Nortel CallPilot User manual

Nortel CallPilot
Quickstart Guide
NN44200-313
.

Document status: Standard
Document version: 01.01
Document date: 11 July 2007
Copyright © 2007, Nortel Networks
All Rights Reserved.
Sourced in Canada.
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 warrant.
The process of transmitting data and 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 specifically authorized in writing by Nortel Networks prior to such use. Violations of the license by
alternative usage of any portion of this process or the related hardware constitutes grounds for an immediate
termination of the license and Nortel Networks reserves the right to seek all allowable remedies for such breach.
Nortel Networks and third-party trademarks appear on the following pages:
*Nortel, the Nortel logo, the Globemark, and Unified Networks, BNR, CallPilot, DMS, DMS-100, DMS-250,
DMS-MTX, DMS-SCP, DPN, Dualmode, Helmsman, IVR, MAP, Meridian, Meridian 1, Meridian Link, Meridian Mail,
Norstar, SL-1, SL-100, Succession, Supernode, Symposium, Telesis, and Unity are trademarks of Nortel Networks.
3COM is a trademark of 3Com Corporation.
ACCENT is a trademark of Accent Software International Ltd.
ADOBE is a trademark of Adobe Systems Incorporated.
AMDEK is a trademark of Amdek Corporation.
AT&T is a trademark of American Telephone and Telegraph Corporation.
ATLAS is a trademark of Quantum Corporation.
ATRIA is a trademark of Pure Atria Corporation.
BLACKBERRY is a trademark of Research in Motion Limited.
CASEWARE is a trademark of Caseware International, Inc.
CONTINUUS is a trademark of Continuus Software Corporation.
CRYSTAL REPORTS is a trademark of Seagate Software Inc.
DEFINITY is a trademark of Avaya 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 of Computer Associates Think Inc.
DIRECTX, EXCHANGE.NET, FRONTPAGE, INTERNET EXPLORER, LINKEXCHANGE, MICROSOFT,
MICROSOFT EXCHANGE SERVER, MS-DOS, NETMEETING, OUTLOOK, POWERPOINT, VISUAL STUDIO,
WINDOWS, WINDOWS MEDIA, and WINDOWS NT are trademarks of Microsoft Corporation.
GROUPWISE and NOVELL are trademarks of Novell Inc.

HITACHI is a trademark of Hitachi Limited.
LOGITECH is a trademark of Logitech, Inc.
LUCENT is a trademark of Lucent Technologies, Inc.
MATRA is a trademark of Matra Hachette.
MCAFFEE and NETSHIELD are trademarks of McAfee Associates, Inc.
MYLEX is a trademark of Mylex Corporation.
NET2PHONE is a trademark of Net2Phone, Inc.
NETOPIA is a trademark of Netopia, Inc.
NETSCAPE COMMUNICATOR is a trademark of Netscape Communications Corporation.
NOTES is a trademark of Lotus Development Corporation.
NORTON ANTIVIRUS and PCANYWHERE are trademarks of Symantec Corporation.
POWERQUEST is a trademark of PowerQuest Corporation.
PROMARK and RHOBOT are trademarks of DMI Promark, Inc.
QUICKTIME is a trademark of Apple Computer, In.
RADISYS is a trademark of Radisys Corporation.
ROLM is a trademark of Siemens ROLM Communications Inc.
SLR4, SLR5, and TANDBERG 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.
US ROBOTICS, the US ROBOTICS logo, and SPORTSTER are trademarks of US Robotics.
WINAMP is a trademark of Nullsoft, Inc.
WINRUNNER is a trademark of Mercury Interactive Corporation.

5
Contents
How to get help 7
Getting help from the Nortel Web site 7
Getting help over the phone from a Nortel Solutions Center 7
Getting help from a specialist by using an Express Routing Code 7
Getting help through a Nortel distributor or reseller 8
CallPilot 5.0 installation 9
Prerequisites to CallPilot 5.0 installation 9
CallPilot 5.0 installation tasks 10
Time requirements 11
CS 1000/M1 system status check 13
CS 1000/M1 system status check tasks 13
Checking the current IP address of the PBX (LD 117) 14
Checking the currently configured VAS IDs 14
Checking the ELAN interface status of the PBX (LD 137) 15
Enabling the ELAN interface of the PBX (LD 137) 15
Checking the status of the ELAN connection to the PBX (LD 48) 15
CallPilot resource configuration 17
CallPilot resource configuration tasks 17
Configuring a new ELAN ID and VAS ID (LD 17) 18
Configuring system parameters (LD 17) 19
Defining CallPilot in the customer data block (LD 15) 20
Configuring the Route Data Block (LD 16) 22
Configuring Automatic Call Distribution (LD 23) 23
Configuring the DFDN (LD 23) 24
Configuring the CDN queue (LD 23) 25
Configuring ACD agents (LD 11) 26
Provisioning telephones (LD 11) 28
Enabling card slots (LD 32) 29
Saving CS 1000/M1 changes (LD 43) 30
CallPilot server general description 31
600r CallPilot server 31
Front panel 31
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.

6Contents
Back panel 32
1005r CallPilot server 33
Front panel 33
Back panel 35
CallPilot server preinstallation 37
Recommended tools 37
CallPilot server preinstallation tasks 38
Choosing a location 38
Preparing the site 38
Connecting to the network 39
Unpacking the server 39
CallPilot server installation 41
CallPilot server installation tasks 41
Rack-mounting the server 41
Installing peripheral devices 42
Installing cables and grounds 43
Performing preboot checks 44
Connecting the server to power and starting it 45
CallPilot server configuration 47
CallPilot server configuration tasks 47
Logging on to the CallPilot server 47
Completing the Setup Wizard and installing PEPs 47
Running the Configuration Wizard 49
Configuring new mailboxes and additional tasks 52
Backing up the system 53
CallPilot server testing 55
CallPilot server testing tasks 55
Checking CallPilot connectivity and channels 55
Verifying that you can log on to mailboxes 56
Verifying that you can leave a message 57
Verifying that you can retrieve a message 57
Verifying that each CallPilot channel is functioning correctly 57
Testing pcAnywhere using a remote PC 58
What is next? 59
Installing the CallPilot 5.0 image 61
Configuring phantom DNs 63
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.

7
How to get help
This chapter explains how to get help for Nortel products and services.
Getting help from the Nortel Web site
The best way to get technical support for Nortel products is from the Nortel
Technical Support Web site:
www.nortel.com/support
This site provides quick access to software, documentation, bulletins, and
tools to address issues with Nortel products. From this site, you can:
•download software, documentation, and product bulletins
•search the Technical Support Web site and the Nortel Knowledge Base
for answers to technical issues
•sign up for automatic notification of new software and documentation
for Nortel equipment
•open and manage technical support cases
Getting help over the phone from a Nortel Solutions Center
If you do not find the information you require on the Nortel Technical Support
Web site, and you have a Nortel support contract, you can also get help
over the phone from a Nortel Solutions Center.
In North America, call 1-800-4NORTEL (1-800-466-7835).
Outside North America, go to the following Web site to obtain the phone
number for your region:
www.nortel.com/callus
Getting help from a specialist by using an Express Routing Code
To access some Nortel Technical Solutions Centers, you can use an Express
Routing Code (ERC) to quickly route your call to a specialist in your Nortel
product or service. To locate the ERC for your product or service, go to:
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.

8How to get help
www.nortel.com/erc
Getting help through a Nortel distributor or reseller
If you purchase a service contract for your Nortel product from a distributor
or authorized reseller, you can contact the technical support staff for that
distributor or reseller.
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.

9
CallPilot 5.0 installation
The CallPilot 5.0 Quickstart Guide provides basic instructions on new
hardware installation and basic configuration of a CallPilot 5.0 system. After
using this guide to set up a basic CallPilot configuration, you should be
able to dial a mailbox, leave a message and retrieve a message using the
telephone. For more detailed configuration information, see the appropriate
technical documentation.
This document is designed to be followed from start to finish and is intended
for experienced installers.
Prerequisites to CallPilot 5.0 installation
Before you proceed with installation of a CallPilot 5.0 system using this
guide, you should have the following knowledge and skills:
•Understanding of basic programming and provisioning for CallPilot 5.0.
•Understanding of basic programming and provisioning for the
Communication Server 1000 (CS 1000) or Meridian 1 (M1) system.
•Knowledge of personal safety precautions to take to minimize risk of
injury when installing components.
DANGER
Risk of injury by electric shock
To minimize risk of injury by electric shock, take care when
working with power equipment and connections.
DANGER
Risk of injury by laser
Never look directly into the end of a fiber cable or use an
optical device to look at the end of a fiber cable unless you are
certain that the other end of the cable is not connected. The
laser traveling through a fiber cable can injure the retina.
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.

10 CallPilot 5.0 installation
•Understanding of electrostatic discharge and how to prevent it.
Electrostatic discharge (ESD) is the transfer of charge between
bodies at different electrical potentials. ESD can change the electrical
characteristics of a semiconductor device and degrade or destroy it.
ESD can also disrupt the normal operation of an electronic system by
causing equipment malfunction or failure. Follow these guidelines to
prevent ESD:
— To dissipate or neutralize electrostatic charges, use proper grounding
and use conductive or dissipative materials.
— When handling modules, always wear an antistatic wrist strap
connected to the same ESD grounding point as the equipment being
worked on. Any charge in your body will go to ground rather than
transferring to hardware modules.
— Always set modules on appropriate antistatic material. Proper
antistatic packaging effectively shields the product from charge
and reduces the generation of charge caused by movement of the
product within the container.
•Knowledge of general practices to protect equipment modules from
damage. Follow these guidelines to prevent damage to equipment
modules:
— Handle modules by the faceplate. Do not touch pins or electrical
connections.
— Do not leave slots open. All slots must be filled with modules or
be covered with slot covers, if empty, in order to maintain safety
compliance, proper cooling, and EMI containment in the shelf.
— Ensure that your environment meets the necessary requirements for
temperature, humidity, and cleanliness. Refer to the environmental
requirements for your switch and server in the CallPilot server
configuration guide for your switch model.
— Replace the optional air filter regularly (approximately every three
months) in order to maintain proper cooling and airflow through the
shelf.
— Do not over-tighten thumb screws or lug nuts. Tighten until snug
plus a quarter turn. If you use a power tool to tighten screws, use a
low torque setting (2–3 lbs/sq in).
CallPilot 5.0 installation tasks
The following is a list of the CallPilot 5.0 installation tasks covered in this
guide, listed in the correct sequence. To link to detailed procedures for
each task, click the text.
•"CS 1000/M1 system status check tasks" (page 13)
Nortel CallPilot
Quickstart Guide
NN44200-313 01.01 Standard
5.0 11 July 2007
Copyright © 2007, Nortel Networks
.