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Version 9.0

Installation Guide

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Edition

Information in this document applies to version 9.0 of the RightFax Installation Guide.

Copyright Notice

©2004 Captaris. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Captaris. Captaris products Interchange, RightFax and Teamplate are trademarks of Captaris. All other company, brand and product names are the property and/or trademarks of their respective companies.

Captaris10885 NE 4th Street Suite 400 Bellevue, WA 98004(425) 455-6000http://www.captaris.com

Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted.

JetPCL PCL Emulation Software copyright 1990-2003 Tech Know Systems, Ltd. Company, All rights reserved. Portions copyright ©1999 Ligature. All rights reserved. Portions copyright ©1988, 1996 Aladdin Enterprises. All rights reserved. Portions copyright ©1993 Soft Horizons. All rights reserved. Outside In® Viewer Technology copyright ©1992-2003 Inso Corporation. All rights reserved. Copyright © TMS, Inc. 1994-2002. All rights reserved. Portions copyright ©2001 artofcode LLC. Portions Copyright ©1996, 2001 Artifex Software Inc. Portions Copyright ©1998 Soft Horizons. All Rights Reserved. Adobe, Acrobat, and the Acrobat logo are trademarks of Adobe Systems Incorporated. Includes Adobe® PDF Library technology. All rights reserved. PostScript is a trademark of Adobe Systems Incorporated. This software is based in part on the work of the Independent JPEG Group.

For More Information

Captaris is a leading provider of Business Information Delivery solutions that integrate, process and automate the flow of messages, data and documents. Captaris produces a suite of proven products and services, in partnership with leading enterprise technology companies, delivered through a global distribution network. Captaris has installed over 80,000 systems in 44 countries, with 93 of the Fortune 100 using the company's award-winning products and services to reduce costs and increase the performance of critical business information investments. For more information please contact us at www.captaris.com or call +1.520.320.7000.

RightFax 9.0 Installation Guide ii

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iii

RightFax

IMPORTANT – READ(“EULA”) is a legal agentity) and Captaris, Inidentified above, whicassociated media, prin(“Product”).YOU AGREE TO BE INSTALLING, COPYIDO NOT AGREE TO OR USE THE PRODUTO YOUR PLACE OF

Software License

Subject to the terms anon-exclusive, non-tracopy of the software pis owned or controlledconcurrent users for wpreceding sentence, tnumber of ports (also limitations on which software pricing is based.

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only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation;

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e a reasonable number of copies of any documentation duct; provided, that such copies will only be used for oses and are not to be republished or redistributed

r electronic form) beyond your premises.

py of the Product for back-up and archival purposes.

d. modify, alter or create anye. exceed the capacity or co

purchased by you; orf. remove, alter or obscure a

notice on the Product.

9.0 End User License Agreement

CAREFULLY: This End User License Agreement reement between you (either an individual or a single c. (“Captaris”) for the Captaris software product

h includes computer software and may include ted materials, and “online” or electronic documentation

BOUND BY THE TERMS OF THIS EULA BY NG OR OTHERWISE USING THE PRODUCT. IF YOU THE TERMS OF THIS EULA, DO NOT INSTALL, COPY

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b. license, distribute, lease, rof the Product or use the bureau environment;

c. reverse engineer, decompsource code for or any tra

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RightFax 9.0 Installation Guide iv

A

CEri

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Tbsa

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Cadlfom(mdw

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Cpcopyright or trade secret and will indemnify you against any damages, jtCwaiCcbos

the Product is held to infringe or in Captaris’s infringe any third party intellectual property (x) obtain a license for you to continue to use ct so that it is noninfringing, or (z) terminate f the license fee paid by you for the Product

m the date of purchase.

FORTH ABOVE, CAPTARIS AND ITS ODUCT “AS IS” AND WITH ALL FAULTS. S HEREBY DISCLAIM ALL OTHER LIED OR STATUTORY, ARISING BY LAW BUT NOT LIMITED TO ANY IMPLIED ABILITY, FITNESS FOR A PARTICULAR NONINFRINGEMENT, WITH REGARD TO ITING THE FOREGOING, CAPTARIS HE PRODUCT WILL BE FREE OF BUGS, R DEFECTS.

s

OR ITS SUPPLIERS BE LIABLE FOR THE Y INCIDENTAL, INDIRECT, SPECIAL,

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OFIT OR BUSINESS) ARISING OUT OF R INABILITY TO USE THE PRODUCT OR ONNECTION WITH THIS EULA OR THE ON CONTRACT, TORT (INCLUDING

NEGLIGENCE), STRICT LIABILITY OR OTHER THEORY EVEN IF D OF THE POSSIBILITY OF SUCH

RS’ LIABILITY ARISING OUT OF OR ABILITY TO USE THE PRODUCT OR ONNECTION WITH THIS EULA OR THE AMOUNT ACTUALLY PAID BY YOU FOR OF THE AMOUNT OF DAMAGES YOU ASED ON CONTRACT, TORT (INCLUDING ITY OR OTHER THEORY. The foregoing

udgments and costs finally awarded against you in such proceeding; provided hat, you: (a) give Captaris prompt written notice of the claim; (b) permit aptaris to control the defense and settlement of the claim; and (c) cooperate ith Captaris in the defense and settlement of the claim. Captaris's defense nd indemnification obligations will not apply to any actual or alleged

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CAPTARIS HAS BEEN ADVISEDAMAGES.

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CAPTARIS’S AND ITS SUPPLIERELATING TO THE USE OR INOTHERWISE UNDER OR IN CPRODUCT IS LIMITED TO THETHE PRODUCT REGARDLESSMAY INCUR AND WHETHER BNEGLIGENCE), STRICT LIABIL

udit

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wnership

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imited Warranty

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aptaris will defend you against any judicial proceeding based upon a third arty claim that the Product infringes any U.S. patent, U.S. trademark,

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IN NO EVENT WILL CAPTARISCOST OF COVER OR FOR ANPUNITIVE, CONSEQUENTIAL WHATSOEVER (INCLUDING, BINFORMATION, REVENUE, PROR RELATING TO THE USE OOTHERWISE UNDER OR IN CPRODUCT, WHETHER BASED

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Captaris Inc. Software License Agreement v

disclaimewill applystates/juexclusionto this EUyou.

Export R

You acknagree to Product, Regulatio

U.S. Gov

All Produlicense riusing the“commerdocumen

Tradema

This EULservice m

Terminat

Without prejudice to any other rights, Captaris may terminate this EULA if you do not abide by the terms and conditions contained herein. In such event, you must ceaits comp

Transfer

You may

law, this EULA is governed by the laws of out regard to any conflict of law principles ention on Contracts for the International eto does not apply. You hereby irrevocably federal courts located in King County, eeding under this EULA or relating to the ction, suit, proceeding or claim arising

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at this Agreement and all related 'est la volonté expresse exigé par les

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Entire Agreement

th the entire agreement of Captaris and you with respect to e subject matter hereof and supersedes all prior and understandings and agreements whether written or oral. No ication or waiver of any of the provisions of this EULA will be th in a written instrument signed by the party to be bound

se use of the Product and destroy all copies of the Product and all of onent parts.

not transfer your rights under this EULA to any third party.

This EULA sets forthe Product and thcontemporaneous amendment, modifvalid unless set forthereby.

r of warranties, disclaimer of certain damages and limitation of liability to the maximum extent permitted by applicable law. The laws of some risdictions do not allow the exclusion of implied warranties or the or limitation of certain damages. To the extent that those laws apply LA, the exclusions and limitations set forth above may not apply to

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owledge that the Product is subject to U.S. export restrictions. You comply with all applicable laws and regulations that apply to the including without limitation the U.S. Export Administration ns.

ernment License Rights

ct provided to the U.S. Government is provided with the commercial ghts and restrictions described in this EULA. By installing, copying or Product, the U.S. Government agrees that the Product is cial computer software” or “commercial computer software tation” within the meaning of FAR Part 12.

rks

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ion

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English Language

It is the express wish of the parties thdocuments be drawn up in English. Cparties que cette convention et tous en anglais seulement.

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RightFax 9.0 Installation Guide vi

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vii

Chapter 1 Hardware and SoftwaFax Server RequirementFax Board RequirementPhone Line Requiremen

Chapter 2 What Is Installed on tRightFax Software..........RightFax Configuration RightFax Services ..........RightFax Registry EntrieRightFax Client Applicat

the RightFax Server Software ........................15 Begin............................................................................15 from a Previous Version of RightFax......................15 Overview ......................................................................19e RightFax Server Software ....................................19

our Licensed Product Feature Set ..........................22e Fax Board Drivers...................................................22e RightFax Administrative Utilities..........................23e RightFax Web Applications..................................24he RightFax Server Installation ................................26 the RightFax Server .................................................26rprise Fax Manager.....................................................27ilent Installs of the Server

and Fax Board Drivers ................................................................28

Contents

re Requirements............................ 9s ................................................................9s.................................................................9ts............................................................ 10

he RightFax Server?.................... 11................................................................ 11Programs.............................................. 11................................................................ 14s ............................................................. 14ions ....................................................... 14

Chapter 3 Installing Before YouUpgradingInstallationInstalling thEnabling YInstalling thInstalling thInstalling thRepairing tUninstallingUsing EnteRunning S

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RightFax 9.0 Installation Guide viii

C

C

C

Customer Support......................................................................... 56

A

ppendix A Installing RightFax in a Windows 2000or Windows 2003 Cluster57System Requirements....................................................................57Configuring the Cluster Group....................................................57Configuring RightFax BoardServers...........................................57Installing the RightFax Server ..................................................... 58Creating the RightFax Cluster Resources ............................... 59Configuring the RightFax Printer ................................................ 60Configuring the SQL Server Database .....................................61Completing the Installation...........................................................61

hapter 4 Installing the RightFax Client Applications .................. 37RightFax Client Computer Requirements ................................ 39Upgrading the RightFax Client Applications ........................... 39Before You Begin........................................................................... 40RightFax Client Installation Methods..........................................41Installing the Client Applications

from the RightFax CD .................................................................41Installing the Client Applications

from a Network File Share .........................................................42Creating an Automated Client Install .........................................43Configuring Windows Terminal Server

to Support RightFax Client Sessions..................................... 46Troubleshooting the Client Installation

and Configuration ....................................................................... 46

hapter 5 Upgrading and Adding Fax Channels, User Licenses, and Optional Components.................... 49Checking for Installed Components.......................................... 49Upgrading the RightFax Server .................................................. 50Adding Fax Channels and User Licenses .................................51Enabling New RightFax Optional Components .......................52

hapter 6 Documentation and Support............................................. 53RightFax Documentation...............................................................53Getting Help Online .......................................................................55Captaris Training Services............................................................55Captaris Implementation Services ............................................. 56

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Chapter 1 Hardware and Software Requirements 9

Chapt

Har

Fax STc

Min

requirements

tsout fax boards, Intel Dialogic (also known , and Eicon fax boards. For a list of all , refer to the RightFax Fax Board Guide.

d in the computer running the RightFax parate computer called a Remote on on using Remote BoardServer htFax Administrator’s Guide.

Co

Me

Har

CP

Driv

Dis

Key

z or higher Pentium III-compatible CPU

RAM

ee space

nd dual CPU systems

M or DVD drive

r higher resolution monitor running at a on of 800 × 600 or higher

d

er 1

dware and Software Requirements

erver Requirementshis version of the RightFax server can be installed and run only on omputers running the following operating systems:

Microsoft Windows Server 2003 Standard Edition

Microsoft Windows Server 2003 Enterprise EditionMicrosoft Windows Server 2003 Cluster

Microsoft Windows 2000 Advanced Server with SP4 installed

Microsoft Windows 2000 Server with SP4 installed

imum hardware requirements

Recommended hardware

Fax Board RequiremenRightFax supports Brooktras GammaLink) fax boardssupported fax board types

Installing the fax boardsFax boards can be installeserver software, or on a seBoardServer. For informaticomputers, refer to the Rig

mputer/Processor 500 MHz or higher Pentium III-compatible CPU

mory 512 MB RAM

d drive 1 GB free space

U support Single and dual CPU systems

e CD-ROM or DVD drive

play VGA or higher resolution monitor running at a resolution of 800 × 600 or higher

board Required

Computer/Processor 966 MH

Memory 512 MB

Hard drive 2 GB fr

CPU support Single a

Drive CD-RO

Display SVGA oresoluti

Keyboard Require

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RightFax 9.0 Installation Guide 10

one number dialed. The fax board collects these them to RightFax. Each RightFax user has a x which is assigned one of the DID trunk’s

s the “routing code”). Received faxes are routed se routing code matches the dialed DID number.

g a loop-start phone line into a DID fax board when present on the phone line. Doing so will damage the ll warranties.

ntification Service (DNIS) phone linesd version of DID service. For information on x boards for DNIS, refer to the hardware guide fax board.

s Digital Network (ISDN) phone linese standard communications network for digital eo communication. The main advantages of

telephone lines are fast call setup and release t-recovery information included with the call.

1 digital phone lines PRI, BRI, E1, and T1 digital phone lines purchased and installed the appropriate type of work interface card. For more information on , refer to the RightFax Fax Board Guide.

� � �

Phone Line RequirementsThe fax boards that RightFax supports can make use of several different types of phone lines: loop-start (regular analog phone lines), Direct Inward Dial (DID), Dialed Number Identification Service (DNIS), Integrated Services Digital Network (ISDN), and several types of digital phone lines. Different types of fax boards support different types of phone lines. For information on the types of fax boards that are compatible with your available phone lines, refer to your fax board supplier or manufacturer.

Loop-start phone linesLoop-start lines can be used for incoming or outgoing faxes. A line can be installed by the local telephone company if one is not already available through your organization’s existing phone system. Loop-start lines are also called POTS (Plain Old Telephone Service) lines.

Direct Inward Dial (DID) phone linesEach DID phone line is called a “trunk.” When a DID trunk is installed, it is assigned a bank of numbers. For example, a DID trunk may be assigned the bank of 20 numbers ranging from 321-7450 to 321-7469. All calls to any of the assigned numbers are routed to the DID trunk.

DID phone lines have a few special attributes. First, DID lines are used for incoming faxes only. Outgoing faxes must be sent through a standard loop-start line. Second, the customer, rather than the phone company, supplies the power (called the “talk battery”) necessary to drive the phone line. For this reason, DID fax boards come with an additional power adapter which provides the necessary –48 volt current.

DID allows RightFax to route incoming faxes to their intended destinations within your company. Whenever someone dials a number within the range, the DID trunk is activated by the phone company and the fax board accepts the incoming fax. Along with the fax data, the phone company sends the board the last three or

four digits of the phdigits and passes personal fax mailbonumbers (known ato the mailbox who

Warning Never pluthere is any voltage fax board and void a

Dialed Number IdeDNIS is a T1-baseconfiguring your faincluded with your

Integrated ServiceISDN is a worldwiddata, voice, and vidISDN over analog and additional cos

PRI, BRI, E1, and TRightFax supportsassuming you havefax boards and netdigital phone lines

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hapter 2 What Is Installed on the RightFax Server? 11

Chapt

Wha

TomBsbaCa

IcsWM

RadaTmS

e is installed on the server in the folder ion. By default, the software installs in tFax folder. Third-party software that is r, such as fax board drivers, may be

.

Programses several configuration programs that Fax services. The RightFax configuration Windows Control Panel or from escribed in the RightFax Administrator’s

C

er 2

t Is Installed on the RightFax Server?

he RightFax server installation program installs the complete suite f RightFax products. The capabilities of the server and the odules that are enabled depend on your product licensing. ecause all of the RightFax software is installed, the RightFax erver can be upgraded and optional modules can be added simply y purchasing a license and activating the feature. For information bout upgrading the server and adding new RightFax modules, see hapter 5, “Upgrading and Adding Fax Channels, User Licenses, nd Optional Components”.

n addition to the installed software, The RightFax installation reates several Windows services, adds RightFax configuration ettings to the Windows Registry, adds configuration programs to indows Control Panel, and installs the FaxUtil and Enterprise Fax anager client programs.

ightFax uses a SQL database to store all data on faxes, users, nd dialing rules. If you do not connect to an existing SQL atabase on your network during installation, RightFax will install nd use an MSDE SQL database on the RightFax server computer. his is a fully functional SQL database, but lacks the SQL anagement tools that accompany the full version of Microsoft QL server.

RightFax SoftwareAll of the RightFax softwaryou specify during installatthe C:\Program Files\Righused by the RightFax serveinstalled in other locations

RightFax ConfigurationThe RightFax server includlet you customize the Rightprograms can be run fromEnterprise Fax Manager (dGuide).

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RightFax 9.0 Installation Guide 12

e Doc Transport configuration program is used to nfigure several transport methods for your htFax documents including standard fax boards, 7 Fax-over-IP, and SMS (short message service).

fax board configuration, including BoardServer nfiguration, is initiated from this configuration gram.

r more information on the fax boards you use and ir configuration requirements, and the T.37 and 8 Fax-over-IP features, refer to the RightFax Fax ard Guide. For information on document nsport via SMS, refer to the RightFax ministrator’s Guide.

e this program to configure connections between htFax and third-party document delivery systems

ch as FileNet applications and Xerox lti-function products. The RightFax EDC (External cument Connector) is a generic connector that

ows the RightFax server to communicate with ternal systems. Instructions for how to configure RightFax EDC are included in the cumentation for each supported external system.

e this program to create and modify the RightFax ail gateway services. E-mail gateway services

t as the communication link between the RightFax rver and your organization’s e-mail software. It is ssible to install multiple e-mail gateways, each mmunicating with a different e-mail server. For re information on e-mail gateways, refer to the

ghtFax Administrator’s Guide, the RightFax teway for Microsoft Exchange Guide, or the

ghtFax Gateway for Lotus Notes Guide pending on the gateway you add).

nfiguration Programs (Continued)

scription

The following table describes all of the RightFax configuration programs that are available.

Note Some of these configuration programs may not be enabled on the server, depending on the type of RightFax server you have licensed and the modules that are enabled.

Table 2a RightFax Server Configuration Programs

Configuration program Description

RightFax Alerting Use this program to configure the RightFax Alerting and Monitoring feature. This feature lets RightFax administrators create custom server statistics to monitor and define thresholds on which to send alerts. For more information on the Alerting and Monitoring feature, refer to the RightFax Administrator’s Guide.

RightFax BoardServer This is a configuration program used for most of the fax boards supported by RightFax. Use the BoardServer configuration program to customize each installed fax board and each fax channel. Although you may have only one BoardServer service installed on a single computer, you can optionally create RightFax BoardServer services on remote computers to offload fax board processes or to expand your network’s fax board and fax channel capacity. For more information on BoardServers, refer to the RightFax Administrator’s Guide.

The BoardServer configuration program can only be launched from within the Doc Transport program (described next.)

For more information on the fax boards you use and their configuration requirements, and the T.37 and T.38 Fax-over-IP features, refer to the RightFax Fax Board Guide. For information on document transport via SMS, refer to the RightFax Administrator’s Guide.

RightFax Doc Transport

ThcoRigT.3

Allcopro

FotheT.3BotraAd

RightFax EDC UsRigsumuDoallexthedo

RightFax E-mail Gateway

Use-macsepocomoRiGaRi(de

Table 2a RightFax Server Co

Configuration program De

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hapter 2 What Is Installed on the RightFax Server? 13

RightFa

RightFaConnec

Table 2a

Configuprogram

ogram to modify the RightFax Server e Server service controls all of the ervices and coordinates communication e server computer, client computers, fax d the fax database. For more information tFax Server service, refer to the RightFax

tor’s Guide.

ogram to create and modify the RightFax r services. WorkServer services perform rocessor-intensive functions required by x server, such as cover sheet generation,

conversion, and optical character . By default, three separate WorkServer e installed on the RightFax server, and Server service can be customized to ecific functions. You can also create orkServer services on remote computers our most processor-intensive functions. formation on WorkServers, refer to the dministrator’s Guide.

n Programs (Continued)

n

C

x Integration Use this program to modify the RightFax Integration Module service. The Integration Module integrates the RightFax server with applications on mainframe, mid-range, and local area network host systems. For more information on the RightFax Integration Module, refer to the RightFax Integration Module Guide.

x SAP tor

Use this program to create and modify the RightFax SAP gateway services. SAP gateway services act as the communication link between the RightFax server and SAP clients. It is possible to install multiple SAP gateways, each communicating with a different SAP client. For more information on the SAP gateway module, refer to the RightFax Connector for SAP R/3 Guide.

RightFax Server Configuration Programs (Continued)

ration Description

RightFax Server Use this prservice. ThRightFax sbetween thboards, anon the RighAdministra

RightFax WorkServer Use this prWorkServethe most pthe RightFaPCL-to-faxrecognitionservices areach Workperform spRightFax Wto offload yFor more inRightFax A

Table 2a RightFax Server Configuratio

Configuration program Descriptio

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RightFax 9.0 Installation Guide 14

plicationsightFax server software, several RightFax client ailable that allow administration of the fax Fax Manager), user access to fax mailboxes rs that allow users to print documents directly livery to the RightFax server (RightFax print based versions of these applications. For more , Enterprise Fax Manager, the RightFax print eb-based equivalent applications, refer to the rator’s Guide.

� � �

RightFax ServicesThe names of all RightFax services begin with the word “RightFax.” This lets you easily identify all of RightFax services that are currently running. You can modify most RightFax services through their configuration programs, which can be run from Windows Control Panel or from the RightFax administrative program, Enterprise Fax Manager (described in the RightFax Administrator’s Guide).

RightFax Registry EntriesAll of the RightFax registry entries are located in the Windows Registry under the following keys:

� HKEY_LOCAL_MACHINE\SOFTWARE\RightFax

� HKEY_LOCAL_MACHINE\SOFTWARE\RightFax Client� HKEY_CLASSES_ROOT\RF...

� HKEY_CLASSES_ROOT\RightFax...

In most cases, you should not have to make changes or additions to the RightFax registry settings. However, some RightFax features do require you to make modifications to the Windows Registry. Wherever this is true, instructions are provided in the RightFax documentation.

RightFax Client ApIn addition to the Rapplications are avservers (Enterprise(FaxUtil), print driveto fax format for dedrivers), and Web-information FaxUtildrivers, and the WRightFax Administ

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Chapter 3 Installing the RightFax Server Software 15

Chapt

Inst

BeforBso

Upgra�

he proprietary database used in en changed to a Microsoft SQL rade, all existing RightFax database to SQL with no loss of data. The s you to install a version of SQL directly

r you can connect to an existing SQL k. Note that the version of SQL provided administrative functionality and includes aintenance tools. If you do not connect

Microsoft SQL database during ably need to acquire a suite of SQL tools separately. previous version of RightFax, Captaris eck the RightFax database for errors. rogram, and clean up the database if on DBCheck.exe, refer to the RightFax r your installed version of RightFax.

up the entire Program Files\RightFax complete backup of your RightFax t first stop all RightFax services.

er 3

alling the RightFax Server Software

e You Beginefore you begin, ensure that your computer hardware and oftware meets the minimum requirements for server installation as utlined in Chapter 1, “Hardware and Software Requirements”.

ding from a Previous Version of RightFaxYou can only upgrade to version 9.0 from RightFax versions 8.5 and 8.7. If you are running an earlier version of RightFax, you must either upgrade your earlier version to version 8.5 or 8.7, or uninstall the RightFax server and perform a new installation of RightFax 9.0.Support for some fax boards has been discontinued with this release. For a complete list of fax boards supported by this version, refer to the RightFax Fax Board Guide. If you have already installed one or more fax boards that do not appear on this list, do not upgrade to this version of RightFax.

� In RightFax version 9.0, tprevious versions has bedatabase. During an upgobjects will be convertedRightFax installation allowon the RightFax server, odatabase on your networwith RightFax has limitedno database backup or mto an existing full copy ofinstallation, you will probbackup and maintenance

� Before upgrading from arecommends that you chRun the DBCheck.exe pneeded. For instructionsAdministrator’s Guide fo

� Before upgrading, back folder structure. To get aserver software, you mus

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RightFax 9.0 Installation Guide 16

eive this software, new information or software ailable. For the latest information on RightFax ightFax support Web site at

/customer_support. This Web site may provide tion on installing and upgrading the RightFax

are upgradeenterprise with a complex server and client ant to gradually phase in the RightFax software

Fax server software is backward-compatible with ons of the RightFax client software, you should e server first, and then upgrade the client

rs need not all be upgraded at the same time. ork of RightFax servers of different versions

ctionality. The same is true for RightFax client

stallation of the server on a network with a ent system such as SMS, see “Running a silent ax server software” on page 30.

Fax client applications, refer to the RightFax ide.

htFax Server RightFax server, you must upgrade both the d the hardware drivers. First upgrade the server, ardware drivers.

r upgrade copies your existing RightFax sting SQL server or lets you install an MSDE atabase directly on the RightFax server. MSDE ny SQL management tools such as database ou intend to install MSDE, which is provided

� Before upgrading an earlier version of the RightFax remote BoardServer software, you must uninstall the existing remote BoardServer software. To uninstall RightFax remote BoardServer software, run the uninstall program from the Add/Remove Programs application in Windows Control Panel. You must then perform a new install of both the RightFax server software and fax board drivers.

� Before upgrading an earlier version of a Dialogic series fax driver, you must remove the existing drivers. To uninstall the drivers, run the uninstall program from the Add/Remove Programs application in Windows Control Panel. You must then perform a new install of the fax board drivers.

� The RightFax Web Client shipped will RightFax versions prior to 9.0 has been replaced with a completely new Web client called RightFax Web Access. If you will be installing RightFax Web Access on the same IIS server on which an earlier version of the RightFax Web client was installed, you must first uninstall the existing RightFax Web Client software. Any custom pages designed for your old Web client application will be lost.

� Any existing files for the RightFax SecureDocs Module or Enterprise Fax Manager Web Edition will be deleted when you upgrade these applications on the Microsoft IIS server. If you have created customized files for any of these applications, you must save copies of the customized files before upgrading, and then merge your customizations into the upgraded files.

� The RightFax 8.5 SecureDocs Module must be uninstalled before upgrading to RightFax 9.0. The earlier version of the SecureDocs Module uses an MSDE database that is not compatible with RightFax 9.0 and will cause installation to fail.

� After upgrading a Windows 2003 server from a RightFax version prior to version this version, you may receive error messages on restart reporting that one or more RightFax services have shut down improperly. This is a result of the earlier-version services being shut down during installation. These messages can be closed and disregarded.

By the time you recupdates may be avsoftware, visit the Rwww.captaris.comup-to-date informaserver.

Rolling out a softwIf you have a large system, you may wupgrade.

Because the Rightall supported versiplan to upgrade thsystems later.

The RightFax serveYou can run a netwwithout loss of funapplications.

To automate the innetwork manageminstall of the RightF

To install the RightAdministrator’s Gu

Upgrading the RigWhen upgrading aserver software anthen upgrade the h

The RightFax servedatabase to an exi2000 Release A ddoes not include abackup utilities. If y

Page 17: instgd

Chapter 3 Installing the RightFax Server Software 17

wSf

W2aaM

lling the RightFax database to an existing ust be configured to use SQL mixed-mode

rver is set to use NT authentication only, the erly. If your SQL server is configured to use set it to use mixed-mode authentication ter the installation is complete, you can authentication. For instructions on T authentication to the SQL server, refer to uide.

erver upgrade

using an ID with NT administrative g on with administrative access, the

er CD. If AutoRun is enabled, a menu of If AutoRun is not enabled, browse the The RightFax install wizard opens.

ng screen to view the RightFax license ccept the license agreement in order to . Click Next.

ons screen, you will be prompted to rmation based on your previous RightFax ended that you do not change the

during an upgrade. Click Next.

T

ith RightFax, Captaris recommends that you purchase a separate QL backup utility and any additional SQL management tools you

eel necessary for proper management of your RightFax database.

hen installing MSDE on a computer that is running Windows 000 Server, the Microsoft Data Access Components (MDAC) are utomatically updated to MDAC 2.7 SP1a, unless a newer version lready exists on the server. These files are updated during a DAC 2.7 SP1a upgrade:

Warning If you will be instaSQL server, the SQL server mauthentication. If the SQL sedatabase will not install propNT authentication, you must before installing RightFax. Afre-set the SQL server for NTconfiguring RightFax to use Nthe RightFax Administrator’s g

Running the RightFax s

1. Log on to the computeraccess. If you do not loupgrade will fail.

2. Insert the RightFax servinstall options appears.CD and run Setup.exe.

3. Click Next at the openiagreement. You must acontinue the installation

4. On the Advanced Optienter configuration infoinstallation. It is recommsettings on this screen

able 3a Files updated during an MDAC upgrade

cliconfg.dll cliconfg.exe dbmsadsn.dll

dbmsrpcn.dll dbnmpntw.dll ds32gt.dll

instcat.sql msadce.dll msadcer.dll

msadcf.dll msadcfr.dll msadco.dll

msadcor.dll msadcs.dll msadds.dll

msaddsr.dll msado15.dll msadomd.dll

msador15.dll msadox.dll msadrh15.dll

msdadc.dll msdaenum.dll msdaer.dll

msdaora.dll msdaosp.dll msdaprsr.dll

msdaprst.dll msdaps.dll msdarem.dll

msdaremr.dll msdasc.dll msdasql.dll

msdasqlr.dll msdatsrc.tlb msdatt.dll

msdaurl.dll msdfmap.dll msjro.dll

msorcl32.dll msxactps.dll odbcbcp.dll

odbcconf.dll odbcconf.exe odbcconf.rsp

odbccp32.cpl odbccp32.dll odbccr32.dll

odbccu32.dll oledb32.dll oledb32r.dll

Page 18: instgd

RightFax 9.0 Installation Guide 18

executed properly, a success message will

ng SecureDocs recipients will be prompted to gin information when accessing SecureDocs

the SecureDocs Web site.

ightFax fax board drivers

ax server has been upgraded, remain logged on r using an ID with NT administrative access.

Fax hardware drivers CD. If AutoRun is enabled, ll options appears. If AutoRun is not enabled, and run Setup.exe. The RightFax install wizard

e opening screen to view the RightFax license must accept the license agreement in order to tallation. Click Next.

rdware Selection screen, select the type of fax e installed (Brooktrout and/or Dialogic). If you specify whether you have installed the I or Dialogic DM3 models. Click Next.

begin the installation.

sport Configuration screen opens, click OK to ing fax hardware configuration.

updated drivers have been installed, click Finish RightFax Fax Board Driver install wizard.

5. On the Database Options screen, select the type of SQL database you want use for RightFax:

� Install an MSDE Database. Select this option if your do not have or do not have access to an existing SQL database on your network. RightFax will install a stripped-down version of SQL sever.

� Use an Existing SQL Server. Select this option if you have a SQL server already running on your network and want to install the RightFax database schema directly to that server.

Click Next. If you connect to an existing SQL database, a screen will open prompting you for connection and login information so the RightFax server can access the SQL database. Complete the options on this dialog box according to your existing SQL installation and then click Next.

6. Click Install to begin the installation.

7. When the software update is complete, click Finish.

If you have the RightFax SecureDocs Module installed and running, you must complete an additional step to make sure that your existing RightFax database is properly synchronized with the new SQL database.

8. Open a command line prompt.

9. Change to the RightFax\WebApps\SecureDocs\Apps folder.

10.Run the following command:

synchdb RFServer 4 RightFax SQLLoginID Password

Where RFServer is the name of the RightFax server being upgraded. SQLLoginID is the login ID used to access the SQL database. This will be the DSN login ID if you are connecting to an existing SQL server or “sa” if you installed the MSDE SQL database. Password is the password for the SQL login you specified. If you installed the MSDE database, the password is blank which is indicated by two double quotes.

Examples synchdb RFServ 4 RightFax JaneDoe MyPasswordsynchdb RFServ 4 RightFax sa ““

11.If the commanddisplay.

12.Finally, all existirecreate their lodocuments on

Upgrading the R

1. After the RightFto the compute

2. Insert the Righta menu of instabrowse the CDopens.

3. Click Next at thagreement. Youcontinue the ins

4. On the Fax Haboards you havselect Dialogic,GammaLink CP

5. Click Install to

6. When the Trankeep your exist

7. When all of the to complete the

Page 19: instgd

Chapter 3 Installing the RightFax Server Software 19

Instal

IcC

Tsrdm

At

1

2

3

4

5

6

scribed in the RightFax Fax Board

RightFax database objects using r (described in the RightFax

ax server installation goes smoothly and s, it is important to perform each step in and correctly before proceeding to the

Server Softwares software, new information or software For the latest information on installing ightFax support Web site at

er_support. This site may provide nstalling and upgrading your RightFax

ation lets you create a new RightFax L server or install an MSDE 2000

ly on the RightFax server. MSDE does gement tools such as database backup tall MSDE, provided with RightFax, you purchase a separate SQL backup QL management tools you feel gement of your RightFax database.

lation Overview

mportant If you are installing RightFax in a Windows 2000 or 2003 luster, refer to “Installing RightFax in a Windows 2000 or Windows 2003 luster” on page 57 for special instructions.

he RightFax server is the computer that runs the fax server oftware. The server performs all the work required for sending and eceiving faxes, including managing the fax database, converting ocuments into fax images, adding signatures, overlaying forms, aintaining logs, printing faxes, and creating fax cover sheets.

complete RightFax server installation is comprised of these major asks:

. Optionally install the fax boards into your RightFax server chassis. If you will be using one or more remote BoardServer computers to house the fax boards, you do not need to have fax boards installed in the RightFax server computer. For more information on using remote BoardServer computers, refer to the RightFax Administrator’s Guide.

Note This step does not include installing the fax board driver software. The fax board drivers should be installed only after installing the RightFax server software.

. Install the RightFax server software (see “Installing the RightFax Server Software” on page 19).

. Enable your licensed product feature set (see “Enabling Your Licensed Product Feature Set” on page 22).

. Install the fax board drivers (see “Installing the Fax Board Drivers” on page 22).

. Install the RightFax administrative utilities (see “Installing the RightFax Administrative Utilities” on page 23).

. Configure the RightFax Server, WorkServer, and Doc Transport modules (described in the RightFax Administrator’s Guide).

7. Test the fax boards (deGuide).

8. Set up users and otherEnterprise Fax ManageAdministrator’s Guide).

To ensure that your RightFto avoid unnecessary delaythe installation completely next step.

Installing the RightFax By the time you receive thiupdates may be available. RightFax servers, visit the Rwww.captaris.com/customup-to-date information on iserver.

The RightFax server installdatabase on an existing SQRelease A database directnot include any SQL manautilities. If you intend to insCaptaris recommends thatutility and any additional Snecessary for proper mana

Page 20: instgd

RightFax 9.0 Installation Guide 20

ll be installing the RightFax database to an existing server must be configured to use SQL mixed-mode

SQL server is set to use NT authentication only, the tall properly. If your SQL server is configured to use ou must set it to use mixed-mode authentication htFax. After the installation is complete, you can r for NT authentication. For instructions on to use NT authentication to the SQL server, refer to trator’s guide.

htFax server software

omputer using an ID with NT administrative o not log on with administrative access, the

configuration of RightFax will fail.

stalling on a Novell network, the SAP Agent, X, and Gateway for NetWare must be installed on rver. File and Print services for NetWare should be lan to connect DOS clients.

Fax server CD. If AutoRun is enabled, a menu of ppears. If AutoRun is not enabled, browse the tup.exe. The RightFax install wizard opens.

e opening screen to view the RightFax license must accept the license agreement in order to tallation. Click Next.

e, organization name, and your product serial rompted. Click Next.

ype screen, select Typical Server to install the components, the Enterprise Fax Manager server ol, and FaxUtil, the RightFax fax mailbox. If you dditional server and client components, select Next.

eatures screen you can select any additional nts you want to install. Some of these additional

quire separate licensing, and may need

When installing MSDE on a computer that is running Windows 2000 Server, the Microsoft Data Access Components (MDAC) are automatically updated to MDAC 2.7 SP1a, unless a newer version already exists on the server. These files are updated during a MDAC 2.7 SP1a upgrade:

Warning If you wiSQL server, the SQLauthentication. If thedatabase will not insNT authentication, ybefore installing Rigre-set the SQL serveconfiguring RightFaxthe RightFax Adminis

To install the Rig

1. Log on to the caccess. If you dinstallation and

NoteIf you are inNWLINK IPX/SPyour RightFax seinstalled if you p

2. Insert the Rightinstall options aCD and run Se

3. Click Next at thagreement. Youcontinue the ins

4. Enter your namnumber when p

5. On the Setup TRightFax servermanagement towant to install aCustom. Click

6. On the Setup Fserver componecomponents re

Table 3b Files updated during an MDAC upgrade

cliconfg.dll cliconfg.exe dbmsadsn.dll

dbmsrpcn.dll dbnmpntw.dll ds32gt.dll

instcat.sql msadce.dll msadcer.dll

msadcf.dll msadcfr.dll msadco.dll

msadcor.dll msadcs.dll msadds.dll

msaddsr.dll msado15.dll msadomd.dll

msador15.dll msadox.dll msadrh15.dll

msdadc.dll msdaenum.dll msdaer.dll

msdaora.dll msdaosp.dll msdaprsr.dll

msdaprst.dll msdaps.dll msdarem.dll

msdaremr.dll msdasc.dll msdasql.dll

msdasqlr.dll msdatsrc.tlb msdatt.dll

msdaurl.dll msdfmap.dll msjro.dll

msorcl32.dll msxactps.dll odbcbcp.dll

odbcconf.dll odbcconf.exe odbcconf.rsp

odbccp32.cpl odbccp32.dll odbccr32.dll

odbccu32.dll oledb32.dll oledb32r.dll

Page 21: instgd

Chapter 3 Installing the RightFax Server Software 21

7

8

lled, the RightFax SQL database is ith the name of the RightFax server you are

n you need to replace or rebuild this server must have the exact same network al.

ct to an existing SQL database, a ting you for connection and login tFax server can access the SQL options on this dialog box according to

llation and then click Next.

e installation.

t the service account that the RightFax t. This should be an account with on the RightFax server. You can click

e user accounts accessible to the server e user account you want.

ssing files from or printing to Novell queues e service account must exist in Novell as an

add an e-mail gateway. E-mail gateways ax users send and receive faxes through ations. To add one or more e-mail teway and select the type of gateway to ew gateway, a configuration dialog box on completing the options in this dialog ax Administrator’s Guide.

additional configuration after the server is installed. For information on which components you have licensed, refer to the software product license card that was included with your RightFax software package. When you have selected the components to install, click Next.

. On the Advanced Options screen, you will be prompted to enter additional configuration information for the RightFax installation. Disabled options are not required for the feature set you selected.

SMTP Host. Enter the name of the SMTP server on your network that will transport all SMTP alerts and notifications and fax-over-IP messages. If you will not be using SMTP to deliver RightFax alerts or send documents via fax-over-IP, you may leave this option blank.

IIS User Account. If you have selected to install server components that require IIS server, enter the IIS user account that RightFax will use to access the IIS server.

RightFax Server Name. This option will only be available when installing clients, services, and gateways on remote computers. This tells the remote software where to locate the RightFax server.

Certified Delivery Webserver. If you are installing the Certified Delivery feature of the RightFax SecureDocs Module, enter the name of the IIS server on which the Certified delivery Web site will be located. Click Next.

. On the Database Options screen, select the type of SQL database you want use for RightFax:

� Install an MSDE Database. Select this option if you do not have access to an existing SQL database on your network. RightFax will install a stripped-down version of SQL server.

� Use an Existing SQL Server. Select this option if you have a SQL server already running on your network and want to install the RightFax database schema directly to that server.

Caution After it is instapermanently associated winstalling. If for any reasoRightFax server, the new identification as the origin

Click Next. If you connescreen will open prompinformation so the Righdatabase. Complete theyour existing SQL insta

9. Click Install to begin th

10.When prompted, selecservices will use to staradministrative privilegesLoad Users to list all thcomputer and select th

Note If you will be acceon a NetWare volume, thaccount.

11.You will be prompted tolet your organization’s ftheir e-mail client applicgateways, click Add Gaadd. When you add a nopens. For information box, refer to the RightF

Page 22: instgd

RightFax 9.0 Installation Guide 22

h the Captaris support departmentter your RightFax server by contacting the upport group at (520) 320-7070. The support

t you through the registration process.

Board Driverstype of fax boards you use, you must run a hardware driver install program on all ing the fax boards after installing the server. This rovided with your RightFax server software on a

ed “Fax Board Driver Install.”

to install the fax board hardware drivers. Be tallation on all RightFax servers and remote ines after installing or upgrading the RightFax

board drivers

oard Driver Install CD. If AutoRun is not tup.exe. The RightFax Hardware Module install

e opening screen to view the RightFax license must accept the license agreement in order to tallation.

rdware Selection screen, select the type of fax e installed (Brooktrout and/or Dialogic). If you specify whether you have installed the I or Dialogic DM3 models. Click Next.

begin the installation.

12.On new installations, the install wizard installs all of the selected RightFax components, but does not fully enable the software. The RightFax software must have its licensed feature set enabled, which you can do either via the Web, or by contacting the Captaris support department. For more information on enabling the licensed feature set, see “Enabling Your Licensed Product Feature Set” on page 22.

When the software installation is complete, click the Register Online button to enable your licensed product feature set via the Web. If you would prefer to contact the Captaris support department to enable your licensed product feature set, click Finish.

Enabling Your Licensed Product Feature Set

NoteIf you are upgrading an existing RightFax server, your existing feature set will be retained and this step is unnecessary.

After you complete a new installation of RightFax, the server will be licensed only for a limited feature set. To enable the full licensed functionality of your RightFax server, you must register the software with Captaris. At that time, you will be issued a “bump” code that enables your full feature set. Captaris provides two methods for registering your RightFax software.

Registering via the WebOn the last screen of the RightFax installation wizard is a Register Online button. You can click this button to register your RightFax software online during installation. Follow the instructions provided on the Web page to complete the registration and enable the full feature set of your RightFax server.

Registering througYou can also regisRightFax product sengineer will assis

Installing the Fax Regardless of the separate fax boardcomputers containinstall program is pseparate CD label

Follow these stepssure to run this insBoardServer machserver.

To install the fax

1. Insert the Fax Benabled, run Sewizard opens.

2. Click Next at thagreement. Youcontinue the ins

3. On the Fax Haboards you havselect Dialogic,GammaLink CP

4. Click Install to

Page 23: instgd

Chapter 3 Installing the RightFax Server Software 23

5

6

7

InstalTirRao

ch of the administrative utilities that are For more information the RightFax r to the RightFax Administrator’s Guide

istrative Utilities

tion

s RightFax privileges and options for all groups of users at once.

RightFax user IDs to the HP 9100C ender so that RightFax can apply users’ fax transmission and notification options.

faxes from RightFax users’ mailboxes at d interval.

fax data in text format for import into tabases.

s and presents data from your RightFax e for reporting and billing purposes.

Reporter installation includes ents of Crystal Reports 8.0. If you have other software that uses a different f this software, a conflict may occur.

y monitors any RightFax server on the .

users from a comma-delimited ASCII file.

s user settings for multiple RightFax

user, printer, and billing code information ODBC source.

scripting language for use with the Integration Module.

e published and private phonebook f one or more RightFax users.

. When the files are installed, the Transport Configuration dialog box opens. This is the configuration screen for the RightFax DocTransport module which lets you configure the methods by which RightFax will be able to transmit documents. This module lets you configure fax boards for conventional fax transmission, as well as set up RightFax for SMS messaging, Fax-over-IP, DOCPlus, and some specific Intel and Eicon fax boards. For information on properly completing the options in the DocTransport module Transport Configuration dialog box, refer to the RightFax Administrator’s Guide.

. After you close the Transport Configuration dialog box, click Finish to complete the RightFax Hardware Module install wizard.

If you installed drivers for the Dialogic DM3 fax board series, a separate Dialogic board configuration program will run. For information on completing this configuration, refer to the documentation included with your fax board or contact your board manufacturer.

. When prompted to restart the computer, select Yes.

ling the RightFax Administrative Utilitieshe RightFax server includes several administrative utilities that are

nstalled separately from the RightFax server. It is strongly ecommended that you install the administrative utilities on the ightFax server immediately after installing the server software. The dministrative utilities are installed in the RightFax\AdmUtils folder n the RightFax server.

The following table lists eainstalled in this procedure.administrative utilities, refe

Table 3c The RightFax Admin

Utility Descrip

ChgUser.exe Changeusers or

DSender.exe UploadsDigital Sspecific

FaxAge.exe Deletes schedule

FaxDump.exe Outputsother da

Fax Reporter Organizedatabas

The Fax componinstalledversion o

FaxStat.exe Remotelnetwork

ImpUser.exe Imports

ModUser.exe Changeusers.

ODBCSync.exe Imports from an

Perl The PerlRightFax

PhnPrint.exe Prints thentries o

Page 24: instgd

RightFax 9.0 Installation Guide 24

tFax Web Applicationsthese Web-based applications that can be s running Microsoft IIS version 5.0 or higher:

anager Web Edition (also requires .NET r greater)

ccess (also requires .NET Framework 1.1 or

d Delivery

ons should not be installed on the same ightFax server software, even if IIS is installed on r. Captaris recommends that all IIS applications edicated IIS server, separate from the RightFax

Microsoft Windows 2003 do not have IIS installed ows 2003, IIS 6.0 must be selected as an optional e operating system installation

ore of these applications, run the server bed on page 19) and select the applications to S” heading in the Setup Features screen.

any of these applications on a server running IIS st change some of the default settings in the IIS e changes can be made either before or after

To install the RightFax administrative utilities

1. Insert the RightFax server CD. If AutoRun is enabled, a menu of install options will appear. Click Exit.

2. Browse the CD and run Support\Admin Utilities\Setup.exe. The RightFax Admin Utilities install wizard opens.

3. Click Next at the opening screen to open the RightFax license agreement. You must accept the license agreement in order to continue the installation.

4. Enter your name and company name when prompted. Click Next.

5. Select Complete or Custom install. If you select Complete, all of the administrative utilities will be installed except Perl. To install Perl or to install only selected administrative utilities, select Custom.

If you select the custom install, a message will appear asking you to specify the applications you want. When you have specified the administrative utilities to install, click Next.

Note The custom install option also lets you change the destination folder for the administrative utilities files. Because the Crystal Reports components of the Fax Reporter utility must be installed on the same drive as Microsoft Windows, it is recommended that you do not change the default destination drive.

6. Click Install. The Setup program will install the specified utilities on the RightFax server. When the files have all been installed, click Finish to complete the installation.

Installing the RighRightFax includes installed on server

� Enterprise Fax MFramework 1.1 o

� RightFax Web Agreater)

� RightFax Certifie

These IIS applicaticomputer as the Rthe RightFax servebe installed on a dserver.

Tip Servers runningby default. On Windcomponent during th

To install one or minstallation (descriinstall under the “II

If you are installingversion 6.0, you muconfiguration. Thes

RFDiag.exe Displays diagnostic information about the RightFax server.

ServSync.exe Compares database objects on two RightFax servers.

Table 3c The RightFax Administrative Utilities (Continued)

Utility Description

Page 25: instgd

Chapter 3 Installing the RightFax Server Software 25

ycr

ConIpst

T

1

2

3

, then select This account. Enter the th Domain Administrator rights.

for these services:

oduleule

r for RightFax Web Access

Bin and open otingService.exe.config in a text editor.

RemotingService.exe as follows:

lement and clear the data associated Password entries.

entry to reflect the name of your SQL

urity=SSPI;Persist Security Info=True;" he value for the SqlConnectionString.

ecurity=SSPI;Persist Security nString” value=”user id=;data itial catalog=RightFax;password=”/>

rise Fax Manager Web Edition, refer to ’s Guide. For a description of RightFax ightFax Web Access Online Help. For a Delivery Web site refer to the RightFax e.

ou install the RightFax client applications, but they must be ompleted before these applications will work on computers unning IIS 6.0:

For Windows 2000 Server and Windows 2003 Server, you must register ASP.NET as a Web Service Extension. To do this, click Start > Run, then type cmd. Enter the following at the command prompt, and press ENTER:

C:\Windows\Microsoft.NET\Framework\v1.*\aspnet_regiis -iwhere v1.* is the most recent version of .NET Framework on your server.

In Internet Information Services Manager, Active Server Pages, ASP.NET, and ISAPI Extensions must be enabled. These features are enabled from the Web Service Extensions folder.

Parent Paths must be enabled, either for the Default Web Site as a whole, or for the SecureDocs virtual directory which appears after the installation of Certified Delivery. Edit the properties of either of these sites and select the Directory tab. Click Configuration, open the Options tab, and select Enable Parent Paths.

figuring SQL Server for RightFax Web Accessf you install SQL Server using Windows Authentication mode and lan to use RightFax Web Access, then you must configure pecific RightFax services to run as a Domain Administrator, and hen edit a configuration file so that users are able to login.

o configure RightFax services

. Choose Start > Settings > Control Panel, then double-click Administrative Tools.

. Double-click Services.

. Right-click RightFax DocTransport Module and choose Properties.

4. Display the Log On tabcredentials of a user wi

5. Click OK.

6. Repeat this procedure

� RightFax Database M� RightFax Server Mod

� RightFax Remoting

To configure SQL Serve

1. Navigate to ..\RightFax\Captaris.RightFax.Rem

2. Edit Captaris.RightFax.

� Locate the add key ewith the User Id and

� Edit the data sourceserver.

� Add "Integrated Secto the beginning of t

For example:

<appsettings>

<add key=”Integrated SInfo=True;SqlConnectiosource=MySqlServer;in

</appsettings>

3. Reset your IIS server.

For a description of Enterpthe RightFax AdministratorWeb Access, refer to the Rdescription of the CertifiedSecureDocs Module Guid

Page 26: instgd

RightFax 9.0 Installation Guide 26

RightFax server

uninstall the RightFax server, all RightFax program stry settings, and shortcuts are removed. In addition, configuration settings are removed as well as the fax ecommends that you back up the contents of the r before uninstalling the software. For information on the RightFax server, refer to the RightFax e.

Fax server CD. If AutoRun is enabled, a menu of ppears. If AutoRun is not enabled, browse the toRun.exe.

install options, select the option to install the . The RightFax install wizard opens.

e opening screen, select the Remove option, ext.

to uninstall the RightFax server.

tall process is complete, click Finish.

installation will use the first compatible printer driver HPFAX printer. If no compatible driver is found, one automatically. If this occurs, this driver and its not be removed if RightFax is uninstalled. In a 2000 and 2003 installation, the printer driver files \System32\Spool\Drivers\W32X86\3 and include

Repairing the RightFax Server InstallationThe RightFax Repair installation replaces missing or corrupted RightFax program files or Windows Registry settings, and retains your fax database and configuration settings.

To repair an installation

1. Insert the RightFax server CD. If AutoRun is enabled, a menu of install options appears. If AutoRun is not enabled, browse the CD and run AutoRun.exe.

2. In the menu of install options, select the option to install the RightFax server. The RightFax install wizard opens.

3. Click Next at the opening screen, select the Repair option, and then click Next.

4. Click Install to begin the Repair installation.

5. When the Repair installation is complete, click Finish.

Uninstalling the RightFax ServerTo ensure that all RightFax components are completely uninstalled, you must remove all separately installed RightFax components (the fax hardware drivers, administrative utilities, AutoReply, etc.) before uninstalling the RightFax server. These components can be uninstalled from Add/Remove Programs in Windows Control Panel.

To uninstall the

WarningWhen youfiles, Windows Regiall of your RightFax database. Captaris rentire RightFax foldecreating a backup ofAdministrator’s Guid

1. Insert the Rightinstall options aCD and run Au

2. In the menu of RightFax server

3. Click Next at thand then click N

4. Click Remove

5. When the unins

Note The RightFaxit finds to create theRightFax will install associated files will Microsoft Windows reside at ..Windowsthe following:

� HPLJ5.BUD� HPLJ5.GPD� PCL5ERES.DLL� STDNAMES.GPD� TTFSUB.GPD� UNIDRV.DLL� UNIDRV.HLP� UNIDRVUI.DLL� UNIRES.DLL

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Chapter 3 Installing the RightFax Server Software 27

UsingWmla

Erii

RunAEWlnu

Iutaa

TheEsgdsbF

tails of the selected fax server or the right, such as individual users or rred to as database objects. Database eted, and modified according your

x Manager Window

nfiguring fax servers and database ax Manager, refer to the RightFax

Enterprise Fax Managerith the Enterprise Fax Manager program, an administrator can anage users, groups, signatures, forms, printers, billing codes,

ibrary documents, and more, for all RightFax servers from one pplication.

nterprise Fax Manager (EFM) is a client application that can be un from any Windows 2000 or Windows 2003 computer, and it is nstalled on the RightFax server computer when you run the server nstallation.

ning the Enterprise Fax Manager programfter the RightFax server software has been installed, run nterprise Fax Manager from the Programs list in the Start menu. hen you run Enterprise Fax Manager for the first time, it will try to

og on under your network user ID. If you did not log on to the etwork as “Administrator” a Login dialog box will appear. Enter a ser ID and password with RightFax administrative access.

mportant When the RightFax server software is installed, a RightFax ser account is created called “administrator” with a blank password. Use his account to open Enterprise Fax Manager for the first time. Once you re running Enterprise Fax Manager, you can create a new administrative ccount with password protection.

Enterprise Fax Manager windownterprise Fax Manager displays data and statistics about RightFax ervers and the components of each server such as users and roups. In the left pane of the window is a tree structure that isplays each of the fax servers on your network and each fax erver’s components. To appear in this list, a RightFax server must e opened. To open a RightFax server on your network, select ile > Open and enter the name of the server when prompted.

The right pane displays decomponent. Items listed onlibrary documents, are refeobjects can be added, delneeds.

Figure 3.1 The Enterprise Fa

For more information on coobjects using Enterprise FAdministrator’s Guide.

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RightFax 9.0 Installation Guide 28

|o|p|v Specifies the path to a log file. Use the following flags to indicate the information to log:

i - Status messages

w - Nonfatal warnings

e - All error messages

a - Startup of actions

r - Action-specific records

u - User requests

c - Initial UI parameters

m - Out-of-memory or fatal exit information

o - Out-of-disk-space messages

p - Terminal properties

v - Verbose output

+ - Append to existing file

! - Flush each line to the log

“*” - Wildcard; log all information except the v option. To include the v option, specify “/l*v”.

tions for Microsoft Windows Installer (Continued)

Description

Running Silent Installs of the Serverand Fax Board Drivers

Both the RightFax server and Fax Board Driver installation programs uses Microsoft Windows Installer (Msiexec.exe), which is an executable program that interprets packages and installs products. Msiexec.exe enables you to install or upgrade the RightFax server silently (without user interaction or prompts). A silent installation can be used for a large-scale enterprise deployment to multiple RightFax servers.

The installation program is not designed to run on a remote computer. To use it to install on a remote computer, a third-party application such as SMS is required.

The following table describes some of the Msiexec.exe installation command line options you can use. For more detailed information and additional options, please refer to Microsoft documentation for Msiexec.exe.

Table 3d Command Line Options for Microsoft Windows Installer

Property Parameters Description

/i path/filename Installs or configures a product from a specified path and filename.

Use the format: /i path\filename

/l [i|w|e|a|r|u|c|m|+|!]Logfile

Table 3d Command Line Op

Property Parameters

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Chapter 3 Installing the RightFax Server Software 29

t installation errors, you must generate a roblems with the installation or by “Error” in the log.

/q

Table 3d

Propert

Force - Always prompts for a reboot at the end of the installation. The setup program will prompt the user with an option to reboot at the end. If there is no user interface, the system automatically reboots at the end of the installation.

Suppress - Suppresses prompts for a reboot at the end of the installation. The setup program will prompt the user with an option to reboot during the installation if it detects that a reboot is required to complete the installation. If there is no user interface, the system automatically reboots if one is required to complete the installation. Reboots at the end of the installation. For example, reboots that are caused by an attempt to install a file in use are suppressed.

ReallySuppress - Suppresses all reboots and reboot prompts if the setup program detects that a reboot is required to complete the installation. Suppresses all reboots and reboot prompts at the end of the installation. Both the reboot prompt and the reboot itself are suppressed. For example, reboots at the end of the installation that are caused by an attempt to install a file in use are suppressed.

icrosoft Windows Installer (Continued)

Description

To obtain information aboulog file with the /L option. Pconfiguration are preceded

n|b|r|f Sets the user interface level.

n - Setup does not prompt the user for information. It does not display progress indicators as it installs, and it does not display a completion message at the end of the installation.

b - Setup does not prompt the user for information, but it does display progress indicators and a completion message at the end of the installation.

r - Setup does not prompt the user for information. It does display progress indicators as it installs, but it does not display a completion message at the end of the installation.

f - Setup prompts the user for information, and it does display progress indicators and a completion message at the end of the installation.

Command Line Options for Microsoft Windows Installer (Continued)

y Parameters Description

reboot Force|Suppress|ReallySuppress

Table 3d Command Line Options for M

Property Parameters

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RightFax 9.0 Installation Guide 30

es text file

ightFax server installation properties and nts in a file called ServerProperties.txt. A sample is included on the RightFax server CD. rties use the default values. The RightFax server d in “Table 3f: RightFax Server Installation e 31.

stallation, the ServerProperties.txt file must ngs:

= TRUE EnglisherverName>erialNumber>ID = <Domain\UserName>WORD = <Password>Program Files\RightFax\

SERVER = <Server>USERNAME = <User>

guage> Specify what language the RightFax clients will use. This is set to English by default.

vername> Specify the RightFax server the clients, IIS, or remote services will connect to. For clients, this sets the server the client will open when first installed. For IIS and remote services it is used to specify the server to connect to for configuration info or settings.

Command Line Options (Continued)

meters Description

As part of the silent installation, you must install Microsoft Windows Installer, version 2.0 or later. This program is included on the root of the RightFax server CD and is called Instmsiw.exe.

Running a silent install of the RightFax server softwareThere are also several advanced RightFax command line options you can set, described in the following table. The command line format for these options is option=“value”

The silent install for RightFax does not support installing a separate MSDE SQL database on the RightFax server. The silent installation option can only be used when connecting to an existing SQL server.

The install properti

You must specify Rinstalled componeproperties text file Unspecified propeproperties are listeProperties” on pag

For a new server incontain these setti

INSTALL_SERVERRFLANGUAGE =SMTPHOST = <SSERIALNUM = <SWORKSRV_USERWORKSRV_PASSINSTALLDIR = C:\ALLUSERS = 1IS_SQLSERVER_IS_SQLSERVER_

Table 3e RightFax Advanced Command Line Options

Property Parameters Description

INSTALLLEVEL 1|2|3 Controls what features are visible to the user.

� 1 = Clients with no EFM� 2 = Clients with EFM� 3 = All features available

IS_SQLSERVER_DATABASE

<database> The name of the database to create on the SQL server. Default is RightFax.

IS_SQLSERVER_PASSWORD

<password> Password used to log on to the SQL server if SQL authentication is used.

IS_SQLSERVER_SERVER

<server> The name of the SQL server to connect to.

IS_SQLSERVER_USERNAME

<user> User name used to log on to the SQL server if SQL authentication is used.

RFLANGUAGE <lan

RFSERVERNAME <ser

Table 3e RightFax Advanced

Property Para

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Chapter 3 Installing the RightFax Server Software 31

IFt

E

t install performs no error checking. If you for which the server does not meet the ilent install will fail.

Table 3f

Propert

SMTPH fax documents that are addressed to

INSTALL ftware will be installed.

SERIAL

red. You must delete this line or comment program. If you keep this property in the n the serial number that is stored on your

WORKSPASSW

rom an earlier version, this property is not

ices will use to start. This should be an

WORKS rom an earlier version, this property is not

nt that the RightFax services will use to e RightFax server.

RFSERV ate with. This property is required for all

S_SQLSERVER_PASSWORD = <Password>or a server upgrade, the ServerProperties.txt file must contain hese settings:

INSTALL_SERVER = TRURFLANGUAGE = EnglishALLUSERS = 1

Caution The RightFax silenattempt to install componentsminimum requirements, the s

RightFax Server Installation Properties

y Value Description

OST <servername> Specify the name of the SMTP server on the network through whiche-mail recipients will be sent.

DIR <install path>

Default: c:\programfiles\rightfax\

Specify the path and the folder on the server where the RightFax so

The value must end with a backslash (\).

NUM <serial number> Specify the product serial number.

This property is required for new installations.

If you are upgrading from an earlier version, this property is not requiit from the properties text file so that it is not read by the installationproperties text file without specifying the product serial number, theRightFax server will be deleted.

RV_ORD

<password> This property is required for new installations. If you are upgrading frequired.

Specify the password for the service account that the RightFax servaccount with administrative privileges on the RightFax server.

The password is case-sensitive.

RV_USERID <domain\userID> This property is required for new installations. If you are upgrading frequired.

Specify the domain or workgroup and user ID for the service accoustart. This should be an account with administrative privileges on th

Use the format domain\userID.

ERNAME <server> Specify the RightFax server the modules of the install will communicsubfeatures except the server.

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RightFax 9.0 Installation Guide 32

res.

it install for only the current user. This value must

remote machine. This number must not push the

e Exchange 2000 Connector feature.

.

.

ature.

ture.

IUSRACCOUNT <userID> Specify the anonymous IIS user account to use for IIS featu

ALLUSERS 1 or 0 Specify “1” to install for all users on the system, “0” to havebe set to 1 for a server install.

NUMREMOTEWORKSERVERS

<number> Specify the number of remote WorkServers to install on thetotal number of WorkServers above 16.

INOUTDIR <path\folder> Specify the directory to put the In/Out directories into for th

INSTALL_SERVER TRUE Set to “TRUE” to install the RightFax Server feature.

INSTALL_EFM TRUE Set to “TRUE” to install the Enterprise Fax Manager feature

INSTALL_FAXCTRL TRUE Set to “TRUE” to install the RightFax Print Driver feature.

INSTALL_FAXUTIL TRUE Set to “TRUE” to install the FaxUtil feature.

INSTALL_OUTLOOK TRUE Set to “TRUE” to install the RightFax Outlook Client feature

INSTALL_MAPIPRINTER

TRUE Set to “TRUE” to install the MAPI Print Driver feature.

INSTALL_VIMPRINTER TRUE Set to “TRUE” to install the VIM Print Driver feature.

INSTALL_AUTOREPLYCLIENT

TRUE Set to “TRUE” to install the AutoReply Client feature.

INSTALL_INTERACTION TRUE Set to “TRUE” to install the Interaction Client feature.

INSTALL_PAPERPORT TRUE Set to “TRUE” to install the Paperport Client feature.

INSTALL_WEBEFM TRUE Set to “TRUE” to install Enterprise Fax Manager.

INSTALL_WEBCLIENT TRUE Set to “TRUE” to install the Web Client feature.

INSTALL_CERTIFIEDDELIVERY

TRUE Set to “TRUE” to install the Certified Delivery feature.

INSTALL_EXCH2KCLIENT

TRUE Set to “TRUE” to install the Exchange 2000 MMC Client fe

INSTALL_EXCH2KCONNECTOR

TRUE Set to “TRUE” to install the Exchange 2000 Connector fea

Table 3f RightFax Server Installation Properties (Continued)

Property Value Description

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Chapter 3 Installing the RightFax Server Software 33

INSTALLALERTIN

.

INSTALLWORKS

INSTALLBOARD

INSTALL

Table 3f

Propert

_REMOTEG

TRUE Set to “TRUE” to install the Remote Alerting and Monitoring feature

_REMOTEERVER

TRUE Set to “TRUE” to install the Remote WorkServer feature.

_REMOTESERVER

TRUE Set to “TRUE” to install the Remote Boardserver feature.

_JAVAXML TRUE Set to “TRUE” to install the Java/XML feature.

RightFax Server Installation Properties (Continued)

y Value Description

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RightFax 9.0 Installation Guide 34

stall of the fax board driversax board driver installation properties at the a properties text file. An example properties text eProperties.txt is included on the root of the . The fax board driver properties are listed in the

Driver Installation Properties

Value Description

TRUE Install Brooktrout fax board drivers.

You can specify both Brooktrout and Intel Dialogic fax board drivers in the command.

IC TRUE Install Intel Dialogic fax board drivers.

You can specify both Brooktrout and Intel Dialogic fax board drivers in the command.

CPI

DM3

If Dialogic, you must specify CPI or DM3 fax board drivers.

The following is an example of a batch file that silently installs Microsoft Windows Installer and the RightFax server. It generates the log file named “RightFax Server.log”:

@echo installing msiwi@time /TD:\instmsiw.exe /Q@time /T

@echo calling silent install@time /Tmsiexec PROPERTIESFILE=“%temp%\ServerProperties.txt” /i “D:\RightFax Product Suite.msi” /q /l*v “%temp%\RightFax Server.log”@time /T

After the silent installation, additional configuration of the server may be needed. Refer to the RightFax Administrator’s Guide for instructions on configuring the server.

Running a silent inYou must specify fcommand line or infile called HardwarRightFax server CDfollowing table.

Table 3g Fax Board

Property

BOARD_BROOK

BOARD_DIALOG

GAMMATYPE

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Chapter 3 Installing the RightFax Server Software 35

FWt

@@D@

@@m“H@

AbuA

ollowing is an example of a batch file that silently installs Microsoft indows Installer and the RightFax fax board drivers. It generates

he log file named “RightFax Hardware.log”:

echo installing msiwitime /T:\instmsiw.exe /Qtime /T

echo calling silent hardware installtime /Tsiexec PROPERTIESFILE=“%temp%\HardwareProperties.txt” /i

D:\RightFax Fax Board Driver.msi” /q /l*v “%temp%\RightFax ardware.log”time /T

fter the silent installation, additional configuration of the fax oards may be needed. To configure the boards after installation sing the BoardServer configuration program, refer to the RightFax dministrator’s Guide.

� � �

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RightFax 9.0 Installation Guide 36

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37Document

Chapt

Inst

Ttsr

Tl

ax client applications to your users’ ntify which applications are appropriate all only those applications.

a Windows-based application that rators access to all RightFax servers on Manager lets administrators manage all rver including managing users and other and stopping RightFax services, and . This application should be installed on ightFax administrators will be managing about running Enterprise Fax Manager,

nistrator’s Guide.

terprise Fax Manager (Enterprise Fax be installed on a Microsoft IIS server on of Enterprise Fax Manager provides all e Windows version, but is accessible

ia the Web using any Web browser. This anager is not installed as a client on installing Enterprise Fax Manager the RightFax Web Applications” on

Version xx-xxxx October 21, 2004

er 4

alling the RightFax Client Applications

he RightFax software includes the following client applications hat let RightFax users send and receive faxes via the RightFax erver and also let administrators manage RightFax servers from emote computers:

“Enterprise Fax Manager” (page 37)“RightFax Print Driver” (page 38)

“FaxUtil” (page 38)

“Outlook Advanced Fax Extensions” (page 38)“MAPI Print Driver” (page 38)

“VIM Print Driver” (page 38)“AutoReply Client” (page 38)

hese client applications can be installed in the following anguages:

English

FrenchFrench-Canadian

German

ItalianPortuguese

Spanish

Before installing the RightFcomputers, you should idefor each user and then inst

Enterprise Fax Manager

Enterprise Fax Manager is provides RightFax administthe network. Enterprise Faxaspects of the RightFax sedatabase objects, starting monitoring server statisticsall computers from which Rthe servers. For informationrefer to the RightFax Admi

A Web-based version of EnManager Web Edition) canyour network. This version the same functionality as thboth locally and remotely vversion of Enterprise Fax Mapplication. For informationWeb Edition, see “Installingpage 24.

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RightFax 9.0 Installation Guide 38

I (Messaging Application Programming ver lets fax users send fax images as e-mail MAPI-compliant applications such as Microsoft Mail, and Novell Groupwise. When the user using this print driver, a MAPI-compliant e-mail opens with the document attached as a TIFF sage can then be addressed and sent. This

be installed on all computers to which you want tionality. Before installing this application, make

int driver is installed on the client’s computer.

from Excel 97 with the MAPI print driver, in the Excel , set the print quality to 200 dots-per-inch (DPI) to FF image quality.

(Vendor Independent Messaging) Print Driver fax images as e-mail attachments using lications such as Lotus Notes and Lotus cc:Mail. ts a document using this print driver, a ail application window opens with the document file. The e-mail message can then be addressed lication should be installed on all computers to provide this functionality. Before installing this ure that a PCL print driver is installed on the

vice monitors one or more RightFax mailboxes nd automatically faxes a response to the sender der's caller service identification (CSID) eply Client lets administrators configure the

from any computer on the network This be installed on all computers from which

RightFax Print Driver

The RightFax Print Driver lets users fax documents directly from the applications used to create them (such as Microsoft Word.) The print driver also installs a RightFax tray icon in the Windows taskbar that lets users configure fax options, run fax client applications, send faxes, and set the default printer. This application should be installed on all computers from which RightFax users will be sending and receiving faxes.

FaxUtil

FaxUtil is a Windows-based fax mailbox tool that lets users send, receive, view, edit, and manage faxes. This application should be installed on all computers from which RightFax users will be sending and receiving faxes, unless you will be installing alternative client applications such as the RightFax Web Client, the Client for Microsoft Outlook (described in the RightFax Gateway for Microsoft Exchange Guide), or the Lotus Notes Client (described in the RightFax Gateway for Lotus Notes Guide). For information about running FaxUtil, refer to the FaxUtil online help which is installed with FaxUtil.

A Web-based version of FaxUtil (The RightFax Web Client) can be installed on a Microsoft IIS server on your network. This version of FaxUtil provides all the same functionality as the Windows version, but is accessible both locally and remotely via the Web using any Web browser. This RightFax mailbox tool is not installed as a client application. For information on installing the RightFax Web Client, see “Installing the RightFax Web Applications” on page 24.

Outlook Advanced Fax Extensions

The Outlook Advanced Fax Extensions enable advanced fax functionality in your users’ Outlook mailboxes. This application should be installed on computers running Microsoft Outlook only if you will be installing the RightFax Gateway for Microsoft Exchange. For information about using the Advanced Fax Extensions, refer to the RightFax Gateway for Microsoft Exchange Guide.

MAPI Print Driver

The RightFax MAPInterface) Print Driattachments usingOutlook, Microsoftprints a document application windowfile. The e-mail mesapplication shouldto provide this funcsure that a PCL pr

Note When faxing Page Setup settingsobtain the correct TI

VIM Print Driver

The RightFax VIM lets fax users sendVIM-compliant appWhen the user prinVIM-compliant e-mattached as a TIFFand sent. This appwhich you want toapplication, make sclient’s computer.

AutoReply Client

The AutoReply serfor inbound faxes abased on each sennumber. The AutoRAutoReply serviceapplication should

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hapter 4 Installing the RightFax Client Applications 39

RFA

RightFRc

Td

MinXP

irements for Microsoft Windows

Client Applicationsf the RightFax client applications may not ersions of the RightFax server, all of the etwork that will be accessed by fax users e upgrading the client applications.

applications, complete the steps for ).

s 8.0 and later, users can create nested d in earlier versions. In an environment een FaxUtil version 8.0 (or later) and earlier in the later version of FaxUtil won’t appear t. Similarly, folders created in earlier pear in FaxUtil 8.0. However, folders FaxUtil will appear in FaxUtil versions 8.5

Com

Mem

Har

CP

Driv

Dis

Key

z or higher Pentium-compatible CPU

RAM

ith 650 MB free space

o CPUs per computer

M or DVD drive

nitor running at a resolution of 800 × igher

d

C

ightFax administrators will be managing the AutoReply service. or information about AutoReply, refer to the RightFax dministrator’s Guide.

ax Client Computer RequirementsightFax client applications for this version can be installed only on omputers running the following operating systems:

Microsoft Windows XP Professional, SP1A

Microsoft Windows 2000 Professional, SP4

he minimum hardware requirements for the client computer vary epending on the operating system you are running.

imum hardware requirements for Microsoft Windows Professional

Minimum hardware requ2000 Professional

Upgrading the RightFaxBecause newer versions obe compatible with older vRightFax servers on your nshould be upgraded befor

To upgrade existing client client installation (page 41

Warning In FaxUtil versionfolders, which is not supportewhere users can switch betwversions, any folders createdin earlier versions of the clienversions of FaxUtil will not apcreated in earlier versions of and later in the All folder.

puter/Processor 233 MHz or higher Pentium-compatible CPU (300 MHz recommended)

ory 64 MB RAM (128 MB recommended)

d drive 1.5 GB

U support Up to two CPUs per computer

e CD-ROM or DVD drive

play VGA monitor running at a resolution of 800 × 600 or higher

board/Mouse Required

Computer/Processor 133 MH

Memory 64 MB

Hard drive 2 GB w

CPU support Up to tw

Drive CD-RO

Display VGA mo600 or h

Keyboard/Mouse Require

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RightFax 9.0 Installation Guide 40

ce the RightFax Print Driver installation to use ript print driver, add the following section to the

iring one of these printer drivers, all RightFax ust have network access to the HPFAX print

tFax server.

l load timeor each user to load the FaxUtil client application the number of RightFax users configured on the t FaxUtil is accessing. If the RightFax server mber of users, FaxUtil may be noticeably slow to

ers configured on the RightFax server results in imes, you can create a registry entry on client ables the automatic loading of users when loading of user records will occur only if a user FaxUtil that require it.

e loading of two types of user: administered cted users.

ers are users that appear in a RightFax r group administrator’s FaxUtil mailbox.

rs are users who have the Unprotected mailbox their user profiles. These users appear in all r lists as though they had delegated everyone m to access their fax mailboxes.

istrators, disabling the loading of both nprotected may be necessary. For all other nly necessary to disable the loading of

.

Before You BeginBy default, the RightFax client installation will use the first compatible printer driver it finds to create the RightFax Print Driver. If no compatible printer driver is found, RightFax will install one automatically.

Note If RightFax installs a printer driver automatically, this driver and its associated files will not be removed if RightFax is uninstalled. In a Microsoft Windows 2000 and XP Professional installation, the printer driver files reside at ..Windows\System32\Spool\Drivers\W32X86\3 and include the following:

� HPLJ5.BUD� HPLJ5.GPD� PCL5ERES.DLL� STDNAMES.GPD� TTFSUB.GPD� UNIDRV.DLL� UNIDRV.HLP� UNIDRVUI.DLL� UNIRES.DLL

You can force the client installation to use a specific printer driver (if installed on the client computer) by modifying the file Setup.ini in the folder that contains the Setup.exe file (described in the next section). To specify a printer driver, edit the file Setup.ini with any text editor. Add a new section entitled [CmdLine]. Add a property to this section called PreferredDriver and set it to one of the following values.

For example, to forthe Adobe PostScSetup.ini file:

[CmdLine]PreferredDriver=2

In addition to requclient computers mqueue on the Righ

Decreasing FaxUtiThe time required fdepends largely onRightFax server thacontains a large nuload.

If the number of usslow FaxUtil load tcomputers that disFaxUtil is run. The performs actions in

You can disable thusers and unprote

� Administered usadministrator’s o

� Unprotected usepermission set inother FaxUtil useelse to allow the

For RightFax adminadministered and uFaxUtil users, it is ounprotected users

Value Print driver

-1 Select automatically (default)

0 PCL-5

1 PCL-5E

2 Adobe PostScript

Page 41: instgd

hapter 4 Installing the RightFax Client Applications 41

To d

TcLS(

To d

TcL\

To a

TFRHWc

RightFTf

plications

ll the client applications directly from the s method is recommended only if you htFax client installations.

client applications from the CD

puter and insert the RightFax server led, a menu of install options appears. If , browse the CD and run AutoRun.exe.

tions, select the option to install the The RightFax install wizard opens.

ng screen to view the RightFax license ccept the license agreement in order to . Click Next.

ization name, and your product serial . Click Next.

een, select Typical Client and then click

screen you can remove or select tions you want to install. Enterprise Fax ightFax print driver, and the Microsoft for creating and sending faxes directly ) are already selected. When you have ts to install, click Next.

C

isable the loading of administered users

o disable the loading of administered users in FaxUtil on startup, lose FaxUtil and then add a REG_DWORD value called oadAdministeredUsers to HKEY_CURRENT_USER\oftware\RightFAX Client\FUW32 and set the value data to 0

zero).

isable the loading of unprotected users

o disable the loading of unprotected users in FaxUtil on startup, lose FaxUtil and then add a REG_DWORD value called oadUnprotectedUsers to HKEY_CURRENT_USER\SoftwareRightFAX Client\FUW32 and set the value data to 0 (zero).

utomatically disable user loading for new FaxUtil users

hese REG_DWORD values can also be applied for all new axUtil users on a particular computer. Modify the Windows egistry to add the REG_DWORD values described above to KEY_LOCAL_MACHINE\Software\RightFAX Client\FUW32. hen users run FaxUtil for the first time, they will be automatically

onfigured to disable the loading of users.

ax Client Installation Methodshe RightFax client applications can be installed using any of the ollowing methods:

“Installing the Client Applications from the RightFax CD” (page 41)

“Installing the Client Applications from a Network File Share”(page 42)“Creating an Automated Client Install” (page 43)

Installing the Client Apfrom the RightFax CD

Follow these steps to instaRightFax software CD. Thihave a small number of Rig

To install the RightFax

1. Log on to the client comCD. If AutoRun is enabAutoRun is not enabled

2. In the menu of install opRightFax product suite.

3. Click Next at the openiagreement. You must acontinue the installation

4. Enter your name, organnumber when prompted

5. On the Setup Type scrNext.

6. On the Custom Setupadditional client applicaManager, FaxUtil, the ROutlook fax extension (from Microsoft Outlookselected the componen

Page 42: instgd

RightFax 9.0 Installation Guide 42

e opening screen to view the RightFax license must accept the license agreement in order to tallation. Click Next.

e, organization name, and your product serial rompted. Click Next.

ype screen, select Copy Client Install Files ext.

stall Source Files screen, you will be prompted Fax server name. Enter the name of the RightFax want installed clients to connect to by default.

egin the installation.

llation is complete, the client install files will be :\RightFax Clients folder. Create a share of this e accessed by all users who will be running the

n.

htFax client applications from the re

lient computer and browse to the shared folder that contains the RightFax client install and run

RightFax install wizard opens.

e opening screen to view the RightFax license must accept the license agreement in order to tallation. Click Next.

e and organization name when prompted. Click

ype screen, select Typical Client and then click

7. On the Advanced Options screen, you will be prompted to enter additional configuration information for the RightFax client installation. Disabled options are not required for the feature set you selected.

RightFax Server Name. This option tells the client software where to locate the RightFax server by default. You can also change or add RightFax servers to connect to within each client application.

Language. Select the language to use for the client applications that will be installed. This option will be set to the operating system’s default language setting. To change the language setting, select the desired language from the list.

Click Next.

8. Click Install to begin the installation.

Installing the Client Applicationsfrom a Network File Share

You can install the RightFax client applications using a special client-only install that you place on a network file share. This installation is identical to client installation on the RightFax CD, except that only the client applications can be installed. First the client-only installation is placed on a network file share, and then the RightFax client applications can be installed from there.

To copy the client-only install files to a network file share

1. Log on to the file server computer and insert the RightFax server CD. If AutoRun is enabled, a menu of install options appears. If AutoRun is not enabled, browse the CD and run AutoRun.exe.

2. In the menu of install options, select the option to install the RightFax product suite. The RightFax install wizard opens.

3. Click Next at thagreement. Youcontinue the ins

4. Enter your namnumber when p

5. On the Setup Tand then click N

6. On the Copy Into enter a Rightserver that you Click Next.

7. Click Copy to b

8. When the instacopied to the Cfolder that can bclient installatio

To install the Rignetwork file sha

1. Log on to the con your networksetup.exe. The

2. Click Next at thagreement. Youcontinue the ins

3. Enter your namNext.

4. On the Setup TNext.

Page 43: instgd

hapter 4 Installing the RightFax Client Applications 43

5

6

7

CreatiISyai(smd

ax client applications using a special lace on a network file share. This

lient installation on the RightFax CD, applications can be installed. First the aced on a network file share, and then tions can be installed from there. For client-only installation on a network file

ent-only install files to a network file

in the installer settings file, Setup.ini, in the C:\RightFax Clients folder on the the client-only install.

linee, edit the Setup.ini file with a text editor. it the CmdLine= command.

es the installation command switches osoft documentation on the Windows

ation on these command line switches.

n

not prompt the user for information. It y progress indicators and a completion t the end of the installation.

not prompt the user for information. It isplay progress indicators as it installs. isplay a completion message at the end llation

not prompt the user for information. It y a completion message at the end of the

pts the user for information. It does gress indicators and a completion t the end of the installation.

C

. On the Custom Setup screen you can remove or select additional client applications you want to install. FaxUtil, the RightFax print driver, and the Microsoft Outlook fax extension (for creating and sending faxes directly from Microsoft Outlook) are already selected. When you have selected the components to install, click Next.

. On the Advanced Options screen, you will be prompted to enter additional configuration information for the RightFax client installation. Disabled options are not required for the feature set you selected.

RightFax Server Name. This option tells the client software where to locate the RightFax server by default. You can also change or add RightFax servers to connect to within each client application.

Language. Select the language to use for the client applications that will be installed. This option will be set to the operating system’s default language setting. To change the language setting, select the desired language from the list.

Click Next.

. Click Install to begin the installation.

ng an Automated Client Installf your network is equipped with Microsoft Systems Management erver (SMS), LanDesk, or a similar network management system, ou can automate the installation of RightFax client software using n SMS script or equivalent command. The RightFax client

nstallation program uses Microsoft Windows Installer Msiexec.exe) which, when run at a command prompt, can include witches to force a quiet install, output an SMS status .smf file, and ore. Refer to Microsoft documentation on the Msiexec.exe for etailed information on running it with a command.

You must install the RightFclient-only install that you pinstallation is identical to cexcept that only the client client-only installation is plthe RightFax client applicainstructions on copying theshare, see “To copy the clishare” on page 42.

Installation options are setwhich is located by defaultfile server where you copy

Modifying the command To create the command linIn the [Startup] section, ed

The following table describyou can use. Refer to MicrInstaller for the latest inform

Switch Descriptio

/qb Setup doesdoes displamessage a

/qn Setup doesdoes not dDoes not dof the insta

/qr Setup doesdoes displainstallation.

/qf Setup promdisplay promessage a

Page 44: instgd

RightFax 9.0 Installation Guide 44

guage> Specify what language the RightFax clients will use. This is set to English by default.

vername> Specify the RightFax server the clients, IIS, or remote services will connect to. For clients, this sets the server the client will open when first installed. For IIS and remote services it is used to specify the server to connect to for configuration info or settings.

Command Line Options (Continued)

meters Description

htFax software will be installed.

ot required. You must delete this line or comment tallation program. If you keep this property in the ber, then the serial number that is stored on your

The following tables describe the command line options and properties you can use..

Table 4a RightFax Advanced Command Line Options

Property Parameters Description

INSTALLLEVEL 1|2|3 Controls what features are visible to the user.

� 1 = Clients with no EFM� 2 = Clients with EFM� 3 = All features available

RFLANGUAGE <lan

RFSERVERNAME <ser

Table 4a RightFax Advanced

Property Para

Table 4b RightFax Client Installation Properties

Property Value Description

INSTALLDIR <install path>

Default: c:\programfiles\rightfax\

Specify the path and the folder on the server where the Rig

The value must end with a backslash (\).

SERIALNUM <serial number> Specify the product serial number.

This property is required for new installations.

If you are upgrading from an earlier version, this property is nit from the properties text file so that it is not read by the insproperties text file without specifying the product serial numRightFax server will be deleted.

Page 45: instgd

hapter 4 Installing the RightFax Client Applications 45

ALLUSE l for only the current user. This value must

INSTALL

INSTALL

INSTALL

INSTALL

INSTALLPRINTE

INSTALL

INSTALLCLIENT

INSTALL

INSTALL

INSTALL

INSTALL

INSTALLDELIVE

INSTALLCLIENT

INSTALLCONNE

Table 4b

Propert

C

RS 1 or 0 Specify “1” to install for all users on the system, “0” to have it instalbe set to 1 for a server install.

_EFM TRUE Set to “TRUE” to install the Enterprise Fax Manager feature.

_FAXCTRL TRUE Set to “TRUE” to install the RightFax Print Driver feature.

_FAXUTIL TRUE Set to “TRUE” to install the FaxUtil feature.

_OUTLOOK TRUE Set to “TRUE” to install the RightFax Outlook Client feature.

_MAPIR

TRUE Set to “TRUE” to install the MAPI Print Driver feature.

_VIMPRINTER TRUE Set to “TRUE” to install the VIM Print Driver feature.

_AUTOREPLY TRUE Set to “TRUE” to install the AutoReply Client feature.

_INTERACTION TRUE Set to “TRUE” to install the Interaction Client feature.

_PAPERPORT TRUE Set to “TRUE” to install the Paperport Client feature.

_WEBEFM TRUE Set to “TRUE” to install Enterprise Fax Manager.

_WEBCLIENT TRUE Set to “TRUE” to install the Web Client feature.

_CERTIFIEDRY

TRUE Set to “TRUE” to install the Certified Delivery feature.

_EXCH2K TRUE Set to “TRUE” to install the Exchange 2000 MMC Client feature.

_EXCH2KCTOR

TRUE Set to “TRUE” to install the Exchange 2000 Connector feature.

RightFax Client Installation Properties (Continued)

y Value Description

Page 46: instgd

RightFax 9.0 Installation Guide 46

tFax client to the Terminal Server according to in the RightFax Administrator’s Guide.

Fax Client program in Control Panel on the inal Server and select Use All Available HPFAX OK.

erminal Server, go to a command prompt and

xecute

he Client Installation

lists the most common error messages that may ing the RightFax client applications with the nd solutions.

Possible solutions

ilable Verify that the RightFax Database module and RightFax RPC Server module services are running on the RightFax server.

Check the Networking program in Control Panel on the Windows NT server and verify that the protocols installed and enabled match those used by the clients.

Configuring Windows Terminal Serverto Support RightFax Client Sessions

RightFax client applications can be installed on and run in multiple sessions from a Windows Terminal Server. Running the RightFax client in the Windows Terminal Server environment requires only one client install directly on the Terminal Server, but supports an unlimited number of simultaneous client sessions.

This installation also supports (but does not require) Citrix MetaFrame.

To install and configure the RightFax client on Windows Terminal Server

1. On the RightFax server, run the Server module configuration program from Enterprise Fax Manager.

2. In the Number of Fax Queues to Create box, enter the number of fax print queues to create to allow multiple users to send simultaneous print-to-fax jobs via Windows Terminal Server. This is the maximum number of sessions that can simultaneously access the fax print queue.

The number of queues you should specify depends on the total number of fax users that will be supported concurrently by Terminal Server. Twenty print queues is enough to easily support hundreds of concurrent Windows Terminal Server sessions, but you should specify more if necessary to prevent sessions from hanging if the queue becomes full.

Note You can increase or decrease the number of fax queues at any time to best match your level of fax traffic. If you do, you must start and then quit the RightFax Client program in Control Panel on the Windows Terminal Server to make the changes take effect.

3. On the Terminal Server, go to a command prompt and enter install mode by typing:

change user /install

4. Install the Righthe instructions

5. Open the RightWindows TermQueues. Click

6. Finally, on the Ttype:

change user /e

Troubleshooting tand Configuration

The following tableappear after installprobable causes a

Error or error message

The server is unava

The server is usingdifferent network protocols

Page 47: instgd

hapter 4 Installing the RightFax Client Applications 47

� Verify that the client and server machines can log on to a NetWare server. Verify that the SAP Agent is installed on the Windows NT server.

� Verify that the client and server are on the same network segment and that the router between the segments is configured to transport SAP type 0×640 messages.

Verify that the user logged in has access to the RightFax host file server. If the RightFax host file server is not a member, backup, or primary domain controller, then the user may not have access to the RightFax files or resource \PIPE\FAXDB. You may have to assign Guest privileges.

RightFax has its own list of fax users and the user ID specified is not on that list. You can use Enterprise Fax Manager to add users, either individually or by reading them from the domain or file server. When RightFax is first installed, the users “Administrator” and “Default” are loaded. Initially, neither user ID has a password.

You must use the correct password for the user specified. If the user has lost his password, a RightFax administrator can re-set the password in Enterprise Fax Manager.

Possible solutions

C

The common network protocol being used is not routed between LAN segments

� Try running a client on the same LAN segment as that of the server. Modify the appropriate bridge or routers to route the proper protocols.

� Update the server and clients to use a routed protocol.

� If the server machine has multiple network adapters installed, try removing all but one of the adapters and allow other routers on the network to route the packets.

The Windows NT server running RightFax is not configured to support NetWare clients

Verify that the Windows NT server is running gateway services for NetWare and the SAP Agent. Verify that the IPX/SPX transport is properly configured using the Network program in Windows Control Panel.

The NetWare clients are using different frame types than the Windows NT server

On the client computer, the frame type is in the Link Driver section of the NET.CFG. On the Windows NT server, the frame type is in the configuration of the NWLink IPX/SPX transport object in the Network program in Windows Control Panel. If the Windows NT server must support more than one frame type, ensure that the internal network number is a unique, non-zero number and that the Auto Frame Type Detection is disabled.

Error or error message Possible solutions

There is no SAP agent computer accessible to both the client and server machines

Unable to find FaxDB service

User ID was not found in database

The password supplied is incorrect

Error or error message

Page 48: instgd

RightFax 9.0 Installation Guide 48

� � �

The RightFax fax addressing dialog box opens, but nothing appears in FaxUtil

� You are using a different user ID than expected. Check the RightFax Client program in Control Panel to see what user ID the software is using.

� On Windows NT, the port setting for the fax printer may be incorrect. Complete the Configure Fax Printers dialog box according to the instructions in “Configuring Windows Terminal Server to Support RightFax Client Sessions” on page 46.

Error or error message Possible solutions

Page 49: instgd

Channels, User Licenses, and Optional Components 49

Chapt

UpgUser

Ys

MiaaBR

CheckTnccs

omponents

ager (see “Using Enterprise Fax and select the server you want to check.

the lower-right pane, double-click le. The RightFax Server Configuration

Chapter 5 Upgrading and Adding Fax

er 5

rading and Adding Fax Channels, Licenses, and Optional Components

ou can easily expand and extend the functionality of your RightFax erver by:

Upgrading the server (described on page 50)

Adding fax channels and user licenses (described on page 51)

Adding optional components (described on page 52)

ost of these additions to your fax server can be made without nstalling or re-installing software. You can add new functionality to ll RightFax servers using “bump codes.” Bump codes are special ctivation codes that enable specific functionality on the server. ump codes are provided by Captaris support engineers or your ightFax distributor, as described in this chapter.

ing for Installed Componentshe different types of RightFax servers are installed with different umbers of licensed fax channels and users, and different optional omponents enabled. Follow these steps to display a list of the fax hannels, users, and components that have been enabled on the erver.

To check for installed c

1. Run Enterprise Fax ManManager” on page 27)

2. In the list of services in RightFax Server Moduwindow opens.

Page 50: instgd

RightFax 9.0 Installation Guide 50

htFax Serverservers can support small, medium, and large llowing servers are available.

es

tion

htFax server supports unlimited user accounts, It one fax channel, and is expandable to 30 fax .

htFax server supports unlimited user accounts. It three WorkServers and one fax channel, ble to support unlimited fax channels. This server the RightFax Web Client™ and the OCR , OCR Converter™, Docs-on-Demand™, and nect™ modules.

rprise server is also available as a product suite des the RightFax Enterprise server, plus the for Microsoft® Exchange, the Gateway for Lotus

the Document Management Connector™, and the lerting™, and PDF modules.

tFax server and the RightFax Integration Module pplications for information exchange. The on Module integrates RightFax with applications rame, mid-range, and local area network host .

tFax Business Integration Module can be on the RightFax Business and Enterprise servers.

tFax Enterprise Integration Module can be on the RightFax Enterprise server.

htFax server supports up to 15 user accounts. It two WorkServers and two fax channels.

3. Click the Feature Activation tab. The server type, number of licensed fax channels and users, and enabled components are listed in the window on this tab.

Figure 5.1 The List of Enabled RightFax Components

Upgrading the RigCaptaris RightFax enterprises. The fo

Table 5a RightFax Server Typ

RightFax server Descrip

Business server This Rigincludeschannels

Enterprise server

This RigincludesexpandaincludesRouter™TeleCon

The Entethat incluGatewayNotes®, SNMP A

Integration server

The Righenable aIntegration mainfsystems

The Righinstalled

The Righinstalled

Satellite server This Rigincludes

Page 51: instgd

Channels, User Licenses, and Optional Components 51

T

1

2

3

4

5

6

7

8

9

nd User Licenses

distributor and purchase the appropriate . You will be sent a new license card that serial number.

ager (see “Using Enterprise Fax and select the server to which you are r licenses.

in the lower-right pane, double-click le. The RightFax Server Configuration

ation tab.

ightFax service will be stopped, and a layed. Be prepared to provide this bump port engineer.

ct support group at (520) 320-7070.

Fax service plans require that you contact for bump codes rather than the RightFax must contact your distributor at the phone as part of your service agreement.

elect the option for support with a , and then select the option for a bump outed to a support engineer.

provided by the support engineer for You will be provided with a new bump ture Activation tab.

Chapter 5 Upgrading and Adding Fax

o upgrade the RightFax server

. Contact your RightFax distributor and purchase the appropriate server license. You will be sent a new license card that includes a new product serial number.

. Run Enterprise Fax Manager (see “Using Enterprise Fax Manager” on page 27) and select the server that you want to upgrade.

. In the service name list in the lower-right pane, double-click RightFax Server Module. The RightFax Server Configuration window opens.

. Click the Feature Activation tab.

. In the Enter the System Identifier field, enter the RightFax system ID that was provided with your RightFax server software. Do not enter the product serial number, which is a separate identifier.

. Click Get Bump. The RightFax service will be stopped, and a bump code will be displayed. Be prepared to provide this bump code to a Captaris support engineer.

. Call the RightFax product support group at (520) 320-7070.

Important Some RightFax service plans require that you contact your RightFax distributor for bump codes rather than the RightFax support group. If so, you must contact your distributor at the phone number that was provided as part of your service agreement.

. From the voice menu, select the option for support with a Captaris faxing product, and then select the option for a bump code. Your call will be routed to a support engineer.

. Follow the instructions provided by the support engineer for upgrading your server. You will be provided with a new bump code to enter in the Feature Activation tab.

Adding Fax Channels a

To add fax channels

1. Contact your RightFax channel or user licenseincludes a new product

2. Run Enterprise Fax ManManager” on page 27) adding channels or use

3. In the service name list RightFax Server Moduwindow opens.

4. Click the Feature Activ

5. Click Get Bump. The Rbump code will be dispcode to a Captaris sup

6. Call the RightFax produ

Important Some Rightyour RightFax distributor support group. If so, you number that was provided

7. From the voice menu, sCaptaris faxing productcode. Your call will be r

8. Follow the instructions upgrading your server. code to enter in the Fea

Page 52: instgd

RightFax 9.0 Installation Guide 52

uctions provided by the support engineer for server. You will be provided with a new bump the Feature Activation tab.

the new bump code, the new RightFax ill be available. For information on configuring

tFax components, refer to the documentation for roducts.

� � �

9. After you have added the new fax channels or user licenses, they must be configured for use by RightFax. New fax channels are configured in the BoardServer configuration program. New users are configured in Enterprise Fax Manager. For information on running the BoardServer configuration program or Enterprise Fax Manager, refer to the RightFax Administrator’s Guide.

Enabling New RightFax Optional Components

To enable new RightFax components

1. Contact your RightFax distributor and purchase the appropriate component license. You will be sent a new license card that includes a new product serial number.

2. Run Enterprise Fax Manager (described in the RightFax Administrator’s Guide) and select the server to which you are adding the new component.

3. In the service name list in the lower-right pane, double-click RightFax Server Module. The RightFax Server Configuration window opens.

4. Click the Feature Activation tab.

5. Click Get Bump. The RightFax service will be stopped, and a bump code will be displayed. Be prepared to provide this bump code to a Captaris support engineer.

6. Call the RightFax product support group at (520) 320-7070.

Important Some RightFax service plans require that you contact your RightFax distributor for bump codes rather than the RightFax support group. If so, you must contact your distributor at the phone number that was provided as part of your service agreement.

7. From the voice menu, select the option for support with a Captaris faxing product, and then select the option for a bump code. Your call will be routed to a support engineer.

8. Follow the instrupgrading yourcode to enter in

9. After you enter component(s) wand using Righyour particular p

Page 53: instgd

Chapter 6 Documentation and Support 53

Chapt

Doc

RightFDaicpA(Mo

ApRdw

es all of the user guides available for tFax components that each guide

u must have Adobe Acrobat Reader robat Reader can be found on the RightFax

Docs folder.

n

nstalling, configuring, and using the F Module.

nstalling, configuring, and using the R Converter Module.

nstalling, configuring, and using the R Router Module.

nsive guide to configuring and all RightFax servers.

for C programmers and Visual Basic rs for using the RightFax API. This guide ble through the RightFax Developer’s

er 6

umentation and Support

ax Documentationocumentation for the RightFax server, the RightFax client pplications, and all of the RightFax components and modules is

nstalled in PDF format on the RightFax server. For your onvenience, Captaris also provides three of these guides in rinted form: the RightFax Installation Guide, the RightFax dministrator’s Guide, and the RightFax Integration Module Guide

provided only with a licensed copy of the RightFax Integration odule). The remaining guides are formatted to be easily viewed n-screen or printed.

ll of the RightFax user guides (including PDF versions of the rinted guides) are located in the RightFax\Docs folder on the ightFax server and on the product CD. In addition, most of these ocuments can be downloaded from the RightFax Web site at ww.captaris.com/customer_support/tech_docs/5609.html.

The following table describRightFax and lists the Righsupports.

Note To view these files, yoinstalled. A copy of Adobe Acserver installation CD in the

Table 6a RightFax User Guides

Guide name Descriptio

Activating and Using PDF Module

A guide to iRightFax PD

Activating and Using the OCR Converter Module

A guide to iRightFax OC

Activating and Using the OCR Router Module

A guide to iRightFax OC

Administrator’s Guide

A comprehemaintaining

API Reference Guide A referenceprogrammeis only availaNetwork.

Page 54: instgd

RightFax 9.0 Installation Guide 54

uide to installing, configuring, and using the htFax Lotus Notes Module.

uide to installing, configuring, and using the htFax Microsoft Exchange Module.

uide to installing the RightFax server, upgrading server, and adding new components.

uide to configuring RightFax to work with the rAction contact management system.

uide to installing, configuring, and using the htFax Integration Module.

uide to installing, configuring, and using the htFax InternetLink Module.

uide to installing, configuring, and using the htFax SecureDocs Module.

uide to installing, configuring, and using the htFax SNMP Alerting Module.

uide to installing, configuring, and using RightFax Connect.

es (Continued)

cription

Client for Lotus Notes Quick Reference Card

A reference card for users who will send and manage faxes with the RightFax Gateway for Lotus Notes.

Client for Microsoft Outlook Quick Reference Card

A reference card for users who will send and manage faxes with the RightFax Gateway for Microsoft Exchange.

COM Reference Guide

A guide to using the RightFax COM module for creating custom RightFax applications with Visual Basic. This guide is provided in PDF format on the RightFax COM Module installation CD.

Connector for Oracle CRM Guide

A guide to installing, configuring, and using the RightFax Connector for Oracle CRM.

Connector for OracleE-business Suite Guide

A guide to installing, configuring, and using the RightFax Connector for Oracle E-business Suite.

Connector for FileNet P8 Guide

A guide to installing, configuring, and using the RightFax Connector for Panagon Image Services. This guide is only available with the FileNet P8 integration software.

Connector for SAP R/3 Guide

A guide to installing, configuring, and using the RightFax Connector for SAP R/3.

Docs-on-Demand Guide

A guide to installing, configuring, and using RightFax Docs-on-Demand.

Document Management Connector Guide

A guide to integrating RightFax with iManage and Hummingbird content management applications.

Fax Board Guide A guide to all the fax boards supported by RightFax, including required hardware and software configuration.

FaxUtil Quick Reference Card

A reference card for users who will send and manage faxes with RightFax FaxUtil.

Table 6a RightFax User Guides (Continued)

Guide name Description

RightFax Lotus Notes Module Guide

A gRig

RightFax Microsoft Exchange Module Guide

A gRig

Installation Guide A gthe

Installing and Using the InterAction Integration Software

A gInte

Integration Module Guide

A gRig

InternetLink Module Guide

A gRig

SecureDocs Module Guide

A gRig

SNMP Alerting Module Guide

A gRig

TeleConnect Guide A gTele

Table 6a RightFax User Guid

Guide name Des

Page 55: instgd

Chapter 6 Documentation and Support 55

GettinMcof

Ota

TUko

ion in FaxUtilsers can select Contact Information, t lists RightFax technical support

mation Dialog Box

pears in English with RightFax contact it the text to provide customized

the text file Contact.txt located in the RightFax server. You can enter 24 lines ters per line.

es the skills to optimize your RightFax ve technical, administrative, and user full utilization and understanding of r classes are held at the state-of-the-art Tucson, Arizona, throughout the year, or nience of training at one of our regional s and computer-based training tools are ormation on RightFax training, please

g Help Onlineost of the RightFax windows and dialog boxes include

ontext-sensitive help. Typically, this help describes each field and ption in a dialog box. This context-sensitive help can be launched

rom the question mark icon in the title bar of a dialog box.

Click this icon, and then click any option on the dialog box to view its definition.

Or, press F1 to view a definition.

nline help for tasks or conceptual topics also is available. View his help by selecting the Help menu. You can browse the help for topic or use the index to look up key words and terms.

he RightFax Web site offers the latest product information. pdated documentation, a searchable customer support nowledgebase, software downloads, and the latest product fferings are all online at www.captaris.com/rightfax.

Editing Contact InformatIn the FaxUtil Help menu, uand a dialog box opens thacontact information.

Figure 6.1 The Contact Infor

This contact information apinformation, but you can edinformation. To do so, edit \RightFax\Bin folder on theof text and up to 59 charac

Captaris Training ServicRightFax training gives yousolution. Our comprehensitraining programs produceRightFax products. RegulaRightFax Training Center inyou can choose the convelocations. Training materialalso available. For more inf

Click thequestion mark icon

Select theHelp menu

Page 56: instgd

RightFax 9.0 Installation Guide 56

pport:

� � �

A

Voice: (520) 320-7070Fax: (520) 321-7461Web: www.captaris.com/rightfaxE-mail: [email protected]

ific time, Monday through Friday

ific time, Saturday

istration: (520) 320-7000

visit our Web site at www.captaris.com/training, or call us at (520) 320-7098 and let us help you develop a customized training plan for your organization.

Captaris Implementation ServicesCaptaris Implementation Services offers a team of highly skilled engineers who are experts in the deployment, implementation, and integration of RightFax solutions. Implementation services include installation and configuration, upgrades, configuration review, and advanced integration services. Whether it's through remote dial-in, an on-site implementation, or a combination of both, the Implementation Services team can quickly integrate RightFax solutions with your existing applications.

Customer SupportYour Customer Support Guide includes detailed information about the support options available to RightFax customers. Please fill out the RightFax Software Warranty & Registration Card and return it immediately. If you have questions of a technical nature, contact your organization’s RightFax administrator or network administrator before calling the RightFax customer support department. On the RightFax Web site, a database of customer support knowledge contains a wealth of information on installing, configuring, and maintaining RightFax software.

RightFax Customer Su

CaptarisSuite 2106303 E. Tanque VerdeTucson, Arizona 85715 US

5:00 A.M. to 5:00 P.M. Pac

7:00 A.M. to 3:00 P.M. Pac

Support Sales and Admin

Page 57: instgd

htFax in a Windows 2000 or Windows 2003 Cluster 57

Appen

Instor W

SysteIyHr2Scica

ConfigAstaach

during the Cluster service installation, ay also be used for the RightFax quorum drive is typically used as the

r the RightFax software. While this xity to recovery procedures in the event device failure, it will not affect ce, and it is a good choice when ited to a single RAID controller.

oardServers that no RightFax BoardServers be ardware. Phone lines and T1 lines ill not failover in the event of a hardware ends that you use remote BoardServers, ightFax server.

Appendix A Installing Rig

dix A

alling RightFax in a Windows 2000indows 2003 Cluster

m Requirementsnstalling RightFax in a Windows cluster environment requires that ou have two servers that are on the Microsoft Clustering ardware Compatibility List (located on the Microsoft Web site)

unning Windows 2000 Advanced Server or Windows Server 003 Enterprise Edition. You must also have an external SQL erver 2000 installation and two network cards. A hardware RAID ontroller is required for external array and is recommended for

nternal array. Windows Cluster Service must be installed, onfigured, and operational. There also must be an external RAID rray running either SCSI or fiber channel.

uring the Cluster Groupll of the clustered RightFax resources must be maintained in a ingle cluster group. This provides complete failover protection in he event of individual resource failures. This cluster group must lso include a disk resource, a server name resource, and an IP ddress resource. The combination of these core resources reates a virtual RightFax server. Configure the cluster group to ave a preferred server and to allow fail-back.

The default group created named “Cluster Group,” mresources. In this case, theshared installation drive foapproach may add compleof a Cluster service or diskconfiguration or performanhardware resources are lim

Configuring RightFax BIt is strongly recommendedinstalled on the clustered hcannot be clustered and wproblem. Captaris recommconnecting to the virtual R

Page 58: instgd

RightFax 9.0 Installation Guide 58

I ary node, install the RightFax server software to d drive you used for the first node. If prompted to puter at the end of the installation, select No. e fax board hardware drivers.

s installed on the secondary node, open the onfiguration program in Windows Control Panel, Boardserver, and then click Configure his creates the RightFax BoardServer service on ode.

s installed on the secondary node, open the uration program in Windows Control Panel and htFax services to manual start.

rs configuration program in Windows Control off sharing for the HPFAX printer.

t node and move the group back over to it.

ared driveitor, edit the file Setup.ini located in the folder ed the RightFax client installation files e RightFax Installation Guide). By default, this is ightFax Clients. Change the RFSERVERNAME e of the cluster.

on the shared drive called “Spool.” This folder pecify where the Print Spooler service will place

nstalling the RightFax ServerWhen the software installation is complete, create the RightFax cluster resources (described on page 59).

Installing RightFax on the two cluster nodesBefore installing RightFax on the two cluster nodes, ensure that a PCL5 printer driver (such as HP LaserJet 4) is installed on both computers. If not, install the driver by adding a printer in Windows. When prompted for a printer port, select File. Use the default printer name and do not print a test page. This step allows RightFax to create a print-to-fax queue during the server installation.

1. On both nodes, ensure that System group has full control of the the shared (cluster) drive to which RightFax will be installed.

2. On the primary node, install the RightFax server software to the shared drive according to the instructions in Chapter 3, “Installing the RightFax Server Software”. If prompted to restart the computer at the end of the installation, select No. Do not install the fax board hardware drivers.

3. After RightFax is installed on the primary node, open the DocTransport configuration program in Windows Control Panel, select RightFax Boardserver, and then click Configure Boardserver. This creates the RightFax BoardServer service on the primary node.

4. Open the Windows Services configuration program, stop all RightFax services, and set them all to manual start.

5. Open the Printers configuration program in Windows Control Panel and turn off sharing for the HPFAX printer.

6. Move the cluster group containing the disk, IP address, and network name resources to the node where RightFax was just installed.

7. On the secondthe same sharere-start the comDo not install th

8. After RightFax iDocTransport cselect RightFaxBoardserver. Tthe secondary n

9. After RightFax iServices configset all of the Rig

10.Open the PrintePanel and turn

11.Re-start the firs

Configuring the sh1. Using a text ed

where you plac(described in thinstalled in C:\Rvalue to the nam

2. Create a folderwill be used to sits spool files.

Page 59: instgd

htFax in a Windows 2000 or Windows 2003 Cluster 59

CreatiTar

Cre1

2

3

4

5

6

7

8

rver Module resource and then select New > Resource. The rd opens.

ription boxes, enter “RightFax Server

Generic Service.

up.

s box, enter the names of both nodes in them and clicking Add.

dencies box, add the Disk Resource, Address resources.

Parameters box, type “RFSERVER.”

k Name for Computer Name check

tion, click Add and type .” This allows the registry information ynamically change from one node to es down.

resource to the group.

eue Handler resource and then select New > Resource. The rd opens.

ription boxes, enter “RightFax Queue

Generic Service.

up.

s box, enter the names of both nodes in them and clicking Add.

dencies box, add the Disk Resource, Address resources.

T

Appendix A Installing Rig

ng the RightFax Cluster Resourceso create the RightFax cluster resources, run Cluster Administrator nd open the RightFax cluster group. You will create the following esources.

ating the File Share resource. Right-click Resources, and then select New > Resource. The

Generic Resource wizard opens.

. In the Name and Description boxes, enter “RightFax File Share.”

. Set Resource Type to File Share.

. Select the RightFax group.

. In the Possible Owners box, enter the names of both nodes in the cluster by selecting them and clicking Add.

. In the Resource Dependencies box, add the Disk Resource, Network Name, and IP Address resources.

. In the Generic File Share Parameters box, enter the path to the RightFax directory on the shared drive. Be sure to use RightFax as the share name.

. Click Finish to add the resource to the group.

Creating the RightFax Se1. Right-click Resources,

Generic Resource wiza

2. In the Name and DescModule.”

3. Set Resource Type to

4. Select the RightFax gro

5. In the Possible Ownerthe cluster by selecting

6. In the Resource DepenNetwork Name, and IP

7. In the Generic Service

8. Select the Use Networbox.

9. Under Registry Replica“SOFTWARE\RightFaxstored by RightFax to danother if the server go

10.Click Finish to add the

Creating the RightFax Qu1. Right-click Resources,

Generic Resource wiza

2. In the Name and DescHandler.”

3. Set Resource Type to

4. Select the RightFax gro

5. In the Possible Ownerthe cluster by selecting

6. In the Resource DepenNetwork Name, and IP

able A1 RightFax Cluster Resources

Name of Resource Type of Resource Service Name

RightFax File Share File Share N/A

RightFax Server Module Generic Service RFSERVER

RightFax Queue Handler Generic Service RFQUEUE

RightFax RPC Server Module Generic Service RFRPC

RightFax Paging Module Generic Service RFPAGE

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RightFax 9.0 Installation Guide 60

e Dependencies box, add the Disk Resource, and IP Address resources.

Service Parameters box, type “RFPAGE.”

Network Name for Computer Name check

add the resource to the group.

ightFax Printer

d print spoolerluster Administrator and select the RightFax

source called “Print Spooler.”

e type to “Print Spooler” and verify that the is the owner.

cluster nodes are listed under Possible

IP address, cluster name, and share drive as

the “Spool” folder you created on the shared

pooler resource in Cluster Administrator.

X print queuer folder on the RightFax virtual server.

CP/IP port, using the shared cluster IP address address and HPFAX as the port name.

Device Type, and click Settings. Select RAW and set the port number to 53199.

7. In the Generic Service Parameters box, type “RFQUEUE.”

8. Select the Use Network Name for Computer Name check box.

9. Click Finish to add the resource to the group.

Creating the RightFax RPC Server Module resource.1. Right-click Resources, and then select New > Resource. The

Generic Resource wizard opens.

2. In the Name and Description boxes, enter “RightFax RPC Server Module.”

3. Set Resource Type to Generic Service.

4. Select the RightFax group.

5. In the Possible Owners box, enter the names of both nodes in the cluster by selecting them and clicking Add.

6. In the Resource Dependencies box, add the Disk Resource, Network Name, and IP Address resources.

7. In the Generic Service Parameters box, type “RFRPC.”

8. Select the Use Network Name for Computer Name check box.

9. Click Finish to add the resource to the group.

Creating the RightFax Paging Module resource1. Right-click Resources, and then select New > Resource. The

Generic Resource wizard opens.

2. In both the Name and Description boxes, enter “RightFax Paging Module.”

3. Set Resource Type to Generic Service.

4. Select the RightFax group.

5. In the Possible Owners box, enter the names of both nodes in the cluster by selecting them and clicking Add.

6. In the ResourcNetwork Name,

7. In the Generic

8. Select the Usebox.

9. Click Finish to

Configuring the R

Creating a clustere1. Run Windows C

group.

2. Create a new re

3. Set the resourcRightFax group

4. Verify that bothOwners.

5. Set the cluster dependencies.

6. Set the path todrive.

7. Start the print s

Creating the HPFA1. Open the Printe

2. Create a new Tas the target IP

3. Select Customas the protocol

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htFax in a Windows 2000 or Windows 2003 Cluster 61

4

5

6

ConfigBRlr

O

1

2

3

4

E

1

2

3

tionx resources on-line.

, open Cluster Administrator and verify urrently owns all resources.

node and verify that all resource fail over

de and verify that all resources fail back.

� �

Appendix A Installing Rig

. Select an HP LaserJet III, LaserJet 4, or LaserJet 5 printer driver and share the printer as HPFAX.

. Open the Properties of the HPFAX printer, click the Advanced tab, and then click Separator Page. Enter the following for the separator page:

SharedDrive:\RightFax\bin\RightFax.sep

Where SharedDrive is the drive letter of the shared drive on which RightFax is installed.

. Re-start both nodes.

uring the SQL Server Databaseefore you activate RightFax on the nodes, you must open the ightFax database and edit the ServerGUID to reflect the correct

icensing information. This licensing information is stored in the egistry.

btaining the ServerGUID value

. Choose Start > Run, then type regedit.

. In the Registry Editor, navigate to HKEY_LOCAL_MACHINE > SOFTWARE > RightFax > Faxserver.

. Locate the ServerGUID key and note the String Value.

. Exit the Registry Editor.

diting the ServerGUID value

. Open SQL Server Enterprise Manager, locate the RightFax database, expand the treeview, and select Tables.

. Select the Configuration table, then choose Action > Open Table > Return all rows.

. Edit the ServerGUID column to reflect the data obtained from the Registry Editor, then exit SQL Server Enterprise Manager.

Completing the Installa1. Bring all of the RightFa

2. On the secondary nodethat the primary node c

3. Shut down the primary to the secondary node.

4. Re-start the primary no

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RightFax 9.0 Installation Guide 62


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