The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied
warranty. Users must take full responsibility for their applications of any products specified in this document. The information in
this document is proprietary 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 the
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.
CallPilot Unified Messaging Installation and Maintenance Guide
6
Contents
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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 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 contains both the minimum and recommended hardware that Unified Messaging
software needs for operation.
7
•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. 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 supported on Business
Communications Manager is 200. You must have at least 512 MB RAM.
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 corporate email server. Unified Messaging for integrated clients provides access
to commands and Unified Messaging Help directly from the client. During installation, Unified
Messaging customizes integrated clients to make messaging tasks simpler and more efficient. 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 5.0, 6.0
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
P0606020 01
Format for voice messages
Business Communications Manager uses the G711 format to record and store voice messages.
CallPilot 150 uses G723.1. Since the Unified Messaging player records and plays messages in
WAV format, Business Communications Manager or CallPilot messages must be converted to
WAV before playing, and composed messages must be converted to G711 or G723.1 to be stored
on Business Communications Manager or CallPilot 150. This decoding and encoding is done on
the desktop client.
Related documents
For information about how subscribers use CallPilot, refer to the:
•CallPilot Unified Messaging online Help and online guides
•CallPilot Reference Guide
For information about setting up CallPilot and CallPilot Message Networking refer to the:
•Call Pilot Message Networking Set Up and Operation Guide
•CallPilot Manager Set Up and Operation Guide
Chapter 1 Requirements for installing Unified Messaging 9
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
P0606020 01
Chapter 2
Configuring your system for Unified Messaging
Before you install Unified Messaging
Before using Unified Messaging:
•In Unified Manager, enable the Unified Messaging software authorization code and optionally
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.
11
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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 configure each desktop client you use for Unified Messaging, you
configure Business Communications Manager 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 Access Protocol (IMAP) lets a client access and use electronic mail messages on
a server. These messages are always stored on Business Communications Manager.
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 bulletin board messages that are kept on a shared mail server. IMAP lets a client
email program access remote message stores as if they were local. For example, email stored on an
IMAP server can be accessed from a computer at home, a workstation at the office, and a notebook
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 necessary for any type of Internet access. LDAP lets
a client search for and use information entries on a directory server, such as the Business
Communications Manager. 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 sending email messages between servers.
Most email systems that send mail over the Internet use SMTP to send messages from one server
to another. These messages can then be retrieved with an email client using IMAP. SMTP is also
generally used to send messages from a mail client to a mail server. This is why you must specify
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.
P0606020 01
Chapter 2 Configuring your system for Unified Messaging 13
Configuring environments without a DNS
The Domain Name System (DNS) is an Internet service that translates domain names into IP
addresses. Because domain names are alphabetic, they are easier for subscribers to remember. 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.
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 system and client computers to use an IP address only:
1Ensure Business Communications Manager is not configured to use DNS.
2Ensure that Business Communications Manager is configured with a host name. If it is not,
enter the host name on the Business Communications Manager system.
3Configure computers running Unified Messaging with the IP address of the Business
Communications Manager system.
To check that Business Communications Manager is not
configured to use DNS
1Start Unified Manager.
2From the Services menu choose DNS.
3Ensure that the Primary (& Sec.) Server IP Addr field is empty. If it is not, delete any entries
and press the Enter button to save your changes.
To check that a Host Name is entered on the Business
Communications Manager system
1Start Unified Manager.
2Choose System from the list box.
3In the System Name box check that a system name is entered. If one is not entered, enter one
now. A system name can be any name (for example, myCompany).
4Press the Enter button to save your new system name
CallPilot Unified Messaging Installation and Maintenance Guide
14 Chapter 2 Configuring your system for Unified Messaging
To configure access to the Business Communications Manager
system on a subscriber computer
On each subscriber computer:
1Start Unified Messaging for the first time on the client computer.|
The Unified Messaging Logon page appears.
2In the Server box type the IP address.
3In the Password and Mailbox boxes, enter the subscriber’s password and mailbox numbers.
The email client opens.
P0606020 01
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 install Unified Messaging on a subscriber’s computer:
•Make sure the subscriber’s computer has the correct 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 before you do the installation procedure. If the subscriber has version 1.07 you
do not need to uninstall it. Refer to “Uninstalling an earlier version 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.
15
•If the subscriber wants to send or receive faxes on their computer, that they have Imaging for
Windows installed. Refer to “Fax requirements” on page 16.
•If the subscriber is going to install Unified Messaging and they want to install the Fax Printer
Driver, they must have the right to impersonate a client after authentication. Refer to the
online Microsoft Knowledge Base article Q821546 for more information.
•Have this information available:
— the fully qualified domain name (FQDN) of the Business Communications Manager
system, or the IP address, if you do not have a DNS
— the SMTP/VPIM prefix of the Business Communications Manager. If you use Message
Networking, include this prefix.
— the subscriber’s mailbox number
Note: If the subscriber uses Novell GroupWise they must have Windows Messaging 4.0
installed on their computer. 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 Complete Windows Messaging system even if Windows Messaging is already
installed. This ensures that the GroupWise option is available during Unified Messaging
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 installed.
To check whether Imaging for Windows is installed
1Click 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-clicking the fax icon. Subscribers are limited to creating 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
1Quit 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.
2Click 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.
3Click the Uninstall NOW! button.
4If a message appears that asks if you want to delete any files beginning with the letters nb, nm,
or ns, click the Yes button.
5If 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 install Unified Messaging for both Microsoft Outlook and Novell GroupWise on the
same computer, you must install each client separately.
1The 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.
2Install 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.
CallPilot Unified Messaging Installation and Maintenance Guide
18 Chapter 3 Installing and configuring Unified Messaging
Installing Unified Messaging
You install Unified Messaging from the Business Communications Manager Unified Manager.
To install Unified Messaging
1On the subscriber’s computer, close any open Windows applications.
2Point the web browser to the URL
http://<IP address>:6800
where <IP address> is the IP address of Business Communications Manager.
The Business Communications Manager Unified Manager screen appears.
3Click the Install Clients button.
The Download Desktop Applications screen appears.
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Chapter 3 Installing and configuring Unified Messaging 19
4In the left frame, click the CallPilot Unified Messaging link.
5Click the Download Unified Messaging button.
The File Download dialog box appears.
Note: For information about how much disk space Unified Messaging requires,
refer to “Disk drive space:” on page 7.
6Select Run this program from its current location and click the OK button.
A security warning appears that asks you to confirm the installation.
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20 Chapter 3 Installing and configuring Unified Messaging
7Click the Yes button.
Unified Messaging downloads to the subscriber’s computer.
The setup program starts and the Welcome window appears.
8Click the Next button.
The Language screen appears.
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Chapter 3 Installing and configuring Unified Messaging 21
9From the Language list box select the language you want to use and click the Next button.
The Destination folder screen appears.
10 Click the Next button to accept the default directory, or click the Browse button if you want to
locate other destination folders, and select the folder you want to install Unified Messaging in.
Nortel Networks recommends that you install Unified Messaging in the default folder.
The Email client screen appears.
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22 Chapter 3 Installing and configuring Unified Messaging
11 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.
12 Click the Next button.
The CallPilot Server Settings screen appears.
13 In the Server Name or TCP/IP Address box type the FQDN or IP address of the Business
Communications Manager system.
14 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 system, leave this box blank, otherwise use the value defined in the Local Prefix field
in the Digital Networking Properties page in CallPilot Manager.
P0606020 01
Chapter 3 Installing and configuring Unified Messaging 23
15 Click the Next button.
The CallPilot Mailbox Number screen appears.
16 Enter the subscriber’s mailbox number. The mailbox number is usually their extension
number.
17 Click the Next button.
The LDAP Server settings screen appears.
18 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.
CallPilot Unified Messaging Installation and Maintenance Guide
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