Wednesday, November 7, 2012

3CX VoIP blog ? Configuring MS Exchange Server 2013 Unified ...

By Stefan Walther November 6, 2012 | 0 Comments

Exchange ServerThis article describes how to setup Microsoft Exchange 2013 server as a Unified Messaging Server and then to configure?3CX Phone System for voice mail and auto attendants. If you decide to use Exchange?s Unified Messaging with 3CX Phone System, all you need to do is use the voice mail in MS Exchange. The auto attendants in Microsoft Exchange and 3CX Digital Receptionists can run side by side.

This guide is for?3CX Phone System version 11.0 and above. Please make sure to not install?3CX Phone System on the same machine as the MS Exchange Server. Exchange integration is not available in the free version of 3CX Phone System.

Step 1: Exchange Configuration

  1. Open the ECP console (i.e. https://192.168.3.151/ecp/ where 192.168.3.151 is the IP of the exchange server).
  2. Navigate to ?unified messaging?
  3. Create a new ?UM dial plan? and configure it as follows:
    1. Name: 3CX Phone System.
    2. Extension length: Must match the extension length set in 3CX Phone System.
    3. Dial plan type: Telephone extension.
    4. VoIP security mode: Unsecured.
    5. Audio language: Default English, or any other installed language.
    6. Country/Region code: 1 for US, 49 for Germany or 44 for UK (or your country code without 00).
    7. Click save.
      New UM dial plan
  4. Open the newly created ?UM dial plan?.
    1. Edit the ?3CX Phone System Default Policy? under ?UM Mailbox Policies?.
    2. Go to ?PIN policies? and change the values to your security needs.
      Edit Default Policy
    3. Save and close the ?3CX Phone System Default Policy?.
    4. Close the ?3CX Phone System? UM Dial plan.
  5. Go to ?UM IP gateways?.
  6. Create a new ?UM IP gateway?.
    1. Name: 3CX Phone System GW.
    2. Address: Enter the IP Address of the 3CX Phone System Server. e.g. 192.168.3.152.
    3. UM dial plan: Choose the prior created UM dial plan ?3CX Phone System?.
    4. Click ?save? to save the new UM IP gateway.
      New UM IP Gateway
  7. Navigate to ?recipients?.
    1. Select a user from the mailboxes page and click Enable under ?Unified Messaging?.
      Enable UM for Exchange Users
    2. Select the ?3CX Phone System Default Policy? in ?UM mailbox policy?.
      Select 3CX Default Policy
    3. Enter the user?s Extension Number as configured in 3CX Phone System.
      Configure User Settings
    4. Click ?finish? to save the settings.
  8. Repeat step 7 for every user you would like to have a voice mailbox system.

Step 2: Configure 3CX Phone System to use the MS Exchange UM

Go to the 3CX Management Console and click on the Settings node >?Advanced > ?MS Exchange? tab. Enable ?Use Exchange Server for Voice Mail?, and enter the IP of your Exchange Server 2013 and SIP port (default: 5060). Click Apply and OK to save the changes.

After saving the configuration, all voice mail calls will be handled by Exchange. All voice mail messages will be stored in Exchange.

Enable Exchange Integration
Note: The System Extension status for the Special Menu extension (which is used for voice mail in 3CX) will be shown as disabled (in RED)!

Optional Step 3: Create an MS Exchange Auto Attendant

  1. Create a new Digital Receptionist in 3CX Phone System
    1. Take note of the virtual extension number (800 in our example).
    2. Provide a Name for the new Digital Receptionist (MS Exchange UM in our example).
    3. Check ?Redirect to MS Exchange?.
      Create Digital Receptionist
  2. Change to the ECP of the MS Exchange Server 2013.
  3. Open ?Unified Messaging?.
  4. Open the ?UM dial plan? for 3CX Phone System which was created using the previous steps (?3CX Phone System? in our example).
    1. Within the ?3CX Phone System? dial plan, add a new ?UM Auto Attendant?.
    2. Set the Name to ?3CX Auto Attendant?.
    3. Set the Access Number to the virtual extension of the Digital Receptionist created in 3CX (?800? in our example) redirecting to the MS Exchange server.
    4. Click ?save?, and you will be asked if you want to enable the new UM Auto Attendant.
      Configure AutoAttendant in Exchange

You have now?successfully?configured MS Exchange Server 2013 Unified Messaging with 3CX Phone System.

Source: http://www.3cx.com/blog/docs/exchange-server-2013-config/

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