Avaya CallPilot Unified Messaging Installation and Maintenance Manual

CallPilot

Unified Messaging

Part No. P0602920 01

Installation and Maintenance Guide

CallPilot Unified Messaging Installation and Maintenance Guide

recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty. Users must take full respo nsibili ty for t heir ap plications of an y produ cts spe cified i n this docu ment. T he informa tion in this document is propr ietary to Nortel Networks NA Inc.

The software described in this document is furnished under a license agreement and may be used only in accordance with th e terms of that license. The software license agreement is included in this document.

Trademarks

NORTEL NETWORKS is a trademark of Nortel Networks. Microsoft, MS, MS -DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation. All other trademarks and registered trademarks are the property of their respective owners.

P0602920 01

Chapter 1

Requirements for installing Unified Messaging . . . . . . . . . . . . . . . . . . . . . . 7

About CallPilot Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Windows operating systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Supported Integrated clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Supported Internet mail clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Format for voice messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Related documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2

Configuring your system for Unified Messaging . . . . . . . . . . . . . . . . . . . . 11

Optional hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Before you install Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Unified Messaging and data network security . . . . . . . . . . . . . . . . . . . . . . . . 11

Configuring IMAP/LDAP/SMTP servers for Unified Messaging . . . . . . . . . . . . . . . . . . 12

IMAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

SMTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Configuring environments without a DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Configuring Unified Messaging with IP address only . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 3

Installing and configuring Unified Messaging . . . . . . . . . . . . . . . . . . . . . . 15

Installation information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Fax requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Uninstalling an earlier version of Unified Messaging . . . . . . . . . . . . . . . . . . . . . . 16

If you are Installing Unified Messaging for Outlook and GroupWise . . . . . . . . . . . 17

Installing Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Setting the default email client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Configuring mail delivery folders for Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Configuring Outlook 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Using Outlook 2002 as an Internet mail client . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Configuring Novell GroupWise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Removing the CallPilot Message Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Configuring GroupWise for Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Configuring Lotus Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Updating the Mail database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

CallPilot Unified Messaging Installation and Maintenance Guide

4 Contents

Configuring Internet Mail clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configuring Outlook Express or Outlook in Internet Mail mode . . . . . . . . . . . . . . . . . . 37

Configuring Netscape Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Configuring Eudora Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Updating the database automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Updating the database manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Setting up the CallPilot Address Book on the Lotus Notes server . . . . . . . . . . . . 34

Setting up the CallPilot Address Book Automatic update . . . . . . . . . . . . . . . . . . . 36

Removing password prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Configuring an IMAP account on Outlook or Outlook Express . . . . . . . . . . . . . . . 37

Configuring an LDAP directory service for Outlook Express or Outlook . . . . . . . . 39

Configuring special settings for Outlook Express or Outlook in Internet Mail mode 40

Testing the Outlook Express or Outlook in Internet Mail mode IMAP account . . . 40

Configuring an IMAP account on Netscape Messenger . . . . . . . . . . . . . . . . . . . . 41

Configuring an LDAP directory service for Netscape Messenger . . . . . . . . . . . . . 43

Testing the Netscape Messenger IMAP account . . . . . . . . . . . . . . . . . . . . . . . . . 43

Configuring Netscape Messenger to store messages locally . . . . . . . . . . . . . . . . 44

To configure Netscape Messenger 4.7x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

To configure Netscape Messenger 6.2x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Configuring Netscape Messenger deletions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Configuring an IMAP account on Eudora Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Configuring an LDAP directory service for Eudora Pro . . . . . . . . . . . . . . . . . . . . . 49

Testing the Eudora Pro IMAP account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Chapter 4

Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Troubleshooting during installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Microsoft Outlook default mail client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Image Viewer is not installed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

No authorization to perform this operation . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Troubleshooting log on problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Invalid credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

No desktop capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

CallPilot Logon Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Troubleshooting Outlook 2002 problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing CallPilot support tools in Outlook 2002 . . . . . . . . . . . . . . . . . . . . . . . . 56

Troubleshooting Lotus Notes log on problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Subscribers cannot see CallPilot Unified Messaging . . . . . . . . . . . . . . . . . . . 57

Replacing the Mail database design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

No entries in CallPilot Personal Name and Address Book . . . . . . . . . . . . . . . 58

The dynamic link library nNOTES.dll could not be found in the specified path 58

You download the CallPilot address book and 0 entries are found . . . . . . . . . 58

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Contents 5

Troubleshooting after logging on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

The CallPilot address book is empty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

The subscriber has message access problems . . . . . . . . . . . . . . . . . . . . . . . 59

The subscriber has problems sending messages . . . . . . . . . . . . . . . . . . . . . 59

Messages remain in the subscriber’s Outbox . . . . . . . . . . . . . . . . . . . . . . . . . 59

The subscriber cannot send messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

The subscriber cannot send a CallPilot message . . . . . . . . . . . . . . . . . . . . . 60

Non-delivery notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

"Unknown" appears in the Sender field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

The subscriber has problems with faxing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

The subscriber has problems with fax reception . . . . . . . . . . . . . . . . . . . . . . 62

The subscriber has problems with receiving replies . . . . . . . . . . . . . . . . . . . . 62

Deleted messages remain in the subscriber’s mailbox . . . . . . . . . . . . . . . . . . 63

The subscriber cannot delete messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Messages no longer on server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Voice message does not play on telephone . . . . . . . . . . . . . . . . . . . . . . . . . . 63

The Message Waiting Indicator is active but there is no new message . . . . . 64

A reply to a message sent from Eudora is rejected on an AMIS network . . . . 64

Unified Messaging does not work properly for subscribers who use ICQ

Express with Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Internet Mail client error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Replacing the mail database in Lotus Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Accessing Unified Messaging online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

To access online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Using Unified Messaging Support Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Resetting the CallPilot message store for Microsoft Outlook . . . . . . . . . . . . . . . . 71

CPTrace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Using CPTrace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

CP Trace settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

CallPilot Unified Messaging Installation and Maintenance Guide

6 Contents

P0602920 01

Chapter 1 Requirements for installing Unified Messaging

About CallPilot Unified Messaging

CallPilot Unified Messaging is a multimedia messaging application. Unified Messaging works with email clients to provide a single graphical interface for email messages and CallPilot voice, fax and text and messages.

This guide tells a System Administrator how to install, configure and troubleshoot CallPilot on a Business Communications Manager 3.0 system and on subscribers’ computers.

You can install CallPilot on subscribers’ computers, or subscribers can perform some configuration and troubleshooting tasks under your guidance.

Hardware requirements

The following list cont ains both the mi nimum and recommended har dware that Unifie d Messaging software needs for operation.

• IBM PC or compatible: — minimum Pentium/586 or faster system with 16 megabytes (MB) of RAM minimum; 32

MB recommended

• Monitor: — 16-color VGA 640 x 480 capability minimum; 256-color SVGA 800 x 600 capability

recommended

• Disk drive space: — To install Unified Messaging, subscribers need 110 MB of disk space. After the

installation is complete, the temporary files are automatically deleted to recover 55 MB of disk space. You or the subscriber must manually delete the CallPilotDesktopMessaging.exe file to recover the additional 55 MB. The exe file is located where you downloaded it to.

— When it is installed, Unified Messaging takes up takes up 15 MB of space on the

subscriber’s hard disk.

• CD-ROM drive

• Windows-compatible mouse and keyboard

• LAN connection to Business Communications Manager 3.0. Subscribers can access their CallPilot messages over the LAN via ISDN, ADSL, dial-up modem or ethernet.

Optional hardware

• a sound card and a set of speakers for playing messages on a computer

• a microphone for recording messages on a computer

Note: The maximum number of Unified Messaging clients that is supported on Business Communications Manager 3.0 is 100.

CallPilot Unified Messaging Installation and Maintenance Guide

8 Chapter 1 Requirements for installing Unified Messaging

Software requirements

Windows operating systems

You can use Unified Messaging with:

• Windows 95B

• Windows 98 SE

• Windows 2000 Professional

• Windows XP

• Win NT 4.0 SP6a

Supported Integrated clients

Integrated clients, also called groupware, is software designed for group collaboration. Integrated clients run with a cor por at e e ma il se rve r. Unified Messaging for integr at ed c li ent s pr ovides access to commands and Unified Messaging Help directly from the client. During installation, Unified Messaging customizes integr ated clients to make messagi ng tasks simpler and more eff icient. Most or all configuration can also be performed automatically during Unified Messaging installation.

You can use Unified Messaging with one or more of these clients:

• Microsoft Outlook 2000 with Outlook SP 1

• Microsoft Outlook 98 in corporate mode

• Microsoft Outlook 2002/XP

• Novell GroupWise 6.x

• Lotus Notes 4.6x, 5.0

Supported Internet mail clients

Internet mail clients, also called IMAP clients, are email clients that enable you to manage CallPilot messages from a folder in the email client using the IMAP protocol. You must manually configure Internet mail clients with the settings required to connect to your system.

You can use Unified Messaging with these IMAP Internet clients:

• Microsoft Outlook Express 5.0, 5.5 and 6.0

• Microsoft Outlook 98, 2000 and Outlook 2002 XP in Internet mail mode,

• Netscape Messenger 4.7x and 6.2x

• Qualcomm Eudora Pro Comm Center 5.0.x

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Format for voice messages

Business Communicati ons Manager 3.0 uses the G711 format t o record and store voice mess age s. CallPilot 150 uses G723.1. Since the Unified Messaging player records and plays messages in WAV format, Business Communications Manage r 3.0 or CallPi lot mess ages must be convert ed to WAV before playing, and composed messages must be converted to G711 or G723.1 to be stored on Business Communications Manager 3.0 or CallPilot 150. This decoding and encoding is done on the desktop client.

How to get help

USA and Canada

Authorized Distributors - Technical Support

Telephone:

1-800-4NORTEL (1-800-466-7835) If you already have a PIN Code, you can enter Express Routing Code (ERC) 196#. If you do not yet have a PIN Code, or for general questions and first line support, you can enter ERC 338#.

Website:

http://www.nortelnetworks.com/support

email:

naitas@nortelnetworks.com

Presales Support (CSAN)

Telephone:

1-800-4NORTEL (1-800-466-7835) Use Express Routing Code (ERC) 1063#

CallPilot Unified Messaging Installation and Maintenance Guide

10 Chapter 1 Requirements for installing Unified Messaging

EMEA (Europe, Middle East, Africa)

Technical Support

Telephone: Telephone:

00800 800 89009

Fax:

44-191-555-7980

email:

emeahelp@nortelnetworks.com

CALA (Caribbean & Latin America)

Technical Support

Telephone: 1-954-858-7777

email:

csrmgmt@nortelnetworks.com

APAC (Asia Pacific)

Technical Support

Telephone:

+61 388664627

Fax:

+61 388664644

email:

asia_support@nortelnetworks.com

P0602920 01

Chapter 2 Configuring your system for Unified Messaging

Before you install Unified Messaging

Before using Unified Messaging:

• In Unified Manager, enabl e the Unifie d Messaging sof tware author izatio n code and optio nally the Fax keycode. For information on enabling software authorization codes, refer to the CallPilot Manager Set Up and Operation Guide.

• In CallPilot Manager, ensure that the number of maximum outcalling channels is enough to accommodate the expected CallPilot telephone player usage. This value governs the number of simultaneous channels used for outcalling. For information on setting the outcalling channels, refer to the CallPilot Manager Set Up and Operation Guide.

Unified Messaging and data network security

Due to the complexity and diversity of network configurations, this guide does not cover data network security issues. Discuss security issues with a security specialist or data network administrator.

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12 Chapter 2 Configuring your system for Unified Messaging

Configuring IMAP/LDAP/SMTP servers for Unified Messaging

CallPilot supports IMAP/LDAP protocols, which let Unified Messaging subscribers access their CallPilot mailboxes using Microsoft Outlook, Lotus Notes, Novell GroupWise, and selected third-party Internet mail clients: Microsoft Outlook Express, Microsoft Outlook, Netscape Messenger, and Qualcomm Eudora Pro.

Each type of desktop client is configured and used slightly differently. To configure a specific desktop client, refer to “Installing and configuring Unified Messaging” on page 15.

Although you individually con figure the desktop clie nts, you confi gure Business Communications Manager 3.0 the same way for all the desktop clients it supports. Follow the instructions in this chapter to configure the IMAP/LDAP/ SMTP servers .

IMAP

Internet Message Acc ess Pro tocol (IMAP) lets a clie nt acce ss and u se ele ctroni c mail me ssages on a server. These messages are always stored on Business Communications Manager 3.0.

IMAP lets subscribers check for messages from any location with an Internet connection. IMAP also lets subscribers access messages from multiple locations. IMAP is a method of accessing electronic mail or bu lleti n boar d mess ages th at are kept on a share d mail se rver. I MAP let s a cli ent email program access remote messa ge stores as if they were local . For example, e mail st ored on an IMAP server can be ac cessed f rom a computer a t home, a work station at the of fice, an d a noteboo k computer while traveling, without the need to transfer messages or files between these computers.

LDAP

Lightweight Directory Access Protocol (LDAP) is a set of protocols for accessing information directories. LDAP supports TCP/IP, which is necessar y for any typ e of Inter net acc ess. LDAP lets a client search for and use information entries on a directory server, such as the Business Communications Manager 3.0. For example, a typical entry in the CallPilot directory contains attributes of a subscriber such as name, telephone number, and CallPilot mail address. Internet clients can use LDAP to query address book information from the CallPilot directory, perform address resolution, or search for specific subscribers (if this functionality is implemented by the Internet client).

SMTP

Simple Mail Transfer Protocol (SMTP) is a protocol for sendi ng emai l messages between servers. Most email systems that send mail over the Internet use SMTP to send mess ages from one server to another. These messages can then be retrieved with an email client using IMAP. SMTP is also generally u sed to send messages from a mail clien t to a mail server. This is why you must sp ecify both the IMAP server and the SMTP server when you configure your email application.

Since Voice Profile for Internet Mail (VPIM) Networking also uses SMTP, you do much of the configuration for IMAP in the same places you set up VPIM Networking.

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Chapter 2 Configuring your system for Unified Messaging 13

Configuring environments without a DNS

The Domain Name System (DNS) is an Internet servi ce that translates domain names into IP addresses. Because domai n name s are alphabe tic, the y are e asier for s ubsc ribers t o remembe r. The Internet is based on IP addresses. Every time you use a domain name, therefore, a DNS must translate the name into the corresponding IP address. For example, the domain name www.example.com can translate to 198.105.232.4.

The DNS is, in fact, its own network. If one DNS server does not know how to translate a particular domain name, it asks another one, and so on, until the correct IP address is returned.

Unified Messaging uses Domain Name resolution, which is provided by a DNS. If your network does not have a DNS, then you must configure Unified Messaging to use IP addresses.

For Internet Mail clients, the format for addressing a message is <SMTP/VPIM prefix><Mailbox number>@<BCM HOST name>.localdomain.

Configuring Unified Messaging with IP address only

If you do not use DNS to resolve domain names, configure the Business Communications Manager 3.0 system and client computers to use an IP address only:

1 Ensure no DNS servers are currently configured. 2 Enter the host name on the Business Communications Manager 3.0 system. 3 Configure computers r unning Unified Messaging with the IP address of the Business

Communications Manager 3.0 system.

To ensure no DNS servers are currently configured

1 Start Unified Manager. 2 From the Services menu choose DNS. 3 Ensure that the Primary (& Sec.) Server IP Addr field is empty. I f it is not, dele te any en tries

and press the Enter button to save your changes.

To enter a Host Name on the Business Communications Manager

3.0 system

1 Start Unified Manager. 2 Choose System from the list box. 3 In the System Name box enter a system name.

A system name can be any name (for example, myCompany).

4 Press the Enter button to save your new system name

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14 Chapter 2 Configuring your system for Unified Messaging

To configure access to the Business Communications Manager

3.0 system on a subscriber computer

On each subscriber computer:

1 Start Unified Messaging for the first time on the client computer.|

The Unified Messaging Logon page appears.

2 In the Server box type the IP address. 3 In the Password and Mailbox boxes, enter the subscriber’s password and mailbox numbers.

The email client opens.

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Chapter 3 Installing and configuring Unified Messaging

It takes approximately 10 minutes to install Unified Messaging. Depending on the subscribers’ expertise, you can ask them to install CallPilot on their computer.

Installation information

Before you in stall CallPi lot on a subscriber’s computer:

• Make sure the subscriber’s compute r has the corre ct hardware and software requirements . Refer to “Hardware requirements” on page 7 and “Software requirements” on page 8.

• If the subscriber has version 1.06 or earlier of Unified Messaging, you must uninstall the earlier version befor e you do the inst al la ti on procedure. If the subscriber has versi on 1.07 you do not need to uninstall it. Refer to “Uninstalling a n earlier vers ion of Unified Messaging” on

page 16.

• Ensure that the microphones, speakers, and sound cards that are connected to the subscriber’s computer are configured. Refer to the manufacturer’s documentation.

• If the subscriber wants to send or receive faxes on their computer, that they have Imaging for Windows inst alled. Refer to “Fax requirements” on page 16.

• Have this information available: — the fully qualified domain name (FQDN) of the Business Communications Manager 3.0

system, or the IP address, if you do not have a DNS

— the SMTP/VPIM prefix of the Business Communications Manager 3.0. If you use

Message Networking, include this prefix.

— the subscriber’s mailbox number

Note: I f the subscrib er uses Novell Grou pWise they must have Wind ows Messaging 4.0 installed on their comp uter. This is normally the case when Windows is installed on a computer. However, if Windows Messaging 4.0 is not installed, the GroupWise installation gives you these options:

• Install the complete Windows Messaging system.

• Leave Windows Messaging as is.

Install the Comple te Windows Messag ing system even if Windo ws Messagi ng is already installed. This ens ures th at the Group Wise opti on is a vaila ble during Unif ied Me ssagi ng installation.

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16 Chapter 3 Installing and configuring Unified Messaging

Fax requirements

If subscribers intend to send and receive faxes on their computer, they must have Imaging for Windows inst alled.

To check whether Imaging for Windows is installed

1 Click the Windows Start button, point to Programs, point to Accessories and click Imaging.

The Imaging for Windows window appears. If Imaging for Windows is not installed, refer to your Windows documentation for how to install it.

Note: Imaging for Windows is not included on Windows XP. If you are installing Unified Messaging on a Windows XP computer, the subscriber can view fax files in the default XP fax viewer by double- clic kin g the fa x icon. Sub scrib ers ar e limit ed to cr ea ting one fax image at a time using the fax driver.

Imaging for Windows for Windows XP can be purchased from www.eistream.com.

Uninstalling an earlier version of Unified Messaging

If the subscriber has Unified Messaging 1.06 or earlier on their computer, uninstall it before you do the installation procedure. If the subscriber has version 1.07 you do not need to uninstall it.

To uninstall Unified Messaging 1.06 or earlier

1 Quit any open applications, including the CallPilot installation program.

If you use Microsoft Outlook, it can take an additional minute or two for the mail services to shut down.

2 Click the Windows Start button, point to Programs, point to Nortel Networks CallPilot

Unified Messaging and click Uninstall CallPilot Unified Messaging for the specific email

client. The Uninstall window appears.

3 Click the Uninstall NOW! button. 4 If a message appears that asks i f you want to de lete any fi les b eginni ng with the l ette rs nb, nm,

or ns, click the Yes button.

5 If you are uninstalling Unified Messaging for Lotus Notes, you must enter your Lotus Notes

password before the uninstall process continues.

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Chapter 3 Installing and configuring Unified Messaging 17

If you are Installing Unified Messaging for Outlook and GroupWise

If you want to i nstall Unified Mess aging for both Micr osoft Out look and No vell Group Wise on the same computer, you must install each client separately.

1 The first time you install Unified Messaging, select the Outlook email client only, and when

you reach the Additional Options screen, make sure you select the Update default mail profile option.

2 Install Unified Messaging a second time, and this time select the Novell GroupWise email

client only. When you reach the Additional Options screen, make sure you select the Update default mail profile option.

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Installing Unified Messaging

You install Unified Messaging from the Business Communications Manager 3.0 Unified Manager.

To install Unified Messaging

1 On the subscriber’s computer, close any open Windows applications. 2 Point the web browser to the URL

http://<IP address>:6800 where <IP address> is the IP address of Business Communications Manager 3.0. The Business Communications Manager 3.0 Unified Manager screen appears.

3 Click the Install Clients button.

The Download Desktop Applications screen appears.

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Chapter 3 Installing and configuring Unified Messaging 19

4 In the left frame, click the CallPilot Unified Messaging link.

5 Click the Download Unified Messaging button.

The File Download dialog box appears.

6 Select Run this program from its current location and click the OK button.

Unified Messaging downloads to the subscriber’s computer. The setup program starts and the Welcome window appears.

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7 Click the Next button.

The Language screen appears.

8 From the Language list box select the language you want to use and click the Next button.

The Destination folder screen appea rs.

9 Click the Next butto n to accept th e default di rectory , or clic k the Browse butt on if you want to

locate other destinat i on folders, and select the fo lde r you wan t to install Unified Messaging i n.

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Chapter 3 Installing and configuring Unified Messaging 21

Nortel Networks recommends that you install Unified Messaging in the default folder. The Email client screen appears.

10 Select the check boxes for the email clients that you use.

Internet Mail clients include Microsoft Outlook Express, Microsoft Outlook in Internet mail mode, Netscape Messenger, and Qualcomm Eudora Pro.

Note: If you want to install Outlook and GroupWise on the same computer, you must follow the procedure “If you are Installing Unified Messaging for Outlook and

GroupWise” on page 17.

11 Click the Next button.

The CallPilot Server Settings screen appears.

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12 In the Server Name or TCP/IP Address box type the FQDN or IP address of the Business

Communications Manager 3.0 system.

13 In the Server SMTP/VPIM prefix box type the SMTP/VPIM prefix of the CallPilot

subscriber’s address. If CallPilot Networking is not enabled on the Business Communications Manager 3.0 system, leave this box blank, otherwise use the value defined in the Local Prefix field in the Digital Networking Properties page in CallPilot Manager.

14 Click the Next button.

The CallPilo t Mailbox Num ber screen appears.

15 Enter the subscriber’s mailbox number. The mailbox number is usually their extension

number.

16 Click the Next button.

The LDAP Server setting s screen appears.

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Chapter 3 Installing and configuring Unified Messaging 23

17 In the LDAP server or TCP/IP address box verify that the LDAP Server name or IP Address

is that of your system. Do not change the address book search base information.

18 Click the Next button.

The Ready to Install! window appears.

19 If you want to install the fax printer driver, select the Nortel Fax Printer Driver box. This

driver lets you to save a document as a (TIFF-F.) You can send a TIFF-F as a fax to other CallPilot subscribers.

To use the fax driver, in addition to your Internet mail client you must have one of these programs installed on your system:

• Microsoft Outlook

• Lotus Notes and Unified Messaging for Lotus Notes

• Novell GroupWise If any of these options appear dimmed, they are not supported by Unified Messaging for the

type of email client you have chosen, and the appropriate fax drivers are pre-selected.

20 If you want to add Unified Messaging to be added to the default profile used by Outlook,

select the Update default mail profile check box. If you are installing Unifi ed Messaging fo r Lotus Notes, you must enter your Lotus Notes

password before the installation process continues. The Unified Messaging installation program tries to detect Lotus Notes by searching for the notes.ini file on the hard drive. If the file is not fo und, the Lotus Notes option is disabled during installation. If the notes.ini file is located on a server, you can disable Lotus Notes detection to install Unified Messaging for Lotus Notes. To disable Lotus Notes detection:

a Quit the Unified Messaging installation program. b Click the Start button and click Run.

The Run dialog box appears.

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c Click the Browse button and browse to where you downloaded Unified Messaging. d Select CallPilotDesktopMessaging.exe and click the Open button.

CallPilotDesktopMessaging.exe appears in the Open box.

e T o Cal lPil otDeskt opMessag ing.exe add -a ld, so that what appears in the Open box is now

CallPilotDesktopMessaging.exe -a ld.

f Restart the Unified Messaging installation program.

If you are installing Unified Messaging on a Windows NT or a Windows 2000 system, a message appears that prompts you to enter your user name and password.

21 Click the Next button.

The installation progress bar appears and indicates that files are being copied.

22 Click the Finish button to complete th e installatio n.

If you chose to install the fax printer driver, the Fax Printer Driver dialog box appears.

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