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18
Planning and In
stallation Guide
ShoreT
el 14.2
Preface
Document Conventions
1
2
...
13
14
15
16
17
18
19
20
21
22
23
...
499
500
Planning and Installation
1
ShoreTel 14.2
1
Table of Contents
10
Objectives
15
Audience
15
Organization
15
Documentation Overview
15
Software Documentation
16
Hardware Documentation
16
User Documentation
16
Release Notes
16
Online Knowledge Base
16
Document Conventions
17
Preface Document Conventions
18
Getting Started
19
Assembling the Team
20
Phase 6: Cut-Over
24
Planning and System Design
25
Network Assessment
26
Determine System Topology
27
Teleworker Sites
28
Telephone Requirements
28
Trunk Requirements
30
WAN Connections
31
Failover
31
System Capacity
32
BHCC Call Volume
38
BHCA Call Volume
38
IP phones
39
Real Time Capacity
40
You would have room to spare:
41
16 + 24 + 20 = 60
41
Network Requirements and
43
Quality Voice
45
Bandwidth Requirements
46
Jitter for Voice Switches
47
Packet Loss
48
Bandwidth Management
48
Virtual LANs
49
Wide Area Network
49
Client Bandwidth
49
Spanning Tree Protocol
50
Echo Cancellation
51
WAN Technology Choices
52
IP Address Assignment
54
Time Services
59
Virtual Private Network (VPN)
59
Tunneling
60
Performance
61
Firewalls
62
Media Encryption
63
Example Network Topologies
65
Figure 4: Multisite Options
66
Setting Admission Control
70
Routing Calls
71
Trunk Considerations
74
After-Hours Call Routing
75
Blended Call Routing
80
Analyze Outbound Call Routing
83
Trunk Planning and Ordering
85
Inbound calls
88
Outbound calls
88
Caller ID number
88
Caller ID name
88
Caller ID blocking
88
Digital Loop-Start Trunks
89
Digital Wink-Start Trunks
90
BRI Trunks
91
T1 PRI Trunks
91
E1 PRI Trunks
92
Understanding Trunk Features
93
Caller ID Number
94
Caller ID Name
95
Direct Inward Dial (DID)
95
Outbound Caller ID
96
Tandem Trunking
97
Tie Trunks
97
Ordering Telephone Service
98
T1 Service
99
T1 PRI Service
100
Ordering Service
101
E1 PRI Service
101
Dialing Plan
103
Overview
104
Digit Collection Rules
106
Configuring External Numbers
107
Defining 10-digit dialing
108
International Dialing
109
911 Dialing
109
Define Digit Manipulation
110
On-Net Dialing
112
Benefits of On-Net Dialing
113
Configuration
114
On-Net Dialing Dialing Plan
115
Adding Sites
116
Figure 19: Add a new site
117
Quick Reference of Star Codes
118
Trunk Star Codes
120
Network Call Routing
121
Define Network Call Routing
122
Account Codes
124
Trunk Availability
125
Defining Trunk Services
126
Defining Admission Control
126
Planning Applications and
129
Services
129
Call Permissions
132
Distributed Voice Mail
132
Escalation Notifications
133
Mailbox Full Notifications
134
AMIS Protocol Support
134
SMDI Protocol Support
135
Find Me Call Handling
135
Call Sender
136
Planning Fax Handling
137
Goes to an Auto-Attendant
138
Goes to an Operator
138
Using a Fax Server
139
Fax Server Requirements
140
Network Requirements
140
PSTNPSTN
141
Private Numbers
145
Auto Attendant
146
Call Handling Delegation
147
ShoreTel Communicator for Mac
148
ShoreTel Communicator for Web
148
Bridged Call Appearances
149
Hunt Groups
149
Hunt Group Busy State
150
Configurable Hunting
150
Hunt Group Applications
150
Backup Routing for Workgroup
151
Pickup Groups
152
Workgroups
153
Agent Multiplicity
154
Call Monitor and Barge In
154
Enterprise Telephony Features
157
File-Based Music on Hold
158
Overhead Paging
159
Multi-site Paging Groups
159
Night Bell
160
Intercom
160
Make Me Conferencing
161
Telephone Planning and
163
Ordering
163
Recommendations
164
ShoreTel IP Phones
166
Analog Phone Requirements
168
Fax Machines and Modems
171
Server Requirements
173
General Recommendations
175
SBE Requirements
180
SBE 100 Requirements
181
VMware Software Requirements
184
Virtual Desktop Services
184
ShoreTel 14.2 and later
185
Hard Disk Requirements
187
Voicemail Utilization
188
Call Detail Records
188
Log Files
188
Server IP Address
189
DHCP on the ShoreTel Server
189
Application Server Role
190
Installing SMTP
191
HTTP Logging
196
Logging Tools
196
Request Monitor
196
Tracing
196
Additional Considerations
197
Communicator Client
198
32-Bit:
198
64-Bit:
198
ShoreTel Server Installation
201
Checking Server Compatibility
203
Headquarters Server Software
204
Backing up a ShoreTel Server
205
Figure 37: Create Task
207
13. Click OK
209
Option 3. VMWare
210
Automatic Registration
214
Internet Registration
214
Email Registration
215
Installing License Keys
216
Obtaining Licenses
217
Upgrading the DVS Software
219
Installing the DVS Software
219
Verifying the Installation
221
Server Operating System
222
2008 R2 64-bit
224
Upgrading the Uboot Version
224
2008 R2 32-bit or 64-bit
225
CDR database
226
Configuration database
226
WebBridge database
226
2012 64-bit
229
Windows 2012 64-bit
230
Config
237
WebBridge
237
Site Requirements and
243
Preparation
243
Voice Switch Requirements
244
Input Power
245
Power and Heat Dissipation
246
Environmental Requirements
247
Reliability and Availability
247
Memory and Processing
249
Connectors
249
Power Cabling
250
Ethernet Cabling
250
IP Phone Cabling
250
Racks and Cabling
252
Rack Overview
253
Installing ShoreTel Voice
255
Switches
255
Planning
256
Installing the Retainer
258
Default Configurations
258
Installing a Virtual Device
261
User ID: root
262
Password: ShoreTel
262
Reference
263
Regulatory Compliance
264
Physical Specifications
264
General Specifications
265
IP Phone Installation
267
Setting IP Address Ranges
269
Implementing LLDP-MED
270
Implementing IEEE 802.1x
271
DHCP Settings
272
Installing ShoreTel IP Phones
272
On the IP420, press #
276
Resetting a ShoreTel IP Phone
278
Desktop Requirements
281
Hardware Requirements
282
Software Requirements
285
.NET Framework
286
Microsoft Outlook Integration
286
Desktop Installation
289
Notifying Users via Email
290
Installation Procedure
291
.NET Installation
292
64-bit Platform Support
292
Manual Installation
292
Automated Setup
293
Deployment
293
Figure 48: Click the Link
297
Figure 50
298
Voice Mail Integration
300
Configuring Instant Messaging
302
Configuring IM
303
User Licensing
304
Purchasing User Licenses
305
Language Licenses
305
License Control
305
ShoreTel Integration with
307
External Applications
307
Uploading Public Contacts
309
Prerequisites
310
On 64-bit systems:
311
0 = Exchange server 2007
312
1 = Exchange server 2010
312
Importing Personal Contacts
316
Placing the CSV or XML File
317
Viewing Imported Contacts
317
CSV File Properties
319
Contact Header Record
320
CSV File Examples
321
XML File Properties
322
XML File Example
325
Installing the STI
326
Installing the TSP Package
327
Legacy Integration
329
Legacy PBX
331
Coordinated Dialing
332
Coordinated Dialing Plan
333
PSTN Services
334
Multi-Site Integration
334
Single Site Integration
334
Consolidated Long Distance
335
Message desk number: 1-999
338
COM Port Setup
339
Analog Trunk Port Setup
340
Digit Translation
341
Creating a Trunk Group
346
Creating Trunks
347
Creating a User Group
350
Adding an Individual User
351
PBX link
352
System Requirements
353
Connection Cable
354
Trunk Configuration
355
Creating a New Trunk Group
356
Cut-Over
359
Cut-Over Requirements
360
Cut-Over Implementation
360
Basic Cut-Over Checklist
361
Trunking Cut-Over
361
Cut-Over of Remaining Devices
362
Cut-Over Coverage
362
Cut-Over Worksheet
363
Cut-Over Cut-Over Worksheet
364
Training
365
Training Materials
366
End-User Training
366
Operator Training
367
Workgroup Training
367
System Administrator Training
368
APPENDIX
369
International Planning and
369
Installation
369
Software and Feature Support
370
Language Packs
370
Impedances
372
Dialing Plan Considerations
373
Carrier Codes
374
Regulatory and Safety
377
Information
377
Agency Approvals
378
United States
379
European Union
379
Restricted Access Location
380
WEEE Information
380
Important Safety Instructions
380
Electrical Safety
381
Installing Communicator on
383
Citrix and Windows Servers
383
XenApp Support Considerations
384
Citrix XenApp Restrictions
385
Windows Server Restrictions
385
64-bit Platforms
386
Terminal Server
388
Session Initiation Protocol
391
General SIP Comments
392
Foreign Language Support
393
General Feature Limitations
393
Reverse Proxy Servers for
395
ShoreTel Communicator on
395
Reverse Proxy Settings
396
Windows Server
402
Example Script
405
Checklist
409
Test
410
ShoreTel Voice Switches
411
Switch Models
413
Capacity
414
Call Load
415
Compact Flash Memory
415
Media Support
415
SIP support
415
ShoreTel IPBX Voice Switches
416
ShoreTel 90 Voice Switch
416
Power LED
417
Network LEDs
418
ShoreTel 90 Connectors
419
ShoreTel 90BRI Voice Switch
420
ShoreTel 90BRI Connectors
423
ShoreTel 50 Voice Switch
425
ShoreTel 50 Connectors
427
ShoreTel 30 Voice Switch
429
ShoreTel 30 Connectors
431
ShoreTel 30BRI Voice Switch
433
ShoreTel 30BRI Connectors
435
4 RJ-45 T1 telco port
436
ShoreTel 220T1 Voice Switch
437
Status LED
439
Monitor and Telco LEDs
439
ShoreTel 220T1A Voice Switch
440
LED Descriptions
441
ShoreTel 220T1A Connectors
443
ShoreTel-220E1 Voice Switch
444
ShoreTel-220E1 Connectors
447
ShoreTel T1k Voice Switch
448
ShoreTel E1k Voice Switch
451
ShoreTel E1k Connectors
454
ShoreTel 90V Voice Switch
455
ShoreTel 90V Connectors
457
ShoreTel 90BRIV Voice Switch
459
ShoreTel 90BRIV Connectors
462
ShoreTel 50V Voice Switch
463
ShoreTel 50V Connectors
465
ShoreTel 120 Voice Switch
467
Switch Port LEDs
468
ShoreTel 120 Connectors
470
ShoreTel 24A Voice Switch
471
ShoreTel 24A Connectors
474
ShoreTel 60 Voice Switch
475
ShoreTel 60 Connectors
478
ShoreTel 40 Voice Switch
479
Switch Capacity
479
ShoreTel 40 Connectors
482
ShoreGear- T1
483
Specification – IPBX Switches
486
IPBX-24 Connectors
488
T1 and E1 LEDs
491
Glossary
493
End User
494
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