Installing Fax on the SBS 2003 Server
How to Install Fax on SBS 2003
Insert SBS 2003 CD 1. Let it autoplay and then click Set Up Windows Small Business Server on the Microsoft Windows Small Business Server Setup screen.
On the Welcome to Microsoft Windows Small Business Server Setup screen, click Next.
On the Windows Configuration screen, click Next.
On the Component Selection screen, select Install in the Action column next to Fax Services, and then click Next.
On the Data Folders screen, specify the folder to save sent faxes to and click Next.
On the Component Summary screen, click Next.
On the Finishing Your Installation screen, click Finish.
In SBS 2003, you can install the fax client software on the client computers using the Add Software to Computer wizard or you can install it manually. The Add Software to Computer wizard deploys the fax client via a user logon script called SBS_LOGIN_SCRIPT.bat which runs \servernameclientssetupsetup.exe /s servername. If the user is not configured to run SBS_LOGIN_SCRIPT.bat or the setup command is not present in the logon script, the fax client will not be installed by the wizard and you may have to install it manually.
Install fax on the SBS client (using the Add Software to Computer wizard)
On the SBS server, click Start, point to Administrative Tools and then click Server Management.
On the left, click Client Computers, and then click Assign Applications to Client Computers on the right.
On the Welcome to the Assign Applications Wizard, click Next.
On the Client Computers screen, select the client computer(s) to install the fax client on and click Add. Then click Next.
On the Client Applications screen, ensure the Shared Fax Client is checked and then click Next.
On the Mobile Client and Offline Use screen click Next.
On the Completing the Assign Applications Wizard screen, click Finish.
On the Finishing Your Installation screen, click OK.
Go to the client computer and log on. If the client computer is already logged on, log off and then log on to the domain again.
Follow the client setup wizard prompts to install the Fax client.
Install fax on SBS client manually. To install the Fax client on Windows XP-based clients, follow these steps:
Log on to the Windows XP-based computer as a user with local administrator rights.
Click Start, click Control Panel, and then click Add or Remove Programs.
Click Add/Remove Windows Components.
Click to select the Fax Services check box, and then click Next. If you are prompted to do so, insert the Windows XP CD-ROM.
Click Finish.
To connect the Fax printer to Windows XP-based client computers:
Click Start, and then click Run.
Type \<servername> and then click OK.
Right-click the Fax printer, and then click Connect.
Install fax on SBS client manually. To install the Shared Fax Client on computers that are not running Windows XP, follow these steps:
Run setup.exe from the fax client share on the server. \servernamefaxclientsetup.exe
Sending Faxes
Using the Send Fax Wizard
Click Start, point to All Programs, point to Accessories, point to Communications, point to Fax, and then click Send a Fax.
In the Welcome to the Send Fax Wizard dialog box, click Next.
In the Recipient Information dialog box, type the recipient name in the To box, type the recipient fax number in the Fax number box, or use the Address Book to click the recipient name, and then click Next.
Note: If you want to send the fax to more than one recipient, type the recipient information in the appropriate boxes, and then click Add. The recipient appears in the box and the boxes are cleared so that you can type additional recipient information. When you finish adding recipients, click Next.
In the Preparing the Cover Page dialog box, click the template that you want to use in the Cover page template box. If you want to edit the information that appears on the cover page, click Sender Information. Type the subject that you want to appear on the cover page of the fax in the Subject line box, and then type a cover page note in the Note box if you want to include a note.
Click Next.
In the Schedule dialog box, click the time that you want to send the fax, for example, click Now.
In the What is the fax priority box, click the priority that you want (a higher priority allows this fax item to be sent before another similarly scheduled and lower priority item), and then click Next.
In the Delivery Notification dialog box, select how you would like to be notified of a successful or failed fax delivery and click Next.
In the Completing the Send Fax Wizard dialog box, confirm the options that you selected, and then click Finish.
From Outlook
Open Outlook, click Tools, and then click E-mail Accounts.
On the E-mail Accounts screen, select View or change existing e-mail accounts and click Next.
The Fax Mail Transport should be present in the list.
If the Fax Mail Transport is not present in the Accounts list in Outlook 2003.
Click Add.
Select Additional Server Types and click Next.
Select the Fax Mail Transport and click Next.
If you receive the following pop-up message, click OK.
The E-mail Account you have just added will not start until you choose Exit from the File menu, and then restart Microsoft Office Outlook.
To access and configure the Fax Mail Transport options, perform the following steps:
In the Accounts list in Outlook 2003, select the Fax Mail Transport and click Change. The following options are configurable.
Include a cover page with faxes
This specifies that all faxes sent from Outlook should include a cover page.
Single delivery receipt for multiple recipients
This checkbox specified that you want a single receipt to confirm delivery of a fax sent from Outlook to multiple recipients. This feature is not available if you use a locally installed fax device to send faxes from Outlook.
Attach a copy of a sent fax to its delivery notification receipt
This checkbox specifies that you want a copy of the fax to be attached to the delivery receipt notification. If you select this option, and you send a fax with a cover page to multiple recipients, the cover page will not be included with the copy of the sent fax. This is because the cover page information will be different for each recipient. In addition, if a multi-recipient fax consists only of a cover page then you cannot attach a copy of the fax to a delivery receipt. This feature is not available if you use a locally installed fax device to send faxes from Outlook.
Default Message Font
This defines the message font used for the Subject line in Outgoing Faxes when a cover page is not used. It does not affect the font of the message body typed in the email message. It also does not affect the font of any attachments. If ‘Include a cover page with faxes’ is checked, the Subject will be printed on the cover page and the font will not be affected by the Default Message Font setting.
Click OK and click Finish.
To send a fax from Outlook:
Open Outlook 2003.
Click File, point to New, and then click Mail Message.
In the To.. field, specify the fax recipient. To do so, click the To.. button, or type the fax number in the format [FAX:n,nnnnnnnnnnn]. For example, type [FAX:9,13215551234] where 9 is the number to dial an outside line, 1 is the number to dial long distance, and (321) 555-1234 is the area code and the phone number.
Note: If you click the To button to select a contact, you must select the contact that includes Business Fax in the display name.
Note: You can also create a distribution list made up of Business Fax contacts.
Type the subject and body of the fax.
Click Send.
Print item to Fax printer
Start the program that you want. For example, start Microsoft Word and open a saved document.
On the File menu, click Print.
In the Print dialog box, click Fax in the Name box, and then click OK.
This will invoke the Send Fax Wizard.
Mail Merge (using Contacts in Outlook or a public folder)
Open a contact with a Business or Home fax number.
Click the All Fields tab.
In the Select from box, click Miscellaneous Fields.
In User Field 1 (or one of the other 3 User Fields if this field is already being used), type the fax number exactly as it should be dialed, by using one of the following canonical format examples:
7-digit dialing – [fax:555-1212]
10-digit dialing – [fax:999-555-1212]
Long-distance number (United States) – [fax:1,999-555-1212]
You may also specify the display name for the Business Fax field of an existing contact such as:
FirstName LastName (Business Fax)
Joe Smith (Business Fax)
Click Save and Close.
B. Initiate the Mail Merge from Outlook:
While in Contacts, click Mail Merge from the Tools menu.
Select whether to merge using all or selected contacts.
Select whether to merge using all of the fields or only those in the view. (If you select to merge by using only those in the view, the User Field that you selected to store the canonical fax numbers must appear in the view.)
Configure your Document and Contact data file settings.
In the Merge to option, click E-mail.
Set the Message subject line option, and then click OK.
Word opens. Click the merge to email button.
In the To line, select User_Field_1 and click OK.
In the Mail Format drop down list, the options are HTML, Attachment, and Plain text. The default is HTML.
In the Send Records section, select All and click OK.
Important: After clicking the merge to email button, the properties dialog appears. There is a Mail Format drop down list with the options: plain text, attachment, and HTML. Selecting plain text or attachment will result in the Outlook Security popup. Selecting HTML will not. If you need to use the plain text or attachment format and do not want to have to click Yes for each of the Outlook Security prompts, you will need to customize the Outlook Security settings using the Outlook E-mail Security Administrator Package. See KB article 290499 for more information.
Note: You can also initiate the mail merge from Word, using the User Field 1 to merge on.
Caution:
In step 8 above, if you select the Business_Fax field, you will receive a Check Names box when you initiate the merge in step 10 which says something like. Microsoft Office Outlook does not recognize “(999) 555-1212” Select the address to use:
Enable email receipts
Enable email receipts (Fax arrival/sent notifications)
Click Start, point to All Programs, point to Accessories, point to Communications, point to Fax, and then click Fax Service Manager.
In the console tree in the left panel, right-click Fax (Local) node, and then click Properties.
On the Receipts tab, click to select the Enable SMTP e-mail receipts delivery check box.
In the From e-mail address: box, type the e-mail address of the sender of the delivery notification receipt. For example, SBSFaxService@domain.com.
In the Server address: box, type the SBS server’s NetBIOS computer name. Do not type the server’s fully qualified domain name (FQDN). To determine the SBS server’s NetBIOS computer name, type hostname (without the quotation marks) at the command prompt, and then press ENTER.
In the Port: box, type 25. If the SMTP port has changed, type the appropriate port.
Click the Authentication button, click the Anonymous access option, click OK, and then click OK again.
Check the box Use these SMTP settings for the Route Through E-Mail incoming routing method if you wish to have incoming faxes routed to a user’s mailbox via email.
The check box labeled Enable message boxes as receipts specifies whether delivery notification requests are configured as pop-up messages to keep fax senders informed of the successful delivery of their sent faxes. This option requires the Messenger service to be running on the sender’s computer.
|
Note:
|
| The authentication method you selected must match the authentication method defined in the Exchange 2003 SMTP server. By default, it is set to Anonymous access. |
To verify this:
Start the Exchange System Manager.
If the administrative groups are displayed, expand Administrative Groups, and then expand <first administrative group>.
Expand Servers, expand <servername>, expand Protocols, and then expand SMTP.
Right-click Default SMTP Virtual Server, click Properties, and on the Access tab, click the Authentication button.
Verify that Anonymous access is enabled.
susguperf 