ShoreTel Mobility User’s Guide for iPhone and iPod touch® Release 6.
Document and Software Copyrights Copyright © 1998-2012 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.
Contents 1 Installing the ShoreTel Mobility Client Application .............................. 1-1 Before You Begin ........................................................................................ 1-3 Connecting to a Wi-Fi Network ...................................................................... 1-3 Installing the ShoreTel Mobility Client ............................................................ 1-4 Provisioning Configuration Settings ..........................................................
5 Secure Remote Access ........................................................................ 5-1 Before You Begin ........................................................................................ 5-2 Verifying that Secure Remote Voice Is Enabled ............................................... 5-3 Verifying that Secure Enterprise Services Are Enabled ..................................... 5-3 6 Searching the Corporate Directory ......................................................
Preface This guide is written 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 the device in order to use this guide effectively. The following procedures may vary slightly depending upon device type. Documentation Overview This guide is documented as described in the following sections. Table P-1 In this Guide Chapter Version 6.
Documentation Conventions This guide uses the following advisory notices: IMPORTANT Indicates information that you need to pay special attention to. NOTE Indicates supplementary information. TIP Indicates a helpful tip.
Related Documentation Publications in the ShoreTel Mobility solution documentation suite include the following: ShoreTel Mobility Platform Support Guide ShoreTel Mobility Router Administrator’s Guide ShoreTel Mobility Router 6000 Hardware Installation Guide ShoreTel Mobility Router 4000 Hardware Installation Guide ShoreTel Mobility Router 2000 Hardware Installation Guide ShoreTel Mobility Quick Reference Card: Features ShoreTel Mobility Quick Reference Card: Installation Online K
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Installing the ShoreTel Mobility Client Application 1 1 The ShoreTel Mobility Client application is designed to become the primary dialer interface after installation. With the ShoreTel Mobility Client, you can make and receive calls and access other standard device features, such as your Log/Recent activity, Contacts, and advanced calling features like Bluetooth, speed dialing, in addition to enterprise telephony features, such as conferencing or forwarding or enterprise directory lookup of contacts.
1 Installing the ShoreTel Mobility Client Application This chapter provides instructions about how to install the ShoreTel Mobility Client and contains the following sections: “Before You Begin” on page 1-3 “Connecting to a Wi-Fi Network” on page 1-3 “Installing the ShoreTel Mobility Client” on page 1-4 “Reprovisioning After Initial Installation” on page 1-8 “Updating to the Latest ShoreTel Mobility Client” on page 1-9 “Uninstalling the ShoreTel Mobility Client” on page 1-10 IMPORTA
Installing the ShoreTel Mobility Client Application Connecting to a Wi-Fi Network 1.1 1 Before You Begin Ensure you have the following information and settings established before you install the ShoreTel Mobility Client: A data connection (Wi-Fi or cellular data). For more information on Wi-Fi connections, see “Connecting to a Wi-Fi Network”. If applicable, your credentials (used for authentication) for the Wi-Fi access point.
1 Installing the ShoreTel Mobility Client Application Installing the ShoreTel Mobility Client To set up a Wi-Fi access point on your mobile device, use the following procedure. For more information about setting up a Wi-Fi access point, refer to the documentation for your device. Complete the following steps to set up a Wi-Fi access point on your mobile device: 1.3 1 From the Home screen, select Settings > Wi-Fi. 2 Select the network you want to set up an access point for.
Installing the ShoreTel Mobility Client Application Installing the ShoreTel Mobility Client 1.3.1 Store 1 Downloading ShoreTel Mobility Client via the App Complete the following steps 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. 1.3.
1 1.4 Installing the ShoreTel Mobility Client Application Provisioning Configuration Settings Provisioning Configuration Settings IMPORTANT Before proceeding with the provisioning procedure, make sure that you know your mobile phone number: This information is required. From the iPhone Home screen, select Settings > Phone to see your phone number. IMPORTANT Make sure that the device is connected to a Wi-Fi network prior to proceeding.
Installing the ShoreTel Mobility Client Application Provisioning Configuration Settings 1 Fill in the phone number of the iPhone in the Mobile Number field. The Enterprise Extension and Enterprise Full Number fields are populated from the ShoreTel Mobility Router. 9 Select Next. 10 Read the Provisioning message, and select OK to automatically exit the ShoreTel Mobility Client application. 11 Select the ShoreTel Mobility Client from the iPhone Home screen to launch the application.
1 1.5 Installing the ShoreTel Mobility Client Application Reprovisioning After Initial Installation Reprovisioning After Initial Installation After installing the ShoreTel Mobility Client, you can reprovision the mobile device. Reprovisioning is required if you get a new mobile device or if your ShoreTel Mobility user account gets deleted from the Mobility Router. You can reprovision your mobile device when it is connected to a Wi-Fi network.
Installing the ShoreTel Mobility Client Application Updating to the Latest ShoreTel Mobility Client 1 1.6 Updating to the Latest ShoreTel Mobility Client New updates display in iTunes or the AppStore when they become available. Update your ShoreTel Mobility Client when this alert displays. Version 6.
1 1.7 Installing the ShoreTel Mobility Client Application Uninstalling the ShoreTel Mobility Client Uninstalling the ShoreTel Mobility Client To uninstall the ShoreTel Mobility Client: 1 From the Home screen, select and hold the ShoreTel Mobility Client. An “x” displays next to the application to indicate “delete”. 2 Select the “x” next to the ShoreTel Mobility Client application to display a popup warning. 3 Select Delete in the popup warning to remove the application.
2 Getting Started 2 The Mobility Client integrates your mobile device with other phones, such as your desk phone. Mobility enables you to use your mobile device to make and receive calls or send and receive instant messages, as well as utilize enterprise telephony features, such as conferencing or forwarding or enterprise directory lookup of contacts. Before configuring Mobility Client, read this chapter to familiarize yourself with how Mobility Client is integrated with your mobile device.
2 2.1 Getting Started The Mobility Client Application User Interface The Mobility Client Application User Interface The following illustration shows the Mobility Client-specific components of the phone screen: Mobility Client top level screen Your Extension Wi-Fi icon Enterprise Services icon VoIP Registration icon Called Extension Mobility Client in-call screen 2-2 ShoreTel Mobility User’s Guide Version 6.
Getting Started The Mobility Client Application User Interface 2 NOTE The presence of the VoIP registration icon indicates that VoIP is available but does not guarantee that all calls are made and received using the Wi-Fi or cellular data networks.When the Mobility Client is active, the following options display at the bottom of the screen: Keypad—Launch the application dialer to make calls. Contacts—View the contact list. Recents—View the most recent activity in the call log.
2 Getting Started The Mobility Client Application User Interface Table 2-1 lists the Mobility Client icons.
Getting Started The Mobility Client Application User Interface Table 2-1 Icon Version 6.
2 2.2 2-6 Getting Started Exiting Mobility Client Exiting Mobility Client 1 Press the Home button to return to the Home screen. 2 Double-tap the Home screen to display the list of running applications: 3 Touch + Hold the ShoreTel application until it wiggles and the “—” sign displays. 4 Touch the “—”_sign on the ShoreTel application. 5 Touch the Home button twice to return to the Home screen. ShoreTel Mobility User’s Guide Version 6.
3 Managing Calls 3 Using the ShoreTel Mobility application, calls are managed the same way they are managed using the phone’s dialer. For example, 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 ad-hoc conference calls. This chapter contains the following sections: Version 6.
3 3.1 Managing Calls Receiving Calls Receiving Calls The application icon displays when there is an incoming call. In addition, an icon indicating whether the call is a VoIP or cellular call displays, as well as the in-call options available when the application is enabled. These options may vary from the native dialer options. The following options are available for an incoming call: Answer—Press the green Answer key. Ignore—Press the red Decline key.
Managing Calls Receiving Calls 3 NOTE If receiving a call while the application is running in the background, the following notification appears. From the notification you can: Version 6.0 Answer—The call is immediately answered and the in-call options appear. Close—The call is ignored and placed into your call log as a missed call.
3 Managing Calls Receiving Calls NOTE If receiving a call while the device is locked: 3-4 Answer—Select Slide to Answer. If appropriate, enter your password. The call is immediately answered and the in-call options appear. Ignore—Press the top On/Off (Sleep/Wake) button. The call is ignored and placed into your call log as a missed call. ShoreTel Mobility User’s Guide Version 6.
Managing Calls Receiving Calls 3 3.1.1 Accepting or Declining a Call While on Another Call While on a call, the screen and call waiting tone 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.
3 Managing Calls Receiving Calls 3.1.2 Receiving a Call while Paired with a Bluetooth Device When a Bluetooth device is paired, the following popup displays after Answer is selected. Select an audio device to continue. If nothing is selected, the default device is used. The dialog exits after five seconds. NOTE PLT_M1100 in the example above is a sample Bluetooth device name. 3-6 ShoreTel Mobility User’s Guide Version 6.
Managing Calls Placing Calls 3.2 3 Placing Calls Launch the application and proceed as you typically do to make a call. You can also use the mobile device’s Contacts and Recents lists to make calls. If you are using the 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 Network Settings” on page 7-3 for information about selecting the cellular network.
3 Managing Calls Placing Calls 3.2.2 Placing a Call While on an Active Call To make another call while on an active call: 1 Select add call. The keypad displays. 2 Enter the new number. Select Call. 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.
Managing Calls Placing Calls 3 Placing a Call while Paired with a Bluetooth Device When a Bluetooth device is paired, the following popup displays after Call is selected. Select an audio device to continue. If nothing is selected, the default device is used. The dialog exits after five seconds. NOTE PLT_M1100 in the example above is a sample Bluetooth device name. 3.2.3 Ending an Active Call Select End Call to end an active call. Version 6.
3 Managing Calls Using Contacts and Recents to Place Calls from the ShoreTel Mobility Client 3.3 Using Contacts and Recents to Place Calls from the ShoreTel Mobility Client You can use the Contacts and Recents on your mobile device in conjunction with the ShoreTel application. 3.3.1 Using Contacts to Place Calls 1 From the application main menu, select Contacts.
Managing Calls Using the Speaker 3.4 3 Using the Speaker While you are on an active call, select Speaker to use the phone in hands-free mode. IMPORTANT Do not hold the mobile device to your ear while the Speaker is activated. Version 6.0 To activate the loudspeaker, select Speaker. To deactivate the Speaker, select Speaker again and hold the device to your ear as normal.
3 3.5 Managing Calls Muting a Call Muting a Call While you are on an active call, you can mute your line so that the other party cannot hear you. 3-12 To mute an active call, select mute. To unmute an active call, select mute again. ShoreTel Mobility User’s Guide Version 6.
Managing Calls Switching Between Calls 3.6 3 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 and move out of range of the enterprise Wi-Fi network, when the handoff from the wireless to cellular network occurs, the call that is on hold is dropped. Version 6.
3 3.7 Managing Calls Transferring Calls 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 devices. By default, transferring a call to your desk phone transfers to your enterprise extension. For more information, see “Changing Call Settings” on page 7-5. 1 During the active call, select Transfer. The call is put on hold. 2 Select To Other Device or To Contact.
Managing Calls Managing Conference Calls 3.8 3 Managing Conference Calls Two VoIP calls can be merged into a conference. NOTE Conference Calls are not supported on the Cellular network. You can originate 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.
3 Managing Calls Changing the Network Used While on an Active Call 3.9 Changing the Network Used While on an Active Call The default network used to place and receive calls is set using the Network Preferences tab. Refer to “Changing Network Settings” on page 7-3 for more information. 3.9.1 Changing Network While on Wi-Fi Call After placing or receiving a call on Wi-Fi or cellular data, select Handover. The call is moved to the Cellular network. The phone application displays. 3.9.
Managing Calls Accessing Voice Mail 3 3.10 Accessing Voice Mail You can access enterprise (corporate) voice mail from your mobile device: NOTE If ShoreTel Communicator features are enabled, refer to “Using Visual Voice Mail” on page B-II 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. Refer to “Enabling ShoreTel Communicator” on page B-I for information about enabling ShoreTel Communicator.
3 Managing Calls Making Emergency Calls 3.11 Making Emergency Calls To make a call to an emergency number, dial the emergency number as you normally would. Calls placed to emergency numbers are not routed through the enterprise. NOTE If Enable Emergency calls over VoIP is set on the ShoreTel Mobility Router, active 911 calls can also be made over Wi-Fi/cellular data network. Check with your System Administrator for more information.
4 Presence and Instant Message 4 After installing the ShoreTel Mobility application, if Presence is enabled, the primary client interface on your mobile device displays your presence in the system, including your status and location, as well as the presence of others (aka “buddies”) configured in the enterprise and registered on the server. Presence is automatically adjusted and updated to the status set on the server, for example, if you are currently available, in a meeting, or traveling.
4 4.1 Presence and Instant Message Presence Icons Presence Icons The following table describes Status icons. Table 4-2 Status Description Description Icon Available Busy Unavailable Do Not Disturb In a Meeting On a Call Unknown Notification that you have been added to someone’s buddy list. 4-2 ShoreTel Mobility User’s Guide Version 6.
Presence and Instant Message Presence Icons 4 The following table describes location icons: Table 4-3 Location Description Description Icon Home Work On the Road Custom Version 6.
4 4.2 Presence and Instant Message Enabling Presence 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 When enabling presence for the first time, a popup may display asking to confirm your user name and password. This could occur if your server user name differs from your Mobility Router user name. Enter your credentials to resolve this authentication.
Presence and Instant Message Setting Presence Status 4.3 4 Setting Presence Status Setting presence status allows buddies to view your availability. Complete the following steps to set your status: Version 6.0 1 Select Buddies. 2 Select the status icon in the upper left corner. 3 Select a status from the popup list.
4 4.4 Presence and Instant Message Setting Location Setting Location On your primary device, set your location to allow other buddies to view your location status. Complete the following steps to set your location: 4-6 1 Select Buddies. 2 Select the location icon in the upper left corner. 3 Select a location from the popup list. ShoreTel Mobility User’s Guide Version 6.
Presence and Instant Message Editing the Presence Message 4.5 4 Editing the Presence Message On your primary device, set an outgoing note from you that is viewed by all buddies. Complete the following steps to edit your presence message: Version 6.0 1 Select Buddies. 2 Select the note. 3 Enter a message. 4 Select Save to continue and display the new outgoing message, or select Cancel to return to the presence window without saving changes.
4 4.6 Presence and Instant Message Adding and Deleting Buddies Adding and Deleting Buddies Use the Buddies function to add and delete buddies. 4.6.1 Adding Buddies 1 Touch the Options icon in the upper right corner. Presence options 2 Touch Organize Buddies. 3 Touch the “+” in the upper right corner. Add Buddy icon 4 In the Input buddy name, phone or email field, enter the first few characters of the buddy information as entered on the enterprise server. 5 Touch Search to continue.
Presence and Instant Message Adding and Deleting Buddies 4 4.6.2 Deleting Buddies 1 Touch the Options icon in the upper right corner. presence options Version 6.0 2 Touch Organize buddies. 3 Touch the bubble associated with the buddy to delete. The bubble displays an X. Touch Delete at the bottom of the screen.
4 4.7 Presence and Instant Message Setting a Buddy’s Access Level Setting a Buddy’s Access Level Buddies can be given different access levels in your network. 4.7.1 Access Levels The ShoreTel Mobility Client supports Access Levels. Define Access Levels using the following table: Table 4-4 Access Level Description MS OCS MS Lync Description Personal Friends and Family Contacts see your published contact information, including work, home, mobile and other phone numbers.
4 Presence and Instant Message Viewing Buddy Details 4.8 Viewing Buddy Details You can view buddy information, including status, location, and contact information, in the Details area for each buddy. IMPORTANT Depending upon your mobile device and your server, and how each has been configured, the following options might be accessed differently or displayed differently than the examples in the following sections. Version 6.0 1 Touch Buddies. 2 Select a buddy to view the Details screen.
4 4.9 Presence and Instant Message Sorting the Buddy List Sorting the Buddy List Use the Sort feature to change the order in which Buddies are displayed. Complete the following steps to sort Buddies: 4-12 1 Select the Options icon in the upper right corner. 2 Touch Options. 3 Use the Buddies Sort Order field to display buddies by Name, Availability, or Location. Use the Groups field to display All buddies, Online buddies only, or Blocked buddies. ShoreTel Mobility User’s Guide Version 6.
Presence and Instant Message Creating Groups of Buddies 4 4.10 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 4-14 for more information. Complete the following steps to create a group: Version 6.0 1 Touch Buddies. 2 Touch the Options icon in the upper right corner. 3 Touch Organize groups. 4 Touch Edit in the upper right corner to add a group. 5 Touch the “+” to add a group name.
4 Presence and Instant Message Adding a Buddy to a Group 4.11 Adding a Buddy to a Group You can assign buddies to a group or groups, and you can move buddies between groups. NOTE Create a group before assigning a buddy to it. Refer to “Creating Groups of Buddies” on page 4-13 for more information. There are two methods of assigning a buddy to a group: one is “Assigning a Buddy to a Group using Buddy Details”, and the other is “Assigning a Buddy to a Group using Buddy Details”. 4.11.
4 Presence and Instant Message Using Instant Message 4.12 Using Instant Message Use the Instant Message (IM) feature to chat with a buddy when presence and IM are enabled. NOTE Buddies with a status of “DND” or “Offline” do not receive Instant Messages. NOTE During a call, data connectivity to the presence server is required for all presence/IM actions to function. For more information on call handling during IM sessions, refer to “Using Instant Message While on a Call” on page 4-18.
4 Presence and Instant Message Using Instant Message 4.12.4.1 Initiating a Conversation 1 Touch Buddies. 2 Select a buddy from the list, and then touch Send IM Message. 3 Type a message to the buddy and touch Send. 4.12.4.2 Replying to a Conversation When an IM pops up in the application, the cursor flashes in the IM text field. Complete the following steps to reply to an IM: 1 Enter text. 2 Select Send. 4.12.4.
Presence and Instant Message Using Instant Message 4 4.12.5 Multi-Party Conversations You can add more than one participant to an IM to create a multi-party conversation. You can also remove one or more participants from an existing multi-party conversation. The initiator of a multi-party conversation is the Moderator. Only the Moderator can add or remove one or more participants from a multi-party conversation. 4.12.5.
4 Presence and Instant Message Using Instant Message 4.12.6 Making and Receiving Calls while Using Instant Message You can make or receive a call during an Instant Message session. 4.12.6.1 Making a Call During an IM Session 1 From the IM session, touch IM to return to the Recents menu. 2 Touch Buddies, and then select the buddy you want to call. 3 Touch Home, Enterprise/Work, or Cell.
Presence and Instant Message Logging In/Out 4 4 Touch the Close button to display the following options: Close Conversation—closes the selected IM conversation. Close & Delete Conversation—closes and deletes the selected IM conversation. 4.12.9 Non-active IM Sessions Two options are available for an IM that is no longer active. Complete the following steps to view IM History: 1 Touch Recents. 2 Touch Edit to display options for the IM.
4 Presence and Instant Message Sending Email to a Buddy 4.14 Sending Email to a Buddy The following procedure assumes your email settings have been configured for the device. Complete the following steps to send a buddy email: 4-20 1 Select a buddy to view details. 2 Touch email to display and use the native email popup window as you normally would. ShoreTel Mobility User’s Guide Version 6.
Presence and Instant Message Calling a Buddy 4 4.15 Calling a Buddy Use the Call feature to call a buddy’s cellular or enterprise device. Complete the following steps to call a buddy: 1 Select a buddy to view details. 2 Touch work, home, or cell as appropriate. NOTE If the buddy’s cellular device, enterprise device, or home number is configured on the server, the corresponding number is called. NOTE If a number is not configured, the option is not available.
4 4-22 Presence and Instant Message Calling a Buddy ShoreTel Mobility User’s Guide Version 6.
Secure Remote Access 5 5 Secure remote access allows you to use the following features: If the ShoreTel Mobility is licensed for Secure Remote Voice, you can use this feature to 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.
5 5.1 Secure Remote Access Before You Begin Before You Begin Perform the following to use Secure Remote Voice and Secure Enterprise Services: 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 1-3 for details. 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.
Secure Remote Access Verifying that Secure Enterprise Services Are Enabled 5 5.2 Verifying that Secure Remote Voice Is Enabled After adding the remote Wi-Fi network as a preferred connection in the application, the mobile device automatically connects to the Wi-Fi network and gets registered with your organization's IP-PBX system. If the Secure Remote Voice icon is present, the mobile device is registered, which indicates that VoIP is available.
5 5-4 Secure Remote Access Verifying that Secure Enterprise Services Are Enabled ShoreTel Mobility User’s Guide Version 6.
6 Searching the Corporate Directory 6 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, the ShoreTel Mobility Client allows you to search the corporate directory from your mobile device when it is connected to the enterprise Wi-Fi network.
6 Searching the Corporate Directory Searching the Corporate Directory 6.1 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.
Searching the Corporate Directory Creating a Favorite 6 The following includes but is not limited to a list of corporate directory information: enterprise cell home work (email) Text Message Share Contact (email) The contact information that is listed depends on the information that is in the corporate directory. For example, if there is no home phone number listed in the corporate directory, no home phone number is shown in the list of additional contact information. 6.2.
6 6.4 Searching the Corporate Directory Deleting a Favorite Deleting a Favorite Complete the following steps to delete a contact from a list of Favorites: 6-4 1 From the ShoreTel Mobility Home screen, select More > Favorites. 2 Swipe across the favorite's name. A Delete button displays. Select the button to delete the favorite. ShoreTel Mobility User’s Guide Version 6.
7 Changing the ShoreTel Mobility Client Settings 7 Use the Settings feature to view or modify General, Network, and Advanced ShoreTel Mobility Client Settings, and Call Settings such as Do Not Disturb and Forwarding of calls, enabling and uploading logs. This chapter contains the following sections: Version 6.
7 7.1 Changing the ShoreTel Mobility Client Settings Viewing General Settings Viewing General Settings You can view your Mobility Router IP, Mobility Router Address, Remote IP, Remote Address, and Extension. Complete the following steps to access general settings: 1 Select More > Settings > General. x.x x.x 8-2 2 Verify the settings. These fields are read-only and can only be changed by re-provisioning the device. 3 Select Settings > Done. ShoreTel Mobility User’s Guide Version 6.
Changing the ShoreTel Mobility Client Settings Changing Network Settings 7.2 7 Changing Network Settings You can perform the following tasks when changing the application network settings: Specify the networks to be used to place and receive enterprise calls. Specify the networks used to connect to the ShoreTel Mobility Server. Enable or disable Wi-Fi access. Enable or disable cellular data access.
7 7.3 Changing the ShoreTel Mobility Client Settings Changing Advanced Settings Changing Advanced Settings Complete the following steps to access Advanced settings: 8-4 1 Select More > Settings > Advanced. Verify or change the Enterprise Voice Mail Number. This is the number you dial to access your enterprise voice mailbox. Contact your system administrator if you don't know what number to use. Select Echo Cancellation and specify On (enabled) or Off (disabled).
Changing the ShoreTel Mobility Client Settings Changing Call Settings 7.4 7 Changing Call Settings Perform the following tasks when changing the application call settings: Specify Do Not Disturb (DND)—Specifies that your desk phone rings but your mobile device does not ring when there is an incoming call. Specify Call Forward—Forward all calls to voice mail or a specified phone number.
7 7.5 8-6 Changing the ShoreTel Mobility Client Settings Changing Presence/Instant Message Settings Changing Presence/Instant Message Settings 1 Touch the Settings icon. 2 Touch Presence/IM. 3 The user name provisioned on the device can be different than the Presence User Name. For example, if someone borrows your device, use the Change User feature to enter that user’s Presence information. Select Change User to revert back to your own user name. 4 Touch IM History.
Changing the ShoreTel Mobility Client Settings ShoreTel Communicator 7.6 7 ShoreTel Communicator ShoreTel Mobility supports the following ShoreTel Communicator features when enabled. NOTE The following features are available only when ShoreTel Communicator for Mobile is enabled. Refer to “ShoreTel Communicator” on page B-I for more information. Table 7-5 Function Version 6.
7 Changing the ShoreTel Mobility Client Settings Uploading Logs to the ShoreTel Mobility Router 7.7 Uploading Logs to the ShoreTel Mobility Router 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. NOTE A Wi-Fi or cell-data connection is required for this feature. NOTE You can also email logs to ShoreTel Customer Support. 7.7.
Changing the ShoreTel Mobility Client Settings Uploading Logs to the ShoreTel Mobility Router 7 4 Optionally, enter a brief description of the nature of the error in the Subject field, and then select Send. 5 The log is uploaded. Select Delete to clear the log and return to the Debug Options screen. NOTE Select Send Logs via Email as an alternative if uploading fails. 6 Version 6.0 Select Done to return to the ShoreTel Mobility Client.
7 7.8 Changing the ShoreTel Mobility Client Settings Customizing the Tab Bar Customizing the Tab Bar Use the Configure menu to customize which operations are visible on the ShoreTel Mobility Client menu bar, which is located on the bottom of the device. 8-10 1 From the ShoreTel Mobility Client home screen, select More, and then select the Edit button at the top right of the screen. 2 The Configure screen displays. ShoreTel Mobility User’s Guide Version 6.
Changing the ShoreTel Mobility Client Settings Customizing the Tab Bar Version 6.0 7 3 Select and drag a menu item, such as Voicemail, from the main window to the Menu bar. This action replaces the menu item that has been covered. 4 In addition, you can reorder the menu items. Select and hold an item in the Menu bar and drag left or right.
7 8-12 Changing the ShoreTel Mobility Client Settings Customizing the Tab Bar ShoreTel Mobility User’s Guide Version 6.
A URL-Based Dialing A A.1 Overview Use the URL-based dialing feature to join conferences or dial extension digits to an automated attendant. The URL is provided in a conference meeting invitation. This feature is supported using the following syntax.
Overview A.1.1 Supported Formats and Example Uses The following table shows supported formats and example uses for this feature: Table A-1. Supported Formats Format Supported Plain Text Email HTML Based Email Hypertext link within an Email - ® Microsoft Outlook Calendar Invite Table A-2.
Overview The following is a sample of an email invitation with the extension, VoIP URL, and participant code highlighted: sample extension sample participant code sample link Version 5,0 RoamAnywhere User’s Guide A-3
Overview A-4 RoamAnywhere User’s Guide Version 5,0
B B.1 ShoreTel Communicator B Overview ShoreTel Mobility supports the following ShoreTel Communicator features: B.2 Extension Assignment—When ShoreTel Communicator for Mobile is enabled, provides a list of phone numbers that can be used as an alternate to a desk phone for incoming calls. Visual Voice Mail—When ShoreTel Communicator for Mobile is enabled, displays the number of voice mail messages and information such as date, time and duration, and allows you to listen to voice mail messages.
Using Visual Voice Mail NOTE All additional EAs defined in ShoreTel Communicator display on the ShoreTel Mobility Client. Set EA in the ShoreTel Mobility Client selects/enables the active EA. The following steps presume ShoreTel Communicator is enabled. To select an Extension Assignment: 1 From the main menu, select Set EA 2 Select Primary Phone to have incoming calls routed to your primary phone (in most cases, a desk phone).
Specifying Call Handling Mode To place a call to the originating number: 1 Select a voice mail message from the list. 2 Select Call Back. NOTE If a caller ID does not display, Call Back is not available. To delete a voice mail message: 1 Select a voice mail message from the list. 2 Select Delete. NOTE Visual Voicemail is not available for the Extension Only user. B.5 Specifying Call Handling Mode The active Call Handling Mode determines the handling of inbound calls. One mode is always active.
Specifying Call Handling Mode 1 Select Set CHM. 2 Select the desired mode from the list of options. The check mark defines the current call handling mode. NOTE Selecting Out of Office sends all calls directly to voice mail without ringing your phone. B-IV RoamAnywhere User’s Guide Version 5.
