FaxServer - Prosoft Inc
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1. be Yes see 1a above unless the FAX Modem has not been installed If it has not been installed terminate the AFE FAX program installation now Page 2 of 10 Fax Modem ls this computer equipped with a fas modem to be used to send faxes e Yes C No This computer will be setup as a fas server Note server simply refers to a computer used to serve send faxes lt Back Cancel f You will be asked for an Installation License number Enter the number 1 and select Next to continue Ja Server License installation License Enter your installation license below to continue i Please note An invalid license will prevent fas server operation A duplicated license will cause Failure in multiple fas servers during use For additional licenses contact your software vendor or manufacturer Cancel g The next window will be the Local Install Directory We assume you are installing the AFE FAX program on the local computer from the Prosoft CD We recommend you simply select Next to accept the default settings and move to the Program Group window Page 3 of 10 2 Local Directory Local Install Directory Select the install directory for this fax software j Include fax server uninstall icon in program group Local Folder C AFESRY A Browse Back Cancel h When the Program Group window appears we recommend you again select Next to accept the program def2. be that nothing at all will appear and that s okay Proceed to the next step b Launch either your My Computer or Explorer program or go to your Run option and select Browse Find and select your CD drive and when the file contents of the Prosoft program CD display locate and launch either AFE_SVR EXE versions 12 17 or Prosoft AFE Server 2905 exe versions 18 and later c When the AFE SVR EXE program is launched it will copy in some files needed for installation and will then display an introduction window like the one shown below Select Next to continue RingCentral is a registered trademark of RingCentral Inc Excel is either a registered trademark or trademark of Microsoft Corporation in the United States and or other countries AFE FAX SERVER INSTALL SETUP DOC Rev 09 19 13 10 Pgs CWC 2 Fax Support Fax Support Installation The following installation Wizards will assist you in installing fax software for use with your application Press Next to continue Cancel d A window titled Networked will appear Whether you are networked or not does not matter the answer to the network question must always be No Select Next to continue 32 Network Installation Networked ls this fas software being installed on a local area network so it can be Used by several computers 0 Yes e No Back Cancel e When the following window appears the answer to the Fax Modem question should
3. Prosoft 6018 East Columbus Drive Tampa Florida 33619 1647 Phone 813 626 8778 FAX 813 964 7810 Email support prosoftinc com Website www prosoftinc com PROSOFT AFE FAX SERVER PROGRAM INSTALLATION AND SETUP PROCEDURE The AFE FAX Server is a third party program which we license and include with the Gemini Job Cost Accounting Eclare Estimating and or PSClient Professional Client Management program versions 12 and higher When set up properly it is very reliable and provides the capability for users to FAX reports from Reports Preview windows directly to customers vendors or internally to other users at different locations within a company Unfortunately there is no user manual the program provider prefers to rely on the program Help function for user assistance and information Most of it s functions are fairly intuitive and straightforward However based on experience we have created the documentation which follows to assist you in installing and setting up the program 1 PRE INSTALLATION INFORMATION We strongly urge you to comply with the following recommendations a If you are running on a network system we strongly recommend you DO NOT install the FAX program on either your primary or alternate server computer If at all possible it should be installed on a separate stand alone computer we will call ita Comm Server Please see the NOTES at the end of this document b Your Comm Servers FAX modem card device should be con
4. ally required Inzert Change Delete Print Configurations Press for Automated Modem Configuration Cancel _ Page 8 of 10 4 Once the program installation is complete update the Comm Server computer s Startup programs list to force it to launch the AFE EXE program each time the computer is started up If you need assistance please contact your computer network administrator When finished reboot the Comm Server computer 5 Go to each workstation from which Prosoft programs will be run and establish a connection to the Comm Server computer Then go into each of your Prosoft programs as follows and enter the required FAX Server path information For example if you have installed the AFE FAX program in a folder named AFESARVA on a computer workstation that you will map to from another workstation as drive Z the FAX Server Path would be Z AFESRVR DO NOT enter the name of the AFE executable file AFE EXE as the file name is pre configured in Gemini Eclare and PSClient a In Eclare Estimating and PSClient Management select File Terminal Setup and enter the program path in the FAX Server Path field b In Gemini Accounting select either File Terminal FAX E Mail Excel versions 2013 and lower or FAX E Mail Spreadsheet and enter the program path in the FAX Server field c Exit the program and then re launch and log right back into it If you get an error concerning the FAX Server path during login verif
5. aults 2 Program Group Program Group Select the desired program group Gutomated Fax Engine 5 Clicks ACCESSONeSs Administrative Tools Dell Sccessornes Games Microsoft Office Tools When the next window appears the Install Options directory information should look similar to the ones shown below The nstall Type and Modem information should be exactly the same Select Install to begin AFE FAX program installation Page 4 of 10 2 Your Choices x Install Options Local Install Directory cafes Backup Director c Lafesrvr backup Install Type Local installation not shared on a network Modern Available and selected for faxing Back Install Cancel j An installation progress bar will appear similar to the one below Copying Install Files CV ATEMPSAFE25 SERYWER_INS TALLER EXE E Cancel k Once the program files have been installed the Fax Server Setup window shown below will appear Select Next to begin AFE FAX Program Setup Page 5 of 10 Fax Server Setup Fax Server Setup Fax installation i almost complete The next step will display the fax server setup utility Online help i provided to assist you in this final step The information requested by this utility i required for proper operation lt Back Next gt Cancel 3 AFE FAX PROGRAM SETUP a When the Fax Setup window appears the System tab setup informat
6. in the AFE FAX Server program Depending on your facsimile service provider you may be able to internally redirect your FAX output to the MailPS PDF program through the Eclare Estimating Gemini Accounting and or PSClient Management program s For example if you use the RingCentral FAX service you can update your program s to redirect the AFE FAX program output to the MailPS PDF program as follows 1 In Eclare Estimating and PSClient Management select File Terminal Setup and enter RCFAX COM in the FAX Server Path field 2 In Gemini Accounting select either File Terminal FAX E Mail Excel versions 2013 and lower or FAX E Mail Spreadsheet and enter RCFAX COM in the FAX Server field Page 10 of 10
7. ion should look similar to the one below i Fax Setup Basic PrintDial Banner Modems System specific information License 5 Data path cates Program path cates Curent path co Vahesryr Automatically start fax software when first needed On nor networked computers this will load the software only when needed Page 6 of 10 b Select the Basic tab Enter your FAX phone number in the Station ID field Other fields may be left at the default values recommended or changed as desired Select the question mark button to access the help function Basic Frint Dial Barner Moderns Basic information and faxing options station ID your fax mumber p O Felies 34 0 undimted retnes Delay between relies 30 44 seconds Delay tor new fax searches 10 seconds Sart stabus window minimized Consider BUSY in rety counts i Process all faxes to the same fax number as a single fax job one call M Enable delayed send FAET d a ait rit f a T ae b T T Ce oe Be i m i amm m pr b through pm Generally this would be your fas number for ID purposes by recipients c Select the Print Dial tab Update the printer and dialing information fields as required f Fax Setup Tiol System Basic Print Dial Banner Modems Printer and dialing information Printer M Use default printe
8. lect File FAX Manager and can delete FAX es with a permanent Processing status This option should only be used as a last resort NOTES 1 Consider replacing an older slower workstation with a new computer and using the old workstation as your Comm Server No guarantees but if a replaced computer was satisfactory as a workstation it will probably be satisfactory as a Comm Server If it s simply not possible to have a stand alone Comm Server consider setting it up on one of your workstations which gets the east use 2 As areminder the Comm Server will need either an internal FAX modem card or an external FAX modem capable of achieving a baud rate of at least 14 4KB second If the FAX hardware is not already installed and set up follow the manufacturer s installation and setup information to install it Please contact your computer network Technical Support administrator if you need assistance setting up the Comm Server 3 If you have purchased rented leased the optional MailPS PDF module a It can aS a general rule run on almost any computer including the Comm Server Please refer to the Prosoft MailPS PDF Server Program Installation and Setup Procedure documentation if you have questions or need assistance installing the MailPS PDF program b If you use an internet based hosted facsimile service such as RingCentral FAX and you have purchased rented leased the MailPS PDF module you may not need to install and mainta
9. nected directly to a dedicated analog phone line that is not piggy backed or otherwise connected through either a KSU or other internal phone network system nor shared with other FAX devices If you have questions or need assistance in identifying which phone line to use please contact your telephone service provider c Any user who accesses the AFE FAX program through one of Prosoft s programs must have full network Read Write and Delete security access and privileges for the drive and folder in which it is installed Please contact your computer network administrator if you need assistance with this requirement d Do not install multiple copies of the AFE FAX program It must only be installed one time on one dedicated Comm Server for all users Finally please note that the AFE FAX program cannot be used as a standalone FAX program nor can it be accessed by non Prosoft programs 2 INSTALLATION a On the computer on which the AFE FAX program is to be installed insert your Prosoft version 12 or higher Gemini Eclare or PSClient program CD in your CD ROM drive If Autorun is enabled on your system the Prosoft setup installation program screen should automatically appear after 10 20 seconds If you have program version 16 or higher an install selection menu should appear Regardless when any installation program appears select Cancel Exit as necessary to exit the installation program Depending on your system settings it may
10. r Bl Samsung ML 17 10 Series Dial for LOCAL line m Dialfor LONG DISTANCE in a Dialfor INTERNATIONAL in SOSOSOS S Long Distance PREFIX OO International PREFI TC Prefix ALL calls with CO cancel Check here to always use this stations default printer Page 7 of 10 d Select the Banner tab Select Default Banner 1 or 2 and Banner Font we recommend you select default options i Fax Setup System Basic Frnt Dial Banner Modems Fax banner design Default Banner 1 Default Banner 2 This i the banner which will appear as the top line on all faxed pages This might include your name or company name Your return fas number the date and time sent and possibly Page of Pages The banner may be split into three sections LEFT CENTER and RIGHT by Using the vertical bar between sections Macros which may be embedded into banner for additional information 40 date t t me p total pages 4c current page Banner Fort Default Fort arial ial C Custom daen A o sh a ye G A Cancel The Banner printed on the top of all fares e Select the Modems tab We recommend you select the Press for Automated Modem Configuration and allow AFE FAX to automatically configure the modem setup When finished select OK to save configuration information and exit ia Fax Setup System Basic Frint Dial B anner Fax modem information Initialization rot gener
11. rver Users may discover an administrator setting causes an error similar to The current printer driver is not compatible with a policy enabled on your computer that blocks Windows NT 4 0 or Windows 2000 kernel mode drivers The error message is caused by an administrator Group Policy that does not allow installation of printers using kernel mode drivers such as the ones in the AFE FAX program and which must have access to system wide memory To allow installation of kernel mode printer drivers please perform the steps which follow If you are uncomfortable with performing these steps yourself experience difficulties or just want more information before proceeding please either contact your computer network administrator or access articles concerning the above error at either of the following websites http Awww ilopia com FAQ Q45 aspx or http support microsoft com default aspx scid kb en us 888046 1 Select Start gt Run type in GPEDIT MSC in the Open field and press ENTER 2 Navigate to Computer Configuration Administrative Templates Printers and change the option for Disallow installation of printers using kernel mode drivers from Enabled to Disabled 3 Save the change and exit back to the main Windows screen Page 9 of 10 c Sometimes one or more FAXes will show a status of Processing but will never actually be sent and the status never changes In program versions 19 2009 and higher the user Supervisor can se
12. y your path information is correct verify the AFE FAX program is running on the Comm Server refer to 7 below and or contact Prosoft Support for assistance 6 AFE PROGRAM MAINTENANCE AFE program maintenance activities may be accomplished by launching the AFESETUP EXE and or the AFEUTILS EXE programs in the AFESRVR folder If you wish to create one or more FAX cover sheets either refer to the companion document titled Creating A Custom Company FAX Cover Sheet or launch the program DDT2B32X EXE located in the AFESRVR folder and select the program s Help option 7 ERRORS AND PROBLEMS a If one or more users see the error AFE ERROR An INIT error has occurred during processing 22022 when they run their Prosoft program and try to print any report it shouldn t prevent the report from printing but it does appear each time a report is printed until it is corrected The error number 22022 in the above example is not as important as the overall error statement To fix 1 If the AFE FAX program has been installed and is running enter the correct data path for the AFEBASE folder see 5a and or 5b above 2 If the AFE FAX program has never been installed or has been installed but is not being used or is being discontinued i e is not running remove the FAX data path information see 5a and or 5b above b There is a known Windows 2003 Server issue which may be encountered when installing the AFE FAX program on a Windows 2003 se
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