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Yeastar Cloud PBX installation

Pre-installation Checklist for Yeastar Cloud PBX Installation

Gather necessary information

Determine the number of users/extensions required

Identify the existing network infrastructure and equipment

Understand the call flow requirements and call routing preferences

Assess network readiness

Verify network stability and bandwidth availability

Evaluate network security measures

Ensure compatibility with Yeastar Cloud PBX requirements (e.g., firewall settings, NAT traversal)

Prepare hardware and software requirements

Identify suitable server or cloud platform for Yeastar Cloud PBX deployment

Install necessary operating system and software dependencies (if applicable)

Ensure hardware compatibility with Yeastar Cloud PBX specifications

Plan for number porting and DID configuration

Determine the process and requirements for transferring existing phone numbers (porting)

Configure Direct Inward Dialing (DID) settings for external calls

Configure user settings and extensions

Create user accounts and assign appropriate roles and permissions

Configure extensions, including voicemail settings and call forwarding rules

Set up call routing and trunks

Define inbound and outbound call routing rules

Configure trunks for connecting to external service providers (e.g., SIP trunks)

Enable necessary features and applications

Activate desired features such as call recording, conference bridges, and auto-attendants

Integrate any third-party applications required for specific functionalities (e.g., CRM integration)

Set up security measures

Implement strong passwords and user authentication mechanisms

Enable encryption for signaling and media streams (TLS/SRTP)

Test and verify the installation

Conduct internal testing to ensure the system is functioning as expected

Make test calls to verify call quality, routing, and other functionalities

Provide user training and documentation

Prepare user manuals or guides for administrators and end-users

Conduct training sessions to familiarize users with the new system

Monitor and maintain the PBX

Set up monitoring and logging tools to track system performance

Regularly update firmware and software to benefit from new features and security patches

Note: This checklist provides a general guideline, and specific requirements may vary based on the organization's needs and existing infrastructure. It is recommended to consult Yeastar's official documentation and seek professional assistance for a successful installation.

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