Installation Guide User Manual

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NET SatisFAXtion Email

Gateway Installation Guide

For NET SatisFAXtion 8.6

8.6

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Contents

1.0 - Install Microsoft Virtual SMTP Server 2

XP and 2003 2

2008 and 2008 R2 2

Windows 7 2

Upgrade Path 2

Congure Microsoft Virtual SMTP Server 2

1.1 - POP/SMTP Email Gateway install 4

1.2 - Gateway Conguration 7

Service Administration Port 8

Select POP3 or SMTP Mode 9

Select either POP3 or SMTP. 9

1.3 - POP3 Settings 10

POP Mailbox 10

Mail Server 10

Advanced 10

1.4 - SMTP Settings 11

1.5 - Congure Gateway Options 12

Cover page options: 12

Delivery / Non-Delivery notication options 12

Whitelist / Blacklist Options 12

Automatically add users as needed for send fax

requests 12

1.6 - Inbound fax to email delivery 13

Notications and Inbound Faxes 13

SMTP Mail Server 13

Authentication 13

Inbound fax to email delivery - continued 14

1.7 - Attachment Settings 15

1.8 - Email Gateway Monitoring 16

Email Gateway Monitor Notications 16

Mail Server 16

Limit repeat notications to every: 120 minutes 16

Send Notication for 16

Installation Complete 17

2.0 - Conguration Changes after installation 17

Congure Fax to Email 17

Congure Email to Fax 17

2.1 - Troubleshooting 17

2.2 - Logging 18

Summary of content (19 pages)

PAGE 1
NET SatisFAXtion Email Gateway Installation Guide For NET SatisFAXtion 8.6 Contents 1.0 - Install Microsoft Virtual SMTP Server XP and 2003 2008 and 2008 R2 Windows 7 Upgrade Path Configure Microsoft Virtual SMTP Server 1.1 - POP/SMTP Email Gateway install 1.2 - Gateway Configuration Service Administration Port Select POP3 or SMTP Mode Select either POP3 or SMTP. 1.3 - POP3 Settings POP Mailbox Mail Server Advanced 1.4 - SMTP Settings 1.
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NET SatisFAXtion Email Gateway Installation Guide — Page 2 Before installing, if you are going to use SMTP for outbound faxing (email to fax), you must install the virtual SMTP Server service first. If you are going to use POP3, skip to section 1.1. 1.0 - Install Microsoft Virtual SMTP Server This varies depending on Operating System. XP and 2003 Add or Remove Programs > Add/Remove Windows Components. Double click Application Server > double-click IIS > check the box for SMTP Service.
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NET SatisFAXtion Email Gateway Installation Guide — Page 3 Right-click on the domain > properties. Make note of the “Drop directory” you will need it later (default is C:\inetpub\mailroot\Drop) Right-click “[SMTP Virtual Server #1]” > Properties. Go to the Messages tab.
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NET SatisFAXtion Email Gateway Installation Guide • • — Page 4 Uncheck “Limit message size” Uncheck “Limit session size” 1.1 - POP/SMTP Email Gateway install Download and run NS-EMailGatewayUpdate.exe. This will install the NS-EMailGateway.msi to your servers “{InstallationDirectory}\wwwroot\downloads” folder and update the MSI to connect to your NET SatisFAXtion server. Once the MSI has been updated and written to the .\wwwroot\downloads folder, you can install it from this folder.
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NET SatisFAXtion Email Gateway Installation Guide Click next Click next — Page 5
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NET SatisFAXtion Email Gateway Installation Guide Change the directory if needed and click next Click install to complete installing the necessary files.
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NET SatisFAXtion Email Gateway Installation Guide — Page 7 1.2 - Gateway Configuration Once installed, the first configuration screen comes up The URL to your fax server should be auto-filled. If there is a password for the Supervisor user, set it and click test connection. This is needed to create the SMTPPost system user for the gateway. Make sure you get a Test completed successfully dialog back.
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NET SatisFAXtion Email Gateway Installation Guide — Page 8 Service Administration Port This port must be available for use exclusively by the gateway for administration and logging.
PAGE 9
NET SatisFAXtion Email Gateway Installation Guide Select POP3 or SMTP Mode Select either POP3 or SMTP. If you are using POP3: Check “Use a mailbox POP3” and click Next. (Section 1.3) If you are using SMTP: Check “Route mail to this server using SMTP” and click next (Section 1.
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NET SatisFAXtion Email Gateway Installation Guide — Page 10 1.3 - POP3 Settings (If POP3 was selected you will see this screen) POP Mailbox Enter the email address, username and password Mail Server Enter the Server name or IP address of the POP mail server. If TLS security is needed, check this box and enter the port specified by the mail server. Typically port 110 without TLS, 995 when using TLS, but can be custom.
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NET SatisFAXtion Email Gateway Installation Guide — Page 11 1.4 - SMTP Settings If only SMTP was selected, you will see this screen The Mail queue drop folder is read from the Virtual SMTP Server: C:\inetpub\mailroot\Drop Domain: The fax domain (for example fax.example.com). The same as you renamed the domain in the Virtual SMTP Server setup step.
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NET SatisFAXtion Email Gateway Installation Guide — Page 12 1.
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NET SatisFAXtion Email Gateway Installation Guide — Page 13 Automatically add users as needed for send fax requests This option checked, creates users if they do not exist when they send their first fax. Users are created based on their return email address and friendly or display name. This option unchecked, will send an email rejection to a user if they do not already exist in the fax servers user list. 1.
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NET SatisFAXtion Email Gateway Installation Guide — Page 14 Inbound fax to email delivery - continued Use the Sent Test Email button to test your email delivery settings. Make sure you receive an email to be sure all the above settings are correct. If the email message is accepted by your mail server or smart host, the following dialog is presented.
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NET SatisFAXtion Email Gateway Installation Guide — Page 15 1.7 - Attachment Settings File Name: Builds the name of the received fax attachment.
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NET SatisFAXtion Email Gateway Installation Guide — Page 16 1.8 - Email Gateway Monitoring Email monitoring uses a simple SMTP send utility rather than the gateway to deliver your choice of critical errors and/or state changes in an email message to NET SatisFAXtion administrators. This helps to assure critical message delivery should the email gateway go down or is unable to communicate with the fax server or mail server. Email Gateway Monitor Notifications Enable or disable email Monitoring.
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NET SatisFAXtion Email Gateway Installation Guide — Page 17 Installation Complete Click Finish It can take several seconds to compile the workflows and start the Email Gateway Service. 2.0 - Configuration Changes after installation Once installed, to make configuration changes, go to the Start menu - Programs - NET SatisFAXtion and select either Configure Fax to Email, or Configure Email to Fax.
PAGE 18
NET SatisFAXtion Email Gateway Installation Guide — Page 18 Check the following: • NET SatisFAXtion service is loaded • If installing the email gateway on a machine other than the fax server, test that you can get to the URL from a web browser (i.e. http://YOURFAXSERVER/casdrive.api ) 2.
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NET SatisFAXtion Email Gateway Installation Guide — Page 19