Faximum TechNote #222

Faximum TechNote #222

(http://www.faximum.com/technotes/222)

TITLE:    #222 - Configuring data/fax sharing

KEYWORDS: fax line, modem, faxgetty, uucplock file, data/fax sharing

RELEASE:  All

CLASSIFICATION: All

PROBLEM:  Customer wishes to configure a fax modem for shared fax and
	  data use.

CAUSE:    N/A

SOLUTION: One of the features of the Faximum fax server software is
	  the ability to share a single phone line and modem with
	  both data and fax traffic. As outlined below, this is a far
	  more complex undertaking than might first appear and requires
	  the careful cooperation between different components of your
	  UNIX or Linux system.

	  Note also that the data/fax sharing features of Faximum have
	  only be tested to date on SCO OpenServer although the code
	  is common across all platforms and ought to work in a similar
	  manner. Faximum Technical Support would be pleased to assist
	  any customers who have purchased technical support and who
	  experience difficulty configuring and using data/fax sharing.

	  Note that data/fax sharing is not part of the Faximum ELS
	  product. ELS customers wishing to utilise the data/fax
	  feature will have to upgrade to Faximum PLUS.

	  Before continuing it is necessary to determine which type of
	  data/fax sharing you wish to configure:

	  Data In + Fax In
	  Data In + Fax In/Out
	  Data Out + Fax Out
	  Data Out + Fax In/Out
	  Data In/Out + Fax In/Out

	  Before configuring your system for data/fax sharing it is
	  STRONGLY recommended that you configure and test fax-only
	  operation. That is, make sure that the fax in and/or out
	  functions work properly before proceeding to configure
	  data/fax sharing. If there are problems the fax operation
	  of your server they are much easier to diagnose without
	  the complication of data/fax sharing. Similarly, if problems
	  arise with data/fax sharing, knowing that fax-only
	  operations were working prior to configuring data/fax sharing
	  makes determine the cause of the problem much easier.


	  A.  Background and Theory of Operation
	  --------------------------------------

	  In order to understand some of the configuration issues (and,
	  more importantly, some of the causes of possible problems) it
	  is helpful to understand the issues surrounding data/fax
	  sharing.

	  Briefly put, there are three problems that must be addressed:

	  1) how to ensure that the data application(s) and fax server
	  do not simultaneously attempt to use the modem;

	  2) how to determine if an incoming call is a fax or data
	  call (if both are to be handled); and

	  3) how to properly initialise the modem so that an outgoing
	  data call is not made when the modem has been left in fax mode
	  (resulting in the incorrect modulation and calling tones being
	  used).


	  A.1 - The first issue is addressed by using lock files.
	  Whenever an application is using the modem it creates a lock
	  file in a known location that other applications can check
	  for before trying to use the modem.

	  In order to properly configure the Faximum fax software
	  to respect the lock file protocol it is necessary to
	  determine the name of the lock file used by your system
	  for the port in question.

	  On most systems these lock files will be located in one
	  of the following directories:
		  RedHat Linux      /var/lock
		  SCO OpenServer    /var/spool/locks
		  Sun Solaris       /var/spool/locks
		  HP-UX 1x.x        /var/spool/locks
		  SCO OpenServer    /var/spool/locks

	  The file will start with the characters "LCK." and
	  be followed by something that is specific to the port
	  being locked.

	  The best way to determine the name of this file is to
	  run your data application (be it a uucp or cu outbound
	  data call or an incoming login call) and monitor the
	  contents of the appropriate lock directory to see
	  the name of the lock file.


	  A.2 - The second issue is handled by the modem which must
	  be capable of operating in "adaptive answer" mode. When
	  a data/fax modem is in adaptive answer mode and handles
	  an incoming call it will determine if the call is a fax
	  or data call and pass that information to faxgetty so
	  that it can be handled appropriately.

	  Faximum has only tested the MT-1932 and MT-2834 modems
	  to verify that they operate properly in adaptive answer
	  mode. Faximum cannot commit to the proper operation of
	  data/fax sharing with other modems.


	  A.3 - The third issue is usually handled automatically by
	  the fax server software which resets the modem after every
	  call as well as the modem which will normally reset to
	  data mode when the DTR signal is dropped.


	  B.  Configuring Data/Fax Sharing
	  --------------------------------

	  Most of the configuration changes need to be made
	  to the fax line configuration file for the lines
	  you wish to operate in data/fax sharing mode. The location
	  of these files (which are normally named fax-line-1,
	  fax-line-2, etc.) depends on the product:

	  Faximum Client/Server                  /opt/FAXserver/dev/
	  Faximum ELS or PLUS                    /opt/faximum/dev/
	  Faximum FMS                            /var/faximum/dev/

	  Please locate the appropriate fax line configuration
	  file(s) for your system before proceeding.

	  B.1 - Lock Files

	  As described in section A.1 above it is necessary to 
	  determine the name of the lock file used by your system
	  to lock the serial communication port. Once you have
	  determined the name of the lock file then you need
	  to edit (or add) the uucp-lock-file parameter in the
	  fax line configuration file. For example, on Faximum PLUS
	  the file is /opt/faximum/dev/fax-line-1 and the
	  parameter might look like:
	  	uucp-lock-file = /var/spool/uucp/LCK..tty1a

	
	  B.2 - Data/Fax Sharing Mode

	  If you want to handle both data and fax incoming calls
	  then it will be necessary to enable "adaptive answer"
	  as discussed in section A.2 above. To do this add the
	  following parameter to the fax line configuration file:

	 	data-receive = yes

	  If your inbound traffic will be fax only (i.e. no
	  inbound data calls) then do not set "data-receive".

	  If your inbound traffic will be data only (i.e. no
	  inbound fax calls) then do not set "data-receive".

	  Also, instead of enabling faxgetty in the inittab
	  (see TechNote 211 for more information), you will
	  need to enable the normal getty process for your
	  version of UNIX or Linux to enable login prompts
	  to appear when you dial up the modem in data mode.

	  If you find that the standard getty is interfering
	  with outbound fax calls you may need to use uugetty
	  or the "-r" flag to getty. Please consult the
	  documentation for your system or (if you have purchased
	  technical support) contact Faximum Technical Support
	  for assistance and guidance.

	
TechNote: 222 - Copyright 2001 Faximum Software Inc., All Rights Reserved.
Last Updated: Mon Jun 11 12:47:15 PDT 2001
The complete set of Faximum TechNotes are available on the Internet
at http://www.faximum.com/support

© Copyright 2001 Faximum Software Inc. All Rights Reserved.