Creating a Cisco Fax Server Integration in Cisco Unity Connection 10.x
About the Cisco Fax Server Integration
Cisco Unity Connection can integrate with the Cisco Fax Server so that users can do the following while on the phone or using the Web Inbox or Messaging Inbox:
- Receive faxes that are sent to the fax extension for the user. Depending on the system configuration, faxes will be available in the user mailboxes or in the user IMAP clients.
- Forward the faxes that they receive to a fax machine for printing.
- Forward the faxes that they receive to another user.
Inbound faxes are sent to the fax extension for the user. The Cisco Fax Server uses its email gateway to route the fax through SMTP to the user mailbox on the Unity Connection server. The Text to Speech (TTS) feature cannot read faxes.
NoteYou must manage and configure the Cisco Fax Server on the Cisco Fax Server, not in Cisco Unity Connection Administration.
The Cisco Fax Server handles the following functions:
- Routing inbound faxes to user mailboxes.
- Managing inbound and outbound faxes.
- Writing logs for inbound and outbound faxes.
- Generating reports for monitoring Cisco Fax Server statistics.
- Sending alerts to the administrator.
- Providing cover pages.
- Providing least-cost routing.
Configuring SMTP on Cisco Fax Server
NoteThe Cisco Fax Server documentation is available athttp://www.cisco.com/en/US/products/ps6178/tsd_products_support_series_home.html.
Steps to Configure SMTP on Cisco Fax Server
Step 1 To sign in to the Cisco Fax Server, on the Start menu, select All Programs > RightFax Enterprise Fax Manager .
Step 2 In the left pane of the RightFax Enterprise Fax Manager window, select the name of the Cisco Fax Server.
Step 3 In the right pane, from the Service Name menu, scroll down to RightFax eTransport Module.
Step 4 Right-click RightFax eTransport Module and select Configure Services .
Step 5 Select the eTransport tab.
Step 6 In the SMTP Hostname field, enter the IP address of the Unity Connection server.
Step 7 Select the Custom Messages tab.
Step 8 In the applicable fields, enter [Fax Failure] for the fax failure prefix before the beginning word of the text. The following fields are recommended for entering the fax failure prefix:
- Imaging Error
- Bad Form Type
- Bad Fax Phone Number
- Too Many Retries
- Sending Error
- Incomplete Fax
- Invalid Billing Code
- Fax Needs Approval
- Fax Number Blocked
- Human Answered Fax
- Fax Block by Do Not Dial
When the text at the beginning of the field matches the value for the Subject Prefix for Notification of a Failed Fax field on the System Settings > Advanced > Fax page of Cisco Unity Connection Administration, Unity Connection notifies the user of the failed fax.
Step 9 In the Successful Send field, enter [Fax Success] for the fax success prefix before the beginning word of the text.
When the text at the beginning of the field matches the value for the Subject Prefix for Notification of a Successful Fax field on the System Settings > Advanced > Fax page of Connection Administration, Unity Connection notifies the user of the successful fax.
Step 10 Select OK .
To Set Up the Windows Email Service for POP3
Step 1 On the Cisco Fax Server, on the Windows Start menu, select Control Panel > Add or Remove Programs .
Step 2 In the Add or Remove Programs window, in the left pane, select Add/Remove Windows Components .
Step 3 In the Windows Components wizard, on the Windows Components page, check the E-mail Services check box and select Next .
Step 4 On the Completing the Windows components Wizard page, select Finish .
Step 5 Close the Add or Remove Programs window.
Step 6 On the Windows Start menu, select All Programs > Administrative Tools > POP3 Service .
Step 7 In the POP3 Service window, in the left pane, expand the Cisco Fax Server and select the Cisco Fax Server node.
Step 8 In the right pane, select Add Mailbox .
Caution A domain for the POP3mailbox must be configured on the Cisco Fax Server. Otherwise, this option will not be available.
Step 9 In the Add Mailbox dialog box, in the Mailbox Name field, enter a name for the mailbox that receives faxes on the Cisco Fax Server.
Step 10 In the Password field, enter a password for this mailbox.
Note Make a note of this password because you will enter it in the To Configure the POP3 Mailbox on the Cisco Fax Server.
Step 11 In the Confirm Password field, re-enter the password and select OK .
To Configure the POP3 Mailbox on the Cisco Fax Server
Step 1 In the RightFax Enterprise Fax Manager window, in the right pane, from the Service Name menu, scroll down to RightFax E-mail Gateway Module.
Step 2 Right-click RightFax E-mail Gateway Module and select Configure Service .
Step 3 In the E-mail configuration dialog box, select Add Gateway .
Step 4 In the E-mail Gateway Selection dialog box, select SMTP/POP3 and select Select .
Step 5 On the General tab, in the Server Address field, enter the IP address of the Cisco Fax Server.
Step 6 In the POP3 Mailbox Name field, enter <POP3 mailbox name>@<Cisco Fax Server name> .
Step 7 In the Mailbox Password field, enter the password for the POP3 mailbox that you entered in the To Set Up the Windows Email Service for POP3.
Step 8 Uncheck the Use IETF Fax Addressing check box.
Step 9 Confirm that the Send Through Default User When E-mail Sender Is Unknown check box is checked.
Step 10 In the Email Delivery Direction field, confirm that Both is selected.
Step 11 Select OK .
To Configure IIS Relay for the POP3 Mailbox on the Cisco Fax Server
Step 1 On the Windows Start menu, select Programs > Administrative Tool > Internet Information Services (IIS) Manger .
Step 2 In the Internet Information Services (IIS) Manager window, in the left pane, from the RightFax node, right-click Default SMTP Virtual Server and select Properties .
Step 3 In the Default SMTP Virtual Server Properties dialog box, select the Access tab.
Step 4 From the Relay Restrictions menu, select Relay .
Step 5 In the Relay Restrictions dialog box, confirm that Only the List Below is selected.
Step 6 From the Computers menu, select Add .
Step 7 In the Computer dialog box, select Single Computer and enter the IP address of the Cisco Fax Server.
Step 8 Select OK .
Step 9 In the Relay Restrictions dialog box, select OK .
Step 10 In the Default SMTP Virtual Server Properties dialog box, select OK .
Step 11 Close the Internet Information Services (IIS) Manager window.
To Add Unity Connection Users to the Cisco Fax Server
Step 1 In the RightFax Enterprise Fax Manager window, in the right pane, right-click Users and select New .
Step 2 In the User Edit dialog box, in the User ID field, enter the alias for the Unity Connection user.
Step 3 In the User Name field, enter the name of the Unity Connection user.
Step 4 In the Group ID field, confirm that Everyone is selected.
Step 5 In the Voicemail Subscriber ID field, enter the extension for the Unity Connection user.
Step 6 In the E-mail Address field, enter <Unity Connection user alias>@<fully qualified DNS name of the Unity Connection server> .
Step 7 Select the Inbound Routing tab.
Step 8 In the Routing Code (DID/DNIS Number) field, enter the extension of the Unity Connection user.
Step 9 In the Routing Type field, select SMTP .
Step 10 Select the Notification tab.
Step 11 In the Method field, select SMTP .
Step 12 In the Notification Address/Info field, enter <Unity Connection user alias>@<Unity Connection server name> .
Step 13 Select OK .
Step 14 Repeat Step 1 through Step 13 for all remaining users who will receive faxes.
Step 15 Close the RightFax Enterprise Fax Manager window.
Configuring Unity Connection for Cisco Fax Server Integration
Steps to Configure SMTP on Unity Connection Server
Step 1 In Cisco Unity Connection Administration, expand System Settings , then select SMTP Configuration > Server .
Step 2 On the SMTP Server Configuration page, in the Edit menu, select Search IP Address Access List .
Step 3 On the Search IP Address Access List page, select Add New .
Step 4 On the New Access IP Address page, in the IP Address field, enter the IP address of the Cisco Fax Server.
Step 5 Select Save .
Step 6 Check the Allow Unity Connection check box and select Save .
To Enable the Cisco Fax Server Integration on Unity Connection
Step 1 In Cisco Unity Connection Administration, expand System Settings , then select Fax Server .
Step 2 On the Edit Fax Server page, check the Enabled check box.
Step 3 In the Fax Server Name field, enter a descriptive name for the Cisco Fax Server.
Step 4 In the SMTP Address field, enter the fully qualified SMTP address of the SMTP server on the Cisco Fax Server.
Caution This fully qualified SMTP address must match the server address and domain that are configured for the POP3 mailbox on the Cisco Fax Server. Otherwise, the integration will not function correctly.
Step 5 In the IP Address field, enter the IP address of the Cisco Fax Server.
Step 6 If you use a smart host SMTP server to deliver faxes from the Cisco Fax Server to Cisco Unity Connection, check the Use Smart SMTP Host check box. Otherwise, uncheck this check box.
Step 7 Select Save .
To Customize the Cisco Fax Server Integration on Unity Connection
Step 1 In Cisco Unity Connection Administration, expand System Settings , then select Advanced > Fax .
Step 2 In the Fax Configuration page, in the Faxable File Types field, enter the file extensions (separated by a comma) that Unity Connection keeps in messages that are delivered to the Cisco Fax Server. Unity Connection removes all files with other file extensions before delivering the message to the Cisco Fax Server.
Step 3 In the Subject Prefix for Notification of a Successful Fax field, enter the prefix that the Cisco Fax Server adds to the Subject field of fax reports. When Unity Connection detects this prefix, it generates a delivery receipt and places it in the user mailbox.
Step 4 In the Subject Prefix for Notification of a Failed Fax field, enter the prefix that the Cisco Fax Server adds to the Subject field of fax reports. When Unity Connection detects this prefix, it generates a non-delivery receipt and places it in the user mailbox.
Step 5 Select Save .
Configuring Users for Cisco Fax Server Integration
NoteThe Cisco Fax Server must have a subscriber for each Unity Connection user that you are configuring.
While on the phone, users can add or change the number for the fax machine that they send faxes to for printing.
Steps to Configure Unity Connection Users for Cisco Fax Server Integration
Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .
Step 2 On the Search Users page, select the alias of a user.
Note If the user alias does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and select Search.
Step 3 On the Edit User Basics page, in the Outgoing Fax Number field, enter the number for the fax machine that users send faxes to for printing.
Step 4 In the Outgoing Fax Server field, select the name of the Cisco Fax Server.
Step 5 Select Save .
Step 6 Repeat Step 2 through Step 5 for all remaining users.
Note You can use Bulk Edit mode to add or change fax extensions for multiple users at once.
Testing Cisco Fax Server Integration
Steps to Test the Cisco Fax Server Integration
Step 1 Send a fax to the fax extension of a user who has been configured for the Cisco Fax Server integration.
Step 2 Sign in to the Unity Connection mailbox of the user to whom you sent the fax.
Step 3 If the user account is configured for speech access, say Play Messages .
If the user account is not configured for speech access, press 1 , and then follow the prompts to list messages.
Step 4 When you hear the system announce the fax that you just sent, either say Fax , or press the applicable keys on the phone keypad to print the fax.
Changing Unity Connection Configuration for Cisco Fax Server Integration
Steps to Change the Cisco Fax Server Integration on Unity Connection
Step 1 In Cisco Unity Connection Administration, expand System Settings , then select Fax Server .
Step 2 On the Edit Fax Server Configuration page, check the Enabled check box to enable the integration with the Cisco Fax Server. Otherwise, uncheck this check box.
Step 3 In the Fax Server Name, enter a descriptive name for the Cisco Fax Server.
Step 4 In the SMTP Address field, enter the fully qualified SMTP address of the SMTP server on the Cisco Fax Server.
Step 5 In the IP Address field, enter the IP address of the Cisco Fax Server.
Step 6 If you use a smart host SMTP server to deliver faxes from the Cisco Fax Server to Cisco Unity Connection, check the Use Smart SMTP Host check box. Otherwise, uncheck this check box.
Step 7 Select Save .
To Change the Customized Settings for the Cisco Fax Server Integration on Unity Connection
Step 1 In Cisco Unity Connection Administration, expand System Settings , then select Advanced > Fax .
Step 2 In the Fax Configuration page, in the Faxable File Types field, enter the file extensions (separated by a comma) that Unity Connection keeps in messages that are delivered to the Cisco Fax Server. Unity Connection removes all files with other file extensions before delivering the message to the Cisco Fax Server.
Step 3 In the Subject Prefix for Notification of a Successful Fax field, enter the prefix that the Cisco Fax Server adds to the Subject field of fax reports. When Unity Connection detects this prefix, it generates a delivery receipt and places it in the user mailbox.
Step 4 In the Subject Prefix for Notification of a Failed Fax field, enter the prefix that the Cisco Fax Server adds to the Subject field of fax reports. When Unity Connection detects this prefix, it generates a non-delivery receipt and places it in the user mailbox.
Step 5 Select Save .
Changing User Configuration for Cisco Fax Server Integration
NoteWhile on the phone, users can add or change the number for the fax machine that they send faxes to for printing.
Steps to Change the Unity Connection User Configuration for Cisco Fax Server Integration
Step 1 In Cisco Unity Connection Administration, expand Users , then select Users .
Step 2 On the Search Users page, select the alias of a user.
Note If the user alias does not appear in the search results table, set the applicable parameters in the search fields at the top of the page, and select Search.
Step 3 On the Edit User Basics page, in the Outgoing Fax Number field, enter the number for the fax machine that users send faxes to for printing.
Step 4 In the Outgoing Fax Server field, select the name of the Cisco Fax Server.
Step 5 Select Save .
Step 6 Repeat Step 2 through Step 5 for all remaining users.
Note You can use Bulk Edit mode to change fax extensions for multiple users at once.
Configuring a Single Number to Receive Both Voice Calls and Faxes
Unity Connection can use a single number to receive both voice calls and fax calls. In this configuration, incoming calls are directed to a Cisco gateway that can detect a CNG (fax) tone. When a CNG tone is detected, the gateway forwards the fax call to the Cisco Fax Server. When no CNG tone is detected, the gateway forwards the voice call to Unity Connection.
Requirements to Configure a Single Number to Access Both Voice Calls and Faxes