Summary

Concise snapshot of RightFax 10.0 circa 2011. Outlines core services, database model, fax board layer, optional modules, and a clean install and configuration flow for legacy reference.

Applicability / Versions

RightFax 10.0 baseline and maintenance packs; typical stacks: Windows Server 2008 and 2008 R2, SQL Server 2005 or 2008, on-prem fax boards or FoIP; optional Web applications, Integration Module, XML Generator, and Exchange connector.

Prerequisites

• OS and updates: Windows Server 2008/2008 R2 with required IIS and .NET components.

• Database: SQL Server 2005 or 2008, or SQL Express 2008 installed by setup; service and setup accounts with create permissions for initial DB build.

• Middleware: MSMQ, MDAC 2.8, VC++ runtimes, Windows Installer.

• Telephony: Supported Brooktrout/Dialogic/Eicon boards or licensed FoIP.

• Networking/DNS: Static IP for server, SMTP relay if using notifications or InternetLink.

• Clients: FaxUtil and print driver for Windows; optional Web Access and Outlook forms.

Steps

1. Plan the topology
   Define one RightFax Server with WorkServer(s) for conversion and a BoardServer/DocTransport for telephony. Decide on Web apps, Integration Module, XML Generator, and Exchange connector as needed.

2. Prepare the host
   Apply OS updates. Confirm MSMQ and MDAC. Create a service account with “log on as a service.” Add AV exclusions for RightFax paths.

3. Install RightFax 10.0
   Run setup. Select Server, WorkServer, BoardServer, and tools. Verify services register and start; confirm EFM access.

4. Add and validate telephony
   Install vendor drivers. In DocTransport/BoardServer, create channels, set line types and signaling. For FoIP, license channels and set failover if used.

5. Inbound routing
   Configure DID/DNIS or DTMF; assign routing codes to users or groups in EFM; enable alternative routing methods as needed.

6. Users and policy
   Create users or enable directory sync; set permissions, covers, billing, retention, and image paths.

7. Clients and print-to-fax
   Deploy FaxUtil and print driver from the client installer share; validate HPFAX print path.

8. Gateways and modules

• Exchange connector: add RightFax Exchange Gateway and server-side connector; enable AD sync profile.

• Integration Module: license and connect via directory scan, LPR, TCP socket, MQ, or serial.

• XML Generator / EDC: enable EDC and XML Generator; set destination folders or lookups.

9. Web applications
   Install Web modules on IIS and point to the RightFax server; set timeouts and delivery options.

10. Backup and maintenance
    Back up SQL DB, images, and configuration; review purge jobs and collations.

Final validation

• Outbound: Print a multi-page document to the RightFax printer; verify conversion in WorkServer and a successful transmit code.

• Inbound: Call a DID to a test user; confirm delivery to the correct mailbox.

• Board health: Use vendor diagnostics or BoardServer stats to verify channels and error counters.

Operations Notes

• Maintain disk free space; fax processing pauses under low-space thresholds; size images at about 35 KB per page for planning.

• Scale conversion by adding WorkServers; scale channels by adding boards or FoIP resources; remote DocTransport is supported.

• Keep EFM exports of configuration for rollback; document purge and archive schedules.

Limits / Known Behaviors

• Mixed client versions can show folder and UI differences; validate client features against 10.0.

• Supported boards are limited to the vendor list for 10.0; confirm exact TR1034/Eicon SKUs.

• Web modules and EDC require IIS prerequisites; session and delivery behaviors are configurable.

Troubleshooting

Symptom → Cause → Fix
Outbound stuck in “Converting” → WorkServer rights or filters → Run services under the service account, add AV exclusions, retry.
Inbound not routing via DID → Digits-to-collect or signaling mismatch → Adjust board digits and trunk signaling; retest.
FoIP call failures → Unlicensed or misconfigured channels → Verify SR140 licensing and FoIP settings; confirm failover profile.

Discrepancies (if any)

Feature names and dialogs vary by maintenance pack and board driver levels; verify in your specific 10.0 build.

Change Log

2025-10-13: Created.
2025-10-13: Last validated.

Contact Ingenium Software

Sources

OpenText RightFax 10.0 Administrator’s Guide — Ingenium Software internal document repository — Accessed 2025-10-13
OpenText RightFax 10.0 Installation Guide — Ingenium Software internal document repository — Accessed 2025-10-13
OpenText RightFax 10.0 Fax Board Guide — Ingenium Software internal document repository — Accessed 2025-10-13
OpenText RightFax 10.0 Integration Module Guide — Ingenium Software internal document repository — Accessed 2025-10-13
OpenText RightFax 10.0 XML Generator Guide — Ingenium Software internal document repository — Accessed 2025-10-13
OpenText RightFax 10.0 Connector for Microsoft Exchange — Ingenium Software internal document repository — Accessed 2025-10-13