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ShoreTel Mobility 7.1 iPhone User Guide

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1. 0 0 eee tee 58 ShoreTel Communicator 2 0000 e cece eee eee eee 61 Enabling ShoreTel Communicator 0 000 eee eee 61 Using Visual Voice Mail 0 0 eee 62 Specifying Call Handling Mode 0 00 eee ee 63 iv ShoreTel Mobility User s Guide Version 7 1 Before You Start About This Book This guide is for people who use the iPhone or iPod Touch with the ShoreTel Mobility Solution You should have a basic understanding of the native system features and functionality of your device so that you can use this guide effectively The procedures in this guide may vary slightly depending on your device Conventions Ay F Version 7 1 This guide uses the following advisory notices WARNING Pay special attention to this information Note This information is extra or supplementary Tip This information may be helpful to you This guide uses the following text conventions Marking Meaning Bold text Objects such as buttons and menus that you select on your mobile device or computer Command text Text examples that you need to type Italic text Document titles or words with special emphasis Menu gt Command A menu item that you select ShoreTel Mobility User s Guide v Related Documentation The ShoreTel Mobility solution suite includes the following other documents ShoreTel Mobility Platform Support Guide ShoreTel Mobility Router Administrato
2. Exiting The Mobility Client Table 1 Mobility Client Icons continued icon Name Description Voice mail You have voice mail Available Status is available Busy Status is busy Unavailable Status is unavailable Do Not Disturb Do Not Disturb is on S F PEE DEE amp In a Meeting Status is In a Meeting On a Call Status is On a Call Unknown Status is not known Home Location is Home Work Location is Work On the Road Location is On the Road iA Custom Status is a custom message Version 7 1 1 Press the Home button to return to the Home screen ShoreTel Mobility User s Guide 17 2 Double tap the Home screen to see a list of running applications 3 Touch and hold the ShoreTel application until it wiggles and the sign appears 4 Touch the sign next to the ShoreTel application 5 Touch the Home button twice to return to the Home screen 18 ShoreTel Mobility User s Guide Version 7 1 CHAPTER Managing Calls Using the ShoreTel Mobility Client application dialer feels the same as using your device s dialer Just as before you can put a call on hold and take another call switch between active calls transfer calls to another number or your desk phone access enterprise and cellular voice mail and make conference calls as explained in the following sections PRG SIVUND CN srias or eaa E aE A EE E EA Ri 19 Pecna GE aaan
3. Calls to non routable three digit numbers Such as 911 411 N11 or numbers starting with an asterisk or pound sign are placed directly using the cellular network and not routed through the application You cannot simultaneously have an enterprise network call and a call routed directly through the cellular carrier s network on the mobile device If you have an active call and a call on hold you can switch between the calls For more information about switching between active calls see Switching Between Calls on page 24 Placing a Call while Paired with a Bluetooth Device When you pair a Bluetooth device after you touch Call a pop up message appears showing the names of the available devices Select your audio device name to continue If you do not select anything the default device is used The dialog closes after five seconds Ending an Active Call Touch End Call to end an active call Using Personal Dial Dual Persona Mode By default Business Dial is enabled which means when you place a call with your mobile device while running the application the call is routed through the enterprise and your caller ID is your enterprise phone number Business dial through the enterprise gives you access to one enterprise phone number enterprise telephony features conference calling transfer to desk functionality and so on 22 ShoreTel Mobility User s Guide Version 7 1 Switch to Personal Dial Dual Persona mode when you want t
4. 2 Select a Group 3 Select a Contact to show details then select the number to Call Using Recents to Place Calls 1 From the ShoreTel options menu select Recents 2 Select All to view all recent call activity or select Missed to view only missed calls Version 7 1 ShoreTel Mobility User s Guide 23 3 Select the number you want to call Note 2 Select Messages to view your Instant Message activity Refer to Sending Instant Messages to Buddies on page 35 for more information Using the Speaker While you are on an active call select Speaker to use the phone in hands free mode WARNING Do not hold the mobile device to your ear while the Speaker is on To turn on the loudspeaker select Speaker a To turn off the Speaker select Speaker again and hold the device to your ear again Muting a Call While you are on an active call you can mute your line so that the other party cannot hear you To mute an active call select Mute To unmute an active call select Mute again Switching Between Calls If you have one active call and one call on hold you can switch between the calls To switch between calls Select Swap If you have one active call and one call on hold moving out of range of the enterprise Wi Fi network drops the call on hold Transferring Calls While you are on an active call on your mobile device you can transfer the call to a specified phone number or another one of your de
5. 62 When ShoreTel Communicator is enabled check your visual voice mail as follows 1 2 From the ShoreTel options menu select Voicemail Select highlight a voice mail message from the list Select this message again play button to hear the voice mail You can play pause or re listen to a voice mail message If you receive a call in the middle of listening to a message the message pauses until you are finished with the call If you leave the voice mail screen during message playback the messages pauses until you return to the screen Note that you cannot check voice mail during a VolP call ShoreTel Mobility User s Guide Version 7 1 Returning a Message If a caller is one of your contacts or has caller ID enabled you can call them back when they leave you voice mail message To return a call from a voice mail message 1 Select the voice mail message from the list 2 Touch Call Back Deleting Messages To delete a voice mail message 1 Select a voice mail message from the list 2 Touch Delete Specifying Call Handling Mode Call Handling Mode sets how to handle your inbound calls One mode is always active Note cA Configure the Custom Call Handling Mode using the Configure Call Handling option in ShoreTel Communicator This configuration is mirrored in the ShoreTel Mobility Client when you select Custom Refer to the ShoreTel Communicator for Mobile User Guide for more information on configuring Cus
6. Shorelel Brilliantly simple ShoreTel User s Guide for iPhone and iPod touch Release 7 1 July 2013 Legal Notices Document and Software Copyrights Copyright 1998 2013 by ShoreTel Inc Sunnyvale California USA All rights reserved Printed in the United States of America Contents of this publication may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without prior written authorization of ShoreTel Inc ShoreTel Inc reserves the right to make changes without notice to the specifications and materials contained herein and shall not be responsible for any damage including consequential caused by reliance on the materials presented including but not limited to typographical arithmetic 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 respective owners Patents ShoreTel products are covered by patents as listed at http www shoretel com about patents html Version Information ShoreTel Mobility User s Guide Part Number 850 1577 01 Version 7 1 Date July 2013 Company Information ShoreTel Inc 960 S
7. Forward all calls to voice mail 50 ShoreTel Mobility User s Guide Version 7 1 Forward call to Forward all calls to a specified phone number Enter the phone number to forward calls to Transfer to Desk Number Set the enterprise phone number to use when you transfer calls to your desk phone By default the extension of your enterprise phone number is used when transferring an active call from your mobile device to your desk phone If the PBX for your enterprise uses a phone number other than your extension to transfer active calls to your desk phone you can specify that number If you need more information about which number your PBX uses to transfer calls contact your system administrator Reverse Dial In cases where Wi Fi is unavailable this parameter controls whether the call is initiated from the mobile device or from the ShoreTel Mobility Router In cases when it is cheaper to call from a landline rather than placing a call from a mobile device the Reverse Dial setting helps control costs Normally outbound calls are dialed from the mobile device When in Reverse Dial outbound calls are placed from the ShoreTel Mobility Router to the mobile device You still enter the number to be dialed as normal however based upon your settings the system determines how to place the call On Reverse Dial is always used when not on Wi Fi When you make a call in this mode the system calls you A popup prompts you to answer Sele
8. 61 The default is Primary Phone desk phone Note Define EA numbers in ShoreTel Communicator Refer to your device specific ShoreTel Communicator User Guide for more information All additional EAs that you define in ShoreTel Communicator display on the ShoreTel Mobility Client Set EA in the ShoreTel Mobility Client selects enables the active EA Use the following steps when ShoreTel Communicator is enabled To select an Extension Assignment 1 2 3 From the ShoreTel Mobility options menu touch your own information at the top of the menu to open Common Settings Touch Extension Assignment Select Primary Phone to have incoming calls routed to your primary phone in most cases a desk phone Select another EA in the list to have incoming calls routed to that phone number In this case the primary phone becomes Anonymous When anything other than Primary Phone is set you will not receive incoming enterprise calls on your mobile device Using Visual Voice Mail When you receive a voice mail message select Voicemail from the ShoreTel Mobility options menu to play and manage voice mail messages A number indicates how many unheard messages you have In your voice mail list a message that you have not listened to appears in bold After you listen to it it is no longer bold You can return the call or delete the message 2 Note Visual Voicemail is not available for the Extension Only user Checking Voice Mail
9. Wi Fi on your mobile device it scans for available Wi Fi networks in the area If the mobile device has never connected to an enterprise Wi Fi network choose it when prompted You may need to provide the security key After the mobile device connects to the Wi Fi network verify that the Wi Fi connection icon appears on the mobile device For more information refer to the documentation for your mobile device You must set up at least one enterprise Wi Fi access point before installing the ShoreTel Mobility Client Before setting up a Wi Fi access point on your mobile device make sure that you have the following information Name of a Wi Fi access point in your enterprise network Credentials for the Wi Fi access point used for authentication with the access point Security mode used by the Wi Fi access point for example WPA or WPA2 To set up a Wi Fi access point on your mobile device 1 From the Home screen touch Settings gt Wi Fi 2 Select the network for which you want to set up an access point Installing amp Provisioning the ShoreTel Mobility Client To download and install the ShoreTel Mobility Client on your mobile device select the link in the email that you receive from the ShoreTel Mobility Router You can also download and install the ShoreTel Mobility Client using either the App Store or iTunes 10 ShoreTel Mobility User s Guide Version 7 1 Make sure your device is connected to a Wi Fi network before you
10. examples Touch Buddies Touch the blue arrow to the right of a buddy s name to view your buddy s detailed information Sorting the Buddy List Use the following steps to sort your buddies 1 2 From your buddies list touch the Settings icon in the lower right corner Touch Display Options and then choose if you want to sort the list by Name Availability or Location Use the Groups area to display All buddies Online buddies only or Blocked buddies Creating Groups of Buddies You can create groups of Buddies After creating a group assign buddies to the group Refer to Adding a Buddy to a Group on page 35 for more information To create a group 1 2 From your buddies list touch Edit Touch Edit Groups On the Groups screen touch Edit in the upper right corner to add a group Touch Add to add a group name Touch Done to save the new group 34 ShoreTel Mobility User s Guide Version 7 1 Adding a Buddy to a Group You can assign buddies to a group or groups and you can move buddies between groups Create a group before assigning a buddy to it Refer to Creating Groups of Buddies on page 34 for more information Use either of these methods for adding a buddy to a group Assigning a Buddy to a Group using Buddy Details or Sending Instant Messages to Buddies Assigning a Buddy to a Group using Buddy Details To assign a buddy to a group using buddy details 1 Touch the bl
11. for a long period of time Select Primary Device to change the setting to Yes and to make this device primary The device that you have with you most often Select Synchronize Configuration to synchronize with the ShoreTel Mobility Router Provisioning You do not need to reprovision a device unless you get a new one switch between devices that use the same User ID or unless your ShoreTel Mobility user account gets deleted from the Mobility Router After you install the ShoreTel Mobility application you can reprovision the device Troubleshooting lf you have problems you can upload various types of logs to the ShoreTel Mobility Router Turn Enable Logging ON and select either Upload or Send log via email For the type of logging to use contact your ShoreTel Mobility administrator for advice For more information see Troubleshooting on page 54 2 Select Advanced gt Settings and then touch the menu button to save changes and return to the main ShoreTel options Changing ShoreTel Communicator Settings You can use the following ShoreTel Communicator features when they are enabled Refer to ShoreTel Communicator on page 61 for more information about enable the features Version 7 1 ShoreTel Mobility User s Guide 53 Table 5 ShoreTel Communicator Functions Function Name Icon Description Extension Assignment Provides a list of phone numbers that you can use as 6 alternate numbers instead of your desk phone for r
12. installed you are prompted to install it 14 ShoreTel Mobility User s Guide Version 7 1 CHAPTER Getting Started Use this chapter to familiarize yourself with some of the basics of how the ShoreTel Mobility Client is integrated with your mobile device including the following topics The Mobility Client Application User Interface cccccessceeeeeeeeeeenaeeeeeeeetetaaeesnes 15 Exigo The KODI CEM srsusnina A 17 The Mobility Client Application User Interface Version 7 1 When you first open the ShoreTel Mobility Client you see the keypad screen When the Mobility Client is active touch the menu icon in the upper left corner or drag the screen to the right to open the ShoreTel Mobility options menu to see the following options search bar Touch the search bar at the top of the options menu to search your Favorites Contacts Recents and more Touch Continue Search on Enterprise Directory to search for a person in the enterprise directory Favorites View contacts that you have marked as favorites Contacts View your contact list Keypad Open the ShoreTel Mobility dialer to make calls Recents View the most recent activity in the call log Voicemail Access enterprise voice mail ShoreTel Mobility User s Guide 15 16 Buddies When Presence is enabled displays your status and location in the system as well as the presence of others aka buddies configured in the enterprise and regist
13. or problems 54 ShoreTel Mobility User s Guide Version 7 1 To get help 1 From the ShoreTel Mobility options menu touch Help 2 Choose one of the following options Help Screens See the overlayed tips and pointers when you look at the main client screens Tutorial Videos Watch videos for some of the main features of the client a Contacting Support Select On to enable your device to call your support center You may optionally view the support center s contact information and or send an email with an attachment of the issue s log file In this case touch Send Log Your device s email application automatically pops up with the log information populating the email Send the email to complete the operation About See what version of the client you have Check to see if updates are available Version 7 1 ShoreTel Mobility User s Guide 55 56 ShoreTel Mobility User s Guide Version 7 1 APPENDIX Dialing from a Meeting Invitation Calendar Appointment or Email With the ShoreTel Mobility Client when you receive a meeting invitation or email message with a link or URL you can select the link to join the conference You can also dial extension digits to an automated attendant in the following situations Your device is connected to a corporate enterprise Wi Fi network You are connected to a cellular network or remote Wi FI network and you are registered to the Mobility Router for se
14. set an outgoing note from you that all of your buddies see as follows 1 Touch your own Presence icon at the top of the ShoreTel main menu to open the Common Settings menu 2 Touch Note to enter a customized status message Touch Save to set your new status Adding and Deleting Buddies You can add or delete buddies Adding Buddies To add a buddy 1 Select the menu button in the upper left of the main screen to open the ShoreTel menu 2 Touch Buddies to open your buddy list 3 Touch Edit gt Add Buddies and then enter the first few characters of your buddy s name or email address as it is entered on the enterprise server 4 Touch Search to continue 5 Touch the button next to the buddy s name to display a 6 Touch to add your buddy to your buddy list and then touch Done 7 Select whether to add the buddy to a contact group and touch Add to add the buddy to your buddy list 32 ShoreTel Mobility User s Guide Version 7 1 Deleting Buddies To delete buddies 1 Select the menu button in the upper left of the main screen to open the ShoreTel menu 2 Touch Buddies to open your buddy list gt amp Touch Edit in the upper right Touch Delete in the lower left to delete the buddy Setting a Buddy s Access Level You can give your buddies the following different access levels to your network MS OCS Personal Table 4 Access Level Description MS Lync Friends and Family Descrip
15. the user name IM History Select the appropriate option for the amount of history you want to display New IM Notifications Set whether to receive notifications for new messages New IM Notifications Sound Set whether to hear a sound when you receive a new IM Message Preview Set whether to view a preview window of the IM Changing Advanced Settings You can modify the following advanced settings View general configuration settings a View ShoreTel Communicator settings a View or change your Client setup Reprovision a new or changed device Setup calling from a calendar event 52 ShoreTel Mobility User s Guide Version 7 1 Turn on logging to help with troubleshooting To change advanced settings 1 Select the menu button in the upper left of the main screen and then touch Settings gt Advanced and choose from the following settings a Configuration Verify the settings These fields are read only and can only be changed by re provisioning the device Communicator Set up ShoreTel Mobility Communicator options See Changing ShoreTel Communicator Settings on page 53 for more information Setup Choose from the following setup options Select Echo Cancellation and specify On enabled or Off disabled For Keep Wi Fi Connected specify On enabled or Off disabled ShoreTel recommends enabling this option to ensure calls are received on the Wi Fi network when the device has been idle
16. to a conversation to create a multi party conversation When you start a multi party conversation you are called the Moderator which means can also remove one or more participants from the conversation Adding Participants 1 After you start an IM with one participant select Options gt Participants 2 Select the plus sign next to the buddy you want to add to the conversation and then touch Done Replying to a Multi Party Conversation When you receive a multi party IM the message pops up on your screen and the cursor flashes in the IM text field Enter text as described in Replying to an IM on page 36 Everyone in the conversation can see your messages Switching Devices in the Middle of a Conversation If you are in an IM conversation and need to switch to another one of your configured devices including your computer you can automatically re join the conversation without losing any of your incoming messages Removing Participants When you start a multi party conversion you are the Moderator which means only you can remove participants from a conversation a nan IM with at least two participants select Options gt Participants and then touch the red X next to the participant you want to remove from the conversation Using the desktop instant message client a Moderator can grant Moderator privileges to other users Refer to your desktop instant message client documentation for more information about granting Mod
17. top of the keypad or the top of the ShoreTel options menu You can change the following common settings a Presence Change your Availability or Location You can also add a custom message by touching Note a Call Handling Select options such as Do Not Disturb Personal Mode Data and Call Routing for Wi Fi or cellular data networks or Connection Status to check how you are currently connected For details see Changing Data and Call Routing Preferences on page 51 Communicator Set your Extension Assignment to specify an alternate phone number you can use to answer calls coming into your ShoreTel extension or Call Handling Mode for example Standard In a Meeting Out of Office Extended Absence or Custom ShoreTel Mobility User s Guide 49 Changing Preferences You can modify the following preferences Set how to handle your calls Set how to route your calls and data Change Presence or IM status Change or verify voice mail numbers Set calendar options for dialing conference calls To change preferences Select the menu button in the upper left of the main screen and then touch Settings gt Preferences and choose from the following settings Call Handling Set all of your call handling preferences such as personal dial call forwarding and transfer options For more information see Changing Call Handling Preferences on page 50 Data and Call Routing Set whether to use Wi Fi when available cellula
18. you are in the enterprise Secure Enterprise Services You can access services such as directory query from any Wi Fi or cellular data network also outside your enterprise Contact your ShoreTel Mobility administrator if you are not sure whether you have secure remote access enabled on your account This chapter contains the following sections Boo ORE Eea wedaxduvatd waxaeyel maansyay mentee imam maNeyyNIEN 41 Verifying that Secure Remote Voice Is Enabled ccccccesscecessesceeeeeessstaeeeesseeas 42 Verifying that Secure Enterprise Services Are Enabled cccccsscccecssesteeeeeeeees 42 Before You Begin To use Secure Remote Voice and Secure Enterprise Services perform the following actions Create a Wi Fi access point on your mobile device for a non enterprise Wi Fi network Refer to Connecting to a Wi Fi Network on page 10 for details Version 7 1 ShoreTel Mobility User s Guide 41 m Enable data access over Mobile network on the device Configure and connect to a non enterprise Wi Fi network using your mobile device This is optional if using cellular data Configure preferred network settings Refer to Changing Data and Call Routing Preferences on page 51 for details m Add the non enterprise Wi Fi network as a preferred connection in the application Optional if using cellular data Verify that Secure Remote Voice and Secure Enterprise Services are accessible with your Mobility user a
19. Client icon to open the application While the ShoreTel Mobility Client connects to the server a popup appears Select Dismiss to continue 5 Each time you open the ShoreTel Mobility Client the Registering screen appears while the application is connecting to the server You can check Do not show again to turn this off Note 2 The ShoreTel Mobility Client uses the native Apple method for determining location The Client identifies which country your phone is in before making an outbound cellular call in the following priority only one is required a Cellular radio location such as MCC a GPS or Wi Fi based location manual input from you about your location when you are prompted for it To download the ShoreTel Mobility Client via the App Store 1 From the Home screen select the App Store 2 Enter ShoreTel in the Search field Locate the ShoreTel Mobility Client application and select Install 3 Enter your Apple ID and Password and select OK Version 7 1 ShoreTel Mobility User s Guide 11 To download ShoreTel Mobility Client via iTunes 10 11 12 On your Mac or PC launch iTunes In the iTunes store enter ShoreTel in the Search Store field Locate the ShoreTel Mobility Client application and select the Application button Select the Free App button to download Enter your Apple ID and password in the application popup and select Get The application automatically downloads into the local iTunes applicatio
20. EA N A 21 Engman Acke Calena a a 22 Using Personal Dial Dual Persona MOda iss ccvccsiscarctsnisieontsemersenetenniadnencrnaekeensets 22 Using Contacts and Recents to Place Calls from the ShoreTel Mobility Client 23 Weng tie Spo OT rinman Genet mciarc ona waraas toca poctatwaar tensa eae eaten 24 Monna Soll aean pena ieee aE E 24 SNC ITY ES OSS MT C aaiae aA Paavo RANSE RENANE 24 STE UVES PUAN AU aaa ocala tian Fi caiecessid Sale Sedna nett cae See Samet raced Saeed ited a 24 Managing comerem CaNs ciprinoidi NAN AT a 25 Changing the Network While on an Active Call cccccessececeeeeeeeeeeeeeeeeeeeaeeteeees 26 ACCESSING VOICE WAM sociscicascetascrmsrtesscntsioeassqtutintecaqmuanideceduninediganmncarenennirieneamteeeanns 26 Makmo Emergency Cale wscis sha trtans savronsuctssavadearsaacwssissmibibaasntanhelick ean Sesecaaiarusideiians 27 Receiving Calls Version 7 1 The main Mobility Client icon appears when you have an incoming call You also see an icon indicating whether the call is a VolP or cellular call You may also see icons for other in call options which may be different from your mobile device s native dialer options ShoreTel Mobility User s Guide 19 When you receive an incoming call choose one of these options Answer Touch the green Answer key Ignore Touch the red Decline key or Decline with Message to add a message Your mobile device s screen becomes active when you answer the call If you re
21. acts and Recents to Place Calls from the ShoreTel Mobility Client 23 Using the Speaker 2 0 0 0 cece teen eee 24 Muting a Call cc aeia pokes cee ct Mee wee ee a a eee AE ede Lee eld eee AME wae 24 Switching Between Calls 0 0 0 c cette eee 24 Transterting CallSiwxs ofan he es Cede heed oa ee eed eed Po ee ee ee eS 24 Managing Conference Calls 000 c cette eee 25 Changing the Network While on an Active Call 0 000 c eee eee 26 Accessing Voice Mail lt sses troada 0 c cece ee ete teens 26 Making Emergency Calls 0 00 eects 27 Presence and Instant Message 2000 e cece eee eee eee 29 Presence ICONS 2 ras eraa gad ae dee eee eae ced Maree a ee aaa ga epee amp 30 Enabling Presence i icin eee PEKEREN ES edd a eG ada hE a a Re 31 Setting Presence Status 0 ete 31 ShoreTel Mobility User s Guide iii Chapter 5 Chapter 6 Chapter 7 Appendix A Appendix B Setting Location sianar weal e A bet arenes Bed ew Ree eae ae ads 31 Editing the Presence Message 0 cece ete eee eee 32 Adding and Deleting Buddies 0 0 cee eee 32 Setting a Buddy s Access Level nunana uaaa cee eet 33 Viewing Buddy Details 0 0 0 0 0 eee 34 sorting the Buddy List s 22acu4 veh ed foie eo yO dwanec et da ae ee a 34 Creating Groups of Buddies 0 0 ccc eee eens 34 Adding a Buddy toa Group 2 2 teens 35 Sending Instant Me
22. back to cellular data Accessing Voice Mail You can access enterprise corporate voice mail from your mobile device If ShoreTel Communicator features are enabled refer to Using Visual Voice Mail on page 62 to access visual voice mail Visual voice mail allows you to view all undeleted voice mails at a glance and enables you to choose which voice mail to listen to Also see Enabling ShoreTel Communicator on page 61 Accessing Cellular Voice Mail To access cellular voice mail 1 Activate Personal Dial mode See Enabling Disabling Personal Dial on page 23 2 Touch and hold the 1 key on the keypad 26 ShoreTel Mobility User s Guide Version 7 1 Accessing Enterprise Voice Mail To access enterprise voice mail 1 Activate Business Dial mode if it is not already active See Enabling Disabling Personal Dial on page 23 2 Press and hold the 1 key on the keypad If ShoreTel Communicator features are enabled you can see and listen to individual voice mail messages in your enterprise voice mail using the voicemail tab Refer to ShoreTel Communicator on page 61 Making Emergency Calls F Version 7 1 To make a call to an emergency number dial the emergency number as you normally would Calls that you make to emergency numbers are not routed through the enterprise Note If Enable Emergency calls over VoIP is set on the ShoreTel Mobility Router you can make 911 calls over Wi Fi or cellular data network Check wi
23. begin When the device is connected to a Wi Fi network the Wi Fi icon on the Home screen is lit and is white To download install and provision the ShoreTel Mobility Client via email message 1 When you receive an email message from either your ShoreTel Mobility administrator or from the ShoreTel Mobility Router select the link for downloading and installing the client as follows f you are on site you are directed to a web page on your mobile devices which guides you through downloading and installing the client from the App Store If you are installing the client remotely copy the link from the email message paste the link into your mobile device s browser and go to that web site for instructions a When prompted touch OK to allow the ShoreTel Mobility Client to use your current location 2 After you install the ShoreTel Mobility Client select the provisioning link from the ShoreTel email message and follow the prompts to provision your mobile device 3 If prompted enter your enterprise password Note cA You can provision up to 5 devices per account based how your ShoreTel Mobility Router is configured Check with your ShoreTel Mobility administrator if you encounter a conflict The Primary Device is how your location is determined your location so it should be the device you carry all the time You can use all of your devices to make or receive calls instant messages and more 4 Select the ShoreTel Mobility
24. ccount Refer to Verifying that Secure Remote Voice Is Enabled on page 42 and Verifying that Secure Enterprise Services Are Enabled on page 42 If you are using a Wi Fi from a hotspot or similar network you might need to access a public Web page after creating a Wi Fi access point on your mobile device so that you can enable access to the Internet After you have established Internet connectivity you can then add the access point as a preferred connection in the application Note 2 Before you prepare to use Secure Remote Voice or access Secure Enterprise Services verify that your Mobility user account is configured to use these features If you are not sure whether you are authorized to use these features contact your System Administrator Verifying that Secure Remote Voice Is Enabled After you add the remote Wi Fi network as a preferred connection in the application your mobile device automatically connects to the Wi Fi network and is registered with your organization s IP PBX system If you see the Secure Remote Voice icon the mobile device is registered which means VolP is available The icon s presence does not guarantee that all calls use Wi Fi The ShoreTel Mobility solution determines how to route a call based on the signal strength of the Wi Fi network even if VoIP is available Verifying that Secure Enterprise Services Are Enabled After you add the remote Wi Fi access point as a preferred connection in the application you
25. ce to use the iPhone earpiece for audio When using Bluetooth in a call select Speakerphone on the iPhone to switch the call to the speakerphone Select Speakerphone again to return to Bluetooth mode Use this chapter to install the ShoreTel Mobility Client as follows Boore TOU E eaaa A 10 Gonnening oA WiFi NEW sarreraren adancaatseandeiteemnennnends 10 Installing amp Provisioning the ShoreTel Mobility Client 0 cceceeeeeseeeeeeeeeeesteeeeees 10 Updating to the Latest ShoreTel Mobility Client 00 0 0 ccccssseeeeesesteeeeeeeeseeeeeeeaaas 13 Uninstalling the ShoreTel Mobility Client 0 cccceeeeeeeeeaeeeeeneeeeeaaeeeeneeeseaeseeneeeens 14 ShoreTel Mobility User s Guide 9 Before You Begin Before you install the ShoreTel Mobility Client you may need the following items and information Data connection See Connecting to a Wi Fi Network on page 10 for more information a Wi Fi access point credentials if setting up a Wi Fi access point on your mobile device any applicable name or password as well as the security mode for example WPA or WPA2 User name and password user name and password required for authentication with the Mobility Router a SIM card a working SIM card inserted in the mobile device for GSM devices only and not required for the iPod Touch Settings time date and time zone set on the device before you provision the client Connecting to a Wi Fi Network When you enable
26. ceive a call while the application is running in the background a notification appears on the screen Touch the notification to respond as follows Answer The call is immediately answered and the in call options appear Ignore The call is ignored and listed in your call log as a missed call or send directly to voice mail if your voice mail is configured If receiving a call while the device is locked choose one of these options Answer Select Slide to Answer If appropriate enter your password The call is immediately answered and the in call options appear Ignore Press the On Off Sleep Wake button on the top of your mobile device The call is ignored and placed into your call log as a missed call Accepting or Declining a Call While on Another Call 20 If you receive a second call while you are on a call you hear a call waiting tone and the screen indicate that there is another incoming call To answer a call while on another call Select Answer Hold to answer the incoming call and put the first call on hold The incoming call becomes the active call Select Answer End to answer the incoming call and end the first call For information about switching between calls see Switching Between Calls on page 24 To decline a call while on another call Select Decline to decline the incoming call To reject incoming calls before your device rings touch your extension on the dialer to turn on Do N
27. ct Answer to continue Note that even though it appears you dialed an outbound call the system reverses this action and calls you instead You are prompted to select any number on the keypad to continue a Off Reverse Dial is never used Calls initiated in this mode are always treated as standard outbound calls Auto When there is no Wi Fi available Reverse Dial mode is always used when out of your home country and never used when in your home country When you make a call in this mode outside of your home country the system calls you A popup prompts you to answer Select Answer to continue Note that even though it appears you dialed an outbound call the system reverses this action and calls you instead You are prompted to select any number on the keypad to continue Changing Data and Call Routing Preferences Version 7 1 1 Select the menu button in the upper left of the main screen and then touch Settings gt Preferences gt Data amp Call Routing In the Allowed Data Networks area choose from the following options a Wi Fi When enabled Wi Fi networks are used to connect to the ShoreTel Mobility Server whenever possible When disabled the ShoreTel Mobility application does not use Wi Fi networks This option may be disabled if the your account has not been enabled for cellular data access on the ShoreTel Mobility Router Cellular Data When enabled voice calls can be made using a cellular data conn
28. cure enterprise features For dialing an automated attendant the client also supports the following syntax Table 6 URL Based Dialing iOS p yw p Enabling Calendar Conference Dialing When you first start up the ShoreTel Mobility Client after installing it you may be prompted to access your calendar and turn on your Today screen Accessing your calendar lets you view your meetings and dial in to meetings Version 7 1 ShoreTel Mobility User s Guide 57 If you did not turn on your Today screen so you can see your calendar you can turn it on later as follows 1 From the ShoreTel Mobility options menu touch Settings gt Preferences gt Calendar and then set Calendar Conference to ON 2 Set Reminder to On and then select how many minutes ahead of the meeting you want a pop up reminder with the conference link to open Dialing From a Calendar Event After you accept a meeting invitation it appears on your Today screen To dial from a calendar event 1 From the ShoreTel Mobility options menu select Today to see a list of your next appointments If the meeting or appointment has dial in information such as a phone number and passcode you see a Join button next to it If the meeting starts within the next 15 minutes the Join button is green 2 Select Join to call into the meeting The conference passcode is automatically entered Dialing From an Email Message You can also dial calls from s
29. d you see a prompt that it requires provisioning or that it is Not Provisioned reprovision it as follows 1 10 Connect to a Wi Fi network or if your ShoreTel Mobility user account is configured to access Secure Enterprise Services using cellular data you can provision while connected to a cellular data network From the main ShoreTel Mobility screen touch the menu icon in the upper left corner to open the ShoreTel Mobility options menu Select Settings gt Advanced gt Provisioning Read and Accept the Emergency Call Warning page to continue If you do not accept the Emergency Call Warning the ShoreTel Mobility Client exits without provisioning If you are connected to your enterprise local Wi Fi network select Next and continue to the next step Otherwise enter your password and set Remote Provisioning to ON and select Next When you are provisioning remotely for example not connected directly to your local enterprise Wi Fi network enter the public IP address and port number of the Mobility Router and select Next to continue Select Replace an existing device from the list of earlier provisioned devices If more than one of your devices is provisioned against this Mobility Router a list of your devices appears with the Primary Device listed first during provisioning If you want to make this device the Primary Device select Yes The default is No Select Next to continue Fill in the phone number of the iPhone i
30. ection This option may be disabled if the your account has not been enabled for cellular data access on the ShoreTel Mobility Router In the Call Routing Preferences area the following options are available ShoreTel Mobility User s Guide 51 Wi Fi When enabled Wi Fi networks are used for voice calls when possible If disabled Wi Fi networks are not used for voice calls Cellular Data When enabled voice calls can be made using a cellular data connection Voice calls over cellular data require a 3G or faster data connection Cellular Voice When enabled enterprise calls will be placed as cellular voice calls when no data connections can be used The enterprise call is still connected via the ShoreTel Mobility Router Disable this option to prevent cellular voice calls from being used for enterprise calls This option is only available if your account has been enabled for cellular voice calls on the ShoreTel Mobility Router 4 Select Preferences gt Settings and then the menu key to return to the main ShoreTel menu Changing Presence Instant Message Settings 1 Select the menu button in the upper left of the main screen and then touch Settings gt Presence IM 2 You can modify the following settings Presence Turn Presence ON or OFF Presence User Name The user name provisioned on the device can be different than the Presence User Name For example if someone borrows your device touch this option to change
31. ee Secure Remote Access on page 41 Searching Buddies IM History and More You can search for names and numbers in your Buddies IM history recent calls meetings voice mail numbers and more To search using the ShoreTel Mobility client 1 Select the menu button in the upper left of the main screen and then touch Search at the top of the menu Begin typing the name or number that you want to search for and then select the magnifying glass to perform the search When you see a list of search results touch an item to see its details Searching the Corporate Directory If your mobile device is connected to the enterprise Wi Fi network you can search the corporate directory just as if you were using your desk phone If you have access to Secure Enterprise Services you can also search the corporate directory using a remote Wi Fi or cellular data network To search the corporate directory 46 ShoreTel Mobility User s Guide Version 7 1 1 Select the menu button in the upper left of the main screen and then touch Search at the top of the menu 2 Begin typing the name or number that you want to search for in the corporate directory then select the magnifying glass to perform the search 3 Touch Continue Search on Enterprise Directory If a search matches a large number of records in the directory you may not see not all records on your screen If any names in the directory match the string that you typed those na
32. electing links in email message The following table shows supported formats and example uses for this feature Table 7 Supported Email Message Formats Plain Text Email v HTML Email Hypertext link in an Email Message Microsoft Outlook Calendar Invitation 58 ShoreTel Mobility User s Guide Version 7 1 Table 8 Examples VoIP url with and characters sent in an email where the email format is plain text format Example Syntax voip 2113 1234567 VoIP URL sent in a calendar invitation from the Outlook Exchange client on MS Windows 2010 new meeting The Client opens the calendar appointment so you can click the VoIP URL in the Notes section of the invitation VoIP URL sent in a calendar invitation from the Outlook Exchange on MS Windows 2010 through ShoreTel Service Appliance 100 Outlook Plug in for example manually adding a VoIP URL as part of the ShoreTel Service Appliance 100 details in the invite In the following sample email invitation you would touch the URL to dial into the call m AT amp T 15 27 3 61 a Inbox 1of9 ay alai A ShoreTel UCB Conference January 25 2012 14 37 Te all 4 aii SE ees extension lt q ________ sample extension artio irant code AZIE sample participant code yoip 2113 12345674 sample link Version 7 1 ShoreTel Mobility User s Guide 59 60 ShoreTel Mobility User s Guide Version 7 1 APPENDIX ShoreTel Commu
33. erator permissions Version 7 1 ShoreTel Mobility User s Guide 37 WARNING You cannot remove a Moderator from a conversation Making and Receiving Calls while Using Instant Messages You can make or receive a call during an Instant Message session Making a Call During an IM Session 1 2 From the IM conversation touch the menu icon in the upper left to open the ShoreTel options menu and then touch Recents to return a call Buddies to call a buddy or touch Keypad to dial a number Touch the number or buddy name to call it or enter a number using the keypad Receiving a Call During an IM Session If you receive a call during an IM session the call appears in the main window Respond to the call using the Answer or Decline options Using Instant Message While on a Call You can respond to IMs during a call just as you would a normal IM session The caller is not put on hold To send to an IM while on a call 1 2 While on a call select your mobile device s Home key Select the ShoreTel Mobility application To send a two party message a Select Buddies b Select IM Follow the standard Instant Message procedure to send an IM as described in Starting a Conversation on page 36 To send a multi party message a Select Buddies b Select IM Follow the standard Instant Message procedure to send a multi party IM as described in Starting Multi Party Conversations on page 37 To respond to an IM wh
34. ered on the server Today lf enabled access your calendar items for the day Directly dial into conferences if your calendar event has a phone number Settings Access the following settings and advanced options a Preferences Set your preferences for Call Handling Data and Call Routing Presence IM Voicemail and Calendar Advanced Seittings View your mobile device s configuration access settings for Calendar Communicator Setup Provisioning and Troubleshooting Help Get help watch tutorial videos and see version information about Mobility Client For more information see Getting Help on page 54 The following table lists the Mobility Client icons Table 1 Mobility Client Icons icon Name Mobility Application Description You have installed the Mobility application Enterprise Services Your mobile device can use enterprise services such as directory query Enterprise VoIP Your device can make VoIP calls using the enterprise Wi Fi network Not Registered Wi Fi Call Your device can make VoIP calls using the enterprise Wi Fi network VoIP Call over Cellular Data Your device can make VoIP calls using the cellular data network Call You have an active call Instant Message You have an active instant message Personal Dial aC 2 F a 2 a ShoreTel Mobility User s Guide Personal Dial mode is on and active Version 7 1
35. eseeneees 46 Searching the Corporate Directory aussiron naaa ai 46 Viewing Directory Search User Information cceccccececeeeeeeeeeeeeeseeeneesecaeeeeaaeees 47 Placing a Gall Using Directory Seach saiecciciasactanendagis secvioceecateidcadeemsniegertecidagaraecis 47 Adding a Directory Search Match to Contacts ccccdisicccesccconensassssnescnccinicatendaaiarsancads 47 ES TING Ira ss is AE rowan A saa A sida taiy 48 ie TUS et ONS sec oscassanctmncradcsnuunvanoacctneiiaeactuuciadesnae ndruseepediadence Oudregaesataeeeeates 48 Version 7 1 ShoreTel Mobility User s Guide 45 Using the Corporate Directory outside of the Enterprise You can use the following networks to search the corporate directory when outside of the office Cellular data network Use the data network of your cellular service provider to access the corporate directory The network depends on your service provider and the networks your mobile device supports If you search the corporate directory using a cellular data network you may incur data charges as described in your service plan For information about your mobile device and cellular service plan contact your cellular service provider or your system administrator Wi Fi network outside of the enterprise If you can establish a connection to a Wi Fi network with your mobile device you can search the corporate directory For information about how to set up your mobile device to access Secure Enterprise Services s
36. his authentication Complete the following steps to enable Presence From the keypad touch your connection status icon in the upper right Alternately you can select the menu button in the upper left of the main screen to open the ShoreTel menu and then touch Settings gt Preferences gt Presence IM Verify that Presence is set to On The Presence User Name can differ from the name used to provision the device For example if someone borrows your device touch Presence User Name and enter that person s Presence user name To find out your Buddies s current status on the network from the main ShoreTel options menu touch Buddies Setting Presence Status Set your Presence status so your buddies can see your availability as follows 1 Touch your own Presence icon at the top of the ShoreTel main menu to open the Common Settings menu 2 Touch Availability to set your status Note 2 Depending on the status you choose the indicator next to your buddy name changes Setting Location On your primary device set your location to allow your buddies to view your location status as follows Version 7 1 ShoreTel Mobility User s Guide 31 1 Touch your own Presence icon at the top of the ShoreTel main menu to open the Common Settings menu 2 Touch Location to set your location Note 2 Depending on the status you choose the indicator next to your name changes Editing the Presence Message On your primary device
37. ile on a call 1 2 While in a call a pop up appears if you receive an IM Select Close or View 38 ShoreTel Mobility User s Guide Version 7 1 Note cA To turn on or change the vibration setting touch Settings gt Preferences gt Presence IM gt IM Notification Vibrate IM Sessions During an IM session you can view active IMs as follows 1 Touch a conversation to open it From the ShoreTel options menu select Messages 2 Touch Edit to display options for the IM 3 Touch the red minus sign to display the Delete button 4 Touch the Delete button to close and delete the conversation Logging In Out Log off of the Presence server as follows 1 From the ShoreTel Mobility options menu touch Settings gt Preferences gt Presence IM 2 Touch Presence to turn it OFF Log on to the Presence server as follows 1 From the ShoreTel Mobility options menu touch Settings gt Preferences gt Presence IM 2 Touch Presence to turn it ON Sending Email to a Buddy First configure your mobile device s email settings if you have not already done so Then send an email to a buddy as follows 1 From the ShoreTel Mobility options menu touch Buddies 2 Touch the blue arrow to the right of your buddy s name to view details If your buddy has an email address registered on the server it appears in their buddy details 3 Touch your buddy s email address to display to open your mobile device s email ap
38. mes appear For example entering joe displays all users with first name or last name that start with this string Viewing Directory Search User Information If your search finds a match you see any associated information that a user has chosen to display in the corporate directory for example home number or personal cell number The contact information that is listed depends on the information that is in the corporate directory For example if a person does not enter a home phone number in the corporate directory you do not see a home phone number for that person in the additional contact information To see more details about a search results match 1 From the list of Directory Search matches scroll to the person s name 2 Touch the name to see more details The information you see for each person depends on what information the person has registered on the enterprise server Placing a Call Using Directory Search You can call a person in the directory search match list using the contact information from the list instead of manually dialing the person s phone number To place a call using a directory search match 1 From the search results select the person to see their details including the numbers they have registered on the server 2 Touch a number to call it Adding a Directory Search Match to Contacts You can add contact information from any directory search match to your mobile device s local contact
39. n the Mobile Number field The Enterprise Extension and Enterprise Full Number fields are populated from the ShoreTel Mobility Router Select Next Read the Provisioning message and select OK to automatically exit the ShoreTel Mobility Client application Updating to the Latest ShoreTel Mobility Client New updates appear in iTunes or the App Store when they become available Update your ShoreTel Mobility Client when you see an alert on your screen Version 7 1 ShoreTel Mobility User s Guide 13 Note 2 If you see the following error message update your Client to a newer version Provisioning Error Your account is prohibited to add device with old Client Version below 6 0 To update your Client check the app store or iTunes to find the latest version Uninstalling the ShoreTel Mobility Client You can uninstall the ShoreTel Mobility Client as follows 1 From the Home screen touch and hold the ShoreTel Mobility Client An X appears next to the application 2 Touch X next to the ShoreTel Mobility Client application You see a popup warning about deleting the application 3 Touch Delete to remove the application Using Your Mobile Device with the ShoreTel Dock If you have a ShoreTel Dock when you insert your mobile device into it the ShoreTel Mobility Client automatically opens and uses the dock s connections and speakers If you insert your mobile device into the dock but you do not have the Client
40. ng notifications for new IMs 1 Select the menu button in the upper left of the main screen to open the ShoreTel menu 2 Select Settings gt Preferences gt Presence IM 3 Toggle New IM Notifications to On 4 Optionally toggle IM Notification Sound to ON if you want to be alerted about new IMs with a sound Enabling IM Preview 1 Select the menu button in the upper left of the main screen to open the ShoreTel menu 2 Select Settings gt Preferences gt Presence IM 3 Toggle Message Preview to On Starting a Conversation To start an IM conversation 1 From your buddy list touch a buddy to open a chat window You can also touch Messages from the ShoreTel options menu to continue a previous conversation 2 Type a message to the buddy and touch Send Replying to an IM When you receive an IM the message pops up on your device s screen and the cursor flashes in the IM text field Reply to an IM as follows 36 ShoreTel Mobility User s Guide Version 7 1 m Type your message and touch Send to send it Open and Close Instant Message Conversations You can open previous conversations to continue them From the ShoreTel options menu touch Messages to view all of your previous and current IM conversations Touch a conversation to open it and continue it if you want m When you are finished touch Messages to return to your messages list Starting Multi Party Conversations You can add participants
41. nicator ShoreTel Mobility supports the following ShoreTel Communicator features when ShoreTel Communicator for Mobile is enabled Extension Assignment Provides a list of phone numbers that can be used as an alternate to a desk phone for incoming calls Visual Voice Mail Displays the number of voice mail messages and information such as date time and duration and allows you to listen to voice mail messages Call Handling Mode Changes the call handling mode on the ShoreTel Mobility client Enabling ShoreTel Communicator To enable ShoreTel Communicator when your Communicator credentials are different from your ShoreTel Mobility credentials refer to Changing ShoreTel Communicator Settings on page 53 In most cases your ShoreTel Communicator and Presence server s user name and password are the same enabling Communicator to automatically log on Configuring Extension Assignment Version 7 1 The active Extension Assignment EA is an alternate phone number you can use to answer calls coming into the ShoreTel extension For example set EA as your home phone number to route all incoming calls to the ShoreTel extension to your home phone When the EA is set to something other than your desk phone the desk phone displays Anonymous on the screen Calls placed from the desk phone in this state show Caller ID unknown on the called party s display since it is no longer assigned to you ShoreTel Mobility User s Guide
42. ns folder Connect your iPhone to your computer From iTunes select the iPhone device in the left pane Click on the Applications tab Check the Sync Applications box Check the ShoreTel box Click Apply The ShoreTel Mobility Client downloads to your iPhone Check your iPhone applications to verify that the ShoreTel Mobility Client has synced and downloaded correctly Selecting a Notification Type Set up how the ShoreTel Client application uses your phone s notifications Refer to your iPhone documentation for more information regarding notification types 1 2 From the Home screen select Settings gt Notifications Select the ShoreTel application Select the notification type you want From your mobile device on site If you are on site at your company select the link in the email message to go directly to a web page which guides you through downloading and installing the client From your mobile device remotely Copy and paste the link from the email message into your mobile device s browser to go to a web site for instructions From acomputer lf you are reading the email message on your computer use a QR code reader app on your mobile device to scan the QR code in the email message You can download a free QR code reader app from the your mobile phone s app store 12 ShoreTel Mobility User s Guide Version 7 1 Reprovisioning If you have the ShoreTel Mobility Client running on a device an
43. o place a call directly over the cellular network not routed through the enterprise and use your mobile device s phone number as the caller ID For example if your enterprise phone number is 919 8000 this number is used as the caller ID when you make phone calls that are used in Business Dial mode If the phone number of your cell phone is 555 4442 when you place a call with Personal Dial enabled the caller ID used is 555 4442 and the call is directly placed over the cellular network 2 Note Personal Dial mode stays on until you select Business Dial again Enabling Disabling Personal Dial Business Dial is the default mode To enable Personal Dial enter the number you want to dial and then touch the icon in the lower left corner In the popup menu select Personal Dial You can also touch your extension in the icon bar at the top to open Common Settings and set Personal Mode to ON After enabling Personal Mode you can place a call as you normally would Personal Dial mode stays on until you switch it off Using Contacts and Recents to Place Calls from the ShoreTel Mobility Client You can use the Contacts and Recents on your mobile device with the ShoreTel application Using Contacts to Place Calls 1 From the application main menu select Contacts Fa Note Refer to your iPhone documentation for instructions on how to sync groups from other sources including email and enable those groups so that they display on this screen
44. ot Disturb or select More gt Settings gt Call Settings gt Do Not Disturb To go back to allowing incoming calls to ring the device touch DND on the dialer to display your extension number or select More gt Settings gt Call Settings to turn DND off You can also use other apps on your mobile phone while on a call Just touch the Home key to put the ShoreTel Mobility Client into the background To return to your call when you are done touch the bar at the top of your screen ShoreTel Mobility User s Guide Version 7 1 To forward calls a For information about switching between calls see Changing Call Handling Preferences on page 50 Receiving a Call while Paired with a Bluetooth Device When you pair a Bluetooth device after you touch Answer a pop up message appears showing the names of the available devices Select your audio device name to continue If you do not select anything the default device is used The message window closes after five seconds Placing Calls Place a call by using the keypad to enter numbers or by selecting a contact from your contacts buddies list or recent calls If you are using the Mobility Client application to make a call over the cellular network the call is initially routed to the enterprise before being placed to the number you are calling Refer to Changing Data and Call Routing Preferences on page 51 for details The following types of calls are not routed through the enterpri
45. outing incoming calls Visual Voice Mail Displays the number of voice mail messages in the 2 voice mailbox and displays textual information of messages such as date time and duration Call Handling Mode Changes the call handling mode on the ShoreTel oe Mobility client 1 Select the menu button in the upper left of the main screen and then touch Settings gt Advanced gt Communicator 2 Toggle Enable to On 3 Enter the Communicator User Name This is the user name assigned to your Enterprise extension in Communicator for Mobile Troubleshooting Your mobile device can collect logs while making and receiving calls If a problem occurs you can upload the logs along with a short description of the problem to the Mobility Router for evaluation You need a Wi Fi or cellular data connection to upload troubleshooting logs Alternately you can email logs to ShoreTel Customer Support 1 Select the menu button in the upper left of the main screen and then touch Settings gt Advanced gt Troubleshooting Set Enable Logging ON Touch Upload Optionally enter a brief description of the nature of the error in the Subject field and then touch Send to upload the log Select Delete to clear the log and return to the Debug Options screen Note If the upload fails touch Send log via email instead Getting Help The ShoreTel Mobility Client has help topics and tutorials available to help you if you have questions
46. oy You cannot make a conference call using the cellular network To make a conference call 1 Place a call to one of the conference call members 2 While the call is active touch Add This call is put on hold 3 Use the keypad to enter the number of the other conference call member or select a Contact Buddy Favorite or Recent Select Merge calls 4 Select End Call to end the session Version 7 1 ShoreTel Mobility User s Guide 25 Changing the Network While on an Active Call You can set the default network used to place and receive calls using the Network Preferences tab Refer to Changing Data and Call Routing Preferences on page 51 for more information Changing from Wi Fi to Cellular After placing or receiving a call on Wi Fi touch Handover The call is moved to the cellular network The dialer application appears Note FA If your call fails to connect more than once due to a weak connection you are prompted to switch back to Wi Fi Changing from Cellular to Wi Fi 1 After placing or receiving a call on the cellular network and with a Wi Fi network available double tap the Home button or select the Home button gt ShoreTel The green bar at the top of the screen indicates a call is in progress 2 Select Handover The call is moved to the Wi Fi network The green bar is replaced by the application bar Note A If your call fails to connect more than once due to a weak connection you are prompted to switch
47. p so you can begin typing your message Send the message as you normally would Version 7 1 ShoreTel Mobility User s Guide 39 Calling a Buddy Call a buddy s cellular or enterprise device as follows 1 From the Shoretel Mobility options menu touch Buddies 2 Touch the blue arrow next to a buddy s name to view details 3 If your buddy has numbers configured on the server you can touch work home or cell to call that number Calling a Buddy While On Another Call You can call a buddy while on another call The first call is placed on hold when you call the second party You do not need to manually place the first call on hold To call a buddy when already on a call 1 Touch Add Call gt Buddies 2 Select a buddy to view details 3 If your buddy has numbers configured on the server you can touch work home or cell to call that number 40 ShoreTel Mobility User s Guide Version 7 1 CHAPTER Secure Remote Access Depending on how your account is configured you may have access to the following secure remote access features Secure Remote Voice if licensed You can securely place and receive calls using a Wi Fi or VoIP over cellular data network outside of the enterprise Secure Remote Voice uses Secure Sockets Layer SSL to ensure that your calls are secure You can use Secure Remote Voice from home or any location with data connection and have access to enterprise and desk phone features just as you do when
48. r data and cellular roaming For more information see Changing Data and Call Routing Preferences on page 51 Presence IM Set your Presence so your buddies can find you Also set your IM notifications For more information see Changing Presence Instant Message Settings on page 52 Voicemail Set or verify your enterprise and cellular voice mail numbers Calendar lf enabled you can select a conference phone number in your daily calendar to directly call into a conference For more information see Appendix A Dialing from a Meeting Invitation Calendar Appointment or Email Location based service Select On to allow your geographical location to be identified Select On for Auto Detect Location to allow your location to be automatically detected If Off you can choose to manually enter your location Changing Call Handling Preferences You can change ShoreTel Mobility call settings Select the menu button in the upper left of the main screen and then touch Settings gt Preferences gt Call Handling and then choose from the following options Specify Do Not Disturb Select ON to set your desk phone rings but your mobile device does not ring when you have an incoming call Select OFF to revert to allowing incoming calls to ring your device Personal Mode Place calls directly over the cellular network not routed through the enterprise and use your mobile device s phone number as the caller ID Forward call to voice mail
49. r mobile device automatically connects to the Wi Fi network and attempts to register for Secure Enterprise Services 42 ShoreTel Mobility User s Guide Version 7 1 You can securely access enterprise services such as directory search and the enterprise voice mail indicator when you see the following Secure Enterprise Services icon g Secure Enterprise Services Version 7 1 ShoreTel Mobility User s Guide 43 44 ShoreTel Mobility User s Guide Version 7 1 CHAPTER Searching for People Places and Things The ShoreTel Mobility Client allows you to search the corporate directory from your mobile device when connected to the enterprise Wi Fi network You can search the corporate directory if your company uses an LDAP based corporate enterprise directory server and your system administrator has configured the ShoreTel Mobility Router to search that directory server If you are outside the enterprise Wi Fi network you can search the corporate directory only if your system administrator has configured your ShoreTel Mobility user account to access enterprise services using a cellular data network Searching the corporate directory using a remote Wi Fi or cellular data network is a secure transaction This chapter contains the following sections Using the Corporate Directory outside of the Enterprise ccccssccccssssseeeesesnaees 46 Searching Buddies IM History and MOre cc ccececeeceenececeeeeeeeeeaeeeeeeeeseaa
50. r s Guide Shore Tel Mobility Router 6000 Hardware Installation Guide Shore Tel Mobility Router 4000 Hardware Installation Guide Shore Tel Mobility Router 2000 Hardware Installation Guide ShoreTel Mobility Quick Reference Card Features ShoreTel Mobility Quick Reference Card Installation Online Knowledgebase Version 7 1 The ShoreTel online knowledge base provides more information about the current release or to resolve issues with the ShoreTel system This password protected online database is available for authorized users through the ShoreTel support site at http support shoretel com ShoreTel Mobility User s Guide vi Version 7 1 CHAPTER Installing the ShoreTel Mobility Client Application After you install the ShoreTel Mobility Client application use it as your dialer screen instead of your phone s dialer With the ShoreTel Mobility Client you can make and receive calls view your call history open Contacts use Bluetooth and speed dialing and also use enterprise telephony features such as conferencing or forwarding or enterprise directory lookup of contacts Note Handover from Wi Fi to the cellular network and from the cellular network to Wi Fi is not supported on the iPod touch Some versions of the iPod touch do not have a microphone so you need a headset for voice communications on these devices If you pair a Bluetooth device your device automatically uses the Bluetooth device Unpair the Bluetooth devi
51. s To add a Directory Search match to your contacts 1 From the list of directory search matches touch the person that you want to add to your contacts 2 Select Add to Contacts Version 7 1 ShoreTel Mobility User s Guide 47 3 Scroll the bottom of the contact information and touch either Create New Contact or Add to Existing Contact if you already have a different entry for that person Creating a Favorite To add a contact to your list of Favorites 1 From the ShoreTel Mobility options menu touch Favorites 2 Touch the at the top right to add a favorite 3 Select a contact or use the search field to search for a contact Select the contact to add to the Favorites list Deleting a Favorite To delete a contact from your list of Favorites 1 From the ShoreTel Mobility options menu touch Favorites 2 Swipe across the favorite s name to see the Delete button Select the button to delete the favorite 48 ShoreTel Mobility User s Guide Version 7 1 CHAPTER ShoreTel Mobility Client Settings You can modify preferences and advanced ShoreTel Mobility Client settings This chapter contains the following sections hangra SOMO BSW iiecesteser seach tina de are iap N 49 Changing Proleg Sannia aa ne a aaa 50 Changing Advanced Setinggi nisoria E a Ar raa 52 Gone an E A naan ies 54 Changing Common Settings Version 7 1 You can view some of the most commonly used settings by touching your Presence icon at the
52. se Direct call number defined in the Mobility Router s dial plan for example 411 Calls with numbers starting with an asterisk or the pound sign for example 646 to check remaining cellular plan minutes Emergency calls Refer to Making Emergency Calls on page 27 for specific information about placing an emergency call and the conditions under which these calls are allowed Complete the following steps to make a call 1 From the keypad screen enter the phone number you want to call 2 Touch the Call key or touch the Call Using key to the left of the Call key to select how you want to place the call over Wi Fi Cellular Voice or Personal Dial for this call only Placing an Active Call on Hold To place an active call on hold 1 Select Hold 2 To make the call active again select Hold again Version 7 1 ShoreTel Mobility User s Guide 21 Placing a Call While on an Active Call To make another call while on an active call 1 Select Add call The keypad opens 2 Enter the new number and select Call Tip Y To return to the first call without adding a new call select the red Touch to return to call bar at the top of the screen Note cA If you are on a call using the enterprise network and enter a direct call number as defined in the Mobility Router s dial plan for example 411 or a phone number that starts with an asterisk or pound sign the call on the enterprise network is dropped
53. ssages to BuddieS 00 0 c cen eens 35 Logging IMOT 2ccesdawan ede ME Pid Ga bade Sede ee Med a ean haba 39 Sending Email to a Buddy uaaa cette tenes 39 Calling a Buddy pianie aaa ee dae tage eee nade Pe een iala ee hanes 40 Secure Remote AcCeSS 6 ics esses peewee we ee ew ee 41 Betore YOu Begi eers seated ie wie hw eta el aie id are ahs werd eh ee ae ee 41 Verifying that Secure Remote Voice Is Enabled 0 0 0 0 cece eens 42 Verifying that Secure Enterprise Services Are Enabled 0 0 0 n eee eae 42 Searching for People Places and ThingS 00eeeeeeeeuee 45 Using the Corporate Directory outside of the Enterprise 0 000 46 Searching Buddies IM History and More 000 cece eee eee 46 Searching the Corporate Directory 00 cect tees 46 Creating a Favorite 0 tenet nee 48 Deleting a Favorite 2 teens 48 ShoreTel Mobility Client Settings 0 cee eee eee 49 Changing Common Settings aaaea cee tenes 49 Changing Preferences 0 00 0 cece tetas 50 Changing Advanced Settings 00 0 e cette eee 52 Getting Help sn 22ceeeecg i eetu sug e ieee baer bigs eeeaiwe io baa eee wen eee cies 54 Dialing from a Meeting Invitation Calendar Appointment or Email 57 Enabling Calendar Conference Dialing 0 000 cece eee eee 57 Dialing From a Calendar Event 0 00 cece tte eee 58 Dialing From an Email Message
54. tewart Drive Sunnyvale California 94085 USA 1 408 331 3300 1 408 331 3333 fax www shoretel com ii ShoreTel Mobility User s Guide Version 7 1 Table of Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 Version 7 1 About This Book reper atr EAEE Er Pee whee ace ne eas Pee EENS v Online Knowledgebase sun anana a tte eee vi Installing the ShoreTel Mobility Client Application 9 Before You Begi errors isar saaa deo eae we ba EN AE E NAA RA 10 Connecting to a Wi Fi Network 0 0000 tte tenes 10 Installing amp Provisioning the ShoreTel Mobility Client 20 0 00 eee eee 10 REprovisSioning serere nka pia peed bs OR GA Re bees OW as bad ee heehee Ys 13 Updating to the Latest ShoreTel Mobility Client 0 0 00 cece eee 13 Uninstalling the ShoreTel Mobility Client 0 00000 cece 14 Using Your Mobile Device with the ShoreTel Dock 000 cece eee eee 14 Getting Started i sesers nani se ah wee ee a Re Re Se SAS ek a Ree 15 The Mobility Client Application User Interface 0 0 eens 15 Exiting The Mobility Client 0 0 00 00 c ttt eee 17 Managing Calls iid cite i tae eua a a coor eee a 19 Receiving Calls ceva sieve agen teed snot tate eee adie a eae E Rie eR eae eR 19 Placing Call otic sa aaa sted aneee coer sewed wees Lae a E Bo a ana tes eek ee x 21 Using Personal Dial Dual Persona Mode 0 0 c eee eee 22 Using Cont
55. th your System Administrator for more information However no matter what the ShoreTel Mobility Router s settings are if you are on the cellular network and coverage is detected the application uses this method to make emergency calls WARNING If Enable Emergency calls over VoIP is not set disabled on the ShoreTel Mobility Router and your mobile device cannot access the cellular network you cannot make emergency calls If you are on a call using the enterprise Wi Fi network and make a call to an emergency number the non emergency call is dropped On GSM devices you can also make emergency calls even if there is no SIM card in the mobile device if your cellular service provider supports this feature ShoreTel Mobility User s Guide 27 28 ShoreTel Mobility User s Guide Version 7 1 Version 7 1 CHAPTER After installing the ShoreTel Mobility application if Presence is enabled your mobile device shows your status and location as well as the presence of your buddies who are configured in the enterprise and registered on the server Your Presence is automatically updated for example if you are available in a meeting or traveling and so on This chapter contains the following sections Prosonto CONS ets ccsserste cat saiserccotennicnasd aiae bn an a Aaa 30 FUND Frocan oiui SE E Gia ad do Sansui E 31 Senno Pesene Aa Suaa e A 31 Senna LOCS O a A NN 31 Editing the Presence Message oe oclscccceeccxsiuecessixdiane ssix
56. tion Contacts see your published contact information including work home mobile and other phone numbers Team Workgroup Contacts see your published work and mobile phone numbers Company Colleagues Contacts see your work contact information If you have Outlook 2003 or later and Office Communicator 2007 installed Office Communicator can gather calendar and other Outlook related information and provide the information to Communicator Web Access for display in the contact card Public External Contacts Contacts see your name email address title company and your status Blocked Blocked Contacts Contacts cannot send you instant messages and they can only see your name and e mail address Your status appears as offline Note 2 Depending on the configuration of your mobile device and server you might see different options from the following examples Complete the following steps to change a buddy s access level 1 From your buddy list open the buddy s details by touching the blue arrow icon to the far right of a buddy s name Version 7 1 ShoreTel Mobility User s Guide 33 2 Touch Access and then set the appropriate access level Viewing Buddy Details F You can view buddy status location and contact information as follows Note Depending on the configuration of your mobile device and server you might see different options from the following
57. tom Call Handling Mode To specify the current Call Handling Mode 1 From the ShoreTel Mobility options menu select Settings gt Preferences gt Call Handling 2 Select the mode you want A check mark indicates your current mode Note cA Selecting Out of Office sends all calls directly to voice mail without ringing your phone Version 7 1 ShoreTel Mobility User s Guide 63 64 ShoreTel Mobility User s Guide Version 7 1
58. ubesnseexnsuusdedacculsadaniuesestinounauusncen 32 Adding and Deleting Buddies sessscicceiessetasacdettprinsesindasaeinndvendsbatptansesintaacetindeesed 32 Setting Buddy s Access Levels A tes 33 TON EO DOUI S a 34 Goring he Bundy Liskin aE a A AE OOA eiaa 34 eA LINC Groups p Buddi Sasainn inoaii ia a aa aA vais 34 Adomo a Buddy toa Grossa iE e inia 35 Sending Instant Messages to Buddies ssiriiiisiriicniniin eaaa 35 Loodna MORO egoana a a Ea EA A 39 Sendang Email a BUQA secioni iara EE A 39 CANE a BUN Y ua N NN 40 ShoreTel Mobility User s Guide Presence and Instant Message 29 Presence Icons The following table shows Presence status icons Table 2 Status Description Description icon Available Busy Unavailable Do Not Disturb In a Meeting On a Call Unknown The following table describes location icons Table 3 Location Description Description icon Home ie Work i On the Road A Custom Q l 30 ShoreTel Mobility User s Guide Version 7 1 Enabling Presence Enable Presence to add or delete buddies create groups of buddies sort buddies as well as allow others in the network to view your location and your availability Note 2 When you enable Presence for the first time the application may prompt you to confirm your user name and password if your server user name differs from your Mobility Router user name Enter your credentials to resolve t
59. ue arrow to the right of a buddy to view details 2 Touch Groups and select the appropriate group or groups 3 Touch Save to continue or touch Cancel to return to the buddy s details without saving changes Assigning a Buddy to a Group using Edit Groups To assign a buddy to a group by editing the group 1 2 From the buddy list touch Edit in the upper right Touch Edit Groups at the bottom of the screen Select a group and touch Add Enter the name or email address of your buddy and touch Search When you see your buddy s name select it to add it to the group Sending Instant Messages to Buddies Use the Instant Message IM feature to chat with a buddy when Presence and IM are enabled Note FA To send an IM you need data connectivity to the Presence server For more information refer to Using Instant Message While on a Call on page 38 Also a buddy with the status of Do Not Disturb DND or Offline cannot receive IMs Version 7 1 ShoreTel Mobility User s Guide 35 Tip Y You can copy and paste IMs Touch and hold an IM to use your mobile device s copy and paste functions Viewing IM History To set how long to keep IMs 1 Select the menu button in the upper left of the main screen to open the ShoreTel menu 2 Select Settings gt Preferences gt Presence IM 3 Touch IM History then select the amount of time to keep IMs Enabling Disabling IM Notifications To enable disable receivi
60. vices 24 ShoreTel Mobility User s Guide Version 7 1 By default transferring a call to your desk phone transfers to your enterprise extension For more information see Changing Data and Call Routing Preferences on page 51 1 During the active call select Transfer The call is put on hold 2 Select Move to my other device or Transfer to someone else Select Move to my other device to transfer this call to your desk phone Note cA Depending on your IP PBX if you have more than one device the call rings all other devices You can answer any of these other devices including your desk phone Contact your ShoreTel Mobility administrator for details about your configuration Select Transfer to someone else to transfer this call to a contact Enter the contacts number or select Contacts and then the name of the contact from the list 3 To end the original call before transferring select End Call Transferring a Call While on the Cellular Network 1 To transfer a call while on a cellular call press the Home button 2 Touch the ShoreTel Mobility icon 3 Select Transfer and continue as in step 2 of Transferring Calls on page 24 Managing Conference Calls You can merge two VoIP calls into a conference You can start conference calls while connected to the enterprise Wi Fi network or while using the cellular network as long as the outgoing calls are routed through the enterprise and you are using Secure Remote Voice FA H

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