Yeastar P-Series PABX Selfhost Software Edition (PSE) Guide

Key Points

• Setting up Yeastar P-Series PBX Software Edition involves installing the software, configuring network settings, and adding phones and trunks.
• It seems likely that adding a Fanvil X6U desk phone can be done via auto-provisioning, with methods like PnP, DHCP, or RPS depending on your network.
• Research suggests configuring SIP trunks is essential for external calls, and firewall rules must allow specific ports for communication.
• The process includes additional steps like setting up extensions and voicemail for full functionality.

Installation and Initial Setup

To begin, ensure your server meets the requirements for Yeastar P-Series Software Edition, such as running Ubuntu 20.04 or later. Obtain a 30-day trial license from the Yeastar Partner Portal and download the appropriate ISO image for installation. Install the PBX on your server, following platform-specific guides like Install Yeastar P-Series Software Edition on Hyper-V.

After installation, access the PBX web interface using the default IP (e.g., 192.168.5.150) and complete the Installation Wizard. Configure network settings, activate your license, set up a super administrator account, and localize the system with your time zone and language.

Adding a Fanvil X6U Desk Phone

Adding the Fanvil X6U involves auto-provisioning, which simplifies setup. Ensure the phone’s firmware is at least version 2.12.1 and the PBX firmware is 83.6.0.24 or later. Choose a method based on your network:

• PnP (Same Subnet): Reset the phone, connect it to the same network, and use the PBX to scan and assign an extension.
• DHCP (Different Subnets): Configure DHCP Option 66 with the provisioning link and enable Remote Registration on the PBX.
• RPS (Different Networks): Use Remote Provisioning Service with a public IP or Yeastar FQDN, requiring the Enterprise/Ultimate Plan.

Verify registration in the PBX under Auto Provisioning > Phones.

Setting Up Phone Trunks

To connect to external lines, create a SIP trunk:

• Go to Extension and Trunk > Trunk, click Add, and select Register Trunk.
• Enter details like username, password, and domain from your VoIP provider.
• Configure outbound routes to allow external calls and inbound routes to direct incoming calls to extensions or auto-attendants.

Firewall and Security

Ensure your server’s firewall allows these ports for PBX functionality:

Use tools like ufw on Ubuntu to open these ports, ensuring secure communication.

Additional Configurations

Create extensions for users under Extension and Trunk > Extension, set up voicemail for each, and optionally configure an auto-attendant for call routing. Test internal and external calls to ensure everything works.

Survey Note: Comprehensive Setup Guide for Yeastar P-Series PBX Software Edition

This detailed guide provides a thorough walkthrough for setting up the Yeastar P-Series PBX Software Edition, ensuring all components, including the Fanvil X6U desk phone, phone trunks, firewall rules, and additional features, are configured for full functionality. The process is based on official documentation and covers all necessary steps for a robust communication system, suitable for small to medium businesses seeking a self-hosted PBX solution.

Installation and Initial Setup

The first step is to ensure your server meets the system requirements for Yeastar P-Series Software Edition, which supports Ubuntu 20.04 or later and Debian 10 or later for virtual machines and on-premises servers. Cloud-based installations are also possible, but the guide focuses on on-premises setups for clarity. Check the System and Server Requirements for CPU, RAM, and disk space details.

To proceed, obtain a 30-day trial license from the Yeastar Partner Portal, which provides a license code via email. Download the appropriate ISO image based on your operating system and partitioning needs:

• Auto-install ISO (Ubuntu) for default partitioning.
• Manual-install ISO (Ubuntu) for custom partitioning.
• Manual-install ISO (Debian) for custom partitioning, noting Debian is only for virtual machines and on-premises servers.

Install the PBX on your server using platform-specific instructions. For example, on Hyper-V, enable Hyper-V, create a virtual switch, set up a virtual machine, and install using the ISO. Refer to Install Yeastar P-Series Software Edition on Hyper-V for detailed steps, which include creating a virtual machine and configuring network settings.

After installation, access the PBX web portal by entering the default IP address (e.g., 192.168.5.150) in your browser. If your network differs, you may need to adjust the IP during setup. Use the Installation Wizard to configure:

• Network settings: Set Ethernet mode (e.g., Single or Dual), IP address (e.g., 192.168.1.100), subnet mask (255.255.255.0), gateway (192.168.1.1), and DNS (192.168.1.1).
• Activate the license with the code from the portal.
• Set up a super administrator account with a secure username and password.
• Configure system time with the correct time zone and enable NTP for synchronization.
• Localize the system by setting language, region, and system prompts.
• Review and apply all settings, which may require a reboot.

This initial setup ensures the PBX is ready for further configuration, providing a foundation for adding phones and trunks.

Adding a Fanvil X6U Desk Phone

The Fanvil X6U desk phone can be added using auto-provisioning, which simplifies configuration and reduces manual setup. First, ensure the phone’s firmware is at least version 2.12.1 and the PBX firmware is 83.6.0.24 or later, as these versions support auto-provisioning methods like PnP, DHCP, RPS, and Provision Link. Check compatibility in the Auto Provision Fanvil IP Phone with Yeastar P-Series Software Edition.

Choose the method based on your network environment:

• PnP (Same Subnet): Ideal for phones and PBX on the same LAN. Reset the Fanvil X6U to factory defaults to clear previous settings, connect it to the same network, and log in to the PBX web portal. Go to Auto Provisioning > Phones, click "Scan" to detect the phone, select it, assign an extension, and click "Save." This method is straightforward and requires no additional network configuration.
• DHCP (Different Subnets): Use this if the phone is on a different subnet but within the same LAN. Ensure a DHCP server is configured in the phone’s subnet and communication is possible. Enable Remote Registration on the PBX under System > Network > Remote Registration. Add the phone by going to Auto Provisioning > Phones, click "Add," select Vendor: Fanvil, Model: X6U-V2, enter the MAC address, and set Provisioning Method to DHCP. Configure DHCP Option 66 with the provisioning link, ensuring the phone can fetch configurations.
• RPS (Different Networks): For remote locations, use Remote Provisioning Service, which requires the Enterprise or Ultimate Plan for Yeastar FQDN or a public IP with port forwarding. Enable NAT and Remote Registration on the PBX. Add the phone similarly, selecting RPS as the method, and reboot the phone. Enter credentials (Username: extension number, Password: Voicemail Access PIN) to complete provisioning.
• Provision Link: For manual setup, generate a provisioning link from Auto Provisioning > Phones, add the phone with Vendor: Fanvil, Model: X6U-V2, and MAC address, then copy the link. On the Fanvil X6U, go to Settings > Network > Provisioning, enter the link, and save.

After provisioning, verify registration by checking Auto Provisioning > Phones on the PBX web portal, ensuring the phone shows as "Connected." Some phones may require a manual reboot to apply configurations, so test by making a call.

Setting Up Phone Trunks

Phone trunks connect the PBX to external networks, such as PSTN via VoIP providers, enabling outbound and inbound calls. Create a SIP trunk for this purpose, as it’s the most common for software editions. Log in to the PBX web portal, go to Extension and Trunk > Trunk, and click "Add." Configure the trunk with:

• Name: Enter a descriptive name (e.g., "Main VoIP Trunk").
• Trunk Status: Select "Enabled."
• Select ITSP Template: Choose "General" or your VoIP provider from the list, if available.
• Trunk Type: Select "Register Trunk" for VoIP providers.
• Transport: Choose UDP (default), TCP, or TLS, noting TCP requires enabling SIP TCP Port in PBX Settings > SIP Settings > General > Basic, followed by a reboot.
• Username: Enter the SIP trunk username provided by your VoIP provider.
• Password: Enter the corresponding password.
• Authentication Name: Usually the same as Username, but customize if the device requires.
• Domain: Enter your VoIP provider’s domain (e.g., sip.provider.com).
• Trunk Number: Enter the DID number for inbound calls.

Save and apply the settings. To ensure functionality, configure call routing:

• Outbound Routes: Go to Call Control > Outbound Route, edit the default route, ensure the dial pattern (e.g., "x." for any number) allows external calls, select your SIP trunk, and include relevant extensions. Save and apply.
• Inbound Routes: Go to Call Control > Inbound Route, edit the default route, select your SIP trunk, and set the destination (e.g., an extension or auto-attendant). Save and apply.

This setup ensures external communication, with detailed steps available in Create a SIP Account Trunk.

Configuring Firewall Rules

Since Yeastar P-Series Software Edition runs on a server, firewall rules must be configured on the host to allow necessary traffic. The PBX uses specific service ports, listed in Manage Service Ports of the PBX, which are essential for communication:

Open these ports on your server’s firewall. For Ubuntu, use ufw:

• Example commands: bashCollapseWrapCopy

For other firewalls like iptables, configure rules to allow these ports, ensuring SIP and RTP traffic for calls, HTTPS for web access, and SSH for remote management. Note that the PBX itself has firewall rule settings under Settings > System > Security > Firewall Rules, but the server’s firewall is critical for external access.

Additional Configurations for Full Functionality

To make the system fully functional, configure additional features:

• Assign Extensions: Go to Extension and Trunk > Extension, click "Add," and create extensions for each user with details like extension number, name, and voicemail settings. Assign these to phones like the Fanvil X6U.
• Set Up Voicemail: Under Extension and Trunk > Voicemail, create voicemail boxes for each extension, enabling users to receive messages.
• Configure Auto-Attendant (Optional): For professional call handling, go to Call Control > Auto Attendant, create a menu with options to route calls to extensions, voicemail, or other destinations.
• Test Calls: Test internal calls between extensions and external calls using the SIP trunk. Verify inbound calls are routed correctly via the inbound route settings.

These steps ensure the PBX handles all communication needs, with options for remote access via Remote Access Service (RAS) for Enterprise/Ultimate Plans, enhancing flexibility for remote workers.

Final Notes and Considerations

Regularly update the PBX firmware for security and new features, accessible via the PBX web portal. If issues arise, consult the P-Series Document Center for troubleshooting guides. For remote setups, ensure NAT and port forwarding are configured on your router, as the PBX doesn’t support NAT internally, per Public IP and Ports Overview.

This guide covers all aspects for a fully functional Yeastar P-Series PBX Software Edition, providing a self-hosted, secure, and feature-rich communication solution.

Key Citations

• Yeastar P-Series Software Edition Installation Guide
• Auto Provision Fanvil IP Phone with Yeastar P-Series Software Edition
• Create a SIP Account Trunk
• Manage Service Ports of the PBX
• Install Yeastar P-Series Software Edition on Hyper-V
• Public IP and Ports Overview
• P-Series Document Center