Using ShoreTel Sky Mobility

Content

IMPORTANT NOTES:

This article provides information and instructions for using the legacy ShoreTel Mobility Client application that is still supported in the ShoreTel Sky phone system. Note that the latest version of the ShoreTel Mobility Client app installed on your mobile device is also labeled as "ShoreTel Connect," but the interface is different than the interface documented in the ShoreTel Connect for iOS and ShoreTel Connect for Android articles.

Table of Contents

User Documentation
Basic Mobility Features
iPhone Video Tutorials
Android Video Tutorials
Mobility Video Images
Related Topics

User Documentation

The following user guides are applicable to the legacy ShoreTel Mobility Client:

Apple iOS

iPad User Guide
iPad Installation Quick Reference
iPad Features Quick Reference
iPhone and iPod Touch User Guide
iPhone and iPod Touch Features Quick Reference
iPhone and iPod Touch Installation Quick Reference

Android

Android User Guide
Android Features Quick Reference
Android Installation Quick Reference

Basic Mobility Features

The topics listed below provide information about using the most common features of the ShoreTel Mobility Client app. The instructions in each topic are applicable to both iPhone and Android devices unless you see separate sets of instructions for iPhone and Android. For more detailed information, see the user guides and quick references listed in the User Documentation section above (also available in the ShoreTel Sky Mobility article).

This section of the article includes the following topics. To utilize these instructions, first launch the Mobility app on your mobile device. Additionally, the iPhone Video Tutorials and Android Video Tutorials sections near the bottom of this article provide another way to learn how to use ShoreTel Sky Mobility.

Using Common Settings
Verifying the Connection Status
Receiving a Call
Answering or Declining a Call While on Another Call
Answering a Call While Paired with a Bluetooth Device
Placing a Call
Adding a Call While on an Active Call
Placing a Call While Paired with a Bluetooth Device
Placing a Video Call
Using Contacts to Place Calls
Using Recents to Place Calls
Ending a Call
Placing a Call on Hold
Switching Between Calls
Transferring Calls
Using Do Not Ring Mobility
Managing Conference Calls
Changing Network Settings
Using Personal Dial Mode (Dual Persona)
Emergency Calling

Using Common Settings

Touch your phone number or extension at the top of the keypad to access the Common Settings screen. From this screen you can manage Call Handling settings including Do Not Ring Mobility, Personal Mode, Call Routing, and Connection Status. However, if you see settings for Availability State (Presence) or Extension Assignment, note that these settings are in development and are not functional with the current ShoreTel Sky Mobility service.

Verifying the Connection Status

To verify your connection status, while viewing the Mobility keypad, look at the icon in the top-right corner of the screen. If the icon is one of the E (Enterprise) icons shown below, your mobile device can make calls using a Wi-Fi or cellular voice network. Touching the icon will display more information.

 User-added image  - The E with phone icon indicates you are connected to a Wi-Fi network.
User-added image   - The E icon indicates you are connected to a Cellular voice network, Cellular data is OFF, and calls use your mobile device's native dialer.

If the icon is the ! (Not Registered) icon shown below, there is no network connection or the mobile device needs to be provisioned. Verify that your Wi-Fi network connection is setup correctly. Otherwise, see the Provisioning section of the ShoreTel Sky Mobility article.

User-added image     - The ! icon indicates there is no Wi-Fi or Cellular network connection.

When you are on an active call and connected to a Wi-Fi network, one of the following sets of icons appears in the top-right corner of the Mobility screen.

Voice and Data via Wi-Fi Network
- Indicates you are connected to a Wi-Fi network and Cellular data is OFF.
Voice via Wi-Fi Network and Data via Cellular Network
- Indicates you are connected to a Wi-Fi network and Cellular data is ON.

You can also verify the connection status by touching your phone number at the top of the keypad and touching Connection Status in the Common Settings screen that appears. To manage your connection settings, touch Call Routing in the Common Settings screen and verify that your Allowed Data Networks and Call Routing Preferences are set correctly.

Receiving a Call

The main ShoreTel Connect icon appears when you have an incoming call. Another icon indicates whether the call is a VoIP or cellular call. You may also see icons for other in-call options which may be different from your mobile device's native dialer options. For instructions, see the iPhone and Andriod sections below:

iPhone

When you receive an incoming call, choose one of these options:

If you receive a call while the Mobility (ShoreTel Connect) application is running in the background, a notification appears on the screen. Touch the notification to respond, as follows:

If receiving a call while the device is locked, choose one of these options:

Android

When you receive an incoming call, choose one of these options:

Answering or Declining a Call While on Another Call

If you receive a second call while you are on a call, you hear a call waiting tone and the screen indicates another incoming call. For instructions, see the iPhone and Andriod sections below:

iPhone

To answer or decline a call while on another call, select one of the following:

To prevent incoming calls from ringing your device, see the Using Do Not Ring Mobility section of this article.

Andriod

To answer or decline a call while on another call, do one of the following:

To prevent incoming calls from ringing your device, see the Using Do Not Ring Mobility section of this article.

Note: You can also use other apps on your mobile phone while on a call. Just touch the Home key to put the Mobility (ShoreTel Connect) app into the background. To return to your call when you are done, touch the bar at the top of your screen.

Answering a Call While Paired with a Bluetooth Device

When you pair a Bluetooth device, after you touch Answer, a pop up message appears showing the names of the available devices. Select your audio device name to continue. If you do not select anything, the default device is used. The message window closes after five seconds.

Placing a Call

Place a call by using the keypad to enter numbers or by selecting a contact from your contacts or recent calls. If you are using the Mobility (ShoreTel Connect) app to place a call over the cellular network, the call is initially routed to the enterprise network before being placed to the number you are calling.

Complete the following steps to place an audio call:

  1. From the keypad screen, enter the phone number for the party you want to call.
  2. Touch the Call key or touch the Call Using key to the left of the Call key to select how you want to place the call (over Wi-Fi, Cellular Voice, or Personal Dial, for this call only).

The following types of calls are not routed through the enterprise network:

Note: For Android devices, after placing a call on the cellular network, the Mobility (ShoreTel Connect) application moves to the background and the Android dialer application opens. You can select the Back key to return to the Mobility (ShoreTel Connect) app. Also, if you tap the Call key twice (without entering any numbers), the keypad shows the last number you called.

Adding a Call While on an Active Call

You can add another call while on an active call by following the instructions in the iPhone and Andriod sections below:

iPhone

  1. Select Add Call, which displays the keypad.
  2. Enter the new number
  3. Select Call

Android

  1. Select Hold.
  2. Select Add call, which displays the keypad.
  3. Enter the new number.
  4. Select Call. The first call displays as OnHold while the second call is active.

If you have an active call and a call on hold, you can switch between the calls. For more information about switching between active calls, see the Switching Between Calls section of this article.

Note: If you are on a call using the enterprise network and enter a direct call number as defined in the Mobility Router's dial plan (for example, 411) or a phone number that starts with an asterisk (*) or pound sign (#), the call on the enterprise network is dropped.

Placing a Call While Paired with a Bluetooth Device

When you pair a Bluetooth device, after you touch Call, a pop up message appears showing the names of the available devices. Select your audio device name to continue. If you do not select anything, the default device is used. The dialog closes after five seconds.

Placing a Video Call

To add video to an existing audio call:

  1. Select Add Video.
  2. A popup "Connecting Video..." displays.

For complete video instructions, read the "Video Calls" chapter of the User Guide for your mobile device (see the User Documentation section of this article above).

Note: Adding video to an existing audio call is supported only when both parties have video enabled.

Using Contacts to Place Calls

From the main screen, select Contacts, select Group, select the desired contact, and select Call.

Using Recents to Place Calls

From the main screen, select Recents, and select the desired contact.

Note: Refer to your iPhone documentation for instructions on how to sync groups from other sources, including email, and enable those groups to display on this screen.

Ending a Call

Touch End or End Call to end an active call.

Placing a Call on Hold

For instructions to place a call on hold, see the iPhone and Andriod sections below:

iPhone

To place an active call on hold:

Android

To place an active call on hold:

Switching Between Calls

If you have one active call and one call on hold, you can switch between the calls by selecting Swap.

Note: If you have one active call and one call on hold, moving out of range of the enterprise WiFi network drops the call.

Transferring Calls

While you are on an active call on your mobile device, you can transfer the call to a specified phone number or another one of your devices. By default, transferring a call to your desk phone transfers to your enterprise extension.

  1. During the active call, select Transfer. The call is put on hold.
  2. Select from the following options:
    • Select Move to my other device to transfer this call to your desk phone. Note: For iPhone users, if you have more than one device, the call rings all of your other devices.
    • Select Transfer to transfer this call to a contact. Enter the contact's number or select Contacts to select the name of the desired contact from the list.
    • Select Transfer Consult to transfer a call after introducing the call to a recipient. Enter the contact's number or select Contacts to select the name of the desired contact from the list. The call is placed on hold. After you finish talking with the recipient, select Transfer (which ends the call).
  3. If you decide to end the call instead before transferring, select End Call.

Note: For Android users, when transferring a call on the cellular network, the Android phone application displays the cellular access number and the number called to receive the transfer. Touch the Android's Back key to return to the Mobility (ShoreTel Connect) app.

Using Do Not Ring Mobility

The Do Not Ring Mobility setting prevents all business calls from ringing your mobile device. When Do Not Ring Mobility is enabled, a red circle with a white dash displays on the right at the top of the keypad. For instructions, see the iPhone and Andriod sections below:

iPhone

To prevent incoming calls from ringing your device, touch your phone number or extension at the top of the keypad, and in the Common Settings screen that opens, set Do Not Ring Mobility to Always On or a length of time for this setting to be active (15 Minutes, 30 minutes, 1 Hour, 2 Hours, or 4 Hours). To allow incoming calls to ring your device again, repeat the instructions above to set Do Not Ring Mobility to Off. You can also manage Do Not Ring Mobility by going to Settings > Preferences > Call Handling > Do Not Ring Mobility.

Android

To prevent incoming calls from ringing your device, select the native Android menu key > Enable Do Not Ring Mobility and then select Always On or a length of time for this setting to be active (15 Minutes, 30 minutes, 1 Hour, 2 Hours, 4 Hours). To allow incoming calls to ring your device again, repeat the instructions above to set Disable Do Not Ring Mobility to Off. You can also manage Do Not Ring Mobility:

Managing Conference Calls

You can merge two VoIP calls into a conference. You can start conference calls while connected to the enterprise Wi-Fi network. Please note the following:

To place a conference call:

  1. Place a call to one of the conference call members.
  2. While the call is active, touch Add or Add Call. This call is put on hold.
  3. Use the keypad to enter the number of the other conference call member, or select a Contact, Favorite, or Recent.
  4. Select Merge calls.
  5. Select End or End Call to end the session.

Note: If you originated the conference call, you cannot transfer the call from your mobile device to your desk phone. Any of the other conference call participants using a mobile device running the Mobility (ShoreTel Connect) application can transfer the call to a desk phone.

Changing Network Settings

You can switch between Cellular and Wi-Fi (when available), and specify Wi-Fi access points for when your mobile device is within range of a Wi-Fi network. To enable or disable Wi-Fi and Cellular settings for accessing data networks and specifying audio and video call routing preferences, navigate to Settings > Preferences > Call Routing. To change networks while on an active call, see the two topics below:

Changing Network While on an Active Wi-Fi Call

After placing or receiving a call on a Wi-Fi network, touch Handover. The call is moved to the cellular network and the dialer application appears.

Changing Network While on an Active Cellular Call

  1. After placing or receiving a call on a cellular network, and with a Wi-Fi network available, double-tap the Home button on your mobile device, or select the Home button > ShoreTel Connect. The green bar at the top of the screen indicates a call is in progress.
  2. Select Handover, which moves the call to the Wi-Fi network and replaces the green bar with the Mobility (ShoreTel Connect) application bar.

Using Personal Dial Mode (Dual Persona)

Personal Dial Mode enables easy separation of personal and business identities on your mobile device when running the Mobility (ShoreTel Connect) app. Business Dial, which is enabled by default, routs all calls through the enterprise network showing your enterprise business phone number as the caller ID. The default Business Dial mode provides access to enterprise telephony features including conference calling, transfer-to-desk-phone functionality, and more. Personal Dial Mode enables you to place a call directly over the cellular network (not routed through the enterprise network) and use your mobile device's personal phone number as the caller ID. For instructions, see the iPhone and Andriod sections below:

iPhone

To enable Personal Dial Mode:

To disable Personal Mode:

Android

To enable Personal Dial:

To disable Personal Dial:

Emergency Calling

To place a call to an emergency number, dial the emergency number as you normally would. Calls placed to emergency numbers are not routed through the enterprise. If you are on a call using the enterprise WiFi network and place a call to an emergency number, the non-emergency call is dropped. You can also place emergency calls if there is no SIM card in the mobile device if your cellular service provider supports this feature.

iPhone Video Tutorials for ShoreTel Sky Mobility

The following iPhone video tutorials are for using the legacy ShoreTel Mobility Client. These videos are also available on your phone.

Connectivity

Note: The "Connectivity" video above briefly mentions two unsupported features (Instant Message and Buddies).

Placing and Receiving Calls

Managing Calls

Note: The "Managing Calls" video above briefly mentions one unsupported feature (Buddies).

Peer-to-Peer Video Calling

Android Video Tutorials for ShoreTel Sky Mobility

The following Android video tutorials are for using the legacy ShoreTel Mobility Client. These videos are also available on your phone.

Connectivity

Note: The "Connectivity" video above briefly mentions two unsupported features (Instant Message and Buddies).

Placing and Receiving Calls

Managing Calls

Note: The "Managing Calls" video above briefly mentions one unsupported feature (Buddies).

Peer-to-Peer Video Calling

Mobility Images

iPhone - Peer-to-Peer Video Calling

iPhone - P2P Video Calls

Android - Peer-to-Peer Video Calling

Andriod - P2P Video Calls

Related Topics

ShoreTel Sky Mobility
ShoreTel Sky Mobility Release Notes
ShoreTel Sky Support
ShoreTel Sky Portal
Password Management
Resolve Issues via Support Cases

ShoreTel Dates

Created Date 2013-05-14 - Modified Date 2017-08-21


Article: 000004591