VSI-FAX

GETTING STARTED MANUAL

 Copyright and Trademark Notices
VSI-FAX Version 4.2 Issued June 2002
Copyright © 1989-2002 Esker S.A. All rights reserved.
Copyright © 2000 The Apache Software Foundation; Copyright © 2002 Electronics for Imaging, Inc.;
Copyright © 2001 Ghostscript; JetPCL PCL Emulation Software © 1990-2002 Tech Know Systems, Ltd.
Co. All rights reserved.
For suppliers’ conditions of use and disclaimers, see the copyright.txt file.
Esker, the Esker logo, Extending the Reach of Information, VSI, VSI-FAX, DirectFax and CoverMaker are
trademarks of Esker S.A. The "X device", X/Open, and UNIX are trademarks of The Open Group.
Microsoft, MS-DOS, Windows, Windows NT and Windows XP are trademarks of Microsoft Corp. Lotus,
Lotus Notes and Domino are registered trademarks of Lotus Development Corp. and/or IBM Corp. Adobe
and Acrobat Reader are registered trademarks of Adobe Systems Inc. WebHelp is a registered trademark of
eHelp Corp. All other products or services mentioned in this document are trademarks or registered
trademarks or service marks of their respective holders.
Printed in the United States of America.
Information in this document is subject to change without notice. No part of this document may be
reproduced or transmitted in any form or by any means without the prior written consent of Esker S.A.
Esker S.A.
Voice: (800) 556-4874, (949) 462-2200
Fax: (949) 462-3300
World Wide Web: http://www.esker.com

REVISION: 4.2/JUNE 2002

TABLE OF CONTENTS
Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i

Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Scope and Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Typeface Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
A Word About Unix, Linux and Windows Notation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Additional Technical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Technical Support and Warranty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Upgrades. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Supported Platforms and Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

VSI-FAX Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
MMC Fax Server Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Outlook Fax Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Universal Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Web Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
CoverMaker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Software Development Kit (SDK) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Windows Terminal Server Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Install Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Recommended Fax Boards and Modems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Brooktrout Fax Boards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Verifying Proper Fax Board Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Uninstalling Brooktrout Diagnostic Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Serial Port Expanders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Ethernet Terminal Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
VSI-FAX GETTING STARTED MANUAL I
TABLE OF CONTENTS

Before You Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Product Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Fax Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Annotated Fax Server Information Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Installing VSI-FAX Server on Windows 2000/NT . . . . . . . . . . . . . . . . . . . . . . 27

Installing VSI-FAX Server on Unix/Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Testing the Fax Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Sending a Test Fax Using the Loopback Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Sending a Test Fax to a Fax Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Installing MMC Fax Server Administration . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Installing the Outlook Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Basic Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Windows Terminal Server Installation Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Additional Windows Terminal Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
General Application Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Important Caching Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installing the Universal Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Installing a Java Runtime Environment (JRE) on Windows Systems . . . . . . . . . . . . . . . . . . 53
Installing The Universal Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Installing and Using the Web Fax Client . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Installing the VSI-FAX Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Installing the Web Fax Client Print Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Installing CoverMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Installing the Software Development Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Appendix A – Sample Unix and Linux Mount Commands . . . . . . . . . . . . . . 67

Appendix B – Fax Server Information Form . . . . . . . . . . . . . . . . . . . . . . . . . 69

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

II VSI-FAX GETTING STARTED MANUAL

FOREWORD

Scope and Intended Audience

This manual provides detailed instructions for installing the VSI-FAX network fax server on supported
Windows, Unix and Linux platforms. It also provides detailed instructions for installing and configuring
the VSI Outlook and web fax clients.
Esker expects that persons installing a network fax server have a working knowledge of their platform
and operating system. You should know how to:
• Edit text files
• Install and configure TCP/IP
• Configure hardware devices
• Set up new users
Installation of this software acknowledges you have read and agreed to the terms of the VSI-FAX
Software License Agreement. Any questions regarding the legal use of this software can be answered
by calling Esker at (608) 273-6000. For the latest Esker product and support information, visit our web
site at http://www.esker.com.

VSI-FAX GETTING STARTED MANUAL III

Typeface Conventions
FOREWORD

Typeface Conventions
The following tables show examples of standard typeface styles used in this manual to convey various
kinds of information.

EXAMPLE DESCRIPTION

Click OK. Bold text is used to show actual Graphical User

- or - Interface (GUI) menus, commands and buttons. Also
Choose File > Close. note that in the second example, sequential commands
are separated by a greater-than (>) character.

Enter vfxadmin… Bold monospaced text is used to show literal user input
that must be entered exactly as it appears in the manual.

<my_filename> Bold monospaced text inside angle brackets shows a

- or - type of user input (not a literal user input). Your actual
<my_password> entry will be your file or your personal password.

Installation Complete. Regular monospaced text is used for file, directory and
- or - environment variable names, as well as file entries and
…set the VSIFAX variable… displayed messages.
- or -
…are stored in $VSIFAX/spool/dbs

A Word About Unix, Linux and Windows Notation

This manual supports Unix, Linux and Windows platforms. Whenever possible, meaningful examples
are provided in all applicable formats. However, in the interest of clarity, directories and filenames are
usually given in only one format. In most cases, these are interchangeable between platforms if your
remember the following:
Unix and Linux environment variables are prefixed with a dollar sign ($); Windows environment
variables are enclosed in percent signs (%).
Unix and Linux path statements use forward slashes (/); Windows path statements use
backlashes(\).
The following path statements are equivalent:

$VSIFAX/MY_DIR/my_file Unix and Linux

%VSIFAX%\MY_DIR\my_file Windows

IV VSI-FAX GETTING STARTED MANUAL

 Additional Technical Information
FOREWORD

Notes
The following kinds of notes appear in this manual:

NOTE: This is a general note. We strongly suggest that you read these as they
always contain important information you should be aware of before performing
some action.

IMPORTANT: This is a warning. Warnings always contain information that if

not heeded could result in unpredictable behavior or loss of data.

TIP: Tips present optional information intended to speed up your work or

otherwise enhance your experience with our product. Tips never contain
information that will cause a failure if ignored.

Additional Technical Information

Additional technical information is available from the Technical Support area of the Esker web site.
Point your web browser to http://www.its.esker.fr.

VSI-FAX GETTING STARTED MANUAL V

INTRODUCTION
VSI-FAX uses a robust central fax engine that runs on Windows 2000/NT, Unix and Linux network
hosts. This powerful TCP/IP-based fax server delivers consistent, reliable performance for all your fax-
enabled applications and desktop fax users.

Technical Support and Warranty

Esker is committed to providing the best in professional support and services and offers a range of
extended support and upgrade plans to meet the diverse needs of our customers. To obtain technical
support, your VSI-FAX system must be covered under an Esker ProTM Maintenance and Support Plan
from Esker.

North and South America

For detailed information, or assistance in choosing an Esker Pro plan, contact VSI-FAX Sales at:
• Toll Free (800) 556-4874
• Fax (949) 462-3399
VSI-FAX Technical Support is available during normal office hours, 8:00 am. to 5:00 pm. PST, via:
• Telephone (949) 462-2200
• Fax (949) 462-3300
• Email [email protected]
On subscribing to a software support and upgrade plan for your VSI-FAX Server(s), additional
technical support access guidelines will be provided.

VSI-FAX GETTING STARTED MANUAL 1

Upgrades
INTRODUCTION

Europe, Asia and Australia

Area Telephone Fax Email
Asia/Australia +61.(0)2.95.65.56.88 +61.(0)2.95.65.58.77 [email protected]

Italy +39.(0)2.89.20.03.03 +39.(0)2.57.51.18.96 [email protected]

EMEA, France, Greece, +33.(0)4.72.83.46.46 +33.(0)4.72.83.46.40 [email protected]

Turkey and Switzerland

Northern Europe +44.(0)1.332.799622 +44 (0)1.332.799633 [email protected]

Germany +49.(0).201.82157.0 +49.(0).201.82157.14 [email protected]

Spain +34.91.552.92.65 +34.91.433.55.41 [email protected]

VSI-FAX comes with an initial 30-day limited warranty that becomes effective on the date of
registration. You must register the product in order to receive your serial numbers and activation keys
(required for product installation) and to receive free technical support for the initial 30 day period.

Upgrades

IMPORTANT: You can only directly upgrade to VSI-FAX 4.2 from VSI-FAX
Gold Series (3.x). You cannot directly upgrade your fax server or clients from
earlier versions of VSI-FAX. Furthermore, upgrades are only offered to
customers covered by a current VSI maintenance agreement.

If you are upgrading your fax server and fax clients, we strongly recommend that you review the VSI-
FAX Upgrade Guide before installing any VSI-FAX product.

Getting Help
A complete set of online documentation is available on your VSI-FAX product CD-ROM. Point your
web browser to <cd_rom>/docs/index.html.

2 VSI-FAX GETTING STARTED MANUAL

SUPPORTED PLATFORMS AND EQUIPMENT
This chapter provides detailed technical information about:
• Supported platforms and detailed system requirements for each VSI-FAX application (e.g., fax
server, clients, development tools)
• Supported fax devices (i.e., modems and fax boards)
• Support for Windows Terminal Server environments
• Support for other equipment (e.g., Ethernet Terminal Servers, Port Expanders, etc.)

TIP: The information in this chapter was correct at publication time. However,
you can always access the latest supported platforms and equipment information
in the support area of the Esker web site (www.esker.com).

What is a A “platform” is a specific combination of operating system and Central Processing

“platform?” Unit (CPU). Many commercial operating systems run on both Intel and RISC
CPUs. VSI-FAX does not always support all of these combinations. In order to
avoid confusion, this manual routinely specifies entire “supported platforms” (i.e.,
operating system and CPU) rather than just a “supported operating system.”

VSI-FAX GETTING STARTED MANUAL 3

VSI-FAX Server
SUPPORTED PLATFORMS AND EQUIPMENT

VSI-FAX Server
These are the detailed system requirements for installing and using a VSI-FAX server.

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Caldera Systems Open Linux 3.1, 2.4, 2.3, 2.2.5, 2.2

Caldera Systems Open UNIX 8

Compaq Tru64 Unix (Alpha) 5.1, 4.0E

Data General AViiON DG/UX (Intel)1 4.20

Hewlett-Packard HP-UX 11.0, 10.20

IBM AIX (RS6000)1 4.3.3, 4.3.2, 4.1.5

IBM AIX (PowerPC) 4.3.3, 4.3.2

Microsoft Windows NT 4.0 Server or Workstation (Service Pack 4 required;

Service Pack 5, 6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 or

2 optional).

NCR SVR4 MP-RAS1 3.0.2.01

Red Hat Linux 7.1, 7.0, 6.2, 6.1, 6.0

SCO OpenServer 5 Enterprise2 5.0.6, 5.0.5

SCO UnixWare 7.1.1

Sun Solaris (Intel) 8, 7

Sun Solaris (SPARC)1 8, 7, 2.6, 2.4

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium II 300 MHz or Pentium III 450 MHz or

comparable RISC processor comparable RISC processor
appropriate to your operating appropriate to your operating
system. system.

RAM 128 MB 256 MB

4 VSI-FAX GETTING STARTED MANUAL

 VSI-FAX Server
SUPPORTED PLATFORMS AND EQUIPMENT

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

Hard Disk Space 100 MB permanent disk space plus 500 MB

100 MB additional temporary
space required during installation.

Network Interface Card 10baseT or higher, configured with N/A

latest drivers for your platform.

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity As provided by your platform. N/A

NOTE: Due to technical limitations of the operating system, the VSI-FAX

integrated web server is not provided for these platforms: Data General AViiON
DG/UX (Intel) 4.20, IBM AIX (RS6000) 4.1.5, NCR SVR4 MP-RAS 3.0, or Sun
Solaris (SPARC) 2.4. Therefore, you cannot use the Web Fax Client to connect to
fax servers running on these platforms.).

VSI-FAX GETTING STARTED MANUAL 5

MMC Fax Server Administration
SUPPORTED PLATFORMS AND EQUIPMENT

MMC Fax Server Administration

These are the detailed system requirements for installing and using the VSI MMC Fax Server
Administration application.

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Microsoft Windows NT Workstation and Server 4.0 (Service Pack 4 required; Service pack 5,
6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 or 2

optional).

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium II 300 MHz Pentium III 450 MHz or

higher

RAM 64 MB 128 MB

Hard Disk Space 5 MB permanent disk space plus N/A

10 MB additional temporary space
required during installation.

Network Interface Card 10baseT or higher, configured with N/A

latest drivers for your platform.

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity As provided by your platform. N/A

VSI-FAX Server1 4.0.2 4.1.1

Microsoft Internet Explorer2 5.0 5.5 or 6.0

Microsoft Management 1.1, 1.2 1.2

Console (MMC)

Notes

1 Any VSI-FAX Servers you want to remotely administer must be properly installed, configured
and accessible via a network connection.

2 Microsoft Internet Explorer is automatically installed with all versions of Windows 2000.

6 VSI-FAX GETTING STARTED MANUAL

 Outlook Fax Client
SUPPORTED PLATFORMS AND EQUIPMENT

Outlook Fax Client

These are the detailed system requirements for installing and using the VSI Outlook Fax Client.

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Microsoft Windows ME, 98, 95

Microsoft Windows NT Workstation and Server 4.0 (Service Pack 4 required; Service pack 5,
6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 optional).

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium 100 MHz Pentium II 266 MHz or higher

RAM 32 MB 64 - 128 MB

Hard Disk Space 10 MB permanent disk space plus N/A

8 MB additional temporary space
required during installation.
Network Interface Card 10baseT or higher, configured with N/A
latest drivers for your platform.

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity As provided by your platform. N/A

VSI-FAX Server1 4.0.2 4.1

Microsoft Outlook2 97, 98, 2000 98 or 2000

Notes

1 A VSI-FAX Server must be properly installed, configured and accessible via a network
connection.

2 The VSI Outlook Fax Client is best used with Outlook in “Corporate or Workgroup” mode in
conjunction with a Microsoft Exchange Server. This configuration provides access to the fax
message form published on the Microsoft Exchange Server.
While you can use the VSI Outlook Fax Client with Outlook in standalone “Internet E-mail
Only” mode, you will have to manually enter your fax recipient information using MAPI syntax
each time you send a fax. Refer to the Outlook Fax Client online help for additional information
about various ways to send faxes using the VSI Outlook Fax Client.

VSI-FAX GETTING STARTED MANUAL 7

Universal Fax Client
SUPPORTED PLATFORMS AND EQUIPMENT

Universal Fax Client

These are the detailed system requirements for installing and using the VSI Universal Fax Client.

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Caldera Systems Open Linux 3.1, 2.4, 2.3, 2.2.5, 2.2

Caldera Systems Open UNIX 8

Compaq Tru64 Unix (Alpha) 5.1, 4.0E

Hewlett-Packard HP-UX 11.0, 10.20

IBM AIX (RS6000 & PowerPC) 4.3.3, 4.3.2

Microsoft Windows ME, 98, 95

Microsoft Windows NT 4.0 Server or Workstation (Service Pack 4 required; Service

Pack 5, 6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1

optional).

Red Hat Linux 7.1, 7.0, 6.2, 6.1, 6.0

SCO OpenServer 5 Enterprise 5.0.6, 5.0.5

SCO UnixWare 7.1.1

Sun Solaris (Intel) 8, 7

Sun Solaris (SPARC) 8, 7, 2.6

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium 100 MHz or comparable Pentium II 266 MHz or higher

RISC processor appropriate to
your operating system.

RAM 32 MB 64 - 128 MB

Hard Disk Space 8 MB permanent disk space plus 8 N/A

MB additional temporary space
required during installation.

Network Interface Card 10baseT or higher, configured with N/A

latest drivers for your platform.

8 VSI-FAX GETTING STARTED MANUAL

 Web Fax Client
SUPPORTED PLATFORMS AND EQUIPMENT

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity As provided by your platform. N/A

Java Runtime Environment (JRE) 1.2.x or higher.1 Latest version available for
your operating system.1

VSI-FAX Server 4.1 4.1.3

Notes

1 The Universal Fax Client requires a Java 2 or higher runtime environment (JRE 1.2.x or higher).
Esker strongly recommends using the latest available version for your operating system. Consult
your operating system vendor for additional information.
TIP: Compiled Java Runtime Environments (JREs) for mainstream operating systems (e.g.,
Solaris, Linux, Windows) are available free from the Sun Microsystems Java web site
(java.sun.com). Source code is also provided for compiling a JRE on other operating systems.

Web Fax Client

These are the detailed system requirements for installing and using the VSI Web Fax Client.

IMPORTANT: In order to use the VSI Web Fax Client, you must first install the
VSI-FAX integrated web server (page 57).

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Microsoft Windows ME, 98, 95

Microsoft Windows NT Workstation and Server 4.0 (Service Pack 4 required; Service pack 5,
6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 optional).

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium 100 MHz Pentium II 266 MHz or higher

RAM 32 MB 64 - 128 MB

VSI-FAX GETTING STARTED MANUAL 9

Web Fax Client
SUPPORTED PLATFORMS AND EQUIPMENT

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

Hard Disk Space 10 MB permanent disk space plus N/A

8 MB additional temporary space
required during installation.

Network Interface Card 10baseT or higher, configured with N/A

latest drivers for your platform.

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity As provided by your platform. N/A

VSI-FAX Server1 4.0.2 4.1

VSI-FAX Web Server 4.1.3 4.1.3

Microsoft Internet Explorer2 4.x and higher 5.x or higher

Notes

1 A VSI-FAX Server must be properly installed, configured and accessible via a network
connection.

2 The VSI Web Fax Client only works reliably with Microsoft Internet Explorer; other browsers
are not certified for use with VSI-FAX and are not supported.

10 VSI-FAX GETTING STARTED MANUAL

 CoverMaker
SUPPORTED PLATFORMS AND EQUIPMENT

CoverMaker
These are the detailed system requirements for installing and using VSI CoverMaker.

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Microsoft Windows ME, 98, 95

Microsoft Windows NT Workstation and Server 4.0 (Service Pack 4 required; Service pack 5,
6 or 6a optional).

Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 optional).

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium 100 MHz Pentium II 266 MHz or higher

RAM 16 MB 32 - 128 MB

Hard Disk Space 3 MB N/A

Network Interface Card 1 10baseT or higher, configured with N/A

latest drivers for your platform.

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity1 As provided by your platform. N/A

VSI-FAX Server1 4.0.2 4.1.1

Notes

1 A properly installed and configured VSI-FAX Server must be accessible via a network
connection in order to save your fax cover pages on the fax server so that they can be used for
faxing. However, you can use CoverMaker on a standalone (i.e., un-networked) computer while
designing your cover pages.

VSI-FAX GETTING STARTED MANUAL 11

Software Development Kit (SDK)
SUPPORTED PLATFORMS AND EQUIPMENT

Software Development Kit (SDK)

These are the detailed system requirements for installing and using VSI Software Development Kit
(SDK).

SUPPORTED PLATFORMS OPERATING SYSTEM VERSION(S)

Microsoft Windows ME, 98, 95

Microsoft Windows NT Workstation and Server 4.0 (Service Pack 4 required; Service pack 5,
6 or 6a optional).
Microsoft Windows 2000 Professional, Server, Advanced Server (Service Pack 1 optional).

HARDWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

CPU Pentium 100 MHz Pentium II 266 MHz or higher

RAM 32 MB 64 - 128 MB
Hard Disk Space 43 MB 50 MB

Network Interface Card 1 N/A 10baseT or higher, configured

with latest drivers for your
platform

SOFTWARE REQUIREMENTS REQUIRED MINIMUM RECOMMENDED

TCP/IP Connectivity1 N/A As provided by your platform

VSI-FAX Server1 N/A 4.0.2 or higher

Development Environment Microsoft Visual Basic 6.0 or N/A

Visual C++ 6.0

Notes

1 Connection to a VSI-FAX Server is not required but is useful for testing and debugging your
applications.

12 VSI-FAX GETTING STARTED MANUAL

 Windows Terminal Server Support
SUPPORTED PLATFORMS AND EQUIPMENT

Windows Terminal Server Support

The Outlook and Web Fax Clients Fully support the following Microsoft Windows Terminal Server
environments.
• Microsoft Windows NT Server, Terminal Server Edition, Version 4.0 (with Service Pack 3 or
higher)
• Microsoft Windows 2000 Server or Advanced Server with Terminal Services enabled

Citrix VSI-FAX also supports the Citrix MetaFrame enhancement for the Windows NT 4.0
MetaFrame and Windows 2000 platforms.
NOTE: The Outlook and Web Fax Clients are not supported on Windows NT
3.5.1. Therefore, Citrix WinFrame, which only runs on Windows NT 3.5.1, is also
not supported.

TIP: Before deploying VSI-FAX in a Windows Terminal Server environment,

read this article in the Microsoft Knowledge Base:
http://www.microsoft.com/office/ork/2000/two/30t3_2.htm
It contains valuable information about setting up and configuring your Microsoft
Office 2000 applications for a Windows Terminal Server environment.

Requirements
To successfully install the Outlook or Web FAX clients in a Terminal Server environment, you must:
• Log in and run the installation program directly from the Terminal Server machine with local
Administrator privileges
• Each Terminal Server user must have a unique path name defined for the Terminal Server Home
Directory
• Launch the fax client installation program in Install Mode (page 14)
If you are using the Outlook Fax Client, you must also:
• Install Outlook 97, 98 or 2000 in Corporate or Workgroup configuration (if using Outlook 98/2000)
• Ensure that no Terminal Server clients are running Outlook
If your Outlook users connect to an Exchange Server, have the Exchange service added to the default
mail profile for the Administrator account and each Terminal Server client user.
If your Outlook users connect to an Exchange server using Outlook 98/2000 and you want to use the
custom Fax Message Form, the Terminal Server Administrator must be granted publishing rights to the
Exchange server Organizational Forms Library specified in the default mail profile.

VSI-FAX GETTING STARTED MANUAL 13

Windows Terminal Server Support
SUPPORTED PLATFORMS AND EQUIPMENT

Install Mode
In a Microsoft Terminal Server environment, any application accessed by multiple users must be
installed using a special “install” mode. Just inserting the CD-ROM into the drive and letting the
autorun utility launch the installation program will not work. There are two ways to launch an
installation program in install mode:
• Control Panel
• Command line

Control Panel
This is a general procedure for installing any application in a Windows Terminal Server environment
from the Windows control panel.
1. Choose Start > Settings > Control Panel > Add/Remove Programs.
The Add/Remove Properties dialog box appears.
2. Click Install.
This automatically places the system in install mode.
3. Follow the on screen instructions.
4. Complete.

Command Line
This is a general procedure for installing any application in a Windows Terminal Server environment
from the command line.
1. Open a DOS Window.
2. Enter the following command and press ENTER:
change user /install
3. Load the application CD-ROM into your CD-ROM drive.
4. If the installation program does not start automatically, run setup.exe (typically located in the
root directory of the application CD-ROM).
5. Install the application as you normally would in a non-Terminal Server environment.
6. Following successful installation, enter the following command and press ENTER:
change user /execute
7. Close the DOS window.
8. Complete.

14 VSI-FAX GETTING STARTED MANUAL

 Brooktrout Fax Boards
SUPPORTED PLATFORMS AND EQUIPMENT

Recommended Fax Boards and Modems

In order to get maximum performance and reliability from your fax server, Esker recommends fax
boards and modems from these manufacturers:
• Brooktrout Technology (www.brooktrout.com)
• Digi International (www.digi.com)
• Multi-Tech (www.multitech.com)
• Perle Systems, formerly Chase Research (www.perle.com)
• ZyXEL Communications (www.zyxel.com)

NOTE: The Esker web site always provides the most current fax device
compatibility information. Point your browser to www.its.esker.fr for additional
information.

Brooktrout Fax Boards

Brooktrout intelligent fax boards offer unsurpassed performance and reliability and are available direct
from Esker. However, these fax boards are only supported on Microsoft Windows 2000 and Windows
NT fax server platforms.
Brooktrout Technology provides detailed technical information about their fax boards at their web site:
http://www.brooktrout.com
This web site also presents excellent information about the advantages of fax boards over fax modems,
the relative merits of analog and digital fax boards, as well as guidelines and recommendations for
ordering various telephony services (e.g., T1, DID) for use with your networked fax solution.

Verifying Proper Fax Board Operation

It is extremely important that you install your fax board and verify that it works at the hardware level
before installing the VSI-FAX Server software. A good way to ensure basic fax board operation is to
use the Brooktrout diagnostics software to send a test fax before any other fax software is installed.
Refer to the documentation included with your fax board for additional information about installing and
using Brooktrout diagnostic software.

IMPORTANT: After verifying proper fax board operation, you must uninstall
the Brooktrout diagnostics software and the associated virtual test devices before
you can proceed with the fax server installation.

VSI-FAX GETTING STARTED MANUAL 15

Serial Port Expanders
SUPPORTED PLATFORMS AND EQUIPMENT

Uninstalling Brooktrout Diagnostic Software

Uninstalling the Brooktrout diagnostics software is somewhat complicated by the fact that the
Brooktrout uninstall program will remove an important configuration file (faxinit.cfg) from your
system. Therefore, Esker strongly recommends that you uninstall your Brooktrout diagnostics software
using this procedure:
1. Start Windows Explorer and browse to the Brooktrout driver directory. The default location is
C:\WINNT\bfax.
2. Copy faxinit.cfg to a safe location (e.g., your Desktop).
3. Open an MS-DOS window and enter:
ntinstal -r
The Brooktrout diagnostic software and virtual test devices are removed from your system.
4. Close the MS-DOS Window.
5. Switch to NT Explorer and move faxinit.cfg from your Desktop to the Brooktrout driver
directory (default location is C:\WINNT\bfax).
6. Complete.

Serial Port Expanders

The VSI-FAX class 2/2.0 fax interface module (C2 FIM) will work reliably with serial ports that
provide full modem control. The following port expanders have been functionally tested with
VSI-FAX. However, while the manufacturer may provide device drivers for various operating systems,
not all operating systems have been tested by Esker.

MANUFACTURER MODEL OS DRIVER SUPPORT

Comtrol RocketPort Linux, NT, SCO

Computone IntelliPort II EX NT, SCO, UnixWare

Digi International SCSI Terminal Server AIX, Digital Unix, HP-UX, NT, SCO, Solaris
(Central Data)

Digi International AccelePort Xem AIX, DG/UX, Digital Unix, HP-UX, Linux,
NCR MPRAS, SCO, Solaris, Unixware

Digi International AccelePort Xe DG/UX, Linux, NCR MPRAS, SCO, Solaris,

UnixWare
Equinox SST-8P Linux, NT, SCO, Solaris X86, UnixWare

Multi-Tech Systems ISI552PC Operating system independent

16 VSI-FAX GETTING STARTED MANUAL

 Ethernet Terminal Servers
SUPPORTED PLATFORMS AND EQUIPMENT

MANUFACTURER MODEL OS DRIVER SUPPORT

Multi-Tech Systems ISI4608 Linux, NT, SCO

Stallion EasyIO NT, Linux, SCO, Solaris X86, UnixWare

Ethernet Terminal Servers

While some Esker customers have had success using Ethernet terminal servers, Esker does not
recommend this practice nor do we support it in any way. Fax modems should always be connected to
local serial ports. If you want to use more modems than can be connected to open serial ports on your
system, use a local serial port expander.

VSI-FAX GETTING STARTED MANUAL 17

BEFORE YOU INSTALL
Esker strongly recommends that you prepare for product installation by reviewing this chapter before
installing any VSI-FAX product.

Product Registration
Prior to installing the server you must obtain a license serial number and activation key. You cannot
install VSI-FAX without it. Go to www.esker.com and follow the links to the registration page. You will
be given a serial number and activation key, which will be used during installation.

Fax Server Requirements

The target host machine must be a supported Windows NT/2000, Unix or Linux platform. Go to the
Knowledge Base at www.its.esker.fr for a list of supported platforms and detailed system requirements.
TCP/IP must be running on the target host machine and a network card must be installed.
At least one supported fax device (e.g., modem or fax board) must be installed and configured on the
host machine. Point your web browser to www:its.esker.fr for a list of supported fax modems and fax
boards.
The machine you are installing from must have access to a local or networked CD-ROM drive and, if
necessary, you must know how to mount it.
You must have a multi-page TIFF viewer installed on your system in order to view faxes received on
the server. Wang Imaging for Windows is provided on the Windows installation CD-ROM. Similar
programs are available for Unix and Linux platforms.

VSI-FAX GETTING STARTED MANUAL 19

Installation Considerations
BEFORE YOU INSTALL

Installation Considerations
This topic discusses various environment considerations and requirements necessary for successful
VSI-FAX installation. It is intended to be a very high level overview of these considerations. We
strongly suggest that you read the additional information for each consideration if you have any
uncertainty about your ability to fulfill these conditions during installation.

Supported Platforms/System Requirements

Verify that the machine you intend to use as a fax server is one of the platforms supported by VSI-FAX
and that all of the hardware and third-party software required to run VSI-FAX is installed.
Go to http://www.esker.com/support for system requirements and supported platforms.

Networking/TCP/IP
A functioning network card must be installed and configured for TCP/IP. Your system administrator
should be able to determine if TCP/IP is properly configured.
Refer to your operating system documentation for TCP/IP troubleshooting information.

Port 2996 Availability (Unix/Linux Only)

VSI-FAX uses TCP port 2996 to communication among various fax clients and the fax server. You must
ensure that no other application or device is using this port.
Refer to your operating system documentation for port assignment information.

Serial Port Assignments

VSI-FAX communicates with your various fax devices (modems or fax boards) via serial ports on your
system. You should know the name and physical location of the serial ports you are going to use to
install your fax devices. Serial port names are usually found in the /dev directory on Unix and Linux
systems.
Go to the Knowledge Base at http://www.esker.com/support for detailed information about serial port
compatibility.

CD-ROM
Because VSI-FAX is supplied on CD-ROM media, you must know the Unix or Linux mount command
required to mount the CD-ROM drive or know how to use Windows Explorer to gain access to the files
on the CD-ROM.
Your system administrator knows how your CD drive has been mounted. Refer to Appendix A – Sample
Unix and Linux Mount Commands (page 67).

20 VSI-FAX GETTING STARTED MANUAL

 Installation Considerations
BEFORE YOU INSTALL

Modems and Fax Boards

The VSI-FAX supports most class 2 and class 2.0 modems. Esker also supports most TR114 Brooktrout
fax boards on the Windows NT/2000 platform only.
Go to http://www:esker.com/support or refer to Supported Platforms and Equipment (page 3) for a
current list of supported fax boards and modems.

Modem Cabling
Using the proper modem cabling is critical - your modem will not operate properly if you use the wrong
modem cable.
Go to the Knowledge Base at http://www:esker.com/support for detailed information about modem
cabling.

Dialing Requirements/ Dial Codes

Your location may have specific dialing needs for local and long distance calls.
Refer to your VSI-FAX Server Administration Manual for specific information about dialing
requirements and dial codes.

VSI-FAX GETTING STARTED MANUAL 21

Annotated Fax Server Information Form
BEFORE YOU INSTALL

Annotated Fax Server Information Form

This server information form is annotated with detailed descriptions of the information required for a
successful fax server installation. Esker strongly suggests that you photocopy the blank Appendix B –
Fax Server Information Form (page 69), fill it out and have it nearby when you install the fax server.
Furthermore, if you require technical support to resolve an installation problem, you may be asked to
supply this information to our technical support staff.

Licensing Information
Serial numbers and activation keys are required before beginning installation. Refer to Product
Registration (page 19) for additional information.

INFORMATION DESCRIPTION

Fax Server Serial Number Fax server serial number. When client licenses are purchased as
part of a fax server package, this is also the client serial number.

Fax Server Activation Key Activation key for your fax server.

Maintenance Activation Key Activation key for your maintenance license.

Cover Page Information

This company information appears on your fax cover pages.

INFORMATION DESCRIPTION

Company Name Your company name as you want it to appear on your cover pages.

Address 1 First line of your company address.

Address 2 Second line of your company address.

Address 3 Third line of your company address. In the US, this is typically the
city, state and zip code.

Country Your country as you want it to appear on your cover pages.

Voice phone Your voice telephone number as you want it to appear on your
cover pages.

FAX phone Your fax telephone number as you want it to appear on your cover
pages.

Email Your internet email address as you want it to appear on your cover
pages.

22 VSI-FAX GETTING STARTED MANUAL

 Annotated Fax Server Information Form
BEFORE YOU INSTALL

Dialing Properties
This information is used to set up local dialing and station identification information. Some of this
information appears on your sent fax headers.

INFORMATION DESCRIPTION

Country Code Your country code. This used to dial international fax numbers. In
the US, this is typically “1”.

Long Distance Access # Number you enter to dial long distance telephone numbers. In the
US, this is typically “1”.

Area Code Your local telephone area code.

Local Number Length Number of digits in a local phone number. In the US, this is
typically “7”.
Local number length is used to determine whether the number
being dialed is local or long distance.

Dial Prefix Number you enter to access an outside telephone line. In the US,
this is typically “9”.

Dial Suffix This is typically an internal accounting code used for billing long
distance telephone usage to the proper department or cost center.

Called Subscriber ID (CSI) This is typically your outgoing fax number and company name.
This string can be a maximum of 20 characters long. For best
compatibility, restrict your CSI string to numerals, plus signs and
spaces.

Transmitting Station ID (TSI) This is typically your outgoing fax number. This string can be a
maximum of 20 characters long. For best compatibility, restrict
your TSI string to numerals, plus signs and spaces.
The TSI string is used to negotiate with other fax devices and
normally appears in the fax header at the top of each faxed page.
Because the TSI will appear on the header even if the rest of the
fax doesn't get sent, it is an especially good practice to make the
TSI string your fax number. That way, people can fax you back in
the event of problems.
IMPORTANT: Recent telecommunications laws in some
countries (e.g., U.S.) now require that your TSI appear on any
unsolicited fax transmission.

VSI-FAX GETTING STARTED MANUAL 23

Annotated Fax Server Information Form
BEFORE YOU INSTALL

Internet Email Servers

Internet email services are used to send faxes directly from email clients and implement DirectFax
routing of received faxes to users’ email inboxes.
IMPORTANT: When setting up your POP3 fax routing email account, do not use an email
account that receives normal email. The fax server will try to process all received email on this
account as an inbound fax. This can cause drastically degraded fax routing performance or
unexpected application behavior. Furthermore, the fax server will remove email messages from this
inbox. For these reasons, Esker strongly suggests setting up email user autofax for your POP3 fax
routing and ensuring that email user autofax is left off distribution lists at your company.

INFORMATION DESCRIPTION

SMTP Server Name Fully qualified domain name or IP address of an outbound internet
mail server. VSI-FAX uses this server to provide fax transmission
notification to network clients and to send faxes as email
attachments.

SMTP From Name Default SMTP mailbox used to distribute fax transmissions.
Default is user vsifax.

POP3 Server Name Fully qualified domain name or IP address of an inbound internet
mail server. VSI-FAX uses this server to route received faxes to
users’ email inboxes.

POP3 User Name POP3 user account for fax routing. Default is user autofax.
POP3 Password Password for the POP3 user account.

Fax Device Properties

This information is used to configure supported fax modems for use with VSI-FAX.

INFORMATION DESCRIPTION

Device Name Short name for this device.

Description Short descriptive name for this device.

Serial Port Serial port this device will use to communicate with VSI-FAX.

Device Type Either fax modem or Brooktrout fax board.

24 VSI-FAX GETTING STARTED MANUAL

 Annotated Fax Server Information Form
BEFORE YOU INSTALL

Final Checks
QUESTION DESCRIPTION

Have you stopped all existing The answer must be ‘yes’ in order for VSI-FAX to install and
processes running on serial operate correctly.
ports that you will be
connecting your fax devices
to?

Is port 2996 dedicated to VSI- The answer must be ‘yes’ in order for VSI-FAX to install and
FAX? operate correctly. This is not applicable to Windows NT/2000.

VSI-FAX GETTING STARTED MANUAL 25

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/
NT
This chapter describes how to install a VSI-FAX server on a supported Windows platform (page 4).

IMPORTANT: If you will be using a Brooktrout fax board with your Windows
NT/2000 fax server, you must install your fax board, verify proper fax board
operation (page 15) and uninstall the Brooktrout diagnostic software (page 16)
prior to installing the VSI-FAX server.

TIP: Use your completed Appendix B – Fax Server Information Form (page 69)
to provide the information required during this installation.

1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.

2. If the installation program does not start automatically, run setup.exe located in the root
directory of your Esker product CD-ROM.
The VSI-FAX Product Installation screen appears.
3. Choose VSI-FAX Server.
The VSI-FAX Server Welcome screen appears.
4. Click Next to proceed with the installation.
The Software License Agreement appears.
5. Click Yes to agree to the conditions in the license agreement and continue with VSI-FAX server
installation or click No to exit the installation.
If an existing VSI-FAX server is running, you will be advised that this fax server must be shut
down before you can proceed with the installation.

VSI-FAX GETTING STARTED MANUAL 27

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

6. Click Next to proceed with the installation.

Choose Destination Location

The Choose Destination Location screen provides an opportunity to review decide where the
program files will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
VSI-FAX Server program files. If you want to install the VSI-FAX Server in
another directory, click Browse and follow the on-screen instructions.

7. Click Next to proceed with the installation.

28 VSI-FAX GETTING STARTED MANUAL

 INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

Select VSI-FAX Components

Before you can proceed any further with the installation, you must select which VSI-FAX
components you want to install.

The Fax Server and Virtual Fax Server selections are mutually exclusive - you never need to install
both on the same machine. This is because a virtual fax server is essentially a normal fax server that
does not have any fax devices connected to it (it is primarily used to integrate VSI-FAX with other
business applications). Refer to your VSI-FAX Integration Manual for additional information about
virtual fax servers.
You only need to install the Brooktrout Fax Board Drivers if you will be using a Brooktrout fax
board with your system.
8. Do one of the following:

IF DO THIS

You are installing a fax server with one Select both the VSI Network Fax Server and
or more fax boards. Brooktrout Fax Board Drivers options.
You are installing a fax server with fax Select only the VSI Network Fax Server option.
modems only (no fax boards).

You are installing a virtual fax server. Select only the Virtual Fax Server option.

TIP: The installation program suggests a default destination directory for the
VSI-FAX program files. If you want to install VSI-FAX in another directory,
click Browse and follow the on-screen instructions.

VSI-FAX GETTING STARTED MANUAL 29

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

9. Click Next to proceed with the installation.

Brooktrout Fax Board Drivers Installation

If you did not select the Brooktrout Fax Board Drivers option, go to Start Copying Files (page
30).
If you selected the Brooktrout Fax Board Drivers option, the fax board drivers will be installed
before proceeding with the VSI-FAX server installation. This is a separate DOS-based installation
program called from within the overall VSI-FAX installation procedure. Follow the on-screen
instructions. The information you will be asked to input is the same information you supplied when
you installed the Brooktrout diagnostic software (page 15).

TIP: In most cases, we strongly recommend that you accept the default settings
shown in square brackets.

Near the end of the Brooktrout installation program, this message appears:
Enter cmd line args for faxinit. Be sure to use full pathnames for
any files not residing in C:\WINNT\bfax [none]:

IMPORTANT: If you are installing a PCI Brooktrout fax board, you must enter
-n at this "cmd line args" prompt.

Start Copying Files

The Start Copying Files screen provides a final opportunity to review which VSI-FAX components
you will be installing and where the program files will be placed on your hard drive.

30 VSI-FAX GETTING STARTED MANUAL

 INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

10. Click Next to proceed with the installation.

VSI-FAX Server License

The VSI-FAX Server License screen is only displayed for new fax server installations.

Upgrade installation already have a valid serial number and activation key that the install program
can read. If this is an upgrade installation, go to VSI-FAX Maintenance License (page 32).
11. Enter the serial number and activation key you received when you registered your product (page
19).
12. Click Next to proceed with the installation.

VSI-FAX GETTING STARTED MANUAL 31

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

VSI-FAX Maintenance License

If you are participating in a current Premium Care or End User maintenance program, you should
enter your maintenance license information in this screen:

If this is an upgrade installation from a previous version of VSI-FAX, you must enter your
maintenance license information in order to proceed with the installation.
13. Enter you maintenance activation key in the Key field.
14. Click Next to shut down the existing fax server and proceed with the installation.
The program files are copied to the fax server local hard drive. This may take several minutes.

Cover Page Information

The Cover Page Information screen is where you enter information about your company that will
typically appear on every fax cover page.

32 VSI-FAX GETTING STARTED MANUAL

 INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

Users can change this information when they send a fax or create other cover pages that show
different information. However, in most cases this is the information you want your fax recipients
to see most of the time.
15. Enter your company information (i.e., name, address, voice telephone number and fax number).
16. Enter the fax administration email address in the Email address field.

TIP: In most cases, you should dedicate a separate email account on your
company mail server for fax administration.

17. Click Next to accept your cover page information proceed with the installation.
The default system cover pages are updated with your information. This may take several minutes.

Dialing Properties
Dialing Properties control how the fax server access your telephone lines and how the fax server
will identify itself to fax machines.

Country Code Your country code. This used to dial international fax numbers. In the US,
this is typically “1”.
Long Distance Number you enter to dial long distance telephone numbers. In the US, this is
Access # typically “1”.
Area Code Your local telephone area code.

VSI-FAX GETTING STARTED MANUAL 33

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

Local # Length Number of digits in a local phone number. In the US, this is typically “7”.
Local number length is used to determine whether the number being dialed
is local or long distance.
Dial Prefix Number you enter to access an outside telephone line. In the US, this is
typically “9”.
Dial Suffix This is typically an internal accounting code used for billing long distance
telephone usage to the proper department or cost center.
CSI String Called Subscriber ID. This is typically your outgoing fax number and
company name. This string can be a maximum of 20 characters long. For
best compatibility, restrict your CSI string to numerals, plus signs and
spaces.
TSI String Transmitting Station ID. This is typically your outgoing fax number. This
string can be a maximum of 20 characters long. For best compatibility,
restrict your TSI string to numerals, plus signs and spaces.
The TSI string is used to negotiate with other fax devices and normally
appears in the fax header at the top of each faxed page. Because the TSI will
appear on the header even if the rest of the fax doesn't get sent, it is an
especially good practice to make the TSI string your fax number. That way,
people can fax you back in the event of problems.
IMPORTANT: Recent telecommunications laws in some countries (e.g.,
U.S.) now require that your TSI appear on any unsolicited fax
transmission.

18. Enter your country code, long distance access number, area code, local number length, dial prefix
and dial suffix as required.
19. Enter your Called Subscriber ID and Transmitting Station ID strings.
20. Click Next to accept your dialing properties and proceed with the installation.

34 VSI-FAX GETTING STARTED MANUAL

 INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

Internet Mail Servers

Internet email services are used to send faxes directly from email clients and implement DirectFax
routing of received faxes to users’ email inboxes.

The SMTP and POP3 user accounts must be setup outside the VSI-FAX installation program (the
VSI-FAX installation program cannot create user accounts on your mail servers). While it is best to
set these accounts up prior to installing VSI-FAX, you can set them up afterward.

SMTP Server Name Fully qualified domain name or IP address of an outbound internet mail
server. VSI-FAX uses this server to provide fax transmission
notification to network clients and to send faxes as email attachments.
SMTP From-Name Default SMTP mailbox used to distribute fax transmissions. Default is
user vsifax.
POP3 Server Name Fully qualified domain name or IP address of an inbound internet mail
server. VSI-FAX uses this server to route received faxes to users’ email
inboxes.
POP3 User Name POP3 user account for fax routing.
POP3 Password Password for the POP3 user account.

21. Enter your outbound (SMTP) email server name and user account.

VSI-FAX GETTING STARTED MANUAL 35

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

IMPORTANT: When setting up your POP3 fax routing email account, do not
use an email account that receives normal email. The fax server will try to
process all received email on this account as an inbound fax. This can cause
drastically degraded fax routing performance or unexpected application
behavior. Furthermore, the fax server will remove email messages from this
inbox. For these reasons, Esker strongly suggests setting up email user autofax
for your POP3 fax routing and ensuring that email user autofax is left off
distribution lists at your company.

22. Enter your inbound (POP3) email server name, user account and password.
23. Click Next to accept your internet email settings and proceed with the installation.
The VSI-FAX databases are created. This may take several minutes.

Add A Fax Device

This screen is used to define a fax device (i.e., modem or fax board) you can use to send and
receive faxes.

TIP: If you want to test or evaluate VSI-FAX in loopback mode, you can skip
this part of the installation and add your fax devices later using the vfxadmin
command or the MMC Fax Administration snap-in.

24. Enter your device name and a short description. Skip this step to accept the defaults supplied by the
installation program.
25. Enter a serial port to use with this fax device. Skip this step to accept the defaults supplied by the
installation program.

36 VSI-FAX GETTING STARTED MANUAL

 INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

26. Select the appropriate device type (Fax/Modem or Brooktrout Fax Board).
27. Click Add to add this fax device and proceed with the installation.
The following message appears:
Do you wish to add another Fax Device?
28. Do one of the following:

IF DO THIS

You want to add another fax Click Yes, then repeat steps 23 thru 27
device until all fax devices are added

You are done adding fax devices. Click No.

Your fax devices are added and fax queues are created for them. The fax printer driver is also
installed.
29. Click Next to proceed with the installation.

Setup Complete
Congratulations. You have successfully installed VSI-FAX.

TIP: We strongly suggest that you do start the VSI-FAX service. Otherwise, you
will need to manually start the fax scheduler before you can test the fax server
(page 41).

30. Click Finish.

VSI-FAX GETTING STARTED MANUAL 37

INSTALLING VSI-FAX SERVER ON WINDOWS 2000/NT

The Acrobat Reader

Following successful fax server installation, the following message may appear:
You must install the Adobe Acrobat Reader to be able to fax PDF
files. Do you want to install the Adobe Acrobat Reader now?
This message only appears if the VSI-FAX installation procedure could not detect the Adobe
Acrobat Reader on your system. In addition to enabling faxing of PDF documents, the Acrobat
Reader is required in order to view online versions of the VSI-FAX printed manuals.
31. Click Yes.
The Adobe Acrobat install procedure guides you thru the Acrobat installation process.
32. Complete.

38 VSI-FAX GETTING STARTED MANUAL

INSTALLING VSI-FAX SERVER ON UNIX/LINUX
This chapter describes how to install a VSI-FAX server on a supported Unix or Linux platform (page 4).

TIP: Use your completed Appendix B – Fax Server Information Form (page 69)
to provide the information required during this installation.

1. Log in as root.
2. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
3. Mount the CD-ROM drive.

TIP: Refer to Appendix A – Sample Unix and Linux Mount Commands (page 67)
for additional information.

4. Change directory to the CD-ROM mount point by entering:

cd /cdrom
5. Run the installation program by entering:
./install.sh
The installation program will guide you through the remainder of the fax server installation.
Follow the on-screen instructions.

TIP: The installation program will ask if you want to start the fax scheduler. We
strongly suggest that you do start the fax scheduler. Otherwise, you will need to
manually start the fax scheduler before you can test the fax server (page 41).

6. Complete.
VSI-FAX GETTING STARTED MANUAL 39
TESTING THE FAX SERVER
Immediately after installing the fax server, it is important to verify proper fax server operation by
sending a simple test fax via the vfx command line. You can send this test fax using the loopback
feature or you can send it to any fax machine you have access to.

Sending a Test Fax Using the Loopback Feature

Sending a test fax using the loopback feature eliminates potential outside problems (e.g., phone lines,
modems, etc) that could cause a fax transmission failure.
You need a small text file you can use as a test fax. Any text file will do.
1. Open a command shell on your computer.
2. Verify that the fax server is running by entering:
vfxstat -t -c 2
Server status information is displayed. The display will be continually refreshed every two seconds.
3. Open another command shell on your computer.
4. Send your test fax by entering:
vfx -n <fax_number> -d lb <my_file.txt>
For example, to fax a test file called MyFile.txt to (800) 123-4567 using the loopback feature,
you would enter:
vfx -n 8001234567 -d lb MyFile.txt
The test fax is sent to the loopback device queue.
5. Switch to the status command shell.
You can track the status of your test fax as the display is continually updated.

VSI-FAX GETTING STARTED MANUAL 41

Sending a Test Fax to a Fax Machine
TESTING THE FAX SERVER

6. Write down the request ID of your test fax.

After your test fax is successfully sent, it is routed to your received fax inbox. You can open and
view this file with the multi-page TIFF viewer on your computer to verify that the fax was sent
correctly.
7. Launch your multi-page TIFF viewer.
8. Open the <request_ID>.tif file located in the fax server faxq/vsifax directory.
Where <request_ID> corresponds to the test fax request ID you wrote down.
Your test fax is displayed in your multi-page TIFF viewer.
9. Complete.

Sending a Test Fax to a Fax Machine

You need a valid fax number for a fax machine in your area. You also need a small text file you can use
as a test fax. Any text file will do.
1. Open a command shell on your computer.
2. Verify that the fax server is running by entering:
vfxstat -t -c 2
Server status information is displayed. The display will be continually refreshed every two seconds.
3. Open another command shell on your computer.
4. Send your test fax by entering:
vfx -n <fax_number> <my_file.txt>
For example, to fax a test file called <my_file.txt> to (800) 123-4567, you would enter:
vfx -n 8001234567 <my_file.txt>
The test fax is sent to the default device queue.
5. Switch to the status command shell.
You can track the status of your test fax as the display is continually updated.
Your test fax should be received by your fax machine.
6. Complete.

42 VSI-FAX GETTING STARTED MANUAL

INSTALLING MMC FAX SERVER ADMINISTRATION

IMPORTANT: Before you can use MMC fax server administration, you not
only have to install the product but you must also load the MMC fax server
administration snap-in from a Microsoft Management Console (MMC) session.
However, the last installation screen provides an option to immediately launch
the MMC fax server administration. If you leave this option set (the default
setting), the snap-in will be automatically loaded for you. Even if you decide to
immediately close MMC fax server administration, you will have the option of
saving your configuration (with the snap-in loaded) for future use. We strongly
recommend that you do this. Otherwise, you will have to manually load the snap-
in the first time you use it. Refer to the VSI MMC Fax Server Administration
Online Help for additional information about loading the snap-in from a
Microsoft Management Console (MMC) session.

1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.

2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI product CD-ROM.
The VSI-FAX Product Installation screen appears.
3. Choose VSI MMC Fax Server Administration.
The Welcome screen appears.
4. Click Next to proceed with the installation.
The Software License Agreement appears.
5. Click Yes to agree to the conditions in the license agreement and continue with MMC Fax Server
Administration installation or click No to exit the installation.

VSI-FAX GETTING STARTED MANUAL 43

INSTALLING MMC FAX SERVER ADMINISTRATION

Choose Destination Location

The Choose Destination Location screen provides an opportunity to review decide where the
program files will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
MMC Fax Server Administration program files. If you want to install the MMC
Fax Server Administration in another directory, click Browse and follow the on-
screen instructions.

6. Click Next to proceed with the installation.

44 VSI-FAX GETTING STARTED MANUAL

 INSTALLING MMC FAX SERVER ADMINISTRATION

Select Components
Because MMC fax server administration is a single self-contained component, you cannot
customize this part of the installation. However, you can use this opportunity to review where the
program files will be placed on your hard drive and change the location, by clicking Back, if you
need to.

7. Click Next to proceed with the installation.

The program files are copied to the your local hard drive. This may take several seconds.

Setup Complete
Congratulations. You have successfully installed MMC fax server administration.

VSI-FAX GETTING STARTED MANUAL 45

INSTALLING MMC FAX SERVER ADMINISTRATION

TIP: Before you can use MMC fax server administration, you not only have to
install the product but you must also load the MMC fax server administration
snap-in from a Microsoft Management Console (MMC) session. However, if you
leave the “I would like to launch VSI MMC Fax Server Administration” option
set (the default setting), the snap-in will be automatically loaded for you. Even if
you decide to immediately close MMC fax server administration, you will have
the option of saving your configuration (with the snap-in loaded) for future use.
We strongly recommend that you do this. Otherwise, you will have to manually
load the snap-in the first time you use it. Refer to the VSI MMC Fax Server
Administration Online Help for additional information about loading the snap-in
from a Microsoft Management Console (MMC) session.

8. Click Finish.
9. Complete.

46 VSI-FAX GETTING STARTED MANUAL

INSTALLING THE OUTLOOK FAX CLIENT
The VSI Outlook Fax Client requires Outlook 97, 98 or 2000 running in “Corporate or Workgroup”
mode; “Internet only” mode is not supported under any circumstances. Refer to your Outlook
documentation for information about configuring Outlook for “Corporate or Workgroup” mode.

NOTE: The reason the Outlook Fax Client will not work with Outlook in
“Internet only” mode is that our fax technology requires the full MAPI DLLs,
which are only installed when you configure Outlook for “Corporate or
Workgroup” mode.

The preferred way to use the Outlook Fax Client is to use Outlook with a Microsoft Exchange Server.
Although this is the preferred configuration, the Exchange Server is not required. However, if you run
Outlook without an Exchange Server, you will not have access to the custom fax form.

Basic Installation Procedure

1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI product CD-ROM.
3. Choose VSI Outlook Fax Client.
If an existing version of the Outlook Fax Client is detected, you will be advised that this older
version must be removed before you can proceed with the installation.
4. Click Yes to remove the old Outlook Fax Client and proceed with the installation.
The Welcome screen appears.
5. Click Next to proceed with the installation.
The Software License Agreement appears.

VSI-FAX GETTING STARTED MANUAL 47

Basic Installation Procedure
INSTALLING THE OUTLOOK FAX CLIENT

6. Click Yes to agree to the conditions in the license agreement and continue with Outlook Fax Client
installation or click No to exit the installation.

Installation Directory
The Installation Directory screen provides an opportunity to review decide where the program files
will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
Outlook Fax Client program files. If you want to install the Outlook Fax Client in
another directory, click Browse and follow the on-screen instructions.

7. Click Next to proceed with the installation.

The program files are copied to the your local hard drive. This takes several seconds.

48 VSI-FAX GETTING STARTED MANUAL

 Basic Installation Procedure
INSTALLING THE OUTLOOK FAX CLIENT

Fax Server Configuration

The Outlook Fax Client must know which fax server you want to connect to and which VSI-FAX
user account to use when you send faxes using the Outlook Fax Client.

8. Enter the name of your fax server.

9. Enter your VSI-FAX user account login name (user ID).
10. Click Next to proceed with the installation.

Fax Message Form

If you want to use the custom fax form provided with the Outlook Fax Client, you must decide
where you want to publish it. Choices are: the organizational forms library or your personal forms
library.

VSI-FAX GETTING STARTED MANUAL 49

Windows Terminal Server Installation Notes
INSTALLING THE OUTLOOK FAX CLIENT

11. Select your form publishing option (personal forms library, organizational forms library or none).
12. Click Next to proceed with the installation.
13. Complete.

TIP: You can use the Outlook Fax Client to send faxes directly from Outlook or
from another Windows application. Refer to the Outlook Fax Client Online Help
for additional information.

Windows Terminal Server Installation Notes

This topic provides critical information for successfully installing the VSI Outlook Fax Client in a
Windows Terminal Server environment.

Additional Windows Terminal Server Requirements

• Windows NT Server, Terminal Server Edition, Version 4.0 with Service Pack 4 (or higher)
• Windows 2000 Server or Windows 2000 Advanced Server with Terminal Services enabled

General Application Notes

To successfully install the VSI Outlook Fax Client in a Windows Terminal Server environment, please
note the following:
Terminal Server client users must not run or launch Outlook during the install or uninstall procedures.
Multiple mail profiles are not supported in a Terminal Server environment with the VSI Outlook Fax
Client. The installation program will only add the VSI Outlook Fax Client service to the *default*
mail profile for each user.
The Fax Message Form can only be published to the Organizational Forms Library of your Exchange
server (or not at all). Ensure that you have the appropriate publication rights before you install.
Each Terminal Server client user must have a unique path name defined for their Terminal Server
Home Directory (not to be confused with a user's Home Directory).
Ensure that your run the VSI Outlook Fax Client setup program in Install Mode (page 14) via either
the Add/Remove Programs Control Panel applet or by using the “change user /install” command at
the command prompt.
Once the software is installed, have all of your Terminal Server client users restart their sessions
before attempting to use the VSI Outlook Fax Client.

50 VSI-FAX GETTING STARTED MANUAL

 Windows Terminal Server Installation Notes
INSTALLING THE OUTLOOK FAX CLIENT

Important Caching Information

In the Windows Terminal Server environment, it is possible that some users will not see the VSI
Outlook Fax Client exchange extension the first time they log into the Terminal Server following
product installation. This is because Outlook maintains a cache of the registered Exchange extensions
and may use that cache instead of checking if any new extensions have been registered.
There are two ways to remedy this:
• Manually delete all Outlook cache files
• Force Outlook to regenerate each cache File

Method 1 - Manually Delete All Outlook Cache Files

This method is faster (especially if there are many Terminal Server users) but should only be attempted
by experienced System Administrators.
1. Ensure that Outlook is not running in any Terminal Server session.
2. Search for and delete all instances of extend.dat on the Windows Terminal Server machine.
This file is typically found in each user's Outlook data directory. It is also sometimes found in the
\WINNT directory.
The next time Outlook is started, the extend.dat file will be regenerated.
3. Complete.

Method 2 - Force Outlook to Regenerate Each Cache File

This method is safer than manually deleting the cache files. However, this must be performed by each
Terminal Server user.
1. Open Outlook.
2. Choose Tools > Options.
The Options dialog box appears.
3. Click the Other tab.
4. Click Advanced Options.
The Advanced Options dialog box appears.
5. Click Add-In Manager.
The Add-In Manager dialog box appears.
If the “VSI Outlook Fax Client” add-in does not appear in the list, proceed with the remainder of
this procedure.
6. Change your current add-in configuration by setting or unsetting any item in the add-in list.

VSI-FAX GETTING STARTED MANUAL 51

Windows Terminal Server Installation Notes
INSTALLING THE OUTLOOK FAX CLIENT

IMPORTANT: Write down what you just did in Step 6.

7. Close the Add-In Manager, Advanced Options and Options dialog boxes by successively clicking
OK in each one.
8. Close and restart Outlook.
9. Perform Steps 2 thru 5 again.
Now the “VSI Outlook Fax Client” add-in should appear in the add-in list.
10. Undo the change you made in Step 6 (i.e., restore it to the original setting).
11. Close the Add-In Manager, Advanced Options and Options dialog boxes by successively clicking
OK in each one.
12. Complete.

52 VSI-FAX GETTING STARTED MANUAL

INSTALLING THE UNIVERSAL FAX CLIENT

IMPORTANT: The Universal Fax Client requires a Java 2 or higher runtime

environment (JRE 1.2.x or higher). Furthermore, you must install the JRE before
you install the Universal Fax Client.

Esker strongly recommends using the latest available version for your operating system. Consult your
operating system vendor for additional information.

TIP: Compiled Java Runtime Environments (JREs) for mainstream operating

systems (e.g., Solaris, Linux, Windows) are available free from the Sun
Microsystems Java web site (java.sun.com). Source code is also provided for
compiling a JRE on other operating systems.

Installing a Java Runtime Environment (JRE) on

Windows Systems
Your VSI-FAX product CD provides a JRE for windows systems.
1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI-FAX product CD-ROM.
The VSI-FAX Product Installation screen appears.
3. Click Browse CD.
Windows Explorer launches into the root directory of your VSI-FAX product CD-ROM.

VSI-FAX GETTING STARTED MANUAL 53

Installing a Java Runtime Environment (JRE) on Windows Systems
INSTALLING THE UNIVERSAL FAX CLIENT

4. Navigate to the /jre/Win32 directory.

5. Double-click setupex.exe.
The Welcome screen appears.
6. Click Next to proceed with the installation.
The Software License Agreement appears.
7. Click Yes to agree to the conditions in the license agreement and continue with Universal Fax
Client installation or click Back to exit the installation.

Choose Destination Location

The Choose Destination Location screen provides an opportunity to review decide where the
program files will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
JRE program files. If you want to install the JRE in another directory, click
Browse and follow the on-screen instructions.

8. Click Next to proceed with the installation.

The program files are copied to the your local hard drive. This may take several seconds.
9. Complete.

54 VSI-FAX GETTING STARTED MANUAL

 Installing The Universal Fax Client
INSTALLING THE UNIVERSAL FAX CLIENT

Installing The Universal Fax Client

1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI-FAX product CD-ROM.
The VSI-FAX Product Installation screen appears.
3. Click Universal Fax Client.
The Welcome screen appears.
4. Click Next to proceed with the installation.
The Software License Agreement appears.
5. Click Yes to agree to the conditions in the license agreement and continue with Universal Fax
Client installation or click No to exit the installation.
The next screen provides an opportunity to review decide where the program files will be placed on
your hard drive.

TIP: The installation program suggests a default destination directory for the
Universal Fax Client program files. If you want to install the Universal Fax
Client in another directory, click Browse and follow the on-screen instructions.

VSI-FAX GETTING STARTED MANUAL 55

Installing The Universal Fax Client
INSTALLING THE UNIVERSAL FAX CLIENT

6. Click Next to proceed with the installation.

The program files are copied to the your local hard drive. This may take several seconds.
The final installation screen confirms that the Universal Fax Client was successfully installed.
7. Click Finish.
8. Complete.

56 VSI-FAX GETTING STARTED MANUAL

INSTALLING AND USING THE WEB FAX CLIENT
In order to use the VSI Web Fax Client, you must first install the VSI-FAX integrated web server (page
57).
After you have installed the VSI-FAX web server, you can immediately fax from your web browser just
by pointing it at the fax server (i.e., entering the fax server host name in your browser address field).

However, if you also want to print to fax from inside an application, you must install the web fax client
print driver (page 58).

Installing the VSI-FAX Web Server

1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI-FAX product CD-ROM.

VSI-FAX GETTING STARTED MANUAL 57

Installing the Web Fax Client Print Driver
INSTALLING AND USING THE WEB FAX CLIENT

NOTE: Unix and Linux users must install the correct web server tar file for your
operating system from your VSI-FAX product CD-ROM or the Esker support
website (www.its.esker.fr).

3. Follow the on-screen instructions.

4. Complete.

Installing the Web Fax Client Print Driver

IMPORTANT: The VSI Web Fax Client Print Driver uses a browser-based
installation and setup program.In order to install the Web Fax Client Print Driver,
a VSI-FAX 4.1 or higher fax server must be installed and running on your
network.

1. Ensure that a VSI-FAX 4.1 or higher fax server is installed and running on your network.
2. Point your web browser to:
<fax_server>.<domain>/install.html
Where <fax_server> is the network node name of the VSI-FAX 4.1 server and <domain> is
your corporate internet domain name.
The VSI-FAX Product Installs page appears.
3. Click the VSI Web Fax Client link.
The VSI Web Fax Client install page appears.
4. Click the VSI Web Fax Client Print Driver link.
The installation program will guide you thru the remainder of the installation.
These remaining steps ensure that your browser internet options are compatible with VSI-FAX.
5. Open Internet Explorer.
6. Unset the Internet Options > Advanced > Microsoft VM > Show Java Console option.
7. Complete.

58 VSI-FAX GETTING STARTED MANUAL

INSTALLING COVERMAKER
Install CoverMaker if you want to design your own custom fax cover pages.
1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI-FAX product CD-ROM.
3. Choose VSI CoverMaker.
The Welcome screen appears.
4. Click Next to proceed with the installation.
The Software License Agreement appears.
5. Click Yes to agree to the conditions in the license agreement and continue with CoverMaker
installation or click No to exit the installation.

VSI-FAX GETTING STARTED MANUAL 59

INSTALLING COVERMAKER

Choose Destination Location

The Choose Destination Location screen provides an opportunity to review decide where the
program files will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
CoverMaker program files. If you want to install CoverMaker in another
directory, click Browse and follow the on-screen instructions.

6. Click Next to proceed with the installation.

60 VSI-FAX GETTING STARTED MANUAL

 INSTALLING COVERMAKER

CoverMaker Configuration
While you can temporarily store cover pages locally on your hard drive, these local “user” cover
pages cannot be used in normal fax production. Production “system” and “server” cover pages must
be stored on the fax server. This screen is used to enter the fax server name and your fax user
account name so that you can access and store cover pages on the fax server.

7. Enter the name of your fax server.

8. Enter your VSI-FAX user account login name (client ID).
9. Click Next to proceed with the installation.
The Select Program Folder screen appears.
10. The default program folder is VSI. If you want to have the program shortcut placed in a different
folder, select that folder from the Existing folders list. Otherwise, go to the next step.
11. Click Next to proceed with the installation.
The program files are copied to the your local hard drive. This takes several seconds.
The Setup Complete screen appears.
12. Click Finish.
13. Complete.

VSI-FAX GETTING STARTED MANUAL 61

INSTALLING THE SOFTWARE DEVELOPMENT KIT
1. Load your VSI-FAX product CD-ROM into your CD-ROM drive.
2. If the installation program does not start automatically, run setup.exe located in the root
directory of your VSI-FAX product CD-ROM.
The VSI-FAX Product Installation screen appears.
3. Choose SDK.
The Welcome screen appears.
4. Click Next to proceed with the installation.
The Software License Agreement appears.
5. Click Yes to agree to the conditions in the license agreement and continue with SDK installation or
click No to exit the installation.

VSI-FAX GETTING STARTED MANUAL 63

INSTALLING THE SOFTWARE DEVELOPMENT KIT

Choose Destination Location

The Choose Destination Location screen provides an opportunity to review decide where the
program files will be placed on your hard drive.

TIP: The installation program suggests a default destination directory for the
SDK program files. If you want to install the SDK in another directory, click
Browse and follow the on-screen instructions.

6. Click Next to proceed with the installation.

The program files are copied to the your local hard drive. This may take several seconds.

64 VSI-FAX GETTING STARTED MANUAL

 INSTALLING THE SOFTWARE DEVELOPMENT KIT

Setup Complete
Congratulations. You have successfully installed the VSI SDK.

7. Complete.

VSI-FAX GETTING STARTED MANUAL 65

APPENDIX A – SAMPLE UNIX AND LINUX MOUNT
COMMANDS
These CD-ROM mount commands are only examples. Your command arguments may be different
depending on the file systems you have installed. In particular, if the /cdrom mount point does not
exist, use /mnt in place of /cdrom in these examples. Consult your system administrator for the
appropriate command to use for your installation.

Compaq
mount -r /dev/rz4c /cdrom
mount -r -t cdfs -o rrip /dev/rz4c /cdrom

HP
pfs_mount -o xlat=unix /dev/dsk/<device> /cdrom

IBM
mount -r -v cdrfs /dev/cd0 /cdrom

NCR
mount -F cdfs <cdrom-dev> /cdrom

SCO
mount -r /dev/cd0 /cdrom
mount -r -f hsfs /dev/cd0 /cdrom
mount -r HS /dev/cd0 /cdrom

VSI-FAX GETTING STARTED MANUAL 67

APPENDIX A – SAMPLE UNIX AND LINUX MOUNT COMMANDS

Sun
mount -r hsfs /dev/sr0 /cdrom

68 VSI-FAX GETTING STARTED MANUAL

APPENDIX B – FAX SERVER INFORMATION FORM
Refer to Annotated Fax Server Information Form (page 22) for detailed information about filling out
this form.

Licensing Information
INFORMATION ENTRY

Fax Server Serial Number

Fax Server Activation Key

Maintenance Activation Key

Cover Page Information

INFORMATION ENTRY

Company Name

Address 1

Address 2

Address 3

Country

Voice phone
FAX phone

Email

VSI-FAX GETTING STARTED MANUAL 69

APPENDIX B – FAX SERVER INFORMATION FORM

Dialing Properties
INFORMATION ENTRY

Country Code
Long Distance Access #

Area Code

Local Number Length

Dial Prefix
Dial Suffix

Called Subscriber ID (CSI)

Transmitting Station ID (TSI)

Internet Email Servers

INFORMATION ENTRY

SMTP Server Name

SMTP From Name

POP3 Server Name

POP3 User Name

POP3 Password

Fax Device Properties

INFORMATION ENTRY

Device Name

Entry

Serial Port
Device Type

70 VSI-FAX GETTING STARTED MANUAL

 APPENDIX B – FAX SERVER INFORMATION FORM

Final Checks
QUESTION ENTRY

Have you stopped all existing

processes running on serial
ports that you will be
connecting your fax devices
to?

Is port 2996 dedicated to VSI-

FAX?

VSI-FAX GETTING STARTED MANUAL 71

INDEX
A E
Acrobat Reader 38 email servers 24, 35
activation keys 2, 22, 31, 32 Esker web site 15
applications, faxing from 57 Ethernet terminal servers 17
Exchange Server. See Microsoft Exchange Server
B
Brooktrout diagnostic software 16, 27 F
Brooktrout fax boards. See fax boards fax boards
Brooktrout Technology 15–16 drivers for 29, 30
supported 15–16, 21
C Windows NT/2000 fax servers and 27
cables, modem 21 fax clients, upgrades and 2
Called Subscriber ID (CSI) 23 fax machines, sending test faxes to 42
CD-ROM drive 19, 20 fax modems
CD-ROM mount commands 67 cabling for 21
Citrix MetaFrame enhancement 13 dial codes 21, 23
company information 22 dialing requirements 21, 23
configuring fax servers 49 properties 24
cover pages 32, 59 recommended modems 15
CoverMaker serial ports and 17, 20, 36
installing 59–61 supported modems 21
system requirements 11 fax scheduler 39
CSI (Called Subscriber ID) 23 Fax Server Information Form 22–25, 69–71
CSI string 23 fax servers
custom fax cover pages 32, 59 configuring 49
custom fax forms 47, 49–50 installing on Linux 39
installing on Unix 39
installing on Windows NT/2000 27–38
D MMC administration and 6
device drivers 16 Outlook Fax Client and 7
DirectFax routing 24, 35 system requirements 19
drivers 16, 29, 30
VSI-FAX GETTING STARTED MANUAL 73
INDEX

testing 41–42 sample mount commands 67

Universal Fax Client and 8 TCP port 2996 and 20
upgrades and 2 loopback feature 41–42
Web Fax Client and 9
faxes M
company information on 22 maintenance programs 32
cover pages for 22, 32, 59 Microsoft Exchange Server 13, 47
sending test fax 42 Microsoft Management Console. See MMC
sending with loopback feature 41–42 MMC (Microsoft Management Console) 43, 46
faxing MMC Fax Server Administration
from applications 57 installing 43–46
from web browsers 57 system requirements 6
faxinit.cfg file 16 modems. See fax modems
forms mount commands 67
custom forms 47, 49–50
Fax Server Information Form 22–25, 69–71
N
networks, system requirements for 20
H
help 2
O
online help 2
I Outlook Fax Client
installing installing 47–52
clients in Windows Terminal Server 13–14 installing in Windows Terminal Server
considerations for 20–21 environment 13–14
CoverMaker 59–61 system requirements 7
MMC Fax Server Administration 43–46
Outlook Fax Client 47–52
preparation for 19–25 P
Software Development Kit (SDK) 63 POP3 fax routing 24, 36
Universal Fax Client 53–56 POP3 information 24, 35
VSI-FAX server on Linux 39 POP3 user accounts 35
VSI-FAX server on Unix 39 ports
VSI-FAX server on Windows NT/2000 27–38 serial 16, 20, 36
Web Fax Client 57–58 TCP port 2996 20
Internet email servers 24, 35
R
K registering VSI-FAX 19
Knowledge Base 19
S
L SDK. See Software Development Kit
Linux sending test faxes 41–42
fax server requirements 4 serial numbers 2, 22, 31
Linux platform serial ports 16, 20, 36
CD-ROM drive and 20 servers
installing VSI-FAX on 39 See alsofax servers

74 VSI-FAX GETTING STARTED MANUAL

 INDEX

email servers 24, 35 installing on Unix 39

Ethernet terminal servers 17 installing on Windows NT/2000 27–38
Microsoft Exchange Server 13, 47 maintenance license 32
virtual fax servers 29 registering 19
setup.exe file 27, 43, 47, 53, 55, 57 server license 31
SMTP information 24, 35 support for Windows Terminal Server 13
SMTP user accounts 35 supported equipment 15–17
Software Development Kit (SDK) 63 supported platforms 20
system requirements 12 system requirements 20
support 1, 22 testing fax server 41–42
system requirements upgrades 2
Esker products 20
fax server 19 W
warranty information 1
T web browsers
TCP port 2996 20 accessing help with 2
TCP/IP system requirements 20 faxing from 57
technical support 1, 22 Web Fax Client
technotes v installing 57–58
Terminal Server. See Windows Terminal Server installing in Windows Terminal Support
testing fax server 41–42 environment 13–14
TIFF viewer 19, 42 system requirements 9
Transmitting Station ID (TSI) 23 web sites
TSI (Transmitting Station ID) 23 Brooktrout Technology 15
TSI string 23 Knowledge Base 19
modem cabling 21
U serial port compatibility 20
Universal Fax Client system requirements on 20
installing 53–56 VSI fax device compatibility 15
system requirements 8 Windows 2000
Unix fax server requirements 4
fax server requirements 4 Windows 2000 platform
Unix platform Citrix MetaFrame enhancement 13
CD-ROM drive and 20 installing VSI-FAX server on 27–38
installing VSI-FAX on 39 Windows NT platform
sample mount commands 67 Citrix MetaFrame enhancement 13
TCP port 2996 and 20 fax server requirements 4
upgrades 2 installing VSI-FAX server on 27–38
Windows Terminal Server 13–14
V
virtual fax servers 29
VSI Outlook Fax Client. See Outlook Fax Client
VSI-FAX
installation considerations 20–21
installing on Linux 39

VSI-FAX GETTING STARTED MANUAL 75