Castelle 61-1273-001 manual

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Table of contents for the manual

  • Page 1

    Fa x P r e s s ™ T he Integr ated Network Fax Server F axPress Xero x Interface Guide[...]

  • Page 2

    IMPOR T ANT NOTICE ©2003, Castelle ® . All Rights Reserved. Pa rt No. 61-1273-001 Rev . B. This material is prot ecte d by international copyright laws . Reproduction in any form is prohibited without permission. Castelle is a U.S. Regis tered T rademark of Castelle . FaxPress™ and Faxmain ™ are trademarks of Castelle. Xerox®, Centre ware™[...]

  • Page 3

    iii Content s Introducing the FaxPress Xerox Interface 1-1 Overview____________________ _______________ __ 1-2 About the FaxPress Xe rox Interface ____________ __ 1- 3 Scanning Documents for Ou tgoing Faxes ________ 1-3 Printing Incoming Faxes a nd Notices ____________ 1-3 System Requirements _________________ _______ 1-4 Overview of Installation a[...]

  • Page 4

    iv Index ________________ ____________ IX-1[...]

  • Page 5

    Introducing the FaxPress Xerox Interface 1 What’ s In This Chapter Overview _________ ______________ _______________ __ 1-2 About the FaxPress Xerox Interface _________________ 1-3 Scanning Documents for Ou tgoing Faxes ____________ 1-3 Printing Incoming Faxes a nd Notices _____________ __ 1-3 System Requirements _______________ ____________ 1-4 [...]

  • Page 6

    FaxPre ss Xerox Interface Guide 1—2 Overview This chapter describes: • The features and functions of the FaxPress Xerox Interface. • How users can scan documents and send them as faxes over the local area network, via the FaxPress server . • How users can set up the Xerox machine to print out incoming faxes and fax notices. • An Overview [...]

  • Page 7

    Introducing the FaxPress Xerox Interface 1—3 About the FaxPress Xerox Interface Castelle's FaxPress™ Xerox Interf ace provides a means for users of certain models of Xerox printer-scanners to scan printed documents and deposit the digital v ersions of thes e docu ments in a repository directory for subsequent faxing via th e FaxPress serve[...]

  • Page 8

    FaxPre ss Xerox Interface Guide 1—4 System Requirement s The FaxPress Xerox Interface is designed to run on a Local Area Network with th e equipment shown in the Figure below . In order for the FaxPress Xerox In terface to function properly , the following system requirement s must be met. • The FaxPress server must be running so ftware version[...]

  • Page 9

    Introducing the FaxPress Xerox Interface 1—5 • The Xerox W orkCentre Pro or Docum ent Centre must be a model that supports the Xerox Server Fax Kit. • The FaxPress server must be c onfigured in compliance with the requirements of your local telephone service provider . • The FaxPress Xerox Interface workst ation must be running one of the f[...]

  • Page 10

    FaxPre ss Xerox Interface Guide 1—6 3. Configure the Server Fax Kit on each Xerox W orkCentre Pro. 4. Install and Configure the n ecessary Xerox print drivers. 5. Install the FaxPress Client software on the workstation that you intend to use for this FaxPress Xerox Interface, and create a Fax- Press user for each W orkCentre Pro. 6. Install the F[...]

  • Page 11

    Creating Fax Repository 2 What’ s In This Chapter Overview _________ ______________ _______________ __ 2-2 Creating the Fax Repos itory Folder _ _____________ ____ 2-3[...]

  • Page 12

    FaxPre ss Xerox Interface Guide 2—2 Overview This chapter describes: • How to create a Fax Repository folder on a workstation that will be your FaxPress Xerox In terface host machine[...]

  • Page 13

    Creating Fax Repository 2—3 Creating the Fax Repository Folder T ake the following steps to create the folder where all fax files that have been scanned on each Xerox W orkCentre Pro will be stored until they are sent out by the FaxPress server . 1. Open W indows Explorer on the workstatio n you plan to use as the FaxPress Xerox Interface machine[...]

  • Page 14

    FaxPre ss Xerox Interface Guide 2—4 3. Right-click on a blank space in the window displaying the con- tents of your chosen h ard drive, and select New>Folder , as shown below . 4. Give the folder a unique, meaningful name, such as XeroxDrop1 (if you have several Xerox W orkCe ntre Pro systems, create repos- itory folders for each, with names s[...]

  • Page 15

    Creating Fax Repository 2—5 6. Click the Sharing tab. 7. Click the radio button for Share this folder , and enter a unique, meaningful Share name, such as XeroxDrop1 . See the figure above. 8. Click OK to confirm these settings for the XeroxDrop1 folder . 9. Repeat this procedure for each Xerox W orkCentre Pro on your LAN, creating a unique fax r[...]

  • Page 16

    FaxPre ss Xerox Interface Guide 2—6[...]

  • Page 17

    Configuring Server Fax Kit 3 What’ s In This Chapter Overview _________ ______________ _______________ __ 3-2 Setting up the Server Fax Kit on Your Xer ox System. ___ 3-3[...]

  • Page 18

    FaxPre ss Xerox Interface Guide 3—2 Overview This chapter describes: • How to set u p the Server Fax Kit on your Xerox W orkCentre or Document Centre system.[...]

  • Page 19

    Configuring Server Fax Kit 3—3 Setting up the Server Fax Kit on Y our Xerox System. After you have set up the X erox W orkCentre o r Document Centre system on your local network, assign the unit a static IP address. Then take the following steps to confi gure the Server Fax Kit for operation with the FaxPress server and the FaxPress Xerox Interfa[...]

  • Page 20

    FaxPre ss Xerox Interface Guide 3—4 3. Click on the Properties tab, th en expand the Properties tree to reveal the Services and Fax folders, as in the figure below .[...]

  • Page 21

    Configuring Server Fax Kit 3—5 4. Select the Fax Repository Setup i tem, as shown. A setup win - dow will appear , as shown below . 5. From the Protocol pull-down menu, select SMB . this is t he W in- dows share option. Ther e are also options fo r TCPIP (FTP), and Netware. 6. Click the IP Addre ss radio button, then speci fy the IP address of t[...]

  • Page 22

    FaxPre ss Xerox Interface Guide 3—6 10. Cli ck Apply . A login dialog box appears. 1 1. The User Name and Password of the account required for the Xerox system are entered in the appropriate text fields. By default, the User Name is admin and the password is 1111 . Leave these fields at their de fault settings and click OK . After you have made t[...]

  • Page 23

    Xerox Print Driver Setup 4 What’ s In This Chapter Overview _________ ______________ _______________ __ 4-2 Installing Xerox Print Dr ivers _____________________ __ 4-3 Configuring the Xerox Print Driv er _________ _________ 4-10 Setting up Paper Colors on the Xerox System _______ 4-13[...]

  • Page 24

    FaxPre ss Xerox Interface Guide 4—2 Overview This chapter describes: • How to install p rinter drivers for printing on your Xerox system from the Faxpress Xerox Interface workstation and Faxpress user workstations. • How to configure the Xerox printer driver on th e FaxPress Xerox Interface workstation and Fa xpress user workstations. • How[...]

  • Page 25

    Xerox Print Driver Setup 4—3 Inst alling Xerox Print Drivers Use the following procedure to instal l the pr inter drivers fo r printing on your Xerox system o n the FaxPress Xe rox Inte rface workstation, and the workstations of all users who wish to print faxes, fax no tifications, or other documents o n the Xerox system. 1. Insert the Xerox Cen[...]

  • Page 26

    FaxPre ss Xerox Interface Guide 4—4 3. A set of installation options appears. 4. Click the Print & Fax Drivers option, as shown.[...]

  • Page 27

    Xerox Print Driver Setup 4—5 5. A set of Print and Fax optio ns appear . 6. Click Install Y our Windows Print Driver .[...]

  • Page 28

    FaxPre ss Xerox Interface Guide 4—6 7. The Printer Installation Utility screen appears. 8. Click on the appropriate language option.[...]

  • Page 29

    Xerox Print Driver Setup 4—7 9. The Configuration tab appears. 10. Sel ect your Xerox system from Sele ct Printer pull-down menu. 1 1. Select the print driver for this printer from the Choose Driver pull-down me nu.[...]

  • Page 30

    FaxPre ss Xerox Interface Guide 4—8 12. Click the Connection button. The Connection dialog box opens. 13. Enter the IP address of the Xerox system, then click OK.[...]

  • Page 31

    Xerox Print Driver Setup 4—9 14. The Configu ration tab reappears. 15. Check th e checkbox to the left of your printer in the list box, as shown. 16. Cli ck the Install button to install the driver . T o configu re the installed driver , continue with the next section of this chapter .[...]

  • Page 32

    FaxPre ss Xerox Interface Guide 4—10 Configuring the Xerox Print Driver T ake the fo llowing steps to configure the Xerox Print driver once you have installed it on the FaxPress Xero x Interface workstation or a user ’ s workstation. 1. From the W i ndows desktop, choose the comm and: Start> Se tti ngs >P rin ter s[...]

  • Page 33

    Xerox Print Driver Setup 4—1 1 2. The Printers window opens, displaying all available printers. 3. Right-click on the Xerox system icon and select Properties .[...]

  • Page 34

    FaxPre ss Xerox Interface Guide 4—12 4. The Properties screen for the Xe rox system appears. Click the Printing Preferences button to open the Preferences screen. 5. T ypically , you can leave all the setti ngs at their defaults. One exception; if you have enabled Network Accounting on your Xerox W orkCentre Pro, you must specify the default User[...]

  • Page 35

    Xerox Print Driver Setup 4—13 Setting up Paper Colo rs on the Xerox System If you wish to use more than one paper color when printing with the FaxPress Xerox Interface - for example, one color for fax print-outs, and another color for fax notices - take the followi ng steps. This procedure assumes that you h ave 2 trays with different colored pap[...]

  • Page 36

    FaxPre ss Xerox Interface Guide 4—14 6. The Printing Preferences screen opens. 7. Set the paper color for the driver as shown. Click OK in the Pref- erences screen, and OK in the Driver Pr operties screen. 8. Open the FaxPress Xerox Interface configuration utility , with the command St art>Programs>FaxPress>Add On Produc ts>Xerox Inte[...]

  • Page 37

    Xerox Print Driver Setup 4—15 have installed the FaxPress Xerox Interface software. See Chap- ter 5 "Installing the FaxPress Xerox Interface" for details. 10. In the User to Email address Mapping dialog box you can set up each printer setting for Print Incomin g fax and Print outgoing fax notification with a dif ferent print driver . 1 [...]

  • Page 38

    FaxPre ss Xerox Interface Guide 4—16[...]

  • Page 39

    Inst alling the FaxPress Xerox Interface 5 What’ s In This Chapter Overview _________ ______________ _______________ __ 5-2 Installing the F axPress Client Software _______________ 5-3 Creating FaxPress Users fo r Each Fax Repository _____ 5-3 Installing the F axPress Xerox Interface Software _______ 5-4 Accessing the FaxPress Xerox In terface Co[...]

  • Page 40

    FaxPre ss Xerox Interface Guide 5—2 Overview This chapter describes: • How to install the Client software o n the W indows workstation you intend to use for the FaxPress Xerox Interface. • How to create FaxPress Users for each Fax Repository on your FaxPress Xerox Interface workstation • How to Install the FaxPress Xerox Interface software [...]

  • Page 41

    Installing the FaxPress Xerox Interface 5—3 Inst alling the FaxPress Client Software The procedures in th is section assume th at you have met the requirements listed in System Require ment s on p age 1-4 . Before you can install the FaxPress X erox Interface software, you must have the FaxPress Client i nstalled on the Windows workstation you in[...]

  • Page 42

    FaxPre ss Xerox Interface Guide 5—4 Inst alling the FaxPress Xerox Interface Software The procedures in this section assume that you have met the requirements listed in System Re quirements on page 1-4 , and that you have created a Fax Repository folder for each Xerox W orkCentre Pro on your system, as described in Creating the Fax Repos itory Fo[...]

  • Page 43

    Installing the FaxPress Xerox Interface 5—5 5. Double-click the Setup.exe file. The welcome screen for the InstallShield W izard appears, as shown below . 6. Click Next .[...]

  • Page 44

    FaxPre ss Xerox Interface Guide 5—6 7. The Destination Location screen appears. The Exchange Connec- tor will be install ed by default to C:Program FilesCastelleFax - PressXerox Inte rface directory . 8. Click Browse to change this location or Next> to accept the default location and continue.[...]

  • Page 45

    Installing the FaxPress Xerox Interface 5—7 9. The User Information screen appears. 10. Enter t he User Name and Password for a FaxPress user with Supervisor privileges who is also an authenticated user with Administrator privileges on the FaxPress Xerox Interface work- station. For simp licity , the name ’ s upervisor ’ is used in the exam- [...]

  • Page 46

    FaxPre ss Xerox Interface Guide 5—8 12. The InstallShield installs the so ftware, then the Complet e screen appears. 13. Cli ck Finish . 14. T he FaxPress Xerox Interface Conf iguration screen appears. Con- tinue with your set up of the FaxPress Xerox Interface, following the procedure in the next section of this chapter .[...]

  • Page 47

    Installing the FaxPress Xerox Interface 5—9 Configuring the FaxPress Xerox Interface Use the following procedure to configure you r FaxPress Xerox Interface. Y ou will already be in the FaxP ress Xerox Interf ace Configuration screen if you have just finished installing the FaxPre ss Xerox Interface software on the workst ation you are using for [...]

  • Page 48

    FaxPre ss Xerox Interface Guide 5—10 Xerox system users on the FaxP ress server . Email and Trace T ool settings are also provided, for adm inistrative purposes. 2. In the FaxPress tab, click the Add button to add you r FaxPress server to the lists of Incoming and Outgoing FaxPress Servers. If there are several FaxPress servers available, and you[...]

  • Page 49

    Installing the FaxPress Xerox Interface 5—1 1 3. The FaxPress Server selection dialog box appears, displaying a list of available servers. 4. Select a server (or servers) in the list th at is running version 8.0 or later FaxPress software, and enter the user name and password for the FaxPress supervisor for this serv er . Click OK when you are sa[...]

  • Page 50

    FaxPre ss Xerox Interface Guide 5—12 7. Click the Repository tab. 8. Click Add to specify a fax repository folder .[...]

  • Page 51

    Installing the FaxPress Xerox Interface 5—13 9. The Repository Folder Data dialog box appears. 10. Browse to and select the fax repository folder you have created on the FaxPress Xerox Interface work station. For details on this folder , see Creating the Fax Repository Folder on page 2-3 . 1 1. Enter the User Na me and Password of an authenticate[...]

  • Page 52

    FaxPre ss Xerox Interface Guide 5—14 ( St a rt>Programs>FaxPress>Fax main ) then log in to the FaxPr ess server , right-click on it and choose Properties , then select the Line Setting s tab, and in the Routing T ype section, click the Assign Li ne to User radio button and select the default repository user (such as Xer ox1) fr om the pu[...]

  • Page 53

    Installing the FaxPress Xerox Interface 5—15 14. Cli ck the Incoming_outgoi ng faxes tab. 15. Make the setti ngs you want for the Received Fax Notification choices. If you choose to notify the recipien t by email you can choose to Attach the fax to the email notice , and then choose the format for the attached fax from the radio buttons on the ri[...]

  • Page 54

    FaxPre ss Xerox Interface Guide 5—16 interval. T ypically , you will want notifications to be sent for bot h successful and failed faxes, and yo u will want to leave the check- boxes for deleting failed faxes, and NOT sending cover pages unchecked, as shown. 17. When you have made the settings you want, cli ck the Email tab. 18. Enter your Email [...]

  • Page 55

    Installing the FaxPress Xerox Interface 5—17 19. When you have made the email settings you want, click the User Map tab. 20. Leave the Auto Re gistration checkbox checked (the default), and the starting ID at ’1’. Click Add to add user mappings to the list. 21. In the FaxPress User to Email Address Mapping dialog box, you can map a Xerox User[...]

  • Page 56

    FaxPre ss Xerox Interface Guide 5—18 Fax Repository user for each Fax Repository , and the FaxPress User Name must be the same as the Xerox User name in e ach case. 23. After m apping the user , you can enter their Email Addr ess if you want them to get email notificati ons of received and outgoing fax events. Leave the Email Address fi eld blank[...]

  • Page 57

    Installing the FaxPress Xerox Interface 5—19 25. T o set up the user for receivin g pri nt-outs of incoming faxes, check the Print Incoming fax checkbox, then click the Printer Setting button. 26. In the Printer dialog box, select the printer from the pull-down menu; typically , you will choose the Xerox system, as in the fig- ure below . 27. Sel[...]

  • Page 58

    FaxPre ss Xerox Interface Guide 5—20 31. In the Trace T ool tab, you can check the T race to file checkbox to log traces of fax transactions. 32. Enter a complete filename for the trace file, and a maxim um size, then enter a path to the location for Xero x T emp files. 33. When you have completed all configuration settings for the Fax- Press Xer[...]

  • Page 59

    Installing the FaxPress Xerox Interface 5—21 Accessing the FaxPress Xerox Interface Configuration Utility T o access the FaxPress Xerox Interface Configuratio n utility if you have exited the installation/configur ation program, use the command: St art>Programs>FaxPress>Add On Produc t s>Xerox Interface>Configuration as shown in th[...]

  • Page 60

    FaxPre ss Xerox Interface Guide 5—22[...]

  • Page 61

    Index A administrator accou nt fax repository 3-5 Xerox interface 5-7 attached faxes 5-15 Auto Registration, of users 5-17 C cover pages 5-16 CPU speed, requirement 1-5 E email notice 5-15 email notifications 5-16 F fax email notificaton 5-16 notifications 1-3 Fax Repository creating 1-5 setup 3-5 Share name 2-5 , 3-5 FaxPress server selection for [...]

  • Page 62

    FaxPre ss Xerox Interface Guide IX—2 T testing Xerox Int erface 5 -20 testing, Xerox interface system 1-6 Trace Tool 5-20 U User Map 5-17 user mapping 5-17 X Xerox Interface software accessing configuration utility 5- 21 configuration 1-6 , 5-9 destination locatio n 5-6 installation file 5-4 Xerox Interface workstation 1-6 , 2-3 , 3-5 , 5-4 , 5-7[...]