To create a fax server, you must install the Fax Server role. This installs the Fax Server role page, Fax Service Manager, Windows Fax and Scan (with faxing capabilities only), the Fax service, and the Fax printer.
Before you begin installing the Fax Server role, make sure that any modem devices have been installed on the server. If you plan to install a new modem device, you can save time by installing it before you set up the Fax Server role. We recommend that you install the Fax Server role locally and not by using a Remote Desktop connection. You can install the Fax Server role remotely, but you need to make sure that local resource sharing is turned off.
To install the Fax Server role
1. Click Start, click Administrative Tools, click Server Manager, in the left pane click Roles, and then in the right pane click Add Roles.
2. In the Add Roles Wizard, on the Select Server Roles page, select the check box for Fax Server. When you do this, you will see a message that Print and Document Services also needs to be installed with the Fax Server role.
3. Click Add Required Role Services and then click Next.
4. On the Select Fax Users page, click Add and then type the domain and user name for groups and users that will have access to the fax server to send or receive faxes. Click OK and then clickNext.
5. On the Specify Who Can Access the Fax Server Inbox page, do one of the following and then click Next:
- Click Only routing assistants can access the fax server inbox to limit access to the inbox to just members of the Routing Assistants user group. These users are responsible for routing faxes in the inbox to the intended recipients. You will specify group members later in the wizard.
- Click All users can access the fax server inbox to give all users with access to the fax server the ability to view all received faxes. This option provides less privacy because every fax user can access all received faxes, but also requires less management.
6. If you chose to limit access to the inbox to Routing Assistants, on the Select Routing Assistants page, click Add and then type the group name or domain and user name for groups and users who will be members of the Routing Assistants group. Click OK and then click Next.
7. Continue through the wizard until you reach the Confirm Installation Selections page and review the choices that you made. Click Install.
8. The roles that you selected are installed. If there is an error during the installation, it will be noted on the Installation Results page.
9. Click Start, click Run, and then type: control printers. Confirm that a printer named Fax exists. If it does not, then restart the computer. (Or, if you cannot restart the computer, stop and restart the Print Spooler service instead. To do this, in Services, in the right pane, right-click Print Spooler, and click Stop. Then right-click Print Spooler again, and click Start.)
10. Also in Control Panel, double-click Phone and Modem Options, and then in the Location Information dialog, enter information for your country/region, area/city code, carrier code, information to dial an outside line, and whether you use tone or pulse dialing.
- To install fax components, you must be a member of the Administrators group or you must have been delegated the appropriate authority.
- To open Windows Fax and Scan, click Start, click All Programs, and then click Windows Fax and Scan. The first time that you run this feature, you should run it using Administrator permissions so that the Welcome Fax page appears.
- After you install the Fax Server role, you can access Fax Service Manager and the Fax Server role page, including tools to manage related events and services, from Server Manager. To do this, in Server Manager, in the left pane, double-click Roles, and then clickFax Server. The role page appears in the right pane.
- To open Fax Service Manager directly, click Start, click Administrative Tools, and then click Fax Service Manager.
Windows Server 2008 needs to have the fax services role enabled to be able to use the 3CX Fax sending module to send faxes via Microsoft Fax. This document applies to Windows Server 2008, Server 2008 R2, SBS Server 2008
Access Server Manager. (Administrative tools)
Go to Control Panel and click on “Programs and Features”. Click on “Turn Windows Features On or Off”. The Windows 2008 Server Manager Display will load.
Adding the new FAX role on this server
Now click on Roles and proceed to add a new role. The Add Roles Wizard will appear. Under Select Server Roles, tick on the Fax Server role. If Print Services are not installed, you will be prompted to install Print Services too. This is a dependency needed for Microsoft Fax to work.
Select the Fax Users or Groups
In this case everyone has access to send faxes on this server.. This can be restricted by the administrator of course to allow only specific users to use Fax Services on this server.
Fax Inbox Access
Select who can access the fax server Inbox. Click Next to proceed to the Confirmation Page.
Installing FAX Service role
Click on the Install button in the Confirm Installation Page to install the Windows Fax Service on your server. This will complete the addition of the Fax Server Role in Windows Server 2008