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Rightfax 9.3 Course Outline
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RightFax Installation Training: Day 1

I.    RightFax Planning and System Architecture

• Planning for Channel Capacity
• Planning Disk Capacity
• Planning Your Receiving and Routing Method
• Planning Your Phone Lines and Telecom
• Supported Boards
  
• RightFax Workflow
• Review Questions

II.    Installation

• Hardware and Software Requirements for a RightFax 9.3 Server Installation
• New RightFax 9.3 Enterprise Server Installation
• Install Fax Boards, Admin Utilities, and Service Packs for RightFax 9.3
• Upgrading and Migrating to RightFax 9.3
• Review Questions
• LAB 1: Installing RightFax Server

III.   RightFax MFP Module (Multi-Function Product)

• RightFax MFP Module Overview
• Installing the MFP Module
• Configuring the MFP Module using the EDC (Electronic Document Connector) Configuration Wizard
• LAB 1: Installing and Configuring MFP
• RightFax EDC Monitor for Optimizing the MFP Module
• LAB 2: Testing the MFP Module

IV.   RightFax Client Installation

Client Installation Overview
Client Installation Requirements
Automated Client Installation via File Server
Automating the Client Installation
LAB 1: Automating the RightFax Client Installation

V.   RightFax Web Access (RWA)

•  System Workflow
• Installing WebAccess: RightFax Remoting Service, WebAccess for Integrated Windows Authentication, Logging into WebAccess, Main Folder View
• LAB 1: Install WebAccess
• Sending a Document from WebAccess: Sending From Toolbar Buttons, Filter Options, Administrative View, Columns to View, Contacts and Distribution Lists, Options
• LAB 1: WebAccess Tools

RightFax Installation Training: Day 2

I.    RightFax Service Configuration

• RightFax Enterprise Fax Manager
• DocTransport Module
• RightFax BoardServer Module
• RightFax Server Module: General & Advanced Features, Feature Activation, Custom Messages, User Messages, Administrative Messages, Data Sharing, eTransport
• RightFax Workserver Module: Workserver, Printer, Kofax NetScan, PeopleSoft, and OCR Configurations
• Captaris Isolated Conversion Engine (ICE)
• Review Questions

II.    Setting up RightFax Groups

• RightFax Groups Overview
• Creating RightFax Groups
• Setting Up RightFax Groups for Automated Fax Distribution
• Using Groups to Modify User Client Dialog Box Interface
• LAB 1: Create Groups

III.    RightFax User Configuration

• Creating a New User
• Setting Up RightFax User Permissions
• Importing Users and Automating User Creation
• Using Modify User Utility for Mass Permission Modifications
• Customizing Required Metadata or Index Fields to be Captured with Each Inbound and Outbound Fax
• Using Impuser.exe and Chguser.exe
• LAB 1: Create User and Configure Permissions

IV.    Captaris Sync Module

• Captaris Sync Module Overview
• Configuring the Captaris Sync Module
• Specifying a Source and Destination Database
• Configuring the Source Database
• Creating Mappings
• Logging on the Captaris Sync Module
• LAB 1: Set Up Synchronization

V.    Installing the RightFax Microsoft Exchange Module

• Overview Outbound Process – Sending a Fax from E-Mail
• Overview Inbound Process – Receiving a Fax in E-Mail
• Installing the RightFax Microsoft Exchange Module
• Configuring and Starting the RightFax E-Mail Gateway
• Connector Options: Fax Server, Address Space, Delivery Restrictions
• LAB 1: Install the RightFax Microsoft Exchange Module
• Sending a Fax from Outlook
• Installing the RightFax Advanced Outlook Form
• Sending Faxes using the RightFax Advanced Outlook Form
• Sending Faxes using an Outlook Contact
• Receiving Faxes using the Advanced Form
• LAB 1: Send/Receive Using the RightFax Advanced Outlook Form

VI.   Using RightFax Fax Reporter

• Fax Reporter Overview
• Data Set Functionality
• Generating and Customizing Fax Reports
• Using Faxdump.exe for data output
• LAB 1: Fax Reporter
  
  

RightFax Installation Training: Day 3

I.    Least Cost Routing with RightFax

• Least Cost Routing Overview
• Creating Dialing and Least Cost Routing Rules
• Creating Prefix and Destination Tables
• Building a DnD (Do-Not-Dial) Rule
• Copying Rules
• Trace Route, Testing Rules and Routes
• LAB 1: Least Cost Routing & Dialing Rules

II.    RightFax Shared Services Module

• Shared Services Module Overview for Redundancy and Fail-Over
• Data Sharing Architectural Overview
• Installing a RightFax Server Environment in a Redundant Collective
• Review Questions

III.    Maintaining RightFax

• Technical Support Restrictions
• RightFax Database Utilities
• Using Database Tools to Backup and Restore
• The RightFax Recovery Model
• RightFax Best Practices
• RightFax WorkServers: Using Work Requests as a Troubleshooting Tool
• Backup and Restore using SQL Tools
• Review Questions

IV.    Printer Installation for Auto-Printing

• Installing Printers
• Creating Printers Individually
• Creating a Printer with the Windows GDI
• Importing Printers
• LAB 1: Install and Import Printers in EFM

V.    RightFax Billing Codes

• RightFax Billing Codes Overview
• Using Billing Codes as Metadata Tags and Index Fields
• Modifying Billing Code labels
• Adding Billing Codes Individually
• Importing Billing Codes
• Validating Billing Codes
• LAB 1: Set Up Billing Codes

VI.    Creating a RightFax Cover Sheet

• Different RightFax Cover Sheet Types and Benefits of Each
• Creating a DocVariable Cover Sheet using Microsoft Word
• Review Word Cover Sheet DocVariables
• Creating a Cover Sheet using PCL
• Review PCL Cover Sheet Embedded Codes
• Creating a Cover Sheet using HTML
• Review HTML Cover Sheet Variables
• LAB 1: Create Coversheets

Optional Training Modules – Time Permitting and Upon Student Requests

I.    RightFax Alerts and Monitoring

• RightFax Alerts and Monitoring Module Overview
• Configuring the Alerting and Monitoring Service
• Defining a Statistic to Monitor
• Configure Alert Properties
• Review Questions

II.    Installing the RightFax Lotus Notes Module (for Lotus Notes Users only)

• RightFax Lotus Notes Module Overview
• Integration Options
• Installing the E-Mail Gateway
• Installing the RightFax Databases on Notes
• Configuring the RightFax Database on Notes
• Setting up the Notes Client
• Troubleshooting Lotus Notes: Lotus Notes Logs and Reports
• LAB 1: Install the RightFax Lotus Notes Module
• LAB 2: Configure the EFM Synch Database
• LAB 3: Complete the Installation From a Lotus Notes Client

III.    SMTP / SMS Pager Service

• SMTP / SMS Pager Overview and Functionality
• SMTP Pager Service Installation
• Using SMTP Pager Alerts for Administrative and User Notification
• Review Questions

IV.    Creating RightFax FaxUtil Objects and Integrations

• Overview of RightFax Electronic Form Overlays
• Creating RightFax Electronic Form Overlays
• LAB 1: Create RightFax Electronic Form Overlay
• Overview of RightFax Library Documents
• Creating RightFax Library Documents
• LAB 1: Create RightFax Library Document
• Overview of RightFax Secure Electronic Signatures
• Creating RightFax Secure Electronic Signatures
• LAB 1: Create RightFax Secure Electronic Signatures

V.    Soap Server and Client for Web

• Introduction to RightFax SOAP Server and Client
• Installing RightFax SOAP Server and Client for the Web

Additionally Available Private and Custom Training Courses – Listed Below Are Full and Partial Day Courses. All Training Courses Below Include Lab Exercises. Please Call to Discuss Number of Attendees, Location, and Pricing.

I.    RightFax Embedded Codes (1/2 Day)

• Introduction to RightFax Embedded Codes for Basic Application-to-Application Automation
• Using RightFax Embedded Codes for User-Level Automation
• LAB 1: Use Embedded Codes for Fax Output

II.    RightFax SecureDocs, Encrypted Document Delivery, and Email Output from RightFax (1/2 Day)

• Introduction to RightFax SecureDocs and Encrypted Document Delivery to Secure Website and as 128 Bit Encrypted PDF
• User and System Initiated SecureDocs and Encrypted PDF output

III.    RightFax Archive Module Installation, Setup, and Integration for Fax Document and Metadata / Index Field Archive (1 Day)

• Introduction to RightFax Archive Module
• Setting up RightFax Archive Module for Fax Image and Metadata Index Field Archive
• Using RightFax Archive Module for Fax Audit Output to CD/DVD
• Using RightFax Archive Module to Capture Scanned Documents from MFP’s
• Using RightFax Archive Module for Image and Native Document Storage

IV.    RightFax Disaster Recover Training (1 Day)

• Preparing your Organization for a Potential Server-Down Issue
• Understanding the Architecture and RightFax Topology
• Re-Install RightFax
• Perform Fully Recover Images and Data
• Break-Fix RightFax Troubleshooting

V.    RightFax Integration Module Training (1+ Day)

• Overview of Integration Module Capabilities for Sophisticated FCL (Facsimile Command Language) Auto-Fax, Email, and Encrypted PDF Output
• Automating Output from SAP, Oracle, and other ERP / Accounting Applications
• Integrating RightFax with Mainframe

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