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

 Mozilla 1.7x browser

 Audacity 1.2.x, Gnome Sound recorder 2.x, and Krecord 1.1 audio applications

Peripheral hardware and software

 Video display and monitor with 8-bit (256-color) 800 x 600 capability (1024 x 768

16-bit color preferred)

 Nortel Fax Driver and CallPilot Desktop Messaging to create faxes

 CallPilot Player to play and record voice messages. An embedded version of the

CallPilot Player (shown in this guide) may appear in your inbox and voice

messages. (For required settings, see Setting messaging preferences, on page

57.) Some Windows-based systems and all Macintosh systems do not display the

embedded player. If not, you are be prompted to download the CallPilot Player. If

you are on a Windows-based 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 the CallPilot Player described in this guide.

 LAN (Ethernet), ISDN, ADSL, or dial-up modem connection to the CallPilot

server for accessing CallPilot messages

To download audio players

You need an audio player to play and record voice messages. The first time you log in

to My CallPilot, My CallPilot checks to see that an audio player is installed. If one is not

installed, you are prompted to download the CallPilot Player. Follow the instructions to

start the download and installation process. If you need to re-install a player at a later

time:

1 Click Downloads on the CallPilot Features main page.

Select the CallPilot Player or other audio player from the list. The various

downloadable players are shown below.