Xerox Server Fax Kit.

• The FaxPress server must be configured in compliance with the
requirements of your local telephone service provider.

• The FaxPress Xerox Interface workstation must be running one of
the following operating systems: Windows NT 4.0 Workstation or
Server, Windows 2000 Pro or server, Windows 2003 Server, or
Windows XP; it must have a Pentium III 500 MHz CPU or faster
(or equivalent CPU), 256 MB of RAM and at least 256 MB of free
space on its hard drive. The FaxPress Xerox Interface will perform
best if this workstation is dedicated, but it will run on any
workstation or server that meets the above requirements.

• You must have a local area network (Windows NT or Novell) to
which you can connect your FaxPress server, the Windows
workstation on which the interface will run, and the Xerox
WorkCentre Pro.

See the FaxPress and Xerox Administrator Guides for details.

Note: The requirements listed above are for a minimal FaxPress

Xerox Interface; you can connect several Xerox systems to a
FaxPress server, and for high-volume faxing, more than one
FaxPress server can be configured for use with numerous
Xerox systems.

Overview of Installation and Configuration
Procedures

To set up your FaxPress server and Xerox WorkCentre Pro system for the
FaxPress Xerox Interface, complete the following procedures.

1. Connect the FaxPress server hardware and the Xerox WorkCentre
Pro system to the same segment of your LAN.

2. Create a Fax Repository for each Xerox system connected to your
LAN, placing these repositories on the Windows workstation you
plan to use for your FaxPress Xerox Interface (preferably, a dedi­cated PC).

1—5

FaxPress Xerox Interface Guide

3. Configure the Server Fax Kit on each Xerox WorkCentre Pro.

4. Install and Configure the necessary Xerox print drivers.

5. Install the FaxPress Client software on the workstation that you
intend to use for this FaxPress Xerox Interface, and create a Fax­Press user for each WorkCentre Pro.

6. Install the FaxPress Xerox Interface software on the workstation.

7. Configure theFaxPress Xerox Interface software, using the Fax­Press Xerox Interface Configuration utility.

After completing these procedures, test the system by scanning a
document and sending a fax, then sending a fax to a user on the local area
network who is registered in the system’s user map, then checking the
notices generated for these transactions.

1—6

Creating Fax Repository 2

What’s In This Chapter

Overview ________________________________________ 2-2
Creating the Fax Repository Folder __________________ 2-3

FaxPress Xerox Interface Guide

Overview

This chapter describes:

• How to create a Fax Repository folder on a workstation that will be
your FaxPress Xerox Interface host machine

2—2

Creating Fax Repository

Creating the Fax Repository Folder

Take the following steps to create the folder where all fax files that have
been scanned on each Xerox WorkCentre Pro will be stored until they are
sent out by the FaxPress server.

1. Open Windows Explorer on the workstation you plan to use as the
FaxPress Xerox Interface machine.

2. Browse to the hard drive on which you plan to create the Fax
Repository folder. This workstation and the hard drive should
meet the
be the same workstation you have selected as the FaxPress Xerox
Interface machine, but it may also be a network server on the
same network with your Xerox system.

System Requirements on page 1-4. Typically, it will

2—3

FaxPress Xerox Interface Guide

3. Right-click on a blank space in the window displaying the con­tents of your chosen hard drive, and select
below.

New>Folder, as shown

4. Give the folder a unique, meaningful name, such as
(if you have several Xerox WorkCentre Pro systems, create repos­itory folders for each, with names such as XeroxDrop2,
XeroxDrop3, etc.).

5. Right-click on the XeroxDrop1 folder and select the
option.

2—4

XeroxDrop1

Properties

6. Click the Sharing tab.

Creating Fax Repository

7. Click the radio button for
meaningful Share name, such as
above.

8. Click

OK to confirm these settings for the XeroxDrop1 folder.

9. Repeat this procedure for each Xerox WorkCentre Pro on your
LAN, creating a unique fax repository folder for each system

Share this folder, and enter a unique,

XeroxDrop1. See the figure

2—5

FaxPress Xerox Interface Guide

2—6

Configuring Server Fax Kit 3

What’s In This Chapter

Overview ________________________________________ 3-2
Setting up the Server Fax Kit on Your Xerox System. ___ 3-3

FaxPress Xerox Interface Guide

Overview

This chapter describes:

• How to set up the Server Fax Kit on your Xerox WorkCentre or
Document Centre system.

3—2

Configuring Server Fax Kit

Setting up the Server Fax Kit on Your
Xerox System.

After you have set up the Xerox WorkCentre or Document Centre system
on your local network, assign the unit a static IP address. Then take the
following steps to configure the Server Fax Kit for operation with the
FaxPress server and the FaxPress Xerox Interface.

1. Open your Web browser on a workstation connected to the local
network.

2. Type the static IP address of the Xerox system in the address bar
of the Web browser; for example, http://192.128.128.14. When
you press enter, a screen similar to the figure below will appear.

3—3

FaxPress Xerox Interface Guide

3. Click on the Properties tab, then expand the Properties tree to
reveal the Services and Fax folders, as in the figure below.

3—4

Configuring Server Fax Kit

4. Select the Fax Repository Setup item, as shown. A setup win­dow will appear, as shown below.

5. From the

Protocol pull-down menu, select SMB. this is the Win-

dows share option. There are also options for TCP\IP (FTP), and
Netware.

6. Click the

IP Address radio button, then specify the IP address of

the workstation on which you set up the fax repository in

ing the Fax Repository Folder on page 2-3

7. In the
folder you created in

page 2-3. XeroxDrop1

8. Leave the

9. Enter the

Share text box, enter the Sharename of the fax repository

Creating the Fax Repository Folder on

is used in the Figure above.

Document Path field blank.

Login Name and Password of a user account on the

.

workstation or server where the repository folder is located (typi­cally, the FaxPress Xerox Interface workstation). Castelle recom­mends that you use the workstation’s local administrator account.

Creat-

3—5

FaxPress Xerox Interface Guide

10. Click Apply. A login dialog box appears.

11. The User Name and Password of the account required for the
Xerox system are entered in the appropriate text fields. By
default, the User Name is
these fields at their default settings and click

admin and the password is 1111. Leave

OK.

After you have made these settings and installed and configured the
FaxPress Xerox Interface as described in the next chapter, faxes will be
routed to the fax repository folder. When you send a fax from the Xerox
system, a ****.XSM folder will appear in the repository folder. the ****
will be a number starting with 0001.XSM and incrementing as you send
more faxes.

3—6

Xerox Print Driver Setup 4

What’s In This Chapter

Overview ________________________________________ 4-2
Installing Xerox Print Drivers _______________________ 4-3
Configuring the Xerox Print Driver__________________ 4-10

Setting up Paper Colors on the Xerox System _______ 4-13

FaxPress Xerox Interface Guide

Overview

This chapter describes:

• How to install printer drivers for printing on your Xerox system
from the Faxpress Xerox Interface workstation and Faxpress user
workstations.

• How to configure the Xerox printer driver on the FaxPress Xerox
Interface workstation and Faxpress user workstations.

• How to set up the Xerox system to print incoming faxes and fax
notices on different colors of paper.

4—2

Xerox Print Driver Setup

Installing Xerox Print Drivers

Use the following procedure to install the printer drivers for printing on
your Xerox system on the FaxPress Xerox Interface workstation, and the
workstations of all users who wish to print faxes, fax notifications, or
other documents on the Xerox system.

1. Insert the Xerox CentreWare print and fax driver CD into the CD­ROM drive on your workstation. The CD will be labelled

Ware 5.55 Print and Fax Drivers

CentreWare welcome screen appears.

(version number will vary). The

Centre-

2. Select your language and click

OK.

4—3

FaxPress Xerox Interface Guide

3. A set of installation options appears.

4—4

4. Click the

Print & Fax Drivers option, as shown.

5. A set of Print and Fax options appear.

Xerox Print Driver Setup

6. Click

Install Your Windows Print Driver.

4—5

FaxPress Xerox Interface Guide

7. The Printer Installation Utility screen appears.

8. Click on the appropriate language option.

4—6

9. The Configuration tab appears.

Xerox Print Driver Setup

10. Select your Xerox system from

11. Select the print driver for this printer from the
pull-down menu.

Select Printer pull-down menu.

Choose Driver

4—7

FaxPress Xerox Interface Guide

12. Click the Connection button. The Connection dialog box opens.

13. Enter the IP address of the Xerox system, then click

OK.

4—8

14. The Configuration tab reappears.

Xerox Print Driver Setup

15. Check the checkbox to the left of your printer in the list box, as
shown.

16. Click the

To configure the installed driver, continue with the next section of this
chapter.

Install button to install the driver.

4—9

FaxPress Xerox Interface Guide

Configuring the Xerox Print Driver

Take the following steps to configure the Xerox Print driver once you
have installed it on the FaxPress Xerox Interface workstation or a user’s
workstation.

1. From the Windows desktop, choose the command:

Start>Settings>Printers

4—10

Xerox Print Driver Setup

2. The Printers window opens, displaying all available printers.

3. Right-click on the Xerox system icon and select

Properties.

4—11

FaxPress Xerox Interface Guide

4. The Properties screen for the Xerox system appears. Click the

Printing Preferences button to open the Preferences screen.

5. Typically, you can leave all the settings at their defaults. One
exception; if you have enabled Network Accounting on your
Xerox WorkCentre Pro, you must specify the default User ID and
the System ID in the Device Settings tab (Accounting>Setup) of
the printer driver properties. If your situation requires special set­tings, make them with caution. Castelle recommends that you do
NOT change any of the advanced options unless you ar certain
that the changes will work without any unwanted side-effects.

6. When you have the settings as you want them, click

OK.

7. Test the printer from the workstation, and test printing a fax or fax
notification.

If you want to set up the Xerox system so it prints faxes and/or fax
notifications in special colors proceed to the next section of this chapter.

4—12

Xerox Print Driver Setup

Setting up Paper Colors on the Xerox System

If you wish to use more than one paper color when printing with the
FaxPress Xerox Interface - for example, one color for fax print-outs, and
another color for fax notices - take the following steps. This procedure
assumes that you have 2 trays with different colored paper in your Xerox
system.

Note: This procedure requires that the FaxPress Xerox Interface

software be installed on your FaxPress Xerox Interface
workstation. See

Interface" for details.

1. For each special paper color, create an extra local print driver for
your Xerox system on your FaxPress Xerox Interface worksta­tion, using the procedure in

page 4-3

.

Chapter 5 "Installing the FaxPress Xerox

Installing Xerox Print Drivers on

2. Rename the extra printer drivers for each color. For example, if
you have a driver you want to use for Red paper, first choose

Start>Settings>Printers

3. In the Printers window, select the new driver you have created
and add RED to the name; so
would become

Xerox WorkCentre Pro 35 PCL6 RED.

Xerox WorkCentre Pro 35 PCL6

4. Rename each of the drivers for the different colors in this way.

5. Open the Properties screen for each driver, then click the

ing Preferences

in

"Configuring the Xerox Print Driver" earlier in this chapter.

button to open the Preferences screen, as you did

Print-

4—13

FaxPress Xerox Interface Guide

6. The Printing Preferences screen opens.

7. Set the paper color for the driver as shown. Click
erences screen, and

8. Open the FaxPress Xerox Interface configuration utility, with the
command

Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration

9. In the User Map tab, select a user, for example, Xerox1, then click
the

Edit button. This Step and those that follow require that you

4—14

OK in the Pref-

OK in the Driver Properties screen.

Xerox Print Driver Setup

have installed the FaxPress Xerox Interface software. See Chap-

ter 5 "Installing the FaxPress Xerox Interface"

for details.

10. In the User to Email address Mapping dialog box you can set up
each printer setting for

fax notification

with a different print driver.

Print Incoming fax and Print outgoing

11. To set the RED driver for Incoming faxes, click the

ting

button for Print Incoming fax. Then choose the driver that

ends in RED from the

OK. See the procedure in Configuring the FaxPress Xerox Inter­face on page 5-9

12. Repeat this procedure for the other color driver, this time clicking
the

Printer Setting button for Print outgoing fax notification.

Incoming faxes and outgoing fax notifications will now print out on
different colored paper.

Printer Set-

Printer Name pull-down menu and click

for details.

4—15

FaxPress Xerox Interface Guide

4—16

Installing the FaxPress Xerox
Interface 5

What’s In This Chapter

Overview ________________________________________ 5-2
Installing the FaxPress Client Software_______________ 5-3
Creating FaxPress Users for Each Fax Repository _____ 5-3
Installing the FaxPress Xerox Interface Software_______ 5-4

Accessing the FaxPress Xerox Interface Configuration Utility5-21

FaxPress Xerox Interface Guide

Overview

This chapter describes:

• How to install the Client software on the Windows workstation you
intend to use for the FaxPress Xerox Interface.

• How to create FaxPress Users for each Fax Repository on your
FaxPress Xerox Interface workstation

• How to Install the FaxPress Xerox Interface software on the
Windows workstation you intend to use for the FaxPress Xerox
Interface.

5—2

Installing the FaxPress Xerox Interface

Installing the FaxPress Client Software

The procedures in this section assume that you have met the
requirements listed in

Before you can install the FaxPress Xerox Interface software, you must
have the FaxPress Client installed on the Windows workstation you
intend to use as your FaxPress Xerox Interface.

See your FaxPress Administrator’s Guide for Client software installation
details.

System Requirements on page 1-4.

Creating FaxPress Users for Each Fax
Repository

Before you can map Xerox users to FaxPress users in order to connect to
and use the Fax Repository folder you created in

Repository Folder on page 2-3

FaxPress users. One naming scheme that makes sense, especially if you
have more than one Xerox system, and therefore, more than one Fax
Repository folder, is to give the FaxPress users names that relate to the
names of the Fax Repository folders. For example, if you have named the
Fax Repository folders XeroxDrop1, XeroxDrop2, etc., you can name
your FaxPress users Xerox1, Xerox2, etc. Remember that these same
names must be used as the Xerox User names when you do your user
mapping for the FaxPress Xerox Interface, as described in

the FaxPress Xerox Interface on page 5-9

FaxPress users, see the FaxPress Administrator’s Guide.

, you must create the appropriate

Creating the Fax

Configuring

. For details on adding

5—3

FaxPress Xerox Interface Guide

Installing the FaxPress Xerox Interface
Software

The procedures in this section assume that you have met the
requirements listed in
have created a Fax Repository folder for each Xerox WorkCentre Pro on
your system, as described in

page 2-3.

Take the following steps to install the FaxPress Xerox Interface software.

1. Create a folder on the C: drive of the workstation you will use for
the FaxPress Xerox Interface, and name the folder Xerox.

2. Download the file FXI_Install.zip from the Castelle Web
site.

System Requirements on page 1-4, and that you

Creating the Fax Repository Folder on

3. Place this file in the Xerox folder.

4. Double-click the FXI_Install.zip file. The files it dontains
will self-extract, provided you have the WinZip program installed
on your PC.

5—4

Installing the FaxPress Xerox Interface

5. Double-click the Setup.exe file. The welcome screen for the
InstallShield Wizard appears, as shown below.

6. Click

Next.

5—5

FaxPress Xerox Interface Guide

7. The Destination Location screen appears. The Exchange Connec­tor will be installed by default to

Press\Xerox Interface

C:\Program Files\Castelle\Fax-

directory.

5—6

8. Click

Browse to change this location or Next> to accept the

default location and continue.

Installing the FaxPress Xerox Interface

9. The User Information screen appears.

10. Enter the

User Name and Password for a FaxPress user with

Supervisor privileges who is also an authenticated user with
Administrator privileges on the FaxPress Xerox Interface work­station. For simplicity, the name ’supervisor’ is used in the exam­ple above. You do not need to enter the

Domain of this user, since

the user is authenticated on the FaxPress Xerox Interface worksta­tion.

11. When you have entered the logon account information you want,
click

Next.

5—7

FaxPress Xerox Interface Guide

12. The InstallShield installs the software, then the Complete screen
appears.

13. Click

Finish.

14. The FaxPress Xerox Interface Configuration screen appears. Con­tinue with your setup of the FaxPress Xerox Interface, following
the procedure in the next section of this chapter.

5—8

Installing the FaxPress Xerox Interface

Configuring the FaxPress Xerox
Interface

Use the following procedure to configure your FaxPress Xerox Interface.
You will already be in the FaxPress Xerox Interface Configuration
screen if you have just finished installing the FaxPress Xerox Interface
software on the workstation you are using for it. If you have exited from
the Installation/Configuration program, you can access the configuration
utility by choosing this command:

Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration

See Accessing the FaxPress Xerox Interface Configuration Utility on

page 5-21

Interface Configuration screen, follow these steps.

1. The tabs in this screen let you make settings for your FaxPress

for details. Once you have accessed the FaxPress Xerox

Xerox Interface, so it can send and receive faxes from the Xerox
system via the FaxPress server, and establish the mappings for

5—9

FaxPress Xerox Interface Guide

Xerox system users on the FaxPress server. Email and Trace Tool
settings are also provided, for administrative purposes.

2. In the FaxPress tab, click the
server to the lists of Incoming and Outgoing FaxPress Servers. If
there are several FaxPress servers available, and you want to use
more than one for the FaxPress Xerox Interface, add all servers
you intend to use.

5—10

Add button to add your FaxPress

Installing the FaxPress Xerox Interface

3. The FaxPress Server selection dialog box appears, displaying a
list of available servers.

4. Select a server (or servers) in the list that is running version 8.0 or
later FaxPress software, and enter the user name and password for
the FaxPress supervisor for this server. Click

OK when you are

satisfied with your entries. The FaxPress tab appears again, with
the added server listed in both Incoming and Outgoing FaxPress
servers lists.

5. Repeat the last two steps of this procedure to add other available
FaxPress servers.

6. If you want the supervisor to be notified of fax failures, check the

Notify supervisor on all failures checkbox and add the email

address of the supervisor.

5—11

FaxPress Xerox Interface Guide

7. Click the Repository tab.

5—12

8. Click

Add to specify a fax repository folder.

Installing the FaxPress Xerox Interface

9. The Repository Folder Data dialog box appears.

Browse to and select the fax repository folder you have created

10.
on the FaxPress Xerox Interface workstation. For details on this
folder, see

Creating the Fax Repository Folder on page 2-3.

11. Enter the

User Name and Password of an authenticated user on

the workstation, so the FaxPress Xerox Interface can connect to
the fax repository folder. In the example above, the Administrator
account name was used.

12. Enter a

FaxPress User Name, to be used to send out the scanned

fax jobs from the Xerox system if the sender’s mail ID is not
available. A user with a name related to the Fax Repository is an
obvious choice, such as Xerox1 in the example above. If the fax is
sent using this repository default user, printed notification of fax
success and failure will be sent to the repository default user, too.
If there are several Xerox WorkCentre Pro systems, each will
have a unique drop directory (such as XeroxDrop2. XeroxDrop3,
etc.) and each can have a default user for the fax repository
(Xerox2, Xerox3, etc.). Each of these users must be mapped so
they have the same FaxPress User Name and Xerox User name.
See Step 19 and following in this procedure.

Note: To simplify printing of incoming faxes, you may want to route

them all to a specific WorkCentre Pro; do this by assigning the
incoming fax line to the default repository user (Xerox1 in the
example above). To make this line setting, start Faxmain

5—13

FaxPress Xerox Interface Guide

(Start>Programs>FaxPress>Faxmain) then log in to the
FaxPress server, right-click on it and choose
select the
click the

Line Settings tab, and in the Routing Type section,

Assign Line to User radio button and select the

default repository user (such as Xerox1) from the pull-down
user menu.

Properties, then

13. Click

OK when you have entered the settings you want. The

Repository tab appears again, with the repository information
listed.

5—14

Installing the FaxPress Xerox Interface

14. Click the Incoming_outgoing faxes tab.

15. Make the settings you want for the

Received Fax Notification

choices. If you choose to notify the recipient by email you can
choose to

Attach the fax to the email notice, and then choose the

format for the attached fax from the radio buttons on the right.
You can also choose to

Delete the incoming fax after the notice

(and attached fax) are emailed. Finally, if the Xerox system is
unable to handle the number of faxes being received by the Fax­Press server, you can limit the number that are retrieved during
each scan period. Typically, you can leave the default ’

ALL’ set-

ting.

16. Make the settings you want for

Outgoing Faxes. Enter a Reposi-

tory/incoming fax Scan Period in minutes; the FaxPress Xerox
Interface will check this repository for outgoing fax jobs, and
check the FaxPress server for incoming faxes at the specified

5—15

FaxPress Xerox Interface Guide

interval. Typically, you will want notifications to be sent for both
successful and failed faxes, and you will want to leave the check­boxes for deleting failed faxes, and NOT sending cover pages
unchecked, as shown.

17. When you have made the settings you want, click the

Email tab.

18. Enter your Email server’s IP address if you want email notifica­tions concerning faxes to be sent from the FaxPress Xerox Inter­face. Leave the default settings for the Address of the interface,
the SMTP port, the timeout, and the scan period, unless changes
are required by special circumstances, and Castelle technical sup­port asks you to make the changes.

5—16

Installing the FaxPress Xerox Interface

19. When you have made the email settings you want, click the User

Map

tab.

20. Leave the
the starting ID at ’1’. Click

21. In the FaxPress User to Email Address Mapping dialog box, you
can map a

Note: If you are configuring the FaxPress Xerox Interface for use

with an SBE series FaxPress server, keep in mind that the
email functions are not supported.

22. In the example below, the default FaxPress Fax Repository user
for XeroxDrop1, Xerox 1, is mapped to the same Xerox User
Name. you MUST create a user map such as this for each default

Auto Registration checkbox checked (the default), and

Add to add user mappings to the list.

Xerox User to a FaxPress User Name.

5—17

FaxPress Xerox Interface Guide

Fax Repository user for each Fax Repository, and the FaxPress
User Name must be the same as the Xerox User name in each
case.

23. After mapping the user, you can enter their
want them to get email notifications of received and outgoing fax
events. Leave the Email Address field blank if you do not want
them to receive email notifications.

24. Enter an optional mapping for any user who wants to use their
mailbox ID to authenticate themselves when they are sending
faxes from a Xerox WorkCentre Pro; if they are mapped as Xerox
and FaxPress users, they can enter their mailbox ID, then the fax
number of their recipient, and be authenticated to send the fax.

5—18

Email Address if you

Installing the FaxPress Xerox Interface

25. To set up the user for receiving print-outs of incoming faxes,
check the

Setting

Print Incoming fax checkbox, then click the Printer

button.

26. In the Printer dialog box, select the printer from the pull-down
menu; typically, you will choose the Xerox system, as in the fig­ure below.

27. Select the
are the defaults for the printer, then click

Paper Source, Paper Size, and Binding settings that

OK. The FaxPress User

Mapping dialog box reappears, with the printer settings displayed.

28. Repeat this process to
mapped user. Check the checkbox, click the

Print outgoing fax notification for the

Printer Setting but-

ton, and use the Printer dialog box to make the printer settings,
then click

OK. The FaxPress User Mapping dialog box reappears,

with the printer settings displayed.

29. Click

OK in the FaxPress User Mapping dialog box when you

have completed all mapping and printer settings for the user. The
User Map tab reappears, with the user added to the list. Repeat
this process for each user you wish to map.

30. When all users are mapped, click the

Trace Tool tab.

5—19

FaxPress Xerox Interface Guide

31. In the Trace Tool tab, you can check the Trace to file checkbox to
log traces of fax transactions.

32. Enter a complete filename for the trace file, and a maximum size,
then enter a path to the location for Xerox Temp files.

33. When you have completed all configuration settings for the Fax­Press Xerox Interface, click the

34. Send test faxes from the Xerox system, and send test faxes to Fax­Press users from a remote location, to make sure the FaxPress
Xerox Interface is configured properly.

5—20

OK button.

Installing the FaxPress Xerox Interface

Accessing the FaxPress Xerox Interface
Configuration Utility

To access the FaxPress Xerox Interface Configuration utility if you have
exited the installation/configuration program, use the command:

Start>Programs>FaxPress>Add On Products>Xerox Interface>Configuration

as shown in the figure below.

5—21

FaxPress Xerox Interface Guide

5—22

Index

A

administrator account

fax repository 3-5

Xerox interface 5-7
attached faxes 5-15
Auto Registration, of users 5-17

C

cover pages 5-16
CPU speed, requirement 1-5

E

email notice 5-15
email notifications 5-16

F

fax

email notificaton 5-16

notifications 1-3
Fax Repository

creating 1-5

setup 3-5

Share name 2-5
FaxPress

server selection for Xerox

interface 5-11
server software requirement 1-4
supervisor 5-11

, 3-5

I

incoming faxes, color paper 4-15
Installation and Configuration,
overview 1-5
IP address, of Xerox system 3-3

L

local area network, requirement 1-5

M

mapping, user 5-17
mappings 5-17

N

network server, as interface
machine 2-3
notices 1-3
notification

received faxes 5-15

notifications 5-16

O

operating system, required for Xerox
interface 1-5

P

paper colors

configuration 4-13
paper source and size, for printer 5-19
Password

for Fax Repository account 3-5
printer drivers

configuration 4-9

installing 4-3
printing

fax success notification 5-13

incoming faxes 1-3

notices 1-3

preferences 4-12

, 4-10

R

RAM, requirement 1-5

S

scan period 5-15
scanning documents, for faxing 1-3
service provider, requirements of 1-5
Share name 3-5
Share name, fax repository 2-5
SMB, protocol 3-5
SMTP port 5-16
system requirements 1-4

FaxPress Xerox Interface Guide

T

testing

Xerox Interface 5-20

testing,

Xerox interface system 1-6

Trace Tool 5-20

U

User Map 5-17
user mapping 5-17

X

Xerox Interface software

accessing configuration utility 5-

21
configuration 1-6
destination location 5-6
installation file 5-4

Xerox Interface workstation 1-6
3-5, 5-4, 5-7
Xerox print drivers

configuration 1-6
installation 1-6

Xerox Server Fax Kit

configuration 1-5
requirement 1-4

XeroxDrop 2-4
XSM folder 3-6

, 5-9

, 2-3,

IX—2