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Running the GFI FAXmaker configuration wizard

Screenshot 26 - The GFI FAXmaker configuration wizard

The GFI FAXmaker Configuration Wizard will walk you through the basic steps of configuring GFI FAXmaker. Click Next to start the wizard.

Step 1: Choosing your mail server

Screenshot 27 - Choose your mail server

Unless you are installing GFI FAXmaker on an Exchange 2000/2003 server, the wizard will prompt you what type of mail server you are using. If you select:

  • Microsoft Exchange 2000/2003 on another machine or Microsoft Exchange 5.5, the wizard will prompt you for the IP of the Exchange server machine name. The IP is required and not the machine name, since set-up has to allow relaying from the Exchange Server to the GFI FAXmaker fax server machine. If your mail server requires authentication to send mails, enter authentication details.
  • Lotus Notes/Other SMTP/POP3 server, the wizard will prompt you for a machine name or IP and a dedicated POP3 mailbox name and password. If your mail server requires authentication to send mails, enter authentication details.
  • Mail server hosted at an ISP, the wizard will prompt you for the IP of the mail server machine. If your mail server requires authentication to send mails, enter authentication details.
  • Screenshot 28 - The wizard will prompt you for a mail server name

After you have configured the mail server, click next. The wizard will try to connect to the specified mail server to ensure the mailserver responds at that IP (Note that authentication settings are only tested at the end). For more information how GFI FAXmaker 12 integrates with each type of mail server, review the paragraph `How to deploy GFI FAXmaker for Exchange/SMTP 12` in the previous chapter.

Step 2: Configuring the fax devices

Screenshot 29 - Selecting the type of fax hardware to be used with GFI FAXmaker

The configuration wizard will now prompt you which fax device (s) you wish to use with GFI FAXmaker.

If you use Fax modems:

GFI FAXmaker will try to detect modems already installed on your machine. GFI FAXmaker will first try to detect any Microsoft Fax drivers that are installed.

Screenshot 30 - Detecting modems present on your machine

If you use ISDN or Brooktrout cards

NOTE: If you use ISDN or Brooktrout fax cards, ensure that you have properly installed the cards first. You will have to configure the fax lines manually. Click `Configure lines' and configure the fax line(s).

Screenshot 31 - Configuring lines if you are using Brooktrout or ISDN fax cards
Step 3: Specifying the fax administrator & users

After you have installed and configured the fax devices you have to specify the fax users (you can change this later but you must specify at least one fax user now). GFI FAXmaker is licensed based on the number of users that receive OR send faxes. The procedure is different depending on whether you have Active Directory or not:

If you have Active Directory

If you use Active Directory on your network (i.e. you have one or more Windows Server 2000 machines or higher), FAXmaker will connect to Active Directory and allow you to specify FAXmaker users and user based rules by selecting users from Active Directory, rather then using its own user database. This greatly reduces user administration.

GFI FAXmaker will rely on the email address specified for each user in active directory. If you use Microsoft Exchange 2000/2003, or any Active Directory integrated mail server (including Windows 2003 POP services) this email address is automatically filled in correctly. If you use Exchange 5.5 or a non active directory integrated mail server, then you have to enter a correct email address for each user that you want to `fax-enable' in the Email field of the user properties. This can be done from Active Directory Users and Computers.

Screenshot 32 - Selecting administrator and users from Active Directory

The GFI FAXmaker wizard will bring up the standard `Select Users or Groups' dialog and allow you to specify a fax user.

Screenshot 33 - Specifying users

After this, the GFI FAXmaker wizard will show the selected user. You can proceed to specify additional fax users by clicking on the `Add users' button. You can also specify users later on in the GFI FAXmaker configuration.

If you don't have Active Directory

If you don't have a Windows Server 2000 or higher, and therefore do not have Active Directory, you will have to configure the GFI FAXmaker users by importing the users from a Windows machine, from a CSV list or by creating them manually. The latter can only be done from the configuration after you have completed the GFI FAXmaker configuration wizard. To import the users from a Windows machine:

1. GFI FAXmaker will default to the domain controller machine and list all available users. You can enter a different server name and click `list users' if you want to import users from another machine.

Screenshot 34 - Importing GFI FAXmaker users from Windows NT or local user database

2. All retrieved users will be listed in the left hand list box. Select which you users will be FAXmaker users and click on the `Select' button.

3. GFI FAXmaker will require a valid email address for each GFI FAXmaker user. GFI FAXmaker can automatically append your domain name to each user that you import, using the `Append domain name' function at the bottom of the GFI FAXmaker user import dialog. This function will append your domain to the windows logon name. If your email addresses do not follow this convention, you will have to specify the correct email address in the User's personal tab. To do this, double-click on the user name, select the personal tab, and specify the email address in the Email address edit box.

4. Click OK to proceed with the import. GFI FAXmaker will automatically configure default settings for each user.

Step 4: Test the mail server connection and start services

Screenshot 35 - The GFI FAXmaker configuration wizard will start the GFI FAXmaker services

After you have configured the fax lines and the GFI FAXmaker users, GFI FAXmaker will start the GFI FAXmaker fax service and the GFI FAXmaker MTA (Message transfer Agent). Click Next to continue.

Screenshot 36 - Testing your mail server connection - a successful test

The wizard will now test the mail server connection. It will attempt to send a mail via your mail server to the configured fax administrator. You will need to check if the mail actually arrived in the fax administrator mailbox. Whether the test was successful or not will be displayed in the dialog itself.

Screenshot 37 - Mail server test failed

If the test fails, the error condition will be displayed in the dialog. The screenshot shows an example error highlighted. The most common errors and their resolution are:

CDO Error: "The transport failed to connect to the server."

Solution: This error occurs if you specified that SSL has to be used but the server is not configured for use with SSL. Disable SSL or configure SSL on the mail server. This error also occurs if the IP address of the mail server has not been specified correctly, or the connection is being blocked by a firewall or by the mail server itself. Check firewall settings and check whether incoming connections from the FAXmaker server are allowed.

CDO Error: "The server rejected one or more recipient addresses. The server response was: 550 5.7.1 Unable to relay for <email address>"

Solution: The FAXmaker server connected, however when specifying the domain of the recipients address, the mail server refused it. Most frequently this occurs because relaying is not allowed from the FAXmaker server. Configure the SMTP server to accept relaying from the FAXmaker machine's IP or allow relaying for the internal email domain only. E.g. mycompany.com

CDO Error: "The server rejected the sender address. The server response was: 530 5.7.3 Client was not authenticated."

Solution: Your mail server requires authentication and you have not entered the authentication details. Go back to the SMTP server configuration dialog by clicking the 'back' button in the FAXmaker Configuration Wizard and configure authentication details. You can also configure the SMTP server to accept anonymous SMTP connections (if the mail server is only available to the intranet).

CDO Error: "The message could not be sent to the SMTP server. The transport error code was 0x80040217. The server response was not available"

Solution: This error is normally encountered when the authentication details are invalid. Go back to the SMTP server configuration dialog by clicking the 'back' button in the FAXmaker Configuration Wizard and configure authentication details.

If the mail server test was successful, you can now check if the fax server is up and running from the GFI FAXmaker monitor node in the GFI FAXmaker configuration. Start up the GFI FAXmaker configuration and check the fax server status.

Screenshot 38 - GFI FAXmaker FAX Server monitor with services running

NOTE: You can configure GFI FAXmaker in more detail using the GFI FAXmaker configuration program.

I If you have not entered an administrator account or password the service will not start. Reconfigure the service user in the services control panel (under administrative tools) and attempt to restart the service.

Step 5: After running the GFI FAXmaker wizard

After you completed the GFI FAXmaker wizard and verified that the fax server is running.

  • If you have installed GFI FAXmaker on a Microsoft Exchange 2000/2003 server machine, go to the chapter `Installing the clients'.
  • If you have not installed it on the Exchange Server 2000/2003 machine, you must go to the paragraph `Installing the connector on a remote Exchange server machine'. After this you can proceed to install the clients.
  • If you have an Exchange 5.5 server go to the chapter `Configuring Exchange Server 5.5 for faxing'. After this you can proceed to install the clients.
  • If you have Lotus Notes go to the chapter `Configuring GFI FAXmaker for Lotus Notes'. After this you can proceed to install the clients.
  • If you have a SMTP/POP3 server go to the chapter `Configuring an SMTP/POP3 server for faxing'. After this you can proceed to install the clients.

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