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Part No. P0607187 0 2 18 Septem ber 20 03 CallPilot 100/150 Desktop Messaging Installation and Maintenance Guide Return to Menu.
2 P0607 187 02 CallPilot 100/150 Desktop Messaging Installation an d Maintenance Guide Copy right © 2003 Nortel Netw ork s All right s reserved. 2003.
3 CallPilot De skto p Mess aging Installa tion an d Main tenanc e Guide Contents Chapter 1 Requirements f or installing Desktop Messa ging . . . . . . . . . . . . . . . . . . . . . 7 About Cal lPilot Desk top Mess aging . . . . . . . . . . . . . . . .
4 Contents P0607 187 02 Configur in g Lotus Not es . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Updating th e Mail da tabase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents 5 CallPilot De skto p Mess aging Installa tion an d Main tenanc e Guide In sent me ssag es digits or sy mbols appea r instea d of la nguage-s pecific sym bols 56 Message s remain i n the subs cr iber’ s Outbox . . . . . . . . . . . . . . . .
6 Contents P0607 187 02.
7 CallPi lot Des ktop M essagi ng Inst allati on and Maintenan ce G uide Chapter 1 Requirements for installing Desktop Messaging About CallPilot Desktop Messaging With Call Pilot Desk top Messaging from s ubscri bers can a ccess their Cal lPilot mai lbox f rom the ir personal compute r.
8 Chapter 1 Requ irement s for install ing Desk top Messa ging P060718 7 02 Softwa re re quirement s Integrated c lients Integr ated c lients r un with a corpo rate email serv er.
Chapt er 1 Requ ireme nts for i nstalli ng Desktop M essagin g 9 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Where to g et help USA and Canada Authorized Distributors - ITAS Technical Support Telephone: 1-800-4NORTEL ( 1-800-466- 7835) If you al ready hav e a PIN Code , you can ent er Expres s Routi ng Code (ERC) 19 6#.
10 Cha pter 1 Require ments for install ing Desktop Messagi ng P060718 7 02.
11 CallPi lot Des ktop M essagi ng Inst allati on and Maintenan ce G uide Chapter 2 Configuring y our system for Desktop Messa ging Bef ore y ou install Desk top Messaging Before i nstal ling and u si.
12 Cha pter 2 Config uring y our sy stem for Deskto p Mes saging P060718 7 02 Configuring IMAP/LD AP/SMTP ser vers f or Desktop Messaging CallPil ot supp orts IM AP/LDAP protocol s, whic h let Deskt o.
Chapter 2 Configu ring your s ystem for Desktop Mess aging 13 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Configuring en vironments without a DNS The D oma in Na me Syste m (D NS ) is a n Inte rne t ser vice tha t tra nslat es d om ain na me s in to IP addre sse s.
14 Cha pter 2 Config uring y our sy stem for Deskto p Mes saging P060718 7 02.
15 CallPi lot Des ktop M essagi ng Inst allati on and Maintenan ce G uide Chapter 3 Install in g and config uring Deskto p Messaging It tak es approxi mately 10 minute s to i nstall Ca llPil ot Desk top Messa ging. Depend ing on the subscri bers’ exp ertise, you can a sk them to i nstal l Desktop Me ssagin g on their computer.
16 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Uninstalling an ear lier vers ion of Desktop Mes saging If the subscribe r has De sktop Messag ing 1.06 or ear lier on t heir comput er, un install it be fore you do th e instal lati on procedur e.
Chapter 3 Installi ng and confi guring De sktop Mess aging 17 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Installing Desktop Messagi ng You insta ll Deskto p M essagi ng from the CallPilot 100/1 50 Document ation and Client Software CD.
18 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Installi ng Desktop Messaging versi on 2.0 1 Load the Ca llPilot 100/ 150 CD in the CD-ROM drive of your computer. 2 Double -click t he CD fol der and double -click t he Optional Softwar e fo lde r .
Chapter 3 Installi ng and confi guring De sktop Mess aging 19 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 8 Click th e Next bu tton.
20 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 11 Select the che ck boxes for t he email client s that you use . Intern et Ma il clie nts in clude Mi crosof t Outlook Ex press, Microso ft Outl ook in Internet mail mode, Netsc ape Messe nger, an d Qualcomm Eu dora Pro.
Chapter 3 Installi ng and confi guring De sktop Mess aging 21 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 15 Click th e Next bu tton. The C allP ilot Mail box N umb er sc ree n app ears . 16 Enter t he subsc riber’s mailbox numbe r.
22 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 19 Click th e Next bu tton. The R eady to In sta ll! wi ndo w ap pea rs. We reco mm end yo u le ave the U pdate def aul t mail profil e box se lect ed.
Chapter 3 Installi ng and confi guring De sktop Mess aging 23 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 20 Click th e Next bu tton. The inst allat ion pr ogress ba r appea rs and indica tes that files are being copi ed. 21 Click th e Finis h butto n to c ompl ete the i nst alla tion.
24 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Installing Desktop Messag ing versi on 1.07 1 Load the Ca llPilot 100/ 150 CD in the CD-ROM drive of your computer. 2 Double -click t he CD fol der and double-cl ick t he Optional Softwar e fo lde r .
Chapter 3 Installi ng and confi guring De sktop Mess aging 25 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 7 Select the che ck boxes for t he email client s that you use .
26 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 10 Click th e Next bu tton. The S ele ct Des tin atio n F older scre en app ears .
Chapter 3 Installi ng and confi guring De sktop Mess aging 27 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 14 Click th e Next bu tton. The C all Pilot Ser ver Sett ing s scre en a ppe ars . 15 In the Server Name or IP Ad dress box t ype the FQDN o r IP a ddress of the Ca llPilo t 100/15 0 system .
28 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 If you ar e instal ling Desktop Messagin g for Lotus Notes, you must ente r your Lotus Not es passwo rd before the i nstal lati on process conti nues. The Desktop Messagi ng inst allati on progr am tries t o de tec t Lo tus N otes by se arch ing for the notes .
Chapter 3 Installi ng and confi guring De sktop Mess aging 29 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide After you install Desktop Messaging After yo u inst all Des ktop Messagi ng: • Set the defau lt em ail c lien t.
30 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Conf igu rin g Out look 2002 Outlook 20 02 handl es mail accounts diffe rently t han pr evious versions of Outl ook. This section descri bes how t o configur e the De sktop Mes saging opt ions f or Outl ook 2002 .
Chapter 3 Installi ng and confi guring De sktop Mess aging 31 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide • Do not selec t the Lo g on using Sec ure Pass word Authent ication ( SPA) check box.
32 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Conf igu rin g Nove ll Gr oupWise This sect ion is an over vie w of how G ro upW ise i s int egr ate d wi th Ca llPi lot .
Chapter 3 Installi ng and confi guring De sktop Mess aging 33 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 5 In the Mailbox box, enter the su bscriber ’s mailbox number. 6 At Check for new messages (Auto maticall y/Manual ly), if the subscri ber uses ISDN or dialup, sel ect M anually .
34 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Configuring Lotus Not es Updating the Mail database In Lo tus Note s, th e Ma il d ataba se d esi gn de term ine s wh ich m es sages ap pea r in the N ote s mes sag e list.
Chapter 3 Installi ng and confi guring De sktop Mess aging 35 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 4 On the File men u, click Dat abase , and t hen cl ick Replace Design . The Replac e Datab ase Design d ialog box appears .
36 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Configuring Int ernet Mail clients CallPil ot Desk top Messa ging su pports these Interne t mail c lients: • Outlook Exp r.
Chapter 3 Installi ng and confi guring De sktop Mess aging 37 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 6 In the E-mail addr ess box ty pe th e sub scr iber ’s C all Pilot add ress in t he for m <SMTP/VPIM pref ix><mai lbox nu mber>@<l ocal CallP ilot 100/150 sys tem>.
38 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Configuring an LDAP directory service for Outlook Express or Outlook 1 Start Out look. 2 On the Tools menu , clic k Accounts . The Inte rnet Ac counts screen app ears. 3 Click th e Direc tory Servi ce tab.
Chapter 3 Installi ng and confi guring De sktop Mess aging 39 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Configuring special settings for Outlook Express or Outl ook in Intern et Mail mode 1 Select the se tting s for the type of Outloo k the subsc riber uses.
40 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Configuring Netscape Me ssenger 4.x If the subscr iber uses Netsca pe Messenger versi on 4.x as their I ntern et Mail clie nt, use the se procedur es. If the subsc riber uses Ne tscape Mess enger 6 .
Chapter 3 Installi ng and confi guring De sktop Mess aging 41 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 12 From When I delete a message , se lect Mark it a s dele ted . 13 Select the Clean up (“Expung e”) Inbox on e xit check box.
42 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 Configuring an LDAP dir ectory serv ice for Nets cape Messenger 1 Start Ne tscape Messenge r. 2 On the Communica tor menu, selec t Address Book . The Addres s Book scr een appea rs.
Chapter 3 Installi ng and confi guring De sktop Mess aging 43 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Configuring Netscape Me sseng er 6.2 If the subscr iber uses Netsca pe Messenger versi on 6.2 as their I ntern et Mail clie nt, use the se procedur es.
44 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 12 Click th e Next b utton. The Account Name page appears. 13 T ype a nam e fo r the C allP ilot m ai lbox t o help the subsc rib er to iden tify it in Netsc ape Ma il. 14 Click th e Next b utton.
Chapter 3 Installi ng and confi guring De sktop Mess aging 45 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Conf igurin g Eudora Pro To change a ny part of th is confi gurati on after it i s complete , on the To ols menu click Opti ons to display the configurat ion sc reens.
46 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02 12 Click th e Next bu tton with out entering a l ocation p refix . The New Account Wizard - Outgoing E-Mail Se rver scr een app ears.
Chapter 3 Installi ng and confi guring De sktop Mess aging 47 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Configuring an LDAP directory service for Eudor a Pro 1 Start Eu dora Pr o. 2 On the Tools menu clic k Dire cto ry S erv ice s .
48 Cha pter 3 Insta lling and configur ing Deskto p Messag ing P060718 7 02.
49 CallPi lot Des ktop M essagi ng Inst allati on and Maintenan ce G uide Chapter 4 Troubl eshooti ng This chap ter i s about : • Troubles hootin g during i nstal lati on • Troubles hootin g log o.
50 Cha pter 4 Tr oublesho oting P060718 7 02 Microsoft Outlook default mail client You see t he er ror mes sage when you install Deskt op Messag ing: “Ei ther Outlook is no t the default mail clie nt o r ther e is n o d efau lt ma il cl ien t to f ulfil l the cur ren t req uest .
Chapter 4 Trou bleshooti ng 51 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 4 From Update Call Pilo t Ma il dat abas es , select Add CallPi lot c omponents or R emove Call Pilot com pon ents . 5 Click OK . 6 From the Se lect d atabase (s) dial og box, s elect one or a gr oup of mai l file s to upd ate.
52 Cha pter 4 Tr oublesho oting P060718 7 02 Troubleshoo ting lo g on problem s Invalid cre dentials The subsc riber sees messa ges suc h as “I nvalid cr edenti als.
Chapter 4 Trou bleshooti ng 53 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Troubleshoo ting Outlook 2002 p roblems These ar e is sues with how Desktop Mes saging works with Out look 2002. The se i ssues should be resolve d with a futur e Outlook s ervic e releas e patc h from Mic rosoft.
54 Cha pter 4 Tr oublesho oting P060718 7 02 Troubleshoo ting L otus Notes lo g on problem s When Desktop M essagin g is inst alle d, Deskto p Messaging a ppears under Folders and View s.
Chapter 4 Trou bleshooti ng 55 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide 6 Make s ure th at: • the Inhe rit f uture des ign ch anges c heck box is sel ected • Hid e fo rmul as a nd Lo tus Scr ipt is n ot s ele cted 7 Select CallPil ot Ma il (R5.
56 Cha pter 4 Tr oublesho oting P060718 7 02 Troubleshoo ting after log ging o n The CallPilot address book i s empty Lotus Note s subsc ribers mus t log on to CallP ilot b efore they can do wnload the addres s book. 1 Make sure t hat your Add ress Boo k—People (CallPil ot) win dow is the a ctive win dow.
Chapter 4 Trou bleshooti ng 57 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Messa ges remain in the subscriber’ s Outb o x On Microsof t Outlook, mess ages re main in t he mail cli ent outbox ( not the CallPilo t Message Store outbox).
58 Cha pter 4 Tr oublesho oting P060718 7 02 • Ask th e subscri ber to check that thei r mailbox i s not full. If their mailbox i s full , they cann ot send messa ges unt il some messages ar e del eted. • Ask th e subscri ber to check th e form at of the message addres s.
Chapter 4 Trou bleshooti ng 59 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide "Unknown" appears in the Sender field In some mess ages, t he subscr iber s ees a name or phone n umber in the Sender fiel d. In other messages, the subscriber sees “ Unknown.
60 Cha pter 4 Tr oublesho oting P060718 7 02 Messa ges no longer on server The subsc riber receives the e rror me ssage: “Thi s messa ge coul d not be found o n the s erver. Messages mus t exi st on the s erver in order to be pl ayed vi a the te lephone .
Chapter 4 Trou bleshooti ng 61 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide A subscriber w ho fo rwar ds or replies to a v oice message in Outlook Express rece ives non-del i.
62 Cha pter 4 Tr oublesho oting P060718 7 02 Accessing D esktop Messa ging online Help Desktop Mess aging f or Microsof t Outlook, No vell GroupW i se, and Lot us Notes p rovid es sta ndard Help. To access online Help From Micros oft Outloo k: • From your I nbox , on the Hel p menu, sele ct CallP ilot D esk top Me ssagi ng H elp .
Chapter 4 Trou bleshooti ng 63 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide Using Desktop Messaging Support Too ls Resetting the Cal lPilot message store for Microsoft Outlook This fea ture i s avail able on ly for subscr ibers who u se Microsoft Ou tlook.
64 Cha pter 4 Tr oublesho oting P060718 7 02 Using CPTrace You can use CPTrace to col lect inf ormati on about pr oblems wi th one o f the desk top cl ients that CallPil ot run s on. You save this i nformati on to a log fi le that you can a nalyze to deter mine the cause of the pr oblem.
Chapter 4 Trou bleshooti ng 65 CallPilot D eskto p Messag ing Ins tall ation a nd Mainten ance G uide CP Trace settings The CPTrace sett ings are stor ed in the Wind ows reg istry.
66 Cha pter 4 Tr oublesho oting P060718 7 02.
CallPi lot Des ktop M essagi ng Inst allati on and Maintenan ce G uide 67 Index A Accessing Help 62 C CallPilot Ad dress Book setting up in Outlook (Internet mail mode) 31 settin g up in Outlook Expre.
68 Index P0607 187 02 Lotus Notes conf igur ing 34 error message 50 M Message waiting ind icator 60 Micr osof t Outlook (Internet mail mode) 8 Outlook Express 8 Microsoft Outlook (Interne t mail mode).
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