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Connect²FAX - 30-Day Trial Version ================================== ▄▄████▄▄ ▄█▀█▄ ▄█▀▀ ▀▀███▄ █▀ ▀█▄█▀ ███ ▀█▄ ▄█▀ ▀█▄▄ ▄██▀ ▀▀▀ ▀▀▀▀▀▀ ███ ▄███ ███ ███ ▄██ ███ ▄▄▄ ▄▄▄ ▄███▄ ▄▄▄ ▄▄▄ ▄▄▄ ▄▄▄ ▄███▄ ▄▄▄▄ ███ ███▀ ███ ███ ███ ███▀ ███ ███ ███ ███▄██ ███ ███ ███ ███ ███ ███ ███ ███ ███▄ ▀██▄▄▄ T E C H N O L O G I E S 11433 Cronridge Drive, Suite H Owings Mills, MD 21117 +1-410-363-1097 FAX: +1-410-363-0846 MHS/Connect² Hub: +1-410-363-1210 MHS/Connect²: Support @ Infinite CompuServe: >MHS:Support@Infinite (or 73270,405) Internet: Support@Infinite.ihub.com Technical Support provided on the CompuServe Information Service in NVENA Section 4 (GO INFINITE) Introduction to Connect2FAX =========================== Traditionally, sending a fax was an involved process. You had to print your document, fill out a cover sheet with the recipient's name, fax number, and number of pages, load the document in the fax machine, and dial the number of the remote fax machine. Now Connect2FAX provides the technology which makes both outbound faxing and inbound fax delivery as easy as using your MHS e-mail. Connect2FAX lets you use your familiar MHS mail program, not a separate fax program, to send a fax without ever leaving your desk. Connect2FAX simply places the text that you have typed in your email message on the fax cover sheet and creates additional pages based on PCX, DCX or text files that you attach. Connect2FAX also lets you fax to multiple recipients at once by selecting them from your MHS address book. This saves you from having to wait for each individual fax to be sent before sending the next. Connect2FAX is easy to set up on your MHS or Global MHS network. It has minimal impact on your network resources, and requires no regular maintenance. And because Connect2FAX is a gateway, it's available to all clients of your MHS based e-mail system. Welcome to the family of intelligent MHS messaging products from Infinite Technologies! Ask us about our other products for messaging, MHS connectivity to foreign systems (such as SMTP, UUCP, MCIMail, and Pagers), and our full line of Novell Netware utilities. Connect2FAX Features ==================== Features: -------- -Share a modem with MHS or Connect2 -Use your own e-mail program to send a fax without leaving your desk -Attach image or text files to your message -Delay fax tranmissions until specific dates or times -Receive notification of transmission status -Fax administrator automatically notified of critical problems Benefits: -------- -Save money by using the hardware you've already installed for your e-mail system -Save time by sending faxes from your desk, eliminating trips to the fax machine -No training time necessary because you use your current e-mail software -Reduces you ling distance bill with the Delay Send feature -Provides automatic auditing with sender notification -Easy to administer due to automatic problem notification -Registering Evaluation Kits If you have been using a 30 day evaluation copy of Connect2FAX and you are ready to install the purchased copy, the installation program (C2FINST.EXE) on this diskette will install your serial number and allow you to use the software as it was configured for the demo. We recommend, however, that you inquire whether you have the most recent version of the product. Description of Files ==================== The main difference between the 30 day evaluation (trial or evaluation) product and the purchased (commercial or registered) product is the installation file. For Connect2FAX: C2F30DAY.EXE - 30 day trial installation file C2FINST.EXE - purchased installation file Gateway Files: C2FAX.EXE - Connect2FAX gateway program C2FAX.OVR - Connect2FAX gateway overlay C2FCFG.EXE - Connect2FAX config program C2FAX.CFG - Connect2FAX config data file Optional User-Created Files: VALIDFAX.C2F - List of valid file attachment extensions C2FAX.USR - Sender name determination file Special Note : In order to obtain up-to-date information, which became available after this document's publication, read the READ.ME file (if present) on the disk. There are at least three methods of reading this file : (1) use the MS-DOS type command (example : c:\> type a: read.me) (2) use the MS-DOS edit program (example : c:> edit read.me) or (3) a word processing program. System Requirements =================== To run Connect2FAX you must have the following: - Infinite Technologies Connect2, Novell Global MHS or Novell MHS version 1.5 (SMF-70) or later - An SMF compatible e-mail application, such as Da Vinci eMail, Beyond Mail, Infinite Technologies' ExpressIT! and others - A modem with CAS driver, a CAS compatible fax board in the MHS machine with all fax drivers loaded or a CAS compatible network fax server to which the MHS machine is logged in. The fax board or server MUST be operational before installing Connect2FAX. This may be determined by using the fax software that comes with the product. Note: If you are running Alcom's LanFax Redirector, the MHS user must have access to all incoming faxes for Connect2FAX to be able to route incoming faxes. Note: For Class 1 or Class 2 FAX modems, a CAS emulator such as WPCOM from Word Perfect (formerly MTEZ) is recommended. This CAS emulator is also included with Word Perfect 6.0 (FAXDIR), so you may already own it. Installation and Setup ====================== Installing and setting up Connect2FAX is a two step process. This whole process should take you no more than a few minutes. Installing with Connect2 or Novell MHS 1.5 ------------------------------------------ This installation procedure assumes you are installing Connect2FAX with Infinite Technologies Connect2 or Novell MHS 1.5. For instructions on installing Connect2FAX with Novell Global MHS, see the section entitled "Installing Connect2FAX with Novell Global MHS". Connect2FAX runs as an MHS gateway process named FAX: To install the gateway process: 1. Take your MHS server off-line by exiting from MHS on your MHS Mail Server. 2. Perform the installation process for the correct version of Connect2FAX that you have. If you have the 30-day trial version of Connect2FAX, execute C2F30DAY.EXE from the distribution diskette or the drive you have it on. If you purchased Connect2FAX, execute C2FINST.EXE from the distribution diskette. 3. Copy the contents of the distribution diskette into a directory on your server, for example \MHS\EXE. 4. Execute C2FAX.EXE from the directory of your server that you copied it to, to install the Connect2FAX gateway process. 5. Restart your MHS server. Installing with Novell Global MHS --------------------------------- Connect2FAX runs as an MHS gateway process on a PC running the GWDEMON utility for running DOS based gateways with Novell Global MHS. To install the gateway process: 1. Within NGMADMIN, define a gateway for Connect2FAX. We recommend that a short name of FAX be used. With NGMHS v2.0, in NGMADMIN select "This Server", then "SMF Gateways". Press <Insert> to define the gateway. We recommend the following settings (substitute your domain for the word "Domain"): Gateway NGM Name: FAX.Domain Gateway NGM Short Name: FAX Gateway NGM Password: (none) Gateway Description: Connect2FAX Command Line: (none) Execution Interval: (no recommendation) Default Workgroup: FAX.Domain PostMaster Mailbox: (no recommendation) SMF Version: v70 Protocol Aliases: (none) 2. Perform the installation process for the correct version of Connect2FAX that you have. If you have the 30-day trial version of Connect2FAX, execute C2F30DAY.EXE from the distribution diskette or the drive you have it on. If you purchased Connect2FAX, execute C2FINST.EXE from the distribution diskette. 3. Copy the contents of the distribution diskette into a directory on your server, for example \MHS\EXE. 4. To install the Connect2FAX gateway process, execute C2FAX.EXE from the directory where you installed it on your server. When Connect2FAX prompts for the gateway name, supply the short name that was used for configuring the gateway to NGMHS. Configuring Connect2FAX ======================= Before you can start using Connect2FAX, you must configure it properly. This is done with the C2FCFG utility that is in the \MHS\EXE directory. Go to the \MHS\EXE directory, and run C2FCFG. Example (if G: is the drive where your MHS e-mail system is located): [G:>] cd \MHS\EXE {Enter} [G:\MHS\EXE>] C2FCFG {Enter} As you move from field to field to fill in the options, help is displayed at the bottom of the screen. Connect2FAX Options: ------------------- ADMINISTRATOR Enter the MHS name of the user who will be the Connect2FAX administrator. Incoming faxes, and any error reports, are sent to this MHS name. If an invalid name is entered, these faxes and reports will be sent to the MHS administrator instead. SHARED LINE If you are using a CAS fax board in your MHS machine serving as the MHS modem or the fax board and modem share a phone line, then enter Y. This prevents Connect2FAX from returning control to MHS, thus preventing MHS from disconnecting the line while your fax transmission is in progress. Use this option only if necessary, as it will slow MHS operation considerably. Possible settings: Y - shared line used N - shared line not used LOGO FILE If you would like a logo on the cover sheet of all outgoing faxes, enter the complete path and file name in this field (e.g., F:\FAX\LOGO.PCX). This path must be accessible from the Connect2 or MHS machine. Logo files must be valid PCX files. Possible settings: Blank - no logo on the cover Path and File name - logo on the cover DIAL PREFIX Connect2FAX can automatically attach a prefix to the phone number of outgoing faxes. This is useful if you have to dial 9 to get an outside line, for example. Remember, if you enter a prefix it will be used for all outgoing faxes. Possible settings: Blank - no dial prefix Number - prefix dialed before all outgoing faxes PHONE SERVICE Specifies your phone service type. Possible settings: D - Default Card Setting T - Touch Tone Dialing P - Pulse Dialing COVER SHEET Connect2FAX can automatically create cover sheets for outgoing faxes containing: - logo (with LOGO FILE option) - sender and destination names - total number of pages - message body (if one was entered) If no cover sheet is created, only attachments will be faxed. Possible settings: Y - create cover sheets N - do not create cover sheets COVER SHEET - ALLOW CHANGE This option allows users to turn cover sheet generation on or off for a specific message by entering keywords in the message. See the COVER SHEET option explained in the section entitled "Connect2FAX Addressing Options". Possible settings: Y - allow users to turn off generation N - do not allow users to turn off generation HIGH RESOLUTION As with traditional fax machines, faxes may be sent fine (high resolutionn"}) or standard (low resolution). Low resolution faxes are quicker to send, reducing phone time, but are not as clear as high resolution faxes. Possible settings: Y - Fine Resolution N - Standard Resolution HIGH RESOLUTION - ALLOW CHANGE This setting allows users to select fine or standard resolution for a specific message by entering keywords in the message. See the RESOLUTION setting in the section entitled "Connect2FAX Addressing Options". Possible settings: Y - users may change default N - users may not change default TEXT ATTACHMENTS Sets the default for plain text attachments to be sent either uncompressed (80 character) or compressed (132 character). Also, when used in conjunction with NORMAL WIDTH setting, the auto-detect setting automatically scans to determine the best method. These options do not effect PCX or DCX files, or cover sheet text. Possible settings: C - Compressed N - Normal A - Auto-Detect TEXT ATTACHMENTS - ALLOW CHANGE To allow users to override the default, and select compressed non-compressed, or auto-detect modes for a specific message by entering keywords in the message, enter Y. Possible settings: Y - users may change default N - users may not change default NORMAL WIDTH In order for the compression setting to be auto-detected for text attachments you must specify the maximum number of characters that can be faxed on a single line while in non- compressed mode. Some fax servers (using different fonts can place too many or too few characters on a line). Leave this value at 80 if you are unsure. SHOW SUBJECT Connect2FAX can use the subject field of an MHS message to automatically generate a SUBJECT line at the top of the cover sheet. The fax then becomes SUBJECT: the mail subject. Possible settings: Y - Generate SUBJECT N - Do not generate SUBJECT ALLOW DELAY Connect2FAX normally submits faxes for immediate transmission. If this option is enabled, users will be able to specify a date and time for delayed transmission. See DELAYED TRANSMISSION in the section entitled "Connect2FAX Addressing Options". Possible settings: Y - Allow delayed transmission N - Do not allow delayed transmission DATE FORMAT Specifies what the default date format should be. This is important during delayed transmission and success response notification. Possible settings: A - American (MM-DD-YY) E - European (DD-MM-YY) SUCCESS RESPONSE Connect2FAX always sends e-mail notification if an outgoing fax fails, but you may receive notification upon successful transmission, as well. The notification message will display the date and time of transmission, duration, number of pages, and remote fax ID. Some mail administrators turn this option off as it generates additional mail, and therefore more network traffic. Possible settings: Y - users get outgoing fax confirmations N - no outgoing fax confirmations ROUTE INCOMING Connect2FAX can convert an incoming fax to a DCX and forward it to the fax administrator in a message containing the sender's fax ID, date and time that the fax was received, duration, and number of pages. Possible settings: I - ignore incoming faxes R - route incoming faxes to adminstrator N - notify only, do not route CHECK PHONE NUMBER The most frequent mistake made by e-mail users trying to send fax documents is forgetting the 1 in front of the area code of the fax number for long distance. Connect2FAX can attempt to determine if a fax number does not have the required 1 in front, and insert it automatically. This option should only be enabled in the US and Canada where area codes follow a common format, not in other countries that do not follow the 3 digit area code followed by 7 digit phone number format. Possible settings: Y - check phone number N - do not check phone number BMAIL SUPPORT This option should only be enabled if outgoing mail originates in BeyondMail or BeyondMail for Windows. These mail packages insert additional information into the body of the MHS message, and this will appear on the fax cover sheet. Turning on this option will cause Connect2FAX to strip these fields out, thus cleaning up the cover sheet. Possible settings: Y - BeyondMail is being used N - BeyondMail is not being used Once you have made your selections, press F10 to save the configuration. You may modify the configuration whenever you require, and you do not need to down the MHS machine to do so. Controlling File Types to Send ------------------------------ Connect2FAX may only send file attachments that are text, DCX image, or PCX image files. You may prevent users from sending invalid attachments, such as word processing documents, to a fax address. To do this, create a file named "VALIDFAX.C2F" in the \MHS\MAIL\GATES\FAX\PUBLIC directory. The file would look like this: .TXT .ASC .PCX .DCX If you send an attachment to a fax address, and the VALIDFAX.C2F exists, the fax will not be sent if the file extension does not match one of the entries in the list. Sender Name Determination ========================= Sender names are automatically placed on the fax cover sheet for outgoing faxes. Connect2FAX does the following to obtain the sender's name: 1. Checks the sender name file. This file is named C2FAX.USR (see section entitled "Creating the C2FAX.USR File") and is stored in the \MHS\MAIL\GATES\FAX\PUBLIC directory. 2. If there is no entry in the C2FAX.USR file, or the file does not exist, Connect2FAX uses the sender's MHS long name. (This is set up in the MHS "Manage Directories" menu option). 3. If there is no MHS long name, the sender's MHS short name is used. Creating the C2FAX.USR File --------------------------- Using the C2FAX.USR file gives you the most flexibility. The file is a plain text file and can be created with any text editor in the \MHS\MAIL\GATES\FAX\PUBLIC directory. (If you use a word processor, make sure it saves the file without any formatting codes). The file consists of one line per user, and each line contains the MHS short name, followed by a space, and then the name to use. The length of the name may not exceed 30 characters, the maximum allowed by CAS. The following is a sample C2FAX.USR file for two users: JSMITH John Smith - President JDOE Jane Doe, Ext. 500 This file sets up names for MHS users JSMITH and JDOE. Any other users that are not in the C2FAX.USR file will have fax names based on MHS entries. Note: You do not have to use the C2FAX.USR file. It is an option that will give you additional control, if desired. Using Connect2FAX ================= To send a fax via Connect2FAX , the MHS message must be addressed correctly. Ideally, if your mail program allows you to create address templates you should do so. This will hide the addressing requirements, and ensure that faxes are addressed properly. (Sample templates can be found in the section entitled "Templates for Popular E-mail Programs"). Creating Connect2FAX Addresses ------------------------------ A Connect2FAX address looks like this: SEND@FAX {/TO:John Smith /FAX:1-555-555-1234} The first part, SEND@FAX, tells MHS that this message is to be sent to the Connect2FAX gateway for delivery. In this example, FAX should match the Gateway NGM Short Name designated in the installation procedure if you are using Global MHS. All fields passed to Connect2FAX are placed in the extended address area. (The above example uses just the /TO: and the /FAX: fields). Fields may be passed in any order. Connect2FAX Addressing Options ------------------------------ The following is a list of support fields. The only field that is required is the /FAX: field. All other fields are optional, and default settings will be used if they are not provided. FAX NUMBER The fax number is required, and is entered after the word /FAX: (the colon is required). The fax number may contain spaces, hyphens, and parentheses, if you wish. Fax numbers must be entered exactly as they would be dialed. Users must therefore remember to put a 1 in front of area codes if required. /FAX: may be abbreviated to /F: if desired. The maximum length for the fax number (excluding the /FAX: at the beginning) is 30 characters. DESTINATION The optional destination name is used on the cover sheet and the top of each page if provided. It is entered after the word /TO: which may be abbreviated to /T: if desired. The maximum length of the destination name (excluding the /TO: at the beginning) is 30 characters. COVER SHEET Connect2FAX can automatically create coversheets for outgoing faxes. These contain the logo (if one was specified), the sender and destination names, total number of pages, and the body of the message if one was entered. If no cover sheet is created then only attachments will be faxed, and not the message text. The default cover sheet setting is set in the configuration program. If allowed, users may specify the /COVER keyword to turn cover sheet generation on, and /NOCOVER to turn if off. COMPRESSION Attached text files may be sent compressed (132 character mode) or uncompressed (80 character mode). The default is whatever was setup in the configuration program. If the default is auto-detect then Connect2FAX will determine which setting is best for a particular file. If you have allowed users to override the default setting, they may specify /COMPRESS or /C to send attached text files in compressed mode, /UNCOMPRESS or /U to send them uncompressed, and /AUTO or /A for auto- detection. Compression only effects attached text files, not the cover sheet. DELAYED TRANSMISSION Connect2FAX usually sends faxes as soon as it receives them. However, if you so allow, users may set the time and date for delayed transmission. Dates and times are specified based on the DATE FORMAT setting. American: /DATE:MM-DD-YY or /DATE:MM-DD-YYYY (e.g., /DATE:01-01-98 = January 1, 1998). European: /DATE:DD-MM-YY or DATE:DD-MM-YYYY. Times are specified as /TIME:HH:MM (e.g. /TIME:18:30 for 6:30 p.m.). If a date is specified without a time, the fax will be sent at 12:00 am on that day. If a time is specified without a date, the fax will be sent the first time that time is reached. RESOLUTION Faxes are usually sent at the default resolution (standard or fine as specified as the default in the configuration program. If you have allowed users to override this setting, they may enter /FINE or /F to specify fine, and /STANDARD or /S to specify standard resolution. This resolution will be used for the cover sheet and any follow up sheets. LOGO FILE Usually the logo specified in the configuration program is used. To specify an alternate logo for the cover sheet, specify the complete path and file name (e.g., F:\FAX\LOGO.PCX), preceded by /LOGO: or /L: Logo files must be valid PCX files. Addressing Examples: ------------------- The following sends a fax to Tom Wilson at 555-555-9876: SEND@FAX {/TO:Tom Wilson /FAX:1-555-555-9876} The next example adds parameters to send a fax to John Smith at 555-555-1234 with no cover sheet, in compressed, 132 character mode, on June 1, 1994 at 12:00 am: SEND@FAX {/TO:John Smith /FAX:1-555-555-1234 /NOCOVER /C /DATE:06-01-94} The last example shows how a fax could be sent to Mary Jones at 555-555-1267 with a cover sheet, including a logo (other than the default), with fine resolution, at 4:00 p.m.: SEND@FAX {/TO:Mary Jones /FAX:1-555-555-1267 /COVER /L:c:\fax\marylogo.pcx /F /TIME:16:00} Note: All fields may be enclosed in () if you wish. The /TO: field may therefore be specified as /TO:JOHN or /TO:(JOHN). If used, the () will not appear on the fax itself. The reason you would want to enclose fields in () is to allow the use of the / character. For example, /TO:JOHN / SALES would appear as JOHN on the outgoing fax, because the second / would indicate a new field. Specifying /TO:(JOHN / SALES) tells Connect2FAX that the second / is actually part of the destination name, and the name would appear as JOHN / SALES. Other Sending Features ---------------------- Multiple Recipients Faxes may be sent to multiple recipients. Each address should be modeled upon the prior examples, and separated by a comma. Fax Status Connect2FAX will inform users of the status of each fax recipient individually once it is sent or fails, as specified in the configuration program. Cover and Follow-Up Sheets The text of the message in your e-mail message automatically becomes the fax cover sheet text. If you wish to send follow up sheets, add them to the e-mail message as attachments. Attachments may be PCX DCX and plain text files. Up to 64 files may be attached to a message. (Note: That is 64 files, not pages. As DCX and plain text files may contain multiple pages, you may send far more than 64 pages if you wish). Sending the Fax --------------- To send the fax, just send the message as you would any regular e-mail message. MHS will deliver the message (and attachments, if any exist) to Connect2FAX. Connect2FAX will then convert your message into a fax, and send it to the fax board or server. Mail Notification ================= Delivery Notification --------------------- If you have Connect2FAX configured to do so (see SUCCESS RESPONSE under Connect2FAX Options), it will return a delivery notification through mail as soon as an outgoing fax is successfully transmitted. The message will list the date and time of the transmission, duration number of pages remote fax ID, and a list of attached files if any. This will provide a means of logging faxes sent. Non-Delivery Notification ------------------------- If an outgoing fax encounters either a transmission or submission failure, a non-delivery notification is sent to the sender. The mail will specify which fax failed, and the reason for the failure. Transmission Failure -------------------- Transmission failure means that the fax card or server tried to send the fax and failed. This could be for many reasons, including incorrect or busy fax numbers. Note: If you are running a fax server that is configured to make multiple retry attempts, the mail notification will not be sent until the last retry has been completed. Submission Failure ------------------ A submission failure occurs if Connect2FAX could not submit the fax to the fax card or server. This usually means that the MHS machine does not have the fax drivers loaded, or has lost its connection to a fax server. No faxes will be submitted until this situation is rectified. This kind of failure is reported to both the user who sent the fax, and the user established as administrator. Incoming Faxes ============== If you have enabled the routing of incoming faxes (see ROUTE INCOMING under Connect2FAX Options), Connect2FAX will scan for any untouched incoming faxes each time it is run. If it finds any, it will send a mail message to the mail ID specified in the configuration utility with the specifics about the fax. The actual fax document is sent as a DCX file attached to the message. Note: Only faxes that have not been read, viewed, or saved, by any application are routed. E-Mail Program Templates ======================== To make sending faxes easier for your users, you should set up a template for Connect2FAX addresses. To assist you in this, here are templates for ExpressIT!, BeyondMail, and Da Vinci. Note: Each of the following examples assumes that Connect2FAX was installed with a gateway name of FAX. ExpressIT! ---------- The following method may be used by the user to edit their Personal Address Book or by the System Supervisor when running EXNICNAM.EXE to add to the system address book. Create an entry as follows: Name: FAX Description: Connect2FAX Template Address: ??FAX??FAX@FAX{/TO:?Who? /FAX:?FAX No.?} The text between the double question marks (in the above example FAX) will be used as the title for the dialog box. The text between the single question marks (in the above example Who and FAX No.) will be displayed to the user. Any additional parameters from the section entitled "Connect2FAX Addressing Options may be added using this same method. BeyondMail ---------- BeyondMail stores templates in a file called BMAILNAM.TPL in the BeyondMail PUBLIC directory. Edit this file and add an entry similar to the following: name "FAX" format "SEND@FAX {/TO:(^0) /FAX:(^1)}" part 0,6,"Name","^0","",Y,1,30,N part 1,0,"Fax number","^0","",N,1,30,N end When users modify their address books they will then see a fax template that prompts them for a name and fax number. See the note under the section entitled "Connect2FAX Addressing Options" for information on the use of parentheses in a fax address. Da Vinci eMail -------------- The mail administrator must add templates to Da Vinci name lists. The name should added as follows: Name: #FAX e-mail: SEND@FAX{/TO:(%1)/FAX:(%2)};Name:30;Number:30 Users may then select that template when they create a message, and they will be prompted for a fax name and number. Product Support =============== Support for Connect2FAX is available directly from Infinite Technologies. You may send mail to us at the following addresses: MHS: SUPPORT@INFINITE CompuServe: >MHS:SUPPORT@INFINITE Internet: SUPPORT@INFINITE.IHUB.COM Phone: (410) 363-1097 FAX: (410) 363-0846 - or - Infinite Technologies 11433 Cronridge Drive Owings Mills, Maryland 21117 The telephone number for the Infinite Connect² hub is 410-363-1210. Send a message to Library@Infinite with a subject of INDEX for information on files and discussion lists accessible via the INFINITE Mail Hub