Nortel Call Pilot Mini 150 Instructions Manual

							Chapter 3  Installing and configuring Desktop Messaging    21
CallPilot Desktop Messaging Installation and Maintenance Guide
If you are installing Desktop Messaging for Lotus Notes, you must enter your Lotus Notes 
password before the installation process continues. The Desktop Messaging installation program 
tries to detect Lotus Notes by searching for the notes.ini file on the hard drive. If the file is not 
found, the Lotus Notes option is disabled during installation. If the 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:
1Quit the Desktop Messaging installation program.
2Click the Start button and click Run.
The Run dialog box appears.
3In the Open box type setup.exe /ld.
4Restart the Desktop Messaging installation program.
If you are installing Desktop Messaging on a Windows NT or a Windows 2000 system, a 
message appears that prompts you to enter your user name and password.
5Click the Next button.
The installation progress bar appears and indicates that files are being copied.
6Click the Finish button to complete the installation. 
						

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After you install Desktop Messaging
After you install Desktop Messaging:
 Set the default email client.
 Configure access to Desktop Messaging on subscribers’ computers
 Set the Timezone and Daylight Savings Time setting in CallPilot Manager
To set the default email client
1Click the Windows Start button, point to Settings and click Control Panel.
The Control Panel window appears.
2Double click the Internet Options icon.
The Internet Properties window appears.
3Click the Programs tab.
4In the E-mail list box, make sure the client that is displayed is the e-mail client you are using. 
If another email client is displayed, select the correct email client from the E-mail list box and 
click the OK button.
To configure access to Desktop Messaging on subscribers’ 
computers
On each subscriber computer:
1Start Desktop Messaging for the first time on the client computer.|
The Desktop Messaging Logon page appears.
2In the Server box type the IP address.
3In the Password and Mailbox boxes, enter the subscriber’s password and mailbox numbers. 
The email client opens.
To set the Timezone and Daylight Savings Time settings
1Start CallPilot Manager. For information about logging onto CallPilot Manager, refer to the 
CallPilot Manager Set Up and Operation Guide.
2Click the Configuration heading.
3Click the System Properties link.
The System Properties page appears.
4Select the timezone you are in from the Timezone list box. The timezone controls the deliver 
and receive settings for Desktop Messaging.
5Select the Daylight Savings Time check box at the start of Daylight Savings Time. When 
Daylight Savings Time ends, clear the check box. This setting ensures that the message times 
for Desktop Messaging are correct.
6Click the Submit button. 
						

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CallPilot Desktop Messaging Installation and Maintenance Guide
Configuring Outlook 2002
Outlook 2002 handles mail accounts differently than previous versions of Outlook. This section 
describes how to configure the Desktop Messaging options for Outlook 2002.
To set Desktop Messaging options
1In Outlook, on the Tools menu, click E-mail Accounts.
The E-mail Accounts wizard appears.
2Choose View or change existing e-mail accounts, and then click Next.
3In the e-mail account list, choose CallPilot Desktop Messaging, and then click Change.
The Desktop Messaging options dialog box appears.
4Make changes to Desktop Messaging settings, as required, and then click the OK button.
5Click Finish to exit the E-mail Accounts wizard.
Using Outlook 2002 as an Internet mail client
In Outlook 2002, Corporate mode and Internet Mail do not exist. Instead, the subscriber can 
manage all Exchange server, IMAP and POP server, and Web-based e-mail accounts from the 
same interface.
This section describes how to configure Outlook 2002 as an Internet mail client that works with 
Desktop Messaging for Internet Mail clients.
If the subscriber uses Desktop Messaging with an Exchange Server, you should install Desktop 
Messaging for Outlook on their computer. The Desktop Messaging installation program 
automatically configures Outlook with the required settings.
To define the CallPilot mailbox settings
1In Outlook, on the Tools menu click E-mail Accounts.
The E-mail Accounts wizard appears.
2Select Add-a new e-mail account, and then click Next.
The E-mail Servers page appears.
3Select IMAP, and then click Next.
The Internet E-mail Settings (IMAP) page appears.
4Specify the settings for the subscriber’s CallPilot mailbox.
User Information—Type the subscriber’s name and CallPilot address in the boxes.
Enter the address in the form:
@
Logon Information—Type the subscriber’s CallPilot mailbox number and password in 
the boxes. 
						

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 Do not select the Log on using Secure Password Authentication (SPA) check box.
Server Information—Enter the CallPilot fully qualified domain name (FQDN) for both 
the incoming and outgoing servers.
5Click Next.
A message appears that confirms the changes.
6Click Finish.
To configure access to the CallPilot Address Book
1In Outlook, on the Tools menu click E-mail Accounts.
The E-mail Accounts wizard appears.
2Select Add a new directory or address book, and then click Next.
3Select Internet Directory Service (LDAP) and then click Next.
4In the Server Name box, type the CallPilot FQDN.
5Click Next.
A message appears that confirms the changes.
6Click Finish.
To configure text formatting
1In Outlook, on the Tools menu click Options.
2Click the Mail Format tab.
3In the Message Format section, select Plain Text.
4Click OK. 
						

							Chapter 3  Installing and configuring Desktop Messaging    25
CallPilot Desktop Messaging Installation and Maintenance Guide
Configuring Novell GroupWise
This section is an overview of how GroupWise is integrated with CallPilot. For information on 
how to use GroupWise to address, compose, open, delete, and perform other CallPilot operations, 
refer to the CallPilot Mini/150 Desktop Messaging Quick Reference Guide or the online Help.
Removing the CallPilot Message Store
When you install Desktop Messaging on the computer of a subscriber who uses GroupWise, the 
folder is added to the subscriber’s GroupWise mailbox.
You or the subscriber can use this procedure to remove the CallPilot Message Store from 
GroupWise.
To remove the CallPilot Message Store
1Click the Windows Start button, point to Settings and click Control Panel.
The Control Panel window appears.
2Click the Add/Remove Programs icon.
The Add/Remove Programs Properties dialog box appears.
3In the list select CallPilot Desktop Messaging for Novell GroupWise.
4Click the OK button.
Configuring GroupWise for Desktop Messaging
1Start GroupWise.
2On the Tools menu click CallPilot, point to CallPilot Configuration, and click CallPilot 
Configuration Menu.
The CallPilot Desktop Messaging dialog box appears.
3In the Server box enter the CallPilot 150 or CallPilot Mini system name or IP Address.
4In the SMTP/VPIM prefix box enter the SMTP/VPIM prefix of the subscriber’s address. If 
the Network Messaging option is not enabled leave this box blank. If Network Messaging is 
installed, enter the value in CallPilot Manager, in the Digital Networking Properties page, in 
the Local Prefix box.
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. 
						

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5In the Mailbox box, enter the subscriber’s mailbox number.
6At Check for new messages (Automatically/Manually), if the subscriber uses ISDN or dialup, 
select Manually. This option saves on toll charges by not continuously checking for new 
messages on CallPilot 150 or CallPilot Mini.
7Select Include original message header when forwarding or replying. This adds header 
information to each forward or reply, so that Desktop Messaging messages are consistent with 
other email messages. Subscribers can disable this feature if they wish to.
8Select the Remember password check box if the subscriber does not want to enter their 
password each time they log on.
9Click the Address Book tab.
10In the Path box enter the location of the local CallPilot address book.
11From the Order list box, select the order in which you want the names to be displayed in the 
address book.
12Select the Remind me to download address book every __ day(s) if subscribers want to 
download addresses automatically from the system. The default is every 20 days. Subscribers 
can change the number of days, if they want to. If subscribers do not want to download the 
address book, do not select this check box.
13If you want to download the address book now, click the Download now button. Subscribers 
can click this button whenever they want to download the address book.
14Click the Apply button.
15Click the Audio tab.
16Select the Choose audio device before each audio session check box if the subscriber does 
not use either the telephone or computer to listen to their messages on a regular basis.
17Click the Download file before playing check box if the subscriber wants to download 
messages before they play them. After the message downloads, the subscriber can play the 
message additional times without delay, and use GroupWise to forward it to another CallPilot 
subscriber.
18From the Audio device setting, select either Computer or Telephone as the playback and 
recording device. If you select Telephone, enter a telephone number and click Add. All 
telephone numbers are stored, which is useful if the subscriber listens to or records messages 
from multiple locations.
19Click the Apply button.
20Click the Volume Control tab.
21Select the default speaker and microphone volumes from this tab. The microphone level can 
be changed only from this dialog box. The subscriber can change the volume level and the 
volume control on the player from this dialog box. The selected volume level is used for future 
player sessions.
22Click OK to save your changes and close the dialog box. 
						

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CallPilot Desktop Messaging Installation and Maintenance Guide
Configuring Lotus Notes
Updating the Mail database
In Lotus Notes, the Mail database design determines which messages appear in the Notes message 
list. There are two ways to update the database design for Desktop Messaging:
automatic update: this updates the database automatically when you install Desktop 
Messaging (recommended).
manual update: you or the subscriber must update the database manually after you install 
Desktop Messaging.
We recommend the automatic update option. It provides the optimal configuration for message 
storage, is compatible with customized database designs, and does not require any manual updates 
to the database design.
Updating the database automatically
To automatically update the Mail database, select the Update Lotus Notes Databases option when 
you install Desktop Messaging. When the installation is complete, Desktop Messaging is ready to 
use and does not require any manual changes to the Mail database.
When you use this update method, Lotus Notes stores CallPilot messages in a separate folder. This 
configuration lets users easily prioritize CallPilot messages since they are not mixed with other 
e-mail messages.
Updating the database manually
You should update the database design manually only if:
 the subscriber wants CallPilot messages stored in the same Inbox as their Lotus Notes e-mail 
messages
 the subscriber’s database design has not been customized, and the subscriber does not intend 
to customize the database design in the future
 you are familiar with modifying Lotus Notes database design
To perform a manual update, you must replace the current database design using a CallPilot 
template. Replacement of the database design removes any customization in the current database 
design.
To update the Mail database design manually
1Start Lotus Notes.
2On the Help menu select About Notes Desktop.
Make a note of the version of Lotus Notes.
3Click the Mail database. The Mail database has the subscriber’s name and the envelope icon. 
						

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4On the File menu, click Database, and then click Replace Design.
The Replace Database Design dialog box appears.
5Select Template Server.
The Template Server window appears.
6Select Local, and then click OK.
7Select the Show advanced templates check box.
8From the list box, select the version of CallPilot Mail for the version of Lotus Notes that you 
use.
9Click Replace.
A message appears that asks you to confirm your request to change the database view.
10Click Yes.
Setting up the CallPilot Address Book on the Lotus Notes server
If you want users to access the address book from the Notes server, you must set it up for them. To 
set up a copy of the CallPilot address book on the Notes server, you install an empty Lotus Notes 
database (callpilot.nsf) on the server and fill the database with the CallPilot address book 
information.
Update the address book on the Notes server regularly to ensure that the address information is 
accurate. Alternatively, you can set up the Lotus Notes server to automatically update the CallPilot 
address book using the automatic update utility.
To install the CallPilot database
1Insert the CallPilot Desktop CD in the Lotus Notes server CD-ROM drive.
2From the Server directory, run setup.exe.
An empty Lotus Notes database file, called callpilot.nsf, is created.
To adding the CallPilot database to the Lotus Notes workspace
1From the Lotus Notes server, click File, point to Database and click Open.
The Open Database dialog box appears.
2From the Server Workspace, open a Lotus Notes database.
Note: Make sure that you open the database from the Server 
Workspace, not the Local Workspace. 
						

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CallPilot Desktop Messaging Installation and Maintenance Guide
3Click the Browse button to locate the callpilot.nsf file in the notes/data directory.
4Select the callpilot. nsf file and click the Select button.
5Click Add Icon to add the icon to the Server Workspace.
The new icon appears on the Lotus Notes server workspace.
6Double-click the icon to open the address book.
7On the View menu, select CallPilot (People).
8On the Actions menu, click Download CallPilot Address Book.
To download the address book, you must have the Lotus Notes server administrative 
password. Contact your Information Systems administrator if you do not have the password.
9If the Download CallPilot Address Book command is not available on the Actions menu:
aIn Designer mode, open the callpilot.nsf file.
bOn the Actions menu, click Download CallPilot Address Book.
cOn the Edit menu, click Properties.
The Properties dialog box appears.
dMake sure that the Hide Action if Formula is True check box is cleared.
eClose the Properties dialog box. 
						

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Setting up the CallPilot Address Book Automatic update
You can configure the Automatic update utility as a scheduled task to update the CallPilot address 
book stored on the Lotus Notes server.
To set up the Automatic update utility
1Run the CallPilot server installation, if it has not already been run.
2Update the CallPilot address book manually to make sure that there are no conflicts. To 
manually download the CallPilot Address Book refer to procedure on page “To update the 
Mail database design manually” on page 27.
3Open the CallPilot Address Book.
4Navigate to the Folders and Views/Servers/Program folder.
5Select the Program folder and click Add Program.
The Program view appears.
6In the Program name box, type nmlnadbk.exe.
7Make sure that the Command line box is empty.
8Set Enabled/disabled to Enabled.
9Select the time and frequency that you want the update utility to run.
10Click the Save button, and close the dialog box.
Lotus Notes updates the address book based on the schedule you specified.