Zetafax Exchange Online Connector Setup Guide Equisys Ltd

Transcription

1 Zetafax Exchange Online Connector Setup Guide

2 Zetafax Exchange Online Connector Setup Guide All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Printed: 2013

3 Contents 3 Table of Contents The Zetafax Exchange Online Connector 4 Installing the Connector 5 Configuring Microsoft Exchange Online 6 Configuring Zetafax to connect to Exchange Online 8 Configuring Gateway users 13 Sending Options for a Fax Message 16 Manually Configuring Microsoft Exchange Online Manually Configuring Microsoft Exchange Online

4 4 Zetafax Exchange Online Connector Setup Guide Zetafax Exchange Online Connector The Zetafax gateway enables users to send faxes using their client, and to receive faxes directly to their Inbox. It supports a range of different systems, including Microsoft Exchange, Lotus Domino and other SMTP mail systems. The Zetafax Exchange Online C onnector adds support for Microsoft Exchange Online, which is part of the Office 365 cloud services suite. It enables users with corporate Exchange Online mailboxes to send and receive faxes simply using their corporate Zetafax Server, while ensuring that the fax traffic remains confidential and protected. How Zetafax integrates with Exchange Online The Zetafax Server uses a mailbox on the Exchange Online system, with a configuration setting in Exchange Online called a Transport Rule to redirect outgoing fax messages to that mailbox. To send a fax, the user simply sends an to a specific domain eg 1234@fax.mycompany.com. Exchange Online moves the message to the Zetafax Server mailbox for the Zetafax Server to retrieve. Because Zetafax retrieves the stored messages, there is no need for any changes to the corporate firewall, and no requirement for any changes to register the chosen domain name or associate it with the Zetafax Server computer. Faxes for sending, sending notifications and received faxes are passed directly to the Exchange Online system using a secure connection (rather than unsecure SMTP mail), so faxes remain confidential. Supported Office 365 plans The Exchange Online C onnector uses the Transport Rules feature in Exchange. This feature is not available in all Office 365 plans, so it is important to ensure that the Office 365 plan being used has this feature. The Zetafax Exchange Online C onnector supports the following plans: Enterprise E1 Enterprise E3 Enterprise E4 Midsize Business Kiosk Note that Small Business and Small Business Premium plans are not currently supported, as these do not allow use of Transport Rules. C ompanies using a Small Business plan will need to upgrade to a supported plan to allow use with Zetafax. Please contact Equisys for further information.

5 Installing the Connector 5 Installing the Zetafax Connector for Microsoft Exchange Online To get Zetafax working with Exchange Online requires you to have the following items installed on the Zetafax Server computer: Microsoft.NET 4.0 Framework The following items are all prerequisites of the Exchange Online configuration. Please note: The Windows Azure AD Module for Windows PowerShell does not support Windows Server 2008 SP2 and earlier, these steps can be carried out on any later Windows operating systems including Windows 7/8. The associated Exchange Online setup actions can be completed on any machine and do not need to be installed on the Zetafax Server computer. Windows PowerShell Microsoft Online Services Sign-in Assistant Windows Azure AD Module for Windows PowerShell Download links and further information for each of these can be found at ExchangeOnline. Step 1: Install Microsoft.NET 4 Framework The connector requires the Microsoft.NET 4 framework, the installer for which is available for download using the above link. Download the dotnetfx40_full_x86_x64.exe installation program and run it. This will extract and then check your system to determine whether you have the same or a higher version of the.net framework installed. Follow the setup program and install.net 4 as instructed. Step 2: Install Windows PowerShell The connector installation process uses Windows PowerShell. This is already installed on some operating systems, but must be installed on the Zetafax Server computer if not already present. To check whether Windows PowerShell is already installed, and install it if not, download and run the Windows PowerShell installation program from the above link. Note that you may be required to restart the computer after installing this component. Step 3: Install Microsoft Online Services Sign-in Assistant The connector installation process uses the Microsoft Online Services Sign-in Assistant to access the Exchange Online server. This must be installed on the Zetafax Server computer if not already present. Download the Microsoft Online Services Sign-in Assistant installation program from the above link. Run the Microsoft Online Services Sign-in Assistant and follow the prompts to complete the installation. Step 4: Install Windows Azure Active Directory Module for Windows PowerShell The connector installation process uses the Windows Azure AD Module for Windows PowerShell to access the Exchange Online server. This must be installed on the Zetafax Server computer if not already present. Download the Windows Azure AD Module for Windows PowerShell installation program from the above link. Run the Windows Azure AD Module for Windows PowerShell installer and follow the prompts to complete the installation.

6 6 Zetafax Exchange Online Connector Setup Guide Configuring Microsoft Exchange Online C onfiguring your Exchange Online Account to work with Zetafax requires a PowerShell script to be run which will automatically do the following: 1.C reate a mailbox called Zetafax in Exchange Online, for use by the Zetafax Server 2.C reate an Exchange Transport Rule to redirect messages sent to a given domain name to the Zetafax mailbox. This domain name can be selected during installation, and typically has the format fax.mycompany.com. In order to run the script you will need to specify the mailbox (username) and password for an Office 365 account with administrator rights ie an account which is able to create mailboxes and configure the Exchange Online system. Running the Zetafax Exchange Online setup script To enable Zetafax to access and automatically configure your Exchange Online account you need to run a Powershell script to carry out the steps mentioned above. If you do not wish to run the configuration script to automatically configure your Exchange Online account you can instead carry out the steps manually. Download the version on the ZetafaxExchangeOnlineSetup.exe file relevant to your operating system from the Exchange Online resources page. Run the file and a Windows Powershell window will open. You will then be asked to press enter to establish a connection to Exchange Online. A window will appear requesting an administrator username and password, enter these and click OK. Note that this must be an account with rights to create additional Office 365 users. If you have multiple domains setup as part of your Exchange configuration e.g. if we have setup equisys.onmicrosoft.com as our Office 365 account we may wish to add the domain equisys.com so that communications via Exchange Online come from this address. In this situation you need to inform Zetafax which domain you wish to create the mailbox for, the script will ask you to select the domain as shown below. Domain equisys.onmicrosoft.com <Default> equisys.com exampledomain.com No Enter No. of the Domain to use: C hoose the relevant domain by entering the corresponding number and pressing enter. Next you are prompted to enter the Zetafax mailbox password. This password will not expire, so it is important to enter a complex password (using a combination of upper and lower case letters, numbers and punctuation characters) to ensure that the Zetafax mailbox is fully secure. Enter this twice as directed. Please note: Keep the password for the Zetafax mailbox to hand as you will need to enter it in the Zetafax C onfiguration program to establish the connection with Exchange Online. The script will then create the account. You may be presented with a warning message indicating that your connection is being redirected, this is normal and is not a cause for concern. Next the script prompts for the domain name to use as the address when sending faxes, using the Office365 details to suggest a default, it then asks if you wish to change it. To accept the default enter n then press Enter, the script will finish setting up the transport rule. The default uses the format fax.mycompany.com eg a user sam@acme.com (or sam@acme.onmicrosoft.com ) would send a fax by sending an message to 1234@fax.acme.com. The default is recommended for most users to help with support, but can be changed if required. A typical session for domain name equisys.onmicrosoft.com is shown below.

7 Configuring Microsoft Exchange Online 7

8 8 Zetafax Exchange Online Connector Setup Guide Configuring Zetafax to connect to Exchange Online To enable Zetafax to communicate with Exchange Online you need to configure the Gateway using the Zetafax C onfiguration program. Step 1: Enable the gateway Open the Zetafax Configuration program, choose the Server settings option from the left pane, then click the Gateway icon to display the gateway configuration settings dialog. The default setting is for the Gateway to be disabled. Select the Enabled radio button to enable the Gateway. Please note: Whenever you switch between Enabled and Disabled, all addresses held by Zetafax are removed. These addresses can take some time to set up again, so take care not to disable the Gateway unless you really need to. Step 2: Add the Exchange Online system The first step in configuring the Gateway is to add Microsoft Exchange Online as a service in the Gateway Services C onfiguration dialog. Stop the Zetafax Server if it is running C lick the Add ... button to display the Gateway Services C onfiguration dialog.

9 Configuring Zetafax to connect to Exchange Online 9 Add Exchange Online to the Installed Drivers list, by selecting Exchange Online in the Available Drivers list then clicking the Add button. If your Zetafax system was configured to connect to another system before installing the Exchange Online C onnector files, then add each of these systems now by selecting each in turn then clicking the Add button. The configuration settings are retained, so you will not need to reconfigure these additional systems. C lick the OK button to return to the Gateway configuration settings screen. Step 3: Configure the Exchange Online driver settings The Gateway Properties dialog allows you to configure various settings for Exchange Online. C lick the Configure button to display the Gateway Properties dialog. Set the Polling interval to 30 seconds. For Exchange Online, the Zetafax Server polls the Exchange Online server across the Internet at the frequency specified by this setting. This interval can be reduced when configuring or testing the system,

10 10 Zetafax Exchange Online Connector Setup Guide however we recommend setting it to 30 seconds or longer for use on a live system. Highlight Exchange Online in the systems column and click Setup to display the settings dialog for the Exchange Online driver. Set the options as follows: o Driver enabled set to selected (enabled). This option enables or disables the Exchange Online portion of the gateway. o Username enter the address for the Zetafax mailbox account created earlier e.g. Zetafax@mycompany.com or Zetafax@mycompany.onmicrosoft.com. Note that this must be the Zetafax mailbox, not the administrator account. o Password enter the password for the Zetafax mailbox account created earlier. o Return sent files after transmission set to selected. This option specifies whether a copy of the sent fax should be included in the message sent back to the user when a fax completes. o Default coversheet set to your company default coversheet. This coversheet will always be used if the 'Always use default coversheet' option is selected, overriding any options specified when sending faxes. The drop down list shows all coversheets configured on the Zetafax Server it is updated automatically by the Zetafax C onnector. o Always use default coversheet set to not selected. Selecting this option forces all faxes sent from this account to use the default coversheet. If the option is selected then users will not be able to override the coversheet using the message commands. o Omit coversheet if no text set to not selected. This option is used in automated systems where fax messages including a coversheet are submitted by attaching to a mail message.

11 Configuring Zetafax to connect to Exchange Online 11 o Default letterhead set to (NONE) o Always use default letterhead set to not selected. If this option is selected then users will not have the option to select a letterhead using the message commands. Next click the Test Connection button to check the username and password entered above are correct and test connectivity with the Exchange Online server. On a newly configured system this can take up to two minutes to run please be patient. When the test is completed a dialog box will be displayed giving the result. Once the connection test has completed successfully, click OK to return to the Gateway Properties dialog, then click OK again to return to the Zetafax gateway configuration options screen. Step 4: Configure rendering options On the Zetafax gateway configuration options dialog, click the Rendering... button to display the Gateway Rendering Properties dialog. On the Applications tab, add ASC II to the Installed Applications list by selecting ASCII in the Available Applications list then clicking Install. Do not add any other applications, as this is used for a legacy rendering mechanism, and attached files are now rendered directly by the Zetafax Server using a more efficient mechanism. C lick OK to return to the Zetafax gateway configuration options screen select OK. Step 5: Export the list of mail users On the Zetafax gateway configuration options dialog, click OK to close the dialog. You will now be asked if you wish to export the list of users. If the prompt to export mail users is not displayed automatically when you close the configuration options dialog, then you can start the export process manually from the main screen of the Zetafax C onfiguration program by selecting Users and user groups > gateway users, right-clicking in the main right hand pane (list of users), then choosing Refresh.

12 12 Zetafax Exchange Online Connector Setup Guide C lick Yes to display the Export Mail users dialog. Enter the username and password for an administrator account for the Exchange Online system. The username is the address for the account (eg administrator@mycompany.onmicrosoft.com ) Note that this must be an administrator level account, in order to retrieve a list of all users. If you supply details for a standard user account, then the exported list will only contain details of that single account. C lick the Export button to start the export. The progress window will provide details on how the export is going and how many users it has retrieved. Once the Export has completed, confirm that the number of users found is as you would expect, then click Close to close the dialog.

13 Configuring Gateway users 13 Configuring Zetafax users to use the Gateway for Exchange Online Having configured your connection to Exchange Online, you now need to configure Zetafax user accounts to enable users to send and receive faxes. There are several ways of doing this, depending on the number of users you want to enable and whether users have individual direct dial (DID) numbers for receiving faxes. Enabling an existing Zetafax user account The simplest way of enabling a mail user to send and receive faxes is to create a Zetafax user account for the person, then enable the options to send and receive mail. From the main screen in the Zetafax C onfiguration program, choose the Users and user groups option from the left pane, then choose Zetafax users. C reate a new Zetafax account by choosing the Add new Zetafax user (Action menu) button or alternatively select an existing account by highlighting the user's entry and selecting Edit (Action menu), to display the Zetafax User Details dialog. Set the mail options as follows: o Allow sending from gateway set to selected (enabled). o Forward received messages via set to selected. This option causes received faxes to be sent to the person s Inbox, rather than the Zetafax Inbox (displayed using the Zetafax C lient). o user name this can be entered directly, or chosen from the exported list of users by clicking the Browse button. C lick OK to save the settings and close the dialog. Enabling multiple users Once you have tested the configuration with a single user account, you can then enable other users individually, or enable multiple accounts in a single operation. users can be configured to use individual Zetafax user accounts, or to use a shared mail profile account. Using an individual account is the

14 14 Zetafax Exchange Online Connector Setup Guide most flexible option, but a shared account is more efficient and simpler to manage for larger numbers of users. You should use individual (private) accounts if: You wish to allocate a personal direct dial (DID) incoming fax number for each user. The Exchange Online C onnector does not currently support storing DID numbers in Active Directory, so these must be configured for each user account within Zetafax. Users will run the Zetafax C lient to send faxes or monitor progress, in addition to submitting faxes via . The Zetafax C lient cannot be used with shared mail profile accounts. You wish to use advanced user configuration options such as permissioning or automatic printing, with different settings for each user. The features can be used with shared mail profile accounts, but they apply to all users using that account. To enable multiple users to use Zetafax, do the following: From the main screen in the Zetafax C onfiguration program, choose the Users and user groups option from the left pane, then choose gateway users. Select the users you wish to enable to use Zetafax, then choose Enable (Action menu). The system asks what type of account you want to use. C hoose the account type (as described above), then follow on-screen instructions to complete the process. Auto Enrollment You may prefer to use the auto enrollment feature provided by the wildcard entries created during the user import. This option does not allow the administrator precise control over who will use the gateway, as each user sending a fax from an enabled domain will be auto enrolled and tallied by Zetafax until the licensed number of users is reached. At this point any further users you may need to use the gateway will be rejected. The following table gives examples of the options: To enable Wildcard to be used Any user from yourdomain.com Any user from any domain Any user from sub-domain of yourdomain.com SMTP: *@yourdomain.com SMTP: *@* SMTP: *@*.yourdomain.com C lick the appropriate wildcard entry in the right pane of the gateway users list with the right mouse button and choose Enable from the pop-up menu. In the Enable Users dialog, Single shared account will be the only option. C lick the OK button to proceed: In the Add new Zetafax user profile dialog, enter EXONLINE and click OK: In the Zetafax user details dialog, click OK:

15 Configuring Gateway users The enabled wildcard entry will now appear in the right pane of the gateway users list with the user profile account as its Zetafax name. 15

16 16 Zetafax Exchange Online Connector Setup Guide Sending Options for a Fax Message Sending a fax message is simply a matter of sending the message by to an address consisting of the fax number, followed the transport rule we created earlier e.g @fax.mycompany.com or the standard rule of @fax.fax Launch your client program. C reate a new message. In the To: field, enter a fax number followed by the transport rule resulting in @fax.mycompany.com. C omplete the Subject and body fields of the message. Send the message. The characters allowed in the fax number are: The digits 0-9 for example @fax.mycompany.com. The international dialing character '+', for example @fax.mycompany.com Zetafax automatically replaces this by the configured international dialing prefix upon dialing. Zetafax ignores period '.' and minus '-'. Please note: That you should not include the.onmicrosoft.com extension in fax addresses, whilst this is the Zetafax Exchange Online account details, we are not attempting to send to this account. Instead you are identifying to Exchange Online that you would like to use the transport rule that was configured earlier. Therefore even if the sending account was Zetafax@mycompany.onmicrosoft.com to send a fax you would need to address it as @fax.mycompany.com where fax.mycompany.com matches the transport rule configured earlier. Specifying the name When you address a fax using just the fax number as described above, the Name field on the cover sheet or letterhead will be blank. If you want to specify the text for the Name field, you use the following form of address: Name<faxnumber@fax.mycompany.com> For example: Sam Smith< @fax.mycompany.com> In the Name position, the / \ [ ] ( ) and ~ characters have special meaning, so you are unable to use them directly in a name. To include any one in the name you must precede it by a \ character. For example, to set the name to: Sam Smith/Sally Smythe you use for example: Sam Smith\ /Sally Smythe< @fax.mycompany.com> Like addresses of all forms, this may be stored in your client program's address book. Specifying the organization Similarly unless you specify the Organization text, it will be blank on the coversheet or letterhead. If you want to specify the Organization text for the Name field, you use the following form of address: name {organization}<faxnumber@fax.mycompany.com> For example: Sam Smith {Smith and Sons} @fax.mycompany.com Specifying Fax Settings It is also possible to instruct Zetafax to apply coversheets, letterheads and other options by adding information to the address or subject lines. The fax settings can be specified in a number of locations which

17 Sending Options for a Fax Message 17 are listed below in priority order, meaning that an entry in the subject line for a particular coversheet will override one for the To address. This means that you can configure these settings in your address book to specify a particular coversheet or letterhead for a user without having to specify it each time. 1. Zetafax Exchange Online Setup - The options specified in the previous topic when configuring the mailbox. 2. Subject Line - Added to the subject line of the message 3. To Address - Added to the address line of the message 4. C C - Added to the C C field of the message Please note: That the To address and C C fields are not compatible with the /after command as addresses cannot contain the : character and as such should be added to the subject line. Similarly spaces or other characters which are not valid as part of an address should be added to the subject line instead of an addressing line. Specifying the coversheet or letterhead Normally when you send a message, Zetafax will use the default configured coversheet. If instead you meant to specify the coversheet to be used for the message, you add a special option to the end of the message's subject text, such that the subject is of the form: Subject line text /cov=coversheet_name Similarly this can work with the To and C C fields: / cov=coversheet_name@fax.mycompany.com Worked examples: Project Outline /cov=formal / cov=formal@fax.mycompany.com will cause the message to use the coversheet named 'formal'. Where Zetafax is configured to use a coversheet by default for each message it sends but you wish to send a message without a coversheet, you use the following option: Project Outline /nocov You may specify a letterhead in a similar way: Subject line text /let=letterhead_name Similarly this can work with the To and C C fields: / let=letterhead_name@fax.mycompany.com Worked examples: Our meeting / let=main / let=main@fax.mycompany.com to use the letterhead named main, and Our meeting / nolet / nolet@fax.mycompany.com to use no letterhead. Specifying send tim e and date Normally your message is sent at a time that is configured for you or your user group - usually as soon as higher priority messages have been sent. You may delay the sending by specifying a send time option on the end of the subject. Subject line text / option=value / option=value@fax.mycompany.com

18 18 Zetafax Exchange Online Connector Setup Guide The available options are: Option /after=yy-mm-dd /after=hh:mm[:ss] /offpeak Description Send after the specified date Send after the specified time Send in the off-peak period Please note: That the To address and C C fields are not compatible with the /after command as addresses cannot contain the : character and as such should be added to the subject line. Worked example: Our meeting / let=main /offpeak / let=main/offpeak@fax.mycompany.com causes the message to be sent in the off-peak period. Preview ing You may specify that the message be sent as a preview to you rather than to the recipient, allowing you to check it before resending it as normal. You specify a preview using an option on the end of the subject or in the address fields. Subject line text /preview / preview@fax.mycompany.com Worked examples: Our meeting / let=main/preview / let=main/preview@fax.mycompany.com After viewing the preview, to send the message to the recipient, remove the /preview option and re-send it.

19 Manually Configuring Microsoft Exchange Online Manually Configuring Microsoft Exchange Online 2010 If you do not wish to run the configuration script to automatically configure your Exchange Online account you can instead carry out the steps below to manually configure it. This process differs between Exchange Online 2010 and 2013, most users should be on the 2013 version. To configure the Exchange Online Account to work with Zetafax there are 3 main steps: 1.C reating a Zetafax Exchange Online Mailbox. 2.C reating a rule in the mailbox to redirect faxes to Zetafax. 3.Setting the Exchange Online account password so it does not expire. Exchange Online 2010 Log into Office 365 as a user with Administrator permissions and select the Admin section. Locate the Exchange section and click Manage to display the Mailbox details for your Office 365 account. C lick New to open the New Mailbox dialog shown below. Populate the fields ensuring that the Display name and User ID fields are set to Zetafax and click Save to continue.

20 20 Zetafax Exchange Online Connector Setup Guide Assigning an Exchange Online license to the Mailbox

21 Manually Configuring Microsoft Exchange Online Having created the Mailbox for Zetafax you need to issue it with a license to ensure that it continues to operate as expected. Log into Office 365 as a user with Administrator permissions and select the Admin section. In the left pane, under Management, click Users. Select the check box for the user Zetafax that we just created and then click Edit. Under Assign licenses, select the check box for Exchange Online and then click Save. Note: You may be required to specify the accounts geographical location, select the correct country from the drop down menu and then click Save. Create a rule in the Mailbox to redirect faxes to Zetafax Now that we have a Mailbox for Zetafax we need a mechanism to redirect faxes to it. Navigate back to the Mailbox settings by selecting the Admin section and then finding the Exchange section and clicking Manage. Select the Mail Control option and then Rules. C lick the New option to create a rule. The New Rule dialog will appear, select the If drop down menu and choose the The recipient address includes option. This will open the Specify Words or Phrases window which allows you to set the criteria under which this rule will be applied, such as fax.mycompany.com. Add the criteria and select the plus icon to add it, repeat as required before clicking OK. Next choose the Do the following drop down menu and choose the Redirect the message to option. This will display a list of all the configured mailboxes, select the one we created earlier called Zetafax and click OK and then Save to create the rule. Setting the Exchange Online Accounts Password so it does not expire Now that we have created a mailbox and an associated rule to redirect faxes to it, we need to configure Exchange Online so that the account password does not expire after the default 90 days. This is to ensure that there is not a connection issue when the Exchange Online account password comes up for revision.

22 22 Zetafax Exchange Online Connector Setup Guide You may need to download additional software to run the Windows Azure Active Directory Module, links for which are available here. o Microsoft Online Services Sign-in Assistant - Note requires a system restart to complete installation. o Windows Azure AD Module for Windows PowerShell. Download the Microsoft Online Services Sign-in Assistant and run it, you will be asked to accept the License Agreement before selecting Install and Finish once the setup program has completed. Next Download the Windows Azure AD Module for Windows PowerShell and run it, click Next and accept the License Agreement. C hoose the install location and click Next and then Install. C lick Finish once the setup program has completed. Next run the Microsoft Online Services Module for Windows Powershell and import the cmdlets by pasting the command: o import-module MSOnline Next enter the following command: o Connect-MsolService This will attempt to connect to the service, a dialog should appear requesting your login credentials, add these for the Administrator account to continue. Next paste the command: o Get-MSOLUser Select UserPrincipalName, PasswordNeverExpires This will display a list of User Principal Names, identify the one which pertains to Zetafax and add it instead of the entry in brackets <> in the command below. o Set-MsolUser -UserPrincipalName <your user principal name> -PasswordNeverExpires $true o e.g. Set-MsolUser -UserPrincipalName Zetafax@mycompany.onmicrosoft.com -PasswordNeverExpires $true Paste the above command, including your specific user principal name, to set the password on the mailbox to never expire. Your Exchange Online mailbox is now ready to use in conjunction with Zetafax, you now need to configure Zetafax to use this Exchange Online account.

23 Manually Configuring Microsoft Exchange Online Manually Configuring Microsoft Exchange Online If you do not wish to run the configuration script to automatically configure your Exchange Online account you can instead carry out the steps below to manually configure it. This process differs between Exchange Online 2010 and 2013, most users should be on the 2013 version. Users with existing 2010 accounts should follow these steps. To configure our Exchange Online Account to work with Zetafax there are 4 main steps: 1.C reating a user account for Zetafax 2.Licensing the Exchange Online Mailbox for Zetafax. 3.C reating a rule in the mailbox to redirect faxes to Zetafax. 4.Setting the Exchange Online account password so it does not expire. Creating the Zetafax User Exchange Online 2013 requires you to first create a user account upon which we can allocate a mailbox. Log into Office 365 as a user with Administrator permissions. Select the Admin drop down menu and choose Office 365. In the Left hand panel select Users and Groups. C lick on '+' button to open the New User dialog. Populate the fields ensuring that the Display name and User ID fields are set to Zetafax and click Next to continue. Licensing the Exchange Online Mailbox To enable Zetafax to have its own mailbox you first need to assign it an Exchange license. The next screen allows you to specify which elements of Office 365 you wish to grant the Zetafax user.

24 24 Zetafax Exchange Online Connector Setup Guide On the assign licenses screen uncheck all of the options save for Exchange Online and click Next. On the following screen click Create to setup the account and then Finish. Create a rule in the Mailbox to redirect faxes to Zetafax Now that we have a Mailbox for Zetafax we need a mechanism to redirect faxes to it. Navigate back to the Mailbox settings by selecting the Admin option and then Exchange. Select the Mail Flow option. C lick on '+' button and select create a new rule... The New Rule dialog will appear, give it a name to help you identify it and select the Apply this rule if drop down menu and choose the The recipient address includes option. This will open the Specify Words or Phrases window which allows you to set the criteria under which this rule will be applied, such as fax.mycompany.com. Add the criteria and select the plus icon to add it, repeat as required before clicking OK. Next choose the Do the following drop down menu and choose the Redirect the message to option. This will display a list of all the configured mailboxes, select the one we created earlier called Zetafax and click OK and then Save to create the rule.

25 Manually Configuring Microsoft Exchange Online Setting the Exchange Online Accounts Password so it does not expire Now that we have created a mailbox and an associated rule to redirect faxes to it, we need to configure Exchange Online so that the account password does not expire after the default 90 days. This is to ensure that there is not a connection issue when the Exchange Online account password comes up for revision. You may need to download additional software to run the Windows Azure Active Directory Module, links for which are available here. o Microsoft Online Services Sign-in Assistant - Note requires a system restart to complete installation. o Windows Azure AD Module for Windows PowerShell. Download the Microsoft Online Services Sign-in Assistant and run it, you will be asked to accept the License Agreement before selecting Install and Finish once the setup program has completed. Next Download the Windows Azure AD Module for Windows PowerShell and run it, click Next and accept the License Agreement. C hoose the install location and click Next and then Install. C lick Finish once the setup program has completed. Next run the Microsoft Online Services Module for Windows Powershell and import the cmdlets by pasting the command: o import-module MSOnline Next enter the following command:

26 26 Zetafax Exchange Online Connector Setup Guide o Connect-MsolService This will attempt to connect to the service, a dialog should appear requesting your login credentials, add these for the Administrator account to continue. Next paste the command: o Get-MSOLUser Select UserPrincipalName, PasswordNeverExpires This will display a list of User Principal Names, identify the one which pertains to Zetafax and add it instead of the entry in brackets <> in the command below. o Set-MsolUser -UserPrincipalName <your user principal name> -PasswordNeverExpires $true o e.g. Set-MsolUser -UserPrincipalName Zetafax@mycompany.onmicrosoft.com -PasswordNeverExpires $true Paste the above command, including your specific user principal name, to set the password on the mailbox to never expire. Your Exchange Online mailbox is now ready to use in conjunction with Zetafax, you now need to configure Zetafax to use this Exchange Online account.