3CX NZ Setup Guide & Tutorial

3CX Setup Guide for UFONE (Supported by 3CX) in New Zealand
Firstly, make sure that the computer/server power scheme is on 'High performance' -- this ensures that the computer operates at maximum performance and it will not goes into sleep mode after 30 minutes (Windows default).
  1. Computer Name format is CompanyName-3CX
  2. Assign IP and make sure that the server is configured for the client’s network (3CX Server IP is NOT designed to be changed after installation) — Add client’s IP as secondary IP if needed!!
  3. Go to https://www.3cx.com/phone-system/download-links/ — and download the latest 3CX Server
  4. After installation done, you will be asked whether you want to continue using web browser (press 1) or CLI (press 2)
  5. Windows Firewall popup might also occur and in that case; tick all network to make sure 3CX is allowed to connect to all the networks.
  6. 3CX Management Console credentials, setup the username (e.g. 3cxadmin) and you can also use the same password with Windows’.
  7. Public IP Address, open up https://www.whatismyip.com/
  8. Configuring FQDN: Select ‘I need a 3CX FQDN.’ — Enter Client’s Name as Subdomain and, Select a 3CX Domain: Select New Zealand (*.3cx.co.nz)
  9. Select Local IP and make sure to choose the client’s IP again here.
  10. ===WAIT=== it might take some time during the ‘Creating FQDN and certificates…’ process, that is perfectly normal.
  11. Set HTTPS port to 443 and HTTP port to 80 if those ports are not currently in use.
  12. Login to 3CX Management Console for the first time, the best practice is to use: ‘3 Digits (000-999)’ — be aware, this cannot be changed later!!
  13. 3CX Phone System Admin Email: your@admin-email.add
  14. Use mail server (necessary, I’d personally recommend using SendGrid):
    » Mail Server IP or FQDN: smtp.sendgrid.net
    » Reply To Address: 3cx@intra.saputra.local
    » Email: companysmtp (e.g. saputrasmtp)
    » Password: companysmtp’s sendgrid password
    » Enable SSL/TLS: ticked
    » Perform ‘TEST’ and make sure you get this message: ‘Mail sent’ in green colour.
  15. Select Country: New Zealand, Set the Time Zone: +12:00 New Zealand (Wellington, Auckland)
  16. Select Language: UK English Prompts Set (or select Aussie/NZ Prompts Set if available)
  17. Registration Details:
    License Key: (leave it alone)
    Contact Name: Systems Administrator
    Company Name: (e.g. Saputra Enterprises Ltd.)
    Email: use@real-email.here
    Phone: +64-9-xxxxxxx
    Country: New Zealand
  18. If there are any updates available (it will be indicated by red bubble on the Updates link)
  19. Go to Updates Page, tick ‘Automatic updates’, select ‘Weekly 0:00 every Sunday’ — DO NOT tick the 3CX PBX updates (this will make sure all clients/templates are updated while leaving the PBX system untouched to avoid undesirable unknown update effect)
  20. Add SIP Trunk / VoIP Provider:
    Country: NZ
    Provider: UFONE
    Main Trunk Number is the Main Phone Number, e.g. ‘649xxxxxxx’ — FORMAT MUST BE LIKE THIS, OTHERWISE WILL NOT WORK!!
  21. Trunk Details:
    Enter name for Trunk: leave it UFONE
    Registrar/Server/Gateway Hostname or IP: see credentials, e.g. ‘xxxxxx.sip.ufone.co.nz’
    SIM Cals: depending on the UFONE contracts, e.g. 2
    Authentication ID: see sip username
    Authentication Password: see sip password
  22. CREATE INBOUND RULES, put ‘UFONE’ as Inbound rule name just click OK to create (might need to repeat depending on how many numbers they have)
  23. CREATE OUTBOUND RULES:
    1. Emergency 111:
      » Calls to numbers starting with prefix: 111
      » Calls to Numbers with a length of: 3
      » Route 1: ‘UFONE’ / Strip Digits ‘0’ / Prepend ”
      » Route 2: ‘UFONE’ / Strip Digits ‘0’ / Prepend ’64’
      » Route 3: ‘BLOCK CALLS’ / Strip Digits ‘0’
    2. International:
      » Calls to numbers starting with prefix: 00
      » Route 1: ‘UFONE’ / Strip Digits ‘2’ / Prepend ‘+’
      » Route 2: ‘UFONE’ / Strip Digits ‘0’ / Prepend ”
      » Route 3: ‘BLOCK CALLS’ / Strip Digits ‘1’
    3. National + Mobile + Tollfree:
      » Calls to numbers starting with prefix: 0
      » Route 1: ‘UFONE’ / Strip Digits ‘1’ / Prepend ’64’
      » Route 2: ‘BLOCK CALLS’ / Strip Digits ‘1’
    4. Local 09:
      » Calls to Numbers with a length of: 7
      » Route 1: ‘UFONE’ / Strip Digits ‘0’ / Prepend ‘649’
      » Route 2: ‘BLOCK CALLS’ / Strip Digits ‘1’
    5. Catch All:
      » Route 1: ‘UFONE’ / Strip Digits ‘0’ / Prepend ”
      » Route 2: ‘BLOCK CALLS’ / Strip Digits ‘1’
  24. Go to Windows DHCP server, on IPv4 -» Scope [LAN_IP] [Domain] -» right click on Scope Options -» select Configure Options -» and tick option 66 (Boot Server Host Name), add provisioning http URL from 3CX (e.g. ‘http://192.168.1.3/provisioning/wsyeg9vhyqod7’)
  25. Back to 3CX Management Console, click Phones -» Add Phone -» Choose Extension (e.g. 303) -» Choose from available models (e.g. GXP-1628) and add the mac address of the phone (e.g. ‘000b82a347ab’) -» click OK and OK again to close the extension window.
  26. Go to that phone’s web interface using IP address, enter on browser (e.g. http://192.168.1.33) login using admin:admin and reboot the phone so that it will be provisioned on the next boot.
  27. Setup port forwarding on the router/firewall to the 3CX server IP address for the ports specified below:
    » Default SIP port is 5060 UDP and TCP;
    » Default RTP ports are 9000-9500 UDP only (please also open these ports in Firewall, and it will not make our network vulnerable as the RTP ports are on-demand, so 3CX will only open when it’s required)
    » Default Tunnel port is 5090 UDP and TCP;
    » Default https port 5001 or can also 443 TCP.

Another phone provisioning method:

» Configuring the provisioning server via the Grandstream GXP series web interface

Step 1: Configure the phone in 3CX

  1. Log in to your 3CX Management Console ⇒ Phones ⇒ press “Add Phone.”

  1. Pick an extension from the list to which the IP phone shall be assigned.

  1. Select the model and enter the MAC address of the device which can be found on the back of the device itself.

  1. Optional set the “Phone Display Language” and “Timezone” for the device.

  1. Take a copy of the “Provisioning Link” which needs to be entered into the Grandstream GXP in step 2.

Step 2: Enter the Information into the Web Interface of the device

  1. Open the Web Interface of the Grandstream phone and login (default password is admin).
  2. Navigate to “Maintenance” ⇒ “Upgrade and Provisioning.”
  3. Set the “Upgrade via” to HTTP.
  4. In “Configuration Server Path” and “Firmware Server Path” enter the provisioning link taken from step 1 and paste in without http://”
    (example: pbx.mybusiness.local/provisioning/pc56bscs195k)
  5. Press “Save and Apply” and “Reboot” which can be found in the top right corner of the Grandstream web interface.

Grandstream GXP1628/GXP2140/GXP2160 attended transfer fix:

Go to Phone UI -» Settings -» Call Features -» » Auto-Attended Transfer (by default: No) — set to “Yes”, and the phone will use attended transfer by default.