Install PortSIP PBX on Windows
Upgrading
This guide is just for installing a fresh PortSIP PBX version 22.x.
If you currently installed the PortSIP PBX v16.x, please follow the article Upgrade to Latest v22.x on Windows to upgrade it.
Minimal Hardware Requirements
The PortSIP PBX requires a minimum of 2 CPU cores, 4 GB of memory, and 50 GB of disk storage. With this configuration, the PBX can support up to 1,000 online users and handle 500 simultaneous calls.
Supported OS
Windows 10 1903/19H1 or higher, Windows 11
Windows Server 2022 or higher
Preparing the Server for Installation
Tasks that MUST be completed before installing PortSIP PBX
Ensure the server date-time is synced correctly.
For Windows, it requires the Administrator user.
If the server on which PBX will be installed is located on a LAN, assign a static private IP address to the PBX server; if it's on a public network, assign a static public IP address and a static private IP to the PBX server.
Install all available updates and service packs before installing PortSIP PBX.
Do not install PostgreSQL on your PortSIP PBX Server.
Ensure that all power-saving options for your system and network adapters are disabled (by setting the system to High-Performance mode).
Do not install TeamViewer, VPN, or other similar software on the host machine.
The PortSIP PBX must not be installed on a host that is a DNS or DHCP server.
The below ports must be permitted by your firewall.
UDP: 5060, 5066, 25000-34999, 45000–65000
TCP: 5061, 5063, 5065, 5067, 8882, 8883, 8887, 8888, 8889, 10443. please also ensure the above ports have not been used by other applications.
If installed on Windows, ensure the
Windows Firewallservice has been started.
If the PBX runs on a cloud platform such as AWS and the cloud platform has its firewall, you must also open the ports on the cloud platform's firewall as well.
Installing PortSIP PBX
Step 1: Installing of PortSIP PBX
The PBX installer can be downloaded at PortSIP Website.
To install PortSIP PBX, you only need to double-click the installer, which will guide you through the installation process.
PortSIP PBX services will automatically start after successful installation (and thereafter every time your computer starts up).
Assume we installed the PortSIP PBX on the server the IP address is 66.175.221.120.
The following two folders must not be the same when selecting the PBX folders during installation!
After successfully installing the PortSIP PBX beta version, you can access the PBX Web portal by visiting: https://66.175.221.120:8887
The default system administrator username and password are both admin.
Step 2: Configure the PortSIP PBX
Once the PortSIP PBX is successfully installed, you can access the web portal by opening your browser and navigating to https://66.175.221.120:8887. If your browser displays an SSL certificate warning, you can safely ignore it and continue. You will then be directed to the login page, as shown in the screenshot below.
Click on "Sign in as the administrator or dealer" to navigate to the administrator login page, as shown in the screenshot below. Enter admin as both the username and password to log in to the web portal.
Please change the admin's default password after you log in.
After successfully logging into the PBX Web Portal, with a new installation, the PBX will launch a setup wizard to guide you through completing the mandatory settings.
1. Network Environment
Private IPv4 Address You must enter the server's private IPv4 address. If the server does not have a private IP, use the public IP address instead.
Public IPv4 Address If the PBX server has a static public IP address, enter it in the Public IPv4 field. If the server does not have a static public IP, leave this field blank.
These IP addresses must be accessible to your SIP clients, as the IP entered here will function as the SIP server IP for the PBX. This is crucial when a SIP client or IP phone registers to PortSIP PBX, and should be configured as the Outbound Proxy Server.
Cloud Deployment: If the PBX is deployed in the cloud, both Private IPv4 and Public IPv4 addresses must be entered.
LAN Deployment: If the PBX is on a local network (LAN), only the Private IPv4 address is required.
The loopback interface (127.0.0.1) is unacceptable for the private IP. Only the static IP for the LAN where the PBX is located is allowed (do not use DHCP dynamic IP).
2. SSL Certificate
To enable TLS transport for SIP and secure HTTPS access to the Web Portal and REST API, a trusted SSL certificate must be uploaded during this step.
Domain Setup: You will need a web domain. For example, you can purchase a domain from providers like GoDaddy and point it to your PBX’s IP address.
SSL Certificate: A trusted SSL certificate is necessary to avoid browser warnings. Recommended certificate providers include DigiCert, GeoTrust, GoDaddy, and others.
If you do not have a domain or SSL certificate, you can use your PBX’s IP address as the Web Domain and proceed with the default certificate. However, please note that PortSIP PBX uses a self-signed certificate by default, which will trigger most browsers to block the connection and display a security warning.
Certificate Providers: To purchase an SSL certificate, follow the guide: Preparing TLS Certificates for TLS/HTTPS/WebRTC.
You will have two certificate files if complete the steps in the guide: Preparing TLS Certificates for TLS/HTTPS/WebRTC.
portsip.key
portsip.pem
Configuring the Certificates
In this guide, we assuming use the domain uc.portsip.cc for the PBX web domain.
In the Web Domain field, enter uc.portsip.cc.
Open the portsip.pem file in a text editor (such as Windows Notepad), and copy the entire contents into the Certificate File field.
Similarly, open the portsip.key file, and copy its entire contents into the Private Key File field.
3. Transport Protocol
You can configure the transport layer protocol for SIP signaling by clicking the Add button. The default transport ports are as follows:
UDP: 5060
TCP: 5063
TLS: 5061
You are free to change these default ports to any preferred value but ensure that the new port is not already in use by other applications.
After adding a new transport protocol, be sure to update your firewall rules to allow traffic on the newly assigned transport port. The IP Phone and client app will use this transport and port to connect to the PBX.
4. System Notifications
To enable email notifications in PortSIP PBX for system alerts, you must configure the SMTP settings. Once a critical event occurs in the PBX, alert emails will be sent to the specified Recipients.
Generic
For other generic SMTP providers that are not Google or Microsoft, please set it up as per the provider's instructions.
Google
If you’re using Google’s SMTP server, ensure that less secure apps is enabled for your Gmail account. For more details, refer to Google's documentation:
Less secure apps & your Google Account
For the Google SMTP server, there are already preconfigured parameters; you will just need to enter your credentials and other personal information.
Microsoft 365
For the Microsoft 365 SMTP server, there are already preconfigured parameters; you will just need to enter your credentials and other personal information.
Step 3: Configuring Instant Messaging Service
Starting with version 22.0, PortSIP PBX introduces an Instant Messaging (IM) service, offering modern features such as group chat. The IM service requires a separate configuration step.
Follow these steps to configure the IM server:
Generate Token for the IM Server
Log in as the System Administrator to the PortSIP PBX Web portal.
Navigate to Servers > IM Servers.
Select the default server and click the Generate Token button.
Restart the IM Service
Go to Windows service manager, right-click the PortSIP Instant Message Server service, and choose Restart to restart this service.
Step 4: Reboot to Apply the Certificate
If you uploaded a trusted SSL certificate in Step 2: SSL Certificate (instead of using the default self-signed certificate), you need to restart the PBX to apply the change - just restart the Windows directly.
Now the PortSIP PBX is successfully installed, you can use https://uc.portsip.cc:8887 to access the PortSIP PBX web portal.
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