Getting Started › Installation

Server

Video tutorial: Installation and initial setup wizard

System requirements

Note

A central overview of all system requirements can be found at System Requirements.

Expansion stages

Operating mode - XPhone Connect as	User
UC solution incl. CTI and Presence and UM services	5.000 [1]
Directory service with fax	10.000 [2]
Directory service without fax	16.000 [2]

[1]

Of which 2,000 mobile app users.

[2] (1,2)

The number of database entries and database type as well as the number of faxes per hour are decisive for the maximum expansion level of the server. Fax release for over 5,000 users when using client-side rendering.

Resource need

Our CSM-Webtools also contain a tool for automatically calculating the required system resources.

Hint

These are general recommendations. Actual requirements depend on many factors. Some of the constraints are explained in the following sections. Some other parameters are difficult to quantify (e.g., hard disk performance, network performance, call behavior), so the recommendations must be adjusted in practice.

Virtualization

The following virtualizations are supported:

• VMware ESX / ESXi Server

• Microsoft Hyper-V

• Citrix Xen Server

Hint

Please also note our infrastructure requirements on the topic Virtualization.

Operating systems

• Microsoft Windows Server 2025

  • Due to a faulty mapi.dll from Microsoft, no MAPI connection is possible (i.e., no server-side calendar synchronization and no connection to Outlook contacts).

• Microsoft Windows Server 2022

• Microsoft Windows Server 2019

• Microsoft Windows 11 Pro und Enterprise

  • Approval for CTI/UM use, maximum 20 users

  • No support for XCC Call Control services: TeamDesk, Conference, AnyDevice, and XPhone Connect Mobile

Important

• Current service packs are required.

• The XPhone Connect Server must not be installed on a terminal server or domain controller.

• Inplace upgrades of Windows systems on which an XPhone Server is running are not supported. Instead, a complete Windows reinstallation with subsequent restoration of the XPhone Server data using Backup and Restore is required.

Microsoft Client Access License (CAL)

In addition, Microsoft CAL licenses are required to authorize the server to accept client connections under licensing law. There are several ways to achieve this:

1. Licenses can be acquired for each server so that any number of clients can be active in the network but only a certain number is authorised to connect to the corresponding server. This solution is often more useful if only one server is present in the network.

2. The licenses are acquired per workstation so that the workstation is able to connect to any number of servers in the network. This option is often more economical for several servers.

Microsoft server products usually contain a small number of client access licences.

Software components

These software components are required before the XPhone Server installation and are not part of the installation wizard:

• Microsoft .NET Framework: 4.8

  • Is activated as a feature by the Installation Wizard .

• Microsoft .NET Framework: 3.5 SP1

  • Is activated as a feature by the Installation Wizard .

• Microsoft Windows PowerShell 5.1

  • Installed by default in Windows Server. May be disabled.

• For MAPI with Exchange Server Subscription Edition: Microsoft Outlook 2024/2021 (32-bit)

  • Optional: Only required if MAPI functions are to be used.

These software components are required depending on the features to be used and operating mode, and are installed using the installation wizard.

• Microsoft SQL 2019 Express

  • If you want to use Microsoft SQL Standard/Enterprise, follow the integration guide.

• Microsoft .NET CORE

• Microsoft Visual C++ Redistributable

• Microsoft Visual C++ 2013 Redistributable

• OpenSSH

  • Optional: Only required if the XCC is outsourced to a satellite *.

• TE Systems XCAPI

  • Optional: Only if Unified Messaging features are to be used.

• SQL-Server Management Studio

• Wireshark

Browser

C4B tests the available browser version of :

• Mozilla Firefox

• Google Chrome

• Microsoft Edge

Hints

• Please note the System requirements before installation!

• Please activate the Printer queue (spooler) in the Windows services for Windows Server 2022 if you want to install the XPhone Fax printer driver. You should also set the startup type to Automatic.

  Otherwise, the XPhone Connect Fax printer driver cannot be installed.

• Parallel installation of an XPhone Connect Client on an XPhone Connect Server is strongly discouraged. This is not supported by C4B Support.

  However, should it be necessary to do so for test purposes, the following points must be taken into consideration during installation:

  • Only the XPhone Connect Client may be selected for the installation features; Outlook integration, fax printer drivers, etc. may not be installed as well.

  • During the XPhone Connect Client installation, the XPhone Connect Server service or other dependent tools must not be started.

  • The XPhone Connect Client must have the identical version of the server.

  • If the server or client is to be updated to a higher version, it must be ensured that all XPhone Connect software has been closed. Both client and server must both be updated to identical version before next use.

• The entire server directory must be excluded from the virus scanner. This is the default path, unless you have changed it:

  C:\Program Files\C4B
  

Installation

Attention

If you want to perform a major release upgrade from V9 to V10, follow the Upgrade documentation.

• Download the software from the C4B homepage <https://www.xphone-connect.com/de/service/software-download/>.

• Unzip the compressed file and start the XPhone Connect Server Setup from the directory:

  \XPhoneConnect_V10_X_XXX\Software\Server\setup.exe
  

If the operating system meets the requirements, the Installation Wizard will open, otherwise a message will appear.

Installation wizard

Start

The Installation wizard opens. If you do not use an approved operating system or the current service pack, the corresponding notification will appear. The following window appears if the operating system complies with the requirements:

MAPI selection

This shows you a selection of options depending on whether or which MAPI is already installed:

Tip

Please also note the MAPI integration instructions.

Operating mode

In the following window, you can select one of three operating modes:

• XPhone Connect as UC solution

  In this operating mode, you can use all features offered for XPhone Connect including directory services (XPhone Connect Directory).

• XPhone Connect as Web service

  This operating mode allows you to install the web applications on a separate computer.

  Tip

  Outsourcing web applications - Description for the installation of web applications (Analytics, Mobile, Meeting, UMSettings) on a separate computer (DMZ).

Note

• The XPhone Connect as Directory Service operating mode is no longer available. Instead, you can use Contacts by XPhone.

• A specially adapted installation is required for Contacts by XPhone, which reduces the configuration effort for Contacts by XPhone.

• Further information can be found on the Contacts by XPhone website and in the CbyX Administrator manual.

• If you want to migrate the XPhone Server in XPhone Connect as Directory Service operating mode to Contacts by XPhone, please follow these Migration instructions.

Installation mode

Furthermore, two installation modes are available:

• Complete

  All components required for operation of the XPhone Connect Solution are installed automatically. Necessary restarts of the operating systems are done automatically. Input from the administrator is not required.

• Custom

  The components required for operation of XPhone Connect can be installed by activating the setups manually.

Hint

If you want to use existing SQL server, select User defined as the installation mode.

Requirements

The components shown below are installed (user-defined or automatically) for XPhone Connect operation. During the complete installation, you have the option to cancel or pause the installation.

These components are automatically installed one after the other when you select the Automatic installation mode. With User defined you can have the components installed automatically one after the other via the Install all button or one after the other from top to bottom.

You may be prompted for a Windows system restart.

IIS

All required components of the Microsoft Internet Information Service (IIS) are installed on the next page:

Optional components

Select whether you want to install Open SSH.

SQL Server

The next dialogue installs two Microsoft SQL Server Express instances and possibly the SQL Server Management Studio:

• XPCONNECT

  In this instance, all data of the XPhone Connect Server is saved.

• XPANALYTICS

  In this instance, the data for the statistics module XPhone Connect Analytics is saved.

Hint

• Please always install the XPhone Connect Server with both SQL server instances suggested by the installation wizard, even if you want to operate it later with an external SQL server. If the XPhone Connect Server is missing the local instance for the Connect Server data during initial configuration, problems will occur when changing the account under which the server service is run. However, this is a prerequisite for access to the external SQL server.

  • Workaround: If the above-mentioned problem still occurs, you can also run the XPhone Connect Server Manager with another user account that has access to your own SQL server. If Windows does not offer the option Run as another user in the context menu, this can be activated in the registry. A description for this can be found e.g. here. The Server Manager user can now change the service account in their own database.

Attention

If you are using an outsourced SQL server: After the update/upgrade, check the Application Pool Identity of XPhoneConnectAnalytics in IIS Manager. It must contain an Active Directory user. Further information can be found in the chapter Outsourcing the SQL server - procedure for Analytics.

Telemetry

In this dialog you install Prometheus:

Hint

You can find out how to record and evaluate the telemetry data in the Telemetry chapter.

IP-CAPI

The IP-based CAPI XCAPI can optionally be installed on the following page. The installation is only required if you use the feature Fax or Voicemail. Please note that the corresponding licenses for XCAPI must be purchased from C4B.

XPhone Call Controller

The installation of Wireshark and Npcap is recommended. With npcap network traces can be created for the SIP gateways. These may be necessary, e.g. for support requests for XCC conferences or AnyDevice / Softphone. Only network information for the local port of the SIP gateway is recorded.

These trace files can be analysed with Wireshark

Tip

A Remote network trace is also possible with Wireshark.

Installation

Finally, activate the setup of the XPhone Connect Server:

Server setup

The setup for the XPhone Connect as UC solution operating mode now appears:

Select the features you want to use now. It is possible to add features with Control panel > Add Programs and features:

Here you can see all the features in detail:

Hint

Deactivate the features that you do not want to license or use. Otherwise, error messages may appear in the XPhone Connect Server and Windows Event Log when starting unlicensed features, for example.

After completing the setup, the XPhone Connect Server Manager is automatically called up, provided the corresponding option has been selected at the end of the setup. The XPhone Connect Server service is not started, e.g. to make changes to the database connection (atlas.xml) or to change the service account. If you do not want to make any settings to the service account, click on Start. Once the service has been fully started, you can begin with the XPhone Connect Server configuration. To do this, click on XPhone Connect Server under Administration. The Web-Administration opens.

Tip

When you open the web administration for the first time, the Setup wizard appears.