Shoretel VoIP configuration for Tesira using the VoIP web interface

Creating a new user

Add a new User to the ShoreTel system.

1. Go to Administration —> Users -> Individual Users
2. Select the site that you would like to add a User to.
3. Click "Go" 

Setting up the new user

The steps below outline the process setting up the new user account in ShoreTel.  All of the following steps are located in the Edit User page accessed from the previous step.  Note that any configuration settings not explicitly detailed in this section can be left at the default value. 

1. Enter a name for the user. 
2. Enter the extension number to be used in the Number field. 
3. Change the License Type to Extension Only or Extension + Mailbox.  The latter should be used if a Voicemail account will be created for the card. 
4. Change the Access License to match what would be expected of the card in the current ShoreTel setup.  This setting does not effect the Tesira VoIP functionality, it simply helps in ShoreTel organization. 
5. Enter Caller ID if desired.
6. Enter DID info if desired. 
7. Set PTSN Failover to None.
8. Set the User Group that makes the most sense in the ShoreTel setup. 

9. The correct Primary Phone Port selection is based off of the entry in Step 3.  Apply the setting based on the criteria below:

• If Extension Only was used in Step 3 select SoftSwitch for the Primary Phone Port.  Then select SoftSwitch from the pull-down menu. 
• If Extension + Mailbox was used in Step 3 select IP Phones for the Primary Phone Port.  Then select Any IP Phone.

10. Enter a SIP Password.
11. Click "Save" at the top of the page. 

Setting the call stack size

Tesira VoIP endpoints can handle up to 6 call appearances on a single line.  Separate call appearances can be used to place calls on hold to open another call, support call waiting, and utilize the conference feature.  Note that conferencing in Tesira is limited to a 3-way call per line.  It is recommended that you limit the number of appearance available to a maximum of 6 in the ShoreTel system.  It may also be desired to limit the number of appearances lower than the 6 available in Tesira.  Setting the ShoreTel limit lower will further limit the number of calls appearances at a single extension. 

1. From the Edit User screen select the Personal Options Tab. 
2. Set the Current Call Stack Size to support the maximum number of call appearances desired on the extension.
3. Click “Save”

Accessing the VoIP web page

To access the VoIP web page, connect a computer to the VoIP network, open a web browser, and enter the IP address of the VoIP port. If successful, a login page will be displayed.

Default username: admin

Default password: admin

If you do not see a login screen, ensure the following:

• The Tesira device must be running firmware version 3.8 or newer.
• The Tesira system must be running a configuration file that includes a VoIP block.
• This Tesira system must have either HTTP or HTTPS access enabled on the VoIP port, as described here.

Network Configuration

1. Under the Network window, set “VLAN” to “Enabled” if your VoIP network uses a tagged VLAN.  If the network uses an untagged VLAN or no VLAN, leave this value as disabled”.  If VLAN is enabled, enter the correct VLAN ID.
2. Leave “DHCP” set to “Enabled” if the Tesira VoIP will obtain an IP address automatically from a DHCP server.  Otherwise, set “DHCP” to “Disabled”, and manually enter an appropriate static IP Address, Subnet Mask, and Gateway for the Tesira VoIP endpoint

To access the optional advanced network features, click the "Switch to Advanced" button.

To write the settings to the VoIP card click on "Save Changes" and then "Apply Saved Changes". After the changes have been saved, you will be brought back to the login page.

Configuring the VoIP settings

Navigate to the "Line 1 Setup" on the left side of your browser window and to the "SIP Config" tab.

3. Toggle to the Advanced View of "SIP Config"
4. Select "ShoreTel" as the Proxy vendor 
5. In the Extension field, enter the Extension Number used in the ShoreTel settings. (see: "Setting up new User", step 3)
6. In the Authentication User Name (Extension) field, enter the Extension Number used in the ShoreTel settings. (see: "Setting up new User", step 3)
7. In the SIP Phone Password field, enter the SIP Password you used in the ShoreTel settings. (see: "Setting up new User", step 10)
8. In the Proxy Address field, enter the IP address of the ShoreTel ShoreGear switch.
9. Ensure that Transport is set to UDP 
10. Ensure that the Session timer is Enabled
11. Set the Session Refresher field to UAS. 
12. If your network prioritizes VoIP traffic using Quality of Service (QoS), select the Quality of Service tab and enter the appropriate settings for your network.  Otherwise, skip this step. By default, only the Diffserv attributes are available. If you prefer specifying QoS using TOS, select TOS as the QoS mode in the Properties Sheet and return to this page.
13. If you’re configuring two lines, select "Line 2 Setup" at the left of the page and repeat steps 4-11.
14. All other settings can remain at their default values in most cases.
15. Once all settings have been added, save the changes by clicking "Save Changes".

To send the changes to the Tesira VoIP interface, click "Apply Saved Changes". This will send the new settings to the VoIP interface. The VoIP interface will then briefly reboot, and start working based on the new settings.