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We are going to walk through a simple and typical setup of FreePBX.  It would be impossible to teach you through a single wiki how to configure the over 1000 features of FreePBX, but following should allow a brand-new user to create a basic system setup. This setup assumes you have purchased the (System Building Basic) commercial module bundle to make setting up phones and your PBX much easier. It also assumes you are using SIP trunks. In our example we will use SIPStation for our trunking. The SIPStation module built into FreePBX Administration makes setting up FreePBX a breeze, as it does most of the work for us.

Configuration of the PBX is done using the various FreePBX Modules. The modules are divided into several categories at the top of the GUI.  Once you're at a specific module's page, you can hover your mouse over the question mark iconnear each entry to view more information on what the item does.

For detailed instructions on each module, start here:  FreePBX Modules Home.

Getting Started

  • Begin by logging into your PBX. We will be working with the FreePBX Administration GUI.

 

  • Next, take care of a few basic housekeeping items shown in the following instructions: Setting the time zone, setting hard drive failure / fill-up notifications, and configuring intrusion detection settings.

Setting the Time Zone

    • Go to Admin -> System Admin -> Time Zone
    • Use the drop-down menus to select the appropriate time zone and then click “Submit.”

    • Click “OK” in the pop-up window that appears, and then wait for the page to reload. Once it has reloaded, your settings have been applied.

Hard Drive Failure / Fill-Up Notification

    • Go to Admin -> System Admin -> Storage
    • Enter an e-mail address where you would like to receive hard drive failure / fill-up notifications, and click “Submit.”

Configuring Intrusion Detection

  • Go to Admin -> System Admin -> Intrusion Detection
  • We recommend that you keep this service running, in order to detect, block, and notify you of attempts to compromise your system. You may check the status here and adjust your ban time, max retry, and find time if needed.
  • Enter an e-mail address where you would like to receive intrusion detection notifications.
  • Optionally, enter any IPs that you would like to whitelist.
  • Click “Submit” and then click “OK” in the pop-up window that appears. Wait until the page reloads. Your settings will be applied when the page reloads.

Creating Extensions

  • Go to Applications -> Extensions
  • Select your device from the drop-down menu and click “Submit.” You will be taken to a page where you can enter more information about the extension.



  • Enter the extension number that will be used to reach this user, and the display name.



  • If you would like to enable voicemail now: Scroll down toward the bottom of the page to the “Voicemail” section. Use the drop-down menu to enable voicemail, and enter an initial password (digits only). Users can change their passwords later by dialing *98 and changing voicemail settings.




  • Click “Submit” followed by the “Apply Config” button.

  • Repeat the process for each extension you would like to add.

  • To manage the extensions you created, go to Applications -> Extensions and click on the individual extension in the list at the upper right corner.

Configuring a Phone Using EndPoint Manager (EPM)

  • Go to Settings -> EndPoint Manager
  • Click on “Global Settings” in the menu at the upper right corner of the page.

Setting IP Address and HTTP Provision Port

    • Enter the IP address of your PBX into the “Internal IP Address” field.
    • Take note of your HTTP provision port shown, as you will need it later when setting up your phone to reach configuration files.
    • Click "Submit" when done.

Installing Firmware

  • Click “Firmware Management” in the EndPoint menu at the upper right corner of the page.
  • Then click your phone’s brand from the list that appears:
  • Drag the latest firmware to Firmware Slot 1 and click “Submit.” A message will appear saying the firmware is downloading and installing. (The below example is for Digium.) You will need to refresh the page after a couple of minutes in order to confirm the firmware has been successfully installed.



  • If the firmware has completed its installation, you should see a message similar to the following:

Creating a Template for the Phone

    • Click “Add Brand” in the EndPoint menu at the upper right corner of the screen.
    • Select the brand of your phone.
    • Enter a friendly name for the template in “Template Name.”
    • Choose either the “Internal” or “External” Destination Address option. If you choose Internal, the system will pull the IP address you defined earlier in Global Settings. If you choose External, you may enter any IP or Fully Qualified Domain Name (FQDN). In this example we have chosen Internal.
    • Select your time zone. Choose your standard time offset from GMT, or select GMT.
    • The Provision Server Address should match the Destination Address set above.
    • For Provision Server Protocol, click on “HTTP” to select HTTP as the protocol that will be used to transfer configurations to phones.
    • For Firmware Version, choose “Firmware Slot 1” from the drop-down menu.
    • Click "Save Template" when finished.

Setting Up a Line Key for an Extension

    • After you’ve saved your template, you should now see your available phone(s) at the bottom of the page. (To navigate to this page if you are not there already, go to Settings -> EndPoint Manager -> Brands [Name of Brand] -> Manage [Name of Template].)

    • Click on the blue button for the phone you’d like to work on.

This example shows Digium phones. Your list may vary. We are working with the D70 in our example.

    • Use the orange Line Keys area to set up a line key. For Type, select “Line” from the drop-down menu. The Label and Value fields will disappear. For Account, select “Account 1” from the drop-down menu.

    • Click the "Save Model" button on the left side of the page when finished.
       

Mapping the Phone to an Extension

    • Click on “Extension Mapping” in the EndPoint menu in the upper right corner of the page. Then click “Add Extension.”

    • Under Extension/Name, select the extension and account you would like to associate with this phone.
    • Select your phone’s brand from the drop-down menu.
    • Under the brand, enter the phone’s MAC Address. This information is typically found printed on a label on the back of the phone.
    • Choose the phone’s template from the Template drop-down menu. This is the template we created earlier.
    • Choose the model of your phone from the Model drop-down menu.
    • When finished, be sure the drop-down menu at the bottom says “Save,” then click “Use Selected.”

Downloading Configuration Files to the Phone

Now we need to point the phone to the IP address and HTTP port of the PBX. The IP address and HTTP port were set up earlier in Global Settings. Setup may vary between phone models. The following instructions apply to the Digium D70: 

      • Press the phone’s “Settings” button
      • Select “Fetch Configuration File from URL”
      • Enter the IP address of your PBX
      • Enter the HTTP port for provisioning
      • Press “Go”

That’s it! Your phone should reboot, and you should now see the extension line key that was set up earlier.

Setting Up SIPStation Trunks

If you haven't already, you will need to visit the SIPStation Store to purchase at least one trunk and one DID as described in this wiki: Adding Services or DIDs to your Existing Account

The following instructions will show you how to set up SIPStation trunks in FreePBX. These instructions assume you have already purchased a SIPStation trunk.

  • Go to https://sipstation.schmoozecom.com and log in.





  • Note: SIPStation allows you to create multiple locations within the same account. Check the blue bar at the top of the page to ensure you are using the correct location. If not, click on the triangle to bring up a list of other locations to choose from.



  • Click on “My Account” in the green main menu near the top of the page.



  • Provide a valid E911 address if you have not already done so. You are required to set this up in order to use the SIPStation service. It is your responsibility to provide a valid U.S. or Canadian address and verify that E911 is working. You can verify this by dialing 933 as soon as you are able to make outbound calls.



  • In My Account, scroll down to find the Account Configuration section.

  • You should find your FreePBX Module Keycode. Copy this keycode to the clipboard. (Be sure the entire keycode is selected.) This keycode will later help you easily auto-configure trunks and routes in FreePBX.

  • Now, go back to FreePBX Administration. Go to Connectivity -> SIPSTATION. Paste your keycode into the Account Key field and click “Add Key.”



  • The page should reload and you should see a green Trunk Updates message stating that new trunks have been added. Next, click the “Apply Config” button at the top.

Review your SIPStation Account Services

The SIPSTATION module allows you to conveniently check several settings without the need to visit the SIPStation Store. You can set a global failover number here. You can also see the status of international calling, outbound fax, and SMS support. If you need to visit the store, you may do so from right here in the module using the SIPSTATION Store tab.

The Account Services section of the SIPSTATION module allows you to set a global failover number. Your Asterisk server would send incoming calls to this number in case it is unable to connect to SIPStation. To edit this from within the SIPSTATION module:

    • Enter the desired number into the Global Failover Number field.
    • Click the “Update Account Settings” button.

To enable/disable account services such as international calling, outbound fax, and SMS Support:

Log in to your SIPStation Store account. You can access the store directly from the SIPSTATION module in FreePBX Administration by clicking the SIPSTATION Store tab. Alternatively, you can visit https://sipstation.schmoozecom.com.

Items for this wiki:

X Configure Phones (Using EPM)

X Create Extensions

X Setup Trunking

 

Create Inbound Routes

Create Outbound Routes

Setup Ring Groups

Setup Company Directory

Setup IVR

Setup Time Groups and Conditions

Setup Users in (User Management)

Conference Room

 Page Groups

Parking

Follow Me

Setting up Backups

 

There are many other modules, and most are self-explanatory. You can find out more about each of them here:  FreePBX Modules Home.

 

 

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