Quickstart Guide#

This Quickstart Guide walks you through the first steps to set up XPhone Connect.

Note

Version: XPhone Connect 10

Last updated: November 2025

Prerequisites#

Before starting the installation, make sure that:

The system requirements regarding Software, Resources, Virtualization, and Infrastructure are met.

Hint

Our CSM Web Tools include a tool for calculating the required system resources and firewall settings.
A supported PBX is available
You have administrator rights

Important

Upgrade from V9 to V10

If you want to upgrade an existing XPhone Connect V9 system to V10, please follow the detailed upgrade guide.

Installation#

Install server

Download the installation package and follow the instructions in the installation guide.
Install client

Install the XPhone Connect Client on workstations. For more information, see the client installation guide.

Note

If you want to install the client on a terminal server, please follow the special guide for terminal server installation.

Initial Setup#

After installation, perform the initial setup:

Open the Web-Administration (e.g., via Server Manager).
Follow the setup wizard
Configure the SIP gateways and CTI gateways for the telephone system or session border controller.
Set up the first user and assign a CTI line.

Licensing#

Activate your license as described in the license management.

Important

License requirement for version 10

This major release can only be operated with a currently valid Up2Date license or a valid XPhone Version 10 license.

New in V10#

XPhone Connect 10 brings numerous improvements and new features:

New Features and Improvements#

XPhone Connect 10 Mobile App - New version with improved performance and use of the WebClient API
XPhone Connect Desktop Client - Facelift - Modern design and improved user interface
Meetings - Completely new meetings and web meetings with computer audio
Enhanced Microsoft 365 contact integration - New contact sources: All Users, Private Contacts, Mail Contacts, and Shared Mailbox Contacts
Telemetry - Diagnostics and monitoring with Prometheus and Grafana for historical recording of performance counters
Client Logging - Improved centralized error diagnosis
Accessibility: Client and client documentation are now accessible
Documentation: Completely revised online documentation:
- Administrator Manual
- Client Manual (accessible)
Tools: New /tools folder on the installation media with diagnostic tools (ActiveDirectoryExplorer, ProcessExplorer, MFCMapi, PortTester, etc.)

Updated third-party components#

SQL Server 2022 Express Edition - New version
SQL Server Management Studio 20.1 - Updated
TE-Systems XCAPI Version 4.1.5 - Updated
WireShark Version 4.4.9 - Updated
Microsoft .NET - Windows Hosting Bundle 8.0.20 - Updated
VC++ 14.0 Version 14.42.34433.0 - Updated

A comprehensive list of all new features and bug fixes is available online in the release notes: https://www.xphone-connect.com/en/service/release-notes/

Important Changes (Breaking Changes)#

Warning

The following changes require your attention when upgrading from V9:

Mobile App: Switch from V9 to V10 mobile app required (V9 mobile app only for migration)
XCC: New IP address configuration must be set up
Windows Server 2016: No longer supported - migration required
Satellite: Debian 12 required - upgrade necessary.
Satellite: Port 4899/TCP (see Port list) must be enabled by the XPhone server for the satellite with XPhone Call Controller (for the Internal gateway).
Service account: Service account must be re-entered after upgrade (used, for example, to access Exchange, SQL Server, and network shares)
AnyDevice/Softphone lines: After updating the server to XPhone Connect 10, XCC and the XPhone server must be completely stopped and restarted via the Server Manager. Otherwise, the telephony function of Softphone and AnyDevice will not be reliably restored despite the “green” status of the lines in the web administration.

For complete details and step-by-step instructions, see the upgrade guide.

Important configuration notes#

Warning

XCC and SIP Gate IP addresses

Please note the changes in the configuration of XCC and SIP gate IP addresses. After an upgrade, be sure to check that these settings are correct.

For details, see: Upgrade instructions

Note

Outsourced satellite

If you have an external satellite, it must also be updated to version 10.

Note

TeamDesk Agent Permissions

In TeamDesk, agents can no longer configure call forwarding by default while logged into a hotline (XccAgentForwardingPermitted).

Next Steps#

After successful initial setup, you can configure additional features:

Create users manually or set them up via connectors
Configure CTI for desk phone integration
Set up contacts
Activate softphone for desktop telephony
Set up AnyDevice for flexible device control
Configure mobile for mobile devices
Set up meetings for phone or computer audio conferences
Set up voicemail
Configure presence

Additional Information#

For detailed information on all features and configuration options, the following resources are available:

Online Documentation:

Administrator Manual - Comprehensive administrator documentation
Client Manual - User manual (accessible)

Diagnostic Tools:

On the installation media, you will find helpful diagnostic tools in the /tools folder for error analysis and system diagnostics.

Additional Chapters in This Documentation:

Navigate through the individual chapters of this documentation for specific configuration guides and technical details.