Spectrel Spectel Reserver Application, Reserver Installation And Administration Manual

Spectel Reserver Application
for Lotus Notes 1.2
Installation and
Administration Guide
Document Number 81100219 Rev C
Copyright 2004 Spectel, Incorporated. All rights reserved. Spectel, Incorporated, makes no representations or warranties regarding the contents of
Spectel, the Spectel logo, BridgeTalk, Click-2-Conference, Web Portal, IMM, Internet Meeting Manager ,Spectel MultiSite Application, ProtoCall, Reserver, Spectel Reserver for Microsoft Outlook, Spectel Reserver for Lotus Notes, SRB, 7 Series, S pectel 70, Spectel 700, Spectel 780, and Spectel 7000 are either trademarks or registered trademarks of Spectel, Incorporated. All rights reserved. All other company and/or product names mentioned are trademarks are trademarks of their respective owner.
Lotus, Lotus Notes, LotusScript, Notes Mail, NotesSQL, NotesView, 1-2-3, Organizer, SmartIcons, and SmartSuite are registered trademarks of Lotus Development Corporation.
Spectel, Incorporated
Document Number 81100219 Rev C
Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
New features with this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Contacting Spectel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Chapter 1:
Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Installation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Installing the components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Installing the server software . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Configuring Domino template and database files . . . . . . . . . . . . . . . 1-5
Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . 1-7
Installing the client software (centralized method). . . . . . . . . . . . . . . 1-7
Viewing the Reserver Program Files directory . . . . . . . . . . . . . . . . . . . 1-8
Uninstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Uninstalling the client software. . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Uninstalling the server software . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Restoring the standard Lotus Notes NTF files. . . . . . . . . . . . . . . . .1-10
Chapter 2:
Configuring the Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Overview of components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Defining bridge parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Chapter 3:
Creating and Modifying a Conference Call . . . . . . . . . . . . . . . . . . . . . 3-1
Setting up and scheduling a Conference Call . . . . . . . . . . . . . . . . . . . 3-2
Selecting the basic requirements . . . . . . . . . . . . . . . . . . . . . . . 3-2
Selecting a repeating conference . . . . . . . . . . . . . . . . . . . . . . . 3-4
Sending an invitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Creating a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
iii
Using Calendar options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Modifying Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a one-time Conference Call. . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a series of Conference Calls . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a conference in progress . . . . . . . . . . . . . . . . . . . . . . 3-15
Deleting a scheduled Conference Call. . . . . . . . . . . . . . . . . . . . . 3-15
Deleting series Conference Calls . . . . . . . . . . . . . . . . . . . . . . . 3-17
Using an On Demand Conference Account . . . . . . . . . . . . . . . . . . . 3-20
Setting On Demand Conference Details. . . . . . . . . . . . . . . . . . . . 3-20
Creating an On Demand Conference . . . . . . . . . . . . . . . . . . . . . 3-21
Data Conference Support . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Appendix A: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A- 1
Distributing Client Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Using the Client Distribution Manager . . . . . . . . . . . . . . . . . . . . . . . A-3
Editing the Administration Execution Control List (ECL). . . . . . . . . . . . A-7
Distributing mail messages . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
Installing the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Uninstalling the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Appendix B:
Setting Time Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B- 1
Time zone names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Appendix C: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C- 1
Error Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IX-1
iv Reserver for Lotus Notes 1.2 Installation and Administration Guide
Preface
The Reserver for Lotus Notes 1.2 Installation and Administration Guide provides information on installing and configuring Reserver for Lotus Notes.
Reserver for Lotus Notes enables you to set up meetings and schedule conference calls within your Lotus Notes E-mail and calendar applications.
The following is a list of other information you can use with this guide:
For information on the Spectel 780/Spectel 700 bridges, see the Spectel 700
Administration and Maintenance Guide.
For instructions on using Reserver for Lotus Notes, see the Reserver for Lotus Notes online help.
New features with this release
Support for latest versions of Lotus Notes/ Domino The latest release of Reserver for Lotus Notes supports versions 5.0.12, 6.0.1 and
6.5.1 of Domino and Notes.
Authenticate to CRS using the end user’s email address. Reserver for Lotus Notes authenticates to the CRS using the end user’s email
address in addition to the existing account number or contact name.
Support for latest versions of the Spectel 700 (version 3.3). Reserver for Lotus Notes supports the scheduling of conferences with the most recent
production version of the Spectel 700.
Support for latest version of the CRS Reserver for Lotus Notes supports the latest CRS release (2.3.11.3).
Support for DataXChange Reserver for Lotus Notes supports Data XChange. For more information see “Adding
advanced features” on page 3-9.
New advanced features. Reserver for Lotus Notes provides a new list of advanced conference featu res. These
include:
v
- Auto Extend Ports
- Auto Extend Duration
- Billing Code Prompt
- Save Options
- Moderator blocked dial out
- Global conferences
- Prompt set selection for the conference.
- System administrators can set a default value for the above settings on an individ-
ual basis.
For more information see, “Adding advanced features” on page 3-9.
On Demand Conference account. On Demand Conference functionality is available with the latest release of Reserver
for Lotus Notes. For more information, see “Using an On Demand Conference Account” on page 3-20.
Conventions
The following table includes conventions that appear in this guide.
Convention Description
Choose To choose a command from the Menu bar.
For example, “Choose File - Exit” means to move the cursor to “File” in the Menu bar, hold down the left mouse button, then move the cursor to “Exit,” and finally release the left mouse button.
Click To select an item by placing the cursor over the named o bject
and then pressing the left mouse button. For example, if the manual says “Click OK,” select OK using
the mouse.
Enter To enter text using a keyboard.
For example, if the manual says “enter a filename,” type the name of a file that you want to use.
vi Reserver for Lotus Notes 1.2 Installation and Administration Guide
Convention Description (Continued)
KEYNAME Text displayed in is a keyname, for example ESC or ENTER.
In certain cases, the guide refers to a combination of keys, such as simultaneously press the
CTRL key, and then press ENTER).
CTRL+ENTER. This means that you must
CTRL and ENTER keys (hold down the
Press To input a specific key or key sequence. (See
KEYNAME in this
table.)
Select To highlight, for example, a row in a display or a list item, or
select a check box or a radio button.
Edit entry To modify text displayed in a table.
Contacting Spectel
You can contact Spectel at:
Corporate Headquarters
Spectel, Incorporated 21 Stillorgan Industrial Park Co. Dublin, Ireland
Tel: +353 1 207 5600 US Toll Free: 1 877 535 9290
Fax: +353 1 295 3740
US Headquarters
Spectel, Incorporated 200 Minuteman Road Andover, MA 01810 USA
Tel: 800 685 8454 Fax: 978 552 6250
Technical Support
US and Canada:
Tel: 800 366 5469 E-mail:
customersupport@spectel.com Fax: 978 552 6220
Web Site www.spectel.com
International:
Tel: +353 1207 5667 E-mail: support@spectel.com
vii
Chapter 1
Installation
This chapter provides information on installing the Reserver for Lotus Notes application. Topics include:
•Overview
Installation requirements
Installing the server software
Installing the client software (centralized method)
Uninstalling the server software
Uninstalling the client software
Restoring the standard Lotus Notes NTF files
Installation 1-1
Overview
Reserver for Lotus Notes is a client/server application, which displays customized Lotus Notes forms that users can access to schedule audio and data conferences.
The Reserver for Lotus Notes application is supported by a Lotus Notes database file (.NSF), which includes forms, fields, folders, views, and other presentation features like database icons. When you have several databases on a server that you want to standardize, you can use a Domino template file (.NTF), which is structurally identical to a database but only includes design elements. The database files (NSFs) inherit the design elements that are set up in the template.
Spectel provides a modified mail template that you copy from the Program Files directory to the <Lotus installation drive>\Lotus\Domino\Data folder. Then, you can update all or selected client database mail files (NSFs) with the Reserver for Lotus Notes NTF template by running a load convert command. For instructions, see “Converting the standard client NTF files” on page 1-7.
Here are two important points to consider:
The original Lotus Notes NSF and NTF files remain intact in the Domino Mail server directory.
You can restore the original configuration by entering a single load convert command. For more information, see “Restoring the standard Lotus Notes NTF files” on page 1-
10.
The following graphic shows an overview of the client/server architecture:
Spectel 700/ CRS S700/ CRSSpectel 780 Spectel 700/CRS
Domino Mail server
client machine client machine
client machine client machine
1-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Installation requirements
Before installing Reserver for Lotus Notes, you should verify that the following requirements are met:
Component Description
Server Client
Bridge
Install and configure the Domino mail server Install and configure the following client components:
Lotus Notes 5.0 or higher
Microsoft Windows 2000, XP
Microsoft Internet Explorer 5.5 or hi gher for optimum on line help performance
Note: Netscape 4.x and 6.x users may experience printing or
display irregularities with some tables and help topics.
Verify connectivity to one of these audioconferencing systems (bridges):
Spectel 700 3.3 or later
Spectel 780 3.3 or later
CRS 2.3.11.3 or later
For information on the:
Spectel 700 bridge, see the Spectel 700 Administration and
Maintenance Guide.
Note: If a problem occurs during installation, every effort should be made to ensure that
Lotus Notes and the enterprise configuration are fully functional prior to contacting Spectel Technical Support.
Installation 1-3
Installing the components
In a typical enterprise environment, you can install the client files by using either of these methods:
Centralized—(Recommended) After installing the server software on the Domino mail server, each individual registers the OCXs by accessing the client setup executable from a shared directory . For instructions, see “Installing the client sof tware (centralized method)” on page 1-7.
Distributed—After installing the server software on the Domino mail server, the client files (OCXs) are E-mailed to recipients who can install the files themselves. For more information, see “Distributing Client Files” on page A-1.”
The following table lists the n ecessary ste ps for a typical installation of Reserver for Lotus Notes.
Step Where to find information
1. Installing the server software See the next section, “Installing the server software.”
2. Configuring Domino template and database
files
3. Configuring the MLKSched.ini file See page 2-3 in Chapter 2,
4. Installing the client software (centralized
method)
See page 1-5.
“Configuring the Components.” See page 1-7.
Step 1: Installing the server software
Follow these steps to install the server software:
1. Log on with administrator privileges to the targeted server.
2. Insert the Reserver for Lotus Notes CD.
3. Use Windows Explorer to locate the Setup.exe located in the Reserver for Lotus Notes CD. Double-click on Setup.exe.
4. Click the Next button on the Welcome window to launch the install. The installation prompts you to enter your name and co mpany. Then click the Next button to continue the install.
5. When Install Shield prompts for the target installation directory, accept the default directory of c:\install location or enter a new target location. Click Next.
1-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
6. Complete the required information to finish the installation process. The installation process notifies you when the setup is complete. Click Finish.
7. If you are using the centralized method for client installation, right-click on the install location and select “Sharing” to make th e t arget dire ctory shared. Fo r a description of client installation methods, see page 1-7.
See the next section, “Configuring Domino template and database files.”
Step 2: Configuring Domino template and database files
In order to install Reserver for Lotus Notes you must have administrator access to the Lotus Notes Domino mail server.
1. Click Start - Programs - Applications - Domino server to open the command window.
Note: Before you can copy or modify files on the Domino server, you must first stop the
server.
Follow these steps to stop the Domino mail server:
2. If the Domino mail server is running, enter one of the following commands in the server’s command window to stop the server (without restarting).
Table 1-1: Domino mail server commands
To Enter
Stop the Domino mail server and
E, Q, EXIT, or QUIT
close the command window Stop the Domino mail router and
TELL ROUTER QUIT
leave the command window open Restart the Domino mail server RESTART SERVER or LOAD ROUTER
3. Use this procedure to copy the Reserver for Lotus Notes files
Note: If you want to distribute the Reserver for Lotus Notes client files, copy the
ConfRsrvAdm.nsf file, also. This file is called the Client Distribution Manager and is used to distribute client setup files (through email) on Lotus Notes. See , “Distributing Client Files.”
4. Follow these steps to edit the MLKSched.ini file:
a. Reserver is installed by default in the ‘Program Files’ directory. b. In the [Path] section, set the path to:
MLKGWOLKPath=\\servername\program files
Installation 1-5
where servername is the name of the server where Reserver for Lotus Notes
resides.
Tip: Make sure that you edit the all the necessary values in this file. For
detailed information on configuring the MLKSched.ini file, see “Configuring the MLKSched.ini file” in Chapter 2, “Configuring the Components” on page 2-3.
3. Start the Domino mail server. For more information about commands, se e Table 1-1, “Domino mail server
commands,” on page 1-5.
4. See the next section “Converting the NTF files” to run the load convert -l command.
Converting the NTF files
As a Lotus Notes administrator , you can select specific names or department s to gradually update your company’s mail database with the Reserver for Lotus Notes template. Use the load convert command to substitute th e standard Lotus Notes NTF file on the Domino server with the Reserver for Lotus Notes NTF (ConfRsrvMail50.ntf or Co nfRsrvMail6 0.nt f).
Note: ConfRsrvMail50.ntf applies to the Lotus Notes 5.0 release. ConfRsrvMail60.ntf
applies to Lotus Note 6.0.1, 6.1.65.
Follow these steps:
1. To save time, upgrade one section of the company mail list at a time or create a text file of the mail files you want to convert.
Tip: Be prepared to wait several minute s or more depend ing on the database size.
2. If you want to create a text file, enter this command in the server command window:
load convert -F c:\temp\maillist.txt
When you run this command, you create a text file, maillist.txt, located in the server’s C:\temp folder. The text file might look similar to the following:
mail\bbrooks mail\jsmith mail\wfish
Note: The entries do not require file extensions.
3. Open the maillist.txt using any text editor.
4. Press
ENTER at the end of the maillist.txt file if you are adding a new name or ID.
1-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Note: You must press ENTER (carriage return) at the end of the maillist.txt file before
you run the load convert -f command to update the individual’s standard mail template to the new template.
To convert the templates remotely, use the Lotus Domino Administrator client software. For more information on using the conversion utility, see “Upgrading Users’ mail files” in the Lotus Domino Administrator’s help file.
5. See the next section, “Converting the standard client NTF files” to run the load convert
-f command.
Converting the standard client NTF files
To update client-based mail files (NTF) from a text file with the Reserver for Lotus Notes NTF, enter the following command in the server command window:
load convert -f c:\temp\maillist.txt std* ConfRsrvMail50.ntf/ ConfRsrvMail60.ntf
where
“f” specifies the mail files that are converted. “std” filters the list so that only files with template names beginning with std are
updated.
Tip: If you use the “f” parameter, Spectel recommends that you stop the Domino
mail server from delivering mail while the conversion is taking place. When the conversion ends, you can restart the server. To find out how to start or stop the Domino server, see Table 1-1, “Domino mail server commands,” on page 1-5.
Step 3: Configuring the MLKSched.ini file
See page 2-3 in Chapter 2, “Configuring the Components.
Step 4: Installing the client software (centralized method)
The client installation consists of registering the necessary custom control (OCX) files on each client machine to set up the Reserver for Lotus Notes environment.
Note: You must have administrator privileges to complete this task. Follow these steps:
1. Log on to a client machine.
2. Use Windows Explorer to locate the Progr a m File s dir ec tor y.
Installation 1-7
3. Open the directory and double-click on ClientSetup.exe.
4. Click OK when the “Successful registration of the OCX” message box appears.
5. When prompted to restart, click OK.
6. Close all programs and restart the machine for the changes to take effect.
Note: For information on installing the client software using the distributed method
distributing client files by E-mail to recipients who can install the files themselves—see “Distributing Client Files” on page A-1.”
Viewing the Reserver Program Files directory
The following table lists the files installed in the Reserver for Lotus Notes installation directory.
Table 1-2: The Reserver Program files directory
File Icon Description
_deisreg.isr ISR File
_isreg32.dll Application Extension
ClientSetup.exe Application
ConfRsrvAdm.nsf NSF File
ConfRsrvMail50.ntf NTF File
ConfRsrvLocales.nsf NSF File
DelsL1.isu ISU file
Gwoh.chm Online Help System
IsStub32.exe Application
1-8 Reserver for Lotus Notes 1.2 Installation and Administration Guide
File Icon Description (Continued)
IsUn32Ex.exe Application
MLKSched.ini Configuration Settings
MLKScheduleCtl.ocx OCX File
SptlMlkWebCtl.ocx OCX File
Uninstall_Client.exe Application
ConfRsrvMail60.ntf Application
Uninstalling
Uninstalling Reserver for Lotus Notes is a three-part process that you should carry out in the following order:
1. Uninstalling the client software
2. Uninstalling the server software
3. Restoring the standard Lotus Notes NTF files
Note: You must have administrator privileges to complete this task.
Uninstalling the client software
To uninstall Reserver for Lotus Notes from a client machine, you unregister the OCX. To unregister the Reserver for Lotus Notes OCX:
1. Use Windows Explorer to locate the Progr a m File s dir ec tor y.
2. Open the directory and double-click on Uninstall_Client.exe.
3. Click OK when the “Successful unregistration of the OCX” message box appears.
4. Reboot the client machine.
See the next section, “Uninstalling the server software.”
Installation 1-9
Uninstalling the server software
Use this procedure to uninstall Reserver for Lotus Notes from a server machine:
1. Log on with administrator privileges to the server where Reserver for Lotus Notes is installed.
2. In the Lotus Domino server’s command window , enter
E or Q to shut down the Domino
server.
3. Choose Start - Settings - Control Panel and double-click on Add/Remove Programs.
4. Select the Reserver for Lotus Notes program and click Remove.
5. Click the Yes to all button when the Remove Shared Files window displays.
6. Click Yes and then Close in the Add/Remove Programs dialog box.
7. Use Windows Explorer to locate the following: – Program Files directory. Make sure this directory does not exist. It was deleted
during the uninstall process.
ConfRsrvMail50.ntf/ ConfRsrvMail60.ntf and ConfRsrvAdm.nsf files located in the
\Lotus\Domino\Data folder. Manually delete these files.
8. Reboot the server machine.
See the next section, “Restoring the standard Lotus Notes NTF files.”
Restoring the standard Lotus Notes NTF files
Follow these steps to restore the stand ard Lotus Notes NTF files:
1. In the Domino server’s command window, enter
TELL ROUTER QUIT to stop the Domino
mail router. For commands, see Table 1-1:, “Domino mail server commands”, on page 1-5.
2. Enter the following command in the server command window:
load convert -f c:\temp\maillist.txt conf* mail50.ntf/ mail60.ntf
Note: If the client’s mail dat abase does not include a te mplate name in the database
properties, then use this command:
load convert -f c:\temp\maillist.txt * mail50.ntf/ mail60.ntf
3. In the server’s command window , enter LOAD ROUTER to restart the Domino mail router.
1-10 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Chapter 2
Configuring the Components
This chapter describes the following procedures necessary for configuring Reserver for Lotus Notes:
Overview of components
Defining bridge parameters
Configuring the MLKSched.ini file
Configuring the Components 2-1
Overview of components
Reserver for Lotus Notes uses customized forms built from a standard set of Lotus Notes templates and forms. The Reserver for Lotus Notes Administrator first sets up the Reserver for Lotus Notes environment and then installs or distributes the supporting files on individual client machines.
The following table lists the steps necessary for configuring Reserver for Lotus Notes.
To Where to find information
1. Set up the bridge(s)
2. Configure the Domino server files
3. Customize Reserver for Lotus Notes
4. Distribute Lotus Notes files
See the next section, “Defining bridge parameters.”
For more information, see “Configuring Domino template and database files” in Chapter 1, “Installation” on page 1-5.
See “Configuring the MLKSched.ini file” on page 2-3.
There are two methods of installing client files:
Centralized—(Recommended) After installing the server software on the Domino mail server, each individual registers the OCXs by accessing the client setup executable from a shared Program Files directory. For instructions, see “Installing the client software (centralized method)” on page 1-7 in Chapter 1, “Insta llation.”
Distributed—After installing the server software on the Domino mail server, the custom Lotus Notes files are E­mailed to recipients who can insta ll the files themselves. For more information, see “Distributing Client Files” on page -1.”
2-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Defining bridge parameters
Use the following procedure to define bridge parameters:
1. Enable the Scheduler on each availa b le br idg e.
2. Create a Scheduler Sign-in for Reserver for Lotus Notes on each CRS. Make sure that you enter an identical SignInName and SignInPassword in the
MLKSched.ini file. See “Configuring the MLKSched.ini file” later in this chapter.
Tip: The SignInName and SignInPassword are case sensitive .
For more information on sign-ins, see the Spectel 700 3.3 Administration and Maintenance Guide.
Configuring the MLKSched.ini file
Reserver for Lotus Notes can communicate:
indirectly with Avaya ACS 500/1100 or Spectel 700/780 bridge via a CRS.
Reserver for Lotus Notes requires that you configure certain areas in the MLKSched.ini file. The configuration will depend on your bridge configuration.
Follow these steps to edit the MLKSched.ini file in the Install directory:
1. Use any text editor to open the MLKSched.ini file.
2. Modify the definitions as described in Table 2-1. Table 2-1: The MLKSched.ini file
Section Name Description
Path In the [PATH] section, replace the ServerName with the name of
the machine where Reserver for Lotus Notes resides.
Configuring the Components 2-3
Section Name Description (Continued)
Signin account In the [SIGNINACCOUNT] section, enter a SingInName and
Password which are to be used to log on to the Client Registration System (CRS) for each bridge listed under the BRIDGENAMES section. The SignInName is case sensitive and must be spelled exactly the same as the name on the CRS. For example:
SignInName = mlkgwolk Password = mlkgwolk
Note: Use the Client Registration Server front end System
Administrator screen to create user login on the CRS which matches the signin account created for Reserver for Lotus Notes. You must have operator privileges to perform this function.
Bridge names In the [BRIDGENAMES] section, assign each bridge that Reserver
for Lotus Notes will connect to using the following parameters: <name>=<IPAddress>,<Active(1/0)>,<Port Num>,<TZ
Name>,<Type>,<System 1>,<System 2>) name : String containing the bridge name, maximum of 8
characters. TZ Name : String for the bridge timezone. See the appendix
guide for a list of supported values. Port Num : Can be any number, the default is 20001. Type : Must be set to S70/700. System 1 : System setting, must be set to 1 System 2 : System setting, must be set to 0 Bridge1=127.0.0.1,1,20001,Eastern Standard Time,S70/700,1,0
Note: Spectel recommends that you use port number 20001 to
remain consistent with Internet addressin g standards.V alid port numbers range from 1024 to 65535 . The port n umber that you use must be specified in the bridge etc/services file.
2-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Section Name Description (Continued)
Bridge Phone Numbers
Create a separate section for each bridge, in order to set up ph one numbers. The section name must be the bridge name, for example:
Bridge Name= Bridge 1 Section Name= Bridge 1. The format of the lines in the phone number section is <label>,
<phone number>. Once all the labels and phone number combinations have been set up for a specific bridge the section must be ended by “[end]”.
Custom fields In the [CUSTOMFIELDS] section, you can configure one required
field, "Custom2". The Custom2 field specifies how the booking will be referenced in the CRS, there are 3 methods:
Contact Name (this is referred to as client name in the CRS). Account Number (the client's account number in the CRS). Email Address (the client's email address in the CRS). Custom2=<Optional/Required/Not Used 1/2/3)>,<Label>,<Type A/
N>,<size> Optional 1: Will be displayed on the screen, field can be left blank Required 2: Will be displayed on the screen, field can not be left
blank Not Used 3: Will not be displayed on the screen Label : Field will be displayed using this label Type A: AlphaNumeric Field Type N: Numeric Field, We may check for the validity Size : Number of characters this custom field can contain, if
not used set this to 3 Use one of the following entries to choose your method of
referencing the booking within the CRS: custom2=2,Account Number,N,20 custom2=2,Contact Name,A,20 custom2=2,Email Address,A,50
Note: The Custom1 and Custom3 fields are reserved for system
use.
Configuring the Components 2-5
Section Name Description (Continued)
URL Note: This section does not apply to Reserver for Lotus Notes. ConfDays Define the number of days that can be scheduled from the start
date to the end date. The default is 0. For example: ConfDays=20 Note: The maximum range is 365 days. For example:
ConfDays = 0, to schedule all one-time confer­ences
ConfDays = 1:365, to schedule both one-time and series conferences up to one year.
ConfThreshold This setting will send a warning to the user if they are trying to
complete scheduling and changing of a series that is greater than the ConfDays parameter.
0= no warning is displayed. 1-365= a warning is displayed to the user if they attempt to
schedule/ change a series of bookings that are equal to, or g reater than, this setting.
Note: Do not set this setting higher than the ConfDays setting.
MaxConfLines Enter a maximum number of lines allowed per conference.
example: MaxConfLines=0
No limit = 0 If you want to impose a limit replace zero with
any number.
E-mail notification
The user can enter a limited number of lines in the E-mail notification text. Each line is limited to 255 characters (this is a windows limitation on the buffer size. The EmailText section must be prefixed by {EMAILTEXTSTART] and ended by [EMAILTEXTEN D] Fo r ex am p le:
EmailText = [EMAILTEXTSTART] “You have been invited to attend a conference call. Please accept or reject. Details are listed below.”[EMAILTEXTEND]
For
2-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Section Name Description (Continued)
Security codes If security code auto-generation is enabled on all the bridges, set
this field to 1 (On) otherwise, set to 0 (Off). The default is 0. For example:
AutoGenerateSC = 0
Data conference
In this Release of Reserver for Lotus notes, the value given for SpectelURL is used to integrate with DataXchange. The following tokens can be included in the URL and are substituted with the relevant data:
[ConfRef] Data Conference Reference Number specified in On Demand preferences.
[ConfPIN] Data Conference PIN specified in On Demand Preferences.
[Name] Notes user name. For example: SpectelURL:”http://dataconf.spectel.com/servlet/
DCL.MeetingServer.Admin.DCMSAdminTemplate=spauthandjoin &Audio=ON&Language=en&BrandPrefix=SPECTEL&ConfRef=[C onfRef]&Pin=[ConfPIN]&Name=[Name]”
Configuring the Components 2-7
Section Name Description (Continued)
Advanced 700 options
The [ADVANCED700OPTIONS] section allows administrators to display or hide advanced options on the Conference Call tab. It is also possible for the administrator to set a default value for an advanced option. For example:
0 = off - do not display 1 = on - display (default)
Advanced fields available based on your bridge configuration. S70/700/780-specific fields
ConfirmBeforeSend = Confirm Email Text,1,1,*, DataConference = Data Conference,1,2,*1, AutoExtendPorts = Additional Participants,1,3,*1, AutoExtendDuration = Auto Extend Confer­ence,1,4,*1, BillingCodePrompt = Billing Code Prompt,1,5,*1, NotifyEntry = Notify Entry,1,6,*System, NotifyExit = Notify Exit,1,7,*System, GlobalConference = Global Conference,1,8,*1, SecurityCodeDuration = Security Code Dura­tion,1,9,*100, SaveOptions = Save Options as Default,1,10,*1, NameRecPlayback = Name Record/Play­back,1,11,*Individual, PinMode = Pin Mode,1,12,*Conference, PinList= Pin List,1,13,*123456, Music = Music,1,14,*M2, Security = Security,1,15,*1, Hangup = Hangup,1,16,*1, ModBlockedDialout = Moderator Blocked Dia­lout,1,17,*1, PromptSet = Prompt Set,1,18,*Prompt2,
2-8 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Section Name Description (Continued)
700 Prompt Set
This section holds the names of the 20 prompt sets for the 700 bridge. Entries take the following format: FieldName=<Identifier (integer value)>,<Prompt Set Name>, Prompt sets not in use should have have a prompt set name preceded by an Asterix, e.g. PromptSet02 = 2,*Set2,
Prompt set 00 is always "0,English," and should not be changed.
Do not edit PromptSet00 = 0,English, PromptSet01 = 1,Set1, PromptSet02 = 2,*Set2, PromptSet03 = 3,*Set3, PromptSet04 = 4,*Set4, PromptSet05 = 5,*Set5, PromptSet06 = 6,*Set6, PromptSet07 = 7,Set7, PromptSet08 = 8,*Set8, PromptSet09 = 9,*Set9, PromptSet10 = 10,*Set10, PromptSet11 = 11,*Set11, PromptSet12 = 12,*Set12, PromptSet13 = 13,*Set13, PromptSet14 = 14,*Set14, PromptSet15 = 15,*Set15, PromptSet16 = 16,*Set16, PromptSet17 = 17,*Set17, PromptSet18 = 18,*Set18, PromptSet19 = 19,*Set19, PromptSet20 = 20,*Set20,
Configuring the Components 2-9
Section Name Description (Continued)
OLE Environment
The [OLENVIRONMENT] section does not apply to Reserver for
Lotus Notes. Scheduler This section does not apply to Reserver for Lotus Notes 1.2. Tooltips This section does not apply to Reserver for Lotus Notes 1.2. Standard
This section does not apply to Reserver for Lotus Notes. Options
LOGGING System Parameter. OLKADDIN System Parameter.
3. Save and close the file.
2-10 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Chapter 3
Creating and Modifying a Conference Call
This chapter includes instructions for using Reserver for Lotus Notes. Topics include:
Setting up and scheduling a Conference Call
Selecting the basic requirements
Selecting a repeating conference
Creating a Conference Call
Using Calendar options
Modifying Conference Calls
Modifying Conference Calls
Modifying a series of Conference Calls
Modifying a Conference Call in Progress
Deleting a scheduled Conference Call
Deleting series Conference Calls
Configuring an On Demand conference account.
Creating and Modifying a Conference Call 3-1
Setting up and scheduling a Conference Call
Reserver for Lotus Notes enables you to set up meetings and schedule Conference Calls within your Lotus Notes E-mail and Calendar applications. You can schedule a Conference Call using the following tabs:
Click this tab Where to find information
Basics See the next section, “Selecting the basic
requirements” on page 3-2.
Meeting Invitations & Reservations
Conference Call See “Creating a Conference Call” on page 3-7. Options See “Using Calendar options” on page 3-13.
See “Selecting a repeating conference” on page 3-
4.
(Optional)
Selecting the basic requirements
Follow these steps to include the basic requirements for a Conference Call meeting:
1. Click on the Calendar icon .
2. In Calendar, click on the Schedule a Meeting action button, or double click on the desired time..
3. Enter text for the subject of the meeting.
3-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
4. Click on to select the start and end dates for the meeting from the date box.
5. Click on to select the start and end times for the meeting from the time box.
6. Select the Conference Call option.
When selected, Conference Call appears in th e Location box and the Conferen ce Call tab is populated.
7. Select Repeats, if you want to schedule a recurring conference. For more information, see “Modifying Conference Calls” page 3-13.
Adding date entries
You can use the date box to specify a date (or enter the date manually in the date field). Follow these steps to select a date using the date box:
1. Click the date box to the right of the date field .
2. Click one the arrows in the top right-hand corner of the date selection box to move backward or forward one month at a time.
3. Click on a date.
Adding time entries
Y o u can use the time box to specify the meeting duratio n (or enter the time manually in the time field).
Use this procedure to select a time using the time box:
1. Click the time box to the right of the time field .
2. Click the arrow in the top or bottom right-hand corner of the time selection box to move backward or forward one ho u r.
3. Drag the clock to the time you want or click the time you want.
4. Click the check mark in the bottom left-hand corner of the box.
Creating and Modifying a Conference Call 3-3
Selecting a repeating conference
When you choose Repeats, the Settings button app ears and Lotus Notes displays the Repeat Options dialog box.
To view the Repeat Options dialog box, click Settings. Please note the following caveats:
Option Application
Multiple yearlong repeating conferences
The audioconferencing bridges do not support multiple yearlong conferences. For example, you cannot schedule a repeating conference that spans three ye ars, every other year, and so on.
24-hour conferences Lotus Notes does not support scheduling that extends
beyond twelve o’clock AM (Midnight).
For more information on repeat options, see your Lotus Notes online help.
3-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Sending an invitation
Follow these steps to create an invitation:
1. From the Calendar, click Scheduling a Meeting. The Meeting window is displayed
2. Choose one of these methods to add the names you want to include in the E-mail from the Invitees section:
Enter names manually in the Invite box. Click next to the Invite box, select names from an address book in the Look In
list, and click OK.
3. Click , in the ‘Where’ area, to view the Rooms dialog box.
4. Select a meeting room and click OK.
Creating and Modifying a Conference Call 3-5
For more information on setting up invitations and reservations, see your Lotus Notes help.
3-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Creating a Conference Call
Follow these steps to set up your Conference Call:
1. From the Calendar, select Schedule a Meeting.
2. Select Conference Call from the ‘Where’ area.
3. Select Conference. The conference details are displayed.
Tip: The participant numbe r is based on the numbe r of invitees plus the scheduler.
(You must have a minimum of 2 participants to schedule a conference.)
Note: If you must update the participant count after you sent the reservation, do not
click Refresh. Instead, modify the participant count fro m the Conf er en ce Call section and send out a new E-mail to the additional invitees.
4. For Bridge Selection, enter a bridge name or select a bridge fr om the Bridge Selection drop down menu.
5. Enter a participant code (up to 16 characters).
Tip: The “Optional” text appears next to the participant code box if the automatic
security codes option is enabled on the bridge.
Note: If you leave the Moderator or Participant passcode fields blank and the
connecting bridge has automatic generation of security codes selected, the bridge generates the codes and populates these fields after you click Send.
6. Select from the following optional features:
Option To
Include moderator-specific features (Music, Hangup, and Security).
For more information on these advanced features, see Table 3-1 on page 3-9.
Add a moderator passcod e (up to 16 characters).
Tip: The “Optional” text appears next to the
moderator code box if the automatic security codes option is enabled on the bridge.
Creating and Modifying a Conference Call 3-7
Option To(Continued)
Launch online help.
Advanced Features
Select advanced features (Security, Hangup, PIN Mode, Notify Entry, Notify Exit, Music, and so on). See “Adding advanced features” on page 3-9.
7. If you want to include bridge-specific options, such as entry and exit tones, music, or security, see the next section, “Adding advanced features.” If not, go to Step 8.
8. Click to schedule the Conference Call and send the invitation.
Note: Once the conference is scheduled, you can not modify the Participant Code,
Moderator Pass Code, or Bridge Selection fields.
3-8 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Adding advanced features
The Advanced tab lets you schedule one or more conferences with bridge-specific options, such as entry and exit tones, music, security, and so on.
Follow these steps to add advanced Conference Call features:
1. Click the arrow next to Advanced Features to expand the dialog box.
2. Choose one or more of the features listed in Table 3-1.
Table 3-1: Advanced Features.
Advanced Features
Data Select to reserve a data conference. For more informatio n on
data conferences see the Data XChange user guide. Note: Data XChange is not a standard feature. Contact your
account manager for more information.
Security If you selected Use Moderator, click Security to prevent
outsiders from listening to or joining the conference. Co nference moderators hear a tone or voice message to indicate that the conference is secured or unsecured.
Hangup If you selected Use Moderator, choose one of the following
options:
Off (Default)
On To disconnect all lines when the moderator hangs up. If the conference has more than one moderator, this option disconnects all lines when the last moderator hangs up.
Auto Extend Ports
Select this tick box to enable the auto extend ports functionality. Auto extend ports makes more conference reso urce s available , if more participants join the conference than initially reserved.
Creating and Modifying a Conference Call 3-9
Advanced Features(Continued)
Auto Extend Duration
Billing Code Prompt
Moderator blocked dial out
Global Conference
Select this tick box to enable the auto extend duration functionality. Auto extend duration, if necessary, automatically extends the conference past the reserved time.
Select the tick box to enable the billing code prompt functionality. Tracks billing codes for unattended and on­demand conferences. The system prompts the moderator to enter a billing code upon entering the conference.
Select the tick box to enable the moderator blocked dial out functionality . Th is enables the user to disable the Moderator dial out feature at company, client, and conference level. The setting at conference level overrides the company and client settings. Similarly, the client setting overrides the company setting.
Select the tick box to book a global conference. Global conferences are demand or scheduled, unattended conferences that exist on multiple systems. End users book global conferences locally on a CRS, which ass ign s a Glo ba l Conference ID. If several active conferences share the same Global Conference ID, MultiSite links them together using specific moderator VLL lines called AutoVLLs, which do not transmit DTMF signals.
Note: MultiSite is not a standard feature. Contact your
account manager for more information.
PIN Mode Select one of the following options:
Off (Default)
•System
Conference
If you use a PIN mode, participants must enter a PIN code (in addition to the security code) to join the conference. Maximum PIN code length is 16 characters. You can use PIN codes only on systems that have the PIN code option installed.
3-10 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Advanced Features(Continued)
Notify Entry and Notify Exit
Select one or more of the following options:
Notify Entry to include entry tones or voice messages
Notify Exit to include exit tones or voice messages
If supported by the connecting bridge, you can choose one of the following Notify Entry and Notify Exit options:
Off Omits tones or voice messages.
System Uses the pre-configured default setting.
Tone Sounds a tone.
Message Plays a voice message.
Tone & Message Sounds a tone and plays a message.
Music If you selected Use Moderator, select Music to play music until a
moderator joins the conference. If supported and available on the connecting bridge, you can
choose one of the following music channels:
M1 Invitees hear analog or digital music
selections.
M2-M4 Invitees hear only digital music
selections.
Note: If you select a music source that is not available,
Reserver for Lotus Notes replaces your selection with M1.
Name Record/ Playback
Choose one of the following Name Record/Playback options.
Off: To disable Name Record/Playback. (Default)
Individual: To record participants’ names and let any caller
or moderator listen to a roster of participants.
Conference: To include all Individual options plus allow a
moderator to play the roster to the entire conference.
Prompt Set Select, from the drop down list, the language that the prompts
are broadcast into the conference.
Creating and Modifying a Conference Call 3-11
Advanced Features(Continued)
Security Code Duration
Enter a Security Code Duration time to prevent late attendees from joining an in-progress Conference Call. After this time period expires, no one can join the conference.
Enter the length of time, in minutes, after the start time that the invitee and moderator codes remain valid.
Tip: Code duration has a default value of 0, which means
that the code is valid throughout the entire duration of the conference. You can set code duration to any value, in minutes, between 0 and 1440 (1440 = 24 hours) but less than the length of the conference.
Save Options As
Save the selected options as the default settings.
Default
3. If you want to include Lotus Notes Calendar options before sending the invitation, see the next section, “Using Calendar options.” If not, go to St ep 4.
4. Click to schedule the Conference Call and send the invitation.
3-12 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Using Calendar options
Follow these steps to include Calendar or To Do options:
1. From the Calendar Entry window, click on the Options tab.
2. Select one or more of the following Calendar options.
For more information on Calendar and To Do options, see your Lotus Notes online help.
Modifying Conference Calls
Reserver for Lotus Notes enables you to modify meetings or Confer ence Calls within your Lotus Notes E-mail and Calendar applications. You can modify or delete a Conference Call using the following tabs:
Click this Section To
Meeting Invitations & Reservations
Conference Call Modify the number of participants, Custom1,
Options See “Using Calendar options” on page 3-13.
Enter new invitations or reservations. See “Selecting a repeating conference” on page 3-4.
Custom2, and Custom3 fields, and the Advanced Features supported by the bridge. See “Creating a Conference Call” on page 3-7.
(Optional)
Modifying a one-time Conference Call
Use this procedure to modify a one-time Conference Call:
1. In Calendar, double-click to open the conference you want to modify.
2. Modify the desired fields.
3. Click Save & Send. The information is updated in the Calendar and on the bridge
Modifying a series of Conference Calls
Use this procedure to modify a single conference in a series or the entire series:
Creating and Modifying a Conference Call 3-13
1. In Calendar, double-click to open the conference you want to modify.
2. Modify the desired fields.
3. Click Save & Send Invitations. The Reschedule All Conferences dialog displays.
4. Click Yes to reschedule all conference dates. Click No to reschedule the current conference date. Click ‘Cancel’ to cancel the modification. After you make your selection, the Change Repeating Entry dialog displays.
5. Choose one of the options described in Table 3-2, and click OK.
Table 3-2: Change Repeating dialog box - modify options
Option To
Just this instance Modify a single conference in the series. All instances Modify the series. This instance and all
previous instances This instance and all
future instances
Modify the current Conference Call and all previous Conference Calls in the series.
Modify the current Conference Call and all future Conference Calls in the series.
Note: Match the selection in the Change Repeating Entry dialog to the selection in the
Reschedule All Conferences dialog (step 4). Corr es po nd in g en tr ies in th es e dialog boxes ensures that the scheduling changes on the bridge match the Lotus Notes calender entries.
3-14 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Modifying a conference in progress
If you are a conference organizer, you can extend only the end time and maximum lines options while a conference call is in progress. Use this procedure to modify a conference in a progress:
1. In Calendar, double-click to open the conference in progress you want to modify.
2. Select the Conference Call section. Notice that the section displays only the fields which Reserver for Lotus Notes allows you to modify.
3. Modify one or more the following:
Option Description
New Number of Participants Enter a value for the tot al number of conference
participants. Once the conference begins, you can not set the Number of Participants to a number lower than the current participant count.
New End Time S pecify an amount of time, in minutes to extend the
"in progress" conference end time. The New End Time must be at least one minute in the future.
New Security Code Duration Enter the amount of time, in minutes, that the
system will accept a security code for participants entering the conference. The time begins at the conference start time, not the modification time.
4. Click . Submitted changes affect only the currently running conference.
Note: To modify the original reservation, see “Modifying Conference Calls” on page 3-
13.
Deleting a scheduled Conference Call
Follow these steps to delete a one-time Conference Call:
1. In Calendar, right-click on the conference you want to delete.
Creating and Modifying a Conference Call 3-15
2. Select Clear to remove the conference. The Delete Conference Call dialog box displays.
3. Click Yes in the Delete Conference Call dialog box.
4. Click Yes in the Delete from Calendar dialog box.
The Conference Call is deleted from the Calendar and the bridge. Note: You can alternately use this method to delete conference calls along with the
associated calendar entries:
1. Select Owner Actions—Cancel. The Cancel Options dialog displays.
3-16 Reserver for Lotus Notes 1.2 Installation and Administration Guide
2. In the Cancel options dialog box, select one of the following options, and click OK.
Option To
Delete calendar entry and all
Remove all conference-related information.
responses Include additional comments on
notice
Add an explanation why the conference is cancelled.
The Conference Call is deleted from the Calendar and the bridge.
Deleting series Conference Calls
To delete a single conference in a series or the entire series:
1. In Calendar, right-click on a single instance of the series conference you want to delete.
2. Select Clear to remove the conference. The Delete All Conferences dialog displays.
3. Choose Yes to delete the entire series (or No to delete a single conference in the series). The Delete from calendar dialog displays.
Creating and Modifying a Conference Call 3-17
4. Click Yes in the Delete from Calendar dialog box. The Change Repeating Entry dialog displays.
5. Choose one of the options described in Table and click OK.
3-18 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Change Repeating Entry dialog box series conference - delete options
Option To
Just this instance Delete a single conference in the series. All instances Delete the series. This instance and all
previous instances This instance and all
future instances
Delete the current Conference Call and all previous Conference Calls in the series.
Delete the current Conference Call and all future Conference Calls in the series.
The Cancel options dialog displays.
Option To
Delete calendar entry and all responses
Include additional comments on notice
6. In the Cancel options dialog box, select one of the options, and click OK The single conference or series is deleted from the Calendar and the brid ge.
Creating and Modifying a Conference Call 3-19
Remove all conference-related information.
Add an explanation why the conference is deleted.
Using an On Demand Conference Account
On Demand conferences provide users with the ability to create reservation-less conferences. A meeting request is automatically populated when the specifications are set. This functionality is available through the standard Lotus Notes interface.
Setting On Demand Conference Details
Setting On Demand conference details enables the user to set the welcome messa ge, conference access telephone number, conference access security codes, greeting text, personal signature, and any DTMF commands.
DTMF commands are used during the conference for a variety of functions. For example, request operator assistance, mute own line etc.
Configuring conference access details
1. Select the Calendar option in Lotus Notes. The Calendar screen is displayed.
2. Select OnDemand from the Tools menu. The OnDemand preferences dialog is displayed.
3. Enter the moderator’s audio conference access security code in the Moderator Security Code field.
Moderators are prompted for this number when they dial into the bridge.
4. Enter the participant’s audio conference access security code in the Conference Security Code field.
3-20 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Participants are prompted for this number when they dial into the bridge.
5. Enter the data conference reference number in the Conference Ref field.
6. Enter the data conference access security code in the Conference Code field.
7. Enter the conference dial-in number in the Dial In Information field.
8. If necessary complete the steps in “Configuring the invitation details” on page 3-21, otherwise click OK.
The conference access details are configured.
Configuring the invitation details
Configuring the invitation details enables the user to enter text that appears in the invitation e-mail. The invitation e-mail is sent to all participants and contains conference access details. For more information, see “Configuring conference access details” on page 3-20.
Note: It is not necessary to include all the invitation options.
1. Select the Calendar option in Lotus Notes. The Calendar screen is displayed.
2. Select OnDemand from the Tools menu. The OnDemand preferences dialog is displayed.
3. Click Invitations. The Invitations section is displayed.
4. Select the Use Greeting Text tick box.
5. Enter the greeting text as necessary.
6. Select the Include Personal Signature tick box.
7. Enter your personal signature.
8. Select the Include DTMF Command text tick box.
9. Enter the relevant DTMF commands.
10. Click OK. The invitation details are included.
Creating an On Demand Conference
Note: It is necessary to complete the steps in “Configuring conference access details”
on page 3-20 before attempting to create an On Demand conference.
1. Select the Calendar option in Lotus Note. The Calendar screen is displayed.
Creating and Modifying a Conference Call 3-21
2. Double click the date that you want to create the On Demand conference. The Meeting- Basics screen is displayed.
3. Select the Conference Call tick box.
4. Select the Use an On Demand Conference Account tick box.
5. Complete the steps in “Selecting a repeating conference” on page 3-4 if necessary.
6. Click Save and Send invitations. The invitations are sent and the conference details are displaye d in th e de scr ipt ion
section.
Data Conference Support
Data Conference support works as follows:
1. User clicks on “conference call” and does NOT click on “data” in advanced features. This schedules a standard conference call via the CRS.
2. User clicks on “conference call” and “data” in advanced features. This schedules a standard conference call via the CRS and inclued da ta confer en ce inform a tio n in the meeting invitation (taken from the user’s on demand preferences).
3. User clicks on “conference call” and “on demand” and does NOT click on “data” in advanced features. This does no scheduling on the CRS. It sends the meeting invitation containin g audio conference information (taken from the user’s on demand preferences).
4. User clicks on “conference call”, “on demand” and “data” in advanced featu res. This does no scheduling on the CRS. It sends the meeting invitation containing audio and data conference information (taken from the user’s on demand preferences).
3-22 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Appendix A
Distributing Client Files
This appendix includes the following topics:
•Overview
Using the Client Distribution Manager
Editing the Administration Execution Control List (ECL)
Distributing mail messages
Installing the client files
Uninstalling the client files
A-1
Overview
Spec tel provides a custom distribution form called Client Distribution Manager, which assists you in distributing Reserver for Lotus Notes client files by E-mail. Specifically, you can complete the following tasks:
Update the installation directory to Program Files
Update the MLKSched.ini on client machines
Edit the Administration Execution Control List (ECL)
Select names for E-mail distribution
Include an instructional message (Optional)
Register the Reserver for Lotus Notes client custom control (OCX) files
E-mail recipients read the instructions and detach the required files to their local machines.
The following graphic shows an overview of the distribution process:
Domino Mail Server
Client Distribution Manager (ConfRsrvAdm.nsf)
Install directory
Message text
MLKSched.ini
client machine client machineclient machine client machine
Items for E-mail
distribution
A-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Using the Client Distribution Manager
In order to use the Client Distribution Manager , you must have administr ator access to the Lotus Notes Domino mail server.
Tip: Before you begin this task, make sure that you have edited the MLKSchedule.ini
file as described in Chapter 2, “Configuring the Components.”
Use this procedure to set up the Reserver for Lotus Notes client files:
1. From Lotus Notes, choose File - Database - Open.
2. Under Server, select <your server name>.
Server name
ConfRsrvAdm.nsf
A-3
3. Under Database, select Reserver for Notes Client Distribution Manager (ConfRsrvAdm.nsf) and click Open.
4. Follow these steps in the Reserver Configuration File window, as shown: a. Click current directory to edit the MLKSched.ini or change the current
directory.
A-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Note: Before using Reserver for Lotus Notes, you must edit the MLKSched.ini
file to define the installation path and other important values.
b. Select one of the following scenarios: If you did not edit the MLKSched.ini file previously, follow Steps 1-2 on the
Reserver Configuration file window to detach, edit, and save the file. (To detach the file, right-click on the MLKSched.ini icon and choose Detach. Place the file in a temporary folder. Using any text editor, open, edit, and save the file.) Then go to Step d to re-attach the file.
For detailed information on configuring MLKSche d.ini values, see “Configuring the MLKSched.ini file” in Chapter 2, “Configuring the Components” on page 2-3.
If you edited the MLKSched.ini file during the ins tallation process, click on the
MLKSched.ini icon and press
DELETE to delete the current MLKSched.ini file. Then
go to Step c.
c. Click Yes at the confirmation prompt to delete the MLKSched.ini file. d. Click Attach Configuration File. e. In the Create Attachments dialog box, select the MLKSched.ini file in the <install
directory>:\Program Files directory (or where you detached the file to), and click Create.
This step attaches the revised MLKSched.ini file to your distribution E-mail. f. Click on the current install directory and change it to the directory that the Client
Distribution Manager will use. For example, enter C:\Program Files.
g. Click Save. h. Click Close. (The information on the Reserver Configuration file screen is not
updated).
i. Click Close.
A-5
j. Repeat steps 1, 2, and 3 to update the information presented on the Reserver
Configuration file screen.
k. Click current message to enter an optional message that will be sent along
with the distributed files.
Tip: For example, you can include instructions for detaching the MLKSched.ini
file and setting the required configuration options. If any user previously installed Reserver for Lotus Notes, you can include a reminder to uninstall the Reserver for Lotus Notes folder on their system prior to installing the new files. See “Uninstalling the client files” on page -9.
l. Click Close to close the Reserver Configuration File window.
5. Click Close and then Yes at the prompt to save the changes in the Client Distribution Manager.
Note: You must close and reopen the Client Distribution Manager to update the
information.
6. See the next section, “Editing the Administration Execution Control List (ECL).”
A-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Editing the Administration Execution Control List (ECL)
Follow these steps to edit the Administration Execution Control List (ECL) for the Domino domain:
1. Open the Client Distribution Manager as described in Steps 1-3 on page A-3.
2. In the Client Distribution Manager Main window, choose File - Database - Open ­<your company> Address Book (names.nsf).
3. Click Open.
4. From the Actions menu, choose Edit Administration ECL.
5. Click Add in the Workstation Security: Execution Control List dialog box to create an entry for “Reserver/Spectel Inc”.
Tip: Do not include periods as part of the name or company entry.
6. Select all options under the Allow column of the Workstation Security: Execution Control List dialog box.
7. Click OK to save your changes. For more information on editing the Administration ECL, see “Sending a memo to
users to update their ECLs” in the Lotus Notes Domino Administration help file.
8. See the next section, “Distributing mail messages.”
A-7
Distributing mail messages
Use this procedure to distribute a mail message:
1. In the Client Distribution Manager, click Create and Distribute Mail Message.
2. From the address book, select the names of the people you want to include.
3. Click Send to send the E-mail.
4. Click Close to close the Client Distribution Manager. Each recipient receives a mail message similar to the following example:
5. See the next section, “Installing the client files.”
A-8 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Installing the client files
Use the following procedure to install the Reserver for Lotus Notes files on a client machine:
1. Click Edit ECL Settings to update the ECL information.
2. Click OK in the ECL Settings Updated dialog box.
3. Click Install Reserver to register the OCXs.
4. Click OK in the Initialization of Environment dialog box.
5. Click OK in the Installation Complete and DLL Register Server dialog boxes.
6. Click OK in the Client Setup dialog box to restart the client machine.
Uninstalling the client files
Follow these steps to uninstall the client files and delete the Rsv_LN folder used by the Client Distribution Manager: To uninstall Reserver for Lotus Notes from a client machine, you unregister the OCX.
To unregister the Reserver for Lotus Notes OCX:
1. Use Windows Explorer to locate the C:\Program Files directory through Network Neighborhood.
2. Open the directory and double-click on Uninstall_Client.exe.
3. Click OK when the “Successful unregistration of the OCX” message box appears.
A-9
Appendix B
Setting Time Zones
This appendix includes a list of time zone names.
Time zone names
The following is a list of time zones.
Tip: Make sure that you correctly spell a time zone name before scheduling. A bridge
does not recognize abbreviations or misspellings.
Afghanistan Standard Time
Alaskan Standard Time
Arabian Standard Time
Atlantic Standard Time
AUS Central Standard Time
Azores Standard Time
Bangkok Standard Time
Canada Central Standard Time
Caucasus Standard Time
Central Australia Standard Time
Central Asia Standard Time
Central Europe Standard Time
Central European Standard Time
Central Pacific Standard Time
Central Standard Time
China Standard Time
Dateline Standard Time
E. Africa Standard Time
E. Australia Standard Time
B-1
E. Europe Standard Time
E. South America Standard Time
Eastern Standard Time
Egypt Standard Time
Ekaterinburg Standard Time
Fiji Standard Time
FLE Standard Time
GFT Standard Time
GMT
GMT Standard Time
Hawaiian Standard Time
India Standard Time
Iran Standard Time
Israel Standard Time
Korea Standard Time
Mexico Standard Time
Mid-Atlantic Standard Time
Mountain Standard Time
New Zealand Standard Time
Newfoundland Standard Time
Pacific Standard Time
Romance Standard Time
Russian Standard Time
SA Eastern Standard Time
SA Pacific St andard Time
SA Western S tandard Time
Samoa Standard Time
Saudi Arabia Standard Time
Singapore Standard Time
South Africa Standard Time
Sri Lanka Standard Time
Sydney Standard Time
Taipei Standard Time
Tasmania Standard Time
Tokyo Standard Time
B-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
US Eastern Standard Time
US Mountain Standard Time
Vladivostok Standard Time
W. Australia Standard Time
W. Europe Standard Time
West Asia Standard Time
West Pacific Standard Time
Yakutsk Standard Time
B-3
Appendix C
Error Mapping
This appendix includes a list of Schedular API (SCHAPI) errors and the ReServer for Lotus Note fields which they affect. Error Mapping for Lotus Notes Fields
When working in Reserver for Lotus Notes, you may receive this error message:
Failed to complete requested action due to error in message [Schapi_field] is invalid.
where [Schapi_field] may be any of the entries in the table below. Use the following table to interpret the error as it pertains to the Reserver for Lotus Notes
Conference Call tab.
C-1
Table 1: Error Mapping for Lotus Notes Fields
[Schapi_field]...
[Conference name]
[Conference ID]
[PIN list]
[Username]
[PIN mode]
[Start time]
[End time]
[Code duration]
[Moderator code]
[Conferee code]
[Telephone number]
corresponds to the conference tab field:
Meeting Subject User Specified Custom1 label Pin List User Specified Custom2 label Pin Mode Start Time End Time Security Code Duration Moderator Passcode Participant Passcode User Specified Custom3 label
[Confirmation number]
[Start month]
[Start day]
[Start year]
[End month]
[End day]
[End year]
[Max lines]
[Signin name]
[Name of Rec/Play mode]
Confirmation Number Check Start Date Check Start Date Check Start Date Check End Date Check End Date Check End Date Number of Participants Sign in Name (Refer .ini file) Name Record/Playback
C-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
C-3
Index
A
Administration
Execution Control List (ECL), editing 7
Advanced features
Hangup 9 Music 11 Name Record/Playback 11 Notify Entry 11 Notify Exit 11 PIN mode 10 Save Options As Default 12 Security 9 Security Code Duration 12
Auto-generation
of security codes, setting up in
MLKSched.ini 7
Client
Distribution Manager, using 3 installation instructions 7 uninstalling, procedures for 10
ClientSetup.exe 8
in Rsv_LN 8
Code
duration of security 12 group, enabling 2 participant, entering 7
ConfDays
field 6
Conferences
24-hour, issues with 4 deleting, a conference series 17 deleting, one-time conference 15
B
Bridge
configuring custom fields 5 configuring names for 4 configuring scheduler code group 2
C
Centralized
installing client files from shared
directory 4, 2
Changing
company name 7 WebEx Data Conference URL 7
modifying, series conferences 13 repeating (recurring) 13 year or longer, issues with 4
Configuration
of bridge 2 of bridge names 4 of custom fields 5 of E-mail notification 6 of tooltips, changing definitions 10
ConfRsrvAdm.nsf
distribution manager file 3 in Rsv_LN 8
ConfRsrvMail50.ntf
IX-1
in Rsv_LN 8
notification field 6 Contact information vii Conventions
documentation vi
Corporate headquarter s
contact information vii
Count
participant, refreshing or adding to 7
Custom
fields 5
D
Data Conference
modifying in MLKSched.ini 7
_deisreg.isr
in Rsv_LN 8
Deleting
a one-time conference 15 series conferences 17
DelsL1.isu
n Rsv_LN 8
Distributed
client files, using E-mail 3 installing client files 4, 2
Documentation
conventions vi
E
Enable
Scheduler code group 2
Error
Error Mapping 1
SCHAPI 1
G
Gwoh.chm
in Rsv_LN 8
H
Hangup
moderator option 9
I
IMM
configuring URL for invitees 6
Installation
bridge requirements 3
centralized client files 4, 2
client requirements 3
distributing client files for 4, 2
of client software 7
of server 4
requirements 3
server requirements 3
Introduction
ECL
Administration Execution Control List,
editing 7
E-mail
distributing client files 3
IX-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Reserver for Lotus Notes 2
Invitation
message, configuring 6
Invitees
updating using Refresh button 7
is invalid 1
MLKScheduleCtl.ocx
_isreg32.dll
in Rsv_LN 8
IsStub32.exe
in Rsv_LN 8
IsUn32Ex.exe
in Rsv_LN 9
L
Lotus Notes
converting NTF files 6 converting standard NTF files 7 editing public address book 7 restoring NTF files 10
M
MaxConfLines
setting, in MLKSched.ini file 6
Midnight
conference spanning, issues with 4
MLKSched.ini
changing tooltip definitions 10 configuring bridge names 4 configuring custom fields 5
in Rsv_LN 9
Moderator
hangup option 9
music, description of 11
passcode, adding 7
security option, description of 9
Use Moderator, description of 7
Modify
Conference in progress 15
Modify a one-time Conference Call 13 Modify Conference
a Conference in progress 15
a series Conference Calls 13
one-time Conference Call 13
Reschedule All Conferences 14
Modifying
series conferences 13
Modifying Conference Calls 13
One-time Conference Call 13
Music
moderator option, description of 11
N
configuring E-mail message 6 configuring IMM URL for notification 6 configuring scheduled number of days
6
configuring sign-in accounts 4 in Rsv_LN 9 modifying dataconference fields 7 setting MaxConfLines 6 setting up 7
Name
configuring bridge names 4
Record/Playback, description of option
11
Names.nsf
editing public address book 7
Notification
configuring IMM URL 6
Notify Entry
IX-3
setting up for 11
Primary scheduler 10
Notify Exit
setting up for 11
NTF
converting Lotus Notes files 6 converting standard Lotus Notes files 7 restoring Lotus Notes files 10
O
OLE
OCX control definition 7
On Demand 20
conference access 20 creating a conference 21 invitation details 21 setting conference details 20
One-time
Public address book
names.nsf, editing 7
R
Recurring
conferences, selecting 13
Refresh
button, updating participant count 7
Repeats
setting up recurring conferences 13
Reserver for Lotus Notes
overview of 2
Rsv_LN
ClientSetup.exe, icon 8
ConfRsrvAdm.nsf, distribution file 3
ConfRsrvAdm.nsf, icon 8
conferences, limiting to in
MLKSched.ini 6
Optional
moderator passcode 7 participant passcode 7
Overview 2
P
Participant
count, refreshing or adding to 7 passcode, entering 7
Passcode
adding for moderator 7 adding for participant 7
PIN Mode
description of options 10
ConfRsrvMail50.ntf, icon 8
deisreg.isr, icon 8
DelsL1.isu, icon 8
Gwoh.chm, icon 8
isreg32.dll, icon 8
IsStub32.exe, icon 8
IsUn32Ex.exe icon 9
MLKSched.ini, icon 9
MLKScheduleCtl.ocx, icon 9
SptlMlkWebCtl.ocx, icon 9
Uninstall_Client.exe, icon 9
S
Save Options As Default
description of option 12
SCHAPI
IX-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
1
Scheduler User
configuring, in MLKSched.ini 4
changing definitions for 10
U
Scheduling
assigning bridge names, in
MLKSched.ini 4 configuring, primary scheduler 10 defining sign-in accounts, in
MLKSched.ini 4 defining, number of days 6 limiting, number lines per conference 6 setting up security codes 7
Security 7
code duration, description of 12 codes, setting up in MLKSched.ini 7 moderator option 9
Series
conferences, limiting to in
MLKSched.ini 6
Server
Uninstall_Client.exe
in Rsv_LN 9
Uninstalling
client files distributed by E-mail 9 client software 10
URL
configuring for data conferences 7 configuring for invitee notification 6
US headquarters
contact information vii
Use Moderator
option, description of 7
W
WebEx
changing URL for data conference 7
installation instructions 4
Sign-in
account 4 verifying in bridge configuration 2
SptlMlkWebCtl.ocx
in Rsv_LN 9
T
Technical support vii
contact information vii
Time zones
list of 1
Tooltips 10
Y
Yearlong
conferences, issues with 4
Z
Zones
time, list of 1
IX-5
IX-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
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