Specifications
Planning and System Design
3 – 4 ShoreTel, Inc.
Step 3 Determine the number of ports for fax machines and modems.
Step 4 If you are deploying IP phones, determine the number of telephones
that will be IP phones and the number that will be analog phones.
Note: Certain users will require access to certain features, such as an
operator needing a phone with programmable buttons. Therefore, you
should consider which type of functions each user will need in order to
select the most appropriate phone for that user.
See Chapter 2, “System Overview,” for information on ShorePhone
telephone types.
Step 5 Consider your needs for additional telephone ports for third-party
systems, including conference bridges and overhead paging systems.
See Chapter 8, “Telephone Planning and Ordering,” for more
information about selecting telephones.
Step 6 Determine the number of user licenses you need.
Each user on the system requires a user access license. The types of
user licenses are listed below:
• Extension and mailbox: Purchase of this license entitles the user to
be assigned to both a physical extension and a ShoreTel voice mail-
box.
• Extension-only: Purchase of this license entitles the user to be
assigned to a physical extension, either via explicit assignment or
via Office Anywhere.
• Mailbox-only: Purchase of this license allows entitles the user to be
assigned to a ShoreTel voice mailbox.
An Extension-only user license is required for each conference room
telephone, lobby telephone, fax machine, modem, and SoftPhone user.
Each port on a ShoreTel Conference Bridge also requires a user license.
However, a user access license is not required for trunks and
anonymous telephones.
For more information about user licenses, see Chapter 18, “Desktop
Installation.”
Step 7 Fill in the telephone section of the Telephone and Trunk Planning
Spreadsheet (Microsoft Excel Spreadsheet), shown in Figure 3-1.
The spreadsheet is available on the ShoreTel support web site for you to
use in determining your telephone and trunk requirements. You must
have Microsoft Excel to use this tool. If you are planning a multisite
implementation, complete a telephone and trunk analysis for each site.










