Spectrel Spectel Reserver Application Instruction Manual

Spectel Reserver Application
for Lotus Notes 1.2
Installation and
Administration Guide
Document Number 81100219 Rev C

Copyright 2004 Spectel, Incorporated. All rights reserved.
Spectel, Incorporated, makes no representations or warranties regarding the contents of
this document. Information contained herein is subject to change without notice. The
software described in this document is furnished under a license agreement and may be
used only in accordance with the terms of the agreement. It is against the law to copy the
software on any medium except as specifically allowed in the license agreement. No part
of this manual may be reproduced or transmitted in any form or by any means, electronic
or mechanical, including photocopying, without the express written permission of Spectel,
Incorporated.
Spectel, the Spectel logo, BridgeTalk, Click-2-Conference, Web Portal, IMM, Internet
Meeting Manager,Spectel MultiSite Application, ProtoCall, Reserver, Spectel Reserver for
Microsoft Outlook, Spectel Reserver for Lotus Notes, SRB, 7 Series, Spectel 70, Spectel
700, Spectel 780, and Spectel 7000 are either trademarks or registered trademarks of
Spectel, Incorporated. All rights reserved. All other company and/or product names
mentioned are trademarks are trademarks of their respective owner.
Lotus, Lotus Notes, LotusScript, Notes Mail, NotesSQL, NotesView, 1-2-3, Organizer,
SmartIcons, and SmartSuite are registered trademarks of Lotus Development
Corporation.
Spectel, Incorporated
Document Number 81100219 Rev C

iii
Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
New features with this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Contacting Spectel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Chapter 1:
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Installation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Installing the components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Installing the server software . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Configuring Domino template and database files . . . . . . . . . . . . . . . 1-5
Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . 1-7
Installing the client software (centralized method). . . . . . . . . . . . . . . 1-7
Viewing the Reserver Program Files directory . . . . . . . . . . . . . . . . . . . 1-8
Uninstalling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Uninstalling the client software. . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Uninstalling the server software . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Restoring the standard Lotus Notes NTF files. . . . . . . . . . . . . . . . .1-10
Chapter 2:
Configuring the Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Overview of components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Defining bridge parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Chapter 3:
Creating and Modifying a Conference Call . . . . . . . . . . . . . . . . . . . . . 3-1
Setting up and scheduling a Conference Call . . . . . . . . . . . . . . . . . . . 3-2
Selecting the basic requirements . . . . . . . . . . . . . . . . . . . . . . . 3-2
Selecting a repeating conference . . . . . . . . . . . . . . . . . . . . . . . 3-4
Sending an invitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Creating a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

iv Reserver for Lotus Notes 1.2 Installation and Administration Guide
Using Calendar options . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-13
Modifying Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a one-time Conference Call. . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a series of Conference Calls . . . . . . . . . . . . . . . . . . . . 3-13
Modifying a conference in progress . . . . . . . . . . . . . . . . . . . . . .3-15
Deleting a scheduled Conference Call. . . . . . . . . . . . . . . . . . . . .3-15
Deleting series Conference Calls . . . . . . . . . . . . . . . . . . . . . . .3-17
Using an On Demand Conference Account . . . . . . . . . . . . . . . . . . . 3-20
Setting On Demand Conference Details. . . . . . . . . . . . . . . . . . . . 3-20
Creating an On Demand Conference . . . . . . . . . . . . . . . . . . . . . 3-21
Data Conference Support . . . . . . . . . . . . . . . . . . . . . . . . . . .3-22
Appendix A: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A- 1
Distributing Client Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Using the Client Distribution Manager . . . . . . . . . . . . . . . . . . . . . . . A-3
Editing the Administration Execution Control List (ECL). . . . . . . . . . . . A-7
Distributing mail messages . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
Installing the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Uninstalling the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Appendix B:
Setting Time Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B- 1
Time zone names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Appendix C: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C- 1
Error Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IX-1

v
Preface
The Reserver for Lotus Notes 1.2 Installation and Administration Guide provides
information on installing and configuring Reserver for Lotus Notes.
Reserver for Lotus Notes enables you to set up meetings and schedule conference calls
within your Lotus Notes E-mail and calendar applications.
The following is a list of other information you can use with this guide:
• For information on the Spectel 780/Spectel 700 bridges, see the Spectel 700
Administration and Maintenance Guide.
• For instructions on using Reserver for Lotus Notes, see the Reserver for Lotus Notes
online help.
New features with this release
• Support for latest versions of Lotus Notes/ Domino
The latest release of Reserver for Lotus Notes supports versions 5.0.12, 6.0.1 and
6.5.1 of Domino and Notes.
• Authenticate to CRS using the end user’s email address.
Reserver for Lotus Notes authenticates to the CRS using the end user’s email
address in addition to the existing account number or contact name.
• Support for latest versions of the Spectel 700 (version 3.3).
Reserver for Lotus Notes supports the scheduling of conferences with the most recent
production version of the Spectel 700.
• Support for latest version of the CRS
Reserver for Lotus Notes supports the latest CRS release (2.3.11.3).
• Support for DataXChange
Reserver for Lotus Notes supports Data XChange. For more information see “Adding
advanced features” on page 3-9.
• New advanced features.
Reserver for Lotus Notes provides a new list of advanced conference features. These
include:

vi Reserver for Lotus Notes 1.2 Installation and Administration Guide
- Auto Extend Ports
- Auto Extend Duration
- Billing Code Prompt
- Save Options
- Moderator blocked dial out
- Global conferences
- Prompt set selection for the conference.
- System administrators can set a default value for the above settings on an individ-
ual basis.
For more information see, “Adding advanced features” on page 3-9.
• On Demand Conference account.
On Demand Conference functionality is available with the latest release of Reserver
for Lotus Notes. For more information, see “Using an On Demand Conference
Account” on page 3-20.
Conventions
The following table includes conventions that appear in this guide.
Convention Description
Choose To choose a command from the Menu bar.
For example, “Choose File - Exit” means to move the cursor
to “File” in the Menu bar, hold down the left mouse button,
then move the cursor to “Exit,” and finally release the left
mouse button.
Click To select an item by placing the cursor over the named object
and then pressing the left mouse button.
For example, if the manual says “Click OK,” select OK using
the mouse.
Enter To enter text using a keyboard.
For example, if the manual says “enter a filename,” type the
name of a file that you want to use.

vii
Contacting Spectel
You can contact Spectel at:
KEYNAME Text displayed in is a keyname, for example ESC or ENTER.
In certain cases, the guide refers to a combination of keys,
such as CTRL+ENTER. This means that you must
simultaneously press the CTRL and ENTER keys (hold down the
CTRL key, and then press ENTER).
Press To input a specific key or key sequence. (See KEYNAME in this
table.)
Select To highlight, for example, a row in a display or a list item, or
select a check box or a radio button.
Edit entry To modify text displayed in a table.
Corporate
Headquarters Spectel, Incorporated 21 Stillorgan Industrial Park
Co. Dublin, Ireland
Tel: [phone]
US Toll Free: 1 877 535 9290
Fax: [phone]
US
Headquarters Spectel, Incorporated 200 Minuteman Road
Andover, MA 01810 USA
Tel: [phone]
Fax: [phone]
Technical
Support US and Canada:
Tel: [phone]
E-mail:
customersuppo[email protected]
Fax: [phone]
International:
Tel: [phone]
E-mail: [email protected]
Web Site www.spectel.com
Convention Description (Continued)

Installation 1-1
Chapter 1
Installation
This chapter provides information on installing the Reserver for Lotus Notes application.
Topics include:
•Overview
• Installation requirements
• Installing the server software
• Installing the client software (centralized method)
• Uninstalling the server software
• Uninstalling the client software
• Restoring the standard Lotus Notes NTF files

1-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Overview
Reserver for Lotus Notes is a client/server application, which displays customized Lotus
Notes forms that users can access to schedule audio and data conferences.
The Reserver for Lotus Notes application is supported by a Lotus Notes database file
(.NSF), which includes forms, fields, folders, views, and other presentation features like
database icons. When you have several databases on a server that you want to
standardize, you can use a Domino template file (.NTF), which is structurally identical to a
database but only includes design elements. The database files (NSFs) inherit the design
elements that are set up in the template.
Spectel provides a modified mail template that you copy from the Program Files directory
to the <Lotus installation drive>\Lotus\Domino\Data folder. Then, you can update all or
selected client database mail files (NSFs) with the Reserver for Lotus Notes NTF template
by running a load convert command. For instructions, see “Converting the standard client
NTF files” on page 1-7.
Here are two important points to consider:
• The original Lotus Notes NSF and NTF files remain intact in the Domino Mail server
directory.
• You can restore the original configuration by entering a single load convert command.
For more information, see “Restoring the standard Lotus Notes NTF files” on page 1-
10.
The following graphic shows an overview of the client/server architecture:
client machine client machine
Spectel 700/ CRS S700/ CRSSpectel 780 Spectel 700/CRS
Domino Mail server
client machine client machine

Installation 1-3
Installation requirements
Before installing Reserver for Lotus Notes, you should verify that the following
requirements are met:
Note: If a problem occurs during installation, every effort should be made to ensure that
Lotus Notes and the enterprise configuration are fully functional prior to contacting
Spectel Technical Support.
Component Description
Server Install and configure the Domino mail server
Client Install and configure the following client components:
• Lotus Notes 5.0 or higher
• Microsoft Windows 2000, XP
• Microsoft Internet Explorer 5.5 or higher for optimum online help
performance
Note: Netscape 4.x and 6.x users may experience printing or
display irregularities with some tables and help topics.
Bridge Verify connectivity to one of these audioconferencing systems
(bridges):
• Spectel 700 3.3 or later
• Spectel 780 3.3 or later
• CRS 2.3.11.3 or later
For information on the:
–Spectel 700 bridge, see the Spectel 700 Administration and
Maintenance Guide.

1-4 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Installing the components
In a typical enterprise environment, you can install the client files by using either of these
methods:
•Centralized—(Recommended) After installing the server software on the Domino mail
server, each individual registers the OCXs by accessing the client setup executable
from a shared directory. For instructions, see “Installing the client software (centralized
method)” on page 1-7.
•Distributed—After installing the server software on the Domino mail server, the client
files (OCXs) are E-mailed to recipients who can install the files themselves. For more
information, see “Distributing Client Files” on page A-1.”
The following table lists the necessary steps for a typical installation of Reserver for Lotus
Notes.
Step 1: Installing the server software
Follow these steps to install the server software:
1. Log on with administrator privileges to the targeted server.
2. Insert the Reserver for Lotus Notes CD.
3. Use Windows Explorer to locate the Setup.exe located in the Reserver for Lotus
Notes CD. Double-click on Setup.exe.
4. Click the Next button on the Welcome window to launch the install. The installation
prompts you to enter your name and company. Then click the Next button to continue
the install.
5. When Install Shield prompts for the target installation directory, accept the default
directory of c:\install location or enter a new target location. Click Next.
Step Where to find information
1. Installing the server software See the next section, “Installing
the server software.”
2. Configuring Domino template and database
files See page 1-5.
3. Configuring the MLKSched.ini file See page 2-3 in Chapter 2,
“Configuring the Components.”
4. Installing the client software (centralized
method) See page 1-7.

Installation 1-5
6. Complete the required information to finish the installation process. The installation
process notifies you when the setup is complete. Click Finish.
7. If you are using the centralized method for client installation, right-click on the install
location and select “Sharing” to make the target directory shared. For a description of
client installation methods, see page 1-7.
See the next section, “Configuring Domino template and database files.”
Step 2: Configuring Domino template and database files
In order to install Reserver for Lotus Notes you must have administrator access to the
Lotus Notes Domino mail server.
1. Click Start - Programs - Applications - Domino server to open the command window.
Note: Before you can copy or modify files on the Domino server, you must first stop the
server.
Follow these steps to stop the Domino mail server:
2. If the Domino mail server is running, enter one of the following commands in the
server’s command window to stop the server (without restarting).
Table 1-1: Domino mail server commands
3. Use this procedure to copy the Reserver for Lotus Notes files
Note: If you want to distribute the Reserver for Lotus Notes client files, copy the
ConfRsrvAdm.nsf file, also. This file is called the Client Distribution
Manager and is used to distribute client setup files (through email) on
Lotus Notes. See , “Distributing Client Files.”
4. Follow these steps to edit the MLKSched.ini file:
a. Reserver is installed by default in the ‘Program Files’ directory.
b. In the [Path] section, set the path to:
MLKGWOLKPath=\\servername\program files
To Enter
Stop the Domino mail server and
close the command window E, Q, EXIT,or QUIT
Stop the Domino mail router and
leave the command window open TELL ROUTER QUIT
Restart the Domino mail server RESTART SERVER or LOAD ROUTER

1-6 Reserver for Lotus Notes 1.2 Installation and Administration Guide
where servername is the name of the server where Reserver for Lotus Notes
resides.
Tip: Make sure that you edit the all the necessary values in this file. For
detailed information on configuring the MLKSched.ini file, see “Configuring
the MLKSched.ini file” in Chapter 2, “Configuring the Components” on
page 2-3.
3. Start the Domino mail server.
For more information about commands, see Table 1-1, “Domino mail server
commands,” on page 1-5.
4. See the next section “Converting the NTF files” to run the load convert -l command.
Converting the NTF files
As a Lotus Notes administrator, you can select specific names or departments to gradually
update your company’s mail database with the Reserver for Lotus Notes template. Use
the load convert command to substitute the standard Lotus Notes NTF file on the Domino
server with the Reserver for Lotus Notes NTF (ConfRsrvMail50.ntf or ConfRsrvMail60.ntf).
Note: ConfRsrvMail50.ntf applies to the Lotus Notes 5.0 release. ConfRsrvMail60.ntf
applies to Lotus Note 6.0.1, 6.1.65.
Follow these steps:
1. To save time, upgrade one section of the company mail list at a time or create a text
file of the mail files you want to convert.
Tip: Be prepared to wait several minutes or more depending on the database size.
2. If you want to create a text file, enter this command in the server command window:
load convert -F c:\temp\maillist txt
When you run this command, you create a text file, maillist.txt, located in the server’s
C:\temp folder. The text file might look similar to the following:
mail\bbrooks
mail\jsmith
mail\wfish
Note: The entries do not require file extensions.
3. Open the maillist.txt using any text editor.
4. Press ENTER at the end of the maillist.txt file if you are adding a new name or ID.

Installation 1-7
Note: You must press ENTER (carriage return) at the end of the maillist.txt file before
you run the load convert -f command to update the individual’s standard mail
template to the new template.
To convert the templates remotely, use the Lotus Domino Administrator client
software. For more information on using the conversion utility, see “Upgrading Users’
mail files” in the Lotus Domino Administrator’s help file.
5. See the next section, “Converting the standard client NTF files” to run the load convert
-f command.
Converting the standard client NTF files
To update client-based mail files (NTF) from a text file with the Reserver for Lotus Notes
NTF, enter the following command in the server command window:
load convert -f c:\temp\maillist txt std* ConfRsrvMail50 ntf/
ConfRsrvMail60 ntf
where
–“f” specifies the mail files that are converted.
–“std” filters the list so that only files with template names beginning with std are
updated.
Tip: If you use the “f” parameter, Spectel recommends that you stop the Domino
mail server from delivering mail while the conversion is taking place. When
the conversion ends, you can restart the server. To find out how to start or
stop the Domino server, see Table 1-1, “Domino mail server commands,” on
page 1-5.
Step 3: Configuring the MLKSched.ini file
See page 2-3 in Chapter 2, “Configuring the Components.
Step 4: Installing the client software (centralized method)
The client installation consists of registering the necessary custom control (OCX) files on
each client machine to set up the Reserver for Lotus Notes environment.
Note: You must have administrator privileges to complete this task.
Follow these steps:
1. Log on to a client machine.
2. Use Windows Explorer to locate the Program Files directory.

1-8 Reserver for Lotus Notes 1.2 Installation and Administration Guide
3. Open the directory and double-click on ClientSetup.exe.
4. Click OK when the “Successful registration of the OCX” message box appears.
5. When prompted to restart, click OK.
6. Close all programs and restart the machine for the changes to take effect.
Note: For information on installing the client software using the distributed method—
distributing client files by E-mail to recipients who can install the files
themselves—see “Distributing Client Files” on page A-1.”
Viewing the Reserver Program Files directory
The following table lists the files installed in the Reserver for Lotus Notes installation
directory.
Table 1-2: The Reserver Program files directory
File Icon Description
_deisreg.isr ISR File
_isreg32.dll Application Extension
ClientSetup.exe Application
ConfRsrvAdm.nsf NSF File
ConfRsrvMail50.ntf NTF File
ConfRsrvLocales.nsf NSF File
DelsL1.isu ISU file
Gwoh.chm Online Help System
IsStub32.exe Application

Installation 1-9
Uninstalling
Uninstalling Reserver for Lotus Notes is a three-part process that you should carry out in
the following order:
1. Uninstalling the client software
2. Uninstalling the server software
3. Restoring the standard Lotus Notes NTF files
Note: You must have administrator privileges to complete this task.
Uninstalling the client software
To uninstall Reserver for Lotus Notes from a client machine, you unregister the OCX.
To unregister the Reserver for Lotus Notes OCX:
1. Use Windows Explorer to locate the Program Files directory.
2. Open the directory and double-click on Uninstall_Client.exe.
3. Click OK when the “Successful unregistration of the OCX” message box appears.
4. Reboot the client machine.
See the next section, “Uninstalling the server software.”
IsUn32Ex.exe Application
MLKSched.ini Configuration Settings
MLKScheduleCtl.ocx OCX File
SptlMlkWebCtl.ocx OCX File
Uninstall_Client.exe Application
ConfRsrvMail60.ntf Application
File Icon Description (Continued)

1-10 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Uninstalling the server software
Use this procedure to uninstall Reserver for Lotus Notes from a server machine:
1. Log on with administrator privileges to the server where Reserver for Lotus Notes is
installed.
2. In the Lotus Domino server’s command window, enter Eor Qto shut down the Domino
server.
3. Choose Start - Settings - Control Panel and double-click on Add/Remove Programs.
4. Select the Reserver for Lotus Notes program and click Remove.
5. Click the Yes to all button when the Remove Shared Files window displays.
6. Click Yes and then Close in the Add/Remove Programs dialog box.
7. Use Windows Explorer to locate the following:
–Program Files directory. Make sure this directory does not exist. It was deleted
during the uninstall process.
–ConfRsrvMail50.ntf/ ConfRsrvMail60.ntf and ConfRsrvAdm.nsf files located in the
\Lotus\Domino\Data folder. Manually delete these files.
8. Reboot the server machine.
See the next section, “Restoring the standard Lotus Notes NTF files.”
Restoring the standard Lotus Notes NTF files
Follow these steps to restore the standard Lotus Notes NTF files:
1. In the Domino server’s command window, enter TELL ROUTER QUIT to stop the Domino
mail router.
For commands, see Table 1-1:, “Domino mail server commands”, on page 1-5.
2. Enter the following command in the server command window:
load convert -f c:\temp\maillist txt conf* mail50 ntf/ mail60 ntf
Note: If the client’s mail database does not include a template name in the database
properties, then use this command:
load convert -f c:\temp\maillist txt * mail50 ntf/ mail60 ntf
3. In the server’s command window, enter LOAD ROUTER to restart the Domino mail router.

Configuring the Components 2-1
Chapter 2
Configuring the Components
This chapter describes the following procedures necessary for configuring Reserver for
Lotus Notes:
• Overview of components
• Defining bridge parameters
• Configuring the MLKSched.ini file

2-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide
Overview of components
Reserver for Lotus Notes uses customized forms built from a standard set of Lotus Notes
templates and forms. The Reserver for Lotus Notes Administrator first sets up the
Reserver for Lotus Notes environment and then installs or distributes the supporting files
on individual client machines.
The following table lists the steps necessary for configuring Reserver for Lotus Notes.
To Where to find information
1. Set up the
bridge(s) See the next section, “Defining bridge parameters.”
2. Configure the
Domino server
files
For more information, see “Configuring Domino template and
database files” in Chapter 1, “Installation” on page 1-5.
3. Customize
Reserver for
Lotus Notes
See “Configuring the MLKSched.ini file” on page 2-3.
4. Distribute Lotus
Notes files There are two methods of installing client files:
•Centralized—(Recommended) After installing the server
software on the Domino mail server, each individual
registers the OCXs by accessing the client setup
executable from a shared Program Files directory. For
instructions, see “Installing the client software (centralized
method)” on page 1-7 in Chapter 1, “Installation.”
•Distributed—After installing the server software on the
Domino mail server, the custom Lotus Notes files are E-
mailed to recipients who can install the files themselves.
For more information, see “Distributing Client Files” on
page -1.”