Specifications

Desktop Installation
18 – 14 ShoreTel, Inc.
Installing Automatic Call Handling
Although the ShoreWare Call Manager installation installs the components for
Microsoft Outlook integrated voice messaging, it does not install the components for
the Microsoft Outlook Automated Call Handing feature. You install these components
from the ShoreTel System control panel.
To install Automatic Call Handling:
Step 1 Right-click the ShoreWare Call Manager icon in the Windows taskbar
tray.
The ShoreTel menu appears.
Step 2 Click Configure ShoreTel System.
The ShoreTel System dialog box appears.
Step 3 In the ShoreTel System dialog box, click the Outlook tab.
Step 4 In the Call Handling field, click Install to install the Microsoft
components.
In some cases, a warning appears requesting that you close running
applications before continuing. Close the applications as requested.
1
The installation takes a few minutes to complete. Once started, it
cannot be interrupted.
NOTE Collaborative Data Objects or “CDO,” a component of
Microsoft Outlook, must be installed to use the automatic call
handling feature. Refer to documentation on Microsoft Outlook
for information on adding this component to your installation.
Memorized Phone Number Management
You have the option of importing Outlook contacts to the Call Manager Quick Dial
feature.
To set the option under Memorized Phone Number Management:
Step 1 In the Memorized Phone Number Management section, click Read
phone numbers from Outlook on startup option.
Step 2 If you want to exclude FAX numbers from the search, click Don't
include FAX numbers.
Step 3 If you want Outlook Contact to appear when you have an incoming
call, click Pop Outlook contacts on incoming call.
1. When the AutoCHM form is updated from one PCM release to another, it must be re-reg-
istered on a per-user basis. This registration cannot be done by the installer. It must be
done when each user logs onto PCM for the first time following an upgrade. The regis-
tration requires that Outlook be closed. Users can expect to see a dialog box advising
them to close Outlook if it is running at the time the registration is performed.