Introduction #

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.

Prerequisites #

Before installing 3CX Auto Self ID, you need to ensure that your computer meets the minimum requirements mentioned below:

1. Windows 10 or above (64 Bit)
2. Internet Information Server (IIS) 7.0 or above
3. 3CX Commercial License V18

NOTE:

• 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

Installation #

	Download software	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.
	Install Prerequisites	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 #

1. Find the software download link in the Order Confirmation Email, or you can find it in your order history on our website and download the 3CX Auto Self ID application.
2. In the Microsoft Defender SmartScreen, click the More Info option.

3. Click the Run Anyway option to start the installation.

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.

1. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

2. 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 #

1. After all the prerequisites are installed, the 3CX Auto Self ID Setup Wizard appears. Click Next to Continue.

2. 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 #

1. In the 3CX Relay Services window, in the Relay Host field, enter the FQDN of your 3CX server.
2. Enter 8801 in the Relay Port field.
3. Enter the public key you took from VoIPTools Relay services in the Public Key text area.

4. Click the Test Relay Settings to confirm ‘3CX Queues Wallboard’ can communicate with the Relay services running on the 3CX server.
5. 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.
6. 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 #

1. In the Ready to Install window, click Install to start the installation of the ‘3CX Auto Self ID’.

The application installation progresses.

2. 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

Step 7: Register your 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.

1. On your desktop, click the Auto Voicemail desktop application .
2. In the 3CX Auto Self ID Settings configuration screen, click the License tab, and then in the License Key field, enter the valid license key.
3. Enter appropriate details in all the other fields of the page and Click Register to register your software.

NOTE:

The license key permits you to install this software on one computer. This is not free software.

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.

Start/Stop ‘3CX Auto Self ID Service’ #

1. To start or stop a service, at the footer of the 3CX Auto Self ID Settings configuration screen, click Start/ Stop buttons respectively.
2. 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’.

Configure Text-To-Speech using Windows TTS #

1. 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.
2. 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. In the Voice Actions dropdown,
   • Select Pronounce to
   • Select
4. In the Gender dropdown, select Male or Female so that the Auto Self ID will play the .wav file in a male or female voice.
5. In the Culture dropdown, select the desired option in order to control the display of dates and currency throughout 3CX Auto Self ID application.
6. In the Voice Name dropdown, select the desired Windows TTS voice to play the .wav file accordingly.
7. Click Save to save your TTS settings.

Configure Text-To-Speech using Amazon Polly #

1. In the configuration screen and in the Settings tab, from the TTS Type drop-down, select the ‘Text-To-Speech’ as Amazon Polly to create ‘Self Identification Message (.wav file) using Amazon Web Services. To know how to create Amazon Web Services (AWS) account and generate AWS access key ID and secret key id, click here.
2. 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 time.
3. 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. In the Gender dropdown, select Male or Female so that the Auto Self ID will play the .wav file in a male or female voice.
5. In the Culture dropdown, select the desired option in order to control the display of dates and currency throughout 3CX Auto Self ID application.
6. In the Voice Name dropdown, select the desired Amazon Polly voice to play the .wav file accordingly.
7. Click Save to save your TTS settings.

 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.

Generate Amazon Associate Product Advertising API Keys #

Click this link for step-by-step instructions to create an AWS account and generate AWS Secret Keys.

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.

Follow the steps to configure the ‘Call by Name’ feature:

1. On the 3CX Console Management, in the left side panel, select the Digital Receptionist menu.

2. Under the General section and in the Enter a name field, enter the name of the digital receptionist.
3. In the Extension field, enter a valid digital receptionist number.

4. In the Menu Options section, select the Call By Name option in the Actions list.

5. Scroll to the top and click OK to save the settings.

Example:

1. On your ‘3CX Phone System’, dial the extension of the digital receptionist that is configured for the ‘Call by Name’ feature.
2. Press the Key ID that is configured with Call by Name action.
3. 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.”
4. Enter the first three letters of the last name of the person that you are trying to contact.

NOTE:

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.

Support #

Visit our website to access our on-line manuals and receive quick answers to most of your questions. Otherwise, you can contact us by phone, email, live chat and on the VoIPTools forums.

Support Hours (USA and India) #

Our team is ready to assist you with answers to your technical questions and we now offer 24/7, 365 days a year.

Windows Event Log (Applications and Services VoIPTools) #

The Windows Event Log lists various errors, information messages and warnings related to all our VoIPTools applications and services. The data here can be used for troubleshooting various application errors.

Forums #

Our forum is intended for VoIPTools customers to collaborate on real-life challenges, solutions and best practices. You can participate on our forum at: https://www.voiptools.com/community/

Submit a Bug #

If you suspect a bug in any of our VoIPTools products, you can bring it to our notice by reporting your issue at: https://www.voiptools.com/report-a-bug/

Live Chat #

Our chat support team is ready to acknowledge your queries in real-time. You can start a live chat with us by simply clicking on the Live Chat button at the lower right corner of our web page.

Email #

You can email us at: support@voiptools.com. Be sure to describe your issue in detail. We’ll get back to you within one business day of receiving your request.

Phone #

You can call us at +1 801-642-4655 to reach a representative. VoIPTools will accept calls at this number from 8:00 AM to 6:00 PM (Central Standard Time).

Support Services #

Free Support: #

If you purchased our products through a VoIPTools Partner, your Partner will provide first level support. Partners have access to 100% free technical support, provided they participate actively in the troubleshooting process.

VoIPTools customers have access to our on-line manuals and we will respond to emails (next business day) and live chat, but we will not login to your servers remotely.

Paid Support: #

If you purchase “Installation Support’ our support team can login to your servers and install and configure all our tools for you. This includes installing SQL Server Express and Internet Information Server if required. Our team will work with you to configure our applications to best meet your needs.