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Nortel NN44200-313 Quick Start Manual

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Nortel CallPilot
Quickstart Guide
NN44200-313
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  Summary of Contents for Nortel NN44200-313

  • Page 1 Nortel CallPilot Quickstart Guide NN44200-313...
  • Page 2 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.
  • Page 3 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.
  • Page 5: Table Of Contents

    Enabling card slots (LD 32) 29 Saving CS 1000/M1 changes (LD 43) 30 CallPilot server general description 600r CallPilot server 31 Front panel 31 Back panel 32 Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 6 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 Configuring phantom DNs Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 7: How To Get Help

    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: Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 8: 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. Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 9: Callpilot 5.0 Installation

    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. Copyright © 2007-2008, Nortel Networks DANGER Risk of injury by electric shock To minimize risk of injury by electric shock, take care when working with power equipment and connections.
  • Page 10: Callpilot 5.0 Installation Tasks

    To link to detailed procedures for each task, click the text. • "CS 1000/M1 system status check tasks" (page 13) Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 11: Time Requirements

    CS 1000/M1 system status check CallPilot resource configuration CallPilot server preinstallation CallPilot server installation CallPilot server configuration CallPilot server testing Total time to completion = Copyright © 2007-2008, Nortel Networks Time to completion 15 minutes 2 hours 1 hour 1 hour 2 hours 1.5 hours...
  • Page 12 12 CallPilot 5.0 installation Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008 Copyright © 2007-2008, Nortel Networks...
  • Page 13: Cs 1000/M1 System Status Check

    • "Checking the ELAN interface status of the PBX (LD 137)" (page 15) • "Enabling the ELAN interface of the PBX (LD 137)" (page 15) Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 14: Checking The Current Ip Address Of The Pbx (Ld 117)

    If there are no VAS IDs provisioned, this guide explains the steps to provision them in the next chapter. Copyright © 2007-2008, Nortel Networks Note: If there is no IP provisioning completed, see the CS 1000 System and CallPilot Server Configuration guide (NN44200-312) for advanced provisioning.
  • Page 15: Checking The Elan Interface Status Of The Pbx (Ld 137)

    Checking the status of the ELAN connection to the PBX (LD 48) Perform the following procedure to check the status of the ELAN connection to the PBX. Copyright © 2007-2008, Nortel Networks Checking the status of the ELAN connection to the PBX (LD 48) 15 —End—...
  • Page 16 Enter STAT ELAN to display a list of current AML links. To exit the overlay, enter ****. Copyright © 2007-2008, Nortel Networks Note: Take note of any enabled and active ELANs. This will be useful when deciding if a new VAS ID and ELAN ID are required.
  • Page 17: Callpilot Resource Configuration

    • "Provisioning telephones (LD 11)" (page 27) • "Enabling card slots (LD 32)" (page 29) • "Saving CS 1000/M1 changes (LD 43)" (page 30) Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 18: Configuring A New Elan Id And Vas Id (Ld 17)

    VAS ID. For prompts not listed in the following table, press Enter to accept the default. Table 3 LD 17 - Configuring the VAS ID Prompt TYPE VSID Copyright © 2007-2008, Nortel Networks Response ADAN NEW ELAN xx ELAN a..a <cr>...
  • Page 19: Configuring System Parameters (Ld 17)

    For prompts not listed in the following table, press Enter to accept the default. Table 4 LD 17 - Configuring system parameters Prompt TYPE Copyright © 2007-2008, Nortel Networks Configuring system parameters (LD 17) 19 Response —End— Response PARM Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 20: Defining Callpilot In The Customer Data Block (Ld 15)

    Enter to accept the default. Table 5 LD 15 - Configuring Call Park Allowed and Message Center Included Prompt TYPE CUST IDEF Copyright © 2007-2008, Nortel Networks Response —End— Response CPA MCI Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 21 Enter the appropriate values as described in the following table to define Integrated Services Digital Network. For prompts not listed in the following table, press Enter to accept the default. Copyright © 2007-2008, Nortel Networks Defining CallPilot in the customer data block (LD 15) 21 Response...
  • Page 22: Configuring The Route Data Block (Ld 16)

    file of the output. Configuring the Route Data Block (LD 16) Perform the following procedure to configure the Route Data Block. Step Action Connect to the PBX. Enter LD 16. Copyright © 2007-2008, Nortel Networks Response xxxxx xxxx xxxx —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 23: Configuring Automatic Call Distribution (Ld 23)

    Enter LD 23. Enter the appropriate values as described in the following table. For prompts not listed in the following table, press Enter to accept the default. Copyright © 2007-2008, Nortel Networks Configuring Automatic Call Distribution (LD 23) 23 Response —End—...
  • Page 24: Configuring The Dfdn (Ld 23)

    Connect to the PBX. Enter LD 23. Enter the appropriate values as described in the following table. For prompts not listed in the following table, press Enter to accept the default. Copyright © 2007-2008, Nortel Networks Response xxxx xxxx —End—...
  • Page 25: Configuring The Cdn Queue (Ld 23)

    For prompts not listed in the following table, press Enter to accept the default. Table 12 LD 23 - Configuring the CDN queue Prompt Copyright © 2007-2008, Nortel Networks Configuring the CDN queue (LD 23) 25 Response xxxx —End— Response...
  • Page 26: Configuring Acd Agents (Ld 11)

    Enter the appropriate values as described in the following table. For prompts not listed in the following table, press Enter to accept the default. Table 13 LD 11 - Configuring ACD agents Prompt TYPE Copyright © 2007-2008, Nortel Networks Response xxxx xxxx —End— Response 2008...
  • Page 27: Provisioning Telephones (Ld 11)

    IP Phones: Description, Installation, and Operation (553-3001-368) and Telephones & Consoles: Description, Installation and Operation (553-3001-367) Step Action Connect to the PBX. Copyright © 2007-2008, Nortel Networks Provisioning telephones (LD 11) 27 Response aaa.bbb.ccc.ddd dddddd WTA UNR VCE MMA FLAX...
  • Page 28 For prompts not listed in the following table, press Enter to accept the default. Table 14 LD 11 - Provisioning telephones Prompt TYPE CUST ZONE HUNT Copyright © 2007-2008, Nortel Networks Response a..a aaa.bbb.ccc.ddd dddddd xxxx FNA MWA HTA xxxx Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 29: Enabling Card Slots (Ld 32)

    If the MGATE card is disabled, enter ENLC n (where n is the card slot used by the MGATE) to enable it. For example: ENLC 18. Repeat steps 3 and 4 for each required MGATE card. Copyright © 2007-2008, Nortel Networks Response 0 SCR xxxx 16 MWK xxxx —End—...
  • Page 30: Saving Cs 1000/M1 Changes (Ld 43)

    EDD will complete a data dump to the on board flash. Step Action Connect to the PBX. Enter LD 43. At the "." prompt, enter EDD. To exit the overlay, enter ****. Copyright © 2007-2008, Nortel Networks —End— —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 31: Callpilot Server General Description

    Figure 2 "600r CallPilot server - front panel LEDs" (page 32) "600r CallPilot server - front panel LEDs" (page Figure 1 600r CallPilot server - front panel Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 32: Back Panel

    Figure 3 "600r CallPilot server - back panel" (page 33) on the 600r. The back panel controls and features are described in "600r CallPilot server - back panel controls and features" (page Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 33: 1005R Callpilot Server

    Figure 4 "1005r CallPilot server - front panel" (page 34) on the 1005r. The front panel LEDs and control switches are described in Table 17 "1005r CallPilot server - front panel LEDs and controls" (page Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 34 NIC activity LED Status LED Hard drive 1 activity and status Hard drive 0 activity and status DVD/CD/CD-RW RJ45 COM1 serial port USB 2 ESD connection Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 35: Back Panel

    PS/2 mouse and keyboard input RJ45 COM2 serial port Nortel server subnet (CLAN) input ELAN input Video input USB 1 Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008 1005r CallPilot server 35...
  • Page 36 36 CallPilot server general description Label Description USB 0 (dongle connects here) Server management LAN port SCSI port (does not require terminator) Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 37: Callpilot Server Preinstallation

    — cable identification labels — equipment log, to record system information (for example, model, serial number, and installed options) — pen and note pad Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 38: Callpilot Server Preinstallation Tasks

    X .9 m (3’ X 3’) box weighing approximately 10.4 kg (23 lbs) for the 600r CallPilot server, or 20 kg (44 lbs) for the 1005r CallPilot server. Place an Electrostatic Discharge (ESD) mat on the unpacking surface. Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 39: Connecting To The Network

    Check that the USB dongle with keycode and feature list is included, and for the 600r model, ensure that a SCSI terminator is included. Open the other boxes containing the peripheral devices and check that the following devices are included: Copyright © 2007-2008, Nortel Networks —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 40 Inspect the server and peripheral devices. Do not discard the CallPilot server box in case a return is necessary. Locate the external SCSI terminator (included loose within the server shipping carton). Connect the terminator to the rear SCSI port. Copyright © 2007-2008, Nortel Networks monitor keyboard mouse...
  • Page 41: Callpilot Server Installation

    Install the two outer rail subassemblies. Eight mounting screws are required for a four-post install. For a two-post install, six mounting screws are required. Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 42: Installing Peripheral Devices

    SCSI cable to the SCSI port on the rear panel of the CallPilot server. Ensure that all connectors are tightened. Copyright © 2007-2008, Nortel Networks —End— Note: You must remove the SCSI terminator before you can connect the tape drive.
  • Page 43: Installing Cables And Grounds

    Not all sites require a Nortel server subnet; this subnet is used for the following features: Desktop Messaging, CallPilot Reporter, My CallPilot, CallPilot Manager remote access, and Application Builder. Copyright © 2007-2008, Nortel Networks —End— Note: Connect the CS 1000 or M1 switch ELAN to the same subnet as the CallPilot server ELAN.
  • Page 44 RJ-45 ports. • • Continue with Copyright © 2007-2008, Nortel Networks 1005r server — two power cords, redundant power supplies 600r server — one power cord monitor — one power cord tape drive — one power cord ELAN subnet Ethernet switch or hub —...
  • Page 45: Performing Preboot Checks

    This is part of the BIOS startup sequence. It is important to follow the steps in the order given. Copyright © 2007-2008, Nortel Networks Connecting the server to power and starting it 45 The 3 connectors of each DS30X cable going to the MGate card are labeled with DS30X-1 to DS30X-3.
  • Page 46 Wait while the server configures Windows 2003. After the server automatically restarts several times, the Windows logon screen appears. Copyright © 2007-2008, Nortel Networks For the 1005r server, push the power switch on the front panel to power on the server.
  • Page 47: Callpilot Server Configuration

    Action After you log on, the Setup Wizard appears automatically. Click Next on the Welcome page of the Setup Wizard. Insert the PEP CD into the DVD-ROM drive. Copyright © 2007-2008, Nortel Networks —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 48 In the Upgrade of CallPilot page, click No, I do not have data to restore. Click Finish. Copyright © 2007-2008, Nortel Networks Note: If the system reboots, log back in to the system. If the Setup Wizard does not start automatically, select Start >...
  • Page 49: Running The Configuration Wizard

    Click Next. On the Feature Verification page, review the parameters to ensure they are correct, and then click Next. On the Server Information page, do the following: Copyright © 2007-2008, Nortel Networks Mailbox number: 000000 Password: 124578 Server: localhost Location: leave this field blank...
  • Page 50 For the second provisioned channel, repeat steps d to g. In the Meridian 1 CND Information page, click New. In the CND Detail page, do the following: Copyright © 2007-2008, Nortel Networks M1 for a large system format and M1 Option 11 for a small system format.
  • Page 51 For Gateway, type the gateway assigned to the CLAN NIC. h. Click Next. In the Ready to Configure page, click Finish, and then wait for the configuration to be applied. Copyright © 2007-2008, Nortel Networks "Configuring the CDN queue (LD 23)" (page installed. install.
  • Page 52: Configuring New Mailboxes And Additional Tasks

    In the CallPilot Manager toolbar, select User > Search. Search for the users you just created, and ensure that they are present with the correct information. In the CallPilot Manager toolbar, select Maintenance > Channel Monitor. Copyright © 2007-2008, Nortel Networks —End— provisioned in the procedure (page 27).
  • Page 53: Backing Up The System

    From Additional Options, select Backup will overwrite any d. Click Next. In the Add New Backup Schedule page, do the following: a. From the Select the backup frequency list, select One time Copyright © 2007-2008, Nortel Networks —End— backups. Tape.
  • Page 54 In the message that prompts you to start the backup immediately, click OK. When the backup is complete, check the summary log to ensure that no errors occurred. Copyright © 2007-2008, Nortel Networks the current date and time using the 24-hour clock. —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 55: Callpilot Server Testing

    Type ping [IP address of your PBX], and then press Tech tip: You should get ping replies back from the PBX. If you do not, do the following: • Copyright © 2007-2008, Nortel Networks The command prompt appears. Enter. For example, ping 192.167.100.3 Check the ELAN cable connections.
  • Page 56: Verifying That You Can Log On To Mailboxes

    Ensure that a greeting plays with an automated voice, and that you are prompted for a mailbox in the primary language you installed. Copyright © 2007-2008, Nortel Networks Check the provisioning, to ensure the PBX is on the same subnet.
  • Page 57: Verifying That You Can Leave A Message

    Press 2 on the telephone to play the message. Verifying that each CallPilot channel is functioning correctly Perform the following procedure to check that CallPilot channels are functioning correctly. Copyright © 2007-2008, Nortel Networks Verifying that each CallPilot channel is functioning correctly 57 —End— —End—...
  • Page 58: Testing Pcanywhere Using A Remote Pc

    Start pcAnywhere and connect to the CallPilot server through the remote PC. Log on to the CallPilot server. Check that you have full remote control of the system. Disconnect the pcAnywhere client. Copyright © 2007-2008, Nortel Networks —End— —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 59: What Is Next

    1005r Server Maintenance and Diagnostics (NN44200-704) • Reporter Guide (NN44200-603) • Application Builder Guide (NN44200-102) The following is a complete list of CallPilot 5.0 NTPs: Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008 What is next? 59...
  • Page 60 60 CallPilot server testing Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008 Copyright © 2007-2008, Nortel Networks...
  • Page 61: Installing The Callpilot 5.0 Image

    CallPilot 5.0 image is installed on your server. Remove the DVD. Restart the server by pressing Ctrl + Alt + Delete. Copyright © 2007-2008, Nortel Networks Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 62 The server starts the Windows 2003 configuration. During the Windows 2003 configuration, the server restarts several times. After the last restart sequence, the Windows login dialog appears. Return to Copyright © 2007-2008, Nortel Networks "CallPilot server configuration" (page —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 63: Configuring Phantom Dns

    Review the output for a superloop tagged PHANTOM. If a phantom loop does not exist, perform the procedure below to create one. Configuring a phantom superloop Step Action Connect to the PBX. Copyright © 2007-2008, Nortel Networks —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 64 For prompts not listed in the following table, press Enter to accept the default. Table 19 LD 10 - Creating a phantom DN Prompt TYPE CDEN Copyright © 2007-2008, Nortel Networks —End— Response aaa.bbb.ccc.ddd xxxx Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard...
  • Page 65 Prompt Copyright © 2007-2008, Nortel Networks Response DCFW nn xxxx Note: After you type the response and press Enter, the ftr prompt appears again. To continue, press Enter again. —End— Nortel CallPilot Quickstart Guide NN44200-313 01.02 Standard 5.0 19 May 2008...
  • Page 66 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. Nortel, the Nortel logo and the Globemark are trademarks of Nortel Networks. Microsoft, MS, MS-DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation.

This manual is also suitable for:

Callpilot 5.0