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The 3CX IP PBX Tutorial
Table of Contents
The 3CX IP PBX Tutorial
Credits
About the Authors
About the Reviewer
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Getting Started with the 3CX Phone System
About the company—3CX
What the 3CX Phone System is
Hardware versus software phone systems
Linux Asterisk versus Windows 3CX
3CX Free versus 3CX Commercial edition
Major components of the 3CX Phone System
3CX Phone System
The navigation pane
Drop-down menus
Quick launch toolbar
3CX Phone
3CX Assistant
3CX VoIP Client
3CX Call Reporter
3CX Gateway for Skype
3CX Hotel module
Some characteristics and features of 3CX
Easy to use
Open and vendor independent
Windows-based
What the 3CX Phone System is not
3CX is not expensive
3CX is not a Cisco level of maturity product
3CX is not a turnkey hardware phone system
3CX is not done
3CX does not have "key system" replacement features
3CX integration with Microsoft Office Communications Server is not supported
3CX currently does not have the ability to do multi-tenant
3CX does not do multiple languages simultaneously
Summary
2. Downloading and Installing 3CX
What you will need
Your 3CX server hardware requirements
Choosing a Windows operating system
Starting with a clean operating system install
Getting the Microsoft stack in place
Downloading 3CX and getting a key
Free key versus a two-user test key
Starting the install
The requirements screen
The recommendations screen
The EUL Agreement
The install folder screen
Selecting IIS or Cassini web server
The 3CX User Settings Wizard
Creating user extensions
Operator extension
Registration
Logging in to 3CX for the first time
Checking the status of 3CX
Summary
3. Working with Extensions
Devices that can connect to 3CX as extensions
Softphones
X-Lite by CounterPath
Zoiper Communicator
SIP phones
Analog phones
Other SIP hardware and software devices
Verifying basic network connectivity to our 3CX server from another computer
Basic extension setup in the administrator console
First and last name
ID, password, and pin
E-mail address
Voicemail configuration
Forwarding rules
Installing and connecting the 3CX VoIP Phone
Testing the extension we just connected
Checking that system console indicates the extension as registered
Testing that we can call another extension
Connecting a Snom 360 phone
Connecting other phones
Checking out the MyPhone UserPortal page
Voicemail
Extension groups
Editing multiple extensions at a time
Summary
4. Call Control: Ring Groups, Auto-attendants, and Call Queues
Ring groups
Adding ring group members
Destination if no answer
Digital Receptionist setup
Recording a menu prompt
Creating the Digital Receptionist
Call by name setup
Call queues
Summary
5. Trunks—Connecting to the Outside World
PSTN trunks
SIP trunks
The PBX
The enterprise border element
The ITSP
Choosing a VoIP carrier—more than just price
Disaster recovery
Mixing VoIP and PSTN
Connecting 3CX to your trunk
Calls to numbers starting with (Prefix)
Calls from extension(s)
Calls to numbers with a length of
Route and strip options
Creating a SIP trunk
Summary
6. Configuration
Music on Hold
Obtaining the file
For the iTunes user
Prompt sets
Dial plans
Direct Inward Dialing (DID)
Summary
7. Enterprise Features
Remote phones
Remote site to 3CX site VPN tunnel
VPN-capable SIP phone to 3CX site VPN tunnel
Port forwarding method to connect a remote phone
Using the 3CX Firewall Checker
Port forwarding using the 3CX SIP proxy tunnel manager
Call recording
Conferencing
Creating a conference call
Call reporting
Faxing with 3CX
Codecs
Summary
8. 3CX Integration
Outlook 2007 Click-to-Dial integration
Integrating Instant Messaging Server
Downloading and installing Openfire components
Basic Openfire configuration and Spark install
Integrating 3CX and Openfire
Integrating Legacy PBX
Calling extensions between systems
Outgoing calls over PSTN or VoIP
Incoming calls
More integration possibilities
Summary
9. Hardware
Gateways: The connection to the outside world
Looking at the Patton 4114 FXO gateway
Configuring the Patton 4114 FXO gateway
Configuring the gateway in 3CX
Getting the Patton gateway on your network
Making sure the Patton gateway has correct firmware
Configuring the Patton gateway
Looking at the Patton 4960 T1 gateway
Configuring the Patton 4960
ATA connects your analog devices to your PBX
Looking at the Patton M-ATA
Configuring the Patton M-ATA
SIP phone handset
Looking at the Snom 360
Configuring the Snom 360
Router configuration
Looking at the Linksys WRT54G
Summary
10. Maintenance and Troubleshooting
Disaster recovery
Trunk backup
Firewalls
Using logs to troubleshoot your phone system
3CX services: They all need to run
Monitoring
When you need support
Summary
Index
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