Duration: 1 Week Part Time
The 3CX Basic Certification course consists of eight modules all of which are fundamental to be able to correctly setup and configure your PBX. In a nutshell, they cover the basic concepts of getting 3CX up and running as well as basic troubleshooting techniques.
1. Installing 3CX
Find out everything you need to know before performing your first installation of 3CX; such as FQDN and Certificates, which ports need to be used and more.
2. Firewall Configuration
Learn all about what network traffic 3CX generates, how to set up and configure your Firewall, which ports 3CX uses as well as how to check if you have configured everything correctly.
3. The 3CX Apps
What are the 3CX apps and how can you use them to benefit your business? This module covers everything you need to know from how to provision them to how PUSH works.
4. Provisioning Local IP Phones
Desk Phones. Every business has them. With 3CX they’re super easy to configure and in this module we show how PnP works as well as how you can remotely manage the phones.
5. SIP Trunks
Configuring a supported SIP Trunk with 3CX is a matter of a few minutes. This module covers setup as well as configuring inbound and outbound rules.
6. Voicemail
Voicemail is still an important feature of any phone system. In this module, we will show you how to change your voicemail greeting according to your status as well as some more advanced voicemail settings.
7. Digital Receptionists
A Digital Receptionist can help streamline your incoming calls and have them routed to the correct extension. In this module, we take you through setting up your Digital Receptionist, as well as explain all the options available to you.
8. Ring Groups
Ringing groups, ring group options, alert paging groups and multicast paging groups. All very useful and offer many benefits and additional options. In this module, we cover what each one is and how you can configure them.
Prerequisites
Duration: 1-1.5 Weeks Part Time
This certification covers more advanced and complex configuration options within 3CX, such as; extension groups and rights, configuring remote extensions via STUN or SBC, backups and more.
1. 3CX in the Cloud
Either have 3CX manage hosting for you or deploy in your private cloud account. Just a few simple steps and your cloud PBX will be up and running in no time.
2. Backup & Restore
Backup and Restore is an important feature for any PBX administrator. In this module, we explain how to backup 3CX, what’s included in the backup file as well as how to restore it.
3. Call Recordings
Call recordings are a must feature for most call centers. Whether it’s to train new agents or listen back to find a customer issue, they can be vital. In this module, we cover the Call Recording functionality in 3CX and its different options.
4. Provisioning Remote IP Phones
This module covers how to configure a remote IP Phone with STUN or 3CX Session Border Controller (SBC). From the prerequisites and the supported STUN and SBC devices to RPS provisioning and remote firewall requirements. At the end of this module, you’ll be able to setup a remote extension in no time.
5. Hot Desking
Hot Desking can save you a lot of office space by allowing employees to share the same IP Phone but with different extension numbers. In this module, we cover the hot desking feature in 3CX and how you can configure it.
6. User Profiles & Forwarding Rules
Some extensions may require different settings than others. For example, one extension might need access to forwarding rules and another to voicemail management. This module explains the various settings available and how to configure them for different users.
7. User Groups & Rights
Managing many extensions can be chaotic. In this module, we go through the steps of creating user groups so you can group your extensions based on departments and the different roles and rights each user can have.
8. Time Based Scheduling
Set up your global office hours, inbound rules, extension profiles and holidays within your PBX. This module takes you through the steps to do so as well as how to automatically route calls based on the pre-configured times.
Duration: 1 Week Part Time
This course consists of seven modules which cover the more advanced settings of 3CX. These include: Bridges, Inbound and Outbound Routing, Security and Anti-Fraud as well as Basic Troubleshooting.
1. Messaging
Interact with your existing or prospective customers through 3CX Messaging. This module will explain how to configure Facebook, SMS and Live Chat with 3CX as well as how to manage messaging queues and troubleshooting.
2. Call Queues
Setting up queues is a vital part of any call center. This module takes you through the steps required to setup your queues correctly, logging extensions in and out of queues, manager and agent rights and more.
3. Advanced Inbound Routing
When setting up inbound rules, life can be made much easier if this is done based on CID (Caller Identification). This module takes you through the concept of CID inbound routing, how to add CID inbound rules and how to reformat them.
4. Bridges
Many organizations have more than one physical location. So how can these different PBXs communicate? In this module, we explain the concept of bridging two PBX installations and how this can be setup correctly.
5. Advanced Outbound Routing
All companies want to save money. An easy way to do this is to setup Least Cost Routing within your PBX. In this module, we cover how Least Cost Routing can be setup as well as how to correctly setup and configure your outbound call routing.
6. Security & Anti-Fraud
Security is a very important issue for any business of any size. No one wants external parties peeping around their network. In this module, we take you through the security features of 3CX and how to set them up to avoid any unwanted visitors.
7. Basic Troubleshooting
Troubleshooting is a daily activity for most IT Administrators. Throughout this module, we take you through the various troubleshooting techniques such as verbose logging, the event log, email notifications and WireShark.
To pass the test and obtain your Basic Certified certificate, you must achieve a minimum score of 25 out 30, otherwise, you can take a resit in 30 days.
To pass the test and obtain your Intermediate Certified certificate, you must achieve a minimum score of 25 out 30, otherwise, you can take a resit in 30 days.
To pass the test and obtain your Advanced Certified certificate, you must achieve a minimum score of 25 out 30, otherwise, you can take a resit in 30 days.
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