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FortiVoice Cookbook

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Upgrading the firmware in an HA group

This recipe describes the required tasks to perform a firmware upgrade of the FortiVoice solution that includes FortiVoice units in an active-passive HA group and the following products, as applicable: 

  • FortiVoice local survivable gateway (LSG)
  • FortiVoice foreign exchange subscriber (FXS) gateway - FortiVoice Gateway GS16

In a firmware upgrade of an active-passive HA group, the following behaviors apply:

  • When you perform a firmware upgrade on the secondary FortiVoice unit, the normal call processing is uninterrupted.
  • When you perform a firmware upgrade on the primary FortiVoice unit, the normal call processing is temporarily interrupted.
  • Before starting the firmware installation, the primary unit signals the secondary unit that a firmware upgrade is taking place. This signaling causes the HA daemon of the secondary unit to pause its monitoring of the primary unit for a short period. When the firmware installation is complete, the primary unit signals the secondary unit to resume its HA heartbeat monitoring. If the secondary unit does not receive this signal after a few minutes, then the secondary unit resumes its HA heartbeat monitoring anyway. If the primary unit fails during the firmware installation, the HA group fails over to the secondary unit which then becomes the new primary unit.

Workflow

To upgrade the firmware in an HA group, perform the tasks described in the following workflow:

Upgrade task sequence

Description

Procedure

Task 1

Caution

Make sure to use a supported upgrade path specified in the FortiVoice Phone System Release Notes.

Task 2

Download firmware image files from the Fortinet Support website.

Downloading firmware image files

Task 3

Back up the configuration of the primary and secondary FortiVoice units.

Backing up the configuration

Task 4

Upload firmware image files to the FortiVoice primary unit.

Uploading firmware image files

Task 5

Upgrade the FortiVoice FXS gateway located at the branch office.

Upgrading the FortiVoice FXS gateway

Task 6

Upgrade the FortiVoice LSG firmware located at the branch office.

Upgrading the FortiVoice LSG firmware

Task 7

Upgrade the firmware on the secondary and primary FortiVoice units located at the main office.

Upgrading the FortiVoice firmware in an HA group

Downloading firmware image files

Use this procedure to access the Fortinet Support website and download the firmware image files for the products that you want to upgrade in your FortiVoice solution.

  1. Go to Fortinet Support website.
  2. Log in to your existing account or register for an account.
  3. Select Download > Firmware Images.
  4. In Select Product, select FortiVoiceEnterprise.
  5. In the Download tab, click the v6.00 folder and navigate to the 6.4 folder.
  6. Locate the firmware image files that you need to download for the FortiVoice units, FortiVoice LSG, and FortiVoice Gateway GS16, as applicable.
  7. To download the firmware image file, go to the end of the row and click the HTTPS link.
  8. Click OK.
  9. Take note of where you save the firmware image files on your computer.

Backing up the configuration

Use this procedure to backup the configuration of both the primary and secondary FortiVoice units.

Note

If your deployment includes a FortiVoice FXS gateway or FortiVoice LSG unit, or both, a configuration backup of those units is not necessary because the primary FortiVoice unit already has this configuration.

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Dashboard > Status.
  3. In the System Information widget, go to the System configuration row.
  4. Click Backup.

  5. To save the file on your management computer, click OK.
  6. Take note of the location where you save the file. Backup files let you revert to your previous configuration, if the new configuration does not function correctly.
  7. Log in to the web-based manager of the secondary FortiVoice unit.
  8. Repeat steps 2 to 6.

Uploading firmware image files

Use this procedure to upload the firmware image files to the primary and secondary FortiVoice units. You have already downloaded the firmware image files from the Fortinet Support website.

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. Click Upload.

  4. Click Select.
  5. Select the file to upload and click Open.
  6. When the upload is complete, click OK.
  7. To upload another firmware image file, repeat steps 3 to 6.
  8. Log in to the web-based manager of the secondary FortiVoice unit.
  9. Repeat steps 2 to 7.

Upgrading the FortiVoice FXS gateway

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. In the list, click the firmware file that you want to use to upgrade the FortiVoice FXS gateway units.
  4. To perform the upgrade now:
    1. Select Upgrade > Now.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
  5. To schedule the upgrade:
    1. Select Upgrade > Custom Time.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
    4. Select a date and time, and click OK.
  6. Verify that the FortiVoice FXS gateway firmware is successfully installed:
    1. Go to Managed System > Gateway > FXS Gateway.
    2. Locate the row for the upgraded FortiVoice FXS gateway.
    3. In the Version column, make sure that the FortiVoice FXS gateway firmware version is the one that you upgraded to.

Upgrading the FortiVoice LSG firmware

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. In the list, click once on the firmware that you want to use to upgrade the FortiVoice LSG units.
  4. To perform the upgrade now:
    1. Select Upgrade > Now.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
  5. To schedule the upgrade:
    1. Select Upgrade > Custom Time.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
    4. Select a date and time, and click OK.
  6. Verify that the FortiVoice LSG firmware is successfully installed:
    1. Go to Managed System > Survivability > Survivability Branch.
    2. Locate the row for the upgraded FortiVoice LSG unit.
    3. In the Version column, make sure that the FortiVoice LSG firmware version is the one that you upgraded to.

Upgrading the FortiVoice firmware in an HA group

Caution

Make sure to upgrade the firmware on the secondary unit before upgrading the firmware on the primary unit.

  1. Upgrade the firmware on the secondary FortiVoice unit:
    1. Log in to the web-based manager of the secondary FortiVoice unit.
    2. Go to Dashboard > Status.
    3. In the System Information widget, go to the Firmware version row.
    4. Click Update.

    5. Locate the firmware file and then upload that file.

      Your web browser uploads the firmware file to the unit.

    6. To confirm the upgrade, click Yes.

      The unit installs the firmware and restarts.

    7. To make sure that the FortiVoice web-based manager reloads correctly and displays all changes, clear the cache of your web browser and restart it.
  2. Verify that the firmware is successfully installed on the secondary FortiVoice unit:
    1. Go to Dashboard > Status.
    2. In the System Information widget, go to the Firmware version row.
    3. Make sure that the FortiVoice firmware version is the one that you upgraded to.
    Note

    Fortinet recommends that you upgrade the primary unit during your maintenance window without manually forcing a failover.

    Manually forcing a failover to the secondary unit before upgrading the primary unit would cause some unnecessary data synchronization.

  3. Upgrade the firmware on the primary FortiVoice unit:
    1. Log in to the web-based manager of the primary FortiVoice unit.
    2. Go to Dashboard > Status.
    3. In the System Information widget, go to the Firmware version row.
    4. Click Update.
    5. Locate the firmware file and then upload that file.

      Your web browser uploads the firmware file to the unit.

    6. To confirm the upgrade, click Yes.

      The unit installs the firmware and restarts.

    7. To make sure that the FortiVoice web-based manager reloads correctly and displays all changes, clear the cache of your web browser and restart it.
  4. Verify that the firmware is successfully installed on the primary FortiVoice unit:
    1. Go to Dashboard > Status.
    2. In the System Information widget, go to the Firmware version row.
    3. Make sure that the FortiVoice firmware version is the one that you upgraded to.
  5. Verify the traffic flow on the primary FortiVoice unit.

Upgrading the firmware in an HA group

This recipe describes the required tasks to perform a firmware upgrade of the FortiVoice solution that includes FortiVoice units in an active-passive HA group and the following products, as applicable: 

  • FortiVoice local survivable gateway (LSG)
  • FortiVoice foreign exchange subscriber (FXS) gateway - FortiVoice Gateway GS16

In a firmware upgrade of an active-passive HA group, the following behaviors apply:

  • When you perform a firmware upgrade on the secondary FortiVoice unit, the normal call processing is uninterrupted.
  • When you perform a firmware upgrade on the primary FortiVoice unit, the normal call processing is temporarily interrupted.
  • Before starting the firmware installation, the primary unit signals the secondary unit that a firmware upgrade is taking place. This signaling causes the HA daemon of the secondary unit to pause its monitoring of the primary unit for a short period. When the firmware installation is complete, the primary unit signals the secondary unit to resume its HA heartbeat monitoring. If the secondary unit does not receive this signal after a few minutes, then the secondary unit resumes its HA heartbeat monitoring anyway. If the primary unit fails during the firmware installation, the HA group fails over to the secondary unit which then becomes the new primary unit.

Workflow

To upgrade the firmware in an HA group, perform the tasks described in the following workflow:

Upgrade task sequence

Description

Procedure

Task 1

Caution

Make sure to use a supported upgrade path specified in the FortiVoice Phone System Release Notes.

Task 2

Download firmware image files from the Fortinet Support website.

Downloading firmware image files

Task 3

Back up the configuration of the primary and secondary FortiVoice units.

Backing up the configuration

Task 4

Upload firmware image files to the FortiVoice primary unit.

Uploading firmware image files

Task 5

Upgrade the FortiVoice FXS gateway located at the branch office.

Upgrading the FortiVoice FXS gateway

Task 6

Upgrade the FortiVoice LSG firmware located at the branch office.

Upgrading the FortiVoice LSG firmware

Task 7

Upgrade the firmware on the secondary and primary FortiVoice units located at the main office.

Upgrading the FortiVoice firmware in an HA group

Downloading firmware image files

Use this procedure to access the Fortinet Support website and download the firmware image files for the products that you want to upgrade in your FortiVoice solution.

  1. Go to Fortinet Support website.
  2. Log in to your existing account or register for an account.
  3. Select Download > Firmware Images.
  4. In Select Product, select FortiVoiceEnterprise.
  5. In the Download tab, click the v6.00 folder and navigate to the 6.4 folder.
  6. Locate the firmware image files that you need to download for the FortiVoice units, FortiVoice LSG, and FortiVoice Gateway GS16, as applicable.
  7. To download the firmware image file, go to the end of the row and click the HTTPS link.
  8. Click OK.
  9. Take note of where you save the firmware image files on your computer.

Backing up the configuration

Use this procedure to backup the configuration of both the primary and secondary FortiVoice units.

Note

If your deployment includes a FortiVoice FXS gateway or FortiVoice LSG unit, or both, a configuration backup of those units is not necessary because the primary FortiVoice unit already has this configuration.

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Dashboard > Status.
  3. In the System Information widget, go to the System configuration row.
  4. Click Backup.

  5. To save the file on your management computer, click OK.
  6. Take note of the location where you save the file. Backup files let you revert to your previous configuration, if the new configuration does not function correctly.
  7. Log in to the web-based manager of the secondary FortiVoice unit.
  8. Repeat steps 2 to 6.

Uploading firmware image files

Use this procedure to upload the firmware image files to the primary and secondary FortiVoice units. You have already downloaded the firmware image files from the Fortinet Support website.

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. Click Upload.

  4. Click Select.
  5. Select the file to upload and click Open.
  6. When the upload is complete, click OK.
  7. To upload another firmware image file, repeat steps 3 to 6.
  8. Log in to the web-based manager of the secondary FortiVoice unit.
  9. Repeat steps 2 to 7.

Upgrading the FortiVoice FXS gateway

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. In the list, click the firmware file that you want to use to upgrade the FortiVoice FXS gateway units.
  4. To perform the upgrade now:
    1. Select Upgrade > Now.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
  5. To schedule the upgrade:
    1. Select Upgrade > Custom Time.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
    4. Select a date and time, and click OK.
  6. Verify that the FortiVoice FXS gateway firmware is successfully installed:
    1. Go to Managed System > Gateway > FXS Gateway.
    2. Locate the row for the upgraded FortiVoice FXS gateway.
    3. In the Version column, make sure that the FortiVoice FXS gateway firmware version is the one that you upgraded to.

Upgrading the FortiVoice LSG firmware

  1. Log in to the web-based manager of the primary FortiVoice unit.
  2. Go to Managed System > Firmware > FortiVoice Firmware.
  3. In the list, click once on the firmware that you want to use to upgrade the FortiVoice LSG units.
  4. To perform the upgrade now:
    1. Select Upgrade > Now.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
  5. To schedule the upgrade:
    1. Select Upgrade > Custom Time.
    2. Caution

      A warning appears with information about the firmware type and version, and the following message: All devices with the same type will be upgraded.

    3. To continue with the upgrade, click OK.
    4. Select a date and time, and click OK.
  6. Verify that the FortiVoice LSG firmware is successfully installed:
    1. Go to Managed System > Survivability > Survivability Branch.
    2. Locate the row for the upgraded FortiVoice LSG unit.
    3. In the Version column, make sure that the FortiVoice LSG firmware version is the one that you upgraded to.

Upgrading the FortiVoice firmware in an HA group

Caution

Make sure to upgrade the firmware on the secondary unit before upgrading the firmware on the primary unit.

  1. Upgrade the firmware on the secondary FortiVoice unit:
    1. Log in to the web-based manager of the secondary FortiVoice unit.
    2. Go to Dashboard > Status.
    3. In the System Information widget, go to the Firmware version row.
    4. Click Update.

    5. Locate the firmware file and then upload that file.

      Your web browser uploads the firmware file to the unit.

    6. To confirm the upgrade, click Yes.

      The unit installs the firmware and restarts.

    7. To make sure that the FortiVoice web-based manager reloads correctly and displays all changes, clear the cache of your web browser and restart it.
  2. Verify that the firmware is successfully installed on the secondary FortiVoice unit:
    1. Go to Dashboard > Status.
    2. In the System Information widget, go to the Firmware version row.
    3. Make sure that the FortiVoice firmware version is the one that you upgraded to.
    Note

    Fortinet recommends that you upgrade the primary unit during your maintenance window without manually forcing a failover.

    Manually forcing a failover to the secondary unit before upgrading the primary unit would cause some unnecessary data synchronization.

  3. Upgrade the firmware on the primary FortiVoice unit:
    1. Log in to the web-based manager of the primary FortiVoice unit.
    2. Go to Dashboard > Status.
    3. In the System Information widget, go to the Firmware version row.
    4. Click Update.
    5. Locate the firmware file and then upload that file.

      Your web browser uploads the firmware file to the unit.

    6. To confirm the upgrade, click Yes.

      The unit installs the firmware and restarts.

    7. To make sure that the FortiVoice web-based manager reloads correctly and displays all changes, clear the cache of your web browser and restart it.
  4. Verify that the firmware is successfully installed on the primary FortiVoice unit:
    1. Go to Dashboard > Status.
    2. In the System Information widget, go to the Firmware version row.
    3. Make sure that the FortiVoice firmware version is the one that you upgraded to.
  5. Verify the traffic flow on the primary FortiVoice unit.