E-MDs Fax Server Installation Guide 8.0 R01 - 20140827

Installing and Configuring e-MDs 8.
0 Fax Server Components
PAGE 1
Installing and Configuring e-MDs 8.0 Fax Server Components

This document provides detailed instructions for installing the e-MDs 8.0 Fax Server components. It is intended for use by IT
professionals.
Important! With this release, e-MDs Fax Server is now available for installation on a machine running Microsoft Windows
7 or Microsoft Windows Server 2008. For more information, go to the Fax Server section in the e-MDs Hardware and
Software Recommendations document located with your installation media (either the downloaded files from the Support
Center or an installation DVD disc that was mailed to you) or at the Support Center (search for specifications and access
the second linked result). Information regarding the Fax Server requirements is on pages 5-6 of that specifications guide.
Contents
About e-MDs Fax Server 8.0................................................................................................................................. 2
Terms and Descriptions ....................................................................................................................................... 2
Before You Begin .................................................................................................................................................. 2
Important Points!...................................................................................................................................................... 2
Confirm that the Following is Readily Available ....................................................................................................... 3
Installation Overview................................................................................................................................................ 3
1) Verifying Critical Credentials........................................................................................................................... 5

To Create and/or Verify Credentials ........................................................................................................................ 5
2) Uninstalling previous e-MDs Applications (Solution Series and Fax Server) ............................................ 7
To Uninstall e-MDs Applications on Windows Server 2003 ..................................................................................... 7
To Uninstall e-MDs Applications on Windows 7/Server 2008 .................................................................................. 8
3) Verifying Phone and Modem Options (Fax Device and Area Code) .......................................................... 10
For a Standard 56K Phone Modem (Any Version of Windows) ............................................................................. 10
For a Brooktrout Multi-line Modem Card (Any Version of Windows)...................................................................... 11
Verifying Area Code in Phone and Modem Options (Any Version of Windows) .................................................... 12
4) Install and Configure Microsoft Windows Fax Components...................................................................... 13

To Install Microsoft Windows Server 2003 Fax Services (Microsoft Fax) .............................................................. 13
To Configure Microsoft Fax (Windows Server 2003 Only)..................................................................................... 15
5) Install e-MDs Solution Series 8.0................................................................................................................... 18

6) Install e-MDs Fax Server 8.0 Modules........................................................................................................... 18
Install e-MDs Fax Server 8.0 Modules................................................................................................................... 18
Create the C:\Faxprinter Folder and Confirm All Folder Permissions (Any Version of Windows) .......................... 26
Configure e-MDs Fax Server Service (Any Version of Windows) .......................................................................... 28
7) Configure All e-MDs Workstations................................................................................................................ 30

Point all workstations to the e-MDs Virtual Fax Server .......................................................................................... 30
COPYRIGHT 2014 e-MDs Inc., All Rights Reserved. Product and company names are trademarks of their respective owners. R01 20140827
PAGE 2
About e-MDs Fax Server 8.0

e-MDs Fax Server and FaxMan work in conjunction with Microsoft Windows Faxing Services, e-MDs Solution Series, and eMDs Fax Monitor to provide a complete inbound and outbound faxing solution for electronic documents.
Terms and Descriptions

This document references a variety of terms associated with fax services; some are associated with e-MDs Fax Server and
others with Microsoft Windows Fax Services. The following table provides a quick reference for clarification:
Term
Description
e-MDs Fax Server Service
e-MDs primary fax engine which communicates with Microsoft Windows Fax Services.
e-MDs FaxMan
Sets options for the e-MDS Fax Server and is a tool for monitoring Outbound and Inbound faxes.
e-MDs Fax Monitor
e-MDs Solution Series module that supports outbound faxing from applications such as Microsoft
Word, Outlook, etc. Works primarily in conjunction with the TIFF Printer.
Microsoft Windows Fax Service
Windows primary fax engine that performs inbound fax reception and outbound fax transmission.
Microsoft Windows Fax Console
Application for configuring Microsoft Windows Fax Services.
Microsoft Windows Fax Monitor
Microsoft Windows real time fax status monitor; accessible via the Tools menu in the Fax Console.
Before You Begin

If this is a first-time installation of e-MDs Solution Series...
These installation instructions assume that you are installing Fax Server in an existing e-MDs Solution Series
environment. If this is the first time e-MDs Solutions Series has been installed on your network:
Use the e-MDs Solution Series 8.0 Installation and Upgrade Guide to install the e-MDs TopsData database and eMDs Solution Series on the SQL Server, and then to install e-MDs Solution Series on all workstations in the clinic.
After completing the above steps, follow this guide to install the e-MDs Fax Server components on your Fax
Server.
Important Points!
e-MDs Fax Server must have a dedicated analog phone line that is not split, DSL filtered, or shared with any other
device, including a paper fax machine, credit card machine, or an all-in-one printer. If you use other applications that
dial out via modem (such as lab interfaces or software used to file claims electronically), these applications must be
on separate workstations with a dedicated analog phone line.
In version 8.0 of e-MDs Solution Series, the e-MDs Fax Server module utilizes the Microsoft Windows Faxing API.
Due to this, it is important that the Windows Faxing Services be correctly installed and configured before
implementing the e-MDs Fax Server module. When the e-MDs Fax Server modules are installed in a Windows
Server 2008 environment, the Desktop Experience Windows Feature must be enabled for outbound faxing.
For best performance, do not install e-MDs Fax Server on your SQL Server machine. Fax Server is resource
intensive and could impact SQL Server response times.
Always log into the machine with the Microsoft Windows Domain Administrator during installation. Failure to do
so will cause files to be installed in the wrong directories and will prevent correct handling of files that should be
deleted or overwritten for proper functionality of the application. This may result in access violations and other
unexpected system behavior.
PAGE 3
Real-time antivirus protection and/or other security programs (such as Norton AntiVirus, Microsoft Security
Essentials, McAffee, and so on) can interfere with proper installation or upgrade of any e-MDs module. To avoid
potential issues, temporarily disable or turn off real-time antivirus protection before beginning the installation or
upgrade procedure and do not re-enable until the installation or upgrade is complete.
Confirm that the Following is Readily Available

If your Fax Server is utilizing Windows Server 2003, please have its install disc available
Although it may not be required, it is useful to have on hand
The name of your clinics e-MDs database and SQL server

The username and password for the e-MDs Silent Login account
The username and password for the Microsoft Windows Domain Administrator
The e-MDs installation files, either from the installation DVD disc or downloaded files from the Support Center
Installation Overview
1 Verify Information (Requirements, Credentials, Server Name, and Database Name)
The following information is critical and should be confirmed before starting the installation:
Operating System Requirements: e-MDs Fax Server 8.0 can utilize Windows 7, Windows Server 2003,
Windows Server 2008, and/or Windows Server 2008 R2 environments. The operating system can be
either 32-bit or 64-bit. Please have the operating system installation disc available, as it may be needed.
o
As Server 2003 will reach an end-of-life in 2015, it is strongly suggested that Windows 7,
Windows Server 2008, or Windows Server 2008 R2 be utilized.
Hardware Requirements: The Fax Server machine should have a minimum of 2GB of RAM. The modem
must be recognized by Windows; e-MDs makes no specific brand recommendations on modems.
Phone Line: The phone line must be analog and not have any other devices sharing it (physical fax
machines, Point-Of-Sale systems, line splitters, DSL shields, etc.).
Microsoft Windows Domain Administrator account; local IT will know this information.
e-MDs Silent Login user account (explained in the next section on pages 5-6, steps 3-7)
If the e-MDs Fax Server modules were in use previously, this account most likely exists already.
As such, obtain this information from a user at the clinic prior to beginning the install. You can
also try to log into e-MDs using Fax Server as the username and password, as this is the
standard/default Silent Login user account.
This account will be created if it was not in use previously.
The name of your clinics e-MDs database and SQL server

o
Both can be obtained from an existing workstation from the e-MDs login splash screen; use the
button to drop down a menu where this information is listed.
2 - Uninstall Previous e-MDs Applications (e-MDs Solution Series and e-MDs Fax Server)
Any previous e-MDs applications including Solution Series and e-MDs Fax Server should be uninstalled prior to
installing a new version to ensure a fresh installation. Note: One or both may be present.
Windows Server 2003: Access the Control Panel Add/Remove Programs Uninstall e-MDs Fax
Server and/or e-MDs Solution Series.
Windows 7 or Server 2008: Access the Control Panel Programs and Features Uninstall e-MDs Fax
Server and/or e-MDs Solution Series.
3 Verify Windows Phone and Modem Options (Fax Device and Area Code)
Confirm that the modem device is recognized by the system:
Access Control Panel Phone and Modem Options

and is connected to a COM port successfully.
o
Modems Tab and confirm that a device appears
If using a BrookTrout card, nothing will be listed in this area. Instead, access the Windows Device
Manager and confirm that a Computer Telephony entry exists. Expanding this option will show
the name of the installed BrookTrout card.
PAGE 4
Configure Windows with the correct area code (Control Panel Phone and Modem Options Dialing Rules Tab).
4 Install and Configure Microsoft Windows Fax Components

This application will control the transmission of outgoing faxes and reception of incoming faxes.
Windows Server 2003: The Microsoft Fax components are called Microsoft Fax. This is an additional
Windows component that must be added via the Windows Server 2003 installation disc.
Windows 7 and/or Server 2008: The Microsoft Fax components are called Windows Fax and Scan. This
module is installed by default in Windows 7/Server 2008; it does not have to be installed on its own.
Fax Account: Following installation, access Windows Fax and Scan Tools Menu. Choose Fax
Account and create an account by connecting it to a local fax modem. This is required.
Additional Server 2008 Requirement: The Windows Desktop Experience Feature must be
installed. A reboot is required after installing this module.
Dialing Rules may need to be set up as well; please see page 17 for more information.
5 Install e-MDs Solution Series 8.0

Install e-MDs Solution Series fully on the Fax Server machine using the installation media.
Most clinics will download the installation files from the e-MDs Support Center once they are entitled.
New clinics and special cases will be sent an installation DVD.
Requirements for installation of any/all e-MDs components (Solution Series, Fax Server, etc.):
o
Log into the machine using the Windows Domain Administrator account.
Temporarily disable any antivirus/security programs.
Install e-MDs Solution Series to C: drive only; using other partitions/drives cause problems.
While installing e-MDs Solution Series on the Fax Server machine is not specifically required, it is strongly suggested
to help with troubleshooting efforts, ensure .NET files are present, and add the TIFF Printer.
6 Install and Configure e-MDs 8.0 Fax Server Components

Install e-MDs Fax Server modules from the installation media and confirm everything is operational.
Follow the same installation rules listed above (domain administrator, C: drive, and so on).
Following installation, verify the e-MDs Fax Server service is running successfully (its status is Started).
o
If this service did not start, right click on it and choose to Start.
If this fails due to an error such as 1053, 1058, 1063, 1067, 1069, and/or Started and
stopped with no work to do, contact e-MDs Support. Further information is on page 29.
Set a dependency on e-MDs Fax Server so that it will automatically start following a reboot of the Fax Server
machine by running sc config Emds.Fax.Server.Solution depend= Fax in a command prompt.
Create a virtual Fax Server in e-MDs FaxMan Server Configuration. This is an absolute
requirement; faxes cannot be transmitting until this is completed. Please see pages 23-24.
Set the clinics fax number in the Configuration area of e-MDs FaxMan.
7 Configure All e-MDs Workstations to Point to the e-MDs Virtual Fax Server
Log into e-MDs at all workstations and access the Fax Monitor.
You may get a popup stating that a Fax Server must be chosen. If so, click on OK.
o
A small window titled e-MDs Fax Monitor Options will appear. Set it as follows:
o
o
o
If this popup doesnt appear, click on the Tools menu at the top, and then select Options.
Fax Printer Folder: Set this to C:\Faxprinter (a local folder, not a UNC path shared across the
network).
Fax Server: Set this to the name of the virtual Fax Server you previously created in step 6.
Delete on Submit: When checked/enabled, a fax disappears from the fax list area in Fax Monitor
once it is submitted. This helps prevent confusion and is thus suggested be used by clinics.
Click on OK to confirm these settings. You should now be able to fax from the workstation.
Repeat this process at all other machines.
Installing and Configuring e-MDs Fax Server 8.0
PAGE 5
1) Verifying Critical Credentials

To Create and/or Verify Credentials
1
2
You will need to verify several credentials prior to working through the installation, including:
Microsoft Windows Domain Administrator
e-MDs administrator account
e-MDs Silent Login user account (explained in steps 3-7 below)
Verify that the Microsoft Windows Domain Administrator account credentials can be used to log into Windows on the
computer where the e-MDs Fax Server will be installed. Do not proceed until you are able to log in successfully with
these credentials.
This account is used to log into the Fax Server machine after a reboot (i.e., when logging into Windows itself).
Note: You must use the Domain Administrator account when performing the installation of any components, including
Microsoft and e-MDs modules. Further, the Domain Administrator account must be used when testing to confirm full
faxing functionality. Using an account that is only a member of the Domain Administrator group (instead of the primary
Domain Administrator) is not adequate and will result in improper installation of required files.
To create an e-MDs Silent Login user

account for the Fax Server application:
Log into e-MDs Solution Series using
administrator account. Click the Run menu
and go to Security Users.
The Find a Login window displays as
shown to the right. Click the New button.
The Edit Login will appear.

Type in faxserver as the username, and
then type in a password.
e-MDs does suggest that the password be
faxserver as well for simplicity. As the
account is only designed to allow access to
the e-MDs FaxMan application, it is highly
limited in permissions. However, if a clinic
is concerned regarding the password for
security reasons, please feel free to utilize a
unique password.
Note that if a clinic has imposed password
requirements minimum number of
characters, usage of at least one number,
etc. this criteria must be met when setting
the password.
Copyright 2014 e-MDs Inc., All Rights Reserved. Product and company names are trademarks of their respective owners. R01 20140827
PAGE 6
Setting the Medical Facility:

Options for this are found on the right side
of the Edit Login window.
Add the appropriate (Internal) Medical
Facility at the bottom of the screen by using
the yellow plus (+) icon. In the Find
Internal Medical Facility window, click on
the Search button, locate your facility, and
click on Select.
Setting the Fax Manager Admin

Additional Privilege:
You must add an additional privilege. Click
on the yellow plus (+) icon in the Additional
Privilege Area. In the Select a Privilege
window, select the Fax Manager Admin
privilege (you can type in fax and it will
automatically appear), and then set the
Access Level to Read/Write/Delete.
Click on the Save button to close this popup
window.
Note: A clinic can choose to give the silent
login account further privileges as
warranted.
Back in the Edit Login window, click on

Save to create the e-MDs Silent Login user
account with a username of faxserver.
This account has two primary functions:
To allow users to access the eMDs FaxMan application to check

on the status of faxes; this account
effectively helps enforce by giving
all users access to an account that
only has this permission (i.e., the
faxserver account wont have
administrator privileges)
This account will also absorb a

large number of Taskman
messages created by the e-MDs
FaxMan application. For example,
whenever a fax is received or sent,
a Taskman notification is made.
By using the e-MDs Silent Login
user account, e-MDs users will not
be overloaded with these
notifications (there are potentially
hundreds on a normal workday).
Verify that you can log into e-MDs using

this new account before proceeding.
PAGE 7
2) Uninstalling previous e-MDs Applications (Solution Series and Fax Server)

The following procedure walks you through uninstalling the e-MDs Solution Series and Fax Server applications. You must perform
these steps in the sequence shown before you can install the current Fax Server.
To Uninstall e-MDs Applications on Windows Server 2003

Important! To prevent any errors during the installation of the application, ensure you have first done the following:
Processed all pending faxes (these will not carry forward)
Deleted all faxes from Microsoft Faxs Outbox
If e-MDs Fax Server modules were previously installed, you should stop the services first:
o Click the Windows Start button Run type in services.msc and hit Enter.
o Right click an entry and choose Stop. Stop e-MDs Fax Server and then e-MDs External Heartbeat.
Note: If the Fax service (Microsofts fax service) is left running during the install, any received faxes
will not be automatically imported into e-MDs Docman after the e-MDs Fax Server installation is
completed. These faxes can be manually imported into Docman using the Import Document
option under the Tools menu.
Click on the Start button.

Access the Control Panel; this may
be under Settings.
Go into Add/Remove Programs.
In the Add or Remove Programs

window, locate the e-MDs Fax
Server entry. Click on it to
highlight, and then choose to
Remove.
If e-MDs Solution Series was
installed on the Fax Server
machine and present in this list,
you must remove all the following
in order:
e-MDs Solution Series

Crystal Reports (2008
Runtime)
GPL GhostScript (8.15)
GPL GhostScript Fonts
NDDF Framework
e-MDs Support Libraries

Please note that you may not see
all of the above entries.
PAGE 8
Following the uninstall, leftover installation folders must be renamed.
Access C:\Program Files\e-MDs\Solution Series\Apps and rename it to AppsOLD.
Do the same for C:\Program Files\e-MDs\e-MDs Fax Server, renaming it to Fax ServerOLD.
o
Note: If using a 64-bit machine, go into C:\Program Files (x86) to locate the e-MDs folders.
This step ensures that the previously used files and folders will not interfere with the new installation.
Reboot the machine.
To Uninstall e-MDs Applications on Windows 7/Server 2008

Important! To prevent any errors during the installation of the application, ensure you have first done the following:
Processed all pending faxes (these will not carry forward)
Deleted all faxes from Microsoft Faxs Outbox
If e-MDs Fax Server modules were previously installed, you should stop the services first:
o Click the Windows Start button Run type in services.msc and hit Enter.
o Right click an entry and choose Stop. Stop e-MDs Fax Server.
o
Note: If the Fax service (Microsofts fax service) is left running during the install, any received faxes will not
be automatically imported into e-MDs Docman after the e-MDs Fax Server installation is completed.
These faxes can be manually imported into Docman using the Import Document option under the Tools
menu.
Click on the Start button and access

the Control Panel.
If using Category View (roughly
eight icons present), click on
Uninstall a Program under the
Programs heading; this is shown to
the right.
If using the Standard View (more

than thirty icons), click on
Programs and Features.
In the Add or Remove Programs

window, locate the e-MDs Fax
Server Solution entry. Click on it
to highlight, and then choose to
Remove.
PAGE 9
If e-MDs Solution Series was

installed on the Fax Server
machine and present in this list,
you must remove all the following in
order:
e-MDs Solution Series

Crystal Reports (2008
Runtime)
GPL GhostScript (8.15)
GPL GhostScript Fonts
NDDF Framework
e-MDs Support Libraries
Please note that you may not see all
of the above entries.
Following the uninstall, leftover installation folders must be renamed.

o
Access C:\Program Files\e-MDs\Solution Series\Apps and rename it to AppsOLD.
Do the same for C:\Program Files\e-MDs\e-MDs Fax Server Solution, renaming it to Fax Server
SolutionOLD.
o
Note: If using a 64-bit machine, go into C:\Program Files (x86) to locate the e-MDs folders.
This step ensures that the previously used files and folders will not interfere with the new installation.
Reboot the machine.
PAGE 10
3) Verifying Phone and Modem Options (Fax Device and Area Code)
Before you can install and configure the applications, you must verify the modem is operational.
For a Standard 56K Phone Modem (Any Version of Windows)
Access the Control Panel and go into

Phone and Modem Options. In here,
access the Modems tab. If a modem
has been installed successfully, it will
appear in this area and have an
appropriate COM port assigned to it.
If the Attached To column

indicates Not Operational, Not
Present, Missing, or a similar
message, then Windows is not
detecting the modem. Local
IT will need to ensure the
modem is connected, powered
on, and its drivers are properly
loaded.
Click on the modem to highlight it, and

then access the Properties. Go into the
Diagnostics tab and click on the
Query Modem button. This will ensure
that Windows is able to communicate
with the modem. You should see a
Success result appear.
Windows may report that the modem is
inaccessible, and/or that the port the
modem accesses is currently open by
another application. These errors will
need to be addressed by local IT. Note
that you may get a false positive error
if the modem is currently
receiving/sending a fax, as this means
it is already in an operational state
successfully.
PAGE 11
For a Brooktrout Multi-line Modem Card (Any Version of Windows)
BrookTrout cards will not appear in the

Phone and Modems area. Instead, you
must access the Device Manager.
Server 2003: Access Control Panel
and go into System. Click on the
Hardware Tab and then the Device
Manager button.
Windows 7/Server 2008: Access the
Control Panel.
Category View: Click on the

Hardware heading, and then
click on Device Manager
under the Devices and
Printers area (at the top).
Standard View: Click on

Device Manager.
Once in the Device Manager, there will

be a Computer Telephony entry.
Clicking on the plus icon (+) to the left
will drop down entries for any installed
BrookTrout Cards.
Access the properties of the card. In

here, access the Device Details tab. In
here, you can click on the Configure
button toward the bottom right. This will
ensure that the card is installed
correctly, and also allow you to access
various settings for configuration.
Local IT is responsible for installing and
confirming that the BrookTrout card is
working successfully. This requires
that local IT contact Dialogic
(BrookTrout manufacturer) to obtain the
necessary drivers and installation
software, which is referred to as the
Fax Service Provider Software (FSP).
PAGE 12
Verifying Area Code in Phone and Modem Options (Any Version of Windows)
Once the modem device is confirmed

as installed and operational, make sure
that the clinics area code has been
entered into the Phone and Modem
Options area. As Microsoft controls the
number that is dialed for outgoing
faxes, it is vital that this be configured in
order to ensure that local and long
distance numbers can be negotiated
properly.
Access the Control Panel and go into
Phone and Modem Options. A location
will appear (name will vary). Click on
the entry to highlight it, and then click
on the Edit button.
Note: If you access Phone and Modem

options and get a Location
Information popup window, fill out the
information as needed (this is
equivalent as both of the steps in this
section of this guide).
In the Edit Location window, make

sure that the Area Code box has the
clinics appropriate Area Code listed. If
it is missing, enter it in, click Apply, and
then OK.
Please note that this area is also
important for dialing options that may
pertain to a clinic. For example, if they
have to dial a 9 for an outside line,
enter this into the appropriate box.
These options apply to all outgoing
faxes, and must be set correctly
through Microsoft Windows.
Regardless of what number may be
entered in through e-MDs for an
outgoing fax, if the rules are not set
properly here in the Phone and Modem
Options, the fax may not dial out
properly.
This also pertains to Area Code Rules
(second tab at the top), where specific
area codes may require specific rules,
such as dialing all ten digits, or dialing a
1, and so on. More information is
available on page 17.
PAGE 13
4) Install and Configure Microsoft Windows Fax Components

The install portion of this section of the guide (pages 13 and 14) only pertains to a Windows Server 2003 environment, as the
Microsoft Fax is an additional, optional component that must be installed. Page 15 deals with the configuration of the Microsoft
Windows Fax components.
If using Windows 7 or Server 2008, please skip to page 16.
To Install Microsoft Windows Server 2003 Fax Services (Microsoft Fax)
1
2
Obtain the installation disc for Windows Server 2003.

Note: If your IT Professional has copied the I386 directory to your C:\ drive then the Windows CD may not be needed
to uninstall and reinstall the Microsoft Faxing Components.
Confirm that you are logged in with the
Microsoft Windows Domain Administrator
account.
Go to Start Control Panel Add or
Remove Programs Add/Remove
Windows Components (on the left side
of the screen).
Place a checkmark in the box next to Fax

Services and click Next.
Windows builds a list of files required to

install Fax Services.
After you install Fax Services, click Start,

then click Printer and Faxes. Confirm
that the local fax printer is installed. If the
Fax icon is not displayed, proceed to the
next step below.
PAGE 14
If APF Fax is listed, delete it. This is a

leftover from previous versions of e-MDs;
it is no longer needed in e-MDs 8.0.
Further, it can interfere with the Fax from
working properly, and as such, can be
safely removed.
If the Fax printer icon is not displayed,

click File and select Install a local fax
printer.
PAGE 15
To Configure Microsoft Fax (Windows Server 2003 Only)
Access Microsoft Fax: Start Printers and Faxes Fax.
Note: If the Firewall alert window pops up, click Unblock.

Access Tools Configure Fax.
Configure Fax Area

If you get a message stating there is
no modem installed, local IT will need
to resolve this first.
Walk through these screens by clicking
Next, making sure to put the clinics fax
number into the appropriate field.
These screens can also be used to
designate a particular modem as
outgoing or incoming only.
One screen will ask if you want to print a
copy or save incoming faxes to another
location; it is suggested that neither of
these be enabled.
Access Tools Fax Printer Configuration.

This area holds several settings that may be useful to check, but this is not necessary for the fax to work successfully.
Sharing Tab: Do not share out the fax; this can cause problems. By default, it is not shared.
Tracking Tab: This tab designates what activity will appear in the Microsoft Faxs Fax Monitor window. For
clinics with multiple modems, you can set either the incoming or outgoing fax to be monitored, which can
show you real time activity.
Archives Tab: Shows where all incoming and outgoing faxes are archived. By default, the locations are:
C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\Inbox
C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\SentItems
It is not suggested that these folder paths be changed.
Devices Tab: The installed modems will be listed in here; you can highlight each one and click on the
Properties button to access more options.
Properties Button: You can set the number of retry attempts and the delay in between; by default,
this will be 3 times every 10 minutes. After these retries are exhausted, the fax will enter a Failed
status in e-MDs Fax Manager, and will only be resent if a user manually chooses to resend it.
The Cleanup area is worth noting, as it can be set up to delete faxes from the above folders after a
certain number of days. By default, this should be turned off. It is not necessary to keep every fax
ever received, as e-MDs will automatically import all received faxes into its shared Docman Images
folder. In other words, once a fax is received, it is imported into Docman, as a copy of the fax is
added to the Docman Shared Images folder. Setting a cleanup to delete faxes that are for
example six months or older will help ensure that the Fax Server machine does not become
overloaded with thousands of redundant fax images.
PAGE 16
To Configure Windows Fax and Scan (Windows 7/Server 2008)
Access Windows Fax and Scan: Start Devices and Printers Fax.
Fax Accounts (Windows 7/Server

2008 Only):
Note: If the Firewall alert window pops up, click Unblock.
Access Windows Fax and Scan, go into

Tools, and select Fax Accounts. Click
on Add and walk through setting up
the account by choosing to connect to a
local fax modem. This process should
detect the modem automatically; in the
large majority of cases, you simply click
Next multiple times to complete this.
You will see All fax accounts are
accessible at the bottom right of the
Windows Fax and Scan window
following completion of this process.
Desktop Experience (Windows Server 2008 Online): If using Windows Server 2008, you must install the Desktop
Experience Windows Feature. After it has been installed, you must reboot the system.
1.
2.
3.
Click Start, access Programs, go to Administrative Tools, and then click Server Manager.
Alternatively, click on Start, right click on Computer, and choose Manage.

Click Features in the left hand menu.
In the right hand menu, click on Add Features.
Note: In the below screenshot, the features already show the Desktop Experience listed, meaning
that it is installed. For now, this guide assumes that this has not yet been added, and thus, does not
appear in the Features Summary area.
PAGE 17
The Add Features Wizard starts. In

the Features list, select Desktop
Experience (please a checkmark next
to it), and then click Install.
Complete the installation. Please note
that this might require the installation
disc for Windows Server 2008.
Following the install, you must reboot
the system so Desktop Experience
becomes active. Faxing will not be
possible until this reboot is done.
For installation instructions:
http://www.youtube.com/watch
?v=cOyRFP6KuEI
Additionally, steps direct from Microsoft:
http://technet.microsoft.com/enus/library/cc754314.aspx
To Configure Dialing Rules (Any Version of Windows)

The final step in configuring Microsoft Fax/Windows Fax and Scan
modules is setting up the Dialing Rules. Dialing Rules are used to
tell the Microsoft Windows Fax components how to dial numbers.
If these are not configured correctly, e-MDs may not be able to
transmit outgoing faxes properly (or at all).
Dialing rules are accessed via Control Panel Phone and Modem
Options (Edit button on your location) Area Code Rules Tab
(second tab). Dialing rules can include:
o
If a specific number is used to reach an outside line, the

Dialing Rules must be configured to always dial this (such
as a 9).
If specific long distance area codes must be dialed,

Dialing Rules must be set up for each area code. In other
words, if sending to 123-456-7890, and the 123 area code
is considered long distance, all ten digits may need to be
dialed (depending on rules set by the clinics phone
company). A Dialing Rule for the 123 area code must be
configured so that everything is dialed correctly. Without
this, the 123 may be omitted, which will prevent the fax
from dialing out.
These rules are subject to change at any time as

determined by local phone company regulations.
Dialing Rules are handled by Microsoft Windows entirely; e-MDs

Fax Server modules do not govern this functionality. As such, local
IT is responsible for configuring, maintaining, and updating Dialing
Rules. You may need to consult with your local phone company to
ensure that the Dialing Rules are being set up properly.
The example to the right shows a rule for the 512 area code to
always dial a 1 and all ten digits.
o
For more information, refer to Microsoft Windows

documentation and/or support. The below link may help:
http://windows.microsoft.com/en-us/windows-vista/phoneand-modem-options-setting-up-dialing-locations
PAGE 18
5) Install e-MDs Solution Series 8.0

It is strongly suggested that e-MDs Solution Series 8.0 be installed on the Fax Server machine. While this is not required, it will
assist with any potential troubleshooting issues that may appear later on. This also helps ensure .NET files are installed as well.
Most clinics will download installation files from the e-MDs Support Center once they are entitled to the newest version.
New clinics and special cases will be sent an installation DVD.
Please refer to the install guide and documentation for assistance with installing e-MDs Solution Series 8.0. There should
be a Documentation folder that includes these steps.
o To summarize, you need to do the following:
1. Log into the Fax Server machine using the Windows Domain Administrator account.
2. Know the clinics server and database names prior to performing the install.
3. Use Windows Authentication when prompted.
Following installation, ensure that you can log into e-MDs using an existing account. For example, you can use the e-MDs
Silent Login user account (named faxserver) to test this. You could also use the existing administrator account, or any eMDs user account.
6) Install e-MDs Fax Server 8.0 Modules

The below section walks through installing the e-MDs Fax Server Solution service and the e-MDs FaxMan application at your Fax
Server machine.
Install e-MDs Fax Server 8.0 Modules
Install e-MDs using the installation media you have obtained.
Most clinics will have downloaded the latest install files for e-MDs 8.0 from the Support Center once
the clinic has become entitled.
Only new clinics and special cases will have an installation DVD.
Locate the Fax Server folder and run the setup.exe file found within it.
On the Welcome screen, click Next.

Note: If an unknown publisher
screen appears, click Yes to continue.
PAGE 19
On the License Agreement screen,

read the e-MDs Software
Documentation Use Agreement.
Select I accept the terms of the
license agreement and click Next.
When the Question window opens (see below), click Yes to continue.
This screen is stating that all faxes in the Microsoft Fax inbox will be deleted. This is done to prevent a second
import of existing faxes. In other words, if a clinic had 2,000 faxes in their current Microsoft Fax (or Windows Fax
and Scan) inbox, and these werent purged, a copy of every fax (all 2,000) would be re-imported into Docman.
Windows Server 2003s inbox is located at:
C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\Inbox
Windows 7/Server 2008s inbox is located at:
C:\ProgramData\Microsoft\Windows NT\MSFax\Inbox
You do not have to make a backup of these files, as faxes are immediately imported into Docman. This means
that every incoming fax has been copied into the Docman Images folder on your clinics network. As such,
purging the inbox will not remove any faxes from your clinics Docman, nor any information in patient charts.
You can certainly make a backup of these files if desired; simply copy all files in the corresponding folder above,
and paste them into a different folder elsewhere (it is suggested that you create a Fax Backup folder on the
desktop, and then copy all faxes from the appropriate Microsoft Windows inbox, as referenced above).
Select Custom and click Next to

continue.
Click the check box before Yes,

uninstall previous versions.
If the Fax Server files should be

installed in a different folder, click
Change and select the correct folder.
PAGE 20
Click Next to continue.
After the correct path is shown, click

Next to continue.
Please note that it is highly unlikely you
will install the e-MDs Fax Server
modules in a different folder than the
default location chosen by the installer.
Further, you must install the e-MDs Fax
server modules on the C: drive. Do not
install it to another partition or drive, as
this will cause problems later on.
Click the check boxes to select the

features to be installed:
e-MDs.Fax.Server.Solution is for
configuring and managing user access
to view status of inbound and outbound
faxes. It is only installed on machines
where a modem/phone line are present.
You can set up multiple Fax Servers as
needed.
e-MDs FaxMan provides services to
permit processing of faxes within eMDs Solution Series.
Note: With e-MDs 8.0, the

FaxMan application will be
installed at all workstations by
default. This has been done
to increase ease-of-use by
allowing users to quickly
reference the current status of
Pending and Sent faxes.
Click Next to continue.
PAGE 21
On the Database Server screen , click

the Browse button to navigate to your
SQL server.
We do not suggest typing in

the Server name; browsing
ensures that the Fax Server
machine can access it.
Select Windows authentication after

choosing your SQL server
If you are not able to locate the SQL
server, this indicates an issue with your
network. Do not proceed until you
have resolved the network issue and
are able to browse to the SQL server.
You may need to check DNS settings,
drop/re-add the Fax Server machine to
the clinics domain, disable
security/firewall programs (at least
temporarily), and ensure that you are
logged in as the domain administrator.
10
More than one database can be

installed on a SQL server; as such,
always make sure you are using the
correct database name. In most
instances, this will be called TopsData,
but you can change this as needed (for
example, if different practices with
different databases share a single SQL
server).
Confirm the correct database is entered
and click Next.
11
Enter the credentials for the e-MDs

Silent Login user account that you
confirmed/created earlier (pages 5-6,
steps 3-7). Again, this will normally be
faxserver for the username and
password; you can always confirm it by
logging into e-MDs at an existing
workstation and accessing the Run
area. In here, go into Security, and
then Logins. Click the search button
and see if faxserver appears.
Someone at the clinic may also have
this information.
12
PAGE 22
In the Windows Domain Login screen,

you will enter the credentials for the
Windows Domain Administrator
account.
It is strongly suggested that you use the
Browse button to search out the domain
and Windows Domain Administrator
account name. In doing so, this
confirms the Fax Server machine is
connected to your clinics domain
properly and able to communicate with
the server. As such, it is not suggested
that the domain and account
credentials be typed in (as this wouldnt
confirm connectivity across the
network).
If you encounter errors when browsing
for the domain and account, this
indicates a networking issue that local
IT must resolve. Examples include:
13
The list is empty.
Undefined switch case.
Server not found. Verify that

the specific server exists. The
server name cannot be empty.
The wizard is ready to begin installation

of the program. To review or change
any installation settings, click Back.
To begin installation, click Install.
The Setup Status screen appears
showing the status of the installation.
Wait while processing continues.
14
When the InstallShield Wizard

Complete screen appears, click Finish
to exit the installation program.
15
PAGE 23
Reboot the workstation.

Note: e-MDs FaxMan is automatically installed alongside e-MDs Solution Series on all workstations. This is a
new feature of e-MDs 8.0 and is designed to increase ease of use by allowing all users to quickly access a list of
pending faxes, check configuration settings, and confirm that the Fax Servers are working properly.
If you disabled or turned off real-time antivirus protection in preparation for this install or upgrade procedure, reenable or turn on the antivirus protection now.
16
Following the reboot, access services and verify that the e-MDs Fax Server service is running.
Windows Server 2003: Click the Start button and then Run. Type services.msc and hit enter.
Windows 7/Server 2008: Click the Start button and type services.msc in the search field. Hit enter.
Locate e-MDs Fax Server and confirm that its status shows as Started.
If not, right click on it and choose to Start.
If this fails with any kind of error, contact e-MDs Support. Examples includes 1053, 1058,
1063, 1067, 1069, and Started and stopped with no work to do. See page 29 for help.
To force the e-MDs Fax Server service to automatically start following a reboot, do the following:
Open a Command prompt:
o Windows Server 2003: Start Run Type cmd Hit Enter.
o Windows 7/Server 2008: Start Type cmd in the search field Hit Enter.
Type sc config Emds.Fax.Server.Solution depend= Fax and hit Enter (be sure to include all spaces).
This process sets a dependency on e-MDs Fax Server via the Fax service, meaning it will automatically
start whenever the Fax service is running. This is considered extremely helpful and strongly suggested.
17
Following installation of the e-MDs 8.0 Fax Server modules, you absolutely must
create a Virtual Fax Server. Until this is done, no user will be able to send any faxes.
At the Fax Server, log into e-MDs FaxMan. Access the Server Manager Tab (far right). You will see two
columns. The left column lists the name of your physical Fax Server machine(s). The right column mentions the
name of any virtual Fax Servers youve created (this will initially be empty following the install).
18
Click on the Maintain Virtual Servers button.
PAGE 24
19
Click Add New and type in a name for the virtual Fax Server. This name can be anything it is only a label. It
is suggested that it be named identically to the Fax Server machine name (for simplicity). Click Add and then
Done.
20
Back in the Server Manager Tab, click on the Fax Server machine name on the left to highlight it. Then, on the
right side, place a checkmark next to the virtual Fax Server you just created. The virtual Fax Server will turn
blue; this indicates that it is now active and connected to the physical Fax Server machine.
As mentioned previously, until the Virtual Fax Server is

created and actively tied to a physical Fax Server machine,
sending faxes will not be possible in e-MDs 8.0. Users will
get a popup stating that the Fax Server must be configured
before faxing can be done. As such, it is extremely
important that this step be completed.
21
PAGE 25
You should also add in your clinics fax number into e-MDs FaxMan.
1.
Log into e-MDs FaxMan.
2.
Access the Configuration Tab (second from the right).
3.
Click on Maintain Phone Number (button toward the bottom right).
4.
Click on Add New and type in your clinics phone number.
5.
Click Add and then Done.
6.
Confirm that the phone number is now listed in the Maintain Phone Number area.
PAGE 26
Create the C:\Faxprinter Folder and Confirm All Folder Permissions (Any Version of Windows)
Version 8.0 requires that you create

a Faxprinter folder on the root of C:\.
This will need to be done on all
workstations.
This folder is a local folder; you
cannot use a shared folder that lies
on another machine in your network.
Later on, this folder location will be
set up in e-MDs Fax Monitor. You
will use the local folder path
C:\Faxprinter, not a UNC path..
Further, do not share the
C:\Faxprinter folder. This can cause
different problems, such as users
inadvertently deleting faxes
submitted by other users.
Confirm that the C:\Faxprinter folder

has the Domain Users group with
Full Control level permissions. Right
click on C:\Faxprinter and then click
on Properties. In here, go into the
Security tab.
In the Group or User Names area,
you should confirm that Domain
Users appears. Click on it to
highlight it. In the bottom half of the
screen, you will see an area labeled
as Permissions for Domain Users.
Look at the entries listed in this area
and confirm that the Full Control
line has a checkmark in the Allow
column (see next step for a
screenshot showing this).
If the group doesnt exist or doesnt
have Full Control permissions, these
will need to be set. Please proceed
to step 3 to complete this.
Note: This is only required for the
Security settings. You do not need
to change or set any options for
Sharing with this folder, as it should
not be shared out.
PAGE 27
On all workstations (with or without

Fax Server), add the Domain Users
group with Full Control level
permissions to the following folders:
C:\Program Files\e-MDs
C:\Faxprinter
C:\Temp
If the Domain Users group is listed

but does not have Full Control
permissions to a folder (i.e., it is not
checkmarked in the Allow column):
1.
Click on Domain Users to

highlight it.
2.
Click the "Edit" button.
3.
In the Permissions for

(foldername) Window, click
on Domain Users to
highlight it.
4.
Place a checkmark next to

Full Control in the Allow
column.
5.
Click on Apply.
6.
Click on OK.
If the Domain Users group is not

present for a folder:
1.
Click the "Edit" button.
2.
Click the "Add" button, and

then type in "Domain
Users in the box.
3.
Click the "Check names"

button, and the click "OK."
You will be taken back to
the Security Tab.
4.
Click on "Domain Users" to

highlight it.
5.
In "Permissions for
Administrators," ensure that
"Full Control" is listed under
"Allow" column.
6.
Click OK to close the

properties window, and
repeat these steps for other
folders as needed.
PAGE 28
Configure e-MDs Fax Server Service (Any Version of Windows)
Click the Windows Start button, right-click

on Computer and click Manage.
Next, select Services and Applications,
then click Services to see the list of
services.
Alternatively, you can access the services
by doing the following:
Windows Server 2003: Click the

Start button and then Run. Type
services.msc and hit enter.
Windows 7/Server 2008: Click the
Start button and type
services.msc in the search field.
Hit enter.
e-MDs Fax Server 8.0 only installs the eMDs Fax Server service; it does not install
an e-MDs External Heartbeat service
(which was present in the previous versions
of e-MDs Fax Server, such as 7.2.1 and
prior) as the Heartbeat is no longer needed.
Right-click e-MDs Fax Server and then
click on Properties.
Note: If changes are made in the FaxMan, you
must restart the e-MDs Fax Server service.
On the General tab, ensure that the Startup

Type is set to Automatic and then select
the Log On tab.
As mentioned previously on page 23:
To force the e-MDs Fax Server service to
automatically start following a reboot, do the
following:
Open a Command prompt:
o Windows Server 2003:
Start Run Type
cmd Hit Enter.
o
Windows 7/Server 2008:

Start Type cmd in the
search field Hit Enter.
Type in
sc config Emds.Fax.Server.Solution
depend= Fax
and hit Enter. This will set the e-MDs Fax
Server service to automatically start
following a reboot (specifically, it forces the
e-MDs Fax Server to start alongside the
Fax service).
PAGE 29
The Logon tab should show the Windows

Domain Administrator account in use for the
e-MDs Fax Server service. Assuming the
installation was done correctly, you do not
have to do anything further in this tab.
The account should be in the form of
\\ServerName\Administrator or similar.
If you ever get a 1069 error, this indicates
that the password for this account is
incorrect. As such, erase the password that
is present, type in the correct password in
both fields, click Apply, and then click OK.
Try to start the e-MDs Fax Server service at
that time; it should start successfully.
If the e-MDs Fax Server service has not

started already (it should start automatically
following installation), right click on e-MDs
Fax Server and choose to Start it.
It is useful for e-MDs users to know how to
check that the e-MDs Fax Server service is
running successfully, as this may need to
be done to resolve various
issues/troubleshoot problems related to
faxes.
The Status bar indicates the service start is

in progress.
Note: If the status bar hangs for more than
3 minutes, reboot, and then verify you have
the correct Login and password.
If you get any error when attempting to
restart the service 1053, 1058, 1063,
1067, 1069, etc. please see below for
additional information.
Common Errors that may occur when restarting e-MDs Fax Server Service:
1053: This error indicates the Fax Server machine cannot be authenticated via the server. Unfortunately, this error can be
caused by potentially dozens of factors. The quickest thing to try is a fully uninstall/reinstall of the Fax Server components. If
this doesnt resolve the issue, it is best to contact e-MDs IT Support (make a ticket in the Support Center).
1058: Indicates that the service is disabled. Access e-MDs Fax Server Properties Logon Tab. In the Hardware Profile box
(middle of the screen), select the appropriate Profile (highlight it) Click Enable Click Apply Click OK.
1063: Indicates a failed installation. Fully uninstall the e-MDs Fax Server components and then reinstall. Make sure you are
logged in as a domain administrator, are installing to the C: drive, and have temporarily disabled security/firewall programs.
1067: Normally indicates a problem on the Microsoft Fax side; local IT will need to check options. In particular, make sure the
Archive folders are correctly set in the Fax properties.
1069: Indicates that the password for the Logon is incorrect. Access e-MDs Fax Server Properties Logon Tab Delete the
password for the account Type in the correct password in both fields Apply OK.
Started and stopped with no work to do: Indicates that the Fax service (Microsoft Windows side) isnt running. Fax will
not run if there is a problem with the modem (such as a bad driver, powered off, physically broken, disconnected, etc.) or if
there are too many modem devices installed on the machine. Windows 7 can have 1 modem device while Windows Server
2003/8 can have up to 4. Datacenter and Enterprise versions of Server 2003/8 can have an unlimited number of devices.
PAGE 30
7) Configure All e-MDs Workstations

All workstations need to know where the Fax Server is located. In e-MDs 8.0, this means all workstations must point to the virtual
Fax Server in order to know where to submit outgoing faxes.
Point all workstations to the e-MDs Virtual Fax Server
Following installation,
you must go to every
workstation and set the
Fax Monitor to point to
the new virtual server.
Until this is done, no
one will be able to send
faxes.
At all workstations,
login to e-MDs Solution
Series. You can use
the administrator
account, an existing
user account, or the eMDs Silent Login user
account (faxserver).
Once in e-MDs, click
Run and then select
Fax Monitor.
In the information popup window, click OK.
Click on the Magnifying

Glass and select the
C:\Faxprinter folder that
you created previously
in this document, then
click OK.
This popup will appear

any time a workstation
hasnt been configured
with regard to outgoing
Fax Server. As such,
this can occur on new
workstations, or if a
Fax Server migration
was completed, or if a
new virtual Fax Server
was created.
This should be a local

folder called Faxprinter.
The address will
appear as
C:\Faxprinter. It should
not be shared out, nor
should the address be
a UNC path.
If you do not select
C:\Faxprinter, it will be
created automatically.
PAGE 31
Click the down-arrow

button to choose the
Virtual Fax Server (this
was created in steps
17-20 on pages 23-24,
seen above). If you do
not have a server in the
drop down box, ensure
the Fax Server Service
is running at the Fax
Server machine
This is the virtual
server you set up in the
FaxMan (see the
Utilities User Guide:
Managing Fax
Servers section, which
starts on page 109),
To test sending a fax:
Use the e-MDs Fax

Server user account or
e-MDs Administrator
user account
credentials to log in.
In e-MDs Solution
Series, click Run and
select Chart.
On your desktop,
double click the e-MDs
Solution Series icon.
To open a test patient

chart, click the
underlined Open
Patient Chart link.
In the Find Chart

Patient window, open a
test patient. Normally,
you can type in mouse
to bring up Mickey
Mouse, or test to find a
test patient.
10
Highlight the test

patient and click
Select.
11
The Test Patient chart

is displayed.
12
To send a test fax:
13
Press and hold the

Shift key, and,
click the printer
icon in the toolbar.
Still holding the

Shift key, use the
mouse to click
Health Summary.
PAGE 32
The Select Fax

Recipient Window
appears.
Under Other Fax
Number, type a
number where you will
be able to verify that
the fax was received.
14
Click Done.
15
For testing purposes,

select any item in the
Printing Explanation
window (if this
PAGE 33
When you click Done,

Fax Server sends the
fax out via the modem.
window appears).
16
You can create a

shortcut on the desktop
for e-MDs FaxMan.
You will be using this
shortcut to log in to eMDs FaxMan.
Note: The e-MDs
FaxMan will be present
in both the following
directories:
C:\Program Files\eMDs\Solution
Series\Apps
C:\Program Files\eMDs\e-MDs Fax Server
solution
If using a 64-bit
machine, you will need
to access Program
Files (x86).
17
18
PAGE 34
To monitor the activity

of the test fax, doubleclick the e-MDs
FaxMan icon for that
shortcut.
Log into e-MDs
FaxMan. You can
utilize an existing eMDs account, the eMDs administrator
account, or the e-MDs
Silent Login user
account (faxserver).
19
The fax status will be shown along with the other pertinent information in the Pending Faxes area.
20
After a short time, the

Windows Fax and Scan
Fax Monitor displays,
indicating that the Fax
Service is attempting to
send a fax. Assuming
everything has been
set up correctly
Dialing Rules, modem
is installed and
operational, phone line
is not being shared,
and so on the fax will
begin to send out.
21
PAGE 35
If the fax did not transmit, local IT will need to check the following:
Is the modem currently turned on and connected to the system?
Is the modem currently receiving a fax?
Is the number you are faxing to correctly dialed? The Microsoft Fax (or Windows Fax and Scan) has a Fax Monitor
under its Tools menu, which you can use to see the real-time status of a fax. You can use this to confirm whether or
not a fax has been dialed correctly.
Are any other devices currently sharing the phone line, such as a physical fax machine, Point-of-Sale system, DSL
shield, phone line splitter, etc.?
Does the modem dial out in Fax Console? (In fax console, send to a cell or any number with caller ID and confirm
that the number calling is the fax.)
Are you able to fax from directly within Microsoft Fax (or Windows Fax and Scan)?
o
When testing this, please choose the generic.cov cover sheet to see if faxing is successful.
Do you need to dial a number to get an outside line? (Test with an analog phone on the line.)
Have you setup the Windows Dialing Rules? This includes setting up numbers for outside lines, long distance area
codes, ten digit dialing, and so on. Please see page 17 for more information.
You may need to contact your phone company to confirm specific dialing rule needs, and/or to ensure that the fax
line is currently operational.
Try reinstalling the modem drivers, powercycling it (turning it off and on), reseating it (if it is internal), and/or
swapping the modem out with a replacement.
Try reinstalling Microsoft Fax (if using Windows Server 2003). You may also want to try running a repair of the
Windows operating system (this may require the installation media/files).
Confirm there are no physical hardware problems with faxing devices kinked phone lines, loose connections, etc.

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Installing and Configuring e-MDs 8.

0 Fax Server Components

Installing and Configuring e-MDs 8.0 Fax Server Components

1) Verifying Critical Credentials........................................................................................................................... 5

4) Install and Configure Microsoft Windows Fax Components...................................................................... 13

5) Install e-MDs Solution Series 8.0................................................................................................................... 18

7) Configure All e-MDs Workstations................................................................................................................ 30

Installing and Configuring e-MDs 8.0 Fax Server Components

About e-MDs Fax Server 8.0

Terms and Descriptions

e-MDs Fax Server Service

e-MDs Fax Monitor

Microsoft Windows Fax Service

Microsoft Windows Fax Console

Application for configuring Microsoft Windows Fax Services.

Microsoft Windows Fax Monitor

Before You Begin

Installing and Configuring e-MDs 8.0 Fax Server Components

Confirm that the Following is Readily Available

Although it may not be required, it is useful to have on hand

The name of your clinics e-MDs database and SQL server

This account will be created if it was not in use previously.

The name of your clinics e-MDs database and SQL server

Access Control Panel Phone and Modem Options

Modems Tab and confirm that a device appears

Installing and Configuring e-MDs 8.0 Fax Server Components

4 Install and Configure Microsoft Windows Fax Components

5 Install e-MDs Solution Series 8.0

New clinics and special cases will be sent an installation DVD.

Temporarily disable any antivirus/security programs.

6 Install and Configure e-MDs 8.0 Fax Server Components

Installing and Configuring e-MDs Fax Server 8.0

1) Verifying Critical Credentials

Microsoft Windows Domain Administrator

e-MDs administrator account

e-MDs Silent Login user account (explained in steps 3-7 below)

To create an e-MDs Silent Login user

The Edit Login will appear.

Installing and Configuring e-MDs Fax Server 8.0

Setting the Medical Facility:

Setting the Fax Manager Admin

Back in the Edit Login window, click on

To allow users to access the eMDs FaxMan application to check

This account will also absorb a

Verify that you can log into e-MDs using

Installing and Configuring e-MDs Fax Server 8.0

2) Uninstalling previous e-MDs Applications (Solution Series and Fax Server)

To Uninstall e-MDs Applications on Windows Server 2003

Processed all pending faxes (these will not carry forward)

Deleted all faxes from Microsoft Faxs Outbox

Click on the Start button.

In the Add or Remove Programs

e-MDs Solution Series

GPL GhostScript (8.15)

GPL GhostScript Fonts

e-MDs Support Libraries

Installing and Configuring e-MDs Fax Server 8.0

Following the uninstall, leftover installation folders must be renamed.

Access C:\Program Files\e-MDs\Solution Series\Apps and rename it to AppsOLD.

Reboot the machine.

To Uninstall e-MDs Applications on Windows 7/Server 2008

Processed all pending faxes (these will not carry forward)

Deleted all faxes from Microsoft Faxs Outbox

Click on the Start button and access