Alcatel-Lucent OmniTouch Fax Server Application Manuel de service

Alcatel-Lucent Applications

Alcatel-Lucent

OmniTouch Fax Server

Application

System Administrator Guide

8AL_90215_USAA ed.01

Release 5

June, 2007

Legal Notice

Alcatel, Lucent, Alcatel-Lucent and the Alcatel-Lucent logo are

trademarks of Alcatel-Lucent. All other trademarks are the property

of their respective owners.

The information presented is subject to change without notice.

Alcatel-Lucent assumes no responsibility for inaccuracies contained

herein.

OmniTouch Fax Server System Administration Guide - 8AL_90215_USAA ed.01 3

Table of Contents

Chapter 1 Introduction . . . . . . . . . . . . . . . . 7

Default License . . . . . . . . . . . . . . . . . . . . 7

T38 FaxDrivers . . . . . . . . . . . . . . . . . . . . 7

Server Components. . . . . . . . . . . . . . . . . . . 8

Fax Manager. . . . . . . . . . . . . . . . . . . . 8

Driver . . . . . . . . . . . . . . . . . . . . . . 8

Gateways . . . . . . . . . . . . . . . . . . . . . . 8

Microsoft Outlook Forms . . . . . . . . . . . . . . . 9

SMTP Gateway . . . . . . . . . . . . . . . . . . . 9

Forms for Lotus Notes . . . . . . . . . . . . . . . . 9

Web Administrator . . . . . . . . . . . . . . . . . 9

Cover Sheet Editor. . . . . . . . . . . . . . . . . . 9

Web Access Utility. . . . . . . . . . . . . . . . . . 9

Chapter 2 Administrator Login. . . . . . . . . . . . . . 11

First-Time Login . . . . . . . . . . . . . . . . . . 11

Normal Login . . . . . . . . . . . . . . . . . . . 12

Chapter 3 Web Administrator Site Configuration . . . . . . . . 13

Internal Users . . . . . . . . . . . . . . . . . . . . 13

Creating an Internal User Account . . . . . . . . . . . . 13

Modifying a Internal User Account . . . . . . . . . . . . 15

Removing a Internal User Account . . . . . . . . . . . . 16

Profiles . . . . . . . . . . . . . . . . . . . . . . . 17

Creating a Profile . . . . . . . . . . . . . . . . . . 17

Entering Organization Information . . . . . . . . . . . 18

Entering Phone Number Information . . . . . . . . . . 19

Cover Sheets and Profiles . . . . . . . . . . . . . . . 20

Assigning a default cover sheet to a profile . . . . . . . . 21

Assigning other cover sheets to a profile . . . . . . . . . 21

Replacing a cover sheet in a profile . . . . . . . . . . . 22

Removing a cover sheet from a profile . . . . . . . . . . 22

Fax options and profiles . . . . . . . . . . . . . . . . 22

Setting the fax priority . . . . . . . . . . . . . . . 23

Setting the number of retries . . . . . . . . . . . . . 24

Setting fax resolution . . . . . . . . . . . . . . . 25

Setting other fax options . . . . . . . . . . . . . . 26

4OmniTouch Fax Server System Administration Guide - 8AL_90215_USAA ed.01

Fax header format . . . . . . . . . . . . . . . . 27

Adding a fax header to a profile . . . . . . . . . . . . 28

Security settings . . . . . . . . . . . . . . . . . . 30

Applying security settings . . . . . . . . . . . . . . 30

Notification destinations . . . . . . . . . . . . . . . 31

Adding notification destinations to a profile . . . . . . . . 31

Removing notification destinations from a profile . . . . . . 33

Modifying a profile . . . . . . . . . . . . . . . . . 34

Profile Lookup Table . . . . . . . . . . . . . . . . . . 34

Profiles . . . . . . . . . . . . . . . . . . . . . 34

Conditions . . . . . . . . . . . . . . . . . . . . 35

Ordering . . . . . . . . . . . . . . . . . . . . . 35

User Attributes . . . . . . . . . . . . . . . . . . . 35

Define Profiles with User Attributes . . . . . . . . . . 35

Assign Users to a Profile . . . . . . . . . . . . . . 37

Add Conditions . . . . . . . . . . . . . . . . . 38

Cover sheets . . . . . . . . . . . . . . . . . . . . . 38

Adding a cover sheet . . . . . . . . . . . . . . . . . 39

Renaming a cover sheet . . . . . . . . . . . . . . . . 39

Copying a cover sheet. . . . . . . . . . . . . . . . . 40

Removing a cover sheet . . . . . . . . . . . . . . . . 40

Incoming routing table . . . . . . . . . . . . . . . . . 40

Configuring the incoming routing table properties . . . . . . . 42

Routing using ANI, CSID, DTMF or DNIS/DID . . . . . . . . 43

Adding a routing destination . . . . . . . . . . . . . 44

Removing a routing destination . . . . . . . . . . . . 45

Routing Table Entry Properties . . . . . . . . . . . . . 46

Modifying a routing rule. . . . . . . . . . . . . . . . 47

Changing the priority of a routing rule . . . . . . . . . . . 47

Removing a routing rule . . . . . . . . . . . . . . . . 47

Mail . . . . . . . . . . . . . . . . . . . . . . 48

Adding a mail notification destination . . . . . . . . . . 48

Modifying a mail notification destination . . . . . . . . . 48

Removing a mail notification destination . . . . . . . . . 49

Printers . . . . . . . . . . . . . . . . . . . . . 49

Adding a printer notification destination . . . . . . . . . 49

Modifying a printer notification destination . . . . . . . . 50

Notification format for printer destinations . . . . . . . . 51

Removing a printer notification destination . . . . . . . . 52

Notification profiles . . . . . . . . . . . . . . . . . . 52

Adding a notification profile . . . . . . . . . . . . . . 52

Configuring Event Notification Properties . . . . . . . . . . 54

Modifying a notification profile . . . . . . . . . . . . . 56

Removing a notification profile . . . . . . . . . . . . . 57

Deletion Policy . . . . . . . . . . . . . . . . . . . . 57

Chapter 4 Web Administrator: System Configuration . . . . . . 59

Driver . . . . . . . . . . . . . . . . . . . . . . 59

Configuring driver options. . . . . . . . . . . . . . 59

Configuring the T.38 gateway and gatekeeper options . . . . 61

Configuring a peer list and a dial plan . . . . . . . . . . 63

Driver channels . . . . . . . . . . . . . . . . . 73

Directories Integration . . . . . . . . . . . . . . . . . 73

OmniTouch Fax Server System Administration Guide - 8AL_90215_USAA ed.01 5

Configure Directories Integration. . . . . . . . . . . . . 74

Use the OmniTouch Fax Server Internal Directory. . . . . . 74

Change the default mapping for a specific Attribute Name . . . 74

Use Active Directory . . . . . . . . . . . . . . . . 75

Authenticate the Server. . . . . . . . . . . . . . . 75

Refine the Query Fields . . . . . . . . . . . . . . . . 76

Search Base. . . . . . . . . . . . . . . . . . . 76

Search Scope . . . . . . . . . . . . . . . . . . 76

Search Filter . . . . . . . . . . . . . . . . . . 77

Attributes tab . . . . . . . . . . . . . . . . . . . 77

Use another LDAP server: . . . . . . . . . . . . . . 78

Advanced Directories Integration concepts . . . . . . . . . . . 78

Custom Attributes . . . . . . . . . . . . . . . . . . 78

Add Custom Attributes . . . . . . . . . . . . . . . 78

Conditions . . . . . . . . . . . . . . . . . . . . 78

Ordering . . . . . . . . . . . . . . . . . . . . . 78

Relation between rules (chaining) . . . . . . . . . . . . 78

Modification table . . . . . . . . . . . . . . . . . . . 78

Adding number modification entries. . . . . . . . . . . . 79

Adding actions in a number modification entry . . . . . . .80

Modifying an action in a number modification entry . . . . . 82

Changing the priority of an action in a number modification entry83

Removing an action in a number modification entry . . . . . 83

Modifying a number modification entry . . . . . . . . . . 84

Removing a number modification entry. . . . . . . . . . . 85

Administrators . . . . . . . . . . . . . . . . . . . . 85

Creating an administrator account . . . . . . . . . . . . 86

Changing an administrator account password . . . . . . . . 86

Modifying administrator account properties . . . . . . . . . 86

Deletion policy . . . . . . . . . . . . . . . . . . . . 87

Configuring the deletion policy . . . . . . . . . . . . .88

General settings . . . . . . . . . . . . . . . . . . . .88

Configuring general settings . . . . . . . . . . . . . . 89

Updating the license . . . . . . . . . . . . . . . . . 90

Viewing the license . . . . . . . . . . . . . . . . . 91

Chapter 5 Web Administrator: System Monitoring . . . . . . . 93

Inbound History. . . . . . . . . . . . . . . . . . . . 93

Rerouting a Fax . . . . . . . . . . . . . . . . . . 94

Viewing a Fax . . . . . . . . . . . . . . . . . . . 94

Forward a Fax . . . . . . . . . . . . . . . . . . . 95

Searching inbound history records . . . . . . . . . . . . 96

Viewing Fax Properties . . . . . . . . . . . . . . . . 98

Outbound history . . . . . . . . . . . . . . . . . . 101

Resubmitting a fax. . . . . . . . . . . . . . . . . 103

Resubmitting To . . . . . . . . . . . . . . . . . 103

Viewing a fax . . . . . . . . . . . . . . . . . . 103

Searching outbound history records . . . . . . . . . . . 103

Viewing fax properties . . . . . . . . . . . . . . . 105

Outgoing queue . . . . . . . . . . . . . . . . . . . 107

Cancelling fax transmission. . . . . . . . . . . . . . 109

6OmniTouch Fax Server System Administration Guide - 8AL_90215_USAA ed.01

Cancelling one or several faxes . . . . . . . . . . . 109

Cancelling a fax broadcast . . . . . . . . . . . . . 110

Viewing a fax . . . . . . . . . . . . . . . . . . 110

Searching the outgoing queue . . . . . . . . . . . . . 110

Viewing fax properties . . . . . . . . . . . . . . . 112

Channels . . . . . . . . . . . . . . . . . . . . . 114

Viewing channel properties . . . . . . . . . . . . . . 115

Chapter 6 Cover Sheets . . . . . . . . . . . . . . . 117

Downloading OmniTouch Fax Server cover sheets from the server . . 117

Creating and editing cover sheets . . . . . . . . . . . . . 117

Uploading our OmniTouch Fax Server Cover sheets to the server . 117

Chapter 7 Banner and Notification Templates . . . . . . . . 119

Banner and Notification Template Variables . . . . . . . . . 120

Inbound Variables . . . . . . . . . . . . . . . . . 120

Outbound Variables . . . . . . . . . . . . . . . . 120

Recipient information . . . . . . . . . . . . . . 121

General Variables. . . . . . . . . . . . . . . . 121

Modifying notification and banner templates . . . . . . . . 122

HTML Mail notification body . . . . . . . . . . . . 122

Chapter 8 Use Cases . . . . . . . . . . . . . . . . 125

Scenario 1 . . . . . . . . . . . . . . . . . . . . . 125

Description . . . . . . . . . . . . . . . . . . . 125

Configuration . . . . . . . . . . . . . . . . . . 126

Scenario 2 . . . . . . . . . . . . . . . . . . . . . 126

Description . . . . . . . . . . . . . . . . . . . 126

Configuration . . . . . . . . . . . . . . . . . . 127

Additional information . . . . . . . . . . . . . . . 128

Scenario 3 . . . . . . . . . . . . . . . . . . . . . 128

Description . . . . . . . . . . . . . . . . . . . 128

Configuration . . . . . . . . . . . . . . . . . . 129

Scenario 4 . . . . . . . . . . . . . . . . . . . . . 129

Description . . . . . . . . . . . . . . . . . . . 129

Configuration . . . . . . . . . . . . . . . . . . 130

Index . . . . . . . . . . . . . . . . . . . . . 131

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 7

1Introduction

This manual is for system administrators running OmniTouch Fax

Server in the Linux operating system.

This manual describes the following:

•fax networking concepts and

•hardware and software installation

•installation and operation of advanced components such as the

rasterization services, the XML gateway, mail gateways, etc...

•user and resource management,

•advanced operations such as configuring inbound auto-routing and

least-cost routing and load balancing.

Default License

When installing OmniTouch Fax Server, on a new system, a default

license is available for evaluation purposes. This demo license

enables one instance of each component and a total of two channels

of any type (T38) in evaluation mode . The default license allows for

100 users and applies a watermark on every fax page.

T38 FaxDrivers

The number of channels is set in the Administration module.

OmniTouch Fax Server permits a maximum of four ports. There are

two settings to configure:

1Maximum number of channels - this represents the total number

of channel objects available for configuring in the Web Administrator

for the given driver. A change of value will be applied only at the

next startup of the corresponding driver.

Preferred number of channels - this represents the optimal

number of channels the driver should acquire when the system is

fully up and running.

Chapter 1 Introduction

8 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01

The difference between the number of enabled channel objects

(equal to the Maximum Number of Channels when all are

enabled) and the Preferred Number of Channels, is the

overload that the designated driver can accept when another driver

machine crashes or stops unexpectedly or becomes unavailable as a

result of network partition or normal shutdown for maintenance

purposes. This setting is live, any change of value will immediately

affect the concerned driver.

When a T38 driver initializes, the LicenseManager will attempt to

proffer the requested Maximum channel objects if enough channels

are available, or channels operating in overload by other drivers

become available.

If channels operating in overload are reclaimed, the driver will

return them as soon as they terminate any pending transmission. The

initiating driver ("lender") will reclaim its channels gradually, as soon

as they are returned by the other drivers ("borrowers") respectfully.

Server Components

The OmniTouch Fax Server server includes the following five

components: the Fax Manager, the Driver, and the Rasterization

Services, XML and SMTP gateways.

Fax Manager

The OmniTouch Fax Server Fax Manager controls and manages all user

information, the fax message store, and all configuration settings

for inbound auto-routing.

The server manages all requests from all client installations in the

OmniTouch Fax Server network and is the queue manager for

Incoming as well as Outgoing faxes. The Fax Manager is accessed

through OmniTouch Fax Server.

Driver

OmniTouch Fax Server supports both the T.38 protocol and fax

boards. If your OmniTouch Fax Server installation uses the T.38

protocol, the driver provides the interface between the fax manager

and the gatekeeper or gateway.

Incoming faxes are received by the driver and sent to the fax

manager, which in turn distributes them to the various clients in the

network. Outgoing faxes are sent to the driver from the fax manager.

Gateways

OmniTouch Fax Server offers three gateways of which the SMTP and

XML gateways are installed by default. The SMTP and XML gateways

are server components.

Chapter 1 Introduction

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 9

Microsoft Outlook Forms

The Microsoft Outlook Forms provide a broader faxing interface

within Outlook. Forms include a fax composition form, a preview

form, and several notification forms. The Microsoft Outlook user

selects whichever form is required.

SMTP Gateway

The SMTP gateway is used to integrate with all mail systems

(SMTP/POP3, Exchange, Domino). Microsoft Outlook Express is one

example. With the SMTP gateway installed, Outlook Express users can

send and receive faxes through that e-mail program. Microsoft

Outlook Express is the SMTP client referenced in this guide. However,

users of e-mail programs such as Eudora, Netscape Communicator,

etc. can also send and receive faxes after installation of the SMTP

gateway.

Note: The SMTP gateway cannot be combined with OmniTouch Fax

Server. Also, Exchange 2000 SP3 and over are required.

Forms for Lotus Notes

OmniTouch Fax Server provides a means to submit fax jobs using the

Lotus Notes mail client. Lotus Notes Forms include two files:

❐Fax_Memo_Install.nsf - (.nsf stands for Notes Storage

Facility). These files represent typical Lotus Notes databases.

The installation database (Fax_Memo_Install.nsf) contains all

the design elements necessary to install the fax forms.

❐FAXconfiguration.nsf - The configuration database is

used to define the various languages.

Web Administrator

The Web Administrator is a means of remote administration. It would

be installed to provide both system and site administrators with the

means to administer OmniTouch Fax Server from a client computer.

Cover Sheet Editor

Administrators and users use the cover sheet editor to compose fax

cover sheets to be used when faxing with SendFAX. A selection of

preformatted cover sheets is provided. Variables that are resolved

when the fax is sent can be added to any cover sheet to include such

information as sender name, site name and address, telephone and

fax numbers, etc... By default, cover sheets reside on the server.

Administrators can decide to copy them to local computers if they

are to be directly available to users.

Web Access Utility

OmniTouch Fax Server users can use the web access utility to send

faxes and display the status of their incoming, outgoing and queued

Chapter 1 Introduction

10 OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01

faxes. The web access utility is automatically installed with the fax

manager.

Note: The web access utility requires Internet Explorer 6.0 or later, or

any other recent internet browser.

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