3CX StartUP

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[[File:3CX_startup_0.png|none|500px|center|link=https://www.3cx.com/|3CX home page]]

Preconfigured, ready-to-go for up to 20-30 users in a shared instance. Recommended for most small businesses. StartUP is only available hosted by 3CX.

You can sign up for your free 3CX business comms system [https://www.3cx.com/signup/ here]

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== VoIP.ms Configuration ==

=== Adjusting the device's type ===

The first thing is adjusting the Device type. To do so please navigate to Main Menu → Account settings → Inbound Settings and make sure that the Protocol for Inbound DIDs is set to “'''SIP'''” and that the Device type is set to “'''IP PBX Server'''” and apply any changes made.

[[File:3CX_1.png|thumb|none|600px]] 

=== Enabling rInstance on your Main Account ===
Next, head to Advanced tab and enable the option '''rInstance Parameter'''. That parameter is used for the Call Source Identification to match an incoming call with a SIP trunk on the registration-based trunk of 3CX. 

Then you need to make sure that the DIDs ordered are linked to your account. To do so navigate to DID Numbers / Manage DID(s). Click on the Edit DID icon and make sure that the routing points to SIP/IAX and your main account.

[[File:RInstance2.png|thumb|none|600px]]

=== Enabling rInstance on sub accounts ===

For sub accounts,'''rInstance Parameter''' can be found while creating or modifying your sub account under '''Advanced Options'''

[[File:RInstance_sub.png|thumb|none|600px]]

== Collecting 3CX Configuration Settings ==
In order to be able to register and operate the trunk in 3CX you will to gather some information that will be needed in the configuration of the trunk in 3CX.

:*'''Username:''' The username for registering the trunk can be found under Main Menu → Account Information
:*'''Password:''' The trunk password can be found in the email you received from VoIP.ms during the registration process. You can also change the password by navigating to Main Menu → Account Settings → Security.
:*'''DID numbers:''' The DID numbers can be seen by navigating to DID Numbers → Manage DID(s)
:*'''Registrar:''' Go to Main Menu → Account Settings → Default DID Routing. From here make note of the selected server. In this example the server is sanjose2.voip.ms.

[[File:3CX_4.png|thumb|none|600px]] 

== Configuring the Trunk with 3CX ==
The instructions to sign up for a 3CX StartUP Free account and license can be found [https://www.3cx.com/docs/manual/install/ here].

  For the StartUP license follow the instructions until the section '''Hosted - StartUP''' in the Step 2 and then skip to the Step 3.

Once you have finished activating your 3CX account and license you will be able to access your Admin Console and start setting up a trunk.

Adding the Trunk
To add a trunk, click on the '''Admin''' button (the gears icon), then on '''Voice &chat''' and then click on '''+ Add Trunk'''.

[[File:3CX_startup_1.png|thumb|none|800px]]

In the Add Trunk page, fill up the '''General''' tab with the following information:
<ol>
<li>'''Country''': CA</li>
<li>'''Trunk''': VoIP.ms</li>
<li>'''Name''': Any name of your choice.</li>
<li>'''Main trunk number''': Use the DID collected from the VoIP.ms portal. You must enter the number in the national number format (e.g. 6471234567)</li>
<li>'''Registrar / Server''': Enter the server that is set as the POP server of your DID (E.g. sanjose1.voip.ms).</li>

  The server can be any of the VoIP.ms servers available [https://wiki.voip.ms/article/Choosing_Server here]

<li>'''Authentication ID''': Your Main SIP Account or Sub-Account username</li>
<li>'''Authentication Password''': The password of your Main SIP Account or Sub-Account</li>
</ol>

[[File:3CX_startup_2.png|thumb|none|800px]] 

Once you have filled in these fields, and set the "Outbound Parameters", press OK at the TOP of the page. At this point if you refresh the page you should see your VoIP.ms Trunk appear as Registered.

== Adding Additional DIDs ==
To associate all other DIDs/Numbers you have in your VoIP.ms account with 3CX, you need to go to back to the Trunk Settings in the Admin Console → Admin → Voice & Chat, click on the Edit option of your VoIP.ms Trunk and go to the “'''DID Numbers'''” tab.

Here you should already see 1 entry that is the Main Trunk number you have set. Add all other DIDs/Numbers you have to the list in the 10-digit number format (e.g. 6471234567) and press Save once you have finished.

== Configuring your inbound rules ==
Now that you have associated all your DIDs/Numbers with your SIP Trunk in 3CX StartUP, you can create Call Handling routes to set where calls will be routed when those numbers are called. 

=== Routing calls to a specific User (extension) ===

To route the calls to a specific extension, in the Admin Console go to Admin → Users and click on Edit for the user you want to send the calls to. Then, under "Assigned DID numbers" select what DIDs will send the calls directly to this extension and click on Save.

  '''Note''': Here you can add more extensions for additional users if needed too.

=== Call Handling options ===

With 3CX StartUP you are able to set up Ring Groups, Queues, and Digital Receptionists to handle your inbound calls.

To set up one of these features and route incoming calls to it, you can go to Admin → Users → Call Handling.

== About Caller ID ==

Outbound calls will by default get the main trunk number as their caller ID. It's no longer possible to set this. For security reasons most providers no longer allow editing of the caller ID anyway.

If an extension has a DID assigned, then by default it will use this caller ID.

In future updates of 3CX it will be possible to select a caller ID for an outbound call in which case it will automatically use the trunk assigned to that DID.

== References ==

[https://www.3cx.com/docs/manual/sip-trunks 3CX SIP trunk Configuration guide]

[[Category:PBXes]]