Chapter 6: Configuring the SA-100 for Operation SA-100 Planning, Installation and Administration Guide
ShoreTel 12.1 59
6.6.3 Configuring Users to Use Instant Messaging
To configure users to use IM, do the following:
Step 1 Launch ShoreWare Director.
Step 2 Click Administration > Users > Individual Users. The Individual Users page
appears.
Step 3 Select the user that you for whom you want to enable the service. The Users
page containing the profile of the user you selected appears.
Step 4 In the Access License field, select Professional or higher.
Step 5 Scroll down to Instant Messaging Settings section near the bottom of the page.
Step 6 In the Server/Appliance field, select the SA-100 that you want the user to use
for IM.
Step 7 In the Presence Invitation Handling field, do one of the following:
Select Auto accept invitation to have the system automatically accept a
presence invitation for the user.
Select Prompt to accept invitation to have the system issue a prompt to the
user when another user sends a presence invitation.
Note The Presence Invitation Handling field only appears when an SA-
100 is enabled for the user and the IM Presence Invitation Handling
parameter in the Class of Service profile used for user group to
which the user is associated with is configured to allow the user to
make this selection.
6.6.4 Migrating IM and Presence Users to the SA-100 Server
To migrate IM and Presence users from a legacy ShoreTel IM Server to the SA-100, do the
following:
Step 1 Launch ShoreWare Director.
Step 2 Click Administration > Users > Individual Users. The Individual Users page
appears.
Step 3 Select the user that you want to move to the SA-100. The Users page appears.
Step 4 Locate the Instant Messaging Settings section and in the Server/Appliance field,
select the SA-100 unit that you want the user to use for IM and Presence.
Step 5 Click Save.
Step 6 Notify the end-user to uninstall, then install Outlook calendar integration in
ShoreTel Communicator for Windows if they are using Outlook calendar-
integration. Refer to ShoreTel 12:1 Communicator for Windows User Guide for
instruction on how to configure Outlook calendar integration.
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