3CX VoIP Client Manual
Contents
1. SIP server VoIP provider Bai Auth ID Password Use STUN resolved Public IP address STUN Server Presence 4 Use UDP Use TCP sm Gai Screenshot 4 Creating an Out of the Office Connection 2 Now specify the IP of the VOIP provider or SIP server on the right hand side If in doubt contact your administrator 3 In the section Authentication select SIP server VOIP provider and enter the Account usually your VOIP provider number or Extension number and your assigned Authentication ID and Password 4 If connecting to a VOIP provider or remote SIP server click on the tab STUN and enable the option Use STUN Resolved Public IP Address Leave the default STUN server or enter another one 5 Now click Apply to save the connection profile To switch to this connection from within the phone select Action gt Connection gt Connection name from the menu The connection will be re established with the new connection settings Page 9 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Using the 3CX VOIP client Introduction 3CX VOIP client can work as a soft phone and it can work in combination with a desk phone You can use a desk phone and the 3CX soft phone at the same time Because 3CX supports SIP2. Go to Properties and from the Mixer device drop down menu select an Input device click on OK to continue Moving the sliders up or down will adjustthe microphone recording level accordingly Using 3CX VOIP client with a desk phone uf 3CX VoIP Client File Action View Help ea sls slao o On Hook m In Office Description IN Description 7864722242 2 22103875 22444032 200 2002 7864722246 10005 10012 22103872 Screenshot 10 Using the VOIP client as a desk phone If you selected to use 3CX VOIP client with a desk phone the interface will not have a dial pad all phone calls will be made and received via your desk phone However you can see the status of other users on the phone system as well as monitor extension status via the status screen Features common to both VOIP client and Soft phone mode Status screen CS a 3711 2 Soft Phone Desktop mode Dialing 3 In office Out of office mode 2 3 Avalableg 4 Voicemail t 4 5 Available Away 3 4 Screenshot 11 Status Screen Page 15 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows The status screen on the phone summarizes important information It shows e Your extension number and name e If you have voice mail waiting and if so how many e Whether you are using a desk phone or using the client as a SIP phone e Whether your phone is set to in the office or out of the o
3. connection location profiles 3CX VOIP client should use For now leave the default In Office for first setup See the following paragraph for more information on creating additional connection location profiles 3 In the top field enter the hostname or IP of the machine which has 3CX Phone System installed 4 Enter your extension number and your voice mail pin number By default the PIN is the same as your extension number You can change this from your voice mail menu or from the user portal 5 Now select whether you are using a desk phone or whether you are usinga headset connected directly to your computer In this case 3CX VOIP client will act as a soft phone 6 Click OK to start 3CX VOIP client Once you have logged in successfully your extension number will be shown in the phone screen Configuring a Remote Connection 3CX VOIP client can be used both on the local network as well as from a remote network for example from home In this case you will need to create different location connection profiles since the network connection settings are different This feature requires help from your administrator who will need to give you the right network settings as well as tell you whether you should use the 3CX Tunnel feature or make a direct connection Configuring a remote connection using the 3CX Tunnel To simplify firewall configuration you can use the 3CX Tunnel feature which tunnels all SIP traffic over a
4. on the profile and giving it a different name To switch to Outside the office mode from within the phone select Action gt Connection gt Out side the office from the menu The connection will be re established with the new connection settings Note If you wish to use a 3CX Tunnel installed on a different host simply enter the IP of the host with the 3CX Tunnel service installed In this case you must configure the Remote end of the Tunnel on the machine using the tunnel Page www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Configuring a direct remote connection Using the direct mode requires that your administrator has setup the firewall in front of 3CX Phone System correctly as well as that your NAT device can handle VOIP Most modern home routers Linksys Netgear and so on are now capable of handling VOIP correctly To create an Out of Office connection that does NOT use a 3CX Tunnel 1 Select File gt Connections from the menu Connection Settings 3CX Phone System SIP server Profile Name In Office local IP or FODN 207 46 197 32 Out of Office direct Out of Office tunnel ae VOIP Provider aan 3CX Phone system 9 SIP server VoIP provider STUN Use STUN resolved Public IP address STUN Server stun 3cx com Presence a Use UDP Come Gaeta Screenshot 3 Creating an Out of the Office C
5. single TCP Port To set up a connection profile using a 3CX Tunnel 1 Select File gt Connections from the menu Page 6 www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon 30X 3CX Phone System for Windows Connection Settings 3CX Phone System SIP server Profile Name In Office local IP or FQDN 192 168 1 50 Out of Office direct Out of Office tunnel VOIP Provider Authentication 3CX Phone system SIP server VoIP provider Tunnel MJUse tunnel to connect to 3CX Phone System Use tunnel of host 907 46 197 37 Port Remote end of tunnel 207 46 197 32 Port Tunnel Password Tunnel Status Turned Off Reconnect Screenshot 2 Creating an Out of the Office Connection 2 In the Connection Settings dialog click on the Out of Office connection and specify the internal IP of 3CX Phone System on the right hand side 3 In the section Authentication select 8CX Phone System and enter your extension number and pin code 4 Click on the tab Tunnel Tick the option Use 3CX tunnel and then specify the public IP and port of the 3CX Phone System machine in the field Remote end of Tunnel By default this is 5090 5 Click Connect to check that the tunnel is working The Tunnel status will show you whether connection has been successful 6 Click on the OK button to exit the dialog You can rename the profile by right clicking
6. the current call in progress and save it as a wav file on the server To get access to the recording contact your administrator Page 13 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon 30X 3CX Phone System for Windows Call History Call History From Duration Date and Time Direction 2100 28 01 06 12 55 mee Screenshot 8 Viewing Call History You can view the history of calls received and placed by clicking on the History button To place a call to a number in the call history simply double click on the number to launch a call to that number Alternatively select the entry and click the Redial button Adjusting Microphone level i Recording Control Options Help Stereo Mis Microphone LD Player Balance Balance Balance PH dro Volume Volume Volume Select Select Select SoundMAas HD Audio Screenshot 9 Adjusting the Microphone level The microphone audio level is set by the sound card driver in Windows To adjust it 1 Go to Windows Control Panel and double click on Sounds and Audio Devices In the Audio tab click on the Volume button in the Sound Recording section then use the sliders to adjust the microphone recording level Page 14 www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows 2 Alternatively double click the speaker icon in the Windows taskbar
7. 30X E 1 a software based PBX f Ce User Manual 3CX VOIP client Soft phone Version 6 0 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of 3CX Ltd 3CX Phone System for Windows is copyright of 3CX Ltd 3CX is a registered trademark and 3CX Phone System for Windows and the 3CX logo are trademarks of 3CX Ltd in Europe the United States and other countries Version 6 0 Last updated 11 June 2008 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 Table of Contents ASAMI 3 GAN ON CIEN icgssce aa a 3 5 Whats thie 36 OUP EE nn E AA 5 MSANI SGX VON Pioli e na ml Dn ah Na Ja an a IE a ana 5 Configuring 3CX VOIP client for use on the local LAN mee e naaa naaa anna nakkan 5 Configuring a Remote CONNECTION oo XX 6 Configuring a remote connection using the 3CX Tunnel ooooooWW Waka 6 Configuring a direct remote CONNECTION oo kk 8 Configuring a connection to a 3 party VOIP provide
8. e system tray informing you of the new call 2 3CX VoIP Client File Action View Help Chk Eiz Q 8 3 Ringing a In Office Available ld tinea inez tines Screenshot 6 Answering Calls The incoming call will light up the LED on the first available line To answer the call click on the answer button or hit the Enter key To reject the call click on the red hang up button or hit the Escape key The caller will be treated as if your phone was busy The forwarding settings for Call Busy will be triggered You can answer a call by hitting the Enter key or cancel a call by hitting the Escape key Note If you already have a call active the call will be received on the second line and the LED on the second line will flash To answer this call click on the line 2 button first Your call on line 1 will automatically be put on hold and the LED one line 1 will flash Transferring calls Blind transfer A blind transfer transfers the call to another extension without first soeaking to the target extension There are 2 ways to perform a blind transfer Method 1 1 Click on the transfer button Transfer 2 Dial the destination number or double click on the extension inthe status panel and click on the dial button or hit the Enter key Method 2 1 Select the Transfer Call option from the Action menu 2 Enter the extension number to which you want to tran
9. es which allows callers to be queued until any of the agents can take the call The actual configuration of who is an agent for a particular Call Queue is done from the 3CX management console 3CX VOIP Client enables you to take full advantage of this feature by allowing you to easily login and logout of the queues as well as to monitor queue status Logging into a Call Queue If you are an agent for a particular queue you need to login to the queue to let the phone system know that you are available to start taking calls This avoids calls being sent to your extension without you being available To login to all Call Queues that you are a member of 1 Select Action gt Queue gt Login to all Queues 2 You will now be routed calls as they come into the queue The Queue monitor a a a Queues Agents Queue 301 a 100 SxP2000 10 172 0 100 0 00 am 101 GHP 2020 10 172 0 101 0 01 Queue Call D 102 Aastra S1i10 172 0 102 0 00 Gol Sh 103 Snom320 10 172 0 103 0 00 Queue Call a 104 Snom 320 10 172 0 104 0 00 amp 105 Linksys 942 10 172 0105 0 00 J Always on top Screenshot 19 Monitoring the queues The Call Queue monitor allows you to see the available queues which agents are logged in as well as which agents are on a call in the queue To launch the Queue monitor 1 From the View menu select Show Queues 2 If you want the dialog to remain on top even if you minimize the VOIP client select Alway
10. f you shut down 3CX VOIP client Preferences The preferences dialog allows you to set your 3CX VOIP client preferences You can change your extension options by clicking on the Change Extension options button This will launch your default browser and connect the 3CX Phone System User portal Page 16 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Preferences Preferences WM Log me in automatically Show Menu Bar Suppress early sound streams Action on Ringing Show Answer Dialog Interface Language English Interface skin basic Change Extension options Multimedia devices Microphone device Primary Sound Capture Driver Ringing Device Primary Sound Driver Playback Device primary Sound Driver Screenshot 15 Preferences You can also configure the following options for 3CX VOIP client e Tick the option Automatically start 3CX VOIP client when Windows starts so that 3CX VOIP client will automatically run in the System Tray each time Windows starts e Tick the option Log me in automatically so that 3CX VOIP client will use the last entered credentials to login automatically to 3CX Phone System e The option Show Menu Bar hides or shows the menu bar in the main interface e The option Action on Ringing allows you to define how you want 3CX VOIP client to notify you when you
11. ffice mode e Whether your status is set to Available or Away Furthermore when you make or receive a call the number to be dialled OR the caller ID of the caller is shown in the middle of the status screen Just below it you will get information messages about the progress of the call Extension Line amp Queue Status 3CX VOIP client has an Operator panel which allows you to see the status of other users In the FREE edition other extensions will appear as greyed out Presence information is only available in the commercial editions Uys Screenshot 12 Presence filter buttons By default all extensions lines and queues are listed however you can filter them using the tool bar buttons oe Screenshot 13 Adding Removing columns If you do not want to expand the columns and not all the extensions fit you can click on the arrow buttons to browse the remaining extensions in the last available column Specifying Away Available status sis Screenshot 14 Specifying Away status If you temporarily can not answer the phone you can specify that you are Away This will show your colleagues that you are not in a position to answer calls All calls that do get sent to your extension will be handled according to the Phone busy setting configured for your extension To set your extension status select Available or Away from the toolbar Note that this setting will persist even i
12. forking In this way you can make and receive calls on either the desk phone or the soft phone whichever is more convenient at the time This chapter explains how to use 3CX VOIP client as a soft phone then explains how it can be used with a desk phone and finally it discusses the common features available in both modes Using the 3CX VOIP client as a SIP phone pis ar Dori aa Ds Dercbbon A i00 Pick Gaes i Troodia Sprrou SIRI Soten Siano D sii EGE arthur Moroz 208 Sedar Cabeja wt eve Stterd com 2 Ka 108 Siepen Yenepa Screenshot 5 3CX VOIP client in SIP phone mode 1 Dial Pad 5 Phone modes 2 Phone functions 6 Status panel 3 Lines 7 Dial 4 Status screen 8 Hang up If you selected to use 3CX VOIP client with a head set then the 3CX VOIP client will work as a SIP Phone and the interface will resemble a phone Making calls To make a call simply dial the number on the keypad using your mouse or enter the number using your keypad Click the green button or hit the enter key to instruct the phone to dial the number 3CX VOIP client will make the call on the first available line Page 11 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Answering Calls As soon as a call comes in 3CX VOIP client will ring and show the incoming call on the screen of the phone It will also pop up a small dialog in th
13. he head set you can continue to use your desk based phone if you prefer The 3CX VOIP client ships with all editions of 3CX Phone System including the Free edition However in the Small Business Pro and Enterprise editions the 3CX VOIP client allows you to see the presence of other users on the phone system In the FREE edition other extensions appear greyed out Installing 3CX VOIP client The 3CX VOIP client is a small application and is easy install 1 Download the latest 3CX VOIP client from http www 3cx com downloads 3CXVoipClient msi 2 Click Run to execute the setup process You will be prompted for your preferred interface language and to select a location 3 The files will be copied Click Finish to complete installation Configuring 3CX VOIP client for use on the local LAN The first time you start the 3CX VOIP client you will have to configure a number of options Login to 3CX Phone System Login Parameters Connection In Office 3CX PhoneSystem Server 192 158 1 50 Maa My VoiceMail PIN Mode Deskphone Headset Screenshot 1 Login to 3CX Phone System To set up 3CX VOIP client 1 Start 3CX VOIP client from the 3CX VOIP Client program group or by double clicking on the tray icon Page 5 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon 30X 3CX Phone System for Windows 2 In the connection drop down you can specify which
14. onnection 2 In the Connection Settings dialog click on the Out of Office connection and specify the public IP of 3CX Phone System on the right hand side 3 In the section Authentication select 8CX Phone System and enter your extension number and pin code 4 Click on the tab GENERAL and enable the option Use STUN Resolved Public IP Address Leave the default STUN server or enter another one 5 Now click Apply You can rename the profile by right clicking on the profile and give it a different name To switch to Outside the office mode from within the phone select Action gt Connection gt Out side the office from the menu The connection will be re established with the new connection settings Page 8 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Configuring a connection to a 3 party VOIP provider SIP server If you want to create connection that must connect to a VOIP provider or another SIP server for example Asterisk then create the connection as follows 1 Select File gt Connections from the menu Click on the Add button to create a new connection profile Connection Settings 3CX Phone System SIP server Profile Name In Office local IP or FQDN 207 46 197 321 Out of Office direct Out of Office tunnel VOIP Provider Authentication 1 3CX Phone system
15. r SIP Server ooooooooooooo 9 Using the 3CA VOIP Cent emban Ban DA D a ban aon Neat 11 Modu ach isacitelah ese ie NN ia 11 Using the 3CX VOIP client as a SIP phone oo ah 11 aa aa NN Pn an pakan 11 ANISW CHING Gal Sana nana aan adab an aa Bee ala ank 12 an sein ga Sa na na ra ma 12 Transrerring cal STO VOlCE Mal aan aan RN BN BN 13 Recording Ca ae a a 13 Gal STONY seca ma te ea eta 14 Agjusting Misrop None ee aan BN 14 Using 3CX VOIP client with a desk phone Wa 15 Features common to both VOIP client and Soft phone mode ooo WWW 15 Bar onar 15 Extension Line amp Queue SAN Se aa EN LN 16 Specifying Away Avallable StatiiS 2 kena KEREN 16 PT CTOFENCES anne REUNI RON NN IN RL md 16 Launching calls from Microsoft OUtIOOK dn nanah 19 Pa kar an NAN na nn NS A 19 Sa Gee Sa eal tak tas aa in lad il toe a ean 21 LOGGING into a Call GUS eh 21 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows www 3cx com Installing 3CX VOIP client What is the 3CX VOIP client The 3CX VOIP Client is a small Windows application that allows you to make and receive calls via your desktop phone or using a headset connected directly to your computer You can see the extension numbers of other users and whether they are available to take calls Important is that you can use the 3CX VOIP client without having to use t
16. receive an incoming call a Show answer dialog this option will show a dialog which will allow you to answer reject or send the call to voice mail b Show notification popup this option shows a small popup notifying you of an inbound call c Bring main window to front This will bring 3CX VOIP client to the front of all dialogs e You can select your preferred interface language using the selector e Inthe Multimedia devices section you can select which audio device you wish to use for speaking ringing and listening Page 17 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Launching calls from Microsoft Outlook Introduction This feature requires a commercial edition of 3CX Phone System for Windows If you use Microsoft Outlook or any TAPI compliant application and store all your phone numbers in Outlook contacts you can easily launch calls directly from Outlook To do this Open Print Forward mn New Message to Contact New Appointment with Contact New Meeting Request ta Contact Kal ET New Task for Contact New Journal Entry For Contact Link 39 Call Contact fat Call Using NetMeeting Y Follow Up Categories x Delete Screenshot 16 Right click on a contact 1 Right click on the contact in Micro
17. s on top Page 21 www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299
18. sfer the call and click OK Attended transfer An attended transfer is performed by first calling the target extension and speaking to the person who Is to take the call There are 2 ways to perform an attended transfer Page 12 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Method 1 1 Select the Attended Transfer option from the Action menu 2 Enter the extension number to which you want to transfer the call and click OK 3 After you have introduced the caller to the user of the extension click on the transfer button to transfer the call Method 2 1 Click on the Line 2 button and dial the number of the extension you wish to reach Alternatively double click on the extension in the status panel The call on Line 1 will automatically be put on hold 2 After you have introduced the caller to the user of the extension click on the transfer button and click on Line 1 to connect both extensions Transferring calls to voice mail If you are unable to take a call you can transfer the call to your Voice mail You can do this by clicking on the icon in the menu bar or the menu item Action gt Transfer to Voice mail The caller will be transferred to your voice mail box where he can leave a message Recording a call Ca Screenshot 7 Recording a call You can record a call simply by clicking on the record call button This will record
19. soft Outlook and select Call contact amp New Call Number to dial m selir Contact E spartmentg BS Open Contact Number 1357 22404686 Dialing Properties Create new Journal Entry when starting new call Call status On hook Start Call End Cal Dialing Options Screenshot 17 Microsoft Outlook New Call dialog 2 The Microsoft Outlook New Call dialog will appear The first time you use the Microsoft Outlook integration click on Dialing Options Page 19 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 30X 3CX Phone System for Windows Dialing Options Settings For speed dialing Mame Fhone number Sagi Partner 109 Settings For phone number Formatting and dialing Dialing Properties Connect using line SCX VoIP Client wt Line Properties Screenshot 18 The Dialing Options dialog 3 In the section Connect using line select the entry 3CX VoIP Client Click OK to exit the dialog 4 Now you can click the start call button The call will be launched using the 3CX VOIP client Note If you are using the Desk phone mode then the call will be set up to your desk phone Page 20 VolPon www voipon co uk sales voipon co uk Tel 44 0 1245 808195 Fax 44 0 1245 808299 VolPon 30X 3CX Phone System for Windows Call Queue integration Introduction 3CX Phone System has a powerful feature called Call Queu
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