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Castelle FaxPress Plus ™ Archive Service

Castelle FaxPress Plus ™ Archive Service. Web Training Agenda. FaxPress Plus Archive Service – 1 hours Detailed instruction on configuration of the FaxPress Plus Archive Service Archive Overview Before you begin Configuration Options Demo Using Microsoft Access Using Microsoft SQL

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Castelle FaxPress Plus ™ Archive Service

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  1. Castelle FaxPress Plus™Archive Service

  2. Web Training Agenda FaxPress Plus Archive Service – 1 hours Detailed instruction on configuration of the FaxPress Plus Archive Service • Archive Overview • Before you begin • Configuration Options • Demo • Using Microsoft Access • Using Microsoft SQL • Troubleshooting • Summary • Q & A

  3. Support Contacts Pre-Sales Support Darius Rike Phone: (408) 852-8016Fax: (408) 852-8116 dariusrike@captaris.com Technical Support (6AM – 5PM PST) Phone: (408) 852-8080cstlsupport@captaris.com sdk@castelle.com Darin McGinnes Phone: (408) 852-8065Fax: (408) 852-8165 darinmcginnes@captaris.com

  4. Archive Overview • Copies fax images to network storage • Writes metadata about each fax image to a Microsoft SQL or Access database • Copies the fax server incoming and transmitted transaction logs data to the archive database. • Runs daily or on a schedule every hh:mm • Has search options to make it easier to find faxes • Stores faxes as TIF or PDF The Castelle FaxPress Plus Archive Service:

  5. Archive Overview

  6. Before you Begin • FaxPress Plus Server must be up and running • Identify location for storage of fax images • Choose Microsoft Access or SQL database (SQL Server is customer requirement) • Have necessary FaxPress and Network credentials (user name and password) • Identify aging and retention requirements • Identify Space Requirements

  7. Configuration Options • Desktop or Web Client – Administration/Embedded Services/Fax Archive • Administrative or All User View • SQL or Access database • New or Existing database (Access Only) • DSN (SQL Only) • Account for Archive Service (full control) • Account for Client connection (read only) • Access database password (Access Only)

  8. Configuration Options • Archive Transmitted Faxes • Archive • Do not archive failed • Delete archived faxes • Archive Received Faxes • Archive • Do not archive unaddressed • Do not archive un-viewed • Delete Archived • Archive after XX days old

  9. Configuration Options • Archive Transaction Logs • Archive Location • Valid UNC path (\\server\share) • Note the note on this dialog regarding setting the service account in the Service control dialog • User name and password (domain\user) – this is a Windows User. • File format (DCX, TIF, PDF) – Use TIF or PDF. • Encrypt Archived Faxes

  10. Configuration Options • Archive Schedule • Every HH:MM • Once a Day at • Purge Archived Faxes • Enable Tracing • Complete the configuration

  11. DEMO • Configure Archive Using Microsoft Access • Configure Archive Using Microsoft SQL

  12. Troubleshooting • Common Issues • Folder Access Permissions • Service Account • Access Database need Repair • Traces • Configuration Trace • Archive Trace • Re-Archive utility • Archive faxes that were previously marked as archived. • Located in c:\castelle or c:\castelle\utilities • rearchive.exe yyyy/mm/dd yyyy/mm/dd example: rearchive.exe 2005/12/01 2005/12/31

  13. Q&A

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