Installation Guide for Accuroute V2.0.1 and Genifax V3.3.1 V
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Installation guide For AccuRoute v2.0.1 and Genifax v3.3.1 August 21, 2006 (4.0307-AA) © 2000-2004 by Omtool, Ltd. All rights reserved. AccuRoute, Genidocs, Genifax, Omtool, Swiftwriter, and the Company logo are trademarks of Omtool, Ltd. in the United States and United Kingdom. AccuRoute is a registered trademark of Omtool, Ltd. in the United States and Hong Kong. Genifax and Genidocs are registered trademarks of Omtool, Ltd. in the United Kingdom. All other company names and products are trademarks of their respective owners. TERMS OF USE: Omtool product documentation is provided as part of the licensed product. As such, the documentation is subject to the terms outlined in the End User License Agreement. (You are presented with the End User License Agreement during the product installation. By installing the product, you consent to the terms therein.) Permission to use the documentation is granted, provided that this copyright notice appears in all copies, use of the documentation is for informational and non-commercial or personal use only and will not be copied or posted on any network computer or broadcast in any media, and no modifications to the documentation are made. Accredited educational institutions may download and reproduce the documentation for distribution in the classroom. Distribution outside the classroom requires express written permission. Use for any other purpose is expressly prohibited by law. Omtool and/or its suppliers make no guaranties, express or implied, about the information contained in the documentation. Documents and graphics contained therein could include typographical errors and technical inaccuracies. Omtool may make improvements or changes to the documentation and its associated product at any time. Contents Chapter 1: Introduction ..........................................................................1 About this guide.........................................................................................................................2 Intended audience......................................................................................................................3 Additional resources.................................................................................................................4 Omtool Knowledge Base ..................................................................................................................4 Customer service and technical support ......................................................................................4 Sales and licensing .............................................................................................................................4 Training programs and consulting services..................................................................................5 Chapter 2: Requirements........................................................................7 AccuRoute and Genifax servers.............................................................................................8 Remote Administrators..........................................................................................................10 Remote Composers................................................................................................................11 Remote Modem Servers (for servers with faxing capability) ........................................12 Supported Modem Server configurations .................................................................................12 Chapter 3: Preparing for the installation .............................................15 Selecting user accounts for the installation .......................................................................16 Selecting a server account and assigning required permissions .........................................16 Assigning Distributed COM permissions ...................................................................................16 Giving the server account permissions to access the Exchange 2003/2000 Server mailbox store (for servers with an Exchange connector)......................................................................20 Giving the server account Service Account Admin permissions to Exchange 5.5 Server organizations, sites, and configurations (for servers with an Exchange connector)......21 Selecting a logon account for Xerox MFDs (for servers with a XeroxScan connector)22 Creating Windows user accounts................................................................................................23 Installing IIS................................................................................................................................26 Creating a scan repository for the XeroxScan connector ............................................28 Installing fax boards, Windows drivers, and Omtool firmware....................................32 Downloading the latest update for your fax board................................................................32 Installing the fax board..................................................................................................................32 Installing Windows plug and play drivers .................................................................................33 Installing Omtool firmware ...........................................................................................................36 iv Installing the Web Client (for servers with faxing capability only)..............................42 Configuring Windows authentication on the web server......................................................43 Configuring Windows authentication on client systems with Internet Explorer 6.0......44 Adding the Web Client as a trusted site (Windows 2003 only) ........................................45 Chapter 4: Installing the server software ............................................47 Selecting a database application ...........................................................................................48 Installing MSDE ...............................................................................................................................48 Installing the server software................................................................................................50 Completing the server configuration wizard ....................................................................56 Creating a rule for the SMTP connector (for AccuRoute servers).............................57 Disabling a channel for ISDN (for servers with faxing capability)................................59 Sending a Quick Fax (for servers with faxing capability)................................................60 Tracking the results of the Quick Fax........................................................................................62 Chapter 5: Optional configurations.....................................................65 Configuring inbound lookups for mail connectors..........................................................66 Configuring inbound lookup for the SMTP connector in a GroupWise environment ...68 Setting up notifications with mail connectors...................................................................71 Configuring default user permissions..................................................................................72 Customizing the Web Client................................................................................................74 Displaying the primary SMTP address only (Exchange 2003/2000) ...............................74 Changing the file format of faxes in the Web Client ............................................................75 Customizing the fax header ..................................................................................................76 Associating a real e-mail account with e-mail messages from the server ..................78 Working with the Telco connector, dialing rules, and access codes..........................79 Configuring Xerox MFDs and XeroxScan connectors...................................................80 Configuration for AccuRoute servers..........................................................................................80 Configuration for servers with faxing capability ......................................................................84 Configuring the server to support network accounting applications (for servers with a XeroxScan connector)........................................................................................................90 Setting up batch scanning for network scan devices.......................................................92 Batch requirements.........................................................................................................................92 Device requirements.......................................................................................................................93 Optional features of the Xerox implementation.....................................................................93 Required configuration...................................................................................................................94 Printing delivery confirmation messages on the Xerox source device.......................97 Installing the Xerox Walk-Up Printing Driver 2.0..................................................................97 Configuring the OmtoolPS driver to use the Xerox Walk-Up Printing Driver 2.0.........97 Configuring the AccuRoute server to send delivery confirmations