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5.3.0
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Workflow

To deploy a FortiVoice LSG unit in a branch office, review the tasks and perform the procedures in the following workflow:

Caution

To connect the phones to the network, make sure to follow the workflow in this section. With this workflow, the phones are assigned the correct configuration from the main office system.

If you connect the phones too early in the workflow, then you will need to restore the phones to their factory default settings to remove the unassigned phone configuration that was retrieved from the branch office system.

 

Note

Before starting procedures in this guide, make sure to complete the basic setup of the primary and secondary FortiVoice phone systems and connect to the web-based manager of both systems. For more details, see the FortiVoice Phone System Administration Guide.

Task sequence

Description

Procedure

Perform tasks 1 to 4 on the FortiVoice LSG unit at the branch office.

Task 1

Connect to the web-based manager of the FortiVoice LSG unit.

Connecting to the FortiVoice LSG unit

Task 2

Configure administrator and network settings on the FortiVoice LSG unit.

Configuring administrator and network settings

Task 3

Upgrade the firmware of the FortiVoice LSG unit.

Upgrading the FortiVoice LSG firmware

Task 4

Change the deployment mode from PBX to survivability branch on the FortiVoice LSG unit.

Configuring the deployment mode

Perform tasks 5 to 10 on the FortiVoice phone system at the main office, as applicable.

Task 5

Optionally, configure high availability (HA) on the primary and secondary FortiVoice units at the main office.

Optional - Configuring high availability

Task 6

Add or import branch extensions to the primary FortiVoice phone system at the main office.

Adding or importing branch extensions

Task 7

Allow extension users at the same branch to connect to the paging system using a user privilege and account code.

Optional - Configuring an account code and user privilege for branch paging

Task 8

Use speed dials for branch paging.

Optional - Configuring a speed dial pattern for branch paging

Task 9

Add a survivability branch to the FortiVoice phone system at the main office.

Adding a survivability branch

Task 10

Apply the branch configuration from the main office FortiVoice phone system to the FortiVoice LSG unit at the branch office.

Applying the branch configuration

Perform tasks 11 and 12 on the FortiVoice LSG unit at the branch office.

Task 11

Verify that there is a healthy heartbeat between the FortiVoice LSG unit and the FortiVoice phone system.

Verifying the heartbeat status

Task 12

Connect the phones to the network at the branch office.

Connecting the phones to the network

Workflow

To deploy a FortiVoice LSG unit in a branch office, review the tasks and perform the procedures in the following workflow:

Caution

To connect the phones to the network, make sure to follow the workflow in this section. With this workflow, the phones are assigned the correct configuration from the main office system.

If you connect the phones too early in the workflow, then you will need to restore the phones to their factory default settings to remove the unassigned phone configuration that was retrieved from the branch office system.

 

Note

Before starting procedures in this guide, make sure to complete the basic setup of the primary and secondary FortiVoice phone systems and connect to the web-based manager of both systems. For more details, see the FortiVoice Phone System Administration Guide.

Task sequence

Description

Procedure

Perform tasks 1 to 4 on the FortiVoice LSG unit at the branch office.

Task 1

Connect to the web-based manager of the FortiVoice LSG unit.

Connecting to the FortiVoice LSG unit

Task 2

Configure administrator and network settings on the FortiVoice LSG unit.

Configuring administrator and network settings

Task 3

Upgrade the firmware of the FortiVoice LSG unit.

Upgrading the FortiVoice LSG firmware

Task 4

Change the deployment mode from PBX to survivability branch on the FortiVoice LSG unit.

Configuring the deployment mode

Perform tasks 5 to 10 on the FortiVoice phone system at the main office, as applicable.

Task 5

Optionally, configure high availability (HA) on the primary and secondary FortiVoice units at the main office.

Optional - Configuring high availability

Task 6

Add or import branch extensions to the primary FortiVoice phone system at the main office.

Adding or importing branch extensions

Task 7

Allow extension users at the same branch to connect to the paging system using a user privilege and account code.

Optional - Configuring an account code and user privilege for branch paging

Task 8

Use speed dials for branch paging.

Optional - Configuring a speed dial pattern for branch paging

Task 9

Add a survivability branch to the FortiVoice phone system at the main office.

Adding a survivability branch

Task 10

Apply the branch configuration from the main office FortiVoice phone system to the FortiVoice LSG unit at the branch office.

Applying the branch configuration

Perform tasks 11 and 12 on the FortiVoice LSG unit at the branch office.

Task 11

Verify that there is a healthy heartbeat between the FortiVoice LSG unit and the FortiVoice phone system.

Verifying the heartbeat status

Task 12

Connect the phones to the network at the branch office.

Connecting the phones to the network