ShoreTel QIC Tool: Using the Switch Configuration Tool

by Kyle DeWitt on February 8, 2013 · 0 comments

in ScanSource Communications,ShoreTel QIC Tool


In meeting the goal of providing our Partners with a tool to Quote, Implement and Configure a complete ShoreTel solution, ScanSource Communications has created a QIC Switch Configuration Tool.  This tool, located on the “Configuration Tool” worksheet in QIC, provides recommendations on the most cost-effective combination of ShoreGear Voice Switches needed to meet the customer’s system requirements.  The user of the worksheet needs only to provide the number of sites, and a list of the telephony requirements from the customer and QIC handles the rest.  This article will walk you through the four steps involved in using the QIC Switch Configuration Tool.

Step 1)  Enter the number of sites.

Details:  You can get individual ShoreGear Voice Switch recommendations for up to 20 sites.  Simply click the Number of Sites field and enter in a value.

Step 2)  Enter the Telephony Requirements

Details:  Complete the Telephony Requirements table per site, by entering values in each of the site associated columns.  Each requirement, “Number of Analog Stations” for instance, has a help icon beside it in the form of an underlined question mark (“?”).  When the help icon is clicked, a box will display showing a description that requirement as well as examples of items that should be included.  The requirements are:

  • Number of Analog Stations – Enter the number of analog phones that will be connected to the ShoreGear Voice Switches.  This includes fax machines, credit card machines, door phones, overhead paging systems, etc.  These are also known as FXS ports.
  • Number of Analog Lines – Enter the number of analog trunk lines that will be connected to the ShoreGear Voice Switches.  Include one for every loop start line that will be physically attached to the system.
  • Number of T1s – Enter the number of physical T1 connections needed, not the number of individual channels.  For either a full or partial PRI, you would enter 1.
  • Number of Softphones – Enter the number of users who plan to use the Softphone as part of Communicator.
  • Number of IP Phone Users – Enter the total number of users that will have a physical IP Phone on their desk.   Make sure to include unattended phones like those in break rooms or conference rooms.
  • Number of Users Total – Enter the total number of users you intend to build in ShoreTel Director for this customer.  This should be the total of all licensed users.
  • Number of SIP Trunks – Enter the number of individual SIP trunks coming into the ShoreTel system.  This value should consist of one for every concurrent call supported on your SIP trunk.
  • Number of SIP Media Proxies – This requirement is only visible if you have entered a value in Number of SIP Trunks.  Enter the number of SIP Media Proxy ports to use on your SIP trunks.  This is a feature new to ShoreTel 13 which allows more robust call handling on SIP trunks.
  • Number of SIP Phones/Proxies – Enter the number of third-party SIP phones that will be added to this system.  ShoreTel IP Phones are not SIP phones and should not be included in this number.
  • Number of Conference parties (Make-Me) – Enter the number of Make-Me conference parties that will need to be supported at any given time.  Make-Me conferences are supported by the ShoreGear switches, and have a maximum conference size of 6.
  • Number of Conference parties (Meet-Me) – Enter the number of Meet-Me conference parties that will need to be supported at any given time.  Meet-Me conferences are supported by the ShoreTel Service Appliance and can support conferences of more than 6 parties.
  • Include Voicemail on Switches? – If you wish to use V-switches (50V or 90V) at the remote sites, change this to “Yes” and the Switch Configuration Tool will include them in the recommendation.  The HQ does not need a V-switch as all of the voicemail is stored on the Director Server.

As you populate this table of information, a running total for all sites is kept in the right-most column.  If at any time you want to start over, you can check the box to “Clear all values from HQ and Sites.”

Step 3)  Generate Switch Configuration Tables

Details:  Press the “Generate Switch Configuration Tables” button then read and accept the messages displayed in the dialog boxes.  Once you have done so, QIC will create a large, hidden table of data, which will assist it in finding the most cost-effective combination of ShoreGear switches for you.  This process resource intensive and can take up to a minute on some systems.  Once this process has completed, you will see the table of ShoreGear Switches populated with the recommendation for each site.

Step 4)  Review and quote your ShoreGear Voice Switches

Details:  You will now see the total ShoreGear Voice Switches needed to meet your customer’s requirements by site.  You can use the “Include this site in Quote” field to control which site’s products are included on the quote.  After reviewing the information in this table, you can press the “Quote it!” button, which will add the included recommended switches to your quote.  In the processing of quoting the switches, the switch configuration tables created in Step 3 are cleared, and you will see messages displayed to that effect.  If you need to make any changes to Telephony Requirements (Step 2), you will need to press the “Generate Switch Configuration Tables” button again.

Using the QIC Switch Configuration Tool is a great way for new sales members to quickly create a quote for customers, and for experienced members to validate their own calculations.  Also, keep in mind that the Telephony Requirements information entered here also drive the Helper Headers found on the Quote Tool sheet.  Using this tool helps to remove what could be the most complex portion of a ShoreTel quote.  If there are other ways that we can improve your ShoreTel quoting experience in QIC, please let us know.

*All feature and functionality descriptions in this article are based on QIC version 12.  More recent versions of QIC may have different features or functionality.  Please contact ScanSource Communications Technical Services at 1-877-847-7000 if you have any questions.

This post was written by

Kyle DeWitt is the Director of Technical Services for ScanSource’s NA Communications segment, based in Greenville, SC. He has over 10 years of experience in distribution for converged products and is a regular contributor to The Source on unified communications, and various technology discussions.

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