OpenText RightFax 20.2 Installation Guide Edition OpenText RightFax 20.2 April 22, 2020 Copyright © 2020 Open Text. All Rights Reserved. Trademarks owned by Open Text. One or more patents may cover this product. For more information, please visit, https://www.opentext.com/patents. Open Text Corporation 275 Frank Tompa Drive Waterloo, Ontario, Canada N2L 0A1 (519) 888-7111 http://www.opentext.com Copyright Statement Portions of this product Copyright © 2002-2006 Glyph & Cog, LLC. Portions Copyright © 2001 artofcode LLC. This software is based in part on the work of the Independent JPEG Group. This software is based in part on the work of the Freetype Team. Portions Copyright © 1998 Soft Horizons. Portions Copyright ©2001 URW++. All Rights Reserved. Includes Adobe® PDF Library technology. Adobe, Acrobat and the Acrobat logo are trademarks of Adobe Systems Incorporated. Disclaimer No Warranties and Limitation of Liability. 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OpenText RightFax 20.2 2 Installation Guide Contents Chapter 1: What is installed on the RightFax server? 5 IIS server requirements 18 RightFax software 5 Installing Web applications 19 Chapter 2: Hardware and software requirements 6 URL for RightFax web applications 21 Fax server requirements 6 Installing a TLS/SSL certificate 22 SQL requirements and information 7 Configuring RightFax Web Delivery 23 Virtualization support 9 Chapter 5: Installing RightFax client applications 24 Fax board requirements 9 RightFax client computer requirements 25 Phone line requirements 9 Upgrading the RightFax client applications 25 Antivirus exclusions 10 Before you begin 25 Chapter 3: Installing RightFax server software 11 Installing the client applications 26 Step 1: Selecting setup options and features 11 Creating an automated client install or uninstall 27 Step 2: Installing the RightFax software 13 Installing and configuring the RightFax client for remote use 32 Step 3: Configuring the RightFax server 13 Troubleshooting the client installation and configuration 32 Activating RightFax 15 Chapter 6: Installing and configuring the Shared Services Module 34 Understanding the default RightFax security settings 15 Server topology 34 Adding an exception to the Windows firewall 15 System requirements 36 Running a silent RightFax server installation 16 Installing RightFax servers to share a SQL database 36 Uninstalling the RightFax server 17 Configuring data sharing 39 Chapter 4: Installing RightFax web applications 18 OpenText RightFax 3 Installation Guide Copying service configuration settings to other nodes 40 Chapter 7: Performing daily maintenance 42 Aging and purging 42 Orphan scanning 42 Recovery 42 Configuring the maintenance processes 42 Viewing the maintenance logs 43 Chapter 8: Installing RightFax in a Windows server failover cluster 44 Preparing the system 44 Installing RightFax onto the cluster 45 Configuring the Integration module in a Windows Server cluster 48 Chapter 9: Upgrading RightFax server software 51 Retaining customized configuration file information 51 Running the RightFax server upgrade 52 Running a silent RightFax server upgrade 53 Updating the RightFax Connect URL 53 Chapter 10: Adding features and fax channels 54 Checking for installed components 54 Activating RightFax components 54 Licensing Brooktrout SR140 channels 55 Chapter 11: Installing RightFax database schemas 56 OpenText RightFax 20.2 4 Installation Guide Chapter 1: What is installed on the RightFax server? Chapter 1: What is installed on the RightFax server? The RightFax server is the computer that runs the fax server software. Do not install the software in the Program Files folder reserved for 64-bit The server performs all the work required for sending and receiving program files. faxes, including managing the fax database, converting documents into fax images, adding signatures, overlaying forms, maintaining logs, printing faxes, and creating fax cover sheets. When you install RightFax, the complete suite of RightFax products is installed. Product licensing determines the capabilities of the server and which modules you can activate. You can upgrade the RightFax server and purchase licenses for optional modules as needed. For information about upgrading the server and adding new RightFax modules, see Adding features and fax channels on page 54. In addition to the installed software, Setup creates several Windows services, adds RightFax configuration settings to the Windows Registry, adds some configuration programs to Windows Control Panel, and installs the FaxUtil, Enterprise Fax Manager, and Web Admin client programs. RightFax uses a SQL database to store all its data. If you do not connect to an existing SQL server on your network during installation, RightFax will install a SQL Server Express database on the RightFax server. RightFax software All of the RightFax software is installed on the server in the folder you specify during installation. By default, the software installs in the C:\Program Files (x86)\RightFax folder. OpenText RightFax 5 Installation Guide Chapter 2: Hardware and software requirements Chapter 2: Hardware and software requirements After purchasing RightFax or any of its components, you will receive a When you configure the RightFax server, you can select that all client confirmation email with user login and password and other information computers must run a minimum version of client software. For more you need to access files at https://mysupport.opentext.com—the information, see the RightFax Administrator Guide. central repository for RightFax software, upgrades, patches, and documentation. Supported Microsoft Windows operating systems RightFax server software is supported on the following server operating Fax server requirements systems (with current updates): Many of the software prerequisites for RightFax 20.2 are included with l Windows Server 2019 the RightFax software. RightFax Setup checks for required third-party components and installs them if necessary. Some components, such l Windows Server 2016 as Microsoft service packs and Microsoft Exchange server, are not provided. Hardware requirements Server and client combinations Refer to Microsoft documentation for the hardware requirements to run your selected operating system. Server and client features are interdependent. RightFax 20.2 features require that both server and client computers run the latest version of Additional server requirements the software. l Microsoft Internet Information Services (IIS) 10. The following combinations of RightFax server and client software l A Windows account to run RightFax services. The account you versions are supported but will result in a loss of new functionality: choose must be a member of the local administrators group and l RightFax 20.2 servers with RightFax 16 EP6, 16 EP4, and 16 EP2 must have the right to log on as service on the local computer. client software. l Reserved network ports. l RightFax 20.2 client software with RightFax 16 EP6, 16 EP4, and l Update for Universal C Runtime (CRT) in Windows. 16 EP2 server software. OpenText RightFax 6 Installation Guide Chapter 2: Hardware and software requirements l To run Web Admin, the Remoting Service must be set to a domain l SQL Server 2019 Enterprise Edition account. l SQL Server 2019 Standard Edition The following required components can be installed as part of the l SQL Server 2019 Express Edition RightFax Setup: l SQL Server 2017 Express Edition l RightFax PostScript Printer Driver l SQL Server 2017 Enterprise Edition l Microsoft Messaging Queue (MSMQ) Server l SQL Server 2017 Standard Edition l Microsoft Primary Interoperability Assemblies 2005 l SQL Server 2016 Enterprise Edition l Microsoft Visual C++ runtime components l SQL Server 2016 Standard Edition l Microsoft .NET 4.7.2 Framework l SQL Server 2016 Express Edition l Microsoft Data Access Components (MDAC) Account permissions for SQL connections l Microsoft Windows Installer 3.1 The following accounts are required to establish SQL connections from l Crystal Reports 13.0 runtime (used for FaxReporter and Enterprise Fax Manager) the RightFax server to the RightFax database: l An account to create the RightFax database during setup. To install RightFax, you must log on to the computer using a Windows l An account for RightFax services to access the RightFax database account that is a member of the domain and local Administrators group. during Setup and daily operations. SQL requirements and information SQL connection for Setup The RightFax server maintains SQL databases that can reside on your Setup can create a new RightFax database using a fully automated organization’s SQL server, on the RightFax server, or on SQL servers process. The account that creates the database during Setup requires installed on virtual machines running in Microsoft Azure Infrastructure the following permissions: as a Service. l Create database The RightFax Setup program will either: This permission may not be needed if the SQL administrator has l Connect the RightFax server to an existing SQL server, or created an empty database in advance of Setup. l Install SQL Server 2017 Express on the RightFax server. l Create table The following versions of Microsoft SQL server are supported: l Create procedure l Create view l Create rule OpenText RightFax