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FortiVoice Phone System Administration Guide

Configuring inbound dial plans

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Configuring inbound dial plans

The Call Routing > Inbound > Inbound submenu lets you configure dial plans for incoming calls to the FortiVoice unit.

When the FortiVoice unit receives a call, the call is processed according to the inbound dial plan. To process the call, the FortiVoice unit selects the dial plan rule that best matches the dialed number and processes the call using the settings in the dial plan rule. For example, if your main line is 123-4567, you can set a dial plan rule that sends all incoming calls dialing 123-4567 to the auto attendant. Once the auto attendant is reached, the callers can follow the instructions, for instance, to dial an extension.

To view the inbound dial plans, go to Call Routing > Inbound > Inbound.

GUI field

Description

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Call handling

The actions to process the incoming calls with matched dialed numbers and/or caller IDs. For details, see Call Handling.

Handling Description

The specific call handling actions. For details, see New.

From Trunk

The trunks of the incoming calls that are subject to this dial plan.

Match DID

The phone number pattern in your dial plan that matches many different numbers. For details, see Dialed Number Match.

Match CID

The caller ID pattern for this dial plan. For details, see Caller ID Match.

To set up an inbound dial plan

  1. Go to Call Routing > Inbound > Inbound.
  2. Click New.
  3. Configure the following:

    GUI field

    Description

    Name

    Enter a name for this plan.

    Enable

    Select to activate this dial plan.

    From Trunk

    Select the trunks of the incoming calls that are subject to this dial plan.

    Click the + sign in the field and select the trunks. Click Close.

    Dialed Number Match

    With dialed number pattern matching, you can create one phone number pattern in your dial plan that matches many different numbers.

    The called numbers matching this pattern will follow this dial plan rule.

    Create the number match following Pattern-matching syntax and Pattern-matching examples.

    Caller ID Match

    Click New to set the caller ID pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan, and click Create.

    You can enter an incoming call’s display name string or the caller’s phone number string as the pattern.

    Click Export to open or save the caller ID match file and Import to browse for a caller ID match file.

    Caller IDs under this pattern are subject to this plan.

    Caller ID Modification

    Click the + sign in the field and select one or more caller ID modification configurations. You can associate multiple caller ID modification configurations with a dial plan. For more information on caller ID modification, see Modifying caller IDs.

    Call Handling

    Select the actions to process the incoming calls with matched dialed numbers and/or caller IDs.

    Action type

    Select the type of action for the plan and configure the actions accordingly. See New.

    • Endpoint Action: Select if you want to send incoming calls to the local destinations according to operation schedules. For example, send calls to the voicemail after business hours.
    • Dial Local Number: Select if you want to send incoming calls to the local destinations at any time. For example, you can enter 222xxxx as a pattern and strip 222. The FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.
    • Call Routing: Select if you want to route incoming calls (to the FortiVoice unit) to an external phone system using an outbound dial plan.

    New

    Depending on the selected Action type, click New to configure the actions:

    • If you select the Endpoint action type:
      1. Select the FortiVoice operation schedule for the action. Click Edit to modify the selected schedule or click New to configure a new one. For more information on FortiVoice schedule, see Scheduling the FortiVoice unit.
      2. Select an action for the incoming calls under this plan.
      3. For some actions, you need to enter the extension (such as Go to Voicemail) or select a profile (such as Play Announcement).

      4. Click Create.
      5. Repeat this procedure if you need more actions for this action type.
      6. Do not use the same schedule for more than one action to avoid schedule conflict.

    • If you select the Dial local number type:
      1. Click New to add the number pattern in the Match Patternfield following Pattern-matching syntax and Pattern-matching examples for this dial plan. Repeat to add more patterns.
      2. For Strip, enter a number to omit dialing the starting part of a pattern. 0 means no action.
      3. For example, if your Match Pattern is 222XXXX and Strip is 3, the FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

      4. For Prefix, add a number before a pattern.
      5. For example, if your Match Pattern is 9XXX and the numbers under this pattern have been upgraded to have an additional digit 5 at the beginning, you can enter 5 for the Prefix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 before the number.

      6. For Postfix, add a number after a pattern.
      7. For example, if your Match Pattern is 9XXX and the numbers under this pattern have been upgraded to have an additional digit 5 at the end, you can enter 5 for the Postfix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 after the numb

      8. Click Create.
    • If you select the Call routing type, click the + sign in the field and select the available outbound dial plans, click Close. This means that the FortiVoice unit will route incoming calls to an external phone system using the selected outbound dial plans.
    • You may also choose to keep the original caller ID assigned by your service provider.

  4. Click Create.

Configuring inbound dial plans

The Call Routing > Inbound > Inbound submenu lets you configure dial plans for incoming calls to the FortiVoice unit.

When the FortiVoice unit receives a call, the call is processed according to the inbound dial plan. To process the call, the FortiVoice unit selects the dial plan rule that best matches the dialed number and processes the call using the settings in the dial plan rule. For example, if your main line is 123-4567, you can set a dial plan rule that sends all incoming calls dialing 123-4567 to the auto attendant. Once the auto attendant is reached, the callers can follow the instructions, for instance, to dial an extension.

To view the inbound dial plans, go to Call Routing > Inbound > Inbound.

GUI field

Description

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Call handling

The actions to process the incoming calls with matched dialed numbers and/or caller IDs. For details, see Call Handling.

Handling Description

The specific call handling actions. For details, see New.

From Trunk

The trunks of the incoming calls that are subject to this dial plan.

Match DID

The phone number pattern in your dial plan that matches many different numbers. For details, see Dialed Number Match.

Match CID

The caller ID pattern for this dial plan. For details, see Caller ID Match.

To set up an inbound dial plan

  1. Go to Call Routing > Inbound > Inbound.
  2. Click New.
  3. Configure the following:

    GUI field

    Description

    Name

    Enter a name for this plan.

    Enable

    Select to activate this dial plan.

    From Trunk

    Select the trunks of the incoming calls that are subject to this dial plan.

    Click the + sign in the field and select the trunks. Click Close.

    Dialed Number Match

    With dialed number pattern matching, you can create one phone number pattern in your dial plan that matches many different numbers.

    The called numbers matching this pattern will follow this dial plan rule.

    Create the number match following Pattern-matching syntax and Pattern-matching examples.

    Caller ID Match

    Click New to set the caller ID pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan, and click Create.

    You can enter an incoming call’s display name string or the caller’s phone number string as the pattern.

    Click Export to open or save the caller ID match file and Import to browse for a caller ID match file.

    Caller IDs under this pattern are subject to this plan.

    Caller ID Modification

    Click the + sign in the field and select one or more caller ID modification configurations. You can associate multiple caller ID modification configurations with a dial plan. For more information on caller ID modification, see Modifying caller IDs.

    Call Handling

    Select the actions to process the incoming calls with matched dialed numbers and/or caller IDs.

    Action type

    Select the type of action for the plan and configure the actions accordingly. See New.

    • Endpoint Action: Select if you want to send incoming calls to the local destinations according to operation schedules. For example, send calls to the voicemail after business hours.
    • Dial Local Number: Select if you want to send incoming calls to the local destinations at any time. For example, you can enter 222xxxx as a pattern and strip 222. The FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.
    • Call Routing: Select if you want to route incoming calls (to the FortiVoice unit) to an external phone system using an outbound dial plan.

    New

    Depending on the selected Action type, click New to configure the actions:

    • If you select the Endpoint action type:
      1. Select the FortiVoice operation schedule for the action. Click Edit to modify the selected schedule or click New to configure a new one. For more information on FortiVoice schedule, see Scheduling the FortiVoice unit.
      2. Select an action for the incoming calls under this plan.
      3. For some actions, you need to enter the extension (such as Go to Voicemail) or select a profile (such as Play Announcement).

      4. Click Create.
      5. Repeat this procedure if you need more actions for this action type.
      6. Do not use the same schedule for more than one action to avoid schedule conflict.

    • If you select the Dial local number type:
      1. Click New to add the number pattern in the Match Patternfield following Pattern-matching syntax and Pattern-matching examples for this dial plan. Repeat to add more patterns.
      2. For Strip, enter a number to omit dialing the starting part of a pattern. 0 means no action.
      3. For example, if your Match Pattern is 222XXXX and Strip is 3, the FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

      4. For Prefix, add a number before a pattern.
      5. For example, if your Match Pattern is 9XXX and the numbers under this pattern have been upgraded to have an additional digit 5 at the beginning, you can enter 5 for the Prefix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 before the number.

      6. For Postfix, add a number after a pattern.
      7. For example, if your Match Pattern is 9XXX and the numbers under this pattern have been upgraded to have an additional digit 5 at the end, you can enter 5 for the Postfix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 after the numb

      8. Click Create.
    • If you select the Call routing type, click the + sign in the field and select the available outbound dial plans, click Close. This means that the FortiVoice unit will route incoming calls to an external phone system using the selected outbound dial plans.
    • You may also choose to keep the original caller ID assigned by your service provider.

  4. Click Create.