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By Murtaza Syed

Unity Connection ViewMail for IBM Lotus Notes Release 7.1(2) TOI Part I: Features & Functionality. By Murtaza Syed. ViewMail for IBM Lotus Notes (VMN). Plug-In Model similar to ViewMail for Microsoft Outlook (VMO)

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By Murtaza Syed

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  1. Unity Connection ViewMail for IBM Lotus NotesRelease 7.1(2)TOIPart I: Features & Functionality By Murtaza Syed

  2. ViewMail for IBM Lotus Notes (VMN) • Plug-In Model similar to ViewMail for Microsoft Outlook (VMO) • Feature rich experience with Unity Connection in their IBM Lotus Notes email client for interacting with messages that are available through the phone to be available in their email client. • Key Features: • IMAP Idle Compliant The IDLE feature allows IMAP e-mail users to immediately receive any mailbox changes without having to undertake any action such as clicking on a refresh button, or having the e-mail client automatically and repeatedly ask the server for new messages. • Read/Compose Secure and Non-Secure Messages • TRAP record / Playback • Media Player somewhat similar to ViewMail for Outlook (VMO) except the speed control is not supported at this time. • Supports the SMTP routing rules that we can define in CUC • Supports File attachments : .Tiff and .Doc formats

  3. ViewMail for IBM Lotus Notes (VMN) • Compatibility / Requirements: ViewMail 7.1(2) is qualified with the following operating system and IBM Lotus Notes versions installed on the user workstation: • Cisco Unity Connection 7.1 and Higher • Microsoft Windows Vista with Notes versions 8.0, 8.01 and 7.x. • Microsoft Windows XP with Notes versions 8.0,8.01, 7.x, and 6.x. • Requires Microsoft .Net Framework version 2.0.50727 PS: Notes version 8.02 and above are not fully supported at this time. • ViewMail can be installed in only one language at a time on the user workstation. • Currently Mac OS is not supported

  4. View Mail for Notes Interaction Email (data) traffic VoIP traffic Unity Connection Call Forwardto Voicemail Incoming call 3 V-mail John uses his Notes client to access email inbox IMAP/HTTP 4 1 2 Notes/Domino John can also access his voicemail within Notes through the VMN plug-in Domino Mail server

  5. Lotus Notes – Corporate Inbox

  6. ViewMail for Notes (VMN) - IMAP Folder

  7. ViewMail for Notes (VMN) – Open Message Smtp email address of the CUC user We can enter either a user’s first name or last name or CUC alias and press tab to resolve to CUC user’s smtp address SMTP email address of the CUC user We can enter either a user’s first name or last name or CUC alias and press tab to resolve to CUC user’s SMTP address

  8. VMN - Message Delivery options Importance: Low, normal High Delivery Priority: Low Normal High

  9. VMN –Sending Secure Message To Send Secure message click here

  10. VMN – Secure message is received This is one of the reasons why we are using VMN and not a standard IMAP client i.e. to access Secure messages.

  11. VMN – Forwarding of secure Messages is not allowed Note: We can’t forward a secure message using VMN but we can reply to a secure message

  12. VMN – Receive a message with attachments Received a voice message with a .tiff and . doc attachments

  13. ViewMail for Notes (VMN) – Record Message Please note that secure messages can’t be copied

  14. ViewMail for Notes (VMN)– Setting Config Alias in Unity Connection for the subscriber and web password Cisco Unity Connection SMTP address ViewMail for Notes Protocol is actually a modified IMAP with the Player embedded in the IMAP form

  15. ViewMail for Notes (VMN) – Secure Messaging Config If there is a firewall that blocks HTTPS traffic between user workstations and the Connection server, enter the IP address of the HTTPS proxy server.

  16. ViewMail for Notes SMTP Message Handling Rules SMTP messages sent to Unity Connection are handled based on the following rules: • Cisco Unity Connection can receive and process SMTP messages that are generated by IMAP clients, for example, a voice message recorded in a Microsoft Outlook email client by using ViewMail for Outlook (VMO). • When an authorized IMAP client tries to send a message to Connection through SMTP, Connection attempts to categorize the message as a voice mail, email, fax, or delivery receipt. Connection also attempts to map the sender to a user and the message recipients to users or contacts by comparing the SMTP addresses in the message header to its list of SMTP proxy addresses. • If SMTP authentication is configured for the IMAP client and the SMTP address of the sender matches a proxy address or the primary SMTP address for the authenticated user, or if SMTP authentication is not configured for the IMAP client and the SMTP address of the sender matches a proxy address or primary SMTP address for any Connection user, Connection processes the message for each individual recipient based on the type of recipient: • If the recipient maps to a VPIM contact, Connection converts the message into a VPIM message, removing any attachment that is not allowed by the VPIM standard. Then, Connection either delivers the message to the specified VPIM location if the VPIM location is homed on the local server, or forwards it to another digitally networked Connection server for delivery if the VPIM location is homed on that server.

  17. VMN SMTP Message Handling Rules • If the recipient maps to a user homed on the local server, Connection performs the action specified on the Message Actions page of the profile for the user in Cisco Unity Connection Administration. For each type of message (voice, email, fax, or delivery receipt) you can configure whether Connection accepts the message and places it in the user mailbox on the Connection server, relays the message to the user at an alternate SMTP address, or rejects the message and generates a non-delivery receipt (NDR). • If the recipient maps to a user homed on a remote Connection server, Connection relays the message to the home server of the user, which then performs the action specified on the Message Actions page of the user profile. • If the recipient does not map to any of the above, Connection either relays the message to the SMTP smart host, or sends an NDR to the sender, depending on the option selected for the When a Recipient Cannot be Found setting on the System Settings > General Configuration page in Connection Administration. By default, Connection sends an NDR.

  18. VMN SMTP Handling Rules • If SMTP authentication is configured for the IMAP client and the SMTP address of the sender does not match a proxy address or the primary SMTP address for the authenticated user, the Connection server returns an SMTP error, which in most cases causes the message to remain in the client outbox. If SMTP authentication is not configured for the IMAP client and the SMTP address of the sender does not match any known user proxy address or primary SMTP address, Connection puts the message into the MTA bad mail folder (UmssMtaBadMail). • Connection marks an incoming SMTP message as secure if the message includes the secure header, or if the message sender is a user who is in a class of service that is configured to always send secure messages. See the How Cisco Unity Connection Handles Messages That Are Marked Private or Secure topic for more information about who can receive and access secure messages.

  19. VMN and Smart Host and SMTP Proxy Addresses Scenarios 1. IN VMN  form when  a user enters in the To: field = <user’s Notes corporate email address>    entered manually by the user And on the CUC server side :  Smart Host  is configured and no smtp proxy address Result:  The Voice message sent from VMN will be received in the INBOX of Notes as a wave attachment, without the embedded media player. 2. In VMN form when  a user enters in the To: field = <user’s Notes corporate email address>   entered manually by the user And on the CUC server side:  No Smart Host configured and no smtp proxy address Result:  NDR is received. 3. In VMN form when  a user enters in the To: field = <user’s Notes corporate email address>  entered manually by the user and on the CUC server side:  No Smart Host  configured with SMTP proxy address Result:  The Voice message is received in the VMN INBOX.

  20. VMN and Smart Host and SMTP Proxy Addresses … • When we try to enter in the To: field  the first or last name or user name of the Notes user,  when trying to send  or forward a message  from VMN, we are not able to resolve a user’s name to it’s corporate Notes  email address; however we can resolve from last name, first name or alias of a user in CUC to its CUC smtp email address. This is because we are currently using CUC web service to resolve the names and it doesn’t like to resolve smtp proxy addresses. • So, to make the scenario 3 to work, it appears that unless we find a way to resolve a user’s name to its Notes corporate smtp address in VMN,  we will have to manually enter the user’s notes corporate address  in the To: field which will then deliver the new message in the VMN inbox.  • The smtp proxy address is optional at this point. • So, in VMN, we currently use the CUC smtp email address in the To: field , which is resolved to when we enter a user’s first name, Last name or alias of Connection and press a tab which resolves to user’s Connection smtp address.

  21. Addressing and Messaging Flow The End

  22. Unity Connection ViewMail for IBM Lotus NotesRelease 7.1(2)TOIPart !!: Installation Overview By Murtaza Syed

  23. ViewMail for Notes (VMN) Installation Overview Assumptions: • You already have a Lotus Notes Client installed on the user workstation and is up and you can send and receive email in Lotus Notes. • You meet the requirements for installing VMN as mentioned in Release Notes for Cisco Unity Connection ViewMail for IBM Lotus Notes Release 7.1(2) i.e. : • To install ViewMail for Notes, you must have local administrator rights on the user workstation. • The user workstation must have Microsoft .NET Framework version 2.0.50727 installed. • The user workstation must have at least 2 MB of hard-disk space available for ViewMail. • ViewMail 7.1(2) is qualified with the following operating system and IBM Lotus Notes versions installed on the user workstation: • Microsoft Windows Vista with Notes versions 8.0 , 8.01and 7.x. • Microsoft Windows XP with Notes versions 8.0, 8.01, 7.x, and 6.x. • Mac OS is NOT supported at this time • ViewMail can be installed in only one language at a time on the user workstation. • The user must belong to a class of service that allows access to Connection voice messages by using an IMAP client. • The user must have an e-mail account in Notes configured to access Connection voice messages.

  24. Quick overview of Lotus Notes 7.0 Install • Lotus Notes can be installed with the following options: • single user install • Multi-User Install (i.e. for anyone who uses the workstation.)

  25. Quick overview of Lotus Notes 7.0 Install (continued) Multiuser install Is done in this example Enter Lotus User Name and Organization name where the user belongs in Domino

  26. Quick overview of Lotus Notes 7.0 Install (continued) Click next

  27. Quick overview of Lotus Notes 7.0 Install (continued) Select the appropriate features

  28. Quick overview of Lotus Notes 7.0 Install (continued) Click Install

  29. Quick overview of Lotus Notes 7.0 Install (continued)

  30. Quick overview of Lotus Notes 7.0 Install (continued) Click finish

  31. Quick overview of Lotus Notes 7.0 Install (continued)Notes Corporate Inbox Check if the user is able to send and receive emails using Lotus Notes

  32. Quick verification of Lotus Notes 7.0 (continued) Check the new email in lotus Notes ….

  33. Quick Overview of ViewMail for Notes (VMN) Deployment Task List for deploying ViewMail for the First Time • Make sure Lotus Notes environment is already deployed. • You need to review the considerations for configuring IMAP client. • If you are rolling out VMN in the enterprise for lots of users then you can customize the VMN software , so that some of the data entry required for setting up ViewMail on user workstations is pre-populated during installation. Otherwise, you have to make the changes manually. • Install ViewMail. 7.1(X)

  34. Steps to Customize the VMN software • Create a ViewMail directory on a network drive. Ensure that you have rights to write to the directory. • From the ViewMail DVD, copy the following files to the ViewMail directory: CiscoUnityConnection.VMN7.1.2.<language code>.msi files for all languages in which you are installing ViewMail. (For example, CiscoUnityConnection.VMN7.1.2.ENU.msi for U.S.English.) VMNInit.vbs. VMAddbin.vbs. • In the ViewMail directory, browse to the language directory applicable to your installation (for example, ENU for U.S. English). • Open the file VMNInit.vbs in a text editor (for example, Notepad).

  35. Steps to Customize the VMN software • Delete the rem that begins the Session.Property("UNITYCONNECTIONSSERVER") = "" line, so that the line looks like the following example: Function VMNInitFn() Session.Property("UNITYCONNECTIONSSERVER") = "" rem Session.Property("USERNAME") = "" rem Session.Property("EXT") = "" rem Session.Property("PROXYSERVERADDRESS") = "" rem Session.Property("PROXYPORT") = "" rem Session.Property("HTTPSCERTIFICATE") = "" rem To enable g729a recording, set property DefaultWaveFormat to 5 rem Session.Property("DEFAULTWAVEFORMAT") = "" End Function • At the end of the Session.Property("UNITYCONNECTIONSSERVER") = "" line, enter the name or IP address of the Cisco Unity Connection server between the quotation marks after the equal (=) sign. • Similarly you can make changes to other fields which ever needs to be customized using the script and save the script file.

  36. Steps to Customize the VMN software • Open a Command Prompt window. (On the Windows Start menu, select Programs > Accessories >Command Prompt.) • Change to the ViewMail > ENU directory (or to the language directory applicable to your installation). • Enter the command vmaddbin CiscoUnityConnection.VMN7.1.2.<languagecode>.msi VMNInit.vbs Example: if you're installing english vmn on a user workstation it'll be vmaddbin CiscoUnityConnection.VMN7.1.2.Enu.msi VMNInit.vbs

  37. VMN Install – Multi-User vs Single User Install differences Important points to remember: • In a Notes multi-user install scenario you have to install VMN for each user logged into the machine. For eg: If you're logged in as JohnDoe1 on the machine and installs VMN, VMN is available to only JohnDoe1 and not any other users on that machine. If there is another user(JohnDoe2) on that machine who needs VMN, then login as JohnDoe2 and install VMN for that user. • Only one language can be installed on a workstation , this is true for both single user and multi-user setup. • In a Notes single user setup you install once and VMN is available to all users on that machine.

  38. Considerations When Configuring an IMAP Email Client in CUC Match the SSL settings that you will make in the IMAP email client

  39. Example of SSL settings for a user’s VMN account in Notes

  40. Example: ViewMail for Notes (VMN) Installation (continued) Click Next

  41. Example of ViewMail for Notes (VMN) Installation (continued) Select : I accept the license option and then click next

  42. Example of ViewMail for Notes (VMN) Installation (continued) Enter the Unity Connection Server IP address

  43. Example of ViewMail for Notes (VMN) Installation (continued) Click Next

  44. Example of ViewMail for Notes (VMN) Installation (continued) Click next

  45. Example of ViewMail for Notes (VMN) Installation (continued) Click Finish

  46. Example of ViewMail for Notes (VMN) Installation (continued) After VMN is installed login in Lotus Notes Client

  47. Creating a ViewMail for Notes Account in Lotus Notes • To use ViewMail for Notes to access Connection voice messages, you create and configure a new Notes account for the user. You need the following information for the user: • Cisco Unity Connection alias. • Cisco Personal Communications Assistant (PCA) password. (This is the web application password that is set on the User pages in Cisco Unity Connection Administration.)

  48. Creating a ViewMail for Notes Account in Lotus Notes Steps To Create a ViewMail for Notes Account in Lotus Notes: • Step 1: Open IBM Lotus Notes. • Step 2: Open the applicable database, depending on the Notes version: • In Notes 8.0 a. From the File menu, click Open > Lotus Notes Application > Install VMN. b. Click Open. • In Notes 7.x and 6.x a. From the File menu, click Database > Open. b. In the Open Database window, in the Server field, leave the default value as Local, and in the Filename box, enter InstallVMN.nsf. c. Click Open.

  49. Creating a ViewMail for Notes Account in Lotus Notes (continued) • Step 3: In the Install window, click Install. • Step 4: Click OK in the Install Done dialog box, then close all tabs. • Step 5: Open the local name and address book, depending on the Notes version: • In Notes 8.0: a. From the File menu, click Open > Lotus Notes Application. b. In the Open Application window, in the Look In field, leave the default value as On My Computer, and in the Filename box, enter names.nsf. c. Click Open. d. In the Address Book-Contacts dialog, click Advanced. • In Notes 7.x and 6.x: a. From the File menu, click Database > Open. b. In the Open Database window, in the Server field, leave the default value as Local, and in the Filename box, enter names.nsf. • c. Click Open. • d. In the Address Book-Contacts dialog, expand Advanced, and click Accounts.

  50. Creating a ViewMail for Notes Account in Lotus Notes (continued) • Step 6: In the Fill In Address Book-Contacts dialog, click New, then click Account in the list. • Step 7: On the Basics tab, enter the applicable information in all fields: • Account Name: Display name entered here also names icon used to open user’s ViewMail for Notes inbox. • Account Server Name: IP address or DNS name of Cisco Unity Connection server. • Login Name: User’s Cisco Unity Connection alias. • Password: User’s Cisco PCA password. • Extension: User’s Cisco Unity Connection extension. • Email Address: User’s Cisco Unity Connection email address (for example, useralias@Connection smtp domain name) • Protocol: Select ViewMail for Notes. • Inbox Refresh Interval: Default is 3 minutes. • SSL: Select whether SSL is enabled or disabled. • Only from Location(s): Specify the Notes location document under which this account will work. • Step 8: Click Save to save the new account. • Step 9: Close the Address Book-Contacts tabs. • Step 10: Open the Notes workspace. • Step 11: Locate the icon for the ViewMail for Notes account that you created in Step 6 through Step 8. It has the same name as you entered in the Account Name field. To open the ViewMail for Notes inbox, double-click the icon.

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