FreePBX

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Initial Install

This is assuming you have a properly prepped VM, physical machine, etc and have already installed the ISO.

  • Enter info Fpbx1.PNG
    • Skip or do activation, depending if you want to register this instance
    • skip/close any advert popups
  • Enter the location of PBX Fpbx2.PNG
    • Pacific (PST) (UTC-8): America/Los_Angeles
    • Mountain (MST) (UTC-7): America/Denver
    • Central(CST) (UTC-6): America/Chicago
    • Eastern(EST) (UTC-5): America/Kentucky/Louisville
  • Next you will get the "FIREWALL Enabled" screen, will come back to this later. Click "ABORT" since our system is already behind a firewall. Fpbx3.PNG
  • Continue if you get an RMS add
  • "Not now" on SIPStation free trial
  • You should now see the main Admin screen, the initial setup is finished. To apply the above settings, click the red Apply Config button at the top right. Fpbx4.PNG

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After install updates

Update your PBX

  • Admin > Modual Admin in dropdown Fpbx5.PNG
    • Click Check Online Fpbx6.PNG
    • You will now see a few lines that will say "Online upgrade avalible" Fpbx7.PNG
    • Clicking the arrow next to them, it will dropdown, click the "Download and Upgrade to" next to Action. Fpbx8.PNG
    • That button will change color to a dark blue Fpbx9.PNG
      • Scroll down to each Module that is in red and has an update and repeat. Even if your not using the module, patch them anyway as they can be tied into the system and used as an exploit
      • Once you've done all available, click Process Fpbx10.PNG
    • You will get a confirmation page, click confirm Fpbx11.PNG
      • A Status popup will run Fpbx12.PNG
      • When it's finished, click Return on that popup
      • Click Apply Config again Fpbx13.PNG
    • Next, go to System Updates and click Check Online Fpbx14.PNG
      • The "Current System Update Status" will say "Working", and the "Refresh Page" will flash a few times, wait until you get a list below. Look for the lines in light red, and click Update System Fpbx15.PNG
      • You will get an updating popup Fpbx16.PNG(PIC ). Let this run, it might take quite awhile! It is updating the entire operating system. Eventually it will say Complete, click OK Fpbx17.PNG
  • It should now say Updates Available: No updates currently required! Fpbx18.PNG

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Automatic Updates

Depending on your IT support situation, you may want to change the Automatic Updates on your PBX. Fpbx19.PNG

  • Make sure the email address is one that is checked.
  • The red arrows are areas you may want to change, ask your IT administrator or service provider for advise.
  • Click Save to save any changes.

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Setting the System Name

  • Click Settings > Advanced Settings Fpbx20.PNG
    • Scroll down about 70% through and find the System Identity line and change it, then click Submit. Fpbx22.PNG
    • Click Apply Config up in the upper right corner to apply.
    • After Reload, click on Dashboard on top Fpbx23.PNG
  • You should see the name change in the System Overview: Fpbx24.PNG

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Change IP Address

The initial setup will usually use a DHCP address. You need to change this to a static IP. The actual address is depending on the local IP schema.

  • Admin > System Admin Fpbx25.PNG
    • Click Network Settings
    • Click Static
    • Change the "Static IP" to the right IP
    • If it's in the same subnet, the Netmask and Gateway will probably stay the same Fpbx26.PNG
    • Down at the bottom, click "Save Interface" Fpbx27.PNG
    • You will get a "warning popup", click "Save and Apply" Fpbx28.PNG
    • It will say "Saving changes to eth0..."
  • A banner will come down from the top and say "undefined". At this point, you should open up a new window and use the new IP address. You will need to log back in. If this doesn't work, go ahead and just reboot this server.

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Updating Hostname

  • In the drop-down Click System Admin Fpbx25.PNG
  • Click Hostname Fpbx29.PNG

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Setting up extensions

CHAN_PJSIP

  • From the drop-down, choose Applications > Extensions Fpbx30.PNG
    • For a newer SIP phone, click +Add Extension and +Add New PJSIP Extension Fpbx31.PNG
      • Update: Fpbx32.PNG
      • User Extension: The extension you will use
      • Display Name: This is the name that will show when calling out
      • Outbound CID: Only if you want it to be different than the default
    • Secret: You either need to copy this into the phone itself, the phones config file, or change this to whatever the phone currently has.
    • Everything else can be left alone. Click Submit to save it. Then click "Apply Config" at the top to actually save this. Fpbx13.PNG

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CHAN_SIP

  • From the drop-down, choose Applications > Extensions Fpbx30.PNG
    • For an older SIP phone, click +Add Extension and +Add New CHAN_SIP Extension
      • User Extension: The extension you will use
      • Display Name: This is the name that will show when calling out
    • Outbound CID: Only if you want it to be different than the default
    • Secret: You either need to copy this into the phone itself, the phones config file, or change this to whatever the phone currently has.
  • Everything else can be left alone. Click Submit to save it. Then click "Apply Config" at the top to actually save this. Fpbx13.PNG

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Trunks and routes

Adding in your SIP Trunk

  • Connectivity > Trunks Fpbx36.PNG
    • +Add Trunk, +Add SIP (chan_sip) Trunk Fpbx37.PNG
      • On the General Tab:
        • Trunk Name
        • Outbound Caller ID: The DID from your provider
        • Continue if Busy: Click yes.
      • Next, Click the sip Settings tab, Outgoing Fpbx38.PNG
        • Give this a friendly Trunk Name
        • Enter the rest from what your provider gave you.
        • You may need to change the Context to "from-trunk"
        • You will most likely need to add transport=UDP as it will try to default to TLS and will probably fail.
        • You can add qualify=yes to show this as monitored in your sip peers list. This will allow you to see it as OK, UNREACHABLE, etc.
      • Now click Incoming SEE BELOW NOTE Fpbx38B.PNG
        • Give a friendly USER context, put in the user details from your provider, and the Registration String from your provider
  • Click Submit at the bottom right and Apply Config at the top.

NOTE: If your Outgoing has the setting "type=friend" then you do NOT have to enter any info in the Incoming tab as freePBX will use the same info as you have in Outgoing. Return to Top

Outbound Trunk

  • Connectivity > Outbound Routes Fpbx39.PNG
    • Click "+ Add Outbound Route" Fpbx40.PNG
      • Route Settings: Fpbx41.PNG
      • Route Name: a friendly name
      • Trunk Sequence for Matched Routes: choose your SIP trunk you set up before.
      • Dial Patterns tab: Fpbx42.PNG
        • Add two patterns: 1NXXNXXXXXX and 9 (prefix) 1NXXNXXXXXX
  • Click Submit at the bottom right and Apply Config at the top.Fpbx13.PNG

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Inbound Route

  • From the top menu, click Connectivity then Inbound Routes Fpbx33.PNG
    • Click +Add Inbound Route Fpbx34.PNG
    • On the next screen, edit: Fpbx35.PNG
      • Description: A friendly description
      • DID Number: The assigned DID
      • Set Destination: Where the calls on this need to go.
  • Click Submit, and Apply Config at top. Fpbx13.PNG

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Alternate CHAN_SIP only

Some phones do not play well with the newer PJSIP protocal. For these, you will need to disable the PJSIP and just use CHAN_SIP. You will get a popup about needing to restart Asterisk, we will do that after all of this.

PJSAN to CHAN_SIP

  • Settings > Advanced Settings
    • Scroll down to "Dialplan and Operational"
    • Line "SIP Channel Driver", change in dropdown to "chan_sip"
    • Click Submit at the bottom right and Apply Config at the top.
  • Settings > Asterisk SIP Settings
    • Click the Chan SIP Settings tab
    • Scroll down to "Advanced General Settings"
    • Change Bind Port to 5060
    • Change TLS Bind Port to 5061
    • Click the Yes on "Enable TCP" button
    • In the "Other SIP Settings", add in: tcpenable=yes, tlsenable=yes, tcpbindaddr=0.0.0.0, and transport=tcp,udp,tls. You will need to click "Add field" to get the additional lines.
  • Click Submit at the bottom right and Apply Config at the top.
  • Now, you need to restart the server itself.
    • SSH into the machine as root
    • Give the "shutdown -r now" command; the machine will reboot.

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Extension updates

If you have set any extensions to use CHAN_PJSIP, you will need to convert them:

  • Applications > Extensions
    • Click the Edit icon for the PJSIP extension.
      • Click the "Advanced" tab
      • Under "-Edit Extension" click "Change to CHAN_SIP Driver"
        • Click "Yes" on the "Can Reinvite" button.
  • Click Submit at the bottom right and Apply Config at the top.
  • You may also need to restart the phone itself

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Notes for SonicWall

You may need to go uncheck the "Enforce Host Tag search for CFS" in the diag.html section and hit Accept. See https://wiki.freepbx.org/display/PPS/SonicWall+Basic+Troubleshooting for details.

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Troubleshooting

  • Command line:
    • to launch the command line at full debug: rasterisk -vvvvvr
    • Turn on CHAN_SIP debugging: sip set debug on
    • Turn on CHAN_PJSIP debugging: pjsip set logger on

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Useful links

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