Course Content - Basic
Installing the 3CX Apps
Welcome to the online training series from 3CX. This module will concentrate on how to install a 3CX App and how to configure it with 3CX.
Specifically, we will be talking about the prerequisites, as well as explaining what a softphone is, the provisioning process using both the Welcome Email and QR Code methods, and how all this works towards our goal, which is registering a 3CX App to an extension.
So, what is the 3CX App? The 3CX App allows users to make and receive calls. Apart from these basic functions though, it also adds video calls, chat, Presence View, and Video conferencing.
The 3CX App can be used anywhere, as long as you have a good internet connection, allowing you to work from anywhere.
And all of this does not mean that you need to retire your deskphone. They can work in parallel so that you can make or receive calls from either one, by a functionality called SIP Forking.
SIP Forking basically, is the ability to ring multiple SIP endpoints simultaneously in a call.
The 3CX App can be installed either on Windows, or a Mac OS, using the Operating System versions shown on screen.
Additionally, it can also be installed on any Android or iOS device using the Operating Systems shown.
To install the 3CX App on Windows or Mac, download it from the 3CX website, or from the customer portal. For smartphones, access the respective Application Store and search for 3CX and install, just as you would any other app. There are also links to download the 3CX App, from the welcome email, which we will see 2 slides further down.
After you have installed the 3CX App, you have to provision it. But what is Provisioning?
Provisioning, is the process of automatically configuring the 3CX App with the correct settings.
This minimizes human errors and makes it much quicker to deploy.
The easiest way to provision a 3CX App, is using what we call, Welcome Email Provisioning.
The procedure is identical for all 3CX App types and can be done remotely as well.
The welcome email is sent to the extension users automatically upon creating an extension, though it’s easy to resend from the Management Console. Attached to this email is a provisioning file. The user just has to double click on this attachment, or drag and drop to the App.
Providing they have the 3CX App already installed on their device, this will launch the client and automatically configure it. That’s all there is to it!
All an Administrator has to do, is log into the Management Console, go to the Extensions page on the left, highlight the Extension they want to provision, and press the “Send Welcome Email” button. Of course, make sure your phone system has a correctly configured SMTP server, and valid email addresses defined on the extensions.
We have also added another way of provisioning a 3CX mobile App, on the iOS and Android platforms.
In addition to the Welcome Email attachment, the App can be provisioned with a QR code. This QR code can be found, as a 2nd attachment in the Welcome email, in the 3CX Web Client and in the “Client” tab of the extension’s settings in the 3CX Management Console.
Within the Welcome Email, a 2nd attachment file will now be visible. This is the QR code that can be used to provision the extension. Just open the 3CX App and from the “More” menu, choose QR Provisioning. This will open the camera of the phone, and after the relevant rights have been granted, you can scan the QR code which is on-screen.
Within the 3CX web Client, the QR code can be found in the user menu on the top right or the settings menu on the left. Select to Scan the QR code from the menu. A QR code will show up on screen. Scan this from the 3CX Mobile App. If you just installed the App, you should see a prompt to scan the QR code, otherwise go to the “More” menu to find the option. Within seconds you will have a fully provisioned App.
Within the Management Console, in the settings of each individual extension, the QR code is also available for scanning, from a 3CX Mobile App.
That’s it! The App will now be provisioned with all the necessary settings.
All the users need to do now is to use the App.
Once the App has been provisioned the user will be able to use any of the features 3CX has to offer.
On top of that, the 3CX App can be used from any location where an Internet connection is available. No extra configuration is required.
This means that if you have just provisioned your 3CX App on your mobile device, you can just turn on your mobile data and continue using your Extension from anywhere.
Although we cover this in another module, and more specifically, in the Firewall Configuration module, in order for the 3CX App to be used from outside the PBX LAN, some port forwarding will be required.
Specifically you will need to forward the 3CX Tunnel port to the 3CX Server, for TCP and UDP traffic. By default this is port 5090, however, as mentioned in the Installing 3CX Module. During the installation of the PBX, you can freely choose the ports of the PBX, including the Tunnel port. Additionally, the HTTPS port which is usually 5001, should also to be open for TCP to allow for the provisioning to be successful, and to receive the presence information from the PBX.
Finally, our 3CX Apps for Android and iOS make use of PUSH technology. This is a native feature smartphones have, that allows applications to hibernate when they are not in use, and activate only when required. This drastically reduces the battery consumption. This means that your 3CX App on your mobile device will only wake up when you are receiving an incoming call. This requires no manual configuration from the user.
What will happen exactly, is when 3CX wants to send an incoming call to an App, the PBX will first send a PUSH request to the respective service operated by Google or Apple, which in turn will wake up your phone and launch the 3CX App. At that point, the app will connect back to the PBX to retrieve the incoming call.
Thank you, and goodbye!