Course Content - Basic 1.1
Installing the 3CX client
Welcome to the online training series from 3CX. This module will concentrate on how to install a 3CX Client 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 Client to an extension.
So, what is the 3CX Client? The 3CX client 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 client 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 Client 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 client 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 client, from the welcome email, which we will see 2 slides further down.
After you have installed the 3CX Client, you have to provision it. But what is Provisioning?
Provisioning, is the process of automatically configuring the 3CX client with the correct settings.
This minimizes human errors and makes it much quicker to deploy.
The easiest way to provision a 3CX Client, is using what we call, Welcome Email Provisioning.
The procedure is identical for all 3CX client 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 client.
Providing they have the 3CX Client 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.
With the introduction of the 3CX web client, we have also added another way of provisioning a 3CX mobile client, on the iOS and Android platforms.
Using a QR code which is accessible from the web client, we can now provision a mobile client, even if we don't have access to an email account.
From the user menu on the top right or the settings menu on the left, select to Scan the QR code. A QR code will show up on screen. Scan this from the 3CX mobile client. If you just installed the client, 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 client.
That’s it! The client will now be provisioned with all the necessary settings.
All the users need to do now is to use the client.
Once the client has been provisioned the user will be able to use any of the features 3CX has to offer.
On top of that, the 3CX Client 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 Client 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 Module 1.3, Configuring the Firewall, in order for the 3CX Client 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 Module 1.0, 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 Clients 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 Client 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 a client, 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 Client. At that point, the app will connect back to the PBX to retrieve the incoming call.
Thank you, and goodbye!