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ShoreTel SA-100, Installation Manual

The ACME SA-100 User Manual is available for free download on our website. This comprehensive manual provides step-by-step instructions, troubleshooting tips, and detailed product specifications to help you maximize the performance of your ACME SA-100. Get your free copy now at manualshive.com.

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ShoreTel 12.3

3

Table of Contents

P

REFACE

7

C

HAPTER

 1: O

VERVIEW

 

OF

 SA-100

9

1.1

About the ShoreTel SA-100 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.2

Distributed Conferencing Capabilities  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.3

Single System Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.4

Integrated Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.4.1

Audio-only Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11

1.4.2

Web Conference Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11

1.4.3

Instant Messaging Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11

1.5

ShoreTel Conferencing and IM Capacities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.6

Service Appliance Failover. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.7

Service Appliance Logs and Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.8

Integration with ShoreTel Communicator and Microsoft Outlook  . . . . . . . . . . 12

1.9

Host and Participant Desktop Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.9.1

Internet Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.9.2

Microsoft Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.9.3

Microsoft PowerPoint Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.9.4

Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

C

HAPTER

 2: P

LANNING

 

AND

 S

YSTEM

 D

ESIGN

15

2.1

Recommendations  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.2

Determining Your Conferencing Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.2.1

Determining the Number of SA-100s to Deploy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2.2.2

Considering System Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2.2.3

Considering Load Balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.2.4

Considering Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.3

Licensing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

C

HAPTER

 3: N

ETWORK

 R

EQUIREMENTS

 

AND

 P

REPARATION

19

3.1

Overview  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

3.2

Network Requirements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

3.2.1

Supported Codecs and Bandwidth  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

3.3

IP Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

3.4

Time Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

3.5

Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

3.5.1

Security Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Internal Firewall 21

Security Considerations 21

Summary of Contents for SA-100

Page 1: ...Service Appliance 100 Planning Installation and Administration Guide Part Number 850 1297 01 ...

Page 2: ...c or listing errors Trademarks ShoreTel ShoreTel and logo Brilliantly Simple Brilliantly Simple Communication ShoreGear ShorePhone and ShoreWare are registered trademarks of ShoreTel Inc in the United States and or other countries The ShoreTel logo is a trademark of ShoreTel Inc in the United States and or other countries All other copyrights and trademarks herein are the property of their respect...

Page 3: ...t Desktop Requirements 13 1 9 1 Internet Browsers 13 1 9 2 Microsoft Outlook Integration 13 1 9 3 Microsoft PowerPoint Support 13 1 9 4 Limitations 13 CHAPTER 2 PLANNING AND SYSTEM DESIGN 15 2 1 Recommendations 15 2 2 Determining Your Conferencing Needs 15 2 2 1 Determining the Number of SA 100s to Deploy 16 2 2 2 Considering System Topology 16 2 2 3 Considering Load Balancing 17 2 2 4 Considering...

Page 4: ...ecting the Power Cable 34 5 5 Setting the IP Address Manually 34 5 6 Using DHCP to Set the IP Address 37 5 7 Plugging the SA 100 into the Network 37 5 8 Connecting the Bezel 38 5 9 Configuring the Unit for Operation 38 CHAPTER 6 CONFIGURING THE SA 100 39 6 1 Upgrading Firmware 39 6 2 SA 100 Configuration Process 40 6 2 1 Configure Network Time Protocol NTP Server 40 6 2 2 Install Licenses 41 Obtai...

Page 5: ...ick Look 63 7 2 Viewing System Information 65 7 3 Viewing Maintenance Information for an SA 100 66 7 3 1 Viewing Current Conference Activity Information 68 7 3 2 Switch Connectivity 69 7 4 Audio and Web Conferencing Activity 70 7 5 IM Servers Maintenance Summary 72 CHAPTER 8 GOING LIVE AND TRAINING 73 8 1 Complete Operational Testing of SA 100 73 8 2 Assign Users to Each SA 100 74 8 3 Verify Licen...

Page 6: ...SA 100 Planning Installation and Administration Guide Table of Contents 6 ...

Page 7: ... be accessed from ShoreWare Director This guide provides information on how to plan the implementation of the ShoreTel Service Appliance 100 SA 100 as well as how to install the necessary hardware and configure the integrated applications The ShoreTel Service Appliance 100 Planning Installation and Administration Guide can be used in conjunction with the ShoreTel 12 3 Planning and Installation Gui...

Page 8: ...for each ShorePhone IP phone User Documentation End user documentation is installed during the ShoreTel Communicator installation It is available through the Help Contents and Index command within the ShoreTel Communicator application Online Knowledge Base To access additional information about the current release or to resolve issues with the ShoreTel system you can use the ShoreTel online knowle...

Page 9: ...ription of the integrated applications and capacities to guide you in planning your installation The topics are discusses in this chapter include About the ShoreTel SA 100 section on page 9 Distributed Conferencing Capabilities section on page 10 Single System Management section on page 10 Integrated Services section on page 11 ShoreTel Conferencing and IM Capacities section on page 12 Service App...

Page 10: ...ployment SA 100s are assigned to ShoreTel sites regions managed by a ShoreTel server SA 100 may be assigned to physical or logical ShoreTel sites One SA 100 must be assigned to the ShoreTel Headquarters site or the headquarters backup site which may be located anywhere on the network see the ShoreTel 12 ShoreTel System Administration Guide for information about creating ShoreTel server sites NOTE ...

Page 11: ...ge that the conference is full Similarly when the number of conference participants exceeds the number of audio conference licenses you have the extra participants receive an unavailable message 1 4 2 Web Conference Service Each SA 100 provides 30 ports for Web conferences Ports are not reserved but allocated on a first come first serve basis When all of the Web ports on an SA 100 are in use calls...

Page 12: ... audio and Web conference data to the ShoreTel system that is collected in the call detail record CDR database The ShoreTel system can collate the data and issue various types of reports about SA 100 activity The SA 100 also maintains data log files that can be used for troubleshooting 1 8 Integration with ShoreTel Communicator and Microsoft Outlook The SA 100 integrates with Microsoft Outlook 200...

Page 13: ...le Safari 4 0 Mac OS Mozilla Firefox 3 6 Windows and Mac OS Adobe Flash 9 or higher 1 9 2 Microsoft Outlook Integration The following are required when the Microsoft Outlook integration feature is used Microsoft Outlook 2007 Microsoft Outlook 2010 To enable one click conference scheduling from Microsoft Outlook the Outlook calender integration must be installed from ShoreTel Communicator 1 9 3 Mic...

Page 14: ...SA 100 Planning Installation and Administration Guide Chapter 1 Overview of SA 100 14 ...

Page 15: ...el system topology including external Web access and security considerations Make sure you determine WAN considerations quality and bandwidth 2 2 Determining Your Conferencing Needs The ShoreTel single management system makes it easy for you to effectively and cost efficiently provide conference and IM services for your users The ShoreTel conferencing solution is flexible allowing you to install a...

Page 16: ...15 HD conferences and the first 35 standard conferences to one SA 100 That leaves 5 HD conferences and 55 standard conferences to be supported You can combine the remaining 5HD with 45 standard conferences to achieve the capacity for a second SA 100 That leaves 10 standard conferences which can be supported by a third SA 100 Consequently you will need three SA 100 to satisfy this scenario Example ...

Page 17: ...horeTel headquarters server does not exceed 200ms This lag time affects how quickly Web pages refresh 2 2 3 Considering Load Balancing The ShoreTel system supports load balancing for conferences using the SA 100 The ShoreTel system manages all calls in the system including conference calls from a single source That means that when a conference is initiated the ShoreTel manager can assess conferenc...

Page 18: ...SA 100 Planning Installation and Administration Guide Chapter 2 Planning and System Design 18 ...

Page 19: ...l Headquarters server which stores data that is used in the conference pages During a conference the conference page will be refreshed as the host uses it The SA 100 behaves like an endpoint in a conference call It relies on the ShoreTel server to perform call setup and teardown In order to maximize the productivity enhancements provided by these services the underlying network must be robust and ...

Page 20: ...Tel SA 100 supports 3 3 IP Addressing The SA 100 requires an IP address with a permanent lease or a static IP address Either of the following methods may be used to assign network parameters DHCP from a network server default out of the box option A static IP configured through the maintenance port on the back of the SA 100 The SA 100 also requires a Fully Qualified Domain Name FQDN during configu...

Page 21: ...reats evolve new vulnerabilities may be discovered that require immediate resolution ShoreTel provides upgrades to the appliance software and updates for critical security patches If required these upgrades are distributed independently from the standard release cycle for software upgrades Should critical security patches be required to the appliance operating or file systems a new mini installer ...

Page 22: ...ead of port forwarding but this requires the provision of an additional server The network requires DNS configuration both internally to resolve internal addresses and externally to resolve to external addresses Alternatively a network can be configured with DNS configured for external addressing only and a host file configurated to handle traffic internally 3 6 2 Deployment in the DMZ Deploying t...

Page 23: ...tion NAT can not be used for network traffic between these points Adequate bandwidth between DMZ and LAN with a minimum of voice latency and jitter DNS Domain Name System configuration to resolve both internal and external addresses A DNS configured to external addressing only with a host file configured to handle traffic internally may be used as an alternative If an SA 100 is made available from...

Page 24: ...57 NCC Event port UDP 5458 UDP 123 NTP UDP 67 DHCP Server UDP 162 SNMP TRAP TCP 25 SMTP TCP UDP 53 DNS SA 100 Appliance UDP 5445 Admission Control Media Stream UDP 5004 RTP if dynamic Configur able default 10000 10550 Media Stream UDP 5004 RTP if dynamic Configur able default 10000 10550 Configura tion Control Presenter TCP 443 TCP 80 SUNRPC Broadcast TCP UDP 5500 5600 MSRPC SoftSwitch UDP 5440 Lo...

Page 25: ...users can join from both the LAN and WAN 3 Verify users can join Web conference from both the LAN and WAN 4 Once the SA 100 status is green on ShoreWare Director go to any ShoreTel Phone and press the Conference button The call should be routed to the ShoreTel Conferencing and you should be able to hear the conferencing prompts SA 100 Appliance Media Stream UDP 5004 Static RTP if dynamic Configur ...

Page 26: ...SA 100 Planning Installation and Administration Guide Chapter 3 Network Requirements and Preparation 26 ...

Page 27: ...e a cabling contractor to install your racks patch panels and cabling Have two RJ 48C cables ready for each SA 100 Reputable surge protector or UPS For remote deployment your network should have 384 kbs bandwidth or better available between the FTP server and the remote SA 100 for downloading upgrade software 4 2 Physical Specifications This section provides physical and consumption information ab...

Page 28: ...sical Specifications Parameter Service Appliance 100 SA 100 Dimensions H x W x D 1 67 in 4 3 cm H x 17 09 in 43 4cm W x 15 5 in 39 4 cm D Weight 17 8 lb 8 06 kg Input Voltage 100 240 VAC 50 60 Hz 4 2 A Power 250 Watts Hard Disk 215 GB Up to 800 hours of conference data including reports recordings and library files can be stored on the SA 100 Consumption Heat Dissipation 1039 BTU hour maximum Oper...

Page 29: ... button is not accessible 2 VGA Connector Not used 3 Hard drive activity indicator Lights up when the hard drive is in use 4 Diagnostic indicator lights The four diagnostic lights display error codes during system startup See Diagnostic Lights in the ShoreTel Maintenance Guide 5 System status indicator Lights blue during normal system operation Lights amber when the system needs attention due to a...

Page 30: ...terface lose the link the other interface is made active You must use Category 5 or higher cabling Table 4 4 SA 100 Rear Panel Indicators and Connectors Item Indicator Button or Connector Description 1 iDRAC6 Enterprise port Not used 2 Serial connector DB9 Connects a serial device to the system Used to configure static IP address 3 VGA Connector Not used 4 eSATA Not used 5 2 USB Connectors Allows ...

Page 31: ...to separate ports on the same Ethernet switch 4 5 Maintenance Cable The ShoreTel SA 100 provides a maintenance port that you can connect a terminal to using a DB 9 female to female null modem connector You can use the maintenance port to assign the unit IP address parameters when DHCP is not used 4 6 Environmental Requirements To ensure optimum operating conditions for the ShoreTel Service Applian...

Page 32: ...SA 100 Planning Installation and Administration Guide Chapter 4 Site Requirements and Preparation 32 ...

Page 33: ...d to install a ShoreTel SA 100 Computer mounting rack capable of supporting 1U equipment Adequate clearance in the front and back of the rack to allow adequate ventilation Reputable surge protector or UPS IP address to assign to the SA 100 NOTE ShoreTel recommends that you assign a static IP address to the SA 100 IP address of the gateway that you want the SA 100 to use Subnet address that you wan...

Page 34: ...e there is ample space between the front panel and back panel of the SA 100 and any other surface to allow ample ventilation for the unit 5 4 Connecting the Power Cable The SA 100 is shipped with a power cable that is appropriate for the location to which it is shipped If you receive the wrong cable with the unit contact your ShoreTel partner or ShoreTel technical support WARNING Electrical surges...

Page 35: ...o the network the unit will seek an IP address from the DHCP server on the network To configure the IP address manually you need the following Valid IP address for the segment in which you want to install the SA 100 Computer with terminal emulation software installed Null modem DB 9 serial cable Step 1 Connect the DB 9 serial cable to the serial port on the back panel of the SA 100 and a computer ...

Page 36: ...LI interface and press Enter The default password is ShoreTel The ShoreTel command line interface as shown in Figure 5 2 appears Figure 5 2 ShoreTel Command Line Interface NOTE You can change the default CLI user name and password for the SA 100 in ShoreWare Director Refer to the ShoreTel 12 System Administration Guide for more information Step 6 Type 3 and press Enter to change the system configu...

Page 37: ...re the DCHCP server with information for the SA 100 before you connect the unit to the network and turn it on Doing so makes it easier to locate the unit on the network after the IP address is assigned To set DHCP to assign IP address information to the SA 100 Specify a permanent lease for the SA 100 Provide the Ethernet address of the SA 100 to the DHCP server NOTE You can use a terminal emulator...

Page 38: ... or higher Ethernet cable into the GB2 jack on the back of the SA 100 and the other end into a different LAN segment Once network communications are established LEDs embedded in the Ethernet ports indicate that the unit is connected to the network and when the unit is receiving and transmitting data 5 8 Connecting the Bezel A locking front bezel and key are included with the SA 100 The bezel conta...

Page 39: ...r configuration the appliance may require a firmware upgrade to the latest version Upgrading the firmware of an SA 100 located at a remote site requires a minimum bandwidth of 384 kbps between the appliance and the ShoreTel headquarters server providing the upgrade firmware A remote upgrade may not be possible if the minimum required bandwidth is not available The firmware upgrade requires 45 minu...

Page 40: ...age Section 6 2 8 Configure Client Interface Section 6 2 9 Configure HTTPS Section 6 2 10 Create SA 100 Users Section 6 2 11 Configure Instant Messaging Section 6 2 12 6 2 1 Configure Network Time Protocol NTP Server The NTP server is used to synchronize the clock on the SA 100 The NTP server must be configured for every SA 100 in a site NOTE This procedure is required only for static IP or DHCP c...

Page 41: ...k Administrator System Parameters Licenses Keys The License Keys page appears Step 4 Click the Register and Request System Key button at the top of the page The Contact Information page appears Step 5 Enter the information requested in the Register and request system key section Be sure to include the Sales order number from your purchase and your primary contact information Step 6 Click the Now b...

Page 42: ... number properly mapped in ShoreWare Director To change the internal extension and assign an external number Step 1 Launch ShoreWare Director Step 2 Click Administration System Parameters System Extensions The Systems Parameters page as shown in Figure 6 1 appears Step 3 In the Extension field enter the available extension number that you want to use for ShoreTel Conference to change the internal ...

Page 43: ... the Always Use Port 5004 for RTP check box Step 4 Click Save 6 2 5 Add SA 100 to ShoreTel Site After you have installed the SA 100 on the network you must associate the unit with a ShoreTel site A ShoreTel site is defined as a region managed by a ShoreTel server You will need the following SA 100 information to associate the unit with a site IP address Ethernet address NOTE You can use the termin...

Page 44: ...tches Service Appliance page appears in the right hand window as shown in Figure 6 2 3 In the Add new switch appliance at site field select the ShoreTel server site where the SA 100 is physically installed 4 In the of type field select Appliance 100 Collaboration 5 Click Go The Service Appliance page appears as shown in Figure 6 3 6 Enter the appropriate information to register the SA 100 with the...

Page 45: ... 100 units that are on the same network segment as the headquarters server Ethernet Address required Enter the Ethernet address MAC address found on the ShoreTel Inc label on the back of the unit Fully Qualified Domain Name required Enter the complete domain name or IP address assigned to the SA 100 server You can click Ping to verify that the unit can be found on the network Server to Manage Swit...

Page 46: ...ows all users throughout the system access to SA 100 services To configure a backup SA 100 site on the HQ server Step 1 Launch ShoreWare Director Step 2 Click Administration Sites The Sites page appears Step 3 In the Site column select HQ server site The configuration page for the HQ site appears Step 4 In the Service Appliance Conference Backup Site field select a site NOTE The backup site can be...

Page 47: ... not supported for this application You must use an administrator account Step 2 Click Administration Platform Hardware Voice Switches Service Appliances Primary The Primary Voice Switches Service Appliance page appears as shown in Figure 6 4 Step 3 Locate the SA 100 for which you want to modify the conference Web page and click Launch in the Quick Launch column The Service Appliance Conference Ad...

Page 48: ...ch you want to provide text The Edit footer name page appears Step d Enter the text that you want to appear when a user clicks the footer You can use an HTML text to populate the field Step e Click Submit The page refreshes The footer will appear on the bar at the bottom of the conference Web page User access the message by clicking the footer label NOTE To remove a footer erase the footer label a...

Page 49: ...Chapter 6 Configuring the SA 100 SA 100 Planning Installation and Administration Guide ShoreTel 12 3 49 Figure 6 6 Website Page ...

Page 50: ...ace Configuration Step 1 Log in to ShoreWare Director as a user with Administrative privileges NOTE The default user ID and password are not supported for this application Step 2 Click Administration Platform Hardware Voice Switches Service Appliances Primary The Primary Voice Switches Service Appliance page is opened Step 3 Locate the SA 100 for which you want to modify the conference interface S...

Page 51: ...le Call Me Caller cannot be called back at any time under any circumstances Step 10Access Code Options Select the options for controlling host and participant access to conferences Enable Custom Host Access Codes A host can enter a custom access code in order to enter a conference Enable Custom Participant Access Codes A participant can enter a custom access code in order to enter a conference If ...

Page 52: ...u want to provide HTTPS security This section describes how to obtain an SSL certificate and how to install the certificate on SA 100 units 6 2 10 1 Obtain SSL Certificate If you already have an SSL certificate you can install it on your SA 100 See Upload HTTPS Certificate on page 56 for instructions about installing an SSL certificate If you do not have an SSL certificate ShoreTel recommends that...

Page 53: ...about country codes State or Province Enter the name of the state or province where the system is installed Locality Enter the name of the city where the system is installed Organization Enter the legal name of the company or organization or the person that is requesting the certificate Organizational Unit Enter the name of the department that is requesting the certificate Common Name Enter the Fu...

Page 54: ...SA 100 Planning Installation and Administration Guide Chapter 6 Configuring the SA 100 54 Figure 6 8 Service Appliance Conference Administration Conferences Page ...

Page 55: ...Chapter 6 Configuring the SA 100 SA 100 Planning Installation and Administration Guide ShoreTel 12 3 55 Figure 6 9 HTTPS Tab ...

Page 56: ...rvice Appliance Conference Administration Conferences page appears as shown in Figure 6 8 on page 54 Step 4 Click the HTTPS tab The HTTPS tab appears as shown in Figure 6 9 on page 55 Step 5 Scroll to the Upload CA Authorize SSL Certificate section and do the following Step a Check the This is a wildcard certificate check box to use the certificate and private key you are about to upload on all SA...

Page 57: ...communicate with SA 100s that are using HTTPS and are not allowed to join ShoreTel recommends that if you enable HTTPS on one SA 100 in your environment that you enable it on all SA 100s in your environment Mixing HTTPS enabled SA 100s with SA 100s that do not have HTTPS enabled can cause problems Users assigned to appliances without HTTPS get an error when they try to access library files stored ...

Page 58: ... are ShoreTel system users who are granted accounts that allow them to schedule and host conferences on SA 100s For information about configuring users refer to the ShoreTel 12 3 System Administration Guide To configure SA 100 users Step 1 Launch ShoreWare Director Step 2 Click Administration Users Individual Users The Individual Users page appears Step 3 Select the user for whom you want to enabl...

Page 59: ...an SSL certificate check the Enable TLS checkbox to allow users to encrypt IM messages using Transport Layer Security TLS protocol Step 6 In the Sessions Timeout field enter the duration in minutes that you want the system to keep an IM session open without an exchange before timing out Step 7 Click Save 6 2 12 2 Configure IM Class of Service Step 1 Launch ShoreWare Director Step 2 Click Administr...

Page 60: ...presence invitation Note The Presence Invitation Handling field only appears when an SA 100 is enabled for the user and the IM Presence Invitation Handling parameter in the Class of Service profile used for user group to which the user is associated with is configured to allow the user to make this selection 6 2 12 4 Migrate IM and Presence Users to SA 100 To move IM and Presence users from a lega...

Page 61: ...ablish default conference parameters see above Enable and configure secure conferencing through HTTPS see above To access the Service Appliance Conference Administration user interface Step 1 Launch ShoreWare Director as a user with administrator privilege The default administrator admin cannot be used Step 2 Click Administration Platform Hardware Voice Switches Service Appliances Primary The Prim...

Page 62: ... scheduled conferences but no dates for reservationless conferences Additionally the Administrator can delete conferences if required to manage appliance loading Any in progress conferences which is deleted will result in ending that conference 6 3 2 Reports The Reports page allows the administrator to access and download usage information from any one or all appliances in the system To access the...

Page 63: ...conference session Session number Session date time duration conference name Access codes host and number and name of participants Note The links under the Participants column access a detailed list of participant names and other information such as conference entry time duration phone number IP address and type of access web audio Concurrent ports Figure 6 13 presents the number of conference por...

Page 64: ...SA 100 Planning Installation and Administration Guide Chapter 6 Configuring the SA 100 64 Figure 6 13Service Appliance Reports Concurrent Ports ...

Page 65: ...tem Information section on page 67 Viewing Maintenance Information for an SA 100 section on page 68 Audio and Web Conferencing Activity section on page 72 IM Servers Maintenance Summary section on page 74 7 1 Quick Look The Quick Look maintenance panel provides a snapshot of the entire ShoreTel system It includes information about each site and the corresponding system devices To view Quick Look i...

Page 66: ...es on the site and the number of registered appliances and switches on the site Usage Reports the current state of the site Service Indicates the current service status of the site Server Appliance Lists the names of all the appliances and servers in the ShoreTel system Type Lists the appliances and servers installed on your ShoreTel system Status Indicates the current service status of the applia...

Page 67: ...u want to view is installed The Maintenance Switches and Service Appliance Summary panel appears as shown in Figure 7 2 Figure 7 2 Maintenance Switches Summary panel The columns on the Maintenance Voice Switches and Service Appliances Summary panel that are relevant to the Service Appliance 100 are as follows Switch Appliance the name of the Service Appliance 100 Type the ShoreTel nomenclature e g...

Page 68: ...ss to any voice services on the server This typically happens on software upgrades after the server was upgraded but before the appliances were restarted and upgraded In Service This means the appliance is operating with normal communications at the correct firmware level Command The Command menu allows for issuing commands to a specific device while the Apply This Command to All Switches and Appl...

Page 69: ...ance panel appears as shown in Figure 7 2 Figure 7 3 Service Appliance Maintenance Screen The Service Appliance Maintenance provides the following information Service Appliance section Lists the appliance name connection details overall status and the following Fan Status of the fan with the following states OK Slow Failed Unknown Temperature Status of the temperature with the following states OK ...

Page 70: ...rently running on the appliance Platform Version The operating system version currently running on the appliance Link Status The rate at which the voice switch negotiated the Ethernet interface Active Interface Which LAN port is currently being used Time Server The address of the NTP server 7 3 1 Viewing Current Conference Activity Information To view information about Web conference and IM activi...

Page 71: ...e represents the peak load observed on the appliance since the last restart This value will reset to zero if the SA 100 is restarted 7 3 2 Switch Connectivity The Switch Connectivity panel lists all ShoreTel Service Appliances Voice Switches and Softswitches when Distributed Routing Service DRS is disabled When DRS is enabled the connectivity table is organized by site ...

Page 72: ...e connectivity is unknown because it cannot communicate with TMS Red N indicates that the switch appliance has lost communications with the server For more detailed information about a switch appliance place the mouse cursor over the connectivity cell in question and status information is displayed in the status bar at the bottom of your browser 7 4 Audio and Web Conferencing Activity The Service ...

Page 73: ...sted concurrently Current Indicates the number of audio ports currently in use Web Port Provides information about conference Web ports Peak Indicates the maximum number of Web ports requested concurrently Current Indicates the number of Web ports currently in use Disk GB Provides information about disk space on the appliance Used Indicates how much disk space is currently in use Capacity Indicate...

Page 74: ...ers Maintenance Summary The IM Servers Maintenance panel includes the following Name The name of the appliance providing IM services Site The site in which the appliance is installed Total Users Total number of users registered on the site Total Active Users Number of users who are currently log in to IM on the appliance Peak Sessions Number of the most IM sessions at one time Current Sessions Ind...

Page 75: ...nsion and then by pressing the conference button on a user s IP telephone Verify a user s conference is hosted on their assigned SA 100 Verify the Global ShoreTel Audio Conference extension routes users to the closest appliance relative to the caller Verify that once the User enters the conference access code the call is routed to the appliance that is hosting the conference Verify external caller...

Page 76: ...ant to be able to create and host conferences or to use instant messaging services is assigned to an SA 100 For information about assigning ShoreTel users to an SA 100 see the Assign Users to Each SA 100 section on page 76 8 3 Verify Licensing To enable ShoreTel Conferencing for all required users and to avoid a potential access lockout the following should be performed Ensure adequate audio confe...

Page 77: ...reTel Conferencing features as well as the entire ShoreTel system It is critical that all users be familiar with ShoreTel Conferencing services before the system is placed into production Be sure to consider training needs as personnel staffing changes over time Online training for the SA 100 and ShoreTel Conferencing services includes the following Installing Administering and Using the Service A...

Page 78: ...SA 100 Planning Installation and Administration Guide Chapter 8 Going Live and Training 78 ...

Page 79: ...to protect data integrity When the back up process starts library content upload will be disabled Library content currently in the process of uploading will be allowed to complete before the back up starts Once back up is complete upload of library content is re enabled If the user attempts to upload content while the upload is disabled they will see a message indicating that upload is temporarily...

Page 80: ...the SA 100 to use Note Port 21 is often blocked For more information about configuring automatic backup for ShoreTel services and devices refer to the Voicemail Model Switches section in the ShoreTel 12 System Administration Guide Step 1 Launch ShoreWare Director Step 2 Select Administration Platform Hardware Voice Switches Service Appliances Primary The Primary Voice Switches Servic Appliance pag...

Page 81: ...are Director utility for the purpose of restoring SA 100 content Restore is performed on demand through establishing an SSH or serial connection to the appliance and then using CMCA ServicesMgr command line interface svccli commands Restoring will copy the content files from the previous backup into the appliance During restore all appliance services will be stopped The restore can occur on non em...

Page 82: ...SA 100 Planning Installation and Administration Guide Chapter 9 Backup and Restore 82 ...

Page 83: ...ference Web page 47 cut over coverage monitoring personnel 74 scheduling on site team 74 Cut Over Implementation 75 Cut Over Requirements 73 Cut Over Worksheet 74 cut over to ShoreTel 73 D Data entry fields conventions 8 Distributed ShoreWare Servers 16 E enable offline message 57 encryption 21 Environmental Requirements ShoreGear voice switch 28 Ethernet ports 30 F failover 30 fault tolerance two...

Page 84: ...QuickStart training 75 R racks and cabling 31 recommendations planning 15 requirements for cut over 73 RJ 48C cable 27 S SA 100 report IM 68 Web conference 68 Secure Socket Layer SSL 51 self signing SSL certificate 55 servers 16 SIP 21 Sites and Users 16 software requirements 13 surge protector 34 switch configuration and Director 38 System maintenance quick look 63 T Time Services SNTP 20 transpo...

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