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FortiVoice Phone System Administration Guide

Configuring inbound dial plans

Configuring inbound dial plans

The Call Routing > Inbound > Inbound submenu lets you configure dial plans for incoming calls to the FortiVoice unit.

When the FortiVoice unit receives a call, the call is processed according to the inbound dial plan. To process the call, the FortiVoice unit selects the dial plan rule that best matches the dialed number and processes the call using the settings in the dial plan rule. For example, if your main line is 123-4567, you can set a dial plan rule that sends all incoming calls dialing 123-4567 to the auto attendant. Once the auto attendant is reached, the callers can follow the instructions, for instance, to dial an extension.

To view the inbound dial plans, go to Call Routing > Inbound > Inbound.

GUI field

Description

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Call handling

The actions to process the incoming calls with matched dialed numbers and/or caller IDs. For details, see Call Handling.

Handling Description

The specific call handling actions.

From Trunk

The trunks of the incoming calls that are subject to this dial plan.

Match DID

The phone number pattern in your dial plan that matches many different numbers. For details, see Dialed Number Match.

Match CID

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

To set up an inbound dial plan

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

    GUI field

    Description

    Enabled

    Select to activate this dial plan.

    Name

    Enter a name for this plan.

    From Trunk

    Select the trunks of the incoming calls that are subject to this dial plan.

    Click + and select the trunks. Click Close.

    Dialed Number Match

    Note

    If you configure Dial Local Number, FortiVoice ignores this Dialed Number Match setting.

    With dialed number pattern matching, you can create one phone number pattern in your dial plan that matches many different numbers.

    When a called number matches this pattern, FortiVoice follows the dial plan rule that you configure in Call Handling (Endpoint Action or Call Routing).

    Create the number match by following the Pattern-matching syntax and Pattern-matching examples.

    Caller ID Match

    Click New to set the caller ID pattern following the Pattern-matching syntax and Pattern-matching examples for this dial plan, and click Create.

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

    Click Export to open or save the caller ID match file and Import to browse for a caller ID match file.

    Caller IDs under this pattern are subject to this plan.

    Caller ID Modification

    Click + and select one or more caller ID modification configurations. Click Close.

    You can associate multiple caller ID modification configurations with a dial plan. For more information on caller ID modification, see Modifying caller IDs.

    Call Handling

    Select the actions to process the incoming calls with matched dialed numbers and/or caller IDs.

    Action type

    Select the type of action for the plan and configure the actions accordingly.

    Endpoint Action

    Select if you want to send incoming calls to the local destinations according to operation schedules. For example, send calls to the voicemail after business hours.

    To configure this action type:

    1. In Action type, select Endpoint Action.
    2. Click New.
    3. Select the Schedule for the action. For more information on FortiVoice schedule, see Scheduling the FortiVoice unit.
    4. Select an Action for the incoming calls under this plan.
    5. For some actions, you need to enter the extension (such as Go voicemail) or select a profile (such as Play announcement).

    6. Click Create.
    7. If you need more actions for this action type, repeat this procedure.
    8. To avoid schedule conflicts, do not use the same schedule for more than one action.

    Dial Local Number

    Note

    When you configure this Dial Local Number setting, FortiVoice ignores the Dialed Number Match.

    Select this action type if you want to send incoming calls to the local destinations at any time. For example, you can enter 222XXXX as a pattern and strip 222. The FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

    To configure this action type:

    1. In Action type, select Dial Local Number.
    2. Click New.
    3. Add a number pattern in Match Pattern following the Pattern-matching syntax and Pattern-matching examples for this dial plan. Repeat to add more patterns.
    4. For Strip, enter a number to omit dialing the starting part of a pattern. 0 means no action.
    5. For example, if your Match Pattern is 222XXXX and Strip is 3, the FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

    6. For Prefix, add a number before a pattern.
    7. 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 beginning, you can enter 5 for the Prefix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 before the number.

    8. For Postfix, add a number after a pattern.
    9. 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 an incoming call matches the pattern, the FortiVoice unit will add a 5 after the number.

    10. Click Create.

    Call Routing

    Select if you want to route incoming calls from the FortiVoice unit to an external phone system using an outbound dial plan.

    To configure this action type:

    1. In Action type, select Call Routing.
    2. You can choose to enable the Retain original caller ID.
    3. Click + to select the available outbound dial plans. This means that the FortiVoice unit will route incoming calls to an external phone system using the selected outbound dial plans. For details, see Configuring outbound dial plans.
  4. Click Create.

Configuring inbound dial plans

The Call Routing > Inbound > Inbound submenu lets you configure dial plans for incoming calls to the FortiVoice unit.

When the FortiVoice unit receives a call, the call is processed according to the inbound dial plan. To process the call, the FortiVoice unit selects the dial plan rule that best matches the dialed number and processes the call using the settings in the dial plan rule. For example, if your main line is 123-4567, you can set a dial plan rule that sends all incoming calls dialing 123-4567 to the auto attendant. Once the auto attendant is reached, the callers can follow the instructions, for instance, to dial an extension.

To view the inbound dial plans, go to Call Routing > Inbound > Inbound.

GUI field

Description

Enabled

Select to activate this dial plan.

Name

The name of the dial plan.

Call handling

The actions to process the incoming calls with matched dialed numbers and/or caller IDs. For details, see Call Handling.

Handling Description

The specific call handling actions.

From Trunk

The trunks of the incoming calls that are subject to this dial plan.

Match DID

The phone number pattern in your dial plan that matches many different numbers. For details, see Dialed Number Match.

Match CID

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

To set up an inbound dial plan

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

    GUI field

    Description

    Enabled

    Select to activate this dial plan.

    Name

    Enter a name for this plan.

    From Trunk

    Select the trunks of the incoming calls that are subject to this dial plan.

    Click + and select the trunks. Click Close.

    Dialed Number Match

    Note

    If you configure Dial Local Number, FortiVoice ignores this Dialed Number Match setting.

    With dialed number pattern matching, you can create one phone number pattern in your dial plan that matches many different numbers.

    When a called number matches this pattern, FortiVoice follows the dial plan rule that you configure in Call Handling (Endpoint Action or Call Routing).

    Create the number match by following the Pattern-matching syntax and Pattern-matching examples.

    Caller ID Match

    Click New to set the caller ID pattern following the Pattern-matching syntax and Pattern-matching examples for this dial plan, and click Create.

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

    Click Export to open or save the caller ID match file and Import to browse for a caller ID match file.

    Caller IDs under this pattern are subject to this plan.

    Caller ID Modification

    Click + and select one or more caller ID modification configurations. Click Close.

    You can associate multiple caller ID modification configurations with a dial plan. For more information on caller ID modification, see Modifying caller IDs.

    Call Handling

    Select the actions to process the incoming calls with matched dialed numbers and/or caller IDs.

    Action type

    Select the type of action for the plan and configure the actions accordingly.

    Endpoint Action

    Select if you want to send incoming calls to the local destinations according to operation schedules. For example, send calls to the voicemail after business hours.

    To configure this action type:

    1. In Action type, select Endpoint Action.
    2. Click New.
    3. Select the Schedule for the action. For more information on FortiVoice schedule, see Scheduling the FortiVoice unit.
    4. Select an Action for the incoming calls under this plan.
    5. For some actions, you need to enter the extension (such as Go voicemail) or select a profile (such as Play announcement).

    6. Click Create.
    7. If you need more actions for this action type, repeat this procedure.
    8. To avoid schedule conflicts, do not use the same schedule for more than one action.

    Dial Local Number

    Note

    When you configure this Dial Local Number setting, FortiVoice ignores the Dialed Number Match.

    Select this action type if you want to send incoming calls to the local destinations at any time. For example, you can enter 222XXXX as a pattern and strip 222. The FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

    To configure this action type:

    1. In Action type, select Dial Local Number.
    2. Click New.
    3. Add a number pattern in Match Pattern following the Pattern-matching syntax and Pattern-matching examples for this dial plan. Repeat to add more patterns.
    4. For Strip, enter a number to omit dialing the starting part of a pattern. 0 means no action.
    5. For example, if your Match Pattern is 222XXXX and Strip is 3, the FortiVoice unit will only dial the last four digits for all called numbers matching the pattern.

    6. For Prefix, add a number before a pattern.
    7. 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 beginning, you can enter 5 for the Prefix. When an incoming call matches the pattern, the FortiVoice unit will add a 5 before the number.

    8. For Postfix, add a number after a pattern.
    9. 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 an incoming call matches the pattern, the FortiVoice unit will add a 5 after the number.

    10. Click Create.

    Call Routing

    Select if you want to route incoming calls from the FortiVoice unit to an external phone system using an outbound dial plan.

    To configure this action type:

    1. In Action type, select Call Routing.
    2. You can choose to enable the Retain original caller ID.
    3. Click + to select the available outbound dial plans. This means that the FortiVoice unit will route incoming calls to an external phone system using the selected outbound dial plans. For details, see Configuring outbound dial plans.
  4. Click Create.