GFI FAXmaker User Guide

Download

GFI FAXmaker

14.3

for Exchange

/Lotus

/SMTP

Manual

By GFI Software

Ltd

http://www.gfi.com

: 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



Contents

GFI FAXmaker

an overview

Introduction to GFI FAXmaker

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

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

How to deploy GFI FAXmaker for Exchange/SMTP 14

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

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

How G

FI FAXmaker works with Exchange

2000/2003/2007/2010

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

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

How GFI FAXmaker works with Exchange 5.5

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

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

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

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

How users send a fax

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

.....8How users view received faxes

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

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

Installing GFI FAXmaker

System Requirements

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

..11Installing the GFI FAXmaker server software

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

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

Installing the GFI FAXmaker server software on 64

bit (x64) computers

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

Running the GFI FAXmaker configuration wizard

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

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

Step 1: Setting up the sending options

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

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

Step 2: Configuring the fax devices

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

Step 3: Specifying the fax administrator and users

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

.........

Ste

p 4: Test the mail server connection and start services

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

Step 5: After running the GFI FAXmaker wizard

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

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

Installing the connector on a remote Exchange server machine

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

.26Upgrading from earlier GFI FAXmaker versions

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

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

Entering your License key after installation

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

Installin

g clients

Introduction to the GFI FAXmaker client software

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

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

Installing the client software

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

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

Specifying email address

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

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

Set-up Command line options

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

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

GFI FAXmaker client user manual

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

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

Installing the GFI FAXmaker client on Terminal server clients

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

....

Configuring Fax lines

Configuring a fax line

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

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

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

...........

Finding out the exact MSN numbers

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

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

Setting up fax lines for XCAPI

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

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

Setting up fax lines fo

r a Brooktrout fax card

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

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

Setting up fax lines for the Brooktrout SR140

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

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

Setting up fax lines for a fax modem

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

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

Line options

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

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

Users

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

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

Advanced options

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

.........

Configuring Fax routing

iiContents

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Introduction to fax routing

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

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

DID routing (ISDN)

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

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

General routing options

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

Specifying default routers

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

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

Creating printers to route to

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

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

Using Backup2Folder to route to folder

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

........

Configuring DID

/DTMF Routing (ISDN/Analog/Digital)

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

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

Configuring MSN routing

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

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

Configuring OCR routing

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

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

Routing to a public folder in Exchange

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

.........

For Exchange 2000/2003

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

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

For Exchange 5.5

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

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

Configuring Line routing

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

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

Configuring CSID routing

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

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

Configuring Fax server options

Document Conversion con

figuration

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

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

Configuring Licensed users

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

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

Configuring the Email2Fax gateway

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

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

POP3 connector

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

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

Sending and receiving options

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

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

Configuring Fax administrators

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

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

Dialing Options

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

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

Transmission reports

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

...89Header/Footer/Stamping options

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

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

Junk Fax filter

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

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

Call blocking

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

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

OCR

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

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

Miscellaneous options

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

..96Public contacts

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

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

General

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

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

Con

figuring fax archiving

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

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

102

Archiving to an email archiving solution

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

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

102

Archiving directly to a database

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

....

103

Configuring Cover pag

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

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

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

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



GFI FAXmaker

an overview

Introduction to

GFI FAXmaker

is a fax server that

enables

you to send and receive

faxes via your email infrastructure.

FI FAXmaker

for

Exchange/SMTP integrates with Microsoft Exchange Server

2000

/2003

/2007

/2010

/5.5, Lotus Notes and with most popul

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

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

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

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

dedicated

machine.

NOTE

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.

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

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

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



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

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.

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

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

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.

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

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

either case

GFI FAXmaker

retrieves

faxes via a dedicated POP3

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

GFI FAXmake

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



Figure

5-GFI F

AXmaker

installed on a separate machine

If Active Directory

is in use

, you must ensure that the

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

the client

side

All faxes sent by users from the

GFI FAXmaker

Fax Message form

are sent via the

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

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

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

client.

If Active Directory

is in use

ensure

that the

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

the client

side

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

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

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

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



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

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

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

Send directly from the

GFI FAXmaker

Fax Message form from the

GFI FAXmaker

program group.

Open

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.

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



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

. The

will

contain a fax report and the fax

file included with the

as an

attachment.

10GFI FAXmaker

an overview

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

3-Faxes are received in the inbox

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



Installing

GFI FAXmaker

System

Requirements

Before you install

GFI FAXmaker

, please ensure that the followin

requirements

are met

GFI FAXmaker

FAX Server:



A Windows 2000,

2003

, 2008

(including R2)

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

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

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.



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

erify that the SMTP Service check box is selected. If

not selected, click to select it, click

, and follow the installation

directions that are displayed.



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

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



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

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

nd that all the other Windows application are

closed

1. Run

GFI FAXmaker

set-up by double

clicking on the

installation

file.Click

to start installation.

2. Select the language in which you want

GFI FAXmaker

install

and

click

. A welcome dialog

will appear.

lick

to continue setup.

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



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

longer start

. 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

. Set

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

.9. Set

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

ext

to proceed.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

nstalling GFI FAXmaker



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

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

to continue.

NOTE 1:

During

32-bit

driver installation,

GFI FAXmaker

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



Running the

GFI FAXmaker

configuration wizard

Screenshot

The

GFI FAXmaker

configuration wizard

The

GFI FAXmaker

Configuration Wizard

assists you

through the

basic steps

of configuring

GFI FAXmaker

. Click

to start the

wizard.

Step 1: Sett

ing up the sending options

Screenshot

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

ext

. The wizard will

connect to the specified mail server to ensure the mailserver responds

theIPaddress provided

NOTE:

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



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

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

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



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

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

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.

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.

Click

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



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

GFI

FAXmaker

MTA (Message

Transfer

Agent).

Click

to continue

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

”

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.

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

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>

”

lution:

Mail server refused the domain of the recipients

address followi

ng a successful

GFI FAXmaker

server

connection.

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.

”

Solution:

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

only available

the intranet

)

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GF

I FAXmaker



CDO

Error:

“

The message could not be sent to the SMTP server.

The transport error code was 0x80040217. The

server response

was not available

”

Solution:

uthentication

details invalid.

Configure

authentication details from

the SMTP server configuration

dialog in the

GFI FAXmaker

Configuration Wizard.

If the mail server test was successful, y

ou can now check if t

he fax

server is up and running from the

GFI FAXmaker

monitor node in the

GFI FAXmaker

configuration. Start up the

GFI FAXmaker

configuration and check the fax server status.

Screenshot

22-GFI FAXmaker

FAX Server monitor with services running

NOTE

You can configure

GFI FAXmaker

in more detail using the

GFI FAXmaker

configuration program.

NOTE

If an administrator account or password

is not

provided the

service

will not start. Reconfigure the service user in the services

control panel (under administrative tools) and attempt to restart the

service.

Step 5: After running the

GFI FAXmaker

wizard

After you completed the

GFI FAXmaker

wizard and v

erified

that the

fax server is running:



If you have installed

GFI FAXmaker

on a Microsoft Exchange

2000

/2003

/2007

/2010

server ma

chine, go to the chapter ‘

Installing

the clients

’.If you have not installed it on the Exchange Server

2000

/2003

/2007

/2010

machi

ne, you must go to the paragraph

‘

Installing the connector on a remote Exchange server machine

’.

After this you can proceed to install the clients.



If you have an Exchange 5.5 server go to the chapter ‘

Configuring

Exchange Server 5.5 for faxing

’. After thi

s you can proceed to

install the clients.



If you have Lotus Notes go to the chapter ‘

Configuring

GFI

FAXmaker

for Lotus Notes

’. After this you can proceed to install

the clients.

26Installing GFI FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



If you have a SMTP/POP3 server go to the chapter ‘

Configuring

an SMTP/POP3 se

rver for faxing

’. After this you can proceed to

install the clients.

Installing the connector

on a remote Exchange server machine

f you

are running

Exchange Serve

ror2003

ut opted to install

and

run

GFI FAXmaker

another machine, then you must also launch

the

GFI FAXmaker

installation on

your

Exchange server machin

This is required to automatically

create a sink and

install an SMTP

connector through which fax requests w

ill be relayed to GFI

FAXmaker.

When GFI FAXmaker installation is launched on the Exchange server,

you will be prompted to specify

which

GFI FAXmaker

components to

install

. Select only

the option ‘Exchange 2000

/2003

SMTP connector.

Screenshot

23-Installing only the Exchange connector

NOTE:

ou can

also opt to

manua

lly create the connector

instead of

launching GFI

FAXmaker

setup on Exchange server

. For a detailed

description

how to do this,

refer

to ‘

The Exchange 2000

/2003

SMTP connector

’

chapter

Upg

rading

from earlier

GFI FAXmaker

versions

To upgrade a GFI FAXmaker installation to the latest version while

retaining all settings, launch the installation file and follow the

instructions in

Ins

talling the GFI FAXmaker server software

. The

setup will automatically uninstall the old installation and install the

latest version.

NOTE:

This is supported only for versions 12 or higher. For earlier

versions, it is recommended to uninstall and reconfig

ure GFI

FAXmaker.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing GFI FAXmaker



Entering your License key

after installation

If you have purchased

GFI

FAXmaker,

you can enter your License

key

in the

General

►

Licensing

node.

During evaluation all features within GFI FAXmaker are available. The

initial evaluation license provides a 10

day evaluation period. This can

be extended to 30 days by entering a 30

day evaluation license key.

This license key is emaile

d to the address specified when

downloading GFI

FAXmaker

from the GFI website. Upon expiry, a

license key must be purchased to be able to once again access GFI

FAXmaker features. GFI FAXmaker does not need to be uninstalled

and reinstalled when entering a

purchased license key.

NOTE:

You must license

GFI FAXmaker

for the number of users that

will send

and

receive faxes.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing clients



Installing clients

Introduction to the

GFI FAXmaker

client software

After installing the Fax server, you can alrea

dy send faxes by

addressing and

sending an email correctly.

f users

however are

required to

send faxes

by printing to the

GFI FAXmaker

printer driver

they must install the

GFI FAXmaker

client.

The

GFI FAXmaker

client software consists of a fax printer dr

iver, fax

viewer and the

optional

GFI FAXmaker

Fax message form. The

GFI

FAXmaker

Fax message form offers an easy way for users to specify

fax options.

During installation, you can choose whether the Outlook

New Message form should appear when the user pri

nts to the

GFI

FAXmaker

printer driver, or the

GFI FAXmaker

Fax message form.

The

GFI FAXmaker

Fax message form also retrieves the company

name of the recipient, so the cover page always has the company

name filled in. If using the Outlook new message form

, the company

name will only be filled in if the

GFI FAXmaker

fax server could

retrieve the company name of the recipient via a configured public

contact list.

The

GFI FAXmaker

Fax message form submits the fax via SMTP to

the

GFI FAXmaker

fax server, so it

should know the mail server name

as well as the email address of the user. No communication takes

place between client

and

the fax server (mail is delivered via your mail

server), so there are no scalability issues.

NOTE:

For more information on how to us

e the GFI FAXmaker client

software please refer to the FAXmaker client software user manual

available at:

http://www.gfi.com/fax/fax14usermanual.pdf

30Installing clients

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing the client software

NOTE:

GFI FAX

maker

Client software installation requires that you

are logged on with administrative privileges.

1.Launch the

installation file

on the client machine.

Screenshot

24-Choosing the language

Select the GFI FAXmaker language.

NOTE:

etup remain

in English

however

if you select a different

language the

GFI FAXmaker

Fax Message form will appear in the

selected language

after installation

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing clients



Screenshot

25-Which Message form

3.You will be prompted whether you w

ant

the Outlook New message

form or the

GFI FAXmaker

New Fax form

to appear

after

a user prints

to the

GFI FAXmaker

printer driver.

You can also choose both

in this

case the Outlook New Message form will appear when the user prints

to the

GFI FAXmaker

printer driver, however the

GFI FAXmaker

New

Message forms will be accessible from t

GFI FAXmaker

program

group. The user can then use this form in case he wants to set

particular options which are more difficult to do from the Outlook New

Message form.

Click on

to proceed with setup.

32Installing clients

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

26-Specifying mail server

4.If you selected

the

GFI FAXmaker

New Message form

or both, set

up will prompt you for the

type and

name of your

Mail Server

. If you

select Lotus Not

es or SMTP/POP3 Mail server, you will also have to

enter the name of

the

fax mailbox

. If

required

, tick the

‘

My mail server

requires authentication

’

tick box

to configure authentication options

Click on

to proceed with setup.

Screenshot

27-Optional authentication

Enable SSL if you

want to use SSL certificates

(does not require

authentication to be enabled).

If you

want to authenticate agai

nst the

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing clients



mail

server,

enable ‘Use SMTP Authentication’

Enable ‘

Logon using

Secure Password Authentication (SPA)’ to have the

GFI FAXmaker

Fax Message form use the current Windows account name and

password credentials.

Note that SPA requires that your mail

server

support

s SPA

If your mail server does not support

SPA

specify

account name and password

to use

NOTE 1:

Only configure authentication if your mail server requires it

and if you are familiar with the settings.

. Select

the installation

location and

click

. Set

-upcopies

the

files to the

GFI FAXmaker

destination folder.

7.Set-

up will

now

confirm the installation of the

GFI FAXmaker

printer

driver. Click ‘

Next’

to proceed.

Screenshot

28-Confirm printer driver installation

. Windows will confirm installation of uncertified drivers (Almost no

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

bureaucratic process).

Click

Continue Anyway

to proceed.

There will

be short delay during this installation.

GFI FAXmaker

client is now installed.

Specifying email address

The first time the user starts

the

GFI FAXmaker

Fax Message form,

the

GFI FAXmaker

client will retrieve the

address of the

currently logged on user from Active Directory.

It will use this

address to send transmission reports.

If another

user logs on to the machine, then

GFI FAXmaker

will query Active

Directory again:

he system is fully compatible

with a multi user

environment (e.g. on a Terminal Server.)

34Installing clients

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

29-Specifying the email address

If Active Directory is not present, o

GFI FAXmaker

fails to obtain the

address, the user

will be prompted

for his/her email address

Set

up Command line options

If you want to run the

GFI FAXmaker

client set

up in unattended

mode, you can specify the follo

wing options on the command line of

the MSI file.

MSI files can be run from the command line with the

following command: msiexec /i "<full path to client MSI file>"

‘SILENTPRINTERDRIVER=1’

: Installs the printer driver silently. Note

that an older driver is

installed, in order to bypass the windows

uncertified driver install dialog.

If using the parameter, make sure that

the policy to prevent Kernel mode printer drivers is not set.

‘USEOUTLOOKFORM=1’

Configures the Outlook New Message

form to pop up instead

of the

GFI FAXmaker

New Message Form,

after a user prints to the

GFI FAXmaker

printer driver.

‘LANGUAGE=<language

:<insert language>

’: Specifies the

language of the client to be installed.

If using an SMTP routing rule (

sink mode, i.e. with Exchange

2000/2003

/2007

/2010

/5.5 or another mail server

)

, you just have to

specify

the

mail

server machine name, u

ing

the following comman

line parameter:

MAILSERVER=<mail server IP or machine name>

If using an SMTP/POP3 server or an ISP hosted mail server, you

must specify the

GFI FAXmaker

fax server. In this case the faxes are

delivered directly to the

GFI FAXmaker

achine, not via the ma

server:

FAXSERVER=<fax server IP or machine name>

you are using the POP3 connector to collect the faxes (mailbox

mode,

i.e.

Lotus Notes or

an SMTP/POP3

mail server

, you have to

specify the mail server name and fax mailbox,

ing

the following

command

line parameters:

MAILSERVER=<mail server IP or machine name>

FAXMAILBOX=<email address of fax server mailbox>

NOTE:

The faxserver and mailserver command line options are

mutually exclusive. The fax mailbox command line option requires the

mailserver comm

and line.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Installing clients



MAILAUTHENTICATION=<0 or 1>

: if the mail

server requires

authentication set this value to 1 and specify the following

authentication parameters:



USESSL=

0 or 1

: Enables SSL.



USEAUTH=

0 or 1

: Enables SMTP authentication.



USESPA=

0 or 1

: Enables

Secure Password Authentication,

which uses the credentials of the currently logged on user to

authenticate against the mail server. Ensure that your mail server

supports this.

(Ignored if USEAUTH=0)



SMTPACCOUNT=<account string>

: This account name is used

for SMTP authentication. (Ignored if USEAUTH=0)



SMTPPASSWORD=<password string>

: The password required

for the account above. (Ignored if USEAUTH=0)

Examples

To run msi with command lines, use the following command in the

command prompt:

msiexec /i "<full p

ath to client MSI file>" MAILSERVER=

mailsrv

FAXMAILBOX=fax@myinternaldomain.com

LANGUAGE=<language:german>

GFI FAXmaker

client user manual

The

GFI FAXmaker

user manual can be downloaded separately and

distributed to

GFI FAXmaker

users via

. The

GFI F

AXmaker

client installation also includes the manual as a help file.

You can download the

GFI FAXmaker

user manual from the page:

http://www.gfi.com/faxmaker.

Installing the

GFI FAXmaker

client on Terminal s

erver clients

If you are using Terminal server, and you wish to deploy the

GFI

FAXmaker

client to all terminal server users, you can use the normal

GFI FAXmaker

SMTP or MAPI client

To install the

GFI FAXmaker

client on your terminal server:

Run the cli

ent install directly on the Ter

minal server machine itself.

NOTE:

Setup

must not be run from a

remote terminal session

window.

Launch the setup msi from explorer. Do not run the installation from

Control Panel > 'Add/Remove Programs' since the

GFI FAXma

ker

client installation is 'Terminal Services aware'. The 'Add/Remove

Programs' should only be used for installations that do not support

Terminal Services.

It will detect Terminal server and install the

GFI FAXmaker

client

accordingly.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configu

ring Fax lines



Configuring F

lines

Configuring a fax line

A fax line is a physical telephone line and is linked to a fax device (i.e.

a modem

or an ISDN/fax

card). Since many fax devices support

multiple lines, and you probabl

y want to set different options per fax

line, you have to set up each fax line individually, and associate a fax

device to each line.

Fax lines are configured from the lines/devices node in the

GFI

FAXmaker

configuration program. Right

click on the ‘Lines/

Devices’

node and select properties to bring up the Lines/Devices dialog. This

dialog shows all installed fax lines and to which device they are

associated.

Screenshot

30-The Line/Devices dialog

To add a fax line, click

Add

. The process of adding a fax line is

slightly different depending on whether the fax line is associated to an

ISDN card, a Brooktrout card

, XCAPI

or a fax modem.

Therefore the

process is described in separate paragraphs below. Line options and

38Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Advanced options are identical for each fax line, independent of what

fax device you are using and these are described at the end of this

chapter.

Setting up fax lines for

an ISDN card

Screenshot

31-Adding an ISDN channel

1. Select the first available fax line number.

2.Select your device type. I

f you have a 2, 4 or 8 channel ISDN card,

select ‘ISDN BRI CAPI 2.0 devices’. If you have a 30 channel card

select ‘ISDN PRI CAPI 2.0 devices’.

3. In the Physical fax port box, select the channel/port of the device

that you want to use for this fax line.

For example, if you are using an ISDN BRI card, you can se

lect two

channels for each card.

If you want to use channel 1, select

ISDN1B1

If you want to use channel 2, select

ISDN1B2

. (If you are using more

than one ISDN card, you can select ISDN2B1 and ISD

N2B2 for the

second card, and so on.) If you wish to copy the settings for a line you

have already configured, tick ‘Copy settings from’ and select the line

from the drop down list.

Click

to proceed with installation.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Screenshot

32-GFI FAXmaker

Lines/Devices Configuration

Adding ISDN1B1 to the

configuration.

4.Select the ISDN card that you are using in the ISDN type list box

5. In the MSN/DID numbers list box add the number(s) to be

answered by

GFI FAXmaker

. You can enter either a full number entry

(i.e. 82733099) or a prefix number. An example of a prefix number

would be entering ‘827330’. In this scenario

GFI FAXmaker

woul

answer all numbers in the range ‘82733000

8273099’. Alternatively

click the

Answer All

button which will cause

GFI FAXmaker

to answer

all incoming calls on the ISDN channel.

NOTE:

If you do

key in

any numbers,

GFI FAXmaker

will not answer

incoming calls

6. If you plan to do DID routing on this channel, go to the advanced

tab and tick the ‘Number of DID/MSN digits to capture’ checkbox. The

number of digits should be set to the size of the range of numbers you

will be capturing. (i.e. For range of 0

99 you

should capture two digits.

For a range of 0000

5000 would capture 4 digits).

7.Configure Line options and Advanced options from the Line options

and Advanced tabs.

More information on

these options can be found

further on in this manual. Click

to add

the line.

8. You should then add any additional lines you wish to use with

GFI

FAXmaker

to the Lines/Devices configuration. An Eicon Diva Server

BRI-2M (1 ISDN line) should have 2 channels added to the

Lines/Devices configuration (ISDN1B1, ISDNB2). An Eico

n Diva

40Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Server 4BRI (4 ISDN Lines) should have 8 channels in the

configuration (ISD1NB1

ISDN4B2).

NOTE:

After making any changes to the

GFI FAXmaker

Lines/Devices configuration make sure to restart the

GFI FAXmaker

FAX Server service for the changes to ta

ke effect. Then

heck the

Fax Server Monitor to make sure that the lines have been initialized.

Finding out the exact MSN numbers

A frequent error is that the MSN number on which

GFI FAXmaker

should answer is specified incorrectly. The exact MSN number tha

you should enter depends on the ISDN configuration. The best way to

determine the number that you need to enter is the following:

Go to the

GFI FAXmaker

monitor node in the

GFI FAXmaker

configuration.

Send a fax to

GFI

FAXmaker,

dialing the number

that you want

GFI

FAXmaker

to answer.

In the FAX Server Monitor, take note of how the number is being

displayed.

Enter this number in the Msn number list in the Device tab. After

you have entered the number and restarted the

GFI FAXmaker

fax

service/

application,

GFI FAXmaker

will now answer the call.

NOTE:

If you want

GFI FAXmaker

to answer a whole range of

numbers (for example, if you are using DID routing), just enter the

starting number of the range of numbers. For example: to instruct

GFI

FAXmaker

to answer all numbers 35922410 up to 35922419, enter

3592241.

Setting up fax lines for XCAPI

NOTE:

The ‘TE

SYSTEM XCAPI

’ ISDN is only available if the license

key provided in GFI FAXmaker has a valid software maintenance

agreem

ent or running the evaluation of GFI FAXmaker.

Screenshot

33-Select ISDN PRI/IP CAPI 2.0 devices

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



1. Select the first available fax

line number.

2. From the

Device type

list select ‘ISDN PRI/IP CAPI 2.0 devices’.

3. In the Physical

line/

port box, select the channel/port of the device

that you want to use for this fax line

4. Click

to proceed with installation.

Screenshot

34-Select TE

SYSTEMS XCAPI in ISDN type

. From the

Device

tab, select

“‘TE

SYSTEMS XCAPI

’”

6. Click

to finalize setup.

42Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Sett

ing up fax lines for a Brooktrout fax card

Screenshot

35-Adding a Brooktrout channel

1. Select the first availa

ble fax line number.

2.Select your device type. Select the Brooktrout entry with the

number of lines that your card has.

3. In the Physical line/port box, select the channel/port that you want

to use for this fax line. For example, if you are using a 2 l

ine card, you

can se

lect two channels for each card.

If you want to use channel 1,

select ‘Brooktrout channel 1 (BROOKTROUT1)’.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Screenshot

36-B

rooktrout device options

4.Select the Brooktrout card that you are using in the Card type list

box.

5. Select the correct ‘Line Capabilities’ option for your card. For ISDN

DID fax routing choose DID/ISDN. For Analogue DTMF routing

choose DTMF.

6. If you

plan to use fax routing to route faxes individual users based

on the DID number go to the Advanced tab and tick the ‘Number of

DTMF/DID digits to capture checkbox. The number of digits should be

set to the size of the range of numbers you will be capturing

. (i.e. For

a range of 0

99 you should capture two digits. For a range of 0000

5000 you would capture 4 digits). Click OK.

7.Configure ‘Line options’ and ‘Advanced options’ from the Line

options and Advanced tabs. A description of these options can be

fou

nd further on in this manual. Click

to add the line.

8. You should then add any additional lines you wish to use with

GFI

FAXmaker

to the Lines/Devices configuration.

NOTE:

After making any changes to the

GFI FAXmaker

Lines/Devices configuration make s

ure to restart the

GFI FAXmaker

FAX Server service for the changes to take effect. Then Check the

Fax Server Monitor to make sure that the lines have been initialized.

44Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Setting up fax lines for the Brooktrout SR140

Screenshot

37-Adding a Brooktrout channel

. From the

Available fax lines

list s

elect the first available fax line

number.

2.From the

Device type

list s

ele

ct the Brook

trout entry with the

number of channels you licensed from Cantata Technology

.3. In the

Physical line/port

list, select the channel that you want to

use

with

thi

s fax line. For example, i

f you want to use channel 1

select

Brooktrout channel 1

(BROOKTROUT1)

.4. Click

to display the device/line properties dialog box.

. Select

Brooktrout SR140

from the

Card type

list.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Screenshot

38-Brooktrout device options

. Select the correct

inecapabilities option for your card. For ISDN

DID fax routing choose DID/ISDN. For Analogue DTMF routing

choose DTMF.

. If you plan to use fax routing to route faxes

individual users

based on the DID

number

, click on the

Advanced

tab and

then select

the

Number of DTMF/DID digits to capture

check

box. The number

of digits should be set to the size of the range of numbers you will be

capturing. (i.e. For a range of 0

99 you should capture two digits. Fo

a range of 0000

5000 you would capture 4 digits).

8.C

onfigure ‘Line options’ and ‘Advanced options’ from the

Line

options

and

Advanced

tabs. A description of these options can be

found further on in this manual. Click

to add the line.

10.Repeat the

above steps to

add any additional lines you wish to

use with

GFI FAXmaker

NOTE:

After making any changes to the

GFI FAXmaker

Lines/Devices configuration make sure to restart the

GFI FAXmaker

FAX Server service for the changes to take effect. Then

heck t

Fax Server Monitor to make sure that the lines have been initialized.

46Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Setting up fax lines for a fax modem

Screenshot

39-Ad

ding a modem channel

1. Select the first available fax line number.

NOTE

If you have added new fax modems since installing

GFI

FAXmaker,

you can click ‘Detect’ in the Lines/Devices dialog to find

new modems.

GFI FAXmaker

will detect any modems connected

your PC and list them in the Lines dialog. Then tick the checkbox of

each modem that you wish to use.

NOTE

If you are using Windows 2000/2003,

GFI FAXmaker

will

also detect any modems connected to Microsoft Fax.

ou must

however

ensure that the Micr

osoft Fax service is started.

2.Select your device type.

NOTE:

Select either ‘GFI Fax modem driver’ or ‘Microsoft fax modem

driver’.

3. If you selected ‘GFI Fax modem

driver’

select the com port on

which the modem is connected in the Physical port box.

If you

selected ‘Microsoft fax modem driver’, select ‘Microsoft Fax Service’ in

the Physical port box.

NOTE:

If you chose to use a modem via the Microsoft Fax driver,

don’t select the same modem twice, i.e. once using the Microsoft fax

driver and another t

ime using the GFI modem driver.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Screenshot

40-The modem device tab

4. If you selected to use the Microsoft Windows fax drivers, there are

no optio

ns to configure: you have to configure all modem options from

Microsoft Fax. If you chose to use the GFI fax modem drivers, select

your modem type from the modem type list box. If your modem does

not appear in the list, select the generic class driver for

your modem.

5. Configure the Initialization string, Rings until answer, Tone dialing,

Wait for dial tone, Check for busy tone, Speaker mode and Speaker

volume options.

6. If you are familiar with modem configuration, you can click on

‘Advanced Modem Optio

ns’. This allows you to change the modem

settings of the driver. More information about the different settings can

be found in the Chapter ‘Advanced use’.

NOTE:

Only advanced users should change

modem settings.

7.Configure ‘Line options’ and ‘Advanced op

tions’ from the Line

options and Advanced tabs. A description of these options can be

found further on in this manual. Click

to add the line.

8. You should then add any additional lines you wish to use with

GFI

FAXmaker

to the Lines/Devices configuratio

NOTE:

After making any changes to the

GFI FAXmaker

Lines/Devices configuration make sure to restart the

GFI FAXmaker

FAX Server service for the changes to take effect. Then Check the

Fax Server Monitor to make sure that the lines have been initialized.

48Configuring

Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Line options

Screenshot

41-The line options tab

The line options tab allows you to specify various options, including

Maximu

m resolution, Maximum Speed and Local fax ID. (The local fax

ID is given to the receiving fax machine as part of the transmission

process. Usually a fax number is entered as the local fax id)

Other

options

include



Receive incoming faxes:

Tick this option

to receive faxes on this

fax line.



Send outgoing faxes:

Tick this option to send faxes on this fax

line.



Dial prefix:

If your lines are located behind a PBX, you can

specify a dial prefix.



Do not dial prefix if fax number is:

Allows you to configure whe

GFI FAXmaker

should add a prefix. You

cannot

add a prefix if the

fax number is less than or equal to a certain number of digits. This

can be useful if you are using different providers for local, national

or international faxes.



Fax header:

The fax heade

r is a text, for example a company

name that is stamped on top of each fax.



Number of retries:

Sets the number of times

GFI FAXmaker

will

try to re

send a fax.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Retry delay:

This option allows you to set a delay between retries

in sec

onds.

Users

Screenshot

42-The users tab

The users tab enables you to configure which users/groups of users

can send faxes through the fax line being configured or set up. Using

thi

s feature enables you to assign users/groups of users to subsets of

fax lines configured within GFI FAXmaker.

By default all users/groups of users can send faxes through lines

configured. To reserve lines specifically for users/groups of users:

1. Select t

Listed users/groups can send on this line

option and

click

Add

50Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

43-select GFI FAXmaker users/groups

2. Select all the u

sers/groups of users who can use this line and click

3. Select

Reserve line only for

listed users/groups

checkbox if you

want this line to be exclusively reserved for selected users/groups.

4. Click

to save changes or select another tab to continue

configuring this line.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Advanced options

Screenshot

44-The advanced line/device options

This tab allows you to confi

gure auto print, backup location

and

format

options and number of DID/MSN digits to capture.

52Configuring Fax lines

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

45-Auto print set

The auto print option

enabl

you to automatically print faxes received

on this line. Optionally

you can setup a different printer for different

fax sizes (A4, Letter or Legal). To select the printer(s) click on ‘Set

-upprinters’. If you want your faxes to be auto

fitted, select ‘N

earest Size,

otherwise select a specific paper size. If you have chosen ‘Nearest

Size’, you must set up a printer (this can be the same printer) for each

page format. If you have chosen one page size only, you must set up

a printer for that format.

NOTE:

rinting of outgoing faxes is configured in the Sending options

node.

Backing up faxes



Backup faxes

received on this line:

Creates a copy of all

incoming faxes in a directory of your choice.



Backup faxes sent on this line:

Creates a cop

y all outgoing

faxes in a directory of your choice.

DTMF/DID routing

options

Through the DTMF/DID routing

options

you

can

set-up routing

options specific to this fax line.

NOTE 1:

he main routing configuration is done from the r

outing

node.

NOTE

Some of these options are

grayed out depending on what

device you are using.

NOTE 3:

tandard fax modems have no routing capabilities.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax lines



Number of DTMF/DID digits to capture:

Length of DTMF

string/number that caller or PBX must generate

. For example, if you

are going to use from 1

9 only, enter 1; up to 99, use 2 digits; up to

999, use 3; and so on. Be aware that if you enter a certain amount of

digits, the sender must enter all the digits for the fax to be routed

correctly. For example,

if the digits are set to 3, and the DTMF

number is 6, the sender must enter 006 not just 6. Another option

would be to enter 6# (the # implies number complete).

Generate beep before capture:

pecifies that the fax device should

give a beep when it answers

the call as a signal to the user to enter

the DTMF number. It is recommended that this option is always

selected. The tone of the beep may be selected from the drop down

box. The tone can be a DTMF tone or a frequency from the selected

range.

Flash after

DTMF capture and before tone:

This option is used only

for Multitech modems. When this option is enabled, after successfully

detecting tone, the fax server goes 500ms on hook (flash) and then

start receiving the fax.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Configuring Fax routing

Introduction to fax routing

An important ability for Network fax packages is

the ability

determine the right recipient of an incoming fax.

GFI FAXmaker

supports several ways of achieving this

with each

method

having

its

advantages and disadvantag

es.

Generally

DID routing is

recommended

for larger installations,

while

MSN and Line routing

are

recommended

for smaller insta

llations.

DID routing (ISDN)

With DID routing your telecommunications provider allocates you a

range of virtual numbers, which w

ill allow individual

users/printers/public folders to have their own fax numbers, without

requiring a physical fax line for each. If you already have ISDN you

can choose to use available lines from your PBX. Upon answering the

fax call, the ISDN protocol w

ill pass the number on which the call is

being answered to

GFI FAXmaker

Ordering a new ISDN line

If you wish to use a new fax number range with

GFI FAXmaker

you

will need to contact your telecommunications provider to install an

ISDN service. You will ne

ed to let them know that you wish to use the

service for faxing, how many ISDN lines you want installed and how

large a range of numbers you wish to have assigned to service. The

telecommunications provider will then install a port (or a network

terminatio

n device depending on your region) at your location to

connect to the ISDN card in the

GFI FAXmaker

server.

NOTE:

One ISDN Basic Rate Interface (BRI) consists of 2 ISDN

channels. i.e. 4BRI will give eight lines for faxing. One ISDN Primary

Rate Interface (

PRI) will give 24/30 lines depending on your region.

Using available ISDN lines behind a PBX

If you want to use numbers from an existing number range for routing

faxes to individual users

please contact your telecommunications

provider for an

‘s-bus extens

ion’ and a port for the ISDN card to be

configured as an ‘s

bus device’.

The

PABX

will then need to be

reconfigured

to present the DID numbers from the specified fax

number range to the

‘s-bus device’. Your PABX may require either

spare digital ports or an

expansion card for this capability.

56Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

GFI FAXmaker

configured for DID behind a PABX

NOTE:

Check with your

telecommunications provider

to ensure that

your

PABX

compatible with an ISDN fax solution before purchasing

any ISDN hardware. Sample PABX configurations can be found on

the

Cantata Technology

website (Knowledge

ase Article #1457).

Requirements for DID routing (ISDN):



A separate ISDN Line or s

pare ISDN extension



An active ISDN CAPI 2.0 card such as an EICON Server BRI

(approx. cost $300

$500).

DID routing (analog/digital)

If ISDN is not available in your area, a DID trunk

from your

telecommunications provider can also be used.

These are either

analog or digital, depending on your provider. You will be allocated a

range of virtual numbers, which will allow individual

users/printers/public folders to have their own fax numbers, without

requiring a physical fax line for each.

Ordering a new DID tr

unk

You can choose to order a new DID trunk, which you will dedicate to

GFI

FAXmaker.

This requires that you buy a DID card from

Cantata

Technology

Using extra DID lines via your PBX

If you already have a DID trunk for your PBX, you can choose to use

avai

lable lines from your PBX. Effectively you will configure your PBX

to ‘forward’ the DID number on which the call was received to

GFI

FAXmaker

via a DTMF tone.

NOTE:

DTMF (Dual Tone Multi Frequency) tones are the tones you

hear when you press a number on y

our phone. DTMF uses two tones

to represent each key on the touch pad. When any key is pressed, the

tone of the column and the tone of the row are generated, hence dual

tone. As an example, pressing the '5' button generates the tones

770Hz and 1336Hz. Thes

e tones are then recognized by the

hardware and passed on to

GFI FAXmaker

Requirements for DID routing (analog/digital):



A DID line with X amount of numbers or spare extensions on your

PBX.



If using a separate DID trunk: A Br

ooktrout TR114 TR 1034 DID

card

.If using DID lines from your PBX: any Brooktrout TR 114 or

1034 card. Ensure that they support your PBX and that you have a

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



knowledgeable phone technician who is able to configure this for

you.

For

information contact

Cantata Technology

MSN

routing (ISDN only)

This m

ethod is similar to DID routing;

however

uses the available

MSN numbers instead of dedicated DID numbers (ISDN only). Each

ISDN line has 1 or more MSN numbers (usually 9) assigned to it. If

your ISDN line has 9 MSN numbers, yo

u can have 9 different routes

for a fax. The number of lines assigned to each ISDN line is different

for each telecommunications provider. Contact your

telecommunications provider for the exact number.

Requirements for DID routing (ISDN):



A separate ISDN L

ine with spare MSN numbers.



An active ISDN CAPI 2.0 card such as an EICON Server BRI

(approx. cost $300

$500).

OCR Routing

OCR (Optical Character Recognition) routing allows you to forward

incoming faxes depending on its text content. First the fax pages a

converted to text using OCR technology. Then the text is searched for

the user's first and last name and/or configurable text phrases. The

fax server will then forward the incoming fax to the respective user.

Requirements for OCR routing:



Separately dow

nloadable OCR module.



OCR license.

Line routing

Line routing allows you to assign a physical fax line to a user. For

example, if your office had 4 fax machines in each department prior to

purchase of

GFI

FAXmaker,

you could use those 4 fax lines with a 4

ort fax device to route the faxes to each department based on the

number on which it was received.

Requirements:

Two or more physical fax lines

Routing to a public folder or to an individual user

You can also choose to route to an individual’s mailbox or

a public

folder/shared mailbox. In this case, faxes are manually routed by a

single person or group of persons

CSID routing

CSID (Caller Sender Identification) routing relies on the FAX ID, which

each FAX machine/FAX card displays when sending a fax. Si

nce it

rarely changes, it can be used to identify the sender and thus the

corresponding recipient.

NOTE:

Use of this feature is no longer recommend

and is provided

for backward

compatibility

58Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

General routing options

Notwithstanding the

routing method

sed,

general routing options

must be set

-up.

Screenshot

46-Routing properties

specifying default fax router

Specifying default routers

1. Right

click

Routing node

►

Properties

2. To configure users that should receive all faxes,

click

the ‘Receive

all faxes’ tab. Click

Add

and specify the user/mailbox that should

receive all faxes.

3. To configure users that must route inbound faxes, click the ‘default

routers’ ta

b. Click

Add

and specify the user/mailbox that should

receive all faxes.

NOTE 1:

he difference between a user that is a default router and a

user that is configured to receive all faxes is that the default router will

ONLY receive faxes that have not been

routed. For example, if you

use DID routing, but receive a fax on a DID number that is not set

-upin

GFI

FAXmaker,

then the default router will receive the fax. This

would be the case for a general fax line. Users specified in the

‘Receive all faxes’ tab

will receive ALL faxes, whether they have been

routed or not.

NOTE 2:

Use the

“

Receive all faxes

”

feature to create an exchange

store/public mailbox of all inbound faxes.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

onfiguring Fax routing



Creating printers

to route to

Screenshot

47-Creating a printer to be used in routes

You can also specify that a fax received on a particular line or route is

printed on a particular print

er. If you wish to do this, you must define

the printers that you wish to use in inbound routes centrally. This

allows you to change the printer without having to reconfigure all the

routes. To define printers which you wish to use in routes:

1. In the

GFI

FAXmaker

configuration,

right

click

dvanced

►

rinters

node and select

New

Key in

a name for the printer.

60Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

48-Configuring printers

2.Double

click on the printer in the right

hand pane.

n the

general

properties dialog configure what printer or printer cassette to use

based on the size of the fax received. For example, you can specify to

print legal size faxes on a printer set up to print legal pages. You can

also force that all faxes, ind

ependent of their size be printed on a

particular paper size.



To print all faxes on the same printer with the same settings,

select

A4 only, Letter only or legal only

. Then specify the printer

and its settings in the corresponding printer settings, by clic

king on

the button, located besides the selected paper size.



To print all faxes on different printers or with different printer

settings depending on the paper size, select ‘

Nearest size’

and

configure the printer settings for all 3 paper formats.

After y

ou have created the printer, you will be able to select it when

creating an inbound fax route.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Using Backup2Folder to route to folder

You can specify that a fax received on a particular line or route is

backed up in a particular folder. If you wish to do t

his you have to

enable the Backup2Folder feature on a per

route basis by opening the

route's properties and selecting the Backup2Folder tab. For each

route you can specify the folder in which to backup the received fax

into, and the preferred file format f

or the attachment.

Screenshot

49-Setting up the Backup2Folder feature

Using this feature, each fax received will have a time

stamped file

name which is used f

or all backed

up files related to the particular

received fax. For example, if a fax is received and it satisfies two

routing rules which have different Backup2Folder destinations, the

same time

stamped file name is used in both folders. If a fax is

receiv

ed and it satisfies two routing rules which have the same

Backup2Folder destination, there will be no file duplicates of the same

fax in that particular folder.

NOTE:

This feature requires that the target folder can handle 'long file

names'. Hard

disk part

ition formats that handle long file names

include NTFS and

FAT32.

62Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring DID/DTMF Routing (ISDN/Analog/Digital)

For

DID/DTMF routing,

following the installation of

a suitable fax

device, you will need to:

In the

GFI FAXmaker

configuration go to th

e Lines/Devices node.

Double

click on each installed fax line, go to the advanced tab and

enable the option to ‘Number of DID/MSN digits to capture’. The

number of digits should be set to the size of the range of numbers you

will be capturing. (I.e. For a

range of 0

99 you should capture two

digits. For a range of 0000

5000 you would capture 4 digits).

Associate the DID numbers with the users. This is called a DID

route.

NOTE

Do not enable DTMF/DID routing unless you have a

DTMF/DID capable fax device

, otherwise the fax server will generate

an error while receiving.

NOTE

If you are using DTMF routing behind a PBX in combination

with a Brooktrout card, ensure that you have setup the Brooktrout

card correctly. Please visit the

Cantata Technology

websi

te for more

information how to configure your card correctly for a particular PBX.

Adding DID/DTMF routes

Right

click

on the

Routing

►

DTMF/DID

node, and select

'New

DTMF/DID route'

Screenshot

50-Creating a new DID route

Provide the

users’ routing number (or virtual fax number). For

example, if you have a 4 digit DID, you enter the 4 last numbers in this

dialog and click OK. The DID nu

mber will appear in the right pane of

the

GFI FAXmaker

configuration. You can also enter a range of DID

numbers.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Screenshot

51-Specifying to which user the fax must be routed

Optionally you can specify 'Force number to have this amount of digits

this will cause a range of, for example, 1

100 to be noted as 0001

0100 (if you specify 4)

NOTE:

You can also impor

t a list of users and DTMF numbers using

the import function

3.Double

click on the DID number in the right pane. This will bring up

the DID route properties. In the users tab, select to which user(s) the

fax must be routed if the fax is received on this D

ID extension

number.

64Confi

guring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

52-Selecting a printer to auto print a fax on

4. You can also specify that any fa

xes received on this route should

be printed on a particular printer. To do this, select the printers tab,

enable ‘Automatically print faxes routed through this rule’ and select

the printer in the printer list box.

NOTE:

You must configure any printers yo

u wish to use in an

inbound route in the printer

’

s node. If you do not have any printers

configured, this tab will appear grayed out. For information on how to

configure printers, see the previous paragraph ‘general routing

options’.

Importing/Exporting a

range of DID routes

If you have a large number of users, it might be easier to prepare a

list of DID numbers and associate user names in another application

like Excel.

To import or export a range of DID numbers:

1. In the

GFI FAXmaker

configuration,

right-

click

on the

Routing

►

DTMF/DID

node.

2. From the menu, select either import or export DTMF/DID range. A

file dialog will appear asking you to specify a text file with the data to

be imported. The data must be in the following CSV format:

"did/dtmf numbe

r", "user1", "user2", "user3", …

E.g.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



"1234", "John J, Doe", "Bill Smith", "Roger Brown", "Joe Bloggs"

Specify the user name as either the Active Directory display name, or

the SMTP email address.

NOTE:

The configuration will link the user name specified t

o either the

user's display name or any of the user's SMTP email addresses. All

the user accounts to be imported must be in the Licensed Users list.

On Export, the configuration will use the user's display name for the

user fields.

Configuring MSN routing

Before you can add MSN routes, you have to enter the MSN numbers

in the ISDN card Device tab. To do this:

1. Right

click

vices

Lines Configuration node

► P

roperties

. A

dialog with the available lines will appear.

2. Select the lines associated with the

ISDN card and double

click to

bring up the Device properties dialog. In the Device tab, enter the

MSN numbers that you want to be answered.

Screenshot

53-Add MSN numbers to the device first

You have to enter all the MSN numbers, otherwise the ISDN card will

not pick up any incoming phone calls. If you use the ISDN line only for

the fax server, you can enter all the MSN numbers availa

ble on the

ISDN line, so as to create the maximum possible MSN routes.

66Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Adding MSN routes

Right

click

Routing

►

MSN

node, and select 'New MSN route'

Screenshot

54-Creating a new MSN route

2.Select from the list of available MSN numbers and click

. The

MSN number will appear in the right pane of the

GFI FAXmaker

configuration.

3.Double

click on the MSN number in the right pane. This will

bring

up the MSN route properties. In the users tab, select to which user(s)

the fax must be routed if the fax is received on this MSN number.

4. Optionally configure a printer on which the fax must be auto printed

if received on this route. To do this, s

elect the appropriate printer in

the printer

’

s tab. (Note that you must have configured the printer first

in the printer

’

s node)

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Configuring OCR routing

If you have installed the optional OCR module, have a valid OCR

license and wish to routing incoming fa

xes based on the text content

of the received fax image, you will need to do the following:

1. In the

GFI FAXmaker

Configuration,

right

click

on the

Advanced

►

OCR

node, and select 'Properties' to set up the OCR engine options.

This allows you to set up if you want to have the OCR text in the fax

report, the maximum number of pages to convert and to set up

language, spelling and correction options.

Screenshot

55-OCR Engine Configuration

Specifying fax report and language options

Right

click

Routing

►

OCR

node, and select 'Properties' to s

et up

the OCR routing text matching engine options.

68Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

56-General OCR Configuration

Specifying matching rati

o and intelligent routing

option

tching ratio:

The matching ratio is the confidence that

GFI

FAXmaker

needs to have before matching the keyword or name to a

recipient. The recommended matching ratio is between 60 and 80%, it

should not be 100%.

The matching ratio is dependent on the qual

ity of the fax. If the fax is

of bad quality, OCR will not recognize all the letters on the fax. In this

case a lower matching ration is required; otherwise the fax will not be

routed. On the other hand, a low ratio may lead to faxes being

forwarded to use

rs who should not receive the fax. If the matching

ratio is too low, some words, which are similar to the phrases, will be

considered as being the phrases, e.g., with 60% ratio Jones and

Jonen will be considered to be the same.

Intelligently route faxes ba

sed on user's first and last names:

This option allows you to automatically route a fax if it finds a users

name in the fax. You don't have to configure the user

’

s names, since

GFI FAXmaker

will retrieve the user names from Active Directory or

the Exchange

5.5

directory automatically. Use this option if you have

many users and don't want to configure custom search phrases for

each user.

Adding an OCR route

1. Right

click

Routing

►

OCR

node, and select 'New...'

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring F

ax routing



Screenshot

57-New search phrase

Creating a new OCR search phrase

Key in the

phrase that you wish the OCR routing engin

e to look for

and click

. The OCR search phrase will appear in the right pane of

the

GFI FAXmaker

Configuration.

3. The search phrase options should come up automatically but if this

is not the case double

click on the newly created search phrase. In

the

users tab, select to which user(s) the fax must be routed if the

search phrase has been successfully matched.

4. Optionally configure a printer on which the fax must be auto printed

if received in this route. To do this, select the

appropriate

printer in

the

printers tab.

OTE:

First configure

the printer in the

Advanced

►

Printers

node

70Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Routing to a public folder

in Exchange

To make the incoming faxes arrive in a public folder follow the

following steps, depending whether you have Ex

change 2000

/2003

Exchange 5.5

For Exchange 2000

/2003

Create the public folder in Exchange System man

ager.

Screenshot

58-Setting of Public Folder Permissions

2. Set the necessary permissions to the public folder created, by right

clicking on the

Public Folder

►

Properties

►

Permissions

►

Client Permissions

NOTE:

It i

s important that the Anonymous and Default permissions be

set to at least Contributor. This allow

GFI FAXmaker

to deliver faxes

to the Public Folder. You should als

o set required permissions to each

User / Group that will require access to this folder.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Screenshot

59-Email address

assigned to the public folder.

3. Right

click on the public folder, and select

All tasks

►

Mail

Enable

. An email address will now be assigned to the public folder.

Right

click on the

blic folder

►

roperties

The new email

address will be listed in the tab ‘email addresses’. You can change the

address if

required

72Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

60-Getting Public Folder visible in Address Lists.

From the Exchange Advanced tab un

check the ‘Hidden from

Exchange address lis

ts’ check box and click

.5.Create an Exchange mail enabled user using Active Directory

Users

and

Computers.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



Screenshot

61-Set AD user to have mails delivered to the Public Folder.

6. Once the user is created, right

click on the User name and select

Properties

►

Exchange General

tab, click on ‘Delivery Option’s and

in the Forwarding address frame

, select the public folder using the

Modify button.

7. In

GFI FAXmaker

configuration

►

Licensed Users/Groups

, add

the newly created user as a

GFI FAXmaker

user

8. In

GFI FAXmaker

configuration

►

Routing

►

Properties

node

set the required routing so that

faxes will be received by the newly

created user.

For Exchange 5.5

1. Create the Public Folder to which Faxes should be forwarded from

Microsoft Outlook.

74Configuring Fax r

outing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

62-Open up the public folder properties

2. From the Exchange Administrator open the properties of the public

folder you just created.

Screenshot

63-Folder properties

3. Select the Advanced tab and make sure that ‘Hide from address

book’ check box is cleared.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



4. Now create a new mailbox from

Exchange Administrator File

►

New Mailbox…

5. In

the Mailbox properties select ‘Delivery Options’ tab.

Screenshot

64-User delivery options

6. Specify an Alternate Recipient by setting the R

adio button as

shown below and click on the

Modify…

button.

76Configuring Fax routing

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

65-Mailbox Fax user

7. In the dialog that opens select the Public Folder

item created in

Step

1 from the Global Address list a

nd click

8. Save changes for the newly created mailbox.

9. Now configure the newly created email address as a

GFI

FAXmaker

use

r. Right

click on the licensed user node and select New

Licensed user/gro

up.

Key in

the email address or mailbox name and

select

to add the public folder/email address to the list of

GFI

FAXmaker

users. You can now select this user for any of the routing

methods available. The faxes will be routed to the public folder.

Confi

guring Line routing

Line routing allows you to route faxes based on which fax line they

were received on.

Adding a line route

To add a line route:

Right

click

on the

Routing

►

Line

node, and select 'New Line

route'

Screenshot

66-Creating a new Line route

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax routing



2. You can now select from the lists of available PHYSICAL fax lines.

Select a line and click

. The new line route will appear in the

right

pane of the

GFI FAXmaker

configuration.

3.Double

click on th

e line route in the right pane, c

lick on the users

tab

and

select to which user(s) the fax must be routed if the fax is

received on this physical line.

4. Optionally configure a printer on

which the fax must be auto printed

if received on this route

select

ing

the appropriate printer in the

printers tab.

NOTE:

First configure the printer in the

Advanced

►

Printers

node

Configuring CSID routing

You can set up CSID routing by adding CSID’s

(FAX IDs) and

associating one or more users to that CSID.

GFI FAXmaker

will then

route incoming faxes with that particular CSID to that user. Add FAX

IDs to the user's CSID list by clicking

Add

and entering the fax

numbers

Adding CSID routes

Right

clickon the

Routing

►

CSID

node, and select 'New CSID

route'

Screenshot

67-Creating a new CSID route

Key in

a CSID number and click

. The CSID number/phr

ase will

appear in the right pane of the

GFI FAXmaker

configuration.

3.Double

click on the CSID number/phrase in the right pane. In the

users tab, select to which user(s) the fax must be routed if the fax has

that CSID number.

4. Optionally configure a p

rinter on which the fax must be auto printed

if received on this route. To do this, select the appropriate printer in

the printers tab.

NOTE:

First configure the printer in the

Advanced

►

Printers

node

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax se

rver options



Configuring Fax server options

Document Conversion

configuration

GFI FAXmaker

can automatically convert Microsoft Office, rtf, txt, gif,

jpg, HTML and PDF attachments at server level.

GFI FAXmaker

includes a bu

ilt in conversion engine for PDF, HTML, PNG, GIF, JPG,

RTF, TXT documents.

NOTE 1:

To convert Microsoft Office attachments you need to have

Microsoft 97 or higher instal

led on the FAX Server computer

NOTE 2:

It is not recommended to install Microsoft Out

look on the

same computer where

Microsoft

Exchange Server 2000

or 2003

installed. Installing Microsoft Outlook on

Microsoft

Exchange

Server

2007

/2010

is allowed.

Screenshot

68-Document conversion options

To configure document conversion, right

click on the

Advanced

►

Document conversion

node and select properties. You can

configure the following options:

80Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



Ignore extensions:

Enter the extensions that you want to ignore

e.g., p7s, vcf, etc.

GFI FAXmaker

will not ignore the standard

GFI

FAXmaker

extensions: fax, txt, rtf

and fmk.



'Print to' shortcut set

up:

You can also configure a custom

document format. To do this you must install the application that

can print the document and also set up a 'print to' shortcut for that

format. Test that you can print the document via wi

ndows explorer.

Then enter the extension of the format (e.g. 'doc' for Word) and

the Application Command that is able to print the format. In most

cases this is 'Print'. Then click

Add

Troubleshooting Microsoft Office document conversion

Ensure that M

icrosoft Office was installed using the same account

that is being used for the

GFI FAXmaker

fax server services. If this is

not the case, re

install Microsoft Office using the account used for

GFI

FAXmaker.

2. Ensure that

you have made a full installatio

n of Microsoft Office.

3. Ensure that

that the account used for installing

GFI FAXmaker

and

Microsoft Office has administrator rights.

After installing Microsoft Office, run Word and/or Excel to get rid of

any messages displayed the first time the progr

ams are run.

5. Ensure

that the

GFI FAXmaker

printer driver is set as the default

printer for the machine.

6.Re-

start the fax server machine to ensure that changes will take

effect.

Configuring Licensed users

GFI FAXmaker

is licensed based on the number

of users that receive

OR send faxes. You must specify all users that send or receive faxes

in the licensed users/groups node.

To add licensed users:

1. R

ight-click

Licensed Users node

►

New Licensed User or

Group

2. S

elect Users or Groups from Active Di

rectory. You can select

individual windows users or groups of users.

NOTE:

We recommend creating a ‘

GFI FAXmaker

users’ group in

Active directory so that you can manage all

GFI FAXmaker

users

directly in Active Directory.

Importing

GFI FAXmaker

users from

a text file:

If you have a list of users with their correct email addresses or if your

server is not running Windows, you can import users from a CSV

(Comma Separated Values) file.

1. Right

click

Licensed users

►

Import users from file

2. Select the text file with the user information. Make sure that the text

is formatted as follows

"first name", "last name", "company", "department", "fax number",

"voice number", "

address", "display name", "internet

address"

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax server options



Example:

Joe

","

Bloggs

","

ABC Ltd

","

Sales

","+

1 555 12345678

","+

1 555

87654321

","

JoeBloggs@ABC.com

","Joe Bloggs

Field information



irst name: can be empty



ast name: can be empty



ompany: can be empty



epartment: can be empty



ax number: can be e

mpty



oice number: can be empty



address: required

must be unique.



isplay name: required; cannot be empty



Internet

address:

can be empty

NOTE:

After importing

GFI FAXmaker

users, you must restart the

GFI FAXmaker

Message Transfer Agent serv

ice

Configuring the Email2Fax gateway

The Email2Fax gateway is configured during installation. If you want

to change the settings after installation;

1. In the

GFI FAXmaker

configuration, right

click

Ema

il2Fax

Gatewa

y►Properties

Screenshot

69-Email2Fax

Gateway setup

82Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

2. Specify your mail server name and the SMTP port.

3. If your mail server requires authenti

cation, specify authentication

details

POP3 connector

Screenshot

70-The POP3 connector

If you have Lotus Notes/Domino

or a

n SMTP/POP3 server, then there

will also be a POP3 connector tab in the

Email2Fax

gateway

properties dialog. This allows you to collect faxes via a dedicated

POP3 mailbox. For more information see the first chapter. To

configure the POP3 connector:

Tick

‘Enable POP3 connector’ to enable collection of faxes and

SMS via POP3.

Specify the mail server name and port.

Specify the POP3 mailbox account name and password. You can

also specify the

Specify the full email address of the fax m

ailbox. This address will

be used as the ‘reply to’ address.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax se

rver options



Sending

and

receiving options

To configure fax sending

and

receiving options, right

click

Receiving

options node

►

roperties

. You can configure the following options:

Screenshot

71-Sending options



Enhance fax image when sending normal resolution faxes:

enabling th

is option, the quality of low

resolution faxes is

improved.



Send fax report attachments in the following format

: You can

choose that the fax files included in sent fax reports are sent in a

different format then the standard fax format. You can select TIF,

PDF, GIF, JPG or PNG format.



Auto print outgoing faxes if successful:

This option

automatically prints all outgoing faxes that are sent successfully.

The fax will be printed exactly as it was sent.



Auto print if failed:

This option automatically prints a

ll outgoing

faxes that fail. The fax will be printed exactly as it was sent.



Auto print fax report if successful:

If this option is activated,

GFI FAXmaker

will print a transmission report and a miniature of

the fax after successfully sending a fax.

GFI F

AXmaker

will

include 6 fax pages on one printer page (except for the first page

as this includes a transmission report and 5 fax pages).

84Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



Auto print report if failed:

If you select this option,

GFI

FAXmaker

will print a transmission report and a miniature

of the

fax after an outgoing fax has failed.

NOTE:

When you check one of these Auto print check boxes, the

auto print set

up dialog will automatically pop up:



Auto

fit

If you want your faxes to be auto

fitted, select Nearest

Size. If you are sure you ar

e only going to receive one fax

format/size, you can select that format: A4 only, Letter only or

Legal only. If you have chosen Nearest Size, you must set up a

printer (this can be the same printer) for each format. If you have

chosen one format only, you

must set up a printer for that format.

Screenshot

72-Auto print set

up dialog

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax server options



Receiving options

Screenshot

73-Receiving options



Cut long faxes to standard page size:

If a page is longer than

1.5 times the selected page size, the page is cut to the selected

size, using an intelligent page

cutti

ng algorithm.



Paper size threshold:

Select the paper size you wish to receive

faxes in. If an incoming fax is more than 1.5 times the paper size,

it will automatically be cut to the size you select here.



Route incoming faxes in the following attachment for

mat:

Here you can select the format in which received fax files should

be stored/forwarded. You can select the default *.fax format, the

*.tif format, the *.jpg, *.png, *.gif format or the *.pdf format. This

way faxes will be associated with a default tif

or PDF viewer and

there will be no need to install the

GFI FAXmaker

viewer on the

user’s machine. (Note that the user will not be able to annotate the

fax)

86Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax administrators

A Fax administrator is the person who moni

tors and manages the fax

server. If certain critical conditions occur, the fax administrator will be

notified by email. In the Fax administrator node you can specify one or

more fax administrators. To specify a fax administrator:

1. In the

GFI FAXmaker

con

figuration click on

Advanced

►

Fax

Administrators node

, right

click and select 'New administrator".

2.Select one or more users who will be fax administrators. Click

These users will now be notified of critical conditions in the fax server.

Dialing Op

tions

The dialing options allow you to configure ‘dialing intelligence’. This

way, you can set up

GFI FAXmaker

to accommodate multiple local

area codes and other special dialing procedures. It processes the fax

number in a structure

d manner and dials out in the correct format for

the phone system.

To configure the dialing logic, right

click on the

Advanced

►

ialing

node in the

GFI FAXmaker

configuration and select

roperties

The dialing logic is split into 2 parts: International dialing (country

code), and National Dialing for local area codes and exchange

settings.

Screenshot

74-Dialing options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax se

rver options



First, you must enter your country code and area code. The country

code must be entered without the dial prefix. The dial prefixes are the

numbers that are placed in

front of the country code when dialing an

international number. This may vary per country, but the most

common are 00 and 011.

It is important to remember that the dial prefix of a country is the

number the user in that country must dial to make an inter

national call

(sometimes defined as a + in front of the country code). The country

code is the number that the user in another country must dial in order

to call the country with that country code. For example, in the United

Kingdom the dial prefix is 00;

thus, to dial the United States (which

has 1 as its country code), the user must dial 001 and then the

number. In the United States, the dial prefix is 011, thus to dial the

United Kingdom (country code 44) the user must dial 01144 and then

the number.

Int

ernational dialing

In this section you must enter the settings for international dialing.

When the fax server detects a + in front of the number, this section is

used to modify the first part of the number. The user may select the

option to remove the coun

try code if it matches the one in the ‘Where

am I?’ section.

If this option is not selected, the country code will remain as is. If the

option is selected, it enables 2 other options. One is the option to

attach a prefix if the country code matches and is

removed. The other

is the option to replace the + with the international dial prefix when

selected.

This logic will allow you to use the following number notation in your

fax number entry:

+44-(020)

2282666

GFI FAXmaker

will then determine in which count

ry you are and if you

are in the same country,

GFI FAXmaker

will strip off the 44 and

optionally put a prefix in front of the number, for example 0.

If you are not in the same country,

GFI FAXmaker

can replace the +

with the international dialing prefix, f

or example 00 or 011.

National dialing

This option is especially important if you are based in North America.

Using this option you can enter your area code and ask

GFI

FAXmaker

to remove it if you are faxing to a number with the same

area code. In additio

n, you can add a prefix to the number. If the

number is not your local area code, you can set up

GFI FAXmaker

automatically add 1 as prefix.

NOTE:

The area code in the fax number must be included in round

parentheses. If this is not done, the fax serve

r cannot determine which

part of the number is the area code.

88Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

75-The dialing exceptions dialog

Exceptions

Because some dialin

g procedures can be very complex (Especially

those in the US), you can set up a number of exceptions, which can

for example handle multiple local area codes.

The Exceptions dialog allows you to specify the different area codes

and exchanges for each numbe

r. It allows you to remove the area

code and add a prefix if needed. Since one area code may have

hundreds of exchanges, to avoid entering a lot of numbers with the

same area codes and different exchanges, you may enter a wild card

(*) in the exchange sect

ion, which will handle all the related exchange

numbers. Thus if you enter area code 342 and exchange *, it will

process all the numbers starting with area code 342 (342 456, 342

123, 342 789…).

To add an exception

: Click on the

Exceptions

button, and

keyinthe

area code affected into the Area Code field.

If the settings pertain to a particular exchange within the area code

(i.e., the three digits of the phone number following the area code),

enter them into the Exchange field.

NOTE:

You can use commas to

add a delay between numbers if your

system requires it. Each comma represents approximately a two

second delay.

If the telephone number requires a prefix for distance dialing, for

example a 1, then check the box “Dial a prefix before the area code”

and en

ter the 1.

If you do not need to dial the area code for this number then check

the box “Do not dial the area code”.

Click on the

Add

to add it to the list of telephone entries.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax server options



To remove an exception

: Select the telephone entry to be removed

and

click on

emove

Notes for Users / inputting the fax number

The dialing options will only work if the user

keys in

the fax numbers

correctly.

If this is not the case

GFI FAXmaker

will not be able to

process the fax number.

The fax number should be inputted in the

following format:

+<country code> (<area code>) <fax number>

E.g.,

+44 (171) 226 4788

+1 (716) 265 1016

+356 382 419

Transmission reports

GFI FAXmaker

will send a transmission report to the user after a fax

has been sent. This

transmission report will show whether the fax was

sent successfully or not.

Access

transmission report options from the

Advanced

►

Transmission reports

node. Right

click

eports node

►

roperties

The following options are available:

Screenshot

76-Tr

ansmission report options

90Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



Report successful outgoing FAX transmissions:

Tick this

option if you want

GFI FAXmaker

to send a transmission report if

a fax is sent successfully.



Include attachments with success reports:

Tick this option if

you want the fax fi

le to be included with the transmission report.



Report failed outgoing FAX transmissions:

Select this option if

you wish

GFI FAXmaker

to send a transmission report when a fax

has failed.



Include attachments with failure reports:

Tick this option if you

wishGFI FAXmaker

to include the fax file that failed in the

transmission report.



Append original message body:

Tick this option if you want the

original fax message body to be included in the transmission

report. This option is recommended since it allows us

ers to easily

re-submit faxes and to find

sent

faxes.

NOTE:

the

GFI FAXmaker

Fax Message form, sent faxes are not

stored in the sent items folder, so the only way for use

s to retrieve

faxes sent via the

GFI FAXmaker

Fax Message form is via the

transmi

ssion reports.

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax se

rver options



Header/Footer/Stamping options

The Header/Footer/Stamping options node allows you to specify a

header and/or footer text for all outgoing faxes as well as ‘stamp’

incoming faxes with similar information. The header/footer options can

be set

in the Header/Footer tab, whereas the stamping options can be

set in the Stamping tab. The dialogs are identical. The following

options are available:

Scre

enshot

77-Header/Footer/Stamping properties dialog



Font:

Select

ont, size and alignment that you wish the

header/footer to be formatted in.

NOTE

: F

ormatting options can be different for the header and the

footer. To have di

fferent formatting for the header or footer, simply

select the header or the footer field

then select the appropriate

formatting options.



Render this header on all outgoing faxes (incoming faxes in

the case of stamping):

Tick this option if you want a he

ader to

appear on each outgoing fax.

NOTE:

You can customize the fax header by inserting fields. To insert

a field, place your cursor where you want the field to be and click on

Insert

ields

. Then select the field you want to insert. You can

separate fie

lds by inserting a separator. To set your header to the

default fields, click

SettoDefault

Available fields:

92Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Screenshot

78-Fields dialog

Default From <de

f_from>

Global fax header specified in the

fax line options.

Default To <def_to>

This field is replaced by the company

name of the recipient. If you did not specify a company name,

but did specify a name, the name will show in this field. If you

did not sp

ecify a name or company, this field will include the

recipient's fax number.

Time, date & pages

Information is taken from your machine

settings.

Sender fields

Details are taken from the user’s properties.

Recipient fields

Details are retrieved from the rec

ipient details.



Render this footer text on all outgoing faxes (incoming in the

case of stamping):

Tick this option if you want a footer to appear

on each page. You can insert fields in the text by clicking on

Fields

NOTE:

You can not change the footer in

an evaluation version of

GFI

FAXmaker

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP

Configuring Fax server options



Junk Fax filter

Screenshot

79-The junk fax filter options

GFI FAXmaker provides you with the

ability to

auto delete faxes from

certain senders. This junk fax filter works on the basis of the FAX ID

of the sender.

When you receive a junk fax, enter the senders FAX ID in the Junk

fax filter list. This will cause

GFI FAXmaker

to delete the fax

automatically, an

d not route it.

Most senders will rarely change a fax ID, especially if it

isprogrammed into a fax machine, and therefore it

’

s an easy and pretty

reliable way of eliminating future faxes from the sender.

To black list a fax sender/fax ID:

1. Right

click

dvanced

►

Junk Fax filter

node, and select

'Properties'. This will bring up the junk fax filter dialog.

Enable the ‘Delete faxes received from these FAX CSID’s’ option,

and click

Add

to enter the CSID of the junk fax sender.

You are provided with

2 opti

ons:



Delete faxes received from fax machines with an empty CSID:

If you wish to be very stringent you can refuse all faxes with empty

CSID's. Note that there is a big chance that valid faxes will be

marked as junk faxes.

94Configuring Fax server options

GFI FAXmaker 14.3 for Exchange/Lotus/SMTP



Keep a copy of junk faxes:

This opt

ion will store all junk faxes in

a folder, so that you can review the junk faxes before deleting

them.

Call blocking

Screenshot

80-A call block rule

Call blocking allows you to exercise control over the fax numbers that

users can send faxes to.

GFI FAXmaker

checks the call block rules

before each fax transmission, and will not send any faxes starting with

numbers listed in the cal

l-blocking list.

This means that if you want to prevent certain users from making

international fax transmissions, you only need to insert the

international dial

out number (for example 00, 09 or 011).

Alternatively, you can block specific fax numbers.

o create a call blocking rule:

1. In the

GFI FAXmaker

configuration,

Advanced

►

Call blocking

node,

right

click

and select ‘New’.

Screenshot

81-Ne

w call block entry

Key in

the number that you

want

to block and click

.3.S

elect which users you wish to apply the rule to.

4. Click

to create the rule.

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

Installing clients

Installing the client software

Specifying email address

Configuring a fax line

Finding out the exact MSN numbers

Setting up fax lines for XCAPI

Setting up fax lines for the Brooktrout SR140

Setting up fax lines for a fax modem

Line options

Users

Advanced options

Configuring Fax routing

Introduction to fax routing

DID routing (ISDN)

General routing options

Specifying default routers

Using Backup2Folder to route to folder

Configuring DID/DTMF Routing (ISDN/Analog/Digital)

Configuring MSN routing

Configuring OCR routing

For Exchange 5.5

Configuring CSID routing

Configuring Fax server options

Configuring Licensed users

Configuring the Email2Fax gateway

POP3 connector

Configuring Fax administrators

Transmission reports

Header/Footer/Stamping options

Junk Fax filter

Call blocking