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Archive for the ‘Shoretel Support and Service’ Category

Install your ShoreTel Call Manager on your Apple Ipad

May 8th, 2010

On more than one occasion I have actually had to telnet into a clients router or switch using nothing more than a mobile phone!  Now, that is either an example of superior customer service or an indication of creeping insanity.   When you have to, you have to!   Sometime ago I moved to an Iphone and that actually makes RDP, VNC  or Telnet actually usable on a mobile phone in a pinch.
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DrVoIP Contact Center, ShoreTel Configuration, Shoretel Support and Service , ,

ShoreTel Phone Security and the Terminated Employee ( a lesson in User Groups)

April 10th, 2010
Recently a client discoverd that at terminated employee, gone for almost a month, was still answering his office extension from his cell phone!  We have so many technology options for mobility today that the HR deparment most be going nuts trying to keep the “exit interview” check list up to date!   Without commenting on the HR ramifications, IT system administrators have long had to contend with terminated employees and how to handle remote access, email and the other regular components of an advanced Information Technology.  With the advent of VoIP, most IT organizations have now had to add the telephone system to the growing list of security access concerens.
This blog and video clip was created to knock off a couple of concepts simultaneously.   First, adminstrators want to know how to configure permissions for different user types.   Clearly the folks who work in the call center are supervised by managers that require a set of features that might enable monitoring, barge in and call recording.  The Kitchen and Lobby phone do not need voice mail boxes and should only be enabled for extension to extension calling and 911 service.  Do we need to set up Account Codes for International dialing?   Who must enter an Accout code to make a phone call and who has Supreme being features?  The list goes on.    Do you allow your Users to reassign there extensions to external numbers, like the home office or cell phone?   If that employee leaves the company, do you have a plan in place as to how to manage that employees incoming phone calls?  This is where the concept of a ShoreTel Use Group can be exploited to rapidly nail down departing employees call flow.
The concept of a “containeer” as a mechnism for treating a class of users has been utilized as a programming convention since the first bit stream.   Microsoft System administrators will be immediatley comfortable with the concept, as will any IT professional who has system administration responsibility.   The concept is simple: rather than create a each individual and then list out their permissions, previldeges and class of service; lets “contain” them in a “group” and apply the permissions against the group.   This makes it easy to administer large populations of users who may share similar system facilities.  In ShoreTel, the concept of class of service, is defined and applied to a container named “User Group”.
Out of the box, ShoreTel has a predefined family of User Groups arbitraily but apptly named Exeucitve, Manager, Staff and so on.  Each user group contains a set of permissions defined as a Class of Service.  These services include permissions regarding the telephony features available to this user, the users dialing restrictions and also define key attributes about the users Voice Mail box.   In ShoreTel, certain features like “call forwarding” and “find me/follow me” require the user to have a Voice Mailbox, so understanding how these permissions are configured is essential to the creation of a secruity policy for your phone system.  If you allow the use of “find me follow me” or the ShoreTel “Personal Operator” funtion you might want to limit the range that those calling permission might include.  (If you want to talk to Mom in Italy, call my extension after hours and press zero when you here my greeting” is one of my personal favorites).
The video clip walks you through the process of creating a new User Group aptly named “Terminated Employee”.  This User Group then encompasses a body of restrictions that can be applied to a User, in this case a departing employee, with just a couple of key strokes.   The goal here is to nail down the employees call flow while you are working out the details of transitioning the employees work flow.    Clearly, you can just delete the user and be done with it, but normally business is not that simple.  Employees are part of Work Groups or  Hunt Groups that define a work flow and sometimes it takes a transition plan to get the details worked out.  In the mean time, we need to secure the phone!

Recently a client discovered that at terminated employee, gone for almost a month, was still answering his office extension from his cell phone!  We have so many technology options for mobility today that the HR department most be going nuts trying to keep the “exit interview” check list up to date!   Without commenting on the HR ramifications, IT system administrators have long had to contend with terminated employees and how to handle remote access, email and the other regular components of an advanced Information Technology.  With the advent of VoIP, most IT organizations have now had to add the telephone system to the growing list of security access concerns.

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DrVoIP ShoreTel Configuration, Shoretel Support and Service

QOS for ShoreTel VoIP Deployments!

March 23rd, 2010

Setting up QOS on your routers to support ShoreTel VoIP across a WAN connection requires that you employ some creativity in your configuration.   Think of Class Marking as a way of “coloring” packets so that the routers no how to treat the packets when there is any kind of congestion.   We want voice packets to have a priority over data packets, so we color them and tell the carrier or WAN router which color is voice.   Generally, QOS strategies employ the use of Differential Service Control Points or DSCP values.
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ShoreTel Database Replication and Manipulation of MAXDBQUERIES!

March 4th, 2010

It really doesn’t matter what VoIP system you installed they all generally have one architectural characteristic in common; the configuration database.  Depending on the system, you might find a database engine that ranges in complexity from an Access Database to a full blown SQL database.  The database will store configuration information, status information and often, call detail records that document phone system activities.   The characteristic of the database that is consistent across all architectures is the fact that there can only be one “read/write” copy of that database! Read more…

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ShoreTel Enhanced Workgroup Services!

February 17th, 2010

Historically, there were three services in the ShoreTel architecture that were no distributed to other servers.   To over simplify, this meant that if the HQ server (read primary server) was unavailable, the services that were not distributed would not function.  The three services were Route Points, Account Codes and Workgroups.   For example, if a user group was set to “forced” account code verification and the server was unavailable, that service would fail and the effected user would not be able to place a call.   Like wise, if the HQ server were unavailable, Workgroup services would fail.  ( The “best practice’ deployment strategy was to backup a Workgroup with a “hunt group” given that the HG ran on a switch and not a server, it would continue to function in this scenario.  Calls targeting agents in a Workgroup would fail over to a hunt group that would target the same list of agents). Read more…

DrVoIP ShoreTel Configuration, Shoretel Support and Service, Voip Service & Solutions ,

Mobile Call Manager for the Iphone?

December 29th, 2009

One of the benefits of a successful blog, is the talented people you meet and the ideas that you exchange with other industry professionals. Through an earlier blog on the subject of connecting an Apple Iphone to a ShoreTel System as a SiP extension, I met such a creative talent: Matt Vlasach of Pacificswell! Matt was both an excited ShoreTel user and a Iphone aficionado. Thought Matt was happy to play with SIP his real interest was in creating a ShoreTel App for the Iphone!

As a result of Matts talented development team at Pacificswell, I have had the pleasure of playing with a beta version of StreamLine, a mobile call manager for the Iphone! If you have always wished that ShoreTel could work on your Iphone, your wish has been granted! Pacificswell’s first release of the App is a useful, easy to master, technically brilliant mobile call manager! Using Streamline you can remotely connect to your ShoreTel server and setup your call handling modes and activate your Office Anywhere feature. The App is intuitive and graphically obvious!

Even using the Apple developers platform to obtain the beta version ( an Apple strategy for enabling developers to offer the App before it appears in the App store), the download and install was remarkably simple. It downloads and installs using the already familiar App Store process! Configuration was a breeze and I had the App up and running in under five minutes.

Clearly there are some server side issues that need to be addressed and license compliance issues for the ShoreTel Mobile Call Manager, but technically, the App is brillant. More importantly it just works! I was able to select either my Office desk phone or my Iphone as the primary answer point. Each of the Call Handling modes can be accessed in a visual graphic that is experentially compatible with the ShoreTel user interface for setting up Call Handling Options.

Product Development is a process, not an event! Matt assures me that he will continue the development and enhancement of this App adding more features in future releases. The product can be explored in detail on his site at Pacificswell and I have included some screen shots below!

Keep the cards and letter coming! The App will be available at the Apple App Store on January 4th!

Find Me Locations

Find Me Locations

Call Handling Modes

Call Handling Modes

Select your Desktop or Iphone as prmary answering point!

Select your Desktop or Iphone as prmary answering point!

DrVoIP ShoreTel Configuration, Shoretel Support and Service ,

ShoreTel Enterprise Contact Center Call Routing based on Schedules!

December 5th, 2009

If you have been following our tech tips, you know that route points in the ShoreTel IPBX have a matching IRN in the Contact Center. If you want to route a call to a different destination based on the date and time that a call hits the Contact Center, how and where would you apply the schedule? Technicians familiar with the ease of creating schedules in the ShoreTel IPBX, might immediately apply a schedule to a route point. After all, each call to the Contact Center hits a route point first, why not apply the OnHours/OffHours call handling directly to the route point?

At the end of the day, Contact Centers are designed to provide management, detailed information to facilitate staffing, allocate resources, decrease call holding time and increase customer satisfaction. Candidly, it is all about REPORTS! My personal prejudice is that contact centers should be designed by starting with Reports! What is it that Management wants to see? If we want to know how many callers are hitting the Contact Center during Off-Hours, for example, we can not apply the schedules to the Route Points. If the Schedule applied to the Route Point deflects the caller to a Voice Mail box, that call will not appear in the total Calls presented to the Contact Center.

If you want the call to be counted, it must actually enter the Contact Center! For this reason, most Contact Center deployments are deployed with the Automated Attendant functionality being defined within the Contact Center. In this way we can accumulate accounting information on all calls that hit the Contact Center, regardless of how they are ultimately routed. The ShoreTel Enterprise Contact Center has a very powerful configuration capability as it relates to defining Schedules. Schedules are defined as “types of days” and “shifts”. At first this concept is a bit difficult to digest, but once you play with it you will realize just how powerful and impact this configuration strategy can have on your overall Contact Center call flow.

The Working Times facility enables you to define a type of day and then associate shifts to that day type. The normal ShoreTel Schedule works on a binary On-Hours Off-Hours call handling model. What happens if you want to build a call flow that needs to have calls routed differently between specific hours of the day. For example, between 12AM and 8PM, we want incoming calls to be routed to the Guard Station. Between 8AM and 12 Noon we want a live answer point at the Reception Desk. Between Noon and 1PM calls need to be routed to an outside answering service; and between 1PM and 5 PM they need to be routed back to the Reception desk. Now any technician that has been working with the ShoreTel IPBX for any period of time has developed several strategies for handling this often required call flow. The strategy usually involves cascading Hunt Groups in combination with Workgroups to achieved the desired result.

The Working Times facility within the Contact Center would handle this complexity with ease. You would define a Day Type (i.e. WeekDay) and the define the various Shifts that comprise that day. In the example above, the ticking of the clock would transition through the various “shifts” resulting in a different destination based on the time of day. This is advantageous in a call center environment and significantly less demanding to administer than the cascading Hunt group strategy. Contact Center call flow is often managed on a time of day, day of week and holiday basis at a level of sophistication that goes way beyond the On-Hours Off-Hours approach to call handling. The ShoreTel Enterprise Contact Center Working Times facility is a power strategy for achieving maximum call routing control.

DrVoIP Contact Center, ShoreTel Configuration, VoIP Tech Tip ,