The 3CXIPPBX Tutorial

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1 The 3CXIPPBX Tutorial Develop a fully functional, low cost, phone system using 3CX professional PBX Matthew M. Landis Robert A. Lloyd «- PUBLISHING -J BIRMINGHAM - MUMBAI

2 Preface 1 Chapter 1: Getting Started with the 3CX Phone System 7 About the company 3CX 7 What the 3CX Phone System is 8 Hardware versus software phone systems 10 Linux Asterisk versus Windows 3CX 11 3CX Free versus 3CX Commercial edition 12 Major components of the 3CX Phone System 12 3CX Phone System 13 The navigation pane 14 Drop-down menus 16 Quick launch toolbar 17 3CX Phone 17 3CX Assistant 19 3CX VoIP Client 24 3CX Call Reporter 26 3CX Gateway for Skype 27 3CX Hotel module 27 Some characteristics and features of 3CX 28 Easy to use 28 Open and vendor independent 29 Windows-based 29 What the 3CX Phone System is not 30 3CX is not expensive 30 3CX is not a Cisco level of maturity product 30 3CX is not a turnkey hardware phone system 31 3CX is not done 31 3CX does not have "key system" replacement features 31

3 3CX integration with Microsoft Office Communications Server is not supported ^1 3CX currently does not have the ability to do multi-tenant 32 3CX does not do multiple languages simultaneously 32 Summary 32 Chapter 2: Downloading and Installing 3CX 33 What you will need 33 Your 3CX server hardware requirements 35 Choosing a Windows operating system 36 Starting with a clean operating system install 37 Getting the Microsoft stack in place 38 Downloading 3CX and getting a key 38 Free key versus a two-user test key 39 Starting the install 40 The requirements screen 40 The recommendations screen 41 The EUL Agreement 42 The install folder screen 43 Selecting IIS or Cassini web server 43 The 3CX User Settings Wizard 44 Creating user extensions 45 Operator extension 46 Registration 47 Logging in to 3CX for the first time 47 Checking the status of 3CX 49 Summary 51 Chapter 3: Working with Extensions 53 Devices that can connect to 3CX as extensions 54 Softphones 54 X-Lite by CounterPath 54 Zoiper Communicator 55 SIP phones 56 Analog phones 56 Other SIP hardware and software devices 56 Verifying basic network connectivity to our 3CX server from another computer 57 Basic extension setup in the administrator console 58 First and last name 58 ID, password, and pin 59 address Voic configuration 60 59

4 Forwarding rules 60 Installing and connecting the 3CX VoIP Phone 61 Testing the extension we just connected 63 Checking that system console indicates the extension as registered 63 Testing that we can call another extension 64 Connecting a Snom 360 phone 64 Connecting other phones 69 Checking out the MyPhone UserPortal page 70 Voic 71 Extension groups 72 Editing multiple extensions at a time 73 Summary 74 Chapter 4: Call Control: Ring Groups, Auto-attendants, and Call Queues 75 Ring groups 75 Adding ring group members 78 Destination if no answer 78 Digital Receptionist setup 79 Recording a menu prompt 79 Creating the Digital Receptionist 82 Call by name setup 84 Call queues 85 Summary 88 Chapter 5: Trunks Connecting to the Outside World 89 PSTN trunks 89 SIP trunks 90 The PBX 92 The enterprise border element 92 The ITSP 92 Choosing a VoIP carrier more than just price 92 Disaster recovery 94 Mixing VoIP and PSTN 95 Connecting 3CX to your trunk 95 Creating a SIP trunk 108 Summary 116 Chapter 6: Configuration 117 Music on Hold Obtaining the file For the itunes user 118 Prompt sets [in]

5 Dial plans Direct Inward Dialing (DID) Summary Chapter 7: Enterprise Features 133 Remote phones Remote site to 3CX site VPN tunnel 134 VPN-capable SIP phone to 3CX site VPN tunnel 134 Port forwarding method to connect a remote phone 136 Using the 3CX Firewall Checker 139 Port forwarding using the 3CX SIP proxy tunnel manager 140 Call recording 143 Conferencing 144 Creating a conference call 144 Call reporting 145 Faxing with 3CX 145 Codecs 147 Summary 149 Chapter 8: 3CX Integration 151 Outlook 2007 Click-to-Dial integration 152 Integrating Instant Messaging Server 153 Downloading and installing Openfire components 154 Basic Openfire configuration and Spark install 157 Integrating 3CX and Openfire integrating Legacy PBX Calling extensions between systems 170 Outgoing calls over PSTN or VoIP 170 Incoming calls More integration possibilities Summary Chapter 9: Hardware 173 Gateways: The connection to the outside world 173 Looking at the Patton 4114 FXO gateway 174 Configuring the Patton 4114 FXO gateway 175 Configuring the gateway in 3CX 175 Getting the Patton gateway on your network 178 Making sure the Patton gateway has correct firmware 179 Configuring the Patton gateway 181 Looking at the Patton 4960 T1 gateway 183 Configuring the Patton

6 ATA connects your analog devices to your PBX 184 Looking at the Patton M-ATA 185 Configuring the Patton M-ATA 185 SIP phone handset 187 Looking at the Snom Configuring the Snom Router configuration 190 Looking at the Linksys WRT54G 191 Summary 192 Chapter 10: Maintenance and Troubleshooting 193 Disaster recovery 194 Trunk backup 200 Firewalls 201 Using logs to troubleshoot your phone system 202 3CX services: They all need to run 204 Monitoring 205 When you need support 205 Summary 206 Index 207

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