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How to Install and Configure 3CX on Windows

3CX is a software-based private branch exchange (PBX) that utilizes Voice over IP (VoIP) technology to manage and route calls. It is a powerful tool for businesses looking to streamline their communication systems. This article will guide you through the process of installing and configuring 3CX on a Windows server, making the most of its features in a Windows environment.

Examples:

  1. System Requirements and Preparation: Before starting, ensure your Windows server meets the minimum requirements:

    • Windows 10, Windows Server 2016, or later.
    • At least 2 GB of RAM and 2 CPU cores.
    • A static IP address.
    • Internet connection for updates and remote access.
  2. Downloading and Installing 3CX:

    • Visit the official 3CX website and download the Windows installer.
    • Run the installer and follow the on-screen instructions.

    Example command to start the installer via CMD:

    start /wait 3CXInstaller.exe
  3. Initial Configuration:

    • After installation, open the 3CX Management Console from the Start Menu.
    • Follow the setup wizard to configure the basic settings, such as:
      • Select the installation type (local or cloud).
      • Set the admin username and password.
      • Configure the network settings (static IP, DNS).
  4. Firewall Configuration: Ensure that the necessary ports are open on your Windows Firewall. You can use PowerShell to open the required ports:

    New-NetFirewallRule -DisplayName "3CX SIP" -Direction Inbound -Protocol UDP -LocalPort 5060 -Action Allow
    New-NetFirewallRule -DisplayName "3CX RTP" -Direction Inbound -Protocol UDP -LocalPort 9000-10999 -Action Allow
  5. Creating Extensions:

    • In the 3CX Management Console, navigate to "Extensions" and click "Add."
    • Fill in the necessary details for the new extension, such as the extension number, name, and email address.
  6. Configuring VoIP Providers:

    • Go to "SIP Trunks" in the Management Console and click "Add SIP Trunk."
    • Select your VoIP provider from the list and enter the required credentials and settings.
  7. Testing the Configuration:

    • Use a softphone application like 3CX Phone for Windows to register an extension.
    • Make test calls to ensure everything is configured correctly.

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