Set up Yeastar P-Series Software Edition

Before migrating 3CX data to Yeastar PBX, you need to set up Yeastar PBX in advance. This topic describes how to set up Yeastar P-Series Software Edition.

Step 1. Install Yeastar P-Series Software Edition

  1. Learn about the supported platforms and the server requirements.

    For more information, see System and Server Requirements.

  2. Refer to the following installation guides to install Yeastar P-Series Software Edition.
    Platfrom Instructions
    AWS Install Yeastar P-Series Software Edition on Amazon AWS
    Vultr Install Yeastar P-Series Software Edition on Vultr
    Microsoft Azure Install Yeastar P-Series Software Edition on Microsoft Azure
    DigitalOcean Install Yeastar P-Series Software Edition on DigitalOcean
    Alibaba Cloud Install Yeastar P-Series Software Edition on Alibaba Cloud
    VMware Workstation Install Yeastar P-Series Software Edition on VMware Workstation
    VMware ESXi Install Yeastar P-Series Software Edition on VMware ESXi
    Hyper-V Install Yeastar P-Series Software Edition on Hyper-V
    KVM Install Yeastar P-Series Software Edition on KVM
    Proxmox VE Install Yeastar P-Series Software Edition on Proxmox VE

Step 2. Configure the system network

After your PBX is installed, you need to access Yeastar Management Portal to set the Ethernet mode and related configuration of corresponding Ethernet interface.
Important: For PBX system installed on a cloud-based server, retain the default settings, click Next to activate the PBX system.
  1. In the Basic section, select the Ethernet mode and default interface.
    • Ethernet Mode: Select an Ethernet mode.
      • Single: Only LAN interface is used for connection, WAN interface is disabled.
      • Dual: Both LAN interface and WAN interface are used for connection.
        Note: Dual Ethernet mode is typically for the scenario that the Internet Telephony Service Provider (ITSP) offers a dedicated networking for VoIP communication.
    • Default Interface: Optional. Select a default interface if the system is in dual Ethernet mode.
  2. In the LAN section, enter the network information for the LAN interface of the PBX.
  3. Optional: In the WAN section, enter the network information for the WAN interface of the PBX.
  4. Click Next.

    A pop-up window appears and displays the information of network detection.

Step 3. Activate Yeastar P-Series Software Edition

To activate Yeastar P-Series Software Edition, you need to purchase a license from Yeastar and fill in the provided activation code on the system.

Note: If the activation code is not ready, click Skip to skip this procedure. After the system is set up, you can go to Maintenance > Activation to fill in the activation code and activate the system.

Follow the instructions below to activate P-Series Software Edition based on the network availability of the PBX.

Activate the PBX online
  1. Get activation code.
    Tip: Contact Yeastar Sales or go to Yeastar Partner Portal to apply for a P-Series SE license. After you complete payment, an activation code will be provided.
  2. Enter the activation code on the Installation Wizard to activate PBX.

    1. Select Online.
    2. In the Activation Code field, enter the activation code.
    3. Click Activate.
Activate the PBX offline
  1. Select Offline.
  2. Click Download Request File and send the request file to Yeastar Sales to get an activation code.
  3. In the Activation Code field, enter the activation code.
  4. Click Activate.

Step 4. Set up super administrator account

  1. In the Basic section, enter the information of the super administrator account.
    Note: Save the username and password of the super administrator account, or you need to reset your system to reconfigure the account and log in to the PBX.
    • Username: Specify the username that is used to log in to PBX web portal.
    • Password: Specify the password that is used to log in to PBX web portal.
    • Repeat the password: Repeat the password to confirm.
    • Email Address: Enter the email address of the super administrator.

      The email address can be used to receive system notifications and reset web login password.

    • Mobile Number: Enter the mobile number that can be used to receive system notifications.
  2. In the Event Notifications section, configure event notifications for the super administrator.
    • Send Event Notifications to PBX Administrator: Decide whether to enable notifications for the super administrator or not.
    • Contact Name: Enter the name of the super administrator.
      Note: This name helps you identify the super administrator from the Notification Contacts list.
    • Notification Level: System notifications are divided into different levels according to importance. You can select notification levels to filter and receive the relevant notifications.
    • Notification Method: Select method(s) to receive notifications.
  3. Click Next.

Step 4. Configure the system time

  1. In the Date and Time section, configure the time zone and daylight saving time, and set up the date and time manually or synchronize with an NTP server.
    Note: To synchronize system time with an NTP server, make sure that the PBX can access the Internet.
  2. In the Display Format section, select the display format for date and time.
  3. Click Next.

Step 5. Localize and customize the system

  1. In the System Prompt Language section, select the radio button beside a system prompt to set it as the default system prompt.
    Note: Click Download Online Prompts to download more prompts.
  2. In the Other Settings section, adjust the following settings for your local installation.
    • Notification Email Language: Select which language of email contents to be received.
    • Device Name: Specify a name for the PBX system.
    • Name Display Format: Select the display format for Extension User's Name and Contact Name.
    • Tone Region: Select your country/region or the nearest neighboring country/region to enable the default dial tone, busy tone, ring tone for your region.
    • Enable Allowed Country/Region Code Dialing Protection: To restrict users from making international calls, enable this option. When enabled, users can not make international calls to any countries or regions.
    • International Dialing Code: Enter the prefix of international call according to your country.

      When a user tries to call a number starting with the prefix, the PBX's outbound route will identify this call as an international call.

  3. Click Next to view the summary.

Step 6. Check and confirm the configurations

  1. Check all the configured settings on the Summary page.
  2. To edit the configurations of a specific step, click beside the step title.
  3. To edit the configurations of the previous step, click Re-configure.
  4. If all the configurations are confirmed, click Reboot to take effect.

Result

All the configurations take effect after the system reboots.

You need to access the new IP address of the PBX and log in to Yeastar Management Portal by the super administrator username and password.

Note: For PBX system installed on a virtual machine or an on-premise server, the IP address of your PC must be on the same network segment as that of the PBX, or you cannot access the PBX.