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FortiVoice Phone System Administration Guide

Configuring devices

Configuring devices

Phone System > Device allows you to configure desktop FortiFone (including Cisco CP-7841 and CP-8841 phones with version number 12.X) and multi-cell FortiFone phones in a central place for easy management.

This topic includes:

Configuring desktop FortiFone phones

You can configure desktop FortiFone phones to include their MAC addresses, phone model, phone profiles, names, and statuses. You may also assign a phone to an extension, to FortiFone-870i, or to an extension as an auxiliary.

To view the list of desktop FortiFone phones, go to Phone System > Device > Phone.

GUI field

Description

Delete

Select one or more FortiFone records and click this button to remove them all at once.

Action

  • Assign to New Extension: Select a phone in Not Assigned management status and click this option to add an extension and assign this phone to the extension at the same time. For more information, see To assign a new extension user to an unassigned phone.
  • Assign to Existing Extension: Select an unassigned phone and click this option to assign this phone to an existing extension. The phone record disappears from the Unassigned Phone list. For more information, see To assign an existing extension user to an unassigned phone.
  • Assign to Multi-cell Device: Select a multi-cell device (for example, FortiFone 870i)in Not Assigned management status and click this option to add an extension and assign this phone to the extension at the same time. For more information, see To assign a new extension user to an unassigned phone and Configuring multi-cell FortiFone phones.
  • Assign as Auxiliary to Existing Extension: Select a phone in Not Assigned management status and click this option to assign it to an existing extension as an auxiliary device. For more information, see To assign a new extension user to an unassigned phone as an auxiliary device and Auxiliary Phone.
  • View Phone Configuration: Select a phone in Assigned management status and click this option display its configuration file.
  • View accounts: For FortiFone phones to which multiple extensions can be associated, such as FON-850/860/870 and FON-D70/D71/D72, click this option to view the associated extensions. This option is only active for FortiFone phones with multiple extensions.
  • Export: Select to save the phone list in csv format.

Extension

The extension number of the phone.

MAC Address

The Media Access Control address (MAC address) of the SIP phone.

Phone Model

The phone brand and model.

Phone Profile

The profile for this phone. See Configuring phone profiles.

Management

Displays if the phone has been assigned to an extension.

Number

The extension number of the phone.

Display Name

The name displaying on the extension. This is usually the name of the extension user.

Status

Displays if the phone is registered with the FortiVoice unit. A registered phone is assigned an IP address and basic PBX setup information.

IP

The IP address of the phone assigned by the FortiVoice unit.

Phone Info

The model, MAC address, and firmware version of the phone for this extension.

To add a desktop FortiFone

  1. Go to Phone System > Device > Phone.
  2. Click New and configure the following:

    GUI field

    Description

    MAC Address

    Enter the MAC address of the phone you want to add.

    Phone model

    Select the phone brand and model.

    Phone profile

    Select the profile for this phone. You may also create a profile or edit an existing one. For more information, see Configuring phone profiles.

    Status

    Displays if the phone is registered with the FortiVoice unit. A registered phone is assigned an IP address and basic PBX setup information.

    This field is auto-populated based on the phone information you have entered.

    Description

    Enter any notes about the phone.

  3. Click Create.

To assign a new extension user to an unassigned phone

  1. Go to Phone System > Device > Phone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign to New Extension.
  4. Enter the extension details and click Next. For details, see Configuring IP extensions.
  5. Review the phone details and click Next.
  6. Review the summary and click Finish.

To assign an existing extension user to an unassigned phone

  1. Go to Phone System > Device > Desktop FortiFone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign to Existing Extension.
  4. Select the extension to associate with the unassigned phone and click Next.
  5. Review the extension details and click Next. For details, see Configuring IP extensions.
  6. Review the phone details and click Next.
  7. Review the summary and click Finish.

To assign a new extension user to an unassigned phone as an auxiliary device

  1. Go to Phone System > Device > Phone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign as Auxiliary to Existing Extension.
  4. Select the extension to associate with the unassigned phone and click Next.
  5. Review the extension details and click Next. For details, see Configuring IP extensions.
  6. Review the phone details and click Next.
  7. Review the summary and click Finish.

Configuring multi-cell FortiFone phones

The FortiVoice unit supports 2 types of multi-cell FortiFone phones: FortiFone-870i and FortiFone-D72.

Each base FortiFone-870i can support up to 15 handsets. You can configure a FortiFone-870i to work with the FortiVoice unit by adding a primary phone (base) and multiple secondary phones (bases).

Each base FortiFone-D72 can support up to 8 handsets. You can configure a FortiFone-D72 to work with the FortiVoice unit by adding a FON-D72-M manager, at least one FON-D72-B base, and one FON-D71-H handset.

The following prerequisites must be met for the FortiFone-870i and FortiFone-D72 configuration to work:

Multi-cell phone

Prerequisites

FortiFone-870i

  • FortiVoice v6.0 build 127 or later
  • FortiVoice auto provisioning is enabled (see Configuring SIP phone auto-provisioning)
  • FortiFone-870i firmware 3.23 or later
  • Network connectivity available between FortiFone-870i and the FortiVoice unit

FortiFone-D72

  • FortiVoice v6.0.7 build 253 or later
  • FortiVoice auto provisioning is enabled (see Configuring SIP phone auto-provisioning)
  • Network connectivity available between FortiFone-D72 and the FortiVoice unit

Follow the FortiFone-870i and FortiFone-D72 guides to configure the phones first. After you connect the phone to the network, you can configure it on the FortiVoice unit.

Configuring the FortiFone-870i

Configure the FortiFone-870i on multiple web-based manager pages.

  1. Go to Phone System > Device > Multi-cell Device and click New.
  2. Enter the MAC address of the intended primary station.
  3. Select Enable.
  4. In Device role, set the station as primary with chain ID. The chain ID should be numbers up to 5 digits. Enter any description as needed and click Create.

    You can now add extensions to the primary station. You only need to apply the extension configuration to the primary. All secondary stations can obtain the extension information from the primary.

  5. Go to Phone System > Device > Phone.
  6. Select the primary station just created, click Action, and select Assign to New Extension or Assign to Existing Extension.
  7. For Assign to New Extension, see To assign a new extension user to an unassigned phone.
  8. For Assign to Existing Extension, see To assign an existing extension user to an unassigned phone.
  9. Add more extensions as needed with a different handset IDs. Upon completion, you should see all the extensions listed for the primary station.
  10. Since the primary station is provisioned, proceed to provision the secondary stations. Factory reset the intended secondary station and connect it to the network. If the network and the FortiVoice unit are configured properly, it should appear under Phone System > Device > Phone.
  11. Select the unassigned FortiFone-870i station, click Action > Assign to Multi-cell Device.
  12. In Device role, set the base station as secondary and select Prime (primary station) from the drop down list. Type any description as needed.
  13. Click OK.
  14. On the secondary phone configuration, remove the temporary extension settings and reboot the station. See the phone guide for more information.

    Note that the temporary extension is used for initial configuration of the base and has to be removed for the phone to work with the FortiVoice unit.

Configuring the FortiFone-D72

You can configure a FortiFone-D72 to work with the FortiVoice unit by adding a FON-D72-M (manager), at least one FON-D72-B (base), and one FON-D71-H (handset). This solution includes the following four steps.

For more information about the FortiFone-D72, see FON-D72 User Guide.

To configure the FON-D72-M

  1. Connect the FON-D72-M to the network using a POE connection.
  2. Log in to the FortiVoice web-based manager.
  3. Go to Phone System > Device > Phone.
  4. The FON-D72 is auto discovered and displays as a device with the Not Assigned management status.

  5. Right-click the FortiFone-D72 and select Assign to Multi-cell Device.
  6. Configure the following:
  7. GUI field

    Description

    Enable

    Select to activate the phone.

    Device role

    Select DECT Manager for FON-D72-M.

    IP address

    Enter the IP address of the FON-D72-M if it is not automatically filled out.

    Default manager

    Enable to make the FON-D72-M as the default manager of the FortiFone-D72 configuration.

    Description

    Enter any notes about the phone.

  8. Click OK.
  9. In the Phone Model column, a green icon appears beside FortiFone-D72 indicating that it is the DECT Manager.

To configure the FON-D72-B

  1. Connect the FON-D72-B to the network using a POE connection.
  2. Log in to the FortiVoice web-based manager.
  3. Go to Phone System > Device > Phone.
  4. A new FON-D72 is auto discovered, displays as a device with the Not Assigned status, and has a different MAC address than the DECT Manager.

  5. Right-click the FortiFone-D72 and select Assign to Multi-cell Device.
  6. Configure the following:
  7. GUI field

    Description

    Enable

    Select to activate the phone.

    Device role

    Select Base for FON-D72-B.

    Sync cluster

    Select the ID for a phone group.

    A sync cluster is comprised of a number of base stations within the DECT multi-cell system that synchronize with each other to enable handover, roaming, list access, and load balancing.

    Only phones in the same cluster can talk with each other.

    For detailed information, see FON-D72 User Guide.

    Sync level

    Select the sync level for a phone group.

    Each base station is assigned to a corresponding sync level. Sync level is based on the distance between bases. Only one base can be sync level 1, then every other base would be 2-10, based on where they are located.

    For detailed information, see FON-D72 User Guide.

    Primary

    Select the MAC address of the default DECT Manager if it is not automatically populated.

    Default manager

    Enable to make the FON-D72-M as the default manager of the FortiFone-D72 configuration.

    Description

    Enter any notes about the phone.

  8. Click OK.
  9. In the Phone Model column, a gray icon appears beside FortiFone-D72 indicating that it is the base.

To configure the FON-D71-H handset as an extension
  1. Log in to the FortiVoice web-based manager.
  2. Right-click the FortiFone-D72 that is the DECT Manager and select Assign to New Extension.
  3. Configure the following:
  4. GUI field

    Description

    Number

    Enter the extension number of the FON-D71-H.

    For information on extension configuration, see Configuring IP extensions.

    Enable

    Select to activate the extension.

    Display name

    Enter the name displaying on the extension. This is usually the name of the extension user.

    You can click Expand to modify caller ID to add a caller ID for external calls or emergency calls.

    Description

    Enter any notes about the phone.

    User Setting

    Do not do anything.

  5. Click Next.
  6. Verify the information and click Next.
  7. Review the summary.
  8. Click Finish.
To activate the FON-D72-M and register handsets
  1. Enter the IP address of the FON-D72-M in a web browser.
  2. Log in using "admin" as the username and "23646" as the password.
  3. Go to Handset & Account > Registration Center.
  4. Click Start Now.
  5. Power on the FON-D71-H handset and press the Reg button.
  6. The handset will search and find the FON-D72-M, register, and display the created extension number and name.

Configuring devices

Configuring devices

Phone System > Device allows you to configure desktop FortiFone (including Cisco CP-7841 and CP-8841 phones with version number 12.X) and multi-cell FortiFone phones in a central place for easy management.

This topic includes:

Configuring desktop FortiFone phones

You can configure desktop FortiFone phones to include their MAC addresses, phone model, phone profiles, names, and statuses. You may also assign a phone to an extension, to FortiFone-870i, or to an extension as an auxiliary.

To view the list of desktop FortiFone phones, go to Phone System > Device > Phone.

GUI field

Description

Delete

Select one or more FortiFone records and click this button to remove them all at once.

Action

  • Assign to New Extension: Select a phone in Not Assigned management status and click this option to add an extension and assign this phone to the extension at the same time. For more information, see To assign a new extension user to an unassigned phone.
  • Assign to Existing Extension: Select an unassigned phone and click this option to assign this phone to an existing extension. The phone record disappears from the Unassigned Phone list. For more information, see To assign an existing extension user to an unassigned phone.
  • Assign to Multi-cell Device: Select a multi-cell device (for example, FortiFone 870i)in Not Assigned management status and click this option to add an extension and assign this phone to the extension at the same time. For more information, see To assign a new extension user to an unassigned phone and Configuring multi-cell FortiFone phones.
  • Assign as Auxiliary to Existing Extension: Select a phone in Not Assigned management status and click this option to assign it to an existing extension as an auxiliary device. For more information, see To assign a new extension user to an unassigned phone as an auxiliary device and Auxiliary Phone.
  • View Phone Configuration: Select a phone in Assigned management status and click this option display its configuration file.
  • View accounts: For FortiFone phones to which multiple extensions can be associated, such as FON-850/860/870 and FON-D70/D71/D72, click this option to view the associated extensions. This option is only active for FortiFone phones with multiple extensions.
  • Export: Select to save the phone list in csv format.

Extension

The extension number of the phone.

MAC Address

The Media Access Control address (MAC address) of the SIP phone.

Phone Model

The phone brand and model.

Phone Profile

The profile for this phone. See Configuring phone profiles.

Management

Displays if the phone has been assigned to an extension.

Number

The extension number of the phone.

Display Name

The name displaying on the extension. This is usually the name of the extension user.

Status

Displays if the phone is registered with the FortiVoice unit. A registered phone is assigned an IP address and basic PBX setup information.

IP

The IP address of the phone assigned by the FortiVoice unit.

Phone Info

The model, MAC address, and firmware version of the phone for this extension.

To add a desktop FortiFone

  1. Go to Phone System > Device > Phone.
  2. Click New and configure the following:

    GUI field

    Description

    MAC Address

    Enter the MAC address of the phone you want to add.

    Phone model

    Select the phone brand and model.

    Phone profile

    Select the profile for this phone. You may also create a profile or edit an existing one. For more information, see Configuring phone profiles.

    Status

    Displays if the phone is registered with the FortiVoice unit. A registered phone is assigned an IP address and basic PBX setup information.

    This field is auto-populated based on the phone information you have entered.

    Description

    Enter any notes about the phone.

  3. Click Create.

To assign a new extension user to an unassigned phone

  1. Go to Phone System > Device > Phone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign to New Extension.
  4. Enter the extension details and click Next. For details, see Configuring IP extensions.
  5. Review the phone details and click Next.
  6. Review the summary and click Finish.

To assign an existing extension user to an unassigned phone

  1. Go to Phone System > Device > Desktop FortiFone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign to Existing Extension.
  4. Select the extension to associate with the unassigned phone and click Next.
  5. Review the extension details and click Next. For details, see Configuring IP extensions.
  6. Review the phone details and click Next.
  7. Review the summary and click Finish.

To assign a new extension user to an unassigned phone as an auxiliary device

  1. Go to Phone System > Device > Phone.
  2. Select a phone in Not assigned management status.
  3. Click Action and select Assign as Auxiliary to Existing Extension.
  4. Select the extension to associate with the unassigned phone and click Next.
  5. Review the extension details and click Next. For details, see Configuring IP extensions.
  6. Review the phone details and click Next.
  7. Review the summary and click Finish.

Configuring multi-cell FortiFone phones

The FortiVoice unit supports 2 types of multi-cell FortiFone phones: FortiFone-870i and FortiFone-D72.

Each base FortiFone-870i can support up to 15 handsets. You can configure a FortiFone-870i to work with the FortiVoice unit by adding a primary phone (base) and multiple secondary phones (bases).

Each base FortiFone-D72 can support up to 8 handsets. You can configure a FortiFone-D72 to work with the FortiVoice unit by adding a FON-D72-M manager, at least one FON-D72-B base, and one FON-D71-H handset.

The following prerequisites must be met for the FortiFone-870i and FortiFone-D72 configuration to work:

Multi-cell phone

Prerequisites

FortiFone-870i

  • FortiVoice v6.0 build 127 or later
  • FortiVoice auto provisioning is enabled (see Configuring SIP phone auto-provisioning)
  • FortiFone-870i firmware 3.23 or later
  • Network connectivity available between FortiFone-870i and the FortiVoice unit

FortiFone-D72

  • FortiVoice v6.0.7 build 253 or later
  • FortiVoice auto provisioning is enabled (see Configuring SIP phone auto-provisioning)
  • Network connectivity available between FortiFone-D72 and the FortiVoice unit

Follow the FortiFone-870i and FortiFone-D72 guides to configure the phones first. After you connect the phone to the network, you can configure it on the FortiVoice unit.

Configuring the FortiFone-870i

Configure the FortiFone-870i on multiple web-based manager pages.

  1. Go to Phone System > Device > Multi-cell Device and click New.
  2. Enter the MAC address of the intended primary station.
  3. Select Enable.
  4. In Device role, set the station as primary with chain ID. The chain ID should be numbers up to 5 digits. Enter any description as needed and click Create.

    You can now add extensions to the primary station. You only need to apply the extension configuration to the primary. All secondary stations can obtain the extension information from the primary.

  5. Go to Phone System > Device > Phone.
  6. Select the primary station just created, click Action, and select Assign to New Extension or Assign to Existing Extension.
  7. For Assign to New Extension, see To assign a new extension user to an unassigned phone.
  8. For Assign to Existing Extension, see To assign an existing extension user to an unassigned phone.
  9. Add more extensions as needed with a different handset IDs. Upon completion, you should see all the extensions listed for the primary station.
  10. Since the primary station is provisioned, proceed to provision the secondary stations. Factory reset the intended secondary station and connect it to the network. If the network and the FortiVoice unit are configured properly, it should appear under Phone System > Device > Phone.
  11. Select the unassigned FortiFone-870i station, click Action > Assign to Multi-cell Device.
  12. In Device role, set the base station as secondary and select Prime (primary station) from the drop down list. Type any description as needed.
  13. Click OK.
  14. On the secondary phone configuration, remove the temporary extension settings and reboot the station. See the phone guide for more information.

    Note that the temporary extension is used for initial configuration of the base and has to be removed for the phone to work with the FortiVoice unit.

Configuring the FortiFone-D72

You can configure a FortiFone-D72 to work with the FortiVoice unit by adding a FON-D72-M (manager), at least one FON-D72-B (base), and one FON-D71-H (handset). This solution includes the following four steps.

For more information about the FortiFone-D72, see FON-D72 User Guide.

To configure the FON-D72-M

  1. Connect the FON-D72-M to the network using a POE connection.
  2. Log in to the FortiVoice web-based manager.
  3. Go to Phone System > Device > Phone.
  4. The FON-D72 is auto discovered and displays as a device with the Not Assigned management status.

  5. Right-click the FortiFone-D72 and select Assign to Multi-cell Device.
  6. Configure the following:
  7. GUI field

    Description

    Enable

    Select to activate the phone.

    Device role

    Select DECT Manager for FON-D72-M.

    IP address

    Enter the IP address of the FON-D72-M if it is not automatically filled out.

    Default manager

    Enable to make the FON-D72-M as the default manager of the FortiFone-D72 configuration.

    Description

    Enter any notes about the phone.

  8. Click OK.
  9. In the Phone Model column, a green icon appears beside FortiFone-D72 indicating that it is the DECT Manager.

To configure the FON-D72-B

  1. Connect the FON-D72-B to the network using a POE connection.
  2. Log in to the FortiVoice web-based manager.
  3. Go to Phone System > Device > Phone.
  4. A new FON-D72 is auto discovered, displays as a device with the Not Assigned status, and has a different MAC address than the DECT Manager.

  5. Right-click the FortiFone-D72 and select Assign to Multi-cell Device.
  6. Configure the following:
  7. GUI field

    Description

    Enable

    Select to activate the phone.

    Device role

    Select Base for FON-D72-B.

    Sync cluster

    Select the ID for a phone group.

    A sync cluster is comprised of a number of base stations within the DECT multi-cell system that synchronize with each other to enable handover, roaming, list access, and load balancing.

    Only phones in the same cluster can talk with each other.

    For detailed information, see FON-D72 User Guide.

    Sync level

    Select the sync level for a phone group.

    Each base station is assigned to a corresponding sync level. Sync level is based on the distance between bases. Only one base can be sync level 1, then every other base would be 2-10, based on where they are located.

    For detailed information, see FON-D72 User Guide.

    Primary

    Select the MAC address of the default DECT Manager if it is not automatically populated.

    Default manager

    Enable to make the FON-D72-M as the default manager of the FortiFone-D72 configuration.

    Description

    Enter any notes about the phone.

  8. Click OK.
  9. In the Phone Model column, a gray icon appears beside FortiFone-D72 indicating that it is the base.

To configure the FON-D71-H handset as an extension
  1. Log in to the FortiVoice web-based manager.
  2. Right-click the FortiFone-D72 that is the DECT Manager and select Assign to New Extension.
  3. Configure the following:
  4. GUI field

    Description

    Number

    Enter the extension number of the FON-D71-H.

    For information on extension configuration, see Configuring IP extensions.

    Enable

    Select to activate the extension.

    Display name

    Enter the name displaying on the extension. This is usually the name of the extension user.

    You can click Expand to modify caller ID to add a caller ID for external calls or emergency calls.

    Description

    Enter any notes about the phone.

    User Setting

    Do not do anything.

  5. Click Next.
  6. Verify the information and click Next.
  7. Review the summary.
  8. Click Finish.
To activate the FON-D72-M and register handsets
  1. Enter the IP address of the FON-D72-M in a web browser.
  2. Log in using "admin" as the username and "23646" as the password.
  3. Go to Handset & Account > Registration Center.
  4. Click Start Now.
  5. Power on the FON-D71-H handset and press the Reg button.
  6. The handset will search and find the FON-D72-M, register, and display the created extension number and name.