Unified Messenger 4.02 Installation Guide
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Preface Overview The Unified Messenger 4.02 Installation Guide explains how to install the Unified Messenger system. It includes information on:! Hardware and software requirements.! Pre-installation tasks.! Unified Messenger software installation wizard.! Installing the Voice server.! Installing administration tools.! Installing the Call Me server.! Installing the Message Waiting Indicator server.! Installing Voice server prompts. 101-1621-009 iii
Unified Messenger 4.02 Installation Guide! Installing the Tracing server.! Installing diagnostic tools.! Installing Caller Applications.! Post-installation tasks.! Upgrading Unified Messenger.! Testing your telephone system. For information about installing the Unified Messenger client software, see the Unified Messenger Client Installation Guide. Audience This guide is intended for use by system administrators and engineers who perform the installation or upgrade of a Unified Messenger system. You should be familiar with administering Windows 2000 or Windows NT 4 and Microsoft Exchange, and have read the Unified Messenger Concepts and Planning Guide. iv 101-1621-009
Preface Unified Messenger Documentation See the following documentation for more information about Unified Messenger. All this documentation is available on the Unified Messenger CD-ROM.! Unified Messenger Concepts and Planning Guide, 101-1620-008 Explains important concepts and tells you what you need to know when planning to set up a Unified Messenger system.! Unified Messenger Installation Checklist, 101-1969-001 Lists important points to note during voice server installation.! Unified Messenger Client Installation Guide, 101-1953-001 Provides information on how to install the Unified Messenger client interface.! Unified Messenger Telephone User Interface Online Guide Provides information on how to use Unified Messenger s telephone user interface.! Unified Messenger Server Administrator s Guide, 101-1618-008 Provides all the information necessary to administer the Unified Messenger system.! Unified Messenger At-A-Glance, 101-1622-005 Provides at-a-glance information on how to use Unified Messenger via the telephone user interface. 101-1621-009 v
Unified Messenger 4.02 Installation Guide! Voice Card Installation Guide, 101-1955-000 Describes how to configure the voice board driver software to communicate with a PBX.! The appropriate Brooktrout documentation for the voice board installed on your system. Provides information on the installation of a Brooktrout voice card, and the installation and configuration of Brooktrout driver software and firmware. Unified Messenger support For Unified Messenger support, contact your Unified Messenger support representative. For important, up-to-date information on Unified Messenger, refer to the um\install\readme.txt file. vi 101-1621-009
Preface Summary of chapters This guide includes the following chapters: Chapter Chapter 1: Hardware and software requirements Chapter 2: Pre-installation tasks Chapter 3: Unified Messenger software installation wizard Chapter 4: Installing the Voice server Chapter 5: Installing administration tools Chapter 6: Installing the Call Me server Chapter 7: Installing the Message Waiting Indicator server Chapter 8: Installing Voice server prompts Chapter 9: Installing the Tracing server Summary Describes the prerequisites for installing Unified Messenger. Lists the procedures that you need to perform before installing, upgrading or re-installing the Unified Messenger server software. Describes how to run the Unified Messenger installation wizard. Describes the Voice server installation procedure. Describes the administration tools installation procedure. Describes installing the Call Me server with Mailbox Monitor server. Describes installing Message Waiting Indicator with Mailbox Monitor server. Describes the Voice server prompts installation procedure. Describes the Tracing Server installation procedure. 101-1621-009 vii
Unified Messenger 4.02 Installation Guide Chapter 10: Installing diagnostic tools Chapter 11: Installing Caller Applications Chapter 12: Post-installation tasks Chapter 13: Upgrading Unified Messenger Chapter 14: Removing or repairing Unified Messenger software Chapter 15: Testing your telephone system Appendix A: Client requirements Describes how to install diagnostic tools. Describes how to install Caller Applications. Describes the tasks to be performed immediately after installing the Unified Messenger software. Describes how to upgrade the Unified Messenger software. Describes how to uninstall the Unified Messenger software, and how to run the repair utility. Describes the tests you have to perform to check that your telephone system is correctly configured to interact with Unified Messenger. Lists hardware and software requirements for the Unified Messenger client installation, and describes the Unified Messenger client silent installation procedure. viii 101-1621-009
Preface Conventions The following conventions are used in this guide: Convention ALL CAPITALS Initial Capitals italic KEY+KEY 1 Description Filenames and extensions, directory names, paths, and acronyms. Names of applications, programs, menu items and dialog boxes. Book titles. Key combinations in which you press and hold down one key and then press another. Numbers in square boxes that correspond to numbers on your telephone keypad. 101-1621-009 ix
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Contents Preface Chapter 1 Chapter 2 Hardware and software requirements Pre-installation tasks Minimum Voice server requirements............. 1-3 Minimum Call Me server, Message Waiting Indicator server, Tracing server or Caller Applications Runtime requirements................................ 1-6 Creating the Unified Messenger service account.... 2-4 Creating a Windows 2000 service account..... 2-5 Creating a Windows NT4 service account..... 2-6 Adding permissions to the Unified Messenger service account.......................... 2-7 Creating the Voice Mail Domain Container........ 2-9 Configuring local security settings............. 2-11 101-1621-009 xi
Unified Messenger 4.02 Installation Guide Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Unified Messenger software installation wizard The Unified Messenger installation wizard........ 3-4 Adding Active Directory updates and Data Schema Extensions.............................. 3-6 Installing Unified Messenger Components.... 3-10 Canceling the installation................. 3-13 Running System Upgrade................. 3-15 Installing the Voice server Installing the Voice server..................... 4-4 Voice server configuration.................... 4-13 Installing administration tools Installing administration tools.................. 5-3 Installing the Call Me server Installing the Call Me server................... 6-4 Installing the Message Waiting Indicator server Installing the Message Waiting Indicator server.... 7-4 Installing Voice server prompts Installing prompts........................... 8-3 Installing the Tracing server Installing the Tracing server................... 9-3 Installing diagnostic tools Installing diagnostic tools.................... 10-3 xii 101-1621-009
Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Appendix A: Installing Caller Applications Preparations........................... 11-2 Installing the software....................... 11-3 Installing MMC snap-ins................ 11-13 Post-installation tasks Opening Voice Mail System Configuration...... 12-3 Selecting the PBX.......................... 12-4 Selecting a default domain language............ 12-5 Running the Telephony Configuration Wizard.... 12-6 Configuring Active Directory Connector....... 12-11 Upgrading Unified Messenger Running System Upgrade.................... 13-3 Upgrading the Voice server................... 13-5 Reconfiguring the audio encoding format....... 13-11 Removing or repairing Unified Messenger software Removing or repairing Unified Messenger files... 14-3 Testing your telephone system Testing a non-integrated telephone system....... 15-3 Testing an integrated telephone system......... 15-19 Client requirements Minimum administration client requirements...... A-2 Minimum subscriber requirements.............. A-3 Running a silent client installation.............. A-4 Index 101-1621-009 xiii
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1 Hardware and software requirements This chapter describes the Unified Messenger hardware and software requirements. Find this section on page Introduction 1-2 Minimum Voice server requirements 1-3 Minimum Call Me server, Message Waiting Indicator server, Tracing server or Caller Applications Runtime requirements 1-6 101-1621-009 1-1
Unified Messenger 4.02 Installation Guide Introduction This chapter lists the minimum hardware and software requirements for Unified Messenger. Check your hardware and software requirements before installing Unified Messenger. You are advised to configure Unified Messenger on higher performance servers depending on the port range that will be supported. For configuration suggestions, please consult your Unified Messenger support representative. 1-2 101-1621-009
Hardware and software requirements Minimum Voice server requirements Table 1-1 lists the minimum recommended hardware requirements for installing the Voice server under Windows 2000 Server, Windows 2000 Advanced Server or Windows NT4. Table 1-1. Minimum System Requirements for the voice server Ports Clock Speed RAM Up to 12 ports 400 MHz Intel Pentium II 128 MB RAM 16 to 24 ports 400 MHz Intel Pentium II 256 MB RAM 24 to 48 ports 500 MHz Intel Pentium III 512MB RAM 48 to 64 ports 800 MHz dual processor Intel Pentium III 512MB RAM 101-1621-009 1-3
Unified Messenger 4.02 Installation Guide Table 1-2 lists recommended voice cards. Table 1-2. Recommended voice cards Ports Voice Cards 4 4-port Brooktrout VPS4 (US and Canada only) 4-port Brooktrout VPS4i (International) Analog 8 8-port Brooktrout PCI 24 24-port Brooktrout VRS24/ATSI combo (US and Canada only) 24 1 x 24-port Brooktrout Vantage PCI 1 x 24-channel Aculab T1 PCI T1 CAS 48 2 x 24-port Brooktrout Vantage PCI 1 x 48-channel Aculab T1 PCI 64 2 x 32-port Brooktrout Vantage PCI 1 x 48-channel Aculab T1 PCI and 1 x 24-channel Aculab T1 PCI With Analog lines you can have up to 64 ports. However, you may be restricted by the number of PCI slots on your machine. 1-4 101-1621-009
Hardware and software requirements The following are also required:! Brooktrout Installation Suite.! A CD-ROM drive to install the software.! 1 GB of free disk space. Table 1-3 lists the software requirements for installing the Voice server under Windows 2000 Server, Windows 2000 Advanced Server or Windows NT4. Table 1-3. Software Requirements for voice server installation MS-Windows Version MS-Exchange MS-Outlook Windows 2000 Microsoft Windows 2000 Server with the latest service pack or Microsoft Windows 2000 Advanced Server with the latest service pack. Microsoft Exchange 2000 system management tools Microsoft Outlook 2000 software Windows NT4 Microsoft Windows NT 4.0 with the latest service pack and the following additional components:! HTML Help support! Security Configuration Editor! ADSI V2.5! Microsoft Data Access Objects! Windows Installer! Windows shell update. Microsoft Exchange V5.5 with the latest service pack. Microsoft Outlook 98 You can install these components from um\server\setup.exe by running Setup on the Unified Messenger CD. 101-1621-009 1-5
Unified Messenger 4.02 Installation Guide Minimum Call Me server, Message Waiting Indicator server, Tracing server or Caller Applications Runtime requirements Table 1-4 lists the minimum recommended hardware requirements for installing these Unified Messenger servers under Windows 2000 Server, Windows 2000 Advanced Server or Windows NT4:! Call Me server.! Message Waiting Indicator (MWI) server.! Tracing server.! Caller Applications runtime. Table 1-4. Minimum System Requirements for the Call Me server, MWI server, Tracing server or Caller Applications runtime Number of Voice Servers Clock Speed RAM 2 200 MHz Intel Pentium 128 MB RAM 2 400 MHz Intel Pentium II 256 MB RAM 1-6 101-1621-009
Hardware and software requirements The following are also required:! A CD-ROM drive to install the software.! 1 GB of free disk space for Call Me, MWI or tracing server.! 20 Mb of free disk space for Caller Applications runtime. Table 1-5 lists the software requirements for installing the Call Me, MWI or Tracing server, or Caller Applications runtime under Windows 2000 Server, Windows 2000 Advanced Server or Windows NT4. Table 1-5. Software Requirements for Call Me server, MWI server, Tracing server or Caller Applications Runtime MS-Windows Version Windows 2000 Microsoft Windows 2000 Server with the latest service pack or Microsoft Windows 2000 Advanced Server with the latest service pack Windows NT4 Microsoft Windows NT 4.0 with the latest service pack. 101-1621-009 1-7
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2 Pre-installation tasks This chapter describes the tasks you need to complete before you can install Unified Messenger. Find this section on page Introduction 2-2 Creating the Unified Messenger service account 2-4 Creating the Voice Mail Domain Container 2-9 Configuring local security settings 2-11 101-1621-009 2-1
Unified Messenger 4.02 Installation Guide Introduction You must have installed your hardware platform, voice boards and pre-requisite software before starting the tasks listed in this chapter (see Chapter 1, Hardware and software requirements. ) Complete the procedures in this chapter before installing the Unified Messenger server software (see Chapter 3, Unified Messenger software installation wizard. ) Important:! If you are using Microsoft Exchange 5.5, Unified Messenger V4 installation requires you to reboot the Exchange server. (See Exchange 5.5 extensions and Subscriber Administration Extension on page 3-10.)! MS-Exchange Administrator must be shut on the Exchange server before you start the installation. If MS-Exchange Administrator is open during the installation, you will have to restart the machine to complete installing Unified Messenger. 2-2 101-1621-009
Pre-installation tasks Creating the Voice Mail Domain Container (page 2-9) is required if you are using Windows 2000 with Active Directory and have not assigned the Unified Messenger service account sufficient privileges to create container objects at the base location for the voice mail container. Note: If you are installing Unified Messenger on Windows 2000 with Active Directory for the first time, you should use the Unified Messenger Installation Wizard to update Data Schema Extensions and perform Active Directory Updates. (See Chapter 3, Unified Messenger software installation wizard. ) For more information about:! Unified Messenger, see the Unified Messenger Concepts and Planning Guide.! Installing and configuring Brooktrout drivers, see Brooktrout s RealCT Direct Software Installation and Configuration Guide, available on the Unified Messenger CD Note: The Unified Messenger voice server does not start the Brooktrout drivers automatically during start-up. If you are running these drivers, you should make the RhtInit service a dependency of the Unified Messenger voice server service. 101-1621-009 2-3
Unified Messenger 4.02 Installation Guide Creating the Unified Messenger service account Before you start the installation, create a Unified Messenger service account. Table 2-1 shows the type of account to create. Table 2-1 Unified Messenger service accounts If you have this domain type Create this type of service account For details see Windows 2000 Windows 2000 service account Creating a Windows 2000 service account on page 2-5 Heterogeneous Windows 2000 and Windows NT4 Windows NT4 Windows 2000 service account Windows NT4 service account Creating a Windows 2000 service account on page 2-5 Creating a Windows NT4 service account on page 2-6 Important: If you do not create a Unified Messenger service account using the procedures described on page 2-5 or page 2-6, see Creating the Voice Mail Domain Container on page 2-9. 2-4 101-1621-009
Pre-installation tasks Creating a Windows 2000 service account If you are creating a Windows 2000 account: 1. On the Active Directory machine, use Users and Computers to select the domain and container for the Unified Messenger service account. 2. Select the New User action to create a new user. 3. Assign a service account name and password. Note: You do not need to create an Exchange mailbox for this account. 4. Now set the correct permissions for this account. If you have a Windows 2000 domain, see Setting up Exchange 2000 permissions on page 2-7. If you have a heterogeneous Windows 2000 and Windows NT4 domain, see Setting up Exchange 2000 permissions on page 2-7 and Setting up Exchange 5.5 permissions on page 2-8. 101-1621-009 2-5
Unified Messenger 4.02 Installation Guide Creating a Windows NT4 service account If you are creating an NT4 account: 1. On the Exchange server, connect to the domain that will contain the Unified Messenger service account using User Manager for Domains. Note: If you need to connect to a different domain, use Select Domain. 2. To create a new user, display the user menu, and select New User. 3. Fill in the service account name and password, and click on Add. 4. Now set the correct permissions for this account. See Setting up Exchange 5.5 permissions on page 2-8. 2-6 101-1621-009
Pre-installation tasks Adding permissions to the Unified Messenger service account Before you can use the Unified Messenger service account, you must set up Exchange 2000 or Exchange 5.5 permissions. If your environment contains Exchange 2000 and Exchange 5.5 servers, you must set up both sets of permissions. For additional information about setting up permissions, see the Unified Messenger Concepts and Planning Guide. Setting up Exchange 2000 permissions If you are operating in an Exchange 2000 environment, use the procedure on page 2-7 to add the Unified Messenger service account to the following groups on the Active Directory machine;! BuiltIn/Account Operators for each domain containing user accounts to be enabled for Unified Messenger.! BuiltIn/Administrators in the domain containing the Global Catalog servers used as peer-directory servers for the Unified Messenger Server.! Users/Exchange Domain Servers for the domain containing the subscriber mailboxes. To add Exchange 2000 permissions 1. Select the Unified Messenger service account. 2. Use the right mouse button to display the menu and select Properties. 3. Select the Member Of tab and click on the Add button. These groups are selected automatically: Account Operators. Administrators. Exchange Domain Servers. 4. Click on the Add button and then click on OK. 101-1621-009 2-7
Unified Messenger 4.02 Installation Guide Setting up Exchange 5.5 permissions To set up Exchange 5.5 Site permissions for the Unified Messenger service account, add the Unified Messenger service account to the ACL in your Exchange organization at the Site and Configuration containers. To add Exchange 5.5 permissions 1. Run Exchange 5.5 System Administrator. 2. Select the Exchange site for the subscriber mailboxes to be enabled for Unified Messenger. 3. From the File menu, select Properties. 4. Click on Permissions. The Exchange site security settings are displayed. 5. Click on the Add button. 6. Select the Unified Messenger service account and click OK. 7. Select the Unified Messenger service account in the Windows NT accounts with permissions list. 8. Change the role for the account to Service Account Admin and click OK. 9. Select the Configuration container in the Exchange site that contains the subscriber mailboxes. 10. Select Properties from the File menu. 11. Select Permissions and click on the Add button. 12. Select the Unified Messenger service account, and click OK. 13. Select the Unified Messenger service account in the Windows NT accounts with permissions list. 14. Change the role for the account to Service Account Admin and click OK. 2-8 101-1621-009
Pre-installation tasks Creating the Voice Mail Domain Container This is a procedure for creating the Voice Mail Domain container and assigning it appropriate security settings. Note: To use this procedure you must install ADSIEdit. ADSIEdit is a Microsoft Management Console (MMC) snap-in available as part of Windows 2000 Server and Windows Advanced 2000 Server. Perform this procedure on the Exchange server if you did not create the service account using the procedure described in Creating the Unified Messenger service account on page 2-4 and:! You are using Windows 2000.! The Unified Messenger service account does not have sufficient privileges to create container objects at the Voice Mail Domain base location. Note: The service account should have Administrator privileges. To assign security settings to the Voice Mail Domain container 1. Run the ADSIEdit Windows 2000 support tool. 2. Connect to the Domain NC of the domain containing the Unified Messenger service account. 3. Locate the base location for the Voice Mail Domain container. Note: If you have not selected a custom location, by default the Voice Mail Domain container is the root container of the Windows 2000 domain. 101-1621-009 2-9
Unified Messenger 4.02 Installation Guide 4. Display the Action menu. Select New, then Object and Container. 5. Give the container the name Octel and click Next > Note: The name of the container is case sensitive. 6. Display the properties for the new container. 7. Ensure that the Account Operators Group has been assigned Full Control in the security settings for the new container. 2-10 101-1621-009
Pre-installation tasks Configuring local security settings This is the procedure for assigning local security settings to the voice server service account. This account is used for performing the following installations:! Voice server.! Call Me server.! Mailbox Monitoring server.! Message Waiting Indicator server.! Tracing server. Windows 2000 1. Start the MMC and the Administrative Tools\Computer Management snap-in. 2. Select System Tools\Local Users and Groups\Groups and locate the Administrators group. 3. Add the server account to the Administrators group. 101-1621-009 2-11
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3 Unified Messenger software installation wizard This chapter provides the information and procedures necessary for starting the Unified Messenger software installation. Find this section on page Introduction 3-2 The Unified Messenger installation wizard 3-4 Running System Upgrade 3-15 101-1621-009 3-1
Unified Messenger 4.02 Installation Guide Introduction You can perform the following Unified Messenger installations using the Unified Messenger Installation wizard:! Active Directory/Exchange 2000 Updates For more information, see Active Directory/ Exchange 2000 extensions on page 3-9.! Active Directory Updates For more information, see Adding Active Directory updates and Data Schema Extensions on page 3-6.! Voice server For more information, see Chapter 4, Installing the Voice server.! Administration Tools For more information, see Chapter 5, Installing administration tools.! Call Me server with Mailbox Monitor server For more information, see Chapter 6, Installing the Call Me server.! Message Waiting Indicator with Mailbox Monitor server For more information, see Chapter 7, Installing the Message Waiting Indicator server.! Voice Server Prompt Files For more information, see Chapter 8, Installing Voice server prompts. 3-2 101-1621-009
Unified Messenger software installation wizard! Tracing server For more information, see Chapter 9, Installing the Tracing server.! Diagnostic Tools For more information, see Chapter 10, Installing diagnostic tools. Before you begin This chapter describes how to run the Unified Messenger Installation wizard to install Unified Messenger server software. Note: You cannot install Unified Messenger from a Windows 2000 Terminal Services Client session. Before you can install Unified Messenger server software, check that the following tasks have been completed:! Complete the tasks described in: Chapter 1, Hardware and software requirements. Chapter 2, Pre-installation tasks.! Stop any service monitoring tools that are running. 101-1621-009 3-3
Unified Messenger 4.02 Installation Guide The Unified Messenger installation wizard The Installation Wizard runs using setup.exe in the um\install subdirectory. This displays the Unified Messenger Installation screen (Figure 3-1). Click on the suboptions. symbol to expand the menu options and display Note that the checkbox for Mailbox Monitor server is disabled. Mailbox Monitor is installed by default if you install Call Me or Message Waiting Indicator. If system components are missing, the installer recommends that you run System Upgrade to install the missing components. (See Running System Upgrade on page 3-15.) Important: If Windows Installer is loaded on the system, the Ignore button is enabled and you can choose to continue the installation without upgrading. If Windows Installer is not loaded on the system, the Ignore button is disabled and you must run System Upgrade. If you run System Upgrade, you must reboot the system before continuing the installation. 3-4 101-1621-009
Unified Messenger software installation wizard Figure 3-1. Unified Messenger Installation screen If you want to change the default installation path, click on the Change button. You can browse for a new destination directory, or:! if you are using Windows 2000, use the New Folder button to create a new directory for the installation.! if you and using NT4, use Windows Explorer to create a new directory for the installation. You cannot define different installation paths for individual components. 101-1621-009 3-5
Unified Messenger 4.02 Installation Guide Adding Active Directory updates and Data Schema Extensions These changes are performed by the Unified Messenger Installation Wizard (see Table 3-1 on page 3-9).! If you are running Exchange 2000 under Windows 2000, you must update the Windows 2000 Schema before installing Unified Messenger components.! If you are using Octel Analog Networking, you must also add Octel Analog Networking classes and attributes to the Schema.! If you are running Exchange 5.5 and Octel Analog Networking you must add the Octel Analog Networking Administration Extension. For more information, see the Unified Messenger Concepts and Planning Guide. 3-6 101-1621-009
Unified Messenger software installation wizard To add Active Directory updates and Data Schema extensions This procedure should be performed on the Domain Controller from an account with Domain Admin rights.! If you are installing Unified Messenger in a child domain, the account must have Domain Admin rights for both the parent domain and the child domain.! If the Active Directory update is executed from the child domain controller, enter the account name in the format: Parent Domain\Domain Admin. Note: If you are running Windows 2000 with Active Directory on the Voice server, you must update the Active Directory Data Schema before installing any of the components of Unified Messenger. 1. Run setup.exe in the um\install subdirectory. The Unified Messenger Installation screen (Figure 3-1) appears. 2. Select the options on the Unified Messenger Installation screen (see Figure 3-2 and Table 3-1). 101-1621-009 3-7
Unified Messenger 4.02 Installation Guide Figure 3-2. Updates and Extensions Installation screen 3. Click on Install. The Unified Messenger Installation Wizard updates the Data Schema and adds the selected extensions. Table 3-1 shows the extensions and updates to install for each operating system, and where they should be installed. Important: After installing any Unified Messenger component you may have to restart the machine to update the system files. 3-8 101-1621-009
Unified Messenger software installation wizard Table 3-1. Installing Extensions and Updates Select this component To install On this machine Active Directory/ Exchange 2000 extensions Notes:Applies to systems running Windows 2000 with Active Directory and Exchange 2000. Active Directory updates Notes:Applies to systems running Windows 2000 with Active Directory. Perform this step before installing the rest of the Unified Messenger software. You must be a Data Schema Administrator to update the Active Directory. Octel Analog Networking Administration Extension Notes: Applies to systems licensed to run Octel Analog Networking only. Subscriber Administration Extension Enable Octel Analog Networking Notes:Applies to systems running Octel Analog Networking only. Enable Unified Messenger Enable Subscriber Administration Exchange server and/or Voice server and/or Client Note: Exchange 2000 System Management tools must be installed on this machine. Exchange server and/or Voice server and/or Client Domain Controller that is acting as the Schema Master. Any machine. 101-1621-009 3-9
Unified Messenger 4.02 Installation Guide Table 3-1. Installing Extensions and Updates(Continued) Select this component To install On this machine Exchange 5.5 extensions Notes:Applies to systems running Exchange 5.5. Octel Analog Networking Administration Extension Notes: Applies to systems licensed to run Octel Analog Networking only. Subscriber Administration Extension Exchange server Voice server and/or Exchange server and/or Client Installing Unified Messenger Components Each component of Unified Messenger can be installed separately. Table 3-2 and Figure 3-3 list the Unified Messenger components available, and where they should be installed. Each installation is described in a separate chapter of this guide. Read the relevant chapter before starting an installation. 3-10 101-1621-009
Unified Messenger software installation wizard Table 3-2. Installing Unified Messenger Components Select this component To install On this machine Administration Tools Call Me Server Diagnostic Tools Administration tools:! Voice Mail System Configuration! Port Monitor! Visual Voice Editor See Chapter 5, Installing administration tools for more detailed installation information. Call Me server and Mailbox Monitor server. Note: If you install the Call Me server, you automatically install the Mailbox Monitor server. See Chapter 6, Installing the Call Me server. Diagnostic tools:! Operation History Viewer! Port Monitor! Reporting See Chapter 10, Installing diagnostic tools for more detailed installation information. Notes: For Operation History Viewer and Reporting to function correctly, you must also install the Tracing server. See Chapter 9, Installing the Tracing server for more detailed installation information. Voice server and/or Exchange server and/or Client Voice server or Call Me server Voice server or Tracing server and/or Client 101-1621-009 3-11
Unified Messenger 4.02 Installation Guide Table 3-2. Installing Unified Messenger Components (Continued) Select this component To install On this machine Language Packs Notes:After you install a language pack, you must restart the Voice server service and Tracing server service. Message Waiting Indicator Server Tracing Server Language Packs:! French! German! Italian! Spanish Address Templates:! French! German! Italian! Spanish Notes: Applies to systems licensed to run Octel Analog Networking only. Message Waiting Indicator server and Mailbox Monitor server Notes: If you install the MWI server, you automatically install the Mailbox Monitor server. See Chapter 7, Installing the Message Waiting Indicator server. Tracing server See Chapter 9, Installing the Tracing server for more detailed installation information. Voice server Voice server Mailbox Monitor server Tracing server or Voice server 3-12 101-1621-009
Unified Messenger software installation wizard Table 3-2. Installing Unified Messenger Components (Continued) Select this component To install On this machine Voice Server Voice Server Prompt Files Voice server See Chapter 4, Installing the Voice server for more detailed installation information. Prompts! English (AUS)! English (UK)! English (US)! French (Canadian)! French (Standard)! German (Standard)! Italian (Standard)! Spanish (Standard) See Chapter 8, Installing Voice server prompts for more detailed installation information. Voice server Voice server Canceling the installation You can cancel the installation at any time by clicking on the Cancel button. 101-1621-009 3-13
. Unified Messenger 4.02 Installation Guide Figure 3-3. Unified Messenger Software Components 3-14 101-1621-009
Unified Messenger software installation wizard Running System Upgrade The System Upgrade screen (Figure 3-1) appears if additional components of the operating system are required. If the Windows Installer is not present, you must run System Upgrade. If Windows Installer is present on the system, you can choose to ignore system upgrade and continue with the installation. If you only upgrade one component from the list, the System Upgrade screen reappears after the system is rebooted. At this point you can choose to continue with the upgrades, or click on the Ignore button to continue with the installation. Figure 3-1. System Upgrade screen 101-1621-009 3-15
To run System Upgrade 1. Select the Run System Upgrade button. The Operating System Upgrade screen appears (Figure 3-4). This screen lists the components of the Unified Messenger Installation kit and displays their current status. Figure 3-4. Operating System Upgrade screen This page is intentionally left blank. 2. Select a button to chose to upgrade the Windows Installer only, or to upgrade all the required system components. Note: If none of the operating system components requires upgrading, the System Upgrade Not Required screen appears instead.
Unified Messenger software installation wizard Figure 3-5. Upgrading System Components screen 3. Click on the Install button. The upgrade runs automatically. When the components have been upgraded, the System Upgrade Complete screen appears. 4. Click on the Restart button to restart Windows. Important: If you are running Windows NT4, you should reapply the latest service pack after a System Upgrade. 101-1621-009 3-17
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4 Installing the Voice server This chapter provides the information and procedures necessary for installing Voice server software. Find this section on page Introduction 4-2 Installing the Voice server 4-4 Voice server configuration 4-13 101-1621-009 4-1
Unified Messenger 4.02 Installation Guide Introduction The Voice server installation installs the Voice server and Octel Analog Networking. The first Voice server on which you install the software creates a Voice Mail Domain on the Microsoft Exchange server. You can then install Voice server software on other machines and add them to the same Voice Mail Domain, or create another Voice Mail Domain. Octel Analog Networking is disabled by default after installation. It can be enabled from Voice Mail System Configuration (VMSC) if required. See the Unified Messenger Concepts and Planning Guide for more information. 4-2 101-1621-009
Installing the Voice server Preparations Make these preparations before you start the installation procedure.! To ensure a successful installation, have the following information ready: domain name where the Voice server account is located. account name. password. Important: Run the Voice server installation from an account that has Administrators permission for the domain where the voice server machine is located.! For the Voice server, ensure that Microsoft Outlook is set up as the default mail client on the system.! Check that you have the correct permissions to perform this installation. For more information, see Adding permissions to the Unified Messenger service account on page 2-7.! Install the Microsoft Exchange System Management tools on every machine where a Voice server that has an Exchange 2000 peer server will be installed.! If you want to use the Octel Analog Networking gateway, install the Microsoft Exchange Administrator on every machine where a Voice server that has an Exchange 5.5 peer server will be installed. 101-1621-009 4-3
Unified Messenger 4.02 Installation Guide Installing the Voice server Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. To start the Voice server installation 1. From the Unified Messenger Installation Wizard component selection screen (Figure 4-1) select these checkboxes: Voice Server. Administration Tools. one set of prompts. Figure 4-1. Unified Messenger Installation Wizard 2. Click on the Install button. The Prompts Installation Welcome screen (Figure 4-2) appears. 4-4 101-1621-009
Installing the Voice server Figure 4-2. Prompts Installation Welcome screen 3. Click on the Next > button. The License Agreement screen (Figure 4-3) appears. Figure 4-3. License Agreement screen 101-1621-009 4-5
Unified Messenger 4.02 Installation Guide 4. To continue the installation, select the I accept button and click on Next > The Voice Server Prompts Installation screen (Figure 4-4) appears. Figure 4-4. Voice Server Prompts Installation screen 5. When the Prompts Installation Complete screen (Figure 4-5) appears, click on the Finish button. 4-6 101-1621-009
Installing the Voice server Figure 4-5. Prompts Installation Complete screen The Unified Messenger Installation Wizard screen appears (Figure 4-1), followed by the Voice Server Installation Welcome screen (Figure 4-6). 101-1621-009 4-7
Unified Messenger 4.02 Installation Guide Figure 4-6. Voice Server Installation Welcome screen 6. Click on the Next > button. The License Agreement dialog box appears. 4-8 101-1621-009
Installing the Voice server 7. To continue installing the Unified Messenger Voice server, select the I accept button and click on Next > The Voice Service Account dialog box (Figure 4-7) appears. Figure 4-7. Voice Service Account dialog box 8. For the voice service account, enter the: NT domain name. account name. account password. Note: User rights are assigned to this account automatically. (See Creating the Unified Messenger service account on page 2-4 for additional information.) 101-1621-009 4-9
Unified Messenger 4.02 Installation Guide 9. Click on Next > The Start Installation screen (Figure 4-8) appears. Figure 4-8. Start Installation screen 10. Click on: Back to go back and change settings. Install to begin installing the Unified Messenger Voice server files. If you have any other applications running, the Files in Use screen (Figure 4-9) appears. 4-10 101-1621-009
Installing the Voice server Figure 4-9. Files in Use screen 11. Click on the: Retry button to continue the installation after you have shut down the applications listed on the screen. Ignore button to continue the installation without shutting down the applications. Note: You must shut down system monitoring applications such as Exchange Client system monitoring and Windows 2000 Service Control when installing the Voice server. The Installing Voice server dialog box appears. When Voice server installation is complete, the Voice server Installation Complete dialog box appears. 101-1621-009 4-11
Unified Messenger 4.02 Installation Guide 12. Click on the Finish button to complete the Voice server installation. The Administration Tools installation now runs. Details of this installation are in Chapter 5, Installing administration tools. When the Administration Tools installation finishes, the Reboot dialog box appears (Figure 4-10). You must reboot the system before you can perform Voice server configuration. Figure 4-10. Reboot dialog box 13. Select: Yes, to reboot the system immediately. No, to reboot the system later. 4-12 101-1621-009
Installing the Voice server Voice server configuration If you select an Exchange 2000 peer Exchange server, the peer directory server must be in the same Active Directory forest. If you select an Exchange 5.5 peer Exchange server, the peer directory server must be in the same Exchange site. It is recommended to use the same server as a peer Exchange server and a peer directory server. Note that if you use a peer Exchange server running version 5.5, you must also install service pack 3. To select a peer Exchange server 1. When the system has been rebooted, log in to the operating system. Voice server configuration runs automatically and the screen shown in Figure 4-11 appears. Figure 4-11. Peer Exchange Server selection screen 101-1621-009 4-13
Unified Messenger 4.02 Installation Guide 2. Enter the name of the peer Exchange server. This is the name of the Exchange server that the Voice server uses for messaging. Note: The Exchange server must be running during the installation. 3. Click on Next > The Peer Directory Server Selection screen (Figure 4-12) appears. To select a peer directory server The Peer Directory Server is The system hosting the Global Catalog in a Windows 2000 environment. The Exchange server in an NT4 environment. 1. If you are running: Exchange 2000, enter the name of your Global Catalog server. Exchange 5.5, the peer Exchange server name appears. Note: If you select a server that is not the peer Exchange server, you must resynchronize the Front End database. 4-14 101-1621-009
Installing the Voice server Figure 4-12. Peer Directory Server Selection screen 2. If a problem occurs at this point, the screen shown in Figure 4-13 appears. This screen displays: A possible solution to the problem. The error code generated. The probable cause of the problem. When you have solved the problem, click on Next > to continue. 101-1621-009 4-15
Unified Messenger 4.02 Installation Guide Figure 4-13. Peer Exchange Server Problem screen 4-16 101-1621-009
Installing the Voice server To create or select the Voice Mail Domain When the Voice server is fully populated with user information, the Voice Mail Domain Selection screen (Figure 4-14) appears. Figure 4-14. Voice Mail Domain Selection screen 1. If the Voice server is the first server in a new Voice Mail Domain: Select the First server in a new Voice Mail Domain button. Click on Next > Now see page 4-18 for more information. 101-1621-009 4-17
Unified Messenger 4.02 Installation Guide 2. If the Voice server is a subsequent server in an existing Voice Mail Domain: Select the Subsequent server in an existing Voice Mail Domain button. Click on Next > Now see page 4-21 for more information. First server in a new Voice Mail Domain If you selected the First server in a new Voice Mail Domain button on the Voice Mail Domain Selection screen (Figure 4-14), the screen shown in Figure 4-15 appears. Figure 4-15. New Voice Mail Domain Name screen 1. Enter the name of the new Voice Mail Domain. 2. Click on Next > 3. Wait for the Voice Mail Domain to be created, and click on Next > The screen shown in Figure 4-16 appears. 4-18 101-1621-009
Installing the Voice server To select Voice server prompts The Select Prompts screen (Figure 4-16) appears.! The Next button is enabled if the prompts are installed and located.! The Next button is disabled if: No prompts are installed. The prompts cannot be located. Prompts are installed but are not compatible with the version of the Voice server software. Figure 4-16. Select Prompts screen 1. If the Next > button is enabled, click on Next > and goto step 6 on page 4-21. 2. If Next > is disabled, select the Add Prompts button. The Browse for Folder dialog box (Figure 4-17) appears. 101-1621-009 4-19
. Unified Messenger 4.02 Installation Guide Figure 4-17. Browse for Folder dialog box 3. Locate and select the required prompt files. The default location for prompts is um\server\prompts. 4. Click on OK. The screen shown in Figure 4-18 appears. Figure 4-18. Install Prompts screen 4-20 101-1621-009
Installing the Voice server 5. Click on Next > The Voice Server Prompts Installation screen appears (see Figure 4-4 on page 4-6) followed by the Prompts Installation Complete screen (see Figure 4-5 on page 4-7). 6. Click on the Finish button to complete the prompts installation. See page 4-26 for information about completing the Voice server installation. Subsequent server in a Voice Mail Domain If you selected the Subsequent server in an existing Voice Mail Domain button on the Voice Mail Domain Selection screen, the Voice Mail Domain Selection screen (Figure 4-14) appears. 1. Select the name of the Voice Mail Domain that you want the new Voice server to join. 2. Click on Next > The screen shown in Figure 4-19 on page 4-22 appears. 101-1621-009 4-21
Unified Messenger 4.02 Installation Guide Figure 4-19. Prompts Installation Path screen 3. If the installation wizard fails to find the prompt files, click on [Locate installation package] and click on the Next > button. The procedure displays a list of prompts installation packages (see Figure 4-20). 4-22 101-1621-009
Installing the Voice server Figure 4-20. Missing Prompts screen 4. Click on the button. The Browse for Voice Server Prompt File dialog box appears. 5. Select the required prompt from the dialog box and click on OK. The Install Missing Prompts screen appears displaying the location of the prompt (Figure 4-21). 101-1621-009 4-23
Unified Messenger 4.02 Installation Guide Figure 4-21. Install Missing Prompts screen 6. Click on Next > The Prompts installation progress bar appears and the prompt is installed. 4-24 101-1621-009
Installing the Voice server 7. Click on Next > The User Information screen (Figure 4-22) appears. Figure 4-22. User Information screen 8. Click on Next > Setup populates the Voice server front-end database with voice mail information from the Exchange directory. Important: Populating the Voice server with voice mail information may take several hours if there is a large number of mailboxes. 101-1621-009 4-25
Unified Messenger 4.02 Installation Guide Completing the installation Figure 4-23 shows the final screen of the Voice server installation. Click on the Finish button to complete installing this component of Unified Messenger. Figure 4-23. Voice Server Installation Complete screen See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 4-26 101-1621-009
5 Installing administration tools This chapter provides the information and procedures necessary for installing administration tools. Find this section on page Introduction 5-2 Installing administration tools 5-3 101-1621-009 5-1
Unified Messenger 4.02 Installation Guide Introduction Install the Unified Messenger administration tools on any supported system that you wish to use as a Unified Messenger administration console. This installation installs the following administration tools:! Voice Mail System Configuration Voice Mail System Configuration (VMSC) defines how Voice servers in a Voice Mail Domain interact with the messaging environment, for example, Microsoft Exchange and PBXs.! Port Monitor Port Monitor provides a graphical user interface for checking and changing the status of ports on a Voice server.! Visual Voice Editor Visual Voice Editor provides a graphical user interface for recording prompts used by the automated attendant to greet callers to your organization. 5-2 101-1621-009
Installing administration tools Installing administration tools Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. To start the administration tools installation 1. Select the Administration Tools checkbox on the Unified Messenger Installation Wizard introduction screen (Figure 5-1). Figure 5-1. Unified Messenger Installation Wizard 2. Click on the Install button. The Administration Tools Welcome screen (Figure 5-2) appears. 101-1621-009 5-3
Unified Messenger 4.02 Installation Guide Figure 5-2. Administration Tools Welcome screen 3. Click on the Next > button. The License Agreement dialog box appears. 4. To continue the installation, select the I accept button and click on Next > Figure 5-3. Administration Tools Installation screen 5-4 101-1621-009
Installing administration tools 5. The Administration Tools Progress bar appears. When the installation is complete, the Admin Tools Installation Complete screen is displayed. 6. Click on the Finish button to complete installing this component of Unified Messenger. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 101-1621-009 5-5
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6 Installing the Call Me server This chapter provides the information and procedures necessary for installing the Unified Messenger Call Me server. Find this section on page Introduction 6-2 Installing the Call Me server 6-4 101-1621-009 6-1
Unified Messenger 4.02 Installation Guide Introduction Important: If you have the Callback Notification server from a previous version of Unified Messenger installed, you must uninstall the Callback Notification server before installing the Call Me server. (See Removing or repairing Unified Messenger software on page 14-1 for information about uninstalling the Callback Notification server.) The Call Me server allows subscribers to be called when messages meeting specified criteria arrive in their mailbox. For performance reasons it is recommended, but not mandatory, to install the Call Me server on a machine other than the Voice server machine.to reduce the load on Exchange, it is recommended that the MWI server and Call Me server are installed on the same machine, and share the same Mailbox Monitoring service. Install the Call Me server and the Mailbox Monitor server software on the system you wish to use as a Call Me server. Mailbox Monitor is a prerequisite for Call Me server. The Installation Wizard automatically installs Mailbox Monitor with Call Me server. For additional information about Call Me, see the Unified Messenger Concepts and Planning Guide. If Message Waiting Indicator is to be installed, it is recommended that you install it on this machine. (See Chapter 7, Installing the Message Waiting Indicator server. ) 6-2 101-1621-009
Installing the Call Me server Preparations Make these preparations before you start the installation procedure.! To ensure a successful installation, have the following information ready: the name of the domain where the Voice server account is located. account name. password.! Check that you have the correct permissions to perform this installation. For more information, see Pre-installation tasks on page 2-1.! Ensure that Microsoft Outlook is set up as the default mail client on the system. 101-1621-009 6-3
Unified Messenger 4.02 Installation Guide Installing the Call Me server Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. To start the Call Me server installation 1. Select the Call Me server checkbox on the Unified Messenger Installation Wizard (Figure 6-1). The Mailbox Monitor server checkbox will be checked and disabled automatically. Figure 6-1. Unified Messenger Installation Wizard 2. Click on the Install button. The Mailbox Monitor server installation wizard now runs automatically. The Mailbox Monitor Server Welcome screen appears. 6-4 101-1621-009
Installing the Call Me server 3. Click on the Next > button to continue the installation. The Mailbox Monitor Server License screen appears. 4. To continue the installation, select the I accept button and click on Next > The Voice Server Name screen (Figure 6-2) appears. Figure 6-2. Voice Server Name screen 5. Enter the name of the Voice Server. To go back and change settings, click on < Back To continue with the installation, click on Next > The Voice Server Password screen (Figure 6-3) appears. 101-1621-009 6-5
Unified Messenger 4.02 Installation Guide Figure 6-3. Voice Server Password screen 6. Enter the password and click on Next > The Mailbox Monitor Installation screen (Figure 6-4) appears. Figure 6-4. Mailbox Monitor Installation screen 6-6 101-1621-009
Installing the Call Me server 7. Click on the Install button to continue with the installation. When the Mailbox Monitor server installation is complete, the Mailbox Monitor Installation Complete screen (Figure 6-5) appears. Figure 6-5. Mailbox Monitor Installation Complete screen 8. Click on the Finish button to complete installing this component of Unified Messenger. The Call Me Server Welcome screen appears. 9. Click on the Next > button to continue the installation. Call Me Server License screen appears. 10. To continue the installation, select the I accept button and click on Next > The Voice Server Name screen (Figure 6-6) appears. 101-1621-009 6-7
Unified Messenger 4.02 Installation Guide Figure 6-6. Voice Server Name screen 11. Enter the name of the Voice server. The Voice Server Password screen (Figure 6-7) appears. Figure 6-7. Voice Server Password screen 6-8 101-1621-009
Installing the Call Me server 12. Enter the password and click on Next > The Call Me Server Installation screen appears. 13. Click on the Install button to continue with the installation. The Call Me progress bar appears. When the installation is complete, the Call Me Installation Complete screen (Figure 6-8) appears. Figure 6-8. Call Me Installation Complete screen 14. Click on the Finish button to complete installing the Call Me server. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 101-1621-009 6-9
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7 Installing the Message Waiting Indicator server This chapter provides the information and procedures necessary for installing the Unified Messenger Message Waiting Indicator (MWI) server. Find this section on page Introduction 7-2 Installing the Message Waiting Indicator server 7-4 101-1621-009 7-1
Unified Messenger 4.02 Installation Guide Introduction Install the Message Waiting Indicator server and Mailbox Monitor server software on the system you intend to use as a Message Waiting Indicator (MWI) server for a Unified Messenger Voice Mail Domain. For performance reasons it is recommended, but not mandatory, to install the MWI server on a machine other than the Voice server machine.to reduce the load on Exchange, it is recommended that the MWI server and Call Me server are installed on the same machine, and share the same Mailbox Monitoring service. The MWI server allows subscribers to be alerted when messages meeting specified criteria arrive in their mailbox. Subscribers are alerted by either by a lamp indicator on their phone, or an audible tone (stutter dial-tone) when they pick up the receiver. It uses the Mailbox Monitor server for checking when new messages arrive, and an MWI service that determines when a subscriber s indicator should be set or reset. For additional information, see the Unified Messenger Concepts and Planning Guide. 7-2 101-1621-009
Installing the Message Waiting Indicator server Preparations Make these preparations before you start the installation procedure.! To ensure a successful installation, have the following information ready: the name of the domain where the Voice server account is located. account name. password.! Ensure that Microsoft Outlook is set up as the default mail client on the system.! Check that you have the correct permissions to perform this installation. For more information, see Chapter 2, Pre-installation tasks.! It is recommended that you install MWI on the same machine as the Call Me server. 101-1621-009 7-3
Unified Messenger 4.02 Installation Guide Installing the Message Waiting Indicator server Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. To start the Message Waiting Indicator installation 1. Select the Message Waiting Indicator Server checkbox on the Unified Messenger Installation Wizard screen (Figure 7-1). The Mailbox Monitor server checkbox will be checked and disabled automatically. Figure 7-1. Unified Messenger Installation Wizard screen 7-4 101-1621-009
Installing the Message Waiting Indicator server 2. Click on the Install button. The Mailbox Monitor installation wizard now runs automatically. The Mailbox Monitor Welcome screen appears (Figure 6-4 on page 6-6). 3. Click on the Next > button. The License Agreement dialog box appears. 4. Select the I accept button and click on Next > to continue the installation. The Voice Server Name screen (Figure 7-2) appears. Figure 7-2. Voice Server Name screen 5. Enter the name of the Voice server. The Voice Server Password screen (Figure 7-3) appears. 101-1621-009 7-5
Unified Messenger 4.02 Installation Guide Figure 7-3. Voice Server Password screen 6. Enter the password and click on Next > The Mailbox Monitor Installation screen (Figure 7-4) appears. Figure 7-4. Mailbox Monitor Installation screen 7-6 101-1621-009
Installing the Message Waiting Indicator server 7. Click on the Install button to continue with the installation. When the installation is complete, the Mailbox Monitor Server Installation Complete screen (Figure 7-5) appears. Figure 7-5. Mailbox Monitor Server Installation Complete 8. Click on the Finish button to complete installing the Mailbox Monitor server. The Message Waiting Indicator Welcome screen appears. 9. Click on the Next > button. The License Agreement dialog box appears. 10. Select the I accept button and click on the Next > to continue the installation. The Voice Server Name screen (Figure 7-6) appears. 101-1621-009 7-7
Unified Messenger 4.02 Installation Guide Figure 7-6. Voice Server Name screen 11. Enter the name of the Voice server. To go back and change settings, click on < Back To continue with the installation, click on Next > The Voice Server Password screen (Figure 7-7) appears. 7-8 101-1621-009
Installing the Message Waiting Indicator server Figure 7-7. Voice Server Password screen 12. Enter the password and click on Next > The Message Waiting Indicator Installation screen (Figure 7-8) appears. Figure 7-8. Message Waiting Indicator Installation screen 101-1621-009 7-9
Unified Messenger 4.02 Installation Guide 13. Click on the Install button to continue with the installation. The Message Waiting Indicator progress bar appears. When the installation is complete, the MWI Server Installation Complete screen appears (Figure 7-9). Figure 7-9. MWI Server Installation Complete screen 14. Click on the Finish button to complete installing the Message Waiting Indicator server. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 7-10 101-1621-009
8 Installing Voice server prompts This chapter provides the information and procedures necessary for installing prompts on the Unified Messenger Voice server. Find this section on page Introduction 8-2 Installing prompts 8-3 101-1621-009 8-1
Unified Messenger 4.02 Installation Guide Introduction You can install voice prompts in the following languages on the Unified Messenger server:! English: Australian. UK. US.! French: Canadian French. Standard French.! German.! Italian.! Spanish. 8-2 101-1621-009
Installing Voice server prompts Installing prompts Running the installation Use setup.exe from the um\install directory to run the installation wizard. To start the prompts installation 1. Select the Prompts checkbox for the language you want to install on the Unified Messenger Installation Wizard screen (Figure 8-1). Figure 8-1. Unified Messenger Installation Wizard screen 2. Click on the Install button. The Prompts Welcome screen appears. 3. Click on the Next > button. The License Agreement dialog box appears. 101-1621-009 8-3
Unified Messenger 4.02 Installation Guide 4. Select the I accept button and click on Next > to continue the installation. The Prompts Installation screen (Figure 8-2) appears. Figure 8-2. Prompts Installation screen 5. Click on the Install button to start the installation. The Prompts progress bar appears. When the installation is complete, the Prompts Installation Complete screen appears. 6. Click on the Finish button to complete installing this component of Unified Messenger. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 8-4 101-1621-009
9 Installing the Tracing server This chapter provides the information and procedures necessary for installing Unified Messenger Tracing server software. Find this section on page Introduction 9-2 Installing the Tracing server 9-3 101-1621-009 9-1
Unified Messenger 4.02 Installation Guide Introduction The Tracing server records operational information about activity in the Voice Mail Domain and stores the events in an operation history database. Install the Tracing server on a system that you intend to use as the Tracing server for a Unified Messenger Voice Mail Domain. It is recommended to install the Tracing server on a different machine to the Voice server. Only install one Tracing server in a Voice Mail Domain. One Tracing server can only service one Voice Mail Domain. You should use the same user account as the Voice server service for the tracing service account. Preparations Make these preparations before you start the installation procedure.! To ensure a successful installation, have the following information ready: the name of the domain where the Voice server account is located. account name. password.! Check that you have the correct permissions to perform this installation. For more information, see Pre-installation tasks on page 2-1. 9-2 101-1621-009
Installing the Tracing server Installing the Tracing server Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. To start the Tracing server installation 1. Select the Tracing server checkbox on the Unified Messenger Installation Wizard screen (Figure 9-1). Figure 9-1. Unified Messenger Installation Wizard screen 2. Click on the Install button. The Tracing Server Welcome screen (Figure 9-2) appears. 101-1621-009 9-3
Unified Messenger 4.02 Installation Guide Figure 9-2. Tracing Server Welcome screen 3. Click on the Next > button. The License Agreement dialog box appears. 4. Select the I accept button and click on the Next > to continue the installation. The Voice Server Name screen (Figure 9-3) appears. 9-4 101-1621-009
Installing the Tracing server Figure 9-3. Voice Server Name screen 5. Enter the name of the Voice server. To go back and change settings, click on < Back To continue with the installation, click on Next > The Voice Server Password screen (Figure 9-4) appears. 101-1621-009 9-5
Unified Messenger 4.02 Installation Guide Figure 9-4. Voice Server Password screen 6. Enter the password and click on Next > The Tracing Server Installation screen (Figure 9-5) appears. Figure 9-5. Tracing Server Installation screen 9-6 101-1621-009
Installing the Tracing server 7. Click on the Install button to continue with the installation. The Tracing Server progress bar appears. When the installation is complete, the Tracing Server Installation Complete screen (Figure 9-6) appears. Figure 9-6. Tracing Server Installation Complete screen 8. Click on the Finish button to complete installing this component of Unified Messenger. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 101-1621-009 9-7
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10 Installing diagnostic tools This chapter provides the information and procedures necessary for installing diagnostic tools on the Unified Messenger server. Find this section on page Introduction 10-2 Installing diagnostic tools 10-3 101-1621-009 10-1
Unified Messenger 4.02 Installation Guide Introduction This installation installs:! Operation History Viewer Operation History Viewer displays events written to the operation history database by the Voice servers.! Port Monitor Port Monitor provides a graphical user interface for checking and changing the status of ports on a Voice server.! Reporting Tool The Reporting Tool generates reports from the operation history database. The reports are used for monitoring Unified Messenger system use and tracking system security. 10-2 101-1621-009
Installing diagnostic tools Installing diagnostic tools Running the installation Use setup.exe from the um\install directory to run the Installation Wizard. Note: For operation history and reporting to function, you must also install the Tracing server (see Chapter 12, Post-installation tasks, ). To start the diagnostic tools installation 1. Select the diagnostic tools checkbox on the Unified Messenger Installation Wizard (Figure 10-1). Figure 10-1. Unified Messenger Installation Wizard 2. Click on the Install button. The Diagnostic Tools Welcome screen appears. 101-1621-009 10-3
Unified Messenger 4.02 Installation Guide 3. Click on the Next > button. The License Agreement dialog box appears. 4. Select the I accept button and click on the Next > to continue the installation. The Diagnostic Tools Setup Type screen appears. 5. Click on the Install button to start the installation. The Diagnostic Tools Progress bar is displayed. When the installation is complete, the Diagnostic Tools Installation Complete screen appears. 6. Click on the Finish button to complete installing the Unified Messenger Diagnostic Tools. Note: You must have a default printer mapped to the system in order to display reports. This applies even if you do not intend to print reports. See Chapter 12, Post-installation tasks, for additional information about installing Unified Messenger. 10-4 101-1621-009
11 Installing Caller Applications This chapter describes installing the Caller Applications software. Find this section On page Introduction 11-2 Installing the software 11-3 101-1621-009 11-1
Unified Messenger 4.02 Installation Guide Introduction This chapter lists the minimum hardware and software requirements for installing Caller Applications, and describes how to run the Caller Applications installation wizard. Caller Applications has two components:! Caller Applications Editor.! Caller Applications Runtime. Preparations Ensure that your system has the hardware and software prerequisites shown in Chapter 1, Hardware and software requirements. 11-2 101-1621-009
Installing Caller Applications Installing the software Installing Caller Applications Editor 1. Click on Setup.exe in the /Install subdirectory. The Unified Messenger Installation Wizard screen (Figure 11-2) appears. Figure 11-2. Unified Messenger Installation Wizard screen 2. Click on the Caller Applications option to display the suboptions. 3. Select the Caller Application Editor checkbox. 4. Click on the Install button. 5. The Caller Applications Editor Installation Welcome screen (Figure 11-3) appears. 101-1621-009 11-3
Unified Messenger 4.02 Installation Guide Figure 11-3. screen Caller Applications Editor Installation Welcome 6. Click on the Next > button to start installing Caller Applications Editor. The Customer Information screen (Figure 11-4) appears. Figure 11-4. Customer Information screen 11-4 101-1621-009
Installing Caller Applications 7. Enter your user name and company name. 8. Click on Next > The Setup Type screen (Figure 11-5) appears. Figure 11-5. Setup Type screen 9. Select the Complete button. 10. Click on Next > The Start Installation screen (Figure 11-6) appears. 101-1621-009 11-5
Unified Messenger 4.02 Installation Guide Figure 11-6. Start Installation screen 11. Click on the Install button. The Installation progress bar (Figure 11-7) appears. Figure 11-7. Installation progress bar The Installation complete screen appears (Figure 11-8). 11-6 101-1621-009
Installing Caller Applications Figure 11-8. Installation complete screen 12. Click on the Finish button to complete the Caller Applications Editor installation. 101-1621-009 11-7
Unified Messenger 4.02 Installation Guide Installing Caller Applications Runtime 1. Click on Setup.exe in the /Install subdirectory. The Unified Messenger Installation Wizard screen (Figure 11-2) appears. 2. Click on the Caller Applications option to display the suboptions. 3. Select the Caller Application Runtime checkbox. 4. Click on the Install button. 5. The Caller Applications Runtime Installation Welcome screen (Figure 11-9) appears. Figure 11-9. screen Caller Applications Runtime Installation Welcome 11-8 101-1621-009
Installing Caller Applications 6. Click on Next > The Customer Information screen (Figure 11-10) appears. Figure 11-10. Customer Information screen 7. Enter your user name and company name. 8. Click on Next > The Setup Type screen (Figure 11-11) appears. 101-1621-009 11-9
Unified Messenger 4.02 Installation Guide Figure 11-11. Setup Type screen 9. Select the Complete button. 10. Click on Next > The Start Installation screen (Figure 11-12) appears. Figure 11-12. Start Installation screen 11-10 101-1621-009
Installing Caller Applications 11. Click on the Install button. The Installation progress bar (Figure 11-13) appears. Figure 11-13. Installation progress bar After the installation, the Caller Applications Runtime Installation Complete screen (Figure 11-14) appears. 101-1621-009 11-11
Unified Messenger 4.02 Installation Guide Figure 11-14. Caller Applications Runtime Installation Complete screen 12. Click on the Finish button to complete Caller Applications Runtime installation. 11-12 101-1621-009
Installing Caller Applications Installing MMC snap-ins Installing Caller Applications creates an item under Unified Messenger on the Start menu (Figure 11-15). This launches the Microsoft Management Console (MMC) supplied for Caller Applications. Figure 11-15. Caller Applications Start Menu 101-1621-009 11-13
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12 Post-installation tasks This chapter provides the information and procedures necessary for completing a successful installation of Unified Messenger. Find this section on page Introduction 12-2 Selecting the PBX 12-4 Selecting a default domain language 12-5 Running the Telephony Configuration Wizard 12-6 Configuring Active Directory Connector 12-11 101-1621-009 12-1
Unified Messenger 4.02 Installation Guide Introduction To complete a Unified Messenger installation, you must perform the following tasks in Voice Mail System Configuration:! Select a PBX for the Voice Mail Domain You must select one or more PBXs for each Voice Mail Domain. See Selecting the PBX on page 12-4.! Select a language for the Voice Mail Domain You must select a language for each Voice Mail Domain. See Selecting a default domain language on page 12-5.! Run the Telephony Configuration Wizard This wizard enables you to quickly configure the Telephony Interface, PBX type, and the number of ports or time slots for a Voice server. See Running the Telephony Configuration Wizard on page 12-6.! Configure the Active Directory Connector This task is necessary only if you are running a heterogeneous network of Exchange 5.5 and Exchange 2000 servers as messaging servers within a single Voice Mail Domain. See Configuring Active Directory Connector on page 12-11. Note: If Outlook was running during the Unified Messenger V4 installation, you must stop Outlook and restart it to display the new Unified Messenger features. For more information about Voice Mail System Configuration, see the Unified Messenger Administrator s Guide. 12-2 101-1621-009
Post-installation tasks Opening Voice Mail System Configuration Open Voice Mail System Configuration from the Unified Messenger folder (see Figure 12-1). Figure 12-1. Voice Mail System Configuration Components of the Unified Messenger voice mail system are represented in a hierarchical tree structure (see Figure 12-2). Figure 12-2. Voice Mail System configuration 101-1621-009 12-3
Unified Messenger 4.02 Installation Guide Selecting the PBX To complete the installation, you must select the appropriate PBX, or PBXs, for the Voice Mail Domain. To select a PBX 1. Open Voice Mail System Configuration. (See Opening Voice Mail System Configuration on page 12-3.) 2. Double-click on the Voice Mail Domain ( ) for which you want to select a PBX. The Add New PBX dialog box is displayed (Figure 12-3). Figure 12-3. Add New PBX dialog box 3. Select the appropriate PBX, or PBXs, for the Voice Mail Domain, and click on OK. 4. Repeat Step 2 and Step 3 for each Voice Mail Domain, if applicable. 12-4 101-1621-009
Post-installation tasks Selecting a default domain language To complete the Voice server installation, you must select a default domain language for each Voice Mail Domain. If no language is selected, an error is generated. To select a language 1. Open Voice Mail System Configuration. (See Opening Voice Mail System Configuration on page 12-3.) 2. Under Voice Mail Domains, select Languages. (See Figure 12-2 on page 12-3.) A dialog box appears showing that the language is not set. 3. Select the language required from the list and click OK. 101-1621-009 12-5
Unified Messenger 4.02 Installation Guide Running the Telephony Configuration Wizard The Telephony Configuration Wizard enables you to configure the following properties for each Voice server in a Voice Mail Domain.! Telephony Interface.! PBX type.! Number of ports or time slots. You can only run the Telephony Configuration Wizard once. If, after running the wizard, you want to re-configure properties, use the appropriate pages in Voice Mail System Configuration. For more information about using Voice Mail System Configuration, see the Unified Messenger Administrator s Guide. Note: You must select a PBX for the Voice Mail Domain before you can run the Telephony Configuration Wizard. 12-6 101-1621-009
Post-installation tasks To run the Telephony Configuration Wizard 1. Open Voice Mail System Configuration. (See Opening Voice Mail System Configuration on page 12-3.) 2. Double-click on the Voice server that you want to configure. The Telephony Configuration Wizard (Figure 12-4) appears. Figure 12-4. Telephony Configuration Wizard 101-1621-009 12-7
Unified Messenger 4.02 Installation Guide 3. Click on Next > The PBX Type Selection screen (Figure 12-5) appears. Figure 12-5. PBX Type Selection screen 4. Select the PBX type to be used by the Voice server. The screen lists the PBXs in the Voice Mail Domain. 5. Click on Next > The Telephony Interface Selection screen (Figure 12-6) appears. 12-8 101-1621-009
Post-installation tasks Figure 12-6. Telephony Interface Selection screen 6. Select the Telephony Interface to be used by the Voice server. 7. Click on Next > The Port Number Selection screen (Figure 12-7) appears. Figure 12-7. Port Number Selection screen 101-1621-009 12-9
Unified Messenger 4.02 Installation Guide 8. Select the number of ports, or time slots, to be used by the Voice server. 9. Click on Next > The Completing the Telephony Configuration Wizard screen (Figure 12-8) appears. Figure 12-8. screen Completing the Telephony Configuration Wizard 10. Click Finish. 11. Repeat Step 2 through Step 10 for each Voice server in the Voice Mail Domain. For the changes to take effect, you must stop and restart the Unified Messenger service. After the service is restarted, you can configure all other properties for the Voice Mail Domain. See the Unified Messenger Administrator s Guide for port configuration information. 12-10 101-1621-009
Post-installation tasks Configuring Active Directory Connector Use this procedure only if you are using Exchange 5.5 servers and Exchange 2000 servers as peer messaging servers in the same Voice Mail Domain. This procedure sets up a two-way connection between the Voice Mail Domain container in Exchange 5.5 and Exchange 2000. To configure Active Directory Connector 1. Start Active Directory Connector. 2. Select New Action, and click on Recipient Connection Agreement. 3. Enter the following information: The account name and password of an account with Active Directory connection privileges. The name of the Exchange 5.5 server to replicate with. The name of the domain controller to replicate with. The names and passwords of accounts for replication agreement authentication. The location of the Voice Mail Domain container in the Active Directory. Important: The Connection Agreement must be configured to create a new Windows NT account if the primary account for the mailbox does not exist in the domain. If you create disabled accounts, you must enable them manually for Unified Messenger to operate correctly. 101-1621-009 12-11
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13 Upgrading Unified Messenger This chapter provides the information and procedures necessary for upgrading the Unified Messenger software. Find this section on page Introduction 13-2 Running System Upgrade 13-3 Upgrading the Voice server 13-5 Reconfiguring the audio encoding format 13-11 101-1621-009 13-1
Unified Messenger 4.02 Installation Guide Introduction Use the System Upgrade utility to install a new version of the Unified Messenger software.! Running system upgrade. You can run System Upgrade from the Unified Messenger Installation Wizard. It is possible to upgrade all operating system and Unified Messenger components automatically, or to specify Unified Messenger components individually.! Upgrading the Voice server. If you upgrade the Voice server component of Unified Messenger, you must also complete Voice server configuration.! Reconfiguring the audio encoding format. The default audio encoding format has changed for this version of Unified Messenger. This section describes the recommended new format.! WARNING: If you are upgrading from a V2 release of Unified Messenger, you must upgrade to V3 before upgrading to V4. You cannot upgrade directly from V2 to V4.! CAUTION: If you are upgrading a domain from V3 to V4 of Unified Messenger, upgrade at least one existing V3 server before adding any new V4 servers to the domain. 13-2 101-1621-009
Upgrading Unified Messenger Running System Upgrade To run System Upgrade from the Unified Messenger Installation Wizard 1. Open Windows Explorer. 2. Select one of the following: The Unified Messenger Server subdirectory on a network drive. The Server subdirectory on the Unified Messenger CD-ROM. 3. Run setup.exe The Unified Messenger upgrade screen appears. 4. To run an automatic upgrade of all required operating system and Unified Messenger components: Click on the Run System Upgrade button. A screen listing all the components requiring upgrading appears. Click on the Install button to perform the complete upgrade automatically. 101-1621-009 13-3
Unified Messenger 4.02 Installation Guide 5. To upgrade a specific Unified Messenger component: Click on the Ignore button. A screen appears listing the Unified Messenger components and their version numbers. Select the checkbox next to the Unified Messenger component you want to upgrade. Click on the Install button to run the installation procedure. Click on the Finish button to complete the Unified Messenger component upgrade. 6. Click on Close to close down the Unified Messenger installation wizard. 7. The Reboot dialog box appears. Click on the Yes button to reboot the system. 8. If you have upgraded the Voice server, perform the additional configuration tasks on page 13-5. 13-4 101-1621-009
Upgrading Unified Messenger Upgrading the Voice server Perform these configuration tasks after a Unified Messenger Voice server upgrade. Voice server configuration To start Voice server configuration Voice server configuration starts automatically after a system reboot. 1. The screen shown in Figure 13-1 appears. This upgrades the front end database format and the database schema. Click on Next > to continue Voice server configuration. Note: This step may take several hours for a large database. Figure 13-1. Front End Database Update screen The Peer Directory Server Selection screen appears (Figure 13-2). 101-1621-009 13-5
Unified Messenger 4.02 Installation Guide 2. Select the name of the peer directory server and click on Next > Figure 13-2. Peer Directory Server Selection screen 3. If you have selected a peer directory server that is not the default peer directory server, the Resynchronize Database dialog box (Figure 13-3) appears. Click on Yes to continue with the configuration and resynchronize the database. Note: This may take several hours for a large database. 13-6 101-1621-009
Upgrading Unified Messenger Figure 13-3. Resynchronize Database dialog box The upgrade procedure compares existing the upgraded prompts on the Voice server with existing domain prompts. If any prompts are missing, the screen shown in Figure 13-4 appears. Figure 13-4. Locate Missing Prompts screen 4. Click on Next > to display the Browse for a Folder dialog box (Figure 13-5). 5. Select the folder containing the missing prompt and click on OK. 101-1621-009 13-7
Unified Messenger 4.02 Installation Guide Figure 13-5. Browse for a Folder dialog box Note: The OK button is enabled only when the selected prompt is a valid prompt. The Locate Missing Prompts screen appears. 6. Click on the Add Prompts button to install the missing prompts. 7. The progress bar that displays the progress of the prompts installation appears. When the installation finishes the User Information Upgrade screen (Figure 13-6) appears. 8. Click on Next > to prepare the Voice server with users voice-mail information from the Microsoft Exchange Directory. Note: This may several hours if there are a large number of users. 13-8 101-1621-009
Upgrading Unified Messenger Figure 13-6. User Information Upgrade screen The Voice Server Installation Complete screen (Figure 13-7) appears. 101-1621-009 13-9
Unified Messenger 4.02 Installation Guide 9. Select the checkbox if you want to display the ReadMe file at once. Figure 13-7. Voice Server Installation Complete screen 10. Click on the Finish button to complete the installation. 13-10 101-1621-009
Upgrading Unified Messenger Reconfiguring the audio encoding format The default audio encode format has been changed from Adaptive Differential Pulse Code Modulation (ADPCM) to Global System for Mobile Communications (GSM). If your audio encoding format is set to ADPCM, you should use the following procedure to change it to GSM. See the Unified Messenger Concepts and Planning Guide for more information about the audio encoding format to use. To configure the audio encoding format 1. Open Voice Mail System Configuration (VMSC). 2. From the VMSC window, choose the Voice Mail Domain. 3. Choose Audio Encoding. The Audio Encoding dialog box is displayed (Figure 13-8). 101-1621-009 13-11
Unified Messenger 4.02 Installation Guide Figure 13-8. Audio Encoding dialog box 4. Under Default Audio Encoding Format, select GSM. 5. Under Voice Mail Text Body, edit the text that is to be added to all voice messages sent to recipients who have not installed Unified Messenger. This text should explain what they must do in order to listen to their message. The default text depends on the audio encoding format you selected. 13-12 101-1621-009
14 Removing or repairing Unified Messenger software This chapter provides the information and procedures necessary for removing or repairing Unified Messenger software. Find this section on page Introduction 14-2 Removing or repairing Unified Messenger files 14-3 101-1621-009 14-1
Unified Messenger 4.02 Installation Guide Introduction Use Remove to remove the Unified Messenger software components from the system. Use Repair to reinstall files that are corrupted or missing without reinstalling the complete suite of Unified Messenger software. 14-2 101-1621-009
Removing or repairing Unified Messenger software Removing or repairing Unified Messenger files To remove or repair a Unified Messenger software component 1. From the Windows Control Panel, select Add/Remove Programs. 2. Select the Unified Messenger component that you want to remove or repair. In this example it is the Tracing server (see Figure 14-1). Figure 14-1. Add/Remove Programs Properties 3. Click on the Add/Remove button. The Repair or Remove screen appears (Figure 14-2). 101-1621-009 14-3
Unified Messenger 4.02 Installation Guide Figure 14-2. Repair or Remove screen 4. Select the: Remove button and click on Next > to remove the component. Repair button and click on Next > to repair the component. The progress bar appears. The process is complete when the Repair or Remove Complete screen appears (Figure 14-3). 14-4 101-1621-009