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Summary of Contents for CallPilot 4.0

Page 1: ...C a l l P i l o t TM Release 4 0 Standard 1 02 Desktop Messaging User Guide for My CallPilot...

Page 2: ...call messaging between CallPilot and its servers switches 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 s...

Page 3: ...Inc DIALOGIC INTEL and VOICEBRIDGE are trademarks of Intel Corporation DIVX is a trademark of DivXNetworks Inc EUDORA and QUALCOMM are trademarks of Qualcomm Inc eTrust and InoculateIT are trademarks...

Page 4: ...G 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 UNIX is a trademark of X Open Company Limited...

Page 5: ...t Features tab 35 Greetings 36 Setting up message notification 41 Setting Up Message Forwarding 42 Managing personal distribution lists 47 Changing your CallPilot password 48 Changing your telephone o...

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Page 7: ...ne from a Nortel Solutions Center If you don t find the information you require on the Nortel Technical Support Web site and have a Nortel support contract you can also get help over the phone from a...

Page 8: ...8...

Page 9: ...ce messages faxes and e mails Change the setup of your mailbox features Change your CallPilot password Create personal distribution lists Set up remote notification to a telephone or pager Set up text...

Page 10: ...eakers for playing voice messages on your computer A microphone connected to your computer or a telephone situated near your computer for recording voice messages Macintosh based hardware and software...

Page 11: ...d platform and are only playing messages not recording you can use the Microsoft Windows Media Player or another WAV compatible media player These players do not function in exactly the same way as th...

Page 12: ...Macintosh downloadable CallPilot Player with QuickTime 4 0 The Macintosh downloadable CallPilot Player with QuickTime 5 0 For the Linux environment the following record and playback applications are s...

Page 13: ...13 Krecord 1 1 Other audio applications may work but are not supported...

Page 14: ...n click Restore Default To change to another language If language buttons are available on your My CallPilot log in page you can click one to change from your default language to another language To l...

Page 15: ...pplies to your situation a drop down menu containing multiple CallPilot servers appears in the Log in page Selecting a server from this list allows you to select and log in to your CallPilot server wi...

Page 16: ...y simply clicking on the column headings Note Only the messages currently displayed are sorted which may not be the entire message list To open a message To open a CallPilot message click the voice fa...

Page 17: ...r to play and record voice messages You can choose to play and record voice messages through your telephone or your computer Click the Telephone or Computer icon in the embedded or downloaded CallPilo...

Page 18: ...play rate speed cannot be adjusted when using the embedded player 4 Click Disconnect or hang up the telephone when you are finished To play a voice message in a mixed voice fax or text message In a mi...

Page 19: ...urn to your messages Note for Linux users Linux users can view and play through any WAV player their CallPilot messages in the Mozilla browser However there is no VBK playback or recording Users can s...

Page 20: ...the Open Save dialog box appears select Open to display the image The fax can then be scaled to its normal printed page size to an enlarged view that still fits on typical displays to a maximum size w...

Page 21: ...21 In the Macintosh CallPilot Player the control commands are accessed through the Fax menu Note Nortel Player is not provided for Macintosh OS X...

Page 22: ...ecipients Note If the user attempts to forward a voice message to a non CallPilot recipient using Microsoft Outlook standard e mail form the operation appears to have functioned properly The recipient...

Page 23: ...ct the Telephone or Computer icon If you are using a Macintosh select either Use Telephone or Use Macintosh from the CallPilot Player s Audio menu 5 Click the Record button Note You can only record in...

Page 24: ...Pilot player you are using If you use the embedded version the Save Audio button only saves the message as an attachment to the current message If you use the downloaded stand alone version you save t...

Page 25: ...hment 1 Launch the application you want to use to create a fax with The document you open or create must be 8 5 in 21 5 cm wide or less Multiple page documents are allowed 2 When the document is ready...

Page 26: ...ax 6 Click Exit to close Compose Fax To compose and send a fax or text message 1 In your Message List click Compose A new message page opens 2 Click To or Address Book to choose an address from the Ca...

Page 27: ...he client computer or not an appropriate dialog box appears asking you to verify the phone number The Remember changes check box associates the new phone number with the original Subsequent calls to t...

Page 28: ...try and clicking Directory Call extracts the entry s phone number This phone number is then displayed in the Call Address Book entry dialog box Note The above dialog box appears if CallPilot Player is...

Page 29: ...ttempting to dial the digits If the phone number is rejected by CallPilot or the switch no error dialog box appears Note If the field Number to call for Telset Playback ie your phone is blank go to th...

Page 30: ...all recipients of a message To forward or reply to a message 1 In an open message click Forward Reply or Reply All 2 On the new message page compose a voice fax or text message 3 Address forwarded me...

Page 31: ...sending to non CallPilot users Fax files must be TIF format Text files must be TXT format To attach a file to a message 1 On a new message page click Attach Files 2 In Add Attachments click the browse...

Page 32: ...messages that are marked Private to other CallPilot users However be aware that when you send a message marked Private your recipient can still forward the message to someone else if the recipient is...

Page 33: ...ook 2 In Enter last name type the recipient s name then click Find 3 In the list of names select the name of the recipient or distribution list 4 Click To You can select one or more addresses clicking...

Page 34: ...roperly configured you can search the external Address Book when composing a new external e mail server message just as you do when composing a CallPilot message To access the Address Book you simply...

Page 35: ...ab to change the settings for your CallPilot features and telephone options and to set preferences for web based access The main CallPilot Features page displays only the features that are available f...

Page 36: ...ilot Player is required to record play greetings or personal verification from My CallPilot An alert appears if CallPilot Player is not installed and you try to play record greeting personal verificat...

Page 37: ...ng You can record a greeting using your telset 3 Press the Save Greeting button to make the changes permanent If you do not press the Save Greeting button an alert appears For Netscape Navigator users...

Page 38: ...ble to play existing greeting personal verification if CallPilot Player is launched from Windows Start menu 4 The Import dialog box appears This page allows you to select which VBK or WAV PCM file on...

Page 39: ...ge to update the page content Setting an expiry date You can also set an expiry date for temporary greetings from the Greetings page The expiry date time corresponds to the date time on the CallPilot...

Page 40: ...40 correctly identify you when leaving a voice message...

Page 41: ...vice See Appendix A Remote Text Notification for Microsoft Outlook and BlackBerry Devices on page 63 Remote Notification to a telephone or pager This type of remote notification can be set up and turn...

Page 42: ...ive A new rule is enabled by default A maximum of one rule per CallPilot mailbox is supported Clicking the Configure Rule button loads the Message Forwarding Rule Configuration page This page provides...

Page 43: ...PCM selection is grayed if Fax Text Messages is selected Only one address is permitted per rule Simple address validation is performed on the e mail address The e mail address can be a maximum of 255...

Page 44: ...ddress creation dialogs PDLS SDLs BDLs telephone numbers and fax addresses are not accepted Users wishing to forward CallPilot messages to a telephone number should use the CallPilot Remote Notificati...

Page 45: ...type other than a CallPilot mailbox or an Open VPIM address is entered a warning dialog box is displayed when Save is selected from the Configure Message Forwarding Rule page If the Mark original mess...

Page 46: ...rmine if the e mail system supports Read Receipts See the following Microsoft Knowledge Base article KB217160 for an explanation of the issue with Exchange 5 5 http support microsoft com default aspx...

Page 47: ...ailbox or telephone number You can create personal distribution lists in My CallPilot or on your telephone These lists are stored for you in the CallPilot Address Book on the CallPilot server You can...

Page 48: ...hange your password on a regular schedule set by your administrator CallPilot prevents you from using some passwords if they are too short or too simple or if you have used the same one recently Keep...

Page 49: ...choose to transfer callers to your custom operator or disconnect them As a courtesy to your callers while Message Blocking is turned on record a temporary greeting that provides details of your absenc...

Page 50: ...tor Dialing Numbers MWI DN are assigned by the administrator The mailbox subscriber is not allowed to change the numbers However the mailbox subscriber can see these MWI DNs in the Telephone Options s...

Page 51: ...ogged in to CallPilot from your telephone You can have the text content of any new e mail messages read to you over the telephone To set up an e mail account for telephone access 1 Open the E mail By...

Page 52: ...rinted at a specified default fax number A message that has been auto printed remains in your mailbox so that you can reprint the message or forward the message Your printed faxes can be deleted autom...

Page 53: ...New Mailbox Link 2 Select your e mail server from the drop down list To get this name look in the account settings of your e mail application or ask your administrator 3 Type a name for this account...

Page 54: ...er s corporate IMAP SMTP and LDAP servers are on different hosts The settings include the host IP address and port number of the SMTP server and numerous external LDAP server settings Consult your adm...

Page 55: ...der to access for your e mail messages such as Inbox 5 Type your e mail address 6 Type your mailbox user name the User ID of your e mail account 7 Type the password for this e mail account 8 Retype th...

Page 56: ...ccount to verify it 17 Click Save These settings allow My CallPilot to be configured easily to work in nearly any corporate e mail environment The LDAP text boxes in particular allow for the external...

Page 57: ...ssage List The Attachments option must be in the Displayed Columns list to see the embedded player Windows only in your Message List To add a signature Type or paste your signature and other informati...

Page 58: ...e selected to enable the removal of messages that you have deleted when you logout Macintosh Preferences window The Preferences option under the Edit menu allows the following user settings to be save...

Page 59: ...59 Choosing a home page for My CallPilot Choose the page that you want to display automatically when you log in to My CallPilot...

Page 60: ...tab To open a message To open an e mail message in My CallPilot click the icon in the Attachments column beside the message or click any underlined part of the message line To delete a message To mark...

Page 61: ...61 Useful Information tab Click the Useful Information tab to View status and details about your mailbox View online user guides Print online user guide files on your laser printer...

Page 62: ...mmediately This can make your CallPilot information vulnerable to hackers If you want to visit a web site without exiting My CallPilot use a separate browser window to view the other site You can set...

Page 63: ...Manager version 2 or later to forward CallPilot notification messages to your BlackBerry device If you use a BlackBerry Enterprise Edition device your administrator can set up notification message for...

Page 64: ...on see Setting up message notification on page 41 Configuration steps Complete the following steps to effectively manage e mail notification messages Step Reference Create a holding folder for your e...

Page 65: ...ation folder 1 Start Outlook 2 In the Folder List select Outlook Today 3 From the File menu choose New Folder The Create New Folder dialog box appears 4 In the Name box type CallPilot Notification and...

Page 66: ...to the Search list box 8 Click OK The search text CallPilot Notification appears in the rule description 9 Click Next 10 In the list of actions check the move it to the specified folder box 11 In the...

Page 67: ...67 13 Click Finish The finished rule is shown below 14 Click OK to close the Rules Wizard...

Page 68: ...Berry Desktop Manager appears 2 In the application list double click Redirector Settings The Redirector Settings dialog box appears 3 Click the Advanced tab 4 In the Folder redirection section choose...

Page 69: ...e feature To set up deletion of notification messages 1 In the Outlook Folder List right click the CallPilot Notifications folder and then choose Properties The CallPilot Notification Properties dialo...

Page 70: ...te old items 6 Click OK To activate AutoArchive 1 In Outlook choose Tools Options 2 Click the Other tab 3 Click AutoArchive The AutoArchive dialog box appears 4 Check the AutoArchive every box and set...

Page 71: ...05 All rights reserved Information is subject to change without notice Nortel Networks reserves the right to make changes in design or components as progress in engineering and manufacturing may warra...

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