Release Notes for ShoreTel Sky Portal
This article provides information about the current customer-impacting ShoreTel Sky Portal release and all previous releases for the last twelve months. Please note that the ShoreTel Sky phone system is also regularly updated via internal releases that do not impact customers. This article is republished only when new or changed functionality is made available to customers.
Table of Contents
The current ShoreTel Sky Portal release was implemented on March 10, 2017 and includes the General Availability of one new feature and one changed feature.
For Authorized Contacts
Swapping Profile Types
The right-click menu in the Users screen now provides a new "Swap" option that enables Authorized Contacts to swap the profile type for any user in their phone system. Available phone profile types include Managed, Virtual, Courtesy, and Analog. For details, see the Phone Profile Types article.
Authorized Contacts can access this new option by navigating to Phone System > Users, right-clicking the row of the desired user, and selecting the "Swap" option.
For more information, see the Swap Profile article.
For Team Managers and Authorized Contacts
New Date and Time Options for All Team Reports and Subscriptions
All reports and report subscriptions available in the Team menu now provide new "Date Range," "Days," "Hours Starting" and "Hours Ending" menus. The available options in these new menus provide the following:
- Expanded reporting options that are consistent for all reports.
- The ability to refine the scope of reporting data to create reports for a limited number of days and/or a limited number of hours within the selected range of dates.
Team Managers and Authorized Contacts can access these new reporting options by navigating to the Team menu and selecting the desired report or the Subscriptions option.
The release implemented on January 22, 2017 includes the General Availability of two changed ShoreTel Sky Portal features.
Improvements to the Emergency Registration Screen
The address from the Geographic Locations screen has been added to the Location column, which already displays the "Label" from the associated Geographic Location. The new format of the Location column in the Emergency Registration screen is: "Location Label - Location Address"
Authorized Contacts can access the improved Emergency Registration screen by navigating to Phone System > Emergency Registration.
For more information, see the Emergency Registration Locations article.
Improvements to Report Subscriptions
A new Report Target column has been added to the Subscriptions screen. The Report Target displays the associated location (for reports "by Location"), the associated group (for reports "by Group"), or a dash ("-") for reports without an associated group or location. Additionally, the "Subscription Label" that is entered when a subscription is added (via the "Subscribe to report" wizard) now displays in the Subject line of the emailed report.
Authorized Contacts can access the improved Subscriptions screen and "Subscribe to report" wizard by navigating to Team > Manage > Subscriptions.
For more information, see the Report Subscriptions article.
The release implemented on November 19, 2016 includes the General Availability of three changed ShoreTel Sky Portal features.
Emergency Registration Screen (replaces the E911 Registration Screen)
The "E911 Registration" screen has been relabeled and completely redesigned as the "Emergency Registration" screen. The functionality has been changed for managing all E911 emergency location addresses.
Decision Makers and Phone Managers can access the redesigned screen by navigating to Phone System > Emergency Registration.
To learn how to use the new functionality, see the Emergency Registration Location Addresses article
Users (including Authorized Contacts) who utilize the ShoreTel Sky Portal now have access to the following changed features:
"Reset Password or PIN" from ShoreTel Portal Log In Screen
The two links, "Recover my Phone PIN" and "Reset my Portal Password," formerly located at the bottom of the Log In screen at https://portal.shoretelsky.com/ have been replaced by one new "Reset Password or PIN" link. This new link now enables resetting your portal "user" password, your phone PIN, or both in one place without having to log into the ShoreTel Sky Portal or voicemail system. These changes were implemented as part of ShoreTel's ongoing efforts to enhance security.
Users can access the new "Reset Password or PIN" link by going to https://portal.shoretelsky.com/.
For more information, see the ShoreTel Portal Log In Screen article.
Emergency Locations tab of the Phone Settings Screen (replaces the E911 tab)
The "E911" tab of the Phone Settings screen has been relabeled and completely redesigned as the "Emergency Location" tab. The functionality has been changed for managing your E911 emergency location addresses.
Users can access the redesigned tab by navigating to Home > Settings > Phone Settings and selecting the Emergency Location tab.
To learn how to use the new functionality, see the "Emergency Location For Users" section of the Emergency Registration Location Addresses article.
The release implemented on September 9, 2016 includes the General Availability of two changed ShoreTel Sky Portal features.
Live Answer and Talk Time Reports Improvements
Live Answer and Talk Time reports have been enhanced to provide the option of viewing calling data for internal calls, external calls, or both internal and external calls. Note that the new options can be selected via the new "Class" menu. These reports have also been improved to provide more options for viewing detailed calling data.
Authorized Contacts and Team Managers can access these business intelligence reports by navigating to Team > Intelligence and selecting Live Answer or Talk Time
Users who utilize the ShoreTel Sky Portal now have access to the following changed feature:
Call Handling in the Home Screen
The Call Handling section of the Home screen in the ShoreTel Sky Portal has been redesigned for enhanced usability. Users can now choose from all of the available settings for each of the call forwarding options directly from the Home screen. Previously, users could only toggle between the two most commonly used options and had to navigate to the Call Routing tab of the Phone Settings screen to have full access to all call forwarding settings and options.
For more information, see the Home Screen in the ShoreTel Sky Portal article.
The release implemented on August 12, 2016 includes the General Availability of one new and two changed ShoreTel Sky Portal features.
Notification Email Preferences
ShoreTel sends notification emails to Authorized Contacts when certain types of activities occur within their ShoreTel Sky account. Depending on your Authorized Contact role in the ShoreTel Sky phone system, you will receive different types of email notifications. The Authorized Contact roles who receive notification emails are Decision Maker, Phone Manager, and Billing Contact. If you have one of these roles, you will be able to manage the frequency at which you receive notification emails for each of the different notification types. You can also choose to not receive some notifications, but only for notification types that are not mandatory for SOX compliance.
- Note: The ability to manage Notification Preferences is being released to only a subset of accounts, which means most accounts do not yet have access to this feature. To gain access to Notification Preferences functionality now, you can contact ShoreTel Sky Support or create a Support Case to request that "Enhanced Notifications" be enabled for your account. Otherwise, this feature will be rolled out to all accounts over the next few months.
Authorized Contacts will be able to manage their own email notification preferences by navigating to Home > Settings > Personal Information > Notification Preferences.
Usage Log Report
When exporting data from the Usage Log report, two new fields, Originating User and Destination User, provide the name or location associated with the originating and destination phone numbers.
Authorized Contacts can access this report by navigating to Organization > Usage > Usage Log.
For more information, see the Exporting Usage Logs section of the Usage Log article.
Users and Authorized Contacts who utilize the ShoreTel Sky Portal now have access to the following changed feature:
ShoreTel Sky Portal Log In
The Log In screen for accessing the ShoreTel Sky Portal has been redesigned for enhanced usability.
The release implemented on June 28, 2016 includes the General Availability of multiple changes that are visible in the ShoreTel Sky Portal.
ShoreTel is expanding the scope of it's telephony and unified communications solutions beyond the United States to international markets. To account for the different currency denominations used in each country where customer accounts are located, the following interfaces in the ShoreTel Sky Portal now display the currency code associated with the customer's location:
- Account Details
- Invoices & Payments
- Invoice Groups (accessed from the Invoices & Payments screen)
- Add User (accessed from the Users screen)
Authorized Contacts can view the currency code for their account in these modified interfaces by navigating to the Organization and Phone System menus and selecting the screens listed above.
The release implemented on April 26, 2016 includes the General Availability of one changed ShoreTel Sky Portal feature.
Monthly Billing Invoices - New Account Summary
As of April 2016, the cover page of the monthly billing invoice generated for each customer account now includes an Account Summary section that provides amounts for Previous Balance, Credits & Adjustments, Payments Received, Late Payment Fees, and Balance Forward. This new information also appears on the second page of the invoice within Account Details. This information was previously displayed only in the Invoices & Payments screen of the ShoreTel Sky Portal.
Authorized Contacts (Decision Makers and Billing Contacts) can access monthly billing invoices for their account by navigating to Organization > Billing > Invoices & Payments and selecting the desired PDF link for the desired monthly invoice.
For more information about billing invoices, including managing email and mail preferences for receiving invoices, see the Monthly Billing Invoice section of the Account Invoices, Payments, & Billing Policies article.