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Spectel Reserver Applicationfor Lotus Notes 1.2

Installation andAdministration Guide

Document Number 81100219 Rev C

Copyright 2004 Spectel, Incorporated. All rights reserved.

Spectel, Incorporated, makes no representations or warranties regarding the contents of this document. Information contained herein is subject to change without notice. The software described in this document is furnished under a license agreement and may be used only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, without the express written permission of Spectel, Incorporated.

Spectel, the Spectel logo, BridgeTalk, Click-2-Conference, Web Portal, IMM, Internet Meeting Manager,Spectel MultiSite Application, ProtoCall, Reserver, Spectel Reserver for Microsoft Outlook, Spectel Reserver for Lotus Notes, SRB, 7 Series, Spectel 70, Spectel 700, Spectel 780, and Spectel 7000 are either trademarks or registered trademarks of Spectel, Incorporated. All rights reserved. All other company and/or product names mentioned are trademarks are trademarks of their respective owner.

Lotus, Lotus Notes, LotusScript, Notes Mail, NotesSQL, NotesView, 1-2-3, Organizer, SmartIcons, and SmartSuite are registered trademarks of Lotus Development Corporation.

Spectel, Incorporated

Document Number 81100219 Rev C

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vNew features with this release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vConventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viContacting Spectel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Chapter 1: Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Installation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Installing the components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Installing the server software . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Configuring Domino template and database files . . . . . . . . . . . . . . . 1-5Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . 1-7Installing the client software (centralized method) . . . . . . . . . . . . . . . 1-7

Viewing the Reserver Program Files directory . . . . . . . . . . . . . . . . . . . 1-8Uninstalling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Uninstalling the client software. . . . . . . . . . . . . . . . . . . . . . . . . 1-9Uninstalling the server software . . . . . . . . . . . . . . . . . . . . . . . . 1-10Restoring the standard Lotus Notes NTF files . . . . . . . . . . . . . . . . . 1-10

Chapter 2: Configuring the Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Overview of components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Defining bridge parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Configuring the MLKSched.ini file . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Chapter 3: Creating and Modifying a Conference Call . . . . . . . . . . . . . . . . . . . . . 3-1

Setting up and scheduling a Conference Call . . . . . . . . . . . . . . . . . . . 3-2Selecting the basic requirements . . . . . . . . . . . . . . . . . . . . . . . 3-2Selecting a repeating conference . . . . . . . . . . . . . . . . . . . . . . . 3-4Sending an invitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Creating a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

iii

Using Calendar options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Modifying Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Modifying a one-time Conference Call . . . . . . . . . . . . . . . . . . . . . 3-13Modifying a series of Conference Calls . . . . . . . . . . . . . . . . . . . . 3-13Modifying a conference in progress . . . . . . . . . . . . . . . . . . . . . . 3-15Deleting a scheduled Conference Call. . . . . . . . . . . . . . . . . . . . . 3-15Deleting series Conference Calls . . . . . . . . . . . . . . . . . . . . . . . 3-17

Using an On Demand Conference Account . . . . . . . . . . . . . . . . . . . 3-20Setting On Demand Conference Details . . . . . . . . . . . . . . . . . . . . 3-20Creating an On Demand Conference . . . . . . . . . . . . . . . . . . . . . 3-21Data Conference Support . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22

Appendix A: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A- 1Distributing Client Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Using the Client Distribution Manager . . . . . . . . . . . . . . . . . . . . . . . A-3

Editing the Administration Execution Control List (ECL) . . . . . . . . . . . . A-7Distributing mail messages . . . . . . . . . . . . . . . . . . . . . . . . . . A-8Installing the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Uninstalling the client files . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Appendix B: Setting Time Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B- 1

Time zone names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Appendix C: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C- 1Error Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IX-1

iv Reserver for Lotus Notes 1.2 Installation and Administration Guide

Preface

The Reserver for Lotus Notes 1.2 Installation and Administration Guide provides information on installing and configuring Reserver for Lotus Notes.

Reserver for Lotus Notes enables you to set up meetings and schedule conference calls within your Lotus Notes E-mail and calendar applications.

The following is a list of other information you can use with this guide:

• For information on the Spectel 780/Spectel 700 bridges, see the Spectel 700 Administration and Maintenance Guide.

• For instructions on using Reserver for Lotus Notes, see the Reserver for Lotus Notes online help.

New features with this release• Support for latest versions of Lotus Notes/ Domino

The latest release of Reserver for Lotus Notes supports versions 5.0.12, 6.0.1 and 6.5.1 of Domino and Notes.

• Authenticate to CRS using the end user’s email address.Reserver for Lotus Notes authenticates to the CRS using the end user’s email address in addition to the existing account number or contact name.

• Support for latest versions of the Spectel 700 (version 3.3).Reserver for Lotus Notes supports the scheduling of conferences with the most recent production version of the Spectel 700.

• Support for latest version of the CRSReserver for Lotus Notes supports the latest CRS release (2.3.11.3).

• Support for DataXChangeReserver for Lotus Notes supports Data XChange. For more information see “Adding advanced features” on page 3-9.

• New advanced features.Reserver for Lotus Notes provides a new list of advanced conference features. These include:

v

- Auto Extend Ports- Auto Extend Duration- Billing Code Prompt- Save Options- Moderator blocked dial out- Global conferences- Prompt set selection for the conference.- System administrators can set a default value for the above settings on an individ-

ual basis.For more information see, “Adding advanced features” on page 3-9.

• On Demand Conference account.On Demand Conference functionality is available with the latest release of Reserver for Lotus Notes. For more information, see “Using an On Demand Conference Account” on page 3-20.

ConventionsThe following table includes conventions that appear in this guide.

Convention Description

Choose To choose a command from the Menu bar. For example, “Choose File - Exit” means to move the cursor to “File” in the Menu bar, hold down the left mouse button, then move the cursor to “Exit,” and finally release the left mouse button.

Click To select an item by placing the cursor over the named object and then pressing the left mouse button. For example, if the manual says “Click OK,” select OK using the mouse.

Enter To enter text using a keyboard. For example, if the manual says “enter a filename,” type the name of a file that you want to use.

vi Reserver for Lotus Notes 1.2 Installation and Administration Guide

Contacting SpectelYou can contact Spectel at:

KEYNAME Text displayed in is a keyname, for example ESC or ENTER. In certain cases, the guide refers to a combination of keys, such as CTRL+ENTER. This means that you must simultaneously press the CTRL and ENTER keys (hold down the CTRL key, and then press ENTER).

Press To input a specific key or key sequence. (See KEYNAME in this table.)

Select To highlight, for example, a row in a display or a list item, or select a check box or a radio button.

Edit entry To modify text displayed in a table.

Corporate Headquarters

Spectel, Incorporated21 Stillorgan Industrial ParkCo. Dublin, IrelandTel: +353 1 207 5600US Toll Free: 1 877 535 9290Fax: +353 1 295 3740

US Headquarters

Spectel, Incorporated200 Minuteman RoadAndover, MA 01810 USATel: 800 685 8454Fax: 978 552 6250

Technical Support

US and Canada:Tel: 800 366 5469E-mail: [email protected]: 978 552 6220

International:Tel: +353 1207 5667E-mail: [email protected]

Web Site www.spectel.com

Convention Description (Continued)

vii

Chapter 1Installation

This chapter provides information on installing the Reserver for Lotus Notes application. Topics include:

• Overview• Installation requirements• Installing the server software• Installing the client software (centralized method)• Uninstalling the server software• Uninstalling the client software• Restoring the standard Lotus Notes NTF files

Installation 1-1

OverviewReserver for Lotus Notes is a client/server application, which displays customized Lotus Notes forms that users can access to schedule audio and data conferences.

The Reserver for Lotus Notes application is supported by a Lotus Notes database file (.NSF), which includes forms, fields, folders, views, and other presentation features like database icons. When you have several databases on a server that you want to standardize, you can use a Domino template file (.NTF), which is structurally identical to a database but only includes design elements. The database files (NSFs) inherit the design elements that are set up in the template.

Spectel provides a modified mail template that you copy from the Program Files directory to the <Lotus installation drive>\Lotus\Domino\Data folder. Then, you can update all or selected client database mail files (NSFs) with the Reserver for Lotus Notes NTF template by running a load convert command. For instructions, see “Converting the standard client NTF files” on page 1-7.

Here are two important points to consider:

• The original Lotus Notes NSF and NTF files remain intact in the Domino Mail server directory.

• You can restore the original configuration by entering a single load convert command. For more information, see “Restoring the standard Lotus Notes NTF files” on page 1-10.

The following graphic shows an overview of the client/server architecture:

client machine client machine

Spectel 700/ CRS S700/ CRSSpectel 780 Spectel 700/CRS

Domino Mail server

client machine client machine

1-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide

Installation requirementsBefore installing Reserver for Lotus Notes, you should verify that the following requirements are met:

Note: If a problem occurs during installation, every effort should be made to ensure that Lotus Notes and the enterprise configuration are fully functional prior to contacting Spectel Technical Support.

Component Description

Server Install and configure the Domino mail server

Client Install and configure the following client components:

• Lotus Notes 5.0 or higher• Microsoft Windows 2000, XP• Microsoft Internet Explorer 5.5 or higher for optimum online help

performance

Note: Netscape 4.x and 6.x users may experience printing or display irregularities with some tables and help topics.

Bridge Verify connectivity to one of these audioconferencing systems (bridges):

• Spectel 700 3.3 or later• Spectel 780 3.3 or later• CRS 2.3.11.3 or laterFor information on the:

– Spectel 700 bridge, see the Spectel 700 Administration and Maintenance Guide.

Installation 1-3

Installing the componentsIn a typical enterprise environment, you can install the client files by using either of these methods:

• Centralized—(Recommended) After installing the server software on the Domino mail server, each individual registers the OCXs by accessing the client setup executable from a shared directory. For instructions, see “Installing the client software (centralized method)” on page 1-7.

• Distributed—After installing the server software on the Domino mail server, the client files (OCXs) are E-mailed to recipients who can install the files themselves. For more information, see “Distributing Client Files” on page A-1.”

The following table lists the necessary steps for a typical installation of Reserver for Lotus Notes.

Step 1: Installing the server softwareFollow these steps to install the server software:

1. Log on with administrator privileges to the targeted server.2. Insert the Reserver for Lotus Notes CD.3. Use Windows Explorer to locate the Setup.exe located in the Reserver for Lotus

Notes CD. Double-click on Setup.exe.4. Click the Next button on the Welcome window to launch the install. The installation

prompts you to enter your name and company. Then click the Next button to continue the install.

5. When Install Shield prompts for the target installation directory, accept the default directory of c:\install location or enter a new target location. Click Next.

Step Where to find information

1. Installing the server software See the next section, “Installing the server software.”

2. Configuring Domino template and database files

See page 1-5.

3. Configuring the MLKSched.ini file See page 2-3 in Chapter 2, “Configuring the Components.”

4. Installing the client software (centralized method)

See page 1-7.


6. Complete the required information to finish the installation process. The installation process notifies you when the setup is complete. Click Finish.

7. If you are using the centralized method for client installation, right-click on the install location and select “Sharing” to make the target directory shared. For a description of client installation methods, see page 1-7.

See the next section, “Configuring Domino template and database files.”

Step 2: Configuring Domino template and database filesIn order to install Reserver for Lotus Notes you must have administrator access to the Lotus Notes Domino mail server.

1. Click Start - Programs - Applications - Domino server to open the command window.

Note: Before you can copy or modify files on the Domino server, you must first stop the server.

Follow these steps to stop the Domino mail server:

2. If the Domino mail server is running, enter one of the following commands in the server’s command window to stop the server (without restarting).Table 1-1: Domino mail server commands

3. Use this procedure to copy the Reserver for Lotus Notes files

Note: If you want to distribute the Reserver for Lotus Notes client files, copy the ConfRsrvAdm.nsf file, also. This file is called the Client Distribution Manager and is used to distribute client setup files (through email) on Lotus Notes. See , “Distributing Client Files.”

4. Follow these steps to edit the MLKSched.ini file:a. Reserver is installed by default in the ‘Program Files’ directory.b. In the [Path] section, set the path to:

MLKGWOLKPath=\\servername\program files

To Enter

Stop the Domino mail server and close the command window

E, Q, EXIT, or QUIT

Stop the Domino mail router and leave the command window open

TELL ROUTER QUIT

Restart the Domino mail server RESTART SERVER or LOAD ROUTER

Installation 1-5

where servername is the name of the server where Reserver for Lotus Notes resides.

Tip: Make sure that you edit the all the necessary values in this file. For detailed information on configuring the MLKSched.ini file, see “Configuring the MLKSched.ini file” in Chapter 2, “Configuring the Components” on page 2-3.

3. Start the Domino mail server.For more information about commands, see Table 1-1, “Domino mail server commands,” on page 1-5.

4. See the next section “Converting the NTF files” to run the load convert -l command.

Converting the NTF filesAs a Lotus Notes administrator, you can select specific names or departments to gradually update your company’s mail database with the Reserver for Lotus Notes template. Use the load convert command to substitute the standard Lotus Notes NTF file on the Domino server with the Reserver for Lotus Notes NTF (ConfRsrvMail50.ntf or ConfRsrvMail60.ntf).

Note: ConfRsrvMail50.ntf applies to the Lotus Notes 5.0 release. ConfRsrvMail60.ntf applies to Lotus Note 6.0.1, 6.1.65.

Follow these steps:

1. To save time, upgrade one section of the company mail list at a time or create a text file of the mail files you want to convert.

Tip: Be prepared to wait several minutes or more depending on the database size.

2. If you want to create a text file, enter this command in the server command window:load convert -F c:\temp\maillist.txt

When you run this command, you create a text file, maillist.txt, located in the server’s C:\temp folder. The text file might look similar to the following:

mail\bbrooksmail\jsmithmail\wfish

Note: The entries do not require file extensions.

3. Open the maillist.txt using any text editor.4. Press ENTER at the end of the maillist.txt file if you are adding a new name or ID.


Note: You must press ENTER (carriage return) at the end of the maillist.txt file before you run the load convert -f command to update the individual’s standard mail template to the new template.

To convert the templates remotely, use the Lotus Domino Administrator client software. For more information on using the conversion utility, see “Upgrading Users’ mail files” in the Lotus Domino Administrator’s help file.

5. See the next section, “Converting the standard client NTF files” to run the load convert -f command.

Converting the standard client NTF filesTo update client-based mail files (NTF) from a text file with the Reserver for Lotus Notes NTF, enter the following command in the server command window:

load convert -f c:\temp\maillist.txt std* ConfRsrvMail50.ntf/ ConfRsrvMail60.ntf

where

– “f” specifies the mail files that are converted. – “std” filters the list so that only files with template names beginning with std are

updated.

Tip: If you use the “f” parameter, Spectel recommends that you stop the Domino mail server from delivering mail while the conversion is taking place. When the conversion ends, you can restart the server. To find out how to start or stop the Domino server, see Table 1-1, “Domino mail server commands,” on page 1-5.

Step 3: Configuring the MLKSched.ini fileSee page 2-3 in Chapter 2, “Configuring the Components.

Step 4: Installing the client software (centralized method)The client installation consists of registering the necessary custom control (OCX) files on each client machine to set up the Reserver for Lotus Notes environment.

Note: You must have administrator privileges to complete this task.

Follow these steps:

1. Log on to a client machine.2. Use Windows Explorer to locate the Program Files directory.

Installation 1-7

3. Open the directory and double-click on ClientSetup.exe.4. Click OK when the “Successful registration of the OCX” message box appears.5. When prompted to restart, click OK. 6. Close all programs and restart the machine for the changes to take effect.

Note: For information on installing the client software using the distributed method—distributing client files by E-mail to recipients who can install the files themselves—see “Distributing Client Files” on page A-1.”

Viewing the Reserver Program Files directoryThe following table lists the files installed in the Reserver for Lotus Notes installation directory.

Table 1-2: The Reserver Program files directory

File Icon Description

_deisreg.isr ISR File

_isreg32.dll Application Extension

ClientSetup.exe Application

ConfRsrvAdm.nsf NSF File

ConfRsrvMail50.ntf NTF File

ConfRsrvLocales.nsf NSF File

DelsL1.isu ISU file

Gwoh.chm Online Help System

IsStub32.exe Application


UninstallingUninstalling Reserver for Lotus Notes is a three-part process that you should carry out in the following order:

1. Uninstalling the client software2. Uninstalling the server software3. Restoring the standard Lotus Notes NTF files

Note: You must have administrator privileges to complete this task.

Uninstalling the client softwareTo uninstall Reserver for Lotus Notes from a client machine, you unregister the OCX.

To unregister the Reserver for Lotus Notes OCX:

1. Use Windows Explorer to locate the Program Files directory. 2. Open the directory and double-click on Uninstall_Client.exe.3. Click OK when the “Successful unregistration of the OCX” message box appears.4. Reboot the client machine.See the next section, “Uninstalling the server software.”

IsUn32Ex.exe Application

MLKSched.ini Configuration Settings

MLKScheduleCtl.ocx OCX File

SptlMlkWebCtl.ocx OCX File

Uninstall_Client.exe Application

ConfRsrvMail60.ntf Application

File Icon Description (Continued)

Installation 1-9

Uninstalling the server softwareUse this procedure to uninstall Reserver for Lotus Notes from a server machine:

1. Log on with administrator privileges to the server where Reserver for Lotus Notes is installed.

2. In the Lotus Domino server’s command window, enter E or Q to shut down the Domino server.

3. Choose Start - Settings - Control Panel and double-click on Add/Remove Programs.4. Select the Reserver for Lotus Notes program and click Remove.5. Click the Yes to all button when the Remove Shared Files window displays.6. Click Yes and then Close in the Add/Remove Programs dialog box.7. Use Windows Explorer to locate the following:

– Program Files directory. Make sure this directory does not exist. It was deleted during the uninstall process.

– ConfRsrvMail50.ntf/ ConfRsrvMail60.ntf and ConfRsrvAdm.nsf files located in the \Lotus\Domino\Data folder. Manually delete these files.

8. Reboot the server machine.See the next section, “Restoring the standard Lotus Notes NTF files.”

Restoring the standard Lotus Notes NTF filesFollow these steps to restore the standard Lotus Notes NTF files:

1. In the Domino server’s command window, enter TELL ROUTER QUIT to stop the Domino mail router.For commands, see Table 1-1:, “Domino mail server commands”, on page 1-5.

2. Enter the following command in the server command window:load convert -f c:\temp\maillist.txt conf* mail50.ntf/ mail60.ntf

Note: If the client’s mail database does not include a template name in the database properties, then use this command:

load convert -f c:\temp\maillist.txt * mail50.ntf/ mail60.ntf

3. In the server’s command window, enter LOAD ROUTER to restart the Domino mail router.


Chapter 2Configuring the Components

This chapter describes the following procedures necessary for configuring Reserver for Lotus Notes:

• Overview of components• Defining bridge parameters• Configuring the MLKSched.ini file

Configuring the Components 2-1

Overview of componentsReserver for Lotus Notes uses customized forms built from a standard set of Lotus Notes templates and forms. The Reserver for Lotus Notes Administrator first sets up the Reserver for Lotus Notes environment and then installs or distributes the supporting files on individual client machines.

The following table lists the steps necessary for configuring Reserver for Lotus Notes.

To Where to find information

1. Set up the bridge(s)

See the next section, “Defining bridge parameters.”

2. Configure the Domino server files

For more information, see “Configuring Domino template and database files” in Chapter 1, “Installation” on page 1-5.

3. Customize Reserver for Lotus Notes

See “Configuring the MLKSched.ini file” on page 2-3.

4. Distribute Lotus Notes files

There are two methods of installing client files:

• Centralized—(Recommended) After installing the server software on the Domino mail server, each individual registers the OCXs by accessing the client setup executable from a shared Program Files directory. For instructions, see “Installing the client software (centralized method)” on page 1-7 in Chapter 1, “Installation.”

• Distributed—After installing the server software on the Domino mail server, the custom Lotus Notes files are E-mailed to recipients who can install the files themselves. For more information, see “Distributing Client Files” on page -1.”


Defining bridge parametersUse the following procedure to define bridge parameters:

1. Enable the Scheduler on each available bridge.2. Create a Scheduler Sign-in for Reserver for Lotus Notes on each CRS.

Make sure that you enter an identical SignInName and SignInPassword in the MLKSched.ini file. See “Configuring the MLKSched.ini file” later in this chapter.

Tip: The SignInName and SignInPassword are case sensitive.

For more information on sign-ins, see the Spectel 700 3.3 Administration and Maintenance Guide.

Configuring the MLKSched.ini fileReserver for Lotus Notes can communicate:

• indirectly with Avaya ACS 500/1100 or Spectel 700/780 bridge via a CRS.Reserver for Lotus Notes requires that you configure certain areas in the MLKSched.ini file. The configuration will depend on your bridge configuration.

Follow these steps to edit the MLKSched.ini file in the Install directory:

1. Use any text editor to open the MLKSched.ini file.2. Modify the definitions as described in Table 2-1.

Table 2-1: The MLKSched.ini file

Section Name Description

Path In the [PATH] section, replace the ServerName with the name of the machine where Reserver for Lotus Notes resides.


Signin account In the [SIGNINACCOUNT] section, enter a SingInName and Password which are to be used to log on to the Client Registration System (CRS) for each bridge listed under the BRIDGENAMES section. The SignInName is case sensitive and must be spelled exactly the same as the name on the CRS. For example:

SignInName = mlkgwolk

Password = mlkgwolk

Note: Use the Client Registration Server front end System Administrator screen to create user login on the CRS which matches the signin account created for Reserver for Lotus Notes. You must have operator privileges to perform this function.

Bridge names In the [BRIDGENAMES] section, assign each bridge that Reserver for Lotus Notes will connect to using the following parameters:<name>=<IPAddress>,<Active(1/0)>,<Port Num>,<TZ Name>,<Type>,<System 1>,<System 2>)name : String containing the bridge name, maximum of 8 characters.TZ Name : String for the bridge timezone. See the appendix guide for a list of supported values.Port Num : Can be any number, the default is 20001.Type : Must be set to S70/700.System 1 : System setting, must be set to 1System 2 : System setting, must be set to 0Bridge1=127.0.0.1,1,20001,Eastern Standard Time,S70/700,1,0

Note: Spectel recommends that you use port number 20001 to remain consistent with Internet addressing standards.Valid port numbers range from 1024 to 65535. The port number that you use must be specified in the bridge etc/services file.

Section Name Description (Continued)


Bridge Phone Numbers

Create a separate section for each bridge, in order to set up phone numbers. The section name must be the bridge name, for example:

Bridge Name= Bridge 1

Section Name= Bridge 1.

The format of the lines in the phone number section is <label>, <phone number>. Once all the labels and phone number combinations have been set up for a specific bridge the section must be ended by “[end]”.

Custom fields In the [CUSTOMFIELDS] section, you can configure one requiredfield, "Custom2". The Custom2 field specifies how the booking will be referenced in the CRS, there are 3 methods:Contact Name (this is referred to as client name in the CRS).Account Number (the client's account number in the CRS).Email Address (the client's email address in the CRS).Custom2=<Optional/Required/Not Used 1/2/3)>,<Label>,<Type A/N>,<size>Optional 1: Will be displayed on the screen, field can be left blankRequired 2: Will be displayed on the screen, field can not be left blankNot Used 3: Will not be displayed on the screenLabel : Field will be displayed using this labelType A: AlphaNumeric FieldType N: Numeric Field, We may check for the validitySize : Number of characters this custom field can contain, if not used set this to 3Use one of the following entries to choose your method of referencing the booking within the CRS:custom2=2,Account Number,N,20custom2=2,Contact Name,A,20custom2=2,Email Address,A,50

Note: The Custom1 and Custom3 fields are reserved for system use.



URL Note: This section does not apply to Reserver for Lotus Notes.

ConfDays Define the number of days that can be scheduled from the start date to the end date. The default is 0. For example: ConfDays=20

Note: The maximum range is 365 days. For example:

ConfDays = 0, to schedule all one-time confer-ences

ConfDays = 1:365, to schedule both one-time and series conferences up to one year.

ConfThreshold This setting will send a warning to the user if they are trying to complete scheduling and changing of a series that is greater than the ConfDays parameter. 0= no warning is displayed.1-365= a warning is displayed to the user if they attempt to schedule/ change a series of bookings that are equal to, or greater than, this setting.

Note: Do not set this setting higher than the ConfDays setting.

MaxConfLines Enter a maximum number of lines allowed per conference. For example: MaxConfLines=0

No limit = 0

If you want to impose a limit replace zero with any number.

E-mail notification

The user can enter a limited number of lines in the E-mail notification text. Each line is limited to 255 characters (this is a windows limitation on the buffer size. The EmailText section must be prefixed by {EMAILTEXTSTART] and ended by [EMAILTEXTEND] For example:

EmailText = [EMAILTEXTSTART] “You have been invited to attend a conference call. Please accept or reject. Details are listed below.”[EMAILTEXTEND]



Security codes If security code auto-generation is enabled on all the bridges, set this field to 1 (On) otherwise, set to 0 (Off). The default is 0. For example:

AutoGenerateSC = 0

Data conference

In this Release of Reserver for Lotus notes, the value given for SpectelURL is used to integrate with DataXchange. The following tokens can be included in the URL and are substituted with the relevant data:

[ConfRef] Data Conference Reference Number specified in On Demand preferences.

[ConfPIN] Data Conference PIN specified in On Demand Preferences.

[Name] Notes user name.

For example:

SpectelURL:”http://dataconf.spectel.com/servlet/DCL.MeetingServer.Admin.DCMSAdminTemplate=spauthandjoin&Audio=ON&Language=en&BrandPrefix=SPECTEL&ConfRef=[ConfRef]&Pin=[ConfPIN]&Name=[Name]”



Advanced 700 options

The [ADVANCED700OPTIONS] section allows administrators to display or hide advanced options on the Conference Call tab. It is also possible for the administrator to set a default value for an advanced option. For example:0 = off - do not display1 = on - display (default)Advanced fields available based on your bridge configuration.S70/700/780-specific fields

ConfirmBeforeSend = Confirm Email Text,1,1,*,DataConference = Data Conference,1,2,*1,AutoExtendPorts = Additional Participants,1,3,*1,AutoExtendDuration = Auto Extend Confer-ence,1,4,*1,BillingCodePrompt = Billing Code Prompt,1,5,*1,NotifyEntry = Notify Entry,1,6,*System,NotifyExit = Notify Exit,1,7,*System,GlobalConference = Global Conference,1,8,*1,SecurityCodeDuration = Security Code Dura-tion,1,9,*100,SaveOptions = Save Options as Default,1,10,*1,NameRecPlayback = Name Record/Play-back,1,11,*Individual,PinMode = Pin Mode,1,12,*Conference,PinList= Pin List,1,13,*123456,Music = Music,1,14,*M2,Security = Security,1,15,*1,Hangup = Hangup,1,16,*1,ModBlockedDialout = Moderator Blocked Dia-lout,1,17,*1,PromptSet = Prompt Set,1,18,*Prompt2,



700 Prompt Set

This section holds the names of the 20 prompt sets for the 700 bridge.Entries take the following format:FieldName=<Identifier (integer value)>,<Prompt Set Name>,Prompt sets not in use should have have a prompt set name preceded by an Asterix,e.g. PromptSet02 = 2,*Set2,

Prompt set 00 is always "0,English," and should not be changed.

Do not edit PromptSet00 = 0,English,

PromptSet01 = 1,Set1,

PromptSet02 = 2,*Set2,





PromptSet07 = 7,Set7,
















3. Save and close the file.

OLE Environment

The [OLENVIRONMENT] section does not apply to Reserver for Lotus Notes.

Scheduler This section does not apply to Reserver for Lotus Notes 1.2.

Tooltips This section does not apply to Reserver for Lotus Notes 1.2.

Standard Options

This section does not apply to Reserver for Lotus Notes.

LOGGING System Parameter.

OLKADDIN System Parameter.



Chapter 3Creating and Modifying a Conference Call

This chapter includes instructions for using Reserver for Lotus Notes. Topics include:

• Setting up and scheduling a Conference Call• Selecting the basic requirements• Selecting a repeating conference• Creating a Conference Call• Using Calendar options• Modifying Conference Calls• Modifying Conference Calls• Modifying a series of Conference Calls• Modifying a Conference Call in Progress• Deleting a scheduled Conference Call• Deleting series Conference Calls• Configuring an On Demand conference account.

Creating and Modifying a Conference Call 3-1

Setting up and scheduling a Conference CallReserver for Lotus Notes enables you to set up meetings and schedule Conference Calls within your Lotus Notes E-mail and Calendar applications. You can schedule a Conference Call using the following tabs:

Selecting the basic requirementsFollow these steps to include the basic requirements for a Conference Call meeting:

1. Click on the Calendar icon .2. In Calendar, click on the Schedule a Meeting action button, or double click on the

desired time..

3. Enter text for the subject of the meeting.

Click this tab Where to find information

Basics See the next section, “Selecting the basic requirements” on page 3-2.

Meeting Invitations & Reservations

See “Selecting a repeating conference” on page 3-4.

Conference Call See “Creating a Conference Call” on page 3-7.

Options See “Using Calendar options” on page 3-13. (Optional)


4. Click on to select the start and end dates for the meeting from the date box.5. Click on to select the start and end times for the meeting from the time box.6. Select the Conference Call option.

When selected, Conference Call appears in the Location box and the Conference Call tab is populated.

7. Select Repeats, if you want to schedule a recurring conference.For more information, see “Modifying Conference Calls” page 3-13.

Adding date entriesYou can use the date box to specify a date (or enter the date manually in the date field).

Follow these steps to select a date using the date box:

1. Click the date box to the right of the date field .2. Click one the arrows in the top right-hand corner of the date selection box to move

backward or forward one month at a time.3. Click on a date.

Adding time entriesYou can use the time box to specify the meeting duration (or enter the time manually in the time field).

Use this procedure to select a time using the time box:

1. Click the time box to the right of the time field .2. Click the arrow in the top or bottom right-hand corner of the time selection box to

move backward or forward one hour.3. Drag the clock to the time you want or click the time you want.4. Click the check mark in the bottom left-hand corner of the box.


Selecting a repeating conferenceWhen you choose Repeats, the Settings button appears and Lotus Notes displays the Repeat Options dialog box.

To view the Repeat Options dialog box, click Settings.

Please note the following caveats:

For more information on repeat options, see your Lotus Notes online help.

Option Application

Multiple yearlong repeating conferences

The audioconferencing bridges do not support multiple yearlong conferences. For example, you cannot schedule a repeating conference that spans three years, every other year, and so on.

24-hour conferences Lotus Notes does not support scheduling that extends beyond twelve o’clock AM (Midnight).


Sending an invitationFollow these steps to create an invitation:

1. From the Calendar, click Scheduling a Meeting.The Meeting window is displayed

2. Choose one of these methods to add the names you want to include in the E-mail from the Invitees section:– Enter names manually in the Invite box.

– Click next to the Invite box, select names from an address book in the Look In list, and click OK.

3. Click , in the ‘Where’ area, to view the Rooms dialog box.4. Select a meeting room and click OK.


For more information on setting up invitations and reservations, see your Lotus Notes help.


Creating a Conference CallFollow these steps to set up your Conference Call:

1. From the Calendar, select Schedule a Meeting.2. Select Conference Call from the ‘Where’ area.3. Select Conference.

The conference details are displayed.

Tip: The participant number is based on the number of invitees plus the scheduler. (You must have a minimum of 2 participants to schedule a conference.)

Note: If you must update the participant count after you sent the reservation, do not click Refresh. Instead, modify the participant count from the Conference Call section and send out a new E-mail to the additional invitees.

4. For Bridge Selection, enter a bridge name or select a bridge from the Bridge Selection drop down menu.

5. Enter a participant code (up to 16 characters).

Tip: The “Optional” text appears next to the participant code box if the automatic security codes option is enabled on the bridge.

Note: If you leave the Moderator or Participant passcode fields blank and the connecting bridge has automatic generation of security codes selected, the bridge generates the codes and populates these fields after you click Send.

6. Select from the following optional features:

Option To

Include moderator-specific features (Music, Hangup, and Security).For more information on these advanced features, see Table 3-1 on page 3-9.

Add a moderator passcode (up to 16 characters).

Tip: The “Optional” text appears next to the moderator code box if the automatic security codes option is enabled on the bridge.


7. If you want to include bridge-specific options, such as entry and exit tones, music, or security, see the next section, “Adding advanced features.” If not, go to Step 8.

8. Click to schedule the Conference Call and send the invitation.

Note: Once the conference is scheduled, you can not modify the Participant Code, Moderator Pass Code, or Bridge Selection fields.

Launch online help.

Advanced Features Select advanced features (Security, Hangup, PIN Mode, Notify Entry, Notify Exit, Music, and so on). See “Adding advanced features” on page 3-9.

Option To(Continued)


Adding advanced featuresThe Advanced tab lets you schedule one or more conferences with bridge-specific options, such as entry and exit tones, music, security, and so on.

Follow these steps to add advanced Conference Call features:

1. Click the arrow next to Advanced Features to expand the dialog box.2. Choose one or more of the features listed in Table 3-1.Table 3-1: Advanced Features.

Advanced Features

Data Select to reserve a data conference. For more information on data conferences see the Data XChange user guide.

Note: Data XChange is not a standard feature. Contact your account manager for more information.

Security If you selected Use Moderator, click Security to prevent outsiders from listening to or joining the conference. Conference moderators hear a tone or voice message to indicate that the conference is secured or unsecured.

Hangup If you selected Use Moderator, choose one of the following options:• Off (Default)• On To disconnect all lines when the moderator

hangs up. If the conference has more than one moderator, this option disconnects all lines when the last moderator hangs up.

Auto Extend Ports

Select this tick box to enable the auto extend ports functionality. Auto extend ports makes more conference resources available, if more participants join the conference than initially reserved.


Auto Extend Duration

Select this tick box to enable the auto extend duration functionality. Auto extend duration, if necessary, automatically extends the conference past the reserved time.

Billing Code Prompt

Select the tick box to enable the billing code prompt functionality. Tracks billing codes for unattended and on-demand conferences. The system prompts the moderator to enter a billing code upon entering the conference.

Moderator blocked dial out

Select the tick box to enable the moderator blocked dial out functionality. This enables the user to disable the Moderator dial out feature at company, client, and conference level. The setting at conference level overrides the company and client settings. Similarly, the client setting overrides the company setting.

Global Conference

Select the tick box to book a global conference. Global conferences are demand or scheduled, unattended conferences that exist on multiple systems. End users book global conferences locally on a CRS, which assigns a Global Conference ID. If several active conferences share the same Global Conference ID, MultiSite links them together using specific moderator VLL lines called AutoVLLs, which do not transmit DTMF signals.

Note: MultiSite is not a standard feature. Contact your account manager for more information.

PIN Mode Select one of the following options:• Off (Default)• System• ConferenceIf you use a PIN mode, participants must enter a PIN code (in addition to the security code) to join the conference. Maximum PIN code length is 16 characters. You can use PIN codes only on systems that have the PIN code option installed.

Advanced Features(Continued)


Notify Entry and Notify Exit

Select one or more of the following options:• Notify Entry to include entry tones or voice messages• Notify Exit to include exit tones or voice messagesIf supported by the connecting bridge, you can choose one of the following Notify Entry and Notify Exit options:• Off Omits tones or voice messages.• System Uses the pre-configured default setting.• Tone Sounds a tone.• Message Plays a voice message.• Tone & Message Sounds a tone and plays a message.

Music If you selected Use Moderator, select Music to play music until a moderator joins the conference.If supported and available on the connecting bridge, you can choose one of the following music channels:• M1 Invitees hear analog or digital music

selections.• M2-M4 Invitees hear only digital music

selections.

Note: If you select a music source that is not available, Reserver for Lotus Notes replaces your selection with M1.

Name Record/Playback

Choose one of the following Name Record/Playback options.• Off: To disable Name Record/Playback. (Default)• Individual: To record participants’ names and let any caller

or moderator listen to a roster of participants.• Conference: To include all Individual options plus allow a

moderator to play the roster to the entire conference.

Prompt Set Select, from the drop down list, the language that the prompts are broadcast into the conference.



3. If you want to include Lotus Notes Calendar options before sending the invitation, see the next section, “Using Calendar options.” If not, go to Step 4.

4. Click to schedule the Conference Call and send the invitation.

Security Code Duration

Enter a Security Code Duration time to prevent late attendees from joining an in-progress Conference Call. After this time period expires, no one can join the conference.Enter the length of time, in minutes, after the start time that the invitee and moderator codes remain valid.

Tip: Code duration has a default value of 0, which means that the code is valid throughout the entire duration of the conference. You can set code duration to any value, in minutes, between 0 and 1440 (1440 = 24 hours) but less than the length of the conference.

Save Options As Default

Save the selected options as the default settings.



Using Calendar optionsFollow these steps to include Calendar or To Do options:

1. From the Calendar Entry window, click on the Options tab.2. Select one or more of the following Calendar options.

For more information on Calendar and To Do options, see your Lotus Notes online help.

Modifying Conference CallsReserver for Lotus Notes enables you to modify meetings or Conference Calls within your Lotus Notes E-mail and Calendar applications. You can modify or delete a Conference Call using the following tabs:

Modifying a one-time Conference CallUse this procedure to modify a one-time Conference Call:

1. In Calendar, double-click to open the conference you want to modify.2. Modify the desired fields.3. Click Save & Send. The information is updated in the Calendar and on the bridge

Modifying a series of Conference CallsUse this procedure to modify a single conference in a series or the entire series:

Click this Section To

Meeting Invitations & Reservations

Enter new invitations or reservations. See “Selecting a repeating conference” on page 3-4.

Conference Call Modify the number of participants, Custom1, Custom2, and Custom3 fields, and the Advanced Features supported by the bridge. See “Creating a Conference Call” on page 3-7.

Options See “Using Calendar options” on page 3-13. (Optional)


1. In Calendar, double-click to open the conference you want to modify.2. Modify the desired fields.3. Click Save & Send Invitations. The Reschedule All Conferences dialog displays.

4. Click Yes to reschedule all conference dates. Click No to reschedule the current conference date. Click ‘Cancel’ to cancel the modification. After you make your selection, the Change Repeating Entry dialog displays.

5. Choose one of the options described in Table 3-2, and click OK.Table 3-2: Change Repeating dialog box - modify options

Note: Match the selection in the Change Repeating Entry dialog to the selection in the Reschedule All Conferences dialog (step 4). Corresponding entries in these dialog boxes ensures that the scheduling changes on the bridge match the Lotus Notes calender entries.

Option To

Just this instance Modify a single conference in the series.

All instances Modify the series.

This instance and all previous instances

Modify the current Conference Call and all previous Conference Calls in the series.

This instance and all future instances

Modify the current Conference Call and all future Conference Calls in the series.


Modifying a conference in progressIf you are a conference organizer, you can extend only the end time and maximum lines options while a conference call is in progress. Use this procedure to modify a conference in a progress:

1. In Calendar, double-click to open the conference in progress you want to modify.2. Select the Conference Call section. Notice that the section displays only the fields

which Reserver for Lotus Notes allows you to modify.3. Modify one or more the following:

4. Click . Submitted changes affect only the currently running conference.

Note: To modify the original reservation, see “Modifying Conference Calls” on page 3-13.

Deleting a scheduled Conference CallFollow these steps to delete a one-time Conference Call:

1. In Calendar, right-click on the conference you want to delete.

Option Description

New Number of Participants Enter a value for the total number of conference participants. Once the conference begins, you can not set the Number of Participants to a number lower than the current participant count.

New End Time Specify an amount of time, in minutes to extend the "in progress" conference end time. The New End Time must be at least one minute in the future.

New Security Code Duration Enter the amount of time, in minutes, that the system will accept a security code for participants entering the conference. The time begins at the conference start time, not the modification time.


2. Select Clear to remove the conference. The Delete Conference Call dialog box displays.

3. Click Yes in the Delete Conference Call dialog box.

4. Click Yes in the Delete from Calendar dialog box.

The Conference Call is deleted from the Calendar and the bridge.

Note: You can alternately use this method to delete conference calls along with the associated calendar entries:

1. Select Owner Actions—Cancel. The Cancel Options dialog displays.


2. In the Cancel options dialog box, select one of the following options, and click OK.

The Conference Call is deleted from the Calendar and the bridge.

Deleting series Conference CallsTo delete a single conference in a series or the entire series:

1. In Calendar, right-click on a single instance of the series conference you want to delete.

2. Select Clear to remove the conference. The Delete All Conferences dialog displays.

3. Choose Yes to delete the entire series (or No to delete a single conference in the series). The Delete from calendar dialog displays.

Option To

Delete calendar entry and all responses

Remove all conference-related information.

Include additional comments on notice

Add an explanation why the conference is cancelled.


4. Click Yes in the Delete from Calendar dialog box. The Change Repeating Entry dialog displays.

5. Choose one of the options described in Table and click OK.


Change Repeating Entry dialog box series conference - delete options

The Cancel options dialog displays.

6. In the Cancel options dialog box, select one of the options, and click OKThe single conference or series is deleted from the Calendar and the bridge.

Option To

Just this instance Delete a single conference in the series.

All instances Delete the series.

This instance and all previous instances

Delete the current Conference Call and all previous Conference Calls in the series.

This instance and all future instances

Delete the current Conference Call and all future Conference Calls in the series.

Option To

Delete calendar entry and all responses

Remove all conference-related information.

Include additional comments on notice

Add an explanation why the conference is deleted.


Using an On Demand Conference AccountOn Demand conferences provide users with the ability to create reservation-less conferences. A meeting request is automatically populated when the specifications are set. This functionality is available through the standard Lotus Notes interface.

Setting On Demand Conference DetailsSetting On Demand conference details enables the user to set the welcome message, conference access telephone number, conference access security codes, greeting text, personal signature, and any DTMF commands.

DTMF commands are used during the conference for a variety of functions. For example, request operator assistance, mute own line etc.

Configuring conference access details1. Select the Calendar option in Lotus Notes.

The Calendar screen is displayed.2. Select OnDemand from the Tools menu.

The OnDemand preferences dialog is displayed.

3. Enter the moderator’s audio conference access security code in the Moderator Security Code field.Moderators are prompted for this number when they dial into the bridge.

4. Enter the participant’s audio conference access security code in the Conference Security Code field.


Participants are prompted for this number when they dial into the bridge.5. Enter the data conference reference number in the Conference Ref field.6. Enter the data conference access security code in the Conference Code field.7. Enter the conference dial-in number in the Dial In Information field.8. If necessary complete the steps in “Configuring the invitation details” on page 3-21,

otherwise click OK.The conference access details are configured.

Configuring the invitation detailsConfiguring the invitation details enables the user to enter text that appears in the invitation e-mail. The invitation e-mail is sent to all participants and contains conference access details. For more information, see “Configuring conference access details” on page 3-20.

Note: It is not necessary to include all the invitation options.

1. Select the Calendar option in Lotus Notes.The Calendar screen is displayed.

2. Select OnDemand from the Tools menu.The OnDemand preferences dialog is displayed.

3. Click Invitations.The Invitations section is displayed.

4. Select the Use Greeting Text tick box.5. Enter the greeting text as necessary.6. Select the Include Personal Signature tick box.7. Enter your personal signature.8. Select the Include DTMF Command text tick box.9. Enter the relevant DTMF commands.10. Click OK.

The invitation details are included.

Creating an On Demand ConferenceNote: It is necessary to complete the steps in “Configuring conference access details”

on page 3-20 before attempting to create an On Demand conference.

1. Select the Calendar option in Lotus Note.The Calendar screen is displayed.


2. Double click the date that you want to create the On Demand conference.The Meeting- Basics screen is displayed.

3. Select the Conference Call tick box.4. Select the Use an On Demand Conference Account tick box.5. Complete the steps in “Selecting a repeating conference” on page 3-4 if necessary.6. Click Save and Send invitations.

The invitations are sent and the conference details are displayed in the description section.

Data Conference SupportData Conference support works as follows:

1. User clicks on “conference call” and does NOT click on “data” in advanced features. This schedules a standard conference call via the CRS.

2. User clicks on “conference call” and “data” in advanced features. This schedules a standard conference call via the CRS and inclued data conference information in the meeting invitation (taken from the user’s on demand preferences).

3. User clicks on “conference call” and “on demand” and does NOT click on “data” in advanced features. This does no scheduling on the CRS. It sends the meeting invitation containing audio conference information (taken from the user’s on demand preferences).

4. User clicks on “conference call”, “on demand” and “data” in advanced features. This does no scheduling on the CRS. It sends the meeting invitation containing audio and data conference information (taken from the user’s on demand preferences).


Appendix A

Distributing Client FilesThis appendix includes the following topics:

• Overview• Using the Client Distribution Manager• Editing the Administration Execution Control List (ECL)• Distributing mail messages• Installing the client files• Uninstalling the client files

A-1

OverviewSpectel provides a custom distribution form called Client Distribution Manager, which assists you in distributing Reserver for Lotus Notes client files by E-mail. Specifically, you can complete the following tasks:

• Update the installation directory to Program Files• Update the MLKSched.ini on client machines• Edit the Administration Execution Control List (ECL)• Select names for E-mail distribution• Include an instructional message (Optional)• Register the Reserver for Lotus Notes client custom control (OCX) filesE-mail recipients read the instructions and detach the required files to their local machines.

The following graphic shows an overview of the distribution process:

client machine client machineclient machine client machine

Client Distribution Manager (ConfRsrvAdm.nsf)

MLKSched.ini

Message text

Install directory

Items for E-mail distribution

Domino Mail Server

A-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide

Using the Client Distribution Manager In order to use the Client Distribution Manager, you must have administrator access to the Lotus Notes Domino mail server.

Tip: Before you begin this task, make sure that you have edited the MLKSchedule.ini file as described in Chapter 2, “Configuring the Components.”

Use this procedure to set up the Reserver for Lotus Notes client files:

1. From Lotus Notes, choose File - Database - Open.2. Under Server, select <your server name>.

ConfRsrvAdm.nsf

Server name

A-3

3. Under Database, select Reserver for Notes Client Distribution Manager (ConfRsrvAdm.nsf) and click Open.

4. Follow these steps in the Reserver Configuration File window, as shown:

a. Click current directory to edit the MLKSched.ini or change the current directory.


Note: Before using Reserver for Lotus Notes, you must edit the MLKSched.ini file to define the installation path and other important values.

b. Select one of the following scenarios:– If you did not edit the MLKSched.ini file previously, follow Steps 1-2 on the

Reserver Configuration file window to detach, edit, and save the file. (To detach the file, right-click on the MLKSched.ini icon and choose Detach. Place the file in a temporary folder. Using any text editor, open, edit, and save the file.) Then go to Step d to re-attach the file.For detailed information on configuring MLKSched.ini values, see “Configuring the MLKSched.ini file” in Chapter 2, “Configuring the Components” on page 2-3.

– If you edited the MLKSched.ini file during the installation process, click on the MLKSched.ini icon and press DELETE to delete the current MLKSched.ini file. Then go to Step c.

c. Click Yes at the confirmation prompt to delete the MLKSched.ini file.d. Click Attach Configuration File.e. In the Create Attachments dialog box, select the MLKSched.ini file in the <install

directory>:\Program Files directory (or where you detached the file to), and click Create.

This step attaches the revised MLKSched.ini file to your distribution E-mail.

f. Click on the current install directory and change it to the directory that the Client Distribution Manager will use. For example, enter C:\Program Files.

g. Click Save.h. Click Close. (The information on the Reserver Configuration file screen is not

updated).i. Click Close.

A-5

j. Repeat steps 1, 2, and 3 to update the information presented on the Reserver Configuration file screen.

k. Click current message to enter an optional message that will be sent along with the distributed files.

Tip: For example, you can include instructions for detaching the MLKSched.ini file and setting the required configuration options. If any user previously installed Reserver for Lotus Notes, you can include a reminder to uninstall the Reserver for Lotus Notes folder on their system prior to installing the new files. See “Uninstalling the client files” on page -9.

l. Click Close to close the Reserver Configuration File window.5. Click Close and then Yes at the prompt to save the changes in the Client Distribution

Manager.

Note: You must close and reopen the Client Distribution Manager to update the information.

6. See the next section, “Editing the Administration Execution Control List (ECL).”


Editing the Administration Execution Control List (ECL)Follow these steps to edit the Administration Execution Control List (ECL) for the Domino domain:

1. Open the Client Distribution Manager as described in Steps 1-3 on page A-3.2. In the Client Distribution Manager Main window, choose File - Database - Open -

<your company> Address Book (names.nsf). 3. Click Open.4. From the Actions menu, choose Edit Administration ECL.

5. Click Add in the Workstation Security: Execution Control List dialog box to create an entry for “Reserver/Spectel Inc”.

Tip: Do not include periods as part of the name or company entry.

6. Select all options under the Allow column of the Workstation Security: Execution Control List dialog box.

7. Click OK to save your changes.For more information on editing the Administration ECL, see “Sending a memo to users to update their ECLs” in the Lotus Notes Domino Administration help file.

8. See the next section, “Distributing mail messages.”

A-7

Distributing mail messagesUse this procedure to distribute a mail message:

1. In the Client Distribution Manager, click Create and Distribute Mail Message.2. From the address book, select the names of the people you want to include.

3. Click Send to send the E-mail.4. Click Close to close the Client Distribution Manager.

Each recipient receives a mail message similar to the following example:

5. See the next section, “Installing the client files.”


Installing the client filesUse the following procedure to install the Reserver for Lotus Notes files on a client machine:

1. Click Edit ECL Settings to update the ECL information.2. Click OK in the ECL Settings Updated dialog box.3. Click Install Reserver to register the OCXs.4. Click OK in the Initialization of Environment dialog box.5. Click OK in the Installation Complete and DLL Register Server dialog boxes.6. Click OK in the Client Setup dialog box to restart the client machine.

Uninstalling the client filesFollow these steps to uninstall the client files and delete the Rsv_LN folder used by the Client Distribution Manager: To uninstall Reserver for Lotus Notes from a client machine, you unregister the OCX.

To unregister the Reserver for Lotus Notes OCX:

1. Use Windows Explorer to locate the C:\Program Files directory through Network Neighborhood.

2. Open the directory and double-click on Uninstall_Client.exe.3. Click OK when the “Successful unregistration of the OCX” message box appears.

A-9

Appendix BSetting Time Zones

This appendix includes a list of time zone names.

Time zone namesThe following is a list of time zones.

Tip: Make sure that you correctly spell a time zone name before scheduling. A bridge does not recognize abbreviations or misspellings.

• Afghanistan Standard Time• Alaskan Standard Time• Arabian Standard Time• Atlantic Standard Time• AUS Central Standard Time• Azores Standard Time• Bangkok Standard Time• Canada Central Standard Time• Caucasus Standard Time• Central Australia Standard Time • Central Asia Standard Time • Central Europe Standard Time • Central European Standard Time • Central Pacific Standard Time • Central Standard Time • China Standard Time • Dateline Standard Time • E. Africa Standard Time • E. Australia Standard Time

B-1

• E. Europe Standard Time • E. South America Standard Time • Eastern Standard Time • Egypt Standard Time • Ekaterinburg Standard Time • Fiji Standard Time • FLE Standard Time • GFT Standard Time • GMT • GMT Standard Time • Hawaiian Standard Time • India Standard Time • Iran Standard Time • Israel Standard Time • Korea Standard Time • Mexico Standard Time • Mid-Atlantic Standard Time • Mountain Standard Time • New Zealand Standard Time • Newfoundland Standard Time • Pacific Standard Time • Romance Standard Time • Russian Standard Time • SA Eastern Standard Time • SA Pacific Standard Time • SA Western Standard Time • Samoa Standard Time • Saudi Arabia Standard Time • Singapore Standard Time • South Africa Standard Time • Sri Lanka Standard Time • Sydney Standard Time • Taipei Standard Time • Tasmania Standard Time • Tokyo Standard Time

B-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide

• US Eastern Standard Time • US Mountain Standard Time • Vladivostok Standard Time • W. Australia Standard Time • W. Europe Standard Time • West Asia Standard Time • West Pacific Standard Time • Yakutsk Standard Time

B-3

Appendix C

Error MappingThis appendix includes a list of Schedular API (SCHAPI) errors and the ReServer for Lotus Note fields which they affect. Error Mapping for Lotus Notes Fields

When working in Reserver for Lotus Notes, you may receive this error message:

Failed to complete requested action due to error in message [Schapi_field] is invalid.

where [Schapi_field] may be any of the entries in the table below.

Use the following table to interpret the error as it pertains to the Reserver for Lotus Notes Conference Call tab.

C-1

Table 1: Error Mapping for Lotus Notes Fields

[Schapi_field]... corresponds to the conference tab field:

[Conference name] Meeting Subject

[Conference ID] User Specified Custom1 label

[PIN list] Pin List

[Username] User Specified Custom2 label

[PIN mode] Pin Mode

[Start time] Start Time

[End time] End Time

[Code duration] Security Code Duration

[Moderator code] Moderator Passcode

[Conferee code] Participant Passcode

[Telephone number] User Specified Custom3 label

[Confirmation number] Confirmation Number

[Start month] Check Start Date

[Start day] Check Start Date

[Start year] Check Start Date

[End month] Check End Date

[End day] Check End Date

[End year] Check End Date

[Max lines] Number of Participants

[Signin name] Sign in Name (Refer .ini file)

[Name of Rec/Play mode] Name Record/Playback

C-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide

Index

AAdministration

Execution Control List (ECL), editing 7Advanced features

Hangup 9Music 11Name Record/Playback 11Notify Entry 11Notify Exit 11PIN mode 10Save Options As Default 12Security 9Security Code Duration 12

Auto-generationof security codes, setting up in

MLKSched.ini 7

BBridge

configuring custom fields 5configuring names for 4configuring scheduler code group 2

CCentralized

installing client files from shared directory 4, 2

Changingcompany name 7WebEx Data Conference URL 7

ClientDistribution Manager, using 3installation instructions 7uninstalling, procedures for 10

ClientSetup.exe 8in Rsv_LN 8

Codeduration of security 12group, enabling 2participant, entering 7

ConfDaysfield 6

Conferences24-hour, issues with 4deleting, a conference series 17deleting, one-time conference 15modifying, series conferences 13repeating (recurring) 13year or longer, issues with 4

Configurationof bridge 2of bridge names 4of custom fields 5of E-mail notification 6of tooltips, changing definitions 10

ConfRsrvAdm.nsfdistribution manager file 3in Rsv_LN 8

ConfRsrvMail50.ntf

IX-1

in Rsv_LN 8Contact information viiConventions

documentation viCorporate headquarters

contact information viiCount

participant, refreshing or adding to 7Custom

fields 5

DData Conference

modifying in MLKSched.ini 7_deisreg.isr

in Rsv_LN 8Deleting

a one-time conference 15series conferences 17

DelsL1.isun Rsv_LN 8

Distributedclient files, using E-mail 3installing client files 4, 2

Documentationconventions vi

EECL

Administration Execution Control List, editing 7

E-maildistributing client files 3

notification field 6Enable

Scheduler code group 2Error

Error Mapping 1SCHAPI 1

GGwoh.chm

in Rsv_LN 8

HHangup

moderator option 9

IIMM

configuring URL for invitees 6Installation

bridge requirements 3centralized client files 4, 2client requirements 3distributing client files for 4, 2of client software 7of server 4requirements 3server requirements 3

IntroductionReserver for Lotus Notes 2

Invitationmessage, configuring 6

Inviteesupdating using Refresh button 7

IX-2 Reserver for Lotus Notes 1.2 Installation and Administration Guide

is invalid 1_isreg32.dll

in Rsv_LN 8IsStub32.exe

in Rsv_LN 8IsUn32Ex.exe

in Rsv_LN 9

LLotus Notes

converting NTF files 6converting standard NTF files 7editing public address book 7restoring NTF files 10

MMaxConfLines

setting, in MLKSched.ini file 6Midnight

conference spanning, issues with 4MLKSched.ini

changing tooltip definitions 10configuring bridge names 4configuring custom fields 5configuring E-mail message 6configuring IMM URL for notification 6configuring scheduled number of days

6configuring sign-in accounts 4in Rsv_LN 9modifying dataconference fields 7setting MaxConfLines 6setting up 7

MLKScheduleCtl.ocxin Rsv_LN 9

Moderatorhangup option 9music, description of 11passcode, adding 7security option, description of 9Use Moderator, description of 7

ModifyConference in progress 15

Modify a one-time Conference Call 13Modify Conference

a Conference in progress 15a series Conference Calls 13one-time Conference Call 13Reschedule All Conferences 14

Modifyingseries conferences 13

Modifying Conference Calls 13One-time Conference Call 13

Musicmoderator option, description of 11

NName

configuring bridge names 4Record/Playback, description of option

11Names.nsf

editing public address book 7Notification

configuring IMM URL 6Notify Entry

IX-3

setting up for 11Notify Exit

setting up for 11NTF

converting Lotus Notes files 6converting standard Lotus Notes files 7restoring Lotus Notes files 10

OOLE

OCX control definition 7On Demand 20

conference access 20creating a conference 21invitation details 21setting conference details 20

One-timeconferences, limiting to in

MLKSched.ini 6Optional

moderator passcode 7participant passcode 7

Overview 2

PParticipant

count, refreshing or adding to 7passcode, entering 7

Passcodeadding for moderator 7adding for participant 7

PIN Modedescription of options 10

Primary scheduler 10Public address book

names.nsf, editing 7

RRecurring

conferences, selecting 13Refresh

button, updating participant count 7Repeats

setting up recurring conferences 13Reserver for Lotus Notes

overview of 2Rsv_LN

ClientSetup.exe, icon 8ConfRsrvAdm.nsf, distribution file 3ConfRsrvAdm.nsf, icon 8ConfRsrvMail50.ntf, icon 8deisreg.isr, icon 8DelsL1.isu, icon 8Gwoh.chm, icon 8isreg32.dll, icon 8IsStub32.exe, icon 8IsUn32Ex.exe icon 9MLKSched.ini, icon 9MLKScheduleCtl.ocx, icon 9SptlMlkWebCtl.ocx, icon 9Uninstall_Client.exe, icon 9

SSave Options As Default

description of option 12SCHAPI


1Scheduler User

configuring, in MLKSched.ini 4Scheduling

assigning bridge names, in MLKSched.ini 4

configuring, primary scheduler 10defining sign-in accounts, in

MLKSched.ini 4defining, number of days 6limiting, number lines per conference 6setting up security codes 7

Security 7code duration, description of 12codes, setting up in MLKSched.ini 7moderator option 9

Seriesconferences, limiting to in

MLKSched.ini 6Server

installation instructions 4Sign-in

account 4verifying in bridge configuration 2

SptlMlkWebCtl.ocxin Rsv_LN 9

TTechnical support vii

contact information viiTime zones

list of 1Tooltips 10

changing definitions for 10

UUninstall_Client.exe

in Rsv_LN 9Uninstalling

client files distributed by E-mail 9client software 10

URLconfiguring for data conferences 7configuring for invitee notification 6

US headquarterscontact information vii

Use Moderatoroption, description of 7

WWebEx

changing URL for data conference 7

YYearlong

conferences, issues with 4

ZZones

time, list of 1

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