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How To Use ShoreTel Communicator On A Workstation Not On The Domain

Just a quick one today. My Google feeds showed a few people searching for ShoreTel not working on a computer not attached to your domain. This is incredibly simple and easy to set up. You do need to know a few things if you’ve integrated your ShoreTel server with your domain, though.
By ‘default’ ShoreTel will expect that your Windows username is the one it needs to send to the server to log on. When it can’t find it, it will ask you for a username and password. This username and password is your ShoreTel username and password, not a windows one. I don’t even think you can put a windows domain\username into it and it will work, even for an Active Directory user.

Setting up ShoreTel Communicator On A Workstation Not On Your Domain

You’ve got two choices here on how to do this. The first is set up a new user and extension and the other is modifying an existing username. I personally prefer setting up a new one so you don’t mess any of your normal users up.

Setting up a New User

Step 1 – Make a new user in the Director. Do not put their username in the active directory box, just put them in manually.

Step 2 – Install Communicator on the PC in question. You can use the URL http://shoretel/shorewaredirector/clientinstall if you’ve followed my other guides to getting it integrated with Active Directory. If not then just replace ‘shoretel’ with your server’s host name or IP address.

If it doesn’t install, the executable you need to install it can be found at C:\Program Files\Shoreline Communications\ShoreWare Director\ClientInstall\setup.exe on your server.

If your problem is you can’t get to your ShoreTel Director from the PC you’re trying to do this on. You have a networking problem, not a problem with ShoreTel functionality.

Step 3 – After restarting your computer once ShoreTel Communicator is installed launch the Communicator from the icon on your desktop.

Step 4 – Enter the servername or IP address in the setup screen.

Step 5 – Typically it will “fail to connect” and ask for a username, password and server name. The username can be found on the user’s page in the Director, it’s most of the way down to the bottom. Here’s a screenshot:

The username is generated by the ShoreTel system. It does this automatically, and tries to anticipate it based on the first several users that were added to the system. The password by default is ‘changeme’. I usually change this for my users in Director when they have to be set up like this as when you do, you don’t have to go through the entire voicemail setup wizard, although it isn’t a bad idea to go ahead and have them do it anyway.

Step 6 – Click next several more times and they should be ready to go.

Modifying an Existing User

I personally don’t like this method as one has to consider why they need to do this in the first place. The usual answer is for the soft phone on a user’s personal computer. There are others but that’s the most common I’ve run into.

Step 1 – Open the user in Director.

Step 2 – Uncheck the “Active Directory User” check box at the top.

Step 3 – Scroll down to their Client Username and Password. Make sure these are set like you want them. You will definitely need to retype the client password in. The reason is if they were not always an Active Directory User, their password has likely changed and they don’t remember it. If they were always an Active Directory user, this probably won’t be set to the default ‘changeme’ either.

Step 4 – Set up Communicator as normal, using their ShoreTel Client username and password.

This should get it going. Again if Communicator refuses to connect the most likely reason is a network issue and will need to be troubleshooted from that perspective. A good indication of this is if you can’t get to ShoreWare Director in the web browser of the computer you are setting up.

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