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FortiVoice Cookbook
Introduction
Auto dialer
Setting up and starting an auto dialer campaign
Enabling the auto dialer service
Adding contacts
Configuring an audio message
Configuring the auto dialer campaign
Starting an auto dialer campaign
Call center
Call center setup
Creating a call queue
Configuring extension departments
Creating a department administrator profile and account
Skill-based routing
Creating skill sets
Configuring skill levels
Assigning a skill level to an extension
Configuring the call queue
Configuring call handling
Call features
Auto attendant
Configuring the auto attendant
Configuring key actions
Configuring advanced settings (optional)
Call parking
Configuring call parking settings
Configuring call parking on programmable phone keys
Using call parking
Call recording
Recording a phone call
Managing recorded phone calls
Managing the access to phone call recordings
Conference calls
Configuring user conferencing
Configuring administrator conferencing
Recording a conference call
Faxes
Configuring FortiVoice to receive faxes
Configuring FortiVoice to send faxes
Extensions
Auxiliary phone and secondary account
Auto provisioning for FortiFone devices on different subnets
Downloading and editing the CSV file
Importing the CSV file
Configuring HTTP or HTTPS protocol support
Caller ID modification
Caller ID modification hierarchy for normal calls
Caller ID modification hierarchy for emergency calls
FortiVoice Click-to-dial configuration on Google Chrome
Installing FortiVoice Click-to-dial
Configuring FortiVoice Click-to-dial
Using FortiVoice Click-to-dial
Hot desking
Local IP extensions
Configuring extension settings
Configuring notification options
Remote extension configuration
Adding a remote extension
Testing a remote extension
Managing a large number of extensions
Maintaining phones
Managing extensions
Ring group call handling
Filtering the phone directory
Filtering the phone directory by department
Filtering the phone directory by business group
Filtering the phone directory for a survivability branch
High availability
Planning high availability
Configuring high availability on FortiVoice units
Configuring service-based failover
Synchronizing configuration and data in a FortiVoice HA group
Uploading license files on a FortiVoice HA group
Enabling high availability activity logging
Displaying the high availability status
Upgrading the firmware in an HA group
Hotel management
Configuring PMS settings
Configuring hotel management options
Defining minibar codes
Configuring room status
Licensing
Purchasing a FortiVoice product license
Registering a FortiVoice product and downloading the license file
Uploading the license file to FortiVoice
Managed system
Gateway management
FortiVoice units as survivable branches
FortiFone firmware upgrades
Reviewing the current FortiFone firmware
Uploading the FortiFone firmware to FortiVoice
Performing the FortiFone firmware upgrade
Confirming the FortiFone firmware upgrade
Phone system
Emergency numbers
Configuring the emergency number
Configuring an outbound dialplan for emergency calls
Configuring an emergency zone profile
Configuring the emergency caller ID
LDAP authentication configuration for extension users
Creating an LDAP profile
Configuring an LDAP connector
Applying the LDAP profile to an extension
Schedules – best practices
Creating schedules
Configuring call handling with schedules
Phone profiles
Security
Detecting the security risks
Changing the default external access ports
Changing the default passwords
Disabling recommended features
Configuring additional settings
Monitoring and reporting
Softclient
Deployment of FortiFone softclient for mobile
Configuring FortiFone softclient for mobile settings on FortiVoice
Configuring FortiGate for SIP over TLS
Configuring FortiGate for SIP over TCP or UDP
Installing and configuring the FortiFone softclient for mobile
Deployment of FortiFone softclient for desktop
Configuring FortiFone softclient for desktop settings on FortiVoice
Configuring the ICE support
Create virtual IP addresses on FortiGate
Configuring a FortiGate firewall policy for port forwarding
Installing and configuring the FortiFone softclient for desktop
Change Log
Home
FortiVoice 6.4.7
FortiVoice Cookbook
6.4.7
7.0.5
7.0.4
7.0.3
7.0.2
7.0.1
7.0.0
6.4.10
6.4.9
6.4.8
6.4.7
6.4.6
6.4.5
6.4.4
6.4.3
6.4.2
6.4.1
6.4.0
6.0.12
6.0.11
6.0.10
6.0.9
6.0.8
6.0.7
6.0.6
6.0.5
6.0.4
Call features
Call features
This section includes information about the following call features:
Auto attendant
Call parking
Conference calls
Call recording
Faxes
Previous
Next
Call features
Call features
This section includes information about the following call features:
Auto attendant
Call parking
Conference calls
Call recording
Faxes
Previous
Next
Home
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Best Practices
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Cloud
FortiCloud
Public & Private Cloud
Popular Solutions
Secure SD-WAN
Zero Trust Network Access
Secure Access
Next Generation Firewall
Security Fabric
Tele-Working
Multi-Factor Authentication
FortiASIC
Operational Technology
MSSP
4-D Resources
Secure SD-WAN
Zero Trust Network Access
Wireless
Switching
Secure Access Service Edge
Identity and Access Management
Next Generation Firewall
Hardware Guides
FortiAnalyzer
FortiAnalyzer Big-Data
FortiADC
FortiAP / FortiWiFi
FortiAP U-Series
FortiAuthenticator
FortiCache
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FortiGate Public Cloud
FortiGate-5000
FortiGate-6000
FortiGate-7000
FortiGate-as-a-Service
FortiGSLB
FortiGuard Advanced Bot Protection
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FortiInsight
FortiInsight Cloud
FortiIPAM
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FortiIsolator Public Cloud
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FortiMail Cloud
FortiManager
FortiManager Cloud
FortiManager Private Cloud
FortiManager Public Cloud
FortiMonitor
FortiNAC
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FortiNDR
FortiNDR (on-premise) Private Cloud
FortiNDR (on-premise) Public Cloud
FortiNDR Cloud
FortiNDR Cloud Sensors
FortiPAM
FortiPAM Private Cloud
FortiPAM Public Cloud
FortiPhish
FortiPlanner
FortiPolicy
FortiPortal
FortiPortal Public Cloud
FortiPresence
FortiPresence VM
FortiProxy
FortiProxy Private Cloud
FortiProxy Public Cloud
FortiRecon
FortiRecorder
FortiRPS
FortiSandbox
FortiSandbox Cloud
FortiSandbox Private Cloud
FortiSandbox Public Cloud
FortiSASE
FortiScanner
FortiSIEM
FortiSIEM Cloud
FortiSOAR
FortiSOAR Cloud
FortiSRA
FortiSwitch
FortiSwitch Manager
FortiTap
FortiTester
FortiTester Private Cloud
FortiTester Public Cloud
FortiToken
FortiToken Cloud
FortiTrust Identity
FortiVoice
FortiVoice Cloud
FortiVoice Private Cloud
FortiVoice Public Cloud
FortiWAN
FortiWAN Controller
FortiWeb
FortiWeb Cloud
FortiWeb Manager Private Cloud
FortiWeb Manager Public Cloud
FortiWeb Private Cloud
FortiWeb Public Cloud
FortiWLM
FortiZTP
IPS Engine
Lacework FortiCNAPP
Managed FortiGate Service
Overlay-as-a-Service
Security Awareness and Training
SOCaaS
Wireless Controller
Ordering Guides
Download PDF
Table of Contents
Introduction
Auto dialer
Setting up and starting an auto dialer campaign
Enabling the auto dialer service
Adding contacts
Configuring an audio message
Configuring the auto dialer campaign
Starting an auto dialer campaign
Call center
Call center setup
Creating a call queue
Configuring extension departments
Creating a department administrator profile and account
Skill-based routing
Creating skill sets
Configuring skill levels
Assigning a skill level to an extension
Configuring the call queue
Configuring call handling
Call features
Auto attendant
Configuring the auto attendant
Configuring key actions
Configuring advanced settings (optional)
Call parking
Configuring call parking settings
Configuring call parking on programmable phone keys
Using call parking
Call recording
Recording a phone call
Managing recorded phone calls
Managing the access to phone call recordings
Conference calls
Configuring user conferencing
Configuring administrator conferencing
Recording a conference call
Faxes
Configuring FortiVoice to receive faxes
Configuring FortiVoice to send faxes
Extensions
Auxiliary phone and secondary account
Auto provisioning for FortiFone devices on different subnets
Downloading and editing the CSV file
Importing the CSV file
Configuring HTTP or HTTPS protocol support
Caller ID modification
Caller ID modification hierarchy for normal calls
Caller ID modification hierarchy for emergency calls
FortiVoice Click-to-dial configuration on Google Chrome
Installing FortiVoice Click-to-dial
Configuring FortiVoice Click-to-dial
Using FortiVoice Click-to-dial
Hot desking
Local IP extensions
Configuring extension settings
Configuring notification options
Remote extension configuration
Adding a remote extension
Testing a remote extension
Managing a large number of extensions
Maintaining phones
Managing extensions
Ring group call handling
Filtering the phone directory
Filtering the phone directory by department
Filtering the phone directory by business group
Filtering the phone directory for a survivability branch
High availability
Planning high availability
Configuring high availability on FortiVoice units
Configuring service-based failover
Synchronizing configuration and data in a FortiVoice HA group
Uploading license files on a FortiVoice HA group
Enabling high availability activity logging
Displaying the high availability status
Upgrading the firmware in an HA group
Hotel management
Configuring PMS settings
Configuring hotel management options
Defining minibar codes
Configuring room status
Licensing
Purchasing a FortiVoice product license
Registering a FortiVoice product and downloading the license file
Uploading the license file to FortiVoice
Managed system
Gateway management
FortiVoice units as survivable branches
FortiFone firmware upgrades
Reviewing the current FortiFone firmware
Uploading the FortiFone firmware to FortiVoice
Performing the FortiFone firmware upgrade
Confirming the FortiFone firmware upgrade
Phone system
Emergency numbers
Configuring the emergency number
Configuring an outbound dialplan for emergency calls
Configuring an emergency zone profile
Configuring the emergency caller ID
LDAP authentication configuration for extension users
Creating an LDAP profile
Configuring an LDAP connector
Applying the LDAP profile to an extension
Schedules – best practices
Creating schedules
Configuring call handling with schedules
Phone profiles
Security
Detecting the security risks
Changing the default external access ports
Changing the default passwords
Disabling recommended features
Configuring additional settings
Monitoring and reporting
Softclient
Deployment of FortiFone softclient for mobile
Configuring FortiFone softclient for mobile settings on FortiVoice
Configuring FortiGate for SIP over TLS
Configuring FortiGate for SIP over TCP or UDP
Installing and configuring the FortiFone softclient for mobile
Deployment of FortiFone softclient for desktop
Configuring FortiFone softclient for desktop settings on FortiVoice
Configuring the ICE support
Create virtual IP addresses on FortiGate
Configuring a FortiGate firewall policy for port forwarding
Installing and configuring the FortiFone softclient for desktop
Change Log