Installation guide

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ShoreTel Requirements

ShoreWare Server Software, ShoreTel 6.1 or higher. •

The following build numbers are required:

- ShoreTel 6.1 : Build 11.15.3203.0 or higher

- ShoreTel 7.0 : Build 12.5.8101.0 or higher

- ShoreTel 7.5 : Build 12.12.6113.0 or higher

Versions prior to this release will not support the IP8000

conference phone

ShoreTel SIP Trunk licenses are required•

A total of 2 SIP trunk licenses is strongly recommended.•

This will support Call Transfers. A single SIP trunk license

will only support basic inbound and outbound calls.

Note: To optimize performance of the IP8000 conference

phone, be sure to consult Application Note ST-10026

“ShorePhone IP8000 Conference Phone: Best Practices”

IP8000 Conference Phone Configuration Guide

This application note provides the details on adding the IP8000 conference phone to the ShoreTel IP

phone system. This information applies to ShoreTel Release 6.1, 7.0 and 7.5.

Application Note

ST-10010

October 25, 2007

Overview

This document describes how to integrate the IP8000

conference phone into the ShoreTel IP Phone System.

Note: This information pertains to ShoreTel releases 6.1,

7.0 and 7.5 which will allow the conference phone to

connect by way of “SIP trunks”. This means that not all call

features are available to the conference phone. However,

the features required for everyday conference room use are

supported including the ability to make and receive calls,

basic call transfer, initiate a 3 party conference call as well

as be a participant in a 6 party conference call.

Requirements

The following requirements are necessary to integrate a

IP8000 conference phone to the ShoreTel IP Phone system

as described in this Application Note.

Table of Contents

Overview

Requirements

ShoreTel Requirements

Conguration Overview

ShoreTel Conguration

ShoreTel System Settings - General

Call Control Settings

Sites Settings

ShoreTel System Settings - Allocating Ports for

SIP Trunks

Switch Settings - Trunk Group

ShoreTel System Settings - Individual Trunks

IP8000 Conguration

Initial Conguration

Retrieving IP Address

Connecting to the IP8000 Web Interface

General Conguration

SIP Conguration

Firmware Upgrades

Summary of content (15 pages)

PAGE 1
Application Note ST-10010 October 25, 2007 IP8000 Conference Phone Configuration Guide This application note provides the details on adding the IP8000 conference phone to the ShoreTel IP phone system. This information applies to ShoreTel Release 6.1, 7.0 and 7.5.
PAGE 2
Configuration Overview Call Control Settings The following steps are required to configure the IP8000 conference phone to work with the ShoreTel system: 1. Configure General ShoreTel system settings The Call Control Options within ShoreWare Director may need to be reconfigured. To configure these settings for the ShoreTel system, log into ShoreWare Director and select Administration, Call Control and then Options (Figure 1). a. Call Control Options, Site and Switch settings b. Setup Trunk Groups c.
PAGE 3
Within the “Call Control Options” screen confirm that the appropriate settings are made for the “Enable SIP Session Timer”, “Intra-Site Calls”, “Inter-Site Calls” and “Always Use Port 5004 for RTP” fields. Sites Settings The next settings to address are the administration of sites. These settings are modified under the ShoreWare Director by selecting “Administration” then “Sites” (Figure 3). Ensure the “Enable SIP Session Timer” parameter is enabled. Next the Session Interval Timer needs to be configured.
PAGE 4
Switch Settings - Allocating Ports for SIP Trunks The final general settings to configure are the ShoreGear switch settings. These changes are modified by selecting “Administration” then “Switches” in ShoreWare Director (Figure 5). Each Check box designated as a SIP trunk enables support for 5 individual trunks. ShoreTel System Settings - Trunk Group ShoreTel Trunk Groups support both Dynamic and Static SIP end point Individual Trunks.
PAGE 5
This selection brings up the “Trunk Groups” screen (Figure 8). Figure 8 – Trunk Groups Settings From the pull down menus on the “Trunk Groups” screen select the “site” desired and then select “SIP” and click on the “Go” link. The “Edit SIP Trunk Group” screen” will appear (Figure 9). Figure 9 – SIP Trunk Group Settings In the “Edit SIP Trunks Group” screen, input a name for the trunk group.
PAGE 6
The next item on this screen is the “Enable Digest Authentication” field. This is a SIP feature that allows a user ID and password to be established for authentication. If this feature is configured for the Trunk Group the same settings must be configured on the IP8000 although it is not necessary to enable this functionality for the IP8000 to operate properly. The “Enable SIP Info for G.711 DTMF Signaling” box should not be enabled.
PAGE 7
The next item to change for the SIP trunk groups is the outbound trunk configuration (Figure 11). Figure 11 – Outbound Trunk Configuration For the Outbound Trunk Configuration set the “Access Code” and “Local Area Code” fields for the system. For the “Trunk Services” boxes, typically none of these will be selected, except for “Caller ID not blocked by default”, if not enabled the IP8000 will not receive Caller ID information when calls are sent via this trunk group.
PAGE 8
The next item to change is under “Trunk Digit Manipulation” (Figure 12). Typically when sending digits to the IP8000 phone it is not necessary to check the boxes for “Remove leading 1 from 1+10D”, “Remove leading 1 for Local Area Codes” and “Dial 7 digits for Local Area Code’ because only the extension digits will be sent as this is an Off System Extension (OSE). No configuration is needed for the “Local Prefixes” parameter, or the “Prepend Dial Out Prefix”.
PAGE 9
When it is desired to translate an off system extension to a 10 digit DID “Digit Translation” must be used. For example, when a call is placed to an IP8000 phone by dialing ext. 3000 but the IP8000 device is configured with 4083313000 then Digit Translation needs to be used. The main reason for doing this is when it is necessary for calls made from the IP8000 device to present a 10 digit number to the person being called. It may also be needed for 911 related functionality.
PAGE 10
From the individual trunks “Edit Trunk” screen, input a name for the individual trunks, select the appropriate switch, select the SIP trunk type and input the number of trunks. Select the switch upon which the individual trunk will be created. For the SIP Trunk Type decide whether the trunks are to be configured as dynamic or static. For the “SIP Trunk Type” field select either “Dynamic” or for a static configuration select “Use IP Address” button and input an IP address.
PAGE 11
Your web browser may need to be configured to allow Pop-Ups from the IP8000 IP address. In addition, it requires the installation of the Macromedia Flash Player. You will be prompted to upgrade if your installed version does not match what is needed for accessing the IP8000 web interface. Once the IP address has been input in the web browser a “Password” prompt will be presented as shown in Figure18.
PAGE 12
General Configuration The following configuration steps are not mandatory but are highly recommended. Navigate to the Preferences/Appearance section of the menu as shown in Figure 20 and apply the following settings: 1. Set the System Name to a string of your choice e.g. the name of the conference room in which the phone is deployed. 2. Set the Phone number setting to the assigned extension for the phone. This information appears on the Idle display of the device.
PAGE 13
SIP Configuration Navigate to the Preferences/SIP/Server section of the menu as shown in Figure 21 and apply the following settings: 1. Set the SIP user name to match one of the previously defined Off System Extension range in the SIP trunk group. This will also be the number that sent for 911 calls, use caution when defining this value if you plan on initiating 911 calls from the IP8000 phone. 2. Set the SIP Proxy setting to Disabled. 3. Set the SIP Registrar setting to Enabled. 4.
PAGE 14
Firmware Upgrades Should it be necessary to upgrade the firmware in the IP8000, the following process is recommended: • Select the Maintenance tab in the web interface and click on the System Upgrade icon as shown in Figure 22.
PAGE 15
• Click on the Browse icon and select the file from the local machine that is to be downloaded to the IP8000 as per Figure 23. Figure 23 – Upgrade File Selection • Once the file is selected, click on the Upgrade button to initiate the upgrade process. The conference phone will typically reboot after the upgrade process is complete. Record of Change This application note is subject to change. Updates and corrections are always welcome. Please submit any updates or corrections to info@shoretel.com.