‘3CX Do Not Call’ is a Windows service that monitors all outbound calls. If the dialed number is on an internal Do-Not-Call list, then the call will be dropped; and the dialing extension will receive an email notification if it has been selected in the ‘Send Email’ list.
VoipTools will give you a download link and license key after purchase. You can simply go through the simple installer to proceed with the installation.
You can order ‘3CX Do Not Call’ 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 Do Not Call’. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
Install 3CX Do Not Call
This User Guide contains step-by-step instructions to successfully install ‘3CX Do Not Call’. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named 3CXDoNotCallInstaller.exe
Register your License Key
You must register your license key to activate ‘3CX Do Not Call’. Your license key is included in your order confirmation email, and can also be found in your order history on our website.
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 Do Not Call application.
In the Microsoft Defender SmartScreen, click the More Info option.
Figure 1: Microsoft Defender: More info
Click the Run Anyway option to start the installation.
Click on the software installer downloaded in Step 1. The installation wizard will automatically identify the prerequisites and assist you with each installation required to 3CX Do Not Call. It includes .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.
Figure 3: 3CX Do Not Call prerequisites Setup Wizard
In the Prerequisites window, install all the required prerequisites identified by the installer, or select/ unselect the applications based on your requirements and click Next to continue.
Figure 4: Prerequisite Installation Selection
The installer will download and install the selected applications. It may take several minutes to complete.
Figure 5: Prerequisites Installation on progress
The Microsoft SQL Server License Terms page gets displayed if you install SQL Server Express. Click Accept to acknowledge the license terms and continue.
Figure6: Microsoft SQL License Terms
In the Media Location field, browse to change the location and click Install to begin the installation of SQL Server Express.
Figure7: SQL server selects media download target location
Click Close when you install the prerequisites.
Figure8: Microsoft SQL installation completed successfully
Click Next when the installation is complete.
Figure9: Microsoft SQL downloading install packages
Click Yes in the Confirmation Message Box to reboot the computer.
Click Next on the 3CX Do Not CallSetup Wizard screen.
Figure 11: Do Not Call setup wizard
On the Select Installation Folder window, the Folder field displays the path where the 3CX Do Not Call gets installed. You cannot change the location path.
Click Next to continue with the installation.
Figure12: Do Not Call Select the installation folder
In the 3CX Relay Services window, in the Relay Host field, enter the 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.
Figure 13: Configure Relay Services
Click the Test Relay Settings to confirm ‘3CX Do Not Call’ can communicate with the Relay services running on the 3CX server.
If the ‘3CX Do Not Call’ 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.
Figure14:Test Relay services
NOTE:
You must set the Relay Port to 8801.
If the Relay test fails, you cannot continue the installation until you establish communication with the Relay. If the test was unsuccessful confirm the following,
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 FQDN for the 3CX server.
Confirm that the 3CX Do Not Call and Relay use the same port and protocol.
When configuring 3CX Do Not Call, select an existing Microsoft SQL Server instance in your environment. The database server can be a remote SQL Server (How-to configure SQL server to permit remote connections (https://www.voiptools.com/configure-sql-server-for-remote-access-over-internet/)) or a local instance running on the VolPTools server.
On the SQL Database window in the Server field, select the desired instance of SQL Server.
To use SQL Authentication, uncheck the Trusted Connection checkbox.
In the Username and Password fields, enter valid SQL login account credentials.
Figure15: Configure SQL database
NOTE:
We recommend you use SQL Authentication rather than Windows authentication. Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX.Frequently our CFD applications require access to a SQL database. If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.
To use SQL Authentication, you must configure the SQL server to run in Mixed Mode. If you install SQL Server with our tools, we configure SQL in Mixed Mode.
To use Windows Integrated Authentication (not recommended), check the Trusted Connection (Windows integrated authentication) checkbox.
Click the Test SQL Connection button to confirm connectivity to SQL Server.
Click OK on the Test Results message box.
NOTE:
In the Database field, the installer will automatically display the default database name. We encourage you to use the default name. To upgrade or reinstall 3CX Do Not Call, select the current database name from the list.
Registration is required to authorize your software. 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.
Click the 3CX Do Not Call desktop icon to open the web application.
On the 3CX Do Not Call web application, in the top menu bar, select the Settings menu.
Figure 19: Top menu bar
Click the License tab to open the license page.
Figure 20: License tab
Enter your registration information in all the fields (Note the red dot denotes a required field) and click Registerto complete your software registration.
Figure 21: License Registration
NOTE:
The license key permits you to install the software on one computer. This is not free software.
To access the ‘3CX Do Not Call’ web portal, click the Web Portal button on the configuration program, or click on the desktop icon that was created during the installation process (‘3CX Do Not Call’ Web).
The Settings screen enables you to set global exclusions, set the ‘Scheduled Time’ to delete expired phone numbers, start/stop the Windows service, configure culture settings, and email server settings, and register your license key.
You may have a situation where certain extensions need the ability to call phone numbers that are on the Do Not Call list. The Exclusion tab allows you to select the extensions that can bypass the Do Not Call restrictions.
Place a checkmark next to the extensions you wish to exclude from the Do Not Call restrictions.
From here, you can configure ‘Scheduled Time’, and restart ‘3CX Do Not Call’ application with new settings.
Scheduled Time
It configures the contract expiry date.
Black and White List
Block List blocks out all the outbound calls for the contacts in the Contacts list.
Whitelist lets outbound calls in the Contacts list but blocks those that are not in the Contacts list.
NSN Length
National Significant Number length. It checks the number of digits of the imported number with that of the number entered in the NSN Length field.
Figure 25: Settings: Settings Screen
Under General, and in the Scheduled Time field, enter the desired time so that the timer will check regularly at the scheduled time for contacts that have reached expiry date and deletes them contact from the ‘Do Not Call List’.
NOTE:
You must restart the Do Not Call application when you update the Scheduled Time.
Select either of the desired Block/White List option based on your requirement:
Select Block List if you want to block the outbound calls in the Contacts list. OR,
Select White List if you want to allow outbound calls in the Contacts list but block those that are not in the Contacts list.
NOTE:
You can whitelist the extension in the Import menu.
In the NSN Length field, select the desired number (Say, ‘X’ digits for instance) so that, if X digits from the right of the phone number match with that of the imported number then, ‘3CX Do Not Call’ considers the number.
For example, if the original number is 18016424655(11 Digits) and configured NSN Length is 10 then, 3CX Do Not Call will match last 10 digits from the right of the original number with that of the imported number i.e. (8016424655). Hence using this feature, our application will work even without a country code.
Click the Save button to save the settings.
NOTE:
You can click the Reload button to log all the users out of ‘Do Not Call’ and restart the application with new settings.
The Culture settings let you configure the dates displayed in the application.
Follow the procedure to configure the Culture settings,
On the top menu click the Settings menu and click the General tab.
In the Culture section, select the desired culture from the Name list for the complete 3CX Do Not Call web portal.
The portal will automatically update the display of the underlying UTC date/ time stored in the database to the selected culture. This is a global setting.
You can define the person to receive notifications. Follow the procedure to add an email address,
On the left of the Email Address column header, click the Add button and add email addresses. The grid supports batch editing, enabling you to add, delete, or edit multiple addresses before you save and update them.
Figure 29: Add email address
In the Email Address field, enter the email address where notifications should be sent.
Click the Save Changes button to save the email address to the grid.
In the Mail Server text field, enter the mail server name from which you want to send the notifications.
In the Port field, enter the port number of the mail server. The default port number is 25.
In the Reply Address field, enter the email address from which you want to send the notifications.
In the User and Password fields, enter the login credentials of the email account from which you want to send the notifications (if required by your mail server).
Check SSL/TLS check box to secure the connection to relay email.
Test your email settings, you can send a sample email notification to the configured email addresses by clicking on the Test button or clicking the Save button to save all the email servers and notification settings.
Figure 33: Email notification settings
NOTE:
Click the More button; and to conceal it, click the same button once again to reveal the password
You can access the Import screen only as a ‘Manager’. Here, you can import contacts from a CSV file into the central repository of contacts and export the contacts to a CSV file to your local device.
NOTE:
It is mandatory to restart the ‘Do Not Call’ Service once you import new contacts in order to apply DNC.
In the Import screen, and in the Import File field, click Browse button to select the import file (.csv). You get an Upload Success popup when you upload proper files.
In the List Name field, enter the name for the contact list.
NOTE:
If you do not specify List Name, then the contact will be created without a list name.
Select the Delimiter option according to the one that you have specified in the import file (.csv).
Check the Comma radio box if your .CSV file has rows and columns separated by commas.
Check the Tab radio box if .CSV file has rows and columns separated by tab space.
NOTE:
Comma is the default delimiter
Click the Get Fields button to load the CSV column headers into the CSV File list box.
Figure 36: Field extracted from .CSV file
Move each of the columns from the CSV File list box into the CSV Field list box using the appropriate buttons such that the columns in the CSV Field list box will match those of the Contact Field list box.
Select a row in the Blocked Numbers Table section, select a field from the CSV File section, and click the Add button to match the fields.
Select a field from the Blocked Numbers Table section and click the Remove button to remove the field.
Figure 37: Matching contact fields with fields in CSV file
NOTE:
Be sure to map the Name and Phone fields.
Click Importbutton to import all the contacts from the CSV file into the central repository of contacts. You get the Import Complete popup to confirm the import of the fields.
You can assign the contacts to the black list or the white list.
In the Settings screen, if you select White List then,
in the Import screen, you can call all the contact numbers in the imported contact list.
In the Settings screen, if you select Block List then,
In the Import screen, you cannot call any of the contact numbers in the imported contact list.
To enable desired extensions to call any of the specific contact numbers, simply expand the desired contact number and then add the desired extensions to the white list.
To assign the contacts to white list follow the procedure,
Select White List in the Settings menu.
Click the More arrow to display the Whitelist Extension box.
Figure 39: Show Whitelist Extension box
Click the Add button to add a new whitelist extension.
Figure 40: Add whitelist extension
From the Extension list, select the extension to assign as Whitelist Extension.
Figure 41: Whitelist extension selection
Click the Save button to save the whitelist extensions.
Figure 42: Whitelist extensions added
NOTE:
This functionality will work only for ‘Block List’ and not for ‘White List’.
The Send Email screen enables you to select desired contacts from the list of all the contacts to which you want to send email notification in case if they call the contacts that are in ‘Do Not Call List’
In the Send Email screen, select all the extensions for which you want to send email notifications.
Figure 46: Select extensions
Click Update to save the changes. Click OK on the Update Success message box.
Figure 47: Send email success message box
NOTE:
If a caller calls an extension on a DNC list then the call simply disconnects and the caller will receive an email notification if selected or will not receive any notification if not selected in the ‘Send Email’ list.
NOTE:
To select all the extensions, select the Select All checkbox.
The Reports screen enables you to view the history of all the call logs related to ‘Do Not Call List’. The information includes extension number, agent name, dialed number and date & time.
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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.
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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.
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