Copyright © Open Text Corporation. All rights reserved. Slide 1 Automatic Routing With Captaris FaxPress and FaxPress Premier Darin McGinnes Sales Engineer June 6, 2014

Web Training Agenda 1 Hour overview of Captaris FaxPress and Premier automatic routing What is automatic routing Configuring automatic routing Demonstration Additional Options Q&A Please hold questions for Q & A session at end of presentation

Copyright © Open Text Corporation. All rights reserved. Slide 3 What is Automatic Routing?

The ability to route incoming faxes without any user intervention Promotes confidentiality, security, fast delivery, and cost efficiency Can be configured to route individuals incoming faxes: To fax inbox via desktop client To as fax notification To shared folder as TIFF or PDF To printer To custom application Copyright © Open Text Corporation. All rights reserved. Slide 4

How Automatic Routing Works Based on Direct Inward Dialing Numbers (DID) Purchased as blocks of numbers through phone service provider Enables companies to have fewer lines than extensions Typically used with PBX (private phone switch) systems Used for voice and fax applications DID numbers are assigned to individuals or groups as fax numbers Incoming calls routed to customer premises Typically over digital T1 lines to PBX Legacy PBX systems may use analog DID trunks Copyright © Open Text Corporation. All rights reserved. Slide 5

How Automatic Routing Works (Cont) FaxPress interfaces with customers PBX Captaris FaxPress & Premier only support analog loop start lines Connected to analog phone (FXS) ports on PBX PBX must out-pulse DID extension as DTMF tones FaxPress requires DTMF to route incoming faxes Supported by most PBX systems May not be supported by legacy systems Typically requires expert PBX programming FaxPress matches DTMF to FaxPress account FaxPress account assigned Mailbox ID Mailbox ID can be up to 7 digits Copyright © Open Text Corporation. All rights reserved. Slide 6

Typical PBX Integration Copyright © Open Text Corporation. All rights reserved. Slide 7

Alternate Phone System Integrations If customer wants automatic routing but does not have a PBX: Purchase analog DID trunks from Phone Provider Purchase DID-to-Analog converter (such as Exacom DID brick or Multitech CallFinder) DID numbers routed over analog DID trunks If customers PBX cannot out-pulse DID as DTMF: Either purchase analog DID trunks with DID-to-Analog converter –Inbound fax traffic will not go through PBX –Outbound fax traffic may go through PBX Or use Integrated Access Device (such as Adtran or Cisco, etc.) –Device converts digital T1 channels to analog phone ports (FXS) –May be used upstream or downstream from the PBX –Downstream option will need an available T1 interface on PBX –Programming of device required Copyright © Open Text Corporation. All rights reserved. Slide 8

Integration with DID-to-Analog Converter Copyright © Open Text Corporation. All rights reserved. Slide 9

Integration with Integrated Access Device Copyright © Open Text Corporation. All rights reserved. Slide 10

Copyright © Open Text Corporation. All rights reserved. Slide 11 Configuring automatic routing

Before you Begin (Requirements) FaxPress server up and running Connected to network and phone system Desktop client installed on a workstation Must be able to access FaxPress server over network May use web client as an alternative Ability to send & receive test fax PBX programmed to out-pulse DID extension to DTMF tones Open Text is not responsible for PBX programming May require programming support from PBX expert Recommend PBX expert on hand for troubleshooting Copyright © Open Text Corporation. All rights reserved. Slide 12

Configuring Automatic Routing Login to FaxPress client as Administrator Set routing type to PBX/DID for fax lines that require DID routing Setup DTMF digit string mask FaxPress can filter unnecessary digits sent to it by PBX for Mailbox ID Configured in PBX/DID tab of server Properties Assign Mailbox ID to FaxPress User Accounts FaxPress supports up to 7 digits for Mailbox ID (typical is 3 or 4 digits) Can be configured manually in User Properties or automatically via Active Directory Synchronization utility Copyright © Open Text Corporation. All rights reserved. Slide 13

Demonstration Copyright © Open Text Corporation. All rights reserved. Slide 14 Configuration Demonstration

Troubleshooting Make sure FaxPress is configured properly Recommend Technical Support Guidance Enable DTMF log in Advanced Function tab of Server Properties Records DTMF digits passed, parsed Mailbox ID, Job Number, Date & Time DTMF.log created on FaxPress server: C:\Castelle\Data folder If not present, FaxPress is not properly receiving DTMF digits Most adjustments are usually made on PBX Requires expert knowledge of PBX system Use digit grabber to capture digits from PBX Copyright © Open Text Corporation. All rights reserved. Slide 15

Copyright © Open Text Corporation. All rights reserved. Slide 16 Additional Routing Options

Call Subscriber Identification (CSID) CSID is used to identify each fax device when fax communication is established –Field manually entered on a fax device or in software –Usually consists of either a fax number or company name –Routing dependent on configuration of remote fax device –Setup in FaxPress using CFG file (not supported in UI) Advantage: –Routing option useful if receiving faxes from known parties –Routing option does not require DID numbers or telecom equipment Disadvantage: – Dependant on remote fax device to be configured properly with CSID field Copyright © Open Text Corporation. All rights reserved. Slide 17

Additional Routing Options (Cont) Caller ID (CID) Uses CID information to route incoming faxes –Caller ID is a telephone service provided on POTS lines –Transmitted to the called party equipment during ringing signal –Setup in FaxPress using CFG file (not supported in UI) Advantage: –Routing option useful if receiving faxes from known parties –Routing option does not require DID numbers or telecomm equipment –Not dependant on configuration of remote fax device Disadvantage: –Customer needs to purchase Caller ID service from Telco and have it routed properly to FaxPress device Copyright © Open Text Corporation. All rights reserved. Slide 18

Useful Links Captaris FaxPress Documentation: FaxPress knowledgebase: FaxPress downloads:

Q & A Copyright © Open Text Corporation. All rights reserved. Slide 20

Copyright © Open Text Corporation. All rights reserved. Slide 21 Thank You