Page 3 - Contents
3 CallPilot Desktop Messaging Installation and Maintenance Guide Contents Chapter 1Requirements for installing Desktop Messaging . . . . . . . . . . . . . . . . . . . . . 7 About CallPilot Desktop Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Hardware requ...
Page 7 - Optional hardware
7 CallPilot Desktop Messaging Installation and Maintenance Guide Chapter 1Requirements for installing Desktop Messaging About CallPilot Desktop Messaging With CallPilot Desktop Messaging from subscribers can access their CallPilot mailbox from their personal computer. Subscribers can manage all thei...
Page 8 - Software requirements; Integrated clients; Internet Mail clients; Operating systems; Related documents
8 Chapter 1 Requirements for installing Desktop Messaging P0607187 02 Software requirements Integrated clients Integrated clients run with a corporate email server. You can use Desktop Messaging with one or more of these clients: • Microsoft Outlook 98 in Corporate mode • Microsoft Outlook 2000 • Mi...
Page 9 - Where to get help; USA and Canada
Chapter 1 Requirements for installing Desktop Messaging 9 CallPilot Desktop Messaging Installation and Maintenance Guide Where to get help USA and Canada Authorized Distributors - ITAS Technical Support Telephone: 1-800-4NORTEL (1-800-466-7835)If you already have a PIN Code, you can enter Express Ro...
Page 11 - Before you install Desktop Messaging; Desktop Messaging and data network security
11 CallPilot Desktop Messaging Installation and Maintenance Guide Chapter 2Configuring your system for Desktop Messaging Before you install Desktop Messaging Before installing and using Desktop Messaging: • In CallPilot Manager, make sure that the number of Maximum Outcalling Channels is enough to a...
Page 12 - Configuring IMAP/LDAP/SMTP servers for Desktop Messaging; IMAP
12 Chapter 2 Configuring your system for Desktop Messaging P0607187 02 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...
Page 13 - Configuring environments without a DNS
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, th...
Page 15 - Installation information
15 CallPilot Desktop Messaging Installation and Maintenance Guide Chapter 3Installing 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. ...
Page 16 - Uninstalling an earlier version of Desktop Messaging
16 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 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 Mess...
Page 17 - Installing Desktop Messaging; Choosing which version of Desktop Messaging to install
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 100/150 Documentation and Client Software CD. Be sure to install the version of Desktop Messaging tha...
Page 18 - Installing Desktop Messaging version 2.0
18 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 Installing Desktop Messaging version 2.0 1 Load the CallPilot 100/150 CD in the CD-ROM drive of your computer. 2 Double-click the CD folder and double-click the Optional Software folder. 3 Double-click the Desktop Messaging folder...
Page 24 - Installing Desktop Messaging version 1.07
24 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 Installing Desktop Messaging version 1.07 1 Load the CallPilot 100/150 CD in the CD-ROM drive of your computer. 2 Double-click the CD folder and double-click the Optional Software folder. 3 Double-click the Desktop Messaging folde...
Page 29 - After you install Desktop Messaging; To set the default email client
Chapter 3 Installing and configuring Desktop Messaging 29 CallPilot Desktop Messaging Installation and Maintenance Guide After you install Desktop Messaging After you install Desktop Messaging: • Set the default email client. • Configure access to Desktop Messaging on subscribers’ computers • Set th...
Page 30 - To set Desktop Messaging options
30 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 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 1 ...
Page 31 - To configure access to the CallPilot Address Book
Chapter 3 Installing and configuring Desktop Messaging 31 CallPilot Desktop Messaging Installation and Maintenance Guide • 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...
Page 32 - Configuring Novell GroupWise; Removing the CallPilot Message Store
32 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 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 th...
Page 34 - Configuring Lotus Notes; Updating the Mail database; Updating the database automatically
34 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 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: • auto...
Page 36 - Configuring Internet Mail clients; Configuring an IMAP account on Outlook or Outlook Express
36 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 Configuring Internet Mail clients CallPilot Desktop Messaging supports these Internet mail clients: • Outlook Express • Outlook in Internet mail mode • Netscape Messenger • Eudora Pro You need the following information to configur...
Page 40 - Configuring Netscape Messenger 4.x; Configuring an IMAP account on Netscape Messenger
40 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 Configuring Netscape Messenger 4.x If the subscriber uses Netscape Messenger version 4.x as their Internet Mail client, use these procedures. If the subscriber uses Netscape Messenger 6.2, refer to “Configuring Netscape Messenger ...
Page 42 - Configuring an LDAP directory service for Netscape Messenger
42 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 Configuring an LDAP directory service for Netscape Messenger 1 Start Netscape Messenger. 2 On the Communicator menu, select Address Book . The Address Book screen appears. 3 On the File menu, select New Directory . The Directory S...
Page 43 - Configuring Netscape Messenger 6.2
Chapter 3 Installing and configuring Desktop Messaging 43 CallPilot Desktop Messaging Installation and Maintenance Guide Configuring Netscape Messenger 6.2 If the subscriber uses Netscape Messenger version 6.2 as their Internet Mail client, use these procedures. If the subscriber uses Netscape Messe...
Page 44 - Testing the Netscape Messenger IMAP account
44 Chapter 3 Installing and configuring Desktop Messaging P0607187 02 12 Click the Next button. The Account Name page appears. 13 Type a name for the CallPilot mailbox to help the subscriber to identify it in Netscape Mail. 14 Click the Next button. The Congratulations page appears. 15 Verify your C...
Page 45 - Configuring Eudora Pro; Configuring an IMAP account on Eudora Pro
Chapter 3 Installing and configuring Desktop Messaging 45 CallPilot Desktop Messaging Installation and Maintenance Guide Configuring Eudora Pro To change any part of this configuration after it is complete, on the Tools menu click Options to display the configuration screens. Configuring an IMAP acc...
Page 47 - Configuring an LDAP directory service for Eudora Pro
Chapter 3 Installing and configuring Desktop Messaging 47 CallPilot Desktop Messaging Installation and Maintenance Guide Configuring an LDAP directory service for Eudora Pro 1 Start Eudora Pro. 2 On the Tools menu click Directory Services . 3 From the Protocols box, select LDAP . 4 Click the New Dat...
Page 49 - Troubleshooting during installation; Obtaining the Desktop Messaging version number
49 CallPilot Desktop Messaging Installation and Maintenance Guide Chapter 4Troubleshooting This chapter is about: • Troubleshooting during installation • Troubleshooting log on problems • Troubleshooting Outlook 2002 problems • Troubleshooting Lotus Notes log on problems • Troubleshooting after logg...
Page 50 - Microsoft Outlook default mail client
50 Chapter 4 Troubleshooting P0607187 02 Microsoft Outlook default mail client You see the error message when you install Desktop Messaging: “Either Outlook is not the default mail client or there is no default mail client to fulfill the current request.” If Outlook is installed on the subscriber’s ...
Page 52 - Troubleshooting log on problems; Invalid credentials; CallPilot Logon Failure
52 Chapter 4 Troubleshooting P0607187 02 Troubleshooting log on problems Invalid credentials The subscriber sees messages such as “Invalid credentials. Please retry” or “The server could not be located. Please Retry.” 1 On the subscriber’s computer, check that Desktop Messaging is configured with th...
Page 53 - Troubleshooting Outlook 2002 problems; Sending messages; Accessing CallPilot support tools in Outlook 2002
Chapter 4 Troubleshooting 53 CallPilot Desktop Messaging Installation and Maintenance Guide Troubleshooting Outlook 2002 problems These are issues with how Desktop Messaging works with Outlook 2002. These issues should be resolved with a future Outlook service release patch from Microsoft. Sending m...
Page 54 - Troubleshooting Lotus Notes log on problems; Subscribers cannot see CallPilot Desktop Messaging
54 Chapter 4 Troubleshooting P0607187 02 Troubleshooting Lotus Notes log on problems When Desktop Messaging is installed, Desktop Messaging appears under Folders and Views. In the Personal Name and Address Book on Local database, two new views are created: • Groups (CallPilot) • People (CallPilot) S...
Page 55 - No entries in CallPilot Personal Name and Address Book
Chapter 4 Troubleshooting 55 CallPilot Desktop Messaging Installation and Maintenance Guide 6 Make sure that: • the Inherit future design changes check box is selected • Hide formulas and LotusScript is not selected 7 Select CallPilot Mail (R5.0) or (R6.0) , depending on which version of Lotus Notes...
Page 56 - Troubleshooting after logging on; The CallPilot address book is empty; The subscriber has message access problems
56 Chapter 4 Troubleshooting P0607187 02 Troubleshooting after logging on The CallPilot address book is empty Lotus Notes subscribers must log on to CallPilot before they can download the address book. 1 Make sure that your Address Book—People (CallPilot) window is the active window. 2 On the View m...
Page 57 - Messages remain in the subscriber’s Outbox
Chapter 4 Troubleshooting 57 CallPilot Desktop Messaging Installation and Maintenance Guide Messages remain in the subscriber’s Outbox On Microsoft Outlook, messages remain in the mail client outbox (not the CallPilot Message Store outbox). This problem can be caused by the migration from one server...
Page 58 - Non-delivery notification
58 Chapter 4 Troubleshooting P0607187 02 • Ask the subscriber to check that their mailbox is not full. If their mailbox is full, they cannot send messages until some messages are deleted. • Ask the subscriber to check the format of the message address. If the FQDN after the @ symbol does not match t...
Page 59 - The subscriber has problems with receiving replies; Deleted messages remain in the subscriber’s mailbox
Chapter 4 Troubleshooting 59 CallPilot Desktop Messaging Installation and Maintenance Guide "Unknown" appears in the Sender field In some messages, the subscriber sees a name or phone number in the Sender field. In other messages, the subscriber sees “Unknown.” If the caller’s phone system h...
Page 60 - Messages no longer on server
60 Chapter 4 Troubleshooting P0607187 02 Messages no longer on server The subscriber receives the error message: “This message could not be found on the server. Messages must exist on the server in order to be played via the telephone. Use computer to play this file. Port failed.” Voice messages tha...
Page 62 - Accessing Desktop Messaging online Help; To access online Help
62 Chapter 4 Troubleshooting P0607187 02 Accessing Desktop Messaging online Help Desktop Messaging for Microsoft Outlook, Novell GroupWise, and Lotus Notes provides standard Help. To access online Help From Microsoft Outlook: • From your Inbox , on the Help menu, select CallPilot Desktop Messaging H...
Page 63 - Using Desktop Messaging Support Tools; Resetting the CallPilot message store for Microsoft Outlook
Chapter 4 Troubleshooting 63 CallPilot Desktop Messaging Installation and Maintenance Guide Using Desktop Messaging Support Tools Resetting the CallPilot message store for Microsoft Outlook This feature is available only for subscribers who use Microsoft Outlook. Resetting the CallPilot message stor...
Page 64 - Using CPTrace
64 Chapter 4 Troubleshooting P0607187 02 Using CPTrace You can use CPTrace to collect information about problems with one of the desktop clients that CallPilot runs on. You save this information to a log file that you can analyze to determine the cause of the problem. Problems you can look for inclu...
Page 65 - CP Trace settings
Chapter 4 Troubleshooting 65 CallPilot Desktop Messaging Installation and Maintenance Guide CP Trace settings The CPTrace settings are stored in the Windows registry. The existing settings are used each time you run CPTrace. CP Trace settings IMAP/SMTP Logs all IMAP/SMTP traffic Desktop client Logs ...
Page 67 - Index
CallPilot Desktop Messaging Installation and Maintenance Guide 67 Index A Accessing Help 62 C CallPilot Address Book setting up in Outlook (Internet mail mode) 31setting up in Outlook Express 31 CallPilot Message Store 32 CLAN IP address 36 Configuring environments without a DNS 13Eudora Pro 45Group...
