The information in this document is subject to change without notice. The statements, configurations, technical data, and
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CallPilot Desktop Messaging Installation and Maintenance Guide
6 Contents
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Chapter 1
Requirements for installing Desktop Messaging
About CallPilot Desktop Messaging
With CallPilot Desktop Messaging from subscribers can access their CallPilot mailbox from their
personal computer. Subscribers can manage all their voice messages in one graphical interface.
They can still access their mailbox from their telephone at any time.
With CallPilot Desktop Messaging subscribers can:
•listen to voice messages
•record and send voice messages
•forward and reply to voice messages
•add message options such as urgent and private
•download the CallPilot Address Book
•change their CallPilot password
This guide tells a System Administrator how to install, configure and troubleshoot CallPilot
Desktop Messaging on subscribers’ computers.
7
Subscribers can perform some configuration and troubleshooting tasks with your guidance.
Hardware requirements
The following list contains both the minimum and recommended hardware that Desktop
Messaging software needs for operation.
•IBM PC or compatible:
— minimum Pentium/586 or faster system with 16 Mbytes of RAM minimum; 32 Mbytes
recommended
•Monitor:
— 16-color VGA 640 x 480 capability minimum; 256-color SVGA 800 x 600 capability
recommended
•Disk drive:
— 15 Mbytes of free space
•CD-ROM drive
•Windows-compatible mouse and keyboard
•LAN connection to CallPilot 100/150. Subscribers can access their CallPilot messages over
the LAN via ISDN, ADSL, dial-up modem or ethernet.
Optional hardware
•a sound card and a set of speakers for playing messages on a computer
•a microphone for recording messages on a computer
CallPilot Desktop Messaging Installation and Maintenance Guide
8 Chapter 1 Requirements for installing Desktop Messaging
Software requirements
Integrated clients
Integrated clients run with a corporate email server. You can use Desktop Messaging with one or
more of these clients:
•Microsoft Outlook 2000, 2002 (XP) and 2003
•Lotus Notes 4.6x, 5.x, 6.x (including 6.5)
•GroupWise 6.x (including 6.5)
Note: If you want to use Lotus Notes 6 you must have version 2.0 installed. To install
Desktop Messaging for Lotus Notes, you must have manager or designer control of the
user's mail database. This control is set on the server by the Lotus Notes administrator.
Note: Desktop Messaging does not support the Microsoft Windows Terminal Server
running the Citrix client.
Internet Mail clients
You can use Desktop Messaging with these IMAP Internet clients:
•Microsoft Outlook Express 5.x and 6.x
•Microsoft Outlook 2000, 2002 (XP) and 2003 in Internet mail mode
•CallPilot Unified (Desktop) Messaging online Help and online guides
•CallPilot Reference Guide for CallPilot 100/150
For information about setting up CallPilot Message Networking refer to the:
•CallPilot Message Networking Set Up and Operation Guide
•CallPilot Manager Set Up and Operation Guide
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Where to get help
USA and Canada
Authorized Distributors - ITAS Technical Support
Telephone:
1-800-4NORTEL (1-800-466-7835)
If you already have a PIN Code, you can enter Express Routing Code (ERC) 196#.
If you do not yet have a PIN Code, or for general questions and first line support, you can enter
ERC 338#.
Website:
http://www.nortelnetworks.com/itas/
email:
naitas@nortelnetworks.com
Presales Support (CSAN)
Telephone:
1-800-4NORTEL (1-800-466-7835)
Use Express Routing Code (ERC) 1063#
Chapter 1 Requirements for installing Desktop Messaging 9
EMEA (Europe, Middle East, Africa)
Technical Support - CTAS
Telephone:
00800 800 89009
Fax:
44-191-555-7980
email:
emeahelp@nortelnetworks.com
CALA (Caribbean & Latin America)
Technical Support - CTAS
Telephone:
1-954-858-7777
email:
csrmgmt@nortelnetworks.com
APAC (Asia Pacific)
Technical Support - CTAS
Telephone:
+61 388664627
Fax:
+61 388664644
email:
asia_support@nortelnetworks.com
CallPilot Desktop Messaging Installation and Maintenance Guide
10 Chapter 1 Requirements for installing Desktop Messaging
N0008714 02
Chapter 2
Configuring your system for Desktop Messaging
Before you install Desktop Messaging
Before installing and using Desktop Messaging:
•In CallPilot Manager, make sure that the number of Maximum Outcalling Channels is enough
to accommodate the expected CallPilot telephone player use. The Outcalling Channels value
controls the number of simultaneous channels that can be used for outcalling. For information
on setting the outcalling channels, refer to the CallPilot Manager Set Up and Operation Guide.
•If you are installing Desktop Messaging for subscribers who use Outlook 98 or Outlook 2000,
make sure their clients are set to the proper mode. For more information refer to “Software
requirements” on page 8.
Desktop Messaging and data network security
11
Due to the complexity and diversity of network configurations, this guide does not cover data
network security issues. Discuss security issues with a security specialist or data network
administrator.
CallPilot Desktop Messaging Installation and Maintenance Guide
12 Chapter 2 Configuring your system for Desktop Messaging
Configuring IMAP/LDAP/SMTP servers for Desktop Messaging
CallPilot supports IMAP/LDAP protocols, which let Desktop Messaging subscribers access their
CallPilot mailboxes using Microsoft Outlook, Lotus Notes, Novell GroupWise, and selected
third-party Internet mail clients: Microsoft Outlook Express, Netscape Messenger, and Qualcomm
Eudora Pro.
Each type of desktop client is configured and used slightly differently. To configure a specific
Desktop client, refer to “Installing and configuring Desktop Messaging” on page 15.
Although you individually configure each desktop client, you configure CallPilot 100/150 the
same way for all the Desktop clients it supports. Follow the instructions in this chapter to
configure the IMAP/LDAP/ SMTP servers.
IMAP
Internet Message Access Protocol (IMAP) lets a client access and use electronic mail messages on
a server. These messages are stored on CallPilot 100/150.
IMAP lets subscribers check for messages from any location with an Internet connection. IMAP
also lets subscribers access messages from multiple locations. IMAP is a method of accessing
electronic mail or bulletin board messages that are kept on a shared mail server. IMAP lets a client
email program access remote message stores as if they were local. For example, email stored on an
IMAP server can be accessed from a computer at home, a workstation at the office, and a notebook
computer while traveling, without the need to transfer messages or files between computers.
LDAP
Lightweight Directory Access Protocol (LDAP) is a set of protocols for accessing information
directories. LDAP supports TCP/IP, which is necessary for any type of Internet access. LDAP lets
a client search for and use information entries on a directory server, such as CallPilot 100/150. For
example, a typical entry in the CallPilot directory contains attributes of a subscriber such as name,
telephone number, and CallPilot mail address. Internet clients can use LDAP to query address
book information from the CallPilot directory, perform address resolution, or search for specific
subscribers, if this functionality is implemented by the Internet client.
SMTP
Simple Mail Transfer Protocol (SMTP) is a protocol for sending email messages between servers.
Most email systems that send mail over the Internet use SMTP to send messages from one server
to another. These messages can then be retrieved with an email client using IMAP. SMTP is also
generally used to send messages from a mail client to a mail server. This is why you must specify
both the IMAP server and the SMTP server when you configure your email application.
Since Voice Profile for Internet Mail (VPIM) Networking also uses SMTP, you do much of the
configuration for IMAP in the same places you set up VPIM Networking.
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Chapter 2 Configuring your system for Desktop Messaging 13
Configuring environments without a DNS
The Domain Name System (DNS) is an Internet service that translates domain names into IP
addresses. Because domain names are alphabetic, they are easier for subscribers to remember. The
Internet is based on IP addresses. Every time you use a domain name, therefore, a DNS must
translate the name into the corresponding IP address. For example, the domain name
www.example.com can translate to 198.105.232.4.
If one DNS server does not know how to translate a particular domain name, it asks another one,
and so on, until the correct IP address is returned.
Desktop Messaging uses Domain Name resolution, which is provided by a DNS. If your network
does not have a DNS, then you must configure Desktop Messaging to use IP addresses.
Configuring Desktop Messaging with IP address only
If you do not use DNS to resolve domain names, configure CallPilot 100/150 and client computers
to use an IP address only:
1Ensure your CallPilot 100/150 system is not configured to use DNS.
2Enter the host name on CallPilot 100/150.
3Configure computers running Desktop Messaging with the IP address of CallPilot 100/150.
CallPilot Desktop Messaging Installation and Maintenance Guide
14 Chapter 2 Configuring your system for Desktop Messaging
N0008714 02
Chapter 3
Installing and configuring Desktop Messaging
It takes approximately 10 minutes to install CallPilot Desktop Messaging. Depending on the
subscribers’ expertise, you can ask them to install Desktop Messaging on their computer.
Installation information
Before you install CallPilot Desktop Messaging on a subscriber’s computer:
•Make sure the subscriber’s computer has the correct hardware and software requirements.
Refer to “Hardware requirements” on page 7 and “Software requirements” on page 8.
•If the subscriber has version 1.06 or earlier of Desktop Messaging, you must uninstall the
earlier version before you do the installation procedure.
Refer to “Uninstalling an earlier version of Desktop Messaging” on page 16.
•Decide which version of Desktop Messaging you want to install.
Refer to “Choosing which version of Desktop Messaging to install” on page 17.
15
•Ensure that the microphones, speakers, and sound cards that are connected to the subscriber’s
computer are configured. Refer to the manufacturer’s documentation.
•Have this information available:
— the fully qualified domain name (FQDN) of CallPilot 100/150, or the IP address, if you do
not have a DNS
— the SMTP/VPIM prefix of CallPilot 100/150. If you use Message Networking, include this
prefix.
— the subscriber’s mailbox number
Note: If the subscriber uses Novell GroupWise they must have Windows Messaging 4.0
installed on their computer. This is normally the case when Windows is installed on a
computer. However, if Windows Messaging 4.0 is not installed, the GroupWise
installation gives you these options:
•Install the complete Windows Messaging system.
•Leave Windows Messaging as is.
Install the Complete Windows Messaging system even if Windows Messaging is already
installed. This ensures that the GroupWise option is available during Desktop Messaging
installation.
CallPilot Desktop Messaging Installation and Maintenance Guide
16 Chapter 3 Installing and configuring Desktop Messaging
Uninstalling an earlier version of Desktop Messaging
If the subscriber has Desktop Messaging 1.06 or earlier on their computer, uninstall it before you
do the installation procedure.
To uninstall a previous version of Desktop Messaging
1Quit any open applications, including the Desktop Messaging installation program.
If you use Microsoft Outlook, it can take an additional minute or two for the mail services to
shut down.
2Click the Windows Start button, point to Programs, point to Nortel Networks CallPilot
Desktop Messaging and click Uninstall CallPilot Desktop Messaging for the specific email
client. The Uninstall window appears.
3Click the Uninstall NOW! button.
4If a message appears that asks if you want to delete any files beginning with the letters nb, nm,
or ns, click the Yes button.
5If you are uninstalling Desktop Messaging for Lotus Notes, you must enter your Lotus Notes
password before the uninstall process continues.
If you are Installing Desktop Messaging for Outlook and GroupWise
If you want to install Desktop Messaging for both Microsoft Outlook and Novell GroupWise on
the same computer, you must install each client separately.
1The first time you install Desktop Messaging, select the Outlook email client only, and when
you reach the Additional Options screen, select Update default mail profile.
2Install Desktop Messaging a second time, and this time select the Novell GroupWise email
client only. When you reach the Additional Options screen, select Update default mail profile.
Setting up Microsoft Outlook 2000 in Corporate mode
If the subscriber is using Microsoft Outlook 200 as an integrated client that runs with a corporate
email server, before you install Desktop Messaging, make sure the subscriber is in Corporate
mode.
1Start Outlook 2000 on the subscriber’s computer.
2On the Tools menu click Options.
The Options dialog box appears.
3Click the Mail Services tab.
4Click the Reconfigure Mail Support button.
The Email Service Options wizard appears.
5Make sure that Corporate or Workgroup is selected.
If it is not already selected, select it and complete the rest of the wizard.
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Note: If the subscriber uses Outlook 98, refer to the Knowledge Base at the Microsoft
website for information about configuring Outlook 98 in Corporate mode.
Chapter 3 Installing and configuring Desktop Messaging 17
Installing Desktop Messaging
You install Desktop Messaging from the CallPilot 100/150 Documentation and Client Software
CD. Be sure to install the version of Desktop Messaging that is right for your system.
Refer to:
•“Choosing which version of Desktop Messaging to install” on page 17
•“Installing Desktop Messaging version 2.0 or 2.5” on page 19
•“Installing Desktop Messaging version 1.07” on page 25
Choosing which version of Desktop Messaging to install
Which version of Desktop Messaging you should install depends on your language requirements.
Supported languages
Desktop Messaging 2.0 and 2.5 support:
•English
•Chinese (Traditional and Simplified)
•Japanese
•Dutch
•German
•French
•Italian
•Spanish
Note: If you want to use Lotus Notes 6 you must have version 2.0 installed
If you want to use Danish, Norwegian, Swedish or Brazilian Portuguese, you must use version
1.07, as these languages are not supported on CallPilot 3.0.
You can install version 1.07 if you use:
•Italian
•Spanish
•Danish
•Norwegian
•Swedish
•Brazilian Portuguese
CallPilot Desktop Messaging Installation and Maintenance Guide
18 Chapter 3 Installing and configuring Desktop Messaging
Installing only the CallPilot Player
If you want only the CallPilot Player functionality of Desktop Messaging. you can install only the
CallPilot Player component.
With the CallPilot Player, you can record greetings, prompts or names as a .vbk file, and convert
the files from .wav to .vbk format. You can import the recorded files into your CallPilot system
using CallPilot Manager. See the CallPilot Manager Setup and Operation Guide for how to import
recorded files.
To install only the CallPilot Player, follow the instructions for installing Desktop Messaging, but
during the installation select only the language and the destination you want to install the CallPilot
Player in. Do not select:
•Email client
•Server settings
•Mailbox number
On the Ready to Install screen, leave the default mail client selected.
This will install only the CallPilot Player, and not Desktop Messaging.
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Chapter 3 Installing and configuring Desktop Messaging 19
Installing Desktop Messaging version 2.0 or 2.5
1Load the CallPilot 100/150 CD in the CD-ROM drive of your computer.
2Double-click the CD folder and double-click the Optional Software folder.
3Double-click the Desktop Messaging folder.
4Double-click the folder for the 2.0 or 2.5 version of Desktop Messaging.
5Double-click the setup.exe icon.
The setup program starts and the Welcome window appears.
6Click the Next button.
The Language screen appears.
7From the Language list box, select the language you want to use.
CallPilot Desktop Messaging Installation and Maintenance Guide
20 Chapter 3 Installing and configuring Desktop Messaging
8Click the Next button.
The Destination Folder screen appears.
9Click the Next button to accept the default directory, or click the Browse button if you want to
locate other destination folders, and select the folder you want to install Desktop Messaging
in.
Nortel Networks recommends that you install Desktop Messaging in the default folder.
10 Click the Next button.
The E-Mail Client screen appears.
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Chapter 3 Installing and configuring Desktop Messaging 21
11 Select the check boxes for the email clients that you use.
Internet Mail clients include Microsoft Outlook Express, Microsoft Outlook in Internet mail
mode, Netscape Messenger, and Qualcomm Eudora Pro.
Notes:
• If you want to install Outlook and GroupWise on the same computer, you must
follow the procedure “If you are Installing Desktop Messaging for Outlook and
GroupWise” on page 16.
• If you are using Outlook in Internet Mail mode (rather than Corporate mode),
clear the Microsoft Exchange/Outlook option. After you install Desktop
Messaging, go to “Configuring Outlook Express or Outlook in Internet Mail
mode” on page 37.
12 Click the Next button.
The CallPilot Server Settings screen appears.
13 In the Server Name or TCP/IP Address box type the FQDN or IP address of the CallPilot
100/150 system.
14 In the Server SMTP/VPIM prefix box type the SMTP/VPIM prefix of the CallPilot
subscriber’s address. If CallPilot Networking is not enabled, leave this box blank, otherwise
enter the value from the Local Prefix field of the Digital Networking Properties page in
CallPilot Manager.
CallPilot Desktop Messaging Installation and Maintenance Guide
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