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Deployment

Deployment

To deploy a FortiVoice LSG unit in a branch office, review the tasks and perform the procedures in the following workflow:

Caution

If you connect the phones too early in the workflow, you will need to restore the phones to their factory default settings to remove the unassigned phone configuration that was retrieved from the branch office system.

To connect the phones to the network, make sure to follow the workflow in this section. With this workflow, the phones are assigned the correct configuration from the main office system.

Note

Before starting procedures in this guide, make sure to complete the basic setup of the primary and secondary FortiVoice phone systems and connect to the web-based manager of both systems. For more details, see the FortiVoice Phone System Administration Guide.

Task sequence

Description

Procedure

Perform tasks 1 to 5 on the FortiVoice LSG unit at the branch office.

Task 1

Perform the following actions to complete the initial setup of the FortiVoice LSG unit:

  • Physically install the FortiVoice LSG unit.
  • Connect the Ethernet port to your network.
  • Connect an FXO port to the PSTN network. This action does not apply to the FVE-100E, FVE-100F, and FVE-500F (and FVE 1000E which is still supported but has reached its end-of-order [EOO] date).

Task 2

Connect to the web-based manager of the FortiVoice LSG unit.

Connecting to the FortiVoice LSG unit

Task 3

Configure administrator and network settings on the FortiVoice LSG unit.

Configuring administrator and network settings

Task 4

Upgrade the firmware of the FortiVoice LSG unit.

Upgrading the FortiVoice LSG firmware

Task 5

Change the deployment mode from PBX to survivability branch on the FortiVoice LSG unit.

Configuring the deployment mode

Perform tasks 6 to 9 on the FortiVoice phone system at the main office, as applicable.

Task 6

Optionally, configure high availability (HA) on the primary and secondary FortiVoice units at the main office.

Optional - Configuring high availability

Task 7

Add or import branch extensions to the primary FortiVoice phone system at the main office.

Adding or importing branch extensions

Task 8

Add a survivability branch to the FortiVoice phone system at the main office.

Adding a survivability branch

Task 9

Apply the branch configuration from the main office FortiVoice phone system to the FortiVoice LSG unit at the branch office.

Applying the branch configuration

Perform tasks 10 and 11 on the FortiVoice LSG unit at the branch office.

Task 10

Verify that there is a healthy heartbeat between the FortiVoice LSG unit and the FortiVoice phone system.

Verifying the heartbeat status

Task 11

Connect the phones to the network at the branch office.

Connecting the phones to the network

Branch paging (optional)

If you want your FortiVoice LSG deployment to use paging, go to Branch paging.

Deployment

Deployment

To deploy a FortiVoice LSG unit in a branch office, review the tasks and perform the procedures in the following workflow:

Caution

If you connect the phones too early in the workflow, you will need to restore the phones to their factory default settings to remove the unassigned phone configuration that was retrieved from the branch office system.

To connect the phones to the network, make sure to follow the workflow in this section. With this workflow, the phones are assigned the correct configuration from the main office system.

Note

Before starting procedures in this guide, make sure to complete the basic setup of the primary and secondary FortiVoice phone systems and connect to the web-based manager of both systems. For more details, see the FortiVoice Phone System Administration Guide.

Task sequence

Description

Procedure

Perform tasks 1 to 5 on the FortiVoice LSG unit at the branch office.

Task 1

Perform the following actions to complete the initial setup of the FortiVoice LSG unit:

  • Physically install the FortiVoice LSG unit.
  • Connect the Ethernet port to your network.
  • Connect an FXO port to the PSTN network. This action does not apply to the FVE-100E, FVE-100F, and FVE-500F (and FVE 1000E which is still supported but has reached its end-of-order [EOO] date).

Task 2

Connect to the web-based manager of the FortiVoice LSG unit.

Connecting to the FortiVoice LSG unit

Task 3

Configure administrator and network settings on the FortiVoice LSG unit.

Configuring administrator and network settings

Task 4

Upgrade the firmware of the FortiVoice LSG unit.

Upgrading the FortiVoice LSG firmware

Task 5

Change the deployment mode from PBX to survivability branch on the FortiVoice LSG unit.

Configuring the deployment mode

Perform tasks 6 to 9 on the FortiVoice phone system at the main office, as applicable.

Task 6

Optionally, configure high availability (HA) on the primary and secondary FortiVoice units at the main office.

Optional - Configuring high availability

Task 7

Add or import branch extensions to the primary FortiVoice phone system at the main office.

Adding or importing branch extensions

Task 8

Add a survivability branch to the FortiVoice phone system at the main office.

Adding a survivability branch

Task 9

Apply the branch configuration from the main office FortiVoice phone system to the FortiVoice LSG unit at the branch office.

Applying the branch configuration

Perform tasks 10 and 11 on the FortiVoice LSG unit at the branch office.

Task 10

Verify that there is a healthy heartbeat between the FortiVoice LSG unit and the FortiVoice phone system.

Verifying the heartbeat status

Task 11

Connect the phones to the network at the branch office.

Connecting the phones to the network

Branch paging (optional)

If you want your FortiVoice LSG deployment to use paging, go to Branch paging.