3CX Phone System

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-	3CX Phone System for Windows	+	[[File:3CX_Logo.jpg|none|300px|center|link=https://www.3cx.com/|3CX home page]]
-	Version 9.	+
-	3CX Phone System is a software-based IP PBX that replaces a traditional PBX and delivers employees the ability to make, receive and transfer calls. The IP PBX supports all traditional PBX features. An IP PBX is also referred to as a VOIP Phone System, IP PABX or SIP server.	+	3CX offers a complete Unified Communications solution out of the box.
		+	As an open standards software PBX, installation and management of your phone system have never been easier.
-	Calls are sent  as data packets over  the computer data network instead of  via  the traditional phone network. Phones share the network with computers and separate phone wiring can therefore be eliminated. With the use of a VOIP gateway, you can connect existing phone lines to the IP PBX and make and receive phone calls via a regular PSTN line. The 3CX phone system uses standard SIP software or hardware phones, and provides internal call switching, as well as outbound or inbound calling via the standard phone network or via a VOIP service.
-	==Adding Trunk==	+	__TOC__
-	In the 3CX Phone System Portal, in the middle of the top, we can see the '''Add Voip Provider Wizard''' , we do click on there. Once we are there we can put the '''Name of the Provider''', in this case we gonna put''' Voip.ms''' and in the Provider list we can select '''Generic Voip Provider'''.	+	== System Preparation ==
		+	Before configuring the SIP trunk (in your 3CX system) it is required to go through the following checklist and make changes where necessary:
-	[[File:3CX trunk 1.jpg|400px]]	+	:*'''NAT (when used) created to 3CX'''
		+	(https://www.3cx.com/ports-used-3cx-phone-system-v14-v15/)
		+	:*'''Firewall Checker passed'''
		+	(https://www.3cx.com/docs/troubleshooting-firewall-checker/)
-	Once we already click on continue, we will see the '''Voip Provider Details''' configure it according to the following instructions:	+	:*'''Firewall SIP ALG checked and if present disabled'''
		+	(https://www.3cx.com/docs/manual/firewall-router-configuration/)
-	[[File:3CX trunk 2.jpg|400px]]	+	== 3CX Version ==
		+	Some providers gained support and compatibility with 3CX on a specific product version. It is advisable to always run the latest version of 3CX to ensure ongoing compatibility.
-	*'''SIP server hostname or IP''': server.voip.ms (e.g: newyork.voip.ms) select one of our servers.	+	Minimum 3CX Version: 3CX v15.5 SP5
-	*'''SIP Server port''': 5060	+
-	*'''Outbound proxy hostname or IP''': Leave in blank	+
-	*'''Outbound proxy port (default is 5060)''': 5060	+
-	Servers:	+	== Adjusting the device's type ==
-	Atlanta, GA: atlanta.voip.ms        (174.34.146.162)	+	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.
-	Chicago, IL: chicago.voip.ms        (64.120.22.242)	+
-	Dallas, TX: dallas.voip.ms          (74.54.54.178)	+
-	Houston, TX: houston.voip.ms        (209.62.1.2)	+
-	Los Angeles, CA: losangeles.voip.ms (67.215.241.250)	+
-	New York, NY: newyork.voip.ms      (74.63.41.218)	+
-	Seattle, WA: seattle.voip.ms        (69.147.236.82)	+
-	Tampa, FL: tampa.voip.ms            (68.233.226.97)	+
-	Montreal 2,QC: montreal2.voip.ms    (174.142.75.171)	+
-	Toronto 2, ON: toronto2.voip.ms    (174.137.63.206)	+
-	Montreal,QC: montreal.voip.ms      (67.205.74.164)	+
-	Toronto, ON: toronto.voip.ms        (174.137.63.206)	+
-	London, UK: london.voip.ms          (78.129.153.20)	+
		+	[[File:3CX_1.png|thumb|none|600px]]
-	Account details section, to complete this section please do it according to the following instructions:	+	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:3CX trunk 3.jpg|400px]]
-	*'''External Number''': Your voip.ms acount (SIP user name)	+	<div><ul>
-	*'''Authentication ID''': Your voip.ms account (SIP user name)	+	<li style="display: inline-block;"> [[File:3CX_2.png|thumb|none|600px]]
-	*'''Authentication Password''': Your voip.ms password. (the password you set when you signup)	+	</li>
-	*'''Maximum simultaneous calls''': Specify how many concurrent calls your account supports.	+	<li style="display: inline-block;"> [[File:3CX_3.png|thumb|none|600px]]
		+	</li>
		+	</ul></div>
-	===Calls Routing===	+	== 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.
-	[[File:3CX trunk 4.jpg|400px]]	+	:*'''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.
-	Now specify how calls from this VOIP provider should be routed. You can specify a different route outside office hours.	+	[[File:3CX_4.png|thumb|none|600px]]
-	End call	+	== Configuring the Trunk with 3CX ==
-	Connect to Extension	+	The general instructions outlining how to add a new SIP Trunk to 3CX can be found [https://www.3cx.com/docs/manual/sip-trunks/#h.3ywj8e8w5130 here].
-	Connect to Queue	+
-	Connect to Digital Receptionist	+
-	Voicemail Box for extension	+
-	Forward to Outside Number	+
		+	Adding the Trunk
		+	Go to “'''SIP Trunks'''” and select “'''Add SIP Trunk'''”
-	On the next page, you will be asked for a prefix so as to create an outbound rule for Voip.ms . Enter the dialling prefix in the “Calls to numbers starting with (prefix)” text box. To make calls via this provider, precede the number to be dialed with this prefix.	+	Select Country: CA
		+	Select Provider in your Country: VoIP.ms
		+	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)
		+	Press OK
-	==Outbound Rules==	+	Under the “'''General'''” tab in the “'''Registrar/Server/Gateway Hostname or IP'''” enter the registrar as collected in the previous step.
-	An outbound rule defines on which provider an outbound call should be placed,based on who is making the call, the number that is being dialled and the length of the number.	+	[[File:3CX_5.png|thumb|none|600px]]
-	[[File:3CXOutboundRules.jpg|400px]]	+	In the “'''Authentication'''” section enter your Authentication ID and Password collected in the previous step.
		+	[[File:3CX_6.png|thumb|none|600px]]
-	Specify for which calls to apply the outbound route. In the „Apply this rule to these calls‟ section, specify any of these options:	+	Now, In the '''"Outbound Parameters"''' tab, search for '''"From : User Part"''', and select '''"AuthID authentication"''', to ensure the PBX will send the proper header when initiate the outbound calls' invite.
-	*'''Calls to Numbers starting with''': apply this rule to all calls starting with the number you specify. For example, specify 1 to specify that all calls  starting with a 1 (usually a prefix) are outbound calls. Callers would dial „123456789‟ to reach the number „23456789‟	+	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.
-	*'''Calls from extensions''': Select this option to define particular extensions or extension ranges for which this rule applies. Specify one or more extensions separated by commas, or specify a range using a -, for example 105-140.	+	== 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.
-	*'''Calls with a Number length of''': Select this option to apply the rule to numbers with a particular digit length, for example 10 digits. This way you can capture calls to local area numbers or national numbers.	+	== 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 [https://www.3cx.com/docs/manual/inbound-rules/ here].
-	*Now specify how the outbound calls should be made. In the '''Make outbound calls on''' section, select up to 3 routes for the call. Each defined gateway or provider will be listed as a possible route. If the first route is not available or busy, 3CX Phone System will automatically try the second rout.	+	== 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).
-	==Inbound Rules==	+	== 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).
-	With the Inbound rules we can configure calls made to that particular DID number to go to a particular extension, digital receptionist or other destination.	+	More information about how to create Outbound Rules and how they work can be found [https://www.3cx.com/docs/manual/outbound-rules/ here].
-	[[File:Create DID.jpg|400px]]	+	== Multiple VoIP.MS SIP Trunks on the same 3CX ==
		+	VoIP.MS SIP Trunks can only work reliably on 3CX if there is only one SIP Trunk on each installation.
		+	If necessary, multiple VoIP.MS SIP Trunks can exist on the same 3CX ONLY if the SIP Trunks do not share any DID numbers. In this case, in each one of the VoIP.MS SIP Trunk settings in the 3CX Management Console → SIP Trunks, in the “Inbound Parameters” tab, you MUST enable option “Use both ‘Call Source Identification’ rules and ‘Caller Number/Name -> CalledNum’ field mappings”.
-	*Click on the „Create DID‟ button in the 3CX Management Console in the toolbar.	+	[[File:3CX_7.png|thumb|none|600px]]
-	*Enter a name for the DID (for example support).	+
-	*Now enter the DID number as it will appear in the SIP “to” header.	+
-	* Now select for which ports you wish to add this DID. If the DID number is associated with multiple ISDN ports, then you must select each. An inbound rule will be created for each port that you select.	+	If you do not have multiple trunks, it is recommended that this option remains '''disabled'''.
-	*Now specify where you wish to direct calls made to this DID:	+	You can find the 3CX guide in their page [https://www.3cx.com/docs/voip-ms-canadian-sip-trunk/ here].
-	End Call	+
-	Connection to extension	+
-	Connect to Queue/Ring Group	+
-	Connect to Digital receptionist	+
-	Voicemail box for extension	+
-	Forward to outside number	+
-	Send fax to email of extension	+
-	You can specify that an incoming call is routed differently if it is received outside office hours. De-select the „Same as during office hours‟ option to specify a different route.	+	== Outbound Caller ID Name for calls to Canada ==
-	'''Click OK''' to create the DID / Inbound rule. The newly created DID‟s will be listed as inbound rules.	+	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.
-	==Creating Extensions==	+	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.
-	To add an extension, click on „Add Extension‟ from the toolbar.	+	You will need to edit these fields.
-	[[File:Extensions 1.jpg|400px]]	+	:* '''From : Display Name''' : Select '''[Custom Field]''' : Another field at the right will appears, you will need to enter your Caller ID Name here.*
		+	:* '''From : User Part''' : Be sure that this option is selected to '''[AuthID authentication]'''
		+	:* '''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.*
-	*'''Enter the extension number''': first and last name and the  Email address (Optional) of the user. The email address will be used for voice mail notifications and as the default SIP ID. You can leave the field empty if you wish.	+	'''IMPORTANT''':
		+	- We suggest entering your outbound Caller ID Name must be in '''capital letters'''. This will appears more clearly/visible on some devices.
		+	- You must NOT use any special characters, they will not be displayed.
		+	- Some of regular Canadian providers will not show more than 15 characters. We suggest shrinking or adapt your caller ID.
		+	- Spaces are allowed in a caller id name.
-	*'''Now specify an authentication ID and password''':
-	ID – The SIP „Username‟. e.g. 200.	+	[[Category:PBXes]]
-	Password –The SIP Password (password can be hidden from the user).	+
-		+
-	* '''Voicemail''': You can enable different features from your Voicemail	+
-		+
-	Enable voice mail	+
-	Play Caller ID  – the voicemail system will play the number of the caller who left the voice message	+
-	Read out date/time of message – the voicemail system will play back the time of the voice message to be played	+
-	PIN number – this pin number is used to protect the voice mailbox and is used by the user to access the mailbox. The PIN number is also used as a password to logon to 3CX Assistant or the MyPhone User portal.	+
-		+
-		+
-	* '''Click OK''' to create the extension.	+
-		+
-	After you have created the extension, a summary page will appear, which shows the information that the SIP phone will need:	+
-		+
-	* '''Proxy server IP or FQDN''': Host name of 3CX Phone System	+
-	* '''User ID''': Extension number created	+
-	* '''Authentication ID''': As specified in Authentication ID field	+
-	* '''Password''': As specified in Authentication password field	+
-		+
-	==Security Measures==	+
-		+
-	'''We strongly recommend you to change the password in your account, PBX system and extensions on it, periodically'''	+
-		+
-	'''As a preventive measure you also can disable International calls on your account'''.	+
-	'''From the customer portal >> Main Menu >> Account Settings >> Account Restrictions.	+
-	'''These settings define the restrictions the system will use when you place calls to either USA48, Canada or International Numbers.'''	+
-		+
-	''We strongly recommend to specifically select only the countries that you on your regular traffic (outgoing calls). You can do this by clicking in Currently Allowed: All Countries Allowed >> Click here to manage list of allowed countries''	+
-		+
-	'''Additionally, you can use in your SIP.Conf alwaysauthreject = yes, what the alwaysauthreject parameter does when set to yes, is it will ALWAYS return an authentication error instead of a "404 - Not Found", even when the extension doesn't exist. This mess up scanners, because the program detect an "existing" extension even if it's not present on the server. Unfortunatly, it's way from being fool proof, but it's a nice security addition that you can set to your Asterisk based PBX.'''	+

---

Latest revision as of 12:40, 15 June 2020

3CX offers a complete Unified Communications solution out of the box. As an open standards software PBX, installation and management of your phone system have never been easier.

Contents 1 System Preparation 2 3CX Version 3 Adjusting the device's type 4 Collecting 3CX Configuration Settings 5 Configuring the Trunk with 3CX 6 Adding Additional DIDs 7 Creating Inbound Rules 8 Outbound Caller ID 9 Outbound Rules 10 Multiple VoIP.MS SIP Trunks on the same 3CX 11 Outbound Caller ID Name for calls to Canada

System Preparation

Before configuring the SIP trunk (in your 3CX system) it is required to go through the following checklist and make changes where necessary:

• NAT (when used) created to 3CX

(https://www.3cx.com/ports-used-3cx-phone-system-v14-v15/)

• Firewall Checker passed

(https://www.3cx.com/docs/troubleshooting-firewall-checker/)

• Firewall SIP ALG checked and if present disabled

(https://www.3cx.com/docs/manual/firewall-router-configuration/)

3CX Version

Some providers gained support and compatibility with 3CX on a specific product version. It is advisable to always run the latest version of 3CX to ensure ongoing compatibility.

Minimum 3CX Version: 3CX v15.5 SP5

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.

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.

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.

Configuring the Trunk with 3CX

The general instructions outlining how to add a new SIP Trunk to 3CX can be found here.

Adding the Trunk Go to “SIP Trunks” and select “Add SIP Trunk”

Select Country: CA Select Provider in your Country: VoIP.ms 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) Press OK

Under the “General” tab in the “Registrar/Server/Gateway Hostname or IP” enter the registrar as collected in the previous step.

In the “Authentication” section enter your Authentication ID and Password collected in the previous step.

Now, In the "Outbound Parameters" tab, search for "From : User Part", and select "AuthID authentication", to ensure the PBX will send the proper header when initiate the outbound calls' invite.

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.

Multiple VoIP.MS SIP Trunks on the same 3CX

VoIP.MS SIP Trunks can only work reliably on 3CX if there is only one SIP Trunk on each installation.

If necessary, multiple VoIP.MS SIP Trunks can exist on the same 3CX ONLY if the SIP Trunks do not share any DID numbers. In this case, in each one of the VoIP.MS SIP Trunk settings in the 3CX Management Console → SIP Trunks, in the “Inbound Parameters” tab, you MUST enable option “Use both ‘Call Source Identification’ rules and ‘Caller Number/Name -> CalledNum’ field mappings”.

If you do not have multiple trunks, it is recommended that this option remains disabled.

You can find the 3CX guide in their page here.

Outbound Caller ID Name for calls to Canada

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.

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.

You will need to edit these fields.

• From : Display Name : Select [Custom Field] : Another field at the right will appears, you will need to enter your Caller ID Name here.*
• From : User Part : Be sure that this option is selected to [AuthID authentication]
• 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.*

IMPORTANT: 
  - We suggest entering your outbound Caller ID Name must be in capital letters. This will appears more clearly/visible on some devices.
  - You must NOT use any special characters, they will not be displayed. 
  - Some of regular Canadian providers will not show more than 15 characters. We suggest shrinking or adapt your caller ID. 
  - Spaces are allowed in a caller id name.