2E0XFD

Basic FreePBX Setup Guide

1. Initial Configuration

Accessing FreePBX Admin Interface

1. Open a web browser and navigate to the FreePBX web GUI using the server’s IP address:http://<server-ip>/admin
2. Log in using the admin credentials set during installation.

Apply System Updates

1. Go to Admin > System Admin > Updates.
2. Apply any available updates.
3. Reboot the system if necessary.
4. Check for module updates under Admin > Module Admin, select all modules that require updates, and apply the changes.

2. Configuring Extensions

1. Navigate to Applications > Extensions.
2. Click Add Extension, then choose Chan SIP or PJSIP (recommended for newer versions).
3. Fill in the required fields:
   • User Extension: Unique number for the extension (e.g., 1001).
   • Display Name: User-friendly name.
   • Secret: Auto-generated password (or set your own).
   • Outbound CID: Set a caller ID number.
   • Voicemail Enabled: Enable voicemail and set a PIN if required.
   • Device Options: Assign a SIP or PJSIP driver.
4. Click Submit, then Apply Config.

3. Setting Up an Inbound Route

1. Go to Connectivity > Inbound Routes.
2. Click Add Inbound Route.
3. Set the DID Number (or leave blank for any number).
4. Under CID Lookup Source, choose whether to use caller ID lookup services.
5. Under Set Destination, choose where incoming calls should go (e.g., an extension, IVR, or ring group).
6. Click Submit, then Apply Config.

4. Setting Up an Outbound Route

1. Navigate to Connectivity > Outbound Routes.
2. Click Add Outbound Route.
3. Set the Route Name (e.g., “Outbound”) and description.
4. Under Dial Patterns, add a pattern such as X. (allows any number dialed).
5. Select the appropriate trunk under Trunk Sequence for Matched Routes.
6. Configure failover trunks in case of connection failure.
7. Click Submit, then Apply Config.

5. Configuring a Trunk (SIP Provider)

1. Go to Connectivity > Trunks.
2. Click Add Trunk and select Add SIP (Chan SIP or PJSIP) Trunk.
3. Under the General tab:
   • Trunk Name: Give it a recognizable name.
4. Under the SIP Settings tab:
   • Username, Password, and Host: Provided by your SIP provider.
   • Authentication Type: Set to match the provider’s requirements.
   • Outbound Caller ID: Set a proper caller ID.
   • Registration String: Ensure the correct format for authentication.
5. Click Submit, then Apply Config.

6. Setting Up Voicemail

1. Go to Applications > Extensions.
2. Select an extension and navigate to the Voicemail tab.
3. Enable Voicemail and set a PIN.
4. Configure email notifications for voicemail if required.
5. Click Submit, then Apply Config.

7. Setting Up IVR (Interactive Voice Response)

1. Navigate to Applications > IVR.
2. Click Add IVR.
3. Name the IVR and configure keypress destinations (e.g., 1 for Sales, 2 for Support).
4. Upload or record a greeting.
5. Configure timeout options and failover destinations.
6. Click Submit, then Apply Config.

8. Firewall and Security

1. Go to Connectivity > Firewall.
2. Enable responsive firewall and whitelist trusted IPs.
3. Configure fail2ban under Admin > System Admin > Intrusion Detection.
4. Change default ports for web GUI and SSH for added security.
5. Enable strong password policies under Admin > User Management.

9. Testing

1. Register a softphone or desk phone using the extension details.
2. Test internal calls between extensions.
3. Test inbound and outbound calls.
4. Monitor call logs under Reports > CDR Reports.
5. Check system status under Dashboard for any errors.

10. Backup Configuration

1. Navigate to Admin > Backup & Restore.
2. Set up a scheduled backup to prevent data loss.
3. Store backups in an external location for redundancy.
4. Test backup restoration periodically to ensure data integrity.

This guide provides a more detailed approach to setting up FreePBX after installation. Additional customization can be made based on specific needs, such as call recording, queues, and advanced routing.