RightFax 20.2 Installation Guide
RightFax 20.2 Installation Guide
2
Installation Guide
Edition
OpenText RightFax 20.2
April 22, 2020
Copyright © 2020 Open Text. All Rights Reserved. Trademarks owned by Open Text.
One or more patents may cover this product. For more information, please visit, https://www.opentext.com/patents.
Open Text Corporation
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Waterloo, Ontario, Canada
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Copyright Statement
Portions of this product Copyright © 2002-2006 Glyph & Cog, LLC. Portions Copyright © 2001 artofcode LLC.
This software is based in part on the work of the Independent JPEG Group. This software is based in part on the work of the Freetype Team.
Portions Copyright © 1998 Soft Horizons. Portions Copyright ©2001 URW++. All Rights Reserved. Includes Adobe® PDF Library technology. Adobe,
Acrobat and the Acrobat logo are trademarks of Adobe Systems Incorporated.
Disclaimer
No Warranties and Limitation of Liability. Every effort has been made to ensure the accuracy of the features and techniques presented in this publication.
However, Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the accuracy of this
publication.
The RightFax server is the computer that runs the fax server software. Do not install the software in the Program Files folder reserved for 64-bit
The server performs all the work required for sending and receiving program files.
faxes, including managing the fax database, converting documents into
fax images, adding signatures, overlaying forms, maintaining logs,
printing faxes, and creating fax cover sheets.
When you install RightFax, the complete suite of RightFax products is
installed. Product licensing determines the capabilities of the server and
which modules you can activate. You can upgrade the RightFax server
and purchase licenses for optional modules as needed. For information
about upgrading the server and adding new RightFax modules, see
Adding features and fax channels on page 54.
In addition to the installed software, Setup creates several Windows
services, adds RightFax configuration settings to the Windows
Registry, adds some configuration programs to Windows Control
Panel, and installs the FaxUtil, Enterprise Fax Manager, and Web
Admin client programs.
RightFax uses a SQL database to store all its data. If you do not
connect to an existing SQL server on your network during installation,
RightFax will install a SQL Server Express database on the RightFax
server.
RightFax software
All of the RightFax software is installed on the server in the folder you
specify during installation. By default, the software installs in the
C:\Program Files (x86)\RightFax folder.
After purchasing RightFax or any of its components, you will receive a When you configure the RightFax server, you can select that all client
confirmation email with user login and password and other information computers must run a minimum version of client software. For more
you need to access files at https://mysupport.opentext.com—the information, see the RightFax Administrator Guide.
central repository for RightFax software, upgrades, patches, and
documentation. Supported Microsoft Windows operating systems
RightFax server software is supported on the following server operating
Fax server requirements systems (with current updates):
Many of the software prerequisites for RightFax 20.2 are included with l Windows Server 2019
the RightFax software. RightFax Setup checks for required third-party
components and installs them if necessary. Some components, such l Windows Server 2016
as Microsoft service packs and Microsoft Exchange server, are not
provided. Hardware requirements
Refer to Microsoft documentation for the hardware requirements to run
Server and client combinations
your selected operating system.
Server and client features are interdependent. RightFax 20.2 features
require that both server and client computers run the latest version of Additional server requirements
the software.
l Microsoft Internet Information Services (IIS) 10.
The following combinations of RightFax server and client software
l A Windows account to run RightFax services. The account you
versions are supported but will result in a loss of new functionality:
choose must be a member of the local administrators group and
l RightFax 20.2 servers with RightFax 16 EP6, 16 EP4, and 16 EP2 must have the right to log on as service on the local computer.
client software.
l Reserved network ports.
l RightFax 20.2 client software with RightFax 16 EP6, 16 EP4, and
l Update for Universal C Runtime (CRT) in Windows.
16 EP2 server software.
l To run Web Admin, the Remoting Service must be set to a domain l SQL Server 2019 Enterprise Edition
account.
l SQL Server 2019 Standard Edition
The following required components can be installed as part of the l SQL Server 2019 Express Edition
RightFax Setup: l SQL Server 2017 Express Edition
l RightFax PostScript Printer Driver l SQL Server 2017 Enterprise Edition
l Microsoft Messaging Queue (MSMQ) Server l SQL Server 2017 Standard Edition
l Microsoft Primary Interoperability Assemblies 2005 l SQL Server 2016 Enterprise Edition
l Microsoft Visual C++ runtime components l SQL Server 2016 Standard Edition
l Microsoft .NET 4.7.2 Framework l SQL Server 2016 Express Edition
l Microsoft Data Access Components (MDAC)
l Microsoft Windows Installer 3.1 Account permissions for SQL connections
l Crystal Reports 13.0 runtime (used for FaxReporter and Enterprise The following accounts are required to establish SQL connections from
Fax Manager) the RightFax server to the RightFax database:
l An account to create the RightFax database during setup.
To install RightFax, you must log on to the computer using a Windows
l An account for RightFax services to access the RightFax database
account that is a member of the domain and local Administrators group.
during Setup and daily operations.
SQL requirements and information
SQL connection for Setup
The RightFax server maintains SQL databases that can reside on your Setup can create a new RightFax database using a fully automated
organization’s SQL server, on the RightFax server, or on SQL servers process. The account that creates the database during Setup requires
installed on virtual machines running in Microsoft Azure Infrastructure the following permissions:
as a Service.
l Create database
The RightFax Setup program will either:
This permission may not be needed if the SQL administrator has
l Connect the RightFax server to an existing SQL server, or created an empty database in advance of Setup.
l Install SQL Server 2017 Express on the RightFax server. l Create table
The following versions of Microsoft SQL server are supported: l Create procedure
l Create view
l Create rule
l Insert The following ASCII code pages are supported on the RightFax server
l Update and in RightFax client applications:
To use characters and symbols from non-English alphabets, the l 1257 Baltic: Estonian, Latvian, Lithuanian
RightFax server, SQL database, and client applications must be l 1258 Vietnam
l The VMware tool ThinPrint has been disabled before you install
Note Time strips are printed using the printer’s available symbol set.
RightFax client software on VMware virtual machines.
For characters on these lines to appear as expected, the code page on
the fax server must match the printer’s available symbol set. Because l The same time has been set on ESX host machine and the
TTI lines and quick headers are placed onto the fax image by your fax RightFax server virtual machine.
board, RightFax does not support the use of diacritical characters on
these lines. For information about general RightFax server requirements, see Fax
server requirements on page 6.
Virtualization support Fax board requirements
RightFax 20.2 server software is supported in the following
RightFax supports Dialogic Brooktrout fax boards. For a list of
virtualization environments:
supported fax board types, refer to https://mysupport.opentext.com.
l Amazon Web Services (AWS)
Fax boards can be installed in the physical computer running the
l Microsoft Azure RightFax server software or on a separate computer called a Remote
l Microsoft Hyper-V DocTransport. For information about using Remote DocTransport
computers, refer to the RightFax Administrator Guide.
l Citrix XenServer 6.2 or later
Each RightFax server can support a maximum of 1024 channels. Each
l VMware ESX server 3.0.1 or later DocTransport supports a maximum of 120 channels, in any
l VMware vSphere 4.0 or later combination of fax boards or SR140 instances.
VMware vMotion
l
Phone line requirements
Note that: The supported fax boards can make use of several different types of
phone lines: loop-start (regular analog phone lines), Direct Inward Dial
l Virtual RightFax servers may not contain fax board hardware. (DID), Dialed Number Identification Service (DNIS), Integrated
Therefore, sending and receiving faxes must be achieved by either: Services Digital Network (ISDN), and several types of digital phone
l Fax over IP (FoIP) or lines.
l Dialing rules that route faxes to and from a physical server Different types of fax boards support different types of phone lines. For
containing one or more fax boards. For more information about information on the types of fax boards that are compatible with your
creating dialing rules, see the RightFax Administrator Guide. available phone lines, refer to your fax board supplier or manufacturer.
l If a virtual machine is configured to use device printers on the host Loop-start phone lines
machine, you must manually add print drivers either through the
virtualization tools or EFM. Loop-start lines can be used for incoming or outgoing faxes. A line can
be installed by the local telephone company if one is not already
For VMWare virtual machines verify that:
available through your organization’s existing phone system. Loop-start included with your fax board.
lines are also called POTS (Plain Old Telephone Service) lines.
Integrated Services Digital Network (ISDN) phone
Direct Inward Dial (DID) phone lines lines
DID lines support inbound phone service only. A DID interface assigns ISDN is a worldwide standard communications network for digital data,
more than one telephone number to a pair of wires (a telephone trunk). voice, and video communication. The main advantages of ISDN over
This enables RightFax to automatically route faxes to the proper analog telephone lines are fast call setup and release and additional
destination in a multi-user system. cost-recovery information included with the call.
Example With one DID telephone trunk and one fax channel, 100
RightFax users can each have a private fax number. The company is PRI, BRI, E1, and T1 digital phone lines
assigned one DID trunk and 100 telephone numbers ranging from 239- RightFax supports PRI, BRI, E1, and T1 digital phone lines assuming
9400 to 239-9499. When any one of the numbers in this range is dialed you have purchased and installed the appropriate type of fax boards and
and the DID trunk is available, the telephone company connects to the network interface card. For more information about digital phone lines,
trunk and transmits the last few digits (three or four) of the dialed see the RightFax Fax Board Administrator Guide
number to the fax board. With these digits, called the routing code, the
fax board detects which one of the 100 numbers was dialed by the Antivirus exclusions
caller. The RightFax software routes the fax to the user with that routing
If your antivirus software interferes with the functioning of your
code.
RightFax system, try defining exclusions for all RightFax folders,
If the trunk is busy receiving a fax for one of the users, callers to any of executables, and related third-party applications.
the other 99 numbers encounter a busy signal. Because of this, you
may have to assign the range of DID telephone numbers to more than
one DID trunk. The number of trunks required depends on the traffic
demands on the system.
Because DID trunks only support inbound calls, you need one or more
additional loop-start telephone channels for sending faxes.
Caution Never plug a loop-start phone line into a DID fax board when
there is any voltage on the phone line. This will damage the fax board
and void all warranties.
A typical RightFax server installation includes the following steps: 7. As needed, installing additional features on remote servers, such
as Microsoft Exchange servers and Microsoft IIS web servers.
1. Installing the fax boards into the RightFax server chassis.
You do not need to have fax boards installed in the RightFax Step 1: Selecting setup options and features
server computer if you will use one or more remote DocTransport
computers or will install RightFax on a virtual server. For more Perform the following steps to begin installing a RightFax 20.2 server.
information about using remote DocTransport computers, see Before you begin
the RightFax Administrator Guide.
l Before you begin installing, use Windows Update to check for
2. Installing the RightFax server software using an existing SQL updates and install them. If you don’t check for updates before you
Server or SQL Server Express. To perform a silent (or begin, the installation may fail or leave the system unstable.
unattended) install, see Running a silent RightFax server
l For information about getting ready to install RightFax, see
installation on page 16.
Hardware and software requirements on page 6.
Note To install RightFax database schemas before installing l To install and configure RightFax Shared Services environments,
the RightFax server software, see Installing RightFax see Installing and configuring the Shared Services Module on page
database schemas on page 56. 34.
3. Configuring the RightFax Server, WorkServer, and
DocTransport modules. See the RightFax Administrator Guide. To select setup options and features
4. Adding an exception to the Windows firewall. See Adding an 1. Log on to the computer using a Windows account that is a
exception to the Windows firewall on page 15. member of the domain and local Administrators group.
5. Testing the fax boards. See the RightFax Fax Board 2. Run RightFax Setup.exe. RightFax Setup requires Microsoft
Administrator Guide. .NET Framework 4.7.2. If this software is not installed on your
system, Setup prompts you to install it. To install, click OK. To
6. Setting up users and other RightFax database objects. See the
cancel Setup and install .NET Framework 4.7.2 yourself, click install it. The install will fail if Microsoft Message Queuing is not
Cancel. installed.
3. Review the 3-Step Setup page of the wizard, and then click Click Next.
Next.
8. Select the SQL Server option appropriate for your RightFax
4. Read the RightFax license agreement, and then click Next. implementation:
5. Select one of the following installation options, and then click l To connect the RightFax server to your organization’s SQL
Next: server, click Use an existing SQL Server.
l Typical RightFax Server. This includes all core server l To install SQL Server Express and create the database on
components, RightFax Enterprise Fax Manager, FaxUtil, the RightFax server, click Install SQL Server Express
Web Admin, and Web API. Edition on this computer, and then select an installation
option.
If this computer will not use FoIP or fax boards, you can clear
the Include fax board and FOIP drivers check box. 9. If you selected to install SQL Server Express, do one of the
l Typical Web Server. See Installing Web applications on following, and then click Next:
page 19. l To install an instance of SQL Server Express specifically for
l RightFax Exchange Connector. See the RightFax use with RightFax on the RightFax server, click Typical.
Connector for Microsoft Exchange Administrator Guide. l To install SQL Server Express interactively, click Custom.
l Custom. Select this option to manually select the 10. RightFax requires the following TCP ports: 10520, 10521, and
components to install. The initial selections are those for the 10522 (RPC (API and clients)), 10062 (DocTransport), 34001,
Typical RightFax Server. 34987, and 34988 (Remoting), and 36363 (Licensing). To prevent
other applications from using these ports, click Reserve ports,
6. The Preview requirements for selected features list shows
and then click Next.
third-party software that is installed (OK), will be installed
automatically (Must Install), or will require your input during Note If the Windows Server firewall blocks incoming
installation (Requires Info). If an error appears in the preview connections on a port, you need to add an exception to the
(Error appears in the Status column), then click Cancel and firewall. See Adding an exception to the Windows firewall on
correct the problem. This may include installing a missing page 15.
program or selecting different features. If you don't fix the
problem, then the install will fail. Click Next. 11. To apply your settings and install required third-party software
(and if selected, SQL Server Express), click Apply. This will
7. On the Install Microsoft Message Queuing page, select
take several minutes. See Step 2: Installing the RightFax
Install Microsoft Message Queuing. If you wish to install
software on the next page.
Microsoft Message Queuing yourself, then click Cancel and
Step 2: Installing the RightFax software Step 3: Configuring the RightFax server
After you selected the options and features, and if selected, installed After installing the RightFax Product Suite, Setup prompts for
SQL Server Express, Setup is ready to install the RightFax Product configuration settings and license activation.
Suite.
1. On the Ready to configure page, click Next.
To install the RightFax software 2. On the Select the Windows account for RightFax services
1. On the Ready to install page, click Next. page, select the service account, and then click Next.
2. Choose your installation folder, and then click Next. l To use the local system account, click Local System
Account. This option is not recommended if the system
3. Select one of the following, and then click Next:
requires access to a network in the organization.
l Configure web settings. If more than one web site is l To enter a different Windows account, click This Account,
available, click the IIS Site in the list. and then enter the account and its credentials. The account
Setup will configure IIS settings associated with the must be a member of the local administrators group.
RightFax web applications you selected to install. These l To verify the account credentials, click Test Account.
settings include the creation of virtual directories, enabling
web service extensions, and setting access permissions. 3. If you selected a typical installation of SQL Server Express, then
Select the Enable single sign on check box if you wish to go to step 7 to activate RightFax features and review the license
enable single sign on (SSO) for Web Admin, FaxUtil Web, agreement.
and RightFax Analytics. If you selected a custom installation of SQL Server Express or
Integrated Windows authentication is required for single sign selected to use an existing SQL server, select one of the
on. If you enable single sign on, then users can only log in to following database options, and then click Next:
Web Admin and FaxUtil Web with Windows authentication. l Create New RightFax Database This option creates a new
They cannot log in with RightFax credentials. RightFax database for use with a new RightFax server.
l Do not Configure web settings. You will have to perform l Use a Pre-configured Database This option adds the
the advanced configuration yourself. RightFax schema and other data to a database that has been
created prior to installing RightFax. Go to step 5 to choose a
For information about installing and configuring web applications, name for the database.
see Installing RightFax web applications on page 18. l Add to Shared Services Database If you have purchased
4. To install, click Apply. Setup installs the RightFax Product the Shared Services Module, this option adds the server to
Suite. This will take several minutes. See Step 3: Configuring the Shared Services environment. For instructions, see
the RightFax server below. Installing and configuring the Shared Services Module on
a. In the Server name box, enter the name or browse to a. In the Authentication box, select the authentication
select the RightFax server. type.
l If you select Windows Authentication, then the
Note If your existing SQL server uses a port number system will use the account specified in step 2 (earlier
other than the default of 1433, you must specify the port in this section) for use by the RightFax services.
number during Setup using the following syntax:
l If you select SQL authentication, then in the User
SQLServer,55123 or
name box, enter the user name for the SQL account.
SQLServer\MyInstance,55123
In the Password box, enter the password for the
b. In the Authentication box, select the authentication account.
type.
b. In the Driver list, select the driver for the SQL
l If you select Windows Authentication, then the connection.
system will use the account that is currently logged on
7. On the RightFax Activation page, click Launch Licensing
Utility to activate RightFax and optional modules. For more To activate RightFax
information, see Activating RightFax below.
1. On the RightFax Activation page, click Launch Product
8. Depending on the features you have licensed, the Select Image Licensing Utility.
Settings page may appear. Select one or both of the following
2. To activate RightFax over the internet, click Activate; to
options, and then click Next.
activate RightFax using a license file, click Import.
l Enable high resolution faxing. The RightFax server will
send and receive high resolution faxes. 3. If you are activating over the internet, type an email address and
the SUID, and then click Activate.
l Enable image encryption. The RightFax server will encrypt
the fax image files. 4. After successful activation, read the RightFax license
agreement, click Accept, click OK, and then click Close.
9. Click Apply. This will take several minutes.
10. After activating RightFax, depending on the options you selected Understanding the default RightFax security
you may have one or more of the following options:
settings
l To configure fax channels, click Configure Fax Channels.
For information about configuring DocTransports, see the To secure the RightFax server, RightFax Setup installs a self-signed
RightFax Administrator Guide. certificate, the IIS server is configured to use HTTPS, and secure
TCP/IP is enabled.
l To import users, click Configure User Sync. For
information about configuring the Sync Module, see the If you prefer to replace the self-signed certificate with one from your
RightFax Administrator Guide. organization, you can perform this task after the RightFax installation.
For instructions, refer to Microsoft documentation.
l To configure SQL connections, click Configure SQL
Connections. For more information, see the RightFax If you prefer to reduce security, you can remove the self-signed
Administrator Guide. certificate and configure IIS to use HTTP. For instructions, refer to
Microsoft documentation. To disable secure TCP/IP, refer to the
l To view a log of the installation steps, click View RightFax Administrator Guide.
Installation Log.
Adding an exception to the Windows firewall
11. Click Finish. The RightFax Product Suite Setup wizard closes.
The installer adds exceptions for reserved RightFax ports and services
to the Windows firewall. If you find that the firewall blocks a RightFax
Activating RightFax port, you can add an exception to the firewall.
You can activate RightFax using the Internet or using a local license To add an exception
file. For detailed information, see Activating RightFax components on
page 54. 1. In Windows Control Panel, double-click Windows Firewall.
2. In the left panel, click Allow an app or feature through
Windows Firewall. To create an XML file for unattended installations and then
3. Click Allow another program, and then click Add. install on multiple servers
1. On the computer where the RightFax server or component will
4. In the Add a program window, browse to c:\program files
be installed, log on using a Windows account that is a member of
(x86)\RightFax\Bin\faxrpc.exe, and then click Open. RightFax
the domain and local Administrators group.
RPC Module appears in the list of programs.
2. Place the installation files on the computer.
5. Click Add.
3. At the command prompt, enter the following command:
To verify that the system can connect
setup.exe /record=true
Type:
4. Complete the Setup wizard and the instructions Step 1:
"telnet <rfservername> <portnumber>" Selecting setup options and features on page 11, Step 2:
A flashing cursor means the port is now open. Installing the RightFax software on page 13, and Step 3:
Configuring the RightFax server on page 13.
Running a silent RightFax server installation 5. The wizard will prompt you to save the XML file. Save the file
You can perform a silent (or unattended) installation of the RightFax with any file name.
server or a server component. The silent installation can be used to To silently install the server or component on another computer,
install any or all of the features that are available in Setup.exe. The complete the following steps.
silent installation cannot be used to perform a custom installation of
6. If you want the installation program to activate the server via the
SQL Express.
Internet during the installation, then edit the XML file. Locate the
To prepare for the silent installation, you must first run Setup.exe with a <SUID> and <EmailAddress> tags. In the <SUID> tag, enter
command to record the settings in an XML file. You then use the XML the System Unique ID (SUID) for the component that will be
file to silently install the server or component on another computer. To activated. In the <EmailAddress> tag, enter a valid email
install a different server configuration or component, you must run address. These entries are required.
Setup.exe and create a new XML file.
7. Place the XML file and the installation files in the same folder on
To activate the server or component, you have the following options: the computer where the server or component will be installed. At
l The installation program can activate the server or component via the command prompt, enter the following command:
the Internet during the installation. The server must be connected to setup.exe /Unattended=true /allowShutdown=true
the Internet. /Settings=filename.xml
l You can activate the server or component after the installation. 8. If you elected to activate the server or component after the
installation, see Adding features and fax channels on page 54 for
instructions.
The information and instructions provided in this section assume you necessary. Some components, such as Microsoft service packs, are
have a functional RightFax server that is licensed to use RightFax web not provided.
applications. For information on installing RightFax server software,
l Microsoft Data Access Components
see Installing RightFax server software on page 11. To activate
RightFax web applications, see Adding features and fax channels on l Microsoft Internet Explorer (IE) 8 or later
page 54. l Microsoft Internet Information Services (IIS) 10
With the exception of the Web API, web applications can be installed l Microsoft Internet Information Services Management Tools
either on the same computer as the RightFax server software or on a
separate dedicated IIS server: The following required components can be installed from RightFax
l RightFax Certified Delivery. Requires the RightFax SecureDocs Setup:
Module.See the RightFax SecureDocs Module Administrator Guide. l Microsoft .NET Framework
l RightFax FaxUtil Web. l Microsoft Visual C++ runtime components
l RightFax Web API. Must be installed on the RightFax server. l Microsoft Windows Installer 3.1
l RightFax Web Admin
l RightFax SharePoint Web Service. Requires SharePoint. See the Additional IIS server requirements and information
RightFax SharePoint Gateway Module Administrator Guide. The following additional IIS requirements may apply:
l When you install the RightFax web applications, you can have
Certain Multifunction Printer (MFP) device connectors require IIS on the
RightFax Setup create the required Web (IIS) settings. Otherwise
Fax Server for file transfer between the MFP device and Fax Server.
you must create them yourself. See Configuring IIS settings if web
applications were not configured during installation on page 21.
IIS server requirements
l If you are installing an application that sends faxes from the
Many of the third-party software that is required for the RightFax Web
RightFax Web API in a Shared Services system, change the
applications are included with the RightFax software. RightFax Setup
checks for the required third-party components and installs them if
account of the Application Pool that hosts the RightFax Web API. installation (Requires Info). If an error appears in the preview
Unless you change it, the name of the Application Pool is RightFax. (Error appears in the Status column), then click Cancel and
Change the Identity from ApplicationPoolIdentity to a domain correct the problem. This may include installing a missing
account that has full access to the attachments folder. For program or selecting different features. If you don't fix the
information about the attachments folder, see Configuring data problem, then the install will fail. Click Next.
sharing on page 39.
7. To apply your settings and install required third-party software,
The Shared Services Module is licensed separately. click Apply. This may take several minutes. On the Ready to
install page, click Next.
Installing Web applications 8. Choose your installation folder, and then click Next.
To install Web applications on an IIS server 9. To install, click Apply. Setup installs the RightFax Product
1. Log on to an Internet Information Services (IIS) server using a Suite. This will take several minutes. On the Ready to
Windows account that is a member of the domain and local configure page, click Next.
Administrators group. 10. On the Configure Web Applications page, select the Enable
2. Run RightFax Setup.exe. RightFax Setup requires Microsoft single sign on check box if you wish to enable single sign on
.NET Framework 4.7.2. If this software is not installed on your (SSO) for Web Admin, FaxUtil Web, and RightFax Analytics.
system, Setup prompts you to install it. To install, click OK. To Integrated Windows authentication is required for single sign on.
cancel Setup and install .NET Framework 4.7.2 yourself, click If you enable single sign on, then users can only log in to Web
Cancel. Admin and FaxUtil Web with Windows authentication. They
3. Review the welcome page, and then click Next. cannot log in with RightFax credentials.
4. Read and accept the license agreement, and then click Next. 11. Select one of the following, and then click Next:
l Configure web settings. If more than one web site is
5. Select one of the following installation options, and then click
available, click the IIS Site in the list.
Next:
l Typical Web Server. This includes Web Admin and the Setup will configure IIS settings associated with the
Web API. RightFax web applications you selected to install. These
settings include the creation of virtual directories, enabling
l Custom. Select this option to select the Web-based web service extensions, and setting access permissions.
components to install. The initial selections are those for the
Typical RightFax Server. l Do not Configure web settings. You will have to perform
the advanced configuration yourself.
6. The Preview requirements for selected features list shows
third-party software that is installed (OK), will be installed 12. Click Next to allow Setup to stop IIS, and then click Apply.
automatically (Must Install), or will require your input during Setup configures the web settings. This will take several
5. Restart the IIS server. entire Default Web Site, or for the SecureDocs virtual directory,
which is created when Certified Delivery is installed.
6. Configure the web application.
5. Restart the Default Web Site.
Configuring IIS settings if web applications were not
configured during installation URL for RightFax web applications
If you selected not to configure web settings while installing web In the following examples, <servername> is the machine name of the
applications, you must create these IIS settings yourself. You should IIS server where each web application is installed.
have a working knowledge of Microsoft Internet Information Services.
Note Some RightFax web applications rely on cookies for
RightFax FaxUtil Web and SharePoint Web Service by themselves do information. Do not disable cookies on client machines.
not require the additional setup as RightFax makes the changes when
you select the feature. Analytics
To manually set up the web applications l http://<servername>/RightFax/Analytics or
1. Register ASP.NET as a Web Service Extension. l https://<servername>/RightFax/Analytics
2. Create a new application for each RightFax web application you
have installed. Configure each site with the following attributes:
Certified Delivery
l Create a unique site alias. We recommend using the default l http://<servername>/SecureDocs
names of RightFax\Admin (Web Admin), SecureDocs
(RightFax Certified Delivery), and RightFax\User(RightFax FaxUtil Web
FaxUtil Web) l http://<servername>/RightFax/User or
l The path to all RightFax Web content is installed during l https://<servername>/RightFax/User
Setup to the \RightFax\WebApps folder, where each
application has its own folder. Servers
l Set directory permissions to: Read, Run Scripts, Execute, l http://<servername>/RightFax/Server or
and Browse.
l https://<servername>/RightFax/Server
l Set Authentication to Anonymous Authentication.
l Set ASP.NET to version 2.0 or later. Web Admin
3. Enable Active Server Pages, ASP.NET, and ISAPI l http://<servername>/RightFax/Admin or
Extensions for all RightFax web sites. l https://<servername>/RightFax/Admin
4. If using Certified Delivery, enable Parent Paths either for the
authority, install the signed response certificate on the IIS Configuring users to receive email notifications of
server. Under Certificate, click Upload. In the Upload
Certificate dialog box, click File name, and select the signed
faxes
response certificate. To configure users to receive email notifications
10. Select Upload signed response, and then click Ok. Configure each user who receives email notification of a fax with a
URL.
11. Under Security, click Change. In the Change Security dialog
box, select the root certificate, and then select the Use 1. In Enterprise Fax Manager, double-click a user to edit. The User
TLS/SSL check box. Edit dialog box opens.
2. On the Inbound Routing tab, in the Routing Type box, click
Configuring RightFax Web Delivery Fax Mailbox.
With RightFax Web Delivery users receive an email notification with a 3. On the Notification tab, in the Method box, select the email
link to the fax image on the RightFax server instead of an email gateway you have installed, such as Microsoft Exchange.
attachment. When the user clicks the link or pastes the URL into a 4. In the Notification Address/Info box, type the user's email
browser window, the fax opens in FaxUtil Web. Users reply to, forward, address.
and delete the faxes in FaxUtil Web.
5. To activate email notification of fax status, select one or more of
You can set up Web Delivery for users in the network served by your the boxes under Notification about outbound faxes or
RightFax server. The link and URL in the email notification do not work Notification about received faxes. These faxes will be stored
outside this network. only on the RightFax server, and a link to the fax will be included
To implement Web Delivery in the notification email.
1. Set up Windows authentication, if needed.
Configuring notification messages to include URLs
2. Configure the server for Web Delivery. See the advanced server
configuration settings for Web Delivery in the RightFax Some notification messages can include a URL link to the fax on the
Administrator Guide. fax server. To configure a notification message to include a URL link,
insert the appropriate variable in the custom message.
3. Configure users to receive email notifications of received faxes.
See Configuring users to receive email notifications of faxes Example In the following new fax notification message ~6 will be
below. replaced by the URL link: “You have received a fax; click here to view it
~6.”
4. Configure notification messages. See Configuring notification
messages to include URLs below. For detailed information about notification messages and their variable
options, refer to the documentation for configuring custom messages
and user messages in the RightFax Administrator Guide.
Using the following Windows-based RightFax client applications, users Adobe Reader registry and requires that the Administrator
can send and receive faxes via the RightFax server and administrators performing the install has write access to the Windows registry on
can manage RightFax servers from remote computers: the client.
l Enterprise Fax Manager. RightFax administrators use this l FaxUtil. The fax mailbox tool used to send, receive, view, edit, and
application to manage all aspects of the RightFax servers on the manage faxes.
network, such as managing users and other database objects, FaxUtil should be installed on all computers where RightFax users
starting and stopping RightFax services, and monitoring server will send and receive faxes, unless you will install alternative client
statistics. applications such as FaxUtil Web, the client for Microsoft Outlook
Install Enterprise Fax Manager (EFM) on all computers used for (see the RightFax Connector for Microsoft Exchange Administrator
managing the different aspects of the RightFax servers. For more Guide), or the Lotus Notes client (see the RightFax Lotus Notes
information, see the RightFax Administrator Guide. Module Administrator Guide).
l Print Driver. With the Print Driver installed, users can fax l Outlook add-ins. RightFax Outlook add-ins enable advanced fax
documents from the applications in which they were created, such functionality in your users’ Outlook mailboxes.
as Microsoft Word. The print driver also adds an icon (RightFax Install RightFax Outlook add-ins on computers running Microsoft
FaxCtrl Module) in the notification area on the Windows taskbar Outlook if you have licensed the RightFax Connector for Microsoft
where users can configure fax options, run fax client applications, Exchange. For information about selecting and using the RightFax
send faxes, and set the default printer. Outlook add-ins, refer to the RightFax Connector for Microsoft
Install Print Driver on all computers where RightFax users will send Exchange Administrator Guide.
and receive faxes.
The client applications can be installed in the following languages:
Adobe Reader Helper. For Adobe Reader 11 or later, select to
perform a Custom install and then select the Adobe Reader Helper l English
check box under RightFax Print Driver. This setting ensures that l French
Adobe Reader can print to the RightFax Print Driver. It modifies the
l French Canadian
l Microsoft Windows 8 In addition to requiring a PCL or PostScript printer driver, all RightFax
client computers must have network access to the HPFAX print queue
Ensure that the operating system is installed with print drivers, and on the RightFax server.
install the latest Windows updates.
Decreasing FaxUtil load time
The minimum hardware requirements for the client computer vary
depending on the operating system you are running. See Microsoft If the RightFax server contains a large number of users, FaxUtil can be
documentation for Windows hardware requirements. noticeably slow to load.
To decrease load times, you can create registry entries on the client
Additional client computer requirements computer that prevent the records of some users from loading
If required by the features that you select, one or more of the following automatically when the user starts FaxUtil. The records will be loaded
components will be installed during the RightFax Setup: only when a user action in FaxUtil requires it. You can create registry
l Crystal Reports 13.0 runtime (if using Enterprise Fax Manager) entries for the following:
l Administered users. Users that appear in the FaxUtil mailboxes of silent install to do so. For more information, see Creating an automated
RightFax administrators and group monitors. When the client client install or uninstall on the next page.
registry key LoadAdministeredUsers is set to 0, these users do not
load automatically. To set the DisableRememberPassword keyword
Type: REG_DWORD
l Unprotected users. Users with the Unprotected Mailbox
permission that appear in all FaxUtil user lists as though they Default: 1 (The "Remember password" option is disabled)
granted everyone delegate access to their fax mailboxes. When the
client registry key LoadUnprotectedUsers is set to 0, these users do Installing the client applications
not load automatically.
The RightFax client applications are installed using the setup program
located in the Client folder of the RightFax Product Suite. Do not use
For RightFax administrators, it may be necessary to disable loading of the setup.exe that you used to install the server software. Depending on
both administered and unprotected users. For other FaxUtil users, it the settings you chose, you will be asked to reboot your machine to
may be sufficient to disable the loading of unprotected users only. complete the installation.
You must shut down FaxUtil before setting the registry keys. For more
To install the RightFax client applications
information, see the RightFax Administrator Guide.
1. Log on to the computer using a Windows account that is a
To set the LoadAdministeredUsers and LoadUnprotectedUsers member of the domain and local Administrators group.
keywords
2. From the Client folder, run Setup.exe. RightFax client
Modify the Windows Registry to add the REG_DWORD values to applications setup requires Microsoft .NET Framework. If this
HKEY_LOCAL_MACHINE\Software\RightFAX Client\FUW32 (x64: software is not installed on your system, Setup prompts you to
HKEY_LOCAL_ install it. To install, click OK. To cancel Setup and install .NET
MACHINE\Software\Wow6432Node\RightFax\Faxserver). When Framework yourself, click Cancel.
users run FaxUtil for the first time, they will automatically be configured
to disable the loading of users. 3. Review the welcome page, and then click Next.
Type: REG_DWORD 4. Read and accept the license agreement, and then click Next.
Default: 0 (users do not load automatically) 5. Select one of the following installation options, and then click
Next:
Disabling the "Remember password" option for l Typical Client. This includes FaxUtil, RightFax print driver,
FaxUtil and RightFax Outlook add-ins.
The FaxUtil login window includes a "Remember password" option. l Admin Client. This includes Enterprise Fax Manager and
You can disable this option to prevent users from inadvertently saving FaxUtil.
their account credentials on a centralized workstation. l Custom. Select this option to select the features to install.
You can manually add registry key DisableRememberPassword to
HKEY_LOCAL_MACHINE\Software\RightFAX Client\FUW32 or use a 6. The Preview requirements for selected features list shows
13. In the RightFax Server Protocol box, select the network l For client upgrades, perform a silent uninstall before the silent
protocol for communicating with the specified RightFax server, install.
and then click Next. To detect the protocol, select Automatic.
Note The silent uninstall will not uninstall the prerequisites.
The default protocol is secure TCP/IP.
14. To complete setup, click Apply.
15. When setup is complete, you can click View Installation Log to
Installing the print processor for 64-bit operating
view a log of the installation steps. systems
Click Finish to close the RightFax Product Suite Setup. For client machines running 64-bit operating systems, install the
RightFax Print Processor x64.msi before installing the RightFax client.
Caution Do not install the RightFax Print Processor x64.msi on 32- Option Parameter Description
bit operating systems.
INSTALLDIR= “folder name and The destination folder on the server
The RightFax print processor installation uses the following msiexec path” where the RightFax software is
switches: installed. The value must end with a
backslash (\). The default is
Option Parameter Description C:\program files\rightfax\
/i “MSI name and Install the specified print processor. Example
path“ INSTALLDIR="C:\Program
Example /i“RightFax Print
Files\RightFax\"
Processor x64.msi”
RUNFROMSETUP= 1 Do not run the installation from setup.
/x “MSI name and Uninstall the specified print processor.
path“ Example RUNFROMSETUP=1
Example /x“RightFax Print
Processor x64.msi”
Example A typical command line to install the print processor on a 64-
/q b Display a basic user interface (progress indicators bit client machine:
and completion message).
msiexec.exe /i "RightFax Print Processor x64.msi"
n Display no user interface. /qn RUNFROMSETUP=1 INSTALLDIR="C:\Program Files
Example /qn (x86)\RightFax\"
HEKY_USERS (HKU) 7. In the RemoteApps Programs list, select the check box next to
each RightFax client application you wish to make available over
HKU\*.*\RightFax Fax Printer
Remote Desktop Services. When finished, click Next.
HKU\*.*\RightFax Fax Printer\
8. Review your application settings and click Finish.
HKU\*.*\RightFax Client\
Installing and configuring the RightFax client Troubleshooting the client installation and
for remote use configuration
Using Remote Desktop Services on the Windows server you can run The following table lists the most common error messages that may
RightFax applications remotely, thus making a single installation of the appear after installing the RightFax client applications, the probable
RightFax client available to an unlimited number of simultaneous users. causes, and solutions.
Install the RightFax client on a supported version of Windows Server Error or error message Possible solutions
and select the RightFax applications to run as remote applications. The server is unavailable Verify that the RightFax Database module and
This installation supports, but does not require, Citrix XenApp 5.0 or RightFax RPC Server module services are
later. running on the RightFax server.
The common network protocol l Try running a client on the same LAN segment
Note Print-to-fax can only be used from published applications
being used is not routed as that of the server. Modify the appropriate
opened within the same user session as FaxCtrl.
between LAN segments bridge or routers to route the proper
Another option is to make the Windows server's full desktop available. protocols.
To set up this option, refer to your Windows documentation. l Update the server and clients to use a routed
To install and configure the RightFax client for remote use protocol.
1. Log on to the Windows server using an account with l If the server computer has multiple network
administrative access. adapters installed, try removing all but one of
the adapters and allow other routers on the
2. In the Command Prompt window, type change user /install. network to route the packets.
3. Install the RightFax client application according to the
instructions in Installing the client applications on page 26. User ID was not found in RightFax has its own list of fax users, and the
database specified user ID is not on that list. You can use
4. In the Command Prompt window, type change user /execute. Enterprise Fax Manager or Web Admin to add
5. Open RemoteApp Manager. users. The users “Administrator” and “Default” are
provided by RightFax when it is first installed.
6. under RemoteApps program, on the Task menu, click Publish
RemoteApp Programs.
You can multiply server capacity by combining two or more RightFax Example 1
servers in a Shared Services environment. Multiple RightFax servers
are installed and configured to share a database and corresponding
resource folders. The benefits of the Shared Services Module include:
l Increased throughput for sending faxes due to internal load sharing
among RightFax services.
l Multiple RightFax servers share all SQL stored data (for example
users, delegates, phonebook entries, distribution lists, and
document data such as fax status).
l Redundant data is eliminated thus saving storage space.
l Remote RightFax services can be shared by multiple machines to
balance the workload from many RightFax clients.
Example 2 Example 3
l Two RightFax servers share a SQL database. l Two RightFax servers share a SQL database.
l Common disk storage is used to store shared RightFax resources. l Common disk storage is used to store shared RightFax resources.
l DocTransport services are located on remote servers to off-load DocTransport and WorkServer services are located on remote
processing from the RightFax servers. servers to off-load processing from the RightFax servers.
l Dialing rules specify the DocTransport services and RightFax l Dialing rules specify the DocTransport services and RightFax
servers from which documents will be sent. servers from which documents will be sent.
Example 4
System requirements
The requirements for RightFax Server environments are described in
Hardware and software requirements on page 6. In addition, the Shared
Services environment requires:
l A minimum of two RightFax servers capable of network
communication. Each must be licensed for the Shared Services
Module.
l A maximum of 12 RightFax servers joined to the Shared Services
environment. Each must be licensed for the Shared Services
Module.
l An existing SQL Server. SQL Express is not supported.
When installing the first server, select to create a new database, for program or selecting different features. If you don't fix the
all subsequent servers, select to add to a Shared Services problem, then the install will fail. Click Next.
database.
7. Click Use an existing SQL Server, and then click Next. This
l After installing the RightFax server software, each server in a option adds a RightFax database instance to an existing SQL
Shared Services environment must be configured to have a server running on your network
DocTransport for outbound faxing or dialing rules that specify a fax 8. RightFax requires the following TCP ports: 10520, 10521, and
be sent from a specific server. For more information about this and 10522 (RPC (API and clients)), 10062 (DocTransport), 34001,
other configurations, see the RightFax Administrator Guide. 34987, and 34988 (Remoting), and 36363 (Licensing). To prevent
other applications from using these ports, click Reserve ports,
To install RightFax server software in a Shared Services and then click Next.
environment 9. To apply your settings and install required third-party software,
1. Log on to the computer using a Windows account that is a click Apply. This will take several minutes. On the Ready to
member of the domain and local Administrators group. install page, click Next.
2. Run RightFax Setup.exe. 10. Choose your Installation Folder, and then click Next.
3. Review the welcome screen, and then click Next. 11. To install, click Apply. Setup installs the RightFax Product
4. Read and accept the license agreement, and then click Next. Suite. This will take several minutes. On the Ready to
configure page, click Next, or click Stop to do so at a later time.
5. Select one of the following installation options, and then click When you run Setup later, it will resume at this point.
Next:
l Typical RightFax Server. This includes all core server 12. On the Select the Windows account for services page, select
components, RightFax Enterprise Fax Manager and FaxUtil. the service account, and then click Next.
l The local system account is not recommended for use in a
If this computer will not use FoIP or fax boards, you can clear
Shared Services system.
the Include fax board and FOIP drivers check box.
l To enter a different Windows account, click This Account,
l Custom. Select this option to manually select the and then enter the account and its credentials. The account
components to install. The initial selections are those for the must:
Typical RightFax Server.
l Be a member of the local administrators group
6. The Preview requirements for selected features list shows l Have the right to log on as a service on the local
third-party software that is installed (OK), will be installed computer.
automatically (Must Install), or will require your input during
installation (Requires Info). If an error appears in the preview To look up a user account, click Browse.
(Error appears in the Status column), then click Cancel and
correct the problem. This may include installing a missing To verify the account credentials, click Test Account.
13. Click the appropriate database option for the RightFax server select it.
your are installing, and then click Next.
d. In the Driver list, select the driver for the SQL
l For the first RightFax server, click Create New RightFax connection.
Database.
l For all subsequent installations, click Add to Shared 15. On the Define a SQL connection for RightFax services page,
Services Database. When prompted, point the install to the enter the account you set up for daily operations of RightFax.
SQL database that you defined for the first server. See Account permissions for SQL connections on page 7.
a. In the Authentication box, select the authentication
14. On the Define a SQL connection for Setup page, enter the type.
account to use during setup. (See Account permissions for SQL l If you select Windows Authentication, then the
connections on page 7.) Make the following entries, and then system will use the account specified in step 12
click Next. (earlier in this section) for use by the RightFax
services.
a. In the Server name box, enter the name or browse to
select the RightFax server. l If you select SQL authentication, then in the User
name box, enter the user name for the SQL account.
Note If your existing SQL server uses a port number In the Password box, enter the password for the
other than the default of 1433, you must specify the port account.
number during Setup using the following syntax:
SQLServer,55123 or b. In the Driver list, select the driver for the SQL
SQLServer\MyInstance,55123 connection.
b. In the Authentication box, select the authentication 16. On the Shared Services Data Locations page, you can specify
type. the location for data that is shared between servers. The file path
l If you select Windows Authentication, then the will be replicated to each node. If you wish to prevent the file
system will use the account that is currently logged on path from being copied, clear the check box Share these paths
to Windows. with other servers. If you want to skip this step, you can enter
the path at a later time.
l If you select SQL authentication, then in the User
name box, enter the user name for the SQL account. 17. On the RightFax Activation page, click Launch Licensing
In the Password box, enter the password for the Utility to activate RightFax and optional modules. For more
account. information, see Activating RightFax on page 15.
18. Depending on the features you have licensed, the Select Image
c. If you are not creating a new RightFax database, then in Settings page may appear. Select one or both of the following
the Database box, enter the database name or browse to options, and then click Next.
l Enable high resolution faxing. The RightFax server will To configure data sharing
send and receive high resolution faxes.
1. In the Server Configuration window, click the Data Sharing
l Enable image encryption. The RightFax server will encrypt tab.
the fax image files.
4. Click Apply.
19. After activating RightFax, depending on the options you selected
you may have one or more of the following options:
l To configure fax channels, click Configure Fax Channels.
For information about configuring DocTransports, see the
RightFax Administrator Guide.
l To import users, click Configure User Sync. For
information about configuring the Sync Module, see the
RightFax Administrator Guide.
l To configure SQL connections, click Configure SQL
Connections. For more information, see the RightFax
Administrator Guide.
l To view a log of the installation steps, click View
Installation Log.
Native documents CMDDATA Contains transaction files for 4. Share permissions must be given to the account used to run the
each fax sent via email or via Server module and DocTransport module. This account must
SecureDocs. have full control of these folders. To specify this account, click
Select Service Account.
Configuration files Config Contains the files used to control
fax conversions. 5. Click OK, and then restart remote WorkServers if you updated a
shared location.
You must maintain all
customizations and custom files
in this location. Copying service configuration settings to
Scheduled reports REPORTS Contains the reports that are other nodes
generated on a schedule set in In a Shared Services environment, you can create service configuration
EFM. settings on one server, save them, and then copy them to the other
nodes. The following table shows the services and settings that will be
copied.
Maintenance is a collection of daily tasks that help maintain an efficient because RightFax has no record of their existence and cannot access
SQL database. Maintenance tasks can be run by any server on a first them.
come first serve basis.
To manually delete orphan image files from the RightFax server or to
create a list of faxes that do not have images, use the Orphan.exe
Aging and purging utility. See the RightFax Administrative Utilities Guide.
The aging process evaluates the age of each fax on the RightFax
server. When a fax exceeds the age limit, it is marked for deletion. The Recovery
marked faxes are later deleted by the purge process. Until then, the
The RightFax event queue is stored in the SQL database on the SQL
marked faxes can be recovered and can be queried for reporting
server, and it is shared among RightFax servers. The queue is
purposes. The age limit for faxes is defined for each RightFax user
persistent, that is, it retains its objects and values if the RightFax
group in Enterprise Fax Manager.
Server module stops. If one of the RightFax Server modules in the
The purging process removes faxes from the SQL database that are shared configuration stops, it is not necessary to rebuild the queue. The
both marked for deletion and have reached the configured limit. The recovery process is performed daily on the RightFax servers as a fail
purging process deletes the corresponding image files that are stored in safe.
the Image directories on the RightFax servers in the shared
configuration. Configuring the maintenance processes
To set up automatic fax aging, see the RightFax Administrator Guide. Each maintenance process is an event that is stored in the event queue
To run the fax aging utility program, see RightFax Administrative on the SQL server. When a maintenance event is queued, one RightFax
Utilities Guide. server will perform maintenance on a first-come, first-served basis.
Aging is performed before purging.
Orphan scanning The default time for maintenance is 2 AM. The time is set in the Server
The orphan process scans the \RightFax\Image directories on the Module Configuration on the Advanced tab.
RightFax servers for fax image files that are not referenced by any
document or library document in the SQL database. Also, it identifies
faxes that do not have images. The image files are called orphans
Caution The RightFax server software architecture is not fully This group must include:
cluster-aware with replayable transaction logs. This can lead to loss l A disk resource
of in-process data during a cluster failover, such as in-process faxes
l A server name resource
failing conversion and fax conversions being delayed, lost, or
unrecoverable. l An IP address resource
Installing the cluster servers Important If SQL Server is installed on the same cluster, add the
RightFax resources to the cluster group containing the SQL instance.
Before you install RightFax, configure two servers with the following
For each RightFax resource, create a dependency upon the SQL
components:
instance. This will prevent the RightFax services from attempting to
l Microsoft Cluster Service (MSCS). start if the SQL instance is unavailable.
l Windows Application Server role with Distributed Transaction For more information about SQL requirements for RightFax, see SQL
Coordinator (MSDTC). requirements and information on page 7.
Ensure that both servers pass the Microsoft Cluster Validation tests. Installing remote DocTransport servers
Configuring the cluster group Phone lines and T1 lines cannot be clustered and will not fail over in the
event of a hardware problem. Install the fax boards on remote
Create a new cluster group specifically for RightFax resources. All of DocTransport servers. When prompted during remote DocTransport
the clustered RightFax resources must be maintained in a single cluster installation, enter the server name (clustered instance name if
group to provide failover protection. applicable) and credentials.
For more information about remote DocTransports, see the RightFax 7. Confirm that the disk resources are back online and are owned
Administrator Guide. by the secondary node.
8. Switch to the secondary node and delete the entire RightFax
Optional components
directory from the shared drive.
If your organization uses the optional RightFax Integration Module,
9. On the secondary node, install the RightFax server software on
install Print Services for Unix. For more information, see Configuring
the shared drive. Use the same options you used on the primary
the Integration module in a Windows Server cluster on page 48.
node.
Installing RightFax onto the cluster 10. When asked whether to overwrite the existing database or add a
new instance, select Overwrite.
Installing RightFax onto a cluster consists of:
11. Open the Windows Services Management Console, stop all
l Configuring the MSDTC cluster resource.
running RightFax services, and then set the Startup type of all
l Installing the RightFax server software on each node. RightFax services to Manual.
l Configuring RightFax services to be cluster resources. 12. In Control Panel, open Printers, right-click the HPFAX printer,
l Providing the cluster name to the RightFax services. and then click Stop sharing.
l HPFAX Print Queue l Select the Use Network Name for Computer Name check box.
l RightFax E-mail Gateway, if your organization uses an optional E-
mail Gateway module. To configure the RightFax Server Module resource
l TCP/IP Print Server, if your organization uses the RightFax l Add the RightFax Server Module as a generic service.
Integration Module. See Configuring the Integration module in a l Add RightFax RPC (RFRPC) as a resource dependency.
Windows Server cluster on page 48.
l Select the Use Network Name for Computer Name check box.
To create the HPFAX print queue Providing the cluster name to the RightFax services
1. In Control Panel Devices and Printers, add a TCP/IP printer. 1. Confirm that all RightFax resources are online.
l For the host name, enter the host name of the cluster.
2. On the node with ownership of the RightFax group, run Windows
l For the port name, enter HPFAX. Registry Editor.
l For the printer name, enter the host name of the cluster. 3. Browse to HKLM\SOFTWARE\Wow6432Node\RightFax
l For the protocol, select RAW. \Capasync\. Change the RemoteHost value to the name of the
RightFax group.
l For the port number, enter 53199.
4. Browse to
l For the print driver, select HP LaserJet 4250 PCL6. HKLM\SOFTWARE\Wow6432Node\RightFax\Capasync\Profil
l For the printer name, enter HPFAX. es\<GUID> (the GUID subkey is a unique, 32 character name
that is associated with Sync Module profiles). Change the
l Share the printer as HPFAX.
RemoteHost value to the cluster name of the RightFax group.
2. After the printer is installed, modify the printer properties to 5. Browse to
specify a separator page. Enter HKLM\SOFTWARE\Wow6432Node\RightFax\Install\. Change
<SharedDrive>:\RightFax\bin\SepFiles\ the value RFServerName to the name of the RightFax group.
RightFax.sep. <SharedDrive> is the drive letter of the shared 6. Browse to
drive where RightFaxis installed. HKLM\SOFTWARE\Wow6432Node\RightFax\Remoting.
If you need to customize the separator page, make any change Change the RemoteHost value to the name of the RightFax
in RightFax.sep, and then save the file with the same name and group.
in the same location. 7. Browse to HKEY_LOCAL_
MACHINE\SOFTWARE\Wow6432Node\RightFax\WorkServer
To configure the RightFax E-mail Gateway resource \WorkSrvx. Change the RemoteHost value to the name of the
If your organization uses an optional RightFax E-mail Gateway: RightFax group.
l Add the RightFax E-Mail Gateway as a generic service. 8. Browse to
l Add the RightFax Server resource (RFSERVER) as a resource HKLM\Software\WOW6432Node\RightFax\Production\ and
dependency. change the Protocol value to 4 for TCP/IP or 6 for secure
TCP/IP.
l Select the Use Network Name for Computer Name check box.
9. In Failover Cluster Manager, verify that the RightFax group can
be taken offline and online without errors.
10. Move the group between the nodes, verifying that all the
resources start correctly on each node. Correct any issues 5. Browse to HKLM\SOFTWARE\Wow6432Node\RightFax\
before proceeding. Production\RFProd. The three default printer inputs are
represented by the NPListen1, NPListen2, and NPListen3
Installing remote DocTransports subkeys.
1. Make sure the RightFax resources are online 6. In each subkey, modify the command line to use TCP/IP ports
rather than named pipes by using the table below. Named pipes
2. Install remote DocTransports as required. do not function in the cluster environment.
3. When prompted during remote DocTransport installation, enter The numbers at the end of the new command lines are the
the server name (clustered instance name if applicable) and TCP/IP port numbers. If the suggested ports are in use, you can
credentials. enter any port number that is available on both nodes of the
cluster.
Configuring the Integration module in a Printer Change this … To this …
Windows Server cluster Name
If your organization uses the optional RightFax Integration Module, HostFax nplisten -c "makedoc $$" -p portlstn -c "makedoc $$" -p
complete the following additional tasks. For more information about the hflpr 8201
Integration Module, see the RightFax Integration Module Guide. PCL nplisten -c "pfilter $$ | makedoc" portlstn -c "pfilter $$ | makedoc"
1. In Control Panel on the active node, open RightFax Integration. -p hfpcl -p 8202
If RightFax Integration does not appear in Control Panel, locate PostScript nplisten -c "pfilter -p $$ | portlstn -c "pfilter -p $$ |
the Shared Files folder in the RightFax folder, and open rfprod_ makedoc" -p hfps makedoc" -p 8203
ctl.cpl.
2. Click Integration Setup Wizard to configure the Integration 7. If additional printer inputs are needed, create them in the same
Module with the setup wizard, or configure the Integration way using TCP/IP ports.
Module manually. For detailed instructions, see the RightFax 8. Close Windows Registry Editor.
Integration Module Guide.
9. Verify that the Startup Type of the RightFax Integration Module
3. Click General in the left pane. Under RightFax information, in service is set to Manual.
the Server name box, enter the name of the RightFax group and
10. Move the group to the second node.
then click OK.
11. In Control Panel on the second node, open RightFax
4. In Windows Registry Editor, browse to
Integration. Use the same options you used on the primary
HKLM\SOFTWARE\Wow6432Node\RightFax\Production\.
node.
Change the RightFaxServerName value to the name of the
RightFax group. 12. Click OK to create the service.
13. Verify that the Startup Type of the RightFax Integration Module To create a printer
service is set to Manual.
1. In Control Panel Devices and Printers, add a TCP/IP printer.
2. For the host name, enter the host name of the cluster.
Clustering the TCP/IP print service
3. For the port name, type one of the following:
To cluster the TCP/IP print service
l HostFax for the generic printer.
1. On both nodes, install Print Services for Unix.
l HFPCL for the PCL printer.
2. On both nodes, stop the LPD service (Print Services for Unix)
and change its startup type to manual. l HFPS for the PostScript printer.
3. In Failover Cluster Manager, right-click the RightFax group and 4. For the printer name, enter the host name of the cluster.
then click Add a Resource and then click Generic Service.
5. For the protocol, select RAW.
4. In the New Resource wizard, in both the Name and
Description boxes, enter RightFax Integration Module and 6. For the port number, enter one of the following:
then click Next. l 8201 for the generic printer.
5. Finish the wizard by following the prompts. l 8202 for the PCL printer.
6. Double-click the RightFax Integration Module resource. l 8203 for the PostScript printer.
7. On the Dependencies tab, add the Print Spooler and the If the suggested ports are in use, be sure that the port numbers
RightFax Server (RFSERVER) resources. match the port numbers in the command lines shown in the table
8. In the Possible Owners box, select both nodes and click Add. under Configuring the Integration module in a Windows Server
cluster on the previous page.
9. On the General tab, select the Use Network Name for
Computer Name check box. 7. For the print driver, select one of the following:
10. Click OK. l Generic/Text Only for the generic printer.
11. Bring the new resource online. l HP LaserJet 4250 PCL6 driver for the PCL printer.
12. Verify failover and failback is successful. l A PostScript driver for the PostScript printer.
You can upgrade to RightFax 20.2 from versions 16 EP6 and 16 EP4. If
you are running an earlier version of RightFax, either upgrade to a
Retaining customized configuration file
supported version, or uninstall the RightFax server and perform a new information
install. Before running the server upgrade, you can edit the settings that
Always upgrade the server first and then the client systems. For determine how existing files are handled during an upgrade.
information about supported RightFax server and client combinations, RightfaxBU.xml specifies whether a file backed up during the upgrade
see Fax server requirements on page 6. For information about installing is restored, appended, or replaced. The RightfaxBU.xml file is located
RightFax client applications, see Installing RightFax client applications in the RPS folder.
on page 24. The original files are backed up to installfolder\Backup and the files for
Before upgrading, back up the entire \RightFax folder structure. To get a this release to installfolder\BackupNewFiles.
complete server backup, stop all RightFax services. For information on In this release, all existing files except Whitelist.txt are set to be
RightFax backup procedures, see the RightFax Administrator Guide. restored.
Back up the RightFax SQL database. For each file, RightfaxBU.xml includes the following tags:
Any existing files for the RightFax SecureDocs Module or RightFax l BUfilename. The name and location of the existing file.
Web Admin will be replaced during the upgrade. If you created
customized files for these applications, save copies of the customized l BUappendfilename. The name and location of the file to append to
files before upgrading, and merge your customizations into the an existing file.
upgraded files. l BUrestorfile. The action that will be performed on the file during the
By default, the RightFax Server Module, RPC service, and Queue upgrade.
Handler service start up automatically. If you have changed the startup
type from automatic to manual, Setup will restore the default to To restore a file to its pre-upgrade state
automatic during the upgrade. Each service can be reconfigured for 1. In the BUrestorfile tag for the file, enter RESTORE.
manual startup after finishing the upgrade.
Note File customizations are retained. Any new data from the To run the server upgrade
upgrade is ignored. 1. Shut down all running RightFax services on any remote
RightFax servers. This includes remote DocTransports, remote
To replace the pre-upgrade file with a new file WorkServers, remote E-mail Gateways, remote IIS servers, and
computers joined to a RightFax Shared Services environment.
1. In the BUrestorfile tag for the file, enter NONE.
2. Log on to the computer using a Windows account that is a
Note All file customizations will be lost. member of the domain and local Administrators group.
3. Run RightFax Setup.exe. RightFax Setup requires Microsoft
To append information from another file .NET Framework 4.7.2. If this software is not installed on your
This option is currently only used for Whitelist.txt. system, Setup prompts you to install it. To install, click OK. To
cancel Setup and install .NET Framework 4.7.2 yourself, click
1. In the BUrestorfile tag for the file, enter APPEND.
Cancel.
2. In the the BUAppendfilename tag, enter the path of the file to
4. Review the welcome page, and then click Next.
append.
5. Read and accept the license agreement, and then click Next.
Note Customizations will be retained and new data will be
6. The Preview requirements for selected features list shows
added.
third-party software that is installed (OK), will be installed
automatically (Must Install), or will require your input during
Note APPEND is only to be used for .txt files.
installation (Requires Info). If an error appears in the preview
(Error appears in the Status column), then click Cancel and
correct the problem. This may include installing a missing
program or selecting different features. If you don't fix the
Running the RightFax server upgrade problem, then the install will fail. Click Next.
RightFax Setup upgrades all supported versions of local RightFax 7. If you have shut down all remote RightFax services, or do not
software. This includes all core server software, fax board drivers and use remote RightFax servers, select the I have shutdown all
software, the RightFax database, and Administrative Utilities. Setup remote services check box, and then click Next.
will also upgrade RightFax database installations on remote SQL
Servers. 8. RightFax requires the following TCP ports: 10520, 10521, and
10522 (RPC (API and clients)), 10062 (DocTransport), 34001,
Important Run the RightFax Setup on each of your organization’s 34987, and 34988 (Remoting), and 36363 (Licensing). To prevent
remote RightFax servers (remote DocTransports, remote other applications from using these ports, click Reserve ports,
WorkServers, remote E-mail Gateways, remote IIS servers, and and then click Next.
computers joined to a RightFax Shared Services environment).
You can easily expand and extend the functionality of your RightFax 5. Under Product Features see the number of licensed fax
server by upgrading your RightFax server license, adding fax channels channels and users, and enabled components.
and user licenses, or by enabling new components.
Most of these additions to your fax server can be made without Activating RightFax components
installing or re-installing software. After purchasing the appropriate
Use these procedures to activate RightFax Server and newly
license, you can add new functionality by activating it in the OpenText
purchased RightFax components, such as an upgraded server license,
Product Licensing Utility.
added channels, added user licenses, or an evaluation copy. After
purchasing the appropriate license, you will receive an activation code
Checking for installed components called a SUID (System Unique ID or System ID).
The different types of RightFax servers are installed with different
If your RightFax server has internet access, use the server to activate
numbers of licensed fax channels and users, and different optional
the components. If it does not, use another computer that does. That
components enabled. For information about available server options,
computer must also have access to the RightFax server or to a
see the RightFax Administrator Guide.
removable storage medium, such as a compact disc or a
To view a list of the fax channels, users, and components that CompactFlash drive.
have been enabled on the server Before you begin, find the SUID (System Unique ID or System ID) on
1. Log on the RightFax server as an administrator. the OpenText packing slip attached to the email confirming your order.
2. In EFM, in the left pane, expand the server, and then click To activate RightFax components from a RightFax server with
Services. Internet access
3. In the list of services in the right pane, double-click RightFax 1. Log on the RightFax server as an administrator.
Server Module.
2. In EFM, in the left pane, expand the server, and then click
4. In the Server Configuration window, click the Feature Services.
Activation tab, and then click Product Licensing Utility.
3. In the list of services in the right pane, double-click RightFax
The RightFax databases can reside on your organization’s Microsoft Installing a RightFax image database schema
SQL Server. If you do not want the RightFax Setup program to install
The image database stores fax images in a SQL database instead of
the databases, this section provides the SQL scripts for the database
the RightFax\Image folder.
administrator.
Installing a RightFax server database schema Note The image database schema must be installed in its own
database.
Locate the scripts in the folder RightFax\SQLScripts. Run the scripts in
the following sequence. Locate the scripts in the folder RightFax\SQLScripts.
1. 030_CreateTables.sql. l Run the script 501_Files.sql.
2. 040_FillTables.sql
Installing a RightFax Archive database schema
3. 050_Globalization*.sql. Run the script for the required language.
The archive database stores archived faxes for the RightFaxArchive
4. 060_CreateFunctions.sql. Module.
5. 070_CreateStoredProcs.sql. Locate the scripts in the folder RightFax\SQLScripts.
6. 071_FreeDBSpace_SQL2KPlus.sql. l Run the script Archive.sql.
7. 080_CreateViews.sql.
Installing a RightFax Analytics database schema
8. 090_InsertEventsEnums.sql.
The analytics database stores data for the RightFax Analytics Module.
9. Hotfix_all.sql.
Locate the scripts in the folder RightFax\SQLScripts.
10. 501_Files.sql.
l Run the script 502_Analytics.sql.
11. 502_Analytics.sql.