PBX Technical Commissioning Questionnaire

PBX Technical Commissioning Questionnaire

Please complete the below Questionnaire to enable us to perform the initial setup of your PBX system.
Contact Details
Your Full Name*

First NameLast Name
Organization
Enter your company's name or leave blank for individuals
Role in the Organization
Country*
Location or Address*
Admin Email*
admin@company.com. An email confirmation will be sent to this address.
Admin Phone Number*
Please enter the phone number in international E164 format. e.g. +12469873453
Approximate Number of Users*
Do you agree to be registered with your name, company and email address?*

Yes
Deployment
Self-host:
Self-hosted in your own cloud provider (Google, Amazon or Microsoft). Choose this option if you wish to control and manage 3CX and its hosting yourself.

On-Premise:
Install 3CX on Linux, Windows or Raspberry PI on site.

Northpoint can provide deployment services for both options.
How do you want 3CX to be deployed?*

Self-host in your cloudOn-Premise
System FQDN
3CX requires a fully resolvable FQDN (Fully Qualified Domain Name) and a matching SSL certificate, to work seamlessly in and out of the office.

You can choose a FQDN and we will set this up for you.

IMPORTANT: the FQDN/subdomain you choose is linked to your license key and cannot be changed or modified without reinstalling the entire system.
I would like to use my own FQDN.*

YesNo
External Name (First Option)
The is the first part of the domain/sub domain name part of the FQDN. It could be your business name or abbreviated business name e.g. 'northpoint' or 'npoint'
External Name (2nd Option)
e.g. northpoint2
External Name (3rd Option)
e.g. northpoint3
Desired 3CX TLD*
Your 3CX TLD will form the second part of your domain name e.g. mycompany.3cx.co
N.B. If you would like to use your own FQDN, we will contact you with the requirements to set that up. Please note you will need a signed matching SSL certificate from a well-known certificate authority for installation on the server, and that you will need to manage the domain and SSL certificate renewals on your own.
Please enter your own FQDN
Public IP Addressing and Port Numbering
Do you have a Public Static IP Address?*

YesNoI don't know
If yes, please enter it here:*
This is the external IP address that the PBX will be linked to, in dotted decimal form e.g. 65.48.192.246
The below ports will need to be opened on any firewalls or security appliances to allow external access to the system for management and telephony services. The default values are shown, and should not be changed unless there is a conflict or other reason to do so. You can leave these at default.
Desired HTTP Port:
Default is 5000
Desired HTTPS Port:
Default is 5001
SIP Port:
Default is 5060
SIP Tunnel Port:
Default is 5090
External RTP Port Start:
Default is 9000
External RTP Port End:
Default is 10499
External WebRTC Port Start:
Default is 10500
External WebRTC Port End:
Default is 10999
Internal RTP Port Start:
Default is 7000
Internal RTP Port End:
Default is 8499
LAN Environment
Please enter the IPv4 Subnet for PBX and Phones:
This is the LAN IPv4 subnet for the PBX and IP Phones.
Please enter the VLAN ID for PBX and Phones (if applicable):
This is the VLAN for the PBX and IP Phones.
Will the PBX receive IP addressing using DHCP?*

NoYesUnsure
Please enter the private Static IP Address for the PBX:
This is the LAN IPv4 address for the PBX.
System Extension Configurations
Extension Digit Length:*
Default is 3. This is The number of digits for your PBX extension numbers. This cannot be altered later.
Operator Extension Number*
The default Operator extension, i.e. the default destination for inbound calls. This is typically the extension for your front desk or receptionist.
Operator Extension Email*
Email address for the Operator extension.
Audio Conference Bridge Extension Number
Specify the extension number to initiate audio conferences.
Voicemail Extension Number*
Specify the “Voicemail Extension” number for users to retrieve their voicemail.
Administrator Email Address*
The PBX administrator’s email address to receive important notifications.
PBX Email Settings
Please Choose SMTP Server for PBX Notifications:*
Pro and Enterprise Editions can use a custom SMTP server.
Custom SMTP - Mail Server*
Custom SMTP - Reply-To Address*
admin@company.com
PBX Mail Account - Email Address or Username*
PBX Mail Account - Password*
Custom SMTP - Enable SSL/TLS
Enter email addresses for system notifications, security events etc.
Please enter one address per line.
Country Restrictions, Language and Locale Settings
Countries calls can be made to:
Here you can determine that only calls to selected countries are allowed, to reduce the risk of VoIP toll fraud, if desired.
Select System Language and Locale Settings:
3CX defaults to US English audio prompts i.e. recorded voice files played by the system to callers and users. Different prompt sets can be selected.
System Country
System Timezone
SIP Trunk Provider Details
SIP Trunk Provider*
Desired Name on Trunk
Registrar/Server/Gateway Hostname or IP:
Outbound Proxy Port:
Normally 5060
Trunk Size:
Number of simultaneous calls
Main Trunk No:
E.g. 2464564321
Additional DID Numbers:
Enter one per line
Authentication ID:*
Authentication Password:*
Additional SIP Trunk Providers
Please enter the above details for any additional SIP Trunk Providers you may have.
Emergency Numbers
Please enter you local emergency numbers here.
211 (Police) 311 (Fire) 511 (Ambulance)Please enter one per line. Please place service in brackets next to the number.
Administrator Account and Passwords
3CX requires an administrator account and specific system passwords. Northpoint can define these password for you, where you can modify them after handover, or, if you prefer, you can list the main account names and passwords you would like below.

Northpoint still recommends that you change you password after handover.

3CX requires a minimum of 10-characters in passwords, with at least 1 lowercase letter, 1 uppercase letter and one digit.
Do you want to define the administrator credentials and other system passwords here?

NoYes
Administrator Username
Administrator Password
3CX Tunnel Password
Backup Encryption Password.
Additional Configuration
What additional system services do you need configured?

NoneAll BelowExtension Migration/UploadBackupsInteractive Voice Response (IVR) / Auto Attendant / Digital ReceptionstRing Groups / Paging / IntercomCall Center Services (Inbound Call Queues)Facebook Messaging (link your Facebook page to extension messaging)SMS Text Messaging (send and receive mobile phone SMS messages)Microsoft O365 Integration (link availability and email addresses to O35)CRM Integration (Salesforce, Zendesk, Dynamics 365, Zoho etc.)Hotel ServicesLive Chat Module for visitors to your WebsiteHotdeskingFax Server (for inbound faxes)
Please enter any additional configuration notes here:
e.g. DID xxx should route directly to extension yyy, or extension zzz should not be able to make international calls etc.
Please verify that you are human*
Should be Empty:

PBX Technical Commissioning Questionnaire

Contact Details

Deployment

System FQDN

Public IP Addressing and Port Numbering

LAN Environment

System Extension Configurations

PBX Email Settings

Country Restrictions, Language and Locale Settings

SIP Trunk Provider Details

Emergency Numbers

Administrator Account and Passwords

Additional Configuration