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How To Configure a Server Fax Filing Repository / Configure a Fax Repository Using FTP, SFTP, SMB, SMTP

Article Id: 2103212.html | Published: 02/11/2019

Product support for
  • VersaLink B605_B615 Family
  • VersaLink B7025_B7030_B7035 Family
  • VersaLink C505_C605 Family
  • VersaLink B405
  • VersaLink B605_B615
  • VersaLink C405
  • VersaLink C505
  • VersaLink C605
  • VersaLink C7020_C7025_C7030
  • VersaLink® B7000 Series

Server fax allows you to send a fax over a network to a fax server. The fax server sends the fax to a fax machine over a phone line. 

Before you can send a server fax, configure a fax filing repository or filing location. The fax server retrieves the documents from the filing location, then transmits the files over the telephone network. You can print a confirmation report.

Configuring a Server Fax Filing Repository 

Before you can send a server fax, configure fax repository settings. When configured, the printer transfers faxed images to the repository. The fax server sends the fax to the destination over a phone line.

You can set up a repository that uses one of the following protocols:

  • FTP
  • SFTP
  • SMB
  • SMTP

Configuring a Fax Repository Using FTP or SFTP

Before you begin:

  • Ensure that FTP or SFTP services are running on the server or computer where images faxed by the printer are stored. Note the IP address or host name.
  • Create a user account and password for the printer. When you use the server fax feature, the printer logs in using the account, transfers the file to the server or computer, then logs out. Note the user account and password.
  • In the FTP or SFTP root directly, create a directory to use as a fax repository. Note the directory path.

To configure a fax repository using FTP or SFTP:

  1. In the Embedded Web Server, log in as administrator, then click Apps.
  2. In the Installed Apps area, click Server Fax.
  3. For Display on Device, click Show.
  4. For Server and Protocol, click Edit. From the list, select FTP or SFTP.
  5. To enable FTP or SFTP, for Client Port, click the toggle button.
  6. To select a transfer mode for FTP, click Transfer Mode, then select an option.
    • Passive Mode: This option transfers data over a random port specified by the FTP server from a connection made from the printer.
    • Active Mode: This option transfers data over a fixed, known port from a connection made from the server.
  7. Click OK.
  8. To configure the FTP or SFTP Fax Server settings, click Setup, then enter the following information:
    • IP Address: Port: Enter the IP address of your fax server, then enter the port number.
    • Document Path: Enter the directory path of the folder, beginning at the root of FTP or SFTP services. For example, //directoryname/foldername.
    • Login Name: Enter a user name corresponding to a user account login name on the server.
    • Password: Enter the password corresponding to a user account password on the server.
    • Retype Password: Enter the login password again.
  9. Click OK.

Configuring a Fax Repository Using SMB

Before you begin:

  • Create a shared folder for a fax repository. Note the share name of the folder and the computer name or server name.
  • Create a user account and password for the printer with full access rights to the fax repository. Note the user account and password.

To configure a fax repository using SMB:

  1. In the Embedded Web Server, log in as administrator, then click Apps.
  2. In the Installed Apps area, click Server Fax.
  3. For Display on Device, click Show.
  4. For Server and Protocol, click Edit. From the list, select SMB.
  5. To enable SMB, for Port, click the toggle button.
  6. If needed, for WINS Server Address Acquisition by DHCP, click the toggle button.
  7. If you did not enable WINS Server Address Acquisition by DHCP:
    • For Primary WINS Server Address, type the IP address for your primary WINS server.
    • For Secondary WINS Server Address, type the IP address for your secondary WINS server.

      Note: If DHCP is configured, WINS IP addresses are overridden.

  8. Click OK.
  9. To configure the SMB Fax Server settings, click Setup, then enter the following information:
    • IP Address: Port: Enter the IP address of your fax server, then enter the port number.
    • Share: Enter the share name.
    • Document Path: Enter the directory path of the folder, starting at the root of the shared folder. For example, if you have a folder named serverfax in the shared folder, type \serverfax.
    • Login Name: Enter a user name corresponding to a user account login name on the server.
    • Password: Enter the password corresponding to the user account password on the server.
    • Retype Password: Enter the login password again.
  10. Click OK.

Configuring a Fax Repository Using SMTP

  1. In the Embedded Web Server, log in as administrator, then click Apps.
  2. In the Installed Apps area, click Server Fax.
  3. For Display on Device, click Show.
  4. For Server and Protocol, click Edit. From the list, select SMTP.
  5. To enable the printer to submit emails, for Email Submission, click the toggle button.
  6. To enable the printer to send email alerts, for Email Notification, click the toggle button.
  7. For Device Email, type the email address assigned to the printer.
  8. In the SMTP Server area:
    1. Click Server Address.
    2. Enter the name of the SMTP server in one of the following ways:
      1. In the Server Address field, type the name of the SMTP server.
      2. To search for the server, click Select Server from List, click Search, select an SMTP server, then click OK.
    3. For Outgoing SMTP Port Number, type the port number of the server that sends email. The default port number is 25.
  9. In the Connection Security area, select a security protocol. If no protocol is used by your SMTP server, select Off

    Note:
    • If you do not know the encryption method that your server supports, select STARTTLS (If available). If you select STARTTLS (If available), the printer attempts to use STARTTLS. If your server does not support STARTTLS, SMTP communication is not encrypted.
    • If your email server requires encryption but does not offer a STARTTLS command to the printer, the email process fails.

  10. In the Outgoing SMTP Authentication area:
    1. To enable SMTP authentication, click SMTP Authentication. From the menu, select SMTP AUTH.
    2. Type the login credentials for SMTP AUTH User Name, SMTP AUTH Password, and Retype Password.
    3. Click Login Credentials For Email Submission, then select an option.
      • Predefined: To submit to the SMTP server, the printer uses the values for SMTP AUTH User Name and SMTP AUTH Password.
      • Logged-In User: To send an email to the SMTP server, the printer uses the network login credentials.
      • If you selected Logged-In User, click When Authentication Fails, then select an option.
        • Cancel Sending: This option cancels the email submission.
        • Authenticate with Predefined Credentials: This option makes a second attempt to send the email using the predefined authentication credentials.
  11. Click OK.
  12. To configure the SMTP Fax Server settings, click Setup.
  13. In the Domain Name field, enter the domain name of your SMTP fax server.
  14. For identification purposes, to prepend the word Fax to the email address, click Email Address Format, then select Prepend “Fax=”.
  15. Click OK.
  16. If prompted to restart the printer, click Restart Now.

Configuring Server Fax Defaults and Settings

A Server Fax allows you to send a fax over a network to a fax server. The fax server sends the fax to a fax machine over a phone line.

To configure the Server Fax App general settings and default settings:

  1. In the Embedded Web Server, log in as administrator, then click Apps.
  2. In the Installed Apps area, click Server Fax.
  3. For Display on Device, click Show.
  4. Configure the settings as needed for the following areas:
    • Defaults
    • General Settings and Policies
    • Scan To Apps General Settings
    • Presets
  5. When you are finished, close the configuration window.

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