Integrating FortiVoice with Microsoft Teams

The FortiVoice phone system works with Microsoft Teams.

By installing the FortiFone Teams App on Microsoft Teams, you can:

• Connect with FortiVoice to use some PBX features, such as the user portal functions, calling with physical phones, and calling with FortiVoice softclient for desktop and mobile.
• Get the information related to the FortiVoice extension, such as DND status.
• Receive notifications in Teams if there are incoming calls on FortiVoice. This is only for extensions with the operator privilege.
• Share the FortiVoice contacts in Teams channel for other users to dial the extensions of the contacts when connected to the same channel.

This topic includes:

• Requirements
• Topology
• Uploading the FortiFone Teams App
• Installing the FortiFone Teams App
• Working with the FortiFone Teams App

Requirements

To integrate FortiVoice with Teams, the following requirements must be met:

• The Unified Communications Services license is uploaded on the FortVoice phone system or FortiVoice Cloud to which the FortiFone Teams App is connected.
• The FortiFone Teams App (fv-teams-app.zip) is available. The file is available for downloading at https://msteams.fortivoice-cloud.com. Do not extract the file.

Topology

The following diagram shows the topology of the FortiVoice and Teams integration:

Uploading the FortiFone Teams App

There are two ways to upload the FortiFone Teams App:

• Uploading the FortiFone Teams App using the Microsoft website
• Uploading the FortiFone Teams App using Microsoft Teams

Uploading the FortiFone Teams App using the Microsoft website

1. Go to the Microsoft Office 365 website and log in with an admin user account.
2. Click the Admin icon.



3. Click Show all and then Teams.





4. Go to Teams Apps > Manage Apps.



5. Click +Upload to upload the FortiFone App for Teams (.zip) file.

Uploading the FortiFone Teams App using Microsoft Teams

1. Log in to Teams with an admin user account.
2. Click Apps > Upload a custom App to upload the FortiFone Teams App (.zip) file.



3. Click Apps.



4. In the search field, enter FortiFone and press Enter.



5. Click the FortiFone App.



6. Click Add to add the App to the channel.



7. Make sure to open the public access to the FortiVoice unit associated with the FortiFone App.

The default port number for the IP address of the FortiVoice unit is 443. The FortiVoice unit can use non default ports for public access as well. Use the following format:

ip address:portnumber (for example: 207.67.89.901:443)

Installing the FortiFone Teams App

After uploading the FortiFone Teams App or when the App is available in Teams Apps, you can install it on Teams.

1. Log in to Teams.
2. Go to Apps and type FortiFone in the search field and press Enter.



3. Install the App and then open it.
4. Click My FortiVoice to log in.



5. To login, enter the following information:
   • FortiVoice Server: Enter the FortiVoice server's public IP or FQDN:portnumber, for example: 100.50.20.1:443. You can find the information by going to System > Advanced > External Access. For details, see Configuring external access.
     If your FortiFone App is connected to the FortiVoice Cloud server, use the phone URL instead of the web URL, such as: f9697148748-phone.fortivoice-cloud.com. You can find the information on your FortiVoice softclient for desktop (Account > More) or mobile (Account).
   • Username: Enter your FortiVoice extension user ID found under Extension > Extension > [Your extension] > User ID. For details, see Setting up local extensions.
   • Password: Enter your FortiVoice user password found under Extension > Extension > [Your extension] > User Setting > Web Access > User password. For details, see Setting up local extensions.

   

6. Click OK.

Working with the FortiFone Teams App

With the FortiFone Teams App, you can do the following:

• Using the FortiVoice user portal functions
• Using the chat command line
• Sharing the contact card
• Calling with FortiFone softclient
• Calling with desk phones
• Setting up a notification channel

Using the FortiVoice user portal functions

You can access the FortiVoice user portal functions using the FortiFone App in Teams. To do so, you need the FortiVoice server's public IP or FQDN:portnumber, for example: 100.50.20.1:443. You can find the information by going to System > Advanced > External Access. For details, see Configuring external access.

After logging in to the FortiFone App, the FortiVoice user portal interface displays with functions depending on your privileges.

For detailed information about using the FortiVoice user portal, see FortiVoice User Portal Guide.

When you download any information from the FortiVoice user portal, such as voicemail or conference announcements, the information will be saved to your Downloads folder without any notifications due to Teams limitation.

Using the chat command line

You can use the chat command line to check and configure extension DND (Do Not Disturb) status.

This topic includes:

• Checking the extension DND status
• Configuring the extension DND status

Checking the extension DND status

To check the DND status

1. Go to the FortiFone chat and type DND .
2. Press Enter.

For example, the status “Current DND is off for xxxx@f4586465092-phone.fortivoice-cloud.com” means:

The DND status of extension xxxx at the FortiVoice Cloud server 4586465092-phone.fortivoice-cloud.com is off now.

Configuring the extension DND status

You can enable or disable your extension DND.

To enable your extension DND

1. In the FortiFone chat, type DND on.
2. Press Enter.

A message appears indicating the DND status.

To disable your extension DND

1. In the FortiFone chat, type DND off.
2. Press Enter.

A message appears indicating the DND status.

Sharing the contact card

You can share a contact card with anyone in a chat channel. Other FortiFone App users in that channel can use the contact card to initiate a call to that extension.

1. On Teams, go to Chat and select a channel.
2. Click the FortiFone icon .



3. For Share Contact or Meeting, do the following:
   1. Enter a name or an extension and select it from the list.
   2. Click Share to import the contact from the FortiVoice directory.

   

4. Click Details to display the contact information.

Calling with FortiFone softclient

You can initiate a call on FortiFone softclient for desktop or mobile with Teams running on a computer or mobile phone.

This topic includes:

• Calling with FortiFone softclient for desktop
• Calling with FortiFone softclient for mobile (Android or iOS)

Calling with FortiFone softclient for desktop

Prerequisites:

• FortiFone softclient for desktop has already been installed on your computer and registered to a FortiVoice server.
• If you use FortiVoice Cloud server, use the phone URL (for example: f9697148748-phone.fortivoice-cloud.com) instead of the web URL to log in to My FortiVoice on Teams.

1. Go to Chat and select a channel.
2. Click the FortiFone icon .



3. For Share Contact or Meeting, do the following:
   1. Enter a name or an extension and select it from the list.
   2. Click Call with SoftFone.



4. In the Launch Application window, click Open link.

FortiVoice softclient for desktop opens.

5. Log in to FortiVoice softclient for desktop.

If your FortiFone App on Teams and FortiVoice softclient for desktop are registered to the same FortiVoice server, the number of the contact that you selected is dialed directly.

If your FortiFone App on Teams and FortiVoice softclient for desktop are registered to different FortiVoice servers, enter the number of the contact that you want to call and click the call button.

For information on using FortiVoice softclient for desktop, see Softclient for Desktop User Guide.

Calling with FortiFone softclient for mobile (Android or iOS)

Prerequisites:

• FortiFone softclient for mobile has already been installed on your mobile phone and registered to a FortiVoice server.
• On your mobile phone, if you have already logged in to FortiFone softclient, log in to your FortiFone App on Teams separately because they are two different user sessions.
• If you use FortiVoice Cloud server, use the phone URL (for example: f9697148748-phone.fortivoice-cloud.com) instead of the web URL to log in to My FortiVoice on Teams.

1. To call with FortiFone for mobile (Android or iOS), open Teams on your mobile phone.
2. Go to Chat and click FortiFone.



3. Click .



4. Click FortiFone.



5. To login, enter the following information:

• FortiVoice Server: Enter the FortiVoice server's public IP or FQDN:portnumber, for example: 100.50.20.1:443. You can find the information by going to System > Advanced > External Access. For details, see Configuring external access.
  If your FortiFone App is connected to the FortiVoice Cloud server, use the phone URL instead of the web URL, such as: f9697148748-phone.fortivoice-cloud.com. You can find the information on your FortiVoice softclient for desktop (Account > More) or mobile (Account).
• Username: Enter your FortiVoice extension user ID found under Extension > Extension > [Your extension] > User ID. For details, see Setting up local extensions.
• Password: Enter your FortiVoice user password found under Extension > Extension > [Your extension] > User Setting > Web Access > User password. For details, see Setting up local extensions.

Click OK.

For Share Contact or Meeting, do the following:

1. Click Call with SoftFone.
2. Enter a name or an extension and select it from the list.

If you use FortiVoice softclient for Android, the app opens.

If you use FortiVoice softclient for iOS, a dialog box appears. Click Open to display the app.

If your FortiFone App on Teams and FortiVoice softclient for mobile are registered to the same FortiVoice server, the number of the contact that you selected is dialed directly.

If your FortiFone App on Teams and FortiVoice softclient for mobile are registered to different FortiVoice servers, enter the number of the contact that you want to call and click the call button.

For information on using FortiVoice softclient for mobile, see Softclient for Android User Guide or Softclient for iOS User Guide.

Calling with desk phones

Calling with a desk phone requires that it is registered to the same FortiVoice server that the FortiFone App on Teams is registered to.

1. On Teams, go to Chat and select a channel.
2. Click the FortiFone icon ().



3. For Share Contact or Meeting, do the following:
   1. Enter a name or an extension and select it from the list
   2. Click Call with Physical Phone.



The desk phone automatically dials the extension you selected.

Setting up a notification channel

You can set up a channel in Teams to receive notifications for incoming calls on the FortiFone App. This function is only available for extensions that have the operator role enabled.

You can set up and configure a new channel or update an existing one.

To set up and configure a new notification channel

1. On Teams, go to Apps > FortiFone.
2. Click the arrow beside Open.



3. Click Add to a team.
4. Enter the team name to which you want to add the channel and click Set up a connector.
5. Go to Teams, select the team to which you have added the notification channel, and click the More options icon (...) beside General.
6. Click Connectors.



7. Type FortiFone in the search field and press Enter.
8. In the Search field, enter FortiFone.



9. Click Configure for FortiFone.
10. To login, enter the following information:
    • Server: Enter the FortiVoice server's public IP or FQDN:portnumber, for example: 100.50.20.1:443. You can find the information by going to System > Advanced > External Access. For details, see Configuring external access.
      If your FortiFone App is connected to the FortiVoice Cloud server, use the web URL instead of the phone URL, such as: f9697148748-web.fortivoice-cloud.com:443. You can find the information on your FortiVoice softclient for desktop (Account > More) or mobile (Account).
    • Username (Operator Role): Enter your FortiVoice extension user ID found under Extension > Extension > [Your extension] > User ID. For details, see Setting up local extensions. Make sure you have the operator role privilege.
    • Password: Enter your FortiVoice user password found under Extension > Extension > [Your extension] > User Setting > Web Access > User password. For details, see Setting up local extensions.
    • Enabled: This option is selected by default. Click Connect to verify if your login credential is correct. You also need to enable Operator Role under Phone System > Profile > User Privilege. If your login credential is incorrect or Operator Role is not enabled, you are unable to save the connector.



11. Click Connect, then Save to finish configuring the notification channel.
12. Go to Teams, select the team to which you have added the notification channel, and click General to view the current call notifications.

To add an existing notification channel to the FortiFone App

1. On Teams, go to Apps > FortiFone.
2. Click the arrow beside Open and select Add to a team.
3. Enter the channel name that you want to add to the FortiFone App and click Set up a connector.
4. Type FortiFone in the search field and press Enter.
5. Click Configured, select the FortiFone channel to add to the FortiFone App, and click Manage.



6. On the Connect to FortiVoiceEnterprise page, enter the following information to login:
   • Server: Enter the FortiVoice server's public IP or FQDN:portnumber, for example: 100.50.20.1:443. You can find the information by going to System > Advanced > External Access. For details, see Configuring external access.
     If your FortiFone App is connected to the FortiVoice Cloud server, use the web URL instead of the phone URL, such as: f9697148748-web.fortivoice-cloud.com:443. You can find the information on your FortiVoice softclient for desktop (Account > More) or mobile (Account).
   • Username (Operator Role): Enter your FortiVoice extension user ID found under Extension > Extension > [Your extension] > User ID. For details, see Setting up local extensions. Make sure you have the operator role privilege.
   • Password: Enter your FortiVoice user password found under Extension > Extension > [Your extension] > User Setting > Web Access > User password. For details, see Setting up local extensions.
   • Enabled: This option is selected by default. Click Connect to verify if your login credential is correct. You also need to enable Operator Role under Phone System > Profile > User Privilege. If your login credential is incorrect or Operator Role is not enabled, you are unable to save the connector.
7. Click Connect, then Save.