Installation of PortSIP PBX v22.3 Beta Version

Attention

This guide is intended exclusively for installing the PortSIP PBX v22.3 Beta version. Do not use this release in a production environment.

If you plan to deploy PortSIP PBX for production use, please refer instead to the installation guide for version 22.2.x.

Important Beta Limitations

  • Upgrading from any previous v22.x release to v22.3 Beta is not supported.

  • Systems installed with v22.3 Beta cannot be upgraded to the official v22.3 release once it is released.

Summary of Changes — PortSIP PBX v22.3 Beta

New Services and Features

  • Introduced the Data Flow Service Enables advanced analytics and reporting through real-time data processing. Includes:

    • All-new Call Reports

    • Enhanced CDR with additional filters

    • Redesigned Dashboards and Wallboards for queue and agent metrics

  • CRM Integration (initially supports Zoho and HubSpot; more CRMs to follow) Provides seamless synchronization between PortSIP PBX and CRM systems:

    • Automatic contact synchronization

    • Call logging and note-taking directly within the CRM

    • Ability to create and edit call notes

    • Unified interaction tracking from both the PortSIP PBX and PortSIP ONE App

  • CRM Contacts Category Introduced a new CRM Contacts section that categorizes contacts synchronized from connected CRM platforms.

  • AI Transcription Service

    • Integrated with AWS and Microsoft Azure to provide automatic transcription for calls and voicemails.

    • Transcriptions are viewable in both the PBX Web Portal and the PortSIP ONE App.

Administration and Access Control

  • Multiple System Administrators Support for creating multiple system administrator accounts.

  • New Administrator Roles Introduced two new predefined roles with limited permissions:

    • Operations Admin

    • Site Admin

  • Customizable Administrator Roles Administrators can now create custom roles to fine-tune access permissions, enhancing role-based access control and operational flexibility.

  • User Access Limits System administrators can set per-tenant limits on how many users can access:

    • The PortSIP ONE App

    • The Teams Phone App

Security and Compliance Enhancements

  • Recording and Voicemail File Protection Strengthened access control for recordings and voicemail files:

    • Each file now includes both a Public Link and a Private Link.

    • Private Links require credential verification and role-based permission validation.

    • Tenant admins can choose whether to push Public or Private Links to the CRM.

    • When a CRM user clicks a Private Link, credentials are required to verify access.

    • All accesses to recordings and voicemails are now logged in the Audit Log.

  • Enhanced Audit Logging Added additional filters and detailed tracking for administrator and user activities.

Telephony and Call Handling

  • Virtual Receptionist Security Added the option to block direct extension dialling from the Virtual Receptionist, preventing callers from bypassing menu options.

  • Queue and Ring Group Enhancements

    • Added support for Night Mode per IVR, Queue, or Ring Group.

    • Introduced Queue Exit Options for callers.

    • Added configurable Agent Wrap-Up Time after each call.

    • Added support for Periodic Announcements during queue waiting.

    • Introduced Agent Pause Codes for more accurate reporting.

  • Trunk Enhancements

    • Added support for the tel: URI scheme in trunk configurations.

    • Added configuration for maximum call duration per trunk.

    • Enhanced outbound rule configuration to support SMS routing.

  • Voicemail Improvements

    • Minimum PIN length increased to 4 digits for better security.

  • Call Routing Enhancement

    • If an extension declines a call, it will now follow the Busy Forwarding Rule.

Device and App Updates

  • New App Releases

    • Released the PortSIP Teams Phone App.

    • Released PortSIP ONE for macOS.

  • Device Support

    • Added support for Fanvil W620W, V50P, and V60P phones.

    • Added support for Yealink T7x and T8x phones.

    • Added support for Gigaset IP and DECT phones.

    • Added support for SNOM headsets in the PortSIP ONE app.

    • DECT phone handset names can now be automatically set to the Extension Name.

  • Power Optimization

    • Phones provisioned by PortSIP PBX now automatically disable power-saving mode to prevent missed calls.

  • Codec Configuration

    • Added the ability to enable or disable codecs for IP phones during auto-provisioning.

Connectivity and System Improvements

  • SMS Integration

    • Integrated with SMSGlobal for outbound and inbound SMS support.

  • IPv6 Support

    • The system now automatically adapts to IPv6 environments — no manual configuration required.

  • WebSocket Interface (WSI)

    • The WSI now supports subscribing to global queue events within a tenant.

Bug Fixes

  • Fixed issues related to the Diversion Header.

  • Other stability and performance enhancements across PBX core services.

About This Beta Release

To provide the powerful features, PortSIP PBX introduces two new components that require separate installation:

  • PortSIP IM Server – provides instant messaging and presence functionality.

  • PortSIP Data Flow Server – enables real-time analytics and reporting services.

Please follow the installation sequence below to ensure proper deployment:

  1. Install PortSIP PBX

  2. Install PortSIP IM Server

  3. Install PortSIP Data Flow Server

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