1. FaxPress Administrator Training Basic Installation and Configuration
A New Generation of Network Fax Servers for Business and Enterprise
FaxPress Administrator Training Basic Installation and Configuration

2. A New Generation of Network Fax Servers for Business and Enterprise
The purpose of this training is to provide our VARs/Partners education and knowledge of Castelle Network Fax Servers as well as the opportunity to have training of FaxPress installation and configuration.

3. Support Contacts Pre-Sales Support Technical Support
(6AM – 5PM PST)
Phone: (408)
Technical Support
Darius Rike
Phone: (408) Fax: (408)
Darin McGinnes
Phone: (408) Fax: (408)

4. Web Training Agenda Basic Installation and Configuration
September 9, AM – 9AM PT
About Castelle
FaxPress Overview
Installation Requirements
Demo - Server Installation
Demo - Client Installation
Basic Configuration
Demo – Sending/Receiving Faxes
Q&A

5. “The All-in-One Fax Solution for Business and Enterprise”
About Castelle
“The All-in-One Fax Solution for Business and Enterprise”
Complete network fax solution
Includes all necessary hardware and software
Desktop PC faxing
Fax-to- integration
Production faxing
Workflow and Document Management Integration
Integration with Scanners and Multi-Function Printers (MFP)
Tools for developing custom fax applications
Support for leading network environments
Fax Server market is mature and most solutions offer same functions and capbilities
Some solutions charge the user to use different software components
Kepoint: we give the customer everything they need without any extra charge
Only thing you can additionally purchase is Extended Support
Next day hardware replacement
Unlimited Tech Support
Free Software Upgrades
Or software upgrades if you don’t have Extended Support

6. FaxPress Overview Here is a view of a FP5000.
This shows the typical ports on a FaxPress server
The FaxPress5000 has an internal power supply, fax ports, 1-8, depending on the model, 10/100 network interface and a parallel port for printing.
Parallel port supports PCL printers only, suggest using network printing
Runs a Unix like real time OS
FaxPress 5000 has 1 proccessor on motherboard, and 1 proccessor each on fax boards
FaxPress 5000 has 32 megs on motherboared and 1 meg on each fax board
FaxPress has 1 proccessor and 8 megs of ram.

7. FaxPress Overview FaxPress Server Diskless appliance
FaxPress requires shared storage from a host machine
Logs into the Share as a network user to access it own files
Boot PROM
Only code inside the box when turned off
Hardware self test (LED sequence)
Includes networking drivers
Loads “sys” and “out” file from Host File Server to its own memory
All files live in the Castelle directory on the Host File Server
FaxPress running a Diskless Operating System.
It needs file storage from a file server or workstation
S/N user logs into “Castelle” share – during setup a local user with name as the S/N of unit and a group called“FaxPress” installed on Host machine.
FaxPress downloads into own memory from Host machine its OS (sys file) and fax application (out file).

8. FaxPress Overview FaxPress 2500 FaxPress 5000 Fax Modems 1 or 2 Lines
FaxPress 2500
FaxPress 5000
Fax Modems
1 or 2 Lines
 4 or 8 Lines
Microprocessors 1
 2 or 3
Recommended
number of Users
50 to 100
Unlimited
Network Topology
Ethernet
10/100Base T
Integration
Standard
Windows
2000/XP/2003/Vista
Yes
Netware 5.x/6.x
Terminal Server Support
We don’t gage on users, but fax volume
The average is 1 fax page per minute per line.
This equates to 480 fax pages per line per day.

9. FaxPress Overview
Diagram shows how FaxPress is incorporated in the network.
Recommended to have Host machine separate from Gateway machine.
Archive and Gateway are Windows Services.

10. FaxPress 9.x Features Similar interface used by FaxPress Plus
Similar interface used by FaxPress Plus
MSI Installer – use Group Policy to install client
Expanded MFP Integrations
EFI SendMe
Ricoh GlobalScan
Sharp OSA2 Platform
Windows Vista and Office 2007 compatibility
Exchange Server 2007 compatibility – New feature of 9.1/9.1.5
FaxPress 9.0 supports an MSI installer for easier deployment
Also FaxPress client is compatible with Windows Vista and Office 2007 – Vista for host machine, not supported.

11. Installation Requirements
Host Machine
Shared storage can be an existing workstation or server
Static IP address recommended for host machine
Administrative rights to install FaxPress software
IP teaming (network load balancing) not supported
FaxPress uses a client/server architecture
Need Host machine for FaxPress server
Static IP recommended, but can use reserved DHCP address
We do not support IP teaming for network load balancing

12. Installation Requirements
Host Machine
Minimum Hardware:
Intel Pentium III or equivalent 500MHZ or faster
256MB of system memory
100MB of HD, but depends on volume of fax
Estimate 100K per fax page
100 pages = 10MB
1000 pages = 100MB
10,000 pages = 1GB
Any modern system will do
Disk storage would be more of a factor
Not recommend to install on Terminal Server

13. Installation Requirements
Host Machine
Supported Platforms:
Windows 2000/XP/2003 – TCP/IP (32 bit OS only)
Note: Windows Vista/2008 Server not supported
Netware 5.x/6.x Bindery/NDS – IPX/SPX or TCP/IP
99% Windows environment.
However, we Still support Netware.

14. Installation Requirements
Windows 2000/XP/2003
Special Considerations:
FaxPress installation creates a local user and group
If Windows XP is using simple file sharing then “Enable network users to change my files” must be checked on the “Share” tab under the Castelle directory properties
NetBIOS over TCP/IP must be enabled
Windows 2003 Server install requires FaxPress firmware at version 7.0
A few considerations to be aware of:
Simple file sharing on Windows XP - meaning: no Security tab or NTFS permissions.
Make sure Netbios of TCP/IP is enabled.

15. Installation Requirements
Netware NDS
Special Considerations:
Netware Client on Computer running installation (Microsoft Client for Netware will not work)
“Read Write Replica” enabled on Host File Server
Administrative rights to context in which FaxPress user is to be created
Administrative rights to context in which the Host File Server exists
Novell Core Protocol (NCP) Level 3 not supported
Here are installation requirements for Netware:

16. Installation Requirements
FaxPress Unit
10/100 BaseT network connection
Analog loop start phone lines
FaxPress needs static IP address
Server setup run on same network segment as FaxPress
Installation requirements for unit itself.
Needs static IP address.
Does not support DHCP or DNS.
If on gigabit ethernet, need to have autosensing or throttle down nic to 10/100
Installation easier if unit and host on same network segment, but you can have on different segments as long as the server setup is running on a machine that’s on the same network segement as the FaxPress unit. Map network drive on setup machine.
Another method is to install unit and host on same segement, then use FP Configurator for TCP/IP to change Host IP settings, then move host to different network segment.

17. Installation Requirements
Client Machines
Faxmain client installed on user’s workstation
Administrative rights to install FaxPress software
Typically a client is installed on each user’s workstation to facilitate desktop faxing, or print to fax functionality.
If using integration – usually no need to install client on each user’s workstation
FaxPress 9.0 makes deployment easier with MSI installer

18. Installation Requirements
Client Machines
Minimum Hardware:
Intel Pentium III or equivalent 500MHZ or faster
Minimum 64MB of system memory
Minimum 50MB of HDD
Any modern system will do.

19. Installation Requirements
Client Machines
Supported Platforms:
Windows 2000/XP/2003/Vista – TCP/IP
64 bit OS support for Windows Vista only
Only Support Windows.
New support for Vista – all versions.

20. FaxPress Installation
Server Installation Demo
Client Installation Demo
This section will focus on server and client installation
Will also go over troubleshooting server installation

21. FaxPress Server Installation
Demo - Fax Press Server Installation

22. Troubleshooting Scenario
FaxPress Server Installation
Troubleshooting Scenario
FaxPress Server Installation
Common Errors:
Can’t find FaxPress on network
Can’t create user and group on host machine
Can’t set IP Address to the FaxPress device
Installing on Windows Host Machine:
LAN Manager Authentication Level?
Windows XP Firewall enabled?
Complex password rule for Windows 2003 environment?
Running setup program with correct credentials?
No IP address conflicts?
Make sure FaxPress unit and host on same network segment
Password Policy? – Complex or password length requirments

23. FaxPress Server Installation
Troubleshooting Scenario
What’s going on???
Computer Management Tools
View Users/Groups
View File/Folder permissions
View connected users and files in use
FP Configurator
View FaxPress Server settings
Change IP addresses
Change login password for S/N User
Ping unit – IP address not shared
Computer Management – Shared folder/sessions
Castelle shared properly?
FP Configurator for TCP – check connectivity
Change login password for S/N user
14 character limit

24. FaxPress Server Installation
Computer Management Snap-in
Computer Management :
View if S/N user has session to Castelle folder
Open files, see what files the unit is reading or writing
Shares – edit share properties
Users – rename password for S/N user

25. FaxPress Server Installation
FP Configurator for TCP/IP
FP Configurator for TCP/IP utility used:
Show settings of FaxPress Unit
Change FaxPress IP address
Reset Password – change S/N user password first in computer management.
Change IP address and host machine name settings.
Reboot FaxPress unit
Can also reset to factory settings – intially, FaxPress will not have an IP addresss

26. FaxPress Client Installation
Demo - FaxPress client Installation

27. FaxPress Configuration
Basic Server Configuration
The following section will go over basic configuration:
Minimal configuration so a user can send/receive a fax
FaxPress will immediately begin to receive incoming faxes without being configured at all
Once the server software is installed and connected to phone lines

28. FaxPress Configuration
FaxPress Configurations:
Defaults mostly OK
Done through FaxPress client
Need Supervisor privileges
FaxPress is configured by using the client
Can use SNMP (simple network manage protocol) to view and change configuration settings, but recommend just using the client
Uses FaxPress.mib (management information base) in program files/castelle/faxpress/admin tools

29. Basic FaxPress Configuration
Fax Line Settings
Set remote and terminal ID and local fax number per fax line
PBX Pre-Dial (9, 8, etc) up to 5 characters
#of rings to answer (how many rings before FaxPress answers the incoming fax call)
Set line direction. Select “Not Connected” if no fax line connected
RTI (Remote Terminal Id) is sent to the remote fax machine for outgoing faxes, usually displayed on the fax. machines display.
(ITI) Imprint Terminal Id is the fax number printed on top of each fax page sent to the remote fax machine
Don’t forget to put 9 or 8 here if you need to dial to get an outside line.
If no phone lines connected to fax port, make sure line is set to not connected, or FaxPress might use those ports to send out faxes and will get failed faxes.

30. Basic FaxPress Configuration
Fax Line Settings
Routing Type
Assign Line to User (default is Unaddressed but can be different for each line).
DTMF (manual routing by the sender using DTMF tones)
DID/PBX (FaxPress will listen for DTMF tones of DID extention)
FaxPress associates incoming faxes to a specific user or listens for DTMF tones for routing.
This is where you enable the line to receive DTMF tones for automatic routing.
Default is set to Unaddressed, but can be set to any FaxPress user.

31. Basic FaxPress Configuration
Line Settings
Line Settings Tab
RTI (Remote Terminal Id) is sent to the remote fax machine for outgoing faxes, usually displayed on the fax. machines display.
(ITI) Imprint Terminal Id is the fax number printed on top of each fax page sent to the remote fax machine
Don’t forget to put 9 or 8 here if you need to dial to get an outside line.
If no phone lines connected to fax port, make sure line is set to not connected, or FaxPress might use those ports to send out faxes and will get failed faxes.
FaxPress associates incoming faxes to a specific user or listens for DTMF tones for routing.
This is where you enable the line to receive DTMF tones for automatic routing.
Default is set to Unaddressed, but can be set to any FaxPress user.

32. Basic FaxPress Configuration
Storage Reclamation
Need to enable “Automatic Clean up”
Only received faxes deleted by “Purge old faxes…” option.
Best option is to use the FaxPress Archive service
Be sure to enable storage reclamation or use Fax Archiver to manage fax queues
Will only delete incoming faxes – default is it to delete successfully sent faxes right after it has been sent
Suggest using Fax Archiver to manage faxes

33. Basic FaxPress Configuration
Storage Reclamation
Storage Reclamation Tab
Be sure to enable storage reclamation or use Fax Archiver to manage fax queues
Will only delete incoming faxes – default is it to delete successfully sent faxes right after it has been sent
Suggest using Fax Archiver to manage faxes

34. Basic FaxPress Configuration
Dialing Properties
Select Country code and enter area code
Enable dialing PBX access codes
Enable PBX pre-dial per local or long distance
Apply dialing rules for fax numbers
Area Code Rules applicable only for US and Canada
FaxPress can automatically dial the “1” prefix for long distance or “011” for international calls when faxing outside the local area code
Need to enable this feature and apply Area Code Rules – etheir 7,10, or 11 digit dialing according to the dialing plan in your area code
Suggest to use PBX pre-dial field in line settings – only use here if different PBX pre-dial for local vs. long distance calls . Don’t mistake this for PBX access codes

35. Basic FaxPress Configuration
Dialing Properties
Dialing Properties Tab
FaxPress can automatically dial the “1” prefix for long distance or “011” for international calls when faxing outside the local area code
Need to enable this feature and apply Area Code Rules – ethier 7,10, or 11 digit dialing according to the dialing plan in your area code
Suggest to use PBX pre-dial field in line settings – only use here if different PBX pre-dial for local vs. long distance calls . Don’t mistake this for PBX access codes

36. Basic FaxPress Configuration
Creating FaxPress Users
Supervisor can add users manually through client
Need to configure user properties
Can base new users on an existing configured user account
Users can be easily added through the client
FaxPress Supervisor can configure User Properties – at a minimum only user name needs to be configured.
Supervisor can only erase user password – meant for users to set their own passwords.

37. Basic FaxPress Configuration
Adding Users Manually
FaxPress Supervisor configures user account settings through Users folder under Admin folder.
Supervisor can use an already configured account as a template and add other users based on the account

38. Sending and Receiving Faxes
Sending a Fax
Sending a fax via FaxPress client
Using the Send Fax Interface
Receiving a Fax
Automatic vs. manual Incoming fax routing
Unaddressed folder
Incoming Fax Queue

39. Sending and Receiving Faxes
Demo – Sending an Receiving a fax

40. Additional Setup Tasks
Importing users
Creating cover pages
Creating phone books
Configure for automatic routing
Fax archiving
integration

41. FaxPress Q&A

42. The End