How to set up Backup for ShoreTel VG50 and VG90 V siwtches!

Both models of the ShoreTel VG90 and VG50 are availabe in V switch configurations.   The V switch configuration enables you to provide local voice mail and autoamted attendant functionality to a smalll site economically.  Compared to the cost of adding a distributed voice mail server, the SG50V and SG90V are economically viable alaternatives that should be considered as you plan for resilency and site continuity during a WAN outage.

Due to the CF card capacity, daily backup of  voice mail and automated-attendnat is advised.  When automatic backup is enabled in the ShoreWare Director, it begins immediately after the server completes its daily house-keeping operations.  Automatic Backup Stores Voicemail, Auot Attendant Data and switch  log fiels to an FTP server.  After completion of the daily file-system cleanup taks, the switch begings automatic backup.  A time stamp is appended to the name of the files copied to the target server.

Automatic backup provides a source for the most recent days voice mail and the other data in the event of a system failue.  It is not intended to be an archive of voice messages or a sourc fo retrieving deleted voice mail.  The following silent film clip walks you through the process of setting up an FTP site and properly configuring the ShoreWare Director for V switch backup!

The missing ShoreTel Beep!

In both ShoreTel Release 8 and 9 there is a very interesting behavior that will ultimately bring a client call to your support center.   The behavior is most obvious in a multi-site deployment in which there is only one HQ server providing voice mail services.    A call to a user at a remote site is RNA (i.e. ring no answer) transferred to the voice mail system.   The call entered the system on a PRI at the remote site and is then transferred across an MPLS WAN to the HQ server.   The caller hears the greeting: “I am not here, at the beep please leave a message”.   The caller dutifully waits for the “beep”, but it never comes.  What happens to it?

The fact of the matter is the “beep” was in fact played, but the caller did not hear it.   This has to do with the use of the G729 Codec on Inter site calls in this scenario.   The G729 is distorted to the point that the caller can not hear the beep.   The distortion appears to only be related to the implementation of the G.729 codec on the virtual soft switch.  As a troubleshooting step, I used a different phone system and an IP phone that was set to only use G.729.  When we called the HQ virtual soft switch over a local PRI trunk where ULAW was being used from the PRI switch to the HQ server, we heard the voicemail beep without distortion (through the G.729 codec as implemented on a different PBX).  It is only distorted when the virtual soft switch is trying to do G.729.

Outlined below are two WAV files of the normal beep (ULAW) and the distorted beep (Softswitch G.729).  We have also attached a visual representation of the audio files.  The distortion is audibly and visibly clear.  Our thinking is the “beep” is to short and to high a frequency, but we are not developers!  Currently, the only known fix for this is to change the Codec to G711.  That fixes the issue, but it may have a negative impact on your WAN plan!  I am sure there is a fix in the works back at the ShoreTel Mother ship, but we have not seen it yet.

waveforms

ShoreTel “Call Screening”

Call Screening is a popular telephone feature though some people consider it both annoying and insulting.    In ShoreTel 9 you have this option using “find me follow me” to ask the caller something equivalent to “who may I say is calling”?   The caller then speaks their name or wisecrack, they are asked to “please hold while I locate your party” and then you are called on your specified” find me follow me” location.   When your phone rings and you hear the name of the individual that is calling.  You must explicitly accept the call by pressing the digit 1, or the call will be taken back and the caller will hear:  “ I am sorry I could not reach your party at the tone please leave a message”.

Actually, you can use this feature in the office if you are prepared to use two extensions on your ShoreTel phone (read two user licenses).   Set up the first extension (e.g. 114) with a call handling mode that has the following options checked in “find me follow me”.  First, check the box “Enable record callers name for Find me” and also “Enable Find me for incoming calls before playing Greeting”.   Set your First Number Find Me location to your second extension (e.g. 115).  When a call is received by your first extension, it will automatically prompt the caller with ‘the person you are calling requests your name”.  The System will then put them on hold and call your second extension, play the name and give you the option to accept or reject the call.  It is actually quite clever and it works!

9.1 Find Me Option for "Call Screening"
9.1 Find Me Option for “Call Screening”

Route Points, IRN’s and Media Streams!

Lately the subject of ShoreTel Route Points and IRN’s has been getting a lot of “mind share” from those working with them.   Two questions:  How many Route Points can a ShoreTel server support?  How many IRN’s can an ECC support?  How many DNIS numbers can a ShoreTel support.   Seems like a simple set of questions, but the answers are something like “herding cats”.    Route Points are used in a ShoreTel system to accomplish call routing and TAPI connectivity between the IPBX and the Enterprise Contact Center, for example.   Let us assume, for purpose of illustration, that you have a large call center and you want to track the effectiveness of your advertising campaigns.   You determine to do this by tracking DNIS numbers.  Each DNIS represents a different advertising campaign.  Recently, I came across a client who was creating a route point – IRN pair for each DNIS number.   Nothing particularly wrong with this, but using the DNIS map would have required only one Route Point if the DNIs was pointing to the same Group of Agents (e.g. Service) in the Contact Center.

The Contact Center, currently can only map one DNIS number per IRN.  It is my understanding that ShoreTel may be moving toward 1000-1500 DNIS numbers in future ECC releases.  So if you want to run report about DNIS you might have to look in two databases: (a) the ShoreTel MySQL CDR database on the IPBX; and (b) the C2G database on the ECC.  You will need to use the GUID if you want to tie the two databases together to get the DNIS and Agent Events and Wrap codes.   If you bring the DNIS into the IRN,  to enable DNIS reporting in the ECC, you can see the list of IRN’s could get very long and there is a  limit.

I suspect that DNIS has a limitation as well.  My thinking is that DNIS numbers would live in the various SG switches.  So the ultimate answer to how many DNIS numbers you can have may be memory constraint and  configuration specific (e.g. different for each configuration).    If you have any input on this, I would welcome it!   At the end of the day what we know is that you can create Route Points all day long in ShoreTel (though I have not attempted to find the real limit).  If the Route Points live on the ShoreTel server the real limitation is the 254 simultaneous media streams that a Microsoft Server can support.   If you point 12 PRI’s at one server and you have the potential of having 276 simultaneous phone calls, bad things are going to happen.   You need to spread your media stream over multiple servers.   In the contact center, you generally shape media streams (e.g. IVR ports) to 150 per server.

The “devil is in the details”.

ShoreTel Abandoned Call Handling

Every call center has peaks and valleys.  Normall businesses operate with very predictable calling patterns.  Traffic over the normal business day, starts out slow and peaks between 10AM  and 2 PM in the afternoon, then trickles down.  The old Bell Curve distribution pattern!   Call centers on the other hand, have very different call characteristics depending on the nature of the business.  One characteristic that we can be confident in, is the fact that there are more callers than “agents” to service the calls.  Thus the need for some kind of qeueing capability.

“We are sorry, but all available agents are working with other clients.  Please hold the line and the next available agent will be right with you.     Unfortunately,  callers might tire of the music on hold and predictable care messages, and ultimately give up and then hang up!   This is generally an “abandoned call” in most contact center environments and reports.    The ShoreTel Contact Center has a facility for capturing this information and doing something producitive with it.

Back to the concept of  “Peaks and Valleys”.  What if we could take the “abandoned calls”, capture the caller id and feed them to our agents during valleys in the calling periods?  After all the staff is sitting there, logged in and idle!  Lets just put them to work.   In a ShoreTel system this is very easy to setup and is a powerful productivity tool.  First, the system “reserves and agent”.   The agent gets a little pop up window that informs them that they are being reserved for a call back.  They have to accept it, or they are put in “release” as if they turned down an incoming phone call (time for management tutoring).   When the agent accepts the reservation, the ShoreTel places the outbound phone call and then connects the call to the agent.   With the exception that they acknolwedged the reservation request, the agent experiences the call as if it were any other in bound call to the contact center.

Optionally, you can play a file to the callED party before you send the call to the agent.  I have found however, that it is better to send the call to the agent immediately after it is dialed.  This is because the agent is better able to deal with “positive answer supervision” using the human ear, then the machine is able to tell the difference between a fax machine, answering machine or someother non-human answer.

Making use of the abandoned call feature is something that every Contact Center can do to increase agent productivity and customer satisfaction.   You can even setup a group that specializes in abandonded call backs, and route all calls to that “win back” group.    The following video describes how to set this up in your ShoreTel Contact Center (or you can just call us, and we can do it for you)!

Modify ShoreTel Database to Kill “dial 9” requirement?

Fax Machines on ShoreTel?   It is not uncommon for system administrators to create a user named FAX SEVER, then define it as EXTENSION ONLY.    Though I personally have been trying to eliminate all the forest eating fax machines and printers on the planet, it would appear that Fax machines are going to be with us for quite some time.   Even with a fax server, people want to stick a piece of paper into the machine and watch it “go through” after dialing the distant end.  This is an example of  “Experiential compatibility” as the marketing folks like to say.   We are more comfortable with a technology that is compatible with our experience.

Often, there are other analog devices that survive the move to IP telephony.   For example, the credit card machine!  Many company’s will have another ShoreTel user named CREDIT CARD and it also is defined as EXTENSION ONLY.  These devices share one common trait that many clients find very annoying.   If you connect a fax machine or credit card machine to a ShoreTel analog port, the device will now need to know how to “dial 9” to get an outside line, to complete a call.   So these means that you have to reprogram the fax machine and the speed dial lists that most companies have accumulated over the years.  Not an exciting thought and a great waste of human resourcess.

Is there a way to “hack” l the ShoreTel configuration database to just connectthe fax machine  to an outside line without the need to “dial 9”?   The answer is yes, there is a way.   I hope that you have watched enough of my stuff to have loaded a copy of SQLyog on your ShoreTel Server by now?  In the MySQL configuration database for the ShoreWare sever, there is a data table named “USERS”.   In the USERS database, look for the column labeled EXTERNAL DIAL TONE.   Find the USER of interest, in this example FAX MACHINE, and locate this column.  You will find that the existing default value is 0, requiring the user to “dial 9”.   By changing this value to -1, the user is directly connected to an outside line and is able to dial without using an access code.  Be careful changing this configuration database!  If you do not know MySQL or SQLyog, you should probably find someone who does.    The film clip accompanying this blog will walk you throught the configuration change.   Enjoy!

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.

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

Deploying the ShoreTel Personal Call Manager through AD Group Policy!

Installing a ShoreTel IPBX solution is a process not an event. I have previously published a book entitled “VoIP System Planning Guide” that can be download from the DrVoIP site. This guide covers the basics for planning and managing a VoIP deployment in general and a ShoreTel solution in particular. The “devil is in the details” however and though the process can be understood, the individual tasks required to complete the process generally prove there is no substitute for hands on experience!

Every installation technician comes to that fork in the road that deals with the deployment of the ShoreTel Personal Call Manager software. Deploying the actual telephone instruments is a pure act of labor, but the Personal Call Manager is an act of commitment! Each desktop in the installation will need to be touched by someone, and I do not consider an installation complete until the Call Managers are deployed and operational. There is a component of this effort that involves interVLAN routing, (e.g. getting from the desktop data network to the phone server), but I am now focused exclusively on the actual installation of the PCM software.

There are three strategies that are generally employed to accomplish this. The first strategy is obviously to visit each desktop with a DVD or Thumb drive and load the software! For the installer this is very labor intensive and requires that the install have administrative desktop privileges or maybe even domain privileges. The second option, is to push the software out to the desktops through and email link set from the ShoreTel Director portal to each ShoreTel user. This is a bit less labor intensive, but it still requires the desktop users to have administrative installation rights to their own desktop computers. Most large IT environments do not grant this privilege to plain vanilla users!

The third option, however, has the most promise as being both labor economical while maintaining network security. We can create and Active Directory Group Policy to push the PCM out to the user and have it installed without user involvement. To do this you will need to create a few objects, modify the organization unit containing the computers and users that will be effected by the new group policy. (Refer to Microsoft Knowledge base article 816102). First you create a Distribution point; the create a Group Policy Object, assign a package and then publish your installation package. This strategy is the preferred implementation practice for deployments of any scale and installation technicians should become familiar with the basics of implementing this solution. We will publish a video on both the blog and the DrVoIP site that will demonstrate this solution.