CHECKLIST
Solution capabilities checklist:
Choosing an enterprise fax server
Use this checklist to determine what your organization requires in an on-premises,
enterprise-grade fax server and see how OpenText compares with other options
Faxing remains a universal method of document delivery with up to 100 billion faxes sent each year,1 and for many organizations,
fax is also an essential part of business processes, workflows and compliance. Businesses that rely on fax-dependent
workflows and processes can reduce costs, solve tracking and security issues with digital audit trails and increase efficiency
by implementing an enterprise fax server solution. Enterprise fax servers turn faxed documents into electronic documents that
can be integrated into workflows, business processes and existing business applications. This checklist is designed to help
organizations understand what capabilities can help them achieve the business goals associated with an enterprise fax
server implementation.
Solution capabilities checklist: Enterprise fax server
OpenText™ Other Priority:
Solution capabilities
RightFax™ provider L, M, H, N/A
User-friendliness
Quick desktop faxing for Does the fax server provide print-to-fax and
Microsoft® Windows® send-to-fax functionality and easy faxing Yes
environments from the Windows tray icon?
User accessibility Does the fax server provide a “thick”
installable user client and a “thin” Yes
web-based accessible client?
SMTP email integrations Is the fax server compatible with any SMTP
email server, such as Microsoft Office 365 , Yes
® ®
Gmail , etc.?
™
Pre-built email connectors Does the fax server provide pre-built connectors
for Microsoft Exchange and IBM Notes and
® ®
toolbar access to the “send a fax” button,
pre-populated fax forms, phone books and
library documents?
Multi-function printer Does the fax server offer an SMTP connector
(MFP) integrations to fax-enable any MFP device?
Does the fax server provide pre-built,
two-way connectors with user authentication
for Ricoh , HP , Konica Minolta and Xerox ?
® ® ® ®
Does the fax server support badge-swipe
authentication to log users into their fax
account at their device?
Solution capabilities OpenText™ Other Priority:
RightFax™ provider L, M, H, N/A
Analytics
Integrated analytics Does the fax server provide visual
representation of key metrics, such as volume, Yes
system performance and channel utilization?
Does the analytics solution provide drill-down
Yes
capabilities into message-level detail?
Is the analytics tool configurable to meet the
Yes
needs of your organization?
Integrations
Production faxing capabilities Does the fax server integrate with the back-
end systems (ERP, CRM, ECM and EMRs) that Yes
generate batch documents for automated faxing?
Do batched deliveries include delivery status
Yes
notifications to the fax server?
Certified connector for SAP Does the fax server provide a pre-built,
®
Yes
certified connector for SAP?
Connector for Oracle Has Oracle created a connector for the fax
®
server to create, send and receive faxes
Yes
with Oracle E-Business Suite and Oracle 9i
applications?
Connector for Microsoft® Is there a pre-built integrated connector for
SharePoint® Ye Yes s
SharePoint?
Connector for IBM® FileNet Is there a pre-built connector for FileNet?
®
Connector for OpenText
™
Is there a pre-built connector for eDOCS?
eDOCS
Connector for OpenText Is there a pre-built connector for Content Server?
™
Content Server
Other integration options Does the fax server provide other integration
tools, modules and APIs, including those
Yes
that support embedded scripting command
languages?
Headline goes here on up to three lines and this is just some placeholder copy 2/6
Solution capabilities OpenText™ Other Priority:
RightFax™ provider L, M, H, N/A
Routing and distribution
Routing Does the fax server route faxes to an
individual user’s fax inbox and/or integrated
Y es
email inbox?
Group routing Can the fax server route faxes to all members
of a specified group? Yes
Linear distribution Can the fax server apply linear routing to a
specified group? For example, route first to
Yes
user one, then to user two and so on.
Solution capabilities OpenText™ Other Priority:
RightFax™ provider L, M, H, N/A
Round robin distribution Can the fax server distribute messages
based on load balancing within a specified
group? For example, route each message to Yes
the next available inbox?
System routing Can the fax server route faxes to a network
folder, back-end system or application,
vertical applications and document Yes
management systems?
Archival routing Can the fax server route faxes to an
archiving or storage system? Yes
Print routing Can the fax server automatically print
inbound faxes upon receipt? Yes
Routing based on optical Can the fax server use OCR and ICR to
and intelligent character convert fax images into standard, editable
recognition (OCR/ICR) text files for OCR processing?
Barcode recognition Does the fax server support barcode routing
and routing based on 1D and 2D barcodes? Yes
XML export Does the fax server output fax image files
and metadata in XML format, which can be
imported into XML-compatible systems and Yes
applications?
Headline goes here on up to three lines and this is just some placeholder copy 3/6
Solution capabilities OpenText™ Other Priority:
RightFax™ provider L, M, H, N/A
Archiving and storage
Archiving Does the fax server provide an integrated
archiving system that records all inbound
and outbound fax transactions and includes Yes
searchable access?
Archiving without disruption Does the fax server archive without
suspending fax operations? Yes
Exporting Does the fax server export faxes and
metadata? Yes
Searching stored faxes Does the fax server support searchable
PDF functionality? Yes
Automatic archiving Does the fax server automatically archive faxes?
Yes
Enhanced security measures
Advanced encryption Does the fax server provide encryption for
fax content stored in the image directory? Yes
OpenText™ Other Priority:
Solution capabilities
RightFax™ provider L, M, H, N/A
Approvals Does the fax server provide approval workflows
and approval holds to allow for review and
Yes
tighter security on sensitive information?
Transport layer security Does the fax server support TLS and SSL for
(TLS) and secure socket secure, authenticated connections to SMTP
Yes
layer (SSL) support email applications?
Active Directory® Does the fax sever integrate with Active
Directory? Yes
Robust synchronization Does the fax server integrate with Open
capabilities Database Connectivity (ODBC) and Lightweight
Yes
Directory Access Protocol (LDAP)?
Administrative client Does the fax server provide a full-featured
administrative tool to manage all fax
servers from a single client application with
Yes
comprehensive reporting, alerting and
monitoring tools?
Headline goes here on up to three lines and this is just some placeholder copy 4/6
OpenText™ Other Priority:
Solution capabilities
RightFax™ provider L, M, H, N/A
Advanced implementations
Shared database for Does the fax server support load balancing
high availability and shared internal services and images for
Yes
high availability?
Cold spare Does the fax server support cold spare for
long-term system shutdowns, system failures
Yes
and interruptions?
Active-passive cluster Does the fax server convert to a secondary
server for continued fax processing in the
Yes
event of a primary outage?
Virtualization Does the fax server support virtualization
using Microsoft Hyper-V, live migration,
VMware ESX , VMware vSphere and VMware Yes
® ®
vSphere vMotion ?
® ®
Telephony compatibility
Fax over IP (FoIP) and Is the fax server compatible with a long
session initiation list of FoIP and SIP trunk providers such as
Yes
protocol (SIP) trunk providers Cisco, Avaya and Mitel?
Cloud-based telephony Can the fax server integrate with the cloud
to eliminate onsite fax-based telephony? Yes
Flexible deployment options
On-premises Does the fax solution provide the tools for a
complete on-premises deployment? Yes
Hybrid Does the on-premises fax server also
provide its own, purpose-built cloud
service for cloud-based transmissions? Yes
Cloud Can the fax server be deployed in the cloud
using services such as Azure ® ? Yes
Managed services Does the fax solution include a managed
services option provided by a dedicated
team of experts? Yes
All deployment options Does the provider offer all four deployment
methods to provide you with the most
flexibility and options? Yes
Headline goes here on up to three lines and this is just some placeholder copy 5/6
OpenText™ Other Priority:
Proven vendor leadership
RightFax provider L, M, H, N/A
Company financial health
Financial performance Can the vendor demonstrate annual
revenue growth? Yes
Investment
Commitment to enterprise Can the vendor demonstrate continued
fax solutions focus on the fax market with a strong
future product vision and investments in Yes
research, development and engineering?
Project management
Professional services Does the vendor provide additional
support where and when needed? Yes
Strategic partnerships
Third-party partnerships Does the vendor have strategic alliances
with third-party partners? Yes
Technology partnerships Does the vendor have a technology partner
program for key technology alliances? Yes
1
[Link]. Numbers Don’t Lie: Impressive Stats of Online Fax
[Link]
Watch the demo
Watch the video
Learn more
[Link]/contact 6/6
Copyright © 2021 Open Text. All Rights Reserved. Trademarks owned by Open Text.
For more information, visit: [Link] • 04.21 | 11431
