Contents
1. Introduction to 3CX Phone System for Windows
What is 3CX Phone System for Windows?
Benefits of an IP Phone System / IP PBX
How an IP Phone system works
SIP phones
Software based SIP phones
Hardware based SIP Phones
Analogue phones / Fax machines using an ATA adapter
3CX Phone System editions
What’s new in 3CX Phone System V7?
All versions
Small Business, Pro and Enterprise editions
2. Installing 3CX Phone System for Windows
System requirements
Windows Vista users:
Windows 2008 users:
Run set-up
Run the 3CX Phone System configuration wizard
Upgrading from a previous version of 3CX Phone System
Activating 3CX Phone System
Firewall configuration
3CX Phone System behind a NAT / firewall
Firewall installed on the 3CX Phone System machine
The 3CX Extension user manual
Installing the 3CX VOIP Phone
The 3CX VOIP Client User manual
3. Creating Extensions
Introduction
Adding Extensions
User and Authentication information
Voice mail options
Configuring the SIP phones
Phone provisioning
Testing your setup
1. Check Phone System status with the status monitor
2. Place a call to another extension
3. Troubleshooting tips
Forwarding rules - extension behaviour on busy, no answer etc.
Importing extensions
4. Adding PSTN line(s) via a VOIP Gateway
Introduction
What is a VoIP Gateway or VoIP add in card?
PSTN line configuration overview
Definitions
Step 1: Create the PSTN gateways in 3CX Phone System
Step 2: Configure the VoIP gateway
Generating a configuration file
Configuring the PSTN Interface
5. Adding lines hosted by a VOIP Provider
Introduction
Requirements for using a VOIP provider
Step 1: Create an account with a VOIP Provider
Step 2: Add the VoIP provider account in 3CX Phone System
Specifying a STUN server
6. Creating Outbound Call Rules
Introduction
Creating an outbound call rule
7. The Digital Receptionist / Auto attendant
Introduction
Recording a menu prompt
Recording the prompt in Windows Sound Recorder
Creating a digital receptionist
Allowing callers to dial a known extension directly
Call By Name
Self-identification Message
Calling
8. Adding Direct numbers using DID/DDI lines
Introduction
DID numbers and 3CX Phone System – How it works
Adding DID’s
Troubleshooting DID lines
9. Ring groups, Call Queues, Paging / Intercom
Ring Groups
Paging / Intercom (Paid editions only)
Call Queues (Paid editions only)
10. Call conferencing
Introduction
Enabling conferencing
Creating a call conference
11. Generating Call Reports
Introduction to reports
Installing 3CX Call Reporter
Importing the call logs
Running 3CX Call Reporter
12. Connecting 3CX Phone Systems
Introduction
Creating a bridge
Calling a party on the other 3CX Phone System
13. Backup and Restore
Introduction
Running backup & restore from the command line:
Scheduling backup & restore
Backing up call logs
14. Fax server
Introduction
Sending faxes overview
Receiving faxes overview
Fax receiving configuration
Fax sending configuration
Step 1: Install Microsoft Fax Server
Step 2: Install the 3CX Microsoft Fax driver
Step 3: Configuring Microsoft Fax to use the 3CX Fax server driver
Step 4: Install the Fax clients
Changing the Fax Server Credentials
15. Monitoring your Phone System
Introduction
Things to monitor
3CX services
Windows events
Performance monitors
Monitor IP’s of gateways and phone system
16. Troubleshooting
Introduction
Manual
Configuration guides
Support FAQ
Request support via our support system
Index