Install and Configure RelayFax

Transcription

1 RelayFax Network Fax Manager How To Quick Start Guide Install and Configure RelayFax Welcome to RelayFax Network Fax Manager. This guide is designed to help you quickly install and start using your RelayFax. Before You Begin Note: Be sure to install RelayFax directly on the server (and not through RDP or other remote means) to ensure that the printer drivers install properly. Note: Before installing the RelayFax server software, you need to install the Windows Fax Service (also known as Windows Fax and Scan) on your server. This may require the Windows CD or other installation source. The RelayFax installation program will ask you a number of questions during the installation process that are required to configure your server. While it is possible to enter this information after installation, you can save time and end your installation with a fully configured server by knowing the answers to these questions before you begin. You will need to know: 1. The drive and directory in which you wish to install RelayFax (the default is C:\Program Files\RelayFax) 2. The registered user s name and company 3. The address that RelayFax will monitor for outbound faxes (this should be a dedicated address) 4. The default address that RelayFax will send all incoming faxes to (this needs to be a different address than the one RelayFax will monitor for outbound faxes) 5. Which components to install: The Server Application and Support Files (required) The RelayFax SMTP / Fax Client (required) The Printer Drivers (recomended) The OCR Engine (recomended) For The Server Installation, You Need To Know: 1. Your Company name (Example: ) 2. The Identification String that you wish to assign to your fax device (this is usually the same as your company name) - in some areas of the world, this string is required by law 3. Your fax and voice numbers 4. The domain name or IP address of your mail server (If you are running an internal mail server like MDaemon, you can use the Internal IP address of that machine. This could also be your ISP s mail server) 5. The logon and password for the RelayFax account on your mail server or at your ISP For The Client Installation, You Need To Know: 1. The domain name or IP address of your mail server or the ISP s mail server 2. Your address 3. The address of the RelayFax mail account

2 Page 2 Server Installation RelayFax Server Installation 1. Download the RelayFax Network Fax Manager installer file from www. altn.com. Select Downloads RelayFax Network Fax Manager. Click Download Now button, click your language selection and click Save File. The installer will now download. [Figure 2-1] 2. Double-click the RelayFax installer on your Windows desktop to begin the installation. Then click Next on the Welcome screen. 3. Click on I Agree on the End User License Agreement screen. 4. Browse to your preferred destination directory, or click Next to select Figure 2-1 the default C:\Program Files\RelayFax directory. 5. Select your preferred installation type: Select the first option to install a fully functional trial of RelayFax. Select the second option if you have already purchased a license key for RelayFax. 6. On the following three Customer Information screens, enter your country, address, and other requested information. If installing a trial, then be sure to enter a valid address. Your trial key will be sent to this address, and must be entered before proceeding to the next step. Click Next to continue. 7. Select the components you wish to install. By default, the RelayFax Figure 2-2 server application, SMTP client, and printer drivers will be installed. If you would like to install the OCR printer drivers, check the remaining box on this screen. Click on Next to continue. 8. On the Ready to Install screen, click Next to finish the installation process. System Service Setup Leave the box checked to Setup RelayFax as a system service. Leaving this box checked allows the RelayFax server to run automatically when you start the computer. Click Next to continue. Figure 2-3 Company Name and CSID String Each fax device must have a unique Call Subscriber Identification (CSID) string. It is common practice to use either your company name or fax number as your CSID. When two fax devices are negotiating a connection, they make this information available to each other. [Figure 2-2] Enter your company name and fax CSID string, then click Next. Fax and Voice Number If you would like your fax and voice numbers to appear on your default cover page, then enter them here. Click Next to continue. [Figure 2-3] Figure 2-4

3 Page 3 SMTP Server Information Enter the domain or IP address of your SMTP server, and the port on which messages are sent (in most cases, port 25). Inbound faxes will be sent to this server for distribution to their intended recipients. Click Next to continue. [Figure 2-4] Configure the RelayFax MAIL From Value 1. Enter the SMTP MAIL From value that RelayFax will use when connecting to your mail server (The SMTP MAIL FROM value will be used as the FROM field for any s RelayFax sends). Figure Then enter the default recipient address for messages whose recipient cannot be determined. (The default recipient address must not be the same address as the RelayFax server s account, and should not be accessed by RelayFax when it checks for new mail to fax out). 3. Click Next to continue. [Figure 3-1] POP Server Information Enter your POP server s host name or IP address, port (port 110 is the POP default), and POP account login credentials (this is the address that RelayFax will check for faxes waiting to be sent out, and will be listed in RelayFax under Mail Sources ). If you have MDaemon you can check the box on this screen to create a RelayFax account on your MDaemon server. Click Next to continue. [Figure 3-2] Figure 3-2 RelayFax SMTP Client and Printer Driver Setup On the RelayFax SMTP Client / Printer Driver Setup screen, leave the upgrade box unchecked and click Next. This is for the client that resides on the server, and is mostly used for testing only. RelayFax Server Account Enter your name and address in the My Real Name and My Address fields. Documents printed to the RelayFax printer driver are sent from this address. Next, enter the host name or IP address of your mail server and the address that RelayFax will monitor for outbound faxes. Then, click Next. [Figure 3-3] Figure 3-3 Contact Manager Select the Contact Manager you would like to use for RelayFax, then click Next. RelayFax and the RelayFax SMTP Client are each equipped with a complete fax contact and address book management system. It can be used to manage all of your contacts, and supports storing a large amount of information for each one. [Figure 3-4] Figure 3-4

4 Page 4 RelayFax Server Install Complete Select the appropriate boxes to check for updates and / or launch RelayFax. Select Register TIF Extensions to designate RelayFax as the default application for viewing TIF files. Then, click Finish. Your Install is Complete. You are now ready to launch RelayFax. Client Installation Note: Before you begin, be sure to install the RelayFax SMTP client directly on the server or client (and not through RDP or other remote means) to ensure that the printer drivers install properly. RelayFax Client Installation 1. Download the RelayFax Network Fax Manager Client Installer from. Select Downloads RelayFax Network Fax Manager. Click Client Installer button, click your language selection, fill out the form, click Continue, and click Save File. The installer will now download. [Figure 4-1] 2. Double-click the RelayFax Client Installer on your Windows desktop to begin the installation. Then click Next on the Welcome screen. 3. Click on I Agree on the End User License Agreement screen. Figure Verify the directory for this installation, then click Next. 5. Enter your full name and company name in the blanks provided, then click Next. 6. Select the components you wish to install: 1. The RelayFax SMTP/FAX client box is checked by default. 2. Check Printer drivers if you would like to install the RelayFax printer drivers, which allow you to send faxes by printing to the printer driver. 3. Check the third box to install the OCR printer driver. 4. Select your default paper size in the drop-down menu. 5. Finally, click Next. [Figure 4-2] 7. On the Ready to Install screen, click Next to finish the installation Figure 4-2 process. RelayFax SMTP Client and Printer Driver Setup On the RelayFax SMTP Client / Printer Driver Setup screen, click Next. We will assume this is a new installation and not an upgrade, so the box will be left unchecked. [Figure 4-3] Name, Address, and Server 1. In the My Real Name field, enter your name. This information may appear on the cover pages of faxes that you send. Figure 4-3

5 Page 5 2. In the My Address field, enter your address. RelayFax will send delivery confirmation notices and notifications of problems with your fax to this address. 3. In the My Mail Server Name or IP field, enter the Host Name or IP Address of your mail server. 4. In the RelayFax Address field, enter the address of the RelayFax server. 5. Click Next to continue. [Figure 5-1] Contact Manager 1. Choose the Contact Manager you would like to use with RelayFax. Figure 5-1 [Figure 5-2] Windows Address Book (WAB) - a component of Windows that lets users keep a single list of contacts that can be shared by multiple programs. It is most commonly used by Outlook Express. In Windows Vista, Windows Address Book was replaced with Windows Contacts. Address Express (Address Ex) - included with RelayFax, it can be used to manage all of your contacts, and supports storing a large amount of information for each one. You can add up to 50 fields for each contact, assign contacts to groups, add notes for them, sort by any field, launch your web browser, phone dialer, or program, and a host of other features. Figure 5-2 For more information regarding the various features and options available within either WAB or Address Ex, see the Contact Manager chapter in the RelayFax Help file. 2. If your system administrator has specified a shared contact list file, you can enter the path to that file in the blank provided. 3. When Add Fax Client to Startup Group is checked, the RelayFax SMTP client will start automatically when you start your computer. 4. Click Next to continue. RelayFax Client Install Complete 1. When Register TIF Extensions is checked, Windows will use the Figure 5-3 RelayFax Client Viewer to open all TIF documents. 2. Select Finish to complete the RelayFax SMTP Client installation. [Figure 5-3] , Ltd. MDaemon, WorldClient, RelayFax, and Alt-N are trademarks of, Ltd. All trademarks are property of their respective owners