CHAPTER 1 | SENDING A FAXThe actual process of sending a fax from TK-FAX is really quite easy. In this section we are going to walk you through a sample session step by step. Please forgive the details; most of you only look at the pictures anyway.
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| Step 1 | The TK-FAX Send Menu Before we get started, it should be mentioned that there is more than one way to use TK-FAX in your system. Perhaps the most common way is through either TK-WRITER or TK-MAIL. Built into these PG&A products is a direct link to TK-FAX and it only takes two or three keystrokes to start the fax processing going. | |||||||||||||||||||
| TK-WRITER | In TK-WRITER first call up
the OTHER OPTIONS menu
from within the document that you want to send as a fax. Select the TK-FAX
option.
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| TK-MAIL | Select the WRITE MAIL
option, followed by the FAX
option to call up TK-FAX. You will then be allowed to point to the
memorandum to fax.
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| Other applications | TK-FAX may be called directly
from other
applications. Since the actual implementation of this interface to TK-FAX
is left up to the system integrater, it is outside of the scope of this
manual. But other than the actual method of calling TK-FAX, all other
aspects of TK-FAX should be identical. (If you would like, you may want to use the space below to jot some notes to yourself on how you can get to TK-FAX from your application.) | |||||||||||||||||||
| Step 2 |
Selecting the TK-FAX Dialog box Once you have called TK-FAX from any of the above applications you will be shown a TK-FAX Send Menu that looks like this:
Now before we continue, we'd better make sure that you understand what keys to use on your keyboard for the various functions within TK-FAX. If you have other PG&A products you are probably already familiar with these keys and you can skip on to the next paragraph. But, if you are a first time user, we would like to remind you that the function keys listed below are active and have special meanings to TK-FAX. If your terminal does not have these identified in some way, you will have to look in the back at the end of Appendix B and see how these functions keys are defined for your terminal type. The active keys used in this product are:
Select SEND CURRENT DOCUMENT by moving the menu selector (it should already be on this menu item unless you have moved it) and then press RETURN. The TK-FAX Send Dialog box similar to the one shown in the following figure should be displayed on your screen:
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| Step 3 | FROM box Enter your name in the FROM box. This will appear on the Cover Page. Press RETURN. | |||||||||||||||||||
| Step 4 | FROM FAX box The cursor will jump to the FROM FAX box. This item should already be filled in and you may press RETURN. NOTE: This FROM FAX number is defined during installation. It will appear next to your name on the Cover Page and will also be sent to the remote fax machine for reporting purposes. If you want another fax number to be listed you may override this value by typing over the existing number. | |||||||||||||||||||
| Step 5 | TO box
Next is the TO box. Enter the name of the addressee. This is generally an
individual's name but may also be a company name and is the primary way for
the fax to be distributed when it reaches the remote location. SHORTCUT: Using TK-FAX Phonebook TK-FAX keeps track of all your addressees (along with their fax number and default settings) and you may browse through this list to recall this information when you send another fax to them. To call up this Phonebook, press the HELP function key on your terminal when the cursor is either on the TO or TO FAX boxes. You will be allowed to page through the entire list and select one or more entries (see SENDING MULTIPLE FAXES in chapter 2). You may narrow your range of choices in the Phonebook by entering in two or three of the first letters of the Addressee before pressing the HELP key.
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| Step 6 | TO FAX box Enter the TO FAX number. If you didn't use the TK-FAX Phonebook, you will need to enter the FAX number of the addressee. This is the number that will be dialed by the fax/modem so it must contain any appropriate area codes, country codes etc. If your phone system requires a 8 or 9 to connect to outside phone services, you will need to enter this number also. Press RETURN after entering the number. NOTE: Don't forget your long distance codes. If TK-FAX senses that you have only entered 10 digits, it may ask you if you want to insert a 1 or 011 before the area code. (Other combinations may be selected in the system configuration.) | |||||||||||||||||||
| Step 7 | SUBJECT box This is an optional item that allows you to indicate the purpose of the fax. It will be displayed on the Cover Page and it will also be displayed in the Subject Listing of the Status screens. Press RETURN when completed. |
You have now completed the main items on the Send Dialog box. The remainder of the items all have defaults that have been either defined in the System Configuration screens or have been recalled from the Phonebook for an individual addressee. If you are happy with the rest of the items in the dialog box, press TAB twice and jump on to page 16.
| Step 8 | SCHEDULE box There are four possible ways to schedule the sending of the fax. You can only select one for each fax. The four options that you have are as follows:
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| Step 9 | OTHER OPTIONS box From time to time you may find it useful to change some of the default values in the Options section. These values were predefined in the Configuration options to select the most used settings, but in certain cases you may want to override these settings to provide a different level of service. You will want to keep in mind that whenever you change the Other Option settings, these values will be stored in the TK-FAX Phonebook under the addressee. The next time you lookup the addressee using the Phonebook facilities, you will notice that the Options will be set to the values defined the last time anyone sent a fax to that addressee. These options are defined as follows:
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| Job Numbers and Fax Status | Once you
finish designating the addressee and how you are going to send the fax,
TK-FAX takes over and does the rest. First TK-FAX will make a copy of
the data that you are sending. This means that you can immediately change
it and send another fax without affecting the first fax. Then you will notice that a job number will be displayed on your screen like this:
This job number is a unique number assigned to each individual fax. This same number will be printed in small numbers at the bottom left corner of the fax when it reaches the remote fax machine and is one means of referring to a particular fax. At the same time your fax request has been added to the fax status screen. An individual fax will go through a number of different phases before it finally reaches its final resting state called "SENT". It is then history. First you need to learn how to call up the status screen so that you can see the progress of our fax that you just sent. There are two ways that you can get to TK-FAX status information: Method 1 - From the application If you are still working in TK-WRITER, TK-MAIL, TK-SCRIPT or your own integrated application, you need to call up the TK-FAX control menu as you did when you first sent the fax. You will notice that the fourth option is DOCUMENT STATUS. Select this option by typing a "D" and press RETURN.
Method 2 - From the TK-FAX program. From the TK-FAX menu (type DO ^TKFAX in programmer mode) select DOCUMENT CONTROL and press RETURN. A second menu will be displayed as follows:
Select the first option by just pressing RETURN. Since we are going to go into more detail about the various status screens in a later chapter, we will not go into all of the uses and meanings of these screens. For now we are just going to concern ourselves with the fourth column marked "status". Your status screen should look something like this:
Notice the fourth column. This column will contain one word status conditions and you might see your fax go through each step in this progression: Regular > Convert > Regular > Dialing > Page-1 > Sent Since the status screen only refreshes itself every 10 seconds, you may not see every one of these steps. Also, if you have chosen another scheduling method or if you encounter problems in communications you may see different words. Here is a listing and a short description of these status conditions:
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| Multiple Transmissions |
So far we have shown how you can send one fax
and then check the status. Let us suppose that you want to send the same
document to more than one addressee. The only difference between each fax
would be cover sheet information. An obvious method of sending multiple faxes is to repeat the steps listed in the beginning of this section for each of the different addressees. Although this method is perfectly acceptable, there are two short cuts that should make this easier. Multiple selections from the Phonebook. The first method is to select more than one entry while in the Phonebook. Press the SELECT key to select an individual addressee. You will notice that it will change in color or intensity. You are then able to move to another addressee and select that item also. If you select someone by mistake, press the SELECT key a second time to deselect that item. Then press RETURN when finished. Once you have done this you will notice that TK-FAX will pass you each name selected and allow you to make changes to the Send Fax Dialog box before going on to the next selection. Multiple selections using the NEXT PAGE key. Another shortcut that can be used to send to multiple addressees is to press the NEXT PAGE function key at the end of the Send Fax Dialog box rather than the normal TAB or RETURN key. |
CHAPTER 2 | FAX DOCUMENT CONTROLA document that has been sent from an application is really only added to a queue (a list) at the time the user is finished entering the fax information. As was mentioned in the last section, the fax job actually goes through a number of different steps before being considered sent. In this section we will discuss how we can make a couple of changes to this queue as well as how to interpret the information that is found in the status screens. | ||||||||||||||||||||||||||||||||||
| Fax Quality Considerations |
Successful fax transmission is dependent upon the quality of the phone
lines and the correct operation of the fax equipment. The fax image is
constructed of hundreds of scan lines which are each transmitted
individually. If there is noise in the circuit or a momentary
interruption in phone service one or more of these lines may be missing.
A missed scan line here and there will not normally render the fax
unreadable, but consecutively missed scan lines may take out entire lines
of text. TK-FAX performs what checking it can to insure that your faxes arrive at the remote fax machine successfully. Todays fax standards do provide for error detection and correction, but very few fax machines support these new capabilities. In lieu of these tight controls most fax machines provide a limited error detection scheme which measures the relative transmission error rate and requests a retransmission if it exceeds a preset threshold. In this case TK-FAX will resend the page. The number of pages that are resent are listed on the LOCAL FAX INFORMATION status screen. | ||||||||||||||||||||||||||||||||||
| Resending a Fax |
There may be times when you will need to resend
a fax due to either poor quality transmission or some other problem at the
receiving end. Resending a fax is easy and can be done by two methods. Method 1 - From the application If you are still working in TK-WRITER, TK-MAIL, TK-SCRIPT or your own integrated application, you need to call up the TK-FAX control menu as you did when you first sent the fax. You will notice that the second option is RESEND FAX. Select this option by typing an "R" and press RETURN.
Method 2 - From the TK-FAX program. From the TK-FAX menu (type DO ^TKFAX in programmer mode) select DOCUMENT CONTROL and press RETURN. A second menu will be displayed as follows:
Select RESEND FAX and press RETURN. Selecting the Fax to Resend. The TK-FAX Fax Status screen will be displayed for you and looks similiar to this:
The cursor will move from entry to entry, reversing the highlight of the field to be selected. Once you position the cursor above the fax you wish to resend, press RETURN and that fax queue will be selected for resend. A pop-up box will then appear asking the user to verify the fax number. If you wish to use the same number, press RETURN. If you wish to change the number, simply re-key the new number and press RETURN. This is an excellent place to resend a transmission to another number without having to recompile. Also, if your original fax did not transmit because the receiving fax machine did not answer, you may transmit to another number and the TK-FAX DOCUMENT STATUS screen will not be littered with NO-ANSWER and ERROR messages. NOTE: You will notice that if you call the Fax Status screen from an application such as TK-WRITER, it will only list the faxes sent from your terminal. If you had called this from the TK-FAX program, you would notice that all of the faxes from all users are listed. In order to change this listing you can press the Select function key (F8 on PCs, SELECT key on VT220s) and you will be able to toggle this from either an individual listing or a complete listing. You will see the cursor on the screen is highlighting the first fax number (this is the most recent). In order to select the fax to resend you need to move this cursor until it highlights the correct fax job. The following function keys are operational while you are in the status screens: By using a combination of NEXT PAGE, PREVIOUS PAGE and the cursor keys you should be able to locate your fax and point to it with a cursor. Press RETURN to start the RESEND.CURSOR UP NOTE: TK-FAX will keep the status information, source document and the fax image for a certain number of days depending upon the way that it is configured at your site. Each of these types of information can be kept a different number of days. If the status information has been purged, then you will not be able to resend this document. The same is true if both the source and fax images are purged. But if one or both of these are still available then the fax can still be resent. A message will be displayed if the files are not present. | ||||||||||||||||||||||||||||||||||
| Cancel Fax Command |
If you queue up a fax for transmission and it
has not yet been sent, you may cancel the transmission as long as it has
not reached the dialing status. Cancelling a fax is easy and is almost
identical to RESENDING a fax. The only difference is that you pick the
CANCEL FAX option rather than the RESEND FAX option. First select the CANCEL FAX option on either the TK-FAX Send Menu or from the DOCUMENT STATUS menu in the TK-FAX program. (If you are not sure how to get to either of these menus, see the explanation listed above under RESEND FAX). As in RESEND FAX, you will be shown the STATUS screen. You will see the cursor on the screen is highlighting the first and most recent fax number. In order to select the fax to cancel you need to move this cursor until it highlights the correct fax job. Press RETURN to cancel job. | ||||||||||||||||||||||||||||||||||
| Suspend/Resume Option | Sometimes you may find it necessary to dedicate your fax/modem to other tasks and turn off the TK-FAX transmission capabilities. To do this, we have provided a Suspend/Resume Option at the main menu of TK-FAX. Selecting this option will hold TK-FAX transmissions and free your fax/modem for other tasks. All queued facsimiles during this time will be converted and given READY status. When the Suspend/Recume Option is deselected, the fax/modem will resume transmitting all converted faxes as is no interruption occurred. | ||||||||||||||||||||||||||||||||||
| Using the TK-FAX Status Screens |
The STATUS screens provide a wealth of information that will help you in
both checking on the status of an individual fax job as well as monitoring
the overall operations of the fax server. We will look at the various
types of information that are available and how this information can be
used. First we must call up the status screen. Once again, there are two methods by which we can get there: Method 1 - From the application If you are still working in TK-WRITER, TK-MAIL, TK-SCRIPT or your own integrated application, you need to call up the TK-FAX control menu as you did when you first sent the fax. You will notice that the fourth option is DOCUMENT STATUS. Select this option by typing a "D" and press RETURN.
Method 2 - From the TK-FAX program. From the TK-FAX menu (type DO ^TKFAX in programmer mode) select DOCUMENT CONTROL and press RETURN. A second menu will be displayed as follows:
Select STATUS SCREEN and press RETURN. Once you are into the status screens, you will see that it is easy to move among five different types of status screens with two levels of detail. If you press the SELECT function key while on any status screen you will be presented with these seven options:
First let us look at the two levels of detail since they are common to all screens. You will notice that if you call the Fax Status screen from an application such as TK-WRITER, it will only list the faxes sent from your terminal. In this way you are not bothered by all of the other fax activity on this system and you see your own work exclusively. (There is one exception to this: if you define your TK software with an INCONSISTENT $I status in the initialization, then TK-FAX will show you all jobs.) If you had called this from the TK-FAX program you will notice that all of the faxes from all users are listed. If you select the first status option - you will be given the entire listing of faxes sent from TK-FAX. Note that they are always listed from the most recent to the oldest. Eventually each of these faxes will be purged from this listing since part of the TK-FAX configuration is to define the number of days that this information will stay around. By using this COMPLETE listing you can see all of the activity on the fax server. If you select the second option - you will be given the listing of all the faxes that have been sent from your particular terminal. (This may not be valid in a network setup where you are assigned a different value everytime you logon.) Unless you are the only one sending faxes, this will be a smaller list. You can toggle between these two options on any status screen to either hone in on your particular screens or to zoom out and see the entire listing. Now let us explain the five different types of status screens. Although there are some similarities between them, they each have a different purpose.
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| Normal Status Screen |
This screen provides information that you need in the normal daily operations. It provides you with the important details about whether the fax was sent, when it was queued, when it was finally sent, and how long it took.
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| Subject Display |
Local Fax Information |
This is a system managers screen. Besides the usual information such as the fax number, status, etc., it provides information concerning the time in seconds that it took to convert each fax job, how many total lines were converted, and how many times it took to actually get the fax sent without error. The conversion times gauge the overall performance of TK-FAX on this particular system in converting the ASCII text to fax image. Although there is no particular race that is being run, an average page of text should convert anywhere from 1 second to 300 seconds. Obviously, if it is taking 300 seconds to convert each page of fax before it can be sent, then this MUMPS system is only capable of sending 12 pages per hour. If there seems to be a fairly large backlog of faxes in the queue that have not been sent, then maybe these times should be analyzed. The retry count is another interesting number to watch. Since this keeps track of how many times the number was dialed to send out each fax, you may find that you will need to adjust your retry counts for certain destinations since they tend to always be busy. Remote Fax Information |
This screen provides information concerning the receiving fax machine. First it provides you with the fax identification string that the remote fax sent back to the sending fax/modem when they first made connection. Secondly it displays the fax capabilities frame that was finally decided upon before the actual transmission started. You will notice that there are 8 digits listed each separated with a comma. The interpretation of this string is as follows:
The last column displays the actual result codes sent back to TK-FAX at the end of each page. The possible codes and their definition are as follows: (Retraining is the testing and handshaking that the two fax devices do just prior to the transmission of the fax image.)1 - result ok with good quality Error Status Screen |
| This screen provides MUMPS programming information concerning software errors that occur during the sending of a fax. And although we trust that this screen is blank on your system, we also know that we have been humbled by an occasional bug or two that pops up once in a while. If you see some entries in this screen, you may want to give us a call and report them to us. |