Web Training Agenda

1. Castelle FaxPress Plus™FaxPress Premier and FaxPress EnterpriseBasic Installation and Configuration

2. Web Training Agenda Basic FaxPress Plus Installation and Configuration – 1 hour Overview of FaxPress Plus product lines and basic installation and configuration instruction. Installation and Configuration • Overview • Hardware and software installation • The FaxPress Plus Client • Accessing the Web Client • Basic (minimum) Configuration • Basic Fax Send/Receive test • 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. Castelle FaxPress Plus Overview Castelle FaxPress Plus is a complete network fax solution. Benefits provide all Add-On features and integrated solutions at NO ADDITIONAL cost. Software Development Kit is a free download to all our customers. • Includes all necessary hardware and software • Desktop PC faxing • Fax-to-Email integration • Production faxing • Workflow and Document Management Integration • Integration with Scanners and Multi-Function Printers (MFP) • Tools for developing custom fax applications • Support for leading network environments

5. FaxPress Plus 5.0 Software • MS Vista support (Client) • Exchange 2007 Connector • Office 2007 integration • Integrated Fax viewer • PDF Printer • Incoming Fax Time stamp option • Alert Service • Performance Monitor Counters • Improved Web Client • Updated MFP connectors • CSID and CID routing

6. Castelle FaxPress Premier

7. Castelle FaxPress Enterprise

8. Castelle FaxPress Enterprise - Redundant

9. The FaxPress Plus System

10. FPP/FPE Server Architecture. User and Job data Bases FaxPress Premier Services Required Services Optional Services Conversion CPI Handler Fax Board Driver Queue Manager E-Mail Gateway Archive Configuration Xerox Interface Trace/ErrorLogger Display Administration StartUp/Monitor Backup AD Synchronizer Drop Fax Windows Embedded Operating System. Server Appliance Kit (SAK) HARDWARE

11. Hardware and Software Installation

12. Installing FaxPress Plus • Before you begin • Domain admin login • Fixed IP address • Mail Server IP address • Software • Serial Number • Server Name • Telco Specifications • Client Interface • Users

13. Installing FaxPress Plus • Physical connections • Rack Mount • Phone Lines (Analog or Digital) • Network (10/100) • Power • Keyboard Monitor Mouse (optional) • Direct • Via KVM • Power On • Hard Switch • Soft Switch

14. Installing FaxPress Plus • OS Level Configuration • IP Settings • Windows (Local Console or Remote Desktop) • FaxMain • Web Client • LCD console • Fax Server Name • Windows (Local Console or Remote Desktop) • FaxMain • Web Client • Join to Domain (Windows only Local or Remote)

15. Installing FaxPress Plus • OS Level Configuration • Anti Virus • Excluded Directories • C:\castelle • Excluded Ports • 25 – SMTP (Castelle Email Gateway) • 139 – NetBios Session Service (Print Spooler, Drop Directory, Drop Fax) • 443 – https(Web Client, Web Services SDK) • 445 – SMB (Print Spooler, Drop Directory)

16. Installing FaxPress Plus • OS Level Configuration • Applications for Server Side Conversion • Needed for conversion of attachments by: • Email Gateway • Web Client(Web Services) • Drop Directory • Install as account running the Castelle FaxPress Conversion service: • Logon Tab of service properties • Default is local administrator account (.\administrator) • MS Office is typical (Apps only and not additional office tools) • MS Word is needed if .doc cover pages contain images or special formatting • T1 configuration

17. Installing FaxPress Plus • Special considerations for the FaxPress Premier • Cabling • Auto Routing Configuration • PBX • DID Trunk • Other options • Special considerations for the FaxPress Enterprise • T1 line type and settings • Configuring the FPP T1 Board • Auto Routing Configuration • Number of DNIS digits

18. The FaxPress Plus Client

19. The FaxPress Plus Client • Primary User and Administration interface. • Send and Receive faxes. • View and manage incoming and outgoing fax queues, phonebooks, cover pages, favorite documents etc. • Configure Server, user settings, line settings, embedded services, etc. • View transaction logs and reports

20. The FaxPress Plus Client • Client PC Specifications • Pentium III 500 Mhz or equivalent • 64 MB RAM • 50 MB HD space • 10/100 Base T Network connection

21. The FaxPress Plus Client • Installation Options • User Installation • Administrator Installation • Terminal Server Installation • Remote Setup • MSI package

22. The FaxPress Plus Client • Components • FaxPress Plus – Primary user and administrative interface. • TrayFax Alert – Notification tool for sent/received fax notifications. • Microsoft Office Support – Add FaxMain to Send to of Office File menu, Fax Merge, Cover Page Macro for MS Word. • GoldMine Support • PDF Printer • Help Files • Administration tools (Admin install only) • Simple Fax Utilities (Admin install only)

23. The FaxPress Plus Client • First Login to FaxPress Plus Server (Demo) • Same Network Segment • Different Network Segment • Server Activation • Enable 30 days • Obtain key from Web

24. The FaxPress Plus Web Client • Access the fax server via Web Browser • Uses HTTPS (SSL) by default • HTTPS://FaxServerName or HTTPS://IPAddress • Most functionality of the Desktop client • Web Client printer • Only way to access the client User Interface from the fax server • Good tool to log into the fax server from home or away from your desk.

25. Configuring the FaxPress Plus Server • Required FaxPress Plus Server Configuration (minimal configuration) • Line Settings • Dialing Rules • Storage Reclamation • Sending a Test Fax • Fax Confirmation • Receiving a Test Fax Basic Configuration

26. Additional Stuff • Users • Manual • AD Synch • Cover Pages • PhoneBooks • Archive • Backup • Email Integration

27. Q&A

28. THE END.