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First Time Configuration of 3CX

On this topic

Start the PBX configuration Wizard

Section 1 - New Install or Restore and IP Type

Section 2 - Choosing an FQDN

Section 3 - DNS type and Port selection

Section 4 - Credentials, Extension length, Language

See Also

Start the PBX configuration Wizard

Once 3CX is installed, it needs to be configured for your network. The 3CX PBX Web Configuration Tool obtains important network and security settings and configures 3CX accordingly. To run it, enter the IP of the machine 3CX is installed on, followed by port 5015 (e.g. http://10.172.1.88:5015) in a browser on another machine. Alternatively, you can run the configuration tool from the command line by selecting option (2). After launching the 3CX PBX Web Configuration Tool you need to complete the following steps:

Section 1 - New Install or Restore and IP Type

  1. Select your installation type and click “Next”:
  • “New install for a new customer”. Enter your company details and optional 3CX partner ID to get a free 8 sim call standard license key for up to 25 extensions.
  • “New install for a customer with license key”. Copy and paste the key here.
  • “Restore an existing backup configuration”. Select “Upload backup file” to browse to your backup configuration file.
  1. Confirm your Public IP Address. Select “Yes” to confirm or “No” to enter your public IP manually (In case your HTTP traffic is routed via a different network - be sure to enter the correct one!). Select “Next” to proceed.
  2. Specify whether your public IP is static or dynamic. For professional use, a static IP (which does not change) is required. For residential use or evaluation purposes, you can use a dynamic IP. A dynamic IP changes at certain intervals. Although 3CX detects the IP change and updates the FQDN accordingly, your calls are not routed until it does so. Select your public IP type and then select “Next”.

Section 2 - Choosing an FQDN

  1. 3CX requires a fully resolvable FQDN (Fully Qualified Domain Name) and a matching SSL certificate for security. This allows 3CX to work seamlessly in and out of the office. IMPORTANT: the FQDN/Subdomain you choose is linked to your licence key.
  • I need a 3CX FQDN: For easy setup, you can choose a 3CX supplied FQDN and Let’s Encrypt certificate. This is provided FREE of charge for 8 SC standard licenses perpetual and annual. 16 SC and up perpetual licenses require valid maintenance. You are prompted for your preferred domain suffix based on your Domain Group Selection.
  • I have my own FQDN: (Pro and Enterprise only). You need to create an FQDN and configure your DNS accordingly, as well as upload your own trusted SSL certificate. If you are not familiar with this, do not choose this option! You are asked for a
    pfx
    ,
    cer
    or
    crt
    file and optional passwords.

Note: We do not support self signed certificates.

Section 3 - DNS type and Port selection

  1. Specify whether you have a DNS server which you can manage (e.g. Microsoft DNS):
  • I manage my DNS, use single FQDN - In this case we recommend using a single FQDN, for example: “mycompany.3cx.us”. The FQDN must resolve on your LAN to the machine on which 3CX Phone System is installed, and from the internet it must resolve to your Public IP. You need to use “Split DNS” on your router/DNS server. More information on how to Create FQDN using Split DNS.
  • I do not manage my DNS, use a separate External FQDN/Local IP or FQDN, for example pbx.interobit.com / 192.168.0.1 or pbx.interobit.local. If you do not have access to your DNS server, specify a separate external FQDN, a local IP or local FQDN internally. The external FQDN is used for devices connecting from outside the LAN. The local IP / local FQDN is used for internal devices.
  1. Select which ports you wish to use for the Web Management console and for VoIP services (SIP and Tunnel ports). 3CX detects whether you are using NAT or not based on your IP. If you are behind a NAT you need to configure your firewall / router accordingly. More information here.
  2. Select the network interface which is connected to the internet / public IP you specified. If you have multiple interfaces ensure this interface is the one with the default gateway configured. In case the 3CX host features a private and direct WAN interface and users are to connect to this installation locally and remotely, select the internal interface, which is not configured with the default gateway, and alter the setting in “Settings” > “Network” > “Public IP” tab > ”Network Card Interface” section, after the installation to the public interface IP address. The FQDN and SSL Certificates are generated, downloaded from Let’s Encrypt and installed to the 3CX Web server. Click “Next”.

Section 4 - Credentials, Extension length, Language

  1. Specify the username and password (case sensitive) to access the 3CX Management Console. Make sure to choose a strong username and password combination to prevent unauthorised access to your PBX and click “Next”.
  2. Administrator Email - Enter the Administrator Email Address to receive notifications. Click “Next.”
  3. Extension Length - Choose the number of digits that extension numbers should have. This cannot be altered later. Click “Next.”
  4. Select “3CX SMTP Server”. This is the quickest option because you need to configure nothing as this is a service offered by 3CX. If you have your own SMTP server or you use any one of the email providers listed in the SMTP Providers dropdown, select your SMTP and configure it accordingly. Click “Next”.
  5. Region and Time Zone - Select your country and time zone and click “Next.”
  6. Operator & Voicemail Extensions - Create an Operator Extension (Enter name and email address). This is the default destination for inbound calls. Now select a Voicemail Extension number for users to retrieve their voicemail and click “Next”.
  7. Countries calls can be made to - Specify the countries or regions want to allow calls to. Calls to countries which are not selected are blocked, to reduce the risk of VoIP toll fraud. Click “Next”.
  8. Select Language - 3CX 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 voicemail, the system prompts 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 menu.

  1. The configuration tool needs some time to configure 3CX and start the services. Once done, a confirmation page is shown with important information, also sent to your admin e-mail. Now you can login to the management console.

See Also

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