Nortel Call Pilot Mini 150 Instructions Manual

							11
CallPilot Desktop Messaging Installation and Maintenance Guide
Chapter 2
Configuring your system for Desktop Messaging
Before you install Desktop Messaging
Before using Desktop Messaging:
 In CallPilot Manager, make sure that the number of Maximum Outcalling Channels is enough 
to accommodate the expected CallPilot telephone player use. The Outcalling Channels value 
controls the number of simultaneous channels that can be used for outcalling. For information 
on setting the outcalling channels, refer to the CallPilot Manager Set Up and Operation 
Guide.
 If you are installing Desktop Messaging for subscribers who use Outlook 98 or Outlook 2000, 
make sure their clients are set to the proper mode. For more information refer to “Software 
requirements” on page 8.
Desktop Messaging and data network security
Due to the complexity and diversity of network configurations, this guide does not cover data 
network security issues. Discuss security issues with a security specialist or data network 
administrator. 
						

							12    Chapter 2  Configuring your system for Desktop Messaging
P0991509 04
Configuring IMAP/LDAP/SMTP servers for Desktop Messaging
CallPilot supports IMAP/LDAP protocols, which let Desktop Messaging subscribers access their 
CallPilot mailboxes using Microsoft Outlook, Lotus Notes, Novell GroupWise, and selected 
third-party Internet mail clients: Microsoft Outlook Express, Netscape Messenger, and Qualcomm 
Eudora Pro.
Each type of Desktop client is configured and used slightly differently. To configure a specific 
Desktop client, refer to “Installing and configuring Desktop Messaging” on page 15.
Although you individually configure the Desktop clients, you configure CallPilot 150 and 
CallPilot Mini the same way for all the Desktop clients it supports. Follow the instructions in this 
chapter to configure the IMAP/LDAP/ SMTP servers.
IMAP
Internet Message Access Protocol (IMAP) lets a client access and use electronic mail messages on 
a server. These messages are stored on CallPilot 150 and CallPilot Mini.
IMAP lets subscribers check for messages from any location with an Internet connection. IMAP 
also lets subscribers access messages from multiple locations. IMAP is a method of accessing 
electronic mail or bulletin board messages that are kept on a shared mail server. IMAP lets a client 
email program access remote message stores as if they were local. For example, email stored on an 
IMAP server can be accessed from a computer at home, a workstation at the office, and a notebook 
computer while traveling, without the need to transfer messages or files between computers.
LDAP
Lightweight Directory Access Protocol (LDAP) is a set of protocols for accessing information 
directories. LDAP supports TCP/IP, which is necessary for any type of Internet access. LDAP lets 
a client search for and use information entries on a directory server, such as CallPilot 150 and 
CallPilot Mini. For example, a typical entry in the CallPilot directory contains attributes of a 
subscriber such as name, telephone number, and CallPilot mail address. Internet clients can use 
LDAP to query address book information from the CallPilot directory, perform address resolution, 
or search for specific subscribers, if this functionality is implemented by the Internet client.
SMTP
Simple Mail Transfer Protocol (SMTP) is a protocol for sending email messages between servers. 
Most email systems that send mail over the Internet use SMTP to send messages from one server 
to another. These messages can then be retrieved with an email client using IMAP. SMTP is also 
generally used to send messages from a mail client to a mail server. This is why you must specify 
both the IMAP server and the SMTP server when you configure your email application.
Since Voice Profile for Internet Mail (VPIM) Networking also uses SMTP, you do much of the 
configuration for IMAP in the same places you set up VPIM Networking. 
						

							Chapter 2  Configuring your system for Desktop Messaging    13
CallPilot Desktop Messaging Installation and Maintenance Guide
Configuring environments without a DNS
The Domain Name System (DNS) is an Internet service that translates domain names into IP 
addresses. Because domain names are alphabetic, they are easier for subscribers to remember. The 
Internet is based on IP addresses. Every time you use a domain name, therefore, a DNS must 
translate the name into the corresponding IP address. For example, the domain name 
www.example.com can translate to 198.105.232.4.
The DNS is, in fact, its own network. If one DNS server does not know how to translate a 
particular domain name, it asks another one, and so on, until the correct IP address is returned.
Desktop Messaging uses Domain Name resolution, which is provided by a DNS. If your network 
does not have a DNS, then you must configure Desktop Messaging to use IP addresses.
Configuring Desktop Messaging with IP address only
If you do not use DNS to resolve domain names, configure CallPilot 150 and CallPilot Mini and 
client computers to use an IP address only:
1Ensure no DNS servers are currently configured.
2Enter the host name on CallPilot 150 or CallPilot Mini.
3Configure computers running Desktop Messaging with the IP address of CallPilot 150 or 
CallPilot Mini. 
						

							14    Chapter 2  Configuring your system for Desktop Messaging
P0991509 04 
						

							15
CallPilot Desktop Messaging Installation and Maintenance Guide
Chapter 3
Installing and configuring Desktop Messaging
It takes approximately 10 minutes to install CallPilot Desktop Messaging. Depending on the 
subscribers’ expertise, you can ask them to install Desktop Messaging on their computer.
Installation information
Before you install CallPilot Desktop Messaging on a subscriber’s computer:
 Make sure the subscriber’s computer has the correct hardware and software requirements. 
Refer to “Hardware requirements” on page 7 and “Software requirements” on page 8.
 If the subscriber has version 1.06 or earlier of Desktop Messaging, you must uninstall the 
earlier version before you do the installation procedure.
Refer to “Uninstalling an earlier version of Desktop Messaging” on page 16.
 Ensure that the microphones, speakers, and sound cards that are connected to the subscriber’s 
computer are configured. Refer to the manufacturer’s documentation.
 Have this information available:
— the fully qualified domain name (FQDN) of CallPilot 150 or CallPilot Mini, or the IP 
address, if you do not have a DNS
— the SMTP/VPIM prefix of CallPilot 150 or CallPilot Mini. If you use Message 
Networking, include this prefix.
— the subscriber’s mailbox number
Note: If the subscriber uses Novell GroupWise they must have Windows Messaging 4.0 
installed on their computer. This is normally the case when Windows is installed on a 
computer. However, if Windows Messaging 4.0 is not installed, the GroupWise 
installation gives you these options:
 Install the complete Windows Messaging system.
 Leave Windows Messaging as is.
Install the Complete Windows Messaging system even if Windows Messaging is already 
installed. This ensures that the GroupWise option is available during Desktop Messaging 
installation. 
						

							16    Chapter 3  Installing and configuring Desktop Messaging
P0991509 04
Uninstalling an earlier version of Desktop Messaging
If the subscriber has Desktop Messaging 1.06 or earlier on their computer, uninstall it before you 
do the installation procedure.
To uninstall a previous version of Desktop Messaging
1Quit any open applications, including the Desktop Messaging installation program.
If you use Microsoft Outlook, it can take an additional minute or two for the mail services to 
shut down.
2Click the Windows Start button, point to Programs, point to Nortel Networks CallPilot 
Desktop Messaging and click Uninstall CallPilot Desktop Messaging for the specific email 
client. The Uninstall window appears.
3Click the Uninstall NOW! button.
4If a message appears that asks if you want to delete any files beginning with the letters nb, nm, 
or ns, click the Yes button.
5If you are uninstalling Desktop Messaging for Lotus Notes, you must enter your Lotus Notes 
password before the uninstall process continues.
If you are Installing Desktop Messaging for Outlook and GroupWise
If you want to install Desktop Messaging for both Microsoft Outlook and Novell GroupWise on 
the same computer, you must install each client separately.
1The first time you install Desktop Messaging, select the Outlook email client only, and when 
you reach the Additional Options screen, select Update default mail profile.
2Install Desktop Messaging a second time, and this time select the Novell GroupWise email 
client only. When you reach the Additional Options screen, select Update default mail 
profile.
Setting up Microsoft Outlook 2000 in Corporate mode
If the subscriber is using Microsoft Outlook 200 as an integrated client that runs with a corporate 
email server, before you install Desktop Messaging, make sure the subscriber is in Corporate 
mode.
1Start Outlook 2000 on the subscriber’s computer.
2On the To o l s menu click Options.
The Options dialog box appears.
3Click the Mail Services tab.
4Click the Reconfigure Mail Support button.
The Email Service Options wizard appears.
5Make sure that Corporate or Workgroup is selected.
If it is not already selected, select it and complete the rest of the wizard.
Note: If the subscriber uses Outlook 98, refer to the Knowledge Base at the Microsoft 
website for information about configuring Outlook 98 in Corporate mode. 
						

							Chapter 3  Installing and configuring Desktop Messaging    17
CallPilot Desktop Messaging Installation and Maintenance Guide
Installing Desktop Messaging
You install Desktop Messaging from the CallPilot 150/CallPilot Mini Documentation and Client 
Software CD.
To install Desktop Messaging
1Load the CallPilot Mini/CallPilot 150 CD in the CD-ROM drive of your computer.
2Double-click the CD folder and double-click the Optional Software folder.
3Double-click the Desktop Messaging folder.
4Double-click the setup.exe icon.
The setup program starts and the Welcome window appears.
5Click the Next button.
The Select Type of E-Mail Client screen appears. 
						

							18    Chapter 3  Installing and configuring Desktop Messaging
P0991509 04
6Select the check boxes for the email clients that you use.
Internet Mail clients include Microsoft Outlook Express, Microsoft Outlook in Internet mail 
mode, Netscape Messenger, and Qualcomm Eudora Pro.
7Click the Next button.
The Language selection screen appears.
8From the Language list box, select the language you want to use.
Notes:
 If you want to install Outlook and GroupWise on the same computer, you must 
follow the procedure “If you are Installing Desktop Messaging for Outlook and 
GroupWise” on page 16.
 If you are using Outlook in Internet Mail mode (rather than Corporate mode), 
clear the Microsoft Exchange/Outlook option. After you install Desktop 
Messaging, go to “Configuring Outlook Express or Outlook in Internet Mail 
mode” on page 31. 
						

							Chapter 3  Installing and configuring Desktop Messaging    19
CallPilot Desktop Messaging Installation and Maintenance Guide
9Click the Next button.
The Select Destination Folder screen appears.
10Click the Next button to accept the default directory, or click the Browse button if you want to 
locate other destination folders, and select the folder you want to install Desktop Messaging 
in.
Nortel Networks recommends that you install Desktop Messaging in the default folder.
11Click the Next button.
The CallPilot Mailbox Number screen appears.
12Enter the subscriber’s mailbox number. The mailbox number is usually the subscriber’s 
extension number. 
						

							20    Chapter 3  Installing and configuring Desktop Messaging
P0991509 04
13Click the Next button.
The CallPilot Server Settings screen appears.
14In the Server Name or IP Address box type the FQDN or IP address of the CallPilot Mini or 
CallPilot 150 system.
15In the SMTP/VPIM prefix box type the SMTP/VPIM prefix of the CallPilot subscriber’s 
address. If CallPilot Networking is not enabled, leave this box blank, otherwise enter the value 
from the Local Prefix field of the Digital Networking Properties page in CallPilot Manager.
16Do not change the information in the Search base box.
17Click the Next button.
The Ready to Install! window appears.
Note: The Fax Printer option is not available on CallPilot 150 or CallPilot Mini.