ShoreTel Connect for iPad User Guide - SLIDEBLAST.COM

ShoreTel Connect for iPad User Guide

January 22, 2016

Legal Notices

Document and Software Copyrights Copyright © 1998-2016 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. reserves the right to make changes without notice to the specifications and materials contained herein and shall not be responsible for any damage (including consequential) caused by reliance on the materials presented, including, but not limited to typographical, arithmetic or listing errors.

Trademarks ShoreTel, ShoreTel (and logo), Brilliantly Simple, Brilliantly Simple Communication, ShoreTel Connect, ShoreTel Connect ONSITE, ShoreTel Connect HYBRID, and ShoreTel Connect CLOUD are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. The ShoreTel logo is a trademark of ShoreTel, Inc. in the United States and/or other countries. All other copyrights and trademarks herein are the property of their respective owners.

Patents ShoreTel products are covered by patents as listed at http://www.shoretel.com/about/patents.html.

Version Information ShoreTel Connect for iPad User Guide Date: January 22, 2016

Company Information ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 USA +1.408.331.3300 +1.408.331.3333 (fax) www.shoretel.com

2

User Guide

ShoreTel Connect for iPad

Table of Contents Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Documentation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 1

Installing and Connecting ShoreTel Connect for iPad . . . . . . . . . . . . . . . . 11 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up a Wi-Fi Access Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Download and Install the ShoreTel Connect for iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Download ShoreTel Connect for iPad via the App Store . . . . . . . . . . . . . . . . . . . . . . . . . Download ShoreTel Connect for iPad via iTunes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reprovisioning After Initial Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Update to the Latest ShoreTel Connect for iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Uninstall ShoreTel Connect for iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 2

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Using ShoreTel Connect for iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Title Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tab Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Launcher Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Session Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 3

12 12 12 14 14 16 16 17

20 21 22 22 22

Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ShoreTel Connect for iPad Running in the Foreground . . . . . . . . . . . . . . . . . . . . . . . . . . ShoreTel Connect for iPad Running in the Background . . . . . . . . . . . . . . . . . . . . . . . . . . Accepting or Declining a Call While on Another Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Receiving a Call When the iPad is Locked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enabling Do Not Ring Mobility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Receiving a Call While Paired with Bluetooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calling Using the Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calling Contacts, Recents, Favorites, and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing a Call While on an Active Call Using the Keypad . . . . . . . . . . . . . . . . . . . . . . . . . Placing a Call While on an Active Call by Touching a Contact or Buddy . . . . . . . . . . . . .


User Guide

25 25 25 26 26 26 27 27 27 28 29 29

3

Table of Contents

Placing a Call While on an Active Call by Touching a Favorite or Recent . . . . . . . . . . . . In-Call Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Listen to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Use Visual Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the In-Call Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Emailing a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sending Chat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Video to an Existing Audio Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 4

Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 In-Call Video Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accepting or Declining a Call While on Another Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing a Video Call on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing from Video to Audio Mid-call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Muting the Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reverting the Video Call to Audio Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Flipping the Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shrinking the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Moving the Thumbnail View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ending an Active Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 5

User Guide

39 40 40 41 41 41 42 42 42 42 42 43 43

Presence and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Presence Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enabling Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Presence Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Do Not Ring Mobility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Buddy Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Group Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sorting the Buddy List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning a Buddy to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting a Buddy’s Access Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Managing Groups and Buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting Buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a Buddy Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting a Buddy Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Emailing a Buddy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Message Conversations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Multi-Party Conversations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Initiating a Second Conversation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4

29 30 30 30 31 31 32 34 35 35 35 36

47 48 49 49 49 49 50 50 50 50 51 51 52 52 53 53 54 54 55 56


Table of Contents

Making and Receiving Calls While Responding to a Message . . . . . . . . . . . . . . . . . . . . . Using Messages While on a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Active Message Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Nonactive Message Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 6

Today . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 Display Meeting or Appointment Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Join an Audio Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Join a Web Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dialing From an Email Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 7

56 57 58 59

62 62 62 63

Secure Remote Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Verifying the Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Chapter 8

Searching People, Places and Things67 Searching the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Searching the Directory Outside of the Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 9

ShoreTel Connect for iPad Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Video Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ShoreTel Connect client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ShoreTel Connect client Controlled Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tutorial Videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contacting Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Appendix A

68 68 69 69 70

72 72 72 73 73 74 74 74 74 76 78 79 80 80 81 81 81 81

URL-Based Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84


User Guide

5

Table of Contents

Supported Formats and Example Uses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 URL-based One-Touch Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Appendix B

Extension Assignment and Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . .87 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Configuring Extension Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Specifying Availability State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

6

User Guide


Before You Start This guide is for those using the ShoreTel mobility solution with the Apple® iPad®. Basic understanding of iOS features and functionality is presumed. The following procedures may vary slightly depending upon the iPad version. This chapter contains the following sections: Documentation Overview ............................................................................................ 8 Conventions ................................................................................................................ 9 Related Documentation............................................................................................... 9


User Guide

7

Before You Start

Documentation Overview

Documentation Overview This guide is documented as described in the following sections. Table 1: In this Guide Chapter

8

Title

Description

1

Installing and Connecting ShoreTel Connect for iPad

Installing and provisioning the ShoreTel Connect for iPad application.

2

Getting Started

High level feature and User Interface description of the ShoreTel Connect for iPad.

3

Audio Calls

Place and receive audio calls, put a call on hold, take another call, switch between active calls, add video to an existing audio call, transfer calls to another number or your desk phone, access enterprise voice mail, and make conference calls.

4

Video Calls

Place and receive video calls, control video features mid-call including minimizing screen, muting, self-view thumbnail movement, and reverting to audio only.

5

Presence and Messages

Enable Presence, manage your location and status, manage Buddies and Groups, and use messages.

6

Today

Display calendar information and join audio or web conferences.

7

Secure Remote Access

Securely place and receive calls using any Wi-Fi network or VoIP over cellular data network outside of the enterprise.

8

Searching People, Places and Things

Search the corporate directory for a contact, a phone number or conference room. Add a contact and add/delete favorites.

9

ShoreTel Connect for iPad Settings

View and/or modify ShoreTel Connect for iPad application settings including Wi-Fi and Cell Data settings, reprovisioning, and video settings.

Appendix A URL-Based Dialing

Use the URL-based dialing feature from an email to join conferences or dial extension digits to an automated attendant.

Appendix B Extension Assignment and Availability

Describes ShoreTel Connect client features Extension Assignment, Visual Voice Mail and Availability State.

User Guide


Conventions

Before You Start

Conventions The following typographical marking conventions are used in this document. Marking

Meaning

Bold

Names of interface objects, such as buttons and menus.

Courier

Code examples.

Courier Italic

Variables in code examples.

Blue

Cross references with hyperlinks. Click the blue text to go to the indicated section. All chapters have a list of section links on the first page. Note: Table of Contents entries are also links, but they are not shown in blue.

Related Documentation Publications in the ShoreTel mobility solution documentation suite include the following: 

ShoreTel Connect Mobility Router Administrator Guide



ShoreTel Connect Mobility Router Hardware Installation Guide



ShoreTel Connect for iPad User Guide



ShoreTel Connect for iPad Quick Reference Card



ShoreTel Connect Mobility Router Platform Support Guide



ShoreTel Connect ONSITE Release Notes


User Guide

9

Before You Start

10

User Guide

Related Documentation


CHAPTER

Installing and Connecting ShoreTel Connect for iPad 1.

Use ShoreTel Connect for iPad to make and receive calls, access corporate telephony features such as conferencing, forwarding, and corporate directory lookup of contacts, as well as advanced features such as using presence, messages and Bluetooth. This chapter provides instructions about how to install the ShoreTel Connect for iPad and contains the following sections: Before You Begin ...................................................................................................... 12 Setting Up a Wi-Fi Access Point ............................................................................... 12 Download and Install the ShoreTel Connect for iPad................................................ 12 Download ShoreTel Connect for iPad via the App Store .................................... 14 Download ShoreTel Connect for iPad via iTunes ............................................... 14 Reprovisioning After Initial Installation................................................................ 16 Update to the Latest ShoreTel Connect for iPad....................................................... 16 Uninstall ShoreTel Connect for iPad ......................................................................... 17


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Before You Begin

Before You Begin Ensure you have the following information and settings established before you install the ShoreTel Connect for iPad: 

A data connection (Wi-Fi or cellular data). Refer to your Apple® iPad® documentation for information about how to set up a data connection.



If applicable, your credentials (used for authentication) for the Wi-Fi access point. This information is necessary if you need to set up a Wi-Fi access point on your iPad.



If applicable, the security mode used by the access point (for example, WPA or WPA2).



ShoreTel Connect Mobility Router local, and if applicable, remote IP address or fully qualified domain name (FQDN).



Username and password required for authentication on the ShoreTel Connect Mobility Router.



Time, date, and time zone are set on the iPad before installing the application.

Setting Up a Wi-Fi Access Point Refer to your Apple® iPad® documentation for information about how to connect to a Wi-Fi network. A data connection is required to download the ShoreTel Connect for iPad. Note Use iTunes to download the ShoreTel Connect for iPad if a data connection is not available. Refer to Download ShoreTel Connect for iPad via iTunes

Download and Install the ShoreTel Connect for iPad To download and install the ShoreTel Connect for iPad on your mobile device, select the link in the email that you receive from the ShoreTel Connect Mobility Router. You can also download and install the ShoreTel Connect for ipad using either the App Store or iTunes. 

Download ShoreTel Connect for iPad via the App Store. See Download ShoreTel Connect for iPad via the App Store.



Download ShoreTel Connect for iPad via iTunes. See Download ShoreTel Connect for iPad via iTunes.

Make sure your device is connected to a Wi-Fi network before you begin. When the device is connected to a Wi-Fi network, the Wi-Fi icon on the Home screen is lit and is white.

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Download and Install the ShoreTel Connect for iPad


To download, install, and provision the ShoreTel Connect for iPad via email message: 1. When you receive an email message from your ShoreTel Mobility administrator, select the link for downloading and installing the ShoreTel Connect for iPad, as follows: 

If you are on-site, you are directed to a web page on your mobile devices which guides you through downloading and installing the ShoreTel Connect for iPad from the App Store.



If you are installing the ShoreTel Connect for iPad remotely, copy the link from the email message, paste the link into your mobile device’s browser, and go to that web site for instructions.



When prompted, touch OK to allow the ShoreTel Connect for iPad to use your current location.

2. After you install the ShoreTel Connect for iPad, select the provisioning link from the ShoreTel email message and follow the prompts to provision your mobile device. Note You will be prompted with options to allow certain behaviors, including participating in enhancing and improving the application, using the device’s built-in microphone, and more. Touch Yes or No accordingly. 3. If prompted, enter your enterprise user name and/or password. Note You can provision up to 5 devices (per account) based how your ShoreTel Connect Mobility Router is configured. Check with your ShoreTel Mobility administrator if you encounter a conflict. The Primary Device is how your location is determined, so it should be the device you carry all the time. You can use all of your devices to make or receive calls, messages, and more. 4. Select the ShoreTel Connect for iPad icon to open the application. While the ShoreTel Connect for iPad connects to the server, a popup appears. Select Dismiss to continue. Note The ShoreTel Connect for iPad uses the native Apple method for determining location. The ShoreTel Connect for iPad identifies which country your phone is in before making an outbound cellular call, in the following priority (only one is required):   

Cellular radio location (such as MCC) GPS or Wi-Fi based location manual input from you about your location when you are prompted for it


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Download ShoreTel Connect for iPad via the App Store

Download ShoreTel Connect for iPad via the App Store Complete the following steps to download the ShoreTel Connect for iPad via the App Store: 1. From the iPad Home screen, select the App Store. 2. Enter ShoreTel in the Search field. Locate the ShoreTel Connect for iPad and select Install. 3. Enter your Apple ID and Password and select OK. 4. When the Emergency Call Warning pop-up message appears, press the Accept button to continue. 5. Open ShoreTel Connect for iPad, and enter the following information in order to login: 

Server Address—Enter the server address



Username—ShoreTel Log In Username (email address)



Password—ShoreTel Log In Password (alpha numeric)

6. Press Next. Note If you are provisioning remotely, enter the Remote Server Address. 7. The ShoreTel Connect for iPad retrieves the user information. You will be guided through the last stage of provisioning and displays the following information: 

Device Label (mobile phone model)



Mobile Phone number



Enterprise Extension



Enterprise Full Number

8. Press Next. 9. If all information is correct, a message will be displayed notifying you that your device has been successfully provisioned. 10. Your phone will now register with the Mobility server (this may take a few minutes). You will be notified when the ShoreTel Connect for iPad has registered with the server, at which point you may begin using the application.

Download ShoreTel Connect for iPad via iTunes 1. On your Mac or PC, launch iTunes®. In the iTunes store, enter ShoreTel in the Search Store field. 2. Locate the ShoreTel Connect for iPad application and select the Application button.

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Download ShoreTel Connect for iPad via iTunes


3. Select the Free App button to download. 4. Enter your Apple ID and password in the application popup and select Get. 5. The application automatically downloads into the local iTunes applications folder. 6. In iTunes, select the iPad device in the left pane. 7. Click on the Applications tab. 8. Check the Sync Applications box. 9. Check the ShoreTel box. 10. Click Apply. The ShoreTel Connect for iPad downloads to your iPad within approximately one minute. 11. Check your iPad applications to verify that the ShoreTel Connect for iPad has synced and downloaded correctly. 12. When the Emergency Call Warning pop-up message appears, press the Accept button to continue. 13. Open ShoreTel Connect for iPad, and enter the following information in order to login: 

Server Address—Enter the server address



Username—ShoreTel Log In Username (email address)



Password—ShoreTel Log In Password (alpha numeric)

14. Press Next. Note If you are provisioning remotely, enter the Remote Server Address. 15. The ShoreTel Connect for iPad retrieves the user information. You will be guided through the last stage of provisioning and displays the following information: 

Device Label (mobile phone model)



Mobile Phone number



Enterprise Extension



Enterprise Full Number

16. Press Next. 17. If all information is correct, a message will be displayed notifying you that your device has been successfully provisioned.


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Reprovisioning After Initial Installation

18. Your phone will now register with the Mobility server (this may take a few minutes). You will be notified when the ShoreTel Connect for iPad has registered with the server, at which point you may begin using the application.

Select a Notification Type 1. From the Home screen, select Settings > Notifications. 

Select the ShoreTel application.



Enable or disable the Notification Center.

If enabled, select the preferred notification Alert Style. Refer to your Apple® iPad® documentation for more information regarding notification types.

Reprovisioning After Initial Installation Note When your iPad connects to the ShoreTel Connect Mobility Router the first time, you may be prompted to enter presence and/or ShoreTel Connect for iPad client passwords if these features are enabled, and your credentials could not be automatically determined. Refer to ShoreTel Connect client for more information. Reprovisioning is not required unless you get a new mobile device, or if your Mobility user account is deleted from the ShoreTel Connect Mobility Router. You can reprovision your mobile device when it is connected to a Wi-Fi network. If your ShoreTel Mobility user account is configured to access secure enterprise services over cellular data, you can also provision while connected to a cellular data network. To reprovision the mobile device: 1. From the ShoreTel Connect for iPad main screen, select

> Provisioning.

2. Follow the instructions on the screen.

Update to the Latest ShoreTel Connect for iPad New updates display in iTunes or the AppStore when they become available. Update the ShoreTel Connect for iPad when this alert displays.

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Uninstall ShoreTel Connect for iPad


Note If you see the following error message, update your ShoreTel Connect for iPad to a newer version: “Provisioning Error - Your account is prohibited to add device with old ShoreTel Connect for iPad Version (below 6.0).” To update your ShoreTel Connect for iPad, check the app store or iTunes to find the latest version.

Uninstall ShoreTel Connect for iPad Refer to your Apple® iPad® documentation for information about how to manage application, including how to uninstall an application.


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Uninstall ShoreTel Connect for iPad


CHAPTER

2.

Getting Started

The ShoreTel Connect for iPad integrates your mobile device with other phones, such as your desk phone. ShoreTel Connect for iPad enables you to use your mobile device to make and receive calls or send and receive messages, as well as utilize enterprise telephony features, such as conferencing, call forwarding, or corporate directory lookup of contacts. Before configuring the ShoreTel Connect for iPad, read this chapter to familiarize yourself with how ShoreTel Connect for iPad is integrated with your mobile device. This chapter contains the following sections: Using ShoreTel Connect for iPad .............................................................................. 20 Title Bar .............................................................................................................. 21 Tab Bar ............................................................................................................... 22 Launcher Functions ............................................................................................ 22 Session Manager................................................................................................ 22


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Getting Started

Using ShoreTel Connect for iPad

Using ShoreTel Connect for iPad The following sections provide a high level overview of each functional area of ShoreTel Connect for iPad: 

Title Bar on page 21



Tab Bar on page 22



Launcher Functions on page 22



Session Manager on page 22

Figure 1: Connect for iPad User Interface Left Side Bar

your Extension, Status and Location

Session Manager

Title Bar

Audio Call

Video Call

Messages

Tab Bar

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Launcher


Title Bar

Getting Started

When the Connect is active, the Title Bar functions described in Table 3 are available:

Title Bar Function

Table 2: Title Bar Description Icon Description

Status/Location

Refer to Table 12 and Table 13

Extension

Refer to Figure 1

Displays your presence status and your network location. Displays your enterprise extension. Pops up the keypad to dial audio and video calls.

Keypad

Audio Call Video Call

Data Registration

VoIP Registration

Displays when connected to the enterprise network. Voice calling is not enabled. Touch the icon to view details. Displays when connected to the enterprise network. Voice calling enabled. Note: This icon indicates that VoIP is available but does not guarantee that all calls are made and received using the Wi-Fi network. Touch the icon to view details.

Not Registered

Displays when there is no data connectivity, or you are disabled or not authorized on the ShoreTel Connect Mobility Router. Touch the icon to view details.

Settings

Pops up the Settings menu. Refer to ShoreTel Connect for iPad Settings on page 71 for details.


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Getting Started

Tab Bar

Tab Bar Function

Icon

Table 3: Tab Bar Description Description

Contacts

View your contacts. When Presence is enabled, the contact’s status and location displays next to the contact on the Contacts tab.

Favorites

View contacts marked as favorite.

Groups

When Presence is enabled, the buddy’s status and location displays next to the buddy on the Groups tab.

Recent Calls

View the most recent activity in the call log.

Voice mail

Access enterprise voice mail.

Today

Displays Calendar and Conference items. Refer to Today on page 61 for details.

Launcher Functions Function

Icon

Table 4: Launcher Description Description

Audio Call

Drag a contact or buddy on to this icon in the Launcher window to initiate a call.

Video Call

Drag a contact or buddy on to this icon in the Launcher window to initiate a video call.

Message

Drag a contact or buddy on to this icon in the Launcher window to initiate a message.

Session Manager The Session Manager area holds inactive sessions windows for calls and messages. For example, if you placed a call on hold in order to place another call, a thumbnail view of the first session displays in the session manager. Tap the thumbnail in the session manager to activate this session.

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3.

Audio Calls

Using the ShoreTel Connect for iPad, you place and receive calls, put a call on hold, take another call, switch between active calls, transfer calls to another number or your desk phone, access enterprise voice mail, and make conference calls. This chapter contains the following sections: Receiving Calls ......................................................................................................... 25 ShoreTel Connect for iPad Running in the Foreground ...................................... 25 ShoreTel Connect for iPad Running in the Background ..................................... 25 Accepting or Declining a Call While on Another Call .......................................... 26 Receiving a Call When the iPad is Locked ......................................................... 26 Placing Calls ............................................................................................................. 27 Enabling Do Not Ring Mobility ............................................................................ 26 Receiving a Call While Paired with Bluetooth..................................................... 27 Calling Using the Keypad ................................................................................... 27 Calling Contacts, Recents, Favorites, and Groups ............................................. 28 Placing a Call While on an Active Call Using the Keypad .................................. 29 Placing a Call While on an Active Call by Touching a Contact or Buddy............ 29 Placing a Call While on an Active Call by Touching a Favorite or Recent .......... 29 In-Call Icons .............................................................................................................. 30 Using Voice Mail........................................................................................................ 30 Listen to Messages............................................................................................. 30 Use Visual Voice Mail ......................................................................................... 31 Using the In-Call Features ........................................................................................ 31 Using Transfer .................................................................................................... 32 Using Conference ............................................................................................... 34


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Audio Calls

Emailing a Contact.............................................................................................. 35 Sending Chat ...................................................................................................... 35 Adding Video to an Existing Audio Call .............................................................. 35 Making Emergency Calls .......................................................................................... 36

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Receiving Calls

Audio Calls

Receiving Calls The ShoreTel Connect for iPad displays a popup notification when there is an incoming call. Note Notifications must be set to receive this popup This section describes how to receive calls on the ShoreTel Connect for iPad: 

ShoreTel Connect for iPad Running in the Foreground on page 25



ShoreTel Connect for iPad Running in the Background on page 25



Accepting or Declining a Call While on Another Call on page 26



Receiving a Call When the iPad is Locked on page 26



Enabling Do Not Ring Mobility on page 26



Receiving a Call While Paired with Bluetooth on page 27

ShoreTel Connect for iPad Running in the Foreground 

Answer—Touch Answer.



Ignore—Touch Decline.

ShoreTel Connect for iPad Running in the Background 



Answer 

Notification style “None”—Launch the Connect app. The call is automatically answered.



Notification style “Banner”—Touch the banner.



Notification style “Alerts”—Touch Answer.

Decline

Note Declined or ignored calls are shown in your call log as missed calls. 

Notification style “None”—Press the volume button up or down to silence the ringer.



Notification style “Banner”—Press the volume button up or down to silence the ringer and dismiss the banner.



Notification style “Alerts”—Touch Close.


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Audio Calls

Accepting or Declining a Call While on Another Call

Accepting or Declining a Call While on Another Call While on a call, the screen and call waiting tone indicate there is another incoming call. To answer a call while on another call: 

Select Answer to answer the incoming call and put the first call on hold. The incoming call becomes the active call.

To decline a call while on another call: 

Select Answer and hangup to answer the incoming call and end the first call.



Select Decline to decline the incoming call.

Receiving a Call When the iPad is Locked If you receive a call and your iPad is locked, you can: 

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) or the volume button. The call is ignored and placed into your call log as a missed call.

Enabling Do Not Ring Mobility To reject incoming calls before the device rings: 1. Touch the Settings

icon.

2. Touch Preferences > Call Handling 3. Touch Do Not Ring Mobility. Select the length of time for Do Not Ring Mobility to be active. 

Select Off to revert to allowing incoming calls to ring the device.

Tip Refer to Setting Do Not Ring Mobility on page 49 for alternative Do Not Ring Mobility settings.

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Receiving a Call While Paired with Bluetooth

Audio Calls

Receiving a Call While Paired with Bluetooth 

Touch Answer.

Note If a Bluetooth device is paired, the default audio path is with the Bluetooth device.

Note When using Bluetooth in a call, select Audio to view the AirPlay window and switch the call to another audio device, if available. For more information on pairing and unpairing your Bluetooth device, refer to your Bluetooth and/or Apple iPad documentation.

Placing Calls Use the following methods to place a call from the ShoreTel Connect for iPad: 

Calling Using the Keypad on page 27



Calling Contacts, Recents, Favorites, and Groups on page 28



Placing a Call While on an Active Call Using the Keypad on page 29



Placing a Call While on an Active Call by Touching a Contact or Buddy on page 29



Placing a Call While on an Active Call by Touching a Favorite or Recent on page 29

Calling Using the Keypad 1. Touch the keypad

in the title bar and enter a number.

2. Touch Call.


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Audio Calls

Calling Contacts, Recents, Favorites, and Groups

Calling Contacts, Recents, Favorites, and Groups The following section describes how to place a call using gesture-based touches or actions within each Tab mode. Table 5: Contacts Gesture

Description

Touch a

Lists the contacts. A check mark  appears to the right of the contact name.

Touch + Hold Drag and drop the contact onto the phone icon in the launcher.

Table 6: Recents Gesture

Description

Touch a

Select a Recent conversation.

Touch

View activity for this conversation.

Touch

Make a call.

Table 7: Favorites Gesture

Description

Touch a

Lists the Favorites. A check mark  appears to the right of the contact name.

Touch + Hold Drag and drop the contact onto the phone icon in the launcher.

Table 8: Groups Gesture

Description

Touch a

Lists the buddies. Refer to Table 12 for status information.

Touch + Hold A check mark  appears to the right of the buddy name. Drag and drop the buddy onto the phone icon in the launcher.

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Placing a Call While on an Active Call Using the Keypad

Audio Calls

Note Presence must be enabled to call a buddy. Refer to Enabling Presence on page 48 for more information.

Placing a Call While on an Active Call Using the Keypad 1. Touch the keypad

in the title bar and enter a number.

Note The keypad that displays in the current call launcher window is used for entering call-related numbers, such as “Dial 1 to hear your voice mail” or entering numbers for a conference call. This keypad is not used for dialing a new outbound call. 2. Touch Call. The original call is placed on hold and moved to your session manager. The new call is active in the launcher window. 3. Touch the original call in the session manager to return to that call. This swaps the two calls, placing the other call in the session manager window and returning the original call to the launcher window.

Placing a Call While on an Active Call by Touching a Contact or Buddy 1. Touch a contact or a buddy to display information. Note Presence must be enabled to call a buddy. Refer to Enabling Presence on page 48 for more information. 2. Touch the appropriate phone number. The original call is placed on hold and moved to your session manager. The new call is active in the launcher window. 3. Touch the original call in the session manager to return to that call. This swaps the two calls, placing the other call in the session manager window and returning the original call to the launcher window.

Placing a Call While on an Active Call by Touching a Favorite or Recent 1. Touch an entry in the Favorites or Recents list. The contact is automatically dialed. The original number is placed on hold and moved to your session manager. The new call is active in the launcher window.


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Audio Calls

In-Call Icons

2. Touch the original call in the session manager to return to that call. This swaps the two calls, placing call #2 in the session manager window and returning the original call to the launcher window.

In-Call Icons The followings display when in a call.

Function

Icon

Table 9: In-Call Icons Description

Wi-Fi call

Displays when a call is using the Wi-Fi network.

Cell Data call

Displays when a VoIP call is using cellular data.

Conference

Displays when in a conference call.

Using Voice Mail An Enterprise voice mail icon displays indicating you have a voice mail message. Access voice mail using one of the following methods:

Listen to Messages 1. To access voice mail to hear your messages one at a time: 

Press and hold the “1” key, or



From the tab bar, select Voicemail touch

. In the upper right corner of the Voicemail window,

.

Note This method requires ShoreTel Connect client to be enabled. 2. Use your native voice mail options to replay, save or delete your messages. Refer to your Apple® iPad documentation for more about voice mail.

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Use Visual Voice Mail

Audio Calls

Use Visual Voice Mail This feature requires that ShoreTel Connect client for Mobile is enabled. Refer to ShoreTel Connect client on page 76 for information. Select Voicemail to view and play voice mail messages. A number displays indicating the current total of unheard messages. Messages that have not been listened to are displayed in bold text. Messages that have been listened to are displayed in plain text. In addition, use this option to Call Back the originating number or to Delete a voice mail from the list of messages. To use visual voice mail: 1. From the tab bar, touch Voicemail. 2. Select/highlight a voice mail message from the list. 3. Touch play

.

To place a call to the originating number: 1. Select a voice mail message from the list. 2. Touch Call Back. To delete a voice mail message: 1. Select a voice mail message from the list. 2. Touch Delete.

Using the In-Call Features This section describes the in-call features for the ShoreTel Connect for iPad. The active call window displays several options while in a call. Table 10 describes the options available in the active call window, in addition to the following: 

Using Conference on page 34



Emailing a Contact on page 35



Sending Chat on page 35


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Audio Calls

Using Transfer

Table 10: In-Call Features Function

Description

Icon

Hold

Place an active call on hold.

Mute

Mute your voice on an active call. Note: Switching between calls un-mutes the call.

Audio

Place an active call on speaker, headset or Bluetooth device as appropriate.

Keypad

Enter call-related numbers, such as “Dial 1 to hear your voice mail”, digits for a conference call, passwords, etc.

Transfer

Transfer a call to a specified phone number or to your desk phone. Refer to “Using Transfer” on page 32 for details.

Using Transfer While you are on an active call, you can transfer the call to one of your additional devices, directly to another contact, or to another contact after introducing the call. By default, transferring a call to your desk phone transfers to your enterprise extension. For more information, see Call Handling on page 72.

Transferring to Other Device 1. During the active call, touch Transfer

. The call is put on hold.

2. By default, selecting To Other Device transfers this call to your desk phone. The other devices start ringing and the transfer completes when the call is answered. Note Depending upon your IP PBX, if you have more than one device, the call rings all other devices. Contact your system administrator for details regarding your IP PBX configuration.

Transferring Directly to a Contact, Recent, Favorite or Groups 1. During the active call, touch Transfer

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Using Transfer

Audio Calls

2. Select a Contact

to view the available phone numbers. Select a number to transfer the call.

Note Transfer to any contact/phone number by selecting the phone number the same way as placing a new call.

Note You can also enter a contact’s number using the keypad

in the title bar. In this case, touch Call to

transfer the call.

3. To cancel the transfer and resume the call, select Cancel then

.

Note Alternatively, touch and hold a Buddy or Contact until the checkmark displays. Drag to the active call window and verify a red outline highlights this window. Release to view a popup of options. Select Transfer.

Transferring With a Consultation 1. During the active call, touch Transfer Consult to transfer a call after introducing the call to a recipient. 2. Enter the contact’s number or select Contacts and then the name of the contact from the list. The original call goes on hold. 3. After you have finished talking with the recipient, select Transfer. You are no longer on the call after you select Transfer. Select a Contact

to view the available phone numbers. Select a number to transfer the call.

Transferring to a Number Not in Your Contacts 1. During the active call, touch Transfer

2. Touch the keypad


and enter the phone number. Touch Call to transfer the call.

3. To cancel the transfer and resume the call, select Cancel then


.

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Audio Calls

Using Conference

Using Conference You can use the ShoreTel Connect for iPad to initiate a conference call with two other people. If you originated the conference call, you cannot transfer the call from your mobile device to your desk phone. Any of the other conference call participants using a mobile device running the ShoreTel Connect for iPad can transfer the call to a desk phone.

Conferencing by Touching a Contact or Buddy 1. Place a call to the first conference member. 2. Touch the Contact or Buddy to add to this conference. Note Presence must be enabled to call a buddy. Refer to Enabling Presence on page 48 for more information. 3. Touch the appropriate phone number. The original number is placed on hold and moved to your session manager. The new call is active in the launcher window. 4. Touch Merge

.

Note Alternatively, to add another conference member, touch and hold a Buddy or Contact until the checkmark displays next to the name. Drag this contact to the active call window and verify a red outline highlights this window. Release to view a popup of options. Select Conference to initiate the call and put the other call on hold. Touch Merge

to start the conference.

Conferencing by Touching a Favorite or Recent 1. Place a call to the first conference member. 2. Touch Favorites

or Recents

.

3. Touch the contact to add to this conference. The contact is automatically dialed. The original number is placed on hold and moved to your session manager. The new call is active in the launcher window. 4. Touch Merge

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Emailing a Contact

Audio Calls

Conferencing by Using the Keypad 1. Place a call to the first conference member. 2. Use the keypad

to call another member. The original number is placed on hold and moved to

your session manager. The new call is active in the launcher window. 3. Touch Merge

.

Emailing a Contact The following procedure assumes your native email settings have been previously configured for the device. 1. Touch Contacts

in the tab bar.

2. Touch a contact to view details. Touch the email address. This launches the default email application used on your iPad. Refer to the application’s documentation for more information. Note Touch the email

during an active call to send an email to this person.

Note Refer to Emailing a Buddy on page 53 for Buddy-specific email information

Sending Chat While on a call, you can chat with this caller if a message account has been setup for both you and the caller. To send a message to another contact, refer to Using Messages on page 54. 3. While in a call, touch Chat

in the active window.

4. Enter text and touch Send.

Adding Video to an Existing Audio Call To add video to an existing audio call: 1. Select Add Video.


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Audio Calls

Making Emergency Calls

2. A popup “Connecting Video...” displays. Refer to Video Calls on page 31 for functional details of using the ShoreTel Connect for iPad video feature, and refer to Placing Calls on page 41 for specific information regarding how to initiate a video call. Note Adding video to an existing audio call is supported when both parties have Video enabled. Refer to Video Settings on page 74 for more information.

Making Emergency Calls To make a call to an emergency number, dial the emergency number as you normally would. WARNING! Emergency calls can only be placed using ShoreTel Connect for iPad if “Emergency Calls over VoIP” has been enabled on the ShoreTel Connect Mobility Router. Contact your System Administrator for more information. If another call is active when you make a call to an emergency number, the non-emergency call is dropped.

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4.

Video Calls

The ShoreTel Connect for iPad video option features many of the same functions as the audio feature. Video calls supported over local or remote Wi-Fi and cellular data in both VGA (640x360) and HD (1280x720) modes. You can make or receive video calls, put a video call on hold and take or make another call, switch between active calls, transfer calls to another number or your desk phone, access enterprise and cellular voice mail, and use Contacts, Buddies, Recents and Favorites as your starting point, just as you might with an audio call. In addition, video-specific features include selecting the front or back camera lens, displaying in portrait or landscape orientation, drag movable thumbnail of local camera, adding video to existing voice calls or revert video calls to voice-only, pausing video without pausing audio, and adding video to existing VoIP audio call. This section includes information on the following: In-Call Video Functions ............................................................................................. 39 Receiving Calls ......................................................................................................... 40 Accepting or Declining a Call While on Another Call .......................................... 40 Placing Calls ............................................................................................................. 41 Features .................................................................................................................... 41 Placing a Video Call on Hold .............................................................................. 41 Changing from Video to Audio Mid-call .............................................................. 42 Muting the Call.................................................................................................... 42 Reverting the Video Call to Audio Only .............................................................. 42 Flipping the Camera ........................................................................................... 42 Shrinking the Screen .......................................................................................... 42 Moving the Thumbnail View................................................................................ 43 Ending an Active Video Call ............................................................................... 43


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Video Calls

In-Call Video Functions

In-Call Video Functions The following table lists the Connect video icons. Table 11: Connect Icons Icon

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Name

Description

Video Call

Select to make a video call.

Video Call in Progress

You have an active video call.

Hold

Place a video call on hold.

Local Video

Enable/disable the local video feed. The audio call continues, but you can not be seen.

Flip Camera

Flip the camera from front-facing to the rear of the device.

Revert to Audio Call

Stop video communication and continue call in Audio mode only.

Mute

Mute the call.

Minimize/Maximize Screen

Shrink or enlarge the video screen. Minimizing the screen allows you to see the left panel features including Contacts, Calendar, etc.

Use Keypad

Use the keypad during a video call.

End Call

Select to end the video call.


Receiving Calls

Video Calls

Receiving Calls When you receive an incoming call, choose one of these options: 

Answer with video —Touch Answer Video.



Answer with audio only —Touch Answer Audio. The sender’s display pops-up a message indicating video has been rejected.



Ignore—Touch Decline or Decline with Message to add a message.

Your mobile device’s screen becomes active when you answer the call. Note Video calls are received on your Primary Device. If you receive a call while the application is running in the background, a notification appears on the screen. Touch the notification to respond, as follows: 

Answer—The call is immediately answered and the in-call options appear.



Ignore—The call is ignored and listed in your call log as a missed call, or send directly to voice mail, if your voice mail is configured.

If receiving a call while the device is locked, choose one of these options: 

Answer—Select Slide to Answer. If appropriate, enter your password. The call is immediately answered and the in-call options appear.



Ignore—Press the On/Off (Sleep/Wake) button on the top of your mobile device. The call is ignored and placed into your call log as a missed call.

Accepting or Declining a Call While on Another Call If you receive a second video call while you are on a call, you hear a call waiting tone, and the screen indicates that there is another incoming call.

To answer a call while on another call: 

Slide the green Answer bar. The first call is put on hold and the incoming call becomes the active 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.


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Video Calls

Placing Calls

To decline a call while on another call: 

Select Decline to decline the incoming call. Note For information on Do Not Ring Mobility, refer to Call Handling on page 72.

You can also use other apps on your mobile phone while on a call. Touch the Home

key to put

the ShoreTel Connect for iPad into the background. To return to your call when you are done, touch the bar at the top of your screen.

Placing Calls Place a video call by using the keypad to enter numbers or by selecting a contact from your contacts, buddies, favorites or recent calls. Note If you are using the Connect 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 Call Handling on page 72 for details. Complete the following steps to make a call: 

Keypad: Enter the phone number you want to call and tap the video icon



Contacts, Favorites, or Groups: Tap the contact. Tap



Recents: Tap

.

.

to view the available calling options. Touch

to make a video call.

Features Placing a Video Call on Hold To place an active video call on hold: 1. Tap Hold

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Changing from Video to Audio Mid-call

Video Calls

2. Tap Hold again to make the call active again. Note If the call you placed on hold is on the enterprise Wi-Fi network, and you move out of range of the network, the call becomes active again while the call is moved from the wireless to the cellular network. After the call is moved to the cellular network, the person that you were talking to can hear you.

Changing from Video to Audio Mid-call To put the video portion of the call on hold: 1. Tap the Local Video icon

to disable local video. The call continues on audio only.

2. Tap the icon again to make the video feed active again.

Muting the Call To mute the call: 1. Tap Mute

.

2. Tap the icon again to make the call audible again.

Reverting the Video Call to Audio Only To make an active video call audio only: 1. Tap the Stop Camera

icon. The audio portion of the call remains active. This function differs

from Changing from Video to Audio Mid-call in that this function discontinues the video portion of the call.

Flipping the Camera To flip the camera from front-facing to rear-facing: 1. Tap the Flip Camera icon

.

2. Tap the icon again to revert to front-facing.

Shrinking the Screen To minimize the video screen:


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Video Calls

Moving the Thumbnail View

1. Tap the Shrink Screen icon

.

2. Tap the icon again to revert full screen.

Moving the Thumbnail View The thumbnail view of the local video can be moved anywhere on the active screen. 1. Touch and hold the thumbnail. 2. Drag and release the thumbnail view when appropriate.

Ending an Active Video Call To discontinue a video conversation: 1. Tap the End Call icon

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CHAPTER

5.


After installing the ShoreTel Connect for iPad and you have enabled Presence on your device, the ShoreTel Connect for iPad interface displays your presence in the system. Presence includes your status and location, as well as the presence of others (aka “buddies”) configured in the enterprise. Presence automatically updates based on your status or location. This chapter contains the following sections: Presence Icons ......................................................................................................... 47 Enabling Presence .................................................................................................... 48 Setting Presence Status............................................................................................ 49 Setting Location ........................................................................................................ 49 Setting Do Not Ring Mobility ..................................................................................... 49 Viewing Buddy Details .............................................................................................. 49 Buddy Settings .......................................................................................................... 50 Sorting the Buddy List ........................................................................................ 50 Assigning a Buddy to a Group ............................................................................ 50 Setting a Buddy’s Access Level ................................................................................ 50 Managing Groups and Buddies................................................................................. 51 Adding Buddies .................................................................................................. 51 Deleting Buddies ................................................................................................ 52 Creating a Buddy Group ..................................................................................... 52 Deleting a Buddy Group ..................................................................................... 53 Emailing a Buddy ...................................................................................................... 53 Emailing a Buddy ...................................................................................................... 53 Using Messages........................................................................................................ 54 Message Conversations ..................................................................................... 54


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Multi-Party Conversations .................................................................................. 55 Initiating a Second Conversation ........................................................................ 56 Making and Receiving Calls While Responding to a Message........................... 56 Using Messages While on a Call ........................................................................ 57 Active Message Session .................................................................................... 58 Nonactive Message Session .............................................................................. 59

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Presence Icons


Presence Icons The following tables display the user's presence status and location: Table 12: Status Icon

Description Available

In a Meeting

Out of Office

Vacation

Do Not Ring Mobility

Custom


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Enabling Presence

Table 13: Location Icon

Description Home

Work

On the Road

Reset

Enabling Presence When Presence is enabled, you can add or delete buddies, create groups of buddies, sort buddies, and allow others to view your location and 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 ShoreTel Connect Mobility Router user name. Enter your credentials to resolve this authentication. If needed, contact your System Administrator for this information.

1. Touch the Settings

icon.

2. Touch Preferences. 3. Touch Presence. 4. Verify that Presence is set to On. 5. 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. 6. Touch Groups

in the tab bar to view all buddies currently active in the network.

If a user in the Groups list is online, a green bubble chat icon is displayed. If a user is offline, a grey bubble chat icon is displayed.

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Setting Presence Status Setting presence status allows buddies to view your availability. 1. Touch your Extension. 2. Touch Availability State. Select an appropriate state from the list.

Setting Location Setting your location allows other buddies to view your location status. Note Location can only be set if this is the 'Primary device'. Otherwise, Location displays as disabled. 1. Touch your Extension. 2. Touch Location, then select a location from the popup list.

Setting Do Not Ring Mobility Select Do Not Ring Mobility to send calls directly to voice mail and to Recents > Missed without ringing the device. When Do Not Ring Mobility is active, messages are sent directly to Recents > Messages. 1. Touch your Extension. 2. Touch Availability State > Do Not Ring Mobility. Enable a New Do Not Ring Mobility Setting. Tip For an alternative method, refer to Call Handling on page 72.

Viewing Buddy Details You can view buddy information, including status, location, and contact information, in the Details area for each buddy. 1. Select Groups. 2. Select a buddy to view the Details screen.


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Group Settings

Group Settings Touch Groups > Settings

on the bottom of the Left Side Bar to sort the buddy list, select which

groups of buddies display and assign notifications.

Sorting the Buddy List Use the Sort feature to change the order in which Buddies are displayed. Complete the following steps to sort Buddies: 1. Touch Groups 2. Select Settings

on the bottom of the Left Side Bar.

3. Touch Display Options. 4. 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.

Assigning a Buddy to a Group 1. Touch Groups 2. Touch the

icon next to the buddy you want to assign to a group. Your buddy information

displays. 3. Touch Groups. 4. A list of available groups displays. Select a group and touch Save.

Setting a Buddy’s Access Level Buddies can be given different access levels in your network. Define Access Levels using the following table: Note Depending upon the configuration of your mobile device and server, the following options might be accessed differently or displayed differently from the examples in the following sections.

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Managing Groups and Buddies


Table 14: Access Level Description Description

MS OCS

MS Lync

Personal

Friends and Family

Contacts see your published contact information, including work, home, mobile and other phone numbers.

Workgroup

Contacts see your published work and mobile phone numbers. Contacts at this level may interrupt you when your status is Do Not Ring Mobility

Team

Company

Colleagues

Contacts see your work contact information. If you have Outlook 2003 or later and Office Communicator 2007 installed, Office Communicator can gather calendar and other Outlook related information and provide the information to Communicator Web Access for display in the contact card

Public

External Contacts

Contacts see your name, email address, title, company, and your status

Blocked

Blocked Contacts

Contacts cannot send you messages, and they can only see your name and e-mail address. Your status appears as offline

Complete the following steps to change a buddy’s access level: 1. Touch Groups 2. Select a buddy. 3. Select the access button in the buddy’s information window. 4. Select the appropriate access type. The buddy’s access level updates.

Managing Groups and Buddies Use the Edit button at the top of the Buddies Left Side Bar to create or delete a group of buddies and add or delete buddies.

Adding Buddies A contact from the corporate directory can be added to your buddy list. Note There are two directories: The AD directory is used for enterprise (corporate) search for phone numbers. These entities can be added as Contacts. The Message User Directory is used to message buddies. These entries can be added as Buddies. These directories are independent of each other.

1. Touch Groups


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Deleting Buddies

2. Touch Edit in the upper right corner of the Left Side Bar. 3. Touch Add Buddies. 4. In the Name or Email Address field, enter the first few characters of the buddy information as entered on the enterprise server. 5. Select Search to continue. 6. Select the button next to the buddy’s name to display a “+”. 7. Touch Done. A list of groups displays in the Add to Groups window. 8. Select a group by touching the circle to display a “+”, or if only one group displays, it is automatically selected with a “+”. 9. Touch Add to add the buddy to the group.

Deleting Buddies Buddies can be deleted from your buddy list. This contact remains on the corporate directory server but is no longer visible on your buddy list. 1. Touch Groups 2. Touch Edit in the upper right corner of the Left Side Bar. 3. Select the buddy that you want to delete. 4. Touch Delete.

Creating a Buddy Group You can create groups within the network. After creating a group, assign buddies to the group. Refer to Assigning a Buddy to a Group on page 50 for more information. Complete the following steps to create a group: 1. Touch Groups 2. Touch Edit in the upper right corner of the Left Side Bar. 3. Touch Edit Groups. 4. Touch Edit. 5. Touch Add. 6. Enter a group name.

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Deleting a Buddy Group


7. Touch Done. Note If you want to add a Buddy to this Group now, proceed to step 4 of Adding Buddies on page 51. If you are finished creating a group without adding a buddy, touch Cancel.

Deleting a Buddy Group You remove a group from your network. Complete the following steps to remove a group: 1. Touch Groups 2. Touch Edit in the upper right corner of the Left Side Bar. 3. Touch Edit Groups. 4. Touch Edit. 5. Select the “” bubble next to the group name to popup the Delete button. 6. Touch Delete. 7. A popup displays with options. 

Select Remove group only to delete the group and place all the buddies from that group into the group “Ungrouped Contacts”.



Select Remove group and buddies to delete the group and all of its buddies.

8. Touch Done or touch Cancel to return to the previous screen without saving changes.

Emailing a Buddy The following procedure assumes your native email settings have been previously configured for the device. Complete the following steps to send a buddy email: 1. Touch Groups 2. Select a buddy to view details. Select an appropriate email address. This launches the default email application used on your iPad. Refer to the application’s documentation for more information. Note Refer to Emailing a Contact on page 35 for Contact-specific email information.


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Using Messages

Using Messages Use the messages feature when presence and messages are enabled in the Connect application. The Message window displays the presence of the sender with a bubble chat icon. If the sender is online, a green bubble chat icon is displayed. if the sender is offline, a grey bubble chat icon is displayed. Note Buddies with a status of “Do Not Ring Mobility” or “Offline” do not receive messages.

Note During a call, data connectivity to the presence server is required for all presence/Messages actions to function. For more information on call handling during messages sessions, refer to Making and Receiving Calls While Responding to a Message on page 56 and Using Messages While on a Call on page 57.

Tip Messages can be copied and pasted. Touch and hold an messages balloon to view a pop-up of copy options. Use your native device functionality to paste into the desired area. This section describes how to use Messages with the ShoreTel Connect for iPad. 

Message Conversations on page 54



Multi-Party Conversations on page 55



Making and Receiving Calls While Responding to a Message on page 56



Using Messages While on a Call on page 57



Active Message Session on page 58



Nonactive Message Session on page 59

Message Conversations You can initiate or reply to a message, as well as manage older conversations by opening and closing previous conversations, based on settings selected using Presence on page 73. Refer to Adding Participants on page 55 for information about adding another participant to a two-party conversation.

Initiating a Conversation To initiate a message: 1. Type a message to the buddy and touch Send.

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Multi-Party Conversations


Gesture

Description

Touch

View information.

or

Select Messages.

Touch + Hold A check mark  appears to the right of the buddy name. or

Drag and drop the contact onto the Messages icon launcher.

in the

Replying to Conversation When a message notification pops up in the ShoreTel Connect for iPad, select View. A cursor flashes in the message text field. 1. Enter text. 2. Touch Send.

Multi-Party Conversations You can add more than one participant to a message 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.

Adding Participants After you initiate a message with one participant, use one of the following methods for adding another participant: Gesture

Description A check mark  appears to the right of the buddy name.

Drag and drop the contact onto the Messages icon in the Touch + Hold launcher until the box is highlighted with a red perimeter. or

Release to add the participant.

Select Manage Participants. Touch Options

Touch the plus symbol (+) next to the participant(s) you want to add. Touch Done when finished.


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Initiating a Second Conversation

Replying to a Multi-Party Conversation When a message pops up in the ShoreTel Connect for iPad, select View. The cursor flashes in the message text field. Enter text as described in Replying to Conversation on page 55. Your entries are seen by all participants in the conversation.

Removing Participants The initiator of a conversation is the Moderator. Only the Moderator can remove participants from the conversation. 1. In a message conversation with at least two other participants, touch Options

> Manage

Participants. 2. Touch the red “x” next to the participant you want to remove from the conversation. Note Each participant of a multi-party conversation closes their own conversation. If the moderator closes their conversation, only the moderator’s view is closed. The other participants are still active and can continue their conversation until they each discontinue/close the conversation.

Initiating a Second Conversation You can initiate a new message conversation while another conversation is in process. The first message conversation moves to the session manager while the second conversation is taking place. Alternate between the two message conversations by touching the appropriate session in the session manager. Gesture

Description

Touch

View information. Select Messages.

or Touch + Hold A check mark  appears to the right of the buddy name. or

Drag and drop the contact onto the Messages icon in the launcher.

Making and Receiving Calls While Responding to a Message You can make or receive a call during a message session.

Making a Call During a Message Session You can make a call during a message session.

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Using Messages While on a Call


1. To call the participant of the message conversation, touch

.

2. To call another person, use either of the following methods: Note Once minimized, the original message is moved to the Session Manager. Touch the message to continue this conversation. You may continue to send messages as well as correspond with your caller. Gesture

Description

Touch

View information. Select the appropriate number to call.

or Touch the Options

button.

Select Minimize. Touch + Hold or

Touch + Hold a or . A check mark  appears to the right of the buddy name. Drag and drop the contact onto the

icon in the launcher.

Note At least one of the buddy's numbers — enterprise, home, etc., must be configured on the sever for you to be able to call the buddy. If the buddy does not have any numbers configured on the server, the option to call the buddy is not available.

Receiving a Call During a Message Session During a message session, an incoming call displays in the main window. Answer or decline the call as appropriate.

Using Messages While on a Call You can send and receive messages during a call using the same actions as a standard message session. The caller is not put on hold.

Respond to Messages While on a Call 1. While in a call, a pop-up displays the message.


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Active Message Session

2. Touch Close or View. Note Check Settings

> Preferences > Presence > New Message Notifications to verify this

setting is enabled.

Note If a previous conversation with this participant is still active in the Session Manager, a badge displays an alert with the number of messages the participant has sent.

Initiate a Message while on a Call 1. While in a call, touch a Group

, contact

, favorite

or Recents

.

2. Verify the contact information, select the information tab if it is not active. 3. Select Messages.

Initiate a Message to the Same Caller While in a call, you can chat with this caller if Presence and Messages are enabled. 4. Touch Chat in the in-call window. 5. Send/receive message conversations as normal.

Active Message Session Several options are available during an active message conversation: 

Touch the conversation in the Session Manager to activate and continue messaging.



When the conversation is active, touch the Options 

58

button to view the following options:

Touch Manage Participants to view a list of the current conversation participants. A “+” indicates which participants are active. 

Tap a participant to add someone to the conversation, then tap Chat to send the invitation to the new participant.



Tap an active participant to delete/remove someone from the conversation.



Touch Email Transcript to send an email copy of the conversation via the mobile device’s native email application.



Select Close conversation to discontinue this conversation. This conversation moves to the Recents area and can be viewed by touching the conversation again.

User Guide


Nonactive Message Session




Select Minimize to move the active session to the Session Manager.

Nonactive Message Session There are two options available for a nonactive message conversation: 1. Touch Recents

in the tab bar.

2. Touch Messages. 

Swipe a previous conversation to view a Delete button. Touch Delete to permanently remove this conversation from the Recents window.



Touch a previous conversation to view history of the conversation. 

Touch Email Transcript to send an email copy of the conversation via the mobile device’s native email application.



Select Close conversation to return the conversation to the Recents area. This conversation can be viewed by touching the conversation again.


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Nonactive Message Session


CHAPTER

6.

Today

The Today screen displays a list of calendar meetings and conferences. A “Join” button displays associated with the ShoreTel Conferencing application, allowing you to automatically join ShoreTel conferences with your device. Refer to Calendar on page 74 for setup information. Note You may need to consult with your I.T. department to verify ShoreTel Conferencing compatibility. This chapter contains the following sections: Display Meeting or Appointment Information ............................................................ 62 Join an Audio Conference......................................................................................... 62 Join a Web Conference............................................................................................. 62 Dialing From an Email Message ............................................................................... 63


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Today

Display Meeting or Appointment Information

Display Meeting or Appointment Information The Today screen in the Left Side Bar displays a list of meetings and conferences associated with the active calendar on your mobile device. Typically, this calendar is synced with your enterprise email account. Note Touch Now to bring the meeting list to the current day.

1. From the ShoreTel Connect for iPad options menu, touch Today

in the Tab Bar to see a list

of your next appointments. 2. Touch an appointment to view the details.

Join an Audio Conference Listen to a meeting by joining a conference in your calendar. 1. From the ShoreTel Connect for iPad options menu, touch Today


of your next meetings. 2. Touch Join to automatically place a call into the conference. This is an audio call only, and no further actions are required.

Join a Web Conference To join a web conference: 1. From the ShoreTel Connect for iPad options menu, touch Today


of your next meetings. 2. Touch the meeting invitation (not the Join button). The meeting details display. 3. Touch Join Web Conference to connect to the conference. The conference passcode is automatically entered. The conference screen displays on your device.

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Dialing From an Email Message

Today

Dialing From an Email Message You can also dial calls from selecting links in email message. Refer to URL-Based Dialing on page 83 for information on manually entering the pertinent information for dialing in, or for one-touch dialing from the URL in the email.


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Today

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Dialing From an Email Message

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CHAPTER

7.


Secure remote access allows you to use the following features: 

If the ShoreTel Connect for iPad is licensed for Secure Remote Voice, you can use this feature to securely place and receive calls using any Wi-Fi network 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. You can use Secure Remote Voice from home or any other Wi-Fi hotspot and have access to PBX and desk-phone features, just as you do when you are in the enterprise.



Secure enterprise services, such as directory query are accessed using a Wi-Fi network that is not in the enterprise network.

Depending on how your system administrator configured your account, you might have access to Secure Remote Voice or secure enterprise services or both. Contact your system administrator if you are not sure whether you have secure remote access enabled on your account. This chapter contains the following sections: Before You Begin ...................................................................................................... 66 Verifying the Connection ........................................................................................... 66


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Before You Begin

Before You Begin Perform the following tasks before using Secure Remote Voice and Secure Enterprise Services: 1. Connect to a the Connect Server via an external Wi-Fi network or cellular data connection. Refer to Setting Up a Wi-Fi Access Point on page 12 for details. 2. Verify that Voice and Data Services are accessible with your ShoreTel Mobility user account. Refer to Verifying the Connection on page 66. If you are using a Wi-Fi from a hotspot or similar network, you might need to access a public Web page after creating a Wi-Fi access point on your mobile device so that you can enable access to the Internet. After you have established Internet connectivity, you can then add the access point as a preferred connection in the ShoreTel Connect for iPad. Note Before you prepare to use Secure Remote Voice or access secure enterprise services, verify that your ShoreTel Mobility user account is configured to use these features. If you are not sure whether you are authorized to use these features, contact your system administrator.

Verifying the Connection Touch the VoIP registration

icon to display the connection status.



Green indicates connection.



Red indicates no connection.

If there is no connection or if the device is not provisioned, a notification icon is displayed in the Title bar to indicate that your device is not registered.

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CHAPTER

8.


If your company uses an LDAP-based corporate directory server and your System Administrator has configured the ShoreTel Connect Mobility Router to query that directory server, the ShoreTel Connect for iPad allows you to search the corporate directory from your mobile device when it is connected to the enterprise Wi-Fi network. You can search for a person, email address, phone extension or full number, conference room, or other corporate entities. If you are outside the enterprise Wi-Fi network, you can search the corporate directory only if your system administrator has configured your ShoreTel Mobility user account to access enterprise services using a remote Wi-Fi network or data network. Searching the corporate directory using a remote Wi-Fi data network is a secure transaction. This chapter contains the following sections: Searching the Directory............................................................................................. 68 Searching the Directory Outside of the Enterprise.................................................... 68 Adding a Contact....................................................................................................... 69 Creating a Favorite.................................................................................................... 69 Deleting a Favorite .................................................................................................... 70


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Searching the Directory

Searching the Directory If you have access to secure enterprise services, you can also search the corporate directory using a remote Wi-Fi or data network. To search the corporate directory for a person, a phone number, a conference room or other corporate entity, touch Contacts in the tab bar, then enter a string of letters or numbers that you want to search for in the field. Touch Continue Search on Enterprise Directory or touch Search on the keypad. Note All names that match the search criteria display. For example, entering “joe” displays all users with first name or last name that start with this string; searching “2814” displays all users with that extension and their full directory numbers (555-2814, 888-2814, etc.) as they appear in the corporate directory. If your directory search provides a match, any associated information that in the corporate directory displays (for example, home number or personal cell number). The following includes but is not limited to possible listed information: 

enterprise



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. Note Depending on the server configuration, if a large number of contacts match the search, not all matches may be shown.

Searching the Directory Outside of the Enterprise If your system administrator has configured your ShoreTel Mobility account to use secure enterprise services, you can use the following networks to search the corporate directory when outside of the office: 

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Cellular packet-data network

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Adding a Contact


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. If you search the corporate directory using a cellular data network, you incur data charges as described in your service plan. 

Wi-Fi network outside of the enterprise If you can establish a connection to a Wi-Fi network with your mobile device, you can search the corporate directory. If you are not sure whether you have access to the corporate directory outside of the office, contact your system administrator.

For information about how to set up your mobile device to access secure enterprise services, see Secure Remote Access on page 65.

Adding a Contact 1. Touch Contacts

in the tab bar, then enter a string of letters or numbers that you want to

search for in the field. 2. Touch Continue Search on Enterprise Directory or touch Search on the keypad. 3. Select a contact. 4. Select Add to Contacts in the popup window. 5. Select Create new Contact or Add to Existing Contact as appropriate. 6. Modify fields as appropriate. 7. Touch Done. 8. Touch the “X” in the search field to return to the main screen.

Creating a Favorite 1. Touch Favorites 2. Touch the + at the top right of the Favorites window to add a contact to the list.


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Deleting a Favorite

3. Select a contact or use the search field to lookup an existing contact. Specify the contact’s information, for example work phone, email, etc., to add to the Favorites list. Note This action may be used for all of a single contact’s information, displaying a new Favorite listing for each item that is selected. For example, if you select both email and work phone number as favorites for a single contact, that contact displays twice in the Favorites list, one showing the email address and the other showing the work phone number.

Tip You can also add a phone number/message for an existing contact to the Favorites list by touching the for the phone number/message when viewing the contact.

Deleting a Favorite 1. Touch Favorites 2. Swipe across a favorite's name. A Delete button displays. Select the button to delete the favorite, or touch anywhere else to cancel this action without deleting. Tip You can also remove a phone number/message from Favorites by touching and removing (unhighlighting) the

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for the phone number/message.


CHAPTER

9.


Use the Settings feature to view or modify ShoreTel Connect for iPad Settings. This chapter contains the following sections: Preferences............................................................................................................... 72 Call Handling ...................................................................................................... 72 Call Routing ........................................................................................................ 72 Presence ............................................................................................................ 73 Voicemail ............................................................................................................ 73 Calendar ............................................................................................................. 74 Video Settings..................................................................................................... 74 Advanced .................................................................................................................. 74 Configuration ...................................................................................................... 74 ShoreTel Connect client...................................................................................... 76 ShoreTel Connect client Controlled Device ........................................................ 78 Setup .................................................................................................................. 79 Provisioning ........................................................................................................ 80 Troubleshooting .................................................................................................. 80 Help........................................................................................................................... 81 Tutorial Videos .................................................................................................... 81 Contacting Support ............................................................................................. 81 About .................................................................................................................. 81


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Preferences

Preferences Call Handling 

Touch Do Not Ring Mobility. Select the length of time for Do Not Ring Mobility to be active. To revert to allowing incoming calls to ring the device, select Off. 

On—Enabled. Your desk phone rings for all incoming calls and the mobile device does not ring.



Off—Disabled. Your mobile device rings.

Note As an alternative, refer to Setting Do Not Ring Mobility on page 49. These settings can also be done using the ShoreTel Connect client. 

Select Forward call to voicemail to send all incoming calls to voicemail. Incoming calls to your enterprise phone number do not ring on your desk phone or mobile device.



Select Forward call to specifies that all calls are forwarded to a specific phone number. Select On, then enter the number in the field.



Select Transfer to desk number to transfer calls to your desk phone. By default, the extension of your enterprise phone number is used when transferring an active call from your mobile device to your desk phone. If the PBX for your enterprise uses a phone number other than your extension to transfer active calls to your desk phone, you can specify that number. If you need more information about which number your PBX uses to transfer calls, contact your system administrator.

Call Routing 3. For Allowed Data Networks, choose from the following options: 

Wi-Fi—When enabled, you can use Wi-Fi networks to connect to the ShoreTel Connect for iPad Server. If Wi-Fi is enabled and connected, the Wi-Fi network is used instead of cellular data whenever possible.



Cellular Data—When enabled, you can use a cellular data connection to the ShoreTel Connect for iPad Server. (Your account has to be enabled for cellular data access on the ShoreTel Connect Mobility Router.)



Cellular Data Roaming—When enabled, a cellular data connection may be used also while roaming. (Your account has to be enabled for cellular data roaming on the ShoreTel Connect Mobility Router.)

4. For Audio Call Routing preferences, choose from the following options: 

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Wi-Fi—Use Wi-Fi networks for voice calls whenever possible.


Presence




Cellular Data—Make voice calls using a cellular data connection. Voice calls over cellular data require a 3G or faster data connection.



Cellular Voice—Place enterprise calls as cellular voice calls when you cannot use a data connection. The enterprise call is still connected via the ShoreTel Connect Mobility Router. Disable this option to prevent cellular voice calls from being used for enterprise calls. This option is only available if your account has been enabled for cellular voice calls on the ShoreTel Connect Mobility Router.



Cellular Data Roaming—Place voice calls using a cellular data connection, including when roaming. This option is only available if your account has been enabled for cellular data roaming on the ShoreTel Connect for iPad Server.



Cellular Voice Roaming—Place enterprise calls as cellular voice calls, including when roaming. This option is only available if your account has been enabled for cellular voice roaming on the ShoreTel Connect Mobility Router. Disable this option to avoid incurring cellular voice costs when traveling to other countries.

5. For Video Call Routing preferences, choose from the following options: 

Wi-Fi—Use Wi-Fi networks for voice calls whenever possible.



Cellular Data—Make voice calls using a cellular data connection. Voice calls over cellular data require a 3G or faster data connection.



Cellular Data Roaming—Place voice calls using a cellular data connection, including when roaming. This option is only available if your account has been enabled for cellular data roaming on the ShoreTel Connect for iPad Server.

Presence 

ShoreTel SMS—Turn ShoreTel SMS ON or OFF.



Presence—Turn Presence ON or OFF.



Presence User Name—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.



Touch Message History. Select the appropriate option for the amount of history you want to display.



Toggle New Message Notifications, On/Off.



Toggle New Message Notifications Sound, On/Off. Toggle ON if you want to be alerted about new messages with a sound.



Toggle Message Preview to On to view a preview window of the message.

Voicemail Enter the enterprise and/or carrier numbers used to contact voicemail.


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Calendar

Calendar After ShoreTel Connect for iPad is installed, you are prompted to allow the ShoreTel Connect for iPad permission to access your calendar. Allowing access gives you direct access to meeting invitations (ShoreTel Conference Bridge, WebEx and GoToMeeting) or to pop-up event reminders. If you did not opt to allow the ShoreTel Connect for iPad to access your calendar, you can manually set it as follows: 1. Set Calendar Conference to ON. 2. Set Reminder to On, and then select a how many minutes ahead of the meeting you want a pop-up reminder. Note This feature is supported in the English language only.

Video Settings 1. Select Enable Video to have a video conversation. 2. Select Show self-camera to show a thumbnail of you in the larger video area. This thumbnail can be dragged to any area of the active screen when enabled. Refer to Moving the Thumbnail View on page 43 for instructions on moving this thumbnail. Refer to Call Routing on page 72 for more information on In-Call Wi-Fi and Cell Data settings.

Advanced Configuration You can modify the following advanced settings:

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

View general Configuration settings.



View ShoreTel Connect client settings.



View or change your Connect Setup.



Provision or reprovision a device.



Set up calling from a Calendar event.



Turn on logging to help with Troubleshooting.

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Configuration


To change advanced settings: Select Settings > Advanced, and choose from the following settings: 

Configuration—Verify the settings. These fields are read-only and can only be changed by re-provisioning the device.



ShoreTel Connect client—Set up the ShoreTel Connect client options. See ShoreTel Connect client on page 76 for details on supported features when the ShoreTel Connect client is enabled.

Note ShoreTel Connect client integration is intended for users whose sole device is the ShoreTel Connect for iPad. Extension reassignment is not supported. ShoreTel may extend the capabilities of integration to include extension reassignment in a future release. 

Setup—Choose from the following setup options: 

Select Echo Cancellation and specify On (enabled) or Off (disabled).



For Keep Wi-Fi Connected, specify On (enabled) or Off (disabled). ShoreTel recommends enabling this option to ensure calls are received on the Wi-Fi network when the device has been idle for a long period of time.



Select Primary Device to change the setting to Yes and to make this device primary. (The device that you have with you most often.)



Select ShoreTel Connect client Controlled Device to control a device from ShoreTel Connect client. This option is visible only if it has been enabled by an Administrator. Refer to ShoreTel Connect client Controlled Device on page 78 for details on the ShoreTel Connect client features that are supported when ShoreTel Connect client Controlled Device is enabled.



Select Synchronize Configuration to retrieve recent settings changes from the ShoreTel Connect Mobility Router. Settings from the ShoreTel Connect Mobility Router are automatically retrieved at regular intervals. Use this function to immediately retrieve the latest settings, without waiting for the automatic synchronization to occur. A Wi-Fi or cell data connection is required.



Select Data Collection to allow the collection of data from your device to help improve and enhance ShoreTel Connect for iPad. All data collected is anonymous.



Provisioning—You do not need to reprovision a device unless you get a new one, switch between devices that use the same User ID, or unless your ShoreTel Mobility user account gets deleted from the ShoreTel Connect Mobility Router. After you install the ShoreTel Connect for iPad, you can reprovision the device.



Troubleshooting—If you have problems, you can upload various types of logs to the ShoreTel Connect Mobility Router. Turn Enable Logging ON and select either Upload or Send log via email. For the type of logging to use, contact your ShoreTel Mobility administrator for advice. For more information, see Troubleshooting on page 80.


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ShoreTel Connect client

ShoreTel Connect client Note This feature is available only with ShoreTel IP-PBX. In addition, ShoreTel Connect client integration is intended for users whose sole device is the ShoreTel Connect for iPad. Extension reassignment is not supported. ShoreTel may extend the capabilities of integration to include extension reassignment in a future release. ShoreTel Connect client is typically automatically enabled when the device is provisioned. If credentials cannot be determined automatically when the application launches the first time, a popup prompts you for Username and Password. Note In most cases, your ShoreTel Connect client and the Presence server’s user name and password are the same, enabling ShoreTel Connect client to automatically log on. The login displays Remember password. Check the box to save the password without needing to enter it again (unless it changes). If not checked, the password is remembered while the application is running, but you are prompted again if the application is restarted

Note ShoreTel Connect client integration is not supported for cellular network calls. After provisioning, you can manually enable or disable ShoreTel Connect client. 1. Select Settings > Advanced > ShoreTel Connect client. 2. Toggle Enable to On. 3. Enter the ShoreTel Connect client User Name. Note If you change your username in Settings, any previously saved password is cleared. You are prompted for this information at the next login.

Note If an Active Directory account is used, the user name must contain the Windows Domain, followed by a backslash character and the login name, e.g. 'DOMAIN\user'. When ShoreTel Connect client is enabled, the following features are available on your mobile device:

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Table 15: ShoreTel Connect client Functions Function

Extension Assignment

Visual Voice Mail

Availability State

Icon

Description Provides a list of phone numbers that can be used as an alternate to a desk phone for incoming calls. Refer to Configuring Extension Assignment on page 77. Displays the number of voice mail messages in the voice mailbox and information such as date, time and duration, and allows you to listen to voice mail messages. Refer to Use Visual Voice Mail on page 31. Changes the Availability State on the ShoreTel Connect for iPad. Refer to Specifying Availability State on page 78.

Configuring Extension Assignment The active Extension Assignment (EA) is an alternate phone number you can use to answer calls coming into the ShoreTel extension. For example, set EA as your home phone number to have all incoming calls to the ShoreTel extension routed to your home phone. When the EA is set to something other than your desk phone, the desk phone displays “Anonymous” on the screen. Calls placed from the desk phone in this state show “Caller ID unknown” on the called party’s display, since it is no longer assigned to you. The default is Primary Phone (desk phone). Note Define EA numbers in ShoreTel Connect client. Refer to your device-specific ShoreTel Connect client User Guide for more information.

Note All additional EAs defined in ShoreTel Connect client display on the ShoreTel Connect for iPad. Set EA in the ShoreTel Connect for iPad selects/enables the active EA.

WARNING! If running ShoreTel Connect for iPad on your cell phone, do not select your cell phone number as the Extension Assignment. Doing so will cause ShoreTel Connect for iPad to be bypassed. To select an Extension Assignment: 1. Select your Extension then touch


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ShoreTel Connect client Controlled Device

2. Select Primary Phone to have incoming calls routed to your primary phone (in most cases, a desk phone). Select another EA in the list to have incoming calls routed to that phone number. In this case, the primary phone becomes “Anonymous”.

Specifying Availability State The active Availability State determines the handling of inbound calls. One mode is always active. Note Configure the custom Availability State using the Custom Availability State option in ShoreTel Connect client. This configuration is mirrored in the ShoreTel Connect for iPad when Custom is selected. To specify the current Availability State: 1. Select your Extension then touch 2. Select the desired mode from the list of options. The check mark defines the current Availability State.

ShoreTel Connect client Controlled Device A ShoreTel Connect client Controlled Device (CCD) is a device that you can control from the ShoreTel Connect client. Select ShoreTel Connect client Controlled Device to control a device from the ShoreTel Connect client.

Enabling ShoreTel Connect client Controlled Device 1. Select Settings > Advanced > Setup > ShoreTel Connect client Controlled Device. 2. Select Enable or Disable. When ShoreTel Connect client Controlled device is enabled, the following in-call functions are supported on the ShoreTel Connect for iPad: Table 16: ShoreTel Connect client Supported Call Functions

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Function Name

Description

Dial

Make call.

Answer

Accept call.

Hang up

Discontinue call.

Mute/Unmute

Listen to party without being heard/return to normal conversation.

Hold/Unhold

Suspend current call without hanging up/return to normal conversation.

Blind Transfer

Transfer call without introduction to the recipient of the transfer.

Consult Transfer

Transfer call after introducing the call to the recipient.

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Setup


Table 16: ShoreTel Connect client Supported Call Functions Function Name

Description

Mailbox Transfer

Transfer call to recipient’s voice mailbox.

Voice Mail Transfer

Transfer call to your voice mailbox.

Transfer to AA

Transfer call to Auto-Attendant.

Blind Conference

Add a participant.

Consult Conference

Add a participant after introducing the conference to the participant.

Drop a Conference Participant Remove a participant from a conference. Conference Hold/Unhold

Suspend current conference without hanging up/return to normal conference mode.

Transfer Intercom

Transfer a call to a phone’s intercom.

Transfer Whisper

Transfer a call and introduce the call without the 3rd party hearing the introduction.

Intercom

Make a call to a phone’s intercom.

Conference Intercom

Add a participant to a conference using the participant’s phone intercom.

Conference Intercom

Add a participant to a conference using the participant’s phone intercom.

Overhead Page

Make a call to a paging system.

Whisper Page

Intervene in a call and speak to your colleague without the other party knowing. In this mode, you are unable to hear the other caller, as well; you are not listening in on the conversation but just communicating with your colleague.

Transfer to Voice Mailbox while Ringing

Transfer a call to voice mailbox while the call is still ringing.

Call a Voice Mailbox

Leave a voice mail message rather than speak to the recipient.

Record Call

Record your call.

Record Extension

Record someone else’s call.

Setup 

Verify or change the Enterprise Voice mail Number. This is the number you dial to access your enterprise voice mailbox. Contact your System Administrator for this information.



Touch Echo Cancellation and specify On (enabled) or Off (disabled). The default is On and is the recommended setting.



Touch Keep WiFi Connected and specify On (enabled) or Off (disabled). ShoreTel recommends enabling this option to ensure calls are received on the Wi-Fi network when the device has been idle for a long period of time.


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

Provisioning

Select Synchronize Configuration to retrieve recent settings changes from the ShoreTel Connect Mobility Router. Settings from the ShoreTel Connect Mobility Router are automatically retrieved at regular intervals. Use this function to immediately retrieve the latest settings, without waiting for the automatic synchronization to occur. A Wi-Fi or cell data connection is required.

Provisioning Note Make sure that the device is connected to a Wi-Fi or data network prior to proceeding. Touch Provisioning to reprovision your device. Follow the procedure starting from step in Download and Install the ShoreTel Connect for iPad on page 12 to complete the process.

Troubleshooting Select Troubleshooting to view logging options. 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 ShoreTel Connect Mobility Router for evaluation. Note A Wi-Fi or cell-data connection is required for this feature.





On the Debug Options screen, turn Enable Logging ON.



Enable the appropriate type of logging.



Touch Log Levels to select the severity of the log.



Touch Components to specify which component of the log to report. A checkmark indicates that component will be included in the log.



To send the log: 

Select Upload and optionally enter a brief description of the nature of the error in the Subject field, and touch Send, or



Select Send log via email, complete the email form, and touch Send.

Select Primary Device to change the setting to Yes and to make this your primary device. Note You can provision up to 5 devices (per account) based how your ShoreTel Connect Mobility Router is configured. Check with your ShoreTel Mobility administrator if you encounter a conflict. The Primary Device is how your location is determined, so it should be the device you carry all the time. You can use all of your devices to make or receive calls, messages, and more.

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Help


Help Tutorial Videos Select to view tutorials on various features of the ShoreTel Connect for iPad.

Contacting Support Select On to enable your device to call your support center. You may optionally view the support center’s contact information, and/or send an email with an attachment of the issue’s log file. In this case, touch Send Log. Your device’s email application automatically pops up with the log information populating the email. Send the email to complete the operation.

About Touch About to view release version and date information.


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APPENDIX

A.

URL-Based Dialing

Overview ................................................................................................................... 84 Supported Formats and Example Uses.............................................................. 84 URL-based One-Touch Calling ................................................................................. 86


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A

URL-Based Dialing

Overview

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. Table 1: URL-based dialing Key

Description ; w

Wait/Prompt

, p

Work

The feature is available under the following conditions: 

Connected to a corporate/enterprise



Connected via the cellular data

Wi-Fi network. network.

Supported Formats and Example Uses The following table shows supported formats and example uses for this feature: Table A-1. Example Uses Description VoIP url with , and ; characters sent in an email where the email format is plain-text format Example Syntax: voip://2113,#;1234567# VoIP URL sent in a calendar INVITE from the OUTLOOK Exchange client on MS Windows 2010 (new meeting). The Client opens the calendar appointment and the user can click the VoIP URL that is included in the NOTES section of the invitation. VoIP URL sent in a calendar INVITE from the OUTLOOK Exchange on MS Windows 2010 through ShoreTel Service Appliance 100 Outlook Plug-in (for example, manually adding a VoIP URL as part of the ShoreTel Service Appliance 100 details in the invite).

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Supported Formats and Example Uses

Format

URL-Based Dialing

Table 2: Supported formats Supported

Plain Text Email



HTML Based Email



Hypertext link within an Email

-

Microsoft® Outlook Calendar Invite



Table 3: Example Uses Description VoIP url with , and ; characters sent in an email where the email format is plaintext format Example Syntax: voip://2113,#;1234567# VoIP URL sent in a calendar INVITE from the OUTLOOK Exchange client on MS Windows 2010 (new meeting). The Client opens the calendar appointment and the user can click the VoIP URL that is included in the NOTES section of the invitation. VoIP URL sent in a calendar INVITE from the OUTLOOK Exchange on MS Windows 2010 through ShoreTel Service Appliance 100 Outlook Plug-in (for example, manually adding a VoIP URL as part of the ShoreTel Service Appliance 100 details in the invite). VoIP URL sent in a calendar INVITE from the OUTLOOK Exchange on MS Windows 2010 through ShoreTel Service Appliance 100 Outlook Plug-in (for example, manually adding a VoIP URL as part of the ShoreTel Service Appliance 100 details in the invite).


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A

A

URL-Based Dialing

URL-based One-Touch Calling

URL-based One-Touch Calling To call in via the URL in your email message: 1. When you receive an email reminder message or calendar invitation with a call link: 2. Select the link to see meeting details. 3. Wait for the meeting pop-up to open before the meeting time, then select the link in the pop-up to see more details. 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

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APPENDIX

B.

Extension Assignment and Availability

Overview ................................................................................................................... 88 Configuring Extension Assignment ........................................................................... 89 Specifying Availability State....................................................................................... 90


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B


Overview

Overview ShoreTel Connect for iPad supports the following ShoreTel Connect client features. Note The following features are available only when ShoreTel Connect client is enabled. Refer to ShoreTel Connect client on page 76 to enable these features.

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Configuring Extension Assignment


Table 1: ShoreTel Connect client Functions Function

Icon

Extension Assignment

Visual Voice Mail

Availability State

Description Provides a list of phone numbers that can be used as an alternate to a desk phone for incoming calls. Refer to Configuring Extension Assignment on page 89. Displays the number of voice mail messages in the voice mailbox and information such as date, time and duration, and allows you to listen to voice mail messages. Refer to Use Visual Voice Mail on page 31. Changes the call Availability State on the ShoreTel Connect for iPad. Refer to Specifying Availability State on page 90.

Configuring Extension Assignment The active Extension Assignment (EA) is an alternate phone number you can use to answer calls coming into the ShoreTel extension. For example, set EA as your home phone number to have all incoming calls to the ShoreTel extension routed to your home phone. When the EA is set to something other than your desk phone, the desk phone displays “Anonymous” on the screen. Calls placed from the desk phone in this state show “Caller ID unknown” on the called party’s display, since it is no longer assigned to you. The default is Primary Phone (desk phone). Note Define EA numbers in ShoreTel Connect client. Refer to your device-specific ShoreTel Connect client User Guide for more information.

Note All additional EAs defined in ShoreTel Connect client display on the ShoreTel Connect for iPad. Set EA in the ShoreTel Connect for iPad selects/enables the active EA.

WARNING! If running ShoreTel Connect for iPad on your cell phone, do not select your cell phone number as the Extension Assignment. Doing so will cause ShoreTel Connect for iPad to be bypassed.


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B

B


Specifying Availability State

To select an Extension Assignment: 1. Select your Extension then touch 2. Select the phone you want to designate as the assigned phone. Outgoing calls are now identified by this extension and this phone rings with incoming calls. If a ShoreTel IP phone has been assigned, rather than a device using the Connect, the Mobility devices no longer ring.

Specifying Availability State The active Availability State determines the handling of inbound calls. One mode is always active. Note Configure the custom Availability State using the Custom Availability State option in ShoreTel Connect client. This configuration is mirrored in the ShoreTel Connect for iPad when Custom is selected. To specify the current Availability State: 1. Select your Extension then touch 2. Select the desired mode from the list of options. The check mark defines the current Availability State.

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