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How To Configure CallRex for ShoreTel Remote Server

Prerequisites
In order to install CallRex Call Recording software on a ShoreTel system using TAPI, the following must be complete:

• Successful installation of CallRex Server
• Successful installation of ShoreWare Director with a DVS license that the customer has previously purchased. (DVS license must be purchased from ShoreTel.)
• A ShoreWare Director administrative account with access to all recorded users.
• ShoreTel 7.5 through10.0 require a DVS to be installed, and may also be required for a data collector.

After the successful installation of CallRex software, you need to complete the ShoreWare remote installation.

Shoretel Remote Server Installation

1. On the CallRex Server, go to http://<ShoreWare Director IP>/ShoreWareDirector/Remote Install.

2. Select "Click here to download remote server" on the ShoreWare Director web page.

   1. Make sure taht the Network cards TCP/IP is disabled on the sniffer/capture card.
   2. Make sure that the requirements of the DVS are met: i.e. IIS, FTP, .NET, ASP, STMP. They need to be installed through Windows Add/Remove programs. (You will need the i386 or Windows installation disk available to install these services.)
3. Go to http://<ShoreWareDirector IP>ShoreWareDirector and login to the ShoreWare Director with administrative rights.
4. Install the ShoreTel Application Server with default values.
5. Go to Administration > Application Server.
6. Under "add a new application server at site"  select Headquarters and click Go.

7. Enter a name (i.e. CallRex or Callrex Data Collector) followed by the Messaging Channel IP address of the CallRex server.

   1. Note: Do not use the IP of the Capture Card NIC on the CallRex Server. (There should not be one to use)
   2. Note: Voice Mail and Auto Attendant is required by ShoreWare Director (use default values) however, it is not relevant to CallRex.
   3. Note: Simplified Message Desk Interface (use the default value “None”) is not relevant to CallRex.

8. When setting up the Application Server, make sure to uncheck the Allow Voicemail check box.

   1. The voicemail and Auto Attendant setup is not used, but there still must be ascending VM extensions in the boxes.
   2. For example: VM Extension 2000, Auto Mail Login Ext. 2001, Auto Attendant Ext. 2003.
9. Click Save.
10. Open the Registry Editor (regedit) on the Server hosting CallRex and go to HKEY_LOCAL_MACHINE\SOFTWARE\Shoreline Teleworks\RemoteTSP\Provider## (where ## is the actual number of the provider ID), then look for the entry named Server, the entry should read: (Server Value default is Localhost).
11. Change Localhost to the CallRex server's IP address.
12. Once these steps have been completed, reboot the server.

13. On the Shoreware Director, make a custom codec called CallRex and add in:

    1. G729/8000
    2. PCMU/8000
    3. PCMA/8000

Verification

1. Go to Director IP / ShoreWare Director and login to the ShoreWare Director with administrative rights.
2. Go to Maintenance > Quick Look.
3. Confirm a green up arrow for a successful installation of the ShoreTel Application Server on the CallRex Server. Otherwise, troubleshoot the status listed.
4. Use dialer.exe or TAPIVerify.exe to confirm that TAPI is working.

Additional Comments

1. Should the ShoreWare Director server be rebooted at any time, the CallRex Server should be rebooted after the ShoreWare Director to reestablish the TAPI link.
2. Verify the Codec is set to G711 or G729.
3. If the ShoreTel server has been upgraded and you no longer receive Call Control, the DVS must be reinstalled to the new version.
4. Use HKEY_LOCAL_MACHINE\SOFTWARE\Shoreline Communications\InstallState\Products\ShoreWare Remote Server to verify the version of the remote server.

Troubleshooting ShoreTel Telephony Management Server (TMS)

1. If TMS will not start, do the following:

   1. Go to Start > Run and type CMD in order to get a command prompt.
   2. Type CD C:\Program Files|Shoreline Communications\Shareware Remote Server\TMS.exe/regserv
   3. Note: C:\ is the default drive for ShoreTel. be sure to use the correct drive letter.
2. It should say "successful."
3. Restart the ShoreTel Telephony Management Server located in the services on the CallRex Server.
4. Restart the CallRex services. 

See also

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