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FortiVoice Phone System Administration Guide

Viewing the dashboard

Viewing the dashboard

Dashboard > Status displays first after you log in to the FortiVoice GUI. It contains a dashboard with widgets that each indicate performance level or other statistics.

By default, widgets display the serial number and current system status of the FortiVoice unit, including uptime, system resource usage, license information, service status, firmware version, system time, and statistics history.

To view the dashboard, go to Dashboard > Status.

This section includes the following topics:

See also Navigating the FortiVoice GUI.

Customizing the dashboard

The dashboard is customizable. You can select which widgets to display, where they are located on the tab, and whether they are minimized or maximized.

To move a widget, position your mouse cursor on the widget’s title bar, then click and drag the widget to its new location.

To show or hide a widget, click Manage Widget and then select the widgets you want displayed on the Dashboard. If the widget is greyed out, the widget will not display. Select Apply when you have made your selections.

To reset the dashboard to its default view, click Reset Widget.

Options vary slightly from widget to widget, but always include options to refresh, minimize, maximize, and close the widget.

System Information widget

The Dashboard > Status > System Information widget displays the serial number and basic system statuses such as the firmware version, system time, and up time.

In addition to displaying basic system information, the System Information widget lets you change the firmware. To change the firmware, click Update for Firmware version. For more information, see Managing the firmware.

Depending on your FortiVoice model, you may see Deployment mode. Your choices are the following:

  • PBX: Select to assign the PBX function to your FortiVoice model.
  • Survivability Branch: Select to assign the survivability branch function to your FortiVoice model and provide resiliency in a centralized multi-site network deployment. For more details about survivability branches, see the FortiVoice Local Survivable Gateway Deployment Guide.

The number of phones that are auto discovered but have not been assigned extensions are also displayed. If this number is abnormally high, it may mean the FortiVoice unit is under MAC address flooding attack and its performance will be compromised. You can remove the phones.

License Information widget

The Dashboard > Status > License Information widget displays the following details:

  • VM license with last queried license statuses for the number of extensions supported, if you use a FortiVoice VM
  • Hotel management, if you have purchased this option
  • Call center, if you have purchased this option
  • Softclient (For information about configuring the FortiVoice phone system and FortiGate to use the FortiFone softclient as a remote SIP client, see the Softclient for mobile and desktop section in the FortiVoice Cookbook.)
  • Active and expired entitlements
    • Unified communication
    • Enhanced call center
  • FortiCloud activation to manage the FortiVoice remote access

Depending on the license you have purchased, when you first access the FortiVoice GUI, you need to upload the license to enable the functions you need. For information about purchasing, registering, and uploading a license, see the Licensing section in the FortiVoice Cookbook.

This section includes the following topics:

Uploading a license file

  1. Place the license file on your management computer.
  2. Go to Dashboard > Status.
  3. In the License Information widget, click Update License.
  4. Browse for the license (.lic) file.
  5. Select the file, and click Open.
  6. To confirm the upload, click Yes.

FortiCloud access

FortiCloud provides single-pane of glass management for your Fortinet products, including your FortiVoice phone systems (hardware appliances and virtual machines). With FortiCloud enabled on your FortiVoice, remote management becomes easy and convenient because you don’t have to remember various IP addresses or fully qualified domain names (FQDN) to access your FortiVoice.

For this task, complete the following sections:

Enabling FortiCloud access for FortiVoice

Before you begin

  • Make sure that you have your login credentials for your FortiCloud account. You will need them to complete the steps in this section. If you need to register for an account, go to the Fortinet Support website. For FortiCloud account details, see the New Account Onboarding document in FortiCloud Account Services.

  • After purchasing your FortiVoice unit, complete the FortiVoice product registration at the Fortinet Support website. For details, see Registering your Fortinet product.

  • If you have deployed a FortiVoice VM, upload the VM license. For details, see Uploading a license file.

To enable FortiCloud access

  1. In FortiVoice, go to Dashboard > Status.
  2. In the License Information widget, go to FortiCloud and click Activate.

  3. Enter the Email and Password associated with your FortiCloud account.
  4. Click OK.

    FortiCloud shows Activated.

  5. In the License Information widget, go to Cloud Management and make sure that it displays Enabled.
  6. If Cloud Management shows Disabled:
    1. Click Configure.

    2. Enable Cloud Management.
    3. Click OK.

      Cloud Management shows Enabled.

  7. Continue with Accessing FortiVoice from FortiCloud.
Accessing FortiVoice from FortiCloud

Before you begin

To access FortiVoice from FortiCloud

  1. Go to the Fortinet Support website.
  2. Click Login Now.

    The FortiCloud login page displays.

  3. Enter the Email and Password associated with your FortiCloud account.
  4. Click Log in.
  5. Go to Asset Management > Products > Product List.

  6. In the Serial Number column, click the FortiVoice instance that you want to access.

  7. Scroll down to Manage Cloud Services and click Remote Access.

  8. If your web browser asks you to select a certificate, click OK.

    The FortiVoice login dialog displays.

  9. Enter the Name and Password associated with the FortiVoice admin account.
  10. Click Log In.

    The FortiVoice GUI page opens.

  11. You can start managing your FortiVoice through FortiCloud which works exactly like managing FortiVoice directly.

System Resource widget

The Dashboard > Status > System Resource widget displays the CPU, memory, and disk space usage. It also displays the system load and current number of IP sessions.

The system resources history can also be viewed in this widget by clicking History. The system resources history contains four graphs. Each graph displays readings of one of the system resources: CPU, memory, IP sessions, and network bandwidth usage. Each graph is divided by a grid.

If there are any mismatched phones under Generic phones > Mismatched, you can click View to display them. For detailed information, see Viewing mismatched phones.

Statistics History widget

The Dashboard > Status > Statistics History widget contains charts that summarize the number of calls in each time period that the FortiVoice unit recorded.

See also Viewing Call Statistics.

Service Status widget

The Dashboard > Status > Service Status widget displays the number of current calls, extension status, trunk status, and device connection status.

Recent Call widget

The Dashboard > Status > Recent Call widget displays the calls processed by the FortiVoice unit, including phone numbers, call directions, call starting time and duration, and call status.

The maximum call records shown is 8.

Viewing the dashboard

Viewing the dashboard

Dashboard > Status displays first after you log in to the FortiVoice GUI. It contains a dashboard with widgets that each indicate performance level or other statistics.

By default, widgets display the serial number and current system status of the FortiVoice unit, including uptime, system resource usage, license information, service status, firmware version, system time, and statistics history.

To view the dashboard, go to Dashboard > Status.

This section includes the following topics:

See also Navigating the FortiVoice GUI.

Customizing the dashboard

The dashboard is customizable. You can select which widgets to display, where they are located on the tab, and whether they are minimized or maximized.

To move a widget, position your mouse cursor on the widget’s title bar, then click and drag the widget to its new location.

To show or hide a widget, click Manage Widget and then select the widgets you want displayed on the Dashboard. If the widget is greyed out, the widget will not display. Select Apply when you have made your selections.

To reset the dashboard to its default view, click Reset Widget.

Options vary slightly from widget to widget, but always include options to refresh, minimize, maximize, and close the widget.

System Information widget

The Dashboard > Status > System Information widget displays the serial number and basic system statuses such as the firmware version, system time, and up time.

In addition to displaying basic system information, the System Information widget lets you change the firmware. To change the firmware, click Update for Firmware version. For more information, see Managing the firmware.

Depending on your FortiVoice model, you may see Deployment mode. Your choices are the following:

  • PBX: Select to assign the PBX function to your FortiVoice model.
  • Survivability Branch: Select to assign the survivability branch function to your FortiVoice model and provide resiliency in a centralized multi-site network deployment. For more details about survivability branches, see the FortiVoice Local Survivable Gateway Deployment Guide.

The number of phones that are auto discovered but have not been assigned extensions are also displayed. If this number is abnormally high, it may mean the FortiVoice unit is under MAC address flooding attack and its performance will be compromised. You can remove the phones.

License Information widget

The Dashboard > Status > License Information widget displays the following details:

  • VM license with last queried license statuses for the number of extensions supported, if you use a FortiVoice VM
  • Hotel management, if you have purchased this option
  • Call center, if you have purchased this option
  • Softclient (For information about configuring the FortiVoice phone system and FortiGate to use the FortiFone softclient as a remote SIP client, see the Softclient for mobile and desktop section in the FortiVoice Cookbook.)
  • Active and expired entitlements
    • Unified communication
    • Enhanced call center
  • FortiCloud activation to manage the FortiVoice remote access

Depending on the license you have purchased, when you first access the FortiVoice GUI, you need to upload the license to enable the functions you need. For information about purchasing, registering, and uploading a license, see the Licensing section in the FortiVoice Cookbook.

This section includes the following topics:

Uploading a license file

  1. Place the license file on your management computer.
  2. Go to Dashboard > Status.
  3. In the License Information widget, click Update License.
  4. Browse for the license (.lic) file.
  5. Select the file, and click Open.
  6. To confirm the upload, click Yes.

FortiCloud access

FortiCloud provides single-pane of glass management for your Fortinet products, including your FortiVoice phone systems (hardware appliances and virtual machines). With FortiCloud enabled on your FortiVoice, remote management becomes easy and convenient because you don’t have to remember various IP addresses or fully qualified domain names (FQDN) to access your FortiVoice.

For this task, complete the following sections:

Enabling FortiCloud access for FortiVoice

Before you begin

  • Make sure that you have your login credentials for your FortiCloud account. You will need them to complete the steps in this section. If you need to register for an account, go to the Fortinet Support website. For FortiCloud account details, see the New Account Onboarding document in FortiCloud Account Services.

  • After purchasing your FortiVoice unit, complete the FortiVoice product registration at the Fortinet Support website. For details, see Registering your Fortinet product.

  • If you have deployed a FortiVoice VM, upload the VM license. For details, see Uploading a license file.

To enable FortiCloud access

  1. In FortiVoice, go to Dashboard > Status.
  2. In the License Information widget, go to FortiCloud and click Activate.

  3. Enter the Email and Password associated with your FortiCloud account.
  4. Click OK.

    FortiCloud shows Activated.

  5. In the License Information widget, go to Cloud Management and make sure that it displays Enabled.
  6. If Cloud Management shows Disabled:
    1. Click Configure.

    2. Enable Cloud Management.
    3. Click OK.

      Cloud Management shows Enabled.

  7. Continue with Accessing FortiVoice from FortiCloud.
Accessing FortiVoice from FortiCloud

Before you begin

To access FortiVoice from FortiCloud

  1. Go to the Fortinet Support website.
  2. Click Login Now.

    The FortiCloud login page displays.

  3. Enter the Email and Password associated with your FortiCloud account.
  4. Click Log in.
  5. Go to Asset Management > Products > Product List.

  6. In the Serial Number column, click the FortiVoice instance that you want to access.

  7. Scroll down to Manage Cloud Services and click Remote Access.

  8. If your web browser asks you to select a certificate, click OK.

    The FortiVoice login dialog displays.

  9. Enter the Name and Password associated with the FortiVoice admin account.
  10. Click Log In.

    The FortiVoice GUI page opens.

  11. You can start managing your FortiVoice through FortiCloud which works exactly like managing FortiVoice directly.

System Resource widget

The Dashboard > Status > System Resource widget displays the CPU, memory, and disk space usage. It also displays the system load and current number of IP sessions.

The system resources history can also be viewed in this widget by clicking History. The system resources history contains four graphs. Each graph displays readings of one of the system resources: CPU, memory, IP sessions, and network bandwidth usage. Each graph is divided by a grid.

If there are any mismatched phones under Generic phones > Mismatched, you can click View to display them. For detailed information, see Viewing mismatched phones.

Statistics History widget

The Dashboard > Status > Statistics History widget contains charts that summarize the number of calls in each time period that the FortiVoice unit recorded.

See also Viewing Call Statistics.

Service Status widget

The Dashboard > Status > Service Status widget displays the number of current calls, extension status, trunk status, and device connection status.

Recent Call widget

The Dashboard > Status > Recent Call widget displays the calls processed by the FortiVoice unit, including phone numbers, call directions, call starting time and duration, and call status.

The maximum call records shown is 8.