Welcome

Setup initialization for CallPilot desktop messaging begins in the Welcome page. The Setup initialization program (inisetup.exe) creates a set of site-specific default settings for desktop messaging installation. The setup initialization program stores the default settings you select in the file setup.ini. When users run the desktop messaging installation program, the specified defaults appear.

Benefits of setup initialization

•	consistent installation—You can make installation options read-only so that all users install desktop messaging with the same options.

•	control access to features—You can disable options during setup initialization if you do not want to make them available to users.

Information you need

To complete the setup initialization procedure, you need the following information:

•	the fully qualified domain name of the CallPilot server

•	the SMTP/VPIM prefix configured on the CallPilot server

•	the LDAP search base configured on the CallPilot server for address searches

•	the My CallPilot URL

Click Next to continue the installation. Click Cancel to end the installation.


Language

Choose a language for text components in desktop messaging, including the desktop messaging interface, text prompts, and Help files.

You can choose another language in the future by running this setup program again. Changes to the language setting do not affect your existing messages.

Click Next to continue the installation.


Destination Folder

Choose the folder where you want to install desktop messaging software. By default, the software is installed in the \Program Files\Nortel folder.

1	Click Browse. The Select Destination Directory dialog box appears.

2	Select the drive and folder where you want to install desktop messaging.

3	Click OK.

Click Next to continue the installation.


E-Mail Client

Choose the e-mail clients that will be installed on user workstations. CallPilot supports the e-mail clients shown in the list on the page:

Microsoft Outlook

Lotus Notes

Internet Mail clients

Novell GroupWise

If desktop messaging will be used with more than one e-mail client, you can choose multiple clients.

Click Next to continue the installation.


Microsoft Outlook
Installs desktop messaging for Outlook client. You must install Microsoft Outlook on the user workstations before installing desktop messaging.


Lotus Notes
Installs desktop messaging for Lotus Notes client. You must install Lotus Notes on the user workstations before installing desktop messaging.


Internet mail clients
Installs desktop messaging for Internet Mail clients. You must install one of the supported Internet e-mail clients on user workstations before installing desktop messaging.


GroupWise
Installs desktop messaging for Novell GroupWise. You must install GroupWise on the user workstations before installing desktop messaging.


CallPilot Server Settings

Specify the server connection information for CallPilot server and My CallPilot.

Server Name or TCP/IP Address

SMTP/VPIM prefix

My CallPilot URL

Feature availability

My CallPilot is only available if you are using a CallPilot 2.0 server. CallPilot 1.07, CallPilot 150, and Business Communications Manager do not support My CallPilot.

Click Next to continue the installation.


Name or IP address
Type the fully qualified domain name of the CallPilot server. If you are not using a Domain Name System (DNS) or HOSTS file for domain name resolution, use the CallPilot server customer LAN (CLAN) IP address.

Example

cpserver.com


VPIM
Type the SMTP/VPIM prefix of the CallPilot server.

The SMTP/VPIM prefix is a dialing prefix that identifies your site. It is combined with the mailbox number and local CallPilot server name to create a unique CallPilot address:

<Prefix><Mailbox>@<FQDN>

Example

14165677002@voiceuser.callpilot.com

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.


My CallPilot URL
Type the URL for My CallPilot.

My CallPilot is a suite of web-based applications for CallPilot mailbox owners. It provides centralized management of CallPilot and e-mail messages, mailbox and messaging options, and audio conferences. My CallPilot also provides access to online user guides and reference information.


LDAP Server Settings

Specify the LDAP server information required to access the CallPilot Address Book. You can set up desktop messaging to access the CallPilot Address Book from the CallPilot server or from a separate LDAP server.

LDAP server name or TCP/IP address

Anonymous logon

Address book search base

Feature availability

CallPilot 1.07, CallPilot 150, and Business Communications Manager servers do not support a separate LDAP server for the CallPilot Address Book.


LDAP server
Type the fully qualified domain name (FQDN) or IP address of the LDAP server. If you are using the LDAP service on the CallPilot server, type the same FQDN or IP address that you specified on the CallPilot Server Settings page.


Anonymous logon
Check this option to use an anonymous logon for connections to the LDAP server.

Since an anonymous logon is unauthenticated, the CallPilot Address Book does not display distribution lists when this option is enabled. The display of distribution lists in the CallPilot Address Book is only available for CallPilot 2.0 servers.


search base
Type the LDAP search base required to access CallPilot addresses. The search base is the LDAP directory tree root for the part of your company or organization served by the CallPilot server.

If you are using the LDAP server on the CallPilot server, use the search base configured on the CallPilot server. If you are using a separate LDAP server, type the search base required to access CallPilot addresses on the server.

Although there are several ways to specify the search base, Nortel Networks strongly recommends using domain components. Follow these guidelines for the search base.

•	The search base must contain a domain controller (dc) for each suffix in the fully qualified domain name of the CallPilot server.

•	Order is critical. The component closest to the root must be written last.

•	Separate domain components with a comma. Do not include spaces between domain components

Example

A CallPilot server used by the New York office of the company Acme has the fully qualified domain name newyork.acme.com. The search base is dc=com,dc=acme,dc=newyork.


Ready to Create! page
Ready to Create!

Select additional options for desktop messaging installation. This is the last step in the setup initialization procedure.

Install Fax Printer Driver

Update default mail profile

Update Lotus Notes databases

Allow users to install fax driver without administrator privileges

Make settings read-only

For information about requirements for fax messaging, see Fax requirements.

Click Next to continue the installation.

Feature availability

CallPilot 150 servers do not support fax and text messaging.


Install fax printer driver check box
Check this box if you want the Nortel Fax printer driver to be installed. This driver enables users to save any printable document as a TIFF-F file. They can then send the TIFF-F file as a fax.


Configure Outlook services check box
Check this box to add CallPilot to the default Outlook or GroupWise 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.


Make default settings read-only check box
For Windows 2000, Windows NT, and Windows XP, you must have administrator privileges to install the Nortel fax printer driver. By providing the desktop messaging installation program with administrator logon information, users without administrator privileges can install desktop messaging with the fax printer driver.

•	Check this box to predefine a global administrator user name and password. Use this option if all computers for users are set up with the same administrator logon information. The desktop messaging installation program automatically uses the logon information to install the fax printer driver if the user does not have administrator privileges.

•	Clear this box if the administrator user name and password are unique for each computer. Users without administrator privileges must specify the administrator user name and password for their computer during desktop messaging installation.


Administrator Logon Information

This dialog box only appears when you select the Allow users to install fax driver without administrator privileges option.

Type the administrator user name and password for user computers with Windows NT or Windows 2000. If a Windows NT or Windows 2000 user does not have administrator privileges, the desktop messaging installation program uses this logon information to install the fax printer driver.


Setup Initialization Complete

The Installation Complete page appears to verify that setup initialization was successful.

Click Finish to complete the setup initialization.


Canceling 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 setup page. The system prompts you to confirm that you want to quit the setup initialization procedure.


Fax requirements

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

•	Verify that the user has a mailbox on a CallPilot 2.0, CallPilot 1.07, or Business Communications Manager  server. CallPilot 150 servers do not support fax or text messaging.

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

•	To use the fax driver, one of the following e-mail clients must be installed on the user’s computer

•	Microsoft Outlook

•	Lotus Notes

•	Novell GroupWise

•	any supported Internet e-mail client

•	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 on a Windows 95, 98, 2000 or NT computer, follow these steps:

1	Open the Windows 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.

Note

New installations of Windows XP do not include Imaging for Windows. You must install Imaging for Windows from the CallPilot Desktop Messaging CD-ROM. On the CallPilot Desktop Messaging CD-ROM, the software is located in the Files\Imaging folder.

Administrator access requirements

To install the Nortel Fax printer driver on a computer running Windows 2000, Windows NT, or Windows XP, you must have administrator privileges. Desktop messaging installation requires the registration of several components in the Windows registry. If you do not specify an administrator user name and password in this setup initialization program, users without administrator privileges must specify the administrator password for their computer during desktop messaging installation.


Blocking voice message transmission to external e-mail addresses

You can prevent users from sending voice messages to external e-mail addresses by modifying the setup.ini file created by this setup initialization program.

Once this setting is enabled, users cannot forward CallPilot voice messages to external e-mail addresses. In addition, users cannot save CallPilot voice messages they receive. This prevents them from attaching a saved voice message to an e-mail message or copying the voice message onto a disk.

Users can still send voice messages to all supported CallPilot addresses.

You can only block voice message transmission for groupware clients.