3CX Phone System
From VoIP.ms Wiki
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.
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
- Firewall Checker passed
- Firewall SIP ALG checked and if present disabled
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).
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.