Configuring local survivability

FortiVoice local survivability solution is designed to provide branch resiliency for centralized deployments with multi-sites. The FortiVoice unit at the central office sends the configuration files to the FortiVoice units and extensions at the branch offices. The central office handles all inbound calls thereby consolidating the number of lines required for an organization.

With this solution, you have one place to look for the routing rules, logs, call records, and call recordings. You can see the whole setup, make changes, or modify records on the fly. If an extension is added, it is operational immediately. Any users at any location will be able to call that new extension right away without waiting for configurations to sync up, or new policies required to be set at each location.

If the communication between the FortiVoice unit at the central office and the FortiVoice units and extensions at the branch offices is down, the FortiVoice units at the branch offices (survivability branches) will kick in to provide access to lines until the communication is restored between the central unit and the extensions.

A survivability branch is a local FortiVoice unit containing local extensions that is part of a centralized deployment.

FortiVoice models 300E and up and FortiVoice VM models 500 and up provide central management.

FVE-20E2, FVE-20E4, FVE-50E6, FVE-200F8, FVE-500F, and GS16 can serve as local survivability (survivability branch) models.

FVE models and supported number of survivability branches

FVE Model	Number of gateways supported
300E	10
VM500	15
500E & 500F	15
1000E & VM1000	20
200D	20
2000E, 2000F & VM2000	40
3000E & VM3000	40
5000F & VM5000	100
VM10000	100
VM50000	200

This topic includes:

Local survivability deployment
Adding, configuring, and viewing survivability branches

Local survivability deployment

Follow these recommended general steps to deploy your local survivability network:

Set up HA on the central unit
It is important to get your HA up and running and the correct virtual IP set as it is used throughout the local survivability setup. For information on setting up HA, see Using high availability.
Add or import extensions to the central unit
Once each branch unit has been added, you can add or import their extensions to the central unit. For more information, see Configuring IP extensions.
Add and configure each branch unit:
- Log in and choose a survivability management mode. See Adding, configuring, and viewing survivability branches.
- Configure network and administration settings – configure the network address, route and admin password as well as location settings. See Configuring System Settings.
Apply branch configuration from central unit
Once the branch unit is set to the correct IP address, you can apply the configuration from the central system to each branch. See Adding, configuring, and viewing survivability branches.

Add phones to network at branch offices

Once the branch unit has received the configuration file, add the phones to the network. They will automatically detect the branch unit and be redirected to the central office to get their configuration file.

Adding the phones to the network too early will result in receiving an unassigned phone configuration file from the branch system. The phones need to be set to factory default for them to go to the central unit to get their configuration file.

Adding, configuring, and viewing survivability branches

Managed System > Survivability > Survivability Branch allows you to view and add survivability branches.

To view the list of added survivability branches

Go to Managed System > Survivability > Survivability Branch.

GUI field	Description
Apply configuration	Select a branch FortiVoice unit from the list and click this option to apply the FortiVoice configuration file to this branch unit and reboot the unit immediately.
View configuration	Select a branch FortiVoice unit from the list and click this option to display the configuration file applied to this unit.
Fetch Device Info	Select a branch FortiVoice unit from the list and click this option to retrieve its information.
Upgrade	Select a branch FortiVoice unit and select this option to upgrade it now or later.

To add a survivability branch on the central unit

Go to Managed System > Survivability > Survivability Branch.
Click New and configure the following:

GUI field		Description
Name		Enter a unique name for the branch unit.
Enable		Select to activate the branch unit if required.
Display name		Not required. You can leave this field empty.
Hostname/IP address		Enter the hostname or IP address of the branch unit. If the branch unit is configured to use a non-default HTTPS port, then add :`<port number>` after the IP address. For example, `172.16.5.11:4430`. Get Device Information: Before you click this button, make sure to enter the required information in the Admin user name and Admin password fields below. Click this button to poll the provisioned branch unit and get the serial number, type, and MAC address of the branch unit. This action can confirm that the systems can communicate and that the password is valid. Connect Device: Click to go to the Web GUI of the branch unit.
Admin user name		Enter the user name of the administrator account used for logging in to the branch unit. The default is admin.
Admin password		Enter the password associated with the Admin user name.
Serial number		The serial number of the branch unit that you are adding to this survivability branch. If you are configuring the survivability branch before deploying the branch unit, then manually update the serial number, type, and MAC address.
Type		Select the branch unit brand and model.
MAC address		Enter the MAC address of the branch unit.
Description		Enter any comments for the branch unit.
Survivability		Click to configure the branch unit details.
	Management mode	Make sure to select Fully Managed. Fully managed - without branch paging With the fully managed mode and without branch paging configured, the main office pushes the following configurations to the branch unit. Extension user Extension preferences Global system setting PBX setting Profile location Survivability branch System auto-provisioning System PSTN channels Trunk PSTN Fully managed - with branch paging With the fully managed mode and branch paging configured, the main office pushes the following configurations to the branch unit. Call handling Dialplan FXO gateway mapping Dialplan outbound Extension user Extension preferences Global system setting PBX account code PBX setting Profile location Survivability branch System auto-provisioning System PSTN channels Trunk PSTN Trunk SIP peer
	Heartbeat server address	Select the heartbeat server on the central unit used to monitor the status of each branch unit in the network and enable communication between the main office unit and the branch unit. Internal provisioning address: The SIP server IP address of the main office unit which the branch unit sends OPTIONS SIP message to. External host IP: The external static IP address of the main office unit which the branch unit sends OPTIONS SIP messages to.
	Branch SIP server	Enter the branch unit’s SIP server hostname or IP address for local extensions (phones) to reach.
	Branch SIP port	Enter the SIP server port number of the branch unit which local extensions (phones) can reach. The range is from 1 to 65535. The default is 5060.
	SIP phone registration interval	To keep the extensions’ registration status with the central unit, enter the extension registration time interval in minutes as required by the FortiVoice unit. The range is from 1 to 120 minutes. The default is 5 minutes.
	Emergency call	Choose the branch or central unit to handle emergency calls. It is recommended to choose the branch unit to ensure the call is routed to the correct locations due to regional or international boundaries. Handled by Branch: The branch office intercepts the EMS call and sends it out on one of the local lines. Handled by Central: The main office handles the EMS call based on its configuration.
	Central trunk fallback to branch	Select if you want the branch unit to handle the call locally if the central unit fails to handle the calls, for example, when SIP trunk is down.
	External caller ID option	Choose the system default or branch specific caller ID for outgoing calls originating from branch offices instead of the FortiVoice main number (see Main number) or the trunk phone number (see Phone Number).
	External caller ID	If you choose Use branch caller ID for External caller ID option, enter the caller ID.
	Phone directory option	Choose the system default or branch phone directory.
	Branch failover trunk FXO ports	This option only activates when you edit a survivability branch. Enter the FXO failover port in the event of internet failure or a network crash by connecting the branch unit to an outside telephone line. For a port range, enter the starting and ending ports separated by a dash. For separate ports, use a comma. Port list example: 1-4,6.
	Branch extensions	Select the extensions to add to the branch.
	Gateway	The FortiVoice survivability branch solution can support a FortiVoice FXS gateway at the branch office. To link the branch unit with a deployed FortiVoice FXS gateway, select the FortiVoice FXS gateway from the Available list and use the right arrow to move it to the Selected list.
Branch Paging		Use branch paging to broadcast an audio message to branch extensions (phones) or an overhead paging system.
	FXO port	This option only activates when you edit a survivability branch. Enter the FXO port that the paging system is plugged in to at the branch office, if applicable.
	Max duration	Enter the maximum time period in seconds for each overhead paging session. When the maximum duration is reached, the branch paging session automatically ends. The duration range is from 0 to 64800 seconds.
	Number	This option only activates when you edit a survivability branch. Enter the number to engage the paging system. For example, 0110.
	Accept same branch paging	Select to allow all extensions at the same branch to connect to the paging system without a user privilege and complete a paging call.
	Reject paging by default	Select to allow extensions at the same branch to connect to the paging system using a user privilege and account code, and complete a paging call.
	Accept failover local paging	If the main office is down and you want to do paging from the branch office, select this option. with authentication code: This code is not required.
Speed Dial Rule		This option is only available when you edit a branch. Click to add a speed dial rule for the branch. For details, see Mapping speed dials.

Click Create and Create.