Configuring hotel management settings

Hotel Management > Setting lets you configure the FortiVoice phone system to interoperate with your PMS, set the room condition codes, and configure guest check-in and check-out actions.

Complete the configuration of your PMS and then configure the hotel management settings on the FortiVoice phone system.

This section covers the PMS protocols, data synchronization, check-in and check-out options, and minibar codes:

• Configuring hotel management settings for the FortiVoice protocol
• Configuring hotel management settings for the Micros protocol
• Configuring hotel management settings for the Comtrol protocol
• Configuring hotel management settings for the Opera Cloud protocol
• Performing a manual data synchronization with the PMS
• Configuring check-in and check-out actions
• Configuring minibar codes for room maids to order room items

Configuring hotel management settings for the FortiVoice protocol

1. Go to Hotel Management > Setting > PMS.
2. Configure the following:

   GUI field	Description
   Enabled	Select to activate the communication with the PMS.
   Protocol	Select FortiVoice. The FortiVoice phone system will use this protocol to communicate with the PMS.
   Port	Enter the port number that connects to the PMS. Note that you need to use an adapter for the FortiVoice-PMS connection. From the port you configured, connect the PMS serial cable to the adapter and then connect the RJ45 cable from the FortiVoice phone system to the adapter.
   Network Setting	Enter the IP address and netmask of the PMS. If the PMS uses serial connection to an adapter, enter the IP address and netmask of the adapter. If you have multiple PMSes, you may enter multiple trusted hosts.

3. Click Apply.

Configuring hotel management settings for the Micros protocol

1. Go to Hotel Management > Setting > PMS.
2. Configure the following:

   GUI field	Description
   Enabled	Select to activate the communication with the PMS.
   Protocol	Select Micros. The FortiVoice phone system will use this protocol to communicate with the PMS.
   Serial connection	Select to connect to the PMS using a serial cable.
   LRC	Select to perform longitudinal redundancy check (LRC).
   Mode	Choose to use the FortiVoice phone system as Server or Client when connecting to the PMS. If it is used as client, enter the server IP address in the Server field.
   Port	Enter the port number that connects to the PMS. Note that you need to use an adapter for the FortiVoice-PMS connection. From the port you configured, connect the PMS serial cable to the adapter and then connect the RJ45 cable from the FortiVoice phone system to the adapter.
   Call billing	Select to activate call billing.
   Enable link establishment	If your PMS device needs the link establishment to exchange data with the FortiVoice phone system, select to activate this function.
   Network Setting	Enter the IP address and netmask of the PMS. If the PMS uses serial connection to an adapter, enter the IP address and netmask of the adapter. If you have multiple PMSes, you may enter multiple trusted hosts.

3. Click Apply.
4. For details about Data Sync, see Performing a manual data synchronization with the PMS.

Configuring hotel management settings for the Comtrol protocol

1. Go to Hotel Management > Setting > PMS.
2. Configure the following:

   GUI field	Description
   Enabled	Select to activate the communication with the PMS.
   Protocol	Select Comtrol. The FortiVoice phone system will use this protocol to communicate with the PMS.
   Mode	Choose to use the FortiVoice phone system as Server or Client when connecting to the PMS. If it is used as client, enter the server IP address in the Server field.
   Port	Enter the port number that connects to the PMS. Note that you need to use an adapter for the FortiVoice-PMS connection. From the port you configured, connect the PMS serial cable to the adapter and then connect the RJ45 cable from the FortiVoice phone system to the adapter.
   Call billing	This option is only available for Micros and Comtrol protocols. Select to activate call billing.
   Network Setting	Enter the IP address and netmask of the PMS. If the PMS uses serial connection to an adapter, enter the IP address and netmask of the adapter. If you have multiple PMSes, you may enter multiple trusted hosts.

3. Click Apply.
4. For details about Data Sync, see Performing a manual data synchronization with the PMS.

Configuring hotel management settings for the Opera Cloud protocol

The Oracle Hospitality Integration Platform (OHIP) uses the Opera Cloud protocol.

Prerequisites

Register an application in Opera Cloud using the Oracle Developer Portal and add an environment. This application acts as middleware to allow FortiVoice and the Opera Cloud server to communicate with each other. For more information about completing the following configurations, see the Oracle Hospitality Integration Platform User Guide:

• Register and manage an application

• Add an environment

To configure hotel management settings for the Opera Cloud protocol

1. Go to Hotel Management > Setting > PMS.
2. Configure the following:

   GUI field	Description
   Enabled	Select to activate the communication with the PMS.
   Protocol	Select Opera Cloud.The FortiVoice phone system will use this protocol to communicate with the PMS.
   URL	Enter the URL of the API gateway for the user acceptance testing (UAT) or production (PROD).
   Client ID	Enter the client ID that you copied from the Opera Cloud Developer Portal for the UAT or PROD.
   Client secret	Enter the client secret that you copied from the Opera Cloud Developer Portal for the UAT or PROD.
   Interface ID	Enter the integration username that you copied from the UAT or PROD.
   Interface key	Enter the integration password that you copied from the UAT or PROD.
   Hotel ID	Enter the hotel ID on which you want to perform actions. For example, obtaining reservation data.
   App key	Enter the application key that you copied from the Opera Cloud Developer Portal for the UAT or PROD.
   Data Monitoring
   Periodic sync status	Select to activate the periodic data synchronization with the Opera Cloud PMS.
   Data sync interval	Set a time interval in minutes to synchronize the data with the Opera Cloud PMS.

3. Click Apply.
4. For details about Data Sync, see Performing a manual data synchronization with the PMS.

Performing a manual data synchronization with the PMS

This function is available when the Protocol setting is Comtrol, Micros, or Opera Cloud.

1. Go to Hotel Management > Setting > PMS.
2. Review the following:

   If you need to perform a manual data synchronization, Fortinet recommends that you perform this action at off-hours because all related operations, such as check-ins and check-outs, are suspended during a data synchronization.

   Data Sync

   To perform an on-demand data synchronization, click this button.

3. When the synchronization is complete, the section shows completion details, such as in the following example:

   

Configuring check-in and check-out actions

1. Go to Hotel Management > Setting > Option.
2. Configure the following:

   GUI field	Description
   Check In Action
   Reset	Set the guest information and room condition to make a room check-in ready. Privilege: Select to enable phone call restriction (internal, local, or long distance) and user privilege (option 1, 2, 3) for the room. If you choose this option, select a Privilege for the room user. For information about setting user privileges, see Configuring user privileges. Guest name: Select to display room number or guest name on the room extension. In the Name field, enter %%NUMBER%% or %%NAME%%. Room condition: Select to clear any condition set for the room.
   Check Out Action
   Reset	Set the guest information and room condition to make a room check-out ready. Privilege: Select to enable phone call restriction (internal, local, or long distance) and user privilege (option 1, 2, 3) for the room. If you choose this option, select a Privilege for the room user. For information about setting user privileges, see Configuring user privileges. Guest name: Select to display room number or guest name on the room extension. In the Name field, enter %%NUMBER%% or %%NAME%%. Room condition: Select to clear any condition set for the room. Voicemail: Select to clear all voicemails for the room extension. Wake-up call: Select to clear all wakeup call setups for the room extension.
   Advanced	Choose the order for room maids to request for room item by phone. You can choose to dial the item code or number first. For example, if you choose to dial code first and want to request for two beers (code 1) and three waters (code 2), you can dial 1*2*2*3. For information about the item code, see Configuring minibar codes for room maids to order room items.

3. Click Apply.

Configuring minibar codes for room maids to order room items

1. Go to Hotel Management > Setting > Minibar Code.
2. Click New.
3. Enter the item name, for example, Beer.
4. Enter the item code, for example, 5.
5. Click Create.

   A room maid can dial the code to order things needed for the room using the room phone. For more information, see Advanced.