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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 2.5 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
7
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 Mbytes of RAM minimum; 32 Mbytes
recommended
•Monitor:
— 16-color VGA 640 x 480 capability minimum; 256-color SVGA 800 x 600 capability
recommended
•Disk drive:
— 15 Mbytes of free space
•CD-ROM drive
•Windows-compatible mouse and keyboard
•LAN connection to Business Communications Manager 2.5. 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
CallPilot Unified Messaging Installation and Maintenance Guide
8 Chapter 1 Requirements for installing Unified Messaging
Software requirements
Supported Integrated clients
Integrated clients run with a corporate email server. You can use Unified Messaging with one or
more of these clients:
•Microsoft Exchange 5.0
•Microsoft Outlook 97, version 8.0
•Microsoft Outlook 2000 with Outlook SP 1
•Microsoft Outlook 98 in corporate mode
•Microsoft Outlook 2002/XP
•Novell GroupWise 5.5 and 6.0
•Lotus Notes 5.0
Supported Internet Mail clients
You can use Unified Messaging with these IMAP Internet clients:
•Microsoft Outlook Express 5.0, 5.5 and 6.0
•Microsoft Outlook 98 or 2000 in Internet mail mode, and Outlook 2002 with Outlook SP 1
•Microsoft Outlook XP in Internet Mail mode
•Netscape Messenger 4.5, 4.6 and 4.77
•Qualcomm Eudora Pro Comm Center 5.0.X
Voice format for Business Communications Manager 2.5
Business Communicati ons Manager 2.5 uses the G711 format t o record and store voice mess age s.
Since the Unified Messaging player records and pl ays messages in WAV format, Business
Communications Manager 2.5 messages must be converted to WAV before playing, and
composed messages must be converted to G711 to be stored on the Business Communications
Manager 2.5. This decoding and encoding is done on the desktop client.
Related documents
For information about how subscribers use CallPilot and 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
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•CallPilot Manager Set Up and Operation Guide
Where to get help
USA and Canada
Authorized Distributors - ITAS 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/itas/
email:
naitas@nortelnetworks.com
Presales Support (CSAN)
Telephone:
1-800-4NORTEL (1-800-466-7835)
Use Express Routing Code (ERC) 1063#
Chapter 1 Requirements for installing Unified Messaging 9
EMEA (Europe, Middle East, Africa)
Technical Support - CTAS
Telephone:
00800 800 89009 or 33 4 9296 1341
Fax:
33 49296 1598
email:
emeahelp@nortelnetworks.com
CALA (Caribbean & Latin America)
Technical Support - CTAS
Telephone:
1-954-858-7777
email:
csrmgmt@nortelnetworks.com
APAC (Asia Pacific)
Technical Support - CTAS
Telephone:
+61 388664627
CallPilot Unified Messaging Installation and Maintenance Guide
10 Chapter 1 Requirements for installing Unified Messaging
Fax:
+61 388664644
email:
asia_support@nortelnetworks.com
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Chapter 2
Configuring your system for Unified Messaging
Before you install Unified Messaging
Before using Unified Messaging:
•In Unified Manager, enable the Unifie d Messaging sof tware authori zation code and optional ly
the Fax keycode. For information on enabling 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.
•In CallPilot Manager, ensure that you have selected the Daylight Savings Time setting in
System Properties during daylight savings time, and that the Daylight Savings Time setting is
not selected when it is not daylight savings time. This value ensures that Unified Messaging
messages have the correct time stamp. For more information refe r to the CallPilot Manager Set Up and Operation Guide.
11
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.
CallPilot Unified Messaging Installation and Maintenance Guide
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 Exchange, 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 2.5 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 2.5.
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 2.5. 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 messages 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.
Configuring Unified Messaging with IP address only
If you do not use DNS to resolve domain names, configure the Business Communications
Manager 2.5 system and client computers to use an IP address only:
1Ensure no DNS servers are currently configured.
2Enter the host name on the Business Communications Manager 2.5 system.
3Configure computers r unning Unified Messaging with the IP address of the Business
Communications Manager 2.5 system.
To ensure no DNS servers are currently configured
1Start Unified Manager.
2From the Services menu choose DNS.
3Ensure 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
2.5 system
1Start Unified Manager.
2Choose System from the list box.
3In the System Name box enter a system name.
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
2.5 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.
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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 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.
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 inst alled. Refer to “Fax requirements” on page 16.
•Have this information available:
— the fully qualified domain name (FQDN) of the Business Communications Manager 2.5
system, or the IP address, if you do not have a DNS
— the SMTP/VPIM prefix of the Business Communications Manager 2.5. 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.
CallPilot Unified Messaging Installation and Maintenance Guide
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
1Click the Windows Start button, point to Programs, point to Accessories and click Imaging.
The Imaging for Windows window appears.
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.
To uninstall Unified Messaging 1.06 or earlier
1Quit any open applications, including the CallPilot installation program.
If you use Microsoft Exchange or 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 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.
5If you are uninstalling Unified Messaging for Lotus Notes, you must enter your Lotus Notes
password before the uninstall process continues.
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.
1The first time you install Unified Messaging, select the Exchange/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.
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Chapter 3 Installing and configuring Unified Messaging 17
Installing Unified Messaging
You install Unified Messaging from the Business Communications Manager 2.5 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 2.5.
The Business Communications Manager 2.5 Unified Manager screen appears.
3Click the Install Clients button.
The Download Desktop Applications screen appears.
CallPilot Unified Messaging Installation and Maintenance Guide
18 Chapter 3 Installing and configuring Unified Messaging
4In the left frame, click the CallPilot Unified Messaging link.
5Click the Download Unified Messaging button.
The File Download dialog box appears.
6Select Run this program from its current location and click the OK button.
Unified Messaging downloads to the subscriber’s computer.
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Chapter 3 Installing and configuring Unified Messaging 19
7On the subscriber’s desktop, click the Desktop Messaging.exe icon.
The setup program starts and the Welcome window appears.
8Click the Next button.
The Select Type of E-Mail Client screen appears.
9Select 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 16.
CallPilot Unified Messaging Installation and Maintenance Guide
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