3CX StartUP - VoIP.ms Wiki

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3CX StartUP

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More information about how to create Outbound Rules and how they work can be found [https://www.3cx.com/blog/voip-howto/outbound-rules-a-complete-example/ here].
More information about how to create Outbound Rules and how they work can be found [https://www.3cx.com/blog/voip-howto/outbound-rules-a-complete-example/ here].
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== Multiple VoIP.MS SIP Trunks on the same 3CX ==
 
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=== Voice Trunk (Inbound) ===
 
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: VoIP.MS SIP Trunks can only work reliably on 3CX if there is only one SIP Trunk on each installation.
 
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: If necessary, multiple VoIP.MS SIP Trunks can exist on the same 3CX <font style="color:#FF0000">'''ONLY if the SIP Trunks do not share any DID numbers'''</font>.
 
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: In this case, in each one of the VoIP.MS SIP Trunk settings, go to your '''3CX Management Console''' > '''SIP Trunks''', in the '''"Inbound Parameters"''' tab, you '''MUST''' have the '''[X] Call Source Identification''' checked.
 
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::* '''User Agent: Text String'''
 
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::* '''Custom Field'''
 
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::* the default ''voip.ms'' value.  (lower-case)
 
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:: [[File:3CX_7.png|thumb|none|600px]]
 
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: Also you MUST '''enable''' option '''''"Use both "Call Source Identification" rules and "Caller Number/Name->CalledNum" field mappings"'''''.
 
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: However, '''If you do not have multiple trunks, it is recommended that this option remains '''disabled''''''.
 
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=== Fax Trunk (Inbound) ===
 
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----
 
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: If you have multiple trunk with VoIP.ms on the same 3CX instance, your '''"Inbound Parameters"''' for your FAX Trunk needs to be edited to reflex the proper User-Agent of our Fax Server. Without this correction, inbound calls to your DID (Voice/Fax) may have conflict.
 
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: Note that your Trunk needs to be registered on our FAX POP Server '''"fax1.voip.ms" or "fax2.voip.ms" or "fax3.voip.ms"'''.
 
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: Go to, 3CX Management Console > SIP Trunks, in the "Inbound Parameters" tab, have the '''[X] Call Source Identification''' checked.
 
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::* '''User Agent: Text String'''
 
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::* '''Custom Field'''
 
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::* use '''VoIPMS/SERAST''' instead of the default ''voip.ms'' value.
 
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:: [[File:3CX_FAX_Voipms.png|thumb|none|500px]]
 
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: You MUST '''enable''' option '''''"Use both "Call Source Identification" rules and "Caller Number/Name->CalledNum" field mappings"'''''.
 
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== Outbound Caller ID Name for calls to Canada ==
 
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If you would like to set an Outbound Caller ID Name with your number when you call a Canadian number, since the major canadian provider's will not using the CNAM/LIBD database, you will need to pass your Outbound caller ID Name direcly by your Trunk.
 
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To do so, Edit your VoIP.ms Trunk in your 3CX. On your left navigation menu, click on '''"Trunk"''', then select your '''VoIP.ms Trunk''' and click on the '''"Outbound parameters"''' tab.
 
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You will need to edit these fields.
 
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:* '''From : Display Name''' : Select '''[Custom Field]''' : Another field at the right will appears, you will need to enter your Caller ID Name here. <font style="color:#FF0000">'''* SEE THE NOTE BLOW'''</font>
 
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:* '''From : User Part''' : Be sure that this option is selected to '''[AuthID authentication]'''
 
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:* '''Remote Party ID - Calling Party : Display Name''' : Select '''[Custom Field]''' : Another field at the right will appears, you will need to enter your Caller ID Name here.<font style="color:#FF0000">'''* SEE THE NOTE BLOW'''</font>
 
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<font style="color:#FF0000">'''* IMPORTANT'''</font>:
 
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  - We suggest entering your outbound Caller ID Name must be in '''CAPITAL LETTERS'''. This will appears more clearly/visible on some devices.
 
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  - You must '''NOT use any special characters''', they will not be displayed.
 
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  - '''Use Max 15 characters, spaces included'''. Regular Canadian providers will not display more than 15 characters. We suggest shrinking or adapt your caller ID.
 
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  - Spaces are allowed in a caller id name.
 
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== Whitelisting VoIP.ms IPs in 3CX==
 
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To whitelist VoIP.ms IPs in 3CX, follow these steps:
 
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* Go to “Dashboard” > “IP Blacklist” in the 3CX Management Console.
 
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* Click “Add” to add an entry.
 
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* From the dropdown menu select “Add single IP Address” and enter the IP address that you want to allow, e.g. 123.123.123.123 (you can also select to add a range of IP addresses using a subnet mask).
 
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* Set Action to “Allow”.
 
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* Add a description for the IP address, e.g. “Remote office”.
 
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* Click on “OK” to create an Allow entry in the IP Blacklist for the whitelisted IP address. All traffic originating from this IP address will be unchecked and the anti-hacking algorithms will not come into effect.
 
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'''For more information on the IPs related to our servers, click [https://wiki.voip.ms/article/Servers here]''' <br>
 
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'''For more information on the FreePBX setting, click [https://www.3cx.com/docs/allow-deny-ip-addresses/ here]
 
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[[Image:3CX_Firewall.png|600px|border]]
 
[[Category:PBXes]]
[[Category:PBXes]]

Revision as of 17:29, 25 July 2023

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.


Contents


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.

3CX 1.png

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.

RInstance2.png

Enabling rInstance on sub accounts

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

RInstance sub.png

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.
3CX 4.png

Configuring the Trunk with 3CX

The instructions to sign up for a 3CX StartUP Free account and license can be found 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.

3CX startup 1.png

In the Add Trunk page, fill up the General tab with the following information:

  1. Country: CA
  2. Trunk: VoIP.ms
  3. Name: Any name of your choice.
  4. 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)
  5. Registrar / Server: Enter the server that is set as the POP server of your DID (E.g. sanjose1.voip.ms).
  6.  The server can be any of the VoIP.ms servers available here
    
  7. Authentication ID: Your Main SIP Account or Sub-Account username
  8. Authentication Password: The password of your Main SIP Account or Sub-Account
3CX startup 2.png

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 the Management Console → SIP Trunks, double-click on your VoIP.ms Trunk and go to the “DIDs” 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 OK once you have finished.

Creating Inbound Rules

Now that you have associated all your DIDs/Numbers with your SIP Trunk in 3CX, you can create Inbound Rules to set where calls will be routed when those numbers are called. Instructions on how to create Inbound Rules can be found here.

Outbound Caller ID

VoIP.ms Trunks support Clip No Screening which means you can present any number as outbound caller ID, regardless if it’s associated with your account or not. For this to work, in any field within 3CX where the Outbound Caller ID can be set, the numbers must be input in either a 10-digit (e.g. 6471234567), 11-digit format (e.g. 16471234567) or E164 format (e.g. +16471234567).

Outbound Rules

When configuring your Outbound Rules make sure that all numbers are dialed either in the 10-digit (e.g. 6471234567), 11-digit format (e.g. 16471234567) or E164 format (e.g. +116471234567).

More information about how to create Outbound Rules and how they work can be found here.

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