 Hello, this is a special episode. I got Chris Sherwood from Crosstalk Solutions and everybody says hey Chris. You don't know if you've ever googled free PBX Through Google or YouTube you will find the first results. There's an entire great series of videos on free PBX done by Crosstalk Solutions So he's the expert and he's going to offer some expertise here and help Lauren systems Move off of ring sensual also says our love affair with ring central is over We're moving over to free PBX and uh, Chris is going to tell me what to do. I I know how to load it. So I got that far All right. Yeah, absolutely. And and that's the thing is free PBX is is you know, it's really really a great platform I've been working with phone systems for close to 20 years now I'm starting back in the old legacy days, you know loosens before they were avaya and nc systems And like when they were, you know, they took up a whole room basically Um, and uh, and free PBX can blow the doors off of any of those systems It can do absolutely anything that you would possibly want it to do and that's why I actually love it and it's a good open source project Yeah, that's what drew me to it So I I did look and play with a few other things out there and some of them had to like slick interfaces But it came back to being open source excellent support the community is big for this and the extensibility and plugins and uh Is wow just there's a lot to it. So and the the development team This is something that's kind of overlooked in a lot of open open source project The development team is is fairly available Right. So like if you have a question or problem or an issue, uh, they they do address those things Which is that's that's even you know, I like those any open source project You're looking at pf sense You look at free to ask because they have a business model around it You get a good development team and that's uh, that's an important aspect. This is a uh, I see san goma logo down here at the bottom Yep owned by san goma. Yep. Yeah, well my same So you have a business model behind it where they sell some stuff that you can get in everything else So I think that's a really important aspect of a good open source You get the open source you get the community input you get the community development And you have a business model that will mean someone won't go You know what I have to get a job and I have to drop this entire project Right. Well, and like I said, they're the san goma owns free pbx and they make their money off You know a number of ways mostly off of hardware So if you're buying their servers or their cards or their phones But they also make money from the commercial modules. But that being said The commercial modules add a lot of functionality to free pbx But you can still do mostly everything that you would ever want to do with a phone system Without a single commercial module purchase. So I they just kind of simplify it. It would be the way to put it Yes, they enhance the the functionality And so I've got this set up in a virtual machine. The install is absolutely painless I'm not going to bore anyone with it put the next and yes your way to happiness. That's really And you have some you have plenty of great setup tutorials on how to how to get this far Yeah, I'm actually it's funny because I did a series on 13 and never finished it And now they came out with 14. So I'm going to start a 14 series likely in may So I will be doing a new series on free pbx 14 Yeah, I think the only error I got is a Male queue error. I didn't know anything. I didn't know and maybe it's Well, we'll start with this I I have it installed on a virtual machine because that's convenient because I have a Nice virtualization server here to spin up and play with all the different things And once I got this installed, I'm going to leave it here. So We can move this if we need to right sure. So you can so so two things. So number one on the virtual machine Um, I typically when I'm setting up for my customers, I don't typically do virtual machines I like to I prefer Dedicated hardware for a phone system. That's what I want to move to eventually I this is like we're into playing with it phase, but well, we're probably going to deploy into virtual machine I'll get some hardware from you. Uh, I think that's a better idea as well That way if you're playing or rebooting or updating a virtual machine, your phones don't go down Yes, no for sure. Um The reason being though is is a couple reasons number one With the virtual machines, it's very difficult to use any analog cards if you want to so Like, uh, you know, uh, if you have a pri or if you're trying to run some pots lines through the system It's not as easy to do it with a virtual machine. You don't always have access to the pc i bus right The other thing is that there's an additional layer of Sip abstraction between a for the virtual machines networking the physical machines networking and then the actual network You're adding kind of an extra layer in there and sip does not always work well with that if The virtual machine is not set up properly. Okay, so that's what I run into a lot And that's kind of why I just say hey, let's not do virtual machines is because Like I have no doubt that you tom know how to set up a virtual machine because I've seen a ton of videos Where you're setting up virtual machines the right way That being said though, just like anything it's a learning curve, right? So a lot of people say hey, I've got the virtual machine installed and no problem. It's working But is it right? You know, is it really set up right? You know, and so that's where we run into a lot of problems Especially with voice over IP since it's a real-time communication The networking has to be perfect or else you're gonna have call quality issues Yes, that's a that's a really good distinction because you're right though If there's that little bit of uh jitter in there you notice right away with udp packets there If the call quality goes to hell and Absolutely. Yeah, I was working with a customer just yesterday. In fact, that has a sonic wall It was like a tc 300 or something like that And sonic walls are notoriously bad at handling voice over IP They slow down packets as it goes through the sonic wall Or or just like, you know removes rqp streams and does all sorts of weird stuff by default So sonic walls are very tough to work with and the guy Contacted me. He's like listen. I they're having jitter. They're having delayed audio problems That sort of stuff. I said, what's your firewall? He's like sonic wall, blah, blah, blah I'm like, oh, yeah. Well, there's your problem is the sonic wall because I hooked two phones up to his hosted server He had a hosted server in the cloud Perfect audio perfect audio for me. And of course, I'm running, you know a usg over here. So yeah It was fine, but the sonic wall stuff was no good. So he's working on that but Some firewalls are better with voice over IP than others Yeah, and pf sense being one of them. That's really good as well. You can set You can set priorities you can set It has by default the wizard in pf sense has a voice queue support It recognizes voice in our it and give it and give it prioritization And the wizard is like next in yes your way to happiness on it. So that's perfect And well speaking of firewalls. So a couple of things before we even get into the free pbx You know firewalls are a big issue. So um The two things that you want to make sure Are sort of you know adjusted on your firewall from the default settings are typically you want to disable Any sort of sip alg application layer gateway Services, okay, basically just mess with your nat mess with your sip. They're supposed to make it easier, but it doesn't And then oftentimes you will want to Increase the udp timeout value to 300 seconds or higher A lot of times the udp timeout value will be set to 60 seconds Which means that it's going to cut off an rtp stream it exactly one minute until that rtp stream re registers or does another handshake So That means that you'll be talking on the phone and in exactly one minute your conversation stops So those are two Sort of tips for the firewall as far as ports being forwarded through the firewall Don't do it Right try do the best you can to avoid opening point ports in your firewall Through to the free pbx server at all costs. There are ways around it There's vpn if you have to open up ports for a provider you need a firewall that can lock down That provider's wan ip address so only they have access into the ports that you open Yes, and that is an option you can set the source in pf sense. Yes, that is an option on there um pf sense also supports One-to-one on the outbound so you can make the outbound port match incoming I know some I don't know is this is something we you run into with any of the deployments with free pbx Where they have to match the outbound ports typically not okay good. Yeah, that was a Another unmentioned Product that was something that was actually a requirement. Uh, they they actually had a mapping for pf sense They had a work instruction. It's kind of extensive and I don't see many things that need that It's it works like the old ike ike firewalls You had to have outbound 500 in and out you couldn't go out on a higher port number And that's how they want you to configure all that it was yeah, so i'm glad pre pbx doesn't need that that just simplified things a lot Yeah, well, let's get right into it then so you've gone through the wizard and like said the wizard will set up your The responsive firewall it'll set up some of your NAT settings, but I'd like to go back and double check All that stuff manually anyways Absolutely, um, so let's start with um a couple of things well first of all notice it right below welcome to free bbx It says void server Let's personalize this for you right so it goes settings and advanced settings And then scroll all the way almost like three quarters of the way to the bottom Most of this stuff you will never have to touch but I always change this because I dealing with so many customers There it is right there void server LTS void server There you go dealing with so many customers. It's nice to uh see a name Yeah, exactly and then right two two fields above that is the time zone. You've already got it set correctly So you're good there, but I always double check that the time zone is set correct Yep, I like that they actually have detroit listed as a time zone Yeah So submit and then you'll notice when you hit submit that you're going to get that red apply config button This is like, you know queued changes you don't have to hit apply config after every change You can you can do it just every so often. Yeah, but when you're ready to actually commit them That's the essentially the commit button correct. So now let's go settings and asterisk sip settings All right asterisk sip settings Now there's a couple of things in here So this is going to be your nat and firewall stuff and of course there's your wan ip So we're going to want to block that out of the video, right? But what you can do here, this is already done for you through the wizard But you can just hit detect network settings and then right below that under local networks You want to add every single LAN ip address or LAN subnet where phones are going to be connecting from Should be just these What we put the slash 24 over here. Yeah, exactly So there you go. So that that is that will now properly manage that for you, right? So it knows that your external ip address is that and then it knows that these are your two LAN IPs where if you're going out to the internet, these should be matted properly All right, I'll go ahead and apply Now the next two tabs on this page you see chan sip settings and chan pj sip settings Okay, so they're with free pbx 14 and actually free pbx 13. There are two implementations of sip I'm actually going to change something real quick. Uh, this is actually nine now. I moved it to that ip There you go. Well, you could should be able to hit detect network settings and it should pick that up Yeah, yeah, it does cool. All right. That way it's just details Yeah, yeah, well, and it needs that it needs that to be correct So what you know, that's the external ip address that the again It all has to do with nat and how the system traverses your firewall um, so chan sip settings if you scroll down You'll see that it's operating on 50 160. Okay, so there are two There are two implementations of sip There's chan sip, which is the older sort of implementation of sip and then there's pj sip, which is the newer implementation of sip There's you'll get a lot of opinions on this Okay My personal opinion on this is that I prefer to still run chan sip as on 50 60 Okay, as the main the quote-unquote main sip in the system The reason being is that pj sip works very well with phones But it all doesn't always yet work perfectly Compatibly well with sip trunking providers. Okay, so if you have pj sip as your default phones will connect just fine But you might have trouble connecting out to a provider. Okay, so okay Because of that reason I come in here and I change This to 50 60 and I change pj sip to 50 160 The caveat there is that you can't have both of them running at 50 60. So change this to like 50, you know 260 So change this one here. Yeah, 52 60 save it Now go to the pj sip tab. I did apply or I can just you just leave don't hit apply it pj sip scroll down 51 60 on port to listen on All right, save it And then go back to chan sip and now do Uh 50 60 on chan sip Got it Now here's something that is um a little bit more advanced and I know you'll love this Let's open up putty and an ssh window into the back end of the system. Sure I'll even zoom it in for people. I created a zoom into profiles. Oh beautiful plenty of requests for this Okay, so yeah ssh in Certainly if you the default route password is sangoma all lowercase Um, certainly change that to something stronger would be the first thing that you want to do It has been changed and I have my ssh keys in so Perfect so now Um, there's so since we um change the sip settings. We need to restart asterisk So let's see if hitting apply config Um restarts asterisk. So do this first in the console Go to uh, don't hit it yet. Oh That's okay I was gonna say go to a console and do asterisk space dash r vvv So that's triple verbose and now we are sort of connected to the back end of asterisk And lots of times when i'm working on a system I just like to leave this up so you can watch it and then you'll see calls going in you'll see You know if there's any errors that are happening because of calls not routing properly or anything like that You will see those errors in this console. Oh cool So it's good to really get to know and love the asterisk console now You did a uh notice that when you change that it's the support bindings it You hit apply config, but it doesn't look like it restarted asterisk. Okay, so let's go ahead and just type exit And then we're going to use what's called the fw console command. That's uh, I don't know what the fw is It's not firewall. It's like Something console. I don't know anyways, so fw console Uh restart Does it dash restart or just restart? Now while that's while that's happening. So this is just going to restart all the services while this is happening There's a lot of stuff that you can do with fw console. So for instance Um, you know in free pbx 14 to update the system This is actually new with free pbx 14. You can just run yum update like any other centos or red hat Face machine, which is really nice However to update the modules the actual software within free pbx You can do this. Well actually that's not different now because you had a ton of modules to update, but it's it's fw console space Just type it out ma for module admin and then space upgrade all Okay, and so if you run that command, uh, yeah just one word upgrade, uh, oh Yeah, like that. All right. Uh, and so if you run that command that will just go through and update all of your Like go back to the dashboard in free pbx. So notice, um, right at the dashboard. It's gonna say you have like Oh, it didn't say it said that when we logged into ssh But you do have a ton of modules that need to be up. Well, actually that's something I was wondering about because I ran the updates and I ran them all so it's weird when ssh in it says I have them But there seem to be updates. They're done now. They were red and I checked and I hit check Online right there hit the check online button Let's see what it comes up with And it might yeah, see there's there's one online upgrade available. The anything that's red there needs to be updated. Okay So, um, you can from here like said you can from here just say upgrade all and then hit process Uh, but again, I like to do it v ssh because I personally I think that's easier and I you know, I'm a linux guy. So yeah That fw console ma upgrade all command will do it. Should we do it right now? Yeah, let's go ahead and do it. It'll take a couple minutes, but We can do it Upgrade all make sure you got a tight trait So now this is just going to go through it looks for everything that needs to be updated It downloads it it installs it it updates it and it also does the dependencies That's something that the gooey version won't do so if there's if there's a dependency You have to run the gooey version multiple times. Whereas this one you only ever run once That's actually really nice. So it just grabs everything Now, how often do you recommend doing this? So when there's updates, uh, because obviously phone systems generally are the forgotten Thing in the in the server room. Yes, they are. So I personally like to do it once a month Okay, um, so for all of my hosted customers that are using me for hosting their free pbx We go through and we do their updates once a month. Um You'll notice though in free pbx 14 you can now schedule the updates as well. So If you like to live on the edge That's something that you can do as well The problem with scheduling the updates is if there are any bugs, you know, I kind of like to Just wait a little bit, you know when new stuff comes out instead of automatically installing everything um Or to put it another way when you manually install stuff, you will see if there's a problem Versus if you something happens automatically in the middle of the night, you're going to get there the next morning There's going to be a problem and it might take you some extra time to figure out that Oh the system updated and there's a bug from that update Looks like we're done. Yep Up to date everything done. Yep. There you go. You can also run yum update right here So just do yum update space dash y And uh, there you go. You're all good Yeah, I did that I'm not the biggest redhead guy, but yeah right away when I get nice at least ran all the updates on it I'm I'm fighting my hands not to type apt to get updates I know I know it's tough going back and forth between uh devian and And centos, but so go back to the dashboard. You should see the the bind ports for sip is now correct. All right No, it's not it says. Oh, you know what that's an old error. That's what it is Just close out those two those two green lines down there Yeah, so it is correct actually That is just and you get that little warning on asterisk when it hasn't been running for more than 10 minutes. Okay So again, nothing to uh, it's always interesting to me to look at the the network usage It always climbs up like that and then sort of evens off. I don't really I never figured out why it kind of does that Yeah, but it doesn't on every 14 system. It's very odd I can run a iotop and maybe trace it out sometime So, okay, so we took care of your NAT settings. The next step is going to be your firewall So let's go ahead and do connectivity firewall Now again, this should have already been set up by the um wizard You don't need to re-run it. I'll show you how to do it manually. There's only a couple of things that you need to check So first of all click on networks And you're gonna also want to add in that that other network that you added So it's not what I think it was 182 1683. Yep So scroll down to the bottom New network down there and I see them up here Uh, but didn't you have a 192 168 dot 3 dot 0? So yeah, yeah Yeah So put that there CID our format and then set it to trusted excluded from firewall Okay, local trusted excluded from firewall like that and you can put a little note in there too Sometimes I like to put notes in like especially if I'm doing a hosted system and I'm trusting when IPs I like to put the notes in for whose when IP that is that I'm trusting Got it that way. You don't lose track of that stuff and you know a year later when you go to look at it again um, so go ahead and apply the or save Yep Now one thing that you should know about the free pbx firewall. This is really cool So I always put the free pbx firewall on even if it's in a land that's protected by another firewall Right, so you're poking holes into it for your basically your your devices here that are on the local land Uh, but it still has that extra layer of protection including intrusion detection For anyone else. Okay. Now I have locked myself out of the free pbx firewall more times than I care Okay, because it's a little it's not exactly the most intuitive firewall in the world. It's actually gotten a lot better If you ever do lock yourself out of the free pbx firewall You can reboot the free pbx twice in a row If the free pbx reboots twice within five minutes It disables the firewall for five minutes after the second reboot. Okay Okay, so then you can get back in you can do what you need to do fix the firewall and get yourself back in Okay, so it's kind of a little safety net that they've built in I seen it had a fail to ban in there too. It does. So that's what we're going to do next, right? So, uh, let's go ahead and turn on the firewall because it's actually not on at the moment. So click on interfaces And so right now we're trusting all traffic, right? We're local traffic. So put it on internet default firewall And then go ahead and update and that will turn on the firewall You should also get a notice in ssh that the firewall is being enabled It might pop up in a second We'll check Or not Okay, so let's pop over to let's see if it does anything in uh, whoops Let's definitely change it did make the firewall changes. So there's the push so Okay, so the last thing we're gonna do and i'm not sure if you're gonna have this or not Because it might be part. I'm not sure if it's part of the the non licensed system admin module But let's go to admin system admin There it is intrusion detection. So third one down there Okay, so this is standard intrusion detection again ban time retry fine time. I usually do 3600 300 So that basically means if you have three failed login attempts within five minutes ban the person for one hour Okay, all right down at the bottom in the white list. You're gonna want to put your two land subnets in cidr format Okay And this is another thing where if you're having trouble where something's not connecting and you don't know why check your white list Check your intrusion detection because it's healthy you Yeah, you'll see your own ip's on the band list and that's like hey, wait a minute. How come I can't connect? Again something i've done more times than I care to admit So, okay, so while we're in here now, this is the system admin noticed all of the nice little tools that they have down the The left right hand side there. Yep This is about half of the tools that you get when you have the commercial module installed Okay, so the commercial this is like kind of the basic stuff where you can set the host name You can set the network settings and that sort of stuff when you add the um When you add the sys admin pro module or the the sys admin module right there by the way This is where if you click on activation, this is where you see what licenses you have activated with your deployment id So your deployment id is right there 165 36608 Okay, it's hardware locked to this virtual machine if you ever want to move it to a different server You have to deactivate here before you do that or you have to do it in san gomas portal online Okay, so you have to like basically reset a hardware lock to move it to another server So this is where you can see all of the licenses that you have currently you have none If you install sys admin pro, which I recommend it actually comes installed or comes license anytime you buy a san gomas server as well It's like a 25 commercial license. Okay That will give you more options for controlling the server including a full email configuration Where you can set up gmail or smtp. So you don't have to do it in the back end Ah, right. So okay, there's a lot of extra tools that come with the sys admin pro module and it's like 25 bucks It's well worth the cost now you'd mentioned I think before in my videos There's like a bundle option is is that included in one of those bundles that I should get or so there is Yeah, if you go to free ppx.org in a new tab, uh, and then click on store commercial modules There we go So let's see call center bundle. Yes roll down though. There's a system Builder starter bundle right there. Okay, so this one 299 bucks it does come with sys admin pro It also comes with um Like said, you can see what it comes with there The thing is I find that so they reworked all their bundles about a year ago Okay, I personally have not sold nearly as many because the old bundle used to come with the endpoint manager And they sort of removed that and made it a separate product now So I very rare that someone needs all of the licenses in this bundle To the point where it would actually save them money rather than just piecemealing buying them You know one at a time. Yeah, it's just admin pros 25 bucks. Uh page pro and park pro those are Kind of only if you need them like like page pro is really good for like school systems Things like that because it adds the ability to do page Scheduled pages it adds the capability to do valet pages Which is where you record what you want to say and then it ages after you record. It's not like live And it also allows you to do multicast paging So that's worthwhile if you're doing a lot of paging But again, the paging that's built into free ppx is perfectly adequate for most people Yeah, same thing with park pro. There is a parking system in free ppx But you only get one parking lot So like if you have multiple buildings with receptionists in each building where they each want to have their own separate parking lots That's a situation where you then want to upgrade the park pro commercial logic. Okay, but again Most people go through this yeah, that's I'm saying like so so is it worth spending $299 on it for you guys? Probably not no if you needed like the majority of the modules that are in that bundle You will save money with the bundle over buying them separately But again, I find that most people don't need that many of those those modules Okay, this makes a lot of sense So probably I should just buy the sysadmin pro now Do we do that now or should just be a later thing and we'll muddle through without it? Well, let's go ahead and muddle through without it if we run into a situation where we needed it It'll be a good learning experience. All right. No problem So the other commercial module that we sort of talked about and it kind of leads us into the next topic Which is like let's start setting up our extensions, right? So The next commercial module is the endpoint manager and that's not included in any of the bundles I think it's $149 something like that What it gives you is the ability to Provision your phones or or create templates for your phones So like if you have a receptionist phones, you got three receptionists You can set up their phones and the buttons on their phones and you know that sort of stuff In a template and then apply that template to the MAC address of those phones Okay, otherwise you're setting up everything manually Now, let me tell you uh with sangoma phones. You don't have to pay for the endpoint manager They that's one of the benefits of sangoma phones is they let you use the the What's called the phone apps which are buttons that can run applications on the phone like visual voicemail Follow me, you know call flow control these sorts of things Um right on the phone Uh, that's one application that you get for free with sangoma phones The other one is the endpoint manager if you don't have Sangoma phones like you have mostly yay links. Is that correct? Yeah A couple yay links is we got the wireless ones and we have uh some sysco phones laying around So sysco phones and yay link phones can both be configured with the endpoint manager Meaning that you basically put in the information about that phone now You said that you have the yay link Five x phones the newest newest ones. Yeah, the 56 the new model that 56p. I think the same one you just did a review on Uh, oh the oh, okay. That's the record list deck handset. Okay. The deck handsets That is in the endpoint manager, but I know that some of their newest newest like the big video display phones from yay link I don't think those are in yet. Um, but it will do most of the phones out there. You if you google Uh free pbx endpoint manager supported phones. They got a list. Yeah, they got a whole list It's uh, you can see all of the ones that are supported now Here's what I say with the endpoint manager If you have more than a handful of phones, it's worth it Okay, uh more than a handful of non sangoma phones. It's worth Um, but I've had situations where for instance, we sell You know, sangoma just came out with their own deck handset But before they came out with that deck handset pretty much the only option was that yay link It was the best one on the market. So we would sell like You know 30 Sangoma phones and one yay link deck handset right and in that case And not worth the 150 bucks to do the endpoint manager set up that one phone manually or like or like we'll sell 30 sangoma phones and one Uh, you know polycom conference room phone You know what I mean something like that and then again in that case just add just set up a one phone manually But if you have a bunch of phones that you're managing Definitely get the endpoint manager because it saves you so much time from an it administrative standpoint For instance, if you have 30 phones deployed all connected to the same template And you just want to change one button on all of those phones. You can go in Change the button Save apply and update the phones meaning that the phones will pick up that update automatically and reboot if they have to Okay, whereas Otherwise you're sending someone around to go around manually to each of the phones And you'll log into their GUI and put in the button And then of course, you know from an it administrative standpoint over time. That's going to get really messy. Yeah Yeah, so you definitely it's definitely advantageous to get that if I if you're deploying You know 30 40 phones Yes, and you think about it from the perspective of remotely managing Um free pbx. It's also worth it to do it because Um, you know, you can get in even if it's a hosted free pbx You can get in there and make changes to their phones anywhere in the world Just by you know using the endpoint manager. So I I can't talk enough about it because I really love it and we use it absolutely every day For for managing our stuff. Yeah. Well, you're deploying a lot of phones. So it's makes a it makes a whole lot of sense to To get that Exactly Um, so let's talk about extensions then because that's really the next step like once I've kind of got now You have sort of the foundation your gnats properly set up your firewalls set up And notice that we have not locked ourselves out of the system. So that's good So far The next thing is to let's go ahead and pop in some extensions. Now you said you already put in your own extension. Yeah All right, so let's go to that applications extensions. All right Yep, I hear ring central calling. They're like, what are you doing? They're keeping an eye on us So notice that your extension was set up as pj sip. So the first thing that we want to do Let's go ahead and swap that over to chan sips as we made that chan sip Change now if you had um, if you had Done the chan sip port rearrange first This would have likely been a chan sip extension on 50 60 right. So let's go ahead and go over to advanced And then hit that button change to chan sip driver Blue button right there. Yeah, yeah the big button. Uh-huh. Yep. All right Okay, and apply that one and now you're now your extension is chan sip on port 50 60 and again That is something that each person should figure out for themselves if they want to try pj sip leave it on the same ports whatever This is how I personally do it and tom. I know you're a tech guy So, you know, you can play around with pj sip and kind of get into it and figure it out I just know I like to do what works That's I'm very much for that. That's uh, that's very true Yeah Okay, so easy enough here. You got your name If this extension if you want this one extension to have its own different color id you can put that there There's your sip password Down at the bottom is your users So there is a distinct difference in free pbx between the extension the device and the user Okay, so those are kind of two separate things in free pbx The user is fully permissible There's a full permission system where you can set up, you know users have access to see other users or see different contact directories or join different conference bridges things like that, right In most cases again, I deal with the smb market in most cases. We are not doing user based permissions in the pbx It's most often that we just have one big user group for everyone Got it. So this is uh, my user is going to be user 103 and then this is the password for that user like to default And I can then change it and that's for this That's correct the user control panel And it's also if you go to admin user management, you will see all of the different user settings So let's cover that next though. I don't want to jump around no problem just confirming It's hard to follow if you start bouncing around all over the place. So the next tab is voicemail All right Voicemail tab is pretty self-explanatory turn it on. Yes Now one thing you have made you have made the uh, a very common mistake You have entered in your email address twice for email address and paid your email address Or did you do it? Oh, did you do a quick setup extension? Uh, yes, I was like a wizard the quick setup extension wizard will do this where it puts your email address in twice If you do this you will get two emails Whenever someone leaves you a voice mail, that's fixed Yeah, so we don't want to do that. Um, now the next setting there email attachment I usually set that to yes That means that when you get an email that says hey, you've got a voicemail It also adds the wave file of the voicemail as an attachment on the email. That's great Yes, uh now that setting that you are hovering over right now is the only other one that I want to talk about on this page Me personally, I don't like having to check and delete voicemails in multiple places Right. So when I get voicemail to email, I want to automatically delete that voicemail out of my pbx voicemail box Okay, so I've got the wave file delivered to me in email. That's all I need Now the caveat there is if your voicemail to email isn't working for any reason and you have delete voicemail set to yes You are completely deleting any voicemail That comes through they're gone. Yeah, they're gone. You want to make sure that voicemail to email is working Very reliably before you set delete voicemail to yes That makes sense Yeah, because otherwise the system's like no, don't care So, uh, it's something that I know is not in that other menu for the system set up unless we have the system Manager, uh, where do we put a mail server and to get the mail out of here or we're going to cover that later That's going to be in your um, I I forget what mail system is in the back end. It's I think it's post fix Yes, so it's going to be manually configuring post fix in sentos Got it. Okay. So without the, uh, extra system Module, that's how you do it. Okay, correct. Yes So again, that's why you know, that's sort of the value of these commercial modules, right? It's like it's not that it's not possible to change your voicemail It's just a hell of a lot easier if you have the commercial module. Yes I I administered and still have a post fix server inside our building. So I've been using it for years, but yeah, it's uh It's it's a lot of work. Yeah Well, and they also have like templates set up for if you're using office 365 or if you're using email Right. So there's like sort of preconfigured settings for those types of mail servers. Yeah, and we're using g-suite So it's easy enough to once I have access those modules remodify it for g-suite. So yeah, I'll tell you though The email is even with the the sysadmin pro module the email is one of the trickier things to get right in In in in the system that's actually why we have an internal mail server Because I took the time to configure it right to connect to our g-suite So everything locally that we have on our network emails the mail server It trusts local network emails and does what it needs to do with them That's smart. But again, you know, you have been in this business for a long long time And you understand how to do that stuff a lot of people don't right and so especially if you're Just getting into free ppx or any any open source project that and that's honestly, it's one of the things like This is one of the things that that a lot of open source projects suffer from is The opinions of hobbyists. Yes very much. So so like people that get into like this I've been working with free pbx for probably 12 or longer 12 years or more, right? I still learn new things about it all the time. Okay, it's a extensive a vast extensive project And there's so much that you can do with it So when someone gets in and they set it up and they like oh, it's not working. It sucks That drives me crazy, right? Because it's like it's not that it's not working and it sucks It's that you you haven't passed that learning curve yet, right? So you just don't quite understand how to set it up yet Right. It's not that it sucks. It's a great project. Yeah But anyways, I digress the same thing with a lot of open source if people get into it They just they can kind of get it working and then they like they get frustrated and then they get That's fair product all the people that say things like my game didn't work. Therefore. I hate it. Yes, right exactly Uh, okay, so here's your let's click the next tab. So the next tab is your follow me All right, that's uh Oh up here. Okay. I'm looking for like the next button So find me follow me is the way to get calls uh distribute calls out to like your cell phone, right? So if you turn that to yes, uh notice, there's also calendar matching now Which is I haven't played with that yet, but if you have like a google calendar Um, or I think it's actually just uh, what's the standard the candle calendar standard? I cal I cal so if you have an I cal I should yeah, by the way, if you hover over any blue question mark It'll give you information about anything So there is calendaring built in now where like if you have all of your holidays set up in a count like an I cal calendar you can have the system route calls based on You know the calendar dates like if you're there or not like for holidays and stuff like that So kind of a neat little add-on. I haven't played with it yet. So I don't know exactly how it works But uh, again, it's one of those things. It's just there's so much to learn in this system That's just something that I haven't learned yet They even look at that they even have a calendar match inverse Yeah, that's that's pretty clever But like so if you're on the the notion here is that if you're on vacation or not You could set it to calendar match. Yes, and then any day that's marked as a vacation in your calendar It will automatically follow your follow me list like send your phone send your calls to yourself or something like that, right? So like it follow me works like this you have it enabled your initial ring time right now is set to seven That's seven seconds meaning that when someone calls you it's going to ring your extension for seven seconds Once that timer has elapsed it's then going to ring your follow me list For the ring time seconds in which case that's only one extension for 20 seconds So now if you put your another person's extension or if you put your cell phone into that follow me list A call is going to come to your desk ring your desk phone for seven seconds Then it's going to continue to ring your desk phone since you have 103 in the follow me list And it's also going to start ringing your cell phone Makes sense. That's that's actually something I use a lot. I definitely have people That's my preferred ways. I'm not at my desk a lot and well, I'm not the office all the time Sure And to take it a step further if you're utilizing the user control panel like you have up there in the second tab of your browser You can even set up the user control panel with a way status So that if you are idle for more than five ten minutes It automatically sets you to a way which then would automatically turn on your find me follow me The notion being that if you go to lunch, you don't have to touch anything After five minutes your phone your calls will start coming to your cell phone. Okay Looking at right here to call confirmation. So this the this is a very important setting So when you have calls going to your cell phone, you don't want calls to go to your cell phone's voicemail box Right, so basically when you turn on confirm calls that basically, you know, when a call comes to your cell phone from free pbx It says to you you have an incoming call press one to accept Perfect And so there has to be some level of human intervention to actually receive that call in your cell phone because if you're If if the phone system doesn't know when you know your voicemail picks up if that was you or your voicemail, right? So call goes to your cell phone. You're out of range Or your battery died and your cell phone's off and it goes straight to voicemail The phone system's just going to pass that call as if it was an answered call Okay, so turning confirm calls on means that you have to press one to accept that call on your cell phone And therefore it'll never go to your cell phone's voicemail box I like that too. That way I know where that call came from and how it got to me because lots of people have my cell phone number Uh, so And this is also a nice way to mask your cell phone number, right where you don't have to give out your cell phone You just give out your extension and if anyone says, hey, what's your cell phone number? You say, oh, just call my extension. It rings my cell also And that's exactly how I do it now. Where do I stick my cell phone number in here right in the follow me list So right below 103 And the only difference and if you hover over the question mark, you'll see what i'm talking about I hover over it. Yeah, right there. So you have to put a pound after any external dial number So you put that that is an internal number. So you don't need the pound. So just do a new line Okay, and then type your cell phone number Without a pound goes at the end. Oh, okay at the end oops Make sure I blow this out Broke it a whole lot of calls and pound. Yeah, got it. Okay, then you can save that The other nice thing remember we were talking about the free pbx phone apps Those are buttons that you could put on your phone that do different things Yeah So one of the buttons that you can have on your phone and this isn't all phones by the way So this won't work with your syscos, but it will work with your your yay links Um, you can have a follow me button So the notion then would be that if you want to enable follow me You just hit that button on your phone and the light changes color whether if Follow me is enabled or disabled So like if you're going to step out to lunch, you just hit that button It turns on your follow me and then when you get back from lunch, you can turn it back off perfect Yeah, I like that Um, so there's really nothing else in here that you might have to deal with the only other setting if you go to advanced If you go into advanced and then scroll down see where it says nat mode and it's set to no Okay, yeah So if you're dealing with a hosted a cloud hosted phone system oftentimes you have to set nat mode to automatic force both Okay In order for it to actually register to that hosted server Got it Sometimes and again, I don't ask me what the difference is like why you need to do that sometimes and why you don't I just know that that's a setting that you know, if you are having trouble registering to a hosted server You need to set that to automatic force boat. Yeah, but because our phones are all local on the network here. No big deal Well in theory So to go back up to the top And let's click on pin sets. So I won't we don't need to configure anything here but pin sets Pin set there's an application or a commercial module called pin set pro And it allows you to create different pin sets. So for instance, if you want to only give certain people the ability to dial Internationally, okay, give them a pin code and then they can you can track each pin code individually Um for who's doing whatever dialing and then if you click on other There's a few other settings like the ability to record There's your end point manager settings if you have a sangoma phones or if you have other phones You can also set that in here the mac address of the phone that this extension is associated with etc etc iSymphony is a graphical Sort of console management console for the phones where you can see calls in progress You can do like, you know, you can listen in on calls and that sort of stuff. I don't like iSymphony There's a better alternative out there called the flash operator panel. It's much more cost effective And in my opinion it works better. Okay So I usually just completely remove iSymphony from free ppx And then you've got a couple of other things so extension routing. That's another commercial module where Like let's say you had a situation where you're setting up a company that is two companies in one building like the you We run across those, you know every so often And you have some phones that you want to dial out as company a and you have other phones You want to dial out as company b by default like we're talking about the caller id that goes out with these phones style the outside world You can use extension routing for that So you can set certain extensions call as this number other extensions call is that number they go on different outbound routes Now is that different than uh in the general the outbound caller id? Is that different than that? Yes, it is. So in that case you probably wouldn't want to set outbound caller id here Outbound caller id is not used that much at the extension level It's it would really only ever be used at the extension level if Every extension has their own individual d id that you want to dial out. Got it Uh in most cases though people just want to dial out as the main company number Okay, so in that case you don't need to set anything here. You would set that on either your trunk itself or the outbound route All right simple enough. Yeah, okay, so um So this is the extension itself. There's really three parts to setting up extensions There's the extension itself Then there's the endpoint manager which associates an extension with a physical device So your physical phone Or alternatively you can certainly just log into a phone and set it up manually The things that you need to set up a phone manually are going to be the ip or fq dn of the phone system That's the sipserver so to speak. Okay, you need your a user name Which in your case is 103 is the extension number and then you need your password Which is secret right there. So that's your that's your user password The next one up is the actual password. Okay for the phone to connect Under secret there the a5 b0 blah blah blah Simple enough Um now did you want to like manually hook up one of your phones right now? Yeah, I can go grab one real quick and plug it in Uh, yeah, we might as well do it and get a phone up and running. All right. Let me go just grab it See you in one second So here's the console of your Cisco phone We're just going to set this phone up manually The first thing though I want you to do is go back to your ssh And get back into the asterisk console because I want you to watch for when the phone actually connects Sure asterisk dash rbbv Okay, so here you go. Uh, you can see, you know, if you just This is anything that's happening in asterisk will sort of pass through this console, right? What we're gonna do is we're gonna Lock this on top That should do it keep above others. All right. Cool. Now. Okay. So now in here Let's go ahead and set it up now This might take a couple tries because I haven't set up a Cisco phone manually in a heck of a long time We actually, um, believe it or not, we don't work with or sell or recommend Cisco phones in any way shape or form And I'll be honest. I'm only using it because I have it We have four of these that were we didn't pay for what we did like forever ago. I got them for like 20 bucks Well, the SPA the SPA series are a lot better But oftentimes we will get people who bought like a lot of 20 of like the 79 60s or whatever on ebay and they they're just having trouble getting to work in free ppx and yeah The the the line that I've said forever is that, you know, Cisco phones are Um, notoriously difficult to configure, but at least they're terribly expensive. Yeah Okay, so let's go ahead and just yeah scroll through some of these I think we can I think we just click on extension one. I'm trying to think of where we would put in the No, that's not it. Just go to user No, go to a phone Screen saver enable where's the actual oh, you're in uh, you're in the user go to admin log in upper right hand corner details details There we go. Okay, so now click on sip Sip. All right. Yes. So let's see. No, this is not oh extension one All right There we go. Okay, so Let's see sip port 50 60. I'm trying to look for where we actually put in Okay, so there's your subscriber information Uh proxy and registration. I don't think that's where we put in the sip server information I think that's where we just put in the proxy. So go ahead and display name 103 Uh under subscriber information No, okay Hold on about right towards the bottom there. Oh right here display me 103. There we go You can put tom or whatever you want to put there Yeah, free free pbx is going to handle this play name always Yeah, the password is from free pbx. So go swap back over to free pbx and copy that password Uh, that's the user password. So you want the one that's up higher? That's how in there. All right Now I gotta move this over a little more. Here we go. Okay, so paste that password off id is 103 User id is 103 uh over on the right Okay, let's go ahead and save those settings Notice the sip port right 50 60 if you were using PJ sip in your case you would want to change the sip port to 51 60 there Okay, and there's nothing I don't like about Cisco phones. You have to Reboot them each time every time you make a tiny little change Yeah, I remember that when we set them up before we're like everything's a reboot with these things Yeah, those in polycoms polycoms and cisco's have to reboot every time you just breathe on them The yay links and the sangoma phones which are my two preferred phone vendors Those you can do a lot of stuff without having to reboot the phone, which is really nice And I mean um probably look at like I said I have these and so we said, okay We're gonna try to remove an office stuff right now and I can't use my yay links So they're actively in use answering support calls right now But eventually we'll be moving the yay links or but I may buy For other desk phones. I may get some of the ones you recommend for sangoma These are old they work and but I want something nice with a headset and everything so yeah All right, so now the next thing we have to just have to figure out is where to put in the sip server So, uh, let's click back into the cisco stuff. Um You know what let's just put it under as the proxy and see if that works So right under proxy registration Just put the ip address of the server and then let's save that and watch that ssh console and see if that actually connects All right So proxy is use a little bit differently than the registered the registrar the sip registrar You know, there are situations where for instance if you're using a session border controller Or if you're using a sangoma vega and you're using the What's called is the emp which is where you can like recover from a satellite office internet failure Like that type of stuff, okay Where you might be registering the phones to a sip server in a different location But you're registering through a proxy server Got it Okay, and so like the proxy server can then hang on to that registration and do stuff with it Um, so that's usually what proxy is used for But we'll see if it actually works in this case to connect over to the sip server If not, we're just gonna have to find sip server setting somewhere It doesn't look like it's connecting. Um from what I can tell you should initializing network is what it's on it rebooted Oh, and there we go. Oh, there you go. It did it did register. Look at that. Okay So we can see pier 103 is now reachable. Let's do a couple of commands in here So you can see uh make that window bigger. Sure Let me uh switch back to the big zoomed profile. Okay, so do um sip show sip space show Space pierce p e e r s There you go. So 103 you can see status is okay, and it tells you the milliseconds. Uh, it's a little off the screen there But it's the uh 11 milliseconds is what it's showing Perfect. So that's that's a quick way to see if a phone is online or offline Now let me show you something else exit out of the asterisk console And do asterisk space dash r x Space and then in double quotes Sip show pierce. So uh, yeah just right there. Yeah sip show pierce And then end quote enter Okay, so there's how you get the same information Not from the asterisk console right make it cleaner looking. We'll do it. Here we go Okay, so within asterisk console you can you're just running live commands and you can just do sip show pierce If you're not in the asterisk console you can do asterisk dash rx And then whatever command you want to run in double quotes and it'll pull that information out of the out of asterisk without having to In the asterisk console The reason where that's useful is for instance, you could now set up something that's monitoring the status of a pri Okay, so you could basically pull, you know a pri show span one is a command where you could see if the pri is Up or down and then you can like ock or just rep out the information that you need from that command and then Monitor if it's up or down. Well, and I can see real quick. I'm building on my head ways I could set triggers off of this for notices and things Yeah, yeah, exactly. So it's really powerful, right? So but in most cases, um, I'm just like troubleshooting I just do asterisk dash rvvv that's triple triple verbose and I'm just watching the console as stuff happens Now let's go back into asterisk rvvv And go ahead and pick up a pick up the call and do the echo test. I think it's star four three Look at that. Yeah. So now we can see stuff happening So this echo test basically just allows you to test and the echo test is a free pbx like You may end the test by hanging up or by pressing the pound key So from here, we do a just hang up just hang up. Okay. So but the thing is basically the echo test it allows you to The echo test allows you to It's a proprietary free pbx application. So if you can get to the echo test your phone is successfully connected great It's a it's a it's a nice way to just test if it's working. Um, and you know a funny side story that uh, that voice is Alison smith. She's the quote unquote voice of you know, the pbx gal. I think is what she calls herself Okay, I went to astro con last year in orlando And I was sitting eating my dinner at the bar, you know, because the restaurant was full and I was by myself I'm not going to take a table and she was sitting right next to me having a conversation with someone and I was like I know that You're the voice of the pbx It was so funny hearing her just have a regular conversation when I've been listening to her voice in astros for like 12 years. That's funny. Yeah Anyway, so there there you go. So that that all this information that you see here This is basically a call in progress and all of the stuff that happens when you're making a call um You don't have to worry about a lot of that. I mean, there's there's you know But I like that it gives you all this debugging info. So if you have to trace something out I have everything at my fingertips here and this isn't even the debugging info. You haven't turned on debugging yet Okay, this is the general debugging this before we get to the deep layers This is just the astros console if you want real debugging like wire shark debugging. Yeah, that's a different story Um, okay, so let's we have a phone connected. Um, let's go and check out the user manager now so you have a user that's assigned with your phone so A a physical device a phone can be assigned to a an extension now a user Can have multiple extensions like you could have a soft phone on your desktop You could have a hard phone on your desk. So, you know, you could have that's why there's a difference between users and uh extensions, right? Okay A user can have multiple extensions. Okay, so just click edit on your um, we won't spend too much time in here but just click the little pencil icon there and uh, and you'll see Some of the settings that you can do let's just briefly go through the tabs So here's like what groups you're a member of because again fully permissible you can set up groups You can add people to groups the groups can be nested with priority all that sort of stuff that you would expect Almost like full like active directory stuff. Yeah, there's quite a bit in here and I can put my full name and everything So yeah, here's this is your contact information. This is going to show up in the contact directory on the phone So like again going back to those free pbx phone apps This is a really nice thing to have where everyone's information is in here Uh, there's a button you can put on the phone that says contacts You can hit it and anyone that's in the contact directory all of their information is right on the right on your phone It's also right in um, the user control panel Now another cool thing not notice at the very bottom contact image You can put a picture of yourself and then if you have a compatible phone like a yay link or a sangoma When you call people your picture will show up on their display of their phone. Oh, that's nice. Yeah So nice little uh bell and with like a lot of the stuff that we do when we're setting up phone systems for customers Are those bells and whistles right little things like that that people typically wouldn't think about but it's really nice to have I'll give you another really excellent example of a bell slash whistle Um is with the sangoma phones and this is another reason I recommend them It's just because you can do so much configuration with the sangoma phones With the sangoma phones you can set it up so that if I have tom if I have your extension As a button on my phone meaning that like I can see the status of whether you're on the phone or not That's called a blf key or a busy lamp field I can use the sangoma Endpoint manager to change that button so that if I just press that button It will speed dial you but if I hold it down for more than one second it intercoms you Oh nice see so there's a nice little bell and whistle that people don't think about that something you can only do with sangoma phones That's awesome. So let's go back into your edit your user again So just click through so click advanced Uh, so we that's fine This is just if you have different people that are in different time zones on your server You can set up individual time zones for your users Nice pbx administration gooey is allowing users the ability to log into free pbx and notice also Visible extension range. So if you have admins It admins and say you have a college campus and certain admins are only responsible for certain buildings in that campus You can lock down what they can access in free pbx to just those extensions. Nice contact manager is what um What groups are you a member of and what groups do you have visibility to see? Like so just like you set up that contact manager You can set up like external contacts you can set up like a one I use contact manager a lot for doctor's offices where they have all like the pharmacies in the area We'll create like a pharmacy group and then we allow everyone to see that pharmacy group So they can speed dial the pharmacies. Okay stuff like that. Um, I symphony. Don't worry about facts I never run faxes through free pbx So just straight up. Yeah, I'm not I don't think there's a need for that We're seeing less and less faxes. I'm just happy about that. Right. Um, rest api You don't ever have to worry about phone apps is this is these are all the different Buttons that can be on the phone conferences cues voicemail button. And so this is like what Phone apps do these users have access to you can range them and drag them to inactive if we don't want to use it Okay, that's right Uh vpn. This is whether or not your user has the ability to vpn into the phone system Okay, so this is a really really nice feature of free pbx if you have a phone at home Tom like you want to have an extension at your house If you have a sangoma or a yalink phone it can inherently Download a an open vpn configuration file onto the phone and the phone itself initiates a vpn connection out to the free pbx server Oh, very nice. It's just open open vpn can be a server can be set up on The free pbx by the way open vpn server is another reason why you would want the sys admin pro app A commercial module, right? Okay, so you want to set up vpn? That helps you configure the vpn in the server and then that phone just comes up all you have to do is port forward You're gonna put me on the spot on the vpn port 1194 1193 1193. Oh, I was one off So 1193 through to the free pbx and uh, and then those phones can connect in it's a really nice way of doing it I might be wrong one of us. We'll have to do this We one of us also use other one to drink or something later because well, I I I think I feel I'm right, but how would we ever know? How do we ever know it's not like we have google or anything You just open up bain you go to google.com you search for google then you go to anyway so um, yeah, so Yeah, vpn the only caveat with vpn is it doesn't work when you have more than one phone behind an external wan ip address Okay, okay, so if you have more than one phone You're gonna have to set up like a point to point like a hardware vpn over You know to the server like if you have a satellite office with like five phones or something You're gonna want to set up an actual vpn and that's actually something I have that's what the other network So the dot three is our office network in the 70s our vpn network. So yeah User control panel is whether or not this user has the ability to access the user control panel And then what are they actually seeing in the user control panel? We could do a full two hours just on the user control panel There's so much to it and the new one allows you to create dashboards Individually per user and like you could set up your own dashboard for what you can see what you want to see Etc And then chat is just whether or not the xmpp chat and the system is enabled or disabled. Okay On a per user or per group basis So again, you can see there's a lot you can do with the user manager and this is all it just comes down to permissions Like what you your what permissions do your users have in the system? Very cool But it's also one of those things you can kind of get lost in like a granular I like that kind of the defaults are just inherit them the overall permission So you can just set it and everyone by default is this grant here at the permissions And and just so for your information much like anytime when you're setting up Users and group permissions. I very very rarely edit individual users I always default to editing groups and then you add users into those buckets Makes a lot of sense. Yes. It's just it's just like anytime you're doing that with a radio server or active directory or anything That's always the better way to do it. Yeah, I was a active directory, especially I I wish there was I don't know why but we've always you've Undoubtedly run into lots of other IT people have some idea to set everyone's individual permissions As opposed to building group permissions. Just make your life easy. It's a management thing So we've got a and we don't have uh, I don't have too much more time here. Unfortunately I've got about a half hour left. So we've got um, we've got the a phone connected We've got your base configuration in really the next thing we want to do is set up your inbound routes Like how do you want calls to ring inbound? um We could just do a very simple inbound route setup. Um, and I'll tell you One of the most simple things that we do is calls come in We're gonna put it on a business hours time schedule, right? And then we want to just send it to a receptionist the receptionist has You know 30 seconds to answer a call if the receptionist doesn't answer it defaults to an IVR That has a number of options press one for this press two for that Or like the way I have my phone system set up you call in it goes straight to the IVR because I don't have a reception Straight to the IVR is actually how we do it. Okay. So Let's do that first. Um, first thing you're gonna want to do is record some system recordings now The way that I program and design IVRs is I do it in physio first, right? So I I bring up physio or some flow chart whatever program I designed the entire thing out on paper Quote you know quote unquote paper. Yeah, and then the reason you do that is because you have to Design forward like so design from a call comes in. What are we doing with it? And then program in reverse Right, okay, because if the ultimate destination of a call is to go to someone's voicemail box That voicemail box has to exist before you do the previous steps and the voicemail box, right? Right So if you want we can draw something out real quickly on paper or we can just kind of wing it Just so you know, the only ones we have we have our extensions obviously dial extension Then we have a group for the Techs and a group for sales. That's that's it. Oh and an after hours Option so that's that's actually it's all the options we use Yeah, so and then you have it's uh, so what are your business hours? 10 a.m. Till 7 p.m. Monday through Friday 10 a.m. Slacker dude. I know but hey, we're here till 7 Well, and that's why we have the after hours one That's also a group which in the short term just pointed at my extension. But yeah, it's essentially It hunts down me and one of the other technicians All right IV are open And then we'll have an IV are closed So it's a tech tech support group and a sales group. Those are the two groups press one for tech support. Yep Support Is one and two is sales. Yep. That's Marvin, right? Yep Press two to send your problems to Marvin Yep, it rings me and Marvin's extension simultaneously and it's first to answer Which I see it's coming as sales and as long as I know Marvin's not busy. I'm not answering it Now do you want the sales and support to be cues? Uh, yeah, well, that's that's why how does how does that work if we're being so okay? So there's there's two ways to distribute calls to multiple people. You've got ring groups and then you've got cues so ring groups are Basically a simple version of a cue, right? You basically put a whole bunch of people into the bucket And when a call comes in it just rings all those people for x number of seconds And then if no one picks up it fails over to a failover destination That's the simple explanation of a ring group. That's how ours are set up now A cue it gives you a little bit more Functionality so a cue is more of like a call center thing where You have the ability to have either static agents that are always in the queue Or you can have dynamic agents where they have to log in and log out So for instance when someone shows up in the morning, they have to press log in on their phone To in order to take cue calls from that cue It gives you more algorithms for how are you getting calls to the different agents? Right, are you going to ring everyone when you have more than 10 people? Not a good idea Or are you you know sending calls to the least recently answered person? Are you just doing a round robin that type of stuff? So it gives you call distribution options It gives you timing options Send to a failover destination if people have been waiting in the queue for longer than x number of minutes It gives you capacity options send people to a failover destination If more than x number of people have been holding in the queue or are holding in the queue already Right, so you just have a vast a lot more options with a cue For what you can do. Yeah, and it's written right now. I mean Most of the time we only have one or two people and answering phones and it rarely ever goes to voicemail That's that's enough for us. We just don't have that high of a call volume because most people message us Yeah, so sure. So the simpler one should be perfectly fine for okay So we'll create two ring groups support and sales. Yep And then we'll get to those in a second and then what happens if either support or sales doesn't pick up the call Like if they let it go voicemail box for sales and a voicemail box for support Okay, so we need two general voicemail boxes Yep And the third option is the after hours which would go to me and steve's cell phone So now uh, do you have one IVR and you say something like if this is after hours and you want to reach us Press blah blah blah. Yep. So you could do it. So what we're going to do is set up time conditions though So you could have a different message that says thank you for calling our office is now closed Okay, press one to leave a message for support press two to leave a message for sales or press three to Call the on-call after out of work. Okay, that perfect Okay, so I'm drawing this out on a piece of paper by the way so that uh So that I don't forget it. Yeah, no problem And then what does after hours do? Uh ring cell phones because it means we're not here. So go back to free pbx.org Well, I take that back you can because of the follow me feature You could have a ring my extension that way if I am here because I'm usually here We just aren't officially open. So I guess I ring my Extension and then it'll follow me because I always have follow me turned on Yeah, so go over to free pbx.org one more time. Sure I do I want to buy free bpx.org and see how many hits I get All right, go to store and commercial modules and do a search for VM notify or just search notify Right there. That's under the system model. Keep going finding next one You want to find the there it is. Okay, so click on that one read this one You can configure voicemail notifications to monitor a mailbox for new messages when a new message is left in the mailbox It will call the recipients listed below And until one of them accepts responsibility for the message So so this application is 75 bucks and I think it's well worth it for like what you do. So what you can do is basically say After hours press three to leave a message in our emergency escalation mailbox, blah, blah, blah, whatever They leave a message and then you can see there It's 4101 4102 and then external cell phone or external numbers and then they have a comma one comma two after them That's escalating priority Okay, so basically like let's call these people first if they don't answer within a two minutes We're then going to start ringing the second priority people Okay Until you get someone who actually listens to the voicemail box and then once the message has been Heard by someone it stops notified Makes sense Yeah, so really great Again, this is an example of something that would be pretty difficult to do in the system Without this commercial module. So this is where they make their money These types of little add-ons and for 75 bucks something like this for like a business like yours. Oh, yeah worth it. Absolutely Yeah, so again, just something to think about um in the meantime though while we're setting up for our purposes We'll just shoot it to a voicemail box or something. Yeah, that's fine Okay, so let's do some system recordings first So go to admin And then system recordings down at the bottom now There's a couple of ways that you can either uh So what I like to do is I use my good mic here and I record using audacity into the computer And then I upload the recordings to free pvx. Yep, you don't have to do that though You can just record into the free pvx into a phone. So if you go to add recording type a name at the top so we'll call ivr closed for instance And then enter and receive it says record over extension down below Yep Uh enter 103 and then when you hit call it's going to ring 103 and when you pick it up It'll beep and you just start talking. All right. Thank you for calling Lawrence technology Our office is now closed press one for support two for sales three for after hours Thank you for calling Lawrence technologies. We are now closed pressed for for after-hour support Hang up I pressed a pound is that Uh, I don't know if pound works or not. You hung up on me Yeah, no that was worked in so now just type a name for the file that you just recorded So call it like ivr closed again. I think it has to be one word though. So you use underscores or something Right here's where you record that. Huh? Yep. All right. That's about closed. Right. There we go. Okay, and just hit save Up no files have been added from this recording. All right, so it didn't like that. So hit cancel Actually, hold on there. Oh, there it goes. Yeah. No, okay. So if you hit play if you hit that little play button You should hear it Thank you for calling Lawrence technologies. We are now closed pressed for for after-hour support Okay, so let's say you didn't like that one. You wanted to rerecord it, right? So see the green text Yeah, you can click any file above because you can nest recordings. You can put multiple recordings in a row Okay, so just click any file above to replace it with a recording option below. So click on ivr closed again all right Right next to the play button. Yeah, there you go. Okay. No right there Not the play button, but the the actual words. Yeah, right here Just click in that bar somewhere like right now right where it says ivr closed right? Okay. Yeah, click right there All right, and you drag it. No, no just leave just click it. Why is it not going into uh It's like your icon's changing to a weird thing. I can move them It's giving me the drag option. It doesn't When I click it doesn't do anything. So, okay. Well, I'll tell you what's supposed to happen Uh normally when you click that It turns green which means that if you now rerecord or drag a new recording in down below it'll replace that one Oh, okay Versus I see that way. I could just rerecord it Yeah, and so then you rerecord it here and wherever that recording is used throughout the ivr Okay, it will automatically update with the new recording because sometimes you're going to use a recording in multiple places Right And then you don't have to go through and like record a new one and then go find where it was used and then replace it You just replace the actual recording on this system recording Got it. Okay, it makes sense. Good enough for now. We'll just always go back in and redo it So let's add another one for ivr open All right. So same thing Uh, no, no, you got to do a new one though. So you pull the tab out on the right hand side This one. Uh-huh. All right and just say add recording This is handy And now we'll call this one ivr closed or ivr open All right, and this is the press one for sales press Two for support or whatever you want. One for support two for sales. Yeah, this is why we write it down, right? That's why I write it down My system, it seems like I would know this, but I'll call it real quick and I'll just record it Oh, I'll do these better later. Yeah, exactly. These are temporary. Yeah Thank you for calling Lawrence Systems. We are That doesn't matter. Press one for support and press two for sales. Thanks I think you should leave that one. I should All right now put a name By the way, this is all going I have it on my other screen, but for people know each of these Calls it's logging through and showing all this the hangups the pickups the calls. So pretty cool Yeah, and just like anything you get used to like kind of what it's doing Like you can see when it's calling out you can see when it's writing to a voicemail File, you know, there's all sorts of things that you'll start to recognize as you watch that more and more Um, okay. So you've got your two recordings. Let's go ahead and create two general mailboxes one for sales one for support All right. So in that case, we're going to go back to applications. That's fine. Just hit Save it and hit okay. All right Oh, you know, we didn't do that on your first one. We're gonna have to rerecord IVR closed Okay, let's just do it real quick and get it done. Yeah I'm way faster at it now. Look at this We're closed press four All right, so name it and save it. Yep I notice it doesn't like uppercase. It automatically seems to Lowercase it which is fine. I don't know why it is. All right. So that now that transcodes it into the right format And now what I would recommend of course is when you're actually doing the real recordings use a good microphone Record it into full wave format and then, you know upload it and it'll convert it And that's how I recorded our current system with that. Yeah. I like that. You can do that here. That makes it nice Yeah, um, okay. So now let's go to uh applications extensions And again, we're programming in reverse here, right? So we now have our recordings done that we can use We're gonna create a couple mailboxes that we can use. So just go to add extension and do virtual extension Whatever extension you want it to be I usually put you know virtual, you know Mailboxes is a different kind of number whatever but whatever if you already have the extension plan Just use the same extension. Yeah, um, we've won it. Well, so we're one is uh For sales or is this part this is no, this isn't the this isn't the IVR option This is an actual extension number for this mailbox. Okay, so It could be whatever you want. Yeah, 200 is perfect. Okay And they call it, you know sales support voice mail or whatever you want to call it Uh, we'll do support first because that's the first one. Yeah support box. So it's probably started We'll call it 201 201 is perfect now. You don't need a user for the general mailbox. Okay. Just submit No, go ahead and change see where it says create new user down in there link to a default user change that to none None. All right, and then go over to voicemail tab Say yes Give it a voicemail password And then if you have like a group like support at laurancetech.com or something that you want to send these to you You can put that in here Perfect and then say yes for email attachment For sure that's and then and then save that and let's do the same thing for sales Uh, no last pass Uh, virtual extension Sales voicemail. Yes. Oh wait, make sure User now the user you don't need a user for that guy. Yep user no And this one can go to sales that you need a password in there too. All right an email attachment. Yes Uh Yep, yes perfect Okay, so now we've got your two voicemail boxes. Um And again, you know, I you can go through and clean all this up, but we're just doing a quick and dirty here. Yep. Yep Um, all right, so now the next thing we need to do is uh, you have your ring groups that are gonna Default or have a failover destination to be those mailboxes. So let's set up your two ring groups. So go to applications ring groups Uh, now again, whatever you want to call it ring group number Uh, this is the actual extension number Oh, okay, so So like uh, just like you made 201 and 202. Maybe these can be 301 and 302. So all right Makes sense Um group description support ring group or just support ring group. Whatever you want to call it All right, now here's your extension list. So who's in the ring group right now? You've only got one, right? Yeah So we'll put me in all of them and I'll fix them later If you drop down the quick select on the right hand side there You can actually go through and pick extensions and one of the nice things is that the extension will Yeah, you don't want the mailbox in it. Yeah, the extensions will Be removed from the quick select box after you add them to the group, which is kind of a nice feature Oh, that we can figure out. Yeah, you don't don't add them when right? Exactly So then you can do the ring time right now. It's set to 20 seconds rule of thumb is each ring is Five seconds. So you figure 20 second ring time means four rings. Okay, as you can hear my phone ringing off I'll put it on do not disturb Uh, then let's see. I'll you really don't need to touch anything else in here A nice setting is like alert info if you have Sangoma phones, for instance, you can choose different ring tones for this ring group So like you would know if a call is coming in for sales or support based on the sound of the ring Do the yay link support that they do but you have to create your own alert infos Okay, it's like it's a little bit of a different process, but yes, they do Short short answer is yes. And then destination at the very bottom is going to be voicemail box So this is destination if no answer scroll down voicemail And then you've got so each voicemail box has Four different options here. You've got a busy message and unavailable message No message which is beeps or instructions only so it's not going to stay like, you know In this case probably do unavailable and then you're going to go into the voicemail box for support and record the unavailable greeting Hey, thanks for calling laurence tech. Uh, we are unable to get your call at the moment So please even message blah blah blah, right? Or whatever you want to say, yeah So now after 20 seconds if the support people don't pick up it's going to go to that support voicemail box now Interesting thing about the support voicemail box It's not a tied to an extension, right? So again, if you're using Sangoma phones, yelling phones anything that works with the busy lamp field You can add that as a button on the phone so that anyone who needs to check the support voicemail box It'll turn red If there's a message left into it Makes sense or you can just set up email Either way emails how we like to send an email. Yeah Okay, so save that one. Let's go ahead and create another ring group extension 302. Uh, did you save that one? Yeah, it sits in it All right, so then 302 this will be for sales ring group Sailors sailors we'll go with that Perfect, uh, everything's default destination is voicemail sales Sales and available There we go. All right Okay, so now we've got you're basically your option one and option two from your IVR. So let's go to applications IVR Okay add And we're going to call this uh open or IVR open whatever you want to call it Okay Description will be whatever. Okay. So announcement. Let's pick our system recording that we recorded Okay, uh enable direct dial is whether or not when someone's listening to that can they dial your extension directly And uh, just so you know, you can actually choose a drop down enable direct dial again Okay, so it's not showing up, but if you actually create directories Um, like if you go to admin, I think it's admin directories. Okay They can do the dial by name directory then well not not that It allows you to put in only the extensions you want someone to be able to dial. Oh, okay from the outside world so for instance Maybe you have a paging extension that pages everyone in the building and you don't want someone to dial that from the outside world Explored that one from the directory, right? So the way you have it here, someone can dial in and hit you basically and yeah Okay, okay, so time out. Let's drop the time out. So this all of this stuff Here's the thing this this IVR stuff is a little bit confusing because there's so many options here But basically what this is saying is What happens when someone Doesn't press a key or presses the wrong key Okay, so let's say someone's dialing in with a rotary phone What's the timeout value? So timeout. Let's actually bring it down to like two seconds. Maybe maybe three four seconds Okay, so basically the notion here is they heard your recording And then we wait for the timeout seconds before we do something else if they didn't press a button. Okay So in a timeout retries down at the bottom and this drives me crazy because it's a little bit out of order Go down to timeout retries. This is how many times are we going to keep repeating the recording Before they get the hint, right? So you just set that to one Just retry it one time out if they screw it up. We're going to send it a voicemail Timeout destination down towards the bottom is going to be where do you want them to go if they've timed out? probably The ring group for support or sales We actually or one of the mailboxes. Yeah, we actually kill them off because we used to have it doing that All those scammers. This is how we got rid of them all was by Uh, we'll actually tell it to repeat twice that I'm fine to drop the call after that So then go to a timeout destination choose. Uh, drop it down. Yep, uh, which is A second from the bottom there second. Oh, there we go. Um, do what is it? It's Uh Try it, you know, it's not a miscellaneous destination. What is it terminate call? There it is terminate call Yep, there we go. Hang up. Yep. There you go Another thing you do is set up Lenny. Lenny is a great spot for those people Uh, and Lenny will take care of them. Oh, yes And then you can record it and play it back later and have hours of entertainment That's that you might might do that sometime We get a ton of those spammers they on the spam is called lot So same with the invalid destination about halfway up the page you want to choose So this is invalid destination is the same thing But how many times are we trying invalid retries set to like one or two? That's if your options in the IVR are press one for sales or press two for support And invalid digits when they press three Got it, right? So same thing terminate if they keep hitting the the bad digit over and over What do you want to do with it? Terminate call hang up is fine. Got it Um, okay, so and you're more generous than I am because invalid retries I'm I'm like one you get one chance to screw it up if you don't Hey, we do retail people still so So there you go down at the bottom. Let's add our ring groups. So press one is going to go to ring group support. Yeah, so ring group Through here we go. Perfect. Add another entry down at the bottom Oh, yeah, and the big thing that says add another entry It's a ring group Sales and then the other thing you want to account for here Is a lot of people when they hear an IVR, especially if you don't have a receptionist answering first They start hearing a recording and they just start hitting zero Yeah, so you usually want to have an option for zero if they press zero. Where do you want it to go? They clearly need support I would say sales. Honestly. I try to sell them something. Yeah, fair enough Let Marvin deal with it. It'll go to Marvin. I'll just put more actually in the options here is a direct like Yes, you do extensions Extensions any In the system you can have in the option later It's just if they just mash into zero button they get Marvin, right? So now we've got your open IVR all set. So go ahead and hit save And there's extra options in there also like on mine I highly customize it just because I'm a pbx guy and like I have it so like if you press an invalid digit I created a special recording. That's me saying like, oh, you hit the wrong button, you know try again We um, I think we're gonna do that. See this is the this is like so far beyond what you can even think about doing a re-essential So, yeah, I'm I'm doing it the basics like how we functionally have things not how we want to have them later And it's it's this project like anything else The last 10% like the details take 90% of this time. Yeah, you know, I mean I'm predicting some jokes and Easter eggs that are going to be in our phone system for people to find We're going to make a game of this. Oh, yeah. Oh, if you dial mine I have an option on the IVR to talk to Lenny So you can just call in and talk straight to Lenny if you feel like it. So see this is great So IVR closed select your uh, yeah description select your announcement Yeah Do you want to still be able to dial extensions after hours? Uh, no because we want them to just leave an after hours voicemail You do got to think about the wife factor though if your wife's calling you, but she'd probably just be calling your cell phone I imagine she'd mess with me on facebook Okay All right, so timeout I would drop that to like, you know, three or four seconds. Whatever you want Yeah, four Retries same thing. So then you just want to set up basically your invalid destination set to terminate call hang up Your timeout destination set to terminate call hang up Yeah Was it hang up or is it call hang up terminate call is the one you're looking for Oh, where did I miss that? No, you got it. You got it. You were in the right spot. Oh terminate. Yeah I'm looking forward to hang up. There you go terminate then hang up Yeah, and there's other options in there too by the way Yeah, I'll play around with all those you terminate call and then just drop down the the hang up box So you play congestion you give it a busy tone Uh play ring tones to caller until they hang up I'll call her and hold forever Yeah All right, and so here we're going to do option one Which is Uh, yeah voicemail support Yep, and then Unavailable you could have a different message too You can use the busy message here if you want it so that you could have a different outgoing greeting on your support mailbox For day versus night something like that But you've already told people that you're closed anyways, you know what I mean so Makes sense though All right, and then you'll want to have four and like I said if you purchase that vm notify commercial app You'll have an extra destination in there called vm notify and then whichever one, you know, whichever mailbox you set up with for vm notify Makes sense. Um, okay, so there we have that let's go ahead and do time conditions and then uh, then we're basically uh Then we just have to inbound and outbound routing and we're we're golden. We're done. Awesome Where is time conditions at center admin? So time conditions is also under applications But you actually want to first go to time groups. So there's time conditions and there's time groups Time conditions is the traffic cop go this way or go that way right based on the time of day the time groups So first we can't create a time group description can be business hours Uh, when I'm setting up the system, I typically do two nested time groups. The first one is Holidays so I set up my holidays Uh, and then if if the holidays are if it is a holiday we go to closed if it's not a holiday go to the business hours time conditions Okay, so this one should be holidays first If you want holidays, I didn't set that up. Let's just do regular business hours. You can do holidays on your own later All right, that's fine. Little little strap from time. So no problem 10 a.m Uh, time to finish it's in 24 hour format. Keep that in mind. So you're gonna want to do nine 1900 yep You actually don't need to put in the zero zero. It'll uh, it'll okay. I just fills it in Yeah, and then you want to do weekday monday through friday or whatever Uh, if you wanted to add more you could do so like for instance, I have a client I just set up where they're open from nine till 12 30 Then everyone's gone for lunch from 12 30 or 130 and then 130 to you know fire or whatever So I had to split it up. I had to add two different ones in there Yeah, no, we're pretty simple Okay, now you can click list time conditions right there or you can go to applications time conditions add time condition We'll call this business hours And time group is the group you just created. All right A little bit further down third from the bottom. Yep, there's a group. There you go business hour So based on business hours if we match our business hours, we're going to go to ivr open Else ivr closed Simple enough And it gets a little bit confusing when you're nesting time conditions because if it was the holiday one You would say if matches go to ivr closed else go to time conditions business hours. Got it So that way you can set the I I see how your I see how it works. Yeah, you're nesting them. Yeah Okay, okay So now we have that done now. Let's go to connectivity inbound routes And one thing that we're not even touching on in this video again, there's this is such a huge topic for you pbx That's why it's like a 20 part series on my channel. Yeah, one thing that we're not even touching on is adding a sift trunk provider Yeah, I need to do that still Yeah, I'm signed up add inbound route And now description just say Default right just this is your default route now the next two fields there Are how you would actually direct calls to different inbound routes So you can direct calls based on the phone number dialed That's the d id number or the caller id of the caller But since we're creating a default route, we're going to leave both of those blank So this is sort of the catch-all if anyone, you know any number that calls with any caller id We're going to send to Time conditions business hours Uh Now I get it. I got ahead of myself there. So time condition Right business hours. Yeah now I'll throw now if it was if you had holidays then business hours You would send to time conditions holidays first Yeah, and to throw another wrench into the works Something that I will often set up ahead of even the holiday time condition is something called call flow control Call flow control is basically just a go this way or go that way and you activate it or deactivate it So it's for people that don't want Time conditions if they want to be able like first person in the morning hits a button on the phone to open the phone system Last person to believe hits a button to close the phone system Okay, so you can use a call flow control for that I most often use it if I'm setting up like a school Where they need to have a way to press a button to close the phone system for like weather I'm even thinking uh just because of the way we work That we may instead of just using our business hours You may log in and log out of the phone system in general doing that kind of like to open and close the business Because sometimes we're here early And we want the phones to bring early because we're expecting to call and people they think nine We say 10 they think 958 and they leave a voicemail and we have to call them back So my standard caveat with that Is that when you set the phone system up that way you are now relying on humans to open and close the phone system Can you have it? Yeah, inevitably you will screw it up. Yep You will either forget to open it in the morning or you will forget to close it in the evening And that will cause problems. So in most cases I very strongly urge people to set hours. Oh set hours. Yes Make sense. Yeah, all right And if you if you need it open earlier just change your hours half hour earlier You know what I mean? Like if you have people that are calling in at 9 30, but you're officially open at 10 Whatever, you know that you might it happens Uh, but again, there's so much customer customization you can do in this system. Um, basically You can do whatever you want, right for any client system or any client system that you're going to be installing this for You'll be able to do whatever they want to do and it's going to be on a case by case basis Yeah, and it's I I love the idea of the caller ID routing if um, so that's a feature built into this So if it has if they're calling from a certain phone number we can actually have it route differently I like that. Yep. If they call one of your dids like so for instance I have a special inbound route for my conference bridge if I'm going to be doing a conference call with customers I have them dial a different did. It goes straight into a conference bridge. Um Or like, you know, it's the it's the wife clause if you want your wife's cell phone's caller ID number in there To bring directly to your extension. Uh, you can set that up I I can see fun as we'll be had with this Yes, absolutely. So let's do this pick up your sysco phone and you can simulate an inbound call Even though you don't have a sift trunk by dialing seven seven seven seven That's not doing anything Go back to the asterisk console No, it is doing something. It's playing. I've heard it works. Oh, it went to work closed press four So he did So he didn't we did something wrong So, okay, so that's probably the um the time zone. So exit right just in the ssh console type exit And then type date Yep, what do we see so time zone is not correct, right? So, um, how do we fix the time zone? Uh, I think it's an admin sys admin if i'm not mistaken Let's see admin. I thought we had it right because we had it set to the chart So there's time zone in free pbx and then there's time zone in the linux and sometimes linux doesn't get set Um, yep, I bet that's where the problem is. I think yeah, there it is. Yep So then we go back and set our America that's we have it right is there's just got detroit. Yeah, I think there's a detroit. Yeah, you detroit. All right. Yeah Uh, so save that you should see server time update right there That's right. So I got rid of the system. I don't think so. Um, just go back to the ssh console and do date again Cool. There you go. Okay. So now um hit seven seven seven seven throw it on speakerphone Yep, actually. Oh go to astros dash rbbv first those people. Yeah, so I was actually gonna do so you do this way It it took a second before so uh, because there's a dial timeout. Um, you can hit usually hit send and that'll just push it through Well, maybe they're all about rebooting It's times right it probably just needs to update in the system or something. Yeah, but it worked So there's how you can simulate an incoming call now the last thing Let's go ahead and set up your outbound route so that you can dial out now You don't have a trunk, right? So we have to we haven't set up a trunk, but we can still set up some outbound routes Uh, that's the outbound call limiting. That's a commercial module. Uh, you just want regular outbound routes. There you go Okay, so let's go ahead and add the first one. Let's add let's call this emergency route. Okay, so we're just gonna say emergency And then click the box that says emergency and the route type And what that does is it allows it so you can set an emergency caller id phone number on a per extension basis And if someone dials a pattern like 911 that matches this emergency route It will use their phones emergency caller id. Okay, so imagine a situation where you have someone who works from home But they're calling out normally with your company telephone number If they dial 911 it the authorities would end up at your company, right? So if they dial 911 we want to use the emergency route to use their emergency DID which would be their home phone number or like wherever their address is, right? So it sort of just sets it up that way Um, and again, especially if you're dealing with clients I cannot over stress the importance of properly setting up e 911 for every single extension in the system Yes, I noticed that when you buy the d id lines, there's an option You set it up in there as well like when you're who you're purchasing them from right the six Okay, yeah, a lot of that's handled at the so the e 911 address is handled at the provider level Like your sift trunk provider, but it's based off of the d id that you're outpulsing, right? So what what are you where are you coming from? Okay, so let's go to dial patterns Dial patterns tab Uh, and then there's some wizards. So just click the wizard dial pattern wizard Right big blue button right in the center. Oh, okay And uh, just uncheck everything except emergency and then hit generate routes Uh, yeah, I'll uncheck those. Okay. There you go and hit generate And there's all your emergency routes. So it does nine if you dial 9 11 1 9 1 1 9 9 1 1 or 9 1 9 1 1 it will go out this route 9 3 3 That's a test. So a lot of um providers will have 9 3 3 so that you can test your E 9 1 1 address which without actually having to call 9 1 1. Oh, okay. That's cool. Uh, let's add another outbound round We'll call this one default And notice there's a lot of options here too. Like you can do time zones. You can do Time groups so like you can only use this route during certain times of day things like that So there's a lot of options in here again way more options than most people ever would use. Yeah Now let's click on dial patterns and So let's use dial pattern wizard uncheck emergency Also check 11 digit patterns and check long distance And generate routes Okay, so now seven digit dialing. Okay. So this is the way that it works So the top one there is seven digit dialing n means any number one through nine x means any number zero through nine Okay, so n x x x x x is a standard seven digit dial In most cases you're going to want to prepend So over there in the prepend field type one and then your local area code So But you want to do it at the top one. Okay So one and then local area code so three one three, right? Yeah, so now when someone dials seven digits It's gonna add one three one three to it now Let's say you had someone who likes to dial nine sometimes you have customers companies that have a legacy system They're used to dialing nine in that case you would put it in the prefix Okay, so the prepend is anything that we're going to add to the dial string Okay, prefix is anything that we're going to remove from the dial. Got it Okay, so when you dial nine plus ten digits in that case, it's going to only send the ten digits You're gonna strip off the nine Okay And you could do some fancy things with this too like for instance if someone dials a nine seven six number One nine seven six n x x x x x Prefix the entire dial string and prepend like Lenny's extension. Okay, right? So stuff like that you can you can get pretty fancy with dial. I like it Let's get rid of the nine though in front of the ten digit dial Let's go ahead and add a one only so the ten digit dial is at this the second one down there n xx n x x x x x This one here. Yes. So not in prefix, but in prepend prepend one one Yep, so that means if someone dials ten digits, we're going to add the one this one You can leave alone because it's just a standard 11 digit dial Okay, the last one though over in the dial string put a plus in front of the one Okay, so the reason we do that is that a lot of phones such as yalink phones when you hit redial on that phone It will add a plus I don't know why but it does and so that catches that allows you to now redial for like a yalink phone Okay, now a couple other things about this page One thing that this will do is this will also catch all of your toll-free numbers So if you're dialing 800 877 888 this will go out of this dial plan But sometimes you might want to separate out a toll-free dial Pattern right its own route Uh, the reason you want to do that is because when you're dialing out a lot of companies like to out pulse as their color ID Their company's toll-free number So like if you have a toll-free number for lauren systems when you call someone it would show up as 877 Call tom or whatever, you know, like whatever that whatever your toll-free number is. Yeah, however If you're out pulsing a toll-free number as your color ID and you call a different toll-free number A lot of other toll-free numbers don't accept calls from other toll-free numbers Oh So then you want to create a separate outbound route just for dialing toll-free where you're actually out pulsing a non toll-free color ID Okay, that's interesting. Yeah, I found that out the hard way. Wow The really hard way You know, I'm actually seeing less 800 numbers these days. You don't see a lot You don't see a lot, but it is something that you do run into and I haven't heard of a 976 number in forever Yeah, uh, one thing I forgot go ahead and hit save here Uh, and then let's go back and edit the emergency one again One thing I always like to do is click on additional settings And click call recording to yes Okay, so anytime someone dials 911 we want to record that call And you can also do the same thing on your default if you're recording calls inbound recording calls outbound whatever If you click let's go to your edit your default route again, by the way And the one thing we did forget here is the route caller ID. What phone number are we pushing out when someone calls out this Dial pattern. Oh, okay Now do I got to put a one in front of or just the digits? It doesn't matter. Okay Uh, sometimes it matters if your sip trunk provider only accepts 10 or 11 digits In most cases though, I just put 10 digits like you did And that's it the company you recommended. Oh cool. So yeah, if you go if you edit your default Edit your default route one more time. Sure. There's your primary secondary tertiary routes So trunk sequence for match routes once you have a trunk in the system You will select it down there second from the bottom. Okay You drop down that box select your primary route if you have multiple sip trunks or if like You have a pri and you want to sit back up or vice versa You can have multiple routes in there and if anyone's unavailable, it'll go to the second one Okay, and then um, I well, I didn't buy anything through them yet. I set up the account and put my credit card in So um Got that that's that's a whole different beast. I have a full documentation on how to set that up I'll send that over to you Go. Yeah, that'd be great because that's a kind of next step. So what I'm in functional question real quick Uh, I'm going to port my number over once I have this tested. So should I go ahead and at least just buy one number from them? Yes, so that's this is what so uh, just for anyone who's watching this and number porting is a Scary thing. It is something that a lot of people are a little bit. Um It's yeah, I don't know. It's it's it's a very weird process number porting. I've done it a lot of times Yeah, I have a video on my channel called number porting explained if you guys want to check that out It's a great video and I'll link in the description for that What I recommend when you're putting in a new phone system is Get it up and running get the extensions working get it working the way that you want and then set up Like you said tom get a temporary d i d phone number with your provider set it up and then Forward calls from your old provider call them up and say I would like to call forward all calls from this number To my temporary d i d. Okay that way before you even start the number porting process You have a way to test the phone system live Right, so basically calls will start ringing in live you can answer those calls You can send calls and then if everything's working after a week or two Then go ahead and start the porting process to actually move those numbers over Yes, that'll be the good news is I only have one number to port over so because no one knows my other d i d's And I'm fine. So I'm just going to buy the couple d i d's port the one main number over and that's it Yeah, the porting process takes usually about two weeks uh on average to get completed That's why I try to get this done now. I have till the end of next month and oh, yeah Yeah, you're good. You got plenty of time All right, tom well that that about does it and like said have fun man There's so many settings and so much stuff you can do if you have questions. Uh, just ask me Check out cross talk solutions. I have full Um tutorial series on free pbx 13 Um not not yet 14, but I'll be doing a new series of 14 I will link to all your playlists so you can just click add them to your queue and you guys can just watch forever Yeah, there's a lot of stuff. So each topic that we covered in two hours here I go into about 15 minutes per Per topic on the on the on the long form videos. I've watched all of them. I think now I went through Yeah, that's why that's why I'm a little bit faster looking through things. So I went through all your videos first It's a lot. It's a lot to learn, but it's nothing scary. You know, it's and free ppx is a great system It's like this when you learn pf sensor first time. You're like, well, there's menus everywhere Right So thanks for watching if you like this video go ahead and click the thumbs up Leave us some feedback below to let us know any details what you like and didn't like as well Because we love hearing the feedback or if you just want to say thanks Leave a comment if you wanted to be notified of new videos as they come out Go ahead and hit the subscribe and the bell icon that lets youtube know that you're interested in notifications Hopefully they send them As we've learned with youtube Anyways, if you want to contract us for consulting services You go ahead and hit launch systems.com and you can reach out to us for all the projects that we can do and help You we work with a lot of small businesses it companies even some large companies And you can farm different workout to us or just hire us as a consultant to help design your network Also, if you want to help the channel in other ways, we have a patreon. 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