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FortiVoice Phone System Administration Guide

Configuring outbound dial plans

Configuring outbound dial plans

The Call Routing > Outbound > Outbound submenu lets you configure dial plans for outgoing calls from the FortiVoice unit.

You can configure dial plans on the FortiVoice unit to route calls made from a FortiVoice extension to an external phone system. The external phone system can be one or more PSTN lines or a VoIP service provider. To route calls to an external phone system, you add dial plan rules that define the extra digits that extension users must dial to call out of the FortiVoice unit. The rules also control how the FortiVoice unit handles these calls including whether to block or allow the call, the destinations the calls are routed to and whether to add digits to the beginning of the dialed number.

For example, if users should be able to dial 911 for emergencies, you should include a dial plan rule that sends all calls that begin with 911 to an external phone system. This rule should also override the default outgoing prefix so that users can dial 911 without having to dial 9 first.

To view the outbound dial plans, go to Call Routing > Outbound > Outbound.

GUI field

Description

Test

Select to test if the dial plan is created successfully.

For more information, see Testing outbound dial plans.

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Pattern

The phone number pattern in the dial plan that matches other numbers. For details, see Dialed Number Match.

Match CID

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

Call handling

The call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern. For details, see Call Handling.

To set up an outbound dial plan

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

    GUI field

    Description

    Enabled

    Select to activate this dial plan.

    Name

    Enter a name for this plan.

    Emergency call

    Select to allow emergency call with this plan. By default, this is selected.

    For information on setting emergency number, see Setting PBX location and contact information.

    Caller ID Match

    Enter the caller ID pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan.

    Click + if you need to enter more caller ID patterns.

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

    Callers with IDs under this pattern are subject to this plan.

    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 dialed numbers matching this pattern will follow this dial plan rule.

    For information on adding a dialed number match, see Creating dialed number match.

    Call Handling

    Click New to configure the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern. For details, see Configuring call handling actions.

  4. Click Create.

Testing outbound dial plans

After you create a dial plan, you can select the dial plan and click Test to see if the dial plan works.

For more information, see Test.

To test an outbound dial plan

  1. Go to Call Routing > Outbound > Outbound.
  2. Select the dial plan that you want to test and click Test.
  3. Select Test Call-Dry Run or Test Call.
  4. Configure the following:

GUI field

Description

Test Call - Dry Run

Run a system outbound dial plan test without making a real phone call.

Destination number

Enter a destination number to call.

From number

Enter the number from which you want to call the destination number. The FortiVoice unit will connect this number with the destination number for the test.

Test

Click to start the dry run test and view the Test result.

Reset

Click to remove the test result in order to start a new test.

Test Call

Test the outbound dial plan by making a real phone call.

Destination number

Enter a destination number to call.

After call is established

Select the FortiVoice action once it calls the destination number:

  • Play welcome message: The FortiVoice unit will play a message to the destination number.
  • Connect test call to number: In the Number field, enter the number from which you want to call the destination number. The FortiVoice unit will connect this number with the destination number to test the trunk.

Test

Click to start the test and view the Test result.

Reset

Click to remove the test result in order to start a new test.

Creating dialed number match

You can create one extension number pattern in your dial plan that matches many different numbers for outbound calls.

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

The FortiVoice unit supports the following pattern-matching syntax:

Pattern-matching syntax

Syntax

Description

X

Matches any single digit from 0 to 9.

Z

Matches any single digit from 1 to 9.

N

Matches any single digit from 2 to 9.

[ ]

Matches any digits in the brackets.

For a range of numbers, use a dash.

Example: [15-7].

In this example, the pattern matches 1, 5, 6, and 7.

.

(period)

Acts as a wildcard that matches any digit and allows for any number of digits to be

dialed.

Example of a pattern matching rule: XX.

In this example, the system looks for a dialed number match that has three or more

digits.

!

(exclamation point)

Acts as a wildcard that matches any digit (including no digits) and allows for any number of digits to be dialed.

Example of a pattern matching rule: XX!

In this example, the system looks for a dialed number match that has two or more digits.

,

; or

(space)

These pattern delimiters allow you to enter multiple pattern strings at a time. For example, you can enter NXXX,6XXXX;[3-5]X

Pattern-matching examples

Pattern

Description

X.

Matches any dialed number.

NXXXXXX

Matches any seven-digit number, as long as the first digit is 2 or higher.

NXXNXXXXXX

Matches any dialed number that has 10 digits.

1NXXNXXXXXX

Matches any dialed number that matches this pattern: 1 + area code (between 200

and 999) + seven-digit number (first digit is 2 or higher).

011.

Matches any number that starts with 011 and has at least one more digit.

XX!

Matches any two or more digits.

To create a dialed number match

  1. Go to Call Routing > Outbound > Outbound.
  2. Click New.
  3. In Dialed Number Match, click New.
  4. Configure the following:

    GUI field

    Description

    Match Pattern

    Enter the number pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan. Click + to add more patterns.

    Modification

    You can manipulate the number patterns you entered.

    Strip

    Enter a number to omit dialing the starting part of a pattern. 0 means no action.

    For example, if your Match Pattern is 9XXX and Strip is 1, you need to dial the full digit 9XXX, but the first digit, in this case 9, will be stripped by the system.

    Prefix

    Add a number before a pattern, such as area code.

    For example, if your Match Pattern is 123XXXX and its area code is 555, you can enter 555 for the Prefix. When you dial a number under this pattern, you do not need to dial the area code 555.

    Postfix

    Add a number after a pattern. The following characters are also acceptable:

    • comma (,)
    • semicolon (;)
    • number sign (#)

    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 you dial a number under this pattern, you do not need to dial the last digit 5.

  5. Click Create.

Configuring call handling actions

Configure the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern.

To configure the call handling action

  1. Go to Call Routing > Outbound > Outbound.
  2. Click New.
  3. In Call Handling, click New.
  4. Configure the following:

    GUI field

    Description

    Call Handling

    Schedule

    Select the FortiVoice operation schedule to implement this plan. Click Edit to modify the selected schedule or click New to configure a new one. For more information on PBX schedule, see Scheduling the FortiVoice unit.

    Action

    Select the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern.

    If you choose Authorize, select the Account code. For more information, see Configuring account codes.

    Outgoing trunk

    Select the trunk for the outbound calls. Click Edit to modify the selected trunk or click New to configure a new one. For more information on trunks, see Configuring trunks.

    Caller ID modification

    Select the caller ID modification configuration. Click Edit to modify the selected configuration or click New to configure a new one. For more information on caller ID modification, see Modifying caller IDs.

    Warning message

    If you select Allow with warning or Deny with warning in the Action field, select the sound file for the warning. Click Edit to modify the selected file or click New to configure a new one. For more information on sound files, see Managing phone audio settings .

    Delay

    Optionally, if you want to discourage certain users for making outbound calls, enter the call delay time in seconds.

  5. Click Create.

Configuring outbound dial plans

Configuring outbound dial plans

The Call Routing > Outbound > Outbound submenu lets you configure dial plans for outgoing calls from the FortiVoice unit.

You can configure dial plans on the FortiVoice unit to route calls made from a FortiVoice extension to an external phone system. The external phone system can be one or more PSTN lines or a VoIP service provider. To route calls to an external phone system, you add dial plan rules that define the extra digits that extension users must dial to call out of the FortiVoice unit. The rules also control how the FortiVoice unit handles these calls including whether to block or allow the call, the destinations the calls are routed to and whether to add digits to the beginning of the dialed number.

For example, if users should be able to dial 911 for emergencies, you should include a dial plan rule that sends all calls that begin with 911 to an external phone system. This rule should also override the default outgoing prefix so that users can dial 911 without having to dial 9 first.

To view the outbound dial plans, go to Call Routing > Outbound > Outbound.

GUI field

Description

Test

Select to test if the dial plan is created successfully.

For more information, see Testing outbound dial plans.

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Pattern

The phone number pattern in the dial plan that matches other numbers. For details, see Dialed Number Match.

Match CID

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

Call handling

The call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern. For details, see Call Handling.

To set up an outbound dial plan

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

    GUI field

    Description

    Enabled

    Select to activate this dial plan.

    Name

    Enter a name for this plan.

    Emergency call

    Select to allow emergency call with this plan. By default, this is selected.

    For information on setting emergency number, see Setting PBX location and contact information.

    Caller ID Match

    Enter the caller ID pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan.

    Click + if you need to enter more caller ID patterns.

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

    Callers with IDs under this pattern are subject to this plan.

    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 dialed numbers matching this pattern will follow this dial plan rule.

    For information on adding a dialed number match, see Creating dialed number match.

    Call Handling

    Click New to configure the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern. For details, see Configuring call handling actions.

  4. Click Create.

Testing outbound dial plans

After you create a dial plan, you can select the dial plan and click Test to see if the dial plan works.

For more information, see Test.

To test an outbound dial plan

  1. Go to Call Routing > Outbound > Outbound.
  2. Select the dial plan that you want to test and click Test.
  3. Select Test Call-Dry Run or Test Call.
  4. Configure the following:

GUI field

Description

Test Call - Dry Run

Run a system outbound dial plan test without making a real phone call.

Destination number

Enter a destination number to call.

From number

Enter the number from which you want to call the destination number. The FortiVoice unit will connect this number with the destination number for the test.

Test

Click to start the dry run test and view the Test result.

Reset

Click to remove the test result in order to start a new test.

Test Call

Test the outbound dial plan by making a real phone call.

Destination number

Enter a destination number to call.

After call is established

Select the FortiVoice action once it calls the destination number:

  • Play welcome message: The FortiVoice unit will play a message to the destination number.
  • Connect test call to number: In the Number field, enter the number from which you want to call the destination number. The FortiVoice unit will connect this number with the destination number to test the trunk.

Test

Click to start the test and view the Test result.

Reset

Click to remove the test result in order to start a new test.

Creating dialed number match

You can create one extension number pattern in your dial plan that matches many different numbers for outbound calls.

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

The FortiVoice unit supports the following pattern-matching syntax:

Pattern-matching syntax

Syntax

Description

X

Matches any single digit from 0 to 9.

Z

Matches any single digit from 1 to 9.

N

Matches any single digit from 2 to 9.

[ ]

Matches any digits in the brackets.

For a range of numbers, use a dash.

Example: [15-7].

In this example, the pattern matches 1, 5, 6, and 7.

.

(period)

Acts as a wildcard that matches any digit and allows for any number of digits to be

dialed.

Example of a pattern matching rule: XX.

In this example, the system looks for a dialed number match that has three or more

digits.

!

(exclamation point)

Acts as a wildcard that matches any digit (including no digits) and allows for any number of digits to be dialed.

Example of a pattern matching rule: XX!

In this example, the system looks for a dialed number match that has two or more digits.

,

; or

(space)

These pattern delimiters allow you to enter multiple pattern strings at a time. For example, you can enter NXXX,6XXXX;[3-5]X

Pattern-matching examples

Pattern

Description

X.

Matches any dialed number.

NXXXXXX

Matches any seven-digit number, as long as the first digit is 2 or higher.

NXXNXXXXXX

Matches any dialed number that has 10 digits.

1NXXNXXXXXX

Matches any dialed number that matches this pattern: 1 + area code (between 200

and 999) + seven-digit number (first digit is 2 or higher).

011.

Matches any number that starts with 011 and has at least one more digit.

XX!

Matches any two or more digits.

To create a dialed number match

  1. Go to Call Routing > Outbound > Outbound.
  2. Click New.
  3. In Dialed Number Match, click New.
  4. Configure the following:

    GUI field

    Description

    Match Pattern

    Enter the number pattern following Pattern-matching syntax and Pattern-matching examples for this dial plan. Click + to add more patterns.

    Modification

    You can manipulate the number patterns you entered.

    Strip

    Enter a number to omit dialing the starting part of a pattern. 0 means no action.

    For example, if your Match Pattern is 9XXX and Strip is 1, you need to dial the full digit 9XXX, but the first digit, in this case 9, will be stripped by the system.

    Prefix

    Add a number before a pattern, such as area code.

    For example, if your Match Pattern is 123XXXX and its area code is 555, you can enter 555 for the Prefix. When you dial a number under this pattern, you do not need to dial the area code 555.

    Postfix

    Add a number after a pattern. The following characters are also acceptable:

    • comma (,)
    • semicolon (;)
    • number sign (#)

    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 you dial a number under this pattern, you do not need to dial the last digit 5.

  5. Click Create.

Configuring call handling actions

Configure the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern.

To configure the call handling action

  1. Go to Call Routing > Outbound > Outbound.
  2. Click New.
  3. In Call Handling, click New.
  4. Configure the following:

    GUI field

    Description

    Call Handling

    Schedule

    Select the FortiVoice operation schedule to implement this plan. Click Edit to modify the selected schedule or click New to configure a new one. For more information on PBX schedule, see Scheduling the FortiVoice unit.

    Action

    Select the call handling action for the numbers matching the configured number pattern and the caller IDs matching the caller ID pattern.

    If you choose Authorize, select the Account code. For more information, see Configuring account codes.

    Outgoing trunk

    Select the trunk for the outbound calls. Click Edit to modify the selected trunk or click New to configure a new one. For more information on trunks, see Configuring trunks.

    Caller ID modification

    Select the caller ID modification configuration. Click Edit to modify the selected configuration or click New to configure a new one. For more information on caller ID modification, see Modifying caller IDs.

    Warning message

    If you select Allow with warning or Deny with warning in the Action field, select the sound file for the warning. Click Edit to modify the selected file or click New to configure a new one. For more information on sound files, see Managing phone audio settings .

    Delay

    Optionally, if you want to discourage certain users for making outbound calls, enter the call delay time in seconds.

  5. Click Create.