Installation guide

Upgrading the System to New Hardware (Same OS) ShoreTel Server Installation
11
ShoreTel 14.2 Planning and Installation Guide 239
4. Add the server to the domain (be sure that it is placed in an empty Organizational Unit (OU) with
Block Inheritance). No Group Policies should be applied. If Group Policies need to be applied, be
sure that they have already been tested against ShoreTel.
5. Turn off User Access Control (UAC).
6. Ensure that all of the Application Server Roles and Web Server Roles are installed.
7. Install the SMTP Role under Features.
8. Set DEP to Windows Programs and Services.
9. Install all of the Windows updates approved to the date specified in the Build Notes for the build on
your system.
10. Disable Windows updates.
11. Disable Internet Explorer Enhanced Security.
12. Disable the pop-up blocker.
Perform the following steps on the old server
1. Disable a user's Active Directory setting (if enabled). This is an administrator's account into
Director.
2. Stop and disable all ShoreTel services by running the following batch file:
C:\Program Files (x86)\Shoreline Communications\ShoreWare Server\Scripts\
hq_shoretel-stop-svcs.bat
3. Confirm that all ShoreTel services have stopped:
a. Go to the Run menu (WIN + R).
b. Type services.msc.
c. Review all of the ShoreTel services to ensure that they show “Manual” and that the services
are stopped.
4. Reboot.
5. Copy the Shoreline Data folder (excluding the \Database folder) to a safe location and label the
version and build in the folder in which it is located. It is highly recommended that you copy off the
server to a safe location.
ShoreTel recommends that you back up these files to a storage device separate from the server
that you intend to upgrade.
WARNING!
Do not install any Anti-Virus software or Network security software. The ShoreTel Server is a
Telephony Appliance. If you absolutely need Anti-Virus software or Network security software due
to security regulations, use KB16704 to configure this properly.