FaxCore 2007 Getting Started Guide (v1.0)

Transcription

1 FaxCore 2007 Getting Started Guide (v1.0) FaxCore 2007 Getting Started Guide (v1.0) Page 1

2 FaxCore 2007 Getting Started Guide Setting up Windows 2003 This only applies to FaxCore appliances. When the server is turned on for the first time, please enter Windows 2003 serial number located on the chassis of the appliance. Once that is done, the next installation processes are similar with every typical Window OS installation. Administrator will need to setup time zone, computer name, administrator s password and etc. Note: If you don t see this screen on FaxCore appliance then please proceed to the section below. Setting up FaxCore 2007 Fax Board Driver Installation. 1. Before running the fax driver installation, be sure that the fax board is installed in the server. Then run fax driver setup, boston-driver.exe, which is located in FaxCore setup folder. The default driver installation path is C:\Program Files\Brooktrout. 2. Once the driver has been successfully installed, please run configtool.exe in C:\Program Files\Brooktrout\Bin folder. This will automatically detect and configure the type of boards you have installed in the server. 3. Be sure the Save and Apply configuration is CHECKED. MS Office Installation. 1. In order for FaxCore to support MS Office file formats, MS Office must be installed on the FaxCore server. 2. After the installation, please make sure you open each of the Office applications one time in order to register them and also check for updates from Microsoft website. Note: The FaxCore server can convert (to fax) many native file formats as long as the application the installed locally in the server. For instance, if you need FaxCore to support PDF then Adobe Reader is needed to be installed locally on the server. Registering Fax Agent. 1. Open the FaxAgent.exe.config with Notepad, locate this section. <add key="countrycode" value="1"/> (for North America or replace with your Country Code) <add key="areacode" value="720"/> (for Colorado or replace with your Area Code) 2. Save the file and Exit. Starting FaxCore Services FaxCore services are not started by default, please make sure all the services are started and check Event Viewer for any errors. FaxCore 2007 Getting Started Guide (v1.0) Page 2

3 FaxCore Services Remarks Cantata Technology Boston Host Service FXC2.Dispatcher FXC2.FaxAgent FXC2.Gateway FXC2.PrintService FXC2.RenderAgent This service need to run under user/administrator account, therefore if there changes of password, please make the necessary replication to this service in order for it to start correctly. FXC2.SMTPGateway FaxCore user and administrator login site if you are working on the FaxCore Server. 1. Open Internet Explorer. 2. User 3. Admin 4. Replace localhost with the server name if you are connecting to the server over the LAN Default administrator username admin and password password. Setting Up Outbound Faxing and Outbound Routing In order for FaxCore to send faxes, at least one Outbound Routing rule must be setup. 1. Login as Administrator at 2. Click on Outbound Routings and New. 3. Configure exactly like the diagram below and click Save. Note: This outbound routing rule will process all outbound faxes, with any dial string (*), using all the available fax lines/ports. FaxCore 2007 Getting Started Guide (v1.0) Page 3

4 Enabling Fax Ports 1. Login as administrator at 2. Click on Network Settings > Fax Agent > Ports 3. Configure the available fax ports based on your requirements and click Save. Relay Setup Once an relay is setup, FaxCore will use it for sending and notifications. 1. Login as administrator at 2. Click on Domain Server Settings > Relay Server Settings. 3. Please configure your relay settings and Save. 4. You are now able to send a test fax from the User Interface (using the Admin account). If you would like to test the notifications, edit the Admin profile in Settings, Personal Info, from the FaxCore UI. FaxCore 2007 Getting Started Guide (v1.0) Page 4

5 Creating FaxCore User. There are 2 ways to create users in FaxCore: 1. Manual User Creation. 2. Active Directory Synchronization. Manual User Creation 1. Login as administrator at 2. Click on Domain Management > Users > New 3. A pop up window will appear, most importantly make sure you enter a username, password and setup notification addresses before clicking Save. FaxCore 2007 Getting Started Guide (v1.0) Page 5

6 Active Directory Synchronization This process requires Admin rights on your AD server in order for the users in AD to be created within the FaxCore database. 1. Log into FaxCore as administrator at 2. Click on Domain Settings > Directory Sync. 3. Please enter the correct value for your Logon Server, Logon Username and Logon Password. 4. If you are unsure about the logon credential, you can use the Test Connection option on the toolbar. 5. Once all settings has been done click on Save Settings. 6. To simulate the synchronization processes please use the Read Directory option. 7. To synchronize the users to FaxCore, please use the Execute option. FaxCore 2007 Getting Started Guide (v1.0) Page 6