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Page 2
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Installation
Guide
VERSION 2.4
Page 4
© 2000 Cisco Systems, Inc.
All rights reserved.
Second edition 2000.
Unity is a trademark, and ActiveAssistant, ActiveFax, Cisco, Cisco Systems,
Repartee, Replay, and ViewMail are registered trademarks of Cisco Systems,
Inc. in the United States and certain other countries.
Dell is a trademark of Dell Corporation.
CP4/LSI, CPD/220, CPi200, CPi/200 PCI, CPi/400, CPi/400 PCI, D/41D, D/41E,
D/41EPCI, D/41ESC, D/120JCT-LS, D/160-SC, D/160SC-LS, D/240PCI-T1,
Dialogic, and GammaLink are trademarks of Dialogic Corporation.
Microsoft, Outlook, Windows, and Windows NT are either registered
trademarks or trademarks of Microsoft Corporation in the United States
and/or other countries.
Natural MicroSystems is a trademark of Natural MicroSystems Corporation.
Norton Disk Doctor, Norton Utilities, pcAnywhere, Speed Disk, and Symantec
are trademarks of Symantec Corporation.
Voice Technologies Group and VoiceBridge 2000 are trademarks of Voice
Technologies G roup.
Protected by one or more of the following United States patents: 5,070,526;
5,434,906; 5,488,650; 5,533,102; 5,568,540; 5,581,604; 5,625,676; 5,651,054;
5,940,488; 6,041,114.
Cisco Systems, Inc.
San Jose, California
U.S.A.
www.cisco.com
800-03812
Writer: Scott Kralik
Editor: Christina Amante
Production artists: Gene Breshears and Lynn Muranaka
Illustrator: Lynn Muranaka
Project manager: Patsy Cox
Page 5
CONTENTS
iii
CONTENTS
■
CHAPTER 1: Introduction ............................................... 1
About this guide ................................................................2
New in this guide ..............................................................4
Introducing Unity ...............................................................5
■
CHAPTER 2: Installation overview .................................... 9
Unity configurations ......................................................... 10
Separate ActiveFax server ................................................13
Turnkey and component systems ........................................14
Task list: Voice mail only ...................................................16
Task list: Voice mail with LAN administration ........................ 18
Task list: Unified messaging, one Exchange server .................20
Task list: Unified messaging in an existing Exchange site .........23
Task list: ActiveFax on a separate server ............................. 25
■
CHAPTER 3: Installing a Unity system ............................ 27
Installer’s checklist .......................................................... 28
Exporting information from Repartee or Replay Plus ............. 31
Installing or reseating voice and fax boards .......................... 33
Setting up the Unity or ActiveFax server ..............................40
Starting the Unity server and logging on
to
Windows NT/2000 ......................................................... 44
Changing passwords ........................................................ 45
Assigning a static IP address ............................................ 47
Installing Windows NT Server ............................................ 49
Confirming that the Unity or ActiveFax server is getting an
IP address ..................................................................... 54
Establishing trust relationships .......................................... 56
Adding account permissions ..............................................58
Installing Exchange .......................................................... 60
Installing Microsoft Data Access Components ...................... 63
Installing other software ...................................................64
Installing Windows NT Service Pack 6a ............................... 65
Finding I/O addresses for VoiceBridge 2000 feature-set
boards .......................................................................... 67
Installing Unity and ActiveFax .............................................69
Setting up fax ports for ActiveFax....................................... 75
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UNITY INSTALLATION GUIDE
iv
Creating an Outlook user profile ......................................... 80
Creating an emergency repair disk ..................................... 82
■
CHAPTER 4: Setting up the integration .......................... 85
Configuring Unity to work with the phone system ................... 86
Programming the phone system......................................... 90
Testing the integration ..................................................... 92
■
CHAPTER 5: Upgrading hardware and software ............... 99
Upgrading a Unity or ActiveFax server............................... 100
Adding or removing languages ......................................... 111
System key upgrades ..................................................... 112
■
WHAT’S NEXT ........................................................... 113
■
APPENDIX A: Voice and fax boards ............................... 115
Dialogic D/41D voice board ........................................... 116
Dialogic D/41E PCI voice board ....................................... 119
Dialogic D/41ESC voice board ......................................... 121
Dialogic D/41ESC-Euro voice board .................................. 124
Dialogic D/120JCT-LS voice board ................................... 127
Dialogic D/160SC voice board ........................................ 129
Dialogic D/160SC-LS voice board .................................... 132
Dialogic D/240PCI-T1 voice board ................................... 136
Dialogic GammaLink CP4/LSI Series 1 fax board ................ 138
Dialogic GammaLink CP4/LSI Series 2 (CPi/400) fax board.. 140
Dialogic GammaLink CPD/220 fax board ........................... 142
Dialogic GammaLink CPi/200 fax board ............................ 144
Dialogic GammaLink CPi/200 PCI fax board ....................... 146
Dialogic GammaLink CPi/400 PCI fax board ....................... 148
Natural MicroSystems AG 2000 voice and fax board ........... 150
Natural MicroSystems AG-T1 voice board .......................... 154
Natural MicroSystems AG Dual T1 voice board ................... 157
Voice Technologies Group VoiceBridge 2000 feature-set
board ......................................................................... 160
■
APPENDIX B: Shutting down and starting
Unity .................................................... 163
Shutting down and starting Unity...................................... 164
Page 7
CONTENTS
v
■
APPENDIX C: Using the Unity Administrator
and Status Monitor ................................. 167
Using the Unity Administrator .......................................... 168
Using the Status Monitor ................................................ 170
■
INDEX ........................................................... 173
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UNITY INSTALLATION GUIDE
vi
Page 9
In this chapter...
About this guide................................................................................................................2
New in this guide..............................................................................................................4
Introducing Unity..............................................................................................................5
■
CHAPTER 1
Introduction 1
Page 10
UNITY INSTALLATION GUIDE
2
About this
guide
The Unity Installation Guide contains instructions for installing a
Unity™ server in four different configurations.
Chapter 2 defines the Unity configurations and contains an
installation task list for each configuration, as well as a task list
for installing ActiveFax
™
for Unity on a separate server. The
tasks reference sections in the rest of the book that contain
detailed instructions.
The Unity Installation Guide focuses on Unity. It does not provide
extensive information about Microsoft
®
Exchange Server, Win-
dows NT
®
Server, or Windows® 2000 Server. If you are installing
Unity as an e-mail server or on a network with existing Exchange
servers, you need a working knowledge of Exchange and Windows NT/2000.
You can find compliance information for third-party electronic
devices in the manufacturer’s documentation included in the
Unity package. Do not use a third-party manufacturer’s documentation to install, upgrade, or manage Unity. Refer only to
Unity documentation to install, upgrade, and manage Unity.
In order to receive assistance from Technical Support, you must
have passed the Unity training courses.
Documentation conventions
The Unity Installation Guide uses the following conventions:
User input
Information that the user types appears in Courier:
Example Admi ni st ra to r
Key names
Key names appear in capital letters: ENTER. Keys
that must be pressed simultaneously are joined by a “+”:
CTRL+ALT+DELETE.
Page 11
CHAPTER 1:
Introduction
3
Cascading selections
The “>” symbol separates the selections
you make: on menus (Programs > Administrative Tools (Common) > User Manager); in the navigation levels of the Unity
administration interface (Call Management > Call Handlers > Profile);
and in menu trees (UnityOrg > UnitySite > Configuration).
Installation Guide navigation
The “Do this section?” table (example at left) at the beginning of each section lists the Unity configurations as well as ActiveFax on a separate server, and identifies
whether the section applies to a configuration. When the section
does not apply to a configuration, the table lists a reference to
the correct section for that configuration.
The “Next section” table (example below) at the end of each section lists the configurations and a reference to the section you do
next.
Next section
TURNKEY SYSTEM
Voice mail only Starting the Unity server and logging on to
Windows NT/2000, page 44
Voice mail with LAN admin Starting the Unity server and logging on to
Windows NT/2000, page 44
Unified, one Exchange server
Unity server is a PDC Starting the Unity server and logging on to
Windows NT/2000, page 44
Unity server is a member server Installing Windows NT Server, page 49
Unified, existing Exchange site Installing Windows NT Server, page 49
COMPONENT SYSTEM
All configurations Installing Windows NT Server, page 49
ACTIVEFAX SERVER
Installing Windows NT Server, page 49
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only
✓
Voice mail with LAN admin
✓
Unified, one Exchange server
Unity server is a PDC
✓
Unity server is a member
server
49
Unified, existing Exchange site 49
COMPONENT
SYSTEM
Voice mail only 49
Voice mail with LAN admin 49
Unified, one Exchange server 49
Unified, existing Exchange site 49
ACTIVEFAX SERVER
49
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UNITY INSTALLATION GUIDE
4
New in this
guide
The Unity Installation Guide documents a number of new
features and includes some improvements.
Item Description Documentation of item
A more intuitive Unity Setup
program
The Setup program:
◆
Can be displayed in multiple languages.
◆
Checks for the necessary Exchange configuration and rights before installing Unity.
◆
Allows you to install ActiveFax on a separate server.
“Installing Unity and
ActiveFax,” on page 69
A different process for installing
Windows NT Server
“Installing Windows NT
Server,” on page 49
A different process for installing
Exchange Server
“Installing Exchange,” on
page 60
More supported voice boards Unity now supports:
◆
Dialogic® D/41E™ PCI
◆
Dialogic D/120JCT -LS
™
◆
Dialogic D/160SC™, which works with the
Voice Technologies Group
™
VoiceBridge
2000
™
feature-set board
◆
Dialogic D/240PCI-T1™
◆
Natural MicroSystems™ AG 2000
Appendix A, “Voice and
fax boards,” on page 115
Reorganized and expanded documentation
Includes a clearer path through the book for
each of the four configurations in which Unity
can be installed.
“About this guide,” on
page 2
A new chapter on upgrading
hardware and software
Chapter 5, “Upgrading
hardware and software,”
on page 99
Page 13
CHAPTER 1:
Introduction
5
Introducing
Unity
Unity provides a range of capabilities—from basic voice messaging to unified messaging—by working with the following software:
Windows NT Server or Windows 2000 Server
Windows NT
Server version 4.0 or Windows 2000 Server is the required operating system for Unity.
Exchange Server
Unity uses Exchange Server version 5.5 for
address directory information and for message storage.
Exchange provides a single address directory for voice messages,
e-mail, and faxes, and communicates this information with
Unity by using LDAP. Messages are accessed by using MAPI.
Exchange also provides gateway access to other messaging
systems.
ActiveFax for Unity
ActiveFax, the optional fax component of
Unity, provides fax server functionality on the Unity server or on
a separate server.
Fax server software
When an installation includes integrating a
third-party fax server with Unity, the fax server software is
installed on the fax server. Installation and administration are
controlled by the fax server software and not by Unity.
Internet Explorer
Microsoft Internet Explorer version 4.01 or
later is required for Web browser access to the Unity administration pages and to subscribers’ ActiveAssistant™ pages. Version 5
or later is required to access the Unity Status Monitor. (Netscape
Navigator
®
is not supported.)
Internet Information Server
Microsoft Internet Information
Server version 4.0 hosts the Active Server Pages used for Unity
administration. We recommend that the Unity server not be used
to host any other Web pages.
Unified messaging clients
Microsoft Outlook®97, Outlook 98,
and Outlook 2000 support ViewMail® for Microsoft Outlook. With
ViewMail, voice messages appear in the Outlook Inbox, and are
played and recorded by using a form that has VCR-like controls.
(Without ViewMail, Outlook behaves like the e-mail clients
described under the following “E-mail clients.”)
Continued
Page 14
UNITY INSTALLATION GUIDE
6
Continued
Introducing Unity
E-mail clients
Supported e-mail clients—such as Microsoft Outlook Express, IMAP4 clients, POP3 clients, and Exchange’s Web
messaging client—also provide access to voice messages. Voice
messages appear as e-mail messages with attached WAV files.
Windows messaging client
Outlook 97, Outlook 98, or
Outlook 2000 must be running on the Unity server for
troubleshooting.
The following illustration shows a full-featured Unity
installation:
NETWORK
PUBLIC
PHONE
NETWORK
•Unity
• Exchange Server
• Internet Explorer
• Internet Information
Server
•Windows
NT/2000 Server
• ActiveFax (optional)
UNITY
SERVER
E-MAIL
SERVER
UNITY
ADMINISTRATOR
INTERNET
SUBSCRIBERS
•E-mail client
PHONE
SYSTEM
DID line
Mobile
phone
Phone
Fax
SUBSCRIBER
•E-mail client
FAX SE RV ER (op ti onal)
• ActiveFax or third-party
fax software
• Windows NT/2000
• Exchange Server
•Windows
NT/2000 Serve
r
INTERNET
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CHAPTER 1:
Introduction
7
Unity in a multisite Exchange network
Exchange servers in the same site automatically route messages
and replicate directories. For message routing and directory replication to occur among Exchange servers at different sites, site
connectors must be set up by a Microsoft Certified System Engineer (MCSE).
If you are installing Unity in a multisite Exchange network in
which site connectors have been set up, the Exchange message
transfer agent will route voice messages automatically, according
to the settings for e-mail. Exchange directories replicate as well.
An MCSE also can set up routing and replication between two
stand-alone voice messaging servers, or set up connectors to
other e-mail systems.
Unity and network operating systems
Although the Unity server must use Windows NT/2000 as an
operating system, it can be connected to a network that uses
another operating system, such as Novell
®
NetWare® or UNIX, as
long as the network supports TCP/IP.
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UNITY INSTALLATION GUIDE
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Page 17
In this chapter...
Unity configurations.....................................................................................................10
Separate ActiveFax server........................................................................................... 13
Turnkey and component systems............................................................................ 14
Task list: Voice mail only............................................................................................... 16
Task list: Voice mail with LAN administration......................................................18
Task list: Unified messaging, one Exchange server............................................ 20
Task list: Unified messaging in an existing Exchange site ............................... 23
Task list: ActiveFax on a separate server ................................................................ 25
■
CHAPTER 2
Installation overview 2
Page 18
UNITY INSTALLATION GUIDE
10
Unity
configurations
There are four ways to install Unity. The following lists describe
the characteristics of each type of configuration.
Voice mail only
◆
The Unity server handles only voice messages.
◆
The Unity server is not connected to the network.
◆
Subscribers check messages only by phone.
◆
Unity administration must be performed at the Unity server.
◆
Subscribers do not have access to the Unity ActiveAssistant.
◆
Voice-mail and e-mail attributes, if any, on subscriber
accounts must be administered separately.
Voice mail with LAN administration
◆
The Unity server can handle voice and fax messages.
◆
The Unity server is connected to the network, so it has
access to network utilities, such as virus checking and
backup.
◆
Subscribers check messages only by phone.
◆
Unity administration may be performed over the network.
◆
Subscribers have access to the Unity ActiveAssistant.
◆
Voice-mail and e-mail attributes, if any, on subscriber
accounts must be administered separately.
◆
ActiveFax may be installed on the Unity server or on a separate server.
Page 19
CHAPTER 2:
Installation overview
11
Unified messaging, one Exchange server
Cisco requires that anyone installing a Unity server as a unified
messaging server be an MCSE. In this configuration, the Unity
server is the only Exchange server in the site.
◆
The Unity server can handle voice, e-mail, and fax messages.
◆
The Unity server is connected to the network, so it has
access to network utilities, such as virus checking and
backup.
◆
Subscribers check messages by using the phone or an
e-mail client such as Outlook, Eudora®, or Pegasus Mail.
◆
Unity administration may be performed over the network.
◆
Subscribers have access to the Unity ActiveAssistant.
◆
Voice-mail and e-mail attributes on subscriber accounts
may be administered from a single location by using the
Unity Administrator (the administration interface).
◆
ActiveFax must be installed on a separate server.
NOTE: The Unity Installation Guide does not provide information
about installing the Unity server as an e-mail server, and technical
support is not provided for e-mail.
✣❏■▼❉■◆❅❄
✣❏■▼❉■◆❅❄✣❏■▼❉■◆❅❄
✣❏■▼❉■◆❅❄
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UNITY INSTALLATION GUIDE
12
Continued
Unity configurations Unified messaging in an existing Exchange site
Cisco requires that anyone installing a Unity server as a unified
messaging server be an MCSE. In this configuration, the Unity
server is connected to other Exchange servers in the same site or
in multiple sites.
◆
The Unity server can handle voice, e-mail, and fax messages. Messages are stored on other Exchange servers.
◆
The Unity server is connected to the network, so it has
access to network utilities, such as virus checking and
backup.
◆
Subscribers check messages by using the phone or an
e-mail client such as Outlook, Eudora, or Pegasus Mail.
◆
Unity administration may be performed over the network.
◆
Subscribers have access to the Unity ActiveAssistant.
◆
Voice-mail and e-mail attributes on subscriber accounts
may be administered from a single location by using the
Unity Administrator (the administration interface).
◆
ActiveFax may be installed on the Unity server or on a
separate server.
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CHAPTER 2:
Installation overview
13
Separate
ActiveFax
server
When ActiveFax is installed on a separate server, the server has
the following characteristics.
◆
The ActiveFax server handles only fax messages.
◆
Fax messages are routed to the message store on the subscribers’ Exchange home server; they are not saved on the
ActiveFax server.
◆
The ActiveFax server is connected to the network, so it has
access to network utilities, such as virus checking and
backup.
◆
ActiveFax administration may be performed over the
network.
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UNITY INSTALLATION GUIDE
14
Turnkey and
component
systems
Unity can be purchased as a turnkey system or as a component
system. Your installation tasks depend on the configuration and
the type of system you are installing.
Turnkey system
A turnkey system comes with all voice and fax boards, Windows
NT Server, Exchange Server, and Unity already installed.
When Windows NT was installed, the Unity server was configured as a Windows NT primary domain controller (PDC). Set up
this way, the Unity server can work either as a stand-alone voice
messaging server or as a unified messaging server that provides
voice, e-mail, and fax messages in the site.
A Unity turnkey system is shipped with the following settings:
Depending on the Unity configuration, you may need to reinstall
Windows NT, Exchange, and Unity.
A Windows NT member server
You must reinstall all software
because the type of server—PDC or member server—can be specified only when Windows NT is installed.
A PDC in an existing Exchange site
You must reinstall Exchange
and Unity because the site name can be specified only at the
time that Exchange is installed. To avoid possible problems with
uninstalling and then reinstalling Exchange, we recommend that
you reinstall all software.
NOTE: Microsoft Exchange Move Server wizard does not move
Unity’s custom elements, such as call handlers and interview
handlers, and is not supported.
A PDC in a new Exchange site
You do not need to reinstall software unless you want to change any of the settings listed in the
table above.
Setting Value
Windows NT server name Unity-PDC1
Windows NT domain name Unity
Exchange site name UnitySite
Exchange organization name UnityOrg
Page 23
CHAPTER 2:
Installation overview
15
Component system
For a component system, the Unity software is purchased from
Cisco or from a Cisco dealer. The other required software, the
server, voice and fax boards, and other components may also be
purchased from Cisco or a Cisco dealer, or they may be purchased from another vendor.
If you are installing Unity as a component system or if you are
installing ActiveFax on a separate fax server, the Installation
Guide documents how to install software on a server that came
with a blank hard disk. If the appropriate version of Windows
NT/2000 or other required software has already been installed,
you can skip the corresponding Installation Guide section. See
the “Next section” table at the end of the skipped section to
determine which section you do next.
Page 24
UNITY INSTALLATION GUIDE
16
Task list:
Voice mail only
Turnkey system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee® or Replay® Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Start the Unity server and log on to Windows NT. See
page 44.
6 Change passwords. See page 45.
7 Create an Outlook user profile. See page 80.
8 Create an emergency repair disk. See page 82.
9 Configure Unity to work with the phone system. See
page 86.
10 Program the phone system. See page 90.
11 Test the integration. See page 92.
Page 25
CHAPTER 2:
Installation overview
17
Component system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT/2000 Server. See page 49.
6 Install Exchange Server. See page 60.
7 Install Microsoft Data Access Components. See page 63.
8 Install other software. See page 64.
9 Find I/O addresses for VoiceBridge 2000 feature-set boards.
See page 67.
10 Install Unity and ActiveFax. See page 69.
11 Create an Outlook user profile. See page 80.
12 Create an emergency repair disk. See page 82.
13 Configure Unity to work with the phone system. See
page 86.
14 Program the phone system. See page 90.
15 Test the integration. See page 92.
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UNITY INSTALLATION GUIDE
18
Task list:
Voice mail
with LAN
administration
Turnkey system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Start the Unity server and log on to Windows NT. See
page 44.
6 Change passwords. See page 45.
7 Assign a static IP address (only if there is no DHCP server
on the network). See page 47.
8 Confirm that the Unity server is getting an IP address. See
page 54.
9 Set up fax ports for ActiveFax. See page 75.
10 Create an Outlook user profile. See page 80.
11 Create an emergency repair disk. See page 82.
12 Configure Unity to work with the phone system. See
page 86.
13 Program the phone system. See page 90.
14 Test the integration. See page 92.
Page 27
CHAPTER 2:
Installation overview
19
Component system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT/2000 Server. See page 49.
6 Confirm that the Unity server is getting an IP address. See
page 54.
7 Install Exchange Server. See page 60.
8 Install Microsoft Data Access Components. See page 63.
9 Install other software. See page 64.
10 Find I/O addresses for VoiceBridge 2000 feature-set boards.
See page 67.
11 Install Unity and ActiveFax. See page 69.
12 Set up fax ports for ActiveFax. See page 75.
13 Create an Outlook user profile. See page 80.
14 Create an emergency repair disk. See page 82.
15 Configure Unity to work with the phone system. See
page 86.
16 Program the phone system. See page 90.
17 Test the integration. See page 92.
Page 28
UNITY INSTALLATION GUIDE
20
Task list:
Unified
messaging,
one Exchange
server
Turnkey system,
Unity server is a Windows NT PDC
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Start the Unity server and log on to Windows NT. See
page 44.
6 Change passwords. See page 45.
7 Assign a static IP address (only if there is no DHCP server
on the network). See page 47.
8 Confirm that the Unity server is getting an IP address. See
page 54.
9 Set up fax ports for ActiveFax. See page 75.
10 Create an Outlook user profile. See page 80.
11 Create an emergency repair disk. See page 82.
12 Configure Unity to work with the phone system. See
page 86.
13 Program the phone system. See page 90.
14 Test the integration. See page 92.
Page 29
CHAPTER 2:
Installation overview
21
Turnkey system,
Unity server is a member server
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT Server. See page 49.
6 Confirm that the Unity server is getting an IP address. See
page 54.
7 Install Exchange Server. See page 60.
8 Install Microsoft Data Access Components. See page 63.
9 Install other software. See page 64.
10 Install Unity and ActiveFax. See page 69.
11 Set up fax ports for ActiveFax. See page 75.
12 Create an Outlook user profile. See page 80.
13 Create an emergency repair disk. See page 82.
14 Configure Unity to work with the phone system. See
page 86.
15 Program the phone system. See page 90.
16 Test the integration. See page 92.
Continued
Page 30
UNITY INSTALLATION GUIDE
22
Task list:
Unified messaging,
Continued
one Exchange server
Component system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT/2000 Server. See page 49.
6 Confirm that the Unity server is getting an IP address. See
page 54.
7 Install Exchange Server. See page 60.
8 Install Microsoft Data Access Components. See page 63.
9 Install other software. See page 64.
10 Find I/O addresses for VoiceBridge 2000 feature-set boards.
See page 67.
11 Install Unity and ActiveFax. See page 69.
12 Set up fax ports for ActiveFax. See page 75.
13 Create an Outlook user profile. See page 80.
14 Create an emergency repair disk. See page 82.
15 Configure Unity to work with the phone system. See
page 86.
16 Program the phone system. See page 90.
17 Test the integration. See page 92.
Page 31
CHAPTER 2:
Installation overview
23
Task list:
Unified
messaging
in an existing
Exchange site
Turnkey system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT Server. See page 49.
6 Confirm that the Unity server is getting an IP address. See
page 54.
7 Establish trust relationships (only if the Unity server is a
Windows NT PDC). See page 56.
8 Add account permissions. See page 58.
9 Install Exchange Server. See page 60.
10 Install Microsoft Data Access Components. See page 63.
11 Install other software. See page 64.
12 Install Unity and ActiveFax. See page 69.
13 Set up fax ports for ActiveFax. See page 75.
14 Create an Outlook user profile. See page 80.
15 Create an emergency repair disk. See page 82.
16 Configure Unity to work with the phone system. See
page 86.
17 Program the phone system. See page 90.
18 Test the integration. See page 92.
Continued
Page 32
UNITY INSTALLATION GUIDE
24
Task list: Unified
messaging
in an existing
Continued
Exchange site
Component system
1 Review the installer’s checklist. See page 28.
2 Export information from Repartee or Replay Plus. See
page 31.
3 Install or reseat voice and fax boards. See page 33.
4 Set up the Unity server. See page 40.
5 Install Windows NT/2000 Server. See page 49.
6 Confirm that the Unity server is getting an IP address. See
page 54.
7 Establish trust relationships (only if the Unity server is a
Windows NT PDC or Windows 2000 domain controller). See
page 56.
8 Add account permissions. See page 58.
9 Install Exchange Server. See page 60.
10 Install Microsoft Data Access Components. See page 63.
11 Install other software. See page 64.
12 Find I/O addresses for VoiceBridge 2000 feature-set boards.
See page 67.
13 Install Unity and ActiveFax. See page 69.
14 Set up fax ports for ActiveFax. See page 75.
15 Create an Outlook user profile. See page 80.
16 Create an emergency repair disk. See page 82.
17 Configure Unity to work with the phone system. See
page 86.
18 Program the phone system. See page 90.
19 Test the integration. See page 92.
Page 33
CHAPTER 2:
Installation overview
25
Task list:
ActiveFax on a
separate server
Component system
1 Review the installer’s checklist. See page 28.
2 Install or reseat fax boards. See page 33.
3 Set up the ActiveFax server. See page 40.
4 Install Windows NT/2000 Server. See page 49.
5 Confirm that the ActiveFax server is getting an IP address.
See page 54.
6 Establish trust relationships (only if the ActiveFax and
Unity servers are in different domains). See page 56.
7 Install ActiveFax. See page 69.
8 Set up fax ports for ActiveFax. See page 75.
Page 34
UNITY INSTALLATION GUIDE
26
Page 35
■
CHAPTER 3
Installing a Unity system 3
In this chapter...
Installer’s checklist......................................................................................................... 28
Exporting information from Repartee or Replay Plus ..................................... 31
Installing or reseating voice and fax boards ........................................................ 33
Setting up the Unity or ActiveFax server............................................................... 40
Starting the Unity server and logging on to Windows NT/2000.................. 44
Changing passwords .................................................................................................... 45
Assigning a static IP address ...................................................................................... 47
Installing Windows NT Server....................................................................................49
Confirming that the Unity or ActiveFax server is getting an
IP address....................................................................................................................54
Establishing trust relationships.................................................................................56
Adding account permissions..................................................................................... 58
Installing Exchange ....................................................................................................... 60
Installing Microsoft Data Access Components.................................................... 63
Installing other software ............................................................................................. 64
Installing Windows NT Service Pack 6a.................................................................. 65
Finding I/O addresses for VoiceBridge 2000 feature-set boards .................. 67
Installing Unity and ActiveFax................................................................................... 69
Setting up fax ports for ActiveFax............................................................................ 75
Creating an Outlook user profile .............................................................................. 80
Creating an emergency repair disk ......................................................................... 82
Page 36
UNITY INSTALLATION GUIDE
28
Installer’s
checklist
Basic requirements
◆
The Unity Integration Guide, if provided (the guide is provided for some phone systems; see the list on page 90).
◆
A Unity system key that enables the appropriate integration,
number of voice and fax ports, and other options.
◆
Three blank 3.5" 1.44 MB disks.
◆
The necessary cables, line splitters, and adapters to connect
the voice boards to the phone system.
◆
A test phone.
◆
A record of the previous voice messaging system configuration, including extensions, transfer settings, and caller
input settings. If the site had no previous voice messaging
system, then you need a list of extensions.
Requirements for a component system
◆
A server that meets Unity specifications.
◆
Installation discs for Microsoft Windows NT Server 4.0 or
Windows 2000. For Windows NT, you also need Service
Pack 6a.
◆
Installation discs for Microsoft Exchange Server (Standard
Edition) version 5.5 or for Voice Mail Run-Time Edition of
Exchange Server, and the necessary Client Access Licenses.
You also need Service Pack 3.
◆
Microsoft Data Access Components version 2.5 or later
(available on the Unity installation discs).
◆
Microsoft Internet Explorer version 5.0 or later.
◆
Symantec® pcAnywhere® version 9.0 or later.
◆
Symantec Norton Utilities™ version 2.0 or later (install only
Speed Disk™ and Norton Disk Doctor™).
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 37
CHAPTER 3:
Installing a Unity system
29
Requirements for a separate ActiveFax server
◆
A server that meets ActiveFax specifications.
◆
Installation discs for Microsoft Windows NT Server 4.0,
Windows NT Workstation, or Windows 2000. For Windows
NT Server or Workstation, you also need Service Pack 6a.
Requirements for unified messaging
◆
An understanding of the network topology, including the
location of any other Exchange servers.
◆
The Exchange organization name.
◆
The Exchange site name.
◆
The names of any Windows NT/2000 domains on the
network.
◆
An understanding of any trust relationships that must be
set up among domains. (You may need to establish trust
relationships between the Unity server’s domain and other
domains.)
◆
Access to the administrator account on each domain.
◆
A backup of any Exchange or Windows NT/2000 servers (in
the unlikely event you need to restore data).
Requirements for remote administration
◆
An understanding of how IP addresses are assigned on the
network.
◆
Any restrictions on the IP addresses that can and cannot
access the Unity Administrator.
◆
Any required security precautions.
Continued
Page 38
UNITY INSTALLATION GUIDE
30
Continued
Installer’s checklist Next section
TURNKEY SYSTEM
All configurations Exporting information from Repartee or
Replay Plus, page 31
COMPONENT SYSTEM
All configurations Exporting information from Repartee or
Replay Plus, page 31
ACTIVEFAX SERVER
Installing or reseating voice and fax boards,
page 33
Page 39
CHAPTER 3:
Installing a Unity system
31
Exporting
information
from Repartee
or Replay Plus
If the previous voice messaging system was not a Repartee or
Replay Plus system, skip to the next section, “Installing or
reseating voice and fax boards,” on page 33.
For an upgrade to Unity from Repartee version 7.40 or later or
from Replay Plus version 6.7 or later, the following subscriber
information from the previous system can be used:
◆
Names
◆
Extensions
◆
Call transfer settings
In this section, you export the subscriber information to disk
for later use. The information is imported when subscribers
are added. (Subscriber information also can be imported from
Exchange and from phone systems and other voice messaging
systems that can generate comma-delimited files.)
To export from Repartee version 7.40 or later
a At the Banner screen, press F2.
b Select “Reports.”
c Select “Directory reports.”
d Select “Extension report.”
e Select “Copy.”
f Insert a blank disk in drive A.
g Specify a drive letter and file name, for example,
A:\Extensio.rpt, and save the report to the disk.
h Remove the disk and set it aside for later use.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
33
Page 40
UNITY INSTALLATION GUIDE
32
Exporting
information from
Repartee or Replay
Continued
Plus
To export from Replay Plus version 6.7 or later
a At the Banner screen, click the Screen Menu icon.
b Click “System reports.”
c Under “Directory,” click “All extensions.”
d Click “Copy to file name.”
e Specify a drive letter and file name, for example,
A:\Extensio.rpt.
f Insert a blank disk in drive A.
g Click “Start.”
h Remove the disk and set it aside for later use.
Next section
TURNKEY SYSTEM
All configurations Installing or reseating voice and fax boards,
page 33
COMPONENT SYSTEM
All configurations Installing or reseating voice and fax boards,
page 33
Page 41
CHAPTER 3:
Installing a Unity system
33
Installing or
reseating voice
and fax boards
Do this section if you are installing a new Unity system. For
information on adding or changing voice or fax boards, see
“Upgrading a Unity or ActiveFax server,” on page 100.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Voice boards supported in Unity
Board Bus
Dialogic D/41D™, version 3 or later ISA
Dialogic D/41EPCI™ PCI
Dialogic D/41ESC™, version 3 or later ISA
Dialogic D/41ESC-Euro ISA
Dialogic D/120JCT -LS PCI
Dialogic D/160SC ISA
Dialogic D/160SC-LS™, version 2 or later ISA
Dialogic D/240PCI -T1™ PCI
Natural MicroSystems AG 2000 PCI
NMS AG Dual T1 PCI
NMS AG-T1 ISA
Fax boards supported in Unity
Board Bus
Dialogic GammaLink
®
CP4/LSI™, series 1 ISA
Dialogic GammaLink CP4/LSI, series 2 ISA
Dialogic GammaLink CPD/220™ ISA
Dialogic GammaLink CPi/200™ ISA
Dialogic GammaLink CPi/200 PCI™ PCI
Dialogic GammaLink CPi/400 PCI™ PCI
Natural MicroSystems AG 2000 PCI
Feature-set boards supported in Unity
Board Bus
Voice Technologies Group VoiceBridge 2000 for Mitel ISA
Page 42
UNITY INSTALLATION GUIDE
34
Installing or
reseating voice and
Continued
fax boards
Reseating voice and fax boards in a turnkey
system
During shipping, voice and fax boards in a turnkey system may
become partially unseated. If you do not reseat the boards before
you turn on the Unity server, you may encounter a variety of
problems that are difficult to trace.
To reseat voice and fax boards
a If the Unity server is not already plugged into an outlet, plug
it in now to provide a signal path to earth ground.
b If you already turned on the Unity server, shut down Unity
and then shut down the Unity server. For more information,
see “Shutting down and starting Unity,” on page 164.
c Remove the cover from the Unity server or expansion chas-
sis.
d Attach an antistatic wrist strap.
WARNING! Always use an antistatic wrist strap when you
handle boards or other components. Static electricity can
damage the components in computer equipment.
e For each voice and fax board, remove the screw that affixes
the board to the box.
f Remove each board, and gently but firmly reseat it in its
slot.
g Fasten each board to the computer’s backplate with a screw.
Page 43
CHAPTER 3:
Installing a Unity system
35
Installing voice or fax boards
To find and reserve memory addresses and an IRQ
(ISA boards in a component system only)
When you install ISA boards in a component system, you must
reserve memory addresses and an IRQ so they are not taken by
other boards.
a Run the resource utility that comes with the server to
reserve resources for a legacy ISA board, including:
◆
32 KB of memory in the D0000 range (D0000 to
DFFFF).
◆
IRQ 5.
If IRQ 5 is already in use by a PCI board (a network interface
card, for example), you can force the system to reserve
IRQ 5, which will cause the PCI board to use another IRQ.
If you are using Dialogic D/160SC voice boards and Voice
Technologies Group VoiceBridge 2000 feature-set boards,
reserve two IRQs, one for the voice boards and one for the
feature-set boards. See “Voice board worksheet,” on page 68
for a list of valid IRQs.
If memory addresses in the D0000 range or IRQ 5 are not
available, call Technical Support.
b Write down the memory addresses you reserved. You will
need to specify those values during the Unity Setup program.
To install voice or fax boards
a If the Unity or ActiveFax server is not already plugged into
an outlet, plug it in now to provide a signal path to earth
ground.
b If you already turned on the server, shut down the software
and then shut down the server. For more information, see
“Shutting down and starting Unity,” on page 164.
c Remove the cover from the server or expansion chassis.
Continued
Page 44
UNITY INSTALLATION GUIDE
36
Installing or
reseating voice and
Continued
fax boards
d Attach an antistatic wrist strap.
WARNING! Always use an antistatic wrist strap when you
handle boards or other components. Static electricity can
damage the components in computer equipment.
e Set the switches and jumpers on each board. Refer to “Hard-
ware settings” for your voice or fax board in Appendix A.
Some boards include hardware settings that indicate which
board is first, which is second, and so on. If you are installing more than one board of the same model, keep the
boards in order so you can install them in the correct order
in step h.
NOTE: Do not do the procedures under “Software setup” for
your voice board in Appendix A at this time. The Unity Installation Guide alerts you when to do the procedures later in the
installation.
f For VoiceBridge 2000 boards, record the serial number of
each VoiceBridge 2000 board and its position relative to the
D/160SC board on the “Voice board worksheet,” on
page 68. The serial number is located on a label at the rear
of the board. Keep the boards in the order in which you
write them down on the worksheet.
g Select a slot for each board. For more information, see
“Where to install voice and fax boards in a turnkey system,”
on page 38.
NOTES: PCI boards can be put into either 32-bit or 64-bit PCI
slots.
All ISA boards and all boards with SC or CT bus connectors
must be installed in the same box. If not all boards fit in the
Unity or ActiveFax server, then you must install all of them in
an expansion chassis.
h Insert each board firmly into its slot, and fasten each board
to the computer’s backplate with a screw.
If you are installing more than one board of the same model,
and if the boards include a hardware setting that indicates
which board is first, second, and so on, install the boards in
the order specified by the hardware settings.
If you are installing D/160SC and VoiceBridge 2000 boards,
install boards in the order in which they appear on the
“Voice board worksheet,” on page 68.
Page 45
CHAPTER 3:
Installing a Unity system
37
i If you are installing multiple voice boards that have SC or
CT bus connectors, cable the boards together. On each
board, connect the cable so the red stripe on the cable corresponds with pin 1 on the board connector. Confirm that
the connectors are firmly seated.
If the cable has more connectors than the server has voice
boards, use the first and last connectors, and leave unused
connectors in the middle of the cable. If the end of a cable is
allowed to dangle loose, it can act as a radio antenna and
pick up noise from the bus.
If you are cabling three or more boards together, connect
the first connector on the cable to the first board, the second connector to the second board, and so on.
j Replace the cover of the server or expansion chassis.
Continued
Page 46
UNITY INSTALLATION GUIDE
38
Installing or
reseating voice and
Continued
fax boards
Where to install voice and fax boards in a
turnkey system
ISA slots
32-bit PCI slots
Dell 2300 Unity server
This is a view of the right side with the cover removed. Begin installing
voice boards at the bottom slot and work toward the top slot.
32-bit PCI slot
Full-length
64-bit PCI slots
ISA slot
Dell 2400 Unity server
This is a view of the right side with the cover removed. Begin installing
voice boards at the bottom slot and work toward the top slot.
ISA slots
32-bit PCI slots
Dell G1/GX200 Unity server
This is a top view of the slide-out expansion-board tray. Begin installing
voice boards at the outside slot (closest to the tray-release lever) and
work toward the inside slot.
Page 47
CHAPTER 3:
Installing a Unity system
39
Next section
TURNKEY SYSTEM
All configurations Setting up the Unity or ActiveFax server,
page 40
COMPONENT SYSTEM
All configurations Setting up the Unity or ActiveFax server,
page 40
ACTIVEFAX SERVER
Setting up the Unity or ActiveFax server,
page 40
Page 48
UNITY INSTALLATION GUIDE
40
Setting up the
Unity or
ActiveFax
server
In this section, you attach the system key, an expansion chassis
(if necessary), and other peripherals, then connect the phone
system and start the Unity or ActiveFax server.
We recommend that you connect the server to a dedicated
uninterruptible power supply. Contact the dealer for more
information.
A turnkey Unity server is configured for a specific hardware
setup. Do not add or change any hardware on the Unity server,
except to add memory, or voice or fax boards.
System key
The system key is programmed with the options and the number
of ports purchased for the system. Unity checks the system key
to activate the correct options; Unity does not start without the
key. The same is true of ActiveFax when it is installed on a separate server.
Expansion chassis
Systems with a large number of ports may use an expansion
chassis to provide an adequate number of ISA or PCI slots. A
50-pin cable—connected to I/O bus extender boards in the Unity
server and the expansion chassis—connects the Unity server
and the chassis.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 49
CHAPTER 3:
Installing a Unity system
41
Phone system
You connect the phone system during the procedure “To set up
the Unity or ActiveFax server,” on page 42. See “Hardware settings” for your voice or fax board in Appendix A for information
about pinouts on boards in the Unity server. Refer to the following list for connection information for an integration type or a
specific phone system:
Analog integrations
Connect the voice messaging lines to the
voice boards in the Unity server.
Serial integrations
Connect the voice messaging lines to the
voice boards in the Unity server, and connect the serial cable to
the COM1 serial port on the Unity server. The Unity Integration
Guide provides information about connecting Fujitsu 9600,
Toshiba DK280/424, NEC NEAX 2400, Mitel, and Centrex
phone systems to the Unity server. (Adapters for connecting the
serial cable are provided.)
Norstar VMI
See the Norstar Voice Mail Interface Installation
Guide for connection instructions.
Nortel/Calista and Lucent/Calista
See the Unity Integration
Guide for connection instructions.
VoiceBridge 2000
Connect the voice messaging lines to the
VoiceBridge 2000 feature-set boards in the Unity server.
To route fax messages directly to users’ e-mail Inboxes, the
phone lines that will be used for faxes must be DID lines or analog lines, and must send the fax ID of the recipient. In addition,
the lines must be connected directly to the fax boards, either on
the Unity server or on the ActiveFax server.
CAUTION: You cannot use a serial integration for fax lines.
Continued
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UNITY INSTALLATION GUIDE
42
Setting up the Unity
Continued
or ActiveFax server
To set up the Unity or ActiveFax server
a Place the server near the phone system and a network con-
nection, in a dry, cool area that is free of dust. Ideally, the
server should be in the same room as any other Exchange
servers with which it will be networked.
b Attach peripheral devices and the network cable, if appro-
priate, to the server.
c Attach the “Voice server” system key to the Unity server. If
you are setting up a separate ActiveFax server, attach the
“Fax server” system key. If you are connecting a printer to
either server, plug it into the parallel port on the key.
d Connect the phone system to the server. (See the list on
page 41 under “Phone system” for connection information
for an integration type or a specific phone system, and for
faxes.)
CAUTION: If Natural MicroSystems AG-T1 or AG Dual T1
voice boards are installed in the Unity server, confirm that the
T1 lines from the phone system are functioning and plugged
into the voice boards before you start the Unity server. Otherwise, Unity may not start.
Page 51
CHAPTER 3:
Installing a Unity system
43
Next section
TURNKEY SYSTEM
Voice mail only Starting the Unity server and logging on to
Windows NT/2000, page 44
Voice mail with LAN admin Starting the Unity server and logging on to
Windows NT/2000, page 44
Unified, one Exchange server
Unity server is a PDC Starting the Unity server and logging on to
Windows NT/2000, page 44
Unity server is a member server Installing Windows NT Server, page 49
Unified, existing Exchange site Installing Windows NT Server, page 49
COMPONENT SYSTEM
All configurations Installing Windows NT Server, page 49
ACTIVEFAX SERVER
Installing Windows NT Server, page 49
Page 52
UNITY INSTALLATION GUIDE
44
Starting the
Unity server
and logging on
to Windows
NT/2000
To start the Unity server and log on to
Windows NT/2000
a Turn on the Unity server.
b When you see the Begin Logon dialog box, press
CTRL+ALT+DELETE.
c In the Logon Information dialog box, type
Administrator
in
the “User name” box.
d Type the password in the “Password” box. The default pass-
word on a Unity turnkey system is
12345
.
e Confirm that the domain is Unity.
f Click “OK.”
Next section
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only
✓
Voice mail with LAN admin
✓
Unified, one Exchange server
Unity server is a PDC
✓
Unity server is a member
server
49
Unified, existing Exchange site 49
COMPONENT
SYSTEM
Voice mail only 49
Voice mail with LAN admin 49
Unified, one Exchange server 49
Unified, existing Exchange site 49
ACTIVEFAX SERVER
49
TURNKEY SYSTEM
Voice mail only Changing passwords, page 45
Voice mail with LAN admin Changing passwords, page 45
Unified, one Exchange server
Unity server is a PDC Changing passwords, page 45
Page 53
CHAPTER 3:
Installing a Unity system
45
Changing
passwords
The default Windows NT/2000 account name and password for
a Unity turnkey system (Administrator and 12345) appear in the
documentation. To prevent unauthorized users from logging on
and changing Unity settings, change the password on this
account and on Exchange, Unity, and ActiveFax services.
To change passwords on the Administrator account
and services
a Log on to Windows NT/2000 as Administrator.
b Change the password on the Windows NT/2000
Administrator account.
c Change the password on all Exchange services.
d Change the password on all Unity services:
◆
AvCsGateway
◆
AvCsMgr
◆
AvGaenSvr
◆
AvMalSvr
e If the Unity server includes ActiveFax, change the password
on the following ActiveFax services:
◆
LFAvLic
◆
LFExGateway
◆
LFusync
f Shut down and restart the Unity server. For more informa-
tion, see “Shutting down and starting Unity,” on page 164.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only
✓
Voice mail with LAN admin
✓
Unified, one Exchange server
Unity server is a PDC
✓
Unity server is a member
server
49
Unified, existing Exchange site 49
COMPONENT
SYSTEM
Voice mail only 49
Voice mail with LAN admin 49
Unified, one Exchange server 49
Unified, existing Exchange site 49
ACTIVEFAX SERVER
49
Page 54
UNITY INSTALLATION GUIDE
46
Continued
Changing passwords Next section
TURNKEY SYSTEM
Voice mail only Creating an Outlook user profile, page 80
Voice mail with LAN admin
DHCP server on the network Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
No DHCP server Assigning a static IP address, page 47
Unified, one Exchange server
Unity server is a PDC, DHCP
server on the network
Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Unity server is a PDC, no DHCP
server
Assigning a static IP address, page 47
Page 55
CHAPTER 3:
Installing a Unity system
47
Assigning
a static
IP address
The Unity server must have an IP address to allow network
administration of Unity and to allow subscriber access to the
Unity ActiveAssistant. So, you must either connect the Unity
server to a network that has a Dynamic Host Configuration Protocol (DHCP) server or assign a static IP address to the Unity
server. (The Unity server is configured to automatically obtain an
IP address from the DHCP server once the Unity server is physically connected to the network. However, you may prefer to manually assign a static IP address.)
If the network does not have a DHCP server or you prefer to
assign a static IP address, do the following procedure.
To assign a static IP address in Windows NT
a On the Windows Start menu, click Settings > Control Panel.
b Double-click the Network icon.
c Click the Protocols tab.
d If TCP/IP is installed, click “TCP/IP protocol” in the list and
click “Properties.”
If TCP/IP is not installed, click “Add” to create a new protocol and click “TCP/IP protocol” in the list, then click “OK.”
e Specify the IP address, subnet mask, and default gateway.
f Click “OK.”
g Make any other changes in the dialog box, then click “OK.”
h Restart the Unity server. For more information see “Shutting
down and starting Unity,” on page 164.
To assign a static IP address in Windows 2000
a On the Windows Start menu, click Settings > Control Panel.
b Double-click the Network and Dial-up Connections icon.
c Double-click the Local Area Connection icon.
d Click “Properties.”
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin
DHCP server on the network 54
No DHCP server
✓
Unified, one Exchange server
Unity server is a PDC, DHCP
server on the network
54
Unity server is a PDC, no
DHCP server
✓
Unity server is a member
server
49
Unified, existing Exchange site 49
COMPONENT
SYSTEM
Voice mail only 49
Voice mail with LAN admin 49
Unified, one Exchange server 49
Unified, existing Exchange site 49
ACTIVEFAX SERVER
49
Page 56
UNITY INSTALLATION GUIDE
48
Assigning a static
Continued
IP address
e If TCP/IP is installed, click “TCP/IP protocol” in the list and
click “Properties.”
If TCP/IP is not installed, add it, click it in the list, and click
“Properties.”
f Specify the IP address, subnet mask, and default gateway.
g Click “OK.”
h Restart the Unity server. For more information, see “Shut-
ting down and starting Unity,” on page 164.
Next section
TURNKEY SYSTEM
Voice mail with LAN admin Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Unified, one Exchange server
Unity server is a PDC Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Page 57
CHAPTER 3:
Installing a Unity system
49
Installing
Windows NT
Server
The following procedures describe how to install Windows NT
version 4.0 by using the disks that are currently shipping with
Unity. If you are using different disks or are installing Windows
2000, the installation process may differ.
NOTE: If you are setting up a separate ActiveFax server, you can
install Windows NT Workstation instead of Windows NT Server.
For more detailed information on individual steps in the installation process, see the Windows NT/2000 documentation that is
included with the software.
To install Windows NT Server 4.0
a Insert Microsoft Windows NT Server Setup Disk 1 in drive A.
b Start the server.
c Follow the on-screen instructions until you are prompted to
specify the partition on which to install Windows NT.
d If you are reinstalling Windows NT on the same partition
where Windows NT is already installed, select and delete
that partition, then continue with step e.
Otherwise, skip to step e.
e Select the partition on which to install Windows NT and
press ENTER.
f If you chose to delete a partition in step d, select “Format
the partition using the NTFS file system” and press ENTER,
then continue with step g.
Otherwise, skip to step g.
g Follow the on-screen prompts until you are prompted to
select a licensing mode.
h Click “Per seat” for the licensing mode, then click “Next” to
continue.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 54
Unified, one Exchange server
Unity server is a PDC 54
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 58
UNITY INSTALLATION GUIDE
50
Installing Windows
Continued
NT Server
i Follow the on-screen prompts until prompted to select a
server type:
PDC
For the Unity server, click if the server will be a
stand-alone voice messaging server or if you want to create
a new domain. For the ActiveFax server, click if you want to
create a new domain.
Backup domain controller
Do not set up the Unity or
ActiveFax server as a backup domain controller. This configuration is not supported.
Stand-alone (member) server
Click if the Unity or Active-
Fax server will be a member server in an existing domain.
j Follow the on-screen prompts until you are prompted to
install Microsoft Internet Information Server.
k Clear the “Install Microsoft Internet Information Server”
check box, then click “Next” to continue.
l Follow the on-screen prompts to complete the installation.
To install Windows NT Service Pack 3
a Log on to Windows NT.
b Insert the Microsoft Windows NT Server Option Pack com-
pact disc in the CD-ROM drive.
c Browse to the directory WinntSP3\i386.
d Run Nt4sp3_i.exe.
e Follow the on-screen prompts until you are prompted to cre-
ate an uninstall directory.
f Click the “No, I do not want to create an uninstall directory”
check box.
g Follow the on-screen prompts until a dialog box appears
explaining that 128-bit security will be replaced with 40-bit
security.
h Click “Replace.” Another dialog box appears, also discussing
128-bit and 40-bit security.
i Click “Replace.”
NOTE: 128-bit security will be restored when you install
Windows NT Server Service Pack 6a.
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CHAPTER 3:
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51
j Click “OK,” and Windows NT automatically restarts.
To install Internet Explorer 5.0
a Log on to Windows NT.
b Insert the Microsoft IE5 compact disc in the CD-ROM drive.
c Run Setup.exe.
d Click “Install Internet Explorer 5 and Internet Tools.”
e Follow the on-screen prompts until you are prompted to
select which components to install.
f Click “Install Now–Typical set of components,” then click
“Next.”
g Follow the on-screen prompts.
To install Windows NT 4.0 Option Pack 4
a Log on to Windows NT.
b Insert the Microsoft Windows NT Server Option Pack com-
pact disc in the CD-ROM drive.
c Run Setup.exe in the root directory of the compact disc.
d Follow the on-screen prompts until you are prompted to
select a type of install.
e Click “Minimum.”
f Follow the on-screen prompts, and accept all default values.
Continued
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UNITY INSTALLATION GUIDE
52
Installing Windows
Continued
NT Server
Changing the Boot.ini file for serial
integrations
If you are using a serial integration to connect the Unity or
ActiveFax server and the phone system, do the following procedure to ensure that Windows NT does not mistake the serial connection for a serial mouse.
To change the Boot.ini file for serial integrations
a Make a backup copy of the Boot.ini file.
b Remove the hidden, system, and read-only attributes from
the Boot.ini file.
c Using a text editor (for example, Notepad), open the Boot.ini
file.
d Type
/NoSerialMice at the end of each entry in the
[operating systems] section of Boot.ini, for example:
[operating systems]
multi(0)disk(0)rdisk(0)partition(1)\WINNT="Windows NT Server Version 4.00"
/NoSerialMice
multi(0)disk(0)rdisk(0)partition(1)\WINNT="Windows NT Server Version 4.00 [VGA mode]"
/basevideo /sos /NoSerialMice
e Save Boot.ini, and close the text editor.
f Restore the hidden, system, and read-only attributes to the
Boot.ini file.
g Shut down and restart Windows NT.
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53
Next section
TURNKEY SYSTEM
Unified, one Exchange server Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Unified, existing Exchange site Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
COMPONENT SYSTEM
Voice mail only Installing Exchange, page 60
Voice mail with LAN admin Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Unified, one Exchange server Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Unified, existing Exchange site Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
ACTIVEFAX SERVER
Confirming that the Unity or ActiveFax server
is getting an IP address, page 54
Page 62
UNITY INSTALLATION GUIDE
54
Confirming
that the
Unity or
ActiveFax
server is
getting an
IP address
After you have connected the Unity or ActiveFax server to a network that has a DHCP server, or you have assigned a static
address to the server, do the following procedure for the server to
confirm that it has a valid IP address.
To confirm that the IP address is valid
a On the Windows NT Start menu, click Programs >
Command Prompt.
Or on the Windows 2000 Start menu, click Programs >
Accessories > Command Prompt.
b In the Command Prompt window, type
ipconfig and press
ENTER.
c If the “IP address” value is:
Any value except “0.0.0.0”
The address is valid.
“0.0.0.0”
Either the Unity or ActiveFax server has a problem obtaining an address from the DHCP server or the
assigned static IP address conflicts with the IP address of
another computer on the network. Verify the network settings. If needed, troubleshoot any problem as you would a
network connectivity problem.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin
✓
Unified, one Exchange server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
Voice mail only 60
Voice mail with LAN admin
✓
Unified, one Exchange server
✓
Unified, existing Exchange site
✓
ACTIVEFAX SERVER
✓
Page 63
CHAPTER 3:
Installing a Unity system
55
Next section
TURNKEY SYSTEM
Voice mail with LAN admin Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
Unified, one Exchange server
Unity server is a PDC Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
Unity server is a member server Installing Exchange, page 60
Unified, existing Exchange site
Unity server is a PDC Establishing trust relationships, page 56
Unity server is a member server Adding account permissions, page 58
COMPONENT SYSTEM
Voice mail with LAN admin Installing Exchange, page 60
Unified, one Exchange server Installing Exchange, page 60
Unified, existing Exchange site
Unity server is a PDC Establishing trust relationships, page 56
Unity server is a member server Adding account permissions, page 58
ACTIVEFAX SERVER
Unity server and ActiveFax server are
in different domains
Establishing trust relationships, page 56
Unity server and ActiveFax server are
in the same domain
Installing other software, page 64
Page 64
UNITY INSTALLATION GUIDE
56
Establishing
trust
relationships
When you install Unity as a PDC (Windows NT) or domain controller (Windows 2000) on a network that has other Exchange
servers, you must establish a trust relationship with any domain
that contains an Exchange server. You must establish trusts
before installing Exchange.
The trusts allow Unity to:
◆
Set up subscriber accounts on other domains. (Because
subscriber accounts normally do not use the Unity server as
a home server, all subscriber accounts will be on another
domain if the Unity server is a PDC or domain controller.)
◆
Accept authentications of subscribers who are logged on to
other domains.
The network administrator will know which trusts are necessary
and may prefer to set them up.
To add trusts on the Unity server
While doing this procedure, you may receive an error message
indicating that a trust cannot be verified. This message normally
appears because you have not yet set up the trust on the other
server. The message usually can be ignored.
a Log on to the Unity server as the domain administrator.
b On the Windows NT Start menu, click Programs > Adminis-
trative Tools (Common) > User Manager for Domains.
Or on the Windows 2000 Start menu, click Administrative
Tools > Active Directory Domains and Trusts.
c Add each domain that contains an Exchange server as a
trusting domain. (For more information, see the Windows
“User Manager for Domains” or “Active Directory” Help.)
NOTE: Set up trusting domains before you set up trusted
domains. Otherwise, you may need to wait up to 15 minutes
for the trusts to establish (or you could restart the Unity
server instead).
d Add each domain that contains an Exchange server as a
trusted domain.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server 80
Unified, existing Exchange site
Unity server is a PDC
✓
Unity server is a member
server
58
COMPONENT
SYSTEM
Voice mail only 60
Voice mail with LAN admin 60
Unified, one Exchange server 60
Unified, existing Exchange site
Unity server is a PDC
✓
Unity server is a member
server
58
ACTIVEFAX SERVER
Unity server and ActiveFax
server are in different
domains
✓
Unity server and ActiveFax
server are in the same
domain
64
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CHAPTER 3:
Installing a Unity system
57
To add trusts on other Exchange servers or on the
ActiveFax server
While doing this procedure, you should not receive any error
messages.
a On a server in a domain that contains an Exchange server
or the ActiveFax server, log on as the administrator for that
domain.
b On the Windows NT Start menu, click Programs > Adminis-
trative Tools (Common) > User Manager for Domains.
Or on the Windows 2000 Start menu, click Administrative
Tools > Active Directory Domains and Trusts.
c Add the domain that contains the Unity server as a trusting
domain. (For more information, see the Windows “User
Manager for Domains” or “Active Directory” Help.)
NOTE: Set up trusting domains before you set up trusted
domains. Otherwise, you may need to wait up to 15 minutes
for the trusts to establish (or you could restart the Unity
server instead).
d Add the domain that contains the Unity server as a trusted
domain.
e Repeat steps steps a through d on all other domains that
contain Exchange servers.
Next section
TURNKEY SYSTEM
Unified, existing Exchange site
Unity server is a PDC Adding account permissions, page 58
COMPONENT SYSTEM
Unified, existing Exchange site
Unity server is a PDC Adding account permissions, page 58
ACTIVEFAX SERVER
Installing other software, page 64
Page 66
UNITY INSTALLATION GUIDE
58
Adding account
permissions
Before you install Exchange in a site with other Exchange servers, you must grant Services Account Administration permissions to the Windows NT/2000 domain administrator account.
To add account permissions
Do this procedure on an Exchange server other than the Unity
server. Repeat it on the Unity server if you want to allow either
server to administer the other.
a Log on to an Exchange server by using an Exchange Ser-
vices Account Administration account.
b On the Windows Start menu, click Programs > Microsoft
Exchange > Microsoft Exchange Administrator.
c In the tree, click the organization name.
d On the File menu, click “Properties.”
e Click the Permissions tab.
f Click “Add.”
g Under “List names from,” click the Unity server’s domain.
(On turnkey systems, the domain name is Unity unless you
changed it.) If the domain is not listed, the proper trusts
have not been established.
h In the list of names, select the Windows NT/2000 domain
administrator account.
i Click “Add.”
j Click “OK” to close the Add Users and Groups dialog box.
k Under “Roles,” click “Service account admin.”
l Click “OK” to close the Properties dialog box.
m Repeat steps c through l for the site and the configuration
container, which also appear in the tree.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
60
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
Voice mail only 60
Voice mail with LAN admin 60
Unified, one Exchange server
Unity server is a PDC 60
Unity server is a member
server
60
Unified, existing Exchange site
✓
ACTIVEFAX SERVER
64
Page 67
CHAPTER 3:
Installing a Unity system
59
Next section
TURNKEY SYSTEM
Unified, existing Exchange site Installing Exchange, page 60
COMPONENT SYSTEM
Unified, existing Exchange site Installing Exchange, page 60
Page 68
UNITY INSTALLATION GUIDE
60
Installing
Exchange
During installation, you are asked to choose between joining an
existing Exchange site or creating a new site:
Join a site
When there is an existing Exchange site and you
want to add the Unity server to that site, join the existing site.
Create a site
When the Unity server is the only Exchange server
or when there are other Exchange servers but you want the
Unity server to be a stand-alone voice messaging system, create
a new site.
To install Exchange
This procedure applies only to the Exchange discs shipped with
Unity. If you are using different discs (for example, Backoffice
Server), the procedure may differ.
a Log on to Windows NT/2000 by using the domain adminis-
trator account.
b Insert Microsoft Exchange version 5.5 Disc 1 in the
CD-ROM drive.
c If the “Microsoft Exchange Server” screen does not appear
automatically, run Launch.exe in the root directory of the
compact disc.
d Click “Setup server and components.”
e Click “Microsoft Exchange Server 5.5.”
f Accept the license agreement.
g Click “Complete/Custom.”
h Clear the “Outlook Web Access” check box.
Optionally, you can save disk space by choosing not to
install the MS Mail and/or cc:Mail connectors if the site
does not require them. In the list, select “Microsoft
Exchange Server,” then click “Change option.” Clear the
“MS Mail Connector” or “cc:Mail Connector” check box, as
appropriate. Then click “OK.”
i Click “Continue.”
j Follow the on-screen prompts until you are prompted to run
the optimizer.
k Click “Run optimizer.”
l Follow the on-screen prompts.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
64
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CHAPTER 3:
Installing a Unity system
61
m At the “Microsoft Exchange Server” screen, click “Exit.”
n Shut down and restart the server.
To install Exchange Service Pack 3
a Log on to Windows NT/2000 by using the domain adminis-
trator account.
b Insert Microsoft Exchange version 5.5 Disc 2 in the
CD-ROM drive.
c Browse to the directory Eng\Server\Setup\I386.
d Run Update.exe.
e Follow the on-screen prompts.
f Shut down and restart the server.
To configure Exchange
a On the Start menu, click Programs > Microsoft Exchange >
Microsoft Exchange Administrator.
b In the dialog box that appears, click “Browse.”
c In the Server Browser dialog box, click the name of the Unity
server (Unity-PDC1 is the default value on a turnkey system), then click “OK.”
d In the Connect to Server dialog box, click “Set as default,”
then click “OK.”
Continued
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UNITY INSTALLATION GUIDE
62
Continued
Installing Exchange
To install Outlook
You install Outlook because anyone calling Technical Support
may be asked to use Outlook to perform troubleshooting.
a Insert the compact disc that contains Outlook in the
CD-ROM drive.
b Run Setup.exe.
c Follow the on-screen prompts to complete the installation.
Next section
TURNKEY SYSTEM
Unified, one Exchange server
Unity server is a member server Installing Microsoft Data Access
Components, page 63
Unified, existing Exchange site Installing Microsoft Data Access
Components, page 63
COMPONENT SYSTEM
All configurations Installing Microsoft Data Access
Components, page 63
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CHAPTER 3:
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63
Installing
Microsoft Data
Access
Components
Microsoft Data Access Components (MDAC) version 2.5 or later
must be installed before you install Unity. If you installed
Windows 2000 on the Unity server, you can skip this procedure
because the correct version of MDAC was installed automatically.
To install MDAC
a Insert the Unity compact disc in the CD-ROM drive.
b Browse to the directory Mdac.
c Run Mdac_typ.exe.
Next section
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
64
TURNKEY SYSTEM
Unified, one Exchange server
Unity server is a member server Installing other software, page 64
Unified, existing Exchange site Installing other software, page 64
COMPONENT SYSTEM
All configurations Installing other software, page 64
Page 72
UNITY INSTALLATION GUIDE
64
Installing other
software
Follow the instructions that come with each software package to
install Symantec pcAnywhere and Symantec Norton Utilities
(install only Speed Disk and Norton Disk Doctor).
The Unity documentation is available on the Unity compact disc
in Adobe
®
Acrobat® (PDF) format. To view the Acrobat files on the
Unity or ActiveFax server, you need to install Acrobat Reader,
which is also available on the Unity compact disc.
To install Acrobat Reader on the Unity server
a Insert the Unity compact disc in the CD-ROM drive.
b Browse to the appropriate directory,
Documentation\Acrobat reader installation\Win16 or
Win32, and run the executable file in that directory.
c Follow the on-screen prompts.
Next section
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
TURNKEY SYSTEM
Unified, one Exchange server
Unity server is a member server Installing Windows NT Service Pack 6a,
page 65
Unified, existing Exchange site Installing Windows NT Service Pack 6a,
page 65
COMPONENT SYSTEM
All configurations Installing Windows NT Service Pack 6a,
page 65
ACTIVEFAX SERVER
Installing Windows NT Service Pack 6a,
page 65
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CHAPTER 3:
Installing a Unity system
65
Installing
Windows NT
Service Pack 6a
To install Windows NT Service Pack 6a
a Log on to Windows NT.
b Insert the Microsoft Windows NT Service Pack 6a compact
disc in the CD-ROM drive.
c Run Sp6i386 128 bit.exe.
d When you are prompted to accept the license agreement,
select the “Accept the license agreement” check box, and
clear the “Backup files necessary to uninstall this Service
Pack at a later time” check box.
e Click “Install.”
f Shut down and restart the server.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 74
UNITY INSTALLATION GUIDE
66
Installing
Windows NT Service
Continued
Pack 6a
Next section
TURNKEY SYSTEM
Unified, one Exchange server
Unity server is a member server Installing Unity and ActiveFax, page 69
Unified, existing Exchange site Installing Unity and ActiveFax, page 69
COMPONENT SYSTEM
All configurations Finding I/O addresses for VoiceBridge 2000
feature-set boards, page 67
ACTIVEFAX SERVER
Installing Unity and ActiveFax, page 69
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CHAPTER 3:
Installing a Unity system
67
Finding I/O
addresses for
VoiceBridge
2000
feature-set
boards
If you are installing a component system and using Dialogic
D/160SC voice boards and Voice Technology Group VoiceBridge
2000 feature-set boards, you must find and record available I/O
addresses for the VoiceBridge 2000 boards. During the Unity
Setup program, you will be prompted to enter these values.
To find available I/O addresses
a Start the Unity server.
b On the Windows NT Start menu, click Programs > Adminis-
trative Tools (Common) > Windows Diagnostics.
Or on the Windows 2000 Start menu, click Programs >
Accessories > System Tools > System Information.
c In Windows NT, click the Resources tab.
Or in Windows 2000, expand Hardware Resources.
d In Windows NT, click “I/O Port.”
Or in Windows 2000, click “I/O.”
e In the list of assigned I/O addresses, find an available range
of four consecutive I/O addresses for each VoiceBridge 2000
board (for example, 0224 to 0227). The VoiceBridge 2000
board supports several I/O addresses, including 0224-0240
and 0280-02A0.
CAUTION: Do not use I/O addresses 0270-0273. These I/O
addresses are used by the VoiceBridge 2000 software to initially configure the VoiceBridge 2000 boards.
f Record the base address for each VoiceBridge 2000 board on
the “Voice board worksheet,” on page 68.
NOTE: The base address is the first I/O address in the avail-
able range. For example, if two VoiceBridge 2000 boards are
installed and I/O addresses 0224–022B are available, the
base address for the first board is 0224 and the base
address for the second board is 0228. On Unity turnkey systems, the base addresses have been set to 220, 224, 228,
22C, 230, and 234.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 75
Unified, one Exchange server 75
Unified, existing Exchange site 75
COMPONENT
SYSTEM
Voice mail only
✓
Voice mail with LAN admin
✓
Unified, one Exchange server
✓
Unified, existing Exchange site
✓
ACTIVEFAX SERVER
69
Page 76
UNITY INSTALLATION GUIDE
68
Finding I/O
addresses for
VoiceBridge 2000
Continued
feature-set boards
g In Windows NT, click “OK” to exit Windows Diagnostics.
Or in Windows 2000, close System Information.
Next section
Voice board worksheet
Board Serial
number
IRQ
(circle one)
Base
address
Master
setting
Rotary dial
setting
D/160SC N/A 234567
10 11 12 14 15
N/A N/A 0
VoiceBridge 1 35710
11 12 15
master N/A
VoiceBridge 2 Same as first VoiceBridge slave N/A
D/160SC N/A same as first D/160 N/A N/A 1
VoiceBridge 3 Same as first VoiceBridge slave N/A
VoiceBridge 4 Same as first VoiceBridge slave N/A
D/160SC N/A same as first D/160 N/A N/A 2
VoiceBridge 5 Same as first VoiceBridge slave N/A
VoiceBridge 6 Same as first VoiceBridge slave N/A
COMPONENT SYSTEM
All configurations Installing Unity and ActiveFax, page 69
Page 77
CHAPTER 3:
Installing a Unity system
69
Installing Unity
and ActiveFax
You run the Unity Setup program if:
◆
You are installing Unity and (optionally) ActiveFax on the
Unity server, and either you are installing a component system or you are reinstalling all software on a turnkey system.
◆
You are installing ActiveFax on a separate server. In this situation, you install ActiveFax first.
The account used for installation on the Unity
server
The Windows NT/2000 account that you log on with to install
Unity and ActiveFax on the Unity server has a significant impact
on the installed Unity system, so choose this account carefully.
This account is the owner of the Windows NT/2000 services for
Unity and ActiveFax. Changing the owner or the password for
each of these services is time consuming, so you probably want
to choose an account that you do not intend to change regularly.
You may even want to create an account whose sole purpose is
to be the owner of the Unity and ActiveFax services.
The Unity Setup program creates a number of Windows
NT/2000 and Exchange accounts and other objects, so the
account you log on with must have enough security access to
perform the necessary operations. This account must:
◆
Be a member of the Domain Admins group (typically this
group is a member of the Local Administrators group for the
domain). Domain Admin rights ensure that the Unity Setup
program can create default users during installation.
◆
Be a member of the Local Administrators group.
◆
Have the right to log on locally.
◆
Have the right to act as part of the operating system.
◆
Have the right to log on as a service.
◆
Have Exchange Services Account Administration permissions for the site and the configuration container that Unity
is being installed into.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin 80
Unified, one Exchange server
Unity server is a PDC 80
Unity server is a member
server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 78
UNITY INSTALLATION GUIDE
70
Installing Unity and
Continued
ActiveFax
If you are installing ActiveFax, the account used for installation
on the Unity server must be the account that Exchange on the
Unity server starts with. By default, this is the account that
Exchange was installed with.
Unity and ActiveFax installation
To uninstall any existing fax gateways
Other Exchange fax gateways conflict with ActiveFax. Before you
install or upgrade ActiveFax, uninstall any existing fax gateways.
a Refer to your fax server documentation for instructions on
uninstalling fax gateways.
b After you remove the gateways, allow time for their removal
to be replicated throughout the site.
To confirm that the Windows NT/2000 date and time
formats are correct
Before you install Unity and ActiveFax, confirm that the Windows NT/2000 date and time formats are correct. If you change
the formats after you install Unity and ActiveFax, fax reports will
fail.
a On the Windows Start menu, click Settings > Control Panel.
b Double-click the Regional Settings icon.
c Confirm that the format settings on the Date and Time tabs
are correct.
d Click “OK” to close the Regional Settings Properties dialog
box.
To install ActiveFax on a separate server
Install ActiveFax first. When you install the Unity software on
the Unity server, you are prompted to specify the name of the
server on which ActiveFax is installed. The Unity Setup program
then verifies that ActiveFax is running on that server.
a Confirm that the ActiveFax system key is connected to the
ActiveFax server.
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CHAPTER 3:
Installing a Unity system
71
b Confirm that all fax boards have been installed and set up
according to the “Hardware settings” instructions for your
boards in Appendix A.
c Log on to Windows NT/2000 by using the account you chose
to use for installation.
d Insert the Unity compact disc in the CD-ROM drive.
e Browse to the root directory of the Unity compact disc, and
run Setup.exe.
f Choose the language in which you want to view Setup
prompts, and click “OK.” A welcome message appears.
g Click “Next,” and Setup examines your system to confirm
that the required software is installed and configured properly and that a system key is installed.
If an error message appears, correct the specified problem,
then rerun Setup.
h Follow the on-screen prompts.
When you are prompted to select which features to install,
select the “Install fax server” check box. (If the check box is
not available, the system key does not include the option to
install ActiveFax).
If the ActiveFax server contains NMS fax boards, also select
the “Install voice board software” check box.
i Follow the on-screen prompts to complete the installation.
j Restart the ActiveFax server.
Continued
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UNITY INSTALLATION GUIDE
72
Installing Unity and
Continued
ActiveFax
To install Unity and ActiveFax on the Unity server
Do the following procedure to:
◆
Install Unity.
◆
Install ActiveFax on the Unity server or, if ActiveFax was
installed on a separate server, install the Exchange gateway
for ActiveFax on the Unity server.
Install ActiveFax on the Unity server only if you are configuring
the Unity server as a stand-alone voice messaging server with
LAN administration or as a unified messaging server in an existing Exchange site. Other configurations are not supported.
a Confirm that the Unity system key is connected to the Unity
server.
b Confirm that all voice and fax boards have been installed
and set up according to the “Hardware settings” instructions for your boards in Appendix A.
If you are installing a component system and the server
contains Dialogic D/41D voice boards, note the setting of
jumper JP1 (IRQ setting) because you must enter that value
at the end of the Setup program.
c Start the Unity server.
d Log on to Windows NT/2000 by using the account you chose
to use for installation.
e Insert Unity Disc 1 in the CD-ROM drive.
f Browse to the root directory of the Unity compact disc, and
run Setup.exe.
g Choose the language in which you want to view Setup
prompts, and click “OK.” A welcome message appears.
h Click “Next,” and Setup examines your system to confirm
that the required software is installed and configured properly, and that a system key is installed.
If an error message appears, correct the specified problem,
then rerun Setup.
i Follow the on-screen prompts.
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CHAPTER 3:
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73
j When you are prompted to select the features you want to
install, select the “Install Unity” and “Install voice board
software” check boxes. If you already installed ActiveFax on
a separate server or if you want to install ActiveFax on the
Unity server, also select the “Install fax server” check box. (If
ActiveFax is installed on another server, you still need to
install the Exchange fax gateway on the Unity server.)
If the “Install fax server” check box is not available, the system key does not include the option to install ActiveFax on
the Unity server.
k Follow the on-screen prompts to continue the installation.
l After the Unity software is installed and configured, you may
be prompted to enter settings for the voice boards in the
Unity server. If the server contains:
Dialogic PCI boards only
No settings are required, so no
dialog box appears. Skip to step m.
Dialogic ISA boards only
Do the “Software setup” procedure
for your voice boards in Appendix A.
Dialogic D/160SC voice boards and VoiceBridge 2000
feature-set boards
Do the “Software setup” procedures for
both boards in Appendix A, starting with the VoiceBridge
2000 feature-set boards.
Only one model of NMS boards
Do the “Software setup”
procedure for your voice boards in Appendix A.
Both NMS AG Dual T1 and AG-T1 boards
Do the “Software
setup” procedures for both boards in Appendix A, starting
with the AG Dual T1.
m Follow the on-screen prompts to complete the installation.
n Restart the Unity server.
Continued
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UNITY INSTALLATION GUIDE
74
Installing Unity and
Continued
ActiveFax
Next section
TURNKEY SYSTEM
Unified, one Exchange server
Unity server is a member server Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
Unified, existing Exchange site Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
COMPONENT SYSTEM
Voice mail only Creating an Outlook user profile, page 80
Voice mail with LAN admin Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
Unified, one Exchange server Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
Unified, existing Exchange site Setting up fax ports for ActiveFax, page 75
or, if no ActiveFax,
Creating an Outlook user profile, page 80
ACTIVEFAX SERVER
Setting up fax ports for ActiveFax, page 75
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75
Setting up
fax ports for
ActiveFax
If you installed ActiveFax, run the FAX Monitor program to:
◆
Set whether a fax port sends faxes, receives faxes, or both
sends and receives faxes.
◆
Enter settings for routing inbound faxes.
The FAX Monitor contains information about the fax ports on the
server that ActiveFax is installed on; the information was automatically detected during the ActiveFax installation. The information is displayed in the FAX Monitor window, shown below,
and in its Setup dialog box.
Each square at the bottom of the FAX Monitor window represents a fax port. Colored squares indicate fax ports that are
available for use with ActiveFax.
The number of fax ports available to ActiveFax is specified on the
Unity system key (or on the ActiveFax system key if ActiveFax is
on a separate server). If the number on the key is less than the
total number of fax ports on the installed fax boards, ActiveFax
disables the extra ports. A red “X” in a FAX Monitor square
means that ActiveFax has disabled the corresponding fax port.
Continued
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
Voice mail only 80
Voice mail with LAN admin
✓
Unified, one Exchange server
✓
Unified, existing Exchange site
✓
COMPONENT
SYSTEM
Voice mail only 80
Voice mail with LAN admin
✓
Unified, one Exchange server
✓
Unified, existing Exchange site
✓
ACTIVEFAX SERVER
✓
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76
Setting up fax ports
Continued
for ActiveFax
To display the Setup dialog box
The Setup dialog box can be displayed only when the LFdriver, a
component of ActiveFax, is not running. (The LFdriver provides
the interface between the fax boards and ActiveFax.) The
LFdriver starts automatically when the server that ActiveFax is
installed on starts. When you want to display the Setup dialog
box, you can stop the LFdriver from the FAX Monitor.
a On the ActiveFax server, click Start > Programs >
ActiveFax > Monitor.
b If “Setup!” on the FAX Monitor menu bar is available, skip to
step c.
If “Setup!” is unavailable, click “Stop” on the LFdriver menu.
(Stopping the driver may take a few minutes.)
c On the menu bar, click “Setup!”
c
b
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To enter setup information
You enter information only on the Channel tab of the Setup
dialog box and only for the settings listed in this procedure.
ActiveFax automatically enters information on the other tabs.
a In the Setup dialog box, click the Channel tab.
b Select the fax port for which you are entering information.
c If ActiveFax has just been installed, skip to step d. (The
Unity Setup program automatically detected information
about the fax port. The “Board type” box displays the type of
fax board in the Unity server.)
If you added or removed fax boards, or reconfigured a fax
port, click “Auto detect.”
d Indicate whether the port sends faxes, receives faxes, or
both sends and receives faxes.
e Select your country.
f Type the access code needed to make an external call (for
example, 9), followed by a comma to insert a half-second
pause before the fax phone number is dialed.
Continued
4
2
3
5
6
7
8
9
-
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Setting up fax ports
Continued
for ActiveFax
g Type the maximum number of digits that ActiveFax uses to
identify the recipient. The value that you enter depends on
the automatic routing method and on your organization’s
phone system. This value is the number of digits used in the
“Fax ID” box in subscriber accounts. ActiveFax determines
the recipient by comparing the right-most digits of the
inbound fax number to the right-most digits of the fax number stored in each subscriber’s Exchange mailbox, until it
finds a match.
h Type the number of rings before the fax port answers a call.
i Select an automatic routing method for inbound faxes: DID,
DTMF (telco), DTMF (manual), DNIS, or VPS.
j Repeat steps b through i for each port for which you are
entering setup information.
k Click “OK.” The FAX Monitor window reappears.
To start the LFdriver
If Unity is running, you must start the LFdriver so that faxes can
be sent and received.
In the FAX Monitor window, click “Start” on the LFdriver
menu. (Starting the driver may take a few minutes.)
Page 87
CHAPTER 3:
Installing a Unity system
79
Next section
TURNKEY SYSTEM
Voice mail with LAN admin “Creating an Outlook user profile,” on
page 80
Unified, one Exchange server “Creating an Outlook user profile,” on
page 80
Unified, existing Exchange site “Creating an Outlook user profile,” on
page 80
COMPONENT SYSTEM
Voice mail with LAN admin “Creating an Outlook user profile,” on
page 80
Unified, one Exchange server “Creating an Outlook user profile,” on
page 80
Unified, existing Exchange site “Creating an Outlook user profile,” on
page 80
ACTIVEFAX SERVER
“Creating an emergency repair disk,” on
page 82
Page 88
UNITY INSTALLATION GUIDE
80
Creating an
Outlook
user profile
To use Outlook for troubleshooting, you must create an Outlook
user profile on the Unity server for at least one Unity subscriber.
To create an Outlook user profile
a On the Windows Start menu, click Settings > Control Panel.
b Double-click the Mail icon or the Mail and Fax icon.
c On the Services tab, click “Show profiles.”
d In the Mail and Fax dialog box, click “Add.”
e In the Microsoft Outlook Setup wizard, click “Microsoft
Exchange Server” in the list, then click “Next.”
f Under “Profile name,” type the name of the domain adminis-
trator account (currently the only Unity subscriber on the
system).
If this is a Unity turnkey system and you have not reinstalled Windows NT, type
Administrator
.
If this is a component system or if you reinstalled Windows
NT on a turnkey system, type the name of the Windows NT
administrator account that you used to install Unity.
g Click “Next.”
h Under “Microsoft Exchange Server,” type the name of the
Unity server. (On a turnkey system, the server name is
Unity-PDC1 unless you changed it.)
i Under “Mailbox,” again type the name of the domain admin-
istrator account, then click “Next.”
j Click “Next” to accept the remaining defaults in the wizard,
then click “Finish.”
k In the Mail and Fax dialog box, click “Close.”
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
82
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CHAPTER 3:
Installing a Unity system
81
Next section
TURNKEY SYSTEM
All configurations Creating an emergency repair disk, page 82
COMPONENT SYSTEM
All configurations Creating an emergency repair disk, page 82
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UNITY INSTALLATION GUIDE
82
Creating an
emergency
repair disk
At this point in the installation, it is a good idea to create an
emergency repair disk. This disk will store a record of the Windows NT/2000 registry, which is a database of settings for the
accounts, hardware, and applications. Label the repair disk and
store it in a secure location.
Unity stores a lot of information in the Windows NT/2000 registry; however, the registry record on the repair disk is not a substitute for a comprehensive strategy for backing up Unity. Unity
stores messages and address information in Exchange, and
stores information such as tone templates, phone system configuration information, and call routing rules in other locations.
See the Unity System Administration Guide for more information
on backup strategies.
NOTE: The emergency repair disk is not bootable.
To create an emergency repair disk (Windows NT)
a On the Windows NT Start menu, click Programs >
Command Prompt.
b In the Command Prompt window, run the rdisk command.
(For more information, see the Windows NT/2000 Help on
creating an emergency repair disk, and articles on the rdisk
command in the knowledge base on the Microsoft Web site,
http://www.microsoft.com.)
To create an emergency repair disk (Windows 2000)
a On the Windows 2000 Start menu, click Programs >
Accessories > System Tools > Backup.
b Click “Emergency Repair Disk,” and follow the on-screen
prompts.
DO THIS SECTION?
TURNKEY
SYSTEM
YES NO
see
page
All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
ACTIVEFAX SERVER
✓
Page 91
CHAPTER 3:
Installing a Unity system
83
Next section
TURNKEY SYSTEM
All configurations Configuring Unity to work with the phone
system, page 86
COMPONENT SYSTEM
All configurations Configuring Unity to work with the phone
system, page 86
ACTIVEFAX SERVER
What’s next, page 113
Page 92
UNITY INSTALLATION GUIDE
84
Page 93
■
CHAPTER 4
Setting up the
integration 4
In this chapter...
Configuring Unity to work with the phone system........................................... 86
Programming the phone system ............................................................................. 90
Testing the integration ................................................................................................ 92
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UNITY INSTALLATION GUIDE
86
Configuring
Unity to work
with the phone
system
In this section, you verify information about the phone system
and enter settings for the ports.
To verify phone system information
a In the Unity Administrator, go to System > Switch. For more
information, see “Using the Unity Administrator,” on
page 168.
b Verify the manufacturer of the site’s phone system. If the
manufacturer is not listed, select the manufacturer of a
similar phone system.
c Verify the model of the phone system. If the model is not
listed, select a similar model.
DO THIS SECTION?
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SYSTEM
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All configurations
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COMPONENT
SYSTEM
All configurations
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f
b
d
e
g
c
h
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CHAPTER 4:
Setting up the integration
87
d Verify the version of the phone system software.
e Verify the integration type.
f If necessary, edit the codes that turn message waiting indi-
cation on and off.
g If necessary, edit the message waiting indicator resync time.
h Click the Save icon.
i Shut down and restart Unity for the phone system settings
to take effect.
Continued
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UNITY INSTALLATION GUIDE
88
Configuring Unity to
work with the phone
Continued
system
To enter port settings
You set whether ports answer incoming calls; dial out for message waiting indication, message notification, or making recordings by phone; or are disabled.
If you are setting up a hunt group, use the first voice-messaging
ports for incoming calls and the last ports to dial out. This helps
minimize the possibility of a collision, in which an incoming call
arrives on a port at the same time that Unity takes the port
off-hook to dial out.
a In the Unity Administrator, go to System > Ports.
c
f
d
b
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CHAPTER 4:
Setting up the integration
89
b Select a port in the table.
c Indicate the settings for the port.
d Type the extension for the port.
CAUTION: If the extension for the port is not entered correctly, some integrations may not work.
e Repeat steps b through d for the remaining ports.
f Click the Save icon.
g Shut down and restart the Unity server. For more informa-
tion, see “Shutting down and starting Unity,” on page 164.
Next section
TURNKEY SYSTEM
All configurations “Programming the phone system,” on
page 90
COMPONENT SYSTEM
All configurations “Programming the phone system,” on
page 90
TIP
Use Help for descriptions of the
port settings. At the top of the
page, click the Help icon with the
question mark. Then click the
question mark link next to a setting for information about that
setting.
Page 98
UNITY INSTALLATION GUIDE
90
Programming
the phone
system
In this section, you program the phone system to work with
Unity. The instructions that you use depend on whether a Unity
Integration Guide came with Unity. The guide is provided for integrations with the following phone systems:
◆
Centrex/SMDI
◆
Cisco CallManager
◆
Fujitsu 9600/SMDI
◆
Lucent/Calista
◆
Mitel/Calista
◆
Mitel SX-2000 T1
◆
Mitel/Voice Technologies Group VoiceBridge 2000
◆
NEC NEAX® 2400 with LAN MCI
◆
NEC NEAX 2400 with serial MCI
◆
Norstar VMI
◆
Nortel/Calista
◆
Toshiba DK280/424 SMDI
Without the Unity Integration Guide
Program the phone system
by doing the following procedure.
With the Unity Integration Guide
Program the phone system by
using the related chapter in the guide.
DO THIS SECTION?
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COMPONENT
SYSTEM
All configurations
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Page 99
CHAPTER 4:
Setting up the integration
91
To program the phone system
This procedure provides general information about programming
a phone system; refer to the phone system documentation for
specific information.
a Assign extensions for the voice messaging ports.
b If the phone system supports hunt groups, program the
hunting order for the voice messaging extensions (port 1 to
port 2, and so on).
If the phone system does not support hunt groups, you can
simulate a hunt group by forwarding each voice messaging
extension to the next extension in the simulated hunt group
on busy.
c If the phone system supports hunt group access codes,
assign a hunt group access code for the voice messaging
extensions. This code is the number that subscribers dial
internally to connect to the Unity server.
d Program which trunks (if any) will route to the voice messag-
ing extensions.
e Program the phone system to handle calls when all voice
messaging ports are busy. Calls may be forwarded to an
operator, get a busy signal, or get a ringback tone until one
of the ports becomes available.
Next section
TURNKEY SYSTEM
All configurations “Testing the integration,” on page 92
COMPONENT SYSTEM
All configurations “Testing the integration,” on page 92
Page 100
UNITY INSTALLATION GUIDE
92
Testing the
integration
In this section, you test whether Unity and the phone system are
integrated correctly.
Unity comes with a test subscriber, Example Subscriber. First,
you assign an extension to Example Subscriber so that you can
leave a message. Then, you use Example Subscriber to test the
integration.
To assign an extension to the test subscriber
This procedure sets call transfer options only for Example Subscriber. Call transfer options for actual subscribers are set later,
and are described in the Unity System Administration Guide.
a In the Unity Administrator, go to Subscribers >
Subscribers > Profile.
b If Example Subscriber is not displayed, click the Find icon,
then click “Find,” and select “Example Subscriber” in the
list that appears.
c In the “Extension” box, type the extension for Example Sub-
scriber. This extension should be near your work area, so
you can hear it ring.
d Click the Save icon.
DO THIS SECTION?
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SYSTEM
YES NO
see
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All configurations
✓
COMPONENT
SYSTEM
All configurations
✓
bd
e
c
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