Welcome

Installation of the CallPilot desktop messaging software begins from the Welcome page.

Ensure that your e-mail client is working properly before you install desktop messaging.

Upgrading or updating desktop messaging

•	If desktop messaging 1.06 or earlier is currently installed, you must uninstall it before you install a newer version of desktop messaging.

•	If desktop messaging 1.07 or 2.0 is installed, you can run the desktop messaging 2.0 installation program without removing your current software. The installation program automatically upgrades or updates your software.

Caution

You must exit all Windows programs before installing the desktop messaging software; otherwise, the software may not be installed successfully.

Click Next to continue the installation.


Supported e-mail clients

Desktop messaging supports the following e-mail clients:

Groupware clients

•	Microsoft Outlook  98, 2000, 2002 (Office XP client)

•	Novell GroupWise 5.5, 6.0

•	Lotus Notes 4.6, 5.0

Internet Mail clients

•	Microsoft Outlook Express 5 or 6

•	Microsoft Outlook 98 or 2000 (in Internet mail mode)

•	Microsoft Outlook 2002 (Office XP client)

•	Qualcomm Eudora Email 5.x

•	Netscape Messenger 6.2


Disabling Lotus Notes detection

The desktop messaging installation program tries to detect Lotus Notes by searching for the notes.ini file on your hard drive. If the file is not found, the Lotus Notes option is disabled during installation. If your notes.ini file is located on a server, you can disable Lotus Notes detection to install desktop messaging for Lotus Notes.

To disable Lotus Notes detection, run setup.exe from the command line using the following command:

setup.exe /ld


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 store desktop messaging software. By default, the software is installed in the \Program Files\Nortel folder.

Caution

Nortel Networks recommends that you do not change the default folder.

To choose another folder

1	In the Destination Folder page, click Browse. The 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 desktop messaging client that you want to install. You can choose multiple clients if you will use desktop messaging with more than one e-mail client.

Microsoft Outlook

Lotus Notes

Internet Mail clients

Novell GroupWise

This page displays the amount of disk space required for each option you select and how much disk space will be available after installation. If the Free Disk Space After Install is a negative (-) value, you do not have sufficient space on your hard drive to install desktop messaging. Remove unnecessary files from the drive, and then continue with the installation.

Notes

The desktop messaging installation program checks for the notes.ini file for the Lotus Notes installation. If the file cannot be found, the Lotus Notes option is unavailable. If Lotus Notes did not detect your Lotus Notes client, try disabling Lotus Notes detection.

Nortel Networks recommends that you do not install desktop messaging for Novell GroupWise and Microsoft Outlook on the same computer. If you require both desktop messaging clients on the same computer, install desktop messaging for each e-mail client separately. Install desktop messaging for Microsoft Outlook first. Run this installation program a second time to install desktop messaging for Novell GroupWise.

Click Next to continue the installation.


Microsoft Outlook
Installs desktop messaging for Outlook. You must install Microsoft Outlook on your computer before you can install this version of desktop messaging.


Lotus Notes
Installs desktop messaging for Lotus Notes. You must install Lotus Notes on your computer before you can install this version of desktop messaging.


groupwise
Installs desktop messaging for Novell GroupWise. You must install GroupWise on your computer before you can install this version of desktop messaging.


Internet Mail clients
Installs desktop messaging for Internet mail clients. An Internet mail client is an e-mail client that enables you to manage CallPilot messages using the IMAP protocol. Desktop messaging does not customize the interface of Internet mail clients. You must manually configure the e-mail client with your CallPilot mailbox and server information.

Desktop messaging provides support for the following Internet mail clients:

•	Microsoft Outlook Express

•	Microsoft Outlook (in Internet mail mode)

•	Qualcomm Eudora Pro

•	Netscape Messenger

You must install one of the supported Internet e-mail clients on your computer before you can install this version of desktop messaging.


 CallPilot Server Settings

Specify the fully qualified domain name (FQDN) of the CallPilot server, the SMTP/VPIM prefix of the CallPilot server, and search base information.

If the boxes are already filled in, your CallPilot administrator may have preconfigured this information for you. If you do not know what information to enter in a particular box, contact your CallPilot administrator.

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 or IP address of the CallPilot server.

Example

cpserver.com


SMTP/VPIM prefix

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


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.


CallPilot Server network error

The IP address or name that you typed in the CallPilot Server Settings page was incorrect.

Click Next to continue the installation. Click Back to retype the IP address or server name. If you do not correct the name or IP at this point, correct this information after installation of the desktop messaging software.

Click Cancel to end the installation.


 CallPilot Mailbox Number

Type your CallPilot mailbox number. This is usually the same as your office telephone extension. It is the same mailbox number that you use to access your messages using the telephone.

Example

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

If the mailbox is on a satellite switch location, type the dialing plan prefix (for example, 63391234).

Click Next to continue the installation.


LDAP Server Settings

The CallPilot Address Book is stored on an LDAP server. Specify the LDAP server information required to access the CallPilot Address Book. You can 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

Desktop messaging does not support a separate LDAP server when it is used with an Internet mail client.


LDAP
Lightweight Directory Access Protocol (LDAP) is protocol that enables e-mail clients to access a directory. LDAP provides you with access to 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 does not require you to identify yourself as a valid CallPilot user, 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. 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.


LDAP Server Account

To connect to the CallPilot Address Book on the LDAP server, you must log on to the server with your LDAP account user name and password.

Type your LDAP account user name. If you do not know your user name, contact your CallPilot administrator.


Ready to Install
Ready to Install!

Confirm that you want to install the software and add additional options. This is the last step in the installation process.

•	Install Fax Printer Driver—Check this option to save documents in TIFF-F format from any application that can print. You can then send a TIFF-F file as a fax to other CallPilot recipients. For information about requirements for fax messaging, see Fax requirements.

•	Update default mail profile—If you are installing desktop messaging for Outlook, ensure that this option is checked to automatically configure the default Outlook profile with your CallPilot mailbox information.

•	Update Lotus Notes databases— If you are installing desktop messaging for Lotus Notes, ensure that this option is checked to automatically configure Lotus Notes with your CallPilot mailbox information.

Click Next to proceed with the installation.

Feature availability

CallPilot 150 servers do not support fax and text messaging.


Administrator Logon Information

This dialog box only appears if you do not have administrator privileges on your Windows NT or Windows 2000 computer. The desktop messaging installation program requires administrator privileges to install the fax printer driver.

Type the administrator user name and password for your computer, and then click OK. If you do not know the administrator logon information for your computer, contact your system administrator.


Installation Complete

The Installation Complete page appears to verify that the installation was successful.

Click Finish to complete the installation.


Canceling the installation

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

To stop the installation, click Cancel. The installation program prompts you to confirm that you want to quit the installation program.


Uninstall
Uninstall page

The uninstallation process begins from the Uninstall page. Confirm that you want to uninstall the desktop messaging software on this page.

To uninstall desktop messaging, click Uninstall.


Uninstalling desktop messaging

If you no longer require desktop messaging, use the uninstallation program to remove it from your computer.

To uninstall desktop messaging (Windows XP)

1	In the Windows Control Panel, click Add or Remove Programs.

2	In the program list, select the desktop messaging client to remove.

3	Click Change/Remove. The uninstallation program starts and the Welcome page appears.

4	Click Uninstall to begin the uninstallation process.

To uninstall desktop messaging (previous versions of Windows)

1	In the Windows Control Panel, double-click Add/Remove Programs.

2	In the program list, select the desktop messaging client to remove.

3	Click Add/Remove. The uninstallation program starts and the Welcome page appears.

4	Click Uninstall to begin the uninstallation process.

Note

If you are using desktop messaging 1.07 or later, you do not need to uninstall the desktop messaging software before you install a new version.


Fax requirements

Ensure that you select Install Fax Printer Driver on the Ready to Install page to install the Nortel Fax driver.

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

•	Your CallPilot mailbox must have fax capability enabled. The CallPilot system administrator is responsible for enabling fax capability.

•	To use the fax driver, one of the supported e-mail clients must be installed on the computer

•	Imaging for Windows (the imaging software included with Windows) or an application that can display TIF-F image files must be installed on your computer. To verify that Imaging for Windows is installed on a Windows 95, 98, 2000 or NT computer, follow these steps:

1	In the Windows Control Panel, double-click Add/Remove Programs.

2	Click the Windows Setup tab.

3	Select Accessories and click Details… .

4	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 D CallPilot Desktop Messaging CD-ROM. On the CallPilot Desktop Messaging CD-ROM, the software is located in the Files\Imaging folder.

Administrator access requirements

If you are installing desktop messaging on a Windows 2000, Windows NT, or Windows XP computer, you must have administrator privileges to install the Nortel Fax driver. If you do not have administrator privileges, and if your CallPilot administrator did not configure the desktop messaging installation program with administrator logon information, then you must specify the administrator user name and password for your computer during installation. If you do not know the administrator logon information for your computer, contact your system administrator.

Feature availability

CallPilot 150 servers do not support fax and text messaging.


Installation problems with Microsoft Outlook

You receive an error message when you install desktop messaging: "Either Outlook is not the default mail client or there is no default mail client to fulfill the current request."

Solution

Select Outlook as the default e-mail client before installing desktop messaging. If Outlook is installed on your computer but you do not want Outlook to be your default mail client, you can select your preferred client after desktop messaging is installed.

To set the default e-mail client

1	Quit all programs.

2	In the Windows Control Panel, double-click Internet Options.

Note

If you are using the Category View in the Windows XP Control Panel, the Internet Options icon is in the Network and Internet Connections category.

3	Click the Programs tab.

4	In the E-mail list, select Microsoft Outlook.

5	Click OK.


Image Viewer is missing

You receive the error message "Image Viewer is not installed."

Solution

You must install Imaging for Windows to view and compose faxes. During installation, CallPilot checks for Imaging for Windows. If it is not installed, CallPilot still installs successfully. You can install the imaging software later.

If Imaging for Windows is not installed on your computer, you can install it from the Windows CD or the CallPilot Desktop Messaging CD-ROM. On the CallPilot Desktop Messaging CD-ROM, the software is located in the Files\Imaging folder.

To verify that Imaging for Windows is installed (Windows 95, 98, 2000, or NT)

1	In the Windows Control Panel, double-click Add/Remove Programs.

2	Click the Windows Setup tab.

3	Select Accessories and click Details… .

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


Installation problems with Lotus Notes

The error message "No authorization to perform this operation" appears.

Solution

You must have Manager or Designer access control of your mail database to install the desktop messaging for Lotus Notes. The Lotus Notes administrator sets this control on the server for each user.

To determine your level of access control

1	From your Lotus Notes Mail database, choose File > Database > Access Control… .

2	In the list of names, select your name. Your access control level appears in the Access box.

If neither Manager nor Designer appears in the Access box, contact your CallPilot administrator.