Working with FortiVoice profiles
The Phone System > Profile tab lets you create user privileges and SIP profiles for configuring extensions and SIP trunks. It also allows you to modify caller IDs, schedule the FortiVoice unit, and configure phone profiles.
This topic includes:
- Configuring SIP profiles
- Modifying caller IDs
- Configuring phone profiles
- Configuring programmable keys profiles
- Configuring RADIUS authentication profiles
- Configuring user privileges
- Configuring emergency zone profiles
- Scheduling the FortiVoice unit
Configuring SIP profiles
Configure the common SIP settings that can be applied to every SIP trunk and SIP device in your network.
Communicate with your VoIP service provider because the profile settings are subject to the capabilities of the VoIP service provider. For example, if some of your features and codecs are not supported by your VoIP service provider, they will not work even if they are enabled or selected in the SIP profile. |
The default SIP profiles can be edited but cannot be deleted.
For information about extensions, see Configuring extensions.
For information about SIP trunks, see Configuring trunks.
To configure a SIP profile
- Go to Phone System > Profile > SIP and click New.
- Select the SIP profile type.
- Configure the following:
GUI field
Description
Name
Enter a name for this profile.
DTMF
Select the dual-tone multi-frequency (DTMF) method used by the VoIP provider. Options are RFC2833, Inband, and Info.
Keep alive
Enter the time interval in seconds for the FortiVoice unit to talk to the SIP server of your service provider to keep the connectivity and check its capability.
0 means no checking by the FortiVoice unit.NAT
Select if the VoIP service provider supports SIP NAT translation.
T.38
Select if the VoIP service provider supports fax over VoIP network. This option is not available for every profile type.
Registration interval
To keep the extensions' registration status with the FortiVoice unit, keep the default value of extension registration time interval or enter the value in seconds as required by the FortiVoice unit.
The default is 1800. The range is from 10 to 28800.
For details about the priority of this setting, see Understanding the priority of extension registration and subscription interval settings .
Subscription interval
To keep the extensions’ subscription status with the FortiVoice unit, keep the default value of extension subscription time interval or enter the value in minutes as required by the FortiVoice unit.
The default is 60. The range is from 10 to 1440.
For details about the priority of this setting, see Understanding the priority of extension registration and subscription interval settings .
Transport
Transport: SIP commonly uses TCP or UDP port 5060 and/or 5061. Port 5060 is used for non-encrypted SIP signaling sessions and port 5061 is typically used for SIP sessions encrypted with Transport Layer Security (TLS).
Enable the protocols as required.
This option, if applied to a user, overrides the system-wide transport settings. For more information, see Configuring SIP settings.
The Zycoo X10 SIP Paging Gateway does not support secure RTP.
Secure RTP: Select to provide encryption, message authentication and integrity, and replay protection to the FortiVoice Real-time Transport Protocol data. This option is not available for every profile type.
Codec
Select the codecs supported by the VoIP service provider. Among the selected ones, choose the preferred one for the VoIP provider. The preferred codec is usually the most used one in your area and provides the best quality of communication.
If your preferred codec is different from that of your VoIP service provider, the service provider’s codec will be used as long as it is one of your supported codecs.
- Click Create.
Understanding the priority of extension registration and subscription interval settings
As there are multiple areas where you can modify the extension registration and subscription intervals within the FortiVoice UI, the following table shows the available setting options from the highest priority (1) to the lowest priority (3).
For example, if you configure the registration and subscription intervals using a SIP profile (priority 1) and survivability branch (priority 2), the FortiVoice unit uses the settings in the SIP profile because this option has a higher priority.
Priority |
GUI path |
Setting |
---|---|---|
1 |
Phone System > Profile > SIP |
For more details about the settings, see Configuring SIP profiles. |
2 |
Managed System > Survivability > Survivability Branch > Survivability |
For more details about the settings, see the FortiVoice Local Survivable Gateway Deployment Guide. |
3 |
System > Advanced > SIP |
For more details about the settings, see Configuring SIP settings. |
Modifying caller IDs
You can change the phone number, caller’s name, or both that will appear on the destination phone.
Caller ID modifications are used when configuring dial plans. For more information, see Configuring call routing.
To modify a caller ID
- Go to Phone System > Profile > Caller ID Modification.
- Click New and configure the following:
GUI field
Description
Name
Enter the name for this caller ID modification record.
Match number
Enter the extension number or number pattern you want to modify.
For example, you can enter 8134 to modify a single extension, or 81xx to modify all the four-digit numbers starting with 81.
Number Modification
If you have entered a number or number pattern in Match number field, configure the following values to modify it:
- Strip: Enter a number to hide the starting part of an extension from displaying. 0 means no action. For example, if your Match number is 8134 and Strip is 2, only 34 will be displayed as caller ID.
- Truncate: Enter a number to hide the ending part of an extension from displaying. 0 means no action. For example, if your Match number is 8134 and Truncate is 2, only 81 will be displayed as caller ID.
- Prefix: Add a number or plus sign (+) before an extension. You can enter 15 digits or less. For example, if your Match number is 8134 and Prefix is 5, the caller ID will be 58134.
- Postfix: Add a number after an extension. For example, if your Match number is 8134 and Postfix is 5, the caller ID will be 81345.
Match option
Select the way to match a call with caller name and number in order to modify call number or caller ID.
- Match Number or Name: If the number is matched, modifications will be done based on Number Modification configuration. If the name is matched, modifications will be done based on Map to new caller ID name configuration.
- Match Number then Name: If the number is matched, modifications will be done based on Number Modification configuration. If both the number and name are matched, modifications will be done based on Map to new caller ID name configuration.
- Match Name then Number: If the Name is matched, modification will be done based on Map to new caller ID name configuration. If both the name and number are matched, modifications will be done based on Number Modification configuration.
- Match Number and Name: If both the number and name are matched, modifications will be done based on Number Modification and Map to new caller ID name configurations.
Match caller ID name
Enter the caller ID that you want to map to another one.
Caller IDs are created when configuring SIP extensions. See Configuring IP extensions.
Map to new caller ID name
Enter the new caller ID name that you want to map to the one entered in the Match caller ID name field.
Block caller ID
Select to stop your caller ID from displaying on the destination phone.
- Click Create.
Mapping a group of extensions to a caller ID name
If you want to map a group of extensions to a caller ID name, you can use the pattern for the extensions to do so.
For example, if you have a technical support team that has 10 extensions (8100-8110), instead of displaying each extension when making calls, you can just display one caller ID name “Support” for the whole team.
To map a group of extensions to a caller ID name
- Go to Phone System > Profile > Caller ID Modification.
- Click New.
- In the Match number field, enter the pattern of the extensions, such as 81xx.
- In the Match option field, select Match Number or Name.
- In the Map to new caller ID name field, enter the caller ID name to which you want to map, such as “Support”.
- Click Create.
Configuring phone profiles
Phone profiles contain the phone configurations that are mostly used and customized, such as the programmable phone keys. Phone profiles make extension configuration more flexible because phone users are allowed to choose the profile they want. In addition, any changes the administrator makes to a profile is automatically applied to the extensions that use the profile. For more information, see Configuring IP extensions.
The phone profiles configured here appear as Admin defined profiles when you configure an SIP extension.
You cannot delete a default phone profile.
To view the list of phone profiles
- Go to Phone System > Profile > Phone.
- You can review the Name, Phone Model, and Description of the phone profiles.
- The last column (Referenced) indicates if a phone profile is used by an extension.
- A green dot means that at least one extension uses the phone profile.
- A gray dot means that none of the extensions use the phone profile.
To configure a phone profile
- Go to Phone System > Profile > Phone.
- Click New and configure the following:
GUI field
Description
Name
Enter a name for the profile.
Phone model
Select a phone model for the profile.
Time format
Select the time display format on the phone.
North American: mm/dd/yyyy
International: dd/mm/yyyy
Phone book
Select Local only to include the phone directory on this FortiVoice unit, and Global to include the phone directories of any remote FortiVoice units connected to this unit.
For information about phone directories, see Creating contacts.
Phone language
Select the language display on the phone.
Description
Enter any notes you have for this profile.
VLAN
You may need to deploy phones using the existing IT infrastructure which only has one network drop for each employee. The network switch supports 802.1Q VLAN tagging and LLDP-MED. Some phones such as FortiFone phones have two network ports: LAN and PC. The recommended solution is to connect FortiFone phones to the switch using LAN port and connect the computer to the PC port of FortiFone phones. VLAN tag needs to be enabled to segregate FortiFone voice network and PC data network.
Option
If you select Manual, configure the following:
Enable VLAN tagging for voice: Select to enable VLAN tagging to segregate FortiFone voice network and PC data network.
Voice VLAN ID: Enter your organization’s VLAN ID for voice.
Priority for voice: Enter the traffic service level recommended by the IEEE. Each number represents a traffic type. The range is from 0-7, with 7 being the highest.
- 0: Background
- 1: Best Effort
- 2: Excellent Effort
- 3: Critical Applications
- 4: Video, < 100 ms latency and jitter
- 5: Voice, < 10 ms latency and jitter
- 6: Internetwork Control
- 7: Network Control
Enable VLAN tagging for data: Select to enable VLAN tagging to segregate PC data network and FortiFone voice network.
Data VLAN ID: Enter your organization’s VLAN ID for data.
Priority for data: Enter the traffic service level recommended by the IEEE. Each number represents a traffic type. The range is from 0 to 7, with 7 being the highest.
- 0: Background
- 1: Best Effort
- 2: Excellent Effort
- 3: Critical Applications
- 4: Video, < 100 ms latency and jitter
- 5: Voice, < 10 ms latency and jitter
- 6: Internetwork Control
- 7: Network Control
If you select LLDP (Link Layer Discovery Protocol), the FortiVoice unit automatically generates the configuration file. You need to enable LLDP support on your network switch.
Enable LLDP transmit status: Enable or disable the LLDP transmit status to allow listening or learning LLDP-MED from the switch only. This option applies to FortiFone FON-175, 375 ,475, 575, 670, 675, H25, and H35.
Display option
Select what to display on the extension: the extension user’s name only or name and number.
Digit map pause timer
Enter the digit map timeout in seconds which defines the waiting time between the completion of dialing number entering and initiating the call.
For example, if you enter 5 and use the default digit map syntax, the phone will initiate a call 5 seconds after you finish entering the dialing number.
Intercom barge
If you select FortiFone FON-175, 375, or 475 for Phone model, you can enable intercom barge to allow intercom drop-in in a phone conversation.
Screensaver timer
Select the screen saver time for the phone model you selected. This option varies for different phone models and is not available for all phone models.
Button transparency
Select the percentage of phone buttons’ background color transparency.
This option does not apply to all models.
Backlight time
Set the phone backlight time to illuminate the screen in low light conditions.
Hangup delay
Set the delay time to disconnect calls after hanging up.
This option does not apply to all models.
Popup missed call
Enable if required.
This option does not apply to all models.
Keep alive
Enter a value for FortiFone to send a packet to the FortiVoice unit at the interval of the entered keep alive value to keep the firewall ports open at all time. This is to ensure that calls are not missed due to the registration time change for external IP extensions.
For example, if you enter 40, FortiFone will send a 2 byte packet every 40 seconds to keep the firewall ports open.
This option does not apply to all models.
External keep alive
This option is available when you select FortiFone FON-x80 for Phone model.
For external FortiFone FON-x80 extensions, the default keep alive option is 40 seconds. This is to ensure that calls are not missed due to the registration time change for external IP extensions.
DST type
Set the daylight saving time (DST) for the phone. This option does not apply to all models.
- Disabled: DST on the phone is disabled.
- Automatic: DST on the phone is automatically set based on your location.
Appearance Transfer
Choose the call transfer mode for the extension appearance programmable key of FortiFone FON-x80 phones.
The default is Blind.
- Blind: Allows you to transfer a call without speaking to the person receiving the transfer.
- Attended: Allows you to announce the call to the person receiving the transfer before completing the transfer.
For information about extension appearance programmable keys, see Configuring programmable keys profiles.
Registration retry interval
This option applies to FON-x80/x80B phones only.
Select the setting to specify the time interval for sending another registration retry after a phone registration failure:
- Phone Defined: The phone resends another registration retry using its own default value. This default value is not visible to the user or administrator.
- Automatic: The phone resends another registration retry and adjusts the interval dynamically.
- Custom: Select the number of seconds for sending another registration retry. The range is from 120 to 600 seconds.
Use pound(#) as dial or send key
Select to enable this option.
If you enable this option, users can use the pound key (#) to invoke dialing. For example, when the user presses 19001#, the phone calls extension 19001.
If you disable this option, users can use the pound key (#) as a phone number prefix such as #19002.
This option does not apply to all models.
Call Busy Tone
This option is enabled by default.
This option applies to FON-x80/x80B phones only.
- When this option is enabled and the caller's phone receives a busy signal, the phone plays a busy tone, and the screen displays "Busy".
- If you disable this option and the caller's phone receives a busy signal, the phone displays the main screen instead of playing a busy tone.
TCP auto switch
This option applies to FON-x80/x80B phones only.
If the phone uses TCP, this option does not have any impact on sending SIP requests.
If the phone uses UDP and you enable this option, you allow the phone to send SIP requests that are larger than 1300 bytes using TCP. However, this switch is not permanent meaning that the phone will use UDP to send any subsequent SIP requests that are 1300 bytes or smaller.
Call Waiting Tone
This option applies to FON-x80/x80B phones only.
Select to enable this call waiting tone option.
To allow the phone to use this option, you need to also enable Call waiting on the extension (see Setting extension user preferences).
- If you enable this option, the following behavior applies:
When a second incoming call comes in while the phone user is already on a call, the phone displays the new call information about the screen and plays a beep (call waiting tone).
- If you disable this option, the following behavior applies:
When a second incoming call comes in while the phone user is already on a call, the phone displays the new call information about the screen but does not play a beep (call waiting tone).
Phone Image Setting
Background image
This option allows you to change the background image on a FortiFone FON-x80 phone.
This option only appears when you edit a phone profile.
Click Change to upload the image. Click Reset to restore the default image setting.
File requirements for a background image:
- Supported format: jpg
- Supported sizes (width x height):
- FON-280B: 320 x 240 pixels
- FON-380/380B: 480 x 320 pixels
- FON-480/480B: 480 x 272 pixels
- FON-580/580B: 480 x 272 pixels
Hotel
If you select FortiFone FON-H35 for Phone model, enter the hotel contact information and instructions on how to dial rooms, local, long distance, and international number.
You may also select the font color for the call display.
Soft Button In Idle Status
Optionally, enable the 4 soft buttons and make them functional in idle status.
This option does not apply to all models.
Phone Password
Enter a password for the phone users to access their phone web GUIs and configure the advanced settings on the phones. This only applies to the supported phones.
- Click Create.
Configuring programmable keys profiles
The Programmable Keys submenu lets you configure the programmable keys for FortiFone phones. For FortiFone phones with expansion modules or multiple key pages, you can select the module or page to program the keys.
After a programmable keys profile is applied to an extension, the keypad programming is always the same regardless of the phone for the extension.
To configure a programmable keys profile
- Go to Phone System > Profile > Programmable Keys.
- Click New.
- Enter the profile name, select a phone type, enter any notes you have for the profile, and click Create.
- Double-click the profile you created and configure the following:
GUI field
Description
Provisioning lines
Select the phone lines you want to reserve. For example, if you select 2 for this phone, number 1 and 2 on the keypad become reserved for phone lines.
Number of expanded modules
Select the number of expanded modules for the keypad.
This option only appears for certain FortiFone models.
Number of pages to be used on this phone
Select the number of pages for the keypad.
This option only appears for certain FortiFone models.
Base/Page/Expanded Module
Fields display depending on the phone model.
Option
The keypad number of the phone.
Mode
- User: Allows the user to set a programmable key using the FortiVoice user portal and endpoints (FortiFone desk phone and FortiFone softclient for desktop).
- Admin (with User Assigned function): Allows the user to set a programmable key using a FortiFone desk phone.
- Admin: Allows you to set a programmable key with a function, resource and label, as applicable. The user cannot make changes to that programmable key.
Function
Select the function assigned to this key.
Resource
For some functions, you need to enter information in this field based on your phone configuration. For example, if you select function Line appearance for key 3, select what the line is for in this field.
Label
For some functions, you can add an explanatory label for the key.
- Click OK.
Programmable keys descriptions
Function |
Description |
Resource |
Label |
||
---|---|---|---|---|---|
Call forward |
Allows you to enable or disable and configure the call forward function. |
Stays blank. |
Edit the label or keep the default label (Call forward). |
||
DTMF |
DTMF (dual-tone multi-frequency) refers to the touch tone digits on the keypad of your desk phone. When you are on a call and you press the DTMF key, the system dials the configured DTMF digits. This key is useful when you need to enter consistent codes at an interactive voice response (IVR) system.
|
Enter the DTMF digits to dial when you press this programmable key on your phone. |
Edit the label or keep the default label (DTMF). |
||
Extension appearance |
Allows you to do the following actions:
|
Select an extension from the list.
|
Edit the label or keep the one associated with the selected extension. This field supports 63 characters or less. |
||
Intercom |
Allows you to use the phone speaker of a local extension as an intercom.
|
Stays blank. |
Edit the label or keep the default label (Intercom). |
||
Line appearance |
Allows you to monitor the status of a line (available, busy, or on hold). |
Select a line. |
Edit the label or keep the one associated with the selected line (or trunk). |
||
Park |
Places the call into the first available call park slot. You will hear a prompt telling you which slot the call has been parked in. |
Stays blank. |
Edit the label or keep the default label (Auto park). |
||
Park appearance |
Allows you to perform the following actions:
|
Select the park slot to monitor. |
Edit the label or keep the one associated with the selected line (or slot). |
||
Private Hold |
Allows you to put a call on hold.
|
Stays blank. |
Stays blank to use the Private Hold label. |
||
Record
|
Allows you to record a phone call. |
Stays blank. |
Stays blank to use the Record label. |
||
|
|||||
Reserved for line |
By default, the FortiVoice phone system reserves the first two programmable keys for lines on the phone so you can monitor your own calls on those lines. If your phone has additional lines, then you can use the Reserved for line function to program the appearance of those lines. |
If multiple accounts have been configured on this extension, choose which account to monitor. |
Edit the label or keep the one associated with the selected line (or account). |
||
Shared line appearance |
For details about shared line appearance (SLA) groups, see Appendix A: Shared line appearance. |
|
|
||
System speed dial |
Allows you to quickly place a call to the selected extension or phone number at a touch of a button. |
Make a selection. |
Edit the label or keep the one assigned by the FortiVoice system administrator. |
||
Twinning
|
Allows an external phone to ring along with your office phone, so you can answer the call at either phone. Pressing the Twinning programmable key enables or disables the feature. |
Stays blank. |
Edit the label or keep the default label (Twinning). |
||
|
|||||
User speed dial |
Allows you to quickly place a call to the selected extension or phone number at a touch of a button. |
Enter an extension or a phone number. |
Edit the label or keep the one associated with the selected contact. |
Configuring RADIUS authentication profiles
The FortiVoice unit supports RADIUS authentication method by using the RADIUS profiles that you configure.
To configure a RADIUS profile
- Go to Phone System > Profile > RADIUS.
- Click New.
- Configure the following:
- Click Create.
GUI field |
Description |
---|---|
Profile name |
Enter a name for this profile. |
Server name/IP |
Enter the fully qualified domain name (FQDN) or IP address of a server that will use RADIUS method to authenticate users. |
Server port |
Enter the port number on which the authentication server listens. You must change this value if the server is configured to listen on a different port number, including if the server requires use of SSL. The default port is 1812. |
Protocol |
Select the authentication scheme for the RADIUS server. |
Server secret
|
Enter the secret required by the RADIUS server. It must be identical to the secret that is configured on the RADIUS server. |
Server requires domain |
Enable if the authentication server requires that users authenticate using their full email address (such as user1@example.com) and not just the user name (such as user1). |
Configuring user privileges
A user privilege includes a collection of phone services and restrictions that can be applied to each extension user.
The default user privilege configurations can be edited but cannot be deleted.
For information about extensions, see Configuring extensions.
To configure a user privilege
- Go to Phone System > Profile > User Privilege.
- Click New.
- Configure the following:
GUI field
Description
Name
Enter a name for this profile.
Basic Setting
Auto provisioning
Select to enable auto-provisioning for the extension. For more information, see Configuring auto-provisioning for FortiFone phones and gateways.
Once a FortiFone or supported DHCP-enabled phone connects to the FortiVoice unit and is auto-discovered, the FortiVoice unit assigns an IP address to the FortiFone and sends the basic PBX setup information to it. The full PBX configuration file will only be sent to the phone if this option is selected in the user privilege applied to the extension associated with the phone.
Configure programmable phone feature key/PFK
Select to enable configuring the feature access codes. For more information, see Modifying feature access codes.
Select to enable twinning function on an extension.
The twinning feature allows you to use an external telephone (often a smartphone or home phone) to replicate your internal office extension (often your desk phone), so that when your desk phone rings, so does the “twin” phone. Once you return to your desk, you may press the Twinning key on the phone to terminate the twinning.
This is useful when you are away from your desk but still want to receive calls to your desk phone.
With this feature selected, you can configure twinning. For more information, see Setting extension user preferences.
Softclient API login
Select to enable FortiVoice softclient to log into the FortiVoice unit.
Auxiliary Extensions
When you add an auxiliary phone to your extension, you have two phones with the same extension number. The phones will ring at the same time but you can only use one phone to answer the call. This function is useful when you want to access the same extension from two different locations. For more information, see Configuring auxiliary phones.
Select to enable the call forward function on an extension's user privilege.
When you configure this function, you enter the number that you want your calls to be forwarded to.
For more information about setting call forward on an extension, see Setting extension user preferences.
If you want to disable the PIN, see Call forwarding PIN.
Call park
Select to enable the call park function on an extension's user privilege.
When you park a call, the call is on hold and any other local extension can retrieve that call. For more details, see Configuring call parking.
Voicemail schedule greeting
Select to enable the option to set a voicemail greeting according to a schedule. The extension user can complete the configuration using the FortiVoice user portal (see the Setting voicemail options section in the FortiVoice User Portal Guide).
Video call
Select to enable the video call function on an extension.
Select to enable an extension user to process phone calls using the operator console accessible from the FortiVoice user portal.
You can select the four options to handle calls in each category.
When the user privilege with this option selected is applied to an extension, an Operator Console button appears at the top of the FortiVoice user portal window for that extension. Clicking the button lets the user process phone calls on the web.
Voicemail
Select to enable the voicemail service.
Maximum messages
Enter the number of voicemails allowed.
Voicemail retention days
Enter the number of days to keep the voicemails.
Voicemail password
If enabled, phone users must enter a password to access their voicemail.
If disabled, phone users can access their voicemail without entering a password.
Voicemail email format
Select the voicemail file format.
When an extension receives a voicemail, FortiVoice can send an email notification with the voicemail as an attachment.
For notification options, see Setting extension user preferences.
Music
Music on hold
Select a music on hold file. For details, see Managing phone audio settings.
Early media
Early media is the exchange of information between the PBXes before the establishment of a phone connection, such as the ring tone. You can select a music file for early media. For details, see Managing phone audio settings.
Fax
Select to set the fax rules for users. For information about fax, see Configuring fax.
Maximum incoming messages
Enter the number of incoming faxes allowed.
Maximum incoming fax retention days
Enter the number of days to keep the incoming faxes.
Maximum outgoing messages
Enter the number of outgoing faxes allowed.
Maximum outgoing fax retention days
Enter the number of days to keep the outgoing faxes.
Select call dialing restrictions for international, long distance, local, and internal calls.
- Forbidden: Call is not allowed.
- Allowed: Call is allowed.
- Allowed with Account Code: Call is allowed by entering the system account/exempt code. For information about account code, see Configuring account codes.
Not applicable to internal calls. - Allowed with Personal Code: Call is allowed by entering an extension’s account/exempt code. For more information, see Configuring account codes.
Not applicable to internal calls. - Allowed with Account and Personal Code: Call is allowed by entering the system and extension account/exempt codes.
Not applicable to internal calls.
Other Restricted Area Code
You can specify area codes to which an extension is allowed or denied to make phone calls.
- Click New.
- Select Enabled to activate this restriction.
- Enter a name for this call restriction. The name can contain numbers, letters, and underscores. The maximum length is 63 characters.
- Enter the area code that you want to set the restriction. The area code can contain numbers 0 to 9, +, *, and # followed by an optional sequence of $. The maximum length is 63 digits.
- Select the permission for the area code. For more information, see Call Restriction.
- Click Create.
Miscellaneous
The max number of concurrent calls: Set the maximum number of concurrent incoming and outgoing calls on the extension. The range is 1 to 10. The default is 4.
Personal recording
Select to allow users to configure personal recording of their incoming and outgoing calls on the FortiVoice user portal.
System recording
Select to allow administrators to configure system recording of their incoming and outgoing calls on the FortiVoice GUI.
Allow being barged
Select to allow monitoring an extension to which this user privilege is applied.
Allow barging
Select to allow the extension to which this user privilege is applied to monitor other extensions.
For details about how to barge a call, see Listen/Barge on a call.
Call barge option
If you select Allow barging, choose a barging method.
For details about how to barge a call, see Listen/Barge on a call.
Hot desking enables users to log into another phone. However, unlike using Follow Me or Call Forwarding which simply redirect a user's calls to another user’s phone, hot desking takes total control of another phone by applying all of the user's own phone Setting to that phone until the user logs out. Each user can log into another phone by pressing *11 and enter his extension number and user PIN following the prompts. To log out, a user can press *12.
You can view hot desking configurations by going to Viewing activity details of hot desking extensions.
- Enable hot-desking login: Select to enable the hot-desking login function.
- Automatic logout hours: Enter the time in hours for the phone to automatically log out of hot-desking.
- Enable hosting hot-desking: Select if you want to log into a regular phone with the hot-desking phone authentication (by pressing *11 and enter your extension number and user PIN following the prompts).
By selecting this option, the old extension is taken over by the new extension on this phone. After logging out the phone with the hot-desking phone authentication, the old extension is recovered. However, outgoing calls still display the hotd-esking extension number.
The regular phone logs out of hot-desking when the time set in Automatic logout hours expires.
If the two phones use different programmable phone keys, the host phone will reboot. For information about programmable phone keys, see Configuring phone profiles.
User Portal
Enable or disable the user portal and select the features for it. Only the selected ones will appear for the extension to which this user privilege is applied.
Directory
List in directory
Select to put the user’s name in the dial-by-name directory which allows a caller to find a user’s extension number, and connect to their local extension or remote extension. This way the caller can reach their party without speaking to the receptionist.
Lookup directory
Select to enable a user to view the phone directory of the local office.
Lookup directory in remote office(s)
Select to enable a user to view the phone directories of remote offices.
Directory/subdirectory
Select the directory or subdirectory that you want to include in the user privilege. If you select a subdirectory, make sure to also make your selection in the Include subdirectory setting in Configuring system capacity.
Entitlement
This option controls the use of unified communication and enhanced call center features.
- Unified communication: Select to allow the use of third-party communication applications, including:
- Microsoft Teams
- Presence for desktop application
- Instant messaging service and clients on endpoints
- Video conferencing service and client on endpoints
- Screen sharing
- File sharing
- Enhanced call center: Select to allow the use of enhanced call center features, including:
- Agent console for desktop application
- Enhanced FortiVoice IVR
- Salesforce integration
Advanced Setting
Conference number
Select the permission for conference calls:
- Allow All: Select to allow the extension to join all conference calls.
- Disallow All: Select to prohibit the extension from joining all conference calls.
- Allow All with Exempt: If you select this option, click New to enter the conference call number(s) that the extension is banned to join.
- Disallow All with Exempt: If you select this option, click New to enter the conference call number(s) that the extension is allowed to join.
For more information, see Configuring auto attendants.
Paging/Intercom
Select the permission for paging/intercom:
- Allow All: Select to allow the extension to page/intercom all paging numbers.
- Disallow All: Select to prohibit the extension to page/intercom all paging numbers.
- Allow All with Exempt: If you select this option, click New to enter the paging/intercom number(s) that the extension is banned to page/intercom.
- Disallow All with Exempt: If you select this option, click New to enter the paging/intercom number(s) that the extension is allowed to page/intercom.
For more information about paging, see Configuring auto attendants.
Trusted hosts type
Select the type of the subnet that can register with the SIP server. Only extensions on the specified subnet can register with the SIP server.
If you select User defined, enter the information in Trusted hosts.
Trusted hosts
Enter the IP address and netmask of the subnet that can register with the SIP server.
You can add multiple trusted hosts.
Permitted outgoing rules
Enable or disable all available outbound calling rules. For more information about calling rules, see Configuring outbound dial plans.
Do not disturb
If enabled, you allow extensions with this user privilege to use this function.
If disabled, you do not allow extensions with this user privilege to use this function.
If you want to enable this function on an extension, see Setting extension user preferences.
If enabled, phone users must enter their voicemail PIN to set up call forwarding.
If disabled, phone users can set up call forwarding without entering their voicemail PIN.
To enable the call forwarding function in a user privilege, see Call forward.
- Click Create.
Configuring emergency zone profiles
You configure an emergency zone profile to include detailed caller ID, contact, and network information.
To configure an emergency zone profile
- Go to Phone System > Profile > Emergency Zone.
- Click New and configure the following:
GUI field
Description
Name
For a new profile, enter its name.
Primary Caller ID
Enter a number to display on the destination phone when a user dials the emergency number, such as 911.
Secondary Caller ID
Enter a number to display on the destination phone when a user dials the emergency number, such as 911.
This number can be used for concurrent calls.
DID callback type
Select how you want FortiVoice to route the inbound callback from an emergency operator:
- None: FortiVoice follows the inbound DID mapping.
- Default Extension: FortiVoice calls the extension that you specify in Default DID extension.
- Emergency Caller: FortiVoice calls the extension of the emergency caller. FortiVoice keeps this extension in memory for the time period specified in DID callback hold time (see Setting FortiVoice location, contact, and emergency information). If the emergency operator calls back after the DID callback hold time has expired, FortiVoice uses the inbound DID mapping to route the call.
- The default is None.
Default DID extension
FortiVoice uses this option to route inbound callbacks from an emergency operator.
If you selected Default Extension in DID callback type, enter a phone number (maximum of 16 digits). FortiVoice dynamically generates the direct inward dialing (DID) mapping.
Description
Enter any notes you have for this profile.
Setting
Do Nothing
Select this option if you do not want the FortiVoice phone system to send an alert email when an extension user makes an emergency call.
Send an Alert Email
Select this option if you want the FortiVoice phone system to send an alert email when an extension user makes an emergency call.
Emergency contact emails
If you selected Send Alert Email, enter the email address of the emergency contact. You can click + and add more addresses.
Emergency barge number
Enter an authorized user’s extension number to be dialed. When an ongoing emergency call is in progress, the phone of the authorized user also rings. This user can listen to the call and talk, if necessary.
Emergency message group number
Select a message group number for emergency contact. This number is dialed when an emergency call is made. For more information about message groups, see Creating message groups.
Contact Information
Enter the emergency contact information for the profile.
Dynamic Network Match
When you enable this function, you allow the FortiVoice phone system to identify where the phone of the emergency caller is on the network. When a phone user calls an emergency number, the FortiVoice phone system checks where the calling phone is and assigns a matching emergency zone profile to the phone. This assignment is useful when phone users move their phones to different places on the network.
When you enable this function, make sure to complete the following requirements:
- Fill in the Network location match settings. See the following table row.
- Set the Emergency zone type as Dynamic in the following sections, if they apply to your network deployment:
- IP extensions: Configuring IP extensions
- Auxiliary phones: Configuring auxiliary phones
- Managed extensions: Modifying managed extensions
- Fax extensions: Configuring fax extensions
Network location match
Select either IP mask or IP range.
IP/Netmask
If you selected IP mask as the Network location match, enter the IP address and netmask.
Start IP
If you selected IP range as the Network location match, enter the start IP address.
End IP
If you selected IP range as the Network location match, enter the end IP address.
- Click Create.
Scheduling the FortiVoice unit
You can schedule the FortiVoice operation time and use the schedules when configuring dial plans, virtual numbers, or auto attendant on the system level. You can modify the default schedules, namely after_hour, business_hour , and holiday, except for the any_time. You cannot delete default schedules.
Depending on your preference, you can create either a standard or a calendar-based schedule.
For information about dial plan, see Configuring call routing.
For information about virtual numbers, see Working with virtual numbers.
For information about call management, see Setting extension user preferences.
To configure a standard schedule
- Go to Phone System > Profile > Schedule and click New.
- Enter a profile name and select Standard for Mode.
- Click Create.
- In the schedule list, select the profile name you created and click Edit.
- For Week Day, select the days to include in the schedule and set the AM and PM time or select Full Day.
- For Holiday, click New to set the holidays. For example, select 01/01/12 in the Date field and enter New Year’s Day in the Description field, and click Create.
- Click OK.
To configure a calendar-based schedule
- Go to Phone System > Profile > Schedule and click New.
- Enter a profile name and select Calendar for Mode.
- Click Create.
- In the schedule list, select the profile name you created and click Edit.
- Double-click a date to schedule an event.
- Click OK.