ShoreTel Legacy Integraiton: ShoreTel as Voice Mail!

One of the more interesting aspects of PBX system installation in general and ShoreTel in particular, is the subject of Legacy PBX integration. There are a variety of reasons that a new ShoreTel installation might need to integrate with the old, in place or “legacy” PBX phone system. You might be installing the ShoreTel at the first location of a multi-site installation with the rest of the sites coming on line as older equipment leases expire. PBX’s typically use a tandem tie-line to join systems together. The ShoreTel, in this instance, would know the dial plan of the other PBX extensions and know which users lived in which PBX. If a ShoreTel user dials and extension number or receives a call for an extension known to live across the tie-line, the call is sent to the other PBX. The tie-line is typically define as part of a trunk group that outlines a list of “off-premise extensions”. The ShoreTel can also provide digit translation and manipulation to accommodate over lapping dial plans.

Increasingly, as ShoreTel grows in popularity and increased market acceptance, it is being asked to be the Voice Mail system for the legacy PBX. If you think about it, legacy PBX systems have traditionally been installed with separate Voice Mail systems. As it relates to market share, large corporate clients often have OCTEL voice mail systems that are now coming up on ten years after service life! Perhaps the telephone system is not ready for replacement quite yet, but the VM is about to die under its own weight. The ShoreTel makes for a great solution! Install the ShoreTel as a voice mail system for the legacy PBX. Then, as the opportunity allows, let it grow up and strangle the PBX as its obvious replacement.

We have been involved in the integration of Nortel, Avaya, NEC, Mitel and even a Toshiba key system to the ShoreTel as a PBX. We are now seeing growing demand for the ShoreTel to do both functions! The ShoreTel not only integrates as the new PBX with the old, legacy PBX to smooth client migration and transition; but it simultaneously provides VM for the users on the legacy PBX. Now how kool is that? ShoreTel as VM is a powerful migration strategy and a win/win for both client and vendor. Finding someone, however, that has a demonstrated competency in legacy integrations for both ShoreTel as PBX and ShoreTel as VM , complete with a client list that can be referenced is an essential element of a successful solution and implementation.

ToolBar Options for ShoreTel Call Managers

The Personal or Professional Call Manager has long been a key element in the success of the ShoreTel solution. This desktop call control application enables you to easily manage your phone calls. “Point and Click” to take action, or “right click” on an active call to immediately list all of your options. (You will find that there is always more than one way to do things in the ShoreTel Call Manager). The Call Manager can be customized by the system administrator. Each user can have up to 6 toolbars each supporting up to 24 buttons! You can dock or move these toolbars around and they can be hidden from the View menu in the Call Manager user interface. The System Administrator can create “Global Toolbars” and push them out to users as part of a class of service options.

Global and Personal Toolbar

You can create buttons that monitor other members of your team, launch applications, transfer live calls to remote cell phones! If you are using the Integrated toolbar (see previous post) as part of the ShoreTel Enterprise Contact Center, the list of options for your toolbar can include call center specific functions. These functions might include Release with Code and Wrap Up with Code, both generally used in a contact center environment. ShoreTel Toolbars are easy to create, push out to users and offer a wide range of customization options that enable you to create a true “air traffic control system” for manipulating your phone system!   The graphic shows three rows of buttons that are a combination of user-specific, and “Global” that were pushed out to Call Center agents via a COS option.   If the PCM looks strange to you,  it is because you are on a version before 8+ which changed to this new look and feel.

Live Operator or Automated Attendant?

Remember, you never get a second chance to make a first impression! How you handle an incoming telephone call will largely define your company to the calling public, scarefully consider what image you want to project. Some businesses feel strongly that all incoming calls should be answered during normal business hours by a live operator. Others believe that what an automated attendant lacks in up-front personality, it makes up for in promptness and routing efficiency.

There are two characteristics that need to be understood in order to make either choice work effectively. First, how many calls can one live operator handle graciously at any one time? Secondly, an automated attendant cannot make more people answer the phone! You may be surprised to fi nd that statistics identify that less that 3 out of 10 phone calls to your place of business are clients or prospects. Most phone calls are “friends and family”, other employees, outside vendors, and other enterprise support organizations. If the reason for having a live operator answer all incoming phone calls is to provide “high touch” personal attention to the company’s clients, you may want to set up a “back door” automated attendant.

Friends and family know exactly who they want to talk with. Even the vendors have a particular person in mind when they call. In most cases, if the target is not available, nobody else can help them. Why burden the live operator with these phone calls? With a “back door” automated answering solution, you provide friends and family a telephone number that is always answered by an Automated Attendant. This strategy will free your live operator to give that much more time and attention to clients when they do call.

Automated Attendants can be very effective tools for greeting the caller, providing a standardize and uniformed greeting and salutation; and then providing stream lined screening, routing to include message acquisition and retrieval. Used effectively they can by very powerful call flow solutions. Just remember, an AA cannot create more employees to answer the phone! It does not make sense to have a recording that says “dial one for accounting and two for sales” only to have the calls routed to the same person no matter what the caller selects!

Most AAs make it possible to have a company directory available to the caller with a “dialby name” option. This may or may not be a good idea, but it is an option never the less. If the extension that the caller dials is unavailable, the system can prompt the caller to leave a message. Many systems now capture the Caller ID of the caller and make it available to the inside target even if the caller did not leave a message!

Sometimes it is better that a call be routed to a group of individuals rather than a specific single individual. “Dial One for Accounting” might result in the caller being directed to a HUNT GROUP.  The hunt group might first ring, Tom, then Dick, then Harry. Optionally, the hunt group can be set up to ring all three department members simultaneously. If nobody answers, the call is usually forwarded to some individual’s mailbox and the caller is urged to leave a message for call back.

The difference between a hunt group and a WORK GROUP is this: rather than terminate an unanswered call in a voice mail box, you can now play the caller a care message and put them on hold until someone can answer the call. If Tom, Dick and Harry are already on a phone call, we might want the caller to wait a few minutes until one of the team members hangs up. While on hold the caller can listen to pre-recorded music or company messages. Most workgroups have the ability to announce estimated hold times and to provide a “bail out” option to voice mail if the wait is too long.

In my box “VoIP System Planning Guide” (down load from the DrVoIP.Com) there is a diagram that shows an example of all the call flow elements that are available: live answer, automated attendant, hunt groups and workgroups. You will need to create similar documentation and make it available to your phone system vendor so that they can program your call flow vision accurately and to assure that when you “go live”, there is a published understanding among your user groups as to how “call flow” impacts your business operation.

When planning call flow for a live answer operator, remember to separate the operator function from the person who is the operator. If Midge is the company Operator, will calls ring Midge’s desk or an Operator extension that appears on Midge’s phone? The answer to this will determine if Midge will have a personal extension and voice mailbox that is separate from the Operator extension and mailbox. Whenever possible, separate the function of “operator” from the person, in this case Midge, who answers the operator line. Additionally, it is possible for the “operator” extension to have multiple line appearances, a button on other phones that might be a back up to Midge.

How does a ShoreTel SBS compare to a CISCO CCME in $?

I am always being asked to compare ShoreTel and CISCO in one or another area.    CISCO has a family of products that range from the UC500 through the CCME and on to the full blown Unified Communications Call Manager.    One way to compare these two systems is to look a the raw cost of equipment, generally the tip of the ice berg in a voice over IP deployment, but a useful starting point.    Lets assume an small configuration of 85 users, with a PRI and a need for 24 analog telephone devices for fax, modem, credit card, elevator, etc.    I configured the ShoreTel single image solution using the Small Business Version of the product as this was only a single site example.   The equipment list came in as follows:

  • ShoreGear-220T1   =           $5995
  • ShoreGear-24A   =               $2995
  • (2) ShorePhone IP 560 =     $698
  • (8) ShorePhone BB 24 –     $2392
  • (75) ShorePhone IP 230 –    $19425
  • Small Business Server and Voicemail – $1,500
  • (85) Extension and Mailbox License = $11,900

The ShoreTel solution would come in at approximately $49245.50 in equipment charges and warranty support, but not including Installation or Service.

For the CISCO I choose to compare this with a CISCO CCME,  Basically a CISCO 2851 Integrated Access Router with phone software and a Unity Voice Mail module inserted in the IAR along with a four port FXO card and a PRI card to bring the specs in line with the ShoreTel.

  • (1)  2851 VOICE BNDL W/PVDM2-48 FL-CCME-96 SP SERV 128F/256D   8595.00        = $8595
  • (1) 1PORT 2ND GEN MULTIFLEX TRUNK VOICE/WAN INT CARD – T1/E1  1300.00         =$1300
  • (1) CISCO UNITY EXPRESS NETWORK MODULE ENHANCED SPARE  3000.00            =$3000
  • (1) UNITY EXPRESS LICENSE 100 VOICE MAILBOX-AUTO ATTENDANT-CCME            =1000.00
  • (1) 24PORT VOICE OVER IP ANA.GATEWY   5395.00 MSRP                                         = $5395
  • (75) CISCO IP PHONE 7945 GIG COLOR WITH 1 CCME RTU LICENSE  665.00                =$49875
  • (4) 7916 IP PHONE COLOR EXPANSION MODULE  495.00 MSRP                                      =$1980
  • (4) IP PHONE POWER TRANSFORMER FOR THE 7900 PHONE SERIES  45.00             =$180
  • (4) 7900 SERIES TRANSFORMER POWER CORD NORTH AMERICA  10.00                    =$40
  • (2) CISCO IP PHONE 7975 GIG COLOR WITH 1 CCME RTU LICENSE  955.00                  =$1990
  • (1) US ONLY SNT NBD 8X5 + SAU 2851 VOICE BUNDLE  876.00                                        =$876
  • (1) US ONLY SW APP SUP+UPG CISCO UNITY EXPRESS NETWORK MODULE – ENH   $270.00
  • (75) US ONLY SMARTNET 8X5 NBD CISCO UNIFIED IP PHONE 7945  8.00 MSRP          $600

The comparable CISCO CCME came in at approximately $75101 for equipment and warranty support, but not including Installation or Service.

Both are excellent solutions and both have strength.   Each has a desktop call manager that integrates with Outlook.  Both would require the addition of Ethernet switches with POE capability.  One might argue that the CISCO has the advantage of being the router and optionally, the firewall as well.  Clearly these are published MSRP and I am sure you can beat the hell out of your business partner to get these prices down. But at the end of the day, before installation costs the CISCO will cost you about more than 50% over the cost of a ShoreTel at this line size anyway.

Leave a Message by spell by name?

In an early April Blog entitled Add ShoreTel Extension Lists to your Automated Attendant we talked about limiting a callers ability to dial internal extensions. This is the same feature you might use to provide “tenant services” to a ShoreTel installation that was serving more than one company. In Version 9 of ShoreTel, you now have some additional new options that can be used very creatively. Lets assume you do not want to allow people to directly dial an extension at all, but you will allow callers to leave a message for someone. How do you do this without providing a dial by name directory or allowing for multiple digits to bounce around your system? A new feature has been added to the Automated Attendant drop down list: “Leave a message by first name” or “leave a message by last name”. Now your Automated Attendant might have a greeting option that sounds like “….if you would like to leave a message for a specific member of our staff and you know their name, press 9 now”. When the caller presses that option, they are prompted to spell that persons name and then they are directed to that persons mailbox where they can leave a message. This option enables outside callers an ability to leave a message for a specific individual without being able to know or dial their internal extension number. You should use this option along with the Extension name list previously discussed to increase security and maintain privacy! This is a truly unique ShoreTel 9 feature!

 

Example of Extension List for Take a Message
Example of Extension List for Take a Message

 

“The person you have called has requested your name”.

ShoreTel Call Screening is now available in Version 9!   Earlier versions of ShoreTel had a “find me follow me” feature that worked well.   Someone could hit your voice mail greeting and be told to “Press One and the system will attempt to locate me”   You could have two locations and the ShoreTel would call the first location and if you did not answer, it would try the second location.   The system was smart enough to know that if you answered the call at the first location , but did not accept the call, the system would not bother to continue on to the second location.  (Some suggested that an improvement might be to call both locations at the same time).    If the person trying to find you was another member of your team, the ShoreTel would alert you with a friendly sounding “ I have a call from Gandalf”, using the recorded name of the internal team members voice mail.    Unfortunately, if the caller was from outside the system, you would get a very un friendly “I have a call from 212-536-7865”   and that was always a disappointment.

 ShoreTel has remedied  this in its latest release of Version 9.    The system can now prompt the caller with “the party you are calling has requested your name….(record record)”.   Then when the system call you, you will hear a more friendly “ I have a call from (record playback)”.      This is a much more useful function for those who are away from the desk a great deal of the time.  In fact, you can speed the process by having the call go directly into the find me follow me mode before the caller hears your greeting.       You can do this by “Enable record callers name for Find Me”  plus also selecting the “enable find me for incoming calls before playing greeting”.   Set you call handling mode to “out of office” and check find me follow me.   An incoming call to your desk will ring your first “find me location” after saying to the caller “ the person you are calling has requested your name”.    When you receive the call you can hear the name of the person you calling and then accept or reject the call as desired.  

 

 If you use this trick, you need to make sure the greeting in your mailbox for this call handling mode acknowledges that fact that the “find me option” has already been tried automatically.  It would not make sense to leave the caller a greeting that says “if you need to speak to me press one and the system will attempt to locate me”!    

 

ShoreTel Enteprise Contact Center Tool Bar Setup Options

As noted in a previous post, there are reasons that you might want to consider using the standard Agent tool bar. The Standard Agent tool bar enables the manipulation of an call center contacts (voice, email and chat) with an unobtrusive GUI. The toolbar can be standardized for each agent or a supervisor can allow agents to create there own tool bars. There is a setup icon that enables the ability to add or remove icons associated with different contact center functions. Again, the system administrator can “lock” this function and push out a standard Agent tool bar to assure system uniformity. In a “shift” based contact center in which different people sit at the same desk and extension at different times (e.g. Day, Night, Weekend) you can create an Agent tool bar icon that will prompt the Agent to enter their Agent ID and Extension number. In this way, the ShoreTel PBX can be setup with non-specific users, as the ShoreTel Contact Center can track usage by Agent ID.

Signing into the Agent tool bar prompts you to enter three items of information: Agent ID, Agent Extension and Email Address. The Agent Email address is only used when your ShoreTel Enteprise Contact Center is setup to route incoming email messages to the next available Agent, in a manner similar voice calls. Once logged in, there is an icon for Agent tool bar setup. There are four basic areas of tool bar setup: Telephony, ACD, Window and Other. The Telephony setup enables you to add icons for common phone features like transfer, hang-up, conference and Divert incoming call! The ACD setup enables wrap up, release and other common functions including the ability to request Supervisor Intervention. There is a Call Window, Queue monitor, Telephone manager and Desktop Wall Board in the Window setup section and currently the “other” option enable you to create an icon for launching an external application. There are also tabs for setting Preferences, Contact Information, Ring and Queue Alerts.

At the bottom of the tool bar there is a “status” line that displays information. Idle, Ringing, Connected and Held are common staus indicators, but you can also “write” to the status line. This is another advantage of this tool bar over the integrated tool bar. Similarly you can change the information that is displayed on the Queue Monitor or Agent Wall Board which are pushed out or available to the Agents. Some of this information is contained in the system defined Call Profiles, while other information is contained in the user defined Call Profiles. (Call profiles are described in detail on the www.drvoip.com instant online video training library). These options work together to create a very powerful desktop call management center, in a compact GUI. The silent video demonstrates the various configuration options and shows the easy with a customized tool bar can be created. The actual tool bar in this example, is a Supervisor tool bar in ECC 5.0 but it looks the same as an Agent tool bar!

ShoreTel ECC Integrated Tool Bar

The ShoreTel Contact Center or Enterprise Contact Center product development effort has and continues to be a “process” not an “event”.     That is what characterizes software development efforts in general.   You have to know where to draw the line and make a supportable release.     New features are always being added to any evolving product, but knowing when to package up what we have in the process, document it and be able to support it, is what characterizes a new release.    ShoreTel 4.66.07 and Version 8.1 of the ShoreTel IPBX enabled the stable, sustainable release of an integrated Agent tool bar.  (The current Release of ShoreTel ECC is Version 5 is more fully matured)   In prior releases, you had the ShoreTel Personal Call Manager (e.g. PCM)  for your PBX requirements and a separate “Agent” tool bar for your Contact Center requirements.   Today, you can implement a Contact Center with an “Integrated Agent Tool Bar” that combines both interfaces into a single GUI.  

 For those of you familiar with the ShoreTel Workgroup Call Manager will see an immediate resemblance between the new ShoreTel Integrated Tool Bar and the old workgroup toolbar.    Where it might have said Workgroup on the PCM, it now says Contact Center.   You can program tool bar options for “Wrap of Codes” and “Release with Codes”.   Under the Contact Center, supervisors get a range of options that include all of the individual components that make up the various ECC modules.   The only disadvantage that I can find at this time, is that with the standalone Agent Tool Bar, you are able to “write” to the status line of the Agent Tool Bar.  I have not yet been able to do that with the Integrated toolbar, but that is a small price to pay for having a single GUI to manage at the agent desktop.   Using the Agent toolbar alone also enable you to create an environment in which you can have a day shift and a night shift using the same telephone extension.   Changing the log in of a ShoreTel PCM is not a straight forward “user” type process and for that reason, you might elect not to use the integrated toolbar.   Otherwise, take a look, it is an amazing technology and a significant step forward for the product line.  As I said, “development is a process not an event”, so we should expect continue incremental improvements from the ShoreTel ECC team!

 

 

Memorial Day and ShoreTel Holiday Greetings Schedules!

It happens every year, every holiday at exactly the same time.  Usually, at 4PM the day before the “holiday” that everyone know was coming, your entire client base calls to ask you how to change the Automated Attendant for a holiday greeting!  One of the features that every ShoreTel System Administrator truly appreciates is a fully automagic Automated Attendant! The means it knows when it is a holiday and it changes the greeting automatically!  ShoreTel does a really great job with this feature. You can set up your entire holiday schedule for the year and then forget about it. Each Automated Attendant can have a schedule applied to it that can even include Custom or half days.  You can record a generic holiday greeting:  “You have reached at a time when we are close for the holiday”, which saves you the effort of having to record a special greeting for each holiday, but the schedule can automate the entire process and save your service organization a lot of time repeating the programming instructions!  In fact, we have recorded the instructions we have given them so often.  We have an automated holiday greeting that says “press 1 if you are calling to learn how to change your holiday greeting”!

Have a great Memorial Day holiday and remember that this is weekend is not all about life at the beach.   Memorial day is the day we honor those who did not come home;  those who gave their life in the service of their country so that we could enjoy the tremendous benefits of living in America.

ShoreTel holiday schedule

New family of ShoreTel SG voice enabled switches!

ShoreTel has a family of new media gateways. The more interesting switches are referred to as SGV switches. There is an SG50V and an SG90V that differ only in the number of FXO and FXS ports that they support. What makes these switches (i.e. media gateways) so interesting is that they have a LINUX kernel built in to support a Compact Flash Card which enables localized Automated Attendant and Voice Mail. In the world of ShoreTel’s “single image solution” we have the concept of a DVM (e.g. Distributed Voice Mail sever. The DVM are typically deployed at remote sites and, as explained in previous blog, provide for a level of resiliency (not redundancy) in your multi-site solution. More importantly, as the DVM enables Voice Mail and Automated Attendant to be localized at a remote site, it keeps these bandwidth intensive functions off your very expensive WAN.

For example, if I have a New York HQ site with users, media gateways and workgroup services; I might have a North Carolina remote site with a DVM, media gateways and users. Workgroups are currently NOT a distributed service, so any workgroup functions will require the HQ server. However, in North Carolina I can assign the users at that site to Voice Mail boxes on the DVM at that site. Callers to telephone lines that terminate on media gateways at that remote site will be answered with an Automated Attendant that lives on that remote DVM, eliminating the need to stream that media across the very expensive WAN. (Note: historically the media stream was G711 as it originated from the server regardless of the Inter-site codec. Recent release of ShoreTel enable a HQ media gateway to proxy the media stream enabling the use of the lower bandwidth Inter-site code). Should the DVM at the remote site fail, the HQ server would take over for the remote site. In this way VM and AA are still provide to the remote users.

The new SG50V and SG90V are typically used as replacements for or instead of a DVM at a remote site. The question arises as to what would happen if you added an SG50V or SG90V to a remote site under the control of a DVM? One would argue that it would make no sense to install these media gateway in that scenario. In the ShoreTel architecture it is important to note that DVM’s fail upward. For this reason we might install the SGV media gateway as a new site under the remote site. So in this example we might install a new site under North Carolina and put the SGV media gateway in that new site. Then we might move all the users at the North Carolina site to the new SGV media gateway for voice mail and automated attendant. In this way, the SVG should it fail, would have its services picked up by the North Carolina DVM; which in turn should it fail, would have all services picked up by the HQ server.

The new SGV switches are very interesting building blocks for the ShoreTel architecture and should be studied in some detail. They also might indicate a move by ShoreTel away from both Microsoft and VxWorks. This is only conjecture on my part and not based on any fact other than that we which can all observe. ShoreTel has dropped the Microsoft Access Database in favor of the MySQL database engine. Clearly this could be just a cost cutting move. However, the SGV switches, do not have VxWorks, they have a Linux kernel. Taken together these may in fact be an indication of a product road map that is moving steadily toward a total Linux based solution.  (Click here if Video does not load).

ShoreTel Linux Based Voice Switches