Virtualizing Open Text Fax Server with Realtime Fax over IP and Open Text Fax Gateway

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Virtualizing Open Text Fax Server with Realtime Fax over IP and Open Text Fax Gateway Abstract Computer virtualization is a revolutionary concept that provides organizations with a powerful, simple, and cost-effective alternative to traditional IT infrastructures. Open Text Fax Server, RightFax Edition offers a flexible and seamless integration with the industry leading hypervisor platform VMware ESX. This paper discusses the concept and benefits of virtualization of key systems and applications. It also presents a number of scenarios to help you achieve a unified and fully supported virtual IP Fax environment centered on Open Text Fax Server, T.38 real-time Fax over IP, and an Open Text Fax Gateway.

2 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Contents Virtualization Overview... 3 Layers of a Virtual Fax Server... 3 Fax Server Consolidation Concept... 4 Virtual Fax Server Requirements... 5 Real-Time Fax over IP Overview... 6 Benefits of FoIP... 6 Fax Gateways simple, scalable, flexible... 8 Gateway Topologies... 8 Legacy PBX Scenario... 8 Small Office Scenario... 9 Virtualization scenarios... 10 Topologies... 10 Simple Concept... 10 Shared Services Model... 11 Hybrid Model... 11 Summary... 12

3 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Virtualization Overview Among the many benefits of computer virtualization is the ability to consolidate multiple physical machines onto a single traditional server and do so in a remarkably expeditious fashion. The net result equals a significant reduction in expenditures (less hardware and energy costs) and a new centralized point of administration that streamlines server management and increases the agility and efficiency of your IT organization. Achieving virtualization is neither costly nor difficult to implement. It requires only virtual machine software - in this case, VMware ESX Server - and a physical server that meets the requirements set by the VM software manufacturer. Some of the salient benefits of virtualization are as follows: Minimize server sprawl and IT infrastructure footprint Environmentally conscientious technology (less hardware equals less cost and lower power consumption) Streamlines server management and improves IT operational efficiency Rapid return on investment Enormously scalable and flexible, yet simple to implement Seamless interoperability with existing voice and data networks Layers of a Virtual Fax Server The layers of a virtual server are analogous to building blocks (figure 1). The base layer represents the host server - a traditional server - and the lone piece of required local hardware. It consists of a computer chassis and associated internals and an operating system supported by VMware ESX. The remaining layers are software-based (table 1 and figure 1). Table 1. Virtual server layers. Virtual Server Layer Hypervisor layer Operating system Layer Application layer Description The application platform (VMware ESX) that allows for the creation and management of virtual machines. Installed on the operating system that resides at the base layer. The Windows Server OS that will become the virtual machine/server and where Fax Server is installed. The most figurative of the layers described, it represents the Open Text Fax Server installation, which is on the Windows Server virtual machine (operating system layer).

4 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Figure 1. Virtual server layers. Fax Server Consolidation Concept Below, a conceptual graphic demonstrating how a single physical server can support many virtual servers. Only the VM platform (ESX) and the horsepower of the ESX host server govern or otherwise limit the total number of virtual servers. High performance servers and those with specialized CPUs (e.g., AMD-V and Intel VT-x) that optimize virtual machine performance promise to make virtualization an elegantly simple solution to the rampant problem of server sprawl.

5 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Figure 2. A consolidated virtual Fax Server environment. Virtual Fax Server Requirements In general, a virtual server behaves like a traditional server, which in turn provides substantial interoperability and compatibility with third party applications. Open Text Fax Server supports VMware ESX server 3.0.1 or later. Virtual fax servers must reside on ESX platforms that meet the minimum requirements as documented by VMware. Open Text recommends dedicating a virtual machine to each fax server. No virtual fax server may contain fax board hardware. Sending and receiving fax documents requires FoIP or dialing rules to route faxes to and from a physical server that contains one or more fax boards i.e., a Remote DocTransport.

6 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Real-Time Fax over IP Overview Real-time FoIP is based on the International Telecommunications Union (ITU) standard T.38, which describes the technical features necessary to transfer facsimile documents in real-time between two standard Group 3 facsimile terminals over the Internet or other networks using IP protocols. T.38 is the preferred FoIP protocol as it aligns with the behavior of faxes over the PSTN. As with the T.30 standard (what fax machines use), the IP fax transmission is handled like a traditional fax call and an end-to-end communication is established. A fax server that sends or receives faxes using T.38 looks just like any other non-foip fax device to its partner. The two end points establish a session, send and verify the transmission of one or more pages and then complete the session with active confirmations from both sides. The difference with a FoIP-enabled server is that the first part of the communication session from the server to the network traverses an IP network rather than traveling directly over the PSTN. If the partner device is directly addressable on the same network, the session can use T.38 for the entire transmission; however, if the telephone line separates the devices, the IP switch manages the unwrapping of T.38 packets into standard T.30 fax transmissions over the PSTN. Figure 3. T.38 real-time fax workflow Benefits of FoIP Organizations that are adopting an IP telephony environment may further streamline their messaging infrastructure and enhance the benefits of their existing fax server by enabling it to support FoIP. Some of the benefits include:

7 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Table 2. FoIP benefits Benefit Leverage VoIP Investment Utilize existing VoIP equipment and management to deploy fax Reduce maintenance costs by consolidating voice, fax, and data on a single network Cost savings Eliminate fax machines and associate expenses (phone lines, paper, long distance charges, etc.) Total Cost of Ownership (TCO) savings due to network consolidation Lower labor costs by automating labor-intensive business processes that involve generating, sending and receiving invoices, purchase orders, loan applications, order confirmations, and other transactional documents Lower energy costs using software-enabled FoIP in virtual environments; fewer physical servers and fax boards Leverage existing VM infrastructure or support enterprise server virtualization initiatives with 100% software solutions enabled by Fax Gateways Efficiency Bolster efficiencies associated with managing consolidated network equipment that supports VoIP and FoIP Flexibility Use software-only solutions, boarded, or hybrid FOIP solutions depending on an organization s needs Interoperability & Compatibility Scale fax server with additional channels, capacity, and integrations to meet evolving document delivery needs Push consistent fax solution throughout the entire network including remote locations Strengthen investments made on IP equipment that interoperate with the fax server Minimize downtimes Virtualization Software-based FoIP solutions inherently support and facilitate virtualization Increases interoperability, centralization, and optimizes hardware resources

8 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Fax Gateways simple, scalable, flexible T.38 is the main driver of today s advancements in IP faxing and is the protocol of choice for organizations seeking to use their IP infrastructure to reap the benefits of real-time fax communications. T.38 protocol support is built into almost every leading manufacturer of IP routers, IP-PBXs or media gateways. All real-time T.38 software-based FoIP solutions require a media gateway. Open Text Fax Gateways meet this need by providing an interface between T.38 SR-140 FoIP enabled Open Text Fax Servers and a broad range of legacy communications systems, including TDM, PBX, key systems and dedicated PSTN trunk circuits. The flexible and scalable architecture of the Open Text Fax Gateway products offer an alternative to traditional fax boards and Remote DocTransport computers, even if your network does not include a VoIP infrastructure. Since Open Text Fax Gateways are IP devices and bridge the gap between telephony and IP communications, the ability to deploy real-time software-based FoIP does not depend on or require a VoIP network and thus minimizes or prevents operating expenses and inherently encourages virtualization. Gateway Topologies Each of the following diagrams depicts a general scenario and represents a small portion of the many possibilities that exist with a flexible virtual IPbased Fax Server. Each scenario requires at least one Open Text Fax Server, SR140 FoIP software, and an Open Text Fax Gateway. Legacy PBX Scenario Environments using a standard (non-ip) PBX who want to leverage the virtualization and extensible features of FoIP can use Open Text Fax Gateways can route FoIP based faxes between Fax Server and the legacy PBX.

9 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Figure 4. Legacy PBX scenario Small Office Scenario The use of a scalable modular gateway provides a simple and convenient upgrade path for small up and coming companies. In the small office diagram below, the use of FXS and FXO ports, demonstrate the flexibility and simplicity of a modular gateway. Figure 5. Small office situation

10 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Virtualization scenarios Topologies The diagrams below depict but a few of the possible virtual Fax Server scenarios. Each requires Open Text Fax Server: RightFax Edition, an Open Text Fax Gateway, SR140 real-time FoIP software, and VMware ESX server. Figure 6. Core components of a virtual Fax Server environment Simple Concept The diagram below depicts a simple, virtualized IP-based Fax Server deployment. Real-time software based FoIP is achieved with SR140 and an Open Text Fax Gateway. A virtual SQL server stores the Fax Server database while a third virtual machine houses the Fax Server images files. Figure 7. Simple virtual Fax Server concept

11 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Shared Services Model The diagram below depicts a fully virtualized Shared Services collective. The fax servers all share a single SQL database and fax data repository via the High-Availability architecture facilitated by the Shared Services Module. Virtual collectives also support virtual SQL Servers, as well as SAN and NAS storage centers. This architecture can be geographically dispersed to allow for site level redundancy. Figure 8. Virtual Fax Server collective Hybrid Model This model depicts a mixed virtual and hardware-based environment consisting of a virtualized Shared Services Collective, and a chassis-based

12 Virtualizing Open Text Fax Server with Real-time Fax over IP and Open Text Fax Gateways Remotee Doc Transport server (containing a legacy fax board). Dialing rules route faxes between the virtual servers and the Remote Doc Transport. Each of the virtual serverss can be configured to use the legacy system, the FoIP Gateway, or both. This scenario could also include a traditional Fax Server computer (with or without a fax board) with no loss in functionality. Figure 9. Virtual Fax Server hybrid situation. Summary Software driven FoIP solutions provide many advantages, especially for those companies with virtualization strategies or those that are standardizing on an all IP infrastructure. Virtual Open Text Fax Servers use less hardware, which maximizes existing infrastructures, reduces capital expenditures by eliminating the need for dedicatedd CPU hardware and fax boards, and increased IT administration efficiencies by centralizing management of all virtual applications. http://faxsolutions.opentext.com Sales: captaris.sales@opentext.com (800) 304-2727 Support: support@opentext.com (800) 540-7292 www.opentext.cc om For more information about Open Text products and services, visit www.opentext.com. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC). Copyright 2009 by Open Text Corporation. Open Text and The Content Experts are trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or registered trademarks are the property of their respectivee owners All rights reserved SKU# EN