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Enabling Remote Work Force with 3CX Enabling Remote Work Force with 3CX Enabling remote work force with 3CX Enabling remote work Force with 3CX Agenda • Quick setup of a 3CX using PBX express with 1 SIP trunk • Remote extension using 3CX Webclient • Remote extension using 3CX Softclient • Remote extension using 3CX SBC • Remote extension using 3CX mobile client Enabling remote work Force with 3CX On Premise using either: → Bare Metal Machine (Windows 10 64bit Pro/Ent , Windows Server 2019, 2016, 2012 R2 or Linux Debian 9) → Virtual Machine (Microsoft Hyper V (>2012), VMware ESXi (>6.x), KVM (>2.8), Citrix XenServer (>7.0)) → Raspberry Pi Raspbian (Up to 8Simultaneous Calls/16Ext) In the Cloud or PBX Express using either: → Amazon AWS(EC2) → Amazon Lightsail → Google Cloud → Microsoft Azure → OVH → Any OpenStack Compliant Provider (v2 - Nova) Only use Platforms and OS you are experienced to support! Enabling remote work Force with 3CX Todays example setup: 3CX Webmeeting isp Optus 3/4G isp Telstra 3/4G VPN + RDP My home Teamviewer Presenter, not relevant for working result Office PC Located in Alloy office Test PC In Alloy test network Enabling remote work Force with 3CX Todays example setup: isp Optus 3/4G isp Telstra 3/4G My home Presenter, not relevant for working result Setup connection Office PC Located in Alloy office Test PC In Alloy test network Enabling remote work Force with 3CX Todays example setup: SIP Trunk isp Optus 3/4G 3CX SBC with IP phone isp Telstra 3/4G My home Presenter, not relevant for working result Setup connection Office PC Located in Alloy office Test PC Working result In Alloy test network Enabling remote work Force with 3CX Visit: https://pbxexpress.3cx.com/ Choose ‘Create New’ to receive a license key Enabling remote work Force with 3CX Fill out the form and submit. Enabling remote work Force with 3CX Check your e-mail, also Junk folder and verify the e-mail. Enabling remote work Force with 3CX Check your e-mail again and find the Key inside and choose from the 3 options. Enabling remote work Force with 3CX After clicking on the link we arrive at the page where we fill out: - Country - Timezone - Prompt language → Choose Australian Prompts Set Enabling remote work Force with 3CX Then we have to enter the FQDN containing: - Hostname → our example is alloyremoteworkforce1 (Note: Hostname is like a webdomain, can exist only once. If taken you must choose another one) - Domain group → in our case ‘Oceania’ - Domain → in our case ‘3cx.com.au’ This step will not be seen in the live hands on, since the license is activated with the FQDN already! Enabling remote work Force with 3CX Then we have to choose the Extension length. (We highly recommend to NOT use 3 Digits in any setup, due to Emergency numbers use 3 Digits) Enabling remote work Force with 3CX Then choose your Cloud Provider. Enabling remote work Force with 3CX Enter the subscription ID from the Provider portal and click ‘Check’. Then the Tenant ID is added automatically. Then choose ‘Next’. Enabling remote work Force with 3CX After clicking on next a new window opens.* Enter Azure Account information and allow 3CX to be linked with your account. *based on Microsoft Azure Enabling remote work Force with 3CX Choose location and size of your VPS and choose ‘Finish’. (choose the closest Server-location and the machine size based on your needs) https://www.3cx.com/docs/recommended-hardware-specifications-for-3cx Since we use a trial for this example we have to choose Japan as location for the VPS Enabling remote work Force with 3CX The express has arrived at the station. Please make sure you save the Logindetails and/or the welcome e-mail that contains the information as well. Enabling remote work Force with 3CX Adding the Softclient While the system is being installed, we already prepare one PC by installing the softclient on his end. Visit https://www.3cx.com/phone-system/download-links/ , scroll to apps and choose the app you want. Enabling remote work Force with 3CX Adding the Softclient Install the Softclient Enabling remote work Force with 3CX Using the webclient Once installed, the first extension is already up and running, even if we advise to not use extension numbers starting with ‘0’. Below the login information or out of the welcome e-mail the management console can be accessed. Management Console Webclient There also will be an e-mail sent to the auto created extension which includes the login information for the Webclient and also the configuration file for the 3CX softclient. Enabling remote work Force with 3CX Login to the 3CX Management Console Follow the link from under the finishing information of the setup or out of the welcome e-mail and enter the login information found on the finishing page or inside the welcome e-mail. Enabling remote work Force with 3CX Adding new extension From the Dashboard go to Extensions and choose ‘Add’. Enabling remote work Force with 3CX Adding new extension Enter the minimum required information which is: - Extension number - First name - Last name - E-mail address - Save with ‘OK’ Enabling remote work Force with 3CX Resgistering Softclient/Webclient After the Extension is created, a welcome e-mail will be sent automatically to the extensions e-mail, including: - Extension number - Voicemail PIN - Webclient login (Point #02) - Config file for Softclient Simply open the link to the Webclient in Chrome or double-click on the config file and open with 3CX app. AND YOU’RE IN! Boom, done! Enabling remote work Force with 3CX If the remote Home office has deskphones, we advice: To Download and install the 3CX SBC Visit https://www.3cx.com/phone-system/download-links/ and press ‘Download the 3CX SBC’ Enabling remote work Force with 3CX By using an SBC, we create a VPN like tunnel connection between the endpoint and the Server, which has the deskphone treated like a device that sits inside the same LAN like The PBX. Extract the downloaded SBC file, read the Pre-requisites for the install, then choose ‘Next’ Enabling remote work Force with 3CX Accept the License Terms and choose ‘Next’ – Go ahead with ’Next’ Enabling remote work Force with 3CX We move to the 3CX server: Inside the Management Console go to ‘SIP Trunks’ – ‘Add SBC’ Enabling remote work Force with 3CX A pop-up opens with the request to name the SBC Enter a location specific name e.g. JohnDoeHome, etc ….. Enabling remote work Force with 3CX Once clicked ‘OK’ the SBC settings can be see. Nothing has to be added, just copied. Open a ‘Notepad’ and copy the ‘Web Url’ and the ‘Authentication Key ID’ into it. Save the SBC by clicking ‘OK’. Enabling remote work Force with 3CX Swapping over to the PC where the SBC is installed and add these 2 values. Enter the 2 values into the matching field and choose ‘Next’ – choose ‘Install’ – and ‘Finish’ Enabling remote work Force with 3CX The SBC can be seen from the Management Console as Up and running. Enabling remote work Force with 3CX We now plug a new or factory defaulted IP phone into the remote network, or factory default the current one. The phone boots up and can be seen inside the ‘Phones’ node as bold entry. Enabling remote work Force with 3CX We now assign an existing extension to that specific IP phone. Highlight the IP phone and choose ‘Assign Ext’. (the difference between ‘Adding’ and ‘Assigning’ is, ‘Adding’ creates (Adds) a new extension to the PBX, while ‘Assigning’ links the phone to an existing extension.) Enabling remote work Force with 3CX Choose an extension from the dropdown. Enabling remote work Force with 3CX Choose additional settings like. - Language - Timezone - Transfer behavior - …. Then choose ‘OK’ The phone gets provisioned. Done! Enabling remote work Force with 3CX Adding the Mobileclient to a new or existing extension. Go to the App Store (iOS or Android) and search for 3CX download the app. Once installed click on the ‘Menu’ and choose ‘Scan QR Code’. Enabling remote work Force with 3CX The QR Code can be found: In the welcome e-mail The extension’s general tab inside the Management Console From within the Webclient Appendix • Prerequisites • Recommended Hardware • Settings • Bulk import with csv • Links • Alloy Training 3CX Prerequisites: Operating Systems 1 ● Linux Debian 9 (amd64 architecture) ○ Install on existing installation ○ Download the 3CX ISO https://www.3cx.com/docs/manual/installing-debian-linux-pbx/ ● Raspberry Pi Raspbian (Up to 8SC/16Ext) ● Microsoft Windows 10 Operating System 64 bit (Pro or Enterprise) ● Microsoft Server: 2019, 2016, 2012 R2 ○ Preferred: Windows Server 2016 Only use Platforms and OS you are experienced to support! 3CX Prerequisites: Operating Systems 2 Windows Linux ● Full Windows Update ● Linux OS dedicated to 3CX ○ Includes .Net updates → No other software installed ● Compatible Browser ● Free from 3rd party software like ○ Chrome, Edge, FireFox (not IE) ○ NO DNS ○ NO VPN ● Free from 3rd Party Software like ○ NO Exchange ○ NO MS SQL ○ NO DNS ○ NO VPN ● Using an AntiVirus? ○ Add exclusions for 3CX folders and network traffic 3CX Prerequisites: Hardware requirements Small Enterprise 3CX PBX Linux Debian-based Windows-based 3CX PBX Linux Debian-based Windows-based CPU Family Intel i3 (Gen.8) or equivalent CPU Family Intel Xeon E5 v4 or equivalent vCPUs 1 2 vCPUs 8 10 Memory 1 2 Memory 16 18 Storage 30 GB SSD based storage Storage 500 GB SSD based storage Medium Enterprise+ 3CX PBX Linux Debian-based Windows-based 3CX PBX Linux Debian-based Windows-based CPU Family Intel i5 (Gen.8) or equivalent CPU Family Intel Xeon E7 v4 or equivalent vCPUs 4 6 vCPUs 8+ 10+ Memory 4 6 Memory 32+ 34+ Storage 100 GB SSD based
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