Nortel Networks 150 manual

Part No. N0008714 0 2 22 Novem ber 200 4 CallPilot 100/150 Desktop Messaging Installation and Maintenance Guide[...]

2 N0008714 0 .1 CallPilot 100/150 Desktop Messaging Installation an d Maintenance Guide Copy right © 2004 Nortel Netw ork s All right s reserved. 200 4. The inform ation in thi s doc ument is sub ject to change wit hout notice . The statement s, configuration s, technical data, and recomme ndation s in this d ocument are be lie v ed to be accurate[...]

3 CallPilot De sktop Me ssaging Installa tion and M aintenanc e Guide Contents Chapter 1 Requirements f or installing Desktop Messa ging . . . . . . . . . . . . . . . . . . . . . 7 About Cal lPilot Desktop Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Hardware requir ements . . . . . . . . . . . . . . . .[...]

4 Contents N0008714 0 2 Removing the CallPilot Me ssage Stor e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 Configur ing Gr oupWise for Desktop M essaging . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Configur ing Lo tus Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

Contents 5 CallPilot De sktop Me ssaging Installa tion and M aintenanc e Guide The subscr iber ha s message a ccess problems . . . . . . . . . . . . . . . . . . . . . . . 5 6 The subscr iber ha s problems sendin g messages . . . . . . . . . . . . . . . . . . . . . 56 In sent me ssages digits or s ymbols ap pear instea d of la nguage-spec ific symbo[...]

6 Contents N0008714 0 2[...]

7 CallPi lot Desk top Messagi ng Inst allation and Maintenan ce Guid e Chapter 1 Requirements for installing Desktop Messaging About CallPilot Desktop Messaging With Call Pilot Desk top Messaging f rom subscri bers can a ccess their Cal lPilot mai lbox f rom their personal computer. Subscri bers c an manage al l their voice me ssages in one graphic[...]

8 Chapter 1 Requirem ents fo r installing Desktop M essaging N0008714 02 Softwa re requirem ents Integrated c lients Integr ated c lients r un with a corpo rate email server. You can us e Desktop Messaging with one or more of t hese clie nts: • Microsof t Outlo ok 2000, 2002 (XP) and 2003 • Lotus Note s 4.6x, 5. x, 6.x (including 6.5) • Group[...]

Chapt er 1 Requ irements for i nstalling Des ktop Mes saging 9 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Where to g et help USA and Canada Authorized Distributors - ITAS Technical Support Telephone: 1-800-4NORTEL ( 1-800-466- 7835) If you al ready hav e a PIN Code, you can ent er Expres s Routing Cod e (ERC) 19 6#. If you[...]

10 Cha pter 1 Req uirements for install ing Desktop Mess aging N0008714 02[...]

11 CallPi lot Desk top Messagi ng Inst allation and Maintenan ce Guid e Chapter 2 Configuring y our system for Deskto p Messag ing Bef ore y ou install Desk top Messaging Before i nstalli ng and using Deskto p M essagi ng: • In Call Pilot Ma nager, make sure t hat the number of Maximum Outcal ling Chann els is enough to accommoda te the expected [...]

12 Cha pter 2 Con figurin g your syste m for Desktop M essaging N0008714 02 Configuring IMAP/LD AP/SMTP ser ver s fo r Desktop Me ssa ging CallPil ot supp orts IM AP/LDAP protocol s, which let Desktop Messaging subscr ibers access t heir CallPil ot mailbox es using Microsoft Outlook, Lot us Notes, Nov ell GroupWise, and sel ected third- party In te[...]

Chapter 2 Configur ing your s ystem for De sktop Me ssaging 13 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring en vironments without a DNS The D omain Name Syste m (DN S) is a n Intern et ser vice th at tra nslat es do main names i nto IP address es. Beca use domain na m es a re alphabe tic, they are e asier fo r su[...]

14 Cha pter 2 Con figurin g your syste m for Desktop M essaging N0008714 02[...]

15 CallPi lot Desk top Messagi ng Inst allation and Maintenan ce Guid e Chapter 3 Install ing an d conf iguring De sktop Messaging It tak es approxi m ate ly 10 min utes to i nstal l CallPil ot Desk top Messa ging. De pending on the subscri bers’ exp e rti se, you can a s k the m to instal l Desktop Me ssaging on their computer. Installation in f[...]

16 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Uninstalling an ear lier vers ion of Desktop Messaging If the subscribe r has Desktop Messag ing 1.06 or ear lier on t heir comput er, uninstall it before you do th e instal lati on procedur e. To uninstall a previous version of Desktop Messaging 1 Quit any o pen application [...]

Chapter 3 Installing and confi guring De sktop Me ssaging 17 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Installing Desktop Messagi ng You insta ll Deskto p M ess aging fro m the Call Pilot 100/150 Doc umentat ion and Cli ent Software CD. Be sure t o instal l the version of Desktop Mess aging that is righ t for your system.[...]

18 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Install ing only the Ca llPilo t Player If you want only the CallPilot Pl ayer funct i onali ty of Desk top Messaging. yo u can inst all only the CallPil ot Player component. W ith the CallP i lot Player , you can record greeting s, prompt s or names a s a .vbk f ile, and c o[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 19 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Installi ng Desktop Messaging versi on 2.0 or 2.5 1 Load the Ca llPilo t 100/150 CD in the CD -ROM drive o f your computer. 2 Double -click t he CD folder and double-cli c k the Optio nal Softwar e folde r . 3 Double -cl[...]

20 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 8 Click th e Next button. The D estin ation Folde r scree n app ears. 9 Click t he Next but ton to accept th e default di rectory, or cl ick the Browse button if you want to locate other destinat ion fo lders, and selec t the folder yo u want to in stall Desktop Mess aging in[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 21 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 11 Select the check boxes for the e mail clients t hat you use. Intern et Mail clie nts inclu de Microsoft Outl ook Express, Micr osoft Outl ook in Internet mail mode, Netsc ape Messe nger, an d Qualcomm Eu dora Pro. 12 [...]

22 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 15 Click th e Next button. The C allPilo t Mail box N umber scree n appea rs. 16 Enter t he subsc riber’s mailbox numbe r. The mailbox numb er is usua lly the subscr iber’s extensi on number. 17 Click th e Next button. The L DAP S erver Setti ngs sc reen appea rs. 18 In t[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 23 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 19 Click th e Next button. The Ready t o Instal l! wind ow appears. We r ecommend y ou leave t he Update default mai l profil e box se lect ed. If you ar e instal ling Desktop Me ssagin g for Lotus Notes, you must ente r[...]

24 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 20 Click th e Next button. The inst allation progr ess ba r appears and indicates t hat files are being c opied. 21 Click th e Finish butto n to c omple te the i nstal latio n.[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 25 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Installi ng Desktop Messaging versi on 1.07 1 Load the Ca llPilo t 100/150 CD in the CD -ROM drive o f your computer. 2 Double -click t he CD folder and double-cli c k the Optio nal Softwar e folde r . 3 Double -click t [...]

26 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 7 Select the check boxes for the e mail clients t hat you use. Intern et Mail clie nts inclu de Microsoft Outl ook Express, Micr osoft Outl ook in Internet mail mode, Netsc ape Messe nger, an d Qualcomm Eu dora Pro. 8 Click th e Next button. The Languag e selection scr een ap[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 27 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 10 Click th e Next button. The S elect Dest inatio n Fold er scre en ap pears . 11 Click t he Next but ton to accept th e default di rectory, or cl ick the Browse button if you want to locate other destinat ion fo lders,[...]

28 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 14 Click th e Next button. The C allP ilot S erver Settin gs scre en ap pears . 15 In the Server Name or IP A ddres s b ox type the FQDN or IP a ddress of the Ca llPilot 100/150 syste m. 16 In the SMTP/VPIM prefix box t ype th e SMTP/VPIM prefi x of the CallPil ot subscr iber[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 29 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide If you ar e instal ling Desktop Me ssagin g for Lotus Notes, you must ente r your Lot us Notes passwo rd before the installa tion process cont inues . The Desk top Messa ging i nstalla tion program tries t o dete ct Lo t[...]

30 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 After you install Desktop Messaging After yo u install Deskt op Messagi ng: • Set the de fault em ail c lient. • Conf igure access t o Deskto p Messaging o n subscribers’ computers • Set the T imezone and Dayligh t Sa vings T ime setting in Cal l Pil ot Manage r To se[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 31 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Conf iguring Ou tlook 200 2 Outlook 20 02 handles mail ac counts differe ntly t han previ ous ver sions of Out look. This secti on descri bes how t o configur e the Desktop Messag ing optio ns for Outlook 2002 . To set D[...]

32 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 • Do not se lect th e Log on using Secure P assword Authent ication ( SPA) check box. • Serv er Inf orm ation — Ente r the Call Pilot fully qua lified domain na me (FQDN) fo r both the inc oming and outgoing se rvers. 5 Click Next . A me ssage appe ars th at con firms t[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 33 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Conf iguring N ovell Gr oupW ise This sectio n is an over view of how G roup Wise i s int egrat ed with Call Pilot . For inform ation on how to use GroupWise to addres s, compose, open, dele te, and perform ot her CallPi[...]

34 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 5 In the Mailbox box, ent er the su bscriber’s mail box numbe r. 6 At Check for new messages (Auto m atica l ly/Man ually), if the subs criber use s ISDN or dialup, sel ect Manually . This opt ion sa ves on tol l char ges by n ot cont inuously checking for new messages on C[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 35 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring Lotus Notes Updating the Mail database In Lo tus No tes, the Mail datab ase d esign dete rmine s which mes sages a ppea r in th e Note s mes sage list. T here ar e two ways t o update the data base de sign fo[...]

36 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 4 On the File men u, click Database , and then click Replace Desi gn . The Replac e Datab ase Design d ialog box a ppears. 5 Select Tem plate Serv er . The Templat e Server wi ndow appe ars. 6 Select Loc al , and then cli ck OK . 7 Select the Show advanced te mplates check bo[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 37 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring Int ernet Mail clients CallPil ot Desk top Messa ging su pports these In ternet mail cli ents: • Outlook Exp ress • Outlook i n Internet mail mode • Netscape M esse nger • Eudora Pr o You need th e fo[...]

38 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 6 In the E-mail address box type the su bscr iber’s CallPi lot address in the form <SMTP/VPIM pref ix><mailbox numb er>@<local CallP ilot 100/ 150 sys tem>. For exampl e: 14165556003@voices erver. ca.resul t.com, wher e: • 1416555 is the SMTP/VPIM prefix[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 39 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring an LDAP directory service for Outlook Express or Outlook 1 Start Out look. 2 On the Tools menu , click Accounts . The Inte rnet Accounts scr e en app ears. 3 Click th e D irect ory S ervice tab. 4 Click th e [...]

40 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Configuring special settings for Outlook Express or Outl o ok in Intern et Mail mode 1 Select the settings f or the type of Out look the subscri ber us es. • If the subscr iber uses Outlook Express: a On the Tools menu , click Options . The O ptio ns scr een app ears. b Cli[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 41 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring Netscape Me ssenger 4.x If the subscr iber uses Netscape Messenger version 4.x as t heir Internet Mail cl ient, use these procedur es. If the subsc riber uses Nets cape Mess enger 6. 2, refer to “Configu r [...]

42 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 12 From When I delete a message , se lect Ma rk it as d elete d . 13 Select the Clean up (“Expung e”) Inbox on e xit check box. 14 Click th e OK button. You r eturn to the Ma il Serve rs scr een. 15 In the Outgo ing ma il (SM TP) s erver box type the FQDN o r IP addre ss [...]

Chapter 3 Installing and confi guring De sktop Me ssaging 43 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Configuring an LDAP dir ectory serv ice for Nets cape Messenger 1 Start Ne tscape Messenge r. 2 On the Communicator menu, select Address Book . The Addres s Book scr een ap pears. 3 On the File men u, select New Direct o[...]

44 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Configuring Netscape Me ssenger 6.2 If the subscr iber uses Netscape Messenger version 6.2 as t heir Internet Mail cl ient, use these procedur es. If the subsc riber uses Nets cape Mess enger ver sion 4, r efer to “Configuri ng Netscap e Messenger 4.x” on pa ge 41 . Notes[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 45 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 12 Click th e Next butt on. The Account Name page appears. 13 T ype a name f or the CallPi lot mai lbox t o help th e subsc riber to ide ntify it in Net scape Ma il. 14 Click th e Next butt on. The Congrat ulations page [...]

46 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Conf igurin g Eudora Pro To change a ny part of this confi guration after it is complete, on t he Tool s menu click Options to display the configur atio n screen s. Configuring an IMAP account on Eudora Pro 1 Double click th e Eudora Pro icon. The New Account Wizard - Welcome[...]

Chapter 3 Installing and confi guring De sktop Me ssaging 47 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 12 Click th e Next button with out enter ing a location p refix . The New Account Wizard - Outgoing E-Mail Server screen appears. 13 Chec k that the Outgoing Server box contains the FQDN or IP address of th e CallPil ot [...]

48 Cha pter 3 In stalling and configuri ng Desktop Mess aging N0008714 02 Configuring an LDAP directory service for Eudora Pro 1 Start Eu dora Pr o. 2 On the Tools menu click Di recto ry Se rvice s . 3 From the Pr otocol s box, sele ct LD AP . 4 Click th e New Database button. The Modify Da tabase screen a ppears. 5 Click th e Network tab. 6 In the[...]

49 CallPi lot Desk top Messagi ng Inst allation and Maintenan ce Guid e Chapter 4 Troubl eshooti ng This chap ter is about: • Troubles hootin g during i nstallation • Troubles hootin g log on pro blems • Troubles hootin g Outlook 200 2 probl ems • Troubles hootin g Lotus No tes log on problems • Troubles hootin g afte r logging on • Acc[...]

50 Cha pter 4 Troub leshooting N0008714 02 Microsoft Outlook de fault mail client You see t he error messa ge when you install Des ktop Mes saging: “Either Outlook is not the de fault mail clien t or the re is n o def ault ma il clie nt to f ulfil l the cu rren t requ est.” If Outl ook i s insta lled o n the subs cribe r’s compute r but they [...]

Chapter 4 Trouble shooting 51 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 4 From Update Call Pilot Ma il data bases , sele ct Add CallPi lot c omponents or R emove Call Pilot compo nents . 5 Click OK . 6 From the Se lect database(s) dialog b ox, select one or a group of mail fi les to upd ate. 7 Click OK .[...]

52 Cha pter 4 Troub leshooting N0008714 02 Troubleshoo ting log o n problems Invalid cre dentials The subsc riber sees messa ges such as “Invalid crede ntials. P lease retry” or “The s erver coul d not be locat ed. Please Retry. ” 1 On the subs crib er’s comput er, che ck that Des ktop Messagi ng is configure d with the proper setti ngs. [...]

Chapter 4 Trouble shooting 53 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Troubleshoo ting Outlook 2002 problem s These ar e is sues with how Desktop Mes saging works wit h Outlook 2002. These issu es sho uld be resolve d with a future Ou tlook s ervice r eleas e patch fr om Microsoft. Sending messages When a subsc r iber w[...]

54 Cha pter 4 Troub leshooting N0008714 02 Troubleshoo ting Lotus No tes log on problem s When Desktop M essa ging i s instal led, Des ktop Messagi ng appears under Folders and View s. In the Pers onal Name and Address Book on Loc al databa se, two n ew views are creat ed: • Groups (Ca l lPil ot) • Peo ple (Ca llPil ot) Subscrib ers cannot see [...]

Chapter 4 Trouble shooting 55 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide 6 Make s ure that : • the Inhe rit f uture des ign changes c heck box is selec t ed • Hid e form ulas a nd Lo tusScr ipt is n ot sel ected 7 Select CallPil ot Ma il (R5. 0) or (R6.0) , dep e nding on which v ersion of Lotus Notes you use. 8 Click [...]

56 Cha pter 4 Troub leshooting N0008714 02 Troubleshoo ting after loggin g on The CallPilot address book i s empty Lotus Note s subscribers mus t log on t o CallPilot bef ore th ey can downlo ad the address boo k. 1 Make sure t hat your Add ress Book —People (Cal lPilot) window i s the a ctive win dow. 2 On the View me nu, click Refre sh . 3 Make[...]

Chapter 4 Trouble shooting 57 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Messa ges remain in the subscriber’ s Outb o x On Microsof t Outlook, mess ages remain in the mai l client outbox ( not the Cal lPilot Mess age Store outbox). This problem can be caused by the migra tion fro m one ser ver to another whi le main tain[...]

58 Cha pter 4 Troub leshooting N0008714 02 • Ask th e subscri ber to check that their ma ilbox is not ful l. If the ir mailbox is f ull, they cannot send messa ges until some mess ages ar e delete d. • Ask th e subscri ber to check the format of the me ssage addr ess. If the FQDN aft er th e @ symbol does not match t he FQDN of Call Pilot 100/1[...]

Chapter 4 Trouble shooting 59 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide "Unknown" appears in the Sender field In some mess ages, the subscr iber sees a name or pho ne number in the Sen der field. In other messages, the subscrib er sees “ Unknown.” If the cal ler’s phone syste m has Call ing Line ID, CLID i[...]

60 Cha pter 4 Troub leshooting N0008714 02 Messa g es no longer on server The subsc riber receives the e rror messa ge: “This message c ould not be found o n the server. Messages mus t exi st on the s erver in order to be played via t he telep hone. Use computer to play this fi le. Por t faile d.” Voice mess ages that are sa ved to the subscr i[...]

Chapter 4 Trouble shooting 61 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide A subscriber w ho forwar ds or replies to a v oice messa ge in Outlook Express recei ves non -deliver y noti fication that the attached messag e cannot be delivered This occu rs because when a s ubscriber forw ards or rep lies to a v oice message, Out[...]

62 Cha pter 4 Troub leshooting N0008714 02 Accessing D esktop Messaging online Help Desktop Mess aging for Mic rosoft Outlook, No vell GroupW i se, an d Lotus Notes p r o vides standard Help. To access online Help From Micros oft Outloo k: • From your I nbox , on the Hel p menu, sele ct CallPi lot De sktop Me ssagi ng Help . From Novell GroupWise[...]

Chapter 4 Trouble shooting 63 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide Using Desktop Messaging Supp ort Tools Resetting the Cal lPilot message store for Microsoft Outlook This fea t ure i s avai lable on ly for subscrib ers who use Micr osoft Ou tlook. Resett ing th e CallPil ot message s t ore r emoves inva lid or corru[...]

64 Cha pter 4 Troub leshooting N0008714 02 Using CPTrace You can use CPTrace to collec t information a bout probl ems with one of the desktop clients that CallPil ot run s on. You save this information t o a log file th at you can analyze to determine the cause of the pr oblem. Problems y ou can look for in clude: • trouble connecting to Cal lPil[...]

Chapter 4 Trouble shooting 65 CallPilot D esktop M essagin g Installatio n and Mai ntenance G uide CP Trace settings The CPTrace settings are stored in the Windows regis try. The ex isting setti ngs are used each time you run CPTr ace. CP T rac e set ting s IMAP/SMTP Logs all IMAP/SM TP tra ffic Desktop c lient Logs in ternal Outlo ok, Lotus Notes [...]

66 Cha pter 4 Troub leshooting N0008714 02[...]

CallPi lot Desk top Messagi ng Inst allation and Maintenan ce Guid e 67 Index A Accessing Help 62 C CallPilot Ad dress Book setting up in Outlook (Internet mail mode) 32 settin g up in Outlook Express 32 CallPilot Mess age Store 33 CLAN IP address 37 Conf iguring en vironments with out a DNS 13 Eudora P ro 46 GroupW ise 33 IMAP account on Outlook/E[...]

68 Index N0008714 0 2 conf iguring 35 error message 50 M Message waiting ind icator 60 Micr osoft Outlook (Internet mail mode) 8 Outlook Express 8 Microsoft Outlook (Interne t mail mode) conf iguring acce ss to CallPilot Address Book 32 Micr osoft Outlo ok 200 2 conf iguring te xt formatting opt ions 32 specifying e-mail se ttings 31 Micr osoft Out[...]