ShoreTel and Sametime: From Zero to Hero

Sametime Version 8.5.2

From Zero to Hero

ShoreTel Communicator for IBM SametimeInstalling and configuring a Social Communications solution

From Zero to Hero: ShoreTel Communicator for IBM Sametime 1

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 all

subsequent releases and modifications until otherwise indicated in new editions.

© Copyright IBM Corporation 2013.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP

Schedule Contract with IBM Corp.


Contents

Edition 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.............................................................................8

Installing IBM Sametime Community Server..................................................................10Configuring IBM Sametime Community Server..............................................................26Installing IBM Sametime Connect..................................................................................30IBM Sametime – more than instant messaging and presence.......................................35

Installing and configuring ShoreTel telephony....................................................................37Installing and configuring ShoreTel Communicator for IBM Sametime...............................38

Installing and configuring CSTA and Sametime Integration Services.............................38Installing and configuring client components..................................................................43


Introduction and purpose of this guide

The IBM Social Communications vision describes an integrated approach of easily finding,

reaching, and collaborating with others through a unified user experience. Social Communications

sets „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, innovate

and 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 IBM

Sametime, a solution that connects Sametime instant messaging and presence with telephony

provided by ShoreTel. The solution plug-in enables advanced communications and provides

features commonly available from an enterprise VoIP deskphone as part of unified messaging

capabilities 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 with

the option to extend. Sales, PoC or IT staff can consult this step-by-step guide to realize, for

example, an integrated customer showcase.

Please notice: The information provided is general in nature. The described scenario will require

modifications / extensions for implementation in a production environment.

What is IBM Sametime?

IBM Sametime is a product family that enables unified communications and collaboration via an

unified user experience. It delivers services such as presence awareness, IM, Web conferencing,

VoIP, video, persistent group chat, broadcast tools, instant screen sharing and location-based

awareness.

The Sametime platform consists of client and server applications, but also provides an open plug-in

model for adding third-party services. It can be integrated with applications your workforce uses

every day for easy access to enterprise instant messaging, online meetings, telephony and video

conferencing.

What is ShoreTel?

ShoreTel provides an unique set of unified business communications solutions that consistently

leads the industry in customer satisfaction and lowest total cost of ownership. In addition to an

premise-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-based

platform. This platform has no single point of failure: each switch and site functions as an

independent call processor. In the event of wide area network (WAN) failure, the phone system

continues 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 whole

system could be managed from a single browser-based interface.

Because of its open system approach, ShoreTel integrates with popular business applications such

as IBM Sametime, enabling users with VoIP phones, mobile phones, or any phone connected to the

public phone network to communicate and work together in a brilliantly simple new way.


How does ShoreTel telephony integrate with IBM Sametime?

ShoreTel Communicator for IBM Sametime delivers the best of both worlds for ShoreTel and

IBM Sametime users: a reliable, single-image, easy-to-manage and feature-rich unified

communication solution. It allows users to call, transfer, conference, hold, or hang up their

softphone. Call logs remain available for historical reference and ShoreTel telephony presence

becomes visible to all IBM Sametime contacts – all within the familiar IBM Sametime and IBM

Lotus Notes interfaces users are accustomed too. ShoreTel Communicator for IBM Sametime

provides easy access to voice messages and the ability to listen and reply to, create, and manage

voice mails with full ShoreTel visual voicemail implementation – straight from your Sametime or

Notes 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 control

within IBM Sametime.

Full integration with your IBM Lotus Notes calendar is included as well - supporting automatic call

handling mode control. So, if your calendar reflects you as “in a meeting” your telephony status

will automatically change to “in a meeting.”

Solution architecture

Both IBM Sametime and ShoreTel telephony solutions could be deployed in either a single-site or

multi-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 and

Installation Guide does for the telephony infrastructure.

IBM Sametime is much more than just chat and presence while these are the functions that ShoreTel

Communicator for IBM Sametime currently supports and extends. Sametime also provides web

conferencing and integrated voice, data and video within a social communications offering. For our

current ShoreTel Communicator for IBM Sametime deployment scenario, only Sametime

Community Server is needed. Other Sametime services such as Web Meetings, audio/video

integration or mobile device access will require additional server components.

If your plan to setup a multi-service Sametime environment, IBM strongly recommends to

install the IBM Sametime System Console as your focal point for administering and

configuring all Sametime servers.

The following picture describes a single-site deployment of IBM Sametime and ShoreTel. For this

scenario, ShoreTel's Headquarter (HQ) server hosts the voice applications platform and the

management web site, as well as the integrated voice applications. ShoreTel Communicator for

IBM 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 use

Domino-based e-mail and calendaring, the ShoreTel Communicator for IBM Sametime could

seamlessly integrate with your Domino calendar to manage your call handling mode.


Single-site environment of ShoreTel Communicator for IBM Sametime

This scenario requires you to provide/install the following components/machines:

• Active Directory or LDAP

• IBM Sametime Community Server

• ShoreTel (HQ) server

The ShoreTel server provides features such as Distributed Application Platform (TAPI access via

ShoreTel 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 supports

Distributed Voice Servers (DVS) to allow distributing voicemail and other applications. Currently, a

total 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 DVS

installed 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 and

installs appropriately.


Multiple-site environment of ShoreTel Communicator for IBM Sametime

The installation steps described below focus on the single-site deployment of ShoreTel, IBM

Sametime and the ShoreTel Communicator for IBM Sametime.


Machines used in the deployment scenario

Within 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 LDAP

or

ad2008.<yourdomain>: Active Directory 2008

Server 2

stshoretel.<yourdomain>: Sametime 8.5.2 Community Server:

Server 3

shoretelhq.<yourdomain>: ShoreWare HQ Server

Client 1

no specific host name: Sametime Connect 8.5.2 and/or Lotus Notes 8.5.3

For this manual, we will use the domain pscbln.de.ibm.com.

Installing and configuring IBM Sametime

IBM Sametime Community Server runs on top of an IBM Lotus Domino run-time environment. To

setup a Sametime 8.5.2 Community Server, you will need the following installation packages that

could 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 the

appropriate Domino Language Pack too.

If your plan to setup a multi-service Sametime environment, IBM recommends you to install an

additional server as the first step: The IBM Sametime System Console acts as your focal point for

administering and configuring all Sametime servers. Because it is not required for our ShoreTel /

Sametime deployment, installation and configuration of the System Console server is not


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.nsf

To setup a Sametime 8.5.2 System Console Server, you will need the following installation

packages 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 sure

that this service is accessible from your machine via DNS or /etc/hosts.

IBM Sametime Connect is an Eclipse-based client for presence / instant messaging, web

conferencing and audio / video. It bases on an open, extensible platform architecture that enables

users 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 installation

packages from IBM Passport Advantage:

Windows, Linux and Mac

• IBM Sametime Standard Connect Clients and Network Installer V8.5.2 Multiplatform

Multilingual (CZYF7ML)

While IBM Sametime Connect is a stand-alone application, IBM also provides an embedded

version of its feature set that seamlessly integrates with Lotus Notes, IBM's integrated collaboration

client.

Note: Because of the variety of deployment scenarios for a Notes / Domino environment, this

manual will focus on how to extend an existing Lotus Notes client by integrating the ShoreTel

Communicator for IBM Sametime there, but will not describe the setup of a Notes / Domino

environment for messaging and / or applications. For details about how to plan and deploy a

Notes/Domino infrastructure, please have a look at the wiki:

http://www-10.lotus.com/ldd/dominowiki.nsf


Installing IBM Sametime Community Server

The following steps describe installation of a single Sametime Community Server 8.5.2 in a

Windows 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 installations

and configurations in administrative mode.

1. Extract the Domino installation package and start the installation process. The following dialog

is 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 >.


3. We name the Domino server stshoretel, derived from the server's host name. Provide some title

here, then click Next >.

4. Provide an organization's name. Based on that, the installer will create your organization's

certifyer. Make sure to remember its password - it is required for administrative tasks such as

registering new organizational units, servers and users.


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 >.


7. We don't need any additional Domino-based services to support our deployment scenario, so

disable the LDAP service, then click Next >.

8. From the Domino network settings dialog, navigate to the port settings and disable NetBIOS

over TCP/IP.


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 the

installation.


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 to

install the appropriate Domino Language Pack.

12. Extract the Sametime installation package to a temporary location. Navigate to the

SametimeStandardServer\server directory there, and run the setupwin32.exe.

13. Select your language of choice:


14. The installation dialog comes up. Click Next > to proceed.

15. Accept the license agreement, then click Next>.


16. If you have already installed a Sametime System Console server and created a deployment plan

for your new Sametime Community Server, select Yes here and specify your System Console

server.

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 won't deploy web conferencing with

slide conversion.

Notice: The following steps describe how to connect your Sametime Community Server to either an

LDAP or an Active Directory.


LDAP only: Step 18 - 22

18. If you would like to connect to an existing LDAP, point the Sametime server to your LDAP

service.

Advanced LDAP Configuration might not be neccessary for this scenario, but will provide

you with some more detailed configuration options, e.g., in case a bind user is needed to access

your LDAP.

Click Next >.

19. If required, enter your LDAP bind user's credentials. Select the first option for anonymous

access.


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 >.


Active Directory only: Step 23 - 30

23. If you would like to connect to an existing Active Directory, point the Sametime server to your

service. Notice the different port number.

Check Advanced LDAP Configuration, then click Next >.

24. Enter your AD's bind user's credentials.


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 specified

the appropriate settings.


28. Keep the default settings and click Next >.

29. To access your Active Directory, add the appropriate base object here, then click Next >.


30. Just keep the defaults here, then click Next >.

31. After having configured access to eiter LDAP or Active Directory, the next screen provides the

option to enable HTTP tunneling to access your Sametime server.

Keep the default, then click Next > here, because we won't make use of HTTP tunneling in our

scenario.


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.


34. After the installation has been finished, you should see a Lotus Domino Server icon on your

desktop. 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 of

minutes, 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 notice

the effect that online awareness does not work for them or, that a user's name appears multiple times

in the same contact list. This issue could be fixed by modifying the LDAP configuration settings

document 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=swg21161658


Configuring IBM Sametime Community Server

Before we proceed with installation of the ShoreTel Communicator for IBM Sametime, we need

to modify a couple of parameters that impact both the server connectivity and the set of features that

is available to the clients.

Administration of IBM Sametime requires only a browser. There are two different scenarios for

managing and configuring the Sametime platform:

• Using the Sametime System Console: This is a recommended approach for an environment

with more than instant messaging and awareness. In this scenario, a centralized administration

is provided by the Integrated Solutions Console, a dedicated application running on IBM's

WebSphere Application Server. It provides a central point for managing and monitoring all

Sametime services as well as for providing the desired functionality to your users and groups.

• Using the stand-alone management and administration capabilities of Sametime Community

Server: Our server could be managed via an administrative web front-end, enabling the

administrator to modify all the settings that impact the services provided by the Community

Server. We'll follow this scenario which requires you to install a Java Run-time Environment

before you proceed with the next steps.

Before we could deploy the ShoreTel Communicator for IBM Sametime feature to our Sametime

users, we need to enable them to install additional plug-ins on their clients. By default, this option is

disabled 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:


3. Log in with your Domino Administrator account which you had specified during installation of

the Domino server.

4. When logged in, scroll down until you see an Administer the server link on the right-hand

side.

5. Click on that link. The Administration screen should come up, allowing you to configure the

server.


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 installation

option.

Optional: If you plan to provide the full IBM Sametime feature set (including ShoreTel

integration) embedded in IBM Lotus Notes to your users, enable the Allow all Sametime

Connect features to be used with integrated clients option.


8. Click OK on the page bottom to save your changes.

ShoreTel Communicator for IBM Sametime, which we will install later, requires connectivity

between its server base platform, the ShoreTel HQ server, and the IBM Sametime Community

Server. Therefore, we will have to add the ShoreTel machine to the list of IP addresses trusted by

Sametime.

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 is

C:\IBM\Lotus\Domino.

3. Find the sametime.ini file and add the following line there, establishing a trusted connection

between 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.


Installing IBM Sametime Connect

The following steps describe an IBM Sametime Connect client setup on Windows. Installation on

Mac and Linux is also supported.

1. Extract the installation package to a temporary location. Navigate to the extracted folder and

find the SametimeStandardClient\sametimeclient.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, then

click Next >.


4. After a couple of minutes, the setup dialog comes up. Select your language of choice, then click

OK.

5. When a system check has been completed, you should see the following screen. Click Next >

there to continue.


6. Accept the license agreement, then click Next >.

7. Accept the installation location by clicking Next >.


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.


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 the

following screen now:


IBM Sametime – more than instant messaging and presence

Beyond awareness and chat, IBM Sametime provides a set of client and server components that

enables users to collaborate over an intranet or the Internet. This includes features and activities

such as screen sharing and real-time audio / video capabilities to work together. Integration is key to

a Social Communications vision where members of the community can chat through instant

messaging sessions or start meetings that include chat, screen-sharing, polls, the ability to send web

pages to other users, and audio / video capabilities. Sametime also includes location awareness of

the user, and an extensible resource area at the bottom of the left pane that can be customized to

reflect different locations.

Outside instant messaging providers such as AOL's AIM, Microsoft Office Communications Server,

and Google Talk communities could be integrated through IBM's Sametime Gateway, enabling

users to share presence information and to participate.

There are three primary Sametime client applications available: the Sametime Connect client, the

embedded Sametime Connect client as part of IBM Lotus Notes, and the Sametime Meeting Room

client. There is also a comprehensive set of mobile apps available for different plattforms and

devices.

The following picture displays the general architecture of a Sametime solution:

IBM Sametime: General architecture


Note: Most of the features and components shown here (except IBM Connections, Sametime

Unified Telephony / SUT, Email, and the Sametime Gateway) are covered by the Sametime

Standard license, therefore a customer that plans to deploy the ShoreTel Communicator for IBM

Sametime solution is entitled to deploy and use features such as Web Meetings and access from

mobile devices without additional charge.


Installing and configuring ShoreTel telephony

The ShoreTel server software is shipped on a DVD or can be downloaded directly from the

ShoreTel web site.

Installing a ShoreTel HQ or DVS server is not described within this manual because it is embedded

into a setup process for the whole telephony infrastructure, including voice switches, IP phones and

network.

Planning and implementation of a ShoreTel system is described by the ShoreTel Planning and

Installation Guide that is available at

http://support.shoretel.com

Within the setup process, you create your set of ShoreTel users and assign them the appropriate

phones and extensions. These data will be replicated to the Sametime Integration Services later and

linked to the Sametime user data set.


Installing and configuring ShoreTel Communicator for IBM Sametime

ShoreTel Communicator for IBM Sametime is implemented as a set of server and client

components. On server side, the Sametime Integration Services hook into the ShoreTel HQ server

capabilities. On client side, a set of plug-in modules delivered via ShoreTel server extends the

modular platforms of IBM Sametime Connect and IBM Lotus Notes.

Installing and configuring CSTA and Sametime Integration Services

The installer package is delivered as a single MSI package for both 32 and 64 bit Windows

operating systems. It will install the CSTA Services as well as the Sametime Integration Services

and 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 DVS

server. During the setup process, it automatically detects the server configuration and will provide

the 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 Integration

These 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.


2. Accept the license agreement, then click Install.

3. The installation wizard now asks for your Domino and Sametime server. If you have an

existing Domino server for calendaring & scheduling, ShoreTel Communicator for IBM

Sametime integrates with your Domino calendar. This means that, call handling occurs based

on 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 don't have Domino calendaring & scheduling in place or don't want to integrate with,

leave the Domino server field empty.


Note: You could either user the server's IP address(es) or host names.

Click Next then.

4. Enter either your LDAP's or Active Directory's server name or IP address here. Specify the

distinguished 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, then

click Next.


6. The installation starts. This could take a minute or two.

7. You should see the following screen, indicating that installation has been finished.


To validate, if ShoreTel Communicator for IBM Sametime could access the ShoreTel data set, do

the following:

1. Navigate to C:\ Program Files\Shoreline Communications\ShoreWare Server\IBM\license.

2. Find and open the license-info.xml file. It should contain all the ShoreTel users you have

previously created.

Finally, the installer package will provide a Sametime client plugin update site at the following

URL (“hq_server” stands for your HQ server):

http://hq_server:8080/IBM/client/updatesite/site.xml

as well as at this file system path:C:\Program Files\Shoreline Communications\

ShoreWare Server\IBM\client\updatesite\

Please note that the URL will not be available before a couple of minutes after the ShoreTel IBM

Sametime Integration service has started.


Installing and configuring client components

ShoreTel Communicator for IBM Sametime provides a set of client components that interate with

either IBM Sametime Connect or IBM Lotus Notes. Both clients base on the modular and

extensible Eclipse platform. To add additional components, an Eclipse-based client could be

connected to an Update Site to download and install plug-in modules. The Sametime Integration

Services hosted on the ShoreTel HQ server provide an Update Site that could be accessed via HTTP

from the clients.

IBM Sametime Connect client: Installing ShoreTel Communicator for IBM Sametime

The following steps describe an installation of the appropriate set of plug-inst into a Sametime

Connect 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 in

the previous chapter.


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.xml


5. Click OK.

6. Click Finish to proceed.

7. Make sure that all features have been selected for installation, then click Next >.


8. Accept the terms of the license agreement, then click Next >.

9. Click Finish.


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 Sametime

Connect client.


12. After restart, your Sametime Connect client should now contain the ShoreTel Communicator

components such as VoiceMail and telephony presence.


IBM Lotus Notes client: Installing ShoreTel Communicator for IBM Sametime

Because of the variety of deployment scenarios for the Notes client, our scenario will start with an

already existing Lotus Notes installation. To find out how to deploy the ShoreTel Communicator

for 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.html

Preparation: There are two ways to deploy the required set of plug-ins into your Lotus Notes

client. 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 please

follow the steps described in Installing ShoreTel Communicator for IBM Sametime: IBM

Sametime Connect client.

If you plan to deploy the ShoreTel Communicator for Sametime client plug-in for multiple clients

or prevent your Notes users from running the manual setup described above, it is best practice to

provide a centralized entry point for installation. A Widget Catalog is similar to an App Store and

enables the end user to deploy additional components to the Lotus Notes client via drag and drop.

From an administrator's perspective, the catalog also facilitates the management of complexity if

different extensions and extension sets should be provided to different users and groups.


1. From your Domino Administrator's Lotus Notes client, create a Widget Catalog on your

Domino 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.


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.


7. Close the catalog.

8. Navigate to your Notes client's Preferences page.

9. Navigate to the Widgets section and enable the Show Widget Toolbar and the My Widgets

Sidebar 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.


13. From the drop-down menu of this component, select Configure a Widget from... > Features

and Plugins on an Update Site.

14. Point the wizard to your ShoreWare HQ server's update site for the plug-ins, then click Load:

15. Select both components. Click Next >.


16. Enter a title for this Widget, then click Next >.

17. Click Next > again.


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.


21. If update has been finished successfully, you should see the following dialog. Click Yes to

restart Notes.

22. If Notes comes up again, you should have all the ShoreTel Communicator for IBM

Sametime features available from the sidebar.

IBM Lotus Notes client: Provisioning ShoreTel Communicator for IBM Sametime

If you have the client components running within your administrator's Notes application, you can

now publish the newly created Widget to the Widget Catalog. This enables other users that are

allowed to access and install from that catalog to setup the ShoreTel Communicator for IBM

Sametime with just a simple drag & drop action.

Note: You need to finish the installation steps described in IBM Lotus Notes client: Installing

ShoreTel Communicator for IBM Sametime before you proceed.


1. From your administrator's client, navigate to the My Widgets sidebar component. Right-click

on 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.


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 ShoreTel

Communicator 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 initiates

the deployment process.

9. Restart your Notes client. If Notes comes up again, you should have all the ShoreTel

Communicator for IBM Sametime features available from the sidebar.


ShoreTel and Sametime: From Zero to Hero

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Transcript of ShoreTel and Sametime: From Zero to Hero