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How to Deploy & Configure a Virtual ShoreTel Switchusing VMware

Tech Article

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If you have VMware available to you, Virtual switches can be an easy to manage and inexpensive way to expand your system switch resources. ShoreTel offers the option of adding a Virtual Phone Switch, Trunk Switch, and Service Appliance to be used with version 14.2 and above. There are ShoreTel licenses that must be purchased to host trunks or phones on these switches.

NOTE: You will want to verify which version of VMware ESXi is supported for the build of ShoreTel that your system is on. This information can be found in the Build Notes for your specific build. In the recent builds of ShoreTel only ESXi 5.5 & 6.0 are supported.

ShoreTel also requires that the network adapter for these virtual switches be set to the VMXNet3 Virtual adapter not the E1000 adapter.

Acquiring the VMware Image for a SwitchThe .OVA files that will be used to load the switch into VMware are located on the ShoreTel Head-quarters server.

Installation Paths (identical paths for both types of switch):

Virtual Phone Switch (Primary and Spare)http://<HQ or DVS IP address>/ftproot/tsv/BareMetalInstall.ova

Virtual SIP Trunk Switchhttp://<HQ or DVS IP address>/ftproot/tsv/BareMetalInstall.ova

Virtual Service Appliancehttp://<HQ or DVS IP address>/ftproot/tsu/VMWareShoreTelVSA.ova

NOTE: You can also download the file directly via Director under Platform Hardware > Voice Switches > Primary by selecting ‘Add new switch/appliance at site: <Site> of type: <ShoreGear vPhone switch>’ and then clicking ‘Go’.

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Pre-Requisites for Virtual Switches• Must be on ShoreTel 14.2 or higher• VMware ESXi version appropriate for ShoreTel build• 20 GB of available disk space per virtual switch• 2 GB Memory• Variable CPU Cores, see chart below for detail

VMware vSphere Deployment1. From a vSphere Client select File > Deploy OVF Template


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2. Enter in the URL as noted above, or if you downloaded the image browse to the file

3. Click Next on the OVF Template Details Page

4. Name the deployment appropriately so you know what it is in your VMware inventory, and click “Next”


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5. Per ShoreTel’s deployment practices select Thick Provision Lazy Zeroed, and click “Next”

6. Accept and Click “Finish” on the Ready to complete page

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5. Per ShoreTel’s deployment practices select Thick Provision Lazy Zeroed, and click “Next”

6. Accept and Click “Finish” on the Ready to complete page

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7. Let the deployment install and complete

8. Once done, from vSphere open the console for the newly installed Virtual ShoreTel switch

9. Start the virtual switch by pressing play

10. When prompted tell the device that IP addressing will be “static” and then enter the appropriate information for corporate Voice Network

11. Confirm that all information is correct, or change it as needed

12. When prompted enter the IP address of the HQ ShoreTel Server and press “Enter” one final time

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13. The switch will now reboot. Ensure that it is reachable via ping on the network before proceed-ing to the ShoreTel Director deployment steps

1. Log into the Director interface and navigate to Platform Hardware > Voice Switches > Primary (for either a vPhone or vTrunk switch)

2. Select either the vPhone, vTrunk or Virtual Appliance Collaboration switch from the drop-down menu and click “Go”

ShoreTel Director DeploymentInstalling a Primary vPhone, SIP vTrunk, or Service Appliance Switch

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Installing a Virtual Spare Switch


3. Enter in the desired name, and the IP address that was programmed during set up in VMware. Once the IP address is entered click “Find Switches” and have ShoreTel search for the MAC address on the network. Once found click “Save”

4. Repeat steps 2-3 for any other switches if you have installed multiple instances on your VMware Host

1. Log into the Director interface and navigate to Platform Hardware > Voice Switches > Spare

2. Select the vPhone Switch from the drop-down menu

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3. Enter in the desired name, and the IP address that was programmed during set up in VMware. Once the IP address is entered click “Find Switches” and have ShoreTel search for the MAC address on the network. Once found click “Save”

4. A Spare switch will now appear in the HQ Site, and be in standby mode for all child locations throughout the ShoreTel ecosystem.

Need Help?Contact our expert support team by calling 855.9.INFLOW today!

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tech article how to deploy & configure a virtual shoretel ... · pdf filehow to deploy...

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