GFI FAXmaker for Exchange/SMTP 12 Manual By GFI Software
http://www.gfi.com E-mail: info@gfi.com Information in this document is subject to change without 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 written permission of GFI Software. GFI FAXmaker is copyright of GFI SOFTWARE Ltd. © 1995-2007 GFI Software. All rights reserved.
Contents GFI FAXmaker - an overview 1 Introduction to GFI FAXmaker ....................................................................................... 1 How to deploy GFI FAXmaker for Exchange/SMTP 12................................................. 1 How GFI FAXmaker works with Exchange 2000/2003..................................... 1 How GFI FAXmaker works with Exchange 5.5................................................. 3 How GFI FAXmaker works with Lotus Notes/Domino .............................
Configuring Fax lines 55 Configuring a fax line ................................................................................................... 55 Setting up fax lines for an ISDN card........................................................................... 56 Finding out the exact MSN numbers .............................................................. 58 Setting up fax lines for a Brooktrout fax card...............................................................
The GFI FAXmaker monitor.......................................................................................121 Installing the FAXmaker monitor remotely.................................................................123 Configuring the GFI FAXmaker server remotely .......................................................123 Switching to another fax server to monitor ................................................................123 Remote monitoring permissions ...........................................
Step 1: Create a mailbox database on the Domino server...........................177 Step 2: Configure the Person for the FAXmaker Domino database .......................................................................................................177 Step 3: Give the FAXmaker Person permission on the FAXmaker database .....................................................................................178 Step 4: Remove default $POP3 View...........................................................
GFI FAXmaker ReportPack - Scheduling reports 213 Introduction ................................................................................................................213 Scheduling a report....................................................................................................213 Viewing the list of scheduled reports .........................................................................219 Viewing the scheduled reports activity........................................................
GFI FAXmaker - an overview Introduction to GFI FAXmaker GFI FAXmaker is a fax server that allows you to send and receive faxes via your email infrastructure. Its email integration is unparalleled, resulting in minimal administration overhead and user training. GFI FAXmaker for Exchange/SMTP integrates with Microsoft Exchange Server 2000/2003/5.5, Lotus Notes and with most popular SMTP/POP3 Mail servers.
Figure 1 - GFI FAXmaker installed on the Exchange 2000/2003 server If you install GFI FAXmaker on the Exchange Server machine, GFI FAXmaker will install a standard Exchange SMTP connector and a sink (a program that captures particular messages at mail server level). No further configuration will be needed. The connector will forward all fax messages to GFI FAXmaker via the sink.
Then it will mail back a delivery report to the user. The same principle is applied to SMS messages. Installing GFI FAXmaker on a separate machine leaves Microsoft Exchange Server completely standard – no changes to active directory are made and no custom software will be running on your Exchange server. How it works from the client All faxes sent by users from the FAXmaker Fax Message form or the New Message form of Microsoft Outlook are sent via Microsoft Outlook using the MAPI format [FAX:].
How it works from the client All faxes sent by users from the FAXmaker Fax Message form are sent via Microsoft Outlook using the SMTP format number@faxmaker.com. If the user wants to send a fax using 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 faxmaker.com domain to the GFI FAXmaker fax server via SMTP.
Figure 5 - GFI FAXmaker installed on a separate machine If using Active Directory, you must ensure that the e-mail address of each GFI FAXmaker user has been entered 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 from the client All faxes sent by users from the FAXmaker Fax Message form are sent via the e-mail client to the dedicated fax mailbox.
How GFI FAXmaker works with multiple mail servers Figure 6 - GFI FAXmaker with multiple mail servers If you have a large network with multiple mail servers independent of what mail server they are running, you can configure your mail servers to forward faxes from all mail servers via SMTP (using the same methods as described above for each type of mail server). This allows you to provide fax services to users on several mail servers with a single GFI FAXmaker server.
The GFI FAXmaker fax server receives the faxes via SMTP and using a sink captures the fax and converts it to fax format and faxes it 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.
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 e-mail. The e-mail will contain a fax report and the fax file included with the e-mail as an attachment. Screenshot 3 - Faxes are received in the inbox The faxes can be attached in several formats, of which the FAXmaker fax format or the adobe PDF format are the recommended options.
Screenshot 4 - Viewing a fax in the Adobe PDF reader GFI FAXmaker for Exchange/SMTP Manual GFI FAXmaker - an overview • 9
Installing the fax devices Which fax devices to use with GFI FAXmaker? Although GFI FAXmaker can use many fax devices, including modems, we strongly recommend investing in a professional fax server device such as a Brooktrout TR 114, TR 1034 or Trufax fax board, an EICON DIVA PRO/SERVER ISDN fax card or an AVM B1 ISDN fax card. These devices are far superior to a modem or multi-port modem in terms of reliability and transmission speed.
Screenshot 5 - Diva Server Configuration Wizard: - Configuring CAPI to answer all calls. Installing the Eicon Diva Server software on the server will launch the Diva Server Configuration Wizard. First choose the ISDN switch type that is used by your country and then configure CAPI to ‘Accept all incoming calls’. Screenshot 6 - Diva Server Line Check: Test the ISDN service using this utility from the start menu. After running the Eicon Diva Server Configuration wizard you should restart the server.
, You can use the Eicon Diva Server Configuration Manager utility to setup advanced configurations such as sharing the Eicon Adapter between FAXmaker and Routing and Remote Access for dial-up access. For further information on this consult the Eicon documentation. Installing a Brooktrout Fax Board The list of currently supported Brooktrout cards is available from http://kbase.gfi.com/showarticle.asp?id=KBID001227.
Screenshot 7 – Setup welcome-dialog 5. In the setup welcome-dialog, click on the Next button. This will open the End User License Agreement dialog. Select the “I accept the agreement” option and click on the Next button to continue with the installation. Screenshot 8 - Selecting location of TR1034 drivers 6. At this stage, you will be prompted to specify the location where you want to install the TR1034 drivers. By default the installation path is set to the same path where GFI FAXmaker is installed.
Screenshot 9 - Finalize driver installation 7. Click on the Install button to start installing the drivers. Upon completion, select the “View the README file“ check box and click on the Finish button to finalize the installation of the drivers. The README file contains instructions which will guide you through the rest of the Fax card installation process. NOTE: If the the machine, required just were locked) drivers.
9. From the Control Panel, launch the ‘Add New Hardware’ wizard. Select the ‘Include this location in the search’ option and specify the path where you have installed the Brooktrout TR1034 drivers. If you have opted to install the drivers in the default path, you should find these drivers in the same path where GFI FAXmaker is installed. Otherwise you should specify the same location that you have used in step 6 of this installation. Screenshot 11 - Confirm installation of unsigned drivers 10.
13. At this stage, if you have an IP enabled fax card, a dialog will ask you if you want to configure the Brooktrout SIP stack (i.e. FOIP - Fax over IP). Click on the Yes button to proceed to the main configuration tool windows. Screenshot 13 - Brooktrout configuration tool window 14. From the Configuration tool window, check that the settings match your setup. If you did not make any configuration changes (i.e.
2. Restart the machine. If your computer is running Windows 2000 and the ‘Add New Hardware’ wizard dialog comes up, ignore it by pressing the Cancel button. 3. Download the GFI FAXmaker Brooktrout TR114 drivers (brooktrout_tr114.exe) from ftp://ftp.gfi.com This software contains drivers which are made by Cantata Technology, however Cantata Technology relies on vendors to distribute them.
Screenshot 15 - The second wizard welcome screen 6. In the End User License Agreement dialog, select the “I accept the agreement” option and click on the Next button. This will launch the welcome screen of the second wizard which will guide you through the rest of the installation process. Click on the Next button to continue installing the TR114 driver. Screenshot 16 - Define the TR114 driver's installation path 6.
Screenshot 17 – Define if your Fax card interface is PCI or ISA 7. If the machine is running Windows 2000, you will be asked to specify if the installed fax card is ISA or PCI. If you have an ISA board, select the ISA(Industry Standard Architecture) option and ensure that the Interrupt line and DMA channel values are set correctly. Click on the Next button to proceed with the installation. 8.
detection process. If the problem persists, refer ‘Troubleshooting Brooktrout Cards’ section in this chapter. to the 9. Upon completion of the card detection process, click on the Next button and subsequently click on the Finish button to finalize the Brooktrout driver installation. Troubleshooting Brooktrout cards If GFI FAXmaker does not detect the card, there is a hardware installation problem.
1. Start the GFI FAXmaker Configuration Wizard from the Start menu, by clicking on GFI FAXmaker 12 > FAXmaker Configuration Wizard. 2. In the Welcome page, click Next to continue. The wizard will stop the GFI FAXmaker Fax Server Service and the GFI FAXmaker Message Transfer Agent Service. Click Next to continue once the services are both stopped. Screenshot 20 - Selecting the Brooktrout SR140 driver 3. Click on Brooktrout by Cantata and from the list select Brooktrout SR140 Software Fax over IP.
Screenshot 22 – Setup welcome page 6. In the setup wizard Welcome page, click Next to continue. In the End User License Agreement page, click I accept the agreement and then click Next to continue the installation. Screenshot 23 - Selecting location of TR1034 drivers 7. At this stage, you can specify the location where you want to install the TR1034 drivers. By default, the installation path is set to the same path where GFI FAXmaker is installed.
Screenshot 24 - Finalize driver installation 9. In the Finish page, clear the Run Brooktrout configuration tool check box and then click Finish to close the GFI FAXmaker Brooktrout TR1034 Drivers wizard and complete the installation. 10. You now need to activate the Brooktrout SR140 by licensing it. This can be done through the Brooktrout License Manager. To start the Brooktrout License Manager, from the Start menu click on All Programs ` GFI FAXmaker Brooktrout TR1034 Drivers ` Brooktrout License Manager.
Screenshot 26 - Selecting the license file 12. From the Specify License File dialog box, select the *.lic file provided by Cantata Technology and click Open. 13. The Brooktrout License Manager will display the details of the license key you provided. To close the Brooktrout License Manager click Exit from the License menu.
Screenshot 29 – SR140 licensing status: Cantata Technology and GFI license activated 15. You now need to configure the Brooktrout SR140 settings from the Brooktrout Configuration Tool. To start the Brooktrout configuration tool, from the Start menu click on All Programs ` GFI FAXmaker Brooktrout TR1034 Drivers ` Brooktrout Configuration Tool.
16. From the Brooktrout Configuration Tool check that the settings match your setup. If you need configuration assistance, you can refer to the help included in the configuration tool. Click on the Apply icon in the toolbar and then close the Brooktrout Configuration Tool. Screenshot 31 - Configure lines from the FAXmaker Configuration Wizard 17.
In general, we recommend trying both drivers with your modem and choosing the driver that works best. , The Microsoft Fax modem drivers have wider modem support and 2D faxing, which can give faster fax transmission to some fax machines. You can have a maximum of 2 fax lines using Windows 2000 fax drivers and a maximum of 4 fax lines using Windows 2003 fax drivers! Windows XP only supports 1 fax line. Installing modems using GFI modem drivers Simply plug in the modems.
components’ and check that Microsoft Fax Services option is ticked. 3. Check that the Microsoft Fax service (‘Fax’) is started and set to automatic. You can do this from Control Panel->Administrative Tools->Services applet. 4. Check that the Microsoft Fax printer driver is installed from ‘printers and faxes’ 5. Send a test fax to ensure that it is working. Do this by printing to the Microsoft Fax printer driver.
Installing GFI FAXmaker System Requirements Before you install GFI FAXmaker, please ensure that you meet all the following requirements. GFI FAXmaker FAX Server: • A Windows 2000 or 2003 server machine with at least 256 Mbytes of RAM and an 800 MHZ 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.
GFI FAXmaker client: • Windows 95 or higher. • Windows XP/2000/2003, Windows 95/98/ME or Windows NT Server/ Workstation 4.0. • If using Windows 2000, ensure you have Service Pack 3 or later installed. Installing the GFI FAXmaker server software Before running the installation procedure, please make sure that you are logged on as Administrator. 1. Run GFI FAXmaker set-up by double-clicking on the file faxmaker12.exe. Click Next to start installation. 2.
Screenshot 34 - Selecting your country 6. Select the country in which you are located and click Next. Screenshot 35 - Account name for services 7. Set-up will ask you for an administrator account and password to install the GFI FAXmaker services. , 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 no longer start! 8.
300 MB for fax data storage during operation. The actual disk space used depends on the quantity of faxes being sent. Screenshot 36 - Restart the IIS SMTP service 9. Set-up will need to restart the IIS/Exchange SMTP service. Click Next. 10. 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 printer driver. Click ‘Next’ to proceed.
After this, you have the option of running the GFI FAXmaker configuration wizard, which will guide you through the elementary steps of setting up GFI FAXmaker. Click ‘Finish’ to launch the GFI FAXmaker Configuration Wizard. Running the GFI FAXmaker configuration wizard Screenshot 38 - The GFI FAXmaker configuration wizard The GFI FAXmaker Configuration Wizard will walk you through the basic steps of configuring GFI FAXmaker. Click Next to start the wizard.
Unless you are installing GFI FAXmaker on an Exchange 2000/2003 server, the wizard will prompt you what type of mail server you are using. If you select: • Microsoft Exchange 2000/2003 on another machine or Microsoft Exchange 5.5, the wizard will prompt you for the IP of the Exchange server machine name. The IP is required and not the machine name, since set-up has to allow relaying from the Exchange Server to the GFI FAXmaker fax server machine.
Step 2: Configuring the fax devices Screenshot 41 - Selecting the type of fax hardware to be used with GFI FAXmaker The configuration wizard will now prompt you which fax device (s) you wish to use with GFI FAXmaker. If you use Fax modems: GFI FAXmaker will try to detect modems already installed on your machine. GFI FAXmaker will first try to detect any Microsoft Fax drivers that are installed.
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 ‘Configure lines’ and configure the fax line(s).
Screenshot 44 - Selecting administrator and users from Active Directory The GFI FAXmaker wizard will bring up the standard ‘Select Users or Groups’ dialog and allow you to specify a fax user. Screenshot 45 - 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.
1. GFI FAXmaker will default to the domain controller machine and list all available users. You can enter a different server name and click ‘list users’ if you want to import users from another machine. Screenshot 46 - Importing GFI FAXmaker users from Windows NT or local user database 2. All retrieved users will be listed in the left hand list box. Select which you users will be FAXmaker users and click on the ‘Select’ button. 3. GFI FAXmaker will require a valid email address for each GFI FAXmaker user.
Step 4: Test the mail server connection and start services Screenshot 47 - 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 the GFI FAXmaker MTA (Message transfer Agent). Click Next to continue. Screenshot 48 - Testing your mail server connection – a successful test The wizard will now test the mail server connection.
Screenshot 49 - Mail server test failed If the test fails, the error condition will be displayed 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: This error occurs if you specified that SSL has to be used but the server is not configured for use with SSL. Disable SSL or configure SSL on the mail server.
Solution: This error is normally encountered when the authentication details are invalid. Go back to the SMTP server configuration dialog by clicking the 'back' button in the FAXmaker Configuration Wizard and configure authentication details. If the mail server test was successful, you can now check if the 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.
Installing the connector on a remote Exchange server machine If you have Exchange Server 2000 or 2003 and have not installed GFI FAXmaker on the Exchange server machine it self, then you must run the GFI FAXmaker installation again on the Exchange server machine. When you arrive at the dialog which asks which FAXmaker components to install, tick only the option ‘Exchange 2000/2003 SMTP connector.
are not retained. After the new installation has been successfully installed, you can continue to configure GFI FAXmaker. Alternatively, you can install GFI FAXmaker to a new directory and configure GFI FAXmaker again. In this case however, fax device and line settings will not be retained Entering your License key after installation If you have purchased GFI FAXmaker, you can enter your License key in the General > Licensing node.
Installing the clients Introduction to the GFI FAXmaker client software After installing the Fax server, you can already send faxes by sending an email and addressing the email correctly. However if users wish 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 driver, fax viewer and the optional GFI FAXmaker Fax message form.
Screenshot 52 - Choosing the language 2. You will be prompted what language you want the client to be installed in. Note that the setup will remain in English, but if you select a different language the FAXmaker Fax Message form will appear in the selected language after installation. Screenshot 53 - Which Message form 3. You will be prompted whether you want the Outlook New message form or the FAXmaker New Fax form to appear after a user prints to the FAXmaker printer driver.
then use this form in case he wants to set particular options which are more difficult to do from the Outlook New Message form. Screenshot 54 - Specifying mail server 4. If you selected the FAXmaker New Message form or both, set-up will prompt you for the type and name of your Mail Server. If you select Lotus Notes or SMTP/POP3 Mail server, you will also have to enter the name of the fax mailbox. If needed, tick the ‘My mail server requires authentication’ tick box to configure authentication options.
Authentication’. Enable ‘Logon using Secure Password Authentication (SPA)’ to have the FAXmaker Fax Message form use the current Windows account name and password credentials. Note that SPA requires that your mail server supports SPA. If your mail server does not support SPA specify account name and password to use. NOTE: These settings are identical to Microsoft Outlook Express and in fact the FAXmaker Fax Message form uses the same Windows API (CDO) as Microsoft Outlook Express.
Screenshot 57- Specifying the email address If Active Directory is not present, or GFI FAXmaker fails to obtain the e-mail 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 following options on the command line of the MSI file.
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= : This account name is used for SMTP authentication. (Ignored if USEAUTH=0) SMTPPASSWORD= : The password required for the account above.
2. Click on the Add button to add a single computer, or click on the select button to select a range of computers on which to deploy the custom software. NOTE: You can also select which machines to deploy custom software on from Security Scanner node and the Tools > Enumerate Computers node. Step 3: Specify software to deploy Click on the Add… button in the “Patches:” section to specify the source location of the MSI file.
'Add/Remove Programs' should only be used for installations that do not support Terminal Services. 3. It will detect Terminal server and install the GFI FAXmaker client accordingly.
Configuring Fax 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 probably 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.
fax device you are using and these are described at the end of this chapter. Setting up fax lines for an ISDN card Screenshot 60 - Adding an ISDN channel 1. After you clicked the ‘Add’ button in the Lines/Devices dialog, the ‘Add fax line’ dialog will appear, which requires you to specify the fax line, device type and the physical fax port on which this fax line is connected. Select the first available fax line number. 2. Now select your device type.
Screenshot 61 - FAXmaker Lines/Devices Configuration – Adding ISDN1B1 to the configuration. 4. The device/line properties dialog appears. Now select the ISDN card that you are using in the ISDN type list box. 5. In the MSN/DID numbers list box you should 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’.
, After making any changes to the FAXmaker Lines/Devices configuration make sure to restart the 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. 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 that you should enter depends on the ISDN configuration.
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 line card, you can select two channels for each card. If you want to use channel 1, select ‘Brooktrout channel 1 (BROOKTROUT1)’. Screenshot 63 - Brooktrout device options 4. The device/line properties dialog appears. Now select the Brooktrout card that you are using in the Card type list box. 5. Select the correct ‘Line Capabilities’ option for your card.
Setting up fax lines for the Brooktrout SR140 Screenshot 64 - Adding a Brooktrout channel 1. When you click Add in the Lines/Devices Properties dialog box, the Add fax line dialog box is displayed. Here you must specify the fax line, device type and the fax port on which this fax line is connected. 2. From the Available fax lines list select the first available fax line number. 3. From the Device type list select the Brooktrout entry with the number of channels you licensed from Cantata Technology. 4.
Screenshot 65 - Brooktrout device options 7. Select the correct line capabilities option for your card. For ISDN DID fax routing choose DID/ISDN. For Analogue DTMF routing choose DTMF. 8. If you plan to use fax routing to route faxes to 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.
Setting up fax lines for a fax modem Screenshot 66 - Adding a modem channel 1. After you clicked the ‘Add’ button in the Lines/Devices dialog, the ‘Add fax line’ dialog will appear, which requires you to specify the fax line, device type and the physical fax port on which this fax line is connected. 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.
Screenshot 67 - The modem device tab 4. The device/line properties dialog appears. If you selected to use the Microsoft Windows fax drivers, there are no options 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.
Line options Screenshot 68 - The line options tab The line options tab allows you to specify various options, including Maximum 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: • 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.
Advanced options Screenshot 69 - The advanced line/device options This tab allows you to configure auto print, backup location & format options and number of DID/MSN digits to capture.
The auto print option allows 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-up printers’. If you want your faxes to be auto-fitted, select ‘Nearest 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.
Configuring Fax routing Introduction to fax routing An important ability for Network fax packages is to be able to determine the right recipient of an incoming fax. GFI FAXmaker supports several ways of achieving this. Each method has its advantages and disadvantages. Overall, DID routing is preferred for larger installations, and MSN and Line routing for smaller installations. In this paragraph we discuss all the routing methods, their advantages and their requirements.
fax number range to the ‘s-bus device’. Your PABX may require either spare digital ports or an expansion card for this capability. FAXmaker configured for DID behind a PABX , Check with your telephone technicians to ensure that the PABX will be compatible with an ISDN fax solution before purchasing any ISDN hardware. Sample PABX configurations can be found on the Cantata Technology website (Knowledge Base Article #1457).
• If using a separate DID trunk: A Brooktrout TR114 TR 1034 DID card (approx. cost $2000) • If using DID lines from your PBX: any Brooktrout TR 114 or TR 1034 card. Ensure that they support your PBX and that you have a knowledgeable phone technician who is able to configure this for you. For information on this contact Cantata Technology. MSN routing (ISDN only) This method is similar to DID routing, however it uses the available MSN numbers instead of dedicated DID numbers (ISDN only).
FAXmaker fax server for backward compatibility reasons. We no longer recommend it. General routing options Independent of what routing method you use, you must set-up general routing options. Screenshot 71 - Routing properties – specifying default fax routers Specifying default routers 1. In the GFI FAXmaker configuration program, right-click on the Routing node and select 'Properties'. This will bring up the routing properties dialog.
‘Receive all faxes’ tab will receive ALL faxes, whether they have been routed or not. TIP: Use the Receive all faxes feature to create an exchange store/public mailbox of all inbound faxes. Creating printers to route to Screenshot 72 - 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 printer. If you wish to do this, you must define the printers that you wish to use in inbound routes centrally.
2. Now double-click on the printer in the right-hand pane. The general properties dialog appears. This allows you to 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, independent 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.
Screenshot 73 - Setting up the Backup2Folder feature Using this feature, each fax received will have a time-stamped file name which is used for 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 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 website for more information how to configure your card correctly for a particular PBX. Adding DID/DTMF routes 1. Right click on the Routing > DTMF/DID node, and select 'New DTMF/DID route' Screenshot 74 - Creating a new DID route 2. Now enter the users’ routing number (or virtual fax number).
3. Now 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 DID extension number. Screenshot 76 - Selecting a printer to auto print a fax on 4. You can also specify that any faxes received on this route should be printed on a particular printer.
"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. Important: The configuration will link the user name specified to 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.
Screenshot 78 - Creating a new MSN route 2. Now select from the list of available MSN numbers and click OK. The MSN number will appear in the right pane of the GFI FAXmaker configuration. 3. Now 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.
Screenshot 79 - OCR Engine Configuration - Specifying fax report and language options 2. Right click on the Routing > OCR node, and select 'Properties' to set up the OCR routing text matching engine options.
Screenshot 80 - General OCR Configuration - Specifying matching ratio and intelligent routing option Matching 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 quality of the fax. If the fax is of bad quality, OCR will not recognize all the letters on the fax.
Screenshot 81 - New search phrase - Creating a new OCR search phrase 2. Now enter the phrase that you wish the OCR routing engine to look for and click OK. 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.
Screenshot 82 - Setting of Public Folder Permissions 2. Set the necessary permissions to the public folder created, by rightclicking on the Public Folder > Properties > Permissions > Client Permissions. It is important that the Anonymous and Default permissions be set to at least Contributor. This will allow FAXmaker to deliver faxes to the Public Folder. You should also set required permissions to each User / Group that will require access to this folder.
Screenshot 83 - 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 public folder and select properties. The public folder properties dialog will show up. The new email address will be listed in the tab ‘email addresses’. You can change the address if you want.
Screenshot 84 - Getting Public Folder visible in Address Lists. 4. From the Exchange Advanced tab un-check the ‘Hidden from Exchange address lists’ check box and click OK. 5. Create an Exchange mail enabled user using Active Directory Users & Computers.
Screenshot 85 - 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 FAXmaker configuration > Licensed Users/Groups, add the newly created user as a FAXmaker user. 8.
Screenshot 86 - Open up the public folder properties 2. From the Exchange Administrator open the properties of the public folder you just created. Screenshot 87 - Folder properties 3. Select the Advanced tab and make sure that ‘Hide from address book’ check box is cleared. 4. Now create a new mailbox from the Exchange Administrator File | New Mailbox… 5. In the Mailbox properties select ‘Delivery Options’ tab.
Screenshot 88 - User delivery options 6. Specify an Alternate Recipient by setting the Radio button as shown below and click on the Modify… button. 7. In the dialog that opens select the Public Folder item created in Step 1 from the Global Address list. And click OK. 8. Save changes for the newly created mailbox. 9. Now configure the newly created email address as a GFI FAXmaker user. Right - click on the licensed user node and select New Licensed user/group.
Configuring 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: 1. Right click on the Routing > Line node, and select 'New Line route' Screenshot 89 - Creating a new Line route 2. You can now select from the lists of available PHYSICAL fax lines. Select a line and click OK. The new line route will appear in the right pane of the GFI FAXmaker configuration. 3. Now double-click on the line route in the right pane.
2. Now enter a CSID number and click OK. The CSID number/phrase will appear in the right pane of the GFI FAXmaker configuration. 3. Now double-click on the CSID number/phrase in the right pane. This will bring up the CSID route options. 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 printer on which the fax must be auto printed if received on this route. To do this, select the appropriate printer in the printers tab.
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 built in conversion engine for PDF, HTML, PNG, GIF, JPG, RTF, TXT documents. To convert Microsoft Office attachments you need to have Microsoft 97 or higher installed on the FAX Server computer! When installing Microsoft Office on the Exchange server, do NOT install Microsoft Outlook.
Test that you can print the document via windows 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 1. Ensure that Microsoft 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.
Field information first name: can be empty last name: can be empty company: can be empty department: can be empty fax number: can be empty voice number: can be empty e-mail address: required - must be unique. If using Networks mode, append @FAXmaker to the user name, and use this as the email address. display name : required; cannot be empty internet e-mail address : can be empty NOTE: After importing FAXmaker users, you must restart the FAXmaker MTA.
3. If your mail server requires authentication, specify authentication details. POP3 connector Screenshot 93 - The POP3 connector If you have Lotus Notes/Domino or an 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: 1. Tick ‘Enable POP3 connector’ to enable collection of faxes and SMS via POP3. 2.
Screenshot 94 - Sending options Enhance fax image when sending normal resolution faxes: By enabling this 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.
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.
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-cutting 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.
Screenshot 97 - Dialing 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.
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 country 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, for example 00 or 011.
(*) in the exchange section, 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 enter the 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.
Screenshot 99 - Transmission report options 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 file 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.
set in the Stamping tab. The dialogs are identical. The following options are available: Screenshot 100 - Header/Footer/Stamping properties dialog Font: Select the font, size and alignment that you wish the header/footer to be formatted in. Note that the formatting options can be different for the header and the footer. To have different formatting for the header or footer, simply select the header or the footer field – then select the appropriate formatting options.
Screenshot 101 - Fields dialog • Default From Global fax header specified in the fax line options. • Default 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 specify a name or company, this field will include the recipient's fax number. • Time, date & pages Information is taken from your machine settings.
Junk Fax filter Screenshot 102 - The junk fax filter options A handy feature is 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, simply enter the senders FAX ID in the Junk fax filter list. This will cause GFI FAXmaker to delete the fax automatically, and not route it.
Call blocking Screenshot 103 - 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 call-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).
pricing and ordering information, please visit our website at www.gfi.com Installing the OCR module After you have purchased and downloaded the OCR module: 1. Run Setup.exe from the OCR directory of your CD-ROM or from the directory you unzipped the downloaded file(s) to. You will be asked to close all programs. Click Next. The module will now be installed automatically. 2. You can now configure OCR from the Advanced > OCR node in the FAXmaker configuration.
Enable spell checking and correction: If you enable this option, the OCR engine can improve the accuracy by spell checking the text. Miscellaneous options Screenshot 105- Advanced options The miscellaneous options node can be found under the advanced node. It contains the following options: Unlimited user options NOTE: These options are only applicable to the unlimited user version of GFI FAXmaker.
Disable batch processing – if you are using an intelligent fax board, you can speed up the fax send process by disabling batch processing. This is not required because the faxing process is off loaded from the host processor. Auto-print options Force 1:1 printing – this option does not scale the fax at all. This might mean that some faxes are not completely printed because the received fax is larger then the paper in the printer.
Screenshot 106- Public contacts node To enable retrieval of the company name from one or more public contacts folders: 1. Ensure that you have a working profile, configured as the default profile, to connect to your Exchange Server. If you have installed GFI FAXmaker on a separate machine, you have already configured a profile for Microsoft Outlook. If you have installed GFI FAXmaker on the Exchange Server, then you will probably need to create a profile. You can do this from the Windows control panel.
5. After you have entered the list of your public contacts folders, click on the Test button. GFI FAXmaker will try to query the listed public contacts folders. If the test is successful, you can click OK. If it is not successful, the default profile has not been created or does not have permission to access the contacts folders. Ensure that the account you use during creation of the profile has access to the public contacts list. Screenshot 107 - Creating a profile 6.
Screenshot 108 - Entering a license key The GFI FAXmaker License key is requested during installation. However, if you wish to change it afterwards, for example because you are upgrading the number of users, or you are upgrading the evaluation version to a full version, you can enter the License key in the General > Licensing node. GFI FAXmaker is licensed based on number of users who wish to send and receive faxes.
Click on the “Check for on-line updates…” button to connect to the GFI web site and check for a newer build of GFI FAXmaker. GFI MailEssentials. This node links to the main web page of GFI MailEssentials. GFI MailEssentials for Exchange/SMTP offers spam protection at server level and eliminates the need to install and update anti-spam software on each desktop.
Screenshot 110 - Archiving to an email archiving package 1. In the GFI FAXmaker configuration, right-click on the archiving node and select properties. This brings up the Archiving properties dialog. 2. In the Mail Archiving tab tick the faxes that you want to archive. You can archive received, sent and failed faxes. 3. Specify the e-mail address to which all faxes should be sent. The email body will include the transmission report and the fax as attachment.
Screenshot 111 - Archiving properties To archive faxes to a database: 1. In the GFI FAXmaker configuration, right-click on the archiving node and select properties. This brings up the Archiving properties dialog. 2. In the database archiving tab, tick ’Enable archiving’ to switch on archiving of faxes.
Screenshot 112 - Database configuration 3. Click on ‘Setup Database’ to configure the database where faxes should be stored in. In the Database configuration dialog you can choose between Microsoft SQL or Microsoft Access. Although you can archive mail to an access database file, this is not very practical, considering the amount of data that will be archived. NOTE: FAXmaker archiving requires mixed mode authentication to be enabled on the SQL server. 4.
Configuring Cover pages Introduction to cover pages Cover pages are used to format the fax message text on. Whenever a user writes a message in the fax message form or the e-mail client, GFI FAXmaker will format the message body on to a cover page. There are 2 types of cover pages in GFI FAXmaker: • Cover page: a cover page includes the message text and/or recipient/sender details.
2. Now enter a display name for the cover page. Then select a cover page file from the list of available cover page files. If you have designed a custom cover page file, add it to the file list first using the 'Add from file' button. 3. The cover page will appear in the right pane. Now double-click on the cover page entry in the right pane. This will bring up the Cover page options. Click on the users tab and select to which user(s) this cover page will be assigned.
Screenshot 115 - General cover page options Right clicking on the main cover pages node allows you to configure the preferred format for the message body for cover pages and front cover notes. By default GFI FAXmaker will take the HTML message body format and insert it into the HTML cover page. If no HTML message body format is available, it will take the text body. If only an RTF message body is available, it will convert it to text first.
Screenshot 116 - Cover page/ Front cover note options If you right click on the cover pages > cover pages node, or the cover pages > front cover notes node, you can configure the following options for either the cover pages or front cover notes: Cover pages will be sent only if message text is present: If you check this field, GFI FAXmaker will only include a cover page when users type in a message text.
Company: [r_company] 3. After you have finished designing your cover page, you can add it by creating a new cover page, and specifying the file in the 'Add from file' button, located in the New Cover page dialog. 4. We recommend that the HTML encoding for your designed cover page is set to UTF-8. This is necessary if you wish to use international characters.
Fax server monitoring The GFI FAXmaker monitor Screenshot 117 - The GFI FAXmaker monitor The GFI FAXmaker monitor can be started from the GFI FAXmaker program group. It can be run on the fax server machine itself, or it can be run remotely.
Viewing the fax queue Screenshot 118 - Queued faxes in GFI FAXmaker monitor The Queued faxes node shows you all faxes that are waiting to be sent. You can delete faxed from the queue that you wish to cancel. Viewing the Message Transfer Agent status Screenshot 119 - GFI FAXmaker Message Transfer agent status To view the status of the Message Transfer Agent, click on its node.
Outbound Queue: Shows the number of faxes collected by the POP3 connector for queuing to fax server Outbound transfer thread: Shows activity of process that downloads POP3 mail from POP3 mailbox. Last address: Last email address or SMS number used by Message Transfer agent SMS transfer thread: Shows status of thread that prepares and transfers messages to SMS server.
Remote monitoring permissions By default, only administrators will be able to monitor the GFI FAXmaker fax server remotely. If you want additional users to be able to monitor GFI FAXmaker, you must give them either Read rights (to monitor the fax server) or Full Control rights (to monitor & delete faxes) to the ‘fmserver$’ share on the GFI FAXmaker server machine. To give users the necessary rights: 1. Open Windows Explorer on the fax server machine. 2.
Screenshot 122 - Share permissions dialog 5. To add more users or groups to the Permissions tab, click Add. 6. Select the user or group you wish to give permission and select the Type of Access you wish to give: • Read: if you only wish the user to be able to view the Fax server monitor and fax queue. • Full Control: if you also wish the user to be able to delete faxes from the fax queue. 7. Click OK to close the Tab.
NetPrintQueue2FAX Introduction to Netprintqueue2FAX The Netprintqueue2FAX feature allows you to embed the fax number in the document to fax. This way, you can print to fax from almost any application, from anywhere in the network, without having to enter the fax number separately in the GFI FAXmaker fax form or Outlook. This feature is especially handy for accounting applications – simply by embedding the fax number in the document, for example an invoice, a fax can be sent.
Configuring the Netprintqueue2FAX feature Screenshot 123 - NetPrintQueue2FAX configuration You can access the configuration by right clicking on the node in the GFI FAXmaker configuration and selecting properties. Configuring search fields You must specify the search fields, or strings that will precede the recipient name, company and fax number strings. GFI FAXmaker will search for these fields.
Installing the printer driver on the clients machine If you wish to use the NetPrintQueue2FAX feature on the clients machine, you must install the printer driver on the client machine. This is exactly the same procedure as for any other Windows network printer driver. To install the printer driver: Screenshot 124 - Adding the printer 1. On the client machine, from the start menu, go to Settings > Printers > Add Printer. Select Network printer and click 'Next'. Screenshot 125 - Locating the printer 2.
Screenshot 126 - Browsing for the printer driver on the Fax server machine 3. This will bring up all the available network printer drivers. Now browse to the machine on which GFI FAXmaker has been installed. The NetPrintQueue2Fax printer driver will show up. Select this printer and click Next. Screenshot 127 - NetprintQueue2FAX printer driver installed 4. The printer driver will be installed and show up in the printers folder. Now users can print to this printer driver from any application.
Note that the user must be a GFI FAXmaker user! Screenshot 128 - A document ready to be printed toNetPrintQueue2FAX Sending a fax broadcast using NetprintQueue2FAX The NetPrintQueue2FAX feature can also be used to easily send out fax broadcasts. Simply setup your mail merge in Microsoft Word, ensure that the recipient information is included in each page and include at the end of a document a so called fax separator. To send a fax broadcast using the Microsoft Mail merge feature: 1.
Screenshot 129 - Merge to printer 5. When your merge is set-up, merge to the printer. After the mail merge is created, print to the NetPrintQueue2FAX printer. GFI FAXmaker will pick up the job, separate out the print job to individual fax transmissions and send out the broadcast. Use Text API commands In addition to embedding recipient information in the document, you can also add further commands at the top of the document to schedule a fax, specify resolution etc.
The SMS gateway Introduction to the SMS gateway GFI FAXmaker 12 includes an e-mail to SMS/texting gateway, allowing users to send SMS/text messages from Outlook. SMS is very popular, and is increasingly used for business purposes as well. What is SMS? The Short Message Service (SMS) is the ability to send and receive text messages to and from mobile telephones. The text can comprise of words or numbers or an alphanumeric combination. SMS was created as part of the GSM Phase 1 standard.
• Use a supported GSM modem connected to the GFI FAXmaker fax server machine. Or • Subscribe to a supported web based SMS provider We recommend using a GSM SMS modem, since then you can send messages even when your internet connection is down. Furthermore you can also receive messages, which is not possible using a web2SMS service. Supported mobile phones/GSM devices For the latest list of supported mobile phones and GSM devices, please see the following GFI knowledge base article at: http://kbase.gfi.
Screenshot 130 - Configuring SMS users 3. After you have configured the users, you need to enable the SMS gateway. Right-click on the SMS node and select properties. Click on ‘Enable SMS gateway’. Now choose how you wish to send SMS messages. Select: • Inbuilt SMS server (Requires compatible mobile) • Generic SMS service provider template • Clickatell Web2SMS service If you chose using the inbuilt SMS server, go to the paragraph ‘Configure the SMS server’.
Screenshot 131 - SMS options 4. In the SMS options tab you can configure: Send multiple SMS messages – Select this option if you want messages that are longer then the allowed length to be split up into multiple SMS messages. If yes, then you must specify a maximum of SMS messages allowed. Append user information to outgoing SMS message – This option allows you to add one of the following sender information fields either before or after the SMS message: Display Name, Name, Surname, Company or Department.
template via SMTP. This template allows you to configure how the SMS message is forwarded via e-mail to your SMS service provider. Basically you can control how the message and number will be inserted into the body of the mail, and through which SMTP server and to which email address the email has to be sent.
how the SMS will have to be forwarded and with what characters or strings you have to identify the number and message text. Configuring the Clickatell service To configure the Clickatell service, right-click on the SMS node and tick the ‘Enable SMS gateway’ option. Select ‘Clickatell Web2SMS service’. Screenshot 133 - Configuring the Clickatell service The following fields have to be filled in: API Identifier: This ID is assigned to you by Clickatell upon sign up.
Configuring the SMS server If you have selected to use a GSM device, rather then a web based service, you have to set-up the SMS server, which communicates directly with the GSM devices to send and receive SMS messages. There are two engines that can be used to use GSM hardware directly. The GFI simple inbuilt GSM server and the inbuilt GSM server. The former is developed and maintained by GFI and the latter uses a 3rd-party engine only recommended as a second choice.
numeric value. Valid values are 2400, 4800, 9600, 19200, 38400 and 57600. Make sure to check with the device manufacturer for the best baud rate that the device can be used. Some devices can only communicate at a set speed for example 9600bps. Initialisation String: This is an optional field that only needs to be set in case of a problem. Configuring the Inbuilt SMS server To configure and use the Inbuilt SMS server, right-click on the SMS node and select 'Properties'.
Screenshot 136 - General GSM Mobile Phone Properties 3. The GSM Mobile Phone Properties dialog will be shown. In this dialog, the following options have to be configured: Mobile model: Check if the mobile that you are using is specified in this list and if yes, select it. This will automatically set the Advanced options of the GSM mobile phone. If your mobile number is not listed, select "Generic Mobile (AT+C command set)". Now enter: SMS Service Center Number: Mobile network provider's SMS Center Number.
Screenshot 137 - Advanced GSM Mobile Phone Properties 4. If you have selected a "Generic Mobile (AT+C command set)" mobile, go to the Advanced tab to set up the mobile configuration. In the Advanced tab, the following options have to be configured: Initialization string: Input the Initialization string for the mobile device. Baud rate: Enables you to select how fast you want information transferred through the port.
Screenshot 138 - In-built SMS Server Options 5. Once the mobile is set up, the "In-built SMS Server Properties" dialog will be displayed. The GSM Devices tab contains the list of configured GSM mobiles. The Options tab contains the following options: Send outgoing SMS messages: Enable this option to send SMS messages. Receive incoming SMS messages: Enable this option to receive SMS messages. If this option is not enabled, the SMS messages will remain in the mobile phone.
Routing received SMS messages The SMS gateway can receive and route SMS messages as well. This option is only available if you are using a mobile phone to send and receive SMS messages. To switch on receiving of SMS messages, enable receive messages in the SMS server options dialog. Optionally SMS messages can be routed according to the logic described below.
1. The recipient's mobile is associated with the sender and a default expiry date of 5 hours is given to the association. The association will not expire if the mobile number is only assigned to one sender. Any received SMS messages from the associated mobile number will be routed to the original sender. 2. In the case where a second person sends an SMS message to an already associated mobile number, the system makes a second association to this sender based on the same rules.
Using the GFI FAXmaker SMS form You can also use the GFI FAXmaker SMS form. This form will save you having to type in the SMS number: When you select a recipient, GFI FAXmaker will automatically retrieve the mobile number of the contact. You have to ensure that the recipient’s mobile field is filled in.
Advanced use Installing GFI FAXmaker in a Microsoft Exchange cluster environment To install GFI FAXmaker in a Microsoft Exchange cluster environment, you need to do the following: 1. Install GFI FAXmaker on a machine that does not form part of the cluster. NOTE: The Microsoft Exchange cluster can either be Active/Active or Active/Passive. 2.
The GFI FAXmaker Call accounting module/Log viewer The Log view utility allows you to keep track of all outgoing faxes and manage the costing for each fax, user, or recipient. The log view utility is not included in the GFI FAXmaker set-up, it has to be downloaded separately from the GFI website. Setting up the Call accounting/Log viewer module 1. Set up ODBC in order to be able to export the log to an Access database. This can be done as follows: a. Open the Control Panel. b.
Screenshot 141 - ODBC Microsoft Access Set-up h. Click OK in the ODBC data source administrator. 3. You will now be able to start up the Log viewer from the GFI FAXmaker program group.
Currently the HP Digital Sender 9100C and 8100C are supported. Note that the 8100C needs to have a LAN fax firmware upgrade to be used with GFI FAXmaker. Screenshot 143 - HP Digital sender set-up To allow faxes to be sent from an HP Digital sender: 1. In the HP Digital sender link applet, go to the Inbox page(tab). In ‘Path to receive inbox', enter a directory where the HP Digital Sender will pick up the fax information files. Make sure that you check the 'enable receive' option.
2. Now go to the GFI FAXmaker configuration program, Advanced > HPDS node and right click to bring up the properties. Enable the Scan folder for HPDS files option and enter the directory you specified in the HP Digital sender app, plus add a subdirectory called '\HPFSCAN' to the path. For example, if you have set a directory 'c:\hpdsfaxes' in the HP Digital sender link applet, you would specify 'c:\hpdsfaxes\HPFSCAN' in the GFI FAXmaker configuration. 3.
Sender last name: Sender first name: Sender name: Sender company: Sender department: Sender email address: Sender fax number: Sender phone number: Remember that not all fields are supported for each report! Internet site http://www.gfi.com Tips for using GFI FAXmaker and further information regarding technical support can be found on our website: http://www.gfi.com.
The GFI FAXmaker API's Introduction to the GFI FAXmaker API's GFI FAXmaker allows you to submit faxes automatically to the queue from your application via these methods: 1. The Netprintqueue2FAX feature 2. The Text API NetPrintQueue2FAX The Netprintqueue2FAX feature allows you to embed the fax number in the document to fax. This way, you can print to fax from almost any application, from anywhere in the network, without having to enter the fax number separately in the GFI FAXmaker fax form or Outlook.
Screenshot 145 - The text api properties 2. Now enable ‘Scan folder for text files’ and enter the folder name in which all files (to be faxed out) will be saved. 3. Now specify a cover page onto which the text in the text file must be formatted by selecting an appropriate cover page from the list box. To send out a text file automatically: 1. Create a text file with your message text in it. 2.
4. Save the text file in the directory. Make sure the file is saved with the extension .txt. 5. The fax server will now start processing the file, and rename it with the extension .tmp. 6. If the fax is transmitted successfully, the extension of the fax file name will be changed to *.ok. If the fax has failed, the extension will be changed to *.err. The *.OK and *.ERR files may be viewed using a normal text editor.
For example: ::fh=John Doe or ::faxheader=John Doe With this option you can set a custom personal header, which will be added to the default fax header at the top of the fax. To specify high or normal resolution ::H or ::high ,or ::N or ::normal For example: ::H ‘H’ stands for high resolution (200 * 200 dpi) and ‘N’ for normal resolution (200 * 100 dpi). To schedule a fax ::YYYY-MM-DD-hh:mm:ss For example: ::2005-04-21:16:05:00 Specify year as 4-digits for 'YYYY' and 2-digits for the rest.
GFI FAXmaker will try to send the fax on the line specified. However, if the line is busy or unavailable, it will send it on another line. To demand which fax line to use ::dl=linenumber For example: ::dl=1 GFI FAXmaker will only send the fax on the line specified. If the line is busy, the fax will not be sent until the line is available.
Screenshot 146 - Send a fax using multiple options , Remember that prior to using fax options, you must ensure that you have actually stored the attachments and cover pages that you are using. , GFI FAXmaker is case-insensitive. This means that it does not matter whether you type your text in capitals or not.
The Exchange 2000/2003 SMTP connector About the Exchange 2000/2003 SMTP connector Set-up configures a SMTP connector for GFI FAXmaker fully automatically. This SMTP connector is a completely standard Exchange SMTP connector, but pre-configured with options required by GFI FAXmaker to operate properly. In fact the connector can easily be created manually as described further on in this chapter. To access the connector go to: 1.
The Exchange server must be configured to forward all mails sent to the faxmaker.com and smsmaker.com domains and the fax: address space to the GFI FAXmaker server. To do this: Screenshot 147 – Connectors node 1. Create an SMTP connector that forwards mail sent to faxmaker.com, smsmaker.com and fax: to GFI FAXmaker. Start up Exchange System Manager and go to the Administrative groups > routing groups node. 2.
3. Now select the option "Forward all mail through this connector to the following smart host", and type in the IP of the GFI FAXmaker server enclosed within square brackets [ ] (e.g.: [100.130.130.10]. You can also specify the FAXmaker server name if you wish Screenshot 149 - Adding a bridgehead 4. Now click on the ‘Add’ button in the local bridgeheads section, and select the default virtual SMTP Server instance. Screenshot 150 - Adding SMTP as address space 5.
Screenshot 151 - Specifying FAX as an address space 6. Now specify ‘FAX’ in the type edit box. Leave ‘Cost’ and ‘Address’ as they are. This will forward all mails addressed to fax: (the default MAPI addressing format for fax) to the GFI FAXmaker server. Click OK. Now repeat this process for SMS too. Screenshot 152 - Adding SMTP as an address type 7. To allow users to send faxes and messages using the SMTP format @faxmaker.com and @smsmaker.
Screenshot 153 - Specifying faxmaker.com 8. Now specify the faxmaker.com domain by entering ‘*faxmaker.com’. This will forward all mails for faxmaker.com to the GFI FAXmaker server. Repeat this step for the smsmaker.com domain too. Click OK.
Screenshot 154 - The address space tab 9. The address space tab should now look like in the screenshot. In the connector scope section, you can select ‘Routing group’ to limit this connector to a particular routing group. Click OK to create the connector. Screenshot 155 - Exchange system manager with the custom connector The custom FAXmaker connector will now route all mail sent to the MAPI [fax:] address and mail sent to the faxmaker.com or smsmaker.com domains to the GFI FAXmaker server.
• Using the MAPI fax: & sms: format (which outlook uses when you select a Business Fax recipient). • By sending the mail to @faxmaker.com or in the case of sms/text messages to .
Configuring Exchange Server 5.5 for faxing Introduction GFI FAXmaker 12 allows faxes and sms’s to be sent and received by all users on legacy Exchange 5.5 servers. To allow users to do this, the Exchange 5.5 server must be configured to forward all mails sent to the faxmaker.com and the smsmaker.com domains to the GFI FAXmaker server. For more information on how GFI FAXmaker integrates with Exchange 5.5 please see the chapter ‘GFI FAXmaker an overview’.
Screenshot 157 - The email domains dialog 3. In the ‘Message Delivery’ section click on the ‘E-Mail Domain…’ button. This brings up the E-mail Domains dialog. Screenshot 158 - Edit e-mail domain dialog 4. Now click ‘Add…’ to bring up the ‘Edit E-Mail Domain’ dialog. Set the E-Mail Domain field to faxmaker.com 5. Select the ‘Forward all messages for this domain to host’ option and in the edit box underneath it enter the IP address for the machine hosting the GFI FAXmaker fax server. Click OK.
Screenshot 159 - New address space 8. In the ‘New Address Space’ dialog that opens select SMTP and click on OK. Screenshot 160 - Configuring SMTP address space 9. In the SMTP Properties dialog that opens fill the fields under the General tab as follows: • E-mail domain: * • Cost: 1 Click OK to confirm changes. GFI FAXmaker for Exchange/SMTP Manual Configuring Exchange Server 5.
Screenshot 161 - The Internet Mail Connector configured for GFI FAXmaker 10. The settings in the ‘Address Space’ tab should be as shown in the screen shot. Click OK to save all changes. Restart the IMS service from the control panel for the new settings to take effect. The connector is now configured to forward all mails to faxmaker.com and smsmaker.com to the GFI FAXmaker fax server. Disabling RTF for the faxmaker.com and smsmaker.
Screenshot 162- Internet Mail Service properties 1. From the Exchange Administrator Open the IMS connector object. Select the ‘Internet Mail’ tab. Click the ‘E-Mail Domain…’ button. Screenshot 163 - Email domain 2. In the ‘E-Mail Domain’ dialog that opens click on ‘Add…’ GFI FAXmaker for Exchange/SMTP Manual Configuring Exchange Server 5.
Screenshot 164 - Add Email domain 3. In the ‘Add E-Mail Domain’ dialog enter the ‘E-Mail Domain:’ as faxmaker.com. Click on ‘Advanced options…’ button. Screenshot 165 - Advanced options 4. In the ‘Advanced options…’ dialog set the ‘Send Microsoft Exchange rich text formatting:’ to Never. Click OK to confirm changes in ‘Advanced options…’. Click OK to confirm changes in ‘Add E-Mail Domain’. 5. Repeat this process for the smsmaker.com domain. 6. Now click OK to save all changes.
Configuring GFI FAXmaker for Lotus Notes Introduction GFI FAXmaker can be used as an Email2Fax gateway for Lotus Notes, allowing users to address faxes using the @FAX method and store fax recipients in their Lotus Notes address book. In order to set this up, you must create a dedicated Notes mailbox which will be used by GFI FAXmaker to receive faxes which GFI FAXmaker must send out.
Screenshot 166 - SMTP virtual server properties dialog 4. Select the Only the list below option. Screenshot 167 - Relay restrictions dialog 5. Click the Add… button to display the Computer dialog. Select the Single computer option and specify the IP of the Lotus Domino/Notes Server in the IP address field. Click the OK button. 6. Click the OK button to close the Relay Restrictions dialog.
7. Click the OK button to close the Default SMTP Virtual Server Properties dialog. Step 2: Add a foreign SMTP domain on the Lotus server 1. From the Domino Administrator select the Configuration tab. 2. Click on the Messaging > Domains node. Screenshot 168 - Adding a new domain 3. Click the Add Domain button. 4. From the New Domain page, select the Basics tab. Set the Domain type to Foreign SMTP Domain. Screenshot 169 - Configuring the domain type 5. Select the Routing tab.
6. Under the Messages Addressed to section, set the Internet Domain to: faxmaker.com,smsmaker.com 7. Under the Should be Routed to section, set the Internet host to either the hostname of the FAXmaker server or to the IP of the FAXmaker server enclosed in square brackets, for example [192.168.1.2] Screenshot 170 - Configure the routing settings 8.
Configuring Lotus Domino/Notes server 6 Step 1: Create a mailbox database on the Domino server Screenshot 171 – Creating a new database 1. From the Domino Administrator menu bar, Select File > Database > New 2. Select your Domino Server, select the mail directory and enter faxmaker.nsf as the filename. 3. Click OK to create the database. The FAXmaker mailbox should then open in the Domino Administrator. Step 2: Configure the Person for the FAXmaker Domino database 1.
Screenshot 172 – Add a person 2. Fill in the following fields: Firstname = Faxmaker Lastname = Mailbox Username = Faxmaker Short name/UserID = Faxmaker Internet Password (Will change to the encrypted password after you enter it) = Choose a POP3 password. Mail System = POP or IMAP MailServer = Domino Server name Internet Address = The email address which will be able to receive email on the server. 3. Click Save & Close. Step 3: Give the FAXmaker Person permission on the FAXmaker database 1.
Screenshot 174 – Configuring permissions 3. Click Add and Add the FAXmaker user created in Step 2. 4. Select the FAXmaker Person. 5. On the Attributes section select User type: Person, Access: Manager. 6. Tick the Delete Documents permission checkbox. 7. Click OK. Step 4: Remove default $POP3 View Faxes delivered to the FAXmaker database with by Foreign Domain (i.e. 123@fax) will automatically be routed to the sent items folder of the Mailbox.
Screenshot 175 – Removing the default POP3 view 4. Double-click the $POP3 View. Click OK to the warning prompt. 5. Select the following two lines and delete them from the $POP view object. DEFAULT DeliveredDate := “”; SELECT DeliveredDate != “” 6. Save the changes and exit Domino Designer. Step 5: Add the FAX Foreign Domain 1. Load Domino Administrator. 2. Select the Configuration tab. 3. Select Messaging\Domains. 4. Click Add Domain. 5. Select Foreign Domain for Domain Type 6.
1. Select the Configuration Tab > Messaging > Configurations. 2. Click Edit Configuration on the server with the faxmaker mailbox. 3. Select the MIME tab > Advanced Tab > Advanced Outbound Message Options Tab 4. Set RFC822 Phrase Handling to Do not add phrase.
Step 2: Define the database as a POP Mailbox To define the Notes fax database as a POP mailbox: 1. Open the Notes Workspace 2. On the Server, open the server Address book. 3. Click on ‘Add Person’. 4. Under the Basics Tab, in the ‘Name’ section enter a name and password for the Mailbox and set the user name as ‘fax’. Keep note of the password entered. 5. Under the ‘Mail’ Tab, set the Mail system to be ‘POP or IMAP’. 6.
Screenshot 178 - Setting up a Foreign Domain in Lotus Notes 3. Click on ‘add domain’ 4. When the new domain window opens up, go to the basics section and select the Domain type to be ‘Foreign Domain’ 5. In the Foreign Domain name field enter the name of the domain you want to set up (e.g. fax) 6. In the ‘Mail information’ Tab enter your server name (the server where the GFI FAXmaker mailbox is found) in the ‘Gateway server name’ (e.g. fax\gfi). 7.
Now all mails with the domain @fax will be forwarded to the GFI FAXmaker mailbox. Step 4: Modifying the GFI FAXmaker notes mailbox views. After setting up the domain forwarding you would need to set up the GFI FAXmaker mailbox views to allow the GFI FAXmaker MTA to see the forwarded mail. This may be done as follows: 1. Log on the GFI FAXmaker mailbox client from a notes client. 2. Select design, Views. 3. Select ($POP3) and double click on it to open the view.
Configuring the Email2Fax gateway in GFI FAXmaker After configuring Lotus Notes/Domino, all you need to do is set-up the Email2Fax gateway in GFI FAXmaker and ensure that each fax user is configured as a user in GFI FAXmaker. To do this: 1. In the GFI FAXmaker configuration, right-click on the Email2Fax gateway node and select properties. 2. In the General tab specify the name or IP of your Notes/Domino server. This entry will be used to send inbound faxes and delivery reports.
Active Directory in the GFI FAXmaker user database. For more information, please see the paragraph ‘Step 3: Specifying the fax administrator & users’ of the chapter ‘Installing GFI FAXmaker’.
Configuring an SMTP/POP3 server for faxing Introduction If you are using an SMTP/POP3 server, there are 2 ways of setting up the Email2Fax gateway for these mail servers: 1. Create a routing rule on your mail server which routes all messages sent to the faxmaker.com and smsmaker.com domain to the GFI FAXmaker Fax server machine. You will also need to install & enable the IIS SMTP server on the GFI FAXmaker fax server machine.
Screenshot 183 - Email2Fax Gateway setup 3. If you chose to forward all mail via a domain routing rule to the GFI FAXmaker fax server (Option 1), there is no further configuration required.
Screenshot 184 - The POP3 connector 4. If you chose to dedicate a mailbox (Option 2), switch to the POP3 connector tab. Enter your mail server name or IP and the POP3 port (usually 110). 5. Enter the mailbox name and password of the fax mailbox you created on your mail server. 6. Specify the Fax server ‘Sender’ e-mail address: Enter the email address of the POP3 mailbox that is used for the fax server. 7. Specify a login method. 8. Click OK. Now restart the GFI FAXmaker MTA service.
Troubleshooting Introduction The troubleshooting chapter explains how you should go about resolving issues you have. The main sources of information available to users are: 1. The manual – most issues can be solved by reading the manual. 2. The GFI knowledgebase – accessible from the GFI website. 3. The GFI support site. 4. Contacting the support@gfi.com GFI support department by email at 5. Contacting the GFI support department using our live support service at http://support.gfi.com/livesupport.
We will answer your query within 24 hours or less, depending on your time zone. Request support via web chat You may also request support via Live support (web chat). You can contact the GFI support department using our live support service at http://support.gfi.com/livesupport.asp. Ensure that you have registered your product on our website first, at http://register.gfi.com Request support via phone You can also contact GFI by phone for technical support.
GFI FAXmaker ReportPack Introduction About GFI ReportCenter Figure 8 – GFI ReportCenter is a centralized reporting framework GFI ReportCenter is a centralized reporting framework that utilizes the installed product ReportPacks to provide you with a list of available reports that you can generate. The information contained in the report is based on the data collected by the specific GFI product.
example of a ReportPack is the GFI FAXmaker 12.0 ReportPack, further described in the following section. About the GFI FAXmaker 12.0 ReportPack The GFI FAXmaker 12.0 ReportPack is a full-fledged reporting companion to GFI FAXmaker. With the GFI FAXmaker 12.0 ReportPack, you can generate FAX and SMS usage reports per day, week and user. From graphical line usage patterns and estimated cost savings reports for management, to tabular FAX and SMS usage reports for technical staff, the GFI FAXmaker 12.
Screenshot 185 - The GFI ReportCenter management console The GFI ReportCenter management console is split into two panes, the navigation panel to the left of the screen, and the report-viewing pane to the right. The navigation panel consists of the Product Selection list, from where you can select the GFI product ReportPack you want to use, and various panels, as outlined below, through which you can access all the features of GFI ReportCenter.
• Click on the Help panel button to view the quick reference guide in the report pane of the GFI ReportCenter management console. In the report-viewing pane, you can view and analyze generated reports, maintain the list of scheduled reports, and explore the samples and descriptions of the default reports.
Report export to various formats By default, GFI ReportCenter allows you to export reports to various formats. Supported formats include HTML, PDF, XLS, DOC and RTF. You can configure a preferred report output format to be used as a default output format for scheduled reports. When creating or editing a scheduled report, you can choose to use the default output format, or else select another output format for the specific scheduled report.
GFI FAXmaker ReportPack Installation System requirements Install the GFI FAXmaker 12.0 ReportPack on a computer that meets the following requirements: • Windows 2000 (SP4) / XP (SP2) / 2003 operating system • Internet Explorer 6 or higher • .NET Framework version 1.1. Installation procedure The GFI FAXmaker 12.0 ReportPack installation wizard will perform the following operations during the installation process. • Verify that you are running the latest version of the GFI ReportCenter framework.
Screenshot 186 - Installation welcome page 2. In the welcome page, click Next to continue the installation. Screenshot 187 - GFI ReportCenter framework detection dialog 3. If the current version of your GFI ReportCenter framework is not compatible with the GFI FAXmaker 12.0 ReportPack, you will be prompted to download and install an updated version. To download the latest version of the GFI ReportCenter automatically, leave the dialog options as default and click Next.
Screenshot 188 - Check for a more recent build of the GFI FAXmaker 12.0 ReportPack 4. Choose whether you want the installation wizard to search for a newer build of the GFI FAXmaker 12.0 ReportPack on the GFI website. Then, click Next to proceed with the installation. 5. In the license page, read the licensing agreement carefully and then click I accept the terms in the license agreement. Click Next to continue. 6. Enter your Name, Company, and License key.
If you configured GFI FAXmaker to log reporting data into a Microsoft Access database, click Use Microsoft Access and then specify the full path in the Database Path box. If on the other hand, you configured GFI FAXmaker to log reporting data into a Microsoft SQL Server database, click Use Microsoft SQL Server and then specify the server name or IP number of the machine hosting the Microsoft SQL Server in the Database Server box.
9. Specify the product installation path or click Next to leave as default. The installation needs approximately 100 MB of free disk space. 10. The installation wizard is now ready to copy the required files and finalize the installation. To proceed click Install. 11. When all the files are copied, the installation wizard displays the finish page. Click Finish to close the installation wizard and complete the installation. Launching GFI FAXmaker 12.
GFI FAXmaker ReportPack - Default reports Introduction After installing the GFI FAXmaker 12.0 ReportPack, a number of preconfigured reports can immediately be generated on the data stored in the reporting database backend of GFI FAXmaker. These default reports are organized into two categories: FAX Reports: The fax reports group consists of five reports that provide useful information, such as amount of faxes sent and received by each user, as well as amount of faxes sent or received per day or per week.
1. Click on the Default Reports panel button to bring up the list of default reports available. Screenshot 192 – Generating a default report 2. Right-click on the report you want to generate and click on one of the Run for last options. Example: Generating a “Weekly Fax Usage Report” report based on the last 3 months data. 1. Click on the Default Reports panel button to bring up the list of available reports. 2. Expand the Fax Reports node and right-click on the Weekly Fax Usage Report node. 3.
Screenshot 193 - Report generation progress Viewing the generated report GFI ReportCenter displays the generated reports in the report-viewing pane, on the right hand side of the screen. Screenshot 194 – Viewing a generated report Use the toolbar at the top of the report-viewing pane to access common report related functions: Report browsing options Browse the generated report page by page.
Zoom in/Zoom out. Search the report for particular text or characters. Go directly to a specific page. Breakdown the report into a group tree (e.g. by date/time). Print the report. Report storage and distribution options Export the report to a specific file format and save on a disk. Distribute the generated report by email. NOTE: For information on how to configure report storage and distribution options refer to the ‘Configuring Advanced Settings’ section in this manual.
GFI FAXmaker ReportPack - Custom reports Introduction With GFI ReportCenter, you can create custom reports that fit specific date ranges based on the default report templates included in the GFI FAXmaker 12.0 ReportPack. Creating a new custom report To create a custom report: 1. Click on the Default Reports panel button to bring up the list of default reports available. 2.
Screenshot 197 - Report name and description for a custom report 5. In the Date Filters page, you need to specify what period of data you want to include in the custom report. You can either specify a fixed date range, so that the report always includes the same data, or else you can specify a variable date range, for example, for the last 6 months. When you select a variable date range, the data included in the custom report will vary depending on when the report is generated. Click Next to continue.
Screenshot 199 - GFI ReportCenter listing the new custom report Generate a custom report To generate a custom report: 1. Click on the Custom Reports panel button to bring up the list of custom reports available. 2. Right-click on the custom report you want to generate and then click Run.
Editing a custom report To edit the configuration settings of a custom report: 1. Click on the Custom Reports panel button to bring up the list of custom reports available. 2. Right-click on the custom report you want to modify and then click Edit. This will bring up the Custom Report Wizard through which you can make the required changes. For more information on how to use the Custom Report Wizard, refer to the ‘Creating a new custom report’ section earlier in this chapter.
GFI FAXmaker ReportPack Scheduling reports Introduction With GFI ReportCenter, you can schedule reports. You can either schedule a report to be generated once on a particular date or else to be generated periodically starting from a particular date. With scheduling, you can thus automate the generation of reports as well as schedule the generation of reports in off peak hours, such as after office working hours, so that you make the best use of system resources.
Screenshot 202 - Schedule Report Wizard 3. Click Next to continue. Screenshot 203 - Report name and description for a scheduled report 4. In the Name and Description page, provide a descriptive report name and description in the Report name and Report description boxes, and then click Next to continue.
Screenshot 204 - Scheduled report time schedule 5. In the Time Schedule page, select whether you want to generate the report once or periodically. If you want to generate once on a particular date, click Generate this report (once) on the following day/time, then select the date and time from the calendar. If you want to generate this report periodically starting from a particular date, click Generate this report every. Specify an interval amount, and then select a value from the Interval list.
Screenshot 205 - Scheduled report storage and distribution options 6. If you want to save the generated scheduled report on disk, select the Export to file check box. The report will be saved in the format and to the location on disk specified in the Default Scheduling Options dialog box. For further information, refer to the ‘Configuring default scheduling options’ section further on in the manual.
Screenshot 206 - Custom scheduled report storage options 7. If you want to send the generated scheduled report by email, select the Send by mail check box. The report will be sent to the recipients using the SMTP server specified in the Default Scheduling Options dialog box. For further information, refer to the ‘Configuring default scheduling options’ section further on in the manual.
Screenshot 207 - Custom scheduled email distribution options 8. Click Next to continue. 9. If you are scheduling a custom report, go to point 10 below. If you are scheduling a default report, the Date Filters page is displayed so that you can specify a date range for the report. In the Date Filters page, you need to specify what period of data you want to include in the scheduled report.
Viewing the list of scheduled reports Screenshot 208 - List of scheduled reports To view the list of scheduled reports, click on the Scheduled Reports panel button and then click on the Scheduled Reports List node. The following details are displayed: • Schedule Name: The custom name that was specified during the creation of the scheduled report. • Report Name: The name of the default or custom report scheduled. • Last Generation: Shows when the last report was generated.
Screenshot 209 - Schedule activity monitor The activity monitor displays the following events: Information: The scheduled report was successfully generated. Warning: The scheduled report was not generated since the product license is invalid or has expired. Error: The scheduled report was not generated due to some error. Typical errors include: • Errors when attempting to save the generated report to a specific location on disk, for example, out of disk space.
- Indicates that the scheduled report is disabled. - Indicates that the scheduled report is enabled. To enable a scheduled report, follow these steps: 1. Click on the Scheduled Reports panel button and then click on the Scheduled Reports List node. 2. Right-click on the scheduled report you want to enable and then click Enable. Editing a scheduled report To make changes to the configuration settings of a scheduled report: 1.
GFI FAXmaker ReportPack Configuring default options Introduction While installing the GFI FAXmaker 12.0 ReportPack, you configured some default settings that are used by the GFI ReportCenter when distributing reports by email and storing reports to disk, as well as on which GFI FAXmaker reporting database you want to base the reports. If the need arises, you can re-configure these settings from the GFI ReportCenter management console as shown in the following sections.
2. Right-click on the Database Source node and then click Set Database Source. Screenshot 211 - Microsoft SQL Server reporting database 3. Select the reporting database type, from the Database Type list. If you selected Microsoft Access, go to step 5. If you selected Microsoft SQL Server, go to step 4. 4. Specify the machine name or IP address of the server hosting Microsoft SQL Server in the Server box. If you use Windows Authentication, clear the Use SQL Server Authentication check box.
Screenshot 212 – Microsoft Access reporting database 6. Click OK to save the new settings and close the Database Source dialog box. Configuring default scheduling options To configure the default settings the scheduled reports use when distributing reports by email or saving to disk, follow these steps: 1. On the Tools menu, click Default Scheduling Options. 2. Configure the default email options as outlined in point 7 of the ‘Scheduling a report’ section earlier in the manual. 3.
Rich Text Format (.RTF) - Use this format to save the report in a format that consumes less disk space and which allows accessibility through different word processors in different operating systems.
GFI FAXmaker ReportPack - General options Entering your license key after installation If you purchased a license key for the GFI FAXmaker 12.0 ReportPack, enter your License key using the Options ` Licensing node (no re-installation/re-configuration required) NOTE 1: You must purchase a different license key for every GFI product ReportPack to be installed and accessed through the GFI ReportCenter framework. For example, to install both the GFI FAXmaker 12.0 ReportPack and the GFI MailSecurity 10.
Screenshot 215 - Licensing dialog 4. Type in the GFI FAXmaker 12.0 ReportPack license key. 5. Click OK. Viewing the current licensing details To view your current licensing details, click on the Options panel button and select the Licensing node. The licensing details are displayed in the right pane of the management console. Viewing the GFI FAXmaker 12.0 ReportPack version details To view the version information of the GFI FAXmaker 12.0 ReportPack: 1. Select GFI FAXmaker 12.
1. Select the GFI FAXmaker 12.0 ReportPack from the Product Selection list. 2. Click on the Options panel button. 3.
GFI FAXmaker ReportPack - Exporting Settings Introduction This section will show you how to export the settings configured for the GFI FAXmaker 12.0 ReportPack into an XML file. This is useful if you need to take a backup of the favorite reports list and the configured custom and scheduled reports. Exporting settings is also useful if you need to setup an installation of GFI ReportCenter on another machine.
4. Type the full path, including filename with extension XML, in the box provided, to specify where you want the exported settings to be saved. 5. Click OK to start the export process. 6. When the settings are exported successfully, the following dialog box is displayed. Screenshot 218 - Settings exported successfully 7. Click OK to close the dialog box. Importing the GFI FAXmaker 12.0 ReportPack Settings To import GFI FAXmaker 12.0 ReportPack settings, follow these steps: 1.
Screenshot 219 - Import setting dialog box 5. Click OK to start the import process. 6. When the settings are imported successfully, the following dialog box is displayed. Screenshot 220 - Settings exported successfully 7. Click OK to close the dialog box. 8. For the imported settings to take effect, you need to exit GFI ReportCenter, and then start it.
GFI FAXmaker ReportPack - Default Reports List Fax Reports Daily Fax Usage This report shows the amount of faxes sent and received per day during a particular period. Through this report, you can keep a record of fax usage in the organization.
Weekly Fax Usage This report shows the amount of faxes sent and received per week during a particular period. Through this report, you can determine whether fax usage is constant throughout the year or peaks during certain periods, for example.
User Fax Usage This report shows the amount of faxes sent and received by each user during a particular period. With this report, you can determine who is sending and receiving the most faxes, for example.
Estimated Saved Costs This report includes a graph that shows the estimated savings the organization is making each month when using GFI FAXmaker, as compared to having an employee send the faxes manually. This report is useful for upper management to determine return on investment (ROI). The estimated savings are calculated by multiplying the total amount of hours taken to send faxes during a month by a $12 per hour wage. You can customize this value to match the local wage trends.
SMS Reports Daily SMS Usage This report shows the amount of SMSes sent and received per day during a particular period. Through this report, you can keep a record of SMS usage in the organization.
Weekly SMS Usage This report shows the amount of SMSes sent and received per week during a particular period. Through this report, you can determine whether SMS usage is constant throughout the year or peaks during certain periods, for example.
User SMS Usage This report shows the amount of SMSes sent and received by each user during a particular period. With this report, you can determine who is sending and receiving the most SMSes, for example.
GFI FAXmaker ReportPack Troubleshooting Introduction The troubleshooting chapter explains how you should go about resolving issues you have. The main sources of information available to users are: • The manual – most issues can be solved by reading the manual. • The GFI Knowledge Base – accessible from the GFI website. • The GFI technical support site. • Contacting the GFI support@gfi.com. • Contacting the GFI technical support team using our live support service at http://support.gfi.
Then access the troubleshooter\support folder, located under the main program directory, compress the files in ZIP format, and send the generated ZIP file to support@gfi.com. Ensure that you have registered your product on our website first, at http://customers.gfi.com. We will answer your query within 24 hours or less, depending on your time zone. Request technical support via web chat You may also request technical support via ‘LiveSupport (web chat)’.
V Index Version Information 110 A administrator 148–49 API 153, 157 Autoprint 65 E Email2Fax gateway 91, 185 Export 148 F Fax Manager 99 Front Cover Page 155 I ISDN 56–61, 56–61, 56–61, 56–61 L Logs 147 M Modem 56–61, 56–61, 56– 61, 56–61 O OCR 45, 104, 105, 106, 112 Outlook 32, 47, 118 R Remote administration 124 Requirements 31 S Server Configuration 45, 105 T Text API 153 Transmission Reports 151 Troubleshooting 33, 191 GFI FAXmaker for Exchange/SMTP Manual Index• 245
