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Advanced Administration Guide

Working with the FortiVoice Cloud profiles

Working with the FortiVoice Cloud 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 FortiVoice Cloud, and configure phone profiles.

This topic includes:

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

  1. Go to Phone System > Profile > Caller ID Modification.
  2. 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 before an extension.
    • 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.

  3. 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

  1. Go to Phone System > Profile > Caller ID Modification.
  2. Click New.
  3. In the Match number field, enter the pattern of the extensions, such as 81xx.
  4. In the Match option field, select Match Number or Name.
  5. In the Map to new caller ID name field, enter the caller ID name to which you want to map, such as “Support”.
  6. 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 a SIP extension.

You cannot delete a default phone profile.

To view the list of phone profiles

  1. Go to Phone System > Profile > Phone.
  2. You can review the Name, Phone Model, and Description of the phone profiles.
  3. 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

  1. Go to Phone System > Profile > Phone.
  2. 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 Cloud, and Global to include the phone directories of any remote FortiVoice units connected to this unit.

    For information on phone directories, see Viewing call directory.

    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 0-7, 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), FortiVoice Cloud automatically generates the configuration file. You need to enable LLDP support on your network switch.

    Automatic Configuration

    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.

    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.

    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.

    Keep alive

    Enter a value for FortiFone to send a packet to FortiVoice Cloud 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-X80 for Phone model.

    For external FortiFone-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 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-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 on extension appearance programmable keys, see Configuring programmable key profiles.

    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

    Select to enable this call busy tone option.

    If you enable this option and the called number is occupied (such as talking to another caller or calling out), the phone plays a busy tone.

    If you disable this option and the called number is occupied (such as talking to another caller or calling out), the phone goes idle instead of playing a busy tone.

    TCP auto switch

    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

    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 on 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 on the screen but does not play a beep (call waiting tone).

    Phone Image Setting

    This option allows you to change the background image on FortiFone-X80/x80B.

    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: 480 x 272 pixels

    Phone Password

    Admin 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.

  3. Click Create.

Configuring programmable key profiles

The Phone System > Profile > 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 key profile
  1. Go to Phone System > Profile > Programmable Keys.
  2. Click New.
  3. Enter the profile name, select a phone type, enter any notes you have for the profile, and click Create.
  4. Double-click the profile you created and configure the following:

    GUI field

    Description

    Number of Reserved Line keys

    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.

    Mode: Leave as Default unless you are using SLA. For more details about SLA, see Appendix A: Shared line appearance.

    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.

    Page 1 (and others)

    Option

    The keypad number of the phone.

    Mode

    • User: Allows the user to set a programmable key using the FortiVoice Cloud user portal.
    • 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. See Programmable key descriptions.

    Resource

    For some functions, you need to enter the information in this field based on your phone configuration. For example, if you select function Park Appearance for key 3, select what the line is for in this field.

    Label

    For some functions, you can add a explanatory label for the key.

  5. Click OK.
Programmable key descriptions

Function

Description

Resource

Label

Extension Appearance

Allows you to do the following:

  • Monitor the status of the selected extension (idle, ringing, in use, DND, and on hold).
  • On FortiFone-x80 phones, you can transfer a call to the selected extension using one of the following transfer types:
    • Blind: Allows you to transfer a call without talking to the person receiving the transfer.
    • Attended: Allows you to announce the call to the person receiving the transfer and then complete the transfer.
    • You set the transfer type in Configuring phone profiles. The default is Blind (in Appearance Transfer).

Select an extension from the list.

Edit the label or keep the one associated with the selected extension.

Intercom

Allows you to use the phone speaker of a local extension as an intercom.

Note

The intercom function works for internal extensions (not for external extensions).

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:

  • Monitor the selected call park slot to know when there is a call parked.

  • Retrieve a parked call.

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

Note

Before using the Record function, make sure to apply a profile (with the personal or system recording function enabled in Recording) to the extension. For details, see Configuring user privileges.

Allows you to record a phone call.

Stays blank.

Stays blank to use the Record label.

Reserved for Line

By default, FortiVoice Cloud 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, see Appendix A: Shared line appearance.

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.

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

Note

Before using the Twinning function, make sure to apply a profile (with the twinning function enabled in Basic Setting) to the extension. For details, see Configuring user privileges.

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).

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
  1. Go to Phone System > Profile > User Privilege.
  2. Click New.
  3. Configure the following:

    GUI field

    Description

    Name

    Enter a name for this profile.

    Access Level

    Select a user access level (Entry, Standard, or Premium). For details, see User access levels and features.

    Features in this table may not be visible to all access levels.

    Basic Setting

    Configure programmable phone feature key/PFK

    Select to enable configuring the feature access codes. For more information, see Modifying feature access codes.

    Twinning

    Select to enable the 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 the FortiVoice softclient to log in to FortiVoice Cloud.

    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.

    Call forward

    Select to enable the call forward function on an extension.

    When you configure this function, you enter the number that you want your calls to be forwarded to. For more information, see Setting extension user preferences.

    Call park

    Select to enable the call park function on an extension.

    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 Cloud user portal (see the Setting voicemail options section in the FortiVoice Cloud User Portal Guide).

    Video call

    Select to enable the video call function on an extension.

    Operator Role

    Select to enable an extension user to process phone calls using the FortiFone softclient for desktop.

    You can select the options to handle calls in each category.

    When the user privilege with this option selected is applied to an extension, the Operator Console option appears in the FortiFone softclient for desktop for the extension.

    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

    When an extension receives a voicemail, FortiVoice Cloud can send an email notification with the voicemail as an attachment.

    For notifications 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 more information about fax, see Configuring fax.

    Max incoming messages

    Enter the number of incoming faxes allowed.

    Max incoming fax retention days

    Enter the number of days to keep the incoming faxes.

    Max outgoing messages

    Enter the number of outgoing faxes allowed.

    Max outgoing fax retention days

    Enter the number of days to keep the outgoing faxes.

    Call Restriction

    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 on 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.

    1. Click New.
    2. Select Enabled to activate this restriction.
    3. Enter a name for this call restriction. The name can contain numbers, letters, and underscores. The maximum length is 63 characters.
    4. 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.
    5. Select the permission for the area code. For more information, see Call Restriction.
    6. 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.

    Monitor/Recording

    Personal recording

    Select to allow users to configure personal recording of their incoming and outgoing calls on the FortiVoice Cloud user portal.

    System recording

    Select to allow users with the administrator privilege to configure system recording of their incoming and outgoing calls on the FortiVoice Cloud admin portal.

    Allow being barged

    Select to allow the monitoring of 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

    Hot-desking

    Hot desking enables a user to log in to a phone that is identified as Not Assigned and take total control of that phone by applying all of their own phone settings until logging out.

    • 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 in to a regular phone with the hot-desking phone authentication (by pressing *11 and entering 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 hot-desking 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 programmable key 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. For more information, see Viewing call directory

    Lookup directory in remote office(s)

    Select to enable a user to view the phone directories of remote offices. For more information, see Viewing call directory.

    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.

    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 on 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 on calling rules, see Configuring outbound dial plans.

    Status Data

    Enable to allow integrated FortiVoice and Microsoft Teams app to fetch real time data such as call flow information. Specifically, to use the Teams connector, you need to enable status data to have the privilege to monitor the calling services. For more information, see Setting up a notification channel.

    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.

  4. Click Create.

Configuring emergency zone profiles

You configure an emergency zone profile to include the detailed contact information in case of emergencies.

To configure an emergency zone profile
  1. Go to Phone System > Profile > Emergency Zone.
  2. Click New.
  3. 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 Cloud to route the inbound callback from an emergency operator:

    • None: FortiVoice Cloud follows the inbound DID mapping.
    • Default Extension: FortiVoice Cloud calls the extension that you specify in Default DID extension.
    • Emergency Caller: FortiVoice Cloud calls the extension of the emergency caller. FortiVoice Cloud keeps this extension in memory for the time period specified in DID callback hold time (see Setting the FortiVoice Cloud PBX 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 Cloud 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 Cloud 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 FortiVoice Cloud to send an alert email when an extension makes an emergency call.

    Send Alert Email

    Select this option if you want FortiVoice Cloud to send an alert email when an extension makes an emergency call.

    Enter the following:

    • Emergency contact emails: Enter the email address for 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.

    Contact Information

    Enter the emergency contact information for the profile.

    Dynamic Network Match

    When you enable this function, you allow FortiVoice Cloud to identify where the phone of the emergency caller is on the network. When a phone user calls an emergency number, FortiVoice Cloud 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:

    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.

  4. Click Create.

Scheduling FortiVoice Cloud

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 on dial plan, see Configuring call routing.

For information on virtual numbers, see Working with virtual numbers.

For information on call management, see Setting extension user preferences.

To configure a standard schedule

  1. Go to Phone System > Profile > Schedule and click New.
  2. Enter a profile name and select Standard for Mode.
  3. Click Create.
  4. In the schedule list, select the profile name you created and click Edit.
  5. For Week Day, select the days to include in the schedule and set the AM and PM time or select Full Day.
  6. 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.
  7. Click OK.

To configure a calendar-based schedule

  1. Go to Phone System > Profile > Schedule and click New.
  2. Enter a profile name and select Calendar for Mode.
  3. Click Create.
  4. In the schedule list, select the profile name you created and click Edit.
  5. Double-click a date to schedule an event.
  6. Click OK.

Working with the FortiVoice Cloud 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 FortiVoice Cloud, and configure phone profiles.

This topic includes:

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

  1. Go to Phone System > Profile > Caller ID Modification.
  2. 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 before an extension.
    • 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.

  3. 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

  1. Go to Phone System > Profile > Caller ID Modification.
  2. Click New.
  3. In the Match number field, enter the pattern of the extensions, such as 81xx.
  4. In the Match option field, select Match Number or Name.
  5. In the Map to new caller ID name field, enter the caller ID name to which you want to map, such as “Support”.
  6. 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 a SIP extension.

You cannot delete a default phone profile.

To view the list of phone profiles

  1. Go to Phone System > Profile > Phone.
  2. You can review the Name, Phone Model, and Description of the phone profiles.
  3. 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

  1. Go to Phone System > Profile > Phone.
  2. 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 Cloud, and Global to include the phone directories of any remote FortiVoice units connected to this unit.

    For information on phone directories, see Viewing call directory.

    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 0-7, 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), FortiVoice Cloud automatically generates the configuration file. You need to enable LLDP support on your network switch.

    Automatic Configuration

    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.

    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.

    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.

    Keep alive

    Enter a value for FortiFone to send a packet to FortiVoice Cloud 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-X80 for Phone model.

    For external FortiFone-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 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-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 on extension appearance programmable keys, see Configuring programmable key profiles.

    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

    Select to enable this call busy tone option.

    If you enable this option and the called number is occupied (such as talking to another caller or calling out), the phone plays a busy tone.

    If you disable this option and the called number is occupied (such as talking to another caller or calling out), the phone goes idle instead of playing a busy tone.

    TCP auto switch

    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

    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 on 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 on the screen but does not play a beep (call waiting tone).

    Phone Image Setting

    This option allows you to change the background image on FortiFone-X80/x80B.

    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: 480 x 272 pixels

    Phone Password

    Admin 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.

  3. Click Create.

Configuring programmable key profiles

The Phone System > Profile > 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 key profile
  1. Go to Phone System > Profile > Programmable Keys.
  2. Click New.
  3. Enter the profile name, select a phone type, enter any notes you have for the profile, and click Create.
  4. Double-click the profile you created and configure the following:

    GUI field

    Description

    Number of Reserved Line keys

    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.

    Mode: Leave as Default unless you are using SLA. For more details about SLA, see Appendix A: Shared line appearance.

    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.

    Page 1 (and others)

    Option

    The keypad number of the phone.

    Mode

    • User: Allows the user to set a programmable key using the FortiVoice Cloud user portal.
    • 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. See Programmable key descriptions.

    Resource

    For some functions, you need to enter the information in this field based on your phone configuration. For example, if you select function Park Appearance for key 3, select what the line is for in this field.

    Label

    For some functions, you can add a explanatory label for the key.

  5. Click OK.
Programmable key descriptions

Function

Description

Resource

Label

Extension Appearance

Allows you to do the following:

  • Monitor the status of the selected extension (idle, ringing, in use, DND, and on hold).
  • On FortiFone-x80 phones, you can transfer a call to the selected extension using one of the following transfer types:
    • Blind: Allows you to transfer a call without talking to the person receiving the transfer.
    • Attended: Allows you to announce the call to the person receiving the transfer and then complete the transfer.
    • You set the transfer type in Configuring phone profiles. The default is Blind (in Appearance Transfer).

Select an extension from the list.

Edit the label or keep the one associated with the selected extension.

Intercom

Allows you to use the phone speaker of a local extension as an intercom.

Note

The intercom function works for internal extensions (not for external extensions).

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:

  • Monitor the selected call park slot to know when there is a call parked.

  • Retrieve a parked call.

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

Note

Before using the Record function, make sure to apply a profile (with the personal or system recording function enabled in Recording) to the extension. For details, see Configuring user privileges.

Allows you to record a phone call.

Stays blank.

Stays blank to use the Record label.

Reserved for Line

By default, FortiVoice Cloud 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, see Appendix A: Shared line appearance.

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.

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

Note

Before using the Twinning function, make sure to apply a profile (with the twinning function enabled in Basic Setting) to the extension. For details, see Configuring user privileges.

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).

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
  1. Go to Phone System > Profile > User Privilege.
  2. Click New.
  3. Configure the following:

    GUI field

    Description

    Name

    Enter a name for this profile.

    Access Level

    Select a user access level (Entry, Standard, or Premium). For details, see User access levels and features.

    Features in this table may not be visible to all access levels.

    Basic Setting

    Configure programmable phone feature key/PFK

    Select to enable configuring the feature access codes. For more information, see Modifying feature access codes.

    Twinning

    Select to enable the 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 the FortiVoice softclient to log in to FortiVoice Cloud.

    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.

    Call forward

    Select to enable the call forward function on an extension.

    When you configure this function, you enter the number that you want your calls to be forwarded to. For more information, see Setting extension user preferences.

    Call park

    Select to enable the call park function on an extension.

    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 Cloud user portal (see the Setting voicemail options section in the FortiVoice Cloud User Portal Guide).

    Video call

    Select to enable the video call function on an extension.

    Operator Role

    Select to enable an extension user to process phone calls using the FortiFone softclient for desktop.

    You can select the options to handle calls in each category.

    When the user privilege with this option selected is applied to an extension, the Operator Console option appears in the FortiFone softclient for desktop for the extension.

    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

    When an extension receives a voicemail, FortiVoice Cloud can send an email notification with the voicemail as an attachment.

    For notifications 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 more information about fax, see Configuring fax.

    Max incoming messages

    Enter the number of incoming faxes allowed.

    Max incoming fax retention days

    Enter the number of days to keep the incoming faxes.

    Max outgoing messages

    Enter the number of outgoing faxes allowed.

    Max outgoing fax retention days

    Enter the number of days to keep the outgoing faxes.

    Call Restriction

    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 on 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.

    1. Click New.
    2. Select Enabled to activate this restriction.
    3. Enter a name for this call restriction. The name can contain numbers, letters, and underscores. The maximum length is 63 characters.
    4. 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.
    5. Select the permission for the area code. For more information, see Call Restriction.
    6. 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.

    Monitor/Recording

    Personal recording

    Select to allow users to configure personal recording of their incoming and outgoing calls on the FortiVoice Cloud user portal.

    System recording

    Select to allow users with the administrator privilege to configure system recording of their incoming and outgoing calls on the FortiVoice Cloud admin portal.

    Allow being barged

    Select to allow the monitoring of 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

    Hot-desking

    Hot desking enables a user to log in to a phone that is identified as Not Assigned and take total control of that phone by applying all of their own phone settings until logging out.

    • 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 in to a regular phone with the hot-desking phone authentication (by pressing *11 and entering 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 hot-desking 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 programmable key 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. For more information, see Viewing call directory

    Lookup directory in remote office(s)

    Select to enable a user to view the phone directories of remote offices. For more information, see Viewing call directory.

    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.

    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 on 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 on calling rules, see Configuring outbound dial plans.

    Status Data

    Enable to allow integrated FortiVoice and Microsoft Teams app to fetch real time data such as call flow information. Specifically, to use the Teams connector, you need to enable status data to have the privilege to monitor the calling services. For more information, see Setting up a notification channel.

    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.

  4. Click Create.

Configuring emergency zone profiles

You configure an emergency zone profile to include the detailed contact information in case of emergencies.

To configure an emergency zone profile
  1. Go to Phone System > Profile > Emergency Zone.
  2. Click New.
  3. 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 Cloud to route the inbound callback from an emergency operator:

    • None: FortiVoice Cloud follows the inbound DID mapping.
    • Default Extension: FortiVoice Cloud calls the extension that you specify in Default DID extension.
    • Emergency Caller: FortiVoice Cloud calls the extension of the emergency caller. FortiVoice Cloud keeps this extension in memory for the time period specified in DID callback hold time (see Setting the FortiVoice Cloud PBX 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 Cloud 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 Cloud 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 FortiVoice Cloud to send an alert email when an extension makes an emergency call.

    Send Alert Email

    Select this option if you want FortiVoice Cloud to send an alert email when an extension makes an emergency call.

    Enter the following:

    • Emergency contact emails: Enter the email address for 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.

    Contact Information

    Enter the emergency contact information for the profile.

    Dynamic Network Match

    When you enable this function, you allow FortiVoice Cloud to identify where the phone of the emergency caller is on the network. When a phone user calls an emergency number, FortiVoice Cloud 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:

    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.

  4. Click Create.

Scheduling FortiVoice Cloud

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 on dial plan, see Configuring call routing.

For information on virtual numbers, see Working with virtual numbers.

For information on call management, see Setting extension user preferences.

To configure a standard schedule

  1. Go to Phone System > Profile > Schedule and click New.
  2. Enter a profile name and select Standard for Mode.
  3. Click Create.
  4. In the schedule list, select the profile name you created and click Edit.
  5. For Week Day, select the days to include in the schedule and set the AM and PM time or select Full Day.
  6. 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.
  7. Click OK.

To configure a calendar-based schedule

  1. Go to Phone System > Profile > Schedule and click New.
  2. Enter a profile name and select Calendar for Mode.
  3. Click Create.
  4. In the schedule list, select the profile name you created and click Edit.
  5. Double-click a date to schedule an event.
  6. Click OK.