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Getting Started with
P-Series PBX System

Set up your PBX system and run business communication on Yeastar P-Series PBX system with our step-by-step tutorial.

Welcome to Getting Started Tutorial

This tutorial walks you through the procedures to quick plan and implement a Uifined Communication solution based on a simple application scenario.

Objectives

Objectives

1Understand the basic concepts

2Get Your PBX System Ready to Use

3Build Internal Communication in Your Company

4Build Communication with the Outside World

Get started!

OBJECTIVESOBJECTIVES

Understand Basic Concepts

Get Your System Ready to Use Install Yeastar P-Series Software Edition Activte and Initially Set up the PBX

Build Internal Communication in Your Company Assign Extensions for Employees Set up Phones for Employees

Build External Communication with the Outside World Connect PBX System to an Internet Telephony Service Provider (ITSP) Make Outbound Calls to Your Customers Receive Incoming Calls from Your Customers

Understand Basic Concepts

A phone system begins with three basic components: PBX, endpoints, and trunks.

PBX system PBX system A PBX system manages internal calls in the company and external calls with the outside world. As a key component of the communication system, the PBX also provides various voice features that the company need to run daily operations.

Endpoint Endpoint An Endpoint can be an IP phone, a soft phone, or an analog phone. Each user in the company needs an endpoint to make and receive calls.

Trunk Trunk A trunk or a line is provided by a telephone company, whcih allows the company users to communicate with customers outside the company.

Install Yeastar P-Series Software Edition

Yeastar P-Series Software Edition can be installed on multiple platforms, check the supported platforms and server requirements, and also refer to the relevant guide to install the PBX.

Sever requirements

Item Virtual Machine Cloud Server Hardware Server
Memory 0-300 Ext. 4 GB 4 GB 8 GB
300-500 Ext. 6 GB 6 GB
Hardware Disk 0-300 Ext. 50 GB 50 GB 1 TB
300-500 Ext. 100 GB 100 GB
vCPU / CPU 0-300 Ext.
  • 4 vCPU
  • Frequency: 2.4 GHz
  • 4 vCPU
  • Frequency: 2.4 GHz
Intel(R) Xeon(R) CPU E3-1220 v6
  • Cores: 4
  • Threads: 4 Frequency: 3.00 GHz
300-500 Ext.
  • 6 vCPU
  • Frequency: 2.4 GHz
  • 6 vCPU
  • Frequency: 2.4 GHz

Recommended platforms and guides

Virtual Machine
Cloud Server
Hardware Server

Activate and Initially Set up the PBX

The PBX is not ready for use, you need to activate and initially set up the PBX in the Installation Wizard.

Procedure

1On the Network Settings page, change the network settings according to your network environment.
The system starts to check the if network settings are correct or not.

Note:

  • If the PBX is installed on Amazon AWS, keep the default settings, skip this step, and go to step 2 directly.
  • If a network error is detected, click Previous to reconfigure network or reconfigure later.

2On the Administrator Settings page, set the Super Administrator account and its event notification, and click Next.

Important:Remember the username and password, or you need to RESET the system to get new username and password.

3On the Date and Time Settings page, set the system date and time and its display format, then click Next.

4On the PBX Localization page,configure the system preferences, including the prompt language, tone region, email template language, etc., then click Next.

5On the Summary page, check the above configurations, and click Reboot to take effect.
When the system boots up, log in to the PBX web interface by the username and password configured above.

  • Username: Username of super administrator
  • Password: Password of super administrator

Assign Extensions to Employees

Extensions are virtual phone numbers that allow calls to be made internally between employees. In this tutorial, we create two extensions for employee Alex and employee Betty.

Create an Extension for Alex

1 Go to Extension and Trunk > Extension , click Add and select Add.

2 In the Basic section, select the extension type to SIP Extension.

3 In the User Information section, enter Alex's basic information.

4 Leave other settings as default, click Save and Apply.

Create an Extension for Betty

1 Go to Extension and Trunk > Extension , click Add and select Add.

2 In the Basic section, select the extension type to SIP Extension.

3 In the User Information section, enter Betty's basic information.

4 Leave other settings as default, click Save and Apply.

Set up Phones for Employees

An extension needs to be registered on an endpoint, so that the employee can make and receive calls via the extension. This tutorial uses Linkus client to show you an easy and efficient way to set up internal communications between employees.

Procedure

1Set up Linkus Server with Remote Access Service (RAS).

Note:RAS is included in Yeastar P-Series Enterprise Plan and Ultimate Plan. You can try out RAS with a 30-day free trial.

1) Go to System > Network > Yeastar FQDN, turn on Yeastar FQDN.

2) In the Fully Qualified Domain Name (FQDN) field, select a domain name then enter a hostname.

Note:Think twice before you enter the hostname. The FQDN cannot be changed after you save the configurations.


3) Click Save.

Linkus server is automatically set up, users can use Linkus (Mobile Client, Desktop Client, and Web Client) anywhere anytime.

2Send Linkus Welcome emails to Alex and Betty.

1) On the Extension and Trunk > Extension web page, select the uers.

2) Click Welcome Email.


Result

When Alex and Betty receive the emails, they can follow the instructions in the email to log in to Linkus client and communicate with each other any where any time.

Note:For more information of Linkus client, see Linkus Web Client User Guide and Linkus Mobile/PC Help.

Connect PBX System to an Internet telephony service provider (ITSP)

To make a call to outside or receive a call from outside, you need a business phone number (which is called "trunk" in the PBX). This tutorial takes VoIP trunk as an example, which help you communicate with the outside world via internet. The following shows the example VoIP account that offered by the ITSP abc.

  • Type: SIP
  • Port: 5060
  • Transport: UDP
  • Authentication name: 2688888
  • Authentication password: X92sk*&2jIjc04K
  • Trunk number: 2688888
  • Domain: abc.provider.com

Procedure

1 Go to Extension and Trunk > Trunk , click Add.

2 In the Basic section, configure the followings:

  • Name: Enter a name to help you identify it. In this example, set the name as "voip-abc".
  • Trunk Status: Enabled
  • Select ITSP Template: General

3 In the Detailed Configuration section, select the trunk type to Register Trunk, and enter the VoIP trunk information.

Note:Select the trunk type according to the type of VoIP trunk information that is provided by the ITSP. For more information of the VoIP trunk types, see SIP Trunk types .


3 Click Save and Apply.

Result

Check the trunk status on the Trunk list page. If the trunk status shows , your PBX is connected to the ITSP.

Make Outbound Calls to Your Customers

Now, the employees can call each other by dialing their extensions number directly on Linkus. How do they call their customers from Linkus? A VoIP trunk is ready, the next you need to set up an outbound route to allow the employees call out through the trunk.

Procedure

1Go to Call Control > Outbound Route, edit the default outbound route.
The default outbound route has a dial pattern "x." which allows users dial any external numbers.

2Scroll down the page, in the Trunk section, select the VoIP Trunk.

3In the Extension section, select Alex's extension and Betty's extension.

4Leave other settings as default, click Save and Apply.

Result

Alex and Betty can dial external numbers on Linkus, then place the calls to the outside world.

Receive Incoming Calls from Your Customers

The PBX system and the ITSP are connected, but where will the incoming calls go when customers call in the VoIP trunk? You need an inbound route to tell the PBX system where to route incoming calls.

Procedure

1Go to Call Control > Inbound Route, edit the default inbound route.

2Scroll down the page, in the Trunk section, select the VoIP Trunk.

3In the Default Destination section, select Alex's extension as a destination.

4Leave other settings as default, click Save and Apply.

Result

When your customer calls the trunk number (2688888 ), the call will go to Alex's extension.

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