RightFax 9.0 upgrade from 8.5

I recently lead an upgrade and migration to a new physical server from Rightfax 8.5 on Win2k to 9.0 (with SP2) on Win2003 with Brooktrout TR114 Fax boards.  Here are some "Answer ID" documents from Captaris' knowledge base that are fairly important when migrating the configuration to a new server:

www.captaris.com look under support / knowledge base

 

2933 - RIGHTFAX 9.0 UPGRADE FAQ
2110 - Upgrading to RightFax version 9.0

 

I would also recommend taking screen shots or documenting all the settings in the control panel's applets on the old server.

 

Rightfax installs MSDE by default and it has a default 'sa' account with a blank password.  See the following answer ID and kb article title for a description of the areas in the Rightfax configuration that you need to change.

3449 - How do I change my 'sa' password in MSDE, and where do I modify the password in RightFax 9.0 SP1?

 

During the install I mistyped the password or username that a number of the Rightfax services run under.  (The installer will tell you the password or username is wrong but doesn't let you go back and correct the issue).  This causes the Workserver1, workserver2, workserver3 services never to be created and thus the Rightfax services don't startup properly.  I got a bunch of errors in event logs.  To recreate the services (this applies to any Rightfax service), you use the proper RightFax control panel applet (or right-click, configure the service in Enterprise Fax Manager).  In this case, open the "RightFax WorkServer" applet and then select the button at the bottom: "Select Service Account" and fill in the fields.  When you OK out of the dialogs the Workserver1,2,3 will be recreated.  Again if you foo-barred the password during the install you will need to do this on the following control panel applets:  RightFax E-Mail Gateway, RightFax Server (in the Advanced tab), and the RightFax WorkServer.  If more Rightfax options are installed, more applets may be installed.

 

Also Windows 2003 contains Brooktrout fax board drivers, but they don't work with the driver that RightFax needs/uses.  I had to follow the following knowledgebase articles:

215 - RightFax & Windows 2003 - How to remove the Brooktrout TR114/TruFAX PnP driver

After following that article I still needed to remove the faxboards in the RightFax DocTransport applet then re-add them.  This recreated the FaxBoard service so that it did not depend on the bfax driver.  If I didn't remove the fax boards and re-add them, then I got a whole bunch of errors in the event log.