Nortel CallPilot Mini User manual

CallPilot Mini Quick Start Guide
www.nortelnetworks.com
© 2004 Nortel Networks
P1002915 Issue 01
Printed in Canada

2Regulatory information for CallPilot Mini
P1002915 Issue 01
Regulatory information for CallPilot Mini
Copyright © 2004 Nortel Networks
All rights reserved. January 30, 2004.
The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty.
Users must take full responsibility for their applications of any products specified in this document. The information in this
document is proprietary to Nortel Networks NA Inc.
Trademarks
NORTEL NETWORKS is a trademark of Nortel Networks.
All other trademarks and registered trademarks are the property of their respective owners.
Statement of conditions
In the interest of improving internal design, operational function, and/or reliability, Nortel Networks NA Inc. reserves the right to
make changes to the products described in this document without notice.
Nortel Networks NA Inc. does not assume any liability that may occur due to the use or application of the product(s) or circuit
layout(s) described herein.
FCC Regulations
This equipment complies with Federal Communications Commission Rules and Regulations Part 68 when connected to a Meridian
1 switch. This equipment does not connect directly to the public switched telephone network.
DOC Regulations
This equipment complies with the Canadian Department of Commerce CS-03 Rules and Regulations for connection to
Meridian 1 switches.
Radio Frequency Interference
This equipment generates, uses and can radiate radio frequency energy and if not installed and used in accordance with the
instruction manual may cause interference to radio communications. It has been tested and found to comply with the limits for a
Class A computing device pursuant to Part 15 of the FCC Rules, EN55022, CISPR22 and CSA specification C108.8, which are
designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this
equipment in a residential area is likely to cause interference, in which case users will be required, at their own expense, to take
whatever measures are necessary to correct the interference.
CallPilot Mini contains fragile electronic parts. Do not drop or bump it.
Warning:
This is a Class A product. In a domestic environment this product may cause radio interference, in which case the
user may be required to take adequate measures.

Installing the CallPilot Mini 3
CallPilot Mini Quick Start Guide
Installing the CallPilot Mini
Unpack CallPilot Mini
Mount the CallPilot Mini
on the wall
Connect the TCM and
power cables
Create an ACD Queue for CallPilot Mini
– Determine the CallPilot Mini TNs
– Create an ACD Queue
– Assign the CallPilot Mini TNs as agents on the ACD Queue
Can you use the default
IP address
192.168.110.10
Change the IP address
serial or Ethernet cable
Change the IP address
using the serial port Change the IP address
using an Ethernet
crossover cable
Connect the CallPilot
Mini to the LAN
Run the
Quick Install Wizard
Start CallPilot Mini Administration programming.
Refer to the CallPilot Manager Set Up and Operation Guide.
Yes
No
Ethernet
Serial

4Configuring the Meridian 1 PBX to work with CallPilot Mini
P1002915 Issue 01
Mounting the CallPilot Mini on the wall
1Attach the wall mount bracket to a secure surface by the two inner holes. Use anchors, as
necessary.
2Slip the slot on the back (near the top) of the CallPilot Mini onto the bracket.
3Secure the CallPilot Mini using a screw in the lower screw hole.
Connecting the CallPilot Mini
1Open the CallPilot Mini by inserting a flat screwdriver into the slot on the right-hand side of
the door and pressing the tab out of the way.
2Connect a TCM cable to Port A and to Port B.
Table 1 shows the pin out of Port A and Port B.
3Connect the other end of the TCM cables to station ports on your telephone system.
4Connect the power cable to the CallPilot Mini and the wall socket.
5Run all the cables through the cable trough at the top of the CallPilot Mini.
6Close the lid.
Configuring the Meridian 1 PBX to work with CallPilot Mini
The Meridian 1 PBX uses an ACD Queue to route calls to the CallPilot Mini.
An ACD Queue is a feature that distributes calls to available ACD Agents. For the ACD Queue
used with CallPilot Mini, the Directory Number (DN) of the ACD Queue is the Voicemail DN and
the CallPilot Mini ports are the ACD Agents. When a user dials the Voicemail DN, the ACD
Queue routes the call to the an available CallPilot Mini port.
Table 1 Port A and Port B Pinouts
Pin number Port A Port B
1 no connection no connection
2 TCM 3 TCM 4
3 TCM 1 TCM 2
4 TCM 1 TCM 2
5 TCM 3 TCM 4
6 no connection no connection
Note: Do not connect the Ethernet cable for your LAN to the Ethernet port until you
determine if the CallPilot Mini address is compatible with the network. For
information about the default CallPilot Mini IP address and how to change the IP
address, refer to “Connecting to the CallPilot Mini” on page 9.

Configuring the Meridian 1 PBX to work with CallPilot Mini 5
CallPilot Mini Quick Start Guide
To add an ACD Queue:
1Determine the Terminal Numbers (TN) used to connect to the CallPilot Mini.
You can have a maximum of eight TNs used for the CallPilot Mini.
2Create an ACD Queue for the CallPilot Mini.
Alternately, you can use the pre-assigned Meridian Mail ACD Queue. If you to use the
Meridian Mail ACD Queue, delete any default ACD Agents assigned to the ACD Queue.
For information about how to create an ACD Queue, refer to “Creating an ACD Queue” on
page 5.
3Assign the Terminal Numbers determined in step 1 as ACD Agents for the CallPilot Mini
ACD Queue. Make sure you assign all of the Terminal Numbers that are connected to the
CallPilot Mini.
For information about how to assign Agents to the ACD Queue, refer to “Assigning ACD
Agents” on page 7.
Creating an ACD Queue
All of the steps below are performed on the Meridian 1 PBX using a terminal connection.
1At the main prompt type, LD 23.
The following messages appear:
ACD000
MEM AVAIL: (U/P): 477336 USED: 112487 TOT: 589823
DISK RECS AVAIL: 453
ACD DNS AVAIL: 32744 USED: 23 TOT: 32767
2Respond to the prompts according to Table 2.
Note: Four of the TNs represent the physical lines that are connected to the CallPilot
Mini. The other four TNs are the data channels of the upper TNs (TNs 16-32) that
correspond the lower TNs (TNs 0-15) assigned to the CallPilot Mini.
For example, if you assign TN 4 0, TN 4 3, TN 4 5, TN 4 9 to the lines connected to
the CallPilot Mini, then you must also assign TN 4 16, TN 4 19, TN 4 21 and TN 4 25
to CallPilot Mini.
Note: The numbers shown in the above messages are examples only. The numbers
that appear on your display may be different.
Note: For any of the prompts not listed in the table below, press the Enter key to
accept the default value.

6Configuring the Meridian 1 PBX to work with CallPilot Mini
P1002915 Issue 01
3Respond to the prompts according to Table 3.
Table 2 Creating an ACD Queue, step 1
Prompt Response Comment
REQ NEW
TYPE ACD
CUST 0
ACDN 5666 Enter the Directory Number for this ACD Queue.
In the example shown, 5666 represents the Directory Number of the
ACD Queue.
MWC NO
MAXP 8
NCFW 0
IVR YES
ALOG YES
Note: For any of the prompts not listed in the table below, press the Enter key to
accept the default value.
Table 3 Creating an ACD Queue, step 2
Prompt Response Comment
REQ CHG
TYPE ACD
CUST 0
ACDN 5666 Enter the Directory Number for this ACD Queue.
In the example shown, 5666 represents the Directory Number of the
ACD Queue.
MWC YES
Note: For more information about how to create and modify ACD Queues, refer to
the documentation that came with your Meridian 1 PBX.

Configuring the Meridian 1 PBX to work with CallPilot Mini 7
CallPilot Mini Quick Start Guide
Assigning ACD Agents
All of the steps below are performed on the Meridian 1 PBX using a terminal connection.
1At the main prompt type, LD 11.
2Respond to the prompts according to Table 4.
Note: For any of the prompts not listed in the table below, press the Enter key to
accept the default value.
Table 4 Assigning ACD Agents
Prompt Response Comment
REQ NEW
TYPE 2616
TN 4 0 Type one of the Terminals Numbers (TNs) assigned to CallPilot Mini.
The TN shown (4 0) is an example only.
DES AGENT1 Type a name for this agent.
The name shown (AGENT1) is an example only.
CLS FLXA VCE WTA
CNDA DNDD
KEY 00 ACD 5666 0 5701 Type the ACD Queue number of the ACD Queue assigned to CallPilot
Mini. In the example shown, 5666 is the ACD Queue number.
Type the Agent Position ID number. You can enter any unique ID
number. In the example shown, 5701 is the Agent Position ID number.
KEY 01 SCR 5801 Type the Outbound Dial DN. You can use any unique DN.
In the example shown, 5801 is the Outbound Dial DN.
KEY 02 AO3
KEY 03 TRN
KEY 04 NRD
KEY 05 MIK
KEY 06 MCK
Note: For more information about how to add agents to an ACD Queue, refer to the
documentation that came with your Meridian 1 PBX.

8Initializing the CallPilot Mini
P1002915 Issue 01
Enabling the Call Forward on Busy message
When a caller dials a CallPilot Mini user that is busy on another call, the caller is forwarded to the
user’s mailbox. The caller will also hear a message stating that the user is on the phone, if you
ensure that the Hunt prompt in LD 95 is set to B.
All of the steps below are performed on the Meridian 1 PBX using a terminal connection.
1At the main prompt type, LD 95.
2Respond to the prompts according to Table 4.
Initializing the CallPilot Mini
Initializing the CallPilot Mini sets the system parameters to their default settings and sets some
global parameters. When the initialization is completed, the CallPilot Mini is operational and
ready for you to begin administration programming.
You initialize CallPilot Mini using CallPilot Manager. To use CallPilot Manager, you must have a
network connection to the CallPilot Mini or an Ethernet crossover cable.
To initialize CallPilot Mini using CallPilot Manager you need to:
• determine if your computer meets the CallPilot Manager requirements
• connect to the CallPilot Mini
• run the Quick Install Wizard
Note: For any of the prompts not listed in the table below, press the Enter key to
accept the default or current value.
Table 5 Assigning ACD Agents
Prompt Response Comment
REQ NEW
TYPE CPND
HUNT B This is the default value for this prompt.

Initializing the CallPilot Mini 9
CallPilot Mini Quick Start Guide
Computer requirements for CallPilot Manager
You access CallPilot Manager using a web browser on a computer that is connected to the
CallPilot Mini.
• The computer you use to access CallPilot Manager must be compatible with Microsoft®
Windows®and capable of running your web browser.
• To use CallPilot Manager, you must have one of the following browsers:
— Netscape Communicator14.5 or later
— Microsoft Internet Explorer24.0 or later
Connecting to the CallPilot Mini
To connect to the CallPilot Mini, you need the IP address of the CallPilot Mini and a connection to
the network that the CallPilot Mini is on.
The default IP address for CallPilot Mini is 192.168.110.10.
If you can use the default IP address
If the default IP address is compatible with your network, connect the LAN cable to the Ethernet
port on the CallPilot Mini and proceed to “Running the Quick Install Wizard” on page 12.
If you cannot use the default IP address
If the default IP address is not compatible, you must change the IP address before you connect the
CallPilot Mini to the network. You can change the IP address using a serial cable or an Ethernet
crossover cable (direct PC connection).
1 Netscape is a registered trademark and Communicator is a trademark of Netscape Communications
Corporation.
Note: CallPilot Manager does not support Netscape 6.0.
2 Microsoft and Windows are registered trademarks and Internet Explorer is a trademark of Microsoft
Corporation.
Note: If you are unsure if the default IP address is compatible, contact your network
administrator.

10 Initializing the CallPilot Mini
P1002915 Issue 01
Changing the IP address using a serial cable
If you are going to change the IP address using a serial cable, you need a:
•serialcable
• VT100-compatible terminal or a computer that has a VT100 compatible terminal emulation
program such as HyperTerminal
Configuring the terminal
The terminal or terminal emulation program you use must be VT100 compatible and must support
the ASCII Character set. If the terminal does not support the ASCII Character set, the text displays
incorrectly.
You must configure your terminal to the following communications parameters:
• 9600 bits per second
• 8 data bits
•noparity
• 1 stop bit
• no flow control
For information about how to set these parameters, refer to the documentation for your terminal or
terminal emulation program.
Changing the IP address using the terminal
1Attach the serial cable to the serial port on the CallPilot Mini.
2Attach the other end of the cable to the serial port on the terminal or computer.
3Ensure that your terminal or computer is powered up.
4If you are using a computer, start your terminal emulation program.
5Remove power from the CallPilot Mini.
6Reconnect power to the CallPilot Mini.
Note: The serial port is intended for temporary connections only. After you have finished
changing the IP address, remove the serial cable and close the CallPilot Mini door. Failure
to remove the serial cable may result in a non-compliant EMC configuration.
A serial cable is available as a separately available part. For information about obtaining a
serial cable, contact your Nortel Networks supplier.
Note: Steps 5 and 6 are used to force the CallPilot Mini to reboot. You can change the
IP address only while the CallPilot Mini is booting up.

Initializing the CallPilot Mini 11
CallPilot Mini Quick Start Guide
The prompt To change any of this, press any key within 5 seconds appears.
7Press the Enter key.
The prompt (M)odify any of this or (C)ontinue? appears.
8Press the Mkey and press the Enter key.
The prompt Do you want a LAN interface? appears.
9Press the Ykey and press the Enter key.
The prompt This board’s LAN IP Address (0.0.0.0 = RARP) appears.
10 Type the IP address for the CallPilot Mini in a valid dotted format and press the Enter key.
The prompt Subnet mask for LAN (0 for none) appears.
11 Type the Subnet Mask for the CallPilot Mini in a valid dotted format and press the Enter key.
The prompt Should there be a default gateway for packet routing? appears.
12 If the CallPilot Mini needs a next hop router, press the Ykey and press the Enter key.
If the CallPilot Mini does not need a next hop router, press the Nkey, press the Enter key and
go to step 15.
The prompt IP address of default gateway? appears.
13 Type the IP address of the next hop router in a valid dotted format and press the Enter key.
14 Press the Enter key until the following prompt appears.
(M)odify any of this or (C)ontinue?
15 Press the Ckey and press the Enter key.
16 Connect the LAN cable to the Ethernet port on the CallPilot Mini.
You can now initialize the CallPilot parameters. For information about how to initialize the
CallPilot, refer to “Running the Quick Install Wizard” on page 12.
Note: It will take approximately one minute for this prompt to appear.
Note: If you do not press a key within 5 seconds of this prompt appearing, repeat
steps 5 and 6.

12 Initializing the CallPilot Mini
P1002915 Issue 01
Changing the IP address using an Ethernet crossover cable
Using an Ethernet crossover cable, you can connect the CallPilot Mini to your computer. With this
connection, you can use CallPilot Manager to change the CallPilot Mini IP address before you
connect it to the network.
To use an Ethernet crossover cable, your computer must be equipped with a 10/100 BaseT
Ethernet card and support TCP/IP protocol.
Connecting the Ethernet crossover cable
1Shut down the computer.
2Attach one end of the Ethernet crossover cable to the Ethernet port on the CallPilot Mini.
3Connect the other end of the cable to the network interface card on your computer.
4Start the computer.
5Use the Quick Install Wizard to initialize the CallPilot Mini.
For information about how to use the Quick Install Wizard, refer to “Running the Quick Install
Wizard” on page 12.
Running the Quick Install Wizard
The Quick Install Wizard appears the first time you startup CallPilot Manager. The Quick Install
Wizard is a single page that gathers enough information to set up a working system. It then applies
the information and restarts the system.
You can reach CallPilot Manager from another computer through a LAN connection, WAN/
Internet connection or an Ethernet crossover cable. All of these methods create an IP connection
that allows you to run CallPilot Manager.
Use the following procedure to run the Quick Install Wizard:
1Launch your browser.
2In the URL address box, type the CallPilot Mini IP address.
For example: HTTP://192.168.110.10
The Quick Install Wizard screen appears. Depending on your system, this can take several
minutes to appear.
Note: If you do not have access to the CallPilot Mini through the network, you can use an
Ethernet crossover cable to configure all of the CallPilot Mini parameters.
Note: You must include HTTP:// to access CallPilot Manager.

Initializing the CallPilot Mini 13
CallPilot Mini Quick Start Guide
3Configure the Quick Install parameters for a CallPilot Mini according to following table.
Table 6 Quick Install Wizard parameters for a CallPilot Mini
Field name Description
IP Address Enter the IP Address for the CallPilot Mini. If you do not know the IP Address, contact your
network administrator.
This is the IP Address you will use to access the CallPilot Mini using CallPilot Manager.
Changes to the IP Address take effect when you reboot the CallPilot Mini.
If this is a re-install, the IP Address shows the current settings, not the factory default.
Warning: If you enter an FQDN in the IP Address box, you must ensure that the
FQDN for the CallPilot Mini is in the same subnet as is specified by the Subnet Mask
and the Default Gateway IP address. If you enter an FQDN that is not in the same
subnet, you may cause the CallPilot Mini to continuously reboot. To correct this
problem, use the serial interface to change the IP address of the CallPilot Mini. For
more information, refer to “Changing the IP address using a serial cable” on page 10.
Subnet Mask Enter the Subnet Mask for the CallPilot Mini. If you do not know the Subnet Mask, contact your
network administrator.
Changes to the Subnet Mask take effect when you reboot the CallPilot Mini.
If this is a re-install, the Subnet Mask shows the current settings, not the factory default.
Primary DNS Enter the IP Address of the Primary DNS server that CallPilot Mini uses. If you do not know
the IP Address, contact your network administrator.
The Primary DNS server allows you to use domain names, such as www.nortelnetworks.com,
instead of IP addresses when accessing a site.
Note: If you do not use DNS, leave this box blank. CallPilot applications, such as Digital
Networking, can use a DNS server even if you leave this box blank.
Secondary DNS Enter the IP Address of the Secondary DNS server that CallPilot Mini uses. If you do not know
the IP Address, contact your network administrator.
CallPilot Mini uses the Secondary DNS server if it cannot contact the Primary DNS server or if
the domain name is not listed in the Primary DNS server.
Note: If you do not use DNS, leave this box blank. CallPilot applications, such as Digital
Networking, can use a DNS server even if you leave this box blank.
Default Gateway Enter the IP Address of the default next-hop router. If you do not know the IP Address, contact
your network administrator.
Note: If you do not require a next-hop router, leave this box blank.
Digits per Extension Select the length of the extension number in digits.
Attendant DN Enter the directory number of the attendant. You can enter a number from 1 to 7 digits long.
Primary Language Select the default language that is used for voice prompts, text messages, and the
Auto-Attendant.
You can change the language of individual mailboxes by assigning a different Class of Service
to those mailboxes.
Country Select the country in which the CallPilot Mini is installed.
The country you select determines several country specific settings such as the telephone
number length, mailbox login sequence and Call Progress Tone Detection. You must select the
country that the CallPilot Mini is in to ensure proper operation.
The default country is North America.
Companding Type Select the companding law that is used by your Meridian 1 switch and the public switched
telephone network.
You can select A-Law or M-Law.

14 Configuring the CallPilot Mini
P1002915 Issue 01
4Click the Install button.
5Reboot the CallPilot Mini.
You can now start programming the CallPilot parameters. For information about how to program
CallPilot, refer to the CallPilot Manager Set Up and Operation Guide.
Configuring the CallPilot Mini
After you have initialized the CallPilot Mini, you can begin configuring the CallPilot features. For
information about how to configure the CallPilot Mini, refer to the CallPilot Manager Set Up and
Operation Guide.
Additional information
For more information about installing the CallPilot Mini (such as troubleshooting), refer to the
CallPilot Mini Installation and Maintenance Guide.
Mailbox Keycode If you have purchased additional mailboxes for CallPilot, enter the keycode you received with
your mailbox package.
If you have not purchased additional mailboxes, leave these boxes empty.
Use these boxes only for the keycode for additional mailboxes. Do not enter the keycode that
enables the basic voicemail application.
From Extension Enter the extension number of the first telephone in a range of telephones you want to create
a mailbox for.
A mailbox is created for this telephone and for all of the telephones up to the extension number
you enter in the To Extension box.
The mailboxes are named according the set name of the telephone and assigned Class of
Service 1.
To Extension Enter the extension number of the last telephone in a range of telephones you want to create a
mailbox for.
The extension number you enter in this box must be the same or higher than the extension
number you enter in the From Extension box.
Outdial Method Select the outdial method you want to assign to the mailboxes created using the From
Extension and To Extension boxes. You can choose None, Line, Pool or Route.
If you select None, no outdial method is assigned to the mailboxes.
If you select Route, a route is assigned as the Outdial Method for the mailboxes.
Note: If you have changed any of the IP addresses or the Subnet Mask, you must reboot the
CallPilot Mini before you start programming the CallPilot parameters.
Table 6Quick Install Wizard parameters for a CallPilot Mini
Field name Description