ShoreTel. Brilliantly simple business communications. Page 6 of 16
contacts are also displayed on the user’s desk phone and the Mobility client. Users will be able to
search on any of these devices for a local contact and place a call.
Corporate Directory searches from the Connect application are performed directly; this plug-in is
not needed for that function. See the Exchange / Office 365 Integration with Exchange Web
Services section above. This plug-in is only needed to sync local contacts from Outlook to Connect.
ShoreTelConnectUCBAddIn
This is the “UCB” (or “meeting”) plug-in. This module performs several functions when creating an
Outlook meeting invitation. Both ONSITE and CLOUD use this Outlook plug-in.
The “Meeting” plug-in:
• Inserts the Connect meeting URL into the body of the meeting invitation. For
ONSITE, the URL is obtained from the ShoreTel UCB appliance. For CLOUD, the
URL is obtained from the CLOUD service.
• Sends information about meeting’s host, presenters, and attendees to the UCB or
CLOUD service. This information, along with all the other meeting parameters (such
as the meeting name, date, time, dial-in info, etc.), are stored on the UCB or CLOUD
service for that event.
Inserts the user’s “Availability State” into the meeting. This state is selected in the
Outlook meeting invitation from the “Availability State” drop-down of the ShoreTel
tab (in the meeting invitation “ribbon”). The selected user state will take effect when
the user’s meeting time occurs, and sets the desired routing rules for that state.
(These rules can be configured in the Call Routing preferences of the Connect user
application.)
There are two methods to create a Connect meeting. One method is from Outlook itself, by
manually creating a new Outlook meeting, and clicking the ShoreTel Conference button or drop-
down in the ShoreTel tab of the Outlook meeting ribbon. When the Shoretel Conference is clicked,
a new Connect conference is created and the conference information is copied into the body of the
Outlook invitation, including the conference URL, dial-in information, participant access code and
password, and any other information.
The second method is to create a Connect meeting with the Connect desktop application. The user
clicks the “New Event” button and fills out the Connect meeting invitation form. When the “Create
Event Invite” button is clicked, an Outlook meeting invitation is launched via an API. The Outlook
meeting invitation is populated with the Connect meeting information.