3CX Basic CertificationAll content in document is found Website1-Installing 3CX
The system 3CX will be installed on, must be as free as possible of any 3rd party applications.Applications that have been known to interfere with 3CX when installed on the same machineare, Microsoft Exchange, MS SQL, D...
Welcome to the online training series from 3CX. This module will concentrate on the installation
of 3CX.
[SLIDE 2]
To begin with, we will be going through the prerequisites of the system and the network. We will
also discuss the general concepts of how the FQDNs and SSL Certificates work, and walk you
through the installation of 3CX by going through the Web Based Setup Wizard.
[SLIDE 3]
3CX can be installed on either a Windows or Linux Operating System. The supported Windows
versions are Windows 10, or if you prefer a Windows Server Operating System, anything newer
than Microsoft Server 2012R2. If you want to install 3CX on Linux, you can do so on an existing
Debian 9 Stretch installation, or you can use the 3CX ISO, which will install both the Operating
System, and 3CX. Bear in mind that all these Operating Systems must be of a 64-bit architecture.
3CX Cannot be installed on a 32 bit operating system.
3CX can also be installed on a Raspberry Pi for installations up to 8 Simultaneous Calls.
Standard, PRO and Enterprise editions can be installed on a Raspberry Pi.
[SLIDE 4]
If you decide to use a Windows Operating System, you must make sure that all Windows
Updates have been installed, prior to starting the installation process. .NET 4.6.1 or higher must
also be installed on the system, along with all its updates, as it is crucial for the smooth
operation of 3CX.
With 3CX’s Modern interface, a compatible browser is required. 3CX is entirely configured
using a web browser. This can either be Google Chrome, Mozilla Firefox or Microsoft Edge.
Avoid using Microsoft’s Internet Explorer.
,The system 3CX will be installed on, must be as free as possible of any 3rd party applications.
Applications that have been known to interfere with 3CX when installed on the same machine
are, Microsoft Exchange, MS SQL, DNS Server software or roles, and VPN software or
adapters. As most of these packages or services exist on the network, prior to the deployment of
3CX, we recommend that 3CX is installed on a fresh, dedicated machine.
Anti-Virus software packages have also been known to sometimes cause issues, so if you do
have one installed, make sure you have added the necessary exceptions in its settings. That
means excluding the 3CX data folders. Also, make sure that the HTTP and HTTPS ports are
excluded from network traffic scans.
[SLIDE 5]
When installing on a Linux Operating System, the installation process automatically installs all
necessary updates, so no extra steps are required. The only requirement is that no other software
is installed. It must dedicated for use by 3CX.
[SLIDE 6]
If you decide to install 3CX in a Virtualized environment, not all Hypervisor Platforms may be
up to the task. For this reason, we advise that you use one of the platforms which we have tested.
These will provide you with a trouble-free experience and the maximum level of support from
the 3CX Support Team, should any issue occur.
The Virtualization platforms that have been tested are Microsoft Hyper-V, VMWare ESXi, KVM
and Citrix XenServer. When using these platforms, please ensure to check, and conform to the
minimum version requirements.
[SLIDE 7]
Installing the Linux edition is easy with the 3CX ISO. This can be used for a local, bare metal
machine, or a local Hypervisor.
For Hosted Platforms, the ones that have been tested are Openstack with KVM - many data
centres use this infrastructure including Amazon AWS with EC2 and lightsail machines, Google
Cloud Engine, Microsoft’s Azure platform and OVH. These can be deployed using the 3CX PBX
Express wizard, which will allow you with a very simple wizard, to deploy your PBX, hassle
free.
Any other Openstack Version 2 compatible provider can also be used, but you will need to
manually add the API details to link the provider to PBX Express. We cover this in more detail in
the PBX Express module, in the intermediate training course.
For other cloud hosting providers, you can use the apt-get command to install 3CX on a Debian 9
installation.
,[SLIDE 8]
So, what are the hardware requirements? Hardware specifications primarily depend on the
deployment size. You can find our suggested requirements at the link shown in the slide, or by
performing a search on our website. These specifications can be for either a Bare Metal,
standalone machine, or within a virtualized environment locally, or in the cloud.
Let’s go into this a little further.
If, for example, you intend on recording the calls on your system, the size of the Hard Disk is
crucial. Also, because recordings are written to the disk on the fly, you must ensure that the Hard
Disk’s Read/Write speeds can cover your call recording needs. In the recordings module we will
also cover the archiving of recordings, and how this will affect your disk usage.
The more extensions configured and provisioned on your PBX, the more memory will be
required for the BLF updating and presence information to be relayed.
Finally, the audio of calls to and from VoIP Providers passes through the 3CX PBX. Depending
on the amount of concurrent active calls you predict you will have, you may need to adjust the
RAM size of your server. For this you can use the minimum system requirements as a reference.
[SLIDE 9]
The network requirements of 3CX are simple. Connect the 3CX Server to the network using a
wired connection. Also, if you intend to use the installation as an on-premise setup, meaning that
the users and the 3CX server will be on the same LAN, then the IP addresses that this LAN uses
must be in a private range as defined by RFC 1918.
Using an RFC compliant addressing scheme internally allows access to the PBX via the IP
Address, and not the FQDN of the PBX as well as provisioning via HTTP locally, rather than
HTTPS.
3CX can be installed on a server with multiple Network Cards and can be configured to use
them, however, it is recommended not to overcomplicate the network configuration of the
server, if it's not necessary. In this module we are going to talk about how to install on a server
with only 1 Network Card. This means that it must only have 1 IP address assigned to it, and you
must disable all other unused Network Adapters. Just having them unplugged, or showing as
“Not Connected” will not suffice.
[SLIDE 10]
Having an IP PBX like 3CX probably means that you are going to be using VoIP Providers for
calls, and most likely you are also going to have Remote Extensions. We cover remote
extensions in the two Remote Extension Modules, in the intermediate training course.
, This means that in order for this communication to be possible, there will be some traffic
traversing the firewall that sits between 3CX and the Internet. For this reason, having access to
and configuring this firewall is required.
Another requirement 3CX has, is that it must have constant and unfiltered access to the Internet.
This means that any traffic 3CX sends to the 3cx.com and 3cx.net domains must not pass
through a HTTPS Proxy, and the Firewall must not perform Deep Packet Inspection, at least for
traffic to these specific domains.
Failing to do this may result in problems related to activating your License Key, downloading
Updates, and accessing 3CX WebMeeting.
Also, having a Public Static IP, although not mandatory in V16, is something to consider as this
provides stability for all External Communications.
[SLIDE 11]
During the installation of 3CX, you will be asked to provide a License Key. 3CX currently offers
3 types of License Keys. These are:
The Standard Edition. The Standard edition has no limitation on the amount of VoIP Providers,
Gateways and extensions you can create. You can make use of most of the basic features 3CX
has to offer, however, there are some limitations. A 3CX FQDN, SSL certificate, and SMTP
Server will need to be used.
The Pro Edition. The Pro Edition will allow for more features to be used, which includes,
amongst others, Queues, Bridging 2 or more PBXs together, CRM integration and Hotel
services.
The Enterprise Edition. The Enterprise Edition will allow your license to be activated on another
server at the same time, thus opening the opportunity for Failover solutions and scenarios. The
Enterprise license also enables some more advanced features, which will benefit a corporate
admin, giving them access to phone customisation as well as increased control of call recordings.
For a more detailed comparison of the features each key has, you can go to our feature
comparison page, at the link shown. (https://www.3cx.com/phone-system/edition-comparison/)
[SLIDE 12]
If you don't already have one, you can get an Annual License key with 16SC FREE for a year.
This license will have the PRO edition features enabled for 2 months, and will then revert to
Standard, for the rest of the 1st year. You can get the free license key by filling in the form found
in the link during the installation process. Having a License Key before beginning the installation
process is important, as it is one of the first things the installer will be asking for.
(https://www.3cx.com/voip-ip-pbx)
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