I think there is more than one way to do this, but this to me is the easiest way. I know I have used this method during an upgrade before. Click on this link to see my blog posting about backing up and upgrading the ShoreTel phone system.
I had planned on upgrading a ShoreTel system, but because of time, I ended up just backing up the server database. You can place calls and get calls when doing this, but AA, workgroups, etc. will be unavailable during a backup process.
Here are the steps I took. Substitute your location for where mine is (D:).
1. Double-click the script that stops all ShoreTel services - D:\Program Files\Shoreline Communications\ShoreWare Server\Scripts\hq_shoretel-stop-svcs.bat
2. Copy "shoreline data" folder to another location. TAC says that 1 out of 30 times that if the folder wont copy, just reboot the Director Server and it should resolve the issue.
3. Double-click the script that starts all ShoreTel services - D:\Program Files\Shoreline Communications\ShoreWare Server\Scripts\hq_shoretel-start-svcs.bat
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