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Desktop Messaging and My Callpilot Installation and Administration Nortel CallPilot Desktop Messaging and My CallPilot Installation and Administration NN44200-305 . Document status: Standard Document version: 01.10 Document date: 27 January 2010 Copyright © 2007–2010 , Nortel Networks All Rights Reserved. Sourced in Canada The information in this document is subject to change without notice. The statements, configurations, technical data, and recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty. Users must take full responsibility for their applications of any products specified in this document. The information in this document is proprietary to Nortel Networks. The process of transmitting data and call messaging between the CallPilot server and the switch or system is proprietary to Nortel Networks. Any other use of the data and the transmission process is a violation of the user license unless specifically authorized in writing by Nortel Networks prior to such use. Violations of the license by alternative usage of any portion of this process or the related hardware constitutes grounds for an immediate termination of the license and Nortel Networks reserves the right to seek all allowable remedies for such breach. Trademarks *Nortel, the Nortel logo, the Globemark, and Unified Networks, BNR, CallPilot, DMS, DMS-100, DMS-250, DMS-MTX, DMS-SCP, DPN, Dualmode, Helmsman, IVR, MAP, Meridian, Meridian 1, Meridian Link, Meridian Mail, Norstar, SL-1, SL-100, Succession, Supernode, Symposium, Telesis, and Unity are trademarks of Nortel Networks. 3COM is a trademark of 3Com Corporation. ADOBE is a trademark of Adobe Systems Incorporated. ATLAS is a trademark of Quantum Corporation. BLACKBERRY is a trademark of Research in Motion Limited. CRYSTAL REPORTS is a trademark of Seagate Software Inc. EUDORA and QUALCOMM are trademarks of Qualcomm, Inc. ETRUST and INOCULATEIT are trademarks of Computer Associates Think Inc. DIRECTX, EXCHANGE.NET, FRONTPAGE, INTERNET EXPLORER, LINKEXCHANGE, MICROSOFT, MICROSOFT EXCHANGE SERVER, MS-DOS, NETMEETING, OUTLOOK, POWERPOINT, VISUAL STUDIO, WINDOWS, WINDOWS MEDIA, WINDOWS NT, and WINDOWS SERVER are trademarks of Microsoft Corporation. GROUPWISE and NOVELL are trademarks of Novell Inc. INTEL is a trademark of Intel Corporation. LOGITECH is a trademark of Logitech, Inc. MCAFEE and NETSHIELD are trademarks of McAfee Associates, Inc. MYLEX is a trademark of Mylex Corporation. NETSCAPE COMMUNICATOR is a trademark of Netscape Communications Corporation. NOTES is a trademark of Lotus Development Corporation. NORTON ANTIVIRUS and PCANYWHERE are trademarks of Symantec Corporation. QUICKTIME is a trademark of Apple Computer, Inc. RADISYS is a trademark of Radisys Corporation. ROLM is a trademark of Siemens ROLM Communications Inc. SLR4, SLR5, and TANDBERG are trademarks of Tandberg Data ASA. SONY is a trademark of Sony Corporation. SYBASE is a trademark of Sybase, Inc. TEAC is a trademark of TEAC Corporation. US ROBOTICS, the US ROBOTICS logo, and SPORTSTER are trademarks of US Robotics. WINZIP is a trademark of Nico Mark Computing, Inc. XEON is a trademark of Intel, Inc. All other trademarks and registered trademarks are the property of their respective owners. 5 Publication History January 2010 CallPilot 5.0. Standard 01.10 of the Desktop Messaging and My CallPilot Installation and Administration guide is up-issued to include the 1006r server. August 2009 CallPilot 5.0. Standard 01.09 of the Desktop Messaging and My CallPilot Installation and Administration guide is updated to update Messaging server compatibility. July 2009 CallPilot 5.0. Standard 01.08 of the Desktop Messaging and My CallPilot Installation and Administration guide is updated to update sections Creating a customized installer and Microsoft Outlook issues. May 2009 CallPilot 5.0. Standard 01.07 of the Desktop Messaging and My CallPilot Installation and Administration guide is updated to incorporate the Windows Installer (MSI) support. February 2009 CallPilot 5.0, Standard 01.06 of the Desktop Messaging and My CallPilot Installation and Administration guide is updated to add technical content in Creating a customized installer chapter. March 2008 CallPilot 5.0, Standard 01.05 of the Desktop Messaging and My CallPilot Administration and Installation guide is updated to add information about language selection in Desktop Messaging. May 2007 CallPilot 5.0, Standard 01.04 of the Desktop Messaging and My CallPilot Administration and Installation guide is issued for general release. Nortel CallPilot Desktop Messaging and My CallPilot Installation and Administration NN44200-305 01.10 Standard Release 5.0 27 January 2010 Copyright © 2007–2010 , Nortel Networks . 6 Publication History April 2007 CallPilot 5.0, Standard 01.03 of the Desktop Messaging and My CallPilot Administration and Installation guide is issued for general release. April 2007 CallPilot 5.0, Standard 01.02 of the Desktop Messaging and My CallPilot Administration and Installation guide is issued for general release. March 2007 CallPilot 5.0, Standard 01.01 of the Desktop Messaging and My CallPilot Administration and Installation guide is issued for general release. February 2007 CallPilot 5.0, Standard 01.00 of the Desktop Messaging and My CallPilot Administration and Installation guide is issued for general release. Nortel CallPilot Desktop Messaging and My CallPilot Installation and Administration NN44200-305 01.10 Standard Release 5.0 27 January 2010 Copyright © 2007–2010 , Nortel Networks . 7 Contents Chapter 1 How to get help 9 Chapter 2 Getting started 11 Introduction 11 Product Overview 12 Desktop Messaging 12 My CallPilot 12 Related information 12 Technical documentation 12 Messaging server compatibility 16 Desktop Messaging and My CallPilot preinstallation checklist 19 Chapter 3 Configuring the CallPilot server 23 Defining the CallPilot server FQDN 23 Configuring messaging services 25 Defining addressing prefixes 29 Controlling access to features 31 Overview of feature access options 31 Controlling access to Desktop Messaging and My CallPilot features 31 Centralized Control of Desktop Messaging features 33 Chapter 4 Creating a customized installer 47 Using the setup.ini file for customized installations 60 To use an existing setup.ini file to customize an upgrade 60 Customizing Lotus Notes templates 61 Chapter 5 Installing Desktop Messaging 63 Desktop Messaging requirements 63 Installing Desktop Messaging on end-user workstations 66 To perform a complete installation of Desktop Messaging software 66 To perform a feature installation of Desktop Messaging software 70 Windows Installer (MSI) Support 74 Installing Desktop Messaging in a Citrix Thin Client environment 74 Installing CallPilot Desktop Messaging in a Lotus Notes multi-user environment 77 Chapter 6 Configuring Desktop Messaging 79 Section A: Configuration requirements 79 Nortel CallPilot Desktop Messaging and My CallPilot Installation and Administration NN44200-305 01.10 Standard Release 5.0 27 January 2010 Copyright © 2007–2010 , Nortel Networks . 8 Contents Windows update KB917607 (Optional) 81 Section B: Configuring groupware clients 84 Configuring Microsoft Outlook 84 Configuring Novell GroupWise 89 Configuring Lotus Notes 89 Section C: Configuring Internet mail clients 95 Configuration overview 95 Configuring Microsoft Outlook Express 98 Section D: Configuring Citrix Thin Clients 108 Configuration overview 109 Configuring Microsoft Outlook 109 Configuring Lotus Notes 113 Configuring Novell GroupWise 114 Section E: Configuring Fax Services 115 Fax outcalling administration 116 Monitoring disk space usage 116 ImageMaker Cover Page Template Designer and Previewer 117 Using the ImageMaker Template Designer 118 Using the ImageMaker CoverPage Previewer 124 Other windows terminal server considerations 129 Chapter 7 Installing My CallPilot on a server 135 My CallPilot requirements 135 My CallPilot Administration Utility 139 Installing My CallPilot on a Macintosh computer 145 CallPilot server configuration for My CallPilot services 145 Chapter 8 Additional server configuration 149 Accessing a third-party Address Book from a separate server 149 How to configure CallPilot Manager and Active Directory 149 My CallPilot security 150 Chapter 9 Troubleshooting 155 Troubleshooting overview 155 Desktop Messaging issues 156 General issues 156 Microsoft Outlook issues 167 Lotus Notes issues 170 Replacing the mail database design in Lotus Notes 172 Novell GroupWise issues 174 Internet mail client issues 175 My CallPilot issues 178 Nortel CallPilot Desktop Messaging and My CallPilot Installation and Administration NN44200-305 01.10 Standard Release 5.0 27 January 2010 Copyright © 2007–2010 , Nortel Networks . 9 Chapter 1 How to get help This section explains how to get help for Nortel products and services. Getting Help from the Nortel Web site The best way to get technical support for Nortel products is from the Nortel Technical Support Web site: http://www.nortel.com/support This site provides quick access to software, documentation, bulletins, and tools to address issues with Nortel products. More specifically, the site lets you: • download software, documentation, and product bulletins • search the Technical Support Web site and the Nortel Knowledge Base for answers to technical issues • sign up for automatic notification of new software and documentation for Nortel equipment • open and manage technical support cases Getting Help over the phone from a Nortel Solutions Center If you don’t find the information you require on the Nortel Technical Support
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