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FortiVoice Phone System Administration Guide

Configuring conference calls

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Configuring conference calls

The Call Feature > Conferencing tab lets you configure and enable conference call settings.

FortiVoice allows two types of conferencing:

  • User conferencing: You can configure and enable a user conference call privilege for extension users to hold their own conference calls on the user portal. See FortiVoice User Portal Guide.
  • Admin conferencing: The administrator can set up static or dynamic conference calls for the users. Static conference calls are configured directly on the GUI whereas dynamic conference calls are configured using the calendar.

To configure a user conferencing

  1. Go to Call Feature > Conferencing > User Conferencing.
  2. Configure the following:

    GUI field

    Description

    Enabled

    Select to activate this conference call.

    Number

    Enter an extension number that is mapped to the external number callers can dial to join a conference call.

    External numbers info

    Enter the external phone number that callers can dial to join a conference call. Conference organizers can share it with the participants.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not record and announce participant's name.

    Users

    Click New to add the extension users who have the privilege to organize conference calls.

    User: Select the extension for the user.

    Conferencing ID: Enter the ID that users need to organize conference calls. You can also click Generate to get a system generated ID. Click Create.

    Click View Scheduled Conferences to display the conferences that have been scheduled and pick a free time slot for your conference schedule.

  3. Click Apply.

To set up a static conference call

  1. Go to Call Feature > Conferencing > Admin Conferencing and click New.
  2. Configure the following:

    GUI field

    Description

    Mode

    Select Static.

    Name

    Enter a conference call name.

    Enabled

    Select to activate this user conferencing configuration.

    Number

    Enter a number that callers can dial to join a conference call.

    Setting

    Display name

    Enter the name displaying on the conference call extension, such as “HR”.

    Attendee PIN

    Enter a password for joining the conference call. A caller needs to dial the conference call number and enter this password to join the conference call. The default is 123456.

    This password is always valid and should only be sent to the people who need it.

    Organizer PIN

    Enter the PIN number to be used by the conference organizer to host a conference call. The default is 123123.

    This password is always valid and should only be sent to the people who need it.

    Description

    Enter any notes you have for this conference call.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not record and announce participant's name.

    Recursive Schedules

    If you want conference calls on repeating schedules, select this option and click New to select a schedule. Enter a password for joining the conference call and click Create.

    This option is useful if you want to limit the participants to a particular recursive conference call. They can only join the conference call during the scheduled time period and by entering the password you set.

    For information on setting up a schedule, see Scheduling the FortiVoice unit.

    One Time Schedules

    If you want to set up a one time conference call, select this option and click New to enter the start and end time. Enter a password for joining the conference call and click Create.

    This option is useful if you want to limit the participants to a particular one time conference call. They can only join the conference call during the scheduled time period and by entering the password you set.

    If the one time schedule conflicts with the recursive schedule, the one time schedule has priority.

  3. Click Create.

To configure a dynamic conference call

  1. Go to Call Feature > Conferencing > Admin Conferencing and click New.
  2. Configure the following:

    GUI field

    Description

    Mode

    Select Dynamic.

    Name

    Enter a conference call name.

    Enabled

    Select to activate this conference call.

    Number

    Enter a number that callers can dial to join a conference call.

    Setting

    Display name

    Enter the name displaying on the conference call extension, such as “HR”.

    Description

    Enter any notes you have for this conference call.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not to record and announce participant's name.

  3. Click Create.
  4. In the conference call list, select the one you created.
  5. Double-click a date to schedule a conference.
  6. Click OK.

Configuring conference calls

The Call Feature > Conferencing tab lets you configure and enable conference call settings.

FortiVoice allows two types of conferencing:

  • User conferencing: You can configure and enable a user conference call privilege for extension users to hold their own conference calls on the user portal. See FortiVoice User Portal Guide.
  • Admin conferencing: The administrator can set up static or dynamic conference calls for the users. Static conference calls are configured directly on the GUI whereas dynamic conference calls are configured using the calendar.

To configure a user conferencing

  1. Go to Call Feature > Conferencing > User Conferencing.
  2. Configure the following:

    GUI field

    Description

    Enabled

    Select to activate this conference call.

    Number

    Enter an extension number that is mapped to the external number callers can dial to join a conference call.

    External numbers info

    Enter the external phone number that callers can dial to join a conference call. Conference organizers can share it with the participants.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not record and announce participant's name.

    Users

    Click New to add the extension users who have the privilege to organize conference calls.

    User: Select the extension for the user.

    Conferencing ID: Enter the ID that users need to organize conference calls. You can also click Generate to get a system generated ID. Click Create.

    Click View Scheduled Conferences to display the conferences that have been scheduled and pick a free time slot for your conference schedule.

  3. Click Apply.

To set up a static conference call

  1. Go to Call Feature > Conferencing > Admin Conferencing and click New.
  2. Configure the following:

    GUI field

    Description

    Mode

    Select Static.

    Name

    Enter a conference call name.

    Enabled

    Select to activate this user conferencing configuration.

    Number

    Enter a number that callers can dial to join a conference call.

    Setting

    Display name

    Enter the name displaying on the conference call extension, such as “HR”.

    Attendee PIN

    Enter a password for joining the conference call. A caller needs to dial the conference call number and enter this password to join the conference call. The default is 123456.

    This password is always valid and should only be sent to the people who need it.

    Organizer PIN

    Enter the PIN number to be used by the conference organizer to host a conference call. The default is 123123.

    This password is always valid and should only be sent to the people who need it.

    Description

    Enter any notes you have for this conference call.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not record and announce participant's name.

    Recursive Schedules

    If you want conference calls on repeating schedules, select this option and click New to select a schedule. Enter a password for joining the conference call and click Create.

    This option is useful if you want to limit the participants to a particular recursive conference call. They can only join the conference call during the scheduled time period and by entering the password you set.

    For information on setting up a schedule, see Scheduling the FortiVoice unit.

    One Time Schedules

    If you want to set up a one time conference call, select this option and click New to enter the start and end time. Enter a password for joining the conference call and click Create.

    This option is useful if you want to limit the participants to a particular one time conference call. They can only join the conference call during the scheduled time period and by entering the password you set.

    If the one time schedule conflicts with the recursive schedule, the one time schedule has priority.

  3. Click Create.

To configure a dynamic conference call

  1. Go to Call Feature > Conferencing > Admin Conferencing and click New.
  2. Configure the following:

    GUI field

    Description

    Mode

    Select Dynamic.

    Name

    Enter a conference call name.

    Enabled

    Select to activate this conference call.

    Number

    Enter a number that callers can dial to join a conference call.

    Setting

    Display name

    Enter the name displaying on the conference call extension, such as “HR”.

    Description

    Enter any notes you have for this conference call.

    Music on hold

    Select to play background music that callers hear after the joining message and leaving message are played.

    For information on creating music on hold file, see Managing phone audio settings .

    Quiet mode

    Select to not to record and announce participant's name.

  3. Click Create.
  4. In the conference call list, select the one you created.
  5. Double-click a date to schedule a conference.
  6. Click OK.