CallPilot Desktop Messaging User Guide

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Table Of Contents

Contents
How to get Help
- Getting Help from the Nortel Web site
- Getting Help over the phone from a Nortel Solutions Center
- Getting Help from a specialist by using an Express Routing Code
- Getting Help through a Nortel distributor or reseller
Welcome to My CallPilot
Getting started
- About this guide
- What you need
- To download audio players
Logging in
- To log in to My CallPilot
- To change to another server
- To change to another language
- To log in using secure login
- To log in remotely
- To log out
- Logging in to environments with multiple CallPilot servers
CallPilot Messages tab
- Your Message List
- To check for new messages
- To open a message
- To select a message
- To delete a message
- To select your telephone or computer to play and record voice messages
Playing voice messages
- To play a voice message the quick way (Windows only)
- To play a voice message in a mixed voice, fax, or text message
Viewing fax messages
- To view a fax message
Composing voice messages
- Allow User to send voice messages to non-CallPilot recipients
- (for CallPilot server release 3.0 and above)
- To record and send a new voice message
- To save a newly created voice message as a file
Composing fax and text messages
- To create and save a fax file
- To compose and send a fax or text message
Calling the sender of a message
Forwarding and replying to messages
- To forward or reply to a message
Adding attachments to messages
- To attach a file to a message
Setting message options
- To set message options
Addressing messages
- To address a message from the Address Book
- To address a message in Special Addresses
- Searching External E-mail Address Books (LDAP databases)
CallPilot Features tab
Greetings
- For Internet Explorer users:
- For Netscape Navigator users:
- Recording a greeting
- Setting an expiry date
- Removing voice greetings and personal verification
Setting up message notification
Setting Up Message Forwarding
Managing personal distribution lists
- To edit, delete, or create personal distribution lists
Changing your CallPilot password
Changing your telephone options
- To assign a custom operator number for callers
- To set times and options for blocking messages from callers
- To turn Auto Login on or off and define allowed numbers
- To enable or disable Message Waiting Indicator Dialing Numbers
Setting up telephone access to e-mail
- To set up an e-mail account for telephone access
Changing fax printing options
- To change the default printer
- To turn Auto printing on or off
- To turn fax separator page printing on or off
Setting up links to your e-mail accounts
- To set up an e-mail link
- To configure an external e-mail server
Setting messaging preferences
- To change Message List columns
- To add a signature
- To change environment settings
- Macintosh Preferences window
Choosing a home page for My CallPilot
E-mail tab
- To open a message
- To delete a message
- To compose and send a new message
- To forward and reply to messages
Useful Information tab
Protecting the security of your mailbox
Appendix A: Remote Text Notification for Microsoft Outlook and BlackBerry Devices
- Notification message format
- Requirements
- Configuration steps
- To create a notification folder
- To route notification messages to the holding folder
- To configure e-mail redirection
- To set up deletion of notification messages
- To activate AutoArchive
Document information

Getting started

About this guide

This user guide describes how to use the web-based resources of My CallPilot. The

instructions and screen images shown in this guide provide general information for

using My CallPilot through a web client. Specific details can vary, depending on your

computer operating system and the features available for your CallPilot mailbox.

For further assistance, refer to the My CallPilot online Help.

What you need

You can access My CallPilot from any computer with Internet access and a web

browser configured for My CallPilot. Before you start to use My CallPilot, ensure that the

computer you are using is set up according to the following requirements:

Windows-based hardware and software

 Windows 2000 Professional, or Windows XP Professional

 Windows Server 2003 Standard with IIS 6.0

 Internet Explorer 6.0; Netscape 6.2, 7.0, 7.1, 7.2; or Mozilla 1.7.x and Mozilla

FireFox 1.0 on RedHat Linux 9 Operating System

 Sound card and speakers 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

 PowerPC G3 processor or newer (PowerPC G4 preferred)

 Mac OS X, 9.0 or 9.1(preferred)

 RedHat Linux 9 Operating System

Note: The Mac My CallPilot Web Client software is not designed for compatibility with

Mac OS X. Although this version of the CallPilot application can run in OS 9.0 and 9.1

Compatibility mode, the CallPilot application may crash or behave erratically.

 Internet Explorer 5.1

 QuickTime version 4.0

 AppleScript version 1.3

 TCP/IP network connection of at least 56 Kbit/s

 MacOS-supported sound output device (speakers)

 MacOS-supported sound input device (microphones)

Note: The type of microphone to use depends on the type of Macintosh the user has,

and a microphone designed for a Windows-based PC often does not work. Some older

PowerPC Macs require a PlainTalk microphone, or similar. The system administrator

should verify that the user has a working microphone and speaker setup before

installing My CallPilot.

Linux-based software

 Red Hat Linux 9