3CX Phone System for Windows Manual
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Manual 3CX Phone System for Windows Version 11 Copyright 2006-2012, 3CX Ltd. http://www.3cx.com E-mail: [email protected] Information in this document is subject to change without notice. Companies’ names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of 3CX Ltd. 3CX Phone System for Windows is copyright of 3CX Ltd. 3CX is a registered trademark, and 3CX Phone System for Windows and the 3CX logo are trademarks of 3CX Ltd. in Europe, the United States and other countries. Version 11.0 – Last updated 08 July 2012 Table of Contents INTRODUCTION ................................................................................................................................................................ 9 What is 3CX Phone System for Windows? ......................................................................................................... 9 Benefits of 3CX Phone System ........................................................................................................................... 9 How an IP Phone system works........................................................................................................................ 10 SIP phones ........................................................................................................................................................ 11 3CX Phone System editions.............................................................................................................................. 12 What’s new in 3CX Phone System V11? .......................................................................................................... 13 Additional Resources ........................................................................................................................................ 14 ESSENTIAL 3CX PHONE SYSTEM CONFIGURATION ......................................................................................................... 17 1. INSTALLING 3CX PHONE SYSTEM FOR WINDOWS................................................................................................... 18 System requirements ........................................................................................................................................ 18 Download and install 3CX Phone System ......................................................................................................... 18 3CX Phone System configuration wizard .......................................................................................................... 19 Upgrading from a previous version of 3CX Phone System ............................................................................... 20 Activating 3CX Phone System .......................................................................................................................... 21 Firewall configuration ........................................................................................................................................ 21 3CX MyPhone ................................................................................................................................................... 22 System prompts language ................................................................................................................................. 22 2. CONFIGURING PHONES AND EXTENSIONS ............................................................................................................. 23 Introduction ........................................................................................................................................................ 23 Provisioning your phones .................................................................................................................................. 23 Configuring Grandstream, Tiptel, snom and Yealink phones ........................................................................... 23 Configuring 3CXPhone for Android, iPhone and Windows ............................................................................... 24 Configuring Cisco, Polycom and older models of Grandstream phones .......................................................... 26 Extension Configuration .................................................................................................................................... 27 Importing extensions ......................................................................................................................................... 28 3. ADDING PSTN LINE(S) VIA A VOIP GATEWAY .......................................................................................................... 29 Introduction ........................................................................................................................................................ 29 Recommended VoIP Gateways ........................................................................................................................ 29 Configuring VOIP Gateways ............................................................................................................................. 30 4. ADDING A VOIP PROVIDER / SIP TRUNK ................................................................................................................. 33 Introduction ........................................................................................................................................................ 33 Requirements for using a VoIP provider / SIP Trunk ........................................................................................ 33 Configuring a VoIP Provider / SIP Trunk ........................................................................................................... 33 Specifying a STUN server ................................................................................................................................. 35 DID’s and Inbound Call Identification ................................................................................................................ 35 5. CREATING OUTBOUND CALL RULES ........................................................................................................................ 39 Introduction ........................................................................................................................................................ 39 Creating an outbound call rule .......................................................................................................................... 39 6. 3CX MYPHONE ....................................................................................................................................................... 41 Introduction ........................................................................................................................................................ 41 Deploying 3CX MyPhone .................................................................................................................................. 42 Updating 3CX MyPhone .................................................................................................................................... 42 Using 3CX MyPhone ......................................................................................................................................... 42 http://www.3cx.com/blog/extension-user-manual/Managing 3CX MyPhone .................................................... 43 Grouping & Assigning Rights ............................................................................................................................ 43 The Management Extension group ................................................................................................................... 45 7. THE DIGITAL RECEPTIONIST / AUTO ATTENDANT ................................................................................................... 47 Introduction ........................................................................................................................................................ 47 Recording a menu prompt ................................................................................................................................. 47 Creating a digital receptionist ............................................................................................................................ 47 Allowing callers to dial a known extension directly ........................................................................................... 48 Call By Name..................................................................................................................................................... 49 ADDITIONAL FEATURES OF 3CX PHONE SYSTEM ............................................................................................................ 51 8. ADDING DID NUMBERS / INBOUND RULES ............................................................................................................. 52 Introduction ........................................................................................................................................................ 52 DID numbers and 3CX Phone System – How it works ..................................................................................... 52 Adding DID’s.....................................................................................................................................................