FaxPress Premier WebHelp: Email Gateways Guide > MS Exchange Environments > Configuring the Email Gateway

Configuring the Email Gateway

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You’ll use the Email Gateway Configurator to select which Gateway option to use, to map FaxPress and email users, set FaxPress server options, email and fax send options, file format options, fax scan period and incoming options, as well as trace tool options.

Requirements

Both of the Email Gateway options available for use with the Exchange Connector require you to:

install the application software associated with your Exchange users’ file attachments on the FaxPress. Examples include Microsoft Office, Lotus Smart Suite, etc. To prevent failed file attachments, make sure software application versions are consistent across the network. See the FaxPress Administrator’s Guide for details on using Remote Desktop to install applications on FaxPress.

Additionally, please make sure:

the FaxPress is communicating with Exchange. Confirm this by logging onto the FaxPress with Remote Desktop, and pinging the Exchange server.
you have administrator rights to both the FaxPress and the Microsoft Exchange server.

To use the Microsoft Exchange Connector Using MAPI option:

the FaxPress must be joined to the network domain.
a network domain user with read/write access to the FaxPress server must be available for the Email Gateway’s use.
the Outlook client installed on the FaxPress should be used at least once before configuring and starting the Gateway.

Accessing the Email Gateway Configurator

The Email Gateway configuration utility launches automatically once the Email Gateway setup is complete. The Email Gateway Configuration utility can also be accessed from the Email Gateway server, by means of the Start>Programs>FaxPress>Add On Products>Email Gateway>Configuration command.

The Email Gateway Configurator screen appears, with the FaxPress tab selected.

Accessed from the Exchange machine, the Email Gateway configuration utility remotely connects to the registry of the Email Gateway machine, allowing you to update the registry settings by clicking Apply. The symbol in the lower right corner lets you know whether or not the Email Gateway is currently running.

 

 

Running

Not Running

If the Email Gateway is running, the values that you save take effect immediately.

If the Email Gateway is not running, the saved values are used the next time the Email Gateway is started.

Configuration Guidelines

The Configurator’s FaxPress, Protocol, Email and Fax and User Map tabs will offer different options depending on the protocol configuration (Generic SMTP, Exchange Connector Using SMTP, or Exchange Connector Using MAPI) chosen in the FaxPress tab.

The protocol configuration option you choose, based on your email environment and preferences, (see About Email Integration) will determine the basic configuration required.

See Required Gateway Configuration for Generic SMTP for information on configuring the Email Gateway for Generic SMTP.
See Basic Configuration for Exchange Connector Using SMTP for information on configuring the Email Gateway for Microsoft Exchange Connector Using SMTP.
See Basic Configuration for the Connector Using MAPI for information on configuring the Email Gateway for Microsoft Exchange Connector Using SMTP.

Although the Configurator’s FaxPress, Protocol, User Map, and Email to Fax tabs, required for basic configuration, will vary according to the Gateway protocol configuration selected, the rest of the Configurator’s tabs will offer identical options for all three protocol configurations.

Active Directory and User Mapping – Important

If you use Active Directory, and have already run the FaxPress’s Active Directory Synchronizer, the Email Gateway’s User Mapping will already be fully configured and user mapping will not need to be done manually. If the Active Directory Synchronizer will not be run, however, then the Auto-registration option in the User Map tab must be turned on.

Auto-registration must be turned Off when the Active Directory Synchronizer service is activated. Otherwise, duplicate users may be created.

Any Active Directory users not imported to the FaxPress by the Active Directory Synchronizer will need to be added to the Email Gateway's User Map manually or through Auto-registration.

For more information on the User Map, see Mapping FaxPress Users for the Exchange Connector Using SMTP and Mapping FaxPress Users for the Exchange Connector Using MAPI. Mapping FaxPress Users for the Exchange Connector Using MAPI

Basic Configuration for Exchange Connector Using SMTP

Basic configuration for the Email Gateway’s Exchange Connector Using SMTP option requires you to modify the Configurator’s FaxPress, Protocol, User Map and Email to Fax tabs. The options provided in the other tabs can be customized after the Exchange Connector and Gateway are up and running.

For use with the Exchange Connector, the Email Gateway for Exchange Connector Using SMTP must, at minimum, be configured:

to run on a registered FaxPress server or servers. This is configured in the Email Gateway Configurator’s FaxPress tab.
to use the Microsoft Exchange Connector Using SMTP option. This is configured in the Email Gateway Configurator’s Protocol tab.
to map Exchange user names to FaxPress user names before fax messages can be sent and received successfully. This is configured in the Email Gateway Configurator’s User Map tab. The User Map for the Microsoft Exchange Connector Using SMTP option is different from the User Map for the Microsoft Exchange Connector Using MAPI option.
with your network’s SMTP server information and a return email address. This is configured in the Email Gateway Configurator’s Email to Fax tab.

Setting the FaxPress Server Options for Exchange Connector Using SMTP

This procedure assumes that you have opened the Email Gateway Configurator utility, as described in Accessing the Email Gateway Configurator, and are following the Configuration Guidelines.

If you are using multiple Email Gateways, this procedure of adding/registering FaxPress servers specific to each Email Gateway will need to be repeated in each Email Gateway's configuration utility in order for load sharing to function correctly.

Load share the received faxes by dividing the incoming FaxPress servers list between the multiple Email Gateways. That is, if you have four FaxPress servers and two Email Gateways, add two FaxPresses to the incoming FaxPress list of one Email Gateway, and the other two FaxPresses to incoming list of the other Email Gateway.

Follow these steps to add FaxPress servers to use with the Exchange Connector and Email Gateway:

1. Select the FaxPress tab if it is not already selected, then click the Add button.

2. The Select a FaxPress Server window requires you to select the intended (Undefined variable: FPGatewaysSMTPW.Product name) server, enter a Administrator login and password, then click OK. The Gateway uses this account to log onto the FaxPress.

To modify a FaxPress server’s Administrator and/or Administrator password, use the Modify button in the FaxPress tab of the FaxPress Email Gateway Configuration utility to bring up the Modify FaxPress Server window.

When you have added a server, the FaxPress tab will display it in both the Incoming and Outgoing FaxPress Servers lists.

3. If you want to use the gateway for outbound faxing only, select the server in the Incoming FaxPress Servers list and click the Do NOT process incoming faxes checkbox. If you want to use the gateway for inbound faxing only, select the server in the Outgoing FaxPress Servers list and click the Do NOT process outgoing faxes checkbox.
4. When you have added the FaxPress server or servers you want, click the Protocol tab to continue your gateway configuration.

Setting the Protocol Options for Exchange Connector Using SMTP

The FaxPress Plus tab allows you to configure the Gateway for Generic SMTP, for Microsoft Exchange Connector Using SMTP, or for Microsoft Exchange Connector Using MAPI. Take the following steps to configure the Gateway for use with a Microsoft Exchange Connector using SMTP.

1. In the FaxPress Plus tab, select the Microsoft Exchange Connector Using SMTP radio button.

2. Enter the Domain, User and Password information for the server running the Email Gateway.
3. In the General section, you can disable the processing of incoming faxes and/or the processing of outgoing fax emails by checking either or both of the two checkboxes.
4. Enter the Administrator user name and Password of the FaxPress Plus server account that you want to send and receive faxes to and from. This is usually an Administrator-level account.

Mapping FaxPress Users for the Exchange Connector Using SMTP

The User Map tab allows you to map Exchange user names to (Undefined variable: FPGatewaysSMTPW.Product name) user names, enabling integration of the two databases. Until User Mapping is established, the Email Gateway will not be able to route inbound faxes to email users. All inbound faxes will instead be delivered to the Unaddressed mailbox account.

You can map (Undefined variable: FPGatewaysSMTPW.Product name) users to Exchange users by:

selecting the Auto registration option
manually adding Exchange user - FaxPress user mappings
selecting and adding FaxPress users from a list for mapping

In the Auto Registration section:

Automatically create a user map entry for incoming email - Check this box if you want Gateway to automatically generate a new (Undefined variable: FPGatewaysSMTPW.Product name) account for each Exchange user the first time the user sends a fax.

Start assigned User IDs at - Leave the number 1 in this text box unless you have a number system on your Exchange Server with a different starting number. When the Gateway automatically creates a (Undefined variable: FPGatewaysSMTPW.Product name) account for an email user, it starts at this ID and increments it by one until a unique ID is found, which is assigned to the new user.

The new (Undefined variable: FPGatewaysSMTPW.Product name) account is generated from the sender’s email address, and will be active on each of the configured incoming (Undefined variable: FPGatewaysSMTPW.Product name) servers. The new (Undefined variable: FPGatewaysSMTPW.Product name) user and the user’s corresponding email address will also be added to the User Map. If the user already has a (Undefined variable: FPGatewaysSMTPW.Product name) account under the email address name, another (Undefined variable: FPGatewaysSMTPW.Product name) account is not generated.

For manually mapping a valid Exchange account to a FaxPress User Name, take these steps:

1. Click the User Map tab’s Add button to bring up the FaxPress User to Email Address Mapping screen.

2. Enter a FaxPress User Name and that user’s email address.
3. Select a cover page (it must be in the .cvr format) and a Fax attachment format (TIF, PDF, or DCX), and then click OK. The user will be listed in the User Map tab.

Mapping the FaxPress Unaddressed user account to an email address is recommended, since the Unaddressed mailbox receives all inbound faxes until either automatic routing or user mapping is established. An example is shown below.

4. To save the mappings you have established, click Apply.
5. Click the Email to Fax tab when you have completed your manual mappings and set up automatic registration.

Email to Fax Settings for the Exchange Connector Using SMTP

The Email to Fax tab provides the parameters required for the Email Gateway for Generic SMTP to communicate with your SMTP mail server or agent, and allows you to modify the settings the Email Gateway for Generic SMTP uses in processing email.

The Email Gateway for Generic SMTP processes three kinds of email:

Fax-addressed email sent by FaxPress users specifying that a fax is to be sent via FaxPress.
Email notifications sent by the Gateway to fax-addressed email senders informing them of the success or failure of the fax attempt.
Email notification sent by the Gateway to a Supervisor email address when there is a problem in the Gateway.

Use the checkboxes and fields in this tab to configure how you send faxes via the Email Gateway.

Send the body of the email as a fax page – check this box if you want the Gateway to send the body text in the received email on the cover page of the outgoing fax. If the email body text is greater than 960 characters (16 lines), the text will be included as a separate fax page and not included on the cover page of the fax.

Do NOT send a cover page - select this option to send only the body of the fax without a cover page.

If the fax succeeds, notify the sender by email – the Gateway will always send an email to the fax message sender if a fax fails. When a fax succeeds, on the other hand, you may not want to be notified. Check this box if you want the Gateway to send an email to the fax mail sender when their fax is successfully sent by FaxPress.

Attach the outgoing fax to the success and failure email notification to the sender - select this option to have all notifications include the outgoing fax.

Delete failed fax after notifying the sender - select this option to delete a failed outgoing fax after you are notified of the failure

Scan Period – the scan period is the interval the Email Gateway for Generic SMTP uses to check for fax-addressed email to send. The interval is set in seconds. If you set the Scan Period to 30 seconds, for example, every 30 seconds the Gateway will check to see if any fax-addressed email has been generated, and if so, will process and send them out.

Name – set the name that will be used in the return address for any email sent out by the Gateway. You may want to have a reference to the supervisor or administrator who is in charge of FaxPress administration.

Address – set the return email address for email sent from the Email Gateway for Generic SMTP. A return email address is required for most mail servers to accept email.

IP Address of SMTP Mail Server – enter the computer name or TCP/IP address of the SMTP server the Email Gateway for Generic SMTP uses to send email. This should be the usual SMTP server used in your organization, the one you use to send all other email. Note that the Email Gateway for Generic SMTP does not replace your POP server; email clients on user desktops do not communicate directly with the Gateway. Rather, the Email Gateway for Generic SMTP sends email to your SMTP server; the email is then delivered to the user desktops as is any other incoming email.

SMTP Send Port – set the SMTP Port through which the Gateway will communicate. Leave the default value set to 25.

SMTP Listen Port – set the SMTP Port on which the Gateway will listen for incoming emails. The default value is 25 and should rarely have to be changed. If you do change the value from port 25, keep in mind that most SMTP servers only send email through port 25.

Communication Timeout – set the number of minutes the Gateway will wait before timing out when receiving or sending email and communication has stalled.

For more on configuration of the Email Gateway, see Appendix A, The Email Gateway Configurator.

Basic Configuration for the Connector Using MAPI

Basic configuration for the Email Gateway’s Exchange Connector Using MAPI option requires you to modify the Configurator’s FaxPress, Protocol and User Map tabs only. The user mapping for SMTP contains the SMTP email address and FaxPress user names.

For use with the Exchange Connector, the Email Gateway for Exchange Connector Using MAPI must, at minimum, be configured to:

run on a registered FaxPress server or servers. This is configured in the Email Gateway Configurator’s FaxPress tab.
use the Microsoft Exchange Connector Using MAPI option. This is configured in the Email Gateway Configurator’s Protocol tab.
map Exchange user names to FaxPress user names before fax messages can be sent and received successfully. This is configured in the Email Gateway Configurator’s User Map tab. The User Map for the Microsoft Exchange Connector Using SMTP option is different from the User Map for the Microsoft Exchange Connector Using MAPI option.

See Accessing the Email Gateway Configurator, for information on additional, optional Email Gateway Configurator parameters. Only those required for basic Gateway operation are covered here.

Setting the FaxPress Server Options for Exchange Connector Using MAPI

This procedure assumes that you have opened the Email Gateway Configurator utility, as described in Accessing the Email Gateway Configurator, and are following the Configuration Guidelines.

If you are using multiple Email Gateways, this procedure of adding/registering FaxPress servers specific to each Email Gateway will need to be repeated in each Email Gateway's configuration utility in order for load sharing to function correctly.

Load share the received faxes by dividing the incoming FaxPress servers list between the multiple Email Gateways. That is, if you have four FaxPress servers and two Email Gateways, add two FaxPresses to the incoming FaxPress list of one Email Gateway, and the other two FaxPresses to incoming list of the other Email Gateway.

The procedure for adding and registering FaxPress servers for each Email Gateway is the same for both SMTP and MAPI; it is described in Setting the FaxPress Server Options for Exchange Connector Using SMTP. Setting the FaxPress Server Options for Exchange Connector Using SMTP 

Setting the Protocol Options for Exchange Connector Using MAPI

The Protocol tab allows you to configure the Gateway for either Generic SMTP, Microsoft Exchange Connector Using SMTP, or Microsoft Exchange Connector Using MAPI.

Select the Microsoft Exchange Connector Using MAPI radio button.

In the Domain, User, and Password fields, enter the name of the Exchange server’s network domain, and the administrator user you created for the Email Gateway’s use. (See Requirements.) This user must be the same as the Supervisor whose profile you enter in the following fields.

Make sure you use the Outlook client installed on the FaxPress to send at least one email before using the Gateway to send and receive faxes.

Notify supervisor on all failures - When this box is checked the Gateway will notify the administrator of any failed faxes.

Notify supervisor about license status - This is only applicable if you are evaluating the product. Select to enable the daily email sent to notify the administrator the number of days left until the license expires.

Supervisor’s Outlook Account Display - Enter the supervisor’s outlook mailbox name.

Outlook Profile - Enter the supervisor’s profile, or click the Select Outlook Profile & Mailbox Name button to select one from the Outlook Profile list.

Password - Enter the supervisor’s password and confirm it.

The Outlook Profile Name/Password should be the Outlook Profile name of the administrator user you created for the Email Gateway’s use. This should be the profile created when you configured the FaxPress’s Outlook client to connect to your Exchange server. (See Requirements.) This user must be the same as the one entered in the Domain and User fields above.

Mapping FaxPress Users for the Exchange Connector Using MAPI

The User Map tab allows you to map Exchange user names to (Undefined variable: FPGatewaysSMTPW.Product name) user names, enabling integration of the two databases. Until User Mapping is established, the Email Gateway will not be able to route inbound faxes to email users. All inbound faxes will instead be delivered to the Unaddressed mailbox account.

You can map the (Undefined variable: FPGatewaysSMTPW.Product name) users to Exchange users by:

selecting the Auto registration option
manually adding an Exchange user
selecting and adding users from a list

In the Auto Registration section:

Automatically create a user map entry for incoming email Check this box if you want Gateway to automatically generate a new (Undefined variable: FPGatewaysSMTPW.Product name) account for each Exchange user the first time the user sends a fax.

The new (Undefined variable: FPGatewaysSMTPW.Product name) account is generated from sender’s email address, and will be active on each of the configured incoming (Undefined variable: FPGatewaysSMTPW.Product name) servers. The new (Undefined variable: FPGatewaysSMTPW.Product name) user and the user’s corresponding email address will also be added to the User Map. If the user already has a (Undefined variable: FPGatewaysSMTPW.Product name) account under the email address name, another (Undefined variable: FPGatewaysSMTPW.Product name) account is not generated.

Start assigned User IDs at Enter a value in this field only if you select the automatic user generation feature. When the Gateway automatically creates a (Undefined variable: FPGatewaysSMTPW.Product name) account for an email user, it starts at this ID and increments it by one until a unique ID is found, which is assigned to the new user.

Take the following steps to map a valid Exchange account to a (Undefined variable: FPGatewaysSMTPW.Product name) User Name manually.

1. Click the User Map tab’s Add button to bring up the FaxPress User to Email Address Mapping screen.
2. Enter the user name of a FaxPress User, then enter that user’s Exchange email address.

When the Gateway is configured for MAPI, this mapping should not be to an SMTP mail address.

3. Mapping the FaxPress Unaddressed user account to an Exchange User Name (as shown above) is recommended, since the Unaddressed mailbox receives all inbound faxes until either automatic routing or user mapping is established.
4. Enter the Personal Cover Page and Attachment Format that are the defaults on the FaxPress server for the user.
5. Click OK to add the mapping to list.

To map users by choosing them from FaxPress and Exchange user lists, take the following steps:

1. In the User Map tab, click the Select Exchange/FaxPress User Pair button. You will be prompted to log on to Exchange if you are not already.
2. After you log on, use the Choose Profile dialog box to choose a profile from the pull-down menu, or use the New button to create a new profile. Click OK.

3. In the Select an Exchange Account/ User Pair window, first select an Exchange user name from the Exchange Accounts list, then select a (Undefined variable: FPGatewaysSMTPW.Product name) user name from the FaxPress Users list.
4. Click Add. Repeat to map additional users.

5. Click Close to finish mapping users and return to the User Map tab of the FaxPress Gateway Configuration utility.
6. At the User Map tab, click Apply or OK.

For more on configuration of the Email Gateway, see Appendix.

 

FaxPress Premier WebHelp
Last Updated: 11/1/2007
 

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