Setting up local extensions

Setting up local extensions

You can configure IP phone extensions, edit analog extension, and choose extension preferences.

This topic includes:

• Configuring IP extensions
• Modifying managed extensions
• Modifying analog extension (200D-T, 1000E-T, and 20E2 models only)
• Setting up remote extensions
• Configuring fax extensions
• Setting extension user preferences

Configuring IP extensions

An IP extension is an IP phone connected through a network to a system. An internal IP extension is a phone connected on the same LAN as the system. An external IP extension is a phone connected outside the LAN.

To view the local IP extensions, go to Extension > Extension > IP Extension.

GUI field	Description
Actions	Export: Select to save a copy of the extension list or download as a sample list with or without user ID in CSV format. Import: Select to upload a copy of the extension list in CSV format. For details, see Importing a list of extensions. View Phone Configuration: Select a FortiFone extension and click this option to view the phone’s configuration file. When a phone is associated with an extension, the FortiVoice unit generates a configuration file for the phone. For details, see To create or edit an IP extension. Apply Configuration (Main Phone): If you have edited an extension configuration and want to apply it to the phone associated with this extension, select the extension and click this option. The selected phones will reboot and only the phones that meet the following conditions will receive the new configuration: Phones supported by and registered to the FortiVoice unit. For the list of supported phones and auto provisioning prerequisites, see Configuring SIP phone auto-provisioning. Phone type and MAC address is correctly configured. See To create or edit an IP extension. Auto-provisioning is enabled for the extension associated with the phone through the user privilege applied to it. See Configuring user privileges. Check the password strength of SIP accounts: See Auditing SIP extension password. Number Auditor: Auditing extension numbers and MAC addresses Send Softclient QR Code by Email: If you have added a FortiFone softclient to an extension and entered your email address as a notification option, select this option to send a QR code to the email address. The QR code will also appear on the Preferences page of the extension’s user portal. See Auxiliary Phone and Notification Options. Maintenance: Select an extension and click this button to manage a user’s voicemail box and faxes. You can check the size of the mailbox or fax folder and empty them if required. Click Back to return to the IP Extension tab.
Configure View (icon)	Click to display or hide columns you want. You can also save the customized view or set it back to default.
Enabled	Select to activate an extension.
Number	The extension number.
Display Name	The name displaying on the extension. This is usually the name of the extension user.
Phone Model	The brand and model of the phone.
Emergency Zone	The emergency zone profile for this extension. For more information, see Configuring emergency zone profiles.
Survival Branch	If the extension belongs to a FortiVoice survivability branch, the branch information is listed. For information on survivability branch, see Configuring local survivability.
Department	If the extension belongs to an extension department, the department information is listed. For information on departments, see Creating extension departments.
Business Group	If the extension belongs to a business group, the group information is listed. For information on business groups, see Creating business groups.
Status	The extension statuses, including: Idle: The extension is not in use. In Use: The extension is in use. Busy: The extension is busy. Ringing: The extension is ringing. On Hold: The extension has an on-hold call. Admin down: The trunk of the extension is disabled. Under this status, the extension remains registered with the FortiVoice unit. Not registered: The extension is not registered with the FortiVoice unit and is not in service. Unavailable: The extension is not reachable. Alarm detected: There is a problem with the phone line. Other: The status other than the above.
IP	The link to the IP address of the phone using the extension number.
Phone Profile	Displays the phone profile applied to the extension. For information on phone profile, see Configuring phone profiles.
Phone Info	The model, MAC address, and firmware version of the phone for this extension.

To create or edit an IP extension

1. Go to Extension > Extension > IP Extension.
2. Click New or double-click an existing extension.
3. Configure the following:

   GUI field			Description
   Number			Enter the extension number following the extension number pattern. See Configuring PBX options. Click Edit Preference to configure the extension user preferences. See Setting extension user preferences. This option is only available when you edit an extension.
   User ID			This is the system-generated ID based on the user ID prefix you set (see User ID prefix) and the extension number. This option is view only and the ID only appears when you edit an extension. You can add a new user ID through the CLI.
   Enable			Select to activate the extension.
   Display name			Enter the name displaying on the extension. This is usually the name of the extension user. Note that you cannot put quotation marks on extension display names. You can click Expand to modify caller ID to add a caller ID for external calls or emergency calls.
   Description			Enter any notes for the extension.
   Device Setting			Extension SIP devices include desktop phones, soft phones, and auxiliary devices.
   	Phone
   		Type	Select the desktop phone type.
   		Device	Select the specific phone model. Click the New icon to add a new device. See Configuring desktop FortiFone phones. Click the Edit icon to modify a selected device. See Configuring desktop FortiFone phones. Click the Select icon to choose an existing device. This option is only available if you select FortiFone type.
   		SIP settings	Select the SIP profile for the phone. Click the New icon to add a new profile. See Configuring SIP profiles. Click the Edit icon to modify a selected profile. See Configuring desktop FortiFone phones.
   		Emergency zone	Select the emergency zone profile for the phone. Click the New icon to add a new profile. See Configuring emergency zone profiles. Click the Edit icon to modify a selected profile. See Configuring emergency zone profiles.
   		Advanced	SIP password: Enter the password used for configuring your SIP phone from the phone or the Web. You need the phone's IP to access it from the Web. You can check the password strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select View password to display the password. If you have configured the default SIP user password (see Default SIP user password), the password appears here. However, you can change it. Location: Select Internal if the phone does not traverse through Network Address Translation (NAT) to connect to the FortiVoice unit, and External if the phone does. These are system defined locations. User programmable keys: By clicking Edit, you can configure the phone programmable keys for the extension user if the programmable keys profile used for this extension gives users the permission to do so. MWI (Message Waiting Indication): Enable or disable MWI on the phone. Auto answer: Enable or disable automatic answering on the phone. Direct call: Enable or disable direct calling on the phone. Number: Enter the phone number. This is the phone number that the FortiVoice unit automatically dials after the phone user lifts up the phone handset (or press the headset or speaker button) to place a call. After: If you want to delay the automatic dialing, enter a value in seconds. If the delay is set to 0, the extension is turned into a hotline meaning that the FortiVoice unit immediately dials the configured Direct call number after the extension is off-hook. Secondary accounts: If you enabled the option to add a secondary account for desktop FortiFones, do it here by selecting the FortiFone extension as the secondary account. For more information, see Secondary account (Enable secondary account for Desktop FortiFone).
   	Soft FortiFone
   		License allocation	Select the number of softphone licenses for use on this extension. If you select 0, no configuration is needed.
   		Mobile	Click View Login Information to view the configuration file of the mobile softclient. Use the user name and password from the configuration file to log in onto the mobile softclient, or click and scan the QR code from the mobile softclient.
   		Desktop	Click View Login Information to view the configuration file of the desktop softclient. Use the user name and password from the configuration file to log in onto the desktop softclient.
   		SIP Setting	Android/iOS: If the soft phone is on an Android phone or iPhone, select a SIP profile for it. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring SIP profiles. Windows/MacOS: If the soft phone is on a Windows or Mac device, select a SIP profile for it. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring SIP profiles.
   	Auxiliary Phone		Click New to add SIP phones to the extension. This is known as SIP forking. For more information, see Configuring SIP forking. SIP forking allows you to have your desk phone ring at the same time as your softphone or a SIP phone on your mobile. For example, you can use SIP forking to ring your desk phone and your Android SIP phone at the same time, allowing you to take the call from either device easily. No forwarding rules would be necessary as both devices would ring. In the same manner, SIP forking can be used in an office and allow the secretary to answer calls to the extension of his/her boss when he is away or unable to take the call. Select a device and click Actions to apply extension configuration to the device or view the extension or SIP configuration file. The selected devices will reboot and only the devices that meet the following conditions will receive the new configuration: Devices supported by and registered to the FortiVoice unit. For the list of supported phones and auto provisioning prerequisites, see Configuring SIP phone auto-provisioning. Device type and MAC address is correctly configured. See To create or edit an IP extension. Auto-provisioning is enabled for the extension associated with the device through the user privilege applied to it. See Configuring user privileges.
   User Setting
   	Management		Configure the extension’s role in other settings.
   		User privilege	Select the services for the extension. Click Edit to modify the current user privilege or click New to configure a new one. For more information on user privilege, see Configuring user privileges.
   		Department	Select the department that the extension belongs to. Click Edit to modify the current department or click New to configure a new one. For more information on extension department, see Configuring agents.
   		Survival branch	Select the local survival branch FortiVoice unit for the extension if the extension is in a local survivability network. Click Edit to modify the current branch unit. For more information, see Configuring local survivability.
   		Voicemail	Configure the extension’s voice mailbox. In some cases, you may want other users or groups to share this voice mailbox. For example, a supervisor wants his/her co-workers to access his/her voice mailbox while he/she is away. Main voice mailbox: Select the extension’s own voice mailbox (Default) or that of another extension as the voice mailbox of this extension. Typically, you use the default mailbox. If you select the voice mailbox of another extension, you can click Edit to modify that extension. Users/Groups: The FortiVoice unit turns on the message waiting light on the phones of a user or user group to notify the user or group of a new voice message stored in the voice mailbox associated with this extension. To select users or user groups, click the + sign in the field and select the users/groups and then click Close. To listen to the message after being notified, a user can dial *97 or the code you set (see Modifying feature access codes) and enter the user’s own user PIN. For information on creating user groups, see Creating extension groups.
   	Web Access		Configure web user portal and soft client access from mobile or desktop devices.
   		Authentication type	Select the extension’s authentication type: Local or LDAP.
   		User password	Enter the password for user portal access which can be much longer and stronger to mitigate the risk of password guess attack and preserve the User PIN for phone access only. Control of using personal password or voicemail PIN to access user portal is set when configuring phone system capacity. For more information, see Configuring system capacity. You can check the password strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select View password to display the password. This option is only available when you select Local for Authentication Type.
   		LDAP profile	If you select LDAP for Authentication type, select an LDAP profile to apply to this extension. For information on LDAP profile, see Configuring LDAP profiles. You can click New to create a new profile or Edit to modify the selected one.
   		Authentication ID	If you select Try common name with base DN as bind DN as the user authentication option in the authentication profile you select, enter the authentication ID based on the user objects’ common name attribute you entered in the Common name ID field of the profile, such as jdoe. If you select Search user and try bind DN as the user authentication option in the authentication profile you select, leave this field blank. This option is only available if you select LDAP for Authentication type.
   	Phone Access		Configure voicemail access by phone or access to restricted phone calls.
   		Voicemail PIN	Enter the password for the extension user to access voicemail and the user portal. Selection of using personal password or voicemail PIN to access user portal is set when configuring phone system capacity. For more information, see Configuring system capacity. You can check the PIN strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select the view PIN icon to display the password. If you have configured the default user PIN (see Default Voicemail PIN), the password appears here. However, you can change it.
   		Personal code	Enter the extension specific account code that can be used to restrict calls. This code is needed to make some restricted calls. You can click Generate to get a code.
   	Call Center		This option appears if your FortiVoice unit has a call center license. Select to configure the departments that a call center agent manages, queues that the agent belongs to, skill sets, and skill levels. Click Call Centerand configure the following: Agent profile: Select the profile for the agent. You can also create a new one or modify an existing one. For more information about agent profiles, see Configuring agent profiles. Managed departments: An agent manager may need to monitor call queues in certain departments. For information on setting up departments, see Creating extension departments. Click the + sign in the field and select the departments to be monitored and then click Close. Member of Queues: Click to select the call queues to join. Queues: Click the + sign in the field and select the queues of which you want the extension/agent to be a member, and click Close. Main/Outgoing queue: This option is for collecting the outgoing calls from all queues by this agent and displaying them in Working with call queue statistics. You can select any queue of which this agent is a member for that purpose except None which will not collect agent’s outgoing call information. Click OK. Skill Sets: Click New to select the skill set for the agent, including skill and level, and click Create. For more information about agent skills and levels, see Adding agent skill sets and Creating agent skill levels. Click OK.

4. Click Create (for new extension) or OK (for editing extension).

Auditing SIP extension password

You can verify the strength of SIP extension passwords. For information on setting SIP extension password, see Configuring IP extensions.

For information on auditing passwords, see Auditing the extension passwords.

To audit a SIP extension password

1. Go to Extension > Extension > IP Extension.
2. Under Actions, click Check the password strength of SIP accounts.

   The Password Auditor page opens.

3. If a password policy warning (red check mark) appears, click the warning to view the password policy. To set the policy, see Configuring system options.
4. If the password strength of an extension shows the Weak (black check mark) icon, you can click the password and change it based on the policy until the password strength shows the Strong (green check mark) icon.
5. Click Close.

Auditing extension numbers and MAC addresses

You can find and modify the duplicate extension numbers and conflicting MAC addresses.

Duplicate numbers occur when there are more than one extension with the same number.

Conflicting MACs occur when there are more than one extension associated with a MAC address.

To audit SIP extension numbers

1. Go to Extension > Extension > IP Extension.
2. Under Actions, click Number Auditor > Numbers.

   The Number page opens and lists the duplicate numbers.

3. Select the number you want to modify and click Edit.

   The duplicate number’s configuration page displays.

4. Edit the duplicate number and click OK.

   For information on extension numbers, see Configuring IP extensions.

5. Click Close.

To audit extension MAC addresses

1. Go to Extension > Extension > IP Extension.
2. Under Actions, click Number Auditor > MACs.

   The Conflict MAC page opens and lists the multiple extensions on a single MAC address.

3. Select the number you want to remove and click Edit.
4. On the IP Extension page, go to Device Setting.
5. In the Device field, click the Select icon.
6. Click Select None at the bottom of the page.

Importing a list of extensions

The import feature provides a simple way to add a list of new extensions in one operation. You can create a CSV file in any spreadsheet and import the data as long as the columns match the FortiVoice format.

Your CSV file must have a headline containing the column names such as User ID, Extension, Display name, Phone type, Mac address, and Phone profile. Otherwise, the import will fail.

To import extension records

1. On the IP Extension tab, click Actions > Import.
2. Browse for the extension list file.

Configuring SIP forking

SIP forking allows you to have your desk phone ring at the same time as your softphone or a SIP phone on your mobile.

When a device is added, it inherits your master phone’s user privileges except hot-desking and fax.

You can add two SIP extensions and one external phone number.

To add a SIP device

1. Go to Extension > Extension > IP Extension.
2. Double-click an extension and go to Device Setting > Auxiliary Phone.
3. Click New and configure the following:

   GUI field	Description
   Type	If your device is a FortiFone, configure the following: Device: Click the Select icon to choose a FortiFone and click OK. The phones are configured for SIP inventory. See Configuring desktop FortiFone phones. You may also add a new phone or edit an existing one. Phone model: After you select a device, the device model appears. Setting: If you select Custom, configure the following: SIP settings: Select the SIP profile for the extension. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring SIP profiles. Emergency Zone: Select the emergency zone profile for this extension. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring emergency zone profiles. Location: Select Internal if the phone does not traverse through Network Address Translation (NAT) to connect to the FortiVoice unit, and External if the phone does. These are system defined locations. Handset ID: If the device is a FortiFone-870i or FortiFone-D72 that supports multiple handsets, enter or click Generate to identify the handset. MWI (Message Waiting Indicator): Enable or disable MWI on the phone. Auto answer: Enable or disable automatic answering on the phone. Direct call: Enable or disable direct calling on the phone.
   	If your device is a Generic phone, configure the following: SIP settings: Select the SIP profile for the extension. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring SIP profiles. Emergency Zone: Select the emergency zone profile for this extension. Click Edit to modify the current profile or New to configure a new one. For more information, see Configuring emergency zone profiles.

4. Click Create.

Modifying managed extensions

FVG-GS16 is a FXS gateway with 16 ports. Once it is added to the FortiVoice unit, 16 extensions are generated. You can modify each of the 16 extensions.

You can also view the local survivability branch paging numbers and change its password.

For information on adding the gateway, see Managing FXS gateways.

For information on configuring local survivability branches, see Configuring local survivability.

To edit a GS16 or local survivability branch extension

1. Go to Extension > Extension > Managed Extension.
2. In Gateway device, select:
   • the GS16 gateway of which you want to modify the extension, or
   • the local survivability branch of which you want to modify the paging number.
3. Select the extension or paging number and click Edit.
4. If you selected a local survivability branch paging number, you can view the information and enter the display name and change the password. If you selected a GS16 gateway extension, configure the following:

   GUI field	Description
   Number	Enter the extension number following the extension number pattern. See Configuring PBX options.
   User ID	This is the system-generated ID based on the user ID prefix you set (see User ID prefix) and the extension number. This option is view only and only appears when you edit an extension. You can add a new user ID through the CLI.
   Enable	Select to activate the extension.
   Display name	Enter the name displaying on the extension. This is usually the name of the extension user. Click the + sign if you want to add caller IDs: External caller ID: Enter the external caller ID that displays on a called phone when you make a call. Use the name<phone_number> format, such as HR<222134>. Emergency caller ID: Enter the emergency caller ID. Use the name<phone_number> format, such as HR<222134>. If you do not enter the caller IDs, your organization's main number will be used. If you add both IDs, the emergency ID will only be used when making emergency calls. All other calls will use the external caller ID.
   Description	Enter any notes for the extension.
   Device Setting	See Editing gateway extensions.
   User Setting	See User Setting.

5. Click OK.

Modifying analog extension (200D-T, 1000E-T, and 20E2 models only)

The FortiVoice 200D-T and 1000E-T each has one analog port and a default analog extension. The FortiVoice 20E2 has two analog ports and two default analog extensions. You can edit the extensions’ default configuration.

Analog lines, also referred to as POTS (Plain Old Telephone Service), are used for standard phones, fax machines, and modems.

To view the default analog extension, go to Extension > Extension > Analog Extensions.

GUI field	Description
Maintenance	Select an extension and click this button to manage its voicemail box. You can check the size of the box and empty the box. Click Back to return to the Analog tab.
Enabled	Select to activate the extension.
Number	The analog extension number.
Display Name	The name displaying on the extension.

To edit the default analog extension

1. Go to Extension > Extension > Analog Extensions.
2. Select the default extension and click Edit.
3. Configure the following:

   GUI field	Description
   Number	Enter the extension number following the extension number pattern. See Configuring PBX options. If required, click Edit Preference to modify the user preferences. See Setting extension user preferences.
   User ID	This is the system-generated ID for the extension and is read-only.
   Analog port	Select the analog port for the extension. You can click Edit to modify the port.
   Enable	Select to activate the extension.
   Display name	Enter the name displaying on the extension. This is usually the name of the extension user. Click the + sign if you want to add caller IDs: External caller ID: Enter the external caller ID that displays on a called phone when you make a call. Use the name<phone_number> format, such as HR<222134>. Emergency caller ID: Enter the emergency caller ID. Use the name<phone_number> format, such as HR<222134>. If you do not enter the caller IDs, your organization's main number will be used. If you add both IDs, the emergency ID will only be used when making emergency calls. All other calls will use the external caller ID.
   Description	Add any notes for the extension.
   User Setting	See User Setting.

4. Click OK.

Setting up remote extensions

A remote extension reaches an external phone by automatically selecting a line from a trunk and dialing the phone number. For example, a remote extension could reach an employee’s cell phone or home phone, or a phone at a branch office.

A caller can connect to a remote extension through the auto attendant, or can be transferred to a remote extension by a call cascade. A user at a local extension can manually transfer a caller to a remote extension, or can dial a remote extension directly. If the remote extension is busy or unanswered, the system can route the call using the remote extension’s call cascade.

For example, a caller reaches the auto attendant and dials a local extension. The user is not there, so the call is unanswered. The call cascade of the local extension can be configured to transfer unanswered calls to a remote extension. The remote extension can be configured to dial the user’s cellular phone. This way the user is available outside the office.

Remote extensions are designed to operate with local major telephone service providers. The feature may not function correctly with some telephone and mobile operator’s networks, especially for international phone numbers and mobile phones roaming internationally.

To configure a remote extension

1. Go to Extension > Extension > Remote Extension.
2. Click New.
3. Configure the following:

   GUI field	Description
   Number	Enter the local extension number from which calls are transferred to a remote extension.
   Remote number	Enter the remote phone number to which a call to the local extension is transferred. You can enter digits 0–9, space, dash, comma, # and *. If you want to enter an auto attendant number followed by an extension, you can use comma (,) or semicolon (;) to pause the automatic dialing. A comma pauses dialing for two seconds, for example, 1-123-222-1234, 5678#. In this case, once auto attendant 1-123-1234 is dialed, and after two seconds, extension 5678 is automatically dialed. A semicolon pauses dialing for one second, for example, 1-123-222-1234; 5678#. In this case, once auto attendant 1-123-1234 is dialed, and after one second, extension 5678 is automatically dialed.
   Enable	Select to activate the remote extension.
   Display name	The name displaying on the remote extension when a call is transferred. You can choose to display the name differently than the one you entered here. See Modifying caller IDs. Click the + sign if you want to add caller IDs: External caller ID: Enter the external caller ID that displays on a called phone when a call is transferred through the remote extension. Use the name<phone_number> format, such as HR<222134>. Emergency caller ID: Enter the emergency caller ID. Use the name<phone_number> format, such as HR<222134>. If you do not enter the caller IDs, your organization's main number will be used. If you add both IDs, the emergency ID will only be used when making emergency calls. All other calls will use the external caller ID.
   Description	Enter any notes you have for the extension.
   User Setting	See User Setting.

4. Click Create.

Configuring fax extensions

If you want to continue using your fax machine with the VoIP phone system, connect the fax machine to an adapter (such as OBIHAI OBi 200, Cisco SPA 112, or Grandstream HT 702) that supports T38 first before connecting it to the FortiVoice unit. T38 is a protocol designed to allow fax to travel over a VoIP network.

In this case, the fax machine is treated like an extension. The FortiVoice unit receives faxes and relays them to the fax machine. Faxes sent from the fax machine will follow the fax sending dial plans.

To use this option, you need to create and enable the fax extensions first. You then need to configure the FortiVoice unit to receive and relay the faxes to the fax machine.

For information on fax configuration, see Configuring fax.

To create or edit a fax extension

1. Go to Extension > Extension > Fax Extension.
2. Click New or double-click an existing extension.
3. Configure the following:

   GUI field	Description
   Number	Enter the extension number following the extension number pattern. See Configuring PBX options.
   User ID	This is the system-generated ID based on the user ID prefix you set (see User ID prefix) and the extension number. This option is view only and only appears when you edit an extension. You can add a new user ID through the CLI.
   Enable	Select to enable this extension to receive and send faxes that support T38 protocol. This applies to using a fax machine connected to the FortiVoice unit via an adapter that supports T38 protocol. For more information, see Configuring fax.
   Display Name	Enter the name displaying on the extension.
   Description	Enter any notes about the extension.
   Device Setting	SIP settings: Select the SIP profile for the phone. Click the New icon to add a new profile. See Configuring SIP profiles. Click the Edit icon to modify a selected profile. See Configuring desktop FortiFone phones. Emergency zone: Select the emergency zone profile for the phone. Click the New icon to add a new profile. See Configuring emergency zone profiles. Click the Edit icon to modify a selected profile. See Configuring emergency zone profiles. Advanced: SIP password: Enter the password used for configuring your SIP phone from the phone or the Web. You need the phone's IP to access it from the Web. You can check the password strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select View password to display the password. If you have configured the default SIP user password (see Default SIP user password), the password appears here. However, you can change it. Location: Select Internal if the phone does not traverse through Network Address Translation (NAT) to connect to the FortiVoice unit, and External if the phone does. These are system defined locations.
   User Setting
   Management	Configure the extension’s role in other settings.
   User privilege	Select the services for the extension. Click Edit to modify the current user privilege or click New to configure a new one. For more information on user privilege, see Configuring user privileges.
   Department	Select the department that the extension belongs to. Click Edit to modify the current department or click New to configure a new one. For more information on extension department, see Configuring agents.
   Web Access	Configure web user portal and soft client access from mobile or desktop devices.
   Authentication type	Select the extension’s authentication type: Local or LDAP.
   User password	Enter the password for user portal access which can be much longer and stronger to mitigate the risk of password guess attack and preserve the User PIN for phone access only. Control of using personal password or voicemail PIN to access user portal is set when configuring phone system capacity. For more information, see Configuring system capacity. You can check the password strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select View password to display the password. This option is only available when you select Local for Authentication Type.
   LDAP profile	If you select LDAP for Authentication type, select an LDAP profile to apply to this extension. For information on LDAP profile, see Configuring LDAP profiles. You can click New to create a new profile or Edit to modify the selected one.
   Authentication ID	If you select Try common name with base DN as bind DN as the user authentication option in the authentication profile you select, enter the authentication ID based on the user objects’ common name attribute you entered in the Common name ID field of the profile, such as jdoe. If you select Search user and try bind DN as the user authentication option in the authentication profile you select, leave this field blank. This option is only available if you select LDAP for Authentication type.
   Phone Access	Configure voicemail access by phone or access to restricted phone calls.
   Voicemail PIN	Enter the password for the extension user to access voicemail and the user portal. Selection of using personal password or voicemail PIN to access user portal is set when configuring phone system capacity. For more information, see Configuring system capacity. You can check the PIN strength. See Reviewing system configuration. Click Generate to generate a strong password automatically. Select the view PIN icon to display the password. If you have configured the default user PIN (see Default Voicemail PIN), the password appears here. However, you can change it.
   Personal code	Enter the extension specific account code that can be used to restrict calls. This code is needed to make some restricted calls. You can click Generate to get a code.

4. Click Create (for new extension) or OK (for editing extension).

Setting extension user preferences

Each SIP and analog extension comes with its default user preferences, including voicemail settings and phone display preference. You can modify these settings .

Phone users can modify the preferences on the web user portal.

To view the list of extensions, go to Extension > Extension > Preference.

GUI field	Description
Maintenance	Select an extension and click this option to reset the user preferences to the default values.
Number	The extension number.
Display name	The name displaying on the extension. This is usually the name of the extension user.
Voice Message Count	The number of voice mails left on an extension.

To edit extension user preferences

1. Go to Extension > Extension > Preference.
2. Select an extension and click Edit.
3. Configure the following:

   GUI field		Description
   Setting
   	Number	The extension number. This is read-only.
   	User ID	This is the system-generated ID based on the extension number. You can add a new user ID through the CLI. This is read-only.
   	Display name	The name displaying on the extension. This is usually the name of the extension user. This is read-only.
   	Emergency caller ID	The caller ID to display on the destination phone when you dial the emergency number, such as 911. This ID is set when you configure the extension. This is read-only.
   	External caller ID	The caller ID you want to display on a called phone instead of the FortiVoice main number (see Main number) or the trunk phone number (see Phone Number). This ID is set when you configure the extension. This is read-only.
   	Ring duration	Enter the phone ringing duration in seconds before an incoming call goes to voicemail.
   	Programmable keys	Select the keypad profile for the phone. Click the Edit icon to modify a selected profile. See Configuring programmable keys profiles.
   	Call forward	Select to forward phone calls and enter the phone number to forward the calls. This function only works if call forwarding is enabled in the extension’s user privilege. See Configuring user privileges.
   	Call waiting	Select to enable call waiting. This function only works if call waiting is enabled in the extension’s user privilege. See Configuring user privileges.
   	Do not disturb	Select to enable DND. This function only works if DND is enabled in the extension’s user privilege. See Configuring user privileges.
   	Voicemail handling (Caller press 0 during announcement)	Select to enable reaching the operator by pressing 0 when you hear the announcement of a callee’s voicemail.
   	Include caller ID number when playing voicemail message	Select to announce caller’s ID when playing the voicemail.
   	Include date and time when playing voicemail message	Select to announce date and time when playing the voicemail.
   Notification Options
   	Voicemail	Select the type of email notification when this extension has a voicemail: None: Do not send any notification. Simple: Send an email notification. This is the default setting. With attachment: Send an email notification with the voicemail attached.
   	Fax	Select the type of email notification when this extension has a fax: None: Do not send any notification. Simple: Send an email notification. This is the default setting. With attachment: Send an email notification with the fax attached.
   	Missed call	Select On if you want to receive an email notification when an incoming call is missed.
   	Email address	Enter the email address to which an email notification is sent.
   Voicemail Options		Configure greeting, unavailable, and busy messages. Name: Your name of the voicemail. For example, John Doe. Standard: Use the system default name for the voicemail. This will be the extension number. Personal: Use your own name for the voicemail. Click Call me to ring your extension and record a name using the phone, such as your name or extension number. Click Upload to import a name, such as your name or extension number. Click Play to listen to a recorded name. Click Erase to delete a recorded name. Click Download to save a recorded name. Greeting: Select the voicemail greeting mode and greeting content. Standard: The system defined greeting. Simple: The customer-recorded greeting that applies to any time except when the line is busy and extension is unavailable. Scheduled: The customer-recorded greeting that comes with a schedule. Conditional: The customer-recorded greeting that only applies to occasions when the line is busy or extension is unavailable. Audio file: Click to configure the greeting. This option is only available when you select Simple, Scheduled or Conditional. Click Call me to ring your extension and record a message such as a greeting, unavailable, or busy message using the phone. This applies to the Simple and Scheduled modes. Click Upload to import a message such as a greeting, unavailable, or busy message. Click Play to listen to a message such as a greeting, unavailable, or busy message. Click Erase to delete a message such as a greeting, unavailable, or busy message. Click Download to save a message such as a greeting, unavailable, or busy message. If you select Scheduled for Greeting, click New to add a system schedule or create a new one. You can also add a greeting file which is the audio file you configured when clicking Audio File. The purpose of having a separate voicemail name file is for occasions that you just want to change the name without touching the greeting file.
   Display Preference		Configure the preference for screen display on the user portal.
   	Phone language	Select the prompt language for the extension. The default is English. For information on adding prompt languages, see Managing phone audio settings .
   	Web language	Select the language for the FortiVoice user portal.
   	Theme	Select the display theme for the FortiVoice user portal.
   	Time zone	Select the time zone for the FortiVoice user portal.
   	Idle timeout	Set the timeout for the FortiVoice user portal.
   Account Management
   	Change PIN number	Click to change the password for accessing the voice mailbox and the FortiVoice user portal.
   	Change User Password	Click to change the password for accessing the FortiVoice user portal.
   	View Sip configurations	Click to display the SIP configuration information which is used for configuring your SIP phone from the phone or the Web.
   Agent		This option appears if you have a call center license.
   	PIN required to login/logout from phone	Select to enable an agent to log into/log out of a queue from the extension using the user PIN. For information on feature access codes, see Configuring account codes.
   	PIN required to pause/unpause from phone	Select to enable an agent to pause/unpause a queue from the extension using the user PIN. To pause means the agent is not answering calls. For information on feature access codes, see Configuring account codes.
   	Auto-Pause after agent login queue	Select to automatically put the agent in pause (not ready) status after the agent logs into a queue. The agent can unpause a queue to answer calls. For information on feature access codes, see Configuring account codes.
   Follow Me		See Configuring follow me settings.
   Call Handling		Retain original caller ID: Select to maintain the original caller's identity when forwarding an inbound call. Call screening: Select if you want the FortiVoice unit to prompt callers for their names so that callees can identify the callers before the connect to you. Record caller name: By default, this option is selected when you select Call screening. If you deselect this option, the FortiVoice unit will not prompt callers for their names. Instead, the FortiVoice unit will ring a called phone but will not connect to the caller. The callee is able to pick up the phone and see the caller’s ID and decide whether to pick up the call. For more information on normal or quick call handling, see Handling calls.
   Twinning Setting		This option is only available if Twinning is selected in the user privileges of the extension. For more information, see Twinning. Setting: Select the twinning method. Disabled: Select to disable twinning. Simple: Select to configure a basic twinning by adding a phone number. Scheduled: Select to configure a twinning by adding phone numbers based on a schedule.

4. Click OK.

Configuring follow me settings

Follow me allows a call to an extension to be transferred to another destination when you are not available.

This configuration serves as a profile for use in managing calls. See Handling calls.

To configure follow me settings

1. Go to Extension > Extension > Preference.
2. Double-click a record and go to Follow Me.
3. Click New.
4. Enter a Name for this setting.
5. Under Follow Me Numbers, click New.
6. Enter a phone number to which the call to your extension can be transferred.
7. Enter the phone ringing duration, in seconds, before the call goes to voicemail or next number in the sequence.
8. Click Create.
9. Repeat steps Under Follow Me Numbers, click New. to Click Create. of this procedure to add more numbers if you want to transfer a follow me call to multiple numbers in a sequence. The numbers will be dialed according to the sequence in the follow me settings.
10. Click Create.

Handling calls

Extension > Extension > Preference > Call Handling allows you to manage the call process. For example, you can configure the process to forward a call to another number on a specific schedule.

You can manage a normal call handling by configuring the call process for different situations. You can also manage quick call handling by dialing a code to enter into a default mode and configure the call process for that particular mode if required.

If the extension with configured call handling action is part of another FortiVoice function that also has configured call handling action (for example, a member of a ring group or used for a virtual number), then the call handling action of the other FortiVoice function overrides the extension call handling action.

To handle a normal call

1. Go to Extension > Extension > Preference.
2. Double-click a record and go to Call Handling.
3. Click Normal Call Handling.
4. Select a call status.

   Each status can only be used for one call management configuration.

5. Select System default action or User defined action.

   The System default action (action shows in brackets) changes depending on the status selection.

6. If you select User defined, click New to define a call process according to a schedule.
   • Select a pre-configured Schedule for the call action. You can click View to display the schedule details. For information on configuring schedules, see Scheduling the FortiVoice unit.
   • For Call from, select the call type on which you want to take an action.
   • Add an Action for the call process.

     For some call handling processes that may require further actions, you need to add one or more call processes to complete the call handling. For example, after adding a process that contains a Forward action, you can add another process with a Go voicemail action to complete the call handling. In this case, the call will be forwarded to the phone specified and if the phone is not picked up, a voicemail will be left on this extension.

     Default action is equal to the action when you select System default action under Call Process.

     • If you select Follow me, select a follow me profile. For information on configuring follow me, see Follow Me.
       This option is available only if call forwarding is enabled in the extension’s user privilege. See Configuring user privileges.
     • If you select Play announcement, select a sound file. For information on configuring sound files, see Managing phone audio settings
     • If you select Auto attendant, select an auto attendant profile. For information on configuring auto attendant, see Configuring auto attendants.
     • f you select Forward, enter the number to which you want to forward the call.
       This option is available only if call forwarding is enabled in the extension’s user privilege. See Configuring user privileges.
   • Click Create.
7. Click OK.

To handle a quick call

1. Go to Extension > Extension > Preference.
2. Double-click a record and go to Call Handling > Quick call handling.

   GUI field	Description
   Effective mode	Displays the call handling status when you dial *720, *721, *722, and *723. For example, if you dial *720, the status will be Normal because you have canceled the quick mode.
   *720	Dial the code to cancel the quick handling mode.
   *721	Dial the code to set to Out of office mode. Click the text to modify the quick mode option and time as required.
   *722	Dial the code to set to Away mode. Click the text to modify the quick mode option and time as required.
   *723	Dial the code to set to Other mode. Click the text to modify the quick mode option and time as required.

3. If you want to add a new quick call handling process, click Quick Call Handling.
4. Select a call status.

   Each status can only be used for one call management configuration.

5. Click New to define a call process according to a schedule.
   • Select a pre-configured Schedule for the call action. You can click View to display the schedule details. For information on configuring schedules, see Scheduling the FortiVoice unit.
   • Add an Action for the call process. You can add multiple actions to process a call in sequence. For example, you can add Play announcement and then Auto attendant. In this case, an incoming call will be transferred to the auto attendant after an announcement is played.
   • Default action is equal to the action when you select System default action under Call Process.
     • If you select Follow me, select a follow me profile. For information on configuring follow me, see Follow Me.
       This option is available only if call forwarding is enabled in the extension’s user privilege. See Configuring user privileges.
     • If you select Play announcement, select a sound file. For information on configuring sound files, see Managing phone audio settings .
     • If you select Auto attendant, select an auto attendant profile. For information on configuring auto attendant, see Configuring auto attendants.
     • If you select Forward, enter the number to which you want to forward the call. This option is available only if call forwarding is enabled in the extension’s user privilege. See Configuring user privileges.
   • Click Create.
6. Click OK.