Welcome overview

Use the Welcome window to begin the setup initialization procedure, which creates a set of site-specific default settings to be used when the end-user installs the CallPilot Desktop Messaging software.

  Welcome buttons


Welcome buttons

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  Welcome overview


Select Type of E-Mail Client overview

Use the Select Type of E-Mail Client window to select the e-mail client the end-users are using. CallPilot supports the types of e-mail clients shown in the list on the window.

You can select multiple clients if Desktop Messaging will be used on more than one e-mail client.

  Select Type of E-Mail Client boxes and buttons


Select Type of E-Mail Client boxes and buttons

Check boxes

Microsoft Exchange/Outlook

Lotus Notes

GroupWise

Internet Mail clients

Buttons

Help

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  Select Type of E-Mail Client overview


Select Language window

Use this window to choose a language for text components in CallPilot Desktop Messaging, including text prompts and help files. The language setting does not affect trade names, path names, or start menu shortcuts.

You can select another language in the future by running this setup program again. Changing the language setting does not delete, change, or damage your existing messages.


Select Destination Folder overview

Use the Select Destination Folder window to choose the directory where the setup.ini file will be stored. By default, the setup.ini is stored in the directory from which the setup initialization is run.

  Related procedures

  Select Destination Folder buttons


Select Destination Folder buttons

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  Select Destination Folder overview


Selecting a directory location

Choose where you want to save the setup.ini file.

1	On the Select Destination Folder window click Browse … to open the Select Destination Directory dialog box.

2	To change the drive where the setup.ini is stored, click the Drive drop-down list and select the drive where you want to store the files.

3	Select the directory you want the setup.ini to be saved to.

4	Click OK to save the file in the destination directory you have chosen.

  Select Destination Folder overview


CallPilot Server Settings overview

Use the CallPilot Server Settings window to enter the fully qualified domain name or IP address of the CallPilot server, the SMTP/VPIM prefix of the CallPilot server, and search base information.

  CallPilot Server Settings boxes and buttons


CallPilot Server Settings boxes and buttons

Boxes

Server Name or IP Address

SMTP/VPIM prefix

Search Base to be used for address searches

Buttons

Help

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  CallPilot Server Settings overview


Additional Options overview

Use the Additional Options window to add additional options to the setup.ini file. This is the last step in the setup initialization procedure.

You decide whether to install the Nortel Fax printer driver. This driver enables users to save any document as a TIFF-F file. This file can then be sent as a fax to other CallPilot recipients. For information about requirements for Nortel Fax, see Fax requirements.

If you are installing Desktop Messaging for Exchange/Outlook, by default Configure Exchange/Outlook Services is selected.

If you are installing Desktop Messaging for Lotus Notes, by default Update Lotus Notes databases is selected.

  Additional Options buttons


Additional options buttons
Additional Options boxes and buttons

Check boxes

Install Fax Printer Driver

Configure Exchange/Outlook Services

Update Lotus Notes databases

Make default settings read-only

Buttons

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  Additional Options overview


Setup Initialization Complete

Use the Installation Complete window to verify that the installation was successful.

Click Finish to signify that you have completed the installation.


Cancel the setup

Stop the setup initialization procedure at any time if you encounter an error or if you decide not to continue with the setup initialization.

To stop the setup initialization procedure, click Cancel from any of the setup windows. You will be prompted to confirm that you want to quit the setup initialization procedure.


Help
Shows overview information about this window.


Back
Returns you to the previous window.


Next
Takes you to the next window.


Cancel
Stops the current procedure.


Finish
Completes the setup initialization process.


Browse
Opens a standard directory browser dialog box in which you specify the directory you are searching for.


Verify the server
Checks that the IP address or name of the CallPilot server you entered is correct.


Name or IP address
Enter the fully qualified domain name or IP address of the CallPilot server that is used to send and receive messages.

Examples:

ServerA.com


Mailbox
Enter your CallPilot mailbox number. This is usually the same as your office telephone extension.

Example:

If the mailbox is located on a prime switch or located on a server that does not have NMS installed, enter the mailbox number only (for example, 1234)

If the mailbox is on a satellite switch location, enter the dialing plan prefix. For example, 63391234.


Microsoft Exchange/Outlook
Installs the Desktop Messaging for Exchange/Outlook client. Microsoft Exchange or Outlook must be installed on the PC before you can install this version of Desktop Messaging.


Lotus Notes
Installs the Desktop Messaging for Lotus Notes client. Lotus Notes must be installed on the PC before you can install this version of Desktop Messaging.


GroupWise
Installs Desktop Messaging for Novell GroupWise. You must install GroupWise on the user workstations before installing Desktop Messaging.


Internet mail clients
Installs the Desktop Messaging for Internet Mail clients. One of the supported Internet e-mail clients must be installed on your PC before you can install this version of Desktop Messaging. Refer to the Desktop Messaging for Internet Mail Clients Guide for a list of supported Internet mail clients.


Search Base to be used for address searches
Enter the search base configured on your CallPilot server. This tells the server where to look for CallPilot addresses. If the search base is not correct, you cannot download addresses to your PC.


VPIM
Enter the SMTP/VPIM prefix of the CallPilot server. This is the string of numbers before your mailbox number in your CallPilot address.

Example: 1416597

Note: This is the string of digits that is concatenated with the mailbox to form the address. Do not include any overlap digits that are configured on the server.


Install fax printer driver check box
Check this box if you want to install the Nortel Fax printer. This driver enables users to save any document as a TIFF-F file. This file can then be sent as a fax to other CallPilot users.


Configure Exchange/Outlook services check box
Check this box to add CallPilot to the Exchange/Outlook profile.

Default: checked


Update Lotus Notes databases check box
Check this box to automatically add CallPilot components to the Lotus Notes databases.

Default: checked


Make default settings read-only check box
Check this box if you want to prevent end-users from modifying the default settings created by the Setup Initialization Program.


Fax requirements

To use CallPilot fax messaging a user must meet the following requirements:

•	The user’s CallPilot mailbox has fax capability enabled. The CallPilot system administrator is responsible for enabling fax capability in CallPilot Manager.

•	Imaging for Windows (the imaging software included with Windows) or an application that can display TIF-F image files must be installed on the workstation. To verify that Imaging for Windows is installed, do the following:

1	From the Windows Start menu, choose Settings > Control Panel.

2	Double-click Add/Remove Programs

3	Click the Windows Setup tab.

4	Select Accessories and click Details.…

5	Scroll down the list and make sure that Imaging is checked.

If Imaging for Windows is not installed, you can install it from the Desktop Messaging CD.

•	To install the Nortel Fax driver on a Windows 2000 or Windows NT computer, you must have the appropriate administrator privileges. For more information, see Installing Nortel Fax with Windows 2000 or Windows NT.


Installing Nortel Fax with Windows 2000 or Windows NT

Windows NT

To install the Nortel Fax printer driver on a PC running Windows NT, you must have administration privileges.The installation of Desktop Messaging requires the registration of several components in the Windows registry. If you log on as a user without administration privileges and attempt to install the Nortel Fax printer driver, the installation will fail.

Windows 2000

To install the Nortel Fax printer driver on a PC running Windows 2000, you must have local administrator privileges. If you log on as a "power user" without administration privileges and attempt to install the Nortel Fax printer driver, this error message appears during Desktop Messaging installation: "The Fax Printer Driver was not installed because you do not have administrative privileges. Please contact your system administrator to install it using the Install Fax Printer shortcut in the Nortel Networks CallPilot Desktop Messaging folder." Click OK to close the message pop-up window. The installation will succeed, but the fax printer driver must be installed separately.

To define the Install fax printer shortcut

The Desktop Messaging installation creates a link to a shortcut to install the Nortel Fax printer driver for an end-user. The administrator defines this shortcut if the default setting is not used, or if some end-users have the Windows 2000 operating system.

End-users who must have fax capability use this shortcut to install the Nortel Fax printer driver.

1	Use the PC on which you (the administrator) defined the default installation settings.From the Windows Start menu, click Programs > Nortel Networks CallPilot Desktop Messaging > Install Fax Printer.

2	The Install Fax Printer Properties dialog box appears.

3	Click the Shortcut tab.

4	In the Target box, enter the path to the appropriate directory.

5	Click OK to save the information and close the dialog box.