SA-100 Planning, Installation and Administration Guide Chapter 8: Going Live and Training
•Verify ShoreTel Communicator integration is functioning properly through the
ability to access Web meetings (both scheduled and Instant) from Communicator.
•Verify Instant Messaging Presence, Privacy and IM chat capabilities function
For multi-appliance installations, the following additional tasks should be accomplished:
•Simulate overloaded conditions to verify a user’s conference is distributed to other,
less loaded appliances.
•Verify conferencing failover capabilities function correctly by scheduling
conferences, disconnecting a user’s assigned appliance and then starting the
•Verify IM users assigned to one SA-100 can successfully initiate IM sessions and
exchange presence information with user’s assigned to other SA-100 appliances.
8.2 Assign Users to Each SA-100
Make sure that the ShoreTel user you want to be able to create and host conferences or to
use instant messaging services is assigned to an SA-100. For information about assigning
ShoreTel users to an SA-100, see the "Creating SA-100 Users" section on page 57.
8.3 Verify Licensing
To enable ShoreTel Conferencing for all required users and to avoid a potential access
lockout, the following should be performed:
•Ensure adequate audio conference and Web conference licenses are purchased to
allow all authorized users concurrent access to ShoreTel Conferencing services.
•Ensure each user with IM access has been configured with ShoreTel Communicator
Professional access level, and that a keyed license is entered into the system for each
of those access levels. This will ensure the ShoreTel system does not lock out
Administrator access due to inadvertent license violations.
8.4 Distribute User Guides
The following end-user information is available:
•The ShoreTel Conferencing User Guide: This guide contains detailed information on
all features available with ShoreTel Conferencing services and also detailed
instructions on each feature’s use. This guide is available for download from the
ShoreTel Partner support site and from within ShoreWare Director, under the
•The ShoreTel Conferencing Quick Reference Guide: This short guide contains helpful
references to quickly enable a user to gain comfort using the most frequently
accessed features. This guide is available for download from the ShoreTel Partner
support site and from within ShoreWare Director, under the Documentation Menus.