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How to Configure Fax Delivery on Microsoft Local Fax Server Video Tutorial

How to Configure Fax Delivery on Local Microsoft Network Fax Server


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How to Configure Fax Delivery on Microsoft Local Fax Server Transcript for Video:
Welcome to the video tutorial on how to configure PageGate to deliver faxes through a local Microsoft Fax Server.

Before we begin, the Microsoft Fax Server must be installed and configured to accept faxes. For more information on how to do that, please see the Microsoft documentation here:
https://technet.microsoft.com/en-us/library/jj134193(v=ws.11).aspx
It’s also important to note that you will need to have a service account for PageGate to use in conjunction with the Microsoft Fax Server, even if it’s a local Microsoft Fax Server. If you do not already have a Windows User Account that PageGate can use for this purpose, please create one and grant it the “Log on as a service” policy.

Once you have that account, log in to Windows with it, then open the Microsoft Fax Service Manager. Select the ‘Accounts’ section on the left and make sure that the user you’re currently logged in to Windows with is listed on the right. If it isn’t, right click in the available space, mouse over new and select Account. Provide the username and any relevant domain information, then click Create.

Close the Microsoft Fax Service manager and open Windows Fax and Scan.

Go to Tools – Fax Accounts. Click on Add. Select ‘Connect to a fax server on my network’. In the Name section, enter: \\127.0.0.1

Click Next. Enter a name or title for this connection, click on Done then click on Close.

In Windows, open Devices and Printers. Find your new Fax in the printer list, right click on it and select ‘Printer Properties’. Go under the Sharing tab. Check ‘Share this printer’, give the Fax a share name and click OK.

The last thing you’ll need to do in Windows is go in to the Services list in Windows. Find the PageGate services. You’ll need to apply the username and password configured to access the Microsoft Fax Server as the service account for the PageGate, PageGate Scheduler and PageGate Connector services. To apply that username and password, right click on each relevant service, then go to properties. Once you’re in the properties of the service, go under the ‘Log On’ tab and you’ll see the available section for your required credentials.

So, now that we’ve told Windows how to maintain its local Microsoft Fax Server, here’s how to tell PageGate to use it.

First, open the PageGate Admin. Next, right click on the Carriers section and select ‘Add’.

Give the carrier a name, something simple like MSFAX. Set the Protocol to ‘FAXSrv’.

In the Server field, enter the local loopback address, 127.0.0.1

Click Apply. Now that we’ve told PageGate how to use the Microsoft Fax Server, we’ll need to tell it what fax machines to dial and how to format the transmitted faxes. To do that, right click on Recipients and select Add.

Give the recipient a name. Set the carrier to your faxing carrier. In the ‘Phone Num’ field, enter the fax number you want to dial. Click Apply.

Go to Recipients – your new recipient – Template.

You may want to modify the output so that the information maintains the look of a facsimile transmission rather than raw text output. Here in the "Message" section, you can enter the template and all important variables.
For example, you could structure the template like this:
FROM: <Your Name here>
TO:   %Recipient%
     %Comment1%
     %Comment2%
     %Comment3%
     %Comment4%
 
SENT:  %Date% %Time%
---------------------------------------------------------------------
SUBJECT:  %Subject%
MESSAGE:
%Message%

When finished, click Apply.

This concludes the video tutorial on how to configure PageGate to deliver faxes with a local Microsoft Fax Server.

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