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SA-100 Planning, Installation, and Administration Guide
6.2.12.3 Configure IM
Step 1 Launch ShoreWare Director.
Step 2 Click Administration > Users > Individual Users. The Individual Users page
appears.
Step 3 Select the user that you for whom you want to enable the service. The
Users page containing the profile of the user you selected appears.
Step 4 In the Access License field, select Professional or higher.
Step 5 Scroll down to Instant Messaging Settings section near the bottom of the
page.
Step 6 In the Server/Appliance field, select the SA-100 that you want the user to
use for IM.
Step 7 In the Presence Invitation Handling field, do one of the following:
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6.2.12.4 Migrate IM and Presence Users to SA-100
To move IM and Presence users from a legacy ShoreTel IM Server to the SA-100:
Step 1 Launch ShoreWare Director.
Step 2 Click Administration > Users > Individual Users. The Individual Users page
appears.
Step 3 Select the user that you want to move to the SA-100. The Users page
appears.
Step 4 Locate the Instant Messaging Settings section and in the Server/
Appliance field, select the SA-100 unit that you want the user to use for
IM and Presence.
Step 5 Click Save.
Step 6 Notify the end-user to uninstall, then install Outlook calendar integration
in ShoreTel Communicator for Windows if they are using Outlook
calendar-integration. Refer to ShoreTel 12: Communicator for Windows User
Guide for instruction on how to configure Outlook calendar integration.
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Select Auto accept invitation to have the system automatically accept a
presence invitation for the user.
Select Prompt to accept invitation to have the system issue a prompt to
the user when another user sends a presence invitation.
Note The Presence Invitation Handling field only appears when an
SA-100 is enabled for the user and the IM Presence Invitation
Handling parameter in the Class of Service profile used for user
group to which the user is associated with is configured to
allow the user to make this selection.
Chapter 6: Configuring the SA-100
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