First time configuration of 3CX Phone System
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Once you have installed 3CX, or else obtained a hosted instance of 3CX, you will need to go through a number of steps to prepare 3CX for your company:
- Run the 3CX Setup Wizard
- Create Extensions
- Configure a SIP Trunk or VoIP Gateway
- Deploy IP Phones
Step 1: Run 3CX Setup Wizard
After you have run the configuration tool, the 3CX Management Console will load up. Enter the username and password that you specified, select the language and click the “Login” button. The “Setup Wizard” will walk you through the initial configuration step by step.
- Extension Length - Choose the number of digits that extension numbers should have. This cannot be altered later. Click “Next.”
- Administrator Email - Enter the Administrator Email Address that will receive notifications. Click “Next.”
- Mail server - Configure a mail provider for email notifications to be sent. You can either use a hosted mail provider or your own mail server. If you select Office 365 or Outlook.com, you just provide your email address and password. If you select Gmail, you must login to the account, go to My Account > Sign In & Security > Connected Apps & Sites and enable “Allow less secure apps & sites”. More info here. If you want to use your own mail server, select “Use Custom SMTP settings” and enter the correct mail server details. Be sure to click “Test” to check all is configured correctly. Click “Next.”
- Region and Time Zone - Select your country and time zone and click “Next.”
- Operator & Voice Mail Extensions - Create an Operator Extension (Enter name and email address). This will be the default destination for inbound calls. Now select a VoiceMail Extension number - users will retrieve their voicemail on this number. Click “Next.”
- Allowed Countries - Specify the countries or regions to which you want to allow calls to. Calls to countries which are not selected will be blocked. This feature reduces the risk of VoIP toll fraud. Click “Next.”
- System prompts Language - 3CX Phone System ships with a US English prompt set by default. Prompts are recorded voice files that are played by the system to callers and users of the system. For example, when a user picks up their voice mail, the system prompts will instruct the user what buttons to press in order to hear or delete voice messages. You can select a different prompt set from the drop down.
- Registration - During initial setup, you entered the license that you either purchased or obtained when downloading 3CX. With proper registration details you will get one year free maintenance as well as access to the end user portal. Check that your Company, Contact Name, E-mail, Telephone, Country and optional Reseller Name are correct. These details are reviewed by 3CX prior to activating your free maintenance. If you need to correct the details, enter them and click “Update”. Note: If you run DPI (Deep Packet Inspection), license key activations will be rejected for security purposes.
- Click Finish. 3CX is now configured and you can start to create extensions.
Step 2: Create extensions
After you have run the configuration tool and gone through the setup wizard, you must create your extensions. There are several ways to do this:
- Plug in a phone and create a new extension automatically after the phone is detected.
- Create them one by one from the “Extensions” node.
- Import users from Active Directory or an LDAP server and have the extensions created.
- Import the users from a .csv file including parameters such as DID.
- Import the users from another phone system such as Asterisk and create the extensions.
Creating extensions when provisioning phones
Importing Extensions from Active Directory or LDAP
You can import extensions directly from Active Directory or another LDAP server. The added benefit to this method is that every time a change is made to the user configuration in Active Directory, users can be re-synchronised, in which case only the updates will be imported. The step by step guide on how to Import Extensions via 3CX Active Directory explains the process in detail.
Importing Extensions from a .csv FiIe
Create a spreadsheet with columns for each field that you wish to import and save as a .csv file. The document How to Manage Extensions in Bulk using a .csv file has a detailed explanation on how to achieve this.
Import users from an Asterisk installation
- How to configure a Gmail account as your SMTP Server.