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The 3CX IP PBX Tutorial

Book Description

Save money and gain kudos when you use this book to develop a fully functional PBX phone system using 3CX. Written for beginners, it walks you through the basic concepts to setting up a complete professional system.

  • Implement a full-featured Windows-based phone system using 3CX

  • Connect successfully to the outside world using VoIP and PSTN lines

  • Configure, connect, and test extensions and master different ways of controlling calls in 3CX

  • Written by experienced 3CX consultants and filled with Tips and Tricks, as well as real-world examples

  • In Detail

    Traditional PBX systems have often been expensive and proprietary. With 3CX, you can now create an easy-to-use, complete, and cost-effective phone system on Microsoft Windows. This practical guide offers the insight that a reader needs to exploit the potential that 3CX has to offer.

    This practical hands-on book covers everything you need to know about designing, installing and customizing 3CX to create an all-inclusive phone system. It takes a real-world approach that walks you through all aspects of 3CX and its features. From installing the software, to backing things up, to understanding what hardware you need – this book covers it all.

    The 3CX IP PBX Tutorial will take you from knowing very little about VoIP to almost expert level with detailed how-tos on every aspect of 3CX. Starting with the basics, and covering the free version of 3CX as well as the more advanced features of the Enterprise version, you will learn it all.

    In other words, this book covers numerous topics such as installation and configuration of 3CX, choosing a VoIP Provider, integration of a trunk into 3CX, the commonly used 3CX hardware, and backing up your phone system.

    Table of Contents

    1. The 3CX IP PBX Tutorial
      1. The 3CX IP PBX Tutorial
      2. Credits
      3. About the Authors
      4. About the Reviewer
      5. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      6. 1. Getting Started with the 3CX Phone System
        1. About the company—3CX
        2. What the 3CX Phone System is
        3. Hardware versus software phone systems
        4. Linux Asterisk versus Windows 3CX
          1. 3CX Free versus 3CX Commercial edition
        5. Major components of the 3CX Phone System
          1. 3CX Phone System
            1. The navigation pane
            2. Drop-down menus
            3. Quick launch toolbar
          2. 3CX Phone
          3. 3CX Assistant
          4. 3CX VoIP Client
          5. 3CX Call Reporter
          6. 3CX Gateway for Skype
          7. 3CX Hotel module
        6. Some characteristics and features of 3CX
          1. Easy to use
          2. Open and vendor independent
          3. Windows-based
        7. What the 3CX Phone System is not
          1. 3CX is not expensive
          2. 3CX is not a Cisco level of maturity product
          3. 3CX is not a turnkey hardware phone system
          4. 3CX is not done
          5. 3CX does not have "key system" replacement features
          6. 3CX integration with Microsoft Office Communications Server is not supported
          7. 3CX currently does not have the ability to do multi-tenant
          8. 3CX does not do multiple languages simultaneously
        8. Summary
      7. 2. Downloading and Installing 3CX
        1. What you will need
        2. Your 3CX server hardware requirements
        3. Choosing a Windows operating system
          1. Starting with a clean operating system install
          2. Getting the Microsoft stack in place
        4. Downloading 3CX and getting a key
          1. Free key versus a two-user test key
        5. Starting the install
          1. The requirements screen
          2. The recommendations screen
          3. The EUL Agreement
          4. The install folder screen
          5. Selecting IIS or Cassini web server
          6. The 3CX User Settings Wizard
            1. Creating user extensions
            2. Operator extension
            3. Registration
          7. Logging in to 3CX for the first time
        6. Checking the status of 3CX
        7. Summary
      8. 3. Working with Extensions
        1. Devices that can connect to 3CX as extensions
          1. Softphones
            1. X-Lite by CounterPath
            2. Zoiper Communicator
          2. SIP phones
          3. Analog phones
          4. Other SIP hardware and software devices
        2. Verifying basic network connectivity to our 3CX server from another computer
        3. Basic extension setup in the administrator console
          1. First and last name
          2. ID, password, and pin
          3. E-mail address
          4. Voicemail configuration
          5. Forwarding rules
        4. Installing and connecting the 3CX VoIP Phone
        5. Testing the extension we just connected
          1. Checking that system console indicates the extension as registered
          2. Testing that we can call another extension
        6. Connecting a Snom 360 phone
        7. Connecting other phones
        8. Checking out the MyPhone UserPortal page
          1. Voicemail
        9. Extension groups
        10. Editing multiple extensions at a time
        11. Summary
      9. 4. Call Control: Ring Groups, Auto-attendants, and Call Queues
        1. Ring groups
          1. Adding ring group members
          2. Destination if no answer
        2. Digital Receptionist setup
          1. Recording a menu prompt
          2. Creating the Digital Receptionist
        3. Call by name setup
        4. Call queues
        5. Summary
      10. 5. Trunks—Connecting to the Outside World
        1. PSTN trunks
        2. SIP trunks
          1. The PBX
          2. The enterprise border element
          3. The ITSP
        3. Choosing a VoIP carrier—more than just price
          1. Disaster recovery
          2. Mixing VoIP and PSTN
        4. Connecting 3CX to your trunk
              1. Calls to numbers starting with (Prefix)
              2. Calls from extension(s)
              3. Calls to numbers with a length of
              4. Route and strip options
        5. Creating a SIP trunk
        6. Summary
      11. 6. Configuration
        1. Music on Hold
          1. Obtaining the file
          2. For the iTunes user
        2. Prompt sets
        3. Dial plans
        4. Direct Inward Dialing (DID)
        5. Summary
      12. 7. Enterprise Features
        1. Remote phones
        2. Remote site to 3CX site VPN tunnel
          1. VPN-capable SIP phone to 3CX site VPN tunnel
          2. Port forwarding method to connect a remote phone
            1. Using the 3CX Firewall Checker
          3. Port forwarding using the 3CX SIP proxy tunnel manager
        3. Call recording
        4. Conferencing
          1. Creating a conference call
        5. Call reporting
        6. Faxing with 3CX
        7. Codecs
        8. Summary
      13. 8. 3CX Integration
        1. Outlook 2007 Click-to-Dial integration
        2. Integrating Instant Messaging Server
          1. Downloading and installing Openfire components
          2. Basic Openfire configuration and Spark install
        3. Integrating 3CX and Openfire
        4. Integrating Legacy PBX
          1. Calling extensions between systems
          2. Outgoing calls over PSTN or VoIP
          3. Incoming calls
        5. More integration possibilities
        6. Summary
      14. 9. Hardware
        1. Gateways: The connection to the outside world
        2. Looking at the Patton 4114 FXO gateway
          1. Configuring the Patton 4114 FXO gateway
            1. Configuring the gateway in 3CX
          2. Getting the Patton gateway on your network
          3. Making sure the Patton gateway has correct firmware
          4. Configuring the Patton gateway
        3. Looking at the Patton 4960 T1 gateway
          1. Configuring the Patton 4960
        4. ATA connects your analog devices to your PBX
        5. Looking at the Patton M-ATA
          1. Configuring the Patton M-ATA
        6. SIP phone handset
          1. Looking at the Snom 360
            1. Configuring the Snom 360
        7. Router configuration
          1. Looking at the Linksys WRT54G
        8. Summary
      15. 10. Maintenance and Troubleshooting
        1. Disaster recovery
        2. Trunk backup
        3. Firewalls
        4. Using logs to troubleshoot your phone system
        5. 3CX services: They all need to run
        6. Monitoring
        7. When you need support
        8. Summary