How to setup a router phone (commonly referred to as a SIP phone or IP phone) 3cx

Setting up a router phone (commonly referred to as a SIP phone or IP phone) with 3CX involves configuring the phone to register with the 3CX server, so that it can make and receive calls. Here’s how you can set up a SIP phone to work with 3CX:

Step 1: Add a SIP Phone in 3CX Management Console

1. Log into the 3CX Management Console:
   • Open your browser and navigate to http://<your-server-ip>:5000 or https://<your-server-ip>:5001.
   • Enter your administrator credentials.
2. Navigate to Extensions:
   • In the 3CX Management Console, go to the Extensions section on the left panel.
   • Click on Add Extension to create a new extension for the SIP phone.
3. Create an Extension:
   • Fill in the necessary details for the extension:
     • Extension Number: The extension number for the SIP phone (e.g., 1001).
     • Name: The name of the person or device associated with the extension.
     • Email Address: Optional, for notifications.
   • Provisioning: Choose whether you want to provision this extension manually or via auto-provisioning (recommended for easy setup).
4. Provision the Phone:
   • Under Provisioning, you’ll get the Provisioning URL for the SIP phone to automatically configure. This URL will be used to auto-provision the phone.
   • The URL is usually something like: http://<your-3cx-server-ip>:5000/provision/<extension_number>.
   • For manual configuration, you will need the Extension number, Password, and SIP Server (usually the IP address or domain of your 3CX server).
5. Save the Extension:
   • Click OK or Save to save the extension settings.

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Step 2: Configure the SIP Phone (Router Phone)

Option 1: Auto-Provisioning (Recommended)

1. Find the Provisioning URL:
   • Go to the Provisioning section in the 3CX Management Console for the created extension.
   • Copy the Provisioning URL.
2. Access the SIP Phone’s Web Interface:
   • Access the web interface of your SIP phone by entering its IP address in a browser. You may need to look up the IP address from the phone’s screen (often found in the network settings on the phone itself).
   • Enter the username and password for the phone’s admin interface (often found in the user manual).
3. Enter the Provisioning URL:
   • In the Provisioning section of the phone’s web interface, paste the Provisioning URL from 3CX.
   • Some phones may allow you to specify a provisioning server, while others will have a field for the auto-provisioning URL. Paste the URL there.
4. Reboot the Phone:
   • After entering the URL, reboot the phone. It will contact the 3CX server and automatically configure itself with the correct extension settings.

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Option 2: Manual Configuration

If your phone doesn’t support auto-provisioning, you can manually configure the settings:

1. Access the SIP Phone’s Web Interface:
   • Open a browser and type the IP address of the SIP phone to access its admin page.
   • Log in using the admin credentials.
2. Configure the SIP Account:
   • Go to the Account or SIP Account settings (the exact name may vary based on the phone model).
   • Enter the following details:
     • Account Name: The extension number (e.g., 1001).
     • Display Name: The name associated with the extension.
     • SIP Server: The IP address or domain name of your 3CX server.
     • SIP Proxy: Same as the SIP Server (use the 3CX server’s IP address or FQDN).
     • Username: The extension number (e.g., 1001).
     • Password: The password assigned to the extension in 3CX.
3. Set the SIP Port:
   • Set the SIP port to 5060 (default for non-secure connections) or 5061 (for secure connections with TLS).
4. Save and Reboot the Phone:
   • After configuring all the necessary settings, save the configuration and reboot the phone.

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Step 3: Test the Connection

1. Make Test Calls:
   • After the phone reboots and registers with the 3CX system, try making and receiving test calls.
   • Check the 3CX Management Console to ensure the extension status is registered.
2. Check the 3CX Dashboard:
   • In the 3CX Management Console, navigate to the Dashboard.
   • Ensure that your SIP phone’s extension is listed as “Registered” under the Extensions section.

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Step 4: Troubleshooting

If the phone is not registering or if you encounter issues:

1. Check Network Configuration:
   • Ensure that the phone can reach the 3CX server through the network. If you’re using an external network, ensure that the necessary ports (SIP, RTP, etc.) are open and properly forwarded.
2. Firewall and NAT Issues:
   • If the phone is behind a router, ensure that SIP ALG (Application Layer Gateway) is disabled on the router to avoid SIP-related issues.
   • If you’re using an external phone (outside of the local network), make sure that STUN, SIP Server, and NAT Traversal settings are correctly configured.
3. Check Logs:
   • If there are still issues, check the logs in the 3CX Management Console under Logs to troubleshoot further.

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Conclusion

You have now set up your SIP phone (router phone) on 3CX, either through auto-provisioning or manual configuration. Auto-provisioning is the easiest method if your phone supports it, as it automatically configures the necessary settings. Once set up, you can test the phone and ensure it registers with the 3CX server to make and receive calls.

Let me know if you need further assistance!