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

You can run the desktop messaging 2.50 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, 6.5

Lotus Notes 5.x, 6.x

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 CallPilot Desktop Messaging. The language you choose will be used in the desktop messaging interface 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 Networks\CallPilot 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 Microsoft Outlook first. Then run this installation program again 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) or TCP/IP address of the CallPilot server, and the SMTP/VPIM prefix of the CallPilot server.

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 or later 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).

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.

Note

You are not required to enter the Address Book search base if you are using a CallPilot 2.0 (or greater)  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 – e.g. voiceuser.callpilot.com) 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.

Install Fax Batch Printer Driver for Mail Merge—Check this option to enable batch fax printing.

Update Lotus Notes mail database— If you are installing desktop messaging for Lotus Notes, ensure that this option is checked to update your Lotus Notes mailbox information.

Update Lotus Notes Personal Address Book— If you are installing desktop messaging for Lotus Notes, ensure that this option is checked  to update your Lotus Notes Personal Address Book.

Update default mail profile—If you are installing desktop messaging for Outlook or GroupWise, ensure that this option is checked to automatically configure the default profile 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 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

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

Verify that the user has a mailbox on a CallPilot 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

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.


Citrix Thin Client and fax printers
Citrix Thin Client Environment and fax printers

Nortel Fax / Nortel Fax Batch Printers

When publishing applications on the Windows Terminal Server, the system administrator should manually update the program's command line. This is required to provide access to the Nortel Fax / Nortel Fax Batch printers.

This step may be skipped if access to the Nortel Fax / Nortel Fax Batch printers is not required. This step may also be skipped when publishing the Window's desktop.

To provide access to the Nortel Fax / Nortel Fax Batch printers:

Add double quotes around the original command line (if not already present)

Add the following text in front of the quoted command line:

"<CallPilot Installation Location>\nda\daemon.exe" -P

The default CallPilot installation location is "C:\Program Files\Nortel Networks\CallPilot". However, this may have been altered by the system administrator when CallPilot was installed.

The -P option should work for most applications. However, if an application still does not work with the Nortel Fax / Nortel Fax Batch printers, try using -A instead of -P. Testing has shown that Lotus Notes requires -A instead of -P.

The -P and -A options are both used by daemon.exe to monitor the original application for print requests. The -P option instructs daemon.exe to only monitor the original application. The -A option instructs daemon.exe to monitor the original application as well as any secondary applications created by the original. The -A option is more CPU intensive and should only be used when -P does not work.


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.


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.