GFI FAXmaker User Guide

GFI FAXmaker

14.3

for Exchange

/Lotus

/SMTP

Manual

By GFI Software

Ltd

http://www.gfi.com

Email

: info@gfi.com

Information in this document is subject to change with

out notice.

Companies, names, and data used in examples herein are fictitious

unless otherwise noted. No part of this document may be reproduced

or transmitted in any form or by any means, electronic or mechanical,

for any purpose, without the express writ

ten permission of GFI

Software

Ltd.GFI FAXmaker

is copyright of GFI SOFTWARE

LTD



1995

-

2009GFI S

oftware

Ltd

GFI FAXmaker

is a registered trademark and GFI S

oftware Ltd.

and

the GFI logo are trademarks of GFI S

oftware

Ltd. in

the

Europe, the

United States and other countries.

Build: 20091005

Version

:FM-EN-1-00-04Last updated

:

May 3, 2010

GFI FAXmake

r 14.3 for Exchange/Lotus/SMTP

Contents



i

Contents

GFI FAXmaker

-

an overview

1

Introduction to GFI FAXmaker

................................

.......................

1

How to deploy GFI FAXmaker for Exchange/SMTP 14

................................

.................

1

How G

FI FAXmaker works with Exchange

2000/2003/2007/2010

................................

.......................

1

How GFI FAXmaker works with Exchange 5.5

................................

.................

3

How GFI FAXmaker works with Lotus Notes/Domino

................................

......4How GFI FAXmaker works with an SMTP/POP3 server

................................

..5How GFI FAXmaker works with multiple mail servers

................................

......6How GFI FAXmaker works with an ISP hosted mail server

..............................

7

How users send a fax

................................

.....8How users view received faxes

................................

......................

9

Installing GFI FAXmaker

11

System Requirements

................................

..11Installing the GFI FAXmaker server software

................................

..............................

12

Installing the GFI FAXmaker server software on 64

-

bit (x64) computers

....................

16

Running the GFI FAXmaker configuration wizard

................................

........................

17

Step 1: Setting up the sending options

................................

............................

17

Step 2: Configuring the fax devices

................................

19

Step 3: Specifying the fax administrator and users

................................

.........

20

Ste

p 4: Test the mail server connection and start services

............................

23

Step 5: After running the GFI FAXmaker wizard

................................

.............

25

Installing the connector on a remote Exchange server machine

................................

.26Upgrading from earlier GFI FAXmaker versions

................................

..........................

26

Entering your License key after installation

................................

..

27

Installin

g clients

29

Introduction to the GFI FAXmaker client software

................................

.......................

29

Installing the client software

................................

.........................

30

Specifying email address

................................

................

33

Set-up Command line options

................................

......................

34

GFI FAXmaker client user manual

................................

...............

35

Installing the GFI FAXmaker client on Terminal server clients

................................

....

35

Configuring Fax lines

37

Configuring a fax line

................................

...37Setting up fax lines for an ISDN card

................................

...........

38

Finding out the exact MSN numbers

................................

...............................

40

Setting up fax lines for XCAPI

................................

......................

40

Setting up fax lines fo

r a Brooktrout fax card

................................

...............................

42

Setting up fax lines for the Brooktrout SR140

................................

..............................

44

Setting up fax lines for a fax modem

................................

............

46

Line options

................................

..................

48

Users

................................

............................

49

Advanced options

................................

.........

51

Configuring Fax routing

55

iiContents

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Introduction to fax routing

................................

.............................

55

DID routing (ISDN)

................................

..........................

55

General routing options

................................

58

Specifying default routers

................................

................

58

Creating printers to route to

................................

............

59

Using Backup2Folder to route to folder

................................

........

61

Configuring DID

/DTMF Routing (ISDN/Analog/Digital)

................................

................

62

Configuring MSN routing

................................

..............................

65

Configuring OCR routing

................................

..............................

67

Routing to a public folder in Exchange

................................

.........

70

For Exchange 2000/2003

................................

................

70

For Exchange 5.5

................................

............................

73

Configuring Line routing

................................

...............................

76

Configuring CSID routing

................................

.............................

77

Configuring Fax server options

79

Document Conversion con

figuration

................................

............

79

Configuring Licensed users

................................

..........................

80

Configuring the Email2Fax gateway

................................

.............

81

POP3 connector

................................

..............................

82

Sending and receiving options

................................

.....................

83

Configuring Fax administrators

................................

....................

86

Dialing Options

................................

.............

86

Transmission reports

................................

...89Header/Footer/Stamping options

................................

.................

91

Junk Fax filter

................................

...............

93

Call blocking

................................

.................

94

OCR

................................

.............................

95

Miscellaneous options

................................

..96Public contacts

................................

.............

97

General

................................

.........................

99

Con

figuring fax archiving

................................

............................

102

Archiving to an email archiving solution

................................

........................

102

Archiving directly to a database

................................

....

103

Configuring Cover pag

es

105

Introduction to cover pages

................................

........................

105

Adding Cover Pages/Front Covernotes

................................

.....

105

Specifying a default coverpage/front covernote

................................

.........................

106

General

cover page options

................................

.......................

107

Front covernote options

................................

.............................

108

Designing cover pages

................................

...............................

108

Supported merge

-

fields

................................

..............................

109

Fax server monitoring

111

The GFI FAXmaker monitor

................................

.......................

111

Installing the GFI FAXmaker monitor remotely

................................

..........................

113

Configuring the GFI FAXmaker server remotely

................................

........................

113

Switching to another fax server to monitor

................................

.

113

Remote monitoring permissions

................................

................

114

NetPrintQueue2FAX

117

Introduction to Netprintqueue2FAX

................................

............

117

Configuring the Netprintqueue2FAX feature

................................

..............................

118

Installing the printer driver on clients’ machines

................................

........................

119

Using the NetPrintQueue2FAX feature

................................

......

120

Sending a fax broadcast using NetprintQueue2FAX

................................

.................

121

Use Text API commands

................................

...........................

121

GFI FAXmake

r 14.3 for Exchange/Lotus/SMTP

Contents



iii

The

SMS gateway

123

Introduction to the SMS gateway

................................

...............

123

Requirements of the SMS gateway

................................

............

124

Configuring the GFI FAXmaker SMS gateway

................................

...........................

124

Configure the

Web2SMS service

................................

...............

126

Configuring the SMS server

................................

.......................

129

Troubleshooting GSM SMS modems

................................

...........................

133

Routing received SMS messages

................................

..............

134

Configuring SMS archivi

ng

................................

.........................

135

SMS log files

................................

..............

135

Sending an SMS

................................

........

135

Billing

137

Enforcing Billing

................................

..........

137

Advanced use

139

Installing GFI FAXmaker in a Microsoft Exchange cluster environment

....................

139

The send log and receive log file

................................

...............

139

The GFI FAXmaker Call accounting module/Log viewer

................................

...........

140HPDigital Sender integration

................................

.....................

142

Customizing transmission reports

................................

..............

143

The Exchange 2000/2003 SMTP connector

145

About the Exchange 2000/2003 SMTP connector

................................

.....................

145

Connector scope

................................

...........................

145

Manually creating the connector

................................

................

146

The Exchange 2007/2010 connectors

153

About the Exchange 2007/2010 connectors

................................

..............................

153

Manually inst

alling or removing receive connectors

................................

...................

153

Configuring a send connector for Exchange 2007/2010

................................

............

153

Manually installing or removing foreign connectors

................................

...................

156

Configuring Exchange Server 5.5 for faxing

157

Introduction

................................

.................

157

Configuring Microsoft Exchange 5.5

................................

..........

158

Disabling RTF for the faxmaker.com and smsmaker.com domains

..........................

161

Configuring the GFI FAXmaker users

................................

........

163

Configuring GFI FAXmaker for Lotus Notes

165

Introduction

................................

.................

165

Configuring Lotus Domino/Notes server 6.5

................................

..............................

165

Step 1: Allow mail relay from Lotus Domino/Notes server

............................

165

Step 2: Add a foreign SMTP domain on the Lotus server

.............................

167

Configuring Lotus Domino/Notes server 6

................................

.

169

Step 1: Create a mailbox database on the Domino server

...........................

169

Step 2: Configure the Person for the GFI FAXmaker Domino

database

................................

.......

169

Step 3: Give the GFI FAXmaker Person permission on the

GFI FAXmaker database

................................

..............

170

Step 4: Remove default $POP3 View

................................

...........................

172

Step 5: Add the FAX Foreign Domain

................................

...........................

173

Configuring Lotus Notes 4 and 5

................................

................

174

Step 1: Setting up a Fax database in Lotus Notes

................................

........

174

Step 2: Define the database as a POP Mailbox

................................

............

174

ivContents

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Step 3: Setting up of forwarding of the domain

................................

.............

175

Configuring the Email2Fax gateway in GFI FAXmaker

................................

..............

178

Configuring the GFI FAXmaker users

................................

........

179

Configuring an SMTP/POP3 server for faxing

181

Introduction

................................

.................

181

Configuring the Email2Fax Gateway

................................

..........

181

Configuring the GFI FAXmaker users

................................

........

183

Configuring SAP 4.7 for faxing

185

Introduction

................................

.................

185

Configuring GFI FAXmaker as fax device for SAP 4.7

................................

..............

185

Troubleshooting

187

Introduction

................................

.................

187

Knowledge Base

................................

........

187

Request tec

hnical support via email

................................

..........

187

Request technical support via phone

................................

.........

188

Web Forum

................................

................

188

Build notifications

................................

.......

188

Index

189

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

-

an overview



1

GFI FAXmaker

-

an overview

Introduction to

GFI FAXmaker

is a fax server that

enables

you to send and receive

faxes via your email infrastructure.

G

FI FAXmaker

for

Exchange/SMTP integrates with Microsoft Exchange Server

2000

/2003

/2007

/2010

/5.5, Lotus Notes and with most popul

ar

SMTP/POP3 Mail servers

and

consists of:



A F

ax S

erver service which handles the sending and receiving of

faxes via the fax hardware.



An Email2F

ax

gateway service that retrieves the faxes to be sent

via a sink or pop3 and sends inbound faxes and fax tran

smission

reports via SMTP.



A fax printer driver and a fax message form which allow users to

send faxes via their

email

client.

The fax message form integrates with the email architecture

:It does

not have any direct links with the

GFI FAXmaker

Fax server s

oftware.

How to deploy

GFI FAXmaker

for Exchange/SMTP

14

GFI FAXmaker

has a very flexible SMTP based architecture

enabling

you to deploy the fax server in a way that best suits your network and

type of mail server. You can also choose whether you want to i

nstall

GFI FAXmaker

on your mail server or whether you want to

install

it on

a

dedicated

machine.

NOTE

1

:

For Microsoft

Exchange

Server

5.5,

you must

always

deploy

GFI FAXmaker

on a

dedicated

machine

.

NOTE 2:

Since

GFI FAXmaker

does not require a lot of r

esources it

can run in the background on your mail server machine.

I

t is

however

often considered good practice to separate your mail server from fax

device hardware such as Brooktrout cards or ISDN cards. The choice

will probably depend on the size of you

r network.

It is recommended that for s

maller networks

,

GFI FAXmaker

is

deployed

on the mail server, whilst

for

larger networks

GFI FAXmaker

should be deployed

on a

dedicated

machine. This separate machine

does not need to be

exclusive to

GFI FAXmaker

.

HowGFI FAXmaker

works with Exchange

2000

/2003

/2007

/2

010

If you have Exchange 2000

,

2003

,

2007

or 2010

as your mail server

you can choose to install

GFI FAXmaker

on the mail server machine

itself or on a separate machine.

2GFI FAXmaker

-

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Figure

1-GFI FAXmaker

installed on the Exchange 2000

/2003

/2007

/2010

server

When installed directly on mail servers running

Microsoft

Exchange

2007

/2010

, GFI FAXmaker will automatically setup ‘Foreign’ and

‘Receive’ connectors to capture fax requests. W

hen installed directly

on mail servers running MS Exchange Server 2000

/2003

, GFI

FAXmaker uses a ‘sink’ to capture fax requests.

Following the installation, no further configuration is requir

ed. The

connectors and sinks will automatically forward all fax messages to

GFI FAXmaker.

Figure

2-GFI FAXmaker

installed on a

dedicated

server

GFI FAXmaker can also be installed on a dedicated machine which is

not running MS Exchange Server. To achieve this in environments

where mail servers are running on Exchange server 2000

and 2003

you must:

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

-

an overview



3

1. Install GFI FAXmaker on the fax server machine (which will require

the IIS SMTP service to be installed). The fax server software and a

sink for the IIS SMTP service will be automatically installed.

2. Run the GFI FAXmaker set

-

up again thi

s time on the Exchange

server. This will create a standard SMTP connector, which will forward

fax requests to the GFI FAXmaker fax server. Alternately, you can

create an Exchange SMTP connector manually as described in ‘The

Exchange 2000

/2003

SMTP connector’ chapter.

To install GFI FAXmaker on a dedicated machine (i.e. machine which

is not running MS Exchange Server software) in an environment

where email services are handled through Exchange

Server

2007

/2010

:

1. Install GFI FAXmaker on the target machine.

2. On your Exchange Server 2007

/2010

manually setup the ‘Send’

and ‘Receive’ connectors which will relay fax queries to GFI

FAXmaker. For more information on how to achieve this refer to ‘The

Exchange 2007

/2010

connectors’ chapter.

Installing

GFI FAXmaker

on a

dedicated

machine

retains

Microsoft

Exchange Server standard

setup

-

no changes to active directory are

made and no custom software will be running on Exchange server.

How it works

at

the client

side

All faxes sent by users from the

GFI FAXmaker

Fax

Message form or

the New Message form of Microsoft Outlook are sent via Microsoft

Outlook using the MAPI format

[FAX:<number>]

. The standard SMTP

connector (which is created by

GFI FAXmaker

during set

-

up and is a

completely standard Exchange connector) forw

ards the faxes via

SMTP to the

GFI FAXmaker

Fax server.

How

GFI FAXmaker

works with Exchange 5.5

Figure

3-GFI FAXma

ker

installed on a

dedicated

machine if using Exchange Server 5.5

GFI FAXmaker

should be installed on a dedicated machine in

installations where

Microsoft Exchange

Server

5.5

is being used.

This

dedicated

machine must be running Windows 2000 or higher and

the

4GFI FAXmaker

-

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

IIS SMTP service.

Y

ou must

also

create a routing rule to forward all

mail sent to the domains

fax

maker

.com

and

smsmaker.com

to the

GFI FAXmaker

Fax server.

For information on how

to create this rule

refer to

the ‘

Configuring Exchange Server 5.5 for fax

ing’chapter.

The

GFI FAXmaker

fax server receives the faxes via SMTP

. Through

the use of a

sink

it captures the fax,

converts it to fax format and

faxes it.

Subsequently, i

t will mail back a delivery report to the user.

The same principle

applies

to SMS m

essages.

NOTE:

If Active Directory

is being used

, you must ensure that the

email

address of each

GFI FAXmaker

user is provided

in Active

Directory. Exchange

Server

5.5

does not do this automatically

. If you

don’t use Active Directory you have to configure

the name and email

address of the

GFI FAXmaker

users.

How it works

at

the client

side

All faxes sent by users from the

GFI FAXmaker

Fax Message form

are sent via Microsoft Outlook using the SMTP format

number@faxmaker.com.

I

f the user wants to send a fax u

sing the

New Message form of Microsoft Outlook, the user has to address the

email to

number@faxmaker.com

. Exchange 5.5

is then configured to

forward mails sent to the

fax

maker

.com domain to the

GFI FAXmaker

fax server via SMTP.

How

GF

I FAXmaker

works with Lotus Notes/Domino

If you have Lotus Notes or Domino you can choose to install

GFI

FAXmaker

on the mail server machine itself or on a

dedicated

machine.

Figure

4-GFI FAXmaker

installed on the Lotus Notes machine

In

either case

GFI FAXmaker

retrieves

faxes via a dedicated POP3

mailbox. You will need to create a dedicated mailbox and configure

GFI FAXmake

r

to retrieve the faxes from that mailbox.

For more

information refer to

‘

Configuring

GFI FAXmaker

for Lotus Notes

’

chapter.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

-

an overview



5

Figure

5-GFI F

AXmaker

installed on a separate machine

If Active Directory

is in use

, you must ensure that the

email

address of

each

GFI FAXmaker

user

is supplied

in Active Directory. If you don’t

use Active Directory you have to configure the name and email

address of

the

GFI FAXmaker

users.

How it works

on

the client

side

All faxes sent by users from the

GFI FAXmaker

Fax Message form

are sent via the

email

client to the dedicated fax mailbox. If the user

wants to send a fax using the new message form of the Lotus Notes

client, the user has to address the email to number@FAX. Lotus

Notes will forward the mail to a POP3 mailbox. This “fax mailbox”

must be dedicated to the fax server.

GFI FAXmaker

will download the

email, convert it to fax format and fax it. Then it will m

ail back a

d

elivery report to the user. The same principle is applied to SMS

messages.

How

GFI FAXmaker

works with an SMTP/POP3 server

If you have an SMTP/POP3 server such as VPOP3 or Mdaemon you

have to choose

if

you want

GFI FAXm

aker

to collect faxes to be faxed

via POP3

orifyou want to configure your mail server to forward the

faxes via SMTP to the

GFI FAXmaker

server.

If you choose

to forward the faxes via SMTP

then

GFI FAXmaker

must be installed on a separate machine (see fig

ure 3).

If you use an

SMTP/POP3 server

you

can

install

GFI FAXmaker

on the mail server

machine it self (See figure 4)

. This

however does not allow users to

send faxes directly from their

email

client.

If Active Directory

is in use

,

ensure

that the

email

a

ddress of each

GFI

FAXmaker

user

is provided

in Active Directory. If you don’t use Active

Directory you have to configure the name and email address of the

GFI FAXmaker

users.

How it works

on

the client

side

If

GFI FAXmaker

is configured

to retrieve faxes

via POP3, all faxes

sent by users from the

GFI FAXmaker

Fax Message form are sent via

the

email

client to the dedicated fax mailbox.

GFI FAXmaker

will

download the email, convert it to fax format and fax it. Then it will mail

6GFI FAXmaker

-

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

back a delivery report to the

user. The same principle is applied to

SMS messages.

If you have configured your mail server to forward all faxes via SMTP

to the separately installed

GFI FAXmaker

fax server, then all faxes

sent by users from the

GFI FAXmaker

Fax Message form will be sent

via the

email

client using the SMTP format

number@faxmaker.com

. If

the user wants to send a fax

from their email client, then

address the

email to

number@faxmaker.com

. The SMTP/POP3 mail server is

then configured to forward mails sent to the

faxmaker

.com

domain to

the

GFI FAXmaker

fax server via SMTP. The

GFI FAXmaker

fax

server receives the faxes via SMTP an

d using a sink captures the fax,

converts it to fax format and faxes it out. Then it will mail back a

delivery report to the user. The same principle

is applied to SMS

messages.

How

GFI FAXmaker

works with multiple mail servers

Figure

6-GFI FAXmaker

wi

th multiple mail servers

If you have a large network with multiple mail servers

that are

independent

from each other

, you can configure your mail servers to

forward faxes from all mail servers via SMTP (using the same

methods as described above for each ty

pe of mail server). This

enables

you to provide fax services to users on several mail servers

with a single

GFI FAXmaker

server.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

-

an overview



7

How

GFI FAXmaker

works with an ISP hosted mail server

Figure

7-GFI FAXmaker

with hosted mail server

If you have a small network and don’t run your own mail server or

have a hosted mail server setup, you can still deploy

GFI FAXmaker

.

You

however

need to install the IIS SMTP service on the

GFI

FAXmaker

server. The

GFI FAXmaker

client software will forward all

faxes directly to the

GFI FAXmaker

Fax server via SMTP.

The

GFI FAXmaker

fax server receives the faxes via SMTP

. Through

the u

ser of a

sink,the

fax

is captured, converted

it to fax format and

faxes out. The same principle is applied to SMS messages. Delivery

reports and inbound faxes will be forwarded to the user’s email

address at the ISP mail server. Because of the small size

of faxes

files and relatively small amount of email traffic created by

GFI

FAXmaker,

this will not pose a significant overhead on your internet

link.

How it works

on the

client

side

All faxes sent by users from the

GFI FAXmaker

client will be sent to

the S

MTP format

number

@faxmaker.com

. The

GFI FAXmaker

client

will know the name of the fax server machine and submit the fax

directly to the

GFI FAXmaker

server. The user

cannot

send a fax from

his

email

client.

8GFI FAXmaker

-

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

How users send a fax

The user can send a fax in t

he following ways:

Screenshot

1-The

GFI FAXmaker

Fax Message form

1.

Create or open a document in any Windows application and print it

to the ’

GFI FAXma

ker

printer’. This will convert the document to fax

format and activate the

GFI FAXmaker

Fax Message form in which a

fax number and other options can be specified

2.

Send directly from the

GFI FAXmaker

Fax Message form from the

GFI FAXmaker

program group.

3.

Open

an

email

client, create a new message, enter the text to

send, add attachments if needed and address the fax to

number@faxmaker.com

, or if the user is on Exchange Server, select

the recipient from the Microsoft Outlook Contacts.

4.

From any Micros

oft Office application, Use the Send To command,

which can be found in the file menu. This will attach the document

created to a new mail message after which the fax can be sent as per

option 3.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

-

an overview



9

Screenshot

2-For each fax or sms, a transmission report is sent to the user

How users view received faxes

All received faxes are forwarded to the user via

email

. The

email

will

contain a fax report and the fax

file included with the

email

as an

attachment.

10GFI FAXmaker

-

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

3-Faxes are received in the inbox

F

axes can be attached in several formats, of which

the

GFI

FAXmaker

fax format or the adobe PDF format are the recommended

options. If using the

GFI FAXmaker

fax format, the fax viewer is used

to view the fax. If using PDF, the fax can be opened in any PDF

viewer.

Screenshot

4-Viewing a fax in the Adobe PDF reader

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



11

Installing

GFI FAXmaker

System

Requirements

Before you install

GFI FAXmaker

, please ensure that the followin

g

requirements

are met

.

GFI FAXmaker

FAX Server:



A Windows 2000,

2003

, 2008

(including R2)

s

erver

or Windows

XP Professional

machine with at least 256 MB

of RAM and a

1Ghz

processor.

NOTE:

For the Brooktrout SR140 FOIP

soluti

on the minim

um

specifications are 512 MB

of RAM and a 2.6Ghz processor

.A professional fax device: A Brooktrout TR 114, TR 1034 or

Trufax fax board, an EICON DIVA PRO/SERVER fax card or an

AVM active fax card. You can use class 2 or 2.0 fax modems

using ei

ther the Microsoft or the GFI fax modem drivers, although

we strongly recommend using one of the fax devices listed above.

For a complete list

of

supported devices

go to

http://kbase.gfi.co

m/showarticle.asp?id=KBID001220

.

NOTE:

For more information related to the installation of fax devices

refer to the Fax Device installation manual available from the GFI

website.



I

f you are installing

GFI FAXmaker

on a separate machine

other

than the ma

il server

, the IIS SMTP service

is required

. The IIS

SMTP service is included in every Windows distribution. To verify

the Installation of the SMTP Service:

From:

Control Panel

►

Add/Remove Programs

►

Add/Remove Windows

Components

►

Internet Information Se

rvices (IIS) component

►

Details

.

V

erify that the SMTP Service check box is selected. If

not selected, click to select it, click

OK

, and follow the installation

directions that are displayed.



If you are using Microsoft Exchange Server, and are not installi

ng

the fax server on the Exchange server machine, you must install

Microsoft Exchange Server MAPI Client and Collaboration Data

Objects 1.2.1 is required to be installed on the GFI FAXmaker

machine. Download the Microsoft Exchange Server MAPI Client

and Co

llaboration Data Objects 1.2.1 from:

http://www.microsoft.com/downloads/details.aspx?FamilyID=e17e

7f31

-

079a

-

43a9

-

bff2-0a110307611e&

DisplayLang=en



If you are using Microsoft Exchange Server 2007

/2010

, ensure

that

Hub Transport role and Microsoft Messaging API and

Collaboration Data Objects version 1.2.1 are installed.

12Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



If

using Windows 2000, ensure you have Service Pack 3 or later

installed.



If you will be using HTML cover pages, ensure that you have

Internet Explorer 6 installed.



Disable

anti-virus

software from scanning the

GFI FAXmaker

&

other relevant directories

both d

uring installation and GFI

FAXmaker operation

.

AV products are known to both interfere with

normal operation as well as slow down any software which

requires file access.

In fact Microsoft does not recommend

running file based anti virus software on the Ex

change Server.

For

more information:

http://kbase.gfi.com/showarticle.asp?id=KBID001523

.Make sure that backup software is not backing up any of the

GFI

FAXmaker

directories at any point.

GFI FAXmaker

client:



Windows

7/

Vista/

XP/2000/2003



If using Windows 2000, ensure you have Service Pack 3 or later

installed.

Installing the

GFI FAXmaker

server software

NOTE:

Before

installing

GFI FAXmaker

,

ensure

that you are logged

on as Administrator

a

nd that all the other Windows application are

closed

.

1. Run

GFI FAXmaker

set-up by double

-

clicking on the

installation

file.Click

2. Select the language in which you want

GFI FAXmaker

to

install

and

click

OK

. A welcome dialog

will appear.

C

lick

3. In the License agreement dialog box, review the license agreement

and click

Yes

to continue the installation.

4. Enter your name, company name and License key

. If you are

evaluating the prod

uct, leave the default ‘Evaluation’ key. Click

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



13

Screenshot

5-Selecting what components to install

5. Set

-

up will ask you wh

ich components you want to install. If you are

installing

GFI FAXmaker

on the Exchange 2000

/2003

/2007

/2010

:

server machine, you

will need to tick both the

GFI FAXmaker

Fax

server component and the Exchange

2000

/2003

SMTP connector

component. If you are installing it on a separate machine, or are not

using Exchange 2000

/2003

/2007

/2010

:

just install the

GFI FAXmaker

Fax server component. (Afterwards re

-

run set

-

up on the Exchange

server machine to

install just the Exchange connector)

Screenshot

6-Account name for services

14Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

6.Provide an

administrator account and password to install the

GFI

FAXmaker

services.

NOTE:

If you change your password after installing

GFI FAXmaker

,

you must update the password for the

GFI FAXmaker

services from

the Services Control Panel as well; otherwise the

GFI FAXmaker

services will

no

longer start

7

. Choose the destination location for the Fax server modules and

click

NOTE:

GFI FAXmaker

will need approximately 40 MB of free hard

disk space. In addition to this you must reserve approximately 200

-

300 MB for fax data storage during

operation. The actual disk space

used depends on the quantity of faxes being sent.

Screenshot

7-Restart the IIS SMTP service

8

. Set

-upwill need to restart the IIS/Exchange SMTP service. Click

-

up will now copy the files to the

GFI FAXmaker

destination

folder. After the files have been copied, set

-

up will confirm the

installation of the

GFI FAXmaker

and NetprintQueue2fax prin

ter

driver. Click

N

ext

to proceed.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

I

nstalling GFI FAXmaker



15

Screenshot

8-Confirm printer driver installation

10. Windows will confirm installation of uncer

tified drivers (Almost no

vendors certify them because it’s a very time intensive and

bureaucratic process). Click

Continue Anyway

to proceed.

After this, you have the option of running the

GFI FAXmaker

configuration wizard, which will guide you through th

e elementary

steps of setting up

GFI FAXmaker

. Click

Finish

to launch the

GFI

FAXmaker

Configuration Wizard.

16Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing the

GFI FAXmaker

server software on

64-bit

(x64)

computers

Installing

GFI FAXmaker

on x64 systems installs the

N

etPrintQueue2FAX printer driver for

64-bit

operating systems. In this

case, for

32-bit

clients to use the NetPrintQueue2Fax driver the

32-bit

version of the same drivers must be also stored on the

64-bit

machine. The

32-bit

clients will then be able to ret

rieve the

32-bit

drivers from the

64-bit

machine on their first use of the

NetPrintQueue2FAX printer driver

.

1. To install

GFI FAXmaker

on x64 systems, follow the installation

procedure specified in the ‘

Installing the GFI FAXmaker server

software

’ section

in this chapter

.

Screenshot

9-Installing printer drivers for 32 bit computers on a

64 bit server

2. When prompted select whether you want to install also the

32-bit

version of the GFI NetPrintQueue2FAX printer driver for faxing

through 32 bit machines.

3. Click

NOTE 1:

During

32-bit

driver installation,

GFI FAXmaker

wi

ll prompt

you to insert the Microsoft Windows Server 2003 CD (

32-bit

version).

This is required to install

32-bit

Windows Kernel Drivers

.

NOTE 2:

If Windows Server 2003 CD is not available, unselect the

‘Install 32

-

bit drivers for GFI NetPrintQueue2FAX’ o

ption.

GFI

FAXmaker

will automatically copy the GFI NetPrintQueue2FAX

32-bit

drivers in “

<product_folder>

\

NetPrintQueue2Fax_Drivers” for future

use.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



17

Running the

GFI FAXmaker

configuration wizard

Screenshot

10

-

The

GFI FAXmaker

configuration wizard

The

GFI FAXmaker

Configuration Wizard

assists you

through the

basic steps

of configuring

GFI FAXmaker

. Click

wizard.

Step 1: Sett

ing up the sending options

Screenshot

11

-

Setting up the sending options

18Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

When GFI FAXmaker is not installed on the same machine running

Microsoft Exchange 2000

/2003

/2007

/2010

, setup will prompt you to

configure the sending options.

If the mail server is configur

ed to forward faxes and SMSs to the

machine where GFI FAXmaker is installed, then select

My email

server will forward faxes and SMSs to this GFI FAXmaker

machine.

For this option, the mail server must be configured to relay

all mail addressed to

<number>@f

axmaker.com

and

<number>@smsmaker.com

to the machine where GFI FAXmaker is

installed.

If you want to set

-

up GFI FAXmaker to download faxes and SMSs

from a POP3 mailbox, then select

GFI FAXmaker will download

faxes and SMSs from a POP3 mailbox

. In this case

, you have to

enter the POP3 server name and the Account and password

accordingly.

Screenshot

12-The wizard will prompt you for a mail server name

After

you have configured the mail server, click

N

ext

. The wizard will

connect to the specified mail server to ensure the mailserver responds

at

theIPaddress provided

NOTE:

A

uthentication settings are only tested at the end.

For more information how

GFI FAXm

aker

integrates with each type of

mail server,

refer to

‘

How to deploy

GFI FAXmaker

for

Exchange/SMTP’

chapter.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



19

Step 2: Configuring the fax devices

Screenshot

13-Selecting the type of fax hardware to be used with

GFI FAXmaker

The configuration wizard will now prompt you

for

fax device (s) you

want

to use with

GFI FAXmaker

.

If you use Fax modems:

GFI FAXmaker

will

attempt

to detect mode

ms already installed on

your machine.

GFI FAXmaker

will first try to detect any Microsoft Fax

drivers that are installed.

Screenshot

14-Detecting modems present on your machine

20Insta

lling GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

If you use ISDN or Brooktrout cards

NOTE:

If you use ISDN or Brooktrout fax cards, ensure that you have

properly installed the cards first. You will have to configure the fax

lines manually. Click ‘Co

nfigure lines’ and configure the fax line(s).

Screenshot

15-Configuring lines if you are using Brooktrout or ISDN fax cards

Step 3: Specifying the fax ad

ministrator

and

users

After you have installed and configured the fax devices you have to

specify the fax users

.

NOTE:

This can be changed

but you

at this point you

must specify at

least one fax user.

GFI FAXmaker

is licensed based on the number of users

that receive

or

send faxes. The procedure is different depending on whether you

have Active Directory or not:

If you have Active Directory

If you use Active Directory on your network (i.e. you have one or more

Windows Server 2000 machines or higher),

GFI

FAXmaker

will

connect to Active Directory and allow you to specify

GFI FAXmaker

users

and user based rules

. This is done by

select

ing users from

Active Directory

.

GFI FAXmaker relies

on the email address specified for each user in

active directory. If you

use Microsoft Exchange 2000

/2003

/2007

/2010

,

or any Active Directory integrated mai

l server (including Windows

2003

POP services)

this email address is automatically filled in

correctly.

NOTE:

If you use Exchange 5.5 or a non active directory integrated

mail server,

you are required

to

provide

a correct email address for

each user that you want to ‘fax

-

enable’ in the Email field of

the user

properties. This can be done from Active Directory Users and

Computers.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



21

Screenshot

16-Selecting administrator

and users from Active Directory

The

GFI FAXmaker wizard

will

load

the standard ‘Select Users or

Groups’ dialog and allow you to specify a fax user.

Screenshot

17-Specifying users

After this, the

GFI FAXmaker

wizard will show the selected user. You

can proceed to specify additional fax users by clicking on the

Add

users

button. You can also specify users later on in the

GFI

FAXmaker

configuration.

If you do

n’t have Active Directory

If you don’t have a Windows

2000

Server or

higher

(

therefore

no

Active Directory

)

, you will have to configure the

GFI FAXmaker

users

by importing the users from a Windows machine, from a CSV list or

by creating them manually. The

latter can only be done from the

configuration after you have completed the

GFI FAXmaker

configuration wizard. To import the users from a Windows machine:

22Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

1.

GFI FAXmaker

will default to the domain controller machine and list

all available users. You can e

nter a different server name and click

‘list users’ if you want to import users from another machine

.

Screenshot

18-Importing

GFI FAXmaker

user

s from Windows NT or local user database

2. All retrieved users will be listed in

the ‘

Users on server list

’

. Select

which users

can use

GFI FAXmaker

and

click on the

Select

button.

3.

GFI FAXmaker

requires

a valid email address for each

GFI

FAXmaker

user

.

GFI FAXmaker

can automatically append your

domain name to each user that you import, using the ‘Append domain

name’ function at the bottom of the

GFI FAXmaker

user import dialog.

This function will append your domain to the windows logon name. If

your em

ail addresses do not follow this convention, you will have to

specify the correct email address in the User’s personal tab. To do

this, double

-

click on the user name, select the personal tab, and

specify the email address in the Email address edit box.

4.

Click

OK

to proceed with the import.

NOTE:

GFI FAXmaker

will automatically configure default settings for

each user.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



23

Step 4:

Test the mail server connection and start services

Screenshot

19-The

GFI FAXmaker

configuration wizard will start the

GFI FAXmaker

services

After you have configured the fax lines and the

GFI FAXmaker

users,

GFI FAXmaker

will start the

GFI FAXmaker

fax service and t

he

GFI

FAXmaker

MTA (Message

Transfer

Agent).

Click

.

Screenshot

20-Testing your mail server connection

-

a succes

sful test

The wizard will now test the mail server connection. It attempt

stos

end a mail via your mail server to the configured fax administrator.

You will need to check if the mail actually arrived in the fax

24Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

administrator mailbox.

The test’s success or

failure is displayed in the

dialog box.

Screenshot

21-Mail server test failed

If the test fails, the error condition will be displ

ayed in the dialog. The

screenshot shows an example error highlighted.

The most common

errors and their resolution are:



CDO

Error:

“

The transport failed to connect to the server

.

”

o

Solution:

SSL has to be used but the server is not configured

for use

with S

SL.

Disable SSL or configure SSL on the mail

server.

A

lso occurs if the IP address of the mail server has not

been

configured

correctly, the connection is being blocked by

a firewall or by the mail server. Check firewall settings and

if

incoming connection

s from the

GFI FAXmaker

server are

allowed.



CDO

Error:

“

The server rejected one or more recipient addresses.

The server response was: 550

5.7.1

Unable to relay for <email

address>

”

o

So

lution:

Mail server refused the domain of the recipients

address followi

ng a successful

GFI FAXmaker

server

connection.

Oc

curs because relaying is not allowed from the

GFI FAXmaker

server.

Configure the SMTP server to accept

relaying from the

GFI FAXmaker

machine's

IPorallow

relaying

for the internal

email domain

only

.



CDO

Error:

“

The server rejected the sender address. The server

response was: 530 5.7.3 Client was not authenticated.

”

o

Solution:

A

uthentication details

missing

.

Configure

authentication details from

the SMTP server configuration

dialog in

the

GFI FAXmaker

Confi

guration Wizard. You can

also configure the SMTP server to accept anonymous SMTP

connections

(if

the mail server

is

only available

to

the intranet

)

.

GFI FAXmaker User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

How users send a fax

How users view received faxes

Installing GFI FAXmaker

Step 2: Configuring the fax devices