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 (FQDN) or TCP/IP address 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 CallPilot Desktop Messaging.  The language you choose will be used in the desktop messaging interface and help files.

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.

Note

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 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 fully qualified domain name (FQDN) or TCP/IP address of the CallPilot server, and the SMTP/VPIM prefix of the CallPilot server.

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 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.

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

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


Fax Cover Pages

The Fax Cover Pages allows you to  toggle between enabling/disabling cover pages on the CallPilot Desktop Client. The system administrator can point all end-users to a shared network folder that contains cover pages for use by CallPilot Desktop Messaging. It should point to a network folder, not a local directory.

If the system administrator leaves the cover page folder empty, Setup.exe will copy a default cover page to the users’ computer. The system administrator can add additional cover pages to the users’ computer by adding .TIF and .CVR files to the cvrpages folder. The cvrpages folder is located in the same directory as Setup.exe.

All .TIF and .CVR files located in this folder will be copied onto the users’ computer by Setup.exe.

These cover page options are not related to cover page options that are maintained by the CallPilot Server and CallPilot Manager.


Security

The Security screen allows the system administrator to:

enable SSL for all CallPilot Server TCP/IP connections

toggle the voice block feature. Voice block prevents users from saving or forwarding voice messages to non-CallPilot recipients.

disable the "Remember password" checkbox

allow  WinNT/Win2000/WinXP users to install a fax driver without administrator privileges.


TCP/IP Ports

The TCP/IP Ports screen allows the system administrator to override the default ports for connecting to the CallPilot Server.

Unless directed by Nortel Networks support, all ports should be left unchanged.


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 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—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 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.

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.

Auto Refresh (F9)—Enable this option to automatically add callPilot messages to the Lotus Notes CallPilot view.

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

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 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.


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.


Partial support of Rules Wizard for Outlook 2000/2002/XP

The Desktop Messaging client now supports the ability to move/forward CallPilot messages outside of the CallPilot Message Store. In order for the rules to work, the user must:

Set the default location for new email to be delivered to the CallPilot Message Store.

Have Outlook and Desktop Messaging clients active.

Forward messages as attachments when sending CallPilot messages to other accounts.

To set the default location for new e-mail delivery to the CallPilot Message Store in Outlook 2000, perform the following steps:

1	Go to Tools and select Services. The Services dialog box appears.

2	Click on the Delivery tab.

3	In the Deliver new mail to the following location section, select the CallPilot Message Store.

4	Click OK.

To set the default location for new e-mail delivery to the CallPilot Message Store in Outlook 2002, perform the following steps:

1	Go to Tools and select E-mail Accounts. The E-mail Accounts dialog box appears.

2	Under the E-mail section, select the View or change existing e-mail account button.

3	Click Next and the E-mail Account selection dialog box will appear.

4	In the Deliver new mail to the following location section, select the CallPilot Message Store.

5	Click Finish.