Configuring Exchange Server 2007 Unified messaging with 3CX Phone System
This article describes how to setup Microsoft Exchange 2007 server as a Unified Messaging Server and configure 3CX Phone System to use it for voice mail and auto attendants.
IMPORTANT: This guide has been tested with the following components:
- Exchange 2007 SP1 RU8
- 3CX Phone System version 7.1 and above
- 3CX Phone System must be installed on a separate machine.
Step 1: Exchange configuration
Exchange integration is not available in the free version of 3CX Phone System.
Exchange Server 2007 must be installed with “Unified Messaging Role” enabled.
For SBS 2008 you need premium user licenses to enable UM for the users.
Figure 1:Main exchange Server 2007 setup
Figure 2:Creating a UM Dial Plan
Start up the Exchange Management Console. Click on Microsoft Exchange / Organization Configuration / Unified Messaging / UM Dial Plans and create a new Dial Plan. Important: Select the same number of digits for extension numbers as you have configured in 3CX Phone System. Name the Dial Plan “3CX PBX Extensions”
Figure 3:Register the Dial Plan
Register the dial plan for Unified Messaging. Go to Microsoft Exchange / Server Configuration / Unified Messaging and click on “Select Server”. Right click and select Properties / UM Settings. Click “Add” and choose “3CX PBX Extensions
Step 2: Create Unified Messaging IP Gateway
Figure 4:New UM IP gateway
Go to Microsoft Exchange, Organization Configuration, Unified Messaging, UM IP Gateway. Enter the IP address of the 3CX Phone System Server and select the dial plan you just created. Automatically the Exchange adds a “3CX PBX Extensions Default Policy” which will be applied to the UM server. These can be changed according to the company requirements.
Figure 5:Default policy properties
Figure 6: Enable Unified Messaging on Mail boxes
Enable unified messaging on the Exchange mailboxes in order to receive voice mail. Select the user’s mailbox, right-click and click on ‘Enable Unified Messaging’.
Choose the “3CX PBX Extensions Default Policy” and enter a valid PIN that matches the Default policy requirements. (This PIN number is for exchange authentication and has no relation with the Voice Mail pin number set in 3CX Phone System.)
Enter the extension number for this user. In this example the user “phonetester” will have the extension number of 100.
Step 3: Configuring 3CX Phone System
Go to General Settings / Advanced and click on the “Exchange 2007” tab. Enable the feature, and enter the IP and port of the machine running the Exchange Server 2007 Unified Messaging Role.
After applying this configuration, all voicemail calls will be handled by exchange. All Voicemail messages will be stored in Exchange.
Additional Information: If you prefer to use Exchange auto attendants rather than 3CX auto attendants, you can do this as follows:
Figure 7: Digital Receptionist Section in 3CX Phone System
Create a Digital Receptionist on 3CX Phone System and check the option “Redirect to MS exchange”.
Figure 8: New UM Auto Attendant
After go to the Exchange server and create a UM Auto Attendant using Exchange Management Console (Microsoft Exchange/Organization Configuration/Unified Messaging/UM Auto Attendants).
Select the dial plan you previously created for the voice mail integration.
Specify the extension number of the Digital receptionist pre-created in 3CX in the Extension numbers section and click on Add.
Select the checkbox “Create auto attendant as enabled” and click on New. The Exchange Auto Attendant is configured.
Known exchange limitations:
Exchange 2007 UM does not support a MWI (Message Waiting Indicator
It is not possible to use the Exchange 2007 UM Play on phone feature.
Exchange will not play music on hold when it transfers a call from an autoattendant to an extension
General 3CX Phone System FAQs 
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