Reform MOST-MicrosoftFax

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Software & Hardware Requirements

Click Here

Other Requirements

  • MOST and Microsoft Fax Plug-ins must be configured before installing.

Installation

To install MOST Microsoft Fax to your existing Reform installation, you will need to download and run the Reform-MOST-MSFAX.exe installation executable.

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Step through the prompts, and the installation will begin.

After you have completed the installation of MOST Microsoft Fax, the Reform Spooler Service must be restarted. Open up the Spooler by going to Start > Programs > Reform… > Spooler. Highlight the Reform Spooler instance that should be restarted and click the red stop button and then the blue start button.

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The default installation directory for Reform and its Plug-ins is C:\Program Files\Reform…\. If you have changed the path during the Reform installation routine, please refer to the appropriate path instead of the default one referenced throughout this documentation.

Importing MOST Screens

Please refer to the MOST manual for more information regarding Most terminology and Setup.

To import the MOST screens that you will be using with MOST Microsoft Fax go to Start > Programs > Reform… >MOST-MicrosoftFax > Install MOST screens

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If not already open, the MOST Designer will appear and you will be prompted to import the screens. Click Yes.

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Setting Global Variables

We need to setup the communication beween MOST and Microsoft fax. To do so, we have to configure certain parameters in MOST’s Global variables screen. If the MOST Designer is not already open, go to Start > Programs > Reform… > MOST > Designer.

On the MOST Designer’s menu, go to Data > Global Variables

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Select the variable, enter its value in the provided box and then click the update button. The CommunicationType global variables uses a drop down list with available options for your convenience.

1. Variable Name =CommunicationType Value= Local

*CommunicationType specifies whether or not the MFP is reachable by IP from the MOST server. If the MFP is reachable by IP from the MOST server, the CommunicationType should be set to "Local". If the MFP is on a remote (wide area) network, the CommunicationType should be set to "Remote".

2. Variable Name = MsFaxEmailAttachment Value= TRUE

3. Variable Name = MsFaxEmailOnComplete Value= TRUE

4. Variable Name = MsFaxPrintIncludeFirstPage Value= TRUE

5. Variable Name = MsFaxPrintOnComplete Value= FALSE

6. Variable Name = MsFaxServerName Value= The name of the fax server. If the Reform/MOST server is the fax server (where the modem is installed), this field should be left blank.

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Click File > Save or use the small save icon

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to save all the global variables.

Assigning Collection to Users

1. If MOST Designer is not already open, Go to Start > Programs > Reform… > MOST > Designer

2. On the MOST Designer tool bar click on Data > Users and Groups

3. Under Users, click on demo (the user demo is used for the tutorial, but you can add this collection to any user). Select MSFAX from the Available Collection and click the

Reform15 Most-MicrosoftFax 10.gif

icon to add the MSFAX collection.

4. If you would like all users on the domain to have access to Microsoft Fax: Under Groups, click on Domain Users. Select MSFAX from the Available Collection and click the

Reform15 Most-MicrosoftFax 11.gif

icon to add the MSFAX collection.

5. Go to File > Click on Save or click the

Reform15 Most-MicrosoftFax 12.png

icon in the toolbar.

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MOST Microsoft Fax Tutorial

At this point, you should have a basic understanding of the functionality of MOST. In this tutorial, we’re going to be using the MOST Desktop to simulate an MFP running MOST and connecting to a MOST server. This tutorial assumes MOST connectivity has already been configured and established. (The MFP required for testing the Print functionality of this tutorial. Please refer to the MOST manual on how to setup MOST on the MFP or any other MOST related issues.)

The emulator shows you exactly what you would see on an MFP, and it functions in the same way. This same process could be tested with the same exact steps, but by installing MOST on the MFP by following the instructions in the MOST manual.

1. Login to MOST at an MFP or use MOST Desktop (Start > Program > Reform… > MOST > Misc > MOST Desktop) using the username and password for which you gave the MSFAX collection to. In the tutorial, we configured the user demo, password demo. (You can also log in as a domain account if the MSFAX collection was assigned to Domain users in the previous steps.) Click Log In.

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2. The emulator will now connect to the MOST server and login. Once it logs in, you will see a series of collections and tabs. For this tutorial, we will be using the MSFAX collection and tabs which you have made available to the user.

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3. From your MSFAX collection you will see the Contacts screen which allows you to fax documents to multiple recipients. Click on the Search Faxbook button to display your LDAP and Outlook contacts. Leaving the search field blank will display all contacts. The text entered for the search should be in the format of either "Lastname" to find any contacts with a last name beginning with the entered text or "Firstname Lastname" to find any contacts with a first name beginning with the first word and last name beginning with the second word. Select your contacts from the Faxbook list and click on Add Recipient button to populate the Recipients box. You can also use the Manual Fax Number button to enter a fax number using the onscreen keyboard. To use a cover page, select one from the combo box. To send the document, press the Send Fax button and scan a document.

Note: To search LDAP or Outlook contacts, MOST must be configured for LDAP authentication. Also, to search Outlook, Exchange 2007-2013 is required and the user must log into MOST with their domain credentials. For environments without LDAP or Exchange, The Lookup screen may provide better functionality as it allows users to maintain their contacts at the MFP screen without any additional requirements.

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4. On the left, click on the Lookup tab. This screen is similar to the Contacts screen however users may maintain their contacts directly at the MOST screen. It does not require LDAP or Outlook/Exchange.

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5. Next, we want to add a contact that can be used on the Lookup screen. On the left, click on Add PB tab and fill out fields with the following information:

Name: John Doe

Fax Number: Enter a valid fax number

Verify Fax: Enter the same fax number entered above

Click on Save Contact to add the contact.

Reform15 Most-MicrosoftFax 18.png

After clicking Save Contact, we want to add another user to the phonebook. Add the following user:

Name: Jane Doe

Fax Number: Enter a valid fax number

Verify Fax: Enter the same fax number entered above

Click on Save Contact to add the contact to the phonebook.

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6. On the left, click on the Lookup tab to return to it. Click on the Search Faxbook button to display your personal contacts. Leaving the search field blank will display all of the available contacts. Select your contacts from the Faxbook list and click on Add Recipient button to populate the Recipients box. You can also use the Manual Fax Number button to enter a fax number using the onscreen keyboard. Next, on the Notes field type in "Important Announcement!". To use a cover page, select one from the combo box. To send the document, press the Send Fax button and scan a document.

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7. We want to send another fax, this time using the Manual tab which lets us manually enter fax information. On the left, click on the Manual tab and fill out the fields. Check the checkboxes for the type of confirmation you wish to receive. For this demo, an email confirmation with the fax as an email attachment has been selected. To use a cover page, select one from the combo box. To send the document, press the Send Fax button and scan a document.

Name = Arnel Larry

Notes = News Letter

Fax Number = Enter a valid fax number

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Note: In order to receive an email, the Email Plug-in must be installed.

8. Wait a moment and then click on the Status tab on the left hand side to view the status of your fax.

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9. A MFP is required to print the status. From your MFP, select your document from the list. Then, click Print Status to print the status of your fax followed by the original document.

10. On the left, click on the Edit PB tab, and select Jane Doe to be edited. If your list is blank, click Search Faxbook and leave the search field blank to search all contacts. We will edit the following fields by replacing with these new values: Name = Mary Jane Doe. Click on Save Contact.

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Wait a few seconds and click on Search Faxbook to refresh the list. You should be able to see the changes you made.

11. On the left Click on the Del PB tab. Click on Search Faxbook to refresh the list if it does not have the latest changes you made in the previous step.

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12. Select John Doe and click on the Remove Contact button to delete from the List. Click on Search Faxbook to refresh the list (leave search blank). Mary Jane Doe should be the only one left in the list.

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Microsoft Fax Cover Page Locations

  • For Windows 2012 the Cover Page file (.cov) should be stored in "C:\ProgramData\Microsoft\Windows NT\MSFax\Common Coverpages\en-US\".
  • For Windows 2008 the Cover Page file (.cov) should be stored in "C:\ProgramData\Microsoft\Windows NT\MSFax\Common Coverpages\en-US\".
  • For Windows 2003 the Cover Page file (.cov) should be stored in "C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\Common Coverpages\".

Maintenance

There are certain directories and SQL tables that need to be monitored for growth along with the Microsoft Fax Plug-in for Reform. As a system processes more and more jobs, the size of these directories and SQL tables can grow very quickly. Overall system performance can be affected by the large amounts of space that the files may take up. Also, there exists a 10GB database limit if using the Microsoft SQL Server Express supplied with this installation. Obsolete files/database entries should be deleted according to your needs and file retention specifications.

Please see the Reform Health Monitor and Maintenance Utility section in the Reform User Manual for more information and instructions for monitoring and maintaining your server. It is recommended to monitor the following directories and SQL tables for growth:

Directories:

C:\Program Files\Reform…\Backups

C:\Program Files\Reform…\Spooler\ImageQueue

C:\Program Files\Reform… \Plugins\MicrosoftFAX\Attachments

SQL Tables:

Reform_MSFax_Trans

Troubleshooting

Q: Faxes are not reaching the Microsoft Fax printer.

A: You may have to restart the RM_MicrosoftFax Service.

1. Go to Control Panel > Administrative Tools>Services

2. Find the service RM_MicrosoftFax.

3. Confirm the service account is correct and has access to the Fax driver and server.

4. Right-click on the service and click Restart. This will cycle the fax service.

5. You may close the Services panel.

Try sending another fax. You should see it briefly enter the queue of the Microsoft Fax printer before it is processed. If still not working, make sure you can manually send faxes to the Microsoft Fax Printer driver before configuring Reform to do so.

Other company or product names mentioned herein may be trademarks or registered trademarks of their respective companies


Microsoft Fax Issue Ticket

*User’s Name: ___________________________________ *User’s Login Name: ______________________________

*User’s Email Address: ____________________________ User’s Building: _________________________________

User’s Department: ______________________________ Support Contact’s Name: __________________________

Support Contact’s Email: __________________________ Support Contact’s Phone: __________________________

*Severity of Issue (Please check one):

    □ 0 - Test environment (non-production)
    □ 1 - Users are affected, but able to continue business

□ 2 - Users are affected and it is affecting business, other functionality is working properly

□ 3 - The software is not functioning properly at all – system outage

Number of Users Affected: _____________ List Each Users Login Name ________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

*Description of Issue:

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

*Observations about issue:

Frequency of Issue: Once / Random / Every Attempt / Other (Please Describe): ________________________________

_________________________________________________________________________________________________

First Occurrence (Date/Time): _____________________ Latest Occurrence (Date/Time): ________________________

  • *Issue is occurring at (Fill in all fields for Reform Server, and LANFax):
  • Reform Server(s):

Reform Server IP(s): _____________________________________________________________________________

  • Microsoft Fax Server(s):

Microsoft Fax Server Operating System: __________________________

*If faxing speed is an issue, please list the time it takes to fax the document: ________ seconds / minutes

Additional information when using the MOST plug-in with Reform

  • MFP (If using the MOST Plug-in for Reform from an MFP)

Number of MFPs Affected:_______________________

MFP Java Version:______________________________ MOST Version: _________________________________

MFP Serial #:__________________________________ MFP IP: _______________________________________

MFP Model #: _________________________________ MFP Location: __________________________________

  • Workstation (If using the MOST Desktop Plug-in for Reform from a workstation)

Number of Workstations Affected: ________________ Workstation OS: XP / Vista / 7

Workstation IP: ________________________________ Workstation Name: _____________________________

*Does faxing work directly from Microsoft Fax (not thru MOST)? yes / no If no, please explain _________________

_________________________________________________________________________________________________

*Is the user able to add/delete/edit Phone Book contacts? Yes / no If no, please explain ______________________

_________________________________________________________________________________________________

*Is the user able to see the status results on the Microsoft Fax MOST screen? yes / no

* Fields are required