Configuring the Virtual PBX Instance
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Once your Virtual PBX instance has been created, you received an e-mail with login credentials, a URL to your management console, as well as the next steps that need to be done to configure your Virtual PBX.
Step 1: Configure your Virtual PBX Using the Configuration Wizard
- Click on the URL you received to launch the 3CX Management Console
- Login with the WebAdminUser and WebAdminPassword credentials provided.
- When you first login to a new Virtual PBX you will be presented with the “Configuration Wizard”. Read Configure 3CX Phone System V14 to learn about the steps necessary to successfully configure your instance.
Step 2: Create Extensions
Step 3: Connect a SIP Trunk
To give customers a dial tone, you need to add a SIP trunk. The easiest way to do this is to use a separated SIP trunk for each customer. Depending on your agreement with the SIP trunk provider this will be billed directly to the customer or to you. 3CX Phone System does not include a billing, so ensure you work with a supported SIP trunk providers that are able to provide:
- Separate account per customer
- Direct billing to customer.
- Must be supported by 3CX!
Separating the SIP trunk will greatly reduce the security and credit risk compared to having one SIP trunk for all customers.
For the procedure on how to create dedicated SIP trunks, see our Adding a VoIP Provider / SIP Trunk guide.
Step 4: Create Administrators for your Customers Instances (Optional)
If you wish to allow your customers to be able to edit all their own 3CX Phone System settings, you have a number of different options to choose from.
- If you want them to manage their own extensions, but not Sip Trunks or Gateways, you can choose from different user levels: Department manager, who can manage the extensions of their group, and System manager, who can manage all extensions.
- You can also choose to allow them full access to include the SIP trunks Gateways.
To set these options, see the Delegating 3CX Management Console Access guide.
Once you have delegated access for your customers you can send them the details they require to login and administer their own instance. Details they will require are:
- UserName: Will be their extension number.
- Password: The Access Password for the 3CX Web Service (found in the management console “Extensions” > “Edit Extension”> “Options” tab.
- Web URL: The URL that they will use to gain access to their management console. The URL will look something like this - https://instance1.subdomain.domainname.com/management.
Changing the Admin User and Password for an Instance (Optional)
Now that you have configured your instance you may want to change the WebAdminUser and WebAdminPassword.
- Login the instances’ Management Console, that you would like to change the name and password for.
- Expand the “Settings” node > select “General” > and switch to the “Admin Credentials” tab.
- Enter the New Name for the administrator in the “Administrator Username” field
- In the “Old Password” field type in the password that you first used to access your instance.
- Then proceed to type your new password in the following 2 fields and click “OK”.
Make sure that you keep these new credentials in a safe place. You can give them to your customer who can also change them if they are going to manage their own instance, without your supervision.
Step 5: Using the 3CX Tunnel Option
The 3CX Tunnel configuration option allows you to bundle all SIP traffic over a single TCP port. All provisioning information can be sent via the 3CX Tunnel and the SBC, installed at the customers site. If you decide to use the SBC Deploying a Virtual PBX Configuration to a Customer, there are two items you will need from your 3CX Management Console Tunnel configuration.
- The Tunnel Port Number
- The Tunnel Password
To see your 3CX Tunnel configuration:
- Access the 3CX Management Console for the instance.
- Click on “Settings” > “Security” > “3CX Tunnel” Tab.
The Tunnel port will be different for each instance. The password can be viewed and changed by pressing the reveal password tab, next to the Tunnel password field.