Information Systems:3CX IP-PBX Administrator's Guide - Revision history

Danielc at 23:02, 29 November 2023

2023-11-29T23:02:44Z

Danielc at 23:01, 29 November 2023

2023-11-29T23:01:20Z

Danielc: /* Administration Portal */

2022-10-31T20:45:55Z

Administration Portal

Norwinu: /* Configuration */

2021-03-31T20:52:23Z

Configuration

Norwinu: /* Other Notes */

2021-03-31T20:31:39Z

Other Notes

Norwinu: /* Google cloud services (GCP) integration */

2021-03-31T20:31:27Z

Google cloud services (GCP) integration

Norwinu at 20:22, 31 March 2021

2021-03-31T20:22:12Z

Norwinu: /* Voicemail */

2021-03-31T19:46:55Z

Voicemail

Norwinu at 19:37, 31 March 2021

2021-03-31T19:37:52Z

Norwinu: /* Call Routing */

2021-03-31T19:37:02Z

Call Routing

@@ Line 7: / Line 7: @@
 ==3CX Server Appliance==
-Username: root
+ Username: root
-Password: NewVisionIT
+ Password: NewVisionIT
 ==License==
 Our 3CX license is '''Professional Perpetual''' with 16 simultaneous calls. Simultaneous calls includes internal/extension-to-extension calls, and both parked and queued calls. To date, our real world usage has never come close to reaching this. Nonetheless, the license can always be upgraded at a pro-rated cost.

@@ Line 6: / Line 6: @@
  Password: NewTechIS21!
 ==License==
 Our 3CX license is '''Professional Perpetual''' with 16 simultaneous calls. Simultaneous calls includes internal/extension-to-extension calls, and both parked and queued calls. To date, our real world usage has never come close to reaching this. Nonetheless, the license can always be upgraded at a pro-rated cost.

@@ Line 4: / Line 4: @@
  URL: https://3cx.unipharm.local:5001
  Username: Administrator
- Password: NewVisionIT2051
+ Password: NewTechIS21!
 ==License==

@@ Line 14: / Line 14: @@
 ==Configuration==
 ===Extensions===
 ===SIP Trunks===

@@ Line 76: / Line 76: @@
 ===Other Notes===
 ====Backup====
-*( 3CX is being backed up to: <code>smb://superserver.unipharm.local/Tech/common/ConfigBackups/3CX</code>. It should be here <code>\\superserver.unipharm.local\Tech\Logs And Backups</code>, but spaces in the backup location path are not allowed (at least for SMB backups). This should be tweaked in the future.
+*( 3CX is being backed up to: <code>smb://superserver.unipharm.local/Tech/common/ConfigBackups/3CX</code>. It should be here <code>\\superserver.unipharm.local\Tech\Logs And Backups</code>, but spaces in the backup location path are not allowed (at least for SMB backups). This should be tweaked in the future. The last 20 backups are kept (auto-rotated).
 * Because 3CX is both a virtual appliance and a fairly easy/small installation, there is no system image backup (would waste a Veeam license). A disaster recovery situation would then entail reinstallation of the 3CX virtual appliance and restoration of the backup config.

@@ Line 64: / Line 64: @@
  GCP Web Portal access:
  URL: https://console.cloud.google.com/
  Username: root@unipharm.com (uniPHARM Google account)
  Password: NewVisionIT
  Project name: UWD 3CX (use dropdown to select project)
  See the Billing section for Cloud Speech API billing. GCP gives a $400 credit for the first year, therefore during this first year, when looking at the billing, "One-time credits" may need to be toggled to see the actual billed usage that we would have paid.
  Firebase can be viewed in the section of the same name. However, integration with 3CX is just an API token to use the PUSH notification service, so this doesn't need regular maintenance unless changing the token.

@@ Line 1: / Line 1: @@
-===Administration Portal===
+==Administration Portal==
 CX Administration Web Portal:
@@ Line 6: / Line 6: @@
  Password: NewVisionIT2051
-===License===
+==License==
-Our 3CX license is '''Professional Perpetual''' with 16 simultaneous calls. Simultaneous calls includes internal/extension-to-extension calls, and both parked and queued calls. To date, our real world usage has not come close to reaching this.
+Our 3CX license is '''Professional Perpetual''' with 16 simultaneous calls. Simultaneous calls includes internal/extension-to-extension calls, and both parked and queued calls. To date, our real world usage has never come close to reaching this. Nonetheless, the license can always be upgraded at a pro-rated cost.
 ::[[File:2021-03-31 11_25_29-3CX Phone System Management Console.png|400px]]
 The license is renewed annually through TelData.
-===SIP Trunk Configuration===
+==Configuration==
 A SIP trunk is what allows a PBX to make and receive outbound calls. A SIP trunk is configured for 1 or more channels (simultaneous calls). 3CX has 2 SIP trunk configurations:
 * [[Information Systems: ThinkTel SIP Trunk | ThinkTel SIP Trunk]]
@@ Line 25: / Line 29: @@
 ===External Call Routing===
-Calls to and from external numbers are routed according to the rules defined in the ''Inbound Rules'' and ''Outbound Rules'' sections. There are two main concepts related to these sections:
+Calls to and from external numbers are routed according to the rules defined in the ''Inbound Rules'' and ''Outbound Rules'' sections. There are two main concepts:
 * DID mapping in ''Inbound Rules''
 * Call routes in ''Outbound Rules''
 * DIDs (Direct Inward Dialing) are what we know as phone numbers (604-123-4567). They can be mapped in ''Inbound Rules'', either to local extensions, call queues, ring groups etc. Several DIDs can be mapped to the same internal target. For example, the toll-free and main company phone number map to the Customer Service call queue (technically the digital receptionist extension, but eventually routed there).
 :[[File:2021-03-31 12_19_44-3CX Phone System Management Console.png|400px]]
 * Outbound rules specify the routes that outbound calls take. Notice that there is no 1:1 mapping of extensions to outbound routes. This is possible but absolutely unnecessary. Instead, the rules are catch-alls for other criteria (prefix, extension range).
@@ Line 42: / Line 44: @@
 * These rules are evaluated in order, from top down. This is why the 911 rule is at the top.
-===Voicemail===
+===Call flow===
-====Voicemail transcription====
+===Voicemail===
-====Customer Service Voicemail shared mailbox====
+====Customer Service Voicemail====
-===Google cloud services (GCP) integration===
+====Google cloud services (GCP) integration====
 CX uses the following Google Cloud Platform services to provide special features:
 * Firebase: Push notifications for 3CX mobile app ('''Android''' app only, Apple uses its own APNS)
 * Cloud Speech API: Voicemail transcription (voice-to-text)
-====GCP Web Portal====
+ GCP Web Portal access:
  URL: https://console.cloud.google.com/
@@ Line 67: / Line 70: @@
  Project name: UWD 3CX (use dropdown to select project)
-See the Billing section for Cloud Speech API billing. GCP gives a $400 credit for the first year, therefore during this first year, when looking at the billing, "One-time credits" may need to be toggled to see the actual billed usage that we would have paid.
+ See the Billing section for Cloud Speech API billing. GCP gives a $400 credit for the first year, therefore during this first year, when looking at the billing, "One-time credits" may need to be toggled to see the actual billed usage that we would have paid.
-Firebase can be viewed in the section of the same name. However, integration with 3CX is just an API token to use the PUSH notification service, so this doesn't need regular maintenance unless changing the token.
+ Firebase can be viewed in the section of the same name. However, integration with 3CX is just an API token to use the PUSH notification service, so this doesn't need regular maintenance unless changing the token.
 ===Other Notes===
 [[Category: Phone System]]

@@ Line 51: / Line 51: @@
 Voicemail transcription transcribes voice messages to text so users can read instead of listen to their voicemail messages. It uses the Voice-to-Text service within Google Cloud Platform, and is billable monthly past the first 60 minutes (every month) of transcribed audio.
-====Customer Service voicemail====
+====Customer Service Voicemail shared mailbox====
-Customer Service manage a central voicemail.
+Customer Service has a
 ===Google cloud services (GCP) integration===

@@ Line 34: / Line 34: @@
 ===Inbound Rules===
 Part of Inbound Rules page is shown here:
-:[[File:2021-03-31 12_19_44-3CX Phone System Management Console.png|400px]]
+:[[File:2021-03-31 12_37_13-3CX Phone System Management Console.png|400px]]
 * DIDs (Direct Inward Dialing) are what we know as phone numbers (604-123-4567). They can be mapped in ''Inbound Rules'', either to local extensions, call queues, ring groups etc. Several DIDs can be mapped to the same internal target. For example, the toll-free and main company phone number map to the Customer Service call queue (technically the digital receptionist extension, but eventually routed there).
 ===Outbound Rules===

@@ Line 24: / Line 24: @@
 * The WebMeeting bridge is an internal and automatically configured trunk (can be ignored).
-===Call Routing===
+===External Call Routing===
 ===Voicemail===