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RightFax 8.5 Installation Guide Contents Introduction ..................................................................................................................................... 7 Chapter 1: Hardware and Software Requirements .......................................................................... 9 Fax Server Requirements..............................................................................................................................9 Fax Board Requirements.........................
Contents Chapter 5: Documentation and Support .........................................................................................35 RightFax Documentation ............................................................................................................................ 35 Getting Help Online.................................................................................................................................... 37 Captaris Training Services......................................
RightFax 8.5 Installation Guide Introduction The RightFax Installation Guide is designed for RightFax administrators who will be installing the RightFax server software. This guide assumes you have knowledge of the Windows NT® and Windows 98, Windows 2000, or Windows XP operating systems, as well as knowledge of networking systems and your own organization’s network. This guide includes instructions for upgrading the RightFax server and installing new RightFax components.
RightFax 8.5 Installation Guide Chapter 1 Hardware and Software Requirements Fax Server Requirements The computer running the RightFax server software must meet or exceed the following specifications: 8 Windows NT Server v4.0 service pack 6 or later, Windows 2000 server, or Windows XP server. 8 Pentium II 233 MHz processor. 8 128 MB of RAM. More RAM may be needed if the server will also run other services such as SQL Server, SMS, or Microsoft Exchange. 8 1 GB hard drive or larger.
Chapter 1 Hardware and Software Requirements Fax Board Requirements RightFax supports Brooktrout fax boards and Intel Dialogic (also known as GammaLink) fax boards. For a list of all supported fax board types, refer to the RightFax Fax Board Guide. Installing the fax boards Fax boards can be installed in the computer running the RightFax server software, or on a separate computer called a “remote BoardServer.
RightFax 8.5 Installation Guide 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 phone number dialed. The fax board collects these digits and passes them to RightFax.
RightFax 8.5 Installation Guide Chapter 2 What is Installed on the RightFax Server? The RightFax server installation program installs the complete suite of RightFax products. The capabilities of the server and the modules that are enabled depend on your product licensing. Because all of the RightFax software is installed, the RightFax server can be upgraded and optional modules can be added simply by purchasing a license and activating the feature.
Chapter 2 What is Installed on the RightFax Server? 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 BoardServer Use this program to modify the RightFax BoardServer services.
RightFax 8.5 Installation Guide RightFax Services The 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 8.5 Installation Guide Chapter 3 Installing the RightFax Software Before You Begin Before you begin, ensure that your computer hardware and software meets the minimum requirements for server installation as outlined in Chapter 1, ”Hardware and Software Requirements”. Upgrading to RightFax Version 8.5 from a Previous Version 8 Before upgrading an earlier version of RightFax to version 8.5, you must uninstall the existing RightFax Fax Board Drivers.
Chapter 3 Installing the RightFax Software By the time you receive this software, new information or software updates may be available. For the latest information on upgrading the RightFax software, visit the RightFax support Web site at www.rightfax.com/support. This Web site may provide up-to-date information on installing and upgrading the RightFax server. To upgrade a RightFax server to version 8.5, run the server installation as described in the section “Installing the RightFax Server” (page 18).
RightFax 8.5 Installation Guide 4. Install the RightFax administrative utilities (see ”Installing the RightFax administrative utilities” on page 22). 5. Configure the RightFax Server, WorkServer, and BoardServer modules (described in the RightFax Administrator’s Guide). 6. Test the fax boards (described in the RightFax Fax Board Guide). 7. Set up users and other RightFax database objects using Enterprise Fax Manager (described in the RightFax Administrator’s Guide).
Chapter 3 Installing the RightFax Software 7. When prompted for an installation folder, click Next to accept the default folder (recommended) or click Change to select a new folder. 8. Continue until you are prompted for a default language.
RightFax 8.5 Installation Guide 15. To enable installation of the RightFax client software FaxUtil and Enterprise Fax Manager on client computers, share the RightFax folder by entering this line at a command prompt: NET SHARE RIGHTFAX=C:\PROGRAM FILES\RIGHTFAX (Where C:\PROGRAM FILES is the folder where you installed the RightFax server software.) Note On Novell networks, the RightFax\Client folder may need to be manually copied to a NetWare server volume.
Chapter 3 Installing the RightFax Software Installing the RightFax administrative utilities The RightFax server includes several administrative utilities that are installed separately from the RightFax server. It is strongly recommended that you install the administrative utilities on the RightFax server immediately after installing the server software. The administrative utilities are installed in the RightFax\AdmUtils folder on the RightFax server.
RightFax 8.5 Installation Guide 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\AdmUtils\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.
Chapter 3 Installing the RightFax Software Installing Fax Management Applications for Users RightFax supports several software applications that provide complete fax management capabilities for users, such as FaxUtil (the fax management application provided with the RightFax server), Microsoft Exchange, and Lotus Notes. The RightFax server also integrates with many third-party applications to provide native fax sending and receiving capability.
RightFax 8.5 Installation Guide Repairing the RightFax Server Installation The 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.
Chapter 3 Installing the RightFax Software Using Enterprise Fax Manager With the Enterprise Fax Manager program, an administrator can manage users, groups, signatures, forms, printers, billing codes, library documents, and more, for all RightFax servers from one application. Enterprise Fax Manager (EFM) is a client application that can be run from any Windows 98, Windows NT, or Windows 2000 computer, and it is installed on the RightFax server computer when you run the server installation.
RightFax 8.5 Installation Guide The right pane displays details of the selected fax server or component. Items listed on the right, such as individual users or library documents, are referred to as database objects. Database objects can be added, deleted, and modified according your needs. Figure 3.1 The Enterprise Fax Manager Window For more information on configuring fax servers and database objects using Enterprise Fax Manager, refer to the RightFax Administrator’s Guide.
RightFax 8.5 Installation Guide Chapter 4 Upgrading and Adding Fax Channels, User Licenses, and Optional Components You can easily expand and extend the functionality of your RightFax server by: 8 Upgrading the server (described on page 31) 8 Adding fax channels and user licenses (described on page 32) 8 Adding optional components (described on page 33) Most of these additions to your fax server can be made without installing or re-installing software.
Chapter 4 Upgrading and Adding Fax Channels, User Licenses, and Optional Components Checking for Installed Components The different types of RightFax servers are installed with different numbers of licensed fax channels and users, and different optional components enabled. Follow these steps to display a list of the fax channels, users, and components that have been enabled on the server. To check for installed components 1.
RightFax 8.5 Installation Guide Upgrading the RightFax Server Captaris RightFax servers can support small, medium, and large enterprises. The following servers are available. Table 4A Captaris RightFax Server Types RightFax server Description Business server This RightFax server supports unlimited user accounts, It includes one fax channel, and is expandable to 30 fax channels. Enterprise server Integration server Satellite server This RightFax server supports unlimited user accounts.
Chapter 4 Upgrading and Adding Fax Channels, User Licenses, and Optional Components 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.
RightFax 8.5 Installation Guide 8. 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. 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.
Chapter 4 Upgrading and Adding Fax Channels, User Licenses, and Optional Components 9. After you enter the new bump code, the new RightFax component(s) will be available. For information on configuring and using RightFax components, refer to the documentation for your particular products.
RightFax 8.5 Installation Guide Chapter 5 Documentation and Support RightFax Documentation Documentation for the RightFax server, the RightFax client applications, and all of the RightFax components and modules is installed in PDF format on the RightFax server.
Chapter 5 Documentation and Support Table 5A RightFax User Guides (continued) Guide name Description Administrator’s Guide A comprehensive guide to configuring and maintaining all RightFax servers. API Reference Guide A reference for C programmers and Visual Basic programmers for using the RightFax API. This guide can be downloaded from the RightFax Web site at www.rightfax.com/api.
RightFax 8.5 Installation Guide Table 5A RightFax User Guides (continued) Guide name Description InternetLink Module Guide A guide to installing, configuring, and using the RightFax InternetLink Module. SecureDocs Module Guide A guide to installing, configuring, and using the RightFax SecureDocs Module. SNMP Alerting Module Guide A guide to installing, configuring, and using the RightFax SNMP Alerting Module. TeleConnect Guide A guide to installing, configuring, and using RightFax TeleConnect.
Chapter 5 Documentation and Support Editing Contact Information in FaxUtil In the FaxUtil Help menu, users can select Contact Information, and a dialog box opens that lists RightFax technical support contact information. Figure 5.1 The Contact Information Dialog Box This contact information appears in English with RightFax contact information, but you can edit the text to provide customized information. To do so, edit the text file Contact.
RightFax 8.5 Installation Guide Captaris Implementation Services Captaris 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.
RightFax 8.5 Installation Guide Appendix A Installing RightFax in a Windows NT 4.0 or Windows 2000 Cluster System Requirements Installing RightFax in a Windows cluster environment requires that you have two servers that are on the Microsoft Clustering Hardware Compatibility List (located on the Microsoft Web site) running Windows 2000 Advanced Server or Windows NT 4.0 Cluster Server. You must also have two network cards.
Appendix A Installing RightFax in a Windows NT 4.0 or Windows 2000 Cluster Installing the RightFax Server When the software installation is complete, create the RightFax cluster resources (described on page 43). Installing RightFax on the two cluster nodes Before 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.
RightFax 8.5 Installation Guide Creating the RightFax Cluster Resources To create the RightFax cluster resources, run Cluster Administrator and open the RightFax cluster group. You will create the following resources.
Appendix A Installing RightFax in a Windows NT 4.0 or Windows 2000 Cluster Creating the RightFax Queue Handler resource 1. Right-click Resources, and then select New > Resource. The Generic Resource wizard opens. 2. In the Name and Description boxes, enter “RightFax Queue Handler.” 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.
RightFax 8.5 Installation Guide Configuring the RightFax Printer Creating a clustered print spooler 1. Run Windows Cluster Administrator and select the RightFax group. 2. Create a new resource called “Print Spooler.” 3. Set the resource type to “Print Spooler” and verify that the RightFax group is the owner. 4. Verify that both cluster nodes are listed under Possible Owners. 5. Set the cluster IP address, cluster name, and share drive as dependencies. 6.
