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 storage Storage 500+ GB SSD based storage
Large
3CX PBX Linux Debian-based Windows-based
CPU Family Intel i7 (Gen.8) or equivalent
vCPUs 6 8
Memory 8 10
Storage 300 GB SSD based storage
Source: https://www.3cx.com/docs/recommended-hardware-specifications-for-3cx/ 3CX Prerequisites: settings
Server side
Host: 1 active NIC 1 static IP
Network: Wired network connection 3CX dedicated HTTPS port, default 5001 Chosen SIP and RTP ports are dedicated to 3CX only, default SIP 5060 TCP/UPD and RTP 9000-10999 TCP/UDP 3CX Tunnel Port (default 5090) TCP/UDP is dedicated to 3CX only
Router/Firewall: Static port-forwarding of WAN to LAN port of 3CX WAN SIP (default 5060) TCP/UDP to equal Port (default 5060) on 3CX WAN RTP (default 9000-10999) UDP to equal range (default 9000-10999) on 3CX WAN HTTPS (default 5001) TCP to equal Port (default 5001) on 3CX WAN Tunnel (default 5090) TCP/UDP to equal Port (default 5090) on 3CX
Securtity: Since port 5060 is fully open by that, the system in a way becomes vulnerable. To avoid hacking attempts from tools like Sipvicious lock down port 5060 to allowed remote IPs only on the Firewall. → Port scan 3CX Prerequisites: Bulk import with csv
Migrating a big amount of extensions from the old pbx to a new one can be a pretty demanding work.
With 3CX several tasks can be imported via csv file.
We advise to use either LibreOffice or OpenOffice instead of MS Excel. (Excel is showing to many differences between different versions and is also known for not too strict on sticking to open formats.)
Import of
- Extensions: Please find a detailed description on how to bulk import/export extensions here.
- DIDs: Please find a detailed description on how to bulk import/export DIDs here.
- Contacts: Please find a detailed description on how to bulk import/export contacts here. 3CX relevant links: https://www.alloy.com.au/3CX
3CX Version comparison: http://www.3cx.com/phone-system/edition-comparison/ Call Routing: https://www.3cx.com/docs/manual/inbound-did-call-routing/ Software: https://www.3cx.com/phone-system/download-links/ Create IVR: https://www.3cx.com/docs/manual/ivr-digital-receptionist/ Hardware: https://www.3cx.com/docs/recommended-hardware-specifications-for-3cx/ Create Call Queues: https://www.3cx.com/docs/manual/call-center-queues/ Audio Bandwidth: https://www.3cx.com/blog/docs/bandwidth-dsl-atm-isp/ Ring Group, Paging, Intercom: https://www.3cx.com/docs/manual/ring-groups-paging-intercom/ Windows: https://www.3cx.com/docs/manual/phone-system-installation-windows/ Office / CRM integration: https://www.3cx.com/docs/manual/pbx-crm-integration/ Linux: https://www.3cx.com/docs/manual/installing-debian-linux-pbx/ Live Chat: https://www.3cx.com/docs/live-chat-talk-wordpress-plugin/ Linux mini PC: https://www.3cx.com/docs/installing-debian-pbx-mini-pc/ Extension Management: https://www.3cx.com/docs/manual/pbx-extension-management/ Linux manual install: https://www.3cx.com/docs/manual/installation-linux/ Manage the PBX: https://www.3cx.com/docs/manual/pbx-management/ 3CX Linux Testing: https://www.3cx.com/docs/debian-linux-using-virtualbox/ Advanced Features: https://www.3cx.com/docs/manual/pbx-features/ 3CX Rasp Pi: https://www.3cx.com/docs/installing-pbx-raspberry-pi/ 3CX Google: https://www.3cx.com/docs/hosted-pbx-google-cloud/ 3CX Amazon: https://www.3cx.com/docs/hosted-pbx-amazon-lightsail/ 3CX SBC: https://www.3cx.com/docs/3cx-sbc-raspberry-pi/#h.klea23ed8e99 3CX Microsoft: https://www.3cx.com/docs/hosting-pbx-phone-system-microsoft-azure/
3CX SSL: http://www.3cx.com/blog/docs/ssl-crt-csr/ 3CX FQDN: https://www.3cx.com/docs/fqdn-management-allocation/ Basic Videos: https://www.3cx.com/3cxacademy/videos/basic/ 3CX FQDN/SSL: https://www.3cx.com/docs/fqdn-ssl-certificate-v15/ Intermediate Videos: https://www.3cx.com/3cxacademy/videos/intermediate/ 3CX Config Wizard: https://www.3cx.com/docs/manual/configuring-your-pbx/ Advanced Videos: https://www.3cx.com/3cxacademy/videos/advanced/ 3CX SIP Trunk: https://www.3cx.com/docs/manual/sip-trunks/ Firewall config: https://www.3cx.com/docs/manual/firewall-router-configuration/ SIP Phones: https://www.3cx.com/sip-phones/ Create Extensions: https://www.3cx.com/docs/manual/creating-users-extensions/ Bulk Extensions: https://www.3cx.com/docs/bulk-extension-import/ Config IP Phones: https://www.3cx.com/docs/manual/configuring-ip-phones/ Config Gateways: https://www.3cx.com/docs/manual/configuring-voip-gateway/
3CX Firmware: https://www.3cx.com/support/phone-firmwares/ 3CX Registration checker: https://customer.3cx.com/registrationchecker.aspx 3CX Supported Network configs: https://www.3cx.com/blog/docs/network-configurations-supported-3cx-phone-system/ Converting Files to WAV: https://www.3cx.com/docs/converting-wav-file/ 3CX Backup: https://www.3cx.com/docs/manual/pbx-backup-restore-failover/ Alloy Support
Alloy provides:
Free* reseller support for: Paid pre-configurations for: Paid onsite support for: Paid enduser support for: - 3CX - 3CX - 3CX - 3CX - Grandstream - Grandstream - Grandstream - Grandstream - Epygi - Epygi - Epygi - Epygi - Yealink - Yealink - Yealink - Snom - Snom - Snom - 2n - 2n - 2n - Cyberdata - Cyberdata - Cyberdata - Alloy Switches - Alloy Switches - Alloy Switches - Headsets - Headsets - Headsets
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