Omtool™ - Genifax Training Course Outline
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Genifax Administrator Course Description

This course is designed to provide a high level of familiarity with the core components that make up Omtool Genifax enterprise software. You will learn to install, support and administer the fax software at an enterprise level. By the end of this course you will be able to:
  • Understand the basic principles of telephony
  • Install, administer and troubleshoot analog and digital fax cards or modems
  • Install the Genifax Server software
  • Support and administer fax software with the Genifax Server Administrator
  • Understand how the Genifax Server processes faxes
  • Understand mail integration
  • Troubleshoot and configure the entire messaging system

Introduction To Genifax Administration Training

This section introduces the Genifax system, outlining its administrator features, with emphasis on:

Submitting messages to Genifax:

  • Genifax with Microsoft Exchange and Outlook
  • Filescan
  • SMTP Connector
  • Genifax with Lotus Notes
  • Print-to-Mail
The Genifax Server Administrator: an Omtool snap-in for MMC that provides configuration and administration tools for the Genifax Server.

It includes:

  • Server Connection
  • Omtool Web Center
  • Messages
  • Connectors
  • Components

Genifax Licensing: lists all available components.


Computer Skills

By the end of this chapter
you should be able to:
  • Navigate through Windows 2000
  • Add and remove snap-ins from MMC
  • See the relevance of COM and DCOM in component-based systems
Students must have a basic knowledge of Windows but some particularly applicable concepts and terms will be defined in this section.

Significant Windows features included:

  • Performance Monitor
  • Event Viewer
  • Setting Windows 2000 Folder Options
  • Windows 2000 Troubleshooting Tools

Definition of important terms:

  • COM and DCOM
  • Three-Tiered Applications
  • Concepts such as
    • Home/virtual directories
    • Static/Dynamic web sites
    • Clustering
    • Fault tolerance
    • Load balancing


By the end of this chapter
you should be able to:
  • Define the components of the PSTN
  • Understand the theory behind analog and digital phone lines
  • Understand DID and DTMF
  • Know the difference between robbed bit T1 and ISDN
  • Understand framing
  • Understand line coding
This broad topic is often the source of much confusion when dealing with fax servers.

This section covers basic telephony and focuses on:

  • outlining the components involved in the Public Switched Telephone Network (PSTN)
  • providing an overview of basic analog and digital theory
  • demystifying what you are ordering when provisioning a line


By the end of this chapter
you should be able to:
  • Install and configure a Brooktrout fax board
  • Send a test fax
  • Troubleshoot the installation
Intelligent fax cards allow multiple lines to come in on a single slot in your system. They offer many benefits over a modem bank such as; an on Board CPU, increased compressions, increased reliability, a clearer signal path as well as many additional benefits.

Installing Genifax

By the end of this chapter
you should be able to:
  • Understand the Hardware and Software requirements
  • Install Genifax
  • Configure Genifax
Genifax is designed for easy installation. However, as with any enterprise software, knowing how to configure the software for your environment is the real key. This module focuses on how to install the server as well as configure it for your environment.

This section covers the following:

  • Using the configuration wizard
  • Installing the Exchange Connector
  • Publishing Forms
  • Server testing
  • Installing the Genifax Web Interface
  • Integrating with Outlook

The Genifax Server Administrator

By the end of this chapter
you should be able to:
  • Describe how Genifax processes messages
  • Create and configure connectors
  • Configure components and optimize the server
The Genifax Server Administrator is an MMC snap-in that allows administration of the Genifax server. It is the core of Genifax.

This module explores:

  • Genifax Services
  • Inbound vs. Outbound Message Routing
  • In Process and history queues
  • Message Menu Option
  • Custom View
  • View Properties of a Fax
  • Notification Messages


  • Adding a Connector
  • Managing Connectors
  • Cover Pages
  • Filescan Connector
  • Printer, SMTP and Telco Connectors
  • Other connectors including EasyLink, Fax Sr. and Xerox


  • Preview
  • Registration - Secure Delivery
  • Compose
  • Dispatch
  • Lookup
  • Maintenance Component
  • Notify

Genifax With Microsoft Exchange

By the end of this chapter
you should be able to:
  • Add an Exchange connector
  • Understand the flow of a message through the system
  • Understand profiles
  • Publish and use Outlook forms
  • Manage Exchange recipients for the fax server
Genifax integrates tightly with Microsoft Exchange. Genifax supports Exchange 5.5 and 2000. This module focuses on integrating Genifax with Microsoft Exchange 5.5

Genifax With Lotus Notes

By the end of this chapter
you should be able to:
  • Add a Notes connector
  • Send a test fax
  • Add profiles for users in Notes
Genifax integrates with Lotus Notes 4.6 and 5.0. (This section focuses on Notes 5.0)

Genifax With SMTP

By the end of this chapter
you should be able to:
  • How to add an SMTP connector
  • How to specify a cover page for SMTP
  • How to use templates in SMTP
Using Genifax with a Windows SMTP mail server system, users can send faxes from their desktops with an SMTP mail client. The SMTP connector is a gateway between the Genifax Server and the SMTP mail server.


By the end of this chapter
you should be able to:
  • Automate the Outlook Integration Install
  • Install and use Print to mail
The Clients module provides information on how to send a fax to the message server. Omtool supports Outlook, Notes and Print-to-Mail.

Reference And Extras

Contains reference tables, sample failover and Telco configurations, template variables and a glossary.