Alcatel-Lucent OmniTouch Fax Server Application System Administrator Manual

Alcatel-Lucent Applications

Alcatel-Lucent

OmniTouch Fax Server

Application

System Administrator Guide

8AL_90215_USAA ed.01

Release 5

June, 2007

i

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

4 OmniTouch 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

6 OmniTouch 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:

1 Maximum 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.

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 11

2 Administrator Login

First-Time Login

While the OmniTouch Fax Server is being installed, an administrator

password is requested. But when the system administrator logs in for

the first time, this password must be changed before proceeding any

further. There are two options for logging into OmniTouch Fax Server:

1 Open a Web browser.

2 Enter the URL designated by your system administrator.

The Login screen appears.

3 Enter your Administrator name and Password.

4Click Login.

The Change Password dialog appears.

Note: If the login is unsuccessful, a message appears and you must

restart from step 1.

5Click in the New Password field and type in a new password (must

be different than the original password).

Chapter 2 Administrator Login

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

6Click in the Confirm New Password field and type the new

password again.

7Click OK.

The Web Administrator appears.

Normal Login

1 Open a Web browser.

2 Enter the URL designated by your system administrator.

A Login page appears.

3 Enter your Administrator Name and Password.

4Click Login.

Note: If the login is unsuccessful, a message appears and you must

restart from step 1.

The Web Administrator appears.

Note: If the login is unsuccessful, a message appears and you must

restart from step 2.

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 13

3 Web Administrator Site Configuration

The Web Administrator provides the means to administer OmniTouch

Fax Server. .

The system administrator level is divided into two categories:

•Configuration

• System monitoring

This chapter introduces the configuration section. Within a site, you

can configure:

❐ Internal User Accounts

❐ Profiles

❐ Cover sheets

❐ Incoming routing table

❐ Notification destinations

❐ Notification profiles

Internal Users

The Internal User directory node allows the administrator to add,

remove, and modify Internal User properties. This includes basic

information such as account, SMTP address, password, Fax profile,

and personal information.

For more information on user management, refer to the User Guide.

Creating an Internal User Account

1 In the Web Administrator, select Configuration|Internal Users.

2Click Add.

Chapter 3 Web Administrator Site Configuration

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

The User dialog appears.

3 Enter the user’s SMTP address, a mandatory entry.

4Use Profile Name to associate the user with a specific profile. A

profile is mandatory. If no other profiles exist, you can choose Basic

or No Faxing Rights.

5 Enter the password once again in Confirm Password.

6 Select the Sender Information tab and complete the desired

fields.

Chapter 3 Web Administrator Site Configuration

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 15

7 When done, click OK.

Modifying a Internal User Account

1 In the Web Administrator, select Configuration|Internal User.

2 In the right panel of the Web Administrator, select the checkbox of

the administrator the user whose account you want to modify and

then select Properties.

Chapter 3 Web Administrator Site Configuration

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

3 Make whatever modifications are required in the User and Sender

Information tabs.

4 Make whatever modifications are required in the User and Sender

Information tabs.

5Click OK.

Removing a Internal User Account

1 In the Web Administrator, select Configuration|Internal User.

Chapter 3 Web Administrator Site Configuration

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 17

2 In the right panel of the Web Administrator, select the checkbox of

the user whose account you want to delete, and then click Remove.

3 In the dialog that opens, click OK to confirm the deletion, or click

Cancel, if you changed your mind.

The user account disappears from the list.

Profiles

Immediately after installation, the Basic and No Faxing Rights

profiles are available, to which you can associate users. The Basic

profile allows the user to fax at a normal fax priority, with three

retries if a connection cannot be immediately established, while the

No Faxing Rights profile does not allow the transmission of

faxes.

You might also create any number of new profiles and assign them, to

meet the fax needs specific to each user. Another option is to create

different profiles for each department and to apply profiles to

employees according to department, thereby tailoring fax settings to

departmental, rather than user, requirements.

The profile-specific parameters include a default cover sheet, site

information (site name and address, phone number, etc.); billing

code; fax priority, fax header, number of retries; security and

notification options and format.

Creating a Profile

1 In the Web Administrator, select Configuration|Profiles.

2 Select Add.

The Profile tab appears.

Chapter 3 Web Administrator Site Configuration

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

3In the Profile Name field, enter the name of the profile.

4Click OK.

Entering Organization Information

1 In the Web Administrator, select Configuration|Profiles.

2 In the right panel of the Web Administrator, select the checkbox of

the profile for which you would like to add organization information,

and then select Properties.

The Profile tab appears.

Chapter 3 Web Administrator Site Configuration

OmniTouch Fax Server System Administrator Guide - 8AL_90215_USAA ed.01 19

3In the Organization Information section, check the Use Profile

Organization Information box. Selecting this option instructs

OmniTouch Fax Server to include only the information entered in this

section.

4 Enter the organization information.

Note: If an entry to a field is omitted here, no other information is

sent. For example, if you make an entry to the Organization

field and leave all other fields blank, only that entry is

included with the fax. OmniTouch Fax Server does not retrieve

information omitted here from the Active Directory.

5Click OK.

Entering Phone Number Information

1 In the Web Administrator, select Configuration|Profiles.

2 In the right panel of the Web Administrator, select the checkbox of

the profile whose properties you want to change.

3 Select Properties.

Chapter 3 Web Administrator Site Configuration

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

The Profile tab appears.

4In the Phone Number Information section, check the Use Profile

Phone Number Information box. Selecting this option instructs

OmniTouch Fax Server to include only the information entered in this

section.

5 Enter the phone and fax number information.

Note: If an entry to a field is omitted here, no other information is

sent. OmniTouch Fax Server does not retrieve information

omitted here from the Active Directory.

6Click OK.

Cover Sheets and Profiles

Cover sheets are associated with profiles in one of two manners: a

default cover sheet or a simple association.

If a default cover sheet is specified in a profile, users associated with

the profile can fax using no cover sheet or the default cover sheet,

which is the only cover sheet available to them.

Alternatively, you can specify a default cover sheet and add

secondary cover sheets to the profile. For example, Basic01.cse

might be the default cover sheet and Basic02.cse could be included

as an alternative. When this is the case, users associated with the

profile may accept the default, choose either of the two

alternatives, or choose no cover sheet.

Finally, you can add cover sheets and specify no default cover sheet.

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Alcatel-Lucent OmniTouch Fax Server Application System Administrator Manual

Alcatel-Lucent OmniTouch Fax Server Application System Administrator Manual

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