- Step By Step Installation Procedure
- 3CX Auto Self ID Settings
- Generate Amazon Associate Product Advertising API Keys
- Configure ‘Call By Name’ feature
3CX Auto Self ID is a 3CX plugin that enables you to auto-generate the self-identification message that 3CX requires in order to be listed in the company directory.
Before installing 3CX Auto Self ID, you need to ensure that your computer meets the minimum requirements mentioned below:
- Windows 10 or above (64 Bit)
- Internet Information Server (IIS) 7.0 or above
- 3CX Commercial License V16 and V18
- When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
- When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X
- User is expected to have basic knowledge of web programming and IIS configuration
You can order ‘3CX Auto Self ID’ on-line at https://www.voiptools.com. Your order confirmation email will include your license key and a link to download the software.
There are a number of prerequisites that must be installed prior to installing ‘3CX Auto Self ID’.
Install 3CX Auto Self ID
This User Guide contains step-by-step instructions to successfully install ‘3CX Auto Self ID’. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named 3CXAutoSelfIDInstaller.exe
Register your License Key
You must register your license key to activate ‘3CX Auto Self ID’. Your license key is included in your order confirmation email, and can also be found in your order history on our website.
Step By Step Installation Procedure #
The following section guides you through a detailed walk-through of the installation process:
Step 1: Download ‘3CX Auto Self ID’. #
You can locate the software download link included in your order confirmation email. As an alternative, you can also find the link from your order history on our website.
Step 2: Install Prerequisites #
Click on the software installer that was downloaded in step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the install of the prerequisites needed to run ‘3CX Auto Self ID’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer) and, SQL Server Management Studio.
- Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.
- In the Prerequisites window, the installer will identify the missing prerequisites. It is important that you install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements. Click Next to continue.
The installer will download and install the selected applications.
Step 3: Start the installation process #
- After all the prerequisites are installed, the 3CX Auto Self ID Setup Wizard appears. Click Next to Continue.
- On the Select Installation Folder window, the Folder field displays the location where the ‘3CX Auto Self ID’ will be installed. Note that you cannot change the path.
- Click Next to continue.
Step 4: Test Relay Settings #
- In the 3CX Relay Services window, in the Relay Host field, enter the IP address or FQDN of your 3CX server.
- Enter 8801 in the Relay Port field.
- Enter the public key you took from VoIPTools Relay services in the Public Key text area.
- Click the Test Relay Settings to confirm ‘3CX Queues Wallboard’ can communicate with the Relay services running on the 3CX server.
- If the ‘Auto Self ID’ is successfully able to communicate with the Relay services that run on the 3CX server, a Success message box appears. Click OK. If the test fails, you will not be able to continue until communication with the relay is established.
- Click Next to continue with the installation.
Note: If the test was unsuccessful:
- confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.
- confirm that you have entered the correct IP address / FQDN for the 3CX server.
- confirm that 3CX Auto Self ID and the Relay are using the same port and protocol.
Step 5: Installing 3CX Auto Self ID #
- In the Ready to Install window, click Install to start the installation of the ‘3CX Auto Self ID’.
- The application installation progresses.
- Once the installation is complete, check Launch 3CX Auto Self ID check box and then click Finish. The 3CX Auto Self ID configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck Launch 3CX Auto Self ID check box and then click Finish
3CX Auto Self ID Settings #
The 3CX Auto Self ID Settings configuration screen enables you to register software, start/stop ‘3CX Auto Self ID Service’, and configure settings for Text-To-Speech, Schedule Timer, Audio Path and Authentication for Active Directory User/ Remote Local User.
Register Software #
Registration is required to authorize your license key. Registering also makes it possible for VoIPTools to provide a replacement key if your license key is ever lost. Also, it enables VoIPTools to notify you of any product updates, and reminders if your key is reaching the renewal date.
- a. In the 3CX Auto Self ID Settings configuration screen, click License tab, and then in the License Key field, enter valid license key.
- b. Enter appropriate details in all the other fields of the page.
- c. Click Register
Figure 7: Register Software
- d. In the confirmation message box, click OK.
Figure 8: Confirmation message box
Note: The license key permits you to install this software on one computer. This is not free software.
Start/Stop ‘3CX Auto Self ID Service’ #
- To start or stop a service, at the footer of the 3CX Auto Self ID Settings configuration screen, click Start/ Stop buttons respectively.
- Click Refresh link to update the status if changes to the service status were made directly in the Windows Service Snap-in
Note: If the service status is “Unknown”, this is typically caused by the ‘3CX Auto Self ID’ IIS Application Pool user may have insufficient rights.
Settings Screen #
The Settings screen enables you to configure ‘Text-To-Speech’, Audio Path, Schedule Timer, and Culture, Voice Name. You can also change the domain account of the user to ‘Active Directory’ or ‘Remote Local’.
The section below explains instructions to configure various parameters:
1. Configure Text-To-Speech
- a. In the configuration screen and in the Settings tab, from the TTS Type drop down, select the ‘Text-To-Speech’ as Windows TTS if you want to create dynamic play files by using the voices installed in your computer.
Figure 9: Settings: TTS Type – Windows TTS
- b. Select Amazon Poly if you want to create ‘Self Identification Message (.wav file) using Amazon Web Services.
Figure 10: Settings: TTS Type- Amazon Poly
To know how to create Amazon Web Services (AWS) account and generate AWS access key ID and secret key id, click here.
2. Configure Schedule Timer
- In the Schedule Timer field, set the time in ‘Hr:Min:Sec’ format so that the scheduler creates .wav files for all the surnames of the 3CX extensions, regularly at the scheduled timing.
3. Configure Audio Path
- In the Audio Path field, browse and set the location where you want to store the audio (.wav) files created by Auto Self ID.
4. Configure Gender
- From the Gender dropdown, select Male or Female so that the Auto Self ID will play the .wav file in male or female voice.
- From the Culture dropdown, select the desired option in order to control the display of dates and currency throughout 3CX Auto Self ID application.
Note: The default ‘Culture’ is en-US.
6. Configure Voice Name
- From the Voice Name drop down, select desired voice name so that the Auto Self ID will play the .wav file accordingly.
Check for Updates #
The About screen displays current version of the application. From here, you can also update your application to latest version by clicking on Check for Updates button.
Figure 11: Check for Updates
Generate Amazon Associate Product Advertising API Keys #
This section guides you through a detailed walk through of creating an AWS account, and generating AWS access key ID and secret key IDs.
Create Amazon Web Services (AWS) Account #
1. Open web browser and in the address bar, type the url: https://portal.aws.amazon.com/
2. In the Sign-In page:
- Click on Create a new AWS account.
Figure 12: AWS Account Signin Page
3. In the Create an AWS account page:
- a). In the Email address field, enter valid email address that you want to use for your AWS account.
- b). In the Password field, enter the password for your AWS account and then in the Confirm Password field, retype the password.
- c). In the AWS account name field, enter the name that you want to use for your AWS account.
- d). Click on Continue.
Figure 13: Create Login Credentials
4. In the Contact Information page:
- a). Select the desired Account Type.
- b). Enter appropriate details in all the Required Fields* – Full Name, Company Name, Country/Region, Address, City, State/Province or region, Postal code and Phone Number
- c). In the Security Check field, enter the security code as displayed on the screen.
- d). Check the AWS Customer Agreement check box to indicate that you have read and agreed to the terms of the ‘AWS Customer Agreement’.
- e). Click on Create Account and Continue.
Figure 14: Create Account and Continue
5. In the Payment Information page:
- a). Enter your Credit/Debit Card Number and Expiration Date details so that AWS can bill your credit or debit card for the usage of AWS products that are not covered by the Free Tier.
- b). Click on Secure Submit and provide respective details for authentication.
Figure 15: Enter Payment Information
6. In the Phone Verification page:
- a). From the Country/Region code dropdown, select desired country.
- b). In the Phone number field, enter your phone number so that AWS can authenticate.
- c). Enter the Security Check captcha as displayed on the screen.
- d). Click on Call Me Now to immediately receive a call by an automated system.
Figure 16: Generate Automated Call
- e). In the Call in progress… popup, 4-digit pin is displayed.
Figure 17: Note PIN and enter in telephone key pad
- f). When you receive a call from AWS, answer the call and when prompted, enter the 4-digit number on your phone keypad.
- g). Once your identity verification is complete, the screen displays the message as, ‘Your identity has been verified successfully.’
Figure 18: Identity successfully created
- h). Click on Continue to select your Support Plan.
7. In the Select a Support Plan page, select the desired support plan. Basic is the default plan and it is free.
Figure 19: Support Plans
8. In the Welcome to Amazon Web Services page, click on Sign In to the Console to navigate to the ‘AWS Sign In’ page.
Figure 20: Navigate to AWS Signin Page
Generate Amazon Web Services (AWS) Access Key ID and Secret Key ID #
1. In the Sign In page:
- a). Enter the E-mail that you have just created while creating your AWS account and click Next.
Figure 21: Enter your AWS account email address
- b). Enter the Password of your AWS account and click on Sign in.
Figure 22: Enter Sign in Credentials
2. On the menu bar, click the down arrow beside Services.
Figure 23: Services
3. Under Security, Identity & Co… section, select IAM.
Figure 24: Security, Identity & Co… – IAM
4. Click the down arrow beside Delete your root access keys and then click on Manage Security Credentials.
Figure 25: Delete your root access keys
5. In the popup message box, click on Continue to Security Credentials.
Figure 26: Continue to Security Credentials
6. In the Your Security Credentials page, click on Access Keys (Access Key ID and Secret Access Key)
Figure 27: Access Keys (Access Key ID and Secret Access Key)
7. Click on Create New Access Key.
Figure 28: Create New Access Key
8. In the Create Access Key pop up, click on Download Key File to download the key file that contains the key ID and the secret access key.
Figure 29: Download Key File
9. Once the file downloads, click on Save to save the rootkey.csv file.
Figure 30: Open with Notepad
10. To open and view the rootkey.csv file, click Open.
Figure 31: Save rootkey.csv file
11. The rootkey.csv file displays as shown in the image below:
Figure 32: rootkey.csv file
12. The Your Security Credentials page will now display your Access Key ID. You can now use your AWS Access Key ID and AWS Secret Key ID to use on your website to link Amazon associate program to the products that you want to put on your website.
Note: You can see only your Access Key ID in your AWS account, but you will not see your Secret Key ID ever again. Hence, ensure that you will never lose your downloaded key file.
Figure 33: Access Key ID created
Configure ‘Call By Name’ feature #
You can create a digital receptionist in the ‘3CX Management Console’ and configure it to implement the ‘Call by Name’ feature. When you dial the digital receptionist that is configured for the ‘Call by Name’ feature, and press the associated Key ID followed by the first three letters of the desired ‘Last Name’, the ‘Auto Self ID’ will play the respective ‘Full Name’ of the person that you are trying to contact.
Figure 34: 3CX Management Console: Create Digital Receptionist and Configure ‘Call by Name’ feature
Instructions to configure ‘Call by Name’ feature:
- In the 3CX Console Management, navigate to SIP Trunks.
- Under General section and in the Enter a name field, enter the name for the digital receptionist.
- In the Extension field, enter valid digital receptionist number.
- To configure Call by Name feature, under Menu Options, beside desired Key ID, from the Actions column, select Call by Name value from the drop down list.
- At the top of the page, click OK to save the settings.
- To implement the feature:(For example)
- a). On your ‘3CX Phone System’, dial the extension of the digital receptionist that is configured for the ‘Call by Name’ feature.
- b). Press the Key ID that is configured with Call by Name action.
- c). The digital receptionist will play the prompt as, “please enter the first three letters of last name of the person you are trying to contact”
- d). Enter the first three letters of the last name of the person that you are trying to contact.
- e). If there are multiple last names matching the 3 digits that you have entered, then the digital receptionist will play the prompt to press 0 or 1 or 2 to select the desired contact from the matching list. Once you have selected the desired contact, the digital receptionist will play the ‘Full Name’ of the person you are trying to contact.
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