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ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
ShoreTel and Sametime: From Zero to Hero
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ShoreTel and Sametime: From Zero to Hero

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Manual that describes concept, installation & configuration of ShoreTel telephony integration features for IBM Sametime

Manual that describes concept, installation & configuration of ShoreTel telephony integration features for IBM Sametime

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  • 1. SametimeVersion 8.5.2From Zero to HeroShoreTel Communicator for IBM SametimeInstalling and configuring a Social Communications solutionFrom Zero to Hero: ShoreTel Communicator for IBM Sametime 1
  • 2. Edition NoticeNote: Before using this information and the product it supports, read the information in "Notices."This edition applies to version 8.5.2 of IBM Sametime (program number 5724–J23) and to allsubsequent releases and modifications until otherwise indicated in new editions.© Copyright IBM Corporation 2013.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSAADPSchedule Contract with IBM Corp.From Zero to Hero: ShoreTel Communicator for IBM Sametime 2
  • 3. ContentsEdition Notice.......................................................................................................................2Contents...............................................................................................................................3Introduction and purpose of this guide.................................................................................4What is IBM Sametime?.......................................................................................................4What is ShoreTel?................................................................................................................4How does ShoreTel telephony integrate with IBM Sametime?.............................................5Solution architecture.............................................................................................................5Machines used in the deployment scenario.........................................................................8Installing and configuring IBM Sametime.............................................................................8Installing IBM Sametime Community Server..................................................................10Configuring IBM Sametime Community Server..............................................................26Installing IBM Sametime Connect..................................................................................30IBM Sametime – more than instant messaging and presence.......................................35Installing and configuring ShoreTel telephony....................................................................37Installing and configuring ShoreTel Communicator for IBM Sametime...............................38Installing and configuring CSTA and Sametime Integration Services.............................38Installing and configuring client components..................................................................43From Zero to Hero: ShoreTel Communicator for IBM Sametime 3
  • 4. Introduction and purpose of this guideThe IBM Social Communications vision describes an integrated approach of easily finding,reaching, and collaborating with others through a unified user experience. Social Communicationssets „traditional“ communication such as e-mail and telephony in context of a social business,enabling organisations to become more integrated and social in how they communicate, innovateand make decisions.This vision is implemented by a set of IBM and partner solutions.The present guide describes installation and configuration of ShoreTel Communicator for IBMSametime, a solution that connects Sametime instant messaging and presence with telephonyprovided by ShoreTel. The solution plug-in enables advanced communications and providesfeatures commonly available from an enterprise VoIP deskphone as part of unified messagingcapabilities within the IBM Sametime or IBM Lotus Notes client.This document is intended for use as a template for implementing a demo or pilot environment withthe option to extend. Sales, PoC or IT staff can consult this step-by-step guide to realize, forexample, an integrated customer showcase.Please notice: The information provided is general in nature. The described scenario will requiremodifications / extensions for implementation in a production environment.What is IBM Sametime?IBM Sametime is a product family that enables unified communications and collaboration via anunified user experience. It delivers services such as presence awareness, IM, Web conferencing,VoIP, video, persistent group chat, broadcast tools, instant screen sharing and location-basedawareness.The Sametime platform consists of client and server applications, but also provides an open plug-inmodel for adding third-party services. It can be integrated with applications your workforce usesevery day for easy access to enterprise instant messaging, online meetings, telephony and videoconferencing.What is ShoreTel?ShoreTel provides an unique set of unified business communications solutions that consistentlyleads the industry in customer satisfaction and lowest total cost of ownership. In addition to anpremise-based IP phone system with unified communications and contact center capabilities,ShoreTel also offers cloud-based communications.The ShoreTel approach of a distributed architecture is incorporated into a unique appliance-basedplatform. This platform has no single point of failure: each switch and site functions as anindependent call processor. In the event of wide area network (WAN) failure, the phone systemcontinues to place and receive calls on the Public Switched Telephone Network (PSTN).A ShoreTel VoIP phone system can scale and grow across as many sites, as needed. The wholesystem could be managed from a single browser-based interface.Because of its open system approach, ShoreTel integrates with popular business applications suchas IBM Sametime, enabling users with VoIP phones, mobile phones, or any phone connected to thepublic phone network to communicate and work together in a brilliantly simple new way.From Zero to Hero: ShoreTel Communicator for IBM Sametime 4
  • 5. How does ShoreTel telephony integrate with IBM Sametime?ShoreTel Communicator for IBM Sametime delivers the best of both worlds for ShoreTel andIBM Sametime users: a reliable, single-image, easy-to-manage and feature-rich unifiedcommunication solution. It allows users to call, transfer, conference, hold, or hang up theirsoftphone. Call logs remain available for historical reference and ShoreTel telephony presencebecomes visible to all IBM Sametime contacts – all within the familiar IBM Sametime and IBMLotus Notes interfaces users are accustomed too. ShoreTel Communicator for IBM Sametimeprovides easy access to voice messages and the ability to listen and reply to, create, and managevoice mails with full ShoreTel visual voicemail implementation – straight from your Sametime orNotes desktop. Users can also click to dial from business cards within IBM Sametime contacts.Extension assignment and softphone settings are readily available for edit via simple setting controlwithin IBM Sametime.Full integration with your IBM Lotus Notes calendar is included as well - supporting automatic callhandling mode control. So, if your calendar reflects you as “in a meeting” your telephony statuswill automatically change to “in a meeting.”Solution architectureBoth IBM Sametime and ShoreTel telephony solutions could be deployed in either a single-site ormulti-site scenario.Note: The Sametime Wiki describes in detail how to implement a high availability and high-performance enterprise-scale deployment of Sametime as well as the ShoreTel Planning andInstallation Guide does for the telephony infrastructure.IBM Sametime is much more than just chat and presence while these are the functions that ShoreTelCommunicator for IBM Sametime currently supports and extends. Sametime also provides webconferencing and integrated voice, data and video within a social communications offering. For ourcurrent ShoreTel Communicator for IBM Sametime deployment scenario, only SametimeCommunity Server is needed. Other Sametime services such as Web Meetings, audio/videointegration or mobile device access will require additional server components.If your plan to setup a multi-service Sametime environment, IBM strongly recommends toinstall the IBM Sametime System Console as your focal point for administering andconfiguring all Sametime servers.The following picture describes a single-site deployment of IBM Sametime and ShoreTel. For thisscenario, ShoreTels Headquarter (HQ) server hosts the voice applications platform and themanagement web site, as well as the integrated voice applications. ShoreTel Communicator forIBM Sametime brings Instant Messaging and Sametime presence together with voice mail,telephony presence, call control and other features provided by ShoreTel.Note: IBM Lotus Domino is an optional component in this scenario. If you use or plan to useDomino-based e-mail and calendaring, the ShoreTel Communicator for IBM Sametime couldseamlessly integrate with your Domino calendar to manage your call handling mode.From Zero to Hero: ShoreTel Communicator for IBM Sametime 5
  • 6. Single-site environment of ShoreTel Communicator for IBM SametimeThis scenario requires you to provide/install the following components/machines:• Active Directory or LDAP• IBM Sametime Community Server• ShoreTel (HQ) serverThe ShoreTel server provides features such as Distributed Application Platform (TAPI access viaShoreTel Telephony Management Service) and Single System Management (ShoreWare Director).It also hosts the ShoreTel Communicator for IBM Sametime.To reduce WAN bandwidth, increase system scale and reliability, the ShoreTel system also supportsDistributed Voice Servers (DVS) to allow distributing voicemail and other applications. Currently, atotal number of 21 servers (1 HQ, 20 DVS) is certified by ShoreTel.In the scenario below, „local“ users at SITE 2 connect to their local ShoreTel server with DVSinstalled while SITE 3 users connect directly to the HQ server. For the purpose of simplification,the scenario assumes that Sametime, Directory Services and (optional) Domino are hosted centrally.ShoreTel Communicator for IBM Sametime could be installed on both HQ and DVS servers.During the setup process, it detects whether the base server is running HQ or DVS services andinstalls appropriately.From Zero to Hero: ShoreTel Communicator for IBM Sametime 6
  • 7. Multiple-site environment of ShoreTel Communicator for IBM SametimeThe installation steps described below focus on the single-site deployment of ShoreTel, IBMSametime and the ShoreTel Communicator for IBM Sametime.From Zero to Hero: ShoreTel Communicator for IBM Sametime 7
  • 8. Machines used in the deployment scenarioWithin the next steps, we will either access or setup the following server components:Server 1 (decide which option fits better to your requirements)ldap.<yourdomain>: Domino 8.5 LDAPorad2008.<yourdomain>: Active Directory 2008Server 2stshoretel.<yourdomain>: Sametime 8.5.2 Community Server:Server 3shoretelhq.<yourdomain>: ShoreWare HQ ServerClient 1no specific host name: Sametime Connect 8.5.2 and/or Lotus Notes 8.5.3For this manual, we will use the domain pscbln.de.ibm.com.Installing and configuring IBM SametimeIBM Sametime Community Server runs on top of an IBM Lotus Domino run-time environment. Tosetup a Sametime 8.5.2 Community Server, you will need the following installation packages thatcould be downloaded from IBM Passport Advantage:Windows• IBM Lotus Domino 8.5.2 32 bit for Windows English (CZIP9EN)• IBM Sametime Standard Community Server V8.5.2 Windows Multilingual (CZYD7ML)AIX / Linux / Solaris• IBM Lotus Domino 8.5.2 for AIX 32 bit English (CZJ99EN) or• IBM Lotus Domino 8.5.2 32 bit Linux for xSeries English (CZIQ2EN) or• IBM Lotus Domino 8.5.2 32 bit Solaris English (CZIQ4EN)• IBM Sametime Standard Community Server V8.5.2 AIX Linux Solaris Multilingual(CZYD8ML)IBM i• IBM Lotus Domino 8.5.2 for IBM i English (CZIQ5EN)• IBM Sametime Standard Community Server V8.5.2 IBM i Multilingual (CZYD9ML)Note: To install a localized version of Sametime, you will have to download and install theappropriate Domino Language Pack too.If your plan to setup a multi-service Sametime environment, IBM recommends you to install anadditional server as the first step: The IBM Sametime System Console acts as your focal point foradministering and configuring all Sametime servers. Because it is not required for our ShoreTel /Sametime deployment, installation and configuration of the System Console server is notFrom Zero to Hero: ShoreTel Communicator for IBM Sametime 8
  • 9. documented within this manual.You can find further details about the installation in the IBM Sametime wiki at:http://www-10.lotus.com/ldd/stwiki.nsfTo setup a Sametime 8.5.2 System Console Server, you will need the following installationpackages that could be downloaded from IBM Passport Advantage:Windows• IBM Sametime Standard System Console Server V8.5.2 Windows Multilingual (CZYF2ML)AIX / Linux / Solaris• IBM Sametime Standard System Console Server V8.5.2 AIX Multilingual (CZYF3ML) or• IBM Sametime Standard System Console Server V8.5.2 Linux on x86 Multilingual(CZYF4ML) or• IBM Sametime Standard System Console Server V8.5.2 Solaris Multilingual (CZYF5ML)IBM i• IBM Sametime Standard System Console Server V8.5.2 IBM i Multilingual (CZYF6ML)Directory Services: We need an existing LDAP or Active Directory for installation, so make surethat this service is accessible from your machine via DNS or /etc/hosts.IBM Sametime Connect is an Eclipse-based client for presence / instant messaging, webconferencing and audio / video. It bases on an open, extensible platform architecture that enablesusers or organizations to deploy and use a taylor-made set of features depending on their needs,environment and policies.To setup an IBM Sametime Connect client, you will need to download the following installationpackages from IBM Passport Advantage:Windows, Linux and Mac• IBM Sametime Standard Connect Clients and Network Installer V8.5.2 MultiplatformMultilingual (CZYF7ML)While IBM Sametime Connect is a stand-alone application, IBM also provides an embeddedversion of its feature set that seamlessly integrates with Lotus Notes, IBMs integrated collaborationclient.Note: Because of the variety of deployment scenarios for a Notes / Domino environment, thismanual will focus on how to extend an existing Lotus Notes client by integrating the ShoreTelCommunicator for IBM Sametime there, but will not describe the setup of a Notes / Dominoenvironment for messaging and / or applications. For details about how to plan and deploy aNotes/Domino infrastructure, please have a look at the wiki:http://www-10.lotus.com/ldd/dominowiki.nsfFrom Zero to Hero: ShoreTel Communicator for IBM Sametime 9
  • 10. Installing IBM Sametime Community ServerThe following steps describe installation of a single Sametime Community Server 8.5.2 in aWindows environment.Preparation: Provide your server with a fully qualified hostname, e.g. stshoretel.<yourdomain>.Also note that, if you use Windows 2008 as Operating System, you will need to start all installationsand configurations in administrative mode.1. Extract the Domino installation package and start the installation process. The following dialogis getting displayed:2. Click Next >. The server we are about to install is our first Domino server within the domain,so select the first option and click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 10
  • 11. 3. We name the Domino server stshoretel, derived from the servers host name. Provide some titlehere, then click Next >.4. Provide an organizations name. Based on that, the installer will create your organizationscertifyer. Make sure to remember its password - it is required for administrative tasks such asregistering new organizational units, servers and users.From Zero to Hero: ShoreTel Communicator for IBM Sametime 11
  • 12. 5. Provide a Domino domain name, then click Next >.6. Insert a name for your Domino Administrator and assign a password to that user.Click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 12
  • 13. 7. We dont need any additional Domino-based services to support our deployment scenario, sodisable the LDAP service, then click Next >.8. From the Domino network settings dialog, navigate to the port settings and disable NetBIOSover TCP/IP.From Zero to Hero: ShoreTel Communicator for IBM Sametime 13
  • 14. 9. On the next screen, keep the default settings, then click Next >.10. Please review the configuration details on the next screen, then click Setup to start theinstallation.From Zero to Hero: ShoreTel Communicator for IBM Sametime 14
  • 15. 11. If setup is done, please click Finish to close the installation dialog.Note: If you plan to deploy a non-English Sametime server, this would be the right time toinstall the appropriate Domino Language Pack.12. Extract the Sametime installation package to a temporary location. Navigate to theSametimeStandardServerserver directory there, and run the setupwin32.exe.13. Select your language of choice:From Zero to Hero: ShoreTel Communicator for IBM Sametime 15
  • 16. 14. The installation dialog comes up. Click Next > to proceed.15. Accept the license agreement, then click Next>.From Zero to Hero: ShoreTel Communicator for IBM Sametime 16
  • 17. 16. If you have already installed a Sametime System Console server and created a deployment planfor your new Sametime Community Server, select Yes here and specify your System Consoleserver.In our scenario, we do not use the System Console, therefore we select No here.Click Next > then.17. Accept the default and click Next >, in our scenario we wont deploy web conferencing withslide conversion.Notice: The following steps describe how to connect your Sametime Community Server to either anLDAP or an Active Directory.From Zero to Hero: ShoreTel Communicator for IBM Sametime 17
  • 18. LDAP only: Step 18 - 2218. If you would like to connect to an existing LDAP, point the Sametime server to your LDAPservice.Advanced LDAP Configuration might not be neccessary for this scenario, but will provideyou with some more detailed configuration options, e.g., in case a bind user is needed to accessyour LDAP.Click Next >.19. If required, enter your LDAP bind users credentials. Select the first option for anonymousaccess.From Zero to Hero: ShoreTel Communicator for IBM Sametime 18
  • 19. 20. Click Test Connection to make sure that Sametime could access the LDAP.21. If everything is OK, click Next >.22. For LDAP configuration steps 2/6 - 6/6, keep the defaults. Always click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 19
  • 20. Active Directory only: Step 23 - 3023. If you would like to connect to an existing Active Directory, point the Sametime server to yourservice. Notice the different port number.Check Advanced LDAP Configuration, then click Next >.24. Enter your ADs bind users credentials.From Zero to Hero: ShoreTel Communicator for IBM Sametime 20
  • 21. 25. For Active Directory, change the search filter to the following:(&(objectclass=organizationalPerson)(|(cn=%s)(sn=%s)(sAMAccountName=%s)(mail=%s)))26. Click Next >.27. For Active Directory, specify the following search filter:(&(objectclass=organizationalPerson)(|(cn=%s*)(sn=%s*)(sAMAccountName=%s*)(mail=%s*)))The base object depends on your Active Directory structure. Click Next > if you have specifiedthe appropriate settings.From Zero to Hero: ShoreTel Communicator for IBM Sametime 21
  • 22. 28. Keep the default settings and click Next >.29. To access your Active Directory, add the appropriate base object here, then click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 22
  • 23. 30. Just keep the defaults here, then click Next >.31. After having configured access to eiter LDAP or Active Directory, the next screen provides theoption to enable HTTP tunneling to access your Sametime server.Keep the default, then click Next > here, because we wont make use of HTTP tunneling in ourscenario.From Zero to Hero: ShoreTel Communicator for IBM Sametime 23
  • 24. 32. Read the summary to validate your specified settings, then click Install.33. The installation starts. It could take a couple of minutes to finish.From Zero to Hero: ShoreTel Communicator for IBM Sametime 24
  • 25. 34. After the installation has been finished, you should see a Lotus Domino Server icon on yourdesktop. Clicking on it will automatically start the newly created Sametime Community Server.35. After server startup, navigate to the Windows services management. It might take a couple ofminutes, but then all Sametime (ST<xxx>) services should be started.Known issue with Active Directory:If your Sametime Community Server is connected to an Active Directory, some users might noticethe effect that online awareness does not work for them or, that a users name appears multiple timesin the same contact list. This issue could be fixed by modifying the LDAP configuration settingsdocument that is created during installation.The steps to fix the issue are described here:http://www-01.ibm.com/support/docview.wss?rs=203&uid=swg21161658From Zero to Hero: ShoreTel Communicator for IBM Sametime 25
  • 26. Configuring IBM Sametime Community ServerBefore we proceed with installation of the ShoreTel Communicator for IBM Sametime, we needto modify a couple of parameters that impact both the server connectivity and the set of features thatis available to the clients.Administration of IBM Sametime requires only a browser. There are two different scenarios formanaging and configuring the Sametime platform:• Using the Sametime System Console: This is a recommended approach for an environmentwith more than instant messaging and awareness. In this scenario, a centralized administrationis provided by the Integrated Solutions Console, a dedicated application running on IBMsWebSphere Application Server. It provides a central point for managing and monitoring allSametime services as well as for providing the desired functionality to your users and groups.• Using the stand-alone management and administration capabilities of Sametime CommunityServer: Our server could be managed via an administrative web front-end, enabling theadministrator to modify all the settings that impact the services provided by the CommunityServer. Well follow this scenario which requires you to install a Java Run-time Environmentbefore you proceed with the next steps.Before we could deploy the ShoreTel Communicator for IBM Sametime feature to our Sametimeusers, we need to enable them to install additional plug-ins on their clients. By default, this option isdisabled by policy. To enable it, run the following steps:1. Navigate your browser to your Sametime server, e.g. http://stshoretel.pscbln.de.ibm.com.2. You should see the following screen:From Zero to Hero: ShoreTel Communicator for IBM Sametime 26
  • 27. 3. Log in with your Domino Administrator account which you had specified during installation ofthe Domino server.4. When logged in, scroll down until you see an Administer the server link on the right-handside.5. Click on that link. The Administration screen should come up, allowing you to configure theserver.From Zero to Hero: ShoreTel Communicator for IBM Sametime 27
  • 28. 6. From the outline, navigate to Policies, and open the Sametime Default Policy.7. Scroll down to the Instant Messaging section, and enable the Allow plug-ins installationoption.Optional: If you plan to provide the full IBM Sametime feature set (including ShoreTelintegration) embedded in IBM Lotus Notes to your users, enable the Allow all SametimeConnect features to be used with integrated clients option.From Zero to Hero: ShoreTel Communicator for IBM Sametime 28
  • 29. 8. Click OK on the page bottom to save your changes.ShoreTel Communicator for IBM Sametime, which we will install later, requires connectivitybetween its server base platform, the ShoreTel HQ server, and the IBM Sametime CommunityServer. Therefore, we will have to add the ShoreTel machine to the list of IP addresses trusted bySametime.To accomplish that, follow the steps below:1. Shutdown your Sametime Community Server – the console command for that is quit.2. If the server is down, navigate to the data directory of your Domino server, by default this isC:IBMLotusDomino.3. Find the sametime.ini file and add the following line there, establishing a trusted connectionbetween your ShoreWare HQ server and the Sametime machine:VPS_TRUSTED_IPS=<Your_ShoreTel_Server_IP>4. Save and close the sametime.ini file.5. Start the Sametime server.From Zero to Hero: ShoreTel Communicator for IBM Sametime 29
  • 30. Installing IBM Sametime ConnectThe following steps describe an IBM Sametime Connect client setup on Windows. Installation onMac and Linux is also supported.1. Extract the installation package to a temporary location. Navigate to the extracted folder andfind the SametimeStandardClientsametimeclient.standalone subdirectory within.2. From the Windows directory, start the sametime-connect.exe.3. Select the first option to start the setup immediately after extraction of the required file set, thenclick Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 30
  • 31. 4. After a couple of minutes, the setup dialog comes up. Select your language of choice, then clickOK.5. When a system check has been completed, you should see the following screen. Click Next >there to continue.From Zero to Hero: ShoreTel Communicator for IBM Sametime 31
  • 32. 6. Accept the license agreement, then click Next >.7. Accept the installation location by clicking Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 32
  • 33. 8. Click Install to start the installation.9. After a couple of minutes, you should see the following screen:10. Click Finish to start the newly installed client.From Zero to Hero: ShoreTel Communicator for IBM Sametime 33
  • 34. 11. Log in with an existing user id from your LDAP or Active Directory.12. If Sametime connectivity to your directory has been configured properly, you should see thefollowing screen now:From Zero to Hero: ShoreTel Communicator for IBM Sametime 34
  • 35. IBM Sametime – more than instant messaging and presenceBeyond awareness and chat, IBM Sametime provides a set of client and server components thatenables users to collaborate over an intranet or the Internet. This includes features and activitiessuch as screen sharing and real-time audio / video capabilities to work together. Integration is key toa Social Communications vision where members of the community can chat through instantmessaging sessions or start meetings that include chat, screen-sharing, polls, the ability to send webpages to other users, and audio / video capabilities. Sametime also includes location awareness ofthe user, and an extensible resource area at the bottom of the left pane that can be customized toreflect different locations.Outside instant messaging providers such as AOLs AIM, Microsoft Office Communications Server,and Google Talk communities could be integrated through IBMs Sametime Gateway, enablingusers to share presence information and to participate.There are three primary Sametime client applications available: the Sametime Connect client, theembedded Sametime Connect client as part of IBM Lotus Notes, and the Sametime Meeting Roomclient. There is also a comprehensive set of mobile apps available for different plattforms anddevices.The following picture displays the general architecture of a Sametime solution:IBM Sametime: General architectureFrom Zero to Hero: ShoreTel Communicator for IBM Sametime 35
  • 36. Note: Most of the features and components shown here (except IBM Connections, SametimeUnified Telephony / SUT, Email, and the Sametime Gateway) are covered by the SametimeStandard license, therefore a customer that plans to deploy the ShoreTel Communicator for IBMSametime solution is entitled to deploy and use features such as Web Meetings and access frommobile devices without additional charge.From Zero to Hero: ShoreTel Communicator for IBM Sametime 36
  • 37. Installing and configuring ShoreTel telephonyThe ShoreTel server software is shipped on a DVD or can be downloaded directly from theShoreTel web site.Installing a ShoreTel HQ or DVS server is not described within this manual because it is embeddedinto a setup process for the whole telephony infrastructure, including voice switches, IP phones andnetwork.Planning and implementation of a ShoreTel system is described by the ShoreTel Planning andInstallation Guide that is available athttp://support.shoretel.comWithin the setup process, you create your set of ShoreTel users and assign them the appropriatephones and extensions. These data will be replicated to the Sametime Integration Services later andlinked to the Sametime user data set.From Zero to Hero: ShoreTel Communicator for IBM Sametime 37
  • 38. Installing and configuring ShoreTel Communicator for IBM SametimeShoreTel Communicator for IBM Sametime is implemented as a set of server and clientcomponents. On server side, the Sametime Integration Services hook into the ShoreTel HQ servercapabilities. On client side, a set of plug-in modules delivered via ShoreTel server extends themodular platforms of IBM Sametime Connect and IBM Lotus Notes.Installing and configuring CSTA and Sametime Integration ServicesThe installer package is delivered as a single MSI package for both 32 and 64 bit Windowsoperating systems. It will install the CSTA Services as well as the Sametime Integration Servicesand will also create an Eclipse Update Site containing the Sametime client plug-ins.The installer package could be installed on either the ShoreWare HQ or on a ShoreWare DVSserver. During the setup process, it automatically detects the server configuration and will providethe appropriate steps to install the required set of components.The installer package will set up the following Windows services:• ShoreTel CSIS Connector• ShoreTel CSTA Connector• ShoreTel CSTA Gateway• ShoreTel CSTA TSP 32 (on 32 bit systems), ShoreTel CSTA TSP 64 (on 64 bit systems)• ShoreTel IBM Sametime IntegrationThese services will be automatically started during installation.Note: The following steps describe the installation process on the ShoreWare HQ server.1. Start the installation, e.g., by clicking on the install package link from your desktop.From Zero to Hero: ShoreTel Communicator for IBM Sametime 38
  • 39. 2. Accept the license agreement, then click Install.3. The installation wizard now asks for your Domino and Sametime server. If you have anexisting Domino server for calendaring & scheduling, ShoreTel Communicator for IBMSametime integrates with your Domino calendar. This means that, call handling occurs basedon your calendar information.Notes: ShoreTel Communicator for IBM Sametime uses IIOP calls for accessing your calendar,therefore, this feature required enablement of the DIIOP server task on Domino side.If you dont have Domino calendaring & scheduling in place or dont want to integrate with,leave the Domino server field empty.From Zero to Hero: ShoreTel Communicator for IBM Sametime 39
  • 40. Note: You could either user the servers IP address(es) or host names.Click Next then.4. Enter either your LDAPs or Active Directorys server name or IP address here. Specify thedistinguished name of your bind user (if required) and the search base for your environment.Click Next.5. Enter the user field name – for Domino LDAP this would be cn. In case of an Active Directory,use distinguishedName here.Also, enter the field names used in your directory for phone number and mobile number, thenclick Next.From Zero to Hero: ShoreTel Communicator for IBM Sametime 40
  • 41. 6. The installation starts. This could take a minute or two.7. You should see the following screen, indicating that installation has been finished.From Zero to Hero: ShoreTel Communicator for IBM Sametime 41
  • 42. To validate, if ShoreTel Communicator for IBM Sametime could access the ShoreTel data set, dothe following:1. Navigate to C: Program FilesShoreline CommunicationsShoreWare ServerIBMlicense.2. Find and open the license-info.xml file. It should contain all the ShoreTel users you havepreviously created.Finally, the installer package will provide a Sametime client plugin update site at the followingURL (“hq_server” stands for your HQ server):http://hq_server:8080/IBM/client/updatesite/site.xmlas well as at this file system path:C:Program FilesShoreline CommunicationsShoreWare ServerIBMclientupdatesitePlease note that the URL will not be available before a couple of minutes after the ShoreTel IBMSametime Integration service has started.From Zero to Hero: ShoreTel Communicator for IBM Sametime 42
  • 43. Installing and configuring client componentsShoreTel Communicator for IBM Sametime provides a set of client components that interate witheither IBM Sametime Connect or IBM Lotus Notes. Both clients base on the modular andextensible Eclipse platform. To add additional components, an Eclipse-based client could beconnected to an Update Site to download and install plug-in modules. The Sametime IntegrationServices hosted on the ShoreTel HQ server provide an Update Site that could be accessed via HTTPfrom the clients.IBM Sametime Connect client: Installing ShoreTel Communicator for IBM SametimeThe following steps describe an installation of the appropriate set of plug-inst into a SametimeConnect Client.1. Open your Sametime Connect client.2. From the Tools menu, navigate to Plug-ins > Install Plug-ins...Note: If this option is greyed out, check the Sametime policy configuration steps described inthe previous chapter.From Zero to Hero: ShoreTel Communicator for IBM Sametime 43
  • 44. 3. Select the second option because we would like to install a new feature set. Click Next >.4. Click Add Remote Location and point the wizard to the following URL:http://<Your_ShoreTel_Server>:8080/IBM/client/updatesite/site.xmlFrom Zero to Hero: ShoreTel Communicator for IBM Sametime 44
  • 45. 5. Click OK.6. Click Finish to proceed.7. Make sure that all features have been selected for installation, then click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 45
  • 46. 8. Accept the terms of the license agreement, then click Next >.9. Click Finish.From Zero to Hero: ShoreTel Communicator for IBM Sametime 46
  • 47. 10. You may receive a certificate warning – Please trust the signer by selecting the third option,then click OK.11. If the installation has been finished, a dialog comes up, requesting you to restart your SametimeConnect client.From Zero to Hero: ShoreTel Communicator for IBM Sametime 47
  • 48. 12. After restart, your Sametime Connect client should now contain the ShoreTel Communicatorcomponents such as VoiceMail and telephony presence.From Zero to Hero: ShoreTel Communicator for IBM Sametime 48
  • 49. IBM Lotus Notes client: Installing ShoreTel Communicator for IBM SametimeBecause of the variety of deployment scenarios for the Notes client, our scenario will start with analready existing Lotus Notes installation. To find out how to deploy the ShoreTel Communicatorfor Sametime client plug-in as part of the initial Notes client installation, refer to:http://publib.boulder.ibm.com/infocenter/domhelp/v8r0/topic/com.ibm.help.domino.admin85.doc/H_ENABLING_AND_USING_THIRD_PARTY_FEATURE_INSTALL_AND_UPDATE_1925_OVER.htmlPreparation: There are two ways to deploy the required set of plug-ins into your Lotus Notesclient. If user-initiated provisioning of plug-ins has not been disabled for your Lotus Notes client,you can start the installation from the File menu, by clicking the Application > Install option.The plug-in installation process is very similar to provisioning for a Sametime client, so pleasefollow the steps described in Installing ShoreTel Communicator for IBM Sametime: IBMSametime Connect client.If you plan to deploy the ShoreTel Communicator for Sametime client plug-in for multiple clientsor prevent your Notes users from running the manual setup described above, it is best practice toprovide a centralized entry point for installation. A Widget Catalog is similar to an App Store andenables the end user to deploy additional components to the Lotus Notes client via drag and drop.From an administrators perspective, the catalog also facilitates the management of complexity ifdifferent extensions and extension sets should be provided to different users and groups.From Zero to Hero: ShoreTel Communicator for IBM Sametime 49
  • 50. 1. From your Domino Administrators Lotus Notes client, create a Widget Catalog on yourDomino server by selecting File > Application > New.2. Name the new server application Widget Catalog with file name widgets.nsf, based on the(advanced) template Widget Catalog (8.5) from your Domino server.3. Click OK.From Zero to Hero: ShoreTel Communicator for IBM Sametime 50
  • 51. 4. From the newly created application, navigate to File > Application > Access Control.5. Assign the WidgetAuthor role to those users that should be able to add Widgets to the catalog.6. Click OK.From Zero to Hero: ShoreTel Communicator for IBM Sametime 51
  • 52. 7. Close the catalog.8. Navigate to your Notes clients Preferences page.9. Navigate to the Widgets section and enable the Show Widget Toolbar and the My WidgetsSidebar panel option.10. Add your Domino server that hosts the catalog. Enter the name of the catalog, then click Apply.This creates a local replica of the catalog on your machine.11. Save and close the Preferences page by clicking OK.12. Expand your new Widgets sidebar component.From Zero to Hero: ShoreTel Communicator for IBM Sametime 52
  • 53. 13. From the drop-down menu of this component, select Configure a Widget from... > Featuresand Plugins on an Update Site.14. Point the wizard to your ShoreWare HQ servers update site for the plug-ins, then click Load:15. Select both components. Click Next >.From Zero to Hero: ShoreTel Communicator for IBM Sametime 53
  • 54. 16. Enter a title for this Widget, then click Next >.17. Click Next > again.From Zero to Hero: ShoreTel Communicator for IBM Sametime 54
  • 55. 18. Click Next.19. Click Finish.20. You may receive a certificate warning – Please trust the signer by selecting the third option,then click OK.From Zero to Hero: ShoreTel Communicator for IBM Sametime 55
  • 56. 21. If update has been finished successfully, you should see the following dialog. Click Yes torestart Notes.22. If Notes comes up again, you should have all the ShoreTel Communicator for IBMSametime features available from the sidebar.IBM Lotus Notes client: Provisioning ShoreTel Communicator for IBM SametimeIf you have the client components running within your administrators Notes application, you cannow publish the newly created Widget to the Widget Catalog. This enables other users that areallowed to access and install from that catalog to setup the ShoreTel Communicator for IBMSametime with just a simple drag & drop action.Note: You need to finish the installation steps described in IBM Lotus Notes client: InstallingShoreTel Communicator for IBM Sametime before you proceed.From Zero to Hero: ShoreTel Communicator for IBM Sametime 56
  • 57. 1. From your administrators client, navigate to the My Widgets sidebar component. Right-clickon the ShoreTel Communicator for IBM Sametime Widget and select Publish to Catalog.2. The form that opens now could be used to provide your users with some details about the plug-ins, e.g., functional description, screen shots, ...3. Click Save & Close to save the Widget.From Zero to Hero: ShoreTel Communicator for IBM Sametime 57
  • 58. 4. To install the Widget on a different Notes client, start Notes on that machine.5. Configure the Widget Catalog as described in Step 8-11 from the Installing ShoreTelCommunicator for IBM Sametime: IBM Lotus Notes client (Single-user deployment)section.6. Navigate to the My Widgets sidebar and click on the Browse the Widget Catalog icon.7. You should see the new widget that we have created before.8. From the Widget Catalog, drag and drop the Widget to the My Widgets sidebar. This initiatesthe deployment process.9. Restart your Notes client. If Notes comes up again, you should have all the ShoreTelCommunicator for IBM Sametime features available from the sidebar.From Zero to Hero: ShoreTel Communicator for IBM Sametime 58

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