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Creating Extensions and Deploying the 3CX Apps

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Creating Extensions and Deploying the 3CX Apps

Introduction

Creating Users/Extensions

Importing from a CSV file

Importing from Office 365

Information on Local Exchange Server and Linux based 3CX

Enabling Exchange Calendar Profile Switching

Importing from FreePBX ®

Welcome Email

Online Cheat Sheet

The 3CX Apps

Deploying the 3CX Apps

Managing the 3CX Apps

Updating the 3CX Apps

See Also

Introduction

This document describes how to create/import extensions and deploy the 3CX Apps to users.

Creating Users/Extensions

The “Extensions” function enables you to create, import and manage Extensions. To create a single extension, go the Extensions function in the 3CX Management Console and simply click the Add button.

Importing from a CSV file

You can create a batch of extensions by importing a spreadsheet with the key information for each User / Extension with these steps:

  1. Download the Extension Import Spreadsheet.
  2. Enter extension, name, DID, etc. for users / extensions to import, keeping the original column order. For a full listing of all import possibilities, see Import Extensions via .csv.
  3. In the 3CX Management Console, click on the Extensions function and then on the Import button.
  4. Select Import CSV, browse to select your extension CSV file and click Open to import your extension to 3CX Phone System.

Note: If using Microsoft Office ensure that the MAC Address column is NOT presented as a number. To fix, right-click on the MAC address column, select Format Cells… and choose text.

Importing from Office 365

To configure the 3CX Phone System to synchronize with Microsoft Exchange, you need to “Create an Impersonated Microsoft Exchange User Account” based on this guide and follow these steps in your 3CX Management Console:

  1. Click on the “Contacts” function, then Office 365 and fill in the following fields:
  • “Office 365 Server URL” - specify the FQDN to OWA of the Microsoft Exchange Server. Office 365 users need to use:
    https://outlook.office365.com/owa
    .
  • Insert your impersonated account details in the “Impersonated User Account” and “User Account Password” fields.
  1. To populate the company phonebook with contacts from a public folder, click on “Select Folders” > “Add Folder” and specify the path to a public folder, e.g.
    Public/contacts
    .

Note: Contacts in the Exchange directory root folder, i.e.

Company/
cannot be synced.

  1. To synchronise a user’s personal phonebook with their personal exchange contact folder entries, click on “Select E-mails”, add the user(s) in the list of email accounts to sync and click on “OK”.
  2. Click “OK” to save the Office 365 sync configuration.

To review your Exchange contacts synchronization with 3CX, go to the “Contacts” function in the 3CX Management Console. Exchange contacts are marked with “Office 365” as “Contact Type”. 

Information on Local Exchange Server and Linux based 3CX

If you plan to synchronize 3CX on a Linux-based OS to MS Exchange, the following configuration restrictions apply:

  • A local Exchange Server cannot be used when a self-signed certificate is used by IIS Web Services. Only publicly trusted certificates are allowed.

  • To make Linux working without “Windows Authentication”, the following changes to the authentication section of the IIS virtual directory for EWS must be applied:
  • Disable: Windows Authentication
  • Enable: Basic Authentication

Important: If other services connect to the EWS service, the system administrator needs to validate these changes and their effect.

Enabling Exchange Calendar Profile Switching

Having successfully configured MS Exchange Sync, you can take advantage of the ability to automatically change your extension status, based on your  Outlook calendar status (requires Exchange version 2013 SP1, 2016 or Office 365 with Exchange). If you have scheduled appointments where your “Show As” status is set to “Working Elsewhere” or “Away”, then your status in 3CX Phone System automatically changes to the “Do Not Disturb” or “Away” respectively.

To enable this feature, select “Contacts” > “Office 365” and enable the “Change status to Away or DND option. More info in the how to use Exchange calendar status synchronization guide.

Importing from FreePBX ®

If you are running FreePBX you can export your current extension list and import it into 3CX. See the FreePBX migration guide for the exact procedure.

Welcome Email

When you create an extension, a Welcome Email is sent to the email of the new extension, containing important information: from where to download the apps, a QR code and an attachment for app auto-provision.

If a user has lost the Welcome Email you can resend it:

  1. Log in to the 3CX Management Console and go to the “Extensions” function.
  2. Select the extension and click the Send Welcome Email button at the top toolbar.
  3. An email is sent to the email address associated with the extension along with an attachment for auto-provisioning.

Online Cheat Sheet

3CX provides all users to an online cheat sheet which visually describes the most important 3CX’ functions. You can find it here: https://www.3cx.com/user-manual/ 

The 3CX Apps

3CX includes softphones for Windows, Mac, iOS, Android and Google Chrome. 3CX’s Web Client allows users to control their IP phones (supported only) and softphones from their desktop for easy call setup. The following functions are provided:

  • Call Pop-up – 3CX allows you to answer/reject/transfer a call from your desktop.
  • Easy Call Transfer / Park – Transfer or park a call with a mouse click, no need to learn dial codes or call transfer procedures on a phone.
  • Presence – view statuses of other extensions and avoid unnecessary calls.
  • Click to Call – colleagues, numbers in web pages or contacts in CRM software.
  • Hot key Dialling – place/control calls using configurable keyboard shortcuts.
  • Queue Monitoring – view the status of queues that you manage or are a member of.
  • Call Monitoring - see callers waiting in a queue and be able to pick up a call.
  • Text Chat – message other users one to one or create a group chat.
  • Record Calls – you can record a call by clicking the record button.
  • Phonebook 3CX Web Client provides easy access to the company and personal phonebooks.

Deploying the 3CX Apps

The 3CX Apps are installed via the Apple Store, Google Play Store or via download links (Mac and Windows), included in the user's Welcome Email together with a QR code and attached configuration file.

After the user has installed the corresponding 3CX App they need to scan the QR code displayed in their Welcome Email (or in the Account menu in the Web Client) or they must double click on the attachment provided (Windows and Mac).

App / Client

Download Link

Provisioning Method

iOS

From the Apple store.

QR code

Android

From the Google Play store

QR code

Web

<my-pbx.3cx.eu/webclient>

Login

Windows

Download the 3CX App for Windows as an MSI file.

Open the attachment provided in the Welcome Email

MAC

Download the 3CX App for Mac as a DMG file.

Open the attachment provided in the Welcome Email.

Google Chrome

Click to Call

Google Chrome Extension

Link to guide

Firefox Click to Call

Firefox Extension

Link to guide

Note: You can deploy the 3CX App for Windows via Active Directory, combined with the required Microsoft Visual C++ 2010 x86 msi package on x86 and x64 clients.

Managing the 3CX Apps

You can configure the options available in the 3CX Apps per extension from the 3CX Management Console:

  1. Go to the “Extensions” function, select the extension and click Edit.
  2. On the “Phone Provisioning” tab, select the 3CX app from the Your phones drop-down to configure the following options:
  • Network
  1. “Network interface for registration and provisioning” - select on which network the app connects if your server has multiple network cards.
  2. “SIP Transport” - select preferred SIP transport.
  3. “RTP Mode” - select whether to encrypt traffic or not (only works with other 3CX apps at present).
  4. “DTMF Mode” - select how to detect DTMF, leave default.
  • Access
  1. “Block Presence information in 3CX Clients / Webclient” - removes the user's ability to use 3CX app.
  2. “Hide Forwarding Rules” - removes the user's ability to configure their forwarding rules.
  3. “Show Call Recordings” - allows users to see their call recordings.
  4. “Allow Deletion of Recordings” - allows users to delete call recordings.
  • “Codecs” - select Codecs and priority.
  1. Click OK when done.

Updating the 3CX Apps

Updates to the 3CX Apps for Windows and Mac are deployed automatically via the 3CX Phone System Server. When a new update is available on the 3CX website, the 3CX Phone System downloads the updated 3CX app and notifies the users. Outdated 3CX apps display a message on startup, informing users that a new version is available. Once the user accepts the update, the new version of the 3CX app is downloaded, installed automatically and restarted to complete.

The Android and iOS apps are updated automatically through the Google Play Store and the Apple App Store, if an updated version of the app is detected and automatic update is enabled.

See Also

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