CallPilot Mini/150 Desktop Messaging Quick Reference Guide

2y ago
60 Views
4 Downloads
708.21 KB
28 Pages
Last View : 10d ago
Last Download : 4m ago
Upload by : Cade Thielen
Transcription

Returnto MenuPart No. P0990116 03CallPilot Mini/150Desktop MessagingQuick Reference Guide

Welcome toCallPilot Desktop MessagingWith CallPilot Desktop Messaging from Nortel Networks you can access your CallPilotmailbox from your personal computer. You can manage all your voice messages in onegraphical interface. You can still access your mailbox from your telephone at any time.With CallPilot Desktop Messaging you can: listen to voice messagesrecord and send voice messagesforward and reply to voice messagesadd message options such as urgent and privatechange your CallPilot passwordRefer to the online Help available with CallPilot Desktop Messaging for detailed informationnot covered in this guide.Welcome to CallPilot Desktop Messaging1

ContentsWelcome to CallPilot Desktop Messaging .1Logging on.3Changing your CallPilot password.4Microsoft OutlookCallPilot Desktop Messaging for Microsoft Outlook.6Playing a message .7Recording a message.8Forwarding and replying to a message.9Adding attachments .9Addressing a message .10Setting message options .11Deleting a message .11Lotus NotesCallPilot Desktop Messaging for Lotus Notes .12Playing a message .13Recording a message.14Forwarding and replying to a message.15Adding attachments .15Addressing a message .16Setting message options .17Deleting a message .17Novell GroupWiseCallPilot Desktop Messaging for Novell GroupWise.18Playing a message .19Recording a message.20Forwarding and replying to a message.21Adding attachments .21Addressing a message .22Setting message options .23Deleting a message .23Internet Mail applicationsCallPilot Desktop Messaging for Internet Mail applications.24Using the CallPilot Player .24Playing a message .25Recording and sending a message .25Deleting a message .252Welcome to CallPilot Desktop Messaging

Logging onUse your CallPilot password to log on to Desktop Messaging.To log on from Microsoft Outlook, Lotus Notes, orNovell GroupWise123Open Microsoft Outlook, Lotus Notes, or NovellGroupWise.Type your CallPilot password in the Password box.Click the OK button.To log on from an Internet mail application123Open your Internet mail application. The Passwordwindow is similar to the one shown.In the Password box, type your CallPilot password.Click the OK button.Remote logonYou can log on to your CallPilot mailbox from any computer that has Desktop Messaging installed andconfigured in the same way as your office computer. For example, you can use a computer that is setup for guest access, or your home computer with a dial-up connection to the server.Welcome to CallPilot Desktop Messaging3

Changing your CallPilot passwordYou can change your CallPilot password from Desktop Messaging or from your telephone.To access CallPilot Password Change from Microsoft Outlook123In your Inbox, on the Tools menu, click Services.The Services dialog box appears with the Services tab open.Select CallPilot Desktop Messaging, and click the Properties button.On the General tab click the Change Password button.To access CallPilot Password Change from Lotus Notes1 In your Inbox, on the Actions menu, click CallPilot Configuration, and then click the General tab.2 Click the Change Password button.To access CallPilot Password Change from Novell GroupWise1 In your inbox, on the Tools menu, click CallPilot Desktop Messaging, select CallPilot DesktopMessaging Options, and then click the General tab.2 Click the Change Password button.To access CallPilot Password Change from Internet mail applicationsYou must have the CallPilot Player installed on your computer.123Click the Windows Start button, select Programs, select Nortel Networks CallPilot DesktopMessaging, and then click CallPilot Player.On the Tools menu, click Options, and then select the IMAP Server Configuration tab.Click the Change Password button.To change your password1 In the Old password box, type your currentpassword.2 In the New password box, type your new password.3 In the Validate password box, type your newpassword again.4 Click the OK button.4Welcome to CallPilot Desktop Messaging

Sending a message to an external recipientCallPilot supports two types of voice files: wav and vbk.If you want to send messages to external recipients who are not on your CallPilot system, you canconfigure CallPilot to use the format that is appropriate for the recipient.To configure CallPilot to automatically use the format that is appropriate for your recipients1 On the Tools menu click Services.The services dialog box opens.2 In the list select CallPilot Desktop Messaging.3 Click the Properties button.The CallPilot dialog box opens with the General tab open.4 Select the Use CallPilot form check box.5 Click the OK button.Now when you send messages to CallPilot and non-CallPilot recipients, CallPilot automatically sendsthe message in the format that is appropriate for the recipient.Welcome to CallPilot Desktop Messaging5

CallPilot Desktop Messagingfor Microsoft OutlookYou can use CallPilot Desktop Messaging with Outlook 98, Outlook 2000 and Outlook XP. When youopen Microsoft Outlook, your CallPilot messages appear in the Inbox under the CallPilot MessageStore. From the Inbox, you can open, move, copy, delete, forward, and reply to messages, andcompose new messages.The CallPilot indicator in the Windows system tray turns red when you have a new message.The CallPilotMessageStorecontainsyourreceived,sent, anddeletedCallPilotmessagesWhen youdelete amessage fromyour Inbox, itmoves to theDeleted Itemsfolder. Todeletemessagespermanentlyfrom yourCallPilotmailbox, emptyyour DeletedItems folder.To open amessage, doubleclick the messagelineRead receipt showsthat your message wasopened by the recipientExclamation mark showsthat this message isurgentNew messagesappear in boldPaperclip icon showsthat this message hasan attached fileTo create a newmessage, clickthe New CallPilotMessage iconDate andtimereceivedTo work offlineTo work offline, you need a computer that has Desktop Messaging installed and configured in thesame way as your office computer.12Log on to Microsoft Outlook.On the Tools menu, click CallPilot Desktop Messaging, then click Download all CallPilotMessages.34After the messages download, log off.When you log on again, you can choose to work offline. While you work offline, you can reviewyour messages and record new messages from your computer. CallPilot stores your newmessages in your Outbox and sends them the next time you log on to the CallPilot server.6CallPilot Desktop Messaging for Microsoft Outlook

Playing a messageTo play a voice messageTo open a voice message, double-click the message line. The CallPilot Player appears.You can choose to play your voice messages from your telephone or your computer by clicking theTelephone or Computer icon on the CallPilot Player. You can change this selection at any time. If youselect Telephone, the phone rings when you open a message, and the message plays when youanswer. If you select Computer, your messages play through your computer’s speakers or yourheadphones.ReplyReply to allForwardOpen nextmessageDeletemessageOpen previousmessagePosition inmessageDuration ofmessageStatusPlay/replayClick to playmessages fromyour computerStopAdjust volumeGo to startof messageSkip backSkipforwardGo to endof messageClick to playmessages fromyour telephoneAdjust speedTo change your audio device1 On the CallPilot Player by click the Telephone or Computer icon.Or1 In your Inbox, on the Tools menu, click Services.2 In the list, select CallPilot Desktop Messaging and click the Properties button.3 Click the Audio tab, and from the Audio device option select Telephone or Computer and clickthe OK button.To change the telephone number that CallPilot dials to play your voice messages1 On the Audio tab select Telephone as your audio device, and then change the telephone number.CallPilot Desktop Messaging for Microsoft Outlook7

Recording a messageYou can record a voice message from the CallPilot player. The message you record can be a newmessage, a reply to a received message, or an introduction to a forwarded message. Before you sendthe message, you can add voice message attachments and options.To record and send a voice messageYou create a voice message by opening a new CallPilot message and recording a message from yourcomputer or your telephone. You can send the message or save it to send later.123456On the Microsoft Outlook toolbar, click the New CallPilot Message icon.On the CallPilot Player, click the Record button to start recording.If you are recording from the computer, record your message into the microphone. Click Stop toend the recording.If you are recording from the telephone, answer when it rings. At the tone, record your message.Click Stop to end the recording, and then hang up.Click To to open the CallPilot or Personal Address Book, or type the formatted address in theTo field. For addressing information, see “Addressing a message” on page 10.Add attachments and options if required. See “Adding attachments” on page 9 and “SettingMessage options” on page 8.On the toolbar, click the Send Message icon.Click the Telephoneicon to open theCallPilot Player, andthen record yourmessageSend messageSave messageClick to go to theCallPilot or PersonalAddress BookClick the AttachFile icon to attacha voice fileMessage options: Urgent or NormalDelivery Public or Private Read receiptClick to record allmessages fromyour computerClick to record allmessages fromyour telephoneStopAdjust volumeRecordAdjust speedTo save a newly created voice message as a fileYou can record a voice message and save it to use later.1 In a new CallPilot message, record a message, and on the File menu, click Save as.2 In the File name box, type a name for the file, select a folder to keep the file in, and then click theSave button. Save a voice file as a vbk file if all your recipients are CallPilot users. If somerecipients are not CallPilot users, save a voice file as a wav file.8CallPilot Desktop Messaging for Microsoft Outlook

Forwarding and replying to a messageYou can forward a voice message and record an introduction to send with it. You can also record areply to the sender of a message, or to the sender and all the recipients of a message.To forward or reply to a message1 In an open message, click the Forward,Reply, or Reply to all icon.23Follow the steps for recording a message in“Recording a message” on page 8.Address the message the same way that youaddress a new message. See “Addressing amessage” on page 10. If you are replying to amessage, your reply is addressedautomatically.You can change the subject line before you sendthe message.Note: Do not use the right-click menu to forward aDesktop Messaging message. To forward a message,either: open the message and forward it from the CallPilotwindowor select the message in the Outlook Inbox and forwardit from the Outlook toolbar.Adding attachmentsBefore you send a message, you can attach a voice file to it. You can send either vbk or wav files toCallPilot recipients. Voice files that you send to recipients who do not use CallPilot must be wav files.For more information see “Sending a message to an external recipient” on page 5.To attach a file to a message1 In a new CallPilot message, click the AttachFile icon.23Browse for the name of the voice file that youwant to attach, or type the name of the file inthe File name box. The files you attach mustbe in wav or vbk format.Click the Open button to attach the file andreturn to the new CallPilot message.CallPilot Desktop Messaging for Microsoft Outlook9

Addressing a messageThe CallPilot Address Book contains the names and addresses of everyone on your local CallPilotserver. You cannot edit this list. To use the CallPilot Address Book, download it to your computer.To download the CallPilot Address Book1 In your Inbox, on the Tools menu, select Services.2 On the Services tab, select CallPilot Desktop Messaging.3 Click the Properties button, and then click the Address Book tab.4 Click the Download now button. To refresh the list on a regular basis, select the Remind mecheck box and enter the number of days between reminders.5 Click the OK button to return to your Inbox.To add CallPilot addresses to your Personal Address BookYou can add CallPilot addresses to the list of e-mail addresses in your Personal Address Book. Youcan distinguish between CallPilot and e-mail addresses by adding “CallPilot” after the recipient’s name.To add an address to your Personal AddressBook12Double-click a name in the CallPilot AddressBook.In Properties, click Add to Personal AddressBook.To create an address and add it to yourPersonal Address Book1 On the Tools menu, select Address Book.2 On the File menu, click New Entry. SelectCallPilot Address, select Put this entry in thePersonal Address Book, and then click OK.3 Click the CallPilot - General tab and select theappropriate address type from the CallPilotaddress type list box. Enter the requiredaddress details. Refer to the online Help for thecorrect addressing formats.4 Click the OK button.To address a message from your CallPilot or Personal Address Book1 In a new CallPilot message, click the To button.2 From the Show names list select CallPilot Address Book or Personal Address Book.345Select the name of the recipient.Click To - . You can select one or more addresses and click To - after each one.Click the OK button to return to the new CallPilot message.To address a message manuallyYou can type an address directly into the To field of a new message. Enclose the address in squarebrackets. Refer to the online Help for the correct addressing formats.10CallPilot Desktop Messaging for Microsoft Outlook

Setting message optionsIn a new CallPilot message, you can set priority, sensitivity, and acknowledgment options.To set Delivery priority for a messageSelect Urgent, or leave the setting as Normal. TheEconomy option is the same as the Normal setting.To set Sensitivity for a messageSelect Private, or leave the setting as Public.The recipient can forward messages that you sendas Private. Also, recipients in non-CallPilot systemsmay not be informed of Private settings. In yourmessage, tell the recipient that the message isPrivate.To request a Read receiptSelect Read receipt to request acknowledgmentthat the recipient opened the message. Deliveryreceipt is not supported.Deleting a messageWhen you delete a message in Microsoft Outlook, the message moves to the Deleted Items folder.Outlook permanently deletes these messages from your CallPilot mailbox when you exit Outlook. Themessages are deleted immediately when you exit.CallPilot Desktop Messaging for Microsoft Outlook11

CallPilot Desktop Messaging for Lotus NotesWhen you open Lotus Notes and log on to CallPilot Desktop Messaging, you are in the Workspace atOffice window.To open your CallPilot Inbox, click the Mail icon, click Folders and Views, and then click CallPilotDesktop Messaging. Your Inbox contains your received, sent, draft, and deleted CallPilot messages.From the Inbox, you can open, move, copy, delete, forward, and reply to messages, and compose newmessages.The CallPilot indicator in the Windows system tray turns red when you have a new message.To open DesktopMessaging, double-click theMail icon in the Workspaceat Office windowTo create a newmessage click NewCallPilot MessageMoves amessage tothe TrashTo open amessage, doubleclick the messagelineDownloads allCallPilot messagesSubject showssender’s phonenumberTo open yourStar iconInbox, clickindicates a newFolders and Views, thenmessageCallPilot Desktop MessagingExclamation markshows that thismessage isUrgentRead receipt showsSleuth iconshows that this that your message wasopened by the recipientmessage isPrivateTo work offlineSee the instructions in the online Help for configuring Desktop Messaging so that you can work offline.To retrieve your messages before you work offline1 Log on to Lotus Notes, open your Inbox, and on the Actions menu, click Download AllMessages.When you want to work offline, log off and restart Lotus Notes in Island mode. You can then review yourmessages and record new messages from your computer. Lotus Notes stores the messages you sendin Island mode and sends them the next time you connect to the CallPilot server. You can log on toCallPilot from Island mode.12CallPilot Desktop Messaging for Lotus Notes

Playing a messageTo play a voice messageTo open a voice message, double-click the message line. The CallPilot Player appears.You can choose to play your voice messages from your computer or your telephone by clicking theTelephone or Computer icon in the CallPilot Player. You can change this selection at any time. If youselect Telephone, the phone rings when you open a message, and the message plays when youanswer. If you select Computer, your messages play through your computer’s speakers or yourheadphones.Movemessage toTrashReply to AllReplyForwardPosition inmessageDuration ofmessagePlay/replayClick to play allmessages fromyour computerStopAdjust volumeGo to startof messageClick to play allmessages fromyour telephoneSkip backSkip forwardGo to endof messageAdjust speedTo change your audio device1 On the CallPilot Player by click the Telephone or Computer icon.Or1 In Lotus Notes, on the Actions menu, click CallPilot Configuration.2 Click the Audio tab, and select Telephone or Computer.To change the telephone number that CallPilot dials to play your voice messages1 On the Audio tab make sure that Telephone is selected as your audio device, then change thetelephone number.CallPilot Desktop Messaging for Lotus Notes13

Recording a messageTo record and send a voice messageYou create a voice message by opening a new CallPilot message and recording a message from yourcomputer or your telephone. You can send the message or save it to send later.123456In the CallPilot Desktop Messaging Inbox, click the New CallPilot Message icon.On the CallPilot Player, click the Record button to start recording.If you are recording from the computer, record your message into the microphone. Click Stop toend the recording.If you are recording from the telephone, answer it when it rings. At the tone, record your message.Click Stop to end the recording, and then hang up.Click To to open your personal Address Book, or type the formatted address in the To field.For addressing information, see “Addressing messages” on page 16.Add attachments and options if required. See “Adding attachments “ on page 15 and “Settingmessage options“ on page 17.On the toolbar, click the Send Message icon.Click the AttachFile icon toattach a voicefileSend MessageSaveOpens the PersonalAddress Book. Youmust use CallPilotaddresses, note-mail addresses.Click the Telephoneicon to open theCallPilot Player,and then recordyour messageMessage options: Urgent or NormalDelivery Public or Private Read receiptStopClick to record allmessages fromyour computerClick to record allmessages fromyour telephoneAdjust volumeRecord/StopAdjust speedTo save a newly created voice message as a fileYou can record a voice message and save it as a file to use later.1 In a new CallPilot message, record a message.2 On the File menu, click Save as.3 In the File name box, type a name for the file, select a folder to keep the file in, then click Save.Save a voice file as a vbk file if your recipients are CallPilot users. Save the file as a wav file ifsome of your recipients do not use CallPilot.14CallPilot Desktop Messaging for Lotus Notes

Forwarding and replying to a messageYou can forward a voice message and record an introduction to send with it. You can also record areply to the sender of a message, or to the sender and all the recipients of a message.To forward or reply to a message4 In an open message, click the Forward,Reply, or Reply to all icon.56Follow the steps for recording a message onpage 14.Address the message the same way that youaddress a new message. Refer to “Addressinga message” on page 16. If you are replying toa message, your reply is addressedautomatically.You can change the subject line before you sendthe message.Note: Do not use the right-click menu to forward aDesktop Messaging message. To forward a message,either: open the message and forward it from the CallPilotwindowor select the message in the Inbox and forward itfrom the toolbar.Adding attachmentsBefore you send a message, you can attach a voice file to it. You can send either vbk or wav files toCallPilot recipients. Voice files that you send to recipients who do not use CallPilot must be wav files.For more information see “Sending a message to an external recipient” on page 5.To attach a file to a message1 In a new CallPilot message, click the AttachFile icon.23Browse for the file you want to attach or typethe name of the voice file in the File name box.The files you attach must be in wav or vbkformat.Click the Open button to attach the file andreturn to the new CallPilot message.CallPilot Desktop Messaging for Lotus Notes15

Addressing a messageTo address a message manuallyYou can type an address directly into the To box of a new message. Enclose the address in quotationmarks. Refer to the online Help for the correct addressing formats.You can download the names and addresses of any CallPilot users on your Lotus Notes server to yourpersonal Address Book. After you download this list, you can add to it or edit it.To download CallPilot addresses to your personal Address Book1 For automatic download, in your Inbox, on the Actions menu, click CallPilot Configuration, andthen click the Address Book tab.2 Select Download address book at logon, then click the OK button.1234OrFor manual download, in your Inbox, on the Actions menu, click CallPilot Configuration, thenclick the Address Book tab. Make sure the Download Address Book at logon box is not checked.In the Workspace at Office window, double-click the Address Book icon.In your personal Address Book, in the left pane, click People (CallPilot).On the Actions menu, click Download CallPilot Address Book.To add names to your personal Address BookYou can create a CallPilot address manually andadd it to your personal Address Book.1234567Double-click the Address Book icon in theWorkspace at Office window.Select People (CallPilot), and then click theAdd Person button.Enter at least a Last Name and First Name.Click the arrow beside CallPilot Address toopen the CallPilot Address Assistant. Selectthe appropriate address type.In the Address dialog box, enter the required details. Refer to the online Help for the correctaddressing formats.Click Add Address to Personal Address Book, and then click the OK button.In Person (CallPilot), click the Save button, then click the Close button.To address a message from the address book1 In a new CallPilot message, click To and select either the CallPilot address list on your Lotus Notesserver, or, in your personal Address Book, select People or Groups (CallPilot).2 From the Name list, select the name of the recipient.Click To - . To select one or more addresses, click To - after each one.3 Click the OK button to return to the new CallPilot message.16CallPilot Desktop Messaging for Lotus Notes

Setting message optionsIn a new CallPilot message, you can set priority, sensitivity, and acknowledgment options.To set Delivery priority for a messageSelect Urgent, or leave the setting as Normal. TheEconomy option is the same as the Normal setting.To set Sensitivity for a messageSelect Private, or leave the setting as Public.Be aware that messages you send marked Privatecan be forwarded by the recipient. Also, recipientsin non-CallPilot systems may not be informed ofPrivate settings. In your message, tell the recipientthat the message is Private.To request a Read receiptSelect Read receipt to request acknowledgmentthat the recipient received the message. Deliveryreceipt is not supported.Configuring Lotus Notes to automatically check for messagesTo make sure that your Lotus Notes messages are current, you can configure Lotus Notes toautomatically check for messages.To configure Lotus Notes to automatically check for messages1 On the File menu click Preferences and then click User Preferences.2 Click Mail and News Settings.3 At the Receiving option select Check for new mail every minutes, and enter a number for howoften you want Lotus Notes to check for new messages.For more information about configuring Lotus Notes, refer to your Lotus Notes documentation.Deleting a messageWhen you delete a message in Lotus Notes, the message moves to the Trash folder. To permanentlydelete these messages, select Actions and click Empty Trash.To delete a message while it is open, click the Empty Trash icon on the toolbar of the open message todelete the message. The message is permanently deleted, and does not move to the Trash folder.CallPilot Desktop Messaging for Lotus Notes17

CallPilot Desktop Messagingfor Novell GroupWiseWhen you open Novell GroupWise, your CallPilot messages appear in the CallPilot Desktop Messagingfolder. You can open, move, copy, delete, forward, and reply to messages, and compose newmessages.The CallPilot indicator in the Windows system tray turns red when you have a new message.To create a newmessage, clickthe New CallPilotMessage iconThe CallPilotDesktop Messagingfolder contains yourCallPilot messagesSubject shows thesender’s phonenumber.You can move amessage to a newfolder that you createinside your CallPilotfolder.Red icon meansthat this messageis urgentDate and timereceivedNew messagesappear in boldTo open a message,double-click themessage lineA Read receiptshows that therecipient openedyour message.To work offlineTo work offline, you need a computer that has Desktop Messaging installed and configured in the sameway as your office computer.123Log on to Novell GroupWise.On the Tools menu click CallPilot Desktop Messaging.Click Download all CallPilot Messages. You can now work offline, review your messages andrecord new messages from your computer. CallPilot stores your new messages and sends themthe next time you log on to the CallPilot server.18CallPilot Desktop Messaging for Novell GroupWise

Playing a messageTo play a voice messageTo open a voice message, double-click the message line. The CallPilot Player appears.You can choose to play your voice messages from your telephone or your computer by clicking theTelephone or Computer icon in the CallPilot Player. You can change this selection at any time. If youselect Telephone, the phone rings when you open a message, and the message plays when youansw

CallPilot Mini/150 Desktop Messaging Quick Reference Guide . Welcome to CallPilot Desktop Messaging 1 Welcome to CallPilot Desktop Messaging With CallPilot Desktop Messaging from Nortel Networks you can access your CallPilot mailbox from your personal co

Related Documents:

CallPilot Unified (Desktop) Messaging online Help and online guides CallPilot Reference Guide for CallPilot 150 CallPilot Mini Reference Guide for CallPilot Mini For information about setting up CallPilot Message Networking refer to the: CallPilot Message Networking Set Up and Operation Guide CallPilot Manager Set Up and .

CallPilot 2.5 Unified Messaging User Guide for Internet Clients CallPilot 2.5 Unified Messaging User Guide for Lotus Notes CallPilot 2.5 Unified Messaging User Guide for Microsoft Outlook CallPilot 2.5 Unified Messaging User Guide for Novell GroupWise Convention Example Used for Word

Installing the CallPilot 100/150 5 CallPilot 100/150 Quick Start Guide Mounting the CallPilot 100/150 on the wall 1 Attach the wall mount bracket to a secure surface by the two inner holes. Use anchors, as necessary. 2 Slip the slot on the back (near the top) of the CallPilot 100/150 onto the bracket. 3 Secure the CallPilo

Nortel Networks Call Center Set Up and Operation Guide. For CallPilot 100/150, you can choose either CallPilot or Call Center as your primary application. Desktop Messaging With Desktop Messaging subscribers can access their CallPilot mailbox from their personal computer. Subscribers can manage all of their voice messages from one graphical .File Size: 1MBPage Count: 148

CallPilot on Nortel Networks switches, and have varying storage, user, traffic, and redundancy options. CallPilot Desktop Messaging software requires the end user to have an industry-standard desktop computer. Although My CallPilot can be utilized from the

CallPilot Message Networking Set Up and Operation Guide Chapter 1 About CallPilot Message Networking This guide leads a System Administrator through setting up Message Networking and is an ongoing reference aid. Use this guide if you have a Business Communications Manager, CallPilot Mini or CallPilot 150 system.

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

Curriculum Framework. In addition, the Enhanced Scope and Sequence provides teachers with sample lesson plans aligned with the standards and their related essential understandings, knowledge, and skills. School divisions and teachers can use the Enhanced Scope and Sequence as a resource for developing sound curricular and instructional programs. These materials are intended as examples of ways .