MANUAL 3CX Phone System for Windows Version 12.
Copyright 20062015, 3CX Ltd. http://www.3cx.com Email: info@3cx.com Information in this document is subject to change without notice. Companies’ names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of 3CX Ltd. 3CX Phone System for Windows is copyright of 3CX Ltd.
CX Phone System Manual Index Section 1 Introduction & Installation 01. Introduction, Licensing & Support 02. Installing 3CX Phone System Section 2 Extension / Endpoint management 03. Configuring the clients: 3CXPhone 04. Configuring & Managing IP Phones & Endpoints 05. Extension Management Section 3 Trunk Management 06. Configuring VoIP Providers / SIP trunks 07. Configuring VoIP Gateways 08. Trunk Management Section 4 PBX Services 09. Configuring Digital Receptionist / IVR 10.
Introduction, Licensing, Support What is 3CX Phone System for Windows? 3CX Phone System is a software based PBX for Windows that works with SIP standard based IP Phones, SIP trunks and VoIP Gateways to provide a full PBX solution – without the inflated cost and management headaches of an ‘old style’ PBX. The IP PBX supports all traditional PBX features but also includes many new mobility and productivity features. An IP PBX is also referred to as a VoIP Phone System, IP PBX or SIP server.
SIP Phones A VoIP phone system requires the use of SIP phones. These phones are based on the Session Initiation Protocol (SIP), an industry standard to which all modern IP PBXs systems adhere to. The SIP protocol defines how calls should be established and is specified in RFC 3261. SIP allows the possibility to mix and match IP PBX software, phones and gateways. This protects your investment in phone hardware.
Smartphones (iPhone and Android) Using an Android Smartphone with 3CX iPhones and Android phones can be used as clients for 3CX Phone System, using the freely available 3CXPhone for Android and 3CXPhone for iPhone. Using 3CXPhone, your smartphone becomes a wireless desk phone in the office, and can be used to answer and receive company calls while out of the office via WiFi or 3G (Providing your mobile service provider supports VoIP over 3G).
● ● enforce SLA requirements and get notifications whenever a call is in a queue beyond a certain time. An email notification can be sent and the alert is also logged. Ability to log out an agent from the queue. More extensive reporting features. Support 3CX Technical Support is available via our Support Portal for 3CX Partners (free) or with a 3CX Support package (Extra charge). Review our Support Procedures and Pricing.
can be found at Get 3CX Certified – Free Online Video Training The free 3CX Certification program is designed to boost 3CX Partners and users productivity as well as their profitability by giving them the resources and knowledge they need to sell, deploy and support the awardwinning 3CX Phone System for Windows.
Installing 3CX Phone System for Windows System Requirements Supported Operating Systems 3CX Phone System v12.5 is supported on the following operating systems: ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● Windows 7 Professional (x64) Windows 7 Ultimate (x64) Windows 7 Enterprise (x64) Windows 8 Pro (x64) Windows 8 Enterprise (x64) Windows 8.1 Pro (x64) Windows 8.
Based on these factors the hardware can vary from Intel Atom CPUs with 4Gb or RAM up to a multi socket/core system. General guidelines can be found online in these article: ● Recommended Hardware Specifications for 3XC ● Large Enterprise Deployments Firewall & Network Considerations The Firewall & Router Configuration Guide provides details on which ports to open. Other requirements ● ● ● ● ● Latest version of Firefox, Google Chrome or Internet Explorer Microsoft .NET Framework version 4.5 or higher.
● ● 3CX Phone System must not be installed on a host which features DNS, MS SharePoint or Exchange services. See Ports used by 3CX Phone System for the list of required ports that need to always be available (not used by any other service). Download and Install 3CX Phone System 1. 2. 3. 4. 5. Download the latest version of 3CX Phone System. Doubleclick on the 3CXPhoneSystem file. Read the system requirements and click “Next”. Read our configuration recommendations and click “Next”.
8. You will then be prompted to create your SSL certificate for HTTPS. Fill in your company name, internal/external FQDNs and certificate password. Important Note: In the Internal / External FQDN fields you need to specify your Fully Qualified Domain Names, for example: “pbx.interobit.local” and “pbx.interobit.com”. This is required for the creation of your SSL certificate. Make sure that you meet the following Requirements: ● FQDNs must resolve to the correct IP addresses.
3CX Phone System Configuration Wizard The 3CX Phone System configuration wizard will walk you through a number of essential tasks that you need to do in order to get your system up and running. You will be asked to select the language that you want to use for 3CX Phone System. The 3CX Configuration Wizard 1. The wizard will proceed and ask for the Static Public IP, and Local IP address which 3CX will use.
7. The wizard will ask you to create one extension which will be used as the Operator extension. Additional extensions can be created at a later stage using the 3CX Management Console. 8. The wizard will then prompt you to specify the countries and regions to which calls can be made. Calls to countries which are not selected, will be blocked. This feature reduces the risk of VoIP toll fraud. 9. Click “Next”. The 3CX Phone System Wizard will start services and and configure 3CX Phone System. 10.
Activating Your License Enter your license key, Company, Contact Name, Email, Telephone, Country and the name of your Reseller (The company who you bought 3CX from) and click on “Activate” to activate your license. ● This information will be sent to our license key server and your license key and installation will be activated. A service restart will be required at this point so please keep that in mind when you activate your license.
Upgrading from a Previous Version of 3CX Phone System If you are running a previous version of 3CX Phone System (version 3.1, 5, 6.0, 6.1, 7.0, 7.1, 8, 9, 10) you must upgrade to v11 SP 4a, and then to v12 SP 6.1 before following this upgrade procedure. If you are running v12 SP 6.1, you can proceed with the upgrade procedure: 1. Make a backup of your current configuration using the 3CX Backup and restore tool. 2. Uninstall the current version from the Windows Control Panel > Programs and Features. 3.
will be lost. You must also close the management console BEFORE making a restore. Scheduling a Backup Using the Windows scheduler you can easily schedule a daily phone system backup. To do this: 1. Go to Windows Start Menu and search for “Task Scheduler”. 2. Run the Task Scheduler and click “Create Basic Task”. 3. Select when this task will run and click “Next”. 4. Select “Start a program”, click “Next” and browse to the 3CX Backup program.
Configuring the Clients – 3CXPhone Introduction 3CXPhone is a SoftPhone that allows users to easily manage their extension with a few mouse clicks – rather than via a cryptic and limited hardware phone interface. 3CXPhone can work alongside an existing supported IP Phone or you can use the inbuilt softphone (3CXPhone). 3CXPhone is available for multiple platforms including Windows, Android, iOS and Mac. 3CXPhone 3CXPhone provides the following functions: 1.
See callers waiting in queue and be able to pick up a call from the queue. 7. Text Chat – Message other users one to one or create multi user chat using the inbuilt chat options. 8. Record Calls – You can record a call or conference call by clicking the record button. 9. Phonebook – 3CXPhone provides easy access to the company and personal phonebook’s. It allows users to initiate calls by searching for contacts.
3CXPhone for MAC OS X ● Mac OS 10.10 Supported Headsets Please see Support Page for a list of Supported Handsets and Devices. Technical background Softphone or CTI mode 3CXPhone can run in two different modes: 1. Softphone Mode (All platforms) – Allows you to make and receive calls on your computer or mobile device without using a deskphone. It uses a built in SIP engine to place the calls and uses the device’s microphone and speakers.
● Apple App Store for iOS devices. ● Google Play for Android devices. ● DMG bundle for Mac OS. ● MSI file for Windows. Depending on the platform you need it for. The installation links are sent in the user's welcome email and the configuration file is attached to it as well. Windows 3CXPhone for Windows is available as an MSI file. First time installation requires administrative rights.
● ● Mount the dmg file to the host and drag the app into the application folder. The app itself is signed with an Apple developer account and does not require modification of the security level setting, for installing an untrusted application. However the installation needs to be done by an administrative user. ● Once installed and provisioned, 3CXPhone gets updated automatically with the service packs (starting with 3CX Phone System 12 SP3) of the 3CX Phone System.
If you wish to resend a welcome email: 1. Log in to the 3CX Management Console and go to the “Extensions” node. 2. Select the extension you want to provision and click the “Send Welcome Email” Tab 3. An email will be sent to the extension’s email along with an attachment for auto provisioning. Once the user has installed the client from Google Play, the Apple App Store the MSI file or the dmg file, you can instruct the user to open the welcome email and double click/tap on the attachment.
3CXPhone Notifying the User about New Updates Once the user accepts the update, the downloader will start and download the new installation of 3CXPhone: 3CXPhone Updater Downloading the Latest Version After the file download is finished, the new client will be installed automatically and 3CXPhone will restart on its own to complete the upgrade. The Mac OS client downloads the new dmg file and mounts it for the user.
what configuration options are available in 3CXPhone per extension from “Extensions” node > “Edit Extension” > “3CXPhone” tab. From here you can configure: ● Disallow use of 3CXPhone Removes the users ability to use a 3CXPhone ● Hide the Forwarding Rules Removes the users ability to configure his/her forwarding rules from within the 3CXPhone client. These options will only be available from the 3CX Management Console.
reconfigures itself to the appropriate state and restores the connection to 3CX Phone System. The same technology is used when the 3CXPhone is launched from a “terminated” state. Note for Android users to save battery: If the user presses the “Home” button, 3CXPhone remains running in the background. This will consume more battery because a WiFi or mobile data network connection must be kept alive. To avoid this, close the application by using the method used by your phone to close running applications.
Configuring & Managing IP Phones Introduction Once 3CX Phone System is installed, you can configure your IP phones and assign extensions to each phone. 3CX can automatically configure your IP phones.
Fanvil, Htek, snom and Yealink phones will apply the DST changes based on the time zone / country selected. For Cisco and Polycom IP phones the DST date and the offset needs to be configured manually depending on the country. This configuration needs to be reviewed each year so that any changes can be kept upto date. Company Phonebook Your companies phonebook can be sorted alphabetically by last name or first name. It is pushed to the IP phones when a phone starts up.
1. From the “Phones” node, in the management console, select the phones to which you want to apply the changes to immediately . You can select multiple phones at once by holding the Ctrl the Shift keys. 2. Click the “Reprovision Phones” button. 3. The phones will restart and apply the desired changes. Provisioning Cisco, Polycom Phones Cisco and Polycom phones do not support plug and play and must be provisioned using the following method.
6. The codecs and codec priority will be automatically configured depending on the phone model selected. 7. If your phone has BLF lights, you can automatically configure what information the BLF lights should display. Match a BLF button with an extension, so that this button will show the status of that extension. The number of available BLF buttons varies per phone. 8. You can also link a shared parking place to a BLF button.
● ● ● Reprovision the phones (after you have made a change you can reboot the phones for changes take effect immediately). Launch the admin interface of the phone. Monitor security of extension password and PIN. Weak extension passwords and PIN's are the most common cause of security breaches. ReProvisioning the Phones If you need to reprovision the phones, for example after you have made configuration changes. 1. Select the “Phones” node in the management console. 2.
integrated with the head office phone system. They can be a member of call queues and use 3CX Phone to see presence of other users. There are two ways to configure a remote extension: ● ● Directly, using standard UDP Using 3CX Tunnel via the 3CX SBC (Session border Controller) A direct remote extension is generally used when just a few phones are used in the remote location. If you have more than 2/3 remote extensions, you can use the 3CX SBC.
Extension Management Introduction This chapter explains how to create and configure extensions in 3CX Phone System. There are multiple ways to create an extension: ● When provisioning a new phone, you can choose to create a new extension. ● Extensions can be manually created from the “Extensions” node in the management console. ● Extensions can be imported from Active Directory (or any other LDAP server) or a CSV file.
Extension Settings Voicemail Tab The “Voice Mail” tab allows you to configure the extension’s voice mail preferences including the voicemail PIN number for authentication, enable/disable PIN Authentication, play Caller ID, and if you want 3CX Phone System to read out the Caller ID and the Date / Time of when the message was received. You can also choose to send an email notification, when voicemail is received.
Call forwarding can be configured by the administrator using the 3CX Management Console or by the user from the 3CXPhone client. Instructions on how to configure call forwarding for an extension can be found on the Configuring Forwarding Rules user manual page. Other User Information The user information section allows you to set status, log in and out of queues, turn DND on or off, configure the caller ID for the extension and the SIP ID.
● ● PIN. To unlock the extension, the user dials 777 followed by the PIN and a #. The PBX will inform the user that access has been granted. The user can then proceed to dial the desired external number. Disallow use of extension outside the LAN – Blocks any registrations from outside of the network. This setting applies to IP Phones.
control automatic status changes and extension functionality based on the time of day: ● Automatically change extension profile based on time of day – Outside of Office hours, the user’s status will automatically be switched to “Out Of Office”. The user’s status can also be changed to “Away” on configured break times. ● Log out from queues when not available (Away / Out of Office) – This option will automatically log the user out from queues when he switches to “Out of Office” or “Away” status.
group the extension for both users and administrators. Note that an extension has to be part of at least one group. Default Group The Default group contains all extensions, whereby users of the group have no rights, but managers of this group can see information about all the extensions. Any extension you create will automatically be assigned to this group initially (until you remove it or assign it to another group).
To create an extension group: 1. In the 3CX Management Console, click on the “Extensions” node and click on the “Add Extension Group” tab, from the top menu. 2. Now proceed to add extensions by selecting extensions from the left list and clicking on the “Add” button. Note that Extensions can now be part of multiple groups. Publish Group information to all company users: This option publishes your Group presence to all the 3CX Phone System Users (all the extensions can see your group presence and calls).
Setting Extension Group Rights If you want a particular user or manager to have more (or fewer) rights than the defaults specified in the “Default Group Rights” tab, you may specify these rights by: 1. Clicking on the member’s name in the “Extensions in this Group” list in the “Members Rights” tab. 2. Ticking off the checkboxes with the rights that you want the member to have in the “Rights currently assigned” part of the tab. 3.
Create a spreadsheet with columns for each field that you wish to import and save this as a CSV file. The document How to Create Extensions in Bulk using a .csv file has a detailed explanation on how to achieve this. Alternately you can create at least one extension then use the method that explains how export your extensions to a .csv. When you export an extension, the columns required will be created in the exported .csv file. You can then populate this .
Adding a VoIP Provider / SIP Trunk Introduction VoIP providers “host” phone lines and are replacing the traditional telco lines. VoIP providers can assign local numbers in one or more cities or countries and route these to your phone system. In most cases they also support number porting. VoIP providers are often able to offer better call rates because they may have an international network or have negotiated better rates. Therefore, using VoIP providers can reduce call costs.
Provider” 2. The 3CX Phone System will prompt you to conduct a Firewall Test . Frequently, the internet facing firewall sitting between 3CX Phone System and the VoIP provider is not correctly configured or is not able to correctly route VoIP traffic. To check the firewall configuration, it is important to perform a firewall check using the inbuilt firewall checker. ● ● Click “Run Firewall Checker”.
need to change them. Click “Next” to continue. 7. Now enter the VoIP provider account details. In the External number field, enter the VoIP line number that has been assigned to you. Then enter the Authentication ID/username and password of your VoIP provider account. Specify the number of simultaneous calls your provider allows. Click “Next” to continue. If you are using a SIP trunk, the password will be greyed out, since authentication is done via IP. 8.
Configuring VoIP Gateways Introduction External calls can be made on PSTN/phone lines or via VoIP providers. A traditional PBX requires you to connect the PSTN lines to the PBX hardware box; however in the case of 3CX Phone System you have more options: ● ● ● Connect PSTN lines (physical phone lines) to a VoIP Gateway situated on your internal network. Connect PSTN lines to a VoIP addin card, installed in the 3CX Phone System machine or on another machine.
The first step is to create the VoIP gateway in the 3CX management console. Choosing Gateway Template 1. In the 3CX Management Console menu click on “Add” > “PSTN Gateway”. 2. In the name field, enter a friendly name for the VoIP gateway. Now choose the gateway brand and model that you are using from the list. If you configuring an unsupported VoIP gateway, choose Generic Gateway Device. Click “Next”. 3.
Adding PSTN Lines 6. The individual ports will be “created” and displayed in a columnar format. ● Virtual extension number – In effect the VoIP Gateway “converts” each line/port to an extension, so that the phone system can receive and forward calls to it. The virtual extension number is a number assigned by the 3CX Phone System so that it can address it as an extension. There is no need to change this field.
5. More information can be found at: http://www.3cx.com/blog/voiphowto/pattonsmartnode configuration/ Welltech Gateways See this link for information how to configure the Welltech gateway: http://www.3cx.
Trunk Management Introduction Outbound and inbound rules dictate how the 3CX Phone System routes calls based on certain criteria. You can, for example, configure rules to control through which VoIP gateway or provider a call will be placed with, based on least cost routing. So that local calls go through your ISDN lines and international calls through your VoIP provider.
with a particular digit length, for example 8 digits. This way you can capture calls to local area numbers or national numbers without requiring a prefix. ● Calls from extension group – Rather than specifying individual extensions, you can select an extension group. 3. Now specify how outbound calls matching the criteria should be handled. In the “Make outbound calls on” section, select up to three routes for the call. Each defined gateway or provider will be listed as a possible route.
Adding DID’s Selecting where to Route Calls to this DID To add a DID: 1. From 3CX Management Console menu, select "Inbound Rules" > "Add DID". 2. Enter a name for the DID (for example Sales). Note: The DID name can be prepended or appended to the Caller ID so as to identify on which number a caller has called you from. You can enable this from the “Settings” > “General” > “Global options” page under “Inbound name to Caller ID”. 3. Enter the DID number as it will appear in the SIP “to” header.
● Send fax to email of extension 6. You can specify that an incoming call is routed differently if it is received outside office hours. Deselect the “Same as during office hours” option to specify a different route. 7. Click “OK” to create the DID / Inbound rule. Configuring Different Office Hours per DID Businesses working globally across different time zones, will want to configure different office hours and holidays per DID. For example a company’s 24 hour world wide support. To do this: 1.
8. Set your office hours and click “OK”. 9. Check “Play Holiday Prompt on Public Holiday” to play the holiday prompt whenever there is a holiday. 10. Click “OK” to accept the configuration of both the routing of the call as well as the opening hours of the DID. 11. Go to the “Settings” node > “General”. 12. In the “Office Hours” section Click on “Configure Holidays”. This will open up a special dialog box, where you can define holidays and record or select pre recorded .
be defined like this. Dates which do not have a steady date each year can be defined as and when a holiday occurs, for example a bank holiday, you can define the current year or the next year. 15. Choose a prompt to play for the Holiday. Click “Add”. 16. Choose a prompt from the list of files already in the repository, and click “OK”. 17. Click “Add” to add the holiday and prompt to the PBX. 18. Click “OK” to exit the holiday configuration 19. Click “OK” in the General Settings to save the configuration.
Configuring Digital Receptionist / Auto Attendant Introduction The digital receptionist feature allows the 3CX Phone System to answer phone calls automatically. When a call comes in to the phone system the caller is present with a list of options. The caller can then choose the appropriate option using the numbers on their phone keypad. Using this feature you can implement a menu, for example: “For sales press 1. For support press 2 or wait on the line to be transferred to the operator”.
You can create multiple digital receptionists and link them to a particular line. To create a digital receptionist: 1. In the 3CX Phone System Management Console menu, select "Digital Receptionist" > “Add Digital Receptionist”. 2. Specify a name and virtual extension number for the digital receptionist. 3. Now click on the “Record” button and enter your extension number. You will be called so that you can record the prompt.
been entered on the phone keypad). The following rules are used: ● ● ● The last name is converted to uppercase. All symbols except [29] and [AZ] are ignored. The following translations for symbols are used: ● 'ABC2' => '2' ● 'DEF3’ => '3' ● 'GHI4' => '4' ● 'JKL5' => '5' ● 'MNO6' => '6' ● 'PQRS7' => '7' ● 'TUV8' => '8' ● 'WXYZ9' => '9' The caller has to type a minimum of three digits (‘0’ – ‘9’) to call to a user.
Configuring Ring Groups / Paging / Intercom Introduction The Ring Groups / Paging and Intercom features add powerful capabilities to your PBX. Ring groups will help you to never miss that important customer call, whilst the Paging feature allows you to make announcements to groups of people rather like a PA system. Note: These features are only available in the Standard and Pro editions. Ring Groups A ring group allows you to direct calls to a group of extensions.
○ Prioritised Hunt – This will start ringing on the first extension, then the second etc. ○ Ring all – All phones will ring at the same time ○ Paging – This will page all extensions part of the group (see next section) ● Ring time – Specify how long the phones should ring for. 3. In the section “Ring group members” specify the extensions that should be part of this ring group. Simply click on the extensions to the left and click on the “Add >” button to add them to the ring group.
“Settings” > “Advanced” > “Dial codes” > “Paging” field), followed by the extension number. For example you specified the paging prefix to be *11 to make an intercom call to extension 100 you should dial: *11100. 2. You can now announce your message.
Configuring Call Queues Introduction Call Queues allow calls to be queued whilst agents (members of a call queue) answer calls. Calls do not go unanswered but wait in a queued until an agent is available to take the call. For example, you can define a group of three sales people, and have the general sales number route to a sales call queue. If all three sales people are busy, callers will be kept in the queue until the next sales person is free.
● ● Ring All – The phones of ALL the agents will ring. Prioritised Hunt – 3CX will distribute the call according to the order specified in the Queue members section. All calls will go to the first agent first, and only if this agent is busy, it will go to the next agent. This strategy can be used to setup skills based routing, by ordering the agents according to their skills. 3. Ring timeout – Indicate the timeout in seconds, i.e.
additional call queue features will become available. Additional Queue Strategies With the Pro edition, you have these additional Queue strategies: ● Longest Waiting Time– Will forward a call to the agent who has been waiting the longest for a call. ● Least Talk Time – Will forward the call to the agent with the least total talk time. ● Fewest Answered – Will forward the call to the agent that has answered the least number of calls.
● ● ● ● Call statistics can also be reset automatically using a preconfigured schedule. Priority Queue – The administrator can configure this queue as a priority queue. This is useful when the same people are part of two queues, and calls on one of the queues should receive priority over calls in the other queue. E.g. A support team might have one line (and one queue) for normal support calls, and another line (and a different queue) for VIP customers. Both queues are serviced by the same people.
Configuring Fax Server Introduction 3CX Phone System includes a fax server that allows you to receive faxes. The 3CX fax server is based on the T38 standard and requires a compatible supported T38 VoIP gateway or provider. VoIP providers and gateways must be configured according to our configuration guides, so that fax reception is enabled.
extension number. You can configure the email address of the default virtual fax extension from the “Fax Machines” node > “888” – 3CX Fax Server. 4. Alternatively you can forward incoming faxes to the email address configured for a user’s extension. This allows you to create multiple DID rules and give personal fax numbers. Configuring Fax Machines / Fax Servers The “Fax machines” node in the management console lists all known “Fax extensions” including the extension used by the 3CX Fax Server.
Configuring Web & Call Conferencing Introduction Call conferencing allows you to easily configure up to eight conference calls that can allow a total of 64 callers (license permitting). The 64 caller limit is for all conferences, not per conference. Although many conference call services exist, it’s often easier and cheaper to host your own audio conferences. To simplify the setup of conference calls, conferences can be setup ad hoc, without the need to reserve a conference room.
Licence. You can license additional participants if you wish. More information on how to obtain a license key and pricing can be found here: http://www.3cx.com/ordering/pricing/webmeeting/ Configuring 3CX WebMeeting Follow these steps to configure 3CX WebMeeting on your phone system: Step 1 Enable the 3CX WebMeeting feature 3CX WebMeeting requires 3CX Phone System Version 12 SP5 or later. 1. Navigate to “Settings” > “WebMeeting”. 2.
5. Enter a password for the admin. Choose this correctly because this cannot be changed. 6. Click the “Create Account” button. An account will be created and dedicated to your organization. Step 3 Add users to your 3CX WebMeeting account Now you can create user accounts on your portal so they are able to create WebMeetings. 1. Click on the “Users and Access” tab. 2. The column on the left shows all available extensions inside 3CX Phone System.
Delegating 3CX Management Console Access Introduction 3CX Phone System allows you to delegate access to the 3CX Management Console. This enables a 3CX Phone System Administrator to share managerial tasks with department heads, or allow an IT Administrator to manage the company’s extensions. The level of access can be adjusted depending on what each user needs to have access to.
● Configure voicemail greetings. Use Case 2: Allow Department Heads to Manage their Departments Extensions Department heads can be allowed to manage users in their department. This allows the head of a call center for example, to control which extensions are allowed to make external calls, or enable/disable the recording of calls. To give access to a department head: 1. From the “Options” tab, check the “Allow 3CX Management Console Access” checkbox. 2. Click the “Configure Permissions” button. 3.
By allowing Global Extension Manager access, the user can: ● Create and edit and manage extensions. Includes all the points from the previous use cases. ● Create and edit and manage extension groups. Use Case 4: Access to VoIP/Trunks and System Administrator In addition to managing his company’s extensions, the IT administrator can be given access to add/edit VoIP/Trunks and be given System Administrator access. Access to these two options can be given independently of each other.
Connecting 3CX Phone Systems (Bridges) Introduction You can connect two separate 3CX Phone Systems together, allowing you to make calls between branch offices using your internet connection for free. A “Bridge” can be assigned a prefix, which users will dial to access the other 3CX Phone System. This prefix must be followed by the extension number they wish to reach on the other 3CX Phone System.
2. The 3CX Phone System will prompt you to conduct a firewall test (http://www.3cx.com/blog/docs/firewallchecker/). Click “Run Firewall Checker”, and after successfully completing the test, return to the “Add Bridge” page. 3. Enter a name for the bridge and assign a virtual extension number. This will be the number it will be addressed by. Accept the default or choose another extension that is free.
Configuring a Slave Bridge Slave Bridge Using the 3CX Tunnel 1. In the management console of the “Slave” 3CX phone System, Select the “Bridges” node > "Add Bridge". 2. Enter a name for the bridge and assign a virtual extension number. This virtual extension number must be the SAME one used on the “Master” Phone System! 3.
reach extension 100 on the other 3CX Phone System. 6. Select if you want to publish and receive presence information from the other 3CX Phone System. Publish Information is available in Standard and Pro. Receive information is available only in Pro edition license. 7. Select the users that are able to see this remote connection from within 3CXPhone for Windows. 8. Accept all other defaults and click “Next” to create the bridge.
The Phonebook / Directory Service Introduction The phonebook feature allows you to easily publish a companywide phonebook. Used in tandem with a personal phonebook, it allows users to quickly launch calls without wasting time finding a contact’s number and subsequently entering it in the phone. The Company Phone Book 3CX Phone System supports a company and a personal phonebook. The Company phonebook is company wide and is managed from the management console.
1. Log into the 3CX Management console and click on the “Settings” node. 2. Click on “Company Phonebook” and select “Import”. 3. Browse to your saved CSV file, select it and click “Open”. 4. Your Company Phonebook entries will be imported into 3CX. You can download a sample Phonebook import file from here: http://downloads.3cx.com/downloads/misc/ImportCompanyPhonebookSampleV125.
1. Log in to your 3CX Management Console and click on the “Settings” node. Then select “Advanced” and click the “Company Directory Sync” tab 2. Fill in the following fields: ○ FULL FQDN to OWA of the Microsoft Exchange Server. Exchange 365 users will need to use their OWA link. ○ Insert your impersonated account details in the “Impersonated User Account” and “User Account Password” fields. 3. Select the email address and the public folders that you want synchronized and click “Apply”. 4.
external directory database, for instance your companies active directory, or an external internet based phone directory service. When an incoming call is received, the 3CX Phone System can access LDAP and look for a contact match. If a match is found, the contact will be automatically added to the 3CX Company Phonebook and the contact information will be displayed each time that contact calls. To Configure LDAP (Lightweight Directory Access Protocol) with 3CX Phone System: 1.
5. To clear all LDAP Entries from your Company Phonebook go to “Settings” > “Advanced” > “Company Directory Sync” > “LDAP Directory Search” > Click on the “Clear all LDAP entries” button. Important! In order for the Company Directory and LDAP search to work correctly you need to make sure that Caller ID and Phonebook matching is enabled in “Settings” > “General” > “Global Options” tab and set "Resolved caller ID to phone book entry" to on and "Minimum length" to 6 digits.
Call Reporting Note: These features require Standard or Pro edition. Introduction Call Reports 3CX provides a number of reports via its 3CX Web Reports module: ● Call Statistics Reports – These reports provide information on the calls made and received through 3CX Phone System, along with statistical information on the phone extensions and Ring Groups. ● Advanced Call Reports – Reports related to Call costs by Group and Type, Extension Group only, Outbound Calls by Type, and Ring group statistics.
extension number as the username, and the password the administrator has set for them. 3. Select the desired report from the tree node on the left, and configure any required data or date time filters. Click “Show Report” to generate the output. 4. You can export call records to any popular format like pdf, excel, word, rtf and more.
Monitoring your Phone System Introduction The 3CX Phone System is easy to monitor for any Windows administrator, since it behaves just like any other Windows Server application. You can monitor 3CX Phone System using your favourite network monitoring solution, for example ActiveXperts or Microsoft Operations manager. Things to Monitor Systems Extensions Status Monitoring System Extensions 3CX Phone System uses system extensions for services such as IVR, Queue, Fax, Parking and so on.
tab. These events are also posted to the Windows events log as application events so that you can monitor the events using your network monitoring package. The following server events are posted to the log: Server Event Log ● ● ● ● ● ● ● ● ● ● ● A person dialling the Emergency number (ID 4099). Changes to the status of a SIP Trunk (ID 4100). A trunk failover occurs, i.e. the backup rule is triggered (ID 12289).
you can filter the logging by date and time. Enabling Verbose Logging will show additional advanced logging, including the SIP messages for the filtered logging.
Firewall & Router Configuration Introduction Undoubtedly, the best place for 3CX Phone System is on a machine behind a firewall. This configuration is easier and more secure. If you only use PSTN lines and do not plan to have any remote extensions, you don’t even need to make any changes to your firewall configuration. However, if you plan to use remote extensions or a VoIP Provider, you will have to make changes to your firewall configuration.
Configuration for Remote Extensions For remote extensions, you have the choice of using Direct SIP or using the 3CX SBC (Tunnel). The 3CX SBC service will bundle all VoIP traffic over a single port and vastly simplify firewall configuration and improve reliability. 3CXPhone for Android, Windows and Mac have the inbuilt tunnel, whilst using the 3CX SBC service on a remote network you can also connect IP Phones via the tunnel. More information on SBC can be found in next chapter.
● ● ● ● ● ● ● ● ● Configuring a Zyxel P662HD1 Router with 3CX Phone System Configuring AVM FritzBox as a Firewall with 3CX Phone System Configuring a CISCO router to allow connection to a VOIP provider Configuring Linksys router for 3CX Phone System Configuring FortiGate 80C for 3CX Phone System Configuring a WatchGuard XTM Firewall for 3CX Phone System Configuring a pfSense Firewall for 3CX Phone System Configuring a Kerio Control Appliance for 3CX Phone System Configuring a TechniColor Router for 3CX P
3CX Tunnel / 3CX Session Border Controller Introduction 3CX includes the 3CX Tunnel to allow for easier bridging of remote 3CX Phone Systems and connecting remote extensions. The 3CX Tunnel combines all SIP (signaling) and RTP (media) VoIP Packets from one location and delivers them to and from another location (typically the PBX Server) using a custom TCP protocol. This simple concept allows 3CX to overcome firewall or telecom provider issues.
connections. If the PBX has only one NIC, then there will be no need to set this field. In our example this is 192.168.9.213. 3. Set the Tunnel Listening Port to the port, which will be receiving tunnel connections. The default value is 5090. 4. Click “OK”. The Tunnel service will be restarted automatically. Step 2 – Configure the Firewall The Tunnel protocol is designed to eliminate NAT traversal problems and reduce Firewall configuration work to a minimum.
When creating a Bridge to another 3CX Phone System, you can choose to use the 3CX Tunnel rather than a direct connection. To configure a Bridge using the 3CX Tunnel, see the Chapter “Connecting 3CX Bridges”. Installing and Configuring 3CX Session Border Controller for Windows The 3CX SBC is deployed to remote offices where there are more than 2 or 3 IP Phones, to direct only their signaling through the 3CX Tunnel and keep the media streams local.
● ● ● ● 3CX Phone System SIP Port: Default 5060. 3CX Tunnel Port: Default 5090. Enter a name for this connection. Enter the 3CX Tunnel Password. The password can be found in the "3CX Management Console" > "Settings" > "Network" > "3CX Tunnel" tab > "Tunnel Password" field. 4. Click "Next". The installation will proceed and the 3CX SBC service will start. Installing 3CX Session Border Controller for Raspberry Pi Installing 3CX SBC for Raspberry Pi comes with some significant benefits.
