Migrating from another partner

[ChoiceCS]

Hi All,

I'm new to 3CX, so please bear with me.

I have a client that wishes to swap their 3CX management to us from a different IT company.

The previous IT company provided: a backup file, the current key and the FQDN.

From my research, I believe I need to complete the following:
- Link the client to our Partner Portal
- Shutdown the current instance.
- Purchase new host / server.
- Reinstall a new instance on the new server (restoring the backup file during this process)

I have a few questions first though:
- Can I link the client to our partner portal from within our partner portal somewhere? Or does this need to be done from the customer portal? They have already been unlinked from their current partner, but we don't have access to their customer portal to link to us.
- When restoring the backup, will I be prompted for the FQDN and License Key at that point (provided the backup was made without the FQDN & Key)?
- Provided the FQDN stays the same, do I need to do anything with SIP trunking, etc?

Alternatively, is this something I can pay the 3CX support team to do / to assist with? Is this a service they offer?

 

[Evolute IT]

Okay, so, you want to host and support a 3CX for a customer, but you have no idea how to manage a 3CX?

 

[ChoiceCS]

We are quite new to 3CX and have a couple of new installs we currently manage, but do not have experience with the migration process of current installations from previously configured system hosted on different servers. From what I can see it is quite simple, but our main issue is that the previous IT company is not providing the login for the Management portal (which is how I link the customers account to ours partner portal I believe).

So I guess my main question is if the linking can be achieved from my Partner Portal or do we need access to the client's current portal?

The other questions is more me confirming what I think is correct.

As far as having support complete the process, I would prefer this as it is much easier and cost efficient for us.

 

[Evolute IT]

Can I link the client to our partner portal from within our partner portal somewhere? Or does this need to be done from the customer portal? They have already been unlinked from their current partner, but we don't have access to their customer portal to link to us.

You will need to either set yourself as partner in the 3CX Dashboard (on the PBX), under My Partner, or via the new Customer Portal in the subscription menu. You cannot do it from your own Partner Portal.

When restoring the backup, will I be prompted for the FQDN and License Key at that point (provided the backup was made without the FQDN & Key)?

Yes it will ask for it if not provided in backup. Keep in mind that FQDN is bound to the key so if not using the same key, FQDN cannot be used until Released.

Provided the FQDN stays the same, do I need to do anything with SIP trunking, etc?

Shouldn't unless they had IP Based trunks, for which you'll need to change the auth IP address.

Alternatively, is this something I can pay the 3CX support team to do / to assist with? Is this a service they offer?

Not exactly. They do have "Hosted by 3CX" where they manage it for you (paid of course, and has quite some limitations), but they don't do migration service.

I would strongly suggest trying to partner with another 3CX Partner, maybe local to you, to get help when needed.

Also, I recommend you go through the Academy and the certifications for better understanding of all 3CX concepts.

 

[ChoiceCS]

You will need to either set yourself as partner in the 3CX Dashboard (on the PBX), under My Partner, or via the new Customer Portal in the subscription menu. You cannot do it from your own Partner Portal.

Yes it will ask for it if not provided in backup. Keep in mind that FQDN is bound to the key so if not using the same key, FQDN cannot be used until Released.

Shouldn't unless they had IP Based trunks, for which you'll need to change the auth IP address.

Not exactly. They do have "Hosted by 3CX" where they manage it for you (paid of course, and has quite some limitations), but they don't do migration service.

I would strongly suggest trying to partner with another 3CX Partner, maybe local to you, to get help when needed.

Also, I recommend you go through the Academy and the certifications for better understanding of all 3CX concepts.

Thank you so much, you have answered my questions perfectly.

And yes, I am trying to get through the Academy but time is short (and I'm currently meant to be on holidays). Will definitely take the time to complete in the new year though.

Thanks again & Happy New Year!!

 

[Evolute IT]

Thank you so much, you have answered my questions perfectly.

And yes, I am trying to get through the Academy but time is short (and I'm currently meant to be on holidays). Will definitely take the time to complete in the new year though.

Thanks again & Happy New Year!!

Don't hesitate to DM me if you need assistance.

Happy New Year you too!

 

[cobaltit]

One thing I didn't see mentioned here is you want to coordinate with the losing provider to make sure they turn the existing instance off before you restore the backup so there's no conflict. But you make the migration sound complicated but it's not. Provided it's a full backup, you just install where you want and restore and then when you get into the management console you can link the instance to your company. It doesn't really matter when you link the instance to yourself in this case.

Also, you mentioned the losing provider didn't give you/the customer access to the management console for the existing installation. Does this mean you don't know the FQDN/Port or you don't have the username/password?