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PortaBilling: User Manual

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1. N intervals of First interval seconds First price USD min Fixed Surcharge Custom times N intervals of Next interval seconds Next price USD min EE HE Unlimited until the end of the call Call Disconnect Duration Custom sec First Interval Next Interval Price Custom USD FirstPrice Next Price Rating Sequence Here you can construct the actual call charge plan by defining a sequence of time intervals and surcharges 1 Choose the element type from the list on the left Available 2 Fill in the element parameters such as interval duration price etc 3 Click the Include button to add this element to the formula Rate Formula Wizard for 446 UNITED KINGDOM Pe E ada i Save m Savesaose col O O o Interval sec Price USD min Interval sec Price USD min Next First Next First Next First Next 0 30000 0 40000 0 10000 0 20000 Increase call Edit Duration Less Than sec FER a Delete Default 100 300 900 longer than 900 Add Duration NOTE This option must be enabled in the config by doing so you accept the responsibility for any legal issues related to use of this billing feature o Duration Less Than sec Threshold for increasing call duration The system will choose the entry with the maximum applicable threshold Thus if there are entries with 180 300 900 and longer than 900 seconds see abov
2. gt Tied save E Save coe ete Logout Name Test Template Type Tariff Upload Y Media ac D As Copy Of PETTE E aaia tert CA Tariff Upload CSV Tariff Upload CSV Routing Tariff Upload CSV Volume Default CSV HE The logical name of the template object Type One of the following Invoice Tariff Upload Tariff Download Media One of the following media types CSV Comma Separated Values XLS Excel 2000 2007 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing 100 System Management JE Print format HTML PDF only applicable for templates of the Invoice type As copy of PortaBilling is supplied with a set of default templates for each type of document i e for both information upload and download Documents in print format i e invoices can only be downloaded from the system After selecting Type and Media the list will be populated with the default template always at the top of the list all existing templates with the current Type and Media formats will be listed under the separator Managed By default administrator only The template can be By only for assigned to a reseller so that it is visible in the list of Type available invoices on the Customer Self Provisioning web Invoice interface To enter editing mode for this template save your input using the Save amp Close button Next select the template
3. 31 PORTA Billing 100 System Management Envelope Window Size Location Placement TOP WINDOW 9 9903 3 7 8 x 8 7 8 BOTTOM WINDOW 3 5 8 x 8 5 8 ya From Left 7 8 From Bottom 5 8 TOP WINDOW 718 x 3 1 2 From Left 5 8 From Bottom 2 1 4 BOTTOM WINDOW 3 5 8 x 8 5 8 From Left From Bottom TOP WINDOW 9 13036 7 8 x 3 1 4 3 8 2 1 2 re From Lefi From Bottom 7 16 TOP WINDOW 9 13037 Sg From Lett From Bottom 2 1 2 BOTTOM WINDOW 3 7 8 x 8 7 8 1 A From Left From Bottom TOP WINDOW 19 13038 Ces BOTTOM WINDOW 3 7 8 x 8 7 8 1 1 8 x 4 From Left From Bottom NOTE Envelope 9 9903 3 7 8 x 8 7 8 is QuickBooks compatible BOTTOM WINDOW 3 7 8 x 8 7 8 Envelope Formats Europe Format Size mm Content Format 6 114 x 162 A4 folded twice A6 110 x 220 A4 folded twice 1 3 A4 C6 C5 114 x 229 A4 folded twice 1 3 A4 5 162 x 229 A4 folded once A5 4 229 x 324 DIN 680 specifies that a transparent address window should be 90 x 45 mm in size and the window s left edge should be located 20 mm from the left edge of the envelope For C6 DL and C6 C5 envelopes the bottom edge of the window should be 15 mm from the bottom edge of the envelope For C4 envelopes the top edge of the window should be either 27 or 45 mm from the top edge of the envelope 2000 2007 PortaOne Inc All rights Reserved www portaone com 3 g
4. Available funds 10 USD Real charge history 1x1x0 1 2999x1x0 2 Tanh Announced charge history 1x1x0 1 2999x1x0 2 Date and Time The date and time when the call is initiated Click on amp i icon to set the current time The YYYY MM DD opens a calendar that can be used to select a date Formula The rate formula used for the given destination Expanded Formula The rate formula with the real interval and orice values Charged amount Charged amount for test call Real charge history short description of how the Charged amount was calculated If the formula calculates the call duration based on available funds EE Announced credit The announced maximum call duration time Real charge history short description of how the Real credit time was calculated Announced charge short description of how the Announced history credit time was calculated O 2000 2007 PortaOne Inc All rights Reserved www portaone com 73 PORTA Billing 100 Adjusting Billing Parameters Volume Discount Plans Volume discount plans allows you to dynamically modify your rates depending on how much traffic a customer has already sent you For instance after he makes calls for 200 minutes charged at the normal rate he will get a 10 discount for every minute he calls over this limit A discount plan includes one or more discount schemes applicable to a certain destination group First 200 minutes for free then normal rat
5. 0 05 immediately Field Period Effective From Description Defines how often to apply the maintenance fee The maintenance fee will be charged on the first day after an account is used for the first time or on the date specified in the Maintenance Charging option and thereafter according to a specified period e g every week Only defined when a maintenance period is set the amount to charge any account using this product according to the schedule defined by the maintenance period Defines when the maintenance fee starts to be applied Accessibility Mes ww Edit SmartCall Prepaid Product DREES RRE tag Product Name SmartCall Prepaid Currency USD Managed By Administrator only General Info Online Signup Accessibility Node Subscriptions Notepad Access Code Info Digits Tariff Delete SC gateway Y USD SmartCall prepaid tariff vi sl 2000 2007 PortaOne Inc All rights Reserved www portaone com 800 service call 800 service call from a pay station AIOD listed DN sent 4NI failure coin or noncoin on calls using database access CPE inter LATA restricted inter LATA restricted coinless inter LATA restricted hotel intercept blank intercept regular intercept trouble multiparty line OUTWATS payphone using coin control signaling pots prison or inmate service private paystations private virtual network specia
6. Edit Abbreviated H To Dial Balance 10 00000 USD Customer Class Enterprise Subscriptions Notepad Description SIP Delete Kl 188 189 709 750 E LU LU E 777700088 777700089 1877916691709 16045673918 Gerard s Office Linksys Amanda s Office Linksys Amanda Lee Johns Gerard Johansen To add a new abbreviated dialing number click the H Add button and enter the following information Abbreviated 2000 2007 PortaOne Inc All rights Reserved www portaone com Description The number the end user will dial on his phone extension number The number that the call will be forwarded to You may enter the ID of one of the customer s accounts use the icon for a pop up window where you can see all of them or any phone number If you leave this field blank then the abbreviated number is considered to be a direct number or dial as is This is useful for making sure that special numbers e g 112 are never converted by other translation rules Note Phone numbers must be entered in the E 164 format Description of this abbreviated number e g Andrew s IP phone It to Dial represents the ID of one of the customert s accounts you will see the SIP lamp icon here It will light up if the account is currently being used by a SIP UA to register with the SIP server otherwise it will be oray 108 PORTA Billing 100 Adjusting Billi
7. 2000 2007 PortaOne Inc All rights Reserved www portaone com PORTA Billing 100 Introduction Introduction 2000 2007 PortaOne Inc All rights Reserved www portaone com G PORTA Billing 100 Introduction PortaBilling s front end design and functionality are simple and intuitive The web interface of the PortaBilling home page is the main point of entry to all system objects and tools Divided into five functional blocks the icons below link to pages containing tools for system management VoIP networking billing customer help and generating statistics Each second level page contains a link back to the home page GI E PortaBilling100 Main Menu gt objects Ir tegen Company Info Currencies System Load Access Levels Exchange Rates Database Users Mailing List Tariffs Connections Volume Discount Plans Representatives Subscription Plans ASR Templates Products Cost Revenue Destinations Custom Reports Destination Group Sets vendors Customer Classes vendor CDR Customers Customer CDR Unresolved CDR Nodes Trace a Call Invoices Route Categories Active Calls Routing Plans BE Log Viewer Test Dialplan SIP Log Viewer IP Phone Profiles Account Info IP Phone Inventory DID Inventory Cisco ATA Expert These are the five functional blocks Normal system maintenance tasks such as adding administrative users and maintaining the destinations anagement database Configuration of network c
8. Add Edit Customer The Add Customer page allows you to define a new client entity within PortaBilling The information required is divided into four tabbed sections Address Info Additional Info Payment Info and Self Care Info The information on the top of the form is required Information on all the other tabs is optional and need not be provided when creating the customer Once created the customer cannot be changed from a retailer to a reseller or moved under another reseller Customer Defines the customer name as it will appear in the Name PortaBilling system This is distinct from the Company Name field in the Address Info tab Blocked Blocks a accounts of this Customer Currency The currency must be specified by selecting it from the drop down list of available currencies Once saved the currency cannot be changed Opening The starting balance for this customet Balance This can be either Reseller or Retail The customer class assigned to this customer Class Address Info The Address Info tab provides most of the commonly required contact information The Send Statistics select menu is worth mentioning The default choice is Full Statistics whereby the customer receives an e mail after the billing period is closed with an attached CSV file containing all the calls made by his accounts If invoices are being generated for this customer an invoice will be attached to the e mail as well The CSV file
9. Download Wi Get default set upload PW Logout E tog gt ABCDEFGHIJKLMNOPQRSTUVWXYZ Country Subdivision Description Delete UNITED KINGDOM Mobile UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile oe Loe oe ae Lod Loe ad od Led Ll To edit an existing destination enter a prefix country or description i e proper mobile etc in the search field and click the corresponding button You can also select a country alphabetically from the top right hand part of the interface Choose the destination you wish to edit from the list by clicking the Edit icon The content of the row will be copied into the Destinations form above and the Save Edit icon el will appear in the first column Choose Subdivision from the refreshed drop down list and type in the Description if any Save your work by clicking the Save Edit icon Destination Access Levels Root or if ACL Full access O 2000 2007 PortaOne Inc All rights Reserved www portaone com 40 PORTA Billing 100 System Management includes Use country code during upload ACL which allows Can perform all types of operations with destinations read write except for manually specifying a country during upload operations on If Admin uploads a new destination the system chooses Destinations e g the appropr
10. Tariff The tariff used to calculate the cost of terminating calls via this connection A logical description of the connection Capacity The number of simultaneous sessions the connection can support This parameter is used only to correctly scale the load graph for the connection not for actual call handling this is done by the gateway itself Click to remove the connection The following two columns are visible only if you are using multiple protocols in your system and have the ShowConnectionProtocol feature enabled By default this option is turned off and every connection is assumed to be SIP capable only Field Description H323 Check if this connection is capable of handling H323 calls Check if this connection is capable of handling SIP calls Customer Classes A customer class is a definition of various properties e g invoice terms which can be easily applied to a large number of customers On the Customer Class Management screen you can view a list of all currently defined classes This list provides the following information 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA H Billing 100 Adjusting Billing Parameters Li Customer Class Management GCL Search Name Managed by Description Delete Enterprise Administrator only Enterprise Customer Class European Union Administrator only European Union Customer Class x North American Administrator only N
11. lt B 200 I P INVITE l B 200 T 100 trying gt gt B 200 I 100 Trying gt gt Ba 200 I 180 Ringing gt I Ba 200 T l tha 102 I 80 Ringing I lt Aa 102 T 180 Ringing Q gt Ba 200 1 200 OK l gt Ba Z00 I P 200 OK I lt Ba 200 34 ACK rtpproxy pre filling callee s address with 70 68 128 186 16458 G lt Aa 10Z T 200 OK G Hz Aa 103 B BYE lt Aa 103 B 200 OR lt Aa 103 B 200 0K rtvoroxv RTP stats 78 in from callee 79 in from caller rtpproxy session om ports 35132 35134 is cleamed up lt Ba ZO1 B BYE I lt Ba 201 B BYE l Ig Ra 201 R DR 1 May 14 10 17 GLOBAL ser RECEIVED message from 70 68 128 186 34714 INVITE sip 4008216 231 44 34 SIP Z 0 Via SIP Z 0 UDP 192 168 0 53 5061 branch z9hG4bK 4a8856d4 From autoprov 401 lt sip 12060000401 216 231 44 34 gt tag 13d16d295842930col To lt sip 4008216 231 44 34 gt Call ID ZleO0c9Zd 42c946d8 192 168 0 53 CSeq 101 INVITE Max Forwards 70 Contact autoprov 401 lt sip 12060000401 192 168 0 53 5061 gt Expires 240 User Agent Linksys PAPZ 3 1 7 LSd Content Length 428 Allow ACK BYE CANCEL INFO INVITE NOTIFY OPTIONS REFER lt B 200 1 P INVITE o Help Desk SIP Environment The PortaSIP node virtual SIP instance whose log files will be processed Call ID The SIP Call ID typical format is XXXXX some domain or XXXX
12. From To Description This report displays ten the most popular countries in which calls were made for specified customer in the specified time limit Customer An AA An AQ i i This report chooses the customer s or account s CDRs and sums SIME UT DE ag RE EE CDR charged amount CDR charged time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance with sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country Country Calls Minutes Cost UKRAINE 13636 79529 16 11524 58 UNITED STATES 6797 39320 07 1179 61 CZECH REPUBLIC 6754 38936 36 9734 03 Vendor CDR Reports The Vendor reports screen allows users to easily download all reports that have been defined for a vendor Reports for the desired vendor may be found by selecting the vendor from the list on the left side of the screen ot by entering the vendor s name in the search field and clicking the Search button The wildcard symbol ia may also be used 2000 2007 PortaOne Inc All rights Reserved www portaone com 143 PORTA Li Billing 100 Mes ww SIP to SIP X Telecom Vendor reports Download Options a Noy 2005 Mo Tu We ThEr Sa Su 4 123456 4 7 8 910111213 4614151617 181920 4 21222324252627 48282930 Mar 2006 Mo Tu We ThEr Sa Su 9 ERE ES 10 6 7 8 9101112
13. M Add Destinations to Group CZ Mobile gt save cose oMtogoukf P Prefix Coury Description li M Add Destinations to Group CZ Mobile DREES TECH E 420 Select Prefix Country Description 420 CZECH REPUBLIC Proper 4202 CZECH REPUBLIC Prague 42060 CZECH REPUBLIC Mobile 420601 CZECH REPUBLIC Mobile 420602 CZECH REPUBLIC Mobile 420603 CZECH REPUBLIC Mobile 420604 CZECH REPUBLIC Mobile 420605 CZECH REPUBLIC Mobile 420606 CZECH REPUBLIC Mobile 420609 CZECH REPUBLIC Proper 42072 CZECH REPUBLIC Mobile 42073 CZECH REPUBLIC Mobile 42077 CZECH REPUBLIC Mobile hf dt WR URB GI M Edit Destination Group CZ Mobile gt Wadd ase 4 togout EM tog Prefix country Description Jr ABCDEFGHIJKLMNOPQRSTUVWXYZ Prefix Country Description Delete 420601 CZECH REPUBLIC Mobile 420602 CZECH REPUBLIC Mobile 420603 CZECH REPUBLIC Mobile 420604 CZECH REPUBLIC Mobile 420605 CZECH REPUBLIC Mobile 420606 CZECH REPUBLIC Mobile 42072 CZECH REPUBLIC Mobile 42073 CZECH REPUBLIC Mobile 42077 CZECH REPUBLIC Mobile 42093 CZECH REPUBLIC Mobile 42096 CZECH REPUBLIC Mobile Lx Loe Led oe Loe od oe oe Coel od Lod 2000 2007 PortaOne Inc All rights Reserved www portaone com 45 PORTA H Billing 100 System Management EG Edit Destination Group Set X Telecom gt E add i Save fal Save amp Close amp Close Download 9 unload Logout
14. SELFIE Delete E A Telecom x After the destination group set has been saved click on the hyperlinked name to manage the destination groups included in this set Creating a Destination Group li Edit Destination Group Set X Telecom lt MEL al Save Case Si Download upload to Search Cement a Eclit Destination Group Name Prefixes Delete Oo i Edit Destination Group Set X Telecom gt E aaa a Save Clos E Downlaod unload Search sd Destination Group Name Prefixes Delete Here cz Mobile x Destination Convenient short name for the destination group e g Group Name UK Mobile This will be used to enter new rates for this group of destinations Prefixes List of prefixes included in this group For a destination group with many prefixes only the first few will be displayed Click on Destination Group Name to see a complete list of destinations belonging to this group 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 4 PORTA H Billing 100 System Management Managing Destinations Prefixes within a Group Click on the hyperlinked destination group name to edit its contents Click on l Add to add mote prefixes to the destination group GE A Edit Destination Group CZ Mobile gt fWaj ase 9 Logg Ed Log Prefix Country Description Jr ABCDEFGHIJKLMNOPQRSTUVWXYZ Country Description Delete i
15. containing all calls may be rather large so it is possible to use the 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing 100 Adjusting Billing Parameters Summary Only option In this case the customer receives only a brief summary e mail Finally it is possible to turn off e mail statistics by choosing the Do Not Send option Also note that you may enable your account manager to receive a copy of every e mail sent to the customer by entering his e mail address in the BCC field Maintenance The Maintenance tab allows the administrator to correct a customet s balance this tab is only available in Edit Customer mode Mes ww Edit Customer gt Tid save i Save dose chose cons Accounts Woot Log Customer Name EasyCall Ltd Blocked OD Type Retail Opening Balance 0 00000 USD Balance 10 00000 USD Customer Class Enterprise el Address Info Maintenance Additional Info Payment Info User Interface Periodic Payments Call Features Abbreviated Dialing Subscriptions Notepad Action Manual payment Amount 29 99 Visible Comment Manual payment Internal Comment Action Description redit customer balance Use this when receiving a payment from the Customer A Manual ayment will allow the customer to make more calls Action O 2000 2007 PortaOne Inc All rights Reserved www portaone com Manual Charge Debit increase t
16. Add in the toolbar The following information is provided within the listing Column Description edit screen for the given node h323 id Registered H 323 ID of the node gt IP IPaddressofthenode Oo Manufacturer O 2000 2007 PortaOne Inc All rights Reserved www portaone com 18 23 Ce Choose Cisco Quintum PortaOne or another from the drop down list depending on the manufacturer of the equipment Select what role the node plays in the network from the drop down list The options are as follows according to Cisco naming conventions vorP GW the node functions as a gateway H323 Gw the node is an H 323 proxy H323 GK the node is an H 323 gatekeeper PortaSIP PortaSIP server PortaUM PortaUM server MVTS Mera Networks VoIP Softswitch PORTA Billing 100 Networking Add Edit Node GIG Edit Quintum Node gt Jisave isaveadose dose Logout l Bis Node Name Quintum h323 id Quintum z Manufacturer Quintum v VolP Password cisco y Type VOIP GH v NAS IP Address 192 168 0 3 S RTP Proxying Direct Jl Hostname myhost VolP User Name User Name vi Domain mydomain com Telephony User Name Calling Station Id Auth Transl Rule RADIUS Client RADIUS Key peb7ladt F RADIUS Source IP 192 168 0 3 RADIUS Dictionary Quintum In order to register a new node in PortaBilling or edit an existing one the following information must be provided Field
17. By Administrator only General Info Maintenance Fee Online Signup Accessibility Subscriptions Notepad Edit Subscription Delete kel SmartCall subscription i x Traveller s Plus x NOTE The Subscriptions tab is invisible in Add New mode and will appear only when editing an existing product To add a new Subscription entry 1 click the amp Add button 2 choose a subscription plan from the drop down lists 3 click the lal Save button Online Signup Online signup allows automated creation of accounts and customers if necessary when an end user fills in a subscription form and payment card information and then having successfully completed the subscription process receives the credentials necessary to make phone calls 2000 2007 PortaOne Inc All rights Reserved www portaone com 96 PORTA H Billing 100 Adjusting Billing Parameters E 4 Edit SmartCall Prepaid Product gt fa save saves cise i rater ost Product Name SmartCall Prepaid pr Currency USD Managed By Administrator only General Info Online Signup Accessibility Subscriptions Notepad HTTP REFERER https derno portaone com subscribe html Validation Module Continue URL https demo portaone com finalize_signup html Numerous online signup frontends can be developed using a combination of the HTTP REFERER and Validation Module fields
18. Custom Invoice Number E Insert Row Company Name From To D Insert Col Company Addressl February 1 2006 February 28 2006 H Remove Row Company Address2 D Remove Col Company Address3 B send Back Company Address4 Previous Balance Th Bring To Front Company Country B Clone Company Phone Charges this period 90 18 USD Company E mail Company Web Total due 85 49 USD Company TaxID Customer Company Name Layout Designer LD Quick Start To launch click the Layout Designer button on the Media tab in the Template Management window The sliding toolbar on the left side provides most of the controls for manipulating content in the editor window There are three different states for most of the toolbar icons normal active and not available Normal Click to activate Active Click to deactivate Not available Add Picture Click to select a picture e g your company logo from a file select window Click the Open button to place the picture on the worksheet To remove the picture right click on it and choose Remove Another way of deleting a picture is to press Delete on your keyboard D Lock Aspect Fixes image proportions during scale operations Preview Click to preview your work in a browser window Add Table Click to place a table on the worksheet A table can be removed by using the context right click menu or by pressing E Delete on your keyboard Click the table cell to make it active
19. E Log Search Edit Destination Group Name Prefixes Delete E CZ Mobile 420601 420602 420603 420604 420605 420606 42072 42073 42077 42093 42096 x 2000 2007 PortaOne Inc All rights Reserved www portaone com AG PORTA E Billing 100 3 Networking 2000 2007 PortaOne Inc All rights Reserved www portaone com Networking 41 PORTA Li Billing 100 Nodes Networking The Node Management screen enables registration removal and maintenance of the gateway list Nodes are gateways which provide accounting records to PortaBilling or exchange authentication authorization requests with it On this screen the user is provided with a list of all nodes currently registered The search form at the top of the screen allows filtration by any combination of H 323 ID IP address and or whether or not the node is a Radius client Providing any of this information and selecting Show Nodes will refresh the Node listing according to the new filtration criteria Mes M Node Management gt E aa aose togoutf Big RADIUS Client Oves Ono Ga Name Mera Cisco GW PortaUM Quintum h323 id IP Manufacturer Type RADIUS Client Delete 192 168 0 1 192 168 0 1 Mera MVTS cisco 192 168 0 5 Cisco VOIP GW PortaUM 192 168 0 11 PortaOne PortaUM Quintum 192 168 0 3 Quintum VOIP GW Demo PortaSIP sip 192 168 0 10 PortaOne PortaSiP To add a new node to the system click LS
20. Field Description Destination Destination prefix May be entered directly e g 47 for Norway or you can access the destinations directory by clicking the Destination link In the destinations directory pop up window you can search for the desired prefix by country name Country corresponding to the current destination Off peak First billing unit in seconds for off peak time First interval 2000 2007 PortaOne Inc All rights Reserved www portaone com 6 g PORTA H Billing 100 Adjusting Billing Parameters Next interval Price first Price next Effective Exact time when the rate becomes effective Click the amp Time icon to make the rate effective immediately Click the DD MM YYYY link to set up the desired date using the pop up calendar Sege I E Indicates if this rate uses a call rating formula The fs icon indicates that there is no formula thus old style rating is used The icon indicates that the rate already has a formula defined Click on the icon to invoke the call rating formula wizard Rate Hidden This means that the rate is excessive Ea Properties there are usually more than 500 rates for Argentina mobile because of different prefixes This flag does not affect usage of the rate by the billing engine It simply indicates that this rate may be omitted when making a list of rates for the end user i Discontinued Note that marking a rate as discontinued takes effect immediately you
21. Group Set europe vi Counter Reset Once in billing period Oh Description Europe first 500 minutes for free The logical name of the discount plan object Managed By By default administrator only The plan can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web interface Currency Indicates which currency is used for billing calculations All discounts in a plan are to be defined in this currency A discount plan can only be assigned to customers accounts and products using the same currency Destination Discounts can be defined for individual groups e g Group Set US amp Canada Asia Western Europe within this set Once chosen during discount plan creation they cannot be changed later on Counter Each discount has internal counters associated with a Reset cotresponding account or customer These counters store the current value in minutes or charged amount of calls made to a specific destination group The counters go up according to the customer s or account s billing e Never means the plan counters will never be reset zeroed This is convenient if you wish to provide a special promotion such as 500 free minutes of calls to Western Europe In this case the counter will always go up and the normal rate will be applied after it reaches 500 minutes Once in billing period means the counters of the plan will be reset when the
22. IP Another Call ID The Call ID used to trace callback calls when one logical call consists of several independent SIP calls Search log file for The day when the call was made Include log file for the This option extends the search by adding previous day in the the previous day search Output format Raw text log or with diagram Show call attempts for Displays all call attempts on this node so last that you can find the call id for a call and use it to obtain log information 2000 2007 PortaOne Inc All rights Reserved www portaone com 128 PORTA E Billing 100 Help Desk Account Info The Account Info page is provided for Help Desk staff responsible for answering questions from account holders The interface requires the account holder to give the Help Desk an account ID or a batch and control number The Help Desk operator can also browse CDRs for this account by selecting the Browse CDRs Alicon DS Accounts of Retail Customer EasyCall Ltd gt 18 chose Account ID Customer Advanced 10 EasyCall Ltd bd ANY vi Show Accounts search Pages 1 2 3 CDRs Account ID Idle days Currency Balance Credit Limit Type Product Batch Status SIP 1000516698 37 USD 7 16000 Credit Prepaid Cards cards 2007 01 1000616333 Ze USD 4 92567 Credit Prepaid Cards cards 2007 01 1003452093 21 USD 9 20000 Credit Prepaid Cards cards 2007 01 1004055556 USD 0 00000 Credit Prepaid Cards cards 2007 01 10
23. MP countries 2006 10 17 00 00 00 Weekly 2006 10 09 14 46 01 GE Click H Add to create a new report by choosing the type of report one of the pre defined types and whether this report should be created as a clone of some existing report inheriting all parameters defined in that report or just as a blank copy Press lal Save to proceed in defining the repott Ea Add Query DEER LH Type Most Popular Destinations W As copy of DEFAULT QUERY V Description This report displays ten the most popular destinations in which calls were made for specified customer in the specified time limit This report chooses the customer s or account s CDRs and sums CDR charged amount CDR charged time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance with sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country KOU TTT 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 38 PORTA Li Billing 100 GE 4 Edit New Query query Statistics gt tel Save i Save amp Close Rumer LI Logg Loo Name New Query Timezone Auto Report Type Most Popular Destinations Query Info Input Parameters Output Formats Send Report To Owner Ikzhilenko port Send Copy To Description On
24. Node Name The logical name of the node for use within PortaBilling Node ID Node identifier used by the terminating node within your A network of trusted nodes in order to identify the originating gateway which is attempting to send a call Enter the ID used for this node The default behavior is to authenticate a node by its IP address however this may be changed if you use your own custom application to handle incoming VolP calls This field is available only if Node ID is enabled in advanced features If you are not sure what value to choose enter the same value as in the NAS IP Address h323 id The H 323 ID which the gateway is configured to use correct H 323 ID is important if you use node authentication normally via GK and proxy GK billing Even if you do not use GK proxy billing make sure the value you enter here matches the hostname parameter configured on the gateway since that value is returned from this node in the h323 gw id attribute and the ability to match these values with data in billing sionificantly simplifies troubleshooting VoIP The password which will be used for remote IP PPassword authentication of calls originated on this node If you are using the Cisco default app remote ip authenticate enter cisco here NAS IP The IP address of the node Address O 2000 2007 PortaOne Inc All rights Reserved www portaone com 49 PORTA Billing 100 Networking Hostname The internet ho
25. Parameters name will be used The uploaded music will replace the previous entry in the list and is usually enabled within 10 minutes The language the user prefers when interacting with an IVR application Specifies the number to be sent back to the IVR in an authorization confirmation For example this might be a redirect to a technical support number in an IVR application Another example might be a quick dial number for prepaid accounts In this case the redirect number may be maintained via web self provisioning Activate the follow me service for this account Allows the account user to access the unified messaging system See the PortaUM Administrator Guide for more details How long the IP phone will ring before a call goes to follow me numbers if any or voicemail Volume Discounts Tab Information about discounts used and remaining is shown grouped by Destination Group names Each name represents one group included in the volume discount plan assigned to the account The threshold value for the currently used discount level When an account s internal counter reaches this value the next level discount will start to be applied according to the discount scheme When the counter reaches the last numeric threshold value it will be shown here N A means that there is no numeric threshold defined in the scheme or no scheme has been defined at all The current value of the account s counter associated with this destin
26. PortaBilling is integrated into back office CRM for calculating commissions and the like Each sales representative is assigned initials Their names and initials appear on sales forms allowing you to associate specific sales reps with specific sales in order to track their income E 4 Add Representative Representative Peter Smith Currency USD US Dollar vi Initials PS S Is Inactive Managed By Administrator only Y Categorizing and Defaults Tax ID lt 2000 2007 PortaOne Inc All rights Reserved www portaone com 31 PORTA Billing 100 System Management E 4 Representative Management gt 0 ada cose 0 om togout tog Managed By Search ae si ers Initials Name E mail Managed By Status Delete MK Mykola Kachan BestDeal Reseller x PS Peter Smith Administrator only sl NOTE Once a new representative is created the Currency and Managed By properties cannot be changed Templates The purpose of templates is to maintain all data uploaded to and downloaded from the system Templates automate the processing of user input and create customized output in various data and media formats e A Read more about using the templates functionality in the PortaBilling Template Guide available for download from www portaone com support documentation Add a New Template To add a new template select the l Add button i 4 Add Template
27. Read about How to configure online web signup in the PortaBilling Administrator Guide Vendor Management Vendors are your service providers for example termination partners or incoming toll free line providers Every time a call travels from your network to a vendor via telephony or VoIP there is a cost associated with it and at this point PortaBilling will charge the account and customer for the call as well as calculate your termination costs On the Vendor Management screen you can view a list of all registered vendors This list provides the following information and activities BEG Vendor Management pe Baddj ose 0 togout El bog Search CDRs Name Connections Currency Balance E mail Delete LO British Telecommunications GBP 0 13750 info btcom O wo USD 1110 12000 admin meicom Is O Teleglobe USD 234 55000 x CDRs Click the View icon to go to the CDR view page for this vendor Name The vendor s name z m Connections Click the connections icon to be taken to the connections management page for this vendor Read more in the Connections section below Currency The currency in which the vendor s account is maintained and paid The vendor s current balance E mail contact for the given vendor Click the delete X icon to remove the vendor The 2000 2007 PortaOne Inc All rights Reserved www portaone com 87 PORTA Billing 100 Adjusting Billing Parameter
28. Use From the Exchange Rate Source drop down list choose Manual yahoo com or xe com The specific exchange rate is defined on the Exchange Rates page available from the PortaBilling home page The next drop down list shows all payment systems registered by the system s administrator Choose one which will be responsible for all payments in this currency using the payment methods chosen for it If this is not required select an empty value It is possible to add multiple combinations of the same currency with different payment systems in this case all of them will use the same exchange rate source 2000 2007 PortaOne Inc All rights Reserved www portaone com 5 g PORTA E Billing 100 Me e GY Adjusting Billing Parameters Currencies gt B add H Save amp Close objects Log Logout Biog ISO 4217 alpha Hame EUR EUR USD 978 euro 978 euro Please note that 840 US Dollar Search Ceurency C currency Name Country Dec digits Exchange Rate Source Payment System Minimum Payment Method p Se Major Minor Delete v v 2 2 2 1 00000 1 00000 1 00000 Euro euro cent XE com MyAuthorizeNet le Euro euro cent XE com x MyLinkP oint dollar cent Manual MyAuthorizeNet Choosing ZE COM as exchange rate source you agree to the XE COM Terns of Use it is not allowed to h
29. Web Password VoIP Password Account Balance Time Zone Redirect Number Blocked Status and Preferred Language When making such changes Help Desk staff should also provide a comment detailing the reason for these changes for example user unable to call due to network outage credited 5 Changes may be confirmed by clicking lal Save or ml Save amp Close 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 99 PORTA Billing 100 Statistics a Statistics 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 30 PORTA Billing 100 Statistics Graphs The default timeframe for all graphs is 30 hours The dates above the graph are the boundary timeframe for the current graph If the graph is shown in more than one color a legend for color use will be displayed below the graph If there are two graphs captions will be provided on the left The use of navigation is explained in the table below Zoom Out Click the icon or the top part of the graph to see a 50 longer time interval Zoom In Click the icon or the bottom part of the graph to see a 50 shorter time interval and a more detailed graph Back in time Click the icon or the left part of the graph to move back in time by 50 of the current timeframe Forward in time Click the icon or the right part of the graph to move forward in time by 50 of the current timeframe Reports The middle portion of the report screen
30. a customer for a price For example you decide to sell calling cards with 10 cents minute calls to the Czech Republic for calls to a local access number in New York and 15 cents minute 50 cent connection fee for calls to a toll free line In this case your product will include two types of service e access via the local New York number and e access via the toll free line with price parameters associated with each service Accessibility is the main component of a product definition It specifies where your customers are allowed to use a service and how they should be charged for it Accessibility allows you to specify three parameters to define an access point 1 The gateway on which the service is used What is the exact meaning of gateway in this context For example if a customer calls to gateway enters his PIN and makes an outgoing call which is terminated on gateway B is he using the service of gateway or B or both The correct answer is that the service is said to be provided at the point where authorization is performed In the example above since PIN authotization is performed on gateway A then it is gateway which must be listed in the accessibility 2 Identification of the access number method on that gateway This parameter allows you to use different types of services on the same gateway for example according to the access number the customer has dialed Access number is a very common case in
31. available to the Root user when selected it shows the object properties as seen in the illustration below These object properties can be used by the administrator when configuring access levels for certain users in the system See the Access Levels section for more information DS Representative Management PETTEE CI Log Managed By Search En Si Initials Name E mail Managed By Status Delete OK Test Administrator only x vr O 2000 2007 PortaOne Inc All rights Reserved www portaone com 10 PORTA Billing 100 Introduction E 4 Representative Management EK omes To WebForms Representatives Representatives i customer Representatives Managed By Search am ex Representatives initials Representatives name Representatives email Representatives i customer Representatives Representatives Initials Hame E mail Managed By Status Delete OK Test Administrator only x Sorting Tables Connect Disconnect Duration on i Ac Time Time min sert atch 24 Aug 2002 24 Aug 2002 DEG 01 35 35 atch 23 4ug2002 23 Aug 2002 20 51 50 21 30 12 This feature is available for all CDR browsers in order to sort the displayed information according to different criteria where necessary The table header cell with the orange triangle shows the sorted row triangle pointing downward indicates descending order while a triangle pointing upward means ascending order Sort
32. basic functionality of this update pane allows users to specify which attributes of all accounts in the results set should be modified For example in order to increase the balance of all accounts by 10 USD users should o Check the box next to Refund Charge to indicate that this is one of the updates that should occur o Enter 10 next to Refund o Click the Update Batch button at the bottom and O Approve the changes when the confirmation dialog appears 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 0 PORTA Billing 100 Adjusting Billing Parameters When the page refreshes the changes will be reflected in the result listing NOTE If you perform a balance adjustment before an account IS used It will be regarded as a change to the opening balance and will not be reflected in the CDRs For example if you create a prepaid account worth 10 then realize you have actually sold it to the customer for 20 and so add the extra 10 to the card it will look to the customer as if the card originally had 20 on it Advanced Search In advanced search mode you can specify an unlimited number of search conditions and the system will fetch the relevant accounts Click on 4 Add a new search condition to add another condition i A Accounts of Retail Customer ABC Shuttle Ltd add E Account Generator B aese oe Account ID SIP Status Back to any any x simple search E Add a new se
33. cannot discontinue a rate sometime in the future Forbidden This means that no calls are authorized for this particular destination Delete Click the delete icon to delete this rate Only rates which are not yet active can be deleted DS Mera Systems tariff rates gt T ada i save L dose Bra 0d toget Bis Effective From Destination nor y Country Routing Interval sec Price USD min 1 Effective From Edit Destination Sg i vw mn oo LA fig delete Description Route Category Preference Huntstop First Next Piret Next o Peak Off Peak E 446 UNITED KINGDOM Peak Default 1 1 0 30000 0 40000 2006 05 10 Mobile Off Peak Economy 1 1 0 10000 0 20000 21 14 52 The following columns are available only for tariffs of the Routing type Route Route category selected from among those already Category defined If you do not wish to use different route categories use the Default one Routing priority for this destination 10 is the highest 2000 2007 PortaOne Inc All rights Reserved www portaone com 69 PORTA Billing 100 Adjusting Billing Parameters priority 0 is the lowest i e do not use this destination for nm routing at all Huntstop If turned on the billing engine will not try any routes for other vendors with a lower preference Click the el Save icon to save your changes NOTE Off peak fields appear only if an off peak period has been defined for the tariff
34. customer s next billing period begins If you have defined a first 500 minutes for free discount then the customer will have 500 free minutes in every billing period month week etc Once chosen this setting cannot be changed later on Short description of discount plan 2000 2007 PortaOne Inc All rights Reserved www portaone com 7 5 PORTA Billing 100 Adjusting Billing Parameters Defining Discounts for Individual Destination Groups After a volume discount plan has been saved the Discounts tab will become available To add a new discount to the plan click the H Add button An existing discount can be edited by clicking the Edit Ll icon on the row containing its details i h Edit Europe free 500 min Discount Plan fr E aaa ta Save il savencose Odo Logout B tog Plan Name Europe free 500 min g Currency USD Managed By Administrator only General Info Discounts Edit Destination Group Type Discount Scheme Delete lal Eastern Europe Volume min 0 500 100 500 unlimited x Eastern Europe Volume min 0 500 100 500 unlimited 0 gt Destination Enter the name of a destination group manually or click Group the column header link Destination Group to choose a group from a searchable list inside the pop up window Select the threshold type will you use thresholds based on the charged amount or on the total call time e Amount means the threshold
35. global reports for the environment e g Cost Revenue Report will be generated Reconciliation One of the following daily weekly bi weekly or Period monthly This will also set up the periodicity of the Unresolved CDR Reports See the Statistics section below Locally designated tax number Currency The company s internal currency You can use different currencies for your customers or vendors but Cost Revenue Reports will be generated in this currency The value for this parameter is set permanently for the new environment and cannot be changed later Payment Systems The Payment Systems tab lists all existing payment systems and allows you to enter information related to payment gateways used to receive payments from customers One or more payment systems may be utilized for electronic payments In order to make use of these services you must first register with one of the currently supported merchants as shown below VirtualNet gt VirtualNet Assist wwwassistru S Supported means that a corresponding Business OnlinePayment plugin module is available at www cpan org This does not guarantee that the module will support all the required features and some extra work may be required to integrate it into the solution and perform testing Please contact support portaone com for a current list of payment modules which have been thoroughly tested and work out of the box such as AuthorizeNet Pay
36. id swencose aose O O ooo Threshold min Discount Dele Unlimited 20 200 0 J H 500 10 x H Unlimited 20 Threshold The threshold value is measured either in currency units or time units minutes according to the type of discount The value entered must be numeric with a period allowed and greater than zero To provide a special unlimited value for the threshold check the Unlimited box You cannot have two discount rows with the same threshold values Discount The percentage discount value must be numeric with a period allowed in the 0 100 range A 0 discount means standard rate applied while a 100 discount means tree call The billing engine decides which discount is to be applied depending on whether the counter for the given destination has reached one of the defined thresholds Note that the charged amount counters record charges as they are defined in the tariff i e before a volume discount is applied If there is no Unlimited threshold discount and the counter exceeds the last i e biggest threshold any further calls will be billed according to the standard tariff rate For example Discount type Volume minutes The discount is defined as 0 100 50 100 200 20 200 unlimited 10 2000 2007 PortaOne Inc All rights Reserved www portaone com 77 PORTA Billing 100 Adjusting Billing Parameters The first 100 minutes are billed at
37. is a one year calendar PortaBilling keeps reports for one year after which they are removed from the system The current month is displayed in the bottom right hand corner of the calendar Look at the following diagram of a calendar i 2 345 1 If present this arrow notifies the user that a report for this month is available for download by clicking the month link 2 Three letter abbreviation for the month followed by the year 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 31 PORTA Billing 100 Statistics 3 If present this arrow notifies the user that two semi monthly repotts are available for download by clicking the links on the right 4 Click this icon to download statistics for the first half of the month 5 Click this icon to download statistics for the second half of the month 6 The number of the week in the current year No report was generated for this week so there is no link 7 Same as 6 but here a report has been generated and may be downloaded by clicking the link 8 The day of the month No report has been generated so the link is inactive 9 Days with linked reports are bolded and underscored Click to download the report If a report is available the corresponding link is bolded and underscored NOTE Links are not displayed if reports have not been configured System Load The System Load graph provides a general overview of the billing system status in terms
38. names mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 PORTA Billing 100 Introduction Table of Contents PO UST ag UE 5 How to Get Technical Aeetstance 5 Hardware and Software Requirements uu cece cece 5 1 ou jr 6 PraleN 8 EFN nn 9 2 System Management uuaqaqaqqqqaqqs s sssssssssssiitte 14 Soano EE 15 Access Levels nnnnnmnvssvsssesseeeeeeissseeeiseee 20 EE NNN 26 MEG LE Aven 31 Gods 116 5 EEE ER EE 31 FANN 32 PENN 39 Destination Group Sets i n mmunemmmmssssssservsnnnsssseeeeeiin 43 3 Kelly Ile BEE 47 NI 48 ROULE A OS EE 51 ROUGNO al fs me 51 DNM 53 IP od 01 JE vEo 53 vde Eg FEE 55 OTEREN 56 4 Adjusting Billing Parameters een 57 Mn 58 2 10 Ga ee 60 TN 61 Volume Discount blans 74 SUL ee 181 8 18 2 EEE 79 Pl E 83 TM 87 EE 90 eu JOE ee 93 Customer Management Lu sseecsmseeeskuereamnemesdeanerer 96 Account Management NEEN 109 5 Help e 122 ME 123 7 gl LV e ER ME yr er 125 EEE 126 tee ei in og ao E 129 O SOCS EE 130 e Se EE a EEE NE 132 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing 100 Introduction Bl Re 0 En Cl WEE 133 CONDE ON a EAE AA OE E 133 DS EE 134 Ge EE EE OS 137 Custom EE 138 Vend r CDE Ri ONS Ledet 143 Customer CDR Ne EC 144 WIRES OI OG COR vr 144 N
39. obtain a summary of depleted practically unusable accounts How it works An account user could have a very small balance e g 0 015 This is not enough to make calls to most destinations except perhaps calls to technical support and certain local calls Thus even though the account s balance is not yet zero the account is basically unusable and the customer will probably never use it The administrator is interested in how many accounts are in this state i e how many accounts are depleted Account Which ACL should be assigned to new accounts created efault ACL with this product Default Which Discount Plan will be used with all the product s Discount accounts by default Plan Info URL URL to an external website describing product features Customers can access it by clicking on the Product Info link in the main menu of their self care interface EE EE 2000 2007 PortaOne Inc All rights Reserved www portaone com g 4 PORTA Li Billing 100 Adjusting Billing Parameters Maintenance Fee In most cases YOU will use subscription plans rather than maintenance fees to apply periodic charges to your customers Mes ww Add Product Pe ser gade taco Product Name Managed By Currency usp US Dollar SmartCall Prepaid Administrator only vi General Info Maintenance Fee Period Fee Effective From MM DD v Weekly
40. only The date to which subscription charges have already been applied Mandatory A flag indicating that this subscription comes from the account s product and so cannot be closed until the account has this product assigned to it Allows you to close one of the optional subscriptions Account Generator The Account Generator should be used when large numbers of accounts are to be generated for example when issuing prepaid cards so that individual accounts need not be entered manually The account IDs will be generated either sequentially or randomly as will the web password so as to prevent possible defrauding The generation process will run offline so that the accounts are not visible from the Account Management page until the process is complete The customer will then receive an e mail notification regarding completion of the task as well as another e mail listing all the accounts in CSV format including the values Batch Control Number a sequential index PIN account ID Web login by default identical to the account ID and Password web password 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 9 PORTA H Billing 100 Adjusting Billing Parameters G M Account Generator for Retail Customer EasyCall Ltd DEER togene Number of accounts 1000 Product USD CT Product el Blocked O Opening Balance 10 Account Info Additional Info
41. or after the next one in the list 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 5 PORTA H Billing 100 Adjusting Billing Parameters Name The name of the follow me number e g mobile phone Destination Specify a number to redirect the call to formatted according to customer dialing rules Active Define the period when the number is active i e is allowed to redirect a call Click the Active link or wizard icon to create the first or add the next period definition using the Period Wizard this is virtually the same as the Off peak Period Wizard in Edit Tariff Click the Always button in the wizard to make the follow me number active permanently Click the Test TEST Period icon to run a period test Timeout Specify the amount of seconds to wait until a call is answered After this the call will be redirected to the next follow me number or disconnected Off Check to temporarily disable redirection to the follow me number Call Features Tab You have the option of expressly specifying the value of a given parameter or using the Customer default option In the latter case this parameter is assumed to be the value defined in the customert s configuration the global value for this IP Centrex Set CLI to For outgoing calls always override the CLI AND value Account ID supplied by the IP phone with the username value used for authorization This is done to prevent servic
42. ordering the Up and Down buttons on the far right hand side of the screen allow you to rearrange selected elements of the Included column The Go To button opens the edit screen for the selected component Creating a New User ACL From time to time you will find that the predefined user ACLs Admin Helpdesk and so on offer too few or too many restrictions for a particular class of user In such a case it is time to create a new user ACL The easiest method is to take an existing access level and create a new one modeled on it and then modify it to fit your needs You should examine the permissions granted to the model access level and verify that you want to grant access to those resources Next you can include other components to suit your needs As a style recommendation we suggest that you first create a component containing the dependant components you wish to utilize Finally create a new user ACL which includes only this new component Now you can assign this ACL to new users The PortaBilling100 ACL management system contains style conventions which you would be well advised to follow e The name of a component should be descriptive based on the actions which it allows Examples are Delete a node Currencies read only and Access to Vendor Reports e Create a new group for any components or user ACLs which you define so as to keep them separate from PortaBilling100 s built i
43. reset all parameters Click Reset to revert to the last saved settings In the bottom part of the wizard screen you can check whether you have described the numbering format correctly Make sure for all three examples provided local domestic and international call that this is the way you want to dial the numbers Abbreviated Dialing Here the customer may define a list of phone extensions for his IP Centrex environment plus create abbreviated dialing for external phone numbers The Abbreviated Dialing feature works with both SIP and H 323 with adequate support from either the SIP Server or Cisco TCL IVR A PortaBilling customer can set up dialing rules as an international prefix outside prefix direct number e g 911 or abbreviated dialing for his accounts NOTE To be able to add extensions abbreviated numbers you should enter the maximum length of anticipated digits e g 3 in the case of 123 like numbers in the Abbreviated Number Length field 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 07 PORTA Li Billing 100 Vl amp i Ge Adjusting Billing Parameters Edit Customer gt 0 add i Save amp Close CDRs G accounts Logout Blog Customer Name EasyCall Ltd Opening Balance 0 00000 USD Blocked Fi Retail Type Address Info Additional Info Payment Info User Interface Periodic Payments Call Features Abbreviated Dialing Abbreviated Number Length a
44. services via the PortaBilling100 web interface How to Get Technical Assistance The dealer from whom you purchased this product is the first place you should go for technical assistance The dealer is usually the most qualified source of help and is the person most familiar with your system and how this product should be installed Many dealers have customer service and technical support programs that offer varying levels of support depending on your needs and computer knowledge If your dealer cannot assist you If you cannot get assistance from your dealer the vendor provides varying levels of technical assistance PortaOne s Customer Support Service e mail support portaone com can supply quick answers to specific inquiries regarding product features and technical questions You can visit our website http www portaone com for more information Hardware and Software Requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS Browser IE 6 0 Mozilla 1 6 Netscape 7 1 or later Cookies amp Javascript must be enabled Spreadsheet processor MS Excel Display Settings o Min Screen Resolution 1024 x 768 o Color Palette 16 bit color minimum NOTE To view downloaded CSV Comma Separated Values files in Windows please do the following to match PortaBilling s default list separator My Computer gt Control Panel gt Regional Settings gt Number gt List Separator type
45. system you can implement fine grain access control and define User ACLs specific to your operational environment ACL Subsystems In some cases the same object and attribute can be interpreted differently according to the context For instance a reseller can access his own customer information or information about his sub customer Although in both cases he will work with the same physical fields in the database he needs to have fundamentally different sets of permissions This is accomplished using subsystems in the ACL definition In this example there would be two ACLs defining applicable operations with the Customers name attribute or other attributes of a customer One of these ACLs will have the subsystem PB100 defining access in a global context i e the reseller s access to his own information The other ACL will have the subsystem Sub customers which defines the reseller s access to information about his sub customers Access Level Management Interface In this discussion of the ACL system we have proceeded by starting with the fundamentals and building up your skills from there Now we will discuss the entry point for ACL management On the PortaBilling100 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA Billing 100 System Management administrative interface you will find a link to Access Levels This link takes you to the Access Level Management main screen pictured below Th
46. you would like to edit from the Templates window Edit Template i 4 Edit Template eel save i seveecese cose omes P toot tos Name Default csv Media CSV CSV Type Tariff Upload Timezone Auto CSV Delimiter comma v CS Text qualifier double quotes k No Header Header Data Start Ai Row No Fields Fields Data Start At Row Columns Data Start At Row 2 Once a new template is saved the document s Media Type and Managed By properties cannot be changed Each Template object consists of several logical components For example the Invoice Template s components are Media Header Fields and Footer The Media tab is present for all types of templates and shows the media available for upload or download For Tariff upload in CSV format it is important to know what delimiter was used whether there is a header or 2000 2007 PortaOne Inc All rights Reserved www portaone com 33 PORTA Billing 100 System Management in what row the tariff information starts For Invoices the Media tab contains a link to the PortaBilling Layout Designer which allows you to customize the appearance of your invoices and receipts DI Edit Template gt IN Save i Save amp Close amp Close qj objects e i toget 8 Leg Name Default XLS Media Excel Excel Type Tariff Upload Timezone Auto vi Descri
47. 0 System Management E 4 Edit Access Level Name Admin Access Type Component Cd Subsystem PB100 PB1OO vi Hidden Component Group ACL prototypes ach prototypes v Components Object attribute permissions Notepad Available Included ACL prototypes Company info read only Advanced Reseller 2 Currencies read only Bookkeeper Destinations read only Bookkeeper access Nodes read only Helpdesk Products full access Helpdesk access Repots full access No access Representatives full access Representative Tariffs full access Representative access Trace a call Reseller Vendors full access Reseller access Customers full access Retail Accounts full access Retail customer access Read SIP location Root Templates full access Senior Exchange rates full access Senior CC Staff access Connections full access Vendor Modify a vendor account Vendor access Modify accessibility of a produc Accounts Access to the account info sear Access to account s self care in V Dialing rules full access Including components as dependencies within other components gives the system its power Here we see that the Admin access level is defined by over a dozen dependant components Note that this component does not actually define a permission itself but rather relies on the implementation of its dependants By deriving new components from existing components in the
48. 0 00000 Callshops S USD Reseller 0 00000 EasyCall Ltd USD Retail 0 00000 admin easycall com John Reseller S USD Reseller 0 00000 CDRs Click the View dl icon to go to the CDR view page Name The customet s name Owned By The name of the reseller owning the customer none are displayed if the Direct Customers filter is applied Accounts Click the Accounts GJ icon to go to the Account Sub customers Management screen for retail customers or the sub customers icon for the Sub customers Management screen for resellers If there are no accounts under the customer the icon is changed accordingly to so that you can easily see this The same applies to resellers in this case the no sub customers icon is shown Currency The currency in which the customer s account is maintained and billed The customer may be either a reseller or a retail customer The credit limit applicable to the customer s account if any Balance The customer s current balance E mail contact for this customer The status of the customer s account The icon will appear if the customers credit has been exceeded The customer blocked icon means that all accounts of this customer have been administratively blocked The a icon means all services to this customer have been suspended because of an overdue invoice and the KI icon means that this customer was closed The frozen icon means that periodic pa
49. 0 15 00 USD 56 78 90 1 Exchange Solutions 2006 10 06 2006 10 06 Callshop 88073228656 380294255778 UKRAINE Proper 10 04 28 10 04 28 OUSD 100004 15 SuperNet 2006 10 06 2006 10 06 Callshop 41287423679 380041355050 UKRAINE Proper 10 04 16 10 04 16 OUSD 100003 15 SuperNet 96521391662 16040789435 North 2006 10 06 2006 10 06 0 02350 56 78 90 1 Carrier America 10 03 38 10 05 59 USD Exchange SuperNet North 2006 10 06 2006 10 06 0 19500 2 73618227004 16045068948 fore a 10 02 37 10 10 25 il USD xtelecom Telecom GEIB GGG m Te m Tel m m m m m 55219438665 420994484518 _ re Ee 117288 55 79 901 Gel pr The result listing shows the origination number the number dialed the destination location connect and disconnect times duration account and customer in the case of product usage vendor in the case of normal vendor termination and the call status while disconnecting which is color coded according to the table below Select the View icon to go to a detailed page describing the call Possible Reasons for Disconnect Calling side error Called side error Network error 2000 2007 PortaOne Inc All rights Reserved www portaone com 123 PORTAL Billing 100 Help Desk Call Trace Detail The detailed Call Trace Results page shows additional call details such as the h323 conf id for the call and the setup time as well as a detailed breakdown of the charges applied to each entity
50. 0 8041 0 4879 0 10215 0 05207 0 15623 0 02002 0 38057 2 38757 0 04407 Rated sec Rated min Hit H Sample 2000 2007 PortaOne Inc All rights Reserved www portaone com Total Cost USD 0 01430 1 10124 0 13965 0 13832 0 17030 0 31200 0 06783 0 03458 0 10374 0 01330 0 25270 1 58536 Total Revenue USD 0 03666 2 75965 0 34996 0 34663 0 97440 0 79990 0 16998 0 08665 0 25997 0 03332 0 63327 3 97293 137 PORTA Billing 100 Statistics Custom Reports The Custom Reports section allows you to manage and execute custom report queries i 4 Custom Reports fe E add close E umquese i towout Be Search ANY vi search Hame Description Run Delete First Dial MP countries Most Popular Countries Most Popular countries for First Dial On the initial Custom Reports screen you can view already existing E orts To execute one of them and see the result immediately click the Run icon for a particular report Click the Run Queue button in the toolbar to see information about scheduled report execution i 4 Custom Report Queue Ped fi ten Bin Start Time YYYY MM DD HH24 ML SS First Dial MP countries 2006 10 01 00 00 00 Monthly 2006 10 09 14 47 02 First Dial MP countries 2006 10 09 13 00 00 2006 10 09 13 00 03 Completed Query Hame Periodic Last Run Status Suspend First Dial MP countries 2006 10 09 14 48 00 2006 10 09 14 48 01 First Dial
51. 007 PortaOne Inc All rights Reserved www portaone com 1 4 PORTA Billing 100 System Management Company Info The Company Info screens allow the administrator to maintain corporate information relating to your business This data will be included on reports such as invoices a kA Edit Company Info REESEN Logout tog Contact info Legalinfo Report info Payment Systems Company Name PortaOne Inc Address 902 2181 W amp th Ave Vancouver BC VEM 1R8 Country CANADA Fhone 1 866 SIP VOIP Fax 1 866 SIP VOIP contact portaone com VAM portaonescorm Contact Info The information provided in the Contact Info tab is typically used on reports as the primary point of contact for your vendors and customers This information is the same as that which appears on your letterhead and business cards for example The conventional form of your company s name Name For example EasyCall Inc Street address of the company The country may be selected from a drop down list Primary telephone number for the company Primary fax number E mail Primary e mail contact for the company If defined this email address will appear in the From field of all outgoing emails e g statistics invoices or low credit warnings sent to your customers Web address of the company O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 5 PORTA Li Billing 100 Legal Info DES Edit Comp
52. 06822067 USD 0 00000 Credit Prepaid Cards cards 2007 01 1008392530 USD 0 00000 Credit Prepaid Cards cards 2007 01 1010149083 USD 9 76658 Credit Prepaid Cards cards 2007 01 1011506295 USD 7 97333 Credit Prepaid Cards cards 2007 01 1014134628 USD 0 00000 Credit Prepaid Cards cards 2007 01 1015535735 USD 0 00000 Credit Prepaid Cards cards 2007 01 1019575370 USD 0 00000 Credit Prepaid Cards cards 2007 01 1020777721 USD 0 00000 Debit Prepaid Cards cards 2007 01 fo fo fe fo fe fo fe fo fo fo e fvl w 1021701779 USD 0 00000 Credit Prepaid Cards cards 2007 01 Once specified clicking on Account ID will take the user to the Account Info for that account EG M Account Info Retail Customer CallShop2 gt fel save fal Save amp Close Close cors paper o oot Blog Account ID cs28c0thi 3 Product UsD PortaOne Blocked Fi Balance 10 00000 USD User Agent Contact Account Info Maintenance Subscriber Additional Info Life Cycle User Interface Call Features Subscriptions Notepad Customer CallShop2 Credit Limit USD Type Credit Opening Balance 10 00000 USD VoIP Password test Refunds 0 USD Non call related charges 0 USD E mail Batch Callshop 2 Control number 1 The majority of account details on the Account Info page are read only This interface is similar to the one accessible via the customer s Accounts Help Desk staff has the ability to modify only
53. 11 13141516 17 1819 1220212223242526 1327 28293031 Jul 2006 Mo Tu We ThFr Sa Su 26 EZ 273456789 28 10 11 12 13141516 29 17 181920212223 30 24 25 26 27 28 29 30 3131 Dec 2005 Mo Tu We ThEr Sa Su 48 1234 495678 91011 50 121314151617 18 1 19202122232425 52262728293031 Apr 2006 Mo Tu We ThFr SaSu 13 12 93456789 1510111213141516 1617181920212223 17 24 25 26 27 2829 30 Aug 2006 Mo Tu We Th Fr SaSu 31 1 E2 ES ES ES SE 32 7 8 910111213 331415 16 17181920 342122 23 24252627 36 28 293031 Jan 2006 Mo Tu We Ther Sa Su 52 1 1BEGELHE 2 9101112131415 316171819202122 42324 25 26 27 2829 53031 May 2006 Mo Tu We ThFr Sa Su 18123456 7 19 8 91011121314 2015161718192021 21222324 25 26 27 28 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 Jr 36 4 5 6 7 8 910 Statistics Feb 2006 Mo Tu We Ther Sa Su 5 12345 6 6 7 8 9101112 713141516171819 8 20 21 22 23 24 2526 92728 Jun 2006 Mo Tu We Ther Sa Su 22 1 E2 B3 BS 23 5678 91011 24121314151617 18 25 1920 21 22232425 26 26 27 282930 Oct 2006 Mo Tu We Ther Sa Su 39 1 92345678 4 9101112131415 42 16 17 1819202122 43 23 24 25 26 27 28 29 443031 Ped EX Customer CDR Reports The Customer reports screen allows users to easily download all reports that have been defined for a customer Reports for the desired customer may be found by selecting from the list of existing customers on the left side of the screen or by entering the cus
54. 2 2324 25 2627 35 28293031 Jan 2006 Mo Tu We ThFr Sa Su 52 1 12345678 2 9101112131415 316171819202122 42324252627 2829 53031 May 2006 Mo TuWe ThEr SaSu 18123456 7 19 8 91011121314 2015161718192021 21 22 23 24 25 26 27 28 22293031 Sep 2006 Mo Tu We ThFr Sa Su 35 123 36 4 56 7 8 910 3711121314151617 38 18 192021222324 39 25 26 27 28 2930 Feb 2006 Mo TuWe ThFr Sa Su 5 12345 6 6 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tulle ThEr Sa Su 22 1234 23 5678 91011 24121314151617 18 2519202122232425 26 26 27 282930 Oct 2006 Mo Tu We Thr Sa Su 39 1 792345678 41 9101112131415 42 16 171819202122 43 23 24 25 26 27 2829 443031 The Invoices screen allows the administrator to view all invoices generated by the system in the current environment The desired invoice can be found by its number Groups of invoices can be searched by selecting a customer and a date range i 4 Invoices Te e 3 Search for invoices entering invoice No OR selecting Customer and Date range Invoice No Customer From 2006 01 01 YYYY MM DD ABC Shuttle Ltd e 2006 10 01 YYYY MM DD Payment Status Status Re create Period From PeriodTo Due Date Amount Due 2006 08 31 2006 09 29 2006 10 01 31 49EUR 2006 07 31 2006 08 30 2006 09 01 30 99EUR 2006 06 30 2006 07 30 2006 08 01 30 47 EUR View Ho Customer Date 2 3 ABC Shuttle Ltd 2006 10 01 Overdue F 2 Lo
55. 2 EE 23 5678 91011 24121314151617 18 25 19 2021 22 232425 26 26 27 282930 Oct 2006 Mo Tue ThEr Sa Su 39 1 92345678 M 9101112131415 4216171819202122 4323242526272829 443031 Unresolved CDR Reports The Unresolved calls reports screen allows users to easily download all available reports for calls which were not identified as crossing any connection to a vendor The report periodicity can be set up on the Company Info screen gt Report Info Tab gt Reconciliation Period 2000 2007 PortaOne Inc All rights Reserved www portaone com 144 PORTA E Billing 100 Invoices 2000 2007 PortaOne Inc All rights Reserved www portaone com Statistics Unresolved calls reports Meas a e coef toga Download Options ca Nov 2005 Mo Tu We ThEr Sa Su 4 123456 45 7 8 910111213 46 14 15 16 17 18 1920 47 21222324252627 48 282930 Mar 2006 Mo Tu We ThFr Sa Su 9 12345 10 6 7 8 9101112 11 1314151617 1819 1220212223242526 132728293031 Jul 2006 Mo Tu We ThFr Sa Su 26 a fe 27 FS St a i d E 28 10 111213141516 29 17 181920212223 30 24 25 26 27 282930 3131 Dec 2005 Mo Tu We ThEr Sa Su 48 1234 49567 8 91011 50 121314151617 18 5119202122232425 52 26 27 28293031 Apr 2006 Mo Tu We ThFr Sa Su 13 EZ 143456789 15 10 111213141516 16 17 18 1920212223 17 24 25 26 27 282930 gt Aug 2006 Mo Tu We ThFr Sa Su GE REBEEE 32 7 8 910111213 3314 151617181920 3421 2
56. 78 90 5062 This is required if the remote gateway uses a port different from the standard one O 2000 2007 PortaOne Inc All rights Reserved www portaone com 97 PORTA Billing 100 Adjusting Billing Parameters Special keywords ANY or SIP UA For prefix based connection matching specify a value in the form PREFIX NNN where NNN is the actual prefix For example PREFIX 34567 The following column is only available for VolP to Vendor or PSTN to Vendor connections Hide CLI Describes how outgoing calls for which privacy has been Mode requested by the caller should be displayed to the vendor e Clear caller info PortaSwitch will remove all information about the caller from the call initiation info sent to the vendor Use private headers The outgoing call initiation request will contain special flags requesting the vendor to hide the caller information from the call recipient The following column is only available for VolP to Vendor or PSTN to Vendor connecILONS Hide CLI Describes how outgoing calls where privacy is requested Mode by the caller should be presented to a vendor e Clear caller info PortaSwitch will remove all information about the caller from the call initiation info sent to a vendor Use private headers Outgoing call initiation request will contain special flags requesting a vendor to hide the caller information from the call recepient The following two colu
57. 83 36 4 5 6 7 8 910 F Statistics Feb 2006 Mo Tu We ThFr Sa Su 5 12345 6 6 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tu fle ThFr Sa Su 22 1234 23 56 7 8 91011 2412131415161718 25 19 202122 2324 25 26 26 27 282930 Oct 2006 Mo TuWe Ther Sa Su 39 i 2345678 41 9101112131415 42 1617 1819202122 43 23 24 25 26 27 2829 G Destination Not Matched SUBTOTAL SUBTOTAL LO OD SO Om eo Nm SUBTOTAL SUBTOTAL SUBTOTAL SUBTOTAL H 4 E H Sample Country 247 355 ALBANIA 54 ARGENTINA 541 ARGENTINA 5411 ARGENTINA 374 ARMENIA 61 AUSTRALIA 611 AUSTRALIA 6129 AUSTRALIA 43 AUSTRIA 431 AUSTRIA 43650 AUSTRIA Description Ascension Island Unable to match in tar Proper Proper Buenos Aires Proper Proper Mobile sydney Proper Vienna Mobile Calls Billable Calls ASR 2 255 257 NN O 0 N O mH a WO OO Em MI sch No U 0 3921568627 45098 0 389105058365759 0 U U U 75 3 42 8571428571429 3 10 3448275862069 3 10 3448275662069 2 28 57142857 14286 1 100 U U 3 33 3333333333333 6 35 2941176470588 1 12 05 2005 1 100 6 30 7692307692308 Custom Query E Duration min sec 34 v gt The Custom Query utility which can be accessed by clicking the Custom Query l button enables you to view ASR and cost revenue information for all calls going from selected customer s to selected vend
58. 88663571 16046043539 North America 0 10 2 46 0 02767 USD 1x1x0 01 165x1x0 01 MEE E 4 Connection gt close objects i tegen H323 conf id Vendor SuperNet Type VoIP to Vendor Remote IP 210 56 78 1 Translation Rule Tariff c SuperNet Description superNet View Billing Engine Logs The Log Viewer page allows the raw billing log of a selected call to be viewed using the H323 Conf ID or in the call detail screen above just click the View log button in the toolbar Lol El 8 Il ke BE Log Viewer IKK ET Trace a call Show call attempts 5 SE Search log file for szrzcr M may produce huge list of calls Cl include log file for the previous day in the search View log O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 9 4 PORTA Billing 100 Help Desk H323 Conf ID The H323 Conf ID of a call Search log file for The day when the call was made Include log file for This option extends the search by adding the the previous day in previous day the search If you do not know the H323 Conf ID for a call you have just made you can use the right side of the form to display all call attempts made within a certain interval this will also include failed call attempts which makes it extremely useful for troubleshooting problems when you are unable to make outgoing calls e g due to an authorization failure You will see a list of call attempts with the c
59. A Billing 100 Adjusting Billing Parameters scan meaning an increased load on the server and a longer time to produce the final result Please avoid using such search operations if not necessary By clicking on Back to simple search you can switch the form to its original mode Account Info Add Account To add a new account select DI Add For bulk account generation select 4 Account Generator The Account Info page provided for the administrator is similar to the Add Account interface however some account details are read only The administrator is unable to modify Type Batch Control Number and Opening Balance When making changes the administrator can use the Notepad tab to provide a comment detailing the reason for these changes for example product changed credited 50 Changes can be confirmed by selecting el Save or ml Save amp Close G 4 Account Info Retail Customer EasyCall Ltd gt f save el Save close cons Siet LD Login Account ID 777700085 S Product usp EasyCall product i Blocked OD Balance 0 00000 USD User Agent Account Info Maintenance Subscriber Additional Info Payment Info Life Cycle User Interface Call Features Subscriptions Notepad Customer EasyCall Ltd Credit Limit USD Type Credit Opening Balance 0 00000 USD VoIP Password lyianths auto Refunds 0 USD Non call related charges 0 USD E mail Bat
60. CL prototypes g We have already talked about the necessary parameters for creating or editing components but we have not yet discussed component inclusion in detail Each access level may have zero or more dependant components These components are ordered and likewise are applied in otder until the first matching permission is reached A In order to understand this better we will use the previous example Suppose a user is trying to view ASR reports His access level must allow reading of WebForms ASR object WebForms attribute ASR For the sake of simplicity we will say that his access level includes A B and C where B allows this permission but C explicitly denies it In this case the user s ability to view these reports is based on the ordering of these components If B appears before C then it will work In the opposite case he will not have access 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 4 PORTA Billing 100 System Management This may sound complex but in practice the user interface is quite simple Two columns are shown on the Components tab of the edit screen for each access level On the left you have a list of the available components while on the right are the included components Between these two columns you have the Include gt and lt Remove buttons which move selected items between the two lists As for
61. Call Rating Formula Wizard Because of the extreme flexibility of the call rating formula it has a quite complex syntax To avoid possible errors the call rating formula wizard allows you to design a call rating formula easily The top table allows you to edit rate parameters such as interval or price per minute directly below it the current formula is displayed read only and finally there are three tabs for managing different formula parameters Rate Formula Wizard for 446 UNITED KINGDOM gt i save tel saveadose cose S Interval sec Price USD min Interval sec Price USD min First Next First Next First Next First Next 0 30000 0 40000 0 10000 0 20000 co Do not bill calls shorterthan 5 sec Global o Do not bill calls shorter than For a detailed description of this feature see the PortaBilling Administrator Guide 2000 2007 PortaOne Inc All rights Reserved www portaone com 70 PORTA Billing 100 Adjusting Billing Parameters Rate Formula Wizard for 446 UNITED KINGDOM gt fel save i save amp close amp close Interval sec Price USD min Interval sec Price USD min First Hext First Hext First Hext First Hext 1 a 0 30000 0 40000 a 1 0 10000 0 20000 Formula 7 5 SEQ intlixNxpricel amp intNxNxpriceN Global Rating Sequence Add Duration Available d Rating Sequence Count
62. Comma separated list of numbers each number Intervals represents a number of days after the invoice due date when an attempt should be made to charge a customer s credit card for the invoice amount due For instance 0 3 10 means that PortaBilling will attempt to charge the customer s credit card on file on the due date and then 3 and 10 days later Obviously if one of the charge attempts succeeds no further attempts will be made Leave this field empty to disable re collect attempts completely Suspension How many days after the due date will the customet s Time setvices be suspended if the invoice is still unpaid Leave this field empty to disable service suspension Suspension How many days after the due date should notification Warning Time of possible suspension of services be sent to the 2000 2007 PortaOne Inc All rights Reserved www portaone com g 5 PORTA H Billing 100 Adjusting Billing Parameters customer Leave this field empty to disable such notification Closing Time How many days after the due date will the customers account be closed if the invoice is still unpaid Leave this field empty to disable automatic account closing Note that if defined the Suspension Warning Time must be less than the Suspension Time and the Suspension Time must be less than the Closing Time Charge Credit Automatically charge the customer s credit card on file Card When for the full amount due when his billin
63. IPSOLUTIONS outbound gt E Test Node 5 gt R 762 2005 05 27 05 22 41 00 18 53 988 762 M N 998 gt GBY 762 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 95 PORTA H Billing 100 Help Desk Account Account ID of the call originator Customer who originated the call Connect time The Call ID used to trace callback calls when one logical call consists of several independent SIP calls Empty if the call is still in progress Duration The total call duration CLI Calling station ID AND for the originator CLD Called station ID DNIS the destination number Carrier used for call termination Specific connection for this vendor Checkbox By ticking this checkbox for a particular call you can group several active calls into a single group for further operations e g remove them from the active call registry The line below these fields shows a schematic call flow diagram Sometimes a call displayed in the active calls registry may have already been disconnected the most common reason for this being that one of your gateways was rebooted and calls were cut off although billing never received accounting records about this In this case you are able to clean up such stalled calls from the web NOTE A cleanup operation only affects billing s internal registry of active calls and will not disconnect a call that is still in progress If you want to delete such calls j
64. Life Cycle User Interface Call Features Type Debit O Credit O Voucher Generation method Random Sequential DID Inventory ID prefix 1234 ID length 12 VoIP Password Empty Auto generated Auto generated digits only New batch vi j The Account Generator interface is very similar to Add Account with the following exceptions Number of Accounts The number of accounts to be generated replacing Account ID Account Info tab Generation method Random will produce unique unpredictable account IDs with a specified length and prefix Sequential will create accounts with incremental IDs e g if the starting ID is specified as 5554000 it will create accounts 5554000 55540001 55540002 and so on see below for more details DID Inventory will generate accounts based on the selected DID Owner Batch where the user has the option of choosing the starting DID ID prefix Preset leading digits in the account ID leave empty to make the account ID totally random ID length Total ID length including ID prefix Starting ID Only available in sequential generation and always numeric VoIP Password Can be generated automatically or left empty to allow end users to login using account ID only typically used for prepaid cards The Auto generated digits only option allows you to create sufficiently secure passwords with a specified password length consisting of digits only so that they can b
65. OE Jr 145 2000 2007 PortaOne Inc All rights Reserved www portaone com 3 PORTA Billing 100 Introduction Preface This document provides a general overview of the PortaBilling100 administrator web interface Where to get the latest version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material on enhancements occurring in between minor releases The online copy of this guide is always up to date integrating the latest changes to the product You can access the latest copy of this guide at www portaone com support documentation Conventions This publication uses the following conventions Commands and keywords are given in boldface Terminal sessions console screens or system file names are displayed in fixed width font Caution indicates that the described action might result in program malfunction or data loss NOTE Notes contain helpful suggestions about or references to materials not contained in this manual X Timesaver means that you can save time by performing the action described in the paragraph SY Tips provide information that might help you solve a problem 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 PORTA Billing 100 Introduction Document Objectives The target audience of this document are system administrators VoIP engineers and system or helpdesk operators who will be managing your
66. PORTA Billing 100 System Management Keyboard Shortcuts XK Shortcut Action Move objects with grid size increments Ctrl arrow Use to scale table cells or images with current grid size key increments cell editing mode Ctrl A Selects all objects in the Template window if nothing is selected or selects all text in an active table cell Copy selected text Ctrl V Paste clipboard text starting from the current cursor position Cut highlighted text Change selected text style to Izal Change selected text style to Bold Change selected text style to Underline Hyperlink selected text opens hyperlink editing dialog OW Netscape or Mozilla users may experience the lack of a movable cursor allowing them to select text from the keyboard in cell editing mode Press the F7 button to turn the edit cursor caret browsing on and off Users with a small screen resolution may enjoy the benefits of their browset s full screen mode Simply press the F11 button to switch your Mozilla Netscape or IE into full screen mode Destinations Destinations are a list of all possible phone number prefixes to be used in your system which will later be employed to create price lists Tariffs For convenience destinations are grouped in alphabetical order by country Destinations may be edited and if a destination is not being used in any tariff it will also have a Delete button Of course it is not necessary to include every d
67. PORTA ONE Porta Billing 100 Web Reference Maintenance Release 14 www portaone com PORTA Billing 100 Introduction Copyright notice amp disclaimers Copyright 2000 2007 PortaOne Inc All rights reserved PortaBilling100 Web Reference February 2007 Maintenance Release 14 V1 14 1 Please address your comments and suggestions to Sales Department PortaOne Inc Suite 4400 2963 Glen Dtive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of the guide The software described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms thereof It is against the law to copy the software on any other medium except as specifically provided in the license agreement The licensee may make one copy of the software for backup purposes No patt of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopied recorded or otherwise without the prior written permission of PortaOne Inc The software license and limited warranty for the accompanying products are set forth in the information packet supplied with the product and are incorporated herein by this reference If you cannot locate the software license contact your PortaOne representative for a copy All product
68. REGISTER sip demo portaone com SIP Z 0 Via SIP Z 0O UDP 192 168 0 138 5060 From tag 4033808185 Tas Call ID 23790603640192 168 0 138 CSeq 10 REGISTER Contact expires 3600 User Agent Cisco ATA 186 v3 1 1 atasip 0406294 Authorization Digest username 18667478647711 realm demo portaone com nonce 4Ze6c9cele0bZelOcalZcf931Z Content Length 0 27 Jul 00 00 14 23790603648192 168 0 138 ser processing REGISTER received from 219 74 184 194 27 Jul 00 00 14 23790603648192 168 0 138 ser sending AAA request for 18667478647711 method REGISTER Calling Station Id 18667478647711 User Nane 18667478647711 Digest User Nane 18667478647711 Digest Realm demo portaone com Digest Nonce 4Ze6c9celeDbzZelDcaDicf931Za40309blba9asSfcaz Digest URI sip demo portaone com Digest Method REGISTER Digest Algorithm MDS Digest Response c94b024807552Z81bc33cf70lObS7IbZe Service Type Sip Session Cisco AVPair call id 23790603640192 168 0 138 27 Jul 00 00 14 23790603648192 168 0 138 ser AAA request accepted processing response h3Z3 billing model Cisco AVPair Cisco AVPair h3Z3 return code h3Z3 currency h3Z3 preferred lang n3Z3 billing model 0 h323 ivr in Tariff Apollo SIP nh3Z3 ivr in available funds 9996007 08 h3Z3 return code 0 h3Z23 currency USD nh3Z3 preferred lang en 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 27 PORTA Billing 100 Log with call diagram
69. Reports for the desired vendor may be found by selecting the vendor from a list on the left side of the screen or by entering the vendor s name in the search field and clicking the Search button The wildcard symbol o may also be used for the search Download Options The default report download format is CSV Check the box next to the ZIP cl icon to download zipped CSV files 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 3 4 PORTA E Billing 100 Mes ww Airtel Alex Asia Telecom AT amp T At amp T test A rc Vendor ASR reports REGER Oto Download Options ca Noy 2005 Mo Tu We ThFr a Su a 123456 4 7 8 910111213 46 14 15 16 17 181920 47 21222324252627 48 28 2930 Mar 2006 Mo Tulle ThFr Sa Su 9 12345 10 6 7 8 9101112 1113141516171819 1220212223242526 132728293031 Jul 2006 Mo Tu We Th Fr Sa Su 26 d Es 273456789 Dec 2005 Mo Tu We Thr a Su 48 1234 49 56 7 8 91011 5012131415161718 5119202122232425 52262728293031 Apr 2006 Mo Tu We ThEr Sa Su 13 1E 143456789 1510111213141516 16 17 181920212223 1724252627 282930 Aug 2006 Mo Tu We Th Fr a Su 34 1 4 eb ct sya Jan 2006 Mo Tu We ThEr Sa Su 52 i 12345678 2 9101112131415 316171819202122 423 24 25 26 27 2829 53031 May 2006 Mo Tu We ThEr Sa Su sEBBEEET 19 8 91011121314 2015161718192021 2422 23 24 25 26 27 28 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 22
70. S user Defined sl Input Format Date Jop wn eer 21 12 2003 sl Time HH24 m1 55 user Defined sl Making changes to the date and or time format on this page enables users to enter dates and times in the desired format throughout the entire PortaBilling100 web interface Correspondingly all pages generated at a O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 9 PORTA Billing 100 Introduction uset s request will contain the date and time in the previously set up format Date Time format strings are composed using specifiers that represent the values to be inserted into the formatted string In the following table the specifiers are given in upper case Formats are case insensitive Description Date DD 01 31 Day of the month D 11 31 Day of the month without a leading 0 BEE Name of the month J MONTH January Full name of the month December 2003 Year 00 99 Last two digits of the year Time HH HH24 Hours HH12 0 12 12 hour time format requires AM PM Specifier Minutes Seconds AM PM AM PM AM PM A separator can be any symbol except for letters and digits or may be left blank DD MM YYYY 12 03 2003 MON DD YY MAR 12 03 Separators HH MI SS 12 30 00 HH12 MI SS WRONG AM PM Specifier is missing HH12mi pM 1230 AM 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 3 PORTA Billing 100 System Management 2 System Management O 2000 2
71. Sheet1_ Sheet2 Sheet3 lt Ready Meta E Microsoft Excel Book DER Fel Elle Edit View Insert Format Tools Data Window Help Fel File Edit View Insert Format Tools Data Window Help Minutes 16703 00 6893 30 4295 00 14823 00 8924 00 457 00 F X led 2 ipti Minutes ERC ZECH REPUBLIC 420 Proper 16703 00 420601 Mobile 6893 30 420602 4295 00 420603 14823 00 420604 8924 00 420609 Premium 457 00 nat Sheet1_ Sheet Sheet3 lt Ready Sum 420 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 40 PORTA Billing 100 Statistics Name of the report column Sort Specifies the sorting mode for this column e Data is sorted in ascending order i e Andrew will be at the top of the list and Zack at the bottom 4 Data is sorted in descending ordet i e Zack will be at the top of the list and Andrew at the bottom This column is not used for data sorting at all Up Dn If there are multiple columns used in sorting their order is very important Here you can arrange the sequence of the sort columns For instance if you want to sort data first by country name and then by the number of minutes use the El and El arrows to move the Country column above the Minutes column Run Queue Tab This tab allows you to schedule automatic report execution single time or periodic in the future and to see when a report was last generated Click the l l Add button in the t
72. TES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES 9 00 1 00 00 amp Oo ho gt D E Nov 2005 Mo Tu We ThFr Sa Su Aa 123456 45 7 8 910111213 46 14151617 181920 4721222324252627 48282930 Mar 2006 Mo Tu We ThFr Sa Su 9 12585 10 6 7 8 9101112 111314151617 1819 1220212223242526 132728293031 Jul 2006 Mo Tu We Th Fr Sa Su 26 13 73456789 G Dec 2005 Mo Tue ThFr Sa Su 48 1234 49 567 8 91011 5012131415161718 5119202122232425 52262728293031 Apr 2006 Mo Tu We Th Fr Sa Su 13 12 1413 k4 05 F6 07 i8 09 15 10 11 1213141516 16 17 18 1920212223 Aug 2006 Mo Tu We Th Fr Sa Su GE AAAA 32 7 8 910111213 33141516 17 18 1920 Jan 2006 Mo Tu We ThFr Sa Su 52 1 12345678 2 9101112131415 316171819202122 42324252627 2829 53031 May 2006 Mo Tu We Th Fr Sa Su SBB EE 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 123 36 4 5 6 7 8 910 Feb 2006 Mo Tu We ThFr Sa Su 5 IBEBE 6 6 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tu We Th Fr Sa Su 22 233 5 6 Z 8 91011 2412 13 14 15 16 17 18 Oct 2006 Mo Tu We ThFr Sa Su 39 1 og TL a 9101112131415 4216171819202122 43 23 24 25 26 27 2829 443031 J IDescription Calls Illinois California Texas New York Illinois Illinois New Jersey Massachusetts Kentucky Connecticut South Carolina Arkansas New Jersey Gross margin USD 0 02236 1 65641 0 21031 0 20831
73. To add another table click on the worksheet to deactivate the currently active object Read more about tables below Text Align A section of nine buttons used to align text in an active 2000 2007 PortaOne Inc All rights Reserved www portaone com 35 PORTA Billing 100 System Management Jab SSS Text controls The tools and selects from this section control font T attributes such as font style bold italic underline font family LI serif sans serif cursive fantasy monospace and font size Foreground Color Change the text color by selecting from this list T Background Color Change the color of the active table cell by selecting from this list Border A section of six buttons for showing or hiding the border of the active table cell Stroke A section of three controls for changing the active cell s border weight style and color DW Grid On by default click to turn ott the grid Snap to Grid On by default click to allow arbitrary positioning of elements on the worksheet T Envelope Window Two half transparent gray boxes displaying the positions of envelope windows click to turn off Undo Click to cancel the last action Save and Close For convenience in editing the bottom of the worksheet these controls duplicate the main toolbar controls e A A straight line in the Layout Designer can be simulated by using a table with only one visible border Table The main Layout Desi
74. a 50 discount half the price specified in the tariff the next 100 minutes are billed at a 20 discount and thereafter all calls receive a 10 discount The discount is defined as 0 100 100 The first 100 minutes are free all minutes above that are billed at the tariff rate Discount type Amount USD The tariff rate for the given destination is a flat 0 5 USD per minute The discount is defined as 0 10 00 0 10 00 20 00 10 20 00 unlimited 20 When the customer begins making calls each call is charged according at the normal rate until the total charged amount exceeds 10 00 After that the customer is given a 10 discount on calls NOTE Let s look at a situation in which a customer s balance is 10 00 and the volume discount counter is also 10 00 The customer makes a 30 minute call and the tariff rate is 0 20 min The call is charged as 30 0 20 10 5 40 and this value is stored in the CDR for the call Thus the customer s balance will be modified by 5 40 to become 15 40 At the same time the volume discount counter will go up by the amount without the discount Thus the counter will go up by 6 to become 16 00 2000 2007 PortaOne Inc All rights Reserved www portaone com 78 PORTA H Billing 100 Adjusting Billing Parameters Subscription Plans Subscription plans enable automation of recurring non call related charges applied to your customers for instance basic monthly fees or
75. account which is to be charged for the call No currency exchange Unable to do cost revenue reconciliation for rate found some calls since no exchange rate is defined for the base currency and currency used for those calls No remote IP It seems that your gateway accepts all authentication on your incoming VoIP calls See the Remote IP gateway authentication section in Portabilling100 User Guide vol I for more details Not defined or empty The Called Station ID DNIS field is empty Called Station ID in the request so PortaBilling is unable to determine which number was dialed This might happen due to a firmware problem on Quintum Payment error Unable to perform periodic payment credit card is blocked or no funds are available Profit monitor event Sends an alett if the call cost amount detected charged by a vendor is greater than the revenue amount charged to the customer Replication problems Database replication may be performing poorly or not at all so that CDRs for the most recent calls are absent from the slave database Task rejected A deferred task such as account generation could not be run Time problems NTP This alert may be generated if the time in the Format Suspicious accounting record is in the wrong format or seems suspicious such as a point in the future or one too far in the past User errot report Your customer support may discover a problem they are unable to solve
76. accounts resellers and vendors You may view the connection details for a particular vendor by 1 selecting the Connection FJ icon On the subsequent Connection detail page you may view all connections for a particular vendor by clicking the Connections icon E 4 Call Trace Results fe 8 cose E tror report ventes Eos toot H323 conf id 00462FC9 00462FC9 00462FC9 000020DB Setup time sec 10 Duration sec 166 Account Customer Vendor User UTC 100004 Callshop 15 SuperNet pb root America Vancouver America Vancouver America Vancouver America Vancouver Connect Time 2006 10 06 17 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 Disconnect Time 2006 10 06 17 16 58 2006 10 06 10 16 58 2006 10 06 10 16 58 2006 10 06 10 16 58 2006 10 06 10 16 58 gt ACCOUNTS Account CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason 100004 43788663571 16046043539 CANADA British Columbia 0 10 2 48 0 28000 1x6x0 1 27x6x0 1 MEST Fr RESELLERS Customer CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason Callshop 15 43788663571 16046043539 North America 0 10 3 00 0 15000 1x60x0 05 2x60x0 05 Mamee Fr YENDORS Co Vendor CLIfani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount History Disconnect Reason SuperNet 437
77. ain billing statistics for a particular vendor use the CDR statistics for the corresponding vendor and should never be used to obtain information such as total minutes for a particular customer Since this report operates with the vendor s CDR it will provide figures according to the vendor s time rounding not the customer s This can make a significant difference e g your vendor uses 1 second rounding while customers are billed on a per minute basis 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 36 PORTA Billing 100 Statistics Cost Revenue The Cost Revenue reports screen allows users to easily download all Cost Revenue reports that have been generated in the system Reports are grouped by the following call types o By customer and destination subtotal per country default By customer and destination subtotal per customer By customer and destination subtotal per country By vendor and destination subtotal per vendor By destination O O O The active selection is highlighted in green Mes E A Cost Revenue reports REGER TECH Download Options a By customer and destination subtotal per country By customer and destination subtotal per customer By vendor and destination subtotal per country By vendor and destination subtotal per vendor By destination C Countr UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STA
78. all initiation time H323 Conf ID and CLI CLD for each click on the underlined H323 Conf ID to see the billing engine log for it Active Calls The Active Calls page shows calls that are currently in progress or have been completed recently It indicates the time the call started the elapsed call duration and who is making the call and describes which gateways the call is going through Since the total number of simultaneous calls in your system can be quite large you can display only a certain subset of all calls by setting a filter for e Customer name of the customer who is making a call e Vendor carrier to whom the call has been terminated e Node element of your network PortaSIP server gateway etc the call is going through e g you would like to see all calls originating on your Cisco AS5300 gateway in New York e Call duration only displays calls lasting for more than a certain number of minutes Hw Active Calls KONNE Customer Vendor S Search Call duration greater than min Total 3 calls in progress 12 Select calls Cleanup calls presentation Account Customer Connect Time Disconnect Time Duration CLI CLD Vendor Connection 19664655093 X Telecom 2005 05 26 14 05 30 2005 05 26 14 16 29 00 10 59 988 762 BestVoIP BestPSTNto Vendor C R 999 gt E Test Node 3 gt GR 762 19664655093 Telecom 2005 05 26 23 07 55 00 13 39 988 762 GlobalvolP VolP Connection M R 988 gt E vo
79. any Info System Management gt id seve tl sovende B aese og Logout B tog Contactinfo Legalinfo Reportinfo Payment Systems Name Porta Software Ltd Address 902 2181 W 8th Ave City Province State BC British Columbia el PostalCode v mirae Country CANADA The Legal Info tab allows you to enter information about your company that could be used for any legal transactions e g for taxation purposes Proper legally recognized form of the company s name registered Two lines are provided Province State The province or state where the company is registered may be selected from a drop down list depending on the Country option selected Postal Code Postal code for the company s registered location Country The country in which the company is legally registered Report Info DES Edit Company Info gt E sive id smencese aese f Logout E tog Legalinfo Reportinfo Payment Systems Time Zone Bmerica Vancouver eek Reconciliation Period Tax ID 63 58725 Currency USD The data contained in the Report Info tab may be used for any financial repotts e g for invoicing of taxation purposes O 2000 2007 PortaOne Inc All rights Reserved www portaone com 16 PORTA Billing 100 System Management Time Zone Time zone in which
80. arch condition Advanced Search Criteria Phone Begins wi vi 1604 Contact Is empty vi Company Name Is vi ABC Shuttle Ltd Login Contains el 123 Is The value of the field in the customer information must match the search criteria exactly Begins with The value of the field in the customer information must start with the specified value e g if you enter the filter value John customers with the names John and Johnny will be selected Contains The value of the field in the customer information must contain the specified value somewhere e g if you enter the filter value Eric customers with the names Eric Erica Maverick and American will be selected Is empty The corresponding field in the customer information must be empty All search operations are case insensitive so you can enter Eric as a search criteria and even if the customer s name was originally entered as eric or ERIC you will still see him in the list All conditions work in conjunction so in the case of multiple search criteria the customer s record must satisfy all of them in order to appear in the result list During a search operation using auxiliary fields e g fax or the contains comparison the database cannot use indexes This will result in a full table 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 1 PORT
81. assign this class for use by a particular reseller The following specifies various parameters to be assigned by default to customers within this customer class Invoice Choose either Do not create invoice in this case no Template invoices will be created only CSV CDR statistics or a particular invoice template Description of the invoice terms for a customer to be printed on the invoice Invoice terms i e how many days after invoice Period generation payment is expected Invoice Comma separated list of numbers each number Notification represents a number of days prior to the invoice due Intervals date when a notification regarding an unpaid invoice should be sent For instance 14 7 3 means that the customer should receive a notification 14 7 and 3 days before the due date Obviously if the customer pays after the first notification no further notifications will be sent Leave this field empty to disable notifications completely Invoice Re Comma separated list of numbers each number Send Intervals represents a number of days after the invoice due date when a notification regarding the overdue invoice should be sent For instance 0 7 14 means that the customer will receive a notification on the due date and then 1 and 2 weeks later Obviously if the customer pays after the first notification no further notifications will be sent Leave this field empty to disable notifications completely Re collect
82. ation group The amount remaining before the threshold value The value of the discount currently applied to the account The value of the next level discount Click the information icon for a textual representation of the discount scheme Subscriptions Lab Displays the subscription plans currently applied to this account Subscriptions are divided into three groups e Pending Subscriptions displays subscriptions which are not 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 7 PORTA Billing 100 Adjusting Billing Parameters active yet i e they will be activated sometime in the future e Active Subscriptions displays currently activated and billed subscription plans Closed Subscriptions displays subscriptions which have already been closed Subscription Choose one of the available subscription plans from the Discount Enter a discount rate for this subscription If you leave Rate this field empty it means that the discount rate defined in the customer information should be applied If you enter any value it will override the customer discount rate 0 means no discount i e the rate defined in the subscription plan is applied Start Date Enter the desired subscription activation date immediately or sometime in the future Read only Displays the date when the subscription was Date activated Enter the date when this subscription should be automatically canceled Billed To Read
83. ave several more than one systems assigned to the same currency using the same payment method Because of charges for the use of online payment systems it is recommended that a non zero value be entered in the Maximum Allowed Payment field ISO 4217 Description Official three letter currency code e g USD num Name Dec digits Minor Exchange Rate Source System Method Minimum Payment Numeric currency code according to ISO standard Maximum number of decimal places allowed by the currency e g for US dollars or euros it will be 2 since the smallest unit is one cent 0 01 while for yen it will be 0 because an amount in yens can only be a whole integer The lesser currency unit if applicable e g cent Defines the method of entering the exchange rate for this currency updated either manually by an administrator or by PortaBilling from exchange rate sites such as xe com or yahoo com For an existing row in the table click on the underlined xe com or yahoo com line in a column to immediately fetch the current exchange rate Selects an online payment processor to process payments in this currency Read only column lists all available payment methods e g VISA for the selected payment system The smallest allowed amount for an online payment in the corresponding currency in order to prevent service abuse Select l Save or click the Save icon in the Edit field to make your changes ta
84. by NNN so that it is manageable from the Customer Self Provisioning web interface 2000 2007 PortaOne Inc All rights Reserved www portaone com 79 PORTA Billing 100 Currency Adjusting Billing Parameters Indicates which currency is used for billing calculations All fee amounts in the plan are to be defined in this currency subscription plan can only be assigned to customers accounts and products using the same currency General Info tab Invoice Line The subscription plan name as the end user will see it on Description Subscription Is Activated Activation Fee Minimum Subscription Period Early Cancellation Penalty Subscription Charges Applied Round Charged Amount the invoice Specifies from which date subscription charges will apply At the given start date the first billed day is the subscription start date At the account s first usage charges are applied only from the later of the subscription start date ot the account first usage date A one time fee applied when the subscription is activated Time interval in months during which the subscription must remain uninterrupted so as to avoid penalties A one time fee applied if the subscription is cancelled earlier than the minimum subscription period Defines whether the customer is charged the full subscription fee at the end of the billing period or if a prorated service charge is applied on a day by day bas
85. ce in PortaBilling100 This requires the transaction ID obtained via an Authorization Only transaction The amount must be equal to or less than that in the corresponding Authorization Only transaction Manual Payment Credits the customer s balance Use this when receiving payment from the customer Manual payment allows the customer to make more calls Promotional Credit Credits the customers balance Use this when giving the customer credit toward future service due to a sales promotion A promotional credit allows the customer to make more calls Visible A comment on this transaction visible to the vendor in the CDR browser Internal An internal comment on this transaction not Comment visible in the CDR browser and accessible only from the database directly Additional Info Description Tariff Only visible when the customer type is Reseller defines the tariff to be applied to this customer The reseller will be charged according to this tariff for all outgoing calls made by his sub customers Incoming Tariff for charging a reseller for incoming calls e g Tariff toll free lines Only available if the ChargeCustomerForIncomingCalls feature is enabled in porta admin conf Routing plan to be applied to this customer Volume discount plan to be applied to this customer Subscription Amount of discount applied by default to all Discount Rate subscriptions of this customer assigned either directly to a custom
86. ch EasyCall batch Control number 1 Description Account ID The primary identification of this account The ID is read only by default you can modify it by clicking the Edit ID ef icon The maximum allowed ID length is 32 characters Blocked Specifies whether the account is blocked or unblocked If this is checked the account will be unusable it is usually unblocked automatically when the account is used for the first time The product providing pricing plans for this account The balance for this account User Agent If this account is currently used by a SIP UA to register with the SIP server the user agent identification info is displayed The URI of the user agent used by the SIP Proxy to O 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 9 PORTA Billing 100 Account Type VoIP Password Control Number Zeto Balance Date Opening Balance Refunds Non Call Related Charges 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 3 Adjusting Billing Parameters contact the IP phone Account Info Tab The account type may be Debit Credit or Voucher Debit is usually associated with prepaid cards Credit is an account that will be invoiced for incurred costs Voucher accounts are refill coupons for other types of accounts Only available when the account type is set to Credit Defines the credit allowance in the account s c
87. ch Update Pane DR Accounts of Retail Customer CallShop2 Account ID CallShop2 ANY v Show Accounts search Batch Callshop 2 Idle Bal Open Selected 6 Started O Depleted O rss geg en Type Product Status SP 2006 05 09 YYYY MM O Ei Activation Date CS2Booth1 10 00000 10 00000 Credit PortaOne aaa EN CS2Booth2 10 00000 10 00000 Credit PortaOne CS2Booth3 10 00000 10 00000 Credit PortaOne CS2Booth4 10 00000 10 00000 Credit PortaOne CS2Booths 10 00000 10 00000 Credit PortaOne CS2Booth6 10 00000 10 00000 Credit PortaOne Expiration Date enone YYYY MM Lifetime days C Opening Balance 10 00000 USD Block O Unblock C Redirect Number Following changes IT UM Enabled Expiration Date 2007 05 09 Preferred Language IM In He ka N La Preferred ee SES Language cn Enana will be applied TO THE WHOLE BATCH C Time Zone Europe Prague CT Cp ARE YOU SURE BEEBE Eee 1 J cance Update alphanumeric string by commas for example 1 3 8 12 ACCOUNTS Status Po Zero balance AY Expired Not active Blocked Credit exceeded amp Customer blocked see Edit Customer CtrlHt Click using Ctrl or enter control numbers and or number ranges separated by commas for example 1 3 8 12 The batch update pane can be activated by selecting a batch in the filter at the top of the interface or by selecting the batch name from the list of customers accounts The
88. conomy Cheap routes average quality Name of the route category This is the name you will see in the select menu when assigning a route category for the rate A description of this route category If you do not wish to define any custom route categories the Default route category is always available Routing Plans A routing plan is a combination of route categories in a specific order It defines which categories of vendors will be available for termination and in what sequence 2000 2007 PortaOne Inc All rights Reserved www portaone com 51 PORTA Billing 100 Networking EH Routing Plans pe Add close PO todos tog Hame Gea Hame Description Route Categories Included Delete E 4 Add Routing Plan Pr E maa ta save id Segen L coe i togout Bin Name Test drive Description For users evaluating the service routes with the base quality firs C Choose only routes which guarantee profit C Send real time alerts about calls with losses Edit Order Route Category Description Default Default category After a routing plan has been created you can specify which route categories will be included in it To add a new route category select Add from the toolbar then click the Save New icon to save this row i 4 Edit Test drive Routing Plan gt add save el savegcise coe IECH Be Name Test drive Description Fo
89. d for authorization This is done to prevent service abuse via CLI ANI number spoofing For outgoing calls in the IP Centrex environment off net destinations set the CLI AND number to the specified value This is typically done so that calls between extensions within the IP Centrex environment IP phones of this customer will carry the caller s original CLI while calls to PSTN numbers will display a reception switchboard number as the CLI Remove CLI ANI information for outgoing calls 105 PORTA H Billing 100 Adjusting Billing Parameters Enable call parking for this customer s IP Centrex Park Prefix Only appears if Call Parking is activated allows you to specify a key combination to park a call Release Only appears if Call Parking is activated allows you to Prefix specify a key combination to dial from the original phone which parked a call in order to remove the call from parked status and continue the conversation Voice VPN Charge calls between IP phones in this IP Centrex according to a special pre defined rate rather than using the destination phone number to look up the rate Voice VPN For incoming calls from phones within the IP Centrex Distinctive environment use a ring pattern different from the Ring default one Legal Intercept all incoming and outgoing calls of this Intercept customer for law enforcement purposes First Login When a new account phone number in this IP Greeting Centrex env
90. d Time min sec 0 40 Total Charged 0 08 UAH Retain this copy for your records The account list screen can be used by a callshop operator to track calls made in callshop cabins to block an account after a call has been placed and to print receipts for services provided When a user wants to place a call the operator clicks the Start Timer er icon which automatically unblocks the account After the call when the user is ready to pay the opetator clicks the Stop Timer C icon and the Print Receipt icon appears Clicking this icon will initialize the receipt pop up NOTE Callshop features are not available for accounts of direct retail customers In order to enable these features for accounts of a reseller s sub customer both the reseller and the sub customer must have Callshop enabled on 2000 2007 PortaOne Inc All rights Reserved www portaone com 121 PORTA Billing 100 Help Desk 5 Help Desk 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 99 PORTA Billing 100 Help Desk Call Trace The call tracing utility allows you to determine the characteristics of a specific call when you know the h323 conf id or the destination which may be specified exactly or using a wildcard For example all calls to England may be specified as 44 in the destination field A date range for the search must be specified however it is highly recommended to set it to the smallest range necessary i
91. dow and clone or delete selected objects Select one of the menu elements to activate a submenu containing a list of all the fields specified in the template editing window The selected item will appear in the selected cell as the item s value Double click the cell to enter editing mode the cell now displays the corresponding variable Page Print Setup The page context menu right click on the worksheet provides access to the Web Page Dialog for page envelope and print setup SS https demo2 portaone com Porta kel o E Paper size Letter Envelope 9 9903 2 wnd w argins Left 0 25in Right 0 25in Top 0 25in Bottom 0 25in Header 0 25in Footer 0 25in Open your browser prior to printing In your browser s File menu select Page Setup In the dialog window set up the paper size A4 or Letter delete all Header and Footer symbols and set all margins to zero or a value close to zero Envelope Formats America Envelope Envelope Window Window Measurements From Left From Bottom 1 1 8 X 4 1 2 BEUA 1 18 X 4 1 2 3 5 8 x 6 1 2 3 3 4 x 6 3 4 3 7 8 x 7 1 2 3 5 8 x 8 5 8 3 7 8 x 8 7 8 4 1 8 x 9 1 2 4 1 2 x 10 3 8 4 3 4 x 11 5 x 11 1 2 D 00 o m o 2 Oo m Double window envelopes 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 X 4 1 1 8 X 4 1 2 TE GE 1 1 8 X 4 1 2 HETE 1 2 1 8 X 4 1 2
92. e icon in the tariff information window or use the Test Period button on the last page of the off peak period wizard Test Period gt i Save H Save amp Cose cose i yYYY MM DD Date and Time Nov Feriod R startstop hril 6 Period Description From 01 00 until 07 00 Now simply enter any time date and click the Test button to check whether this moment fits into the off peak period definition Web Upload Download Choose appropriate templates for web upload download of tariffs Read more about this in the Templates section 2000 2007 PortaOne Inc All rights Reserved www portaone com 65 PORTA H Billing 100 Adjusting Billing Parameters E mail Upload GI E Edit Prepaid Tariff gt el nds id save I Savea dose amp cos I Download Unload nates vest PD Logout E too Name Prepaid Currency USD Type Ordinary Web Upload amp Download Email Upload Edit Type From Key Template al csv_tarifi mydomain com 5dadfg3sfd66 Test Template excel _tariff mydomain com gh7hgr88rtrt92wg Default XLS Tariffs can be uploaded to the system from an e mail received with an attached document in either CSV or XLS format Edit Click the Edit icon to copy the current row in the form above for editing Uploaded document type either CSV or XLS file From Sender s e mail to prevent unauthorized access only trusted e mail will be allowed Security key tari
93. e and a call is made for 7 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 71 PORTA Billing 100 Adjusting Billing Parameters minutes the third entry will be applied longer than is a special case that means any other call duration there must always be such an entry in the formula o Increase call duration Defines how the call duration should be changed increase in percentage a 0 value means that the call duration should not change Note that for several entries with an increasing threshold the percentage values must increase as well Thus you can have the following entries 180 0 300 3 900 5 longer than 900 8 but you cannot have 180 5 300 4 longer than 900 3 Managing Rates Offline The rates table may be prepared using a spreadsheet processor e g MS Excel and easily imported into PortaBilling This is very convenient if you ate going to make many changes For example you might increase all prices by 10 To upload your rates file proceed as follows 1 On the Tariff Management page click on the tariff name In the Edit Tariff window click the tl Upload CSN icon In the Upload Rates window click Browse Locate the Tariff sample csv then click Open In the Upload Rates window click Upload In the Edit Tariff window click Close DE en Ge Ze You can verify your work using the Rates feature Test Call Rating This screen allows testing of the call rating form
94. e with 10 discount over 500 minutes is one such discount scheme and it may be applied to the destination group Asia which includes China Hong Kong Singapore Thailand and other countries Gi mm Discount Plan Management Name Currency Managed By Description Delete Europe free 500min USD Administrator only Europe first 500 minutes for free x Russia 3 USD Administrator only Russia 3 for Spring 2006 x United States 5 USD Administrator only United States 5 x Use the main Discount Plan Management screen to list all existing plans Plans can be located using the search form by selecting a reseller from the drop down list or entering the plan s name To edit a discount plan click on its name in the list The Delete icon will be visible only when a discount plan is not in use not assigned to any customer account or product and enables permanent deletion of the discount plan Add Edit a Discount Plan To add a new discount plan to the system select Add to go to the discount plan creation screen n existing discount plan can be edited by clicking on its name in the list 2000 2007 PortaOne Inc All rights Reserved www portaone com 7 4 PORTA H Billing 100 Adjusting Billing Parameters m Add Discount Plan gt i save m saveadose cose ftogoutj Plan Name Europe free 500 min e Currency USD US Dollar vi Managed By administrator only vi General Info Destination
95. e abuse via CLI ANI number spoofing Set CLI to For outgoing calls in the IP Centrex environment off Centrex net destinations set the CLI AND number to the specified value This is typically done so that calls between extensions within the IP Centrex environment IP phones of this customer will carry the caller s original CLI while calls to PSTN numbers will display a reception switchboard number as the CLI Remove CLI ANI information for outgoing calls Voice VPN For incoming calls from phones within the IP Centrex Distinctive environment use a ring pattern different from the default Ring one Intercept all incoming and outgoing calls of this customer Intercept for law enforcement purposes Activate emergency services for this account Music On Defines the music on hold to be used with the account Hold Choose None to disable this feature or select the default setting for the account s customer To upload your own music select a file on your local file system using the Browse button To rename the music enter the desired name in the Music Name field otherwise the local file 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 6 PORTA Billing 100 Preferred IVR Language Associated Number Follow me Enabled UM Enabled Timeout 3 SEC Destination Group Threshold Remaining Current Discount Next Discount Level Discount Info Adjusting Billing
96. e administrator to set up the user account s activation and expiration dates 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 g PORTA Billing 100 System Management DS Edit User demoroot RE Calendar Mozilla Pla Ei B tog gt TR Save Save amp duse Address Info User Interface Life Cycle Mailing List Notepad EH Activation Date 2004 02 20 YYYY MM DD Gi Expiration Date YYYY MM DD El 2004 el August v Fr Sa Su The account will not expire if the Expiration Date field is left blank Mailing List PortaBilling dispatches e mail alerts e g error messages and notifications during normal production E mails are dispatched to each user according to the Mailing List settings goe Edit User demoroot Address Info User Interface Life Cycle Mailing List Notepad Enable Subject CC Staff Error Reports Error in translation rule Fraud detection Ack Rej Err General billing misconfigurations Merchant account error Mismatch in the Destinations or Rates table Missing critical billing information Account Tariff No currency exchange rate found No remote IP authentication on your gateway Not defined or empty Called Station Id Payment error Profit monitor event detected Replication problems Task rejected Time problems NTP Format Suspicious DDDDIDDDDDDDIDIDDIDI User Error Report To add different notifications for a specific user check unch
97. e entered from a phone s touchpad 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 g PORTA Billing 100 Adjusting Billing Parameters User Interface tab Login Can be set as identical to the account ID or left empty to disable access to the account self provisioning interface Password Can be generated automatically or left empty to allow end users to login using account ID only Assigning an Account ID Choose Random if you want a relatively small amount of unpredictable IDs within a large enough range of possible numbers Please note that random means not only generated randomly but also difficult to guess therefore the ratio between the number of generated PINs and the number of total possible PINs should be sufficiently low For instance PortaBilling will refuse to generate 5 000 PINs with ID prefix 33333 and ID length 9 because in this case there are 10 000 possible PINs it we generate 5 000 actual pins there is a 50 chance of using someone else s PIN just by entering one wrong digit Thus in the example above the PIN length should be set at 10 or even 11 digits with a 5 or 0 5 chance of guessing the PIN respectively Choose Sequential if you want to generate a large amount of accounts at once In this case the first generated ID will be the number following the largest existing number within the range defined by the ID prefix and ID length the next ID
98. e in the billing server s time zone not the account s Lifetime Relative to the activation date the account will expire on first usage date lifetime days If you do not want to use this feature leave the field blank Issue Date The date when the account was created First Usage The date when the account was in use for the very Last Usage first last time Level Time Zone Time zone for the account Specifies the last time the account was recharged using a Recharge voucher either via the self care page or IVR User Interface Account login for the account user interface Click the Account ID button to make the login identical to the Account ID User interface password for the account Access level assigned to the account Time Zone _ Web Displays the account user interface in a particular Interface language Language Follow me I ab Follow me Possible modes of use of the service Never do not use at all When Unavailable redirect a call only if the primary phone does not answer Always redirect all calls Order Specifies the order of redirecting a call As listed call every active follow me number from the first topmost number to the last until the call is answered otherwise use a random order Edit Click the Edit L I icon to edit the follow me number details To add a new number to the list click the DI Add button Up Down Click these buttons to move a row before the previous one
99. e wizard Dialing rules wizard bd save i saveeciose close s d Your country code d Sample settings Your area code s 425 E 164 2 North America WA 7 digit dialing Always dial the area code as a part of the number OD North America BC 10 digit dialing Europe Czech Rep always dial using the areacode Europe Czech Rep local and domestic dialing obsolete Australia Sydney Prefix for accessing the outside phone network Prefix for domestic calls but outside of your area code e g 1 0 WR International dialing prefix e g O11 00 0011 011 Emergency numbers e g 911 112 wo 11 Exceptions e g 98 p 11 Local dialing number length Convert ANI CLI for incoming calls into this dialing format Check yourself To call 1234567 outside of your office but within the same area i 1234567 you dial To call long distance 5 1234567 within your country you dial 15 1234567 To call 1 405 1234567 internationally you dial 011 1 405 1234567 The upper part of the wizard screen allows you to enter important dialing parameters such as your international dialing prefix Several sample settings are provided for your convenience For instance in order to load sample settings for traditional North American dialing select North America WA 7 digit number dialing and click Load Sample Click Clear to
100. eck one or more boxes on the left for the corresponding Subjects The available alert types and their conditions of activation are as follows Alert Type CC Staff Error Reports Customer care your reseller s customer support may discover a problem they are unable to solve themselves and thus may need to escalate this problem to your support staff When they send an error report from the CC web interface it will be received by users subscribed to this mailing list Error in translation rule A translation rule could not be properly applied due to a programming error Fraud detection Ack Attempt to login more than once using the 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing 100 System Management Rej Err General billing A debit account made a call that cost more misconfiguration than its available funds an unresolved call was detected unresolved calls may be normal when they are on net calls but in most cases they indicate connection misconfiguration and so on Merchant account error An error was received from the online payment processor while trying to execute a transaction Mismatch in The cost of a call could not be determined Destinations or Rates because no matching rate was found in the table specific tariff Missing critical biling A call could not be billed due to missing information Account information e g unable to identify the Tariff
101. ection 2000 2007 PortaOne Inc All rights Reserved www portaone com 56 PORTA Billing 100 Adjusting Billing Parameters 4 Adjusting Billing Parameters PORTA H Billing 100 Adjusting Billing Parameters Currencies The Currencies page allows you to define a method for determining exchange rates between currencies Supported methods include explicitly defined exchange rates or the use of external services such as yahoo com Of xe com thoroughly as the rates it provides are usually given at a delay of at least fifteen minutes from the actual values I NOTE Before relying on an external exchange rate service read its terms of use To define an exchange rate source for a currency first click EJ Add in the toolbar Gi 4 Currencies gt E add fel save m Save amp Close close ri Logout ER tog Search i ISO 4217 Dec Exchange Rate Payment Minimum Edit EG Enn Hame digits Major Minor ee System Payment Method Payment Delete v v Choosing XE COM as exchange rate source you agree to the XE COM Terms of Use i 4 Currencies gt E add i save m Save amp Close close Logout ER tog Search e ISO 4217 Dec Exchange Rate Payment Minimum Edit ae aa Hame digits Major Minor a System Payment Method p Ges Delete EUR XE com V aAuthorizeNet V x Choosing XE COM as exchange rate source you agree to the ZE COM Terns of
102. ecution will not start earlier than the specified time but it may start later if there are some other conflicting tasks at the specified time For instance if two reports are scheduled to be executed at 06 00 only one of them will start at that time while the other will start only after the first one has finished 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 49 PORTA Billing 100 Statistics Reports Tab This tab allows you to browse results for the ten previous report executions Thus if you did not save the original result you do not have to run the reports over again Click the Si icon to see the corresponding file G 4 Edit First Dial MP countries query gt tel save i Save amp Close e Runam tip toget B Loo Name Timezone First Dial MP countries merica Vancouver Report Type Most Popular Countries Query Info Input Parameters Output Formats Reports Notepad Start Time Completion Time 2006 10 09 14 49 01 2006 10 09 14 48 01 2006 10 09 14 46 01 2006 10 09 14 42 49 2006 10 09 14 25 04 2006 10 09 14 24 22 2006 10 09 14 49 01 2006 10 09 14 48 01 2006 10 09 14 46 01 2006 10 09 14 42 49 2006 10 09 14 25 04 2006 10 09 14 24 22 2006 10 09 14 24 03 2006 10 09 14 24 03 a a e e S Report Most Popular Countries 2006 10 09 14 49 01 SECTEUR Report Type Currency UAH Timezone UTC Input Values
103. ed in the report and Data Sorting where you define how the report data should be sorted Name of the report column Visible Whether this column should be included in the report If you uncheck this option the given column will simply be skipped in the report result 2000 2007 PortaOne Inc All rights Reserved www portaone com 139 PORTA Billing 100 Format Post Processing Rule Suppress Dup Statistics Formatting of the column data e g whether the total number of minutes should be displayed as 380 or 380 00 This field functions like the post processing rules in templates for more details see the PortaBilling Templates Guide It allows you to modify the actual value extracted from the database before it is shown in the report For instance if the value in the database gives the total number of seconds you can divide it by 60 to display the value in minutes to the user If activated duplicate column values in adjacent rows will not be displayed see the example below The Suppress Duplicates option allows you to make your reports more readable by removing excess information Compare the two datasheets below in which the same data is shown but where the right one has Suppress Duplicates enabled for certain columns E Microsoft Excel Book1 Destination Description 420 420601 420602 420603 420604 420609 Proper Mobile Mobile Mobile Mobile Premium nat
104. elds For example to allow Read access to all web pages an ACL could be defined with the following permissions Access type Read Allow Deny Allow Object WebForms Attribute As may be guessed the in the attribute field means all attributes NOTE Should you find it necessary to modify these basic components or create new ones please contact PortaOne Support We can provide you with a list of Object and Attribute resources or otherwise assist you In maintaining ACLs Components and User ACLS Components will be made up of zero or more permissions and can include other components as dependencies If access level ACLX includes access levels ACL1 ACL2 and ACL3 or in other words is derived from ACL1 ACL2 and ACL3 then ACLX will contain all the permissions defined in ACL1 ACL2 and ACL3 along with all of the access levels they in turn are derived from What happens if there is a contradiction for example if ACL1 denies read access to Accounts password and ACL2 grants it In such a case the first available definition will be used Thus in the example above access will be denied according to ACL1 which is first in the list of included access levels In addition to these a component has several other aspects When editing a component you will first see a screen as in the following screenshot 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing 10
105. en you can choose how the system will charge calls which overlap with your off peak period i e cover both peak and off peak time There are three options you can choose from e If the call starts in the off peak period it will be charged using off peak rates even if part of the call was made during peak time This method is the easiest and most transparent for end user authorization of outgoing calls e Ifthe call finishes during the off peak period it will be charged using off peak rates it does not matter whether it starts within the off peak period or not e Or the off peak rate will only be used if the call both started and finished during the off peak period In this case any call which partly extends into the peak period will be charged at the peak rate To evaluate your work look at the top text area The following text should be displayed From 6 00pm until 6 00am any day of any month OR Sunday and Saturday of any month OR 1 2000 2007 PortaOne Inc All rights Reserved www portaone com 6 4 PORTA Billing 100 Adjusting Billing Parameters of January OR 24 26 of December If the definition is correct click the Finish button Test the Off peak Period If you are unsure whether you have created a correct off peak period definition you may use the test utility to check if a specific moment in time fits into the period or not In order to run the off peak period test TEST See f either click th
106. ent Mandatory fields for user contact information Description A short description of the user that will be visible on the main User Management screen An e mail contact for this user User Interface i 4 Edit User demoroot gt ba save i Save amp close oseas MB Logout Address Info User Interface Life Cycle Mailing List Notepad Login dermoroot Time Zone America Vancouver Password here ees Auto Web Interface Language en English Access Level Root v Output Format Date rvyy MM DD 2003 12 31 Time HH24 MI 55 User Defined Date amp Time YYYY MM DD HH24 MI 55 User Defined Input Format Date r MM DD 2003 12 31 Time HH24 MI SS User Defined Field Description Login The new user ID to be used at login and elsewhere throughout the system Password The password for this login A secure and easy to remember password may be automatically generated by pressing the Auto button Access Level The privileges or role associated with this user See the Access Levels section for more information The time zone in which this user will be operating Web Interface The language to be used on the admin web interface for Language this user For a description of the input and output formats please refer to the Common Features section Life Cycle This allows th
107. er Password He a a a ok Web Interface Language en English Default Language ar Arabic zh Chinese Simplified zh tw Chinese Traditional E Output format Czech English Estonian French HEHEHE Gernan Italian Latvian Lithuanian Norwegian Polish ryyv MM DD 2003 12 31 EE NG Spanish HH24 MI SS User Defined Access evel Root Date m Leeee MM D I 2003 12 31 D Time m HH24 MI S5 User Defined LI Date amp gime YYYY MM DD HH24 MI S User Defined BR Input Fdfmat G 4 Editar Usuario demoroot Direcci n Interfaz del Usuario Ciclo de Yida Mailing Lista Block de Notas Login demoroot 5 Zona Horario America Vancouver Contrasefia Hee ae ae ae ote te ake Web Interface Language es Spanish Nivel de Acceso Root Formato de Salida Fecha yyvr MM DD 2003 12 31 Hora HH24 MI S5 Usuario Definido Fecha amp Hora YYvY MM DD HH24 MI 58 Usuario Definido Formato de Entrada Fecha orvy MM DD 2003 12 31 Hora HH24 MI SS Usuario Definido Date amp Time Format PortaBilling allows users to define both the input and output formats for date and time Output Format Date ob mm vrrr 31 17 2003 Time HH24 m1 55 user Defined sl Date amp Time ob mm rvrr HH 24 MIS
108. er or to one of his accounts Defines the frequency of invoicing for this customer Invoice Defines the invoice template for this customer Template Choose Customer class default in order to apply the invoice template defined for the class and so avoid defining an invoice template for each customer 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 01 PORTA Billing 100 Adjusting Billing Parameters specifically See the Templates section for more information Assigns a representative to this customer See the Representatives section for more information Crone cD Callshop Defines whether callshop features timer receipt etc Enabled are available Not available for direct retail customers To use the callshop functionality with accounts of a particular sub customer you should first enable this option for the reseller then enable it for the sub customer as well Creation Date The date and time the customer was created read only Payment Info The Payment Info screen defines customer payment characteristics In addition to customary payment information e g preferred payment method credit card number there is also a Credit Limit field If left empty no credit limit is enforced Otherwise if Radius authentication is enabled calls exceeding the limit can be denied Also if a Balance Warning Threshold is defined and the customer balance reaches this value defined either as an amount
109. eriodic payments on the Customer Self Care interface this does not prevent the administrator from editing this information The Periodic Payment tab will appear only if the customer s currency can be processed by at least one of the existing payment systems and if the customer s preferred payment method has been set to any available online method which allows storage of his payment credentials Check the Dialing rules management enabled option to enable the customer himself to manage dialing rules on the Customer Self Care interface This option is not available for resellers Date amp Time Format PottaBilling allows the administrator to define both input and output date and time formats for each customer registered in the system By making changes to the date and or time format on this page customers will be able to enter dates and times in the desired format throughout the entire PortaBilling100 Customer Self Provisioning Interface on invoices and so on see the screenshot below See the User Management section for examples of date and time format usage 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 03 PORTA H Billing 100 Adjusting Billing Parameters E 4 Edit Customer gt E save i save dose close cns accomm Logout tog Customer Name EasyCall Ltd S Opening Balance 0 00000 USD Blocked o Balance 0 00000 USD Type Retail Address Info Maintenance Additional Inf
110. es promotion A promotional credit will allow the account to make more calls Amount to charge refund Visible A comment on this transaction visible to the customer Comment in the CDR browser Internal An internal comment on this transaction not visible in Comment the CDR browser and accessible only from the database directly Subscriber Tab The Subscriber tab provides most of the commonly required contact information for the account s owner Additional Info Tab IP Phone Indicates the IP phone and associated port assigned to IP Phone the account Default not set Port E Allows the account s owner to make online payments or commerce set up periodic payments on the account selt care page Enabled Note Configuring the account to enable online payments both manual and periodic is done in exactly the same way as for customers First you should set up a 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 4 PORTA Billing 100 Adjusting Billing Parameters suitable payment system Discount Assign a discount plan to this account When a new Plan account is created it will be assigned by default a discount plan associated with the account s product Life Cycle Tab The date from which the account is usable Date Expiration The date from which the account will be unusable If Date you do not want the account to expire leave this field blank Note This date is assumed to b
111. estination in a given price list only enter the prefixes destinations used by this particular vendor or customer PottaBilling can support different numbering plans but it is highly recommended to keep all of your destinations in the E 164 numbering space The Destinations table contains the valid E 164 prefixes Different standardization and governmental bodies control the E 164 numbering space and some private numbering spaces also exist Click here to view the Official I TU Dialing Procedures document PDF 2000 2007 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing 100 System Management PortaBilling is supplied with a file containing a basic set of destinations It covers all countries of the world and some of the major destinations in each country linking prefix information to o country if applicable o subdivision if applicable o description Of course you can edit the supplied destinations list according to your needs Also you can always add more destinations later if needed Add Edit Destinations Online To add new destinations click the Add button The Save New icon will appear on the Destinations form Enter the prefix and choose a country from the drop down list After selecting the country the subdivision field will be refreshed Choose a subdivision if necessary Click the Save New icon to save the new destination DI A Destinations gt B Add fal Save amp Close
112. f destination groups UK Mobile CZ Mobile etc Group Set you would like to use for more convenient rate entry Free Number of free seconds granted for each call In order to Seconds claim free seconds the length of the call must be at least one billing unit i e the first interval see the Enter Rates section above Post Call Increases the total call cost by the given value Surcharge Login Fee Amount to be charged immediately after the first user authentication Amount to be charged for each successful call in addition 2000 2007 PortaOne Inc All rights Reserved www portaone com 62 PORTA Billing 100 Adjusting Billing Parameters to other charges Round Pattern that defines the rounding of a charged amount in Charged an individual CDR This pattern takes the form XX X000 Amount An X to the left means that the digit in this position will be left unchanged while a zero to the right means that this position will be rounded For example XXXXX XX000 means that the amount will be rounded up to two decimal places so that 1 2345 becomes 1 24 Note that rounding is always done upwards Default Default call rating formula applied to new rates Note that Formula the value of this parameter is only used when a new rate is inserted Modification of this parameter has no effect on existing rates Short While the name of a tariff is for your internal use and is Description usually created according to
113. fact you can use any string so long as it is provided by the application which handles the call 3 Originating line information You can separate accessibility entries based on originating line information e g if the call was made from a home phone or a pay phone Make sure your telecom provider supplies you with this information in the call setup i 4 Add Product pe IN save close oo Image Product Name Smartcall Prepaid g Currency USD US Dollar Managed By Administrator only E General Info Maintenance Fee Breakage 0 05 Account Default ACL Account self care vi Default Discount Plan None vi Info URL http smartcall com prepaid Description SmartCall Pre paid Cards 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA Billing 100 Adjusting Billing Parameters The basic information for defining a product is as follows Name Currency The currency in which the product will be maintained To edit a currency delete all accessibility entries for this product Managed By Administrator only default means that this product will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this product for use by a particular reseller Breakage This value should be set by the administrator based on the currency and minimum price per minute It is used in Account Management to
114. fees for additional services such as voicemail or hardware rental Li kA Subscription Plan Management p gt add cose fo Logout Log Managed By Name Currency Managed By Description Call Display USD Administrator only First month FREE x Follow me USD Administrator only Follow me service Friends amp Family Plan IS Administrator only Friends amp Family Plan Neighborhood Plan Administrator only Neighborhood Plan Travellers Plus 5 Administrator only Travellers Plus x Voice Mail Administrator only Voice Mail 1 FREE month x Use the main Subscription Plan Management screen to list all existing plans Add Edit a Subscription Plan To add a new subscription plan to the system select Add to go to the subscription plan creation screen An existing subscription plan can be edited by clicking on its name in the list i 4 Add Subscription Plan SEIFERT Name Traveller s Plus i Currency USD US Dollar Managed By Administrator only Invoice Line Description Traveller s Plus Hron Eba accrues teste Activation Fee o USD Minimum Subscription Period 22 Months Early Cancellation Penalty 100 USD Subscription Charges Applied At the end of the billing period Subscription Is Activated Round Charged Amount KKKKK KKODO ez Description Traveller s Plus Managed By By default administrator only The plan can be assigned to a reseller Managed
115. ff will be accepted only if the correct key is specified in the message s subject line or body Select a template to map information in the uploaded file using PortaBilling Read more in the Templates section Disable receipt of tariffs from this source Click the delete icon to remove this source NOTE Due to the security risk the processing of incoming e mails is disabled by default To reactivate enable e mail forwarding to the mail processing script in the etc aliases file on your slave server Rates Peak and Off peak Prices It is possible to have two different sets of prices one for peak and one for off peak time A call is always billed using one rate or another this also applies to calls which start in the off peak period and end in the peak period or vice versa Le there is no proration See above regarding how you to define whether the peak or off peak rate should be used in this situation By default everything is considered peak time Off peak periods are defined using a powerful and flexible Time Period module The Off Peak Period Wizard is also available to help you construct a period definition in an easy manner 2000 2007 PortaOne Inc All rights Reserved www portaone com 66 PORTA H Billing 100 Adjusting Billing Parameters Charging the Call Old Method X e AS K lt Oe ee e2 N 00 Connect Free 1 2 3 4 5 Fee Seconds Postcall surcharge Figure 4 1 Figure 4 1 demo
116. g period is Billing Period closed as a result an invoice will be created with a Is Closed zero amount due A logical description of this customer class Customer Management On the Customer Management screen you can view a list of all registered customers or use search filters to display a specific set of customers only Filter value All customers registered in the system Direct Customers Customers directly owned by your company who have a business relationship with you receive bills from you and pay to your accounts This may include both resellers and retail customers All Retail All retail customers this includes your own retail customers and those of your resellers Direct Retail Only retail customers who are owned by your company Reseller NNN representative Search Filter by name When you enter a value in the search field all customers who have the search string in their customer name company name or first last name will be displayed Advanced Search Allows you to specify complex search conditions see more info below The screen provides the following information and activities 2000 2007 PortaOne Inc All rights Reserved www portaone com 96 PORTA Billing 100 Adjusting Billing Parameters Gi Customer Management Representative Iv Name Accounts Subcustomers Currency Type Credit limit Balance ABC Shuttle Ltd USD Retail 0 00000 Prepaid Card USD Retail
117. gner object is the table which is a placeholder for all inserted information A table or a table cell within a table can be moved and scaled by dragging the cell handlers Double click a table or a cell within a table to enter cell editing mode where you can type in or edit a cell s text To change the attributes of a cell s text make sure the cell is selected 8 black square handlers are visible and set the text attributes in the toolbar on the left X Changing the text attributes of a cell in the toolbar will affect all text in the current cell To change the attributes of part of the text enter cell editing mode double click select that part of the text and use the keyboard shortcuts listed below Context Menu 2000 2007 PortaOne Inc All rights Reserved www portaone com 36 PORTA Billing 100 Header Fields Footer 48 Insert Row ii Insert Col amp Benove Row D Pemove Col Send Back ThBring To Front Fi Clone Delete System Management The context right click menu provides you with greater control over tables and other objects and allows certain data located in the PortaBilling database to be displayed in the table cell To show the menu right click on a table or cell The three top elements of the context menu correspond to the template components tabs in the case of an invoice for example these would be Header Fields and Footer Users can also set the order of all objects in the win
118. he normal rates applied by default If you wish to define a special promotion e g a reduced rate for the first three months you may insert an extra row into the table to cover this period fj ka Edit Traveller s Plus Subscription Plan e E add ta Save tl Saveacose 9 coef tot B Name Traveller s Plus g Currency USD Managed By Administrator only General Info Periodic Fees KSE Monthly Billing Bi weekly Billing Weekly Billing Daily Billing Edit Up Down Default promotional rate Delete N Fee USD N Fee USD N Fee USD N Fee USD First N billing periods 1 0 2 0 4 0 30 H H Following N billing periods 6 4 99 12 2 89 26 1 36 180 Default Rate unlimited 9 99 unlimited 5 49 unlimited 2 99 unlimited Monthly Billing Bi weekly Billing Weekly Billing Daily Billing 1 month s 0 USD 1 2 bi week s 0 USD 1 4 week s 0 USD 1 30 day s 0 USD 2 7 month s 4 99 USD 3 14 bi week s 2 89 USD 5 30 week s 1 36 USD 31 210 day s 0 25 USD 8 unlimited 9 99 USD 15 unlimited 5 49 USD 31 unlimited 2 99 USD 211 unlimited 0 49 USD Default Promotional Specifies whether this is a rate which applies for a certain initial period which rate which follows it additional promotion or if it is a default rate N Promotion span the number of billing periods covered by this fee Amount of the fee After you have edited a specific row click weg Save to confirm that you have finished editing this ro
119. he admin interface e Vendor These levels are composed of permissions and optionally other components A permission is the lowest level of access control resoutces It contains a set of permissions that are granted when using a component The difference between a User ACL and other types is that a User ACL will appear as an Access Level when creating a new user or modifying an existing user s details 2000 2007 PortaOne Inc All rights Reserved www portaone com an PORTA Billing 100 System Management D A Add User gt Tied save save clos owes togost Address Info User Interface Life Cycle Mailing List Login New 3 Time Zone Europe Prague Password Web Interface Language en English Access Level v Bookkeeper Helpdesk No access 2003 12 31 Time i user Defined Date amp Time YYYY MM DD HH ZA MISS User Defined Input Format Date AAY MM DD l 2003 12 31 Time HH24 MI 55 User Defined Permissions permission is the fundamental unit of exchange in the PortaBilling100 security model Permissions are composed of an access type whether or not this is an allowed action the relevant object and the relative attribute of the object Let s take the example of ASR reports An access level called Access to ASR reports is provided within the PortaBilling100 installation I
120. he customers balance in PortaBilling100 for instance if you are selling SIP phones to a customer This means the balance will be changed so that the customer is able to make fewer calls Manual Refund Credit decrease the customer s credit balance in PortaBilling100 for instance if the customer files a complaint and you agree to give him credit toward future service use This means the balance will be changed so that the customer is able to make more calls E Commerce Charge Transfers a given amount from a customet s e commerce account to a company merchant account and issues credit toward the customer s balance in PortaBilling100 E Commerce Refund Transfers a given amount from a company merchant account to a customers e commerce account for instance if a customer files a complaint and you agree to a refund Authorization Only Verifies whether the customet s e commerce account is valid and reserves a given amount This will return a transaction ID which may be used later in a capture payment transaction This transaction will not affect the customer s balance in PortaBilline100 nor the customer s e commerce 100 PORTA H Billing 100 Adjusting Billing Parameters account Note the transaction ID will be written to the customer s Notepad entry Capture Payment Transfers a given amount from a customet s e commerce account to a company merchant account and issues credit toward the customer s balan
121. i save m save Close close ip togout E bog Name x Telecom SIP Tariff Currency USD US Dollar J Type Ordinary W General Info Off Peak Period startstop hr 1 4 ME Off Peak Description From 01 00 until 05 00 Destination Group Set X Telecon V Free Seconds 5 Post Call Surcharge 10 Login Fee 0 Connect Fee 0 Round Charged Amount XXXXx xxxOO0 vi Default Formula MIN S5 SEQ intixNxpricel amp intNxNxpriceN bi Short Description Telecom SIP Tariff Description X Telecom SIP Tariff with free seconds and postcall surcharge The logical name for the tariff object By default Ordinary The tariff can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web interface Routing means this tariff includes special extensions for routing information Currency Indicates the currency in which pricing information is defined All pricing information for a single tariff must be defined in the same currency Off Peak Off peak period definition click the wizard icon to Period launch the period format definition wizard click the test icon to run the off peak period test Off Peak Human readable description of the off peak period e g Description From 21 00 until 09 00 Working Days This field is automatically filled in by the wizard Destination set o
122. iate country automatically using the longest Admin match from the available destinations all other types Read only Destination Upload Download Procedures Upload The CSV file header contains the following fields Action Prefix iso 3166 1 a2 Description Action Add or delete encoded as and 77 or add and remove Note Only unused destinations that do not appear in the Rates table can be deleted If the action is and the prefix is already in Destinations then the update action will be performed Two letter ISO Value to be stored in Destinations iso_3166_1_a2 Country Code Note Ignored if the uploader is not Root or does not have Use country code during upload in his ACL in this case the system chooses the appropriate country automatically using the longest match from the available destinations If the Country property is not applicable then the value must be encoded as N A If the field is empty and the uploader s access level is Root then the system chooses the appropriate country automatically using the longest match from the available destinations Value to be stored in Destinations description Download The CSV file header contains the following fields Action Prefix Country Code iso_3166_1_a2 Description Add or delete encoded as All other fields 2000 2007 PortaOne Inc All rights Reserved www portaone com 41 PORTA Billing 100 Syste
123. ices before sending them to customers as well as those already on a customer s premises Instead of 2000 2007 PortaOne Inc All rights Reserved www portaone com 53 PORTA Billing 100 Networking entering the same values for codec server address and the like into each of a thousand user agents you can simply create a profile which will describe all of these parameters After that PortaBilling automatically creates a configuration file for each user agent using account specific parameters such as ID or password which it will then fetch for instance from a TFTP server and update If you decide later to change the address of the SIP server you need only update it once in the profile in order for new configuration files to be built for each user agent The user agents will then fetch them next time they go online The config file is specific to each user agent since it contains information such as username and password and so the user agent must fetch his own designated config file E 4 IP Phone Profiles gt Badd cose togout tog Effective From Name Managed By Fesch Lu ae Dies Hame Type Effective From Managed By Discontinued Description Delete Cisco ATA 186 Cisco ATA 186 0330 2006 07 13 04 45 16 Administrator only T sl Sipura 2000 Sipura 2000 2006 10 04 09 27 30 BestDeal Reseller E 4 Add IP Phone Profile fe f save fel savewciose oe i toot Name SPA 941 Managed By Adm
124. ility to change customer information make online payments and access information about all accounts under this customer Reseller Ability to set up online payment processors change rates in the subscriber s tariff modify parameters of the subscriber s product create sub customers and accounts under them make online payments create CC staff accounts Advanced Same as above plus read only access to customer s own Reseller tariff the tariff used by the PortaBilling owner to charge the reseller T Do not assign a reseller ACL to a retail customer of vice versa this will definitely have undesirable results User Management The User Management screen shows existing users registered in the system and also allows you to edit current user information or add and delete users To add a new user select the l Add button from the User 2000 2007 PortaOne Inc All rights Reserved www portaone com ap PORTA Billing 100 System Management Management screen The user list table contains the following information and operations E 4 User Management gt Baa aose toget tog Login Access Level E mail Description Status Delete demo root Screenshots kzhilenko portaone com User for screenshots taking helpdesk Helpdesk helpdesk portaone com Helpdesk staff keeper Bookkeeper keeper portaone com kzhilenko Root konstantin zhilenko portaone com Konstantin Zhilenko pb root Root monitor portaone com ROOT created o
125. in at least one of their first 8 characters o Itis prohibited to change a password within one 1 day of the previous change o The initial password must be changed on the first login o Passwords must be changed at least once every 30 days o Use dictionary checking to restrict password selection O Credit Card information O Credit card information is displayed as 1234xxxxxxx567 O Credit card information is stored using the same encryption as for the Payment System password 2000 2007 PortaOne Inc All rights Reserved www portaone com g PORTA Billing 100 Introduction Common Features All of the functions available from the home page main menu are also available using the drop down menus Users Mailing List Representatives Templates Destinations Destination Group Sets The Home icon tal on the left also contains a menu with shortcuts to all the other PortaBilling interfaces Admin Shortcut to this interface same result as clicking the Home icon Customers Customer Self Care interface CC Staff Customer Care Staff interface Accounts Interface for account owners end users Vendors Interface for your termination partners Representatives Interface for your sales agents or distributors The top right hand side of the interface provides users with the following information 1 The time zone where the current user operates Click on this link to select a time zone for your current sess
126. ing is available for all columns with a bi directional white arrow in the top left hand corner of the header cell To sort a column simply click on the header click the same column again for the opposite sorting order Another handy feature for sorting tables is that the table header is always visible even if you scroll to the bottom of a large table which does not fit completely on the screen Multiple Languages PottaBilling uses a flexible and extensible localization system Every user of the system admin user account customer vendor customer care admin can choose the language of the web interface for his session This does not of course affect other users thus user John can work with the system using English as his interface language while user Peter can make use of Chinese simplified as his language Currently PortaBilling supports such commonly used languages as Arabic Chinese French German Portuguese Russian and Spanish in addition to English New languages may easily be added on request please contact Porta Software to obtain the XML template files if you would like to perform the translation yourself 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 PORTA Billing 100 Introduction 4 Edit User demoroot gt i Save i Save amp Close Objects togout Bio Address Info User Interface Life Cycle Mailing List Notepad Login demoroot Time Zone America Vancouv
127. inistrator only Type Linksys SPA 941 As Copy Of None Effective From Date immediately YYYY MM DD o Time HH24 MI SS E IP Phone Profiles DEER TECH Name SPA 941 fe Effective From Type Linksys SPA 941 Date immediately YYYY MM DD Description Time HH24 MI SS Managed By Administrator only Discontinued Provision Enable yes v Resync Periodic 3600 Profile Rule key B http PB SLAVE SERVER A MA dg GPPA i env GPP B ascii_key GPP C Upgrade Enable yes Upgrade Rule Profile list mode Logical name of the profile Telephone adaptor or SIP phone Effective Date and time when the profile becomes effective From Managed By Administrator only default means that this profile 2000 2007 PortaOne Inc All rights Reserved www portaone com 5 4 PORTA Billing 100 Networking will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this profile for use by a particular reseller Indicates that the current profile is no longer in use Short text description of the profile Delete The delete icon is only visible when the current profile s effective date has not arrived yet Add Profile mode As copy of Similar to templates a user can create new profiles using previously created ones so there is no need to
128. intenance Balance 10 00000 USD Customer Class Enterprise v Additional Info User Interface Abbreviated Dialing Payment Info Call Features Subscriptions Notepad Set CLI to Account ID Set CLI To Centrex Hide CLI Call Parking Park prefix Release prefix Voice YPN Voice YPN Distinctive Ring Legal Intercept First Login Greeting Max number of simultaneous calls Enable Dialing Rules v No v Load Sample E 164 vi No v Your country code 1 Yes w Your area code s 425 Always dial the area code as a part of the number F Prefix for accessing the outside phone network No EI Prefix for domestic calls but outside of your area code e g 1 0 1 ia z International dialing prefix e g 011 00 0011 011 Emergency numbers e g 911 112 911 No v Exceptions e g 98 411 No v Local dialing number length Music On Hold No Frills Cumbia c 2001 Kevin IV Convert ANI CLI for incoming calls into this dialing format Fi Max number of simultaneous calls Set CLI to Account ID Set CLI to Centrex Hide CLI 2000 2007 PortaOne Inc All rights Reserved www portaone com Description Only allow a specific number of concurrent calls for accounts of this customer For outgoing calls always override the CLI ANI value supplied by the IP phone with the username value use
129. ion 2 Login name of the user currently logged in 3 Context help for the current screen Click this link and the Help window will pop up 4 Logout button Used to end the current session or when necessary to re login as another user 5 View Log This link is only available to users with corresponding access tights and where applicable Clicking it will open a window showing all logged activities performed on the current screen 2000 2007 PortaOne Inc All rights Reserved www portaone com g PORTA Billing 100 Introduction The toolbar often also shows a list of available actions relative to the current page This toolbar acts as the equivalent of the File menu for the application i e the usual location for the Save Close and Add operations Delete an Object in the Database If you see the icon next to an object name in the list of objects this means it can be deleted from the system Note that only objects which are not used elsewhere in the system may be deleted For instance in the screenshot below the Mera Systems and Prepaid tariffs can be deleted whereas the rest of tariffs are being used by some product or connection G k Tariff Management Name Currency Type Description Rates Delete Apollo SIP USD Routing US wholesale Mera Systems USD Routing Mera Systems x Prepaid USD Ordinary prepaid x SIP SIP Ordinary SIP SIP tariff Show Objects The Objects icon is only
130. ironment is provisioned and registers for the first time call this phone back and play a pre recotded voice message confirming service activation giving information about various available options and 50 ON Music On Defines the music on hold to be used with the IP Hold Centrex environment Choose None to disable this feature or select the default setting for the customer To upload your own music select a file on your local file system using the Browse button T o rename the music enter the desired name in the Music Name field otherwise the local file name will be used The uploaded music will replace the previous entry in the list and is usually enabled within 10 minutes By default a new customer will have dialing rules disabled This means that the system regards calls arriving from him as being in the E 164 format If you wish to define the way in which your customer dials phone numbers you can use the Enable Dialing Rules option This will allow you to enter various dial plan parameters such as an international dialing prefix or area code You may type your own number translation rules instead as Perl regular expressions if you select the Use Custom Translation Rules option 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 OG PORTA Billing 100 Adjusting Billing Parameters In order to define the phone number format which is used by this customer s accounts click Dialing rules wizard to activate th
131. is depending on the time the service was used during this period For example if the monthly subscription fee is 9 99 a progressively charged customer will be charged 0 33 daily and on the 10 day the subscription charges will total 3 33 A pattern that defines the rounding of the amount charged for a billing period e g when the monthly subscription amount is 10 00 but the service was only used for 10 days it is desirable to round the applicable charge of 3 33333 This pattern takes the form XX X000 An X to the left means that the digit s in this position will be left unchanged while a zero to the right means that this position will be rounded For example XXXXX XX000 means that the amount will be rounded up to two decimal places so that 1 2345 becomes 1 24 Note that rounding is always done upwards An extended description of this subscription plan Periodic Fees tab 2000 2007 PortaOne Inc All rights Reserved www portaone com 90 PORTA H Billing 100 Adjusting Billing Parameters In this tab you may define recurring fees which are applied to your customers while a subscription is active as well as special promotion periods The rate structure is organized as a table where columns define the rates for different billing periods and table rows specify the rates for different phases of the customer s lifetime The table of periodic fees must include at least one row marked Default Rate which specifies t
132. is measured in currency units e g USD and the counters will go up by the amount which the customer should have been charged for the call before the volume discount was applied Volume means the unit is minutes and the counters will go up by the same value as the charged call duration Note the difference between call duration and charged call duration For instance if a rate specifies 5 minutes rounding and a customer has spoken for 3 minutes 42 seconds he will be charged for 5 minutes and the counter will go up by 5 minutes as well Discount Since the discount formula is complex you cannot edit it Scheme directly Click on the column header or the icon in order to launch the discount definition wizard see the section below 2000 2007 PortaOne Inc All rights Reserved www portaone com 76 PORTA H Billing 100 Adjusting Billing Parameters Discount Definition Wizard The discount wizard provides users with a flexible tool for defining threshold values and corresponding discount values A threshold defines the maximum counter value call duration or charged amount within which the current discount may still be applied If the last available discount is to be applied regardless of the counter value e g first 200 minutes normal rate up to 500 minutes 10 discount and 20 discount after that then this last discount will be created with a special unlimited threshold Discount Wizard gt E asa ta save
133. is screen is similar to many others in the PortaBilling100 system including a search interface at the top and a results listing at the bottom By default all ACLs are shown in a paged format on this screen You may search for ACLs using any combination of Name and Type In the results listing you may also see the dependencies icon and delete icon ACLs can only be deleted when they are not in use If a component contains any included components you will be able to click on the dependencies and see search results for all dependants The following screenshot shows all dependants for Accounts full access Note that some of the dependants have their own dependencies DN Access Level Management gt E ada cose toget Blog Subsystem Group Type W ACL prototy zw ANY vi Dependencies Hame Subsystern Group Type Delete Admin PB100 ACL prototypes bd Admin Access PB100 ACL prototypes Advanced Reseller PB100 ACL prototypes sl Bookkeeper PB100 ACL prototypes Bookkeeper access PB100 ACL prototypes Helpdesk PB100 ACL prototypes Helpdesk access PB100 ACL prototypes No access PB100 ACL prototypes am gt BEBE Be Ka BS BS Do 8 15 Representative PB100 ACL prototypes lt G 4 Access Level Dependencies E Add ei Close B Log gt 0 add close ff i Loge B tog Type ane sl Dependants of Helpdesk access Dependencies Hame Subsystem Group Type Delete bd Helpdesk PB100 A
134. ist on the left side of the screen Also the search feature may be used by entering the vendor s name in the search field and clicking the Search button For a search wildcard the symbol can be used After locating the vendor all connections related to him will be displayed on the right side of the screen grouped similarly as on the Connection Management screen PSTN from Vendor VoIP from Vendor PSTN to Vendor and VoIP to Vendor Click the description under the corresponding connection type to view the Load Graph for a given connection 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 33 PORTA Billing 100 Statistics GIG Connection Load gt 8 cose ff mb tegen O Vendor PSTH from Vendor VolP from Vendor PSTH to Vendor VoIP to Vendor Airtel termination Softswitch fro Airtel Cirus At amp T test lt GIG Connection Load gt 8 dose e Ir tegen Airtel Softswitch fro Airtel Cirus Fri Oct 6 05 35 20 2006 a QQ SE Fri Oct 6 21 42 00 2006 4 v KI H bai KN a H 100 el 06 OG 08 00 10 00 12 00 14 00 M Load M Setup Time W ASR Load Threshold 5 Defined in terms of connection threshold the connection utilization graph shows the saturation of your connections as well as the setup time and ASR ASR The Vendor ASR reports screen gives the user easy access to downloads of all ASR reports that have been defined for a vendor
135. it E icon next to the desired connection modify the necessary fields and select el Save The following fields and functions are provided in the listing Field Edit Copies the connection information into the edit row Load Opens the load graph for this connection Node Name of the node used for this connection Not available for VoIP to Vendor connections The following columns are only available for PSTN connections Port Only on PSTN related connections The specified port for PSTN origination or termination The port can be set using wildcards match any symbol match any sequence of symbols The wildcard symbols and P should not be used CLD Only available for from Vendor connections Specifies the access number that the customer dialed in order to reach your network The following column is only available for PSTN from Vendor connections Info Digits Info Digits is ISDN Originating Line Information sent by the gateway which allows accounts to be billed depending on where the call is originated from Simply associate the corresponding tariff with any OLI in Accessibility Please note that the gateway should be configured to support OLI The following column is only available for VolP to Vendor connections Remote IP IP of the remote gateway The value in this field should be in one of the following forms e IP address e g 23 45 67 89 e IP address and pott e g 34 56
136. ith VISA as the allowed payment method assigned to the currency USD However you can assign both a system with VISA as the allowed method and another with MasterCard as the allowed method to the currency USD Similarly you can assign one system with VISA to the currency USD and another with the same method to the currency EUR Test Mode is a special mode of interaction with the system It is useful during the initial setup phase when a merchant may want to test its setup without processing live card data What is a Payment Processor A payment processor is a real time transaction processing system that functions as a payment service using a secure transaction server on the Internet Merchants with a valid merchant account at an acquiring bank payment system can use this system to submit authorize capture and settle credit card or eCheck transactions without the need for a separate transaction terminal Payment System Basics This section is provided for information purposes only The terms and conditions of your payment system are subject to agreement between you and your bank or merchant service provider and should be consulted for specific information relating to your payment system care is supported in such cases Also the recurring option periodic payments is not supported and therefore should not be enabled 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 9 PORTA Billing 100 System Manageme
137. ke effect 2000 2007 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing 100 Adjusting Billing Parameters The ISO 4217 currency code is normally composed of a country s two character ISO 3166 country code plus an extra character denoting the currency unit For example the code for Canadian Dollars is simply Canada s two character ISO 3166 code CA plus a one character currency designator D Currency unit names major and minor are not defined in ISO 4217 and are listed in the table only for user convenience Visit BSI Currency Code Service ISO 4217 Maintenance Agency website http www bsi global com for more information Exchange Rates All exchange rates used within the system are listed The Effective drop down list allows you to define whether only current exchange rates Now or all exchange rates ever used gt Now will be shown The following information is provided in the exchange rate listing i 4 Exchange Rates MEL Gl Save amp Close ewde rost Effective Now b Edit Hame Exchange Rate USD Source Timestamp x Australian Dollar 1 AUD 0 75000 Manual Entry 2006 10 05 05 01 44 euro 1 EUR 1 27081 XE com 2006 10 05 04 59 12 el Pound Sterling 1 GBP 1 88169 XE com 2006 10 05 04 59 15 Kuwaiti Dinar l KWD 3 45790 Yahoo com 2006 10 05 04 59 17 5 Hryvnia 1 UAH 0 19840 Yahoo com 2006 10 05 04 59 19 H US Dollar 1 USD 1 00000 Yah
138. l 2 ABC Shuttle Ltd 2006 09 01 Partially Paid B Lol 1 ABC Shuttle Ltd 2006 08 01 Paid Select the Preview IO icon in the result list to view or print the selected invoice The Closed icon appears when an invoice has been delivered to the customer and cannot be changed n invoice is considered delivered when the customer receives an e mail with the invoice attached or clicks the View icon in the Invoice section of the Customer Self Provisioning interface If the invoice is not locked it will be automatically updated if the balance changes re costing of calls for example otherwise a new invoice with a re costing adjustment will be generated You can change the status of an invoice manually by clicking the status icon The Re create icon allows you to recreate an invoice By clicking this icon you can schedule invoice recreation This will not affect any changes except the invoice date due date layout attributes customer and or 145 PORTA Billing 100 Statistics company info and PDF file renewal Invoice recreation is useful when you want to renew an invoice date or have made some changes to a particular invoice template or if certain customer or company attributes have been changed 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 AG
139. l operator handling required Station Level Rating telco operator handled call test call TRS call frm restricted line TRS call from restricted line TRS call from unrestricted line wireless or cellular PCS roaming wireless or cellular PCS type 1 wireless or cellular PCS type 2 PORTA Billing 100 Adjusting Billing Parameters NOTE The Accessibility tab is invisible in Add New mode and will appear only when editing an existing product To add a new Accessibility entry 1 click the l Add button 2 choose a node and tariff from the drop down lists 3 type in the Access Code value if any 4 click the e Save button To edit the Accessibility list 1 click the El Edit button 2 choose a node and tariff from the drop down lists 3 type in the Access Code value if any 4 click the l Save button The Accessibility by Access Code feature requires Authorization of each account prior to a call PortaBilling proprietary attribute must be passed in the authentication request This can be done by modifying your TCL call control scripts Subscriptions This tab allows you to define a list of subscription plans which are mandatory for this product so that these subscriptions will be automatically applied to every account to which this product will be assigned E A Edit SmartCall Prepaid Product DIET Gl Save amp Close B ratero toget Product Name SmartCall Prepaid Currency USD Managed
140. ly Begins with The value of the field in the customer information must start with the specified value e g if you enter the filter value John customers with the names John and Johnny will be selected Contains The value of the field in the customer information must contain the specified value somewhere e g if you enter the filter value Eric customers with the names Eric Erica Maverick and American will be selected Is empty The corresponding field in the customer information must be empty All search operations are case insensitive so you can enter Eric as a search criteria and even if the customer s name was originally entered as eric or ERIC you will still see him in the list 2000 2007 PortaOne Inc All rights Reserved www portaone com PORTA H Billing 100 Adjusting Billing Parameters All conditions work in conjunction so in the case of multiple search criteria the customer s record must satisfy all of them in order to appear in the result list During a search operation using auxiliary fields e g fax or the contains A comparison the database cannot use indexes This will result in a full table scan meaning an increased load on the server and a longer time to produce the final result Please avoid using such search operations if not necessary By clicking on Back to simple search you can switch the form to its original mode
141. m Management NOTE For tariff uploads new destinations will be e mailed as a CVS attachment in an error report using the Destinations Upload format Action Prefix Country Code iso 3166 1 a2 Description Uploading Destinations The system is supplied with a predefined set of countries and the most common destinations for those countries If required new countries may be inserted into the database manually When uploading new destinations a super user can specify the country using its ISO country code If empty the system tries to find a country via existing destinations For example if 16045 is uploaded the system finds that 1604 is already in the database as Canada If it is not possible to find the country in this way or if the country is N A the destination will not be imported An uploaded file with such a destination will be sent back for correction in a format suitable for upload ISO 3166 1 Country Codes For more information on this standard visit the I SO 3166 Maintenance Agency website The complete title of ISO 3166 1 is Codes for the representation of names of countries and their subdivisions Country Codes o ISO 3166 1 gives coded representations of more than 230 names of countries or areas dependent on a country o ISO 3166 1 contains a two letter code Alpha 2 code a three letter code Alpha 3 code and a three digit numeric code Numeric 3 code for every entry in it
142. ment systems with external authorization It is not possible to carry out manual e commerce transactions e commerce charge and e commerce refund for customers with such a payment system Only a make payment operation from customer account self 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 7 PORTA Billing 100 System Management PaymentExpress www paymentexpress com SecureHosting www securehosting com To add a new payment system click EJ Add and enter the Account Name Login Password and Merchant in the edit row at the top of the listing Choose one or several payment methods which will be used for payments made by these payment systems To edit an existing account click Edit and copy the information from the current row into the form above Save changes using the lal Save button A recurring payment allows customers to set up periodic payments on this payment system Payment systems with recurring payment enabled are indicated by the E icon After adding the payment system it is necessary to assign it to one or several currencies in which payments will be processed using the chosen payment methods see the Currencies section Only after doing so can this payment system be used for payments by customers and accounts defined in these currencies Please note that several more than one systems may not be assigned to the same currency using the same allowed payment method i e you cannot have two systems w
143. mns are only available for VoIP to Vendor or VolP from Vendor connections RTP Describes the NAT traversal capabilities of the remote Proxying gateway e Direct RTP stream should be send directly to this node RTP proxy should not be used Optimal this node is capable of NAT traversal no RTP proxying is required unless specifically requested OnNat this node is not capable of NAT traversal engage RTP proxy if the other party is behind the NAT e Always when sending a call to this node always engage RTP proxy so that no direct media stream goes to It authorization of calls via this connection Translation Rule applied to convert a number from a vendor specific Rule format into the unified format used in billing Click the wizatd icon to launch the Dialing Rules wizard click 2000 2007 PortaOne Inc All rights Reserved www portaone com g 9 PORTA Billing 100 Adjusting Billing Parameters SG the test icon to pop up the Test Rule window Outgoing If necessary a received number can be modified before Rule sending it to the vendor for example if a tech prefix is required This is only applicable if the node which routes the call retrieves routing information from PortaBilling e g PortaSIP or MVTS This will be filled in automatically if you use the Dialing Rules wizard CLI Translates the CLI AND to a vendor specific format Translation when routing a call to the vendor s network Rule
144. n ACLs e By convention when defining a new user ACL for example DemoUser we append access to the name of a component DemoUser access to include any dependant components You should now have the skills necessary to implement the PortaBilline100 security model and customize it to suit your business environment Default User ACLS PortaBilling is supplied with the following predefined ACLs 2000 2007 PortaOne Inc All rights Reserved www portaone com ap PORTA Billing 100 System Management Root Super User read and write access to all PortaBilling objects Admin Like Root user but with some limitations cannot create new users cannot modify company info read only access to Destinations Currencies Nodes Bookkeeper Read only access to billing information Tariffs Products can change balances for Accounts Customers block unblock no access to CDRs access to reports Helpdesk Read only access to billing information Tariffs Products can modify Customer and Account parameters access to Trace Call Default Customer ACLs There are two major types of customers retail customers and resellers However since they are both customers they share the same ACL type Obviously they need quite different sets of permissions e g a reseller needs an extended self care functionality PortaBilling is supplied with the following predefined ACLs for customers Retail Access to CDRs ab
145. n installation please change the password Login The username for login and user identification The username provides a link to the edit screen for that particular user The privilege level or role assigned to the user See the Access Levels section for more information E mail An e mail contact for the user For convenience this is provided as a link so you can send an e mail to the user directly from this screen Delete A delete button appears next to all users except for the Root user created on installation This permanently deletes the user from the system Add Edit User The Add User screen allows you to enter details to create a new user account The Edit User screen allows you to change details for a particular user account Address Info 4 Edit User demoroot gt fl Save al Save amp Close Objects Logout Bim Address Info User Interface Life Cycle MailingList Notepad Company Name PortaOne Contact Deelason Mr Ms Mr Phone First Name Dee d Fax Last Name Jason Alt Phone Address 123 Hard Drive Alt Contact E mail demoroot portaone com Description Doc and Demo root Province State cz Postal Code 128 00 City Prague CountrwRegion Slovenia 2000 2007 PortaOne Inc All rights Reserved www portaone com 27 PORTA Billing 100 System Managem
146. n order to reduce waiting time and server load Ideally the search window should contain one day only To initiate a query click the Trace a Call button If no results appear try broadening the query When the results appear locate the desired call within the result set If there are too many results they will be divided across pages although in this case it is advisable to narrow the query GI E Call Trace Close 4 Objects ff Logout Destination 3 10 min H323 conf id D rom 2006 10 06 vyvv MM DD 00 00 00 HH24 MI 55 Ero 2006 10 07 YYYY MM DD 00 00 00 HH24 MI 55 Trace call Trace a call Pages 1 2 3 10 11 gt gt Total 17 z View EG CLIKani CLD dnis Country Description oe Pcie eo Amount Account Customer Vendor EE Report Time Time min sec fo H North 2006 10 06 2006 10 06 0 05042 44810747061 16047576761 macs 10 13 02 10 15 03 2 01 USD x telecom Telecom Sene 2006 10 06 2006 10 06 s Carrier 19563646551 380457644772 UKRAINE Proper 10 08 34 10 08 34 0 00 0 USD 56 78 90 1 Exchange SuperNet North 2006 10 06 2006 10 06 Carrier 38760324998 16040211301 AEE 10 07 29 10 07 29 0 00 0 USD 56 78 90 1 Exchange Solutions 2006 10 06 2006 10 06 d Carrier 92227808616 380497714137 UKRAINE Proper 10 06 53 10 06 53 0 00 OUSD 56 78 90 1 Exchange Solutions 2006 10 06 2006 10 06 0 94050 Carrier 82454291708 380449493612 UKRAINE Proper 10 04 33 1
147. ng Balance 0 00000 USD Blocked Fj Balance 10 00000 USD Type Retail Charge Credit Card When The Billing Period Is Closed Customer class default gt Effective Now EX Amount Balance Threshold From To Number of USD Frequency USD YYYY MM DD YYYY MM DD Fr Frozen Discontinued Delete Edit Accepted 2006 05 20 100 00 Balance Drive wl 200 2006 05 20 2007 01 01 NotApplicable IT x Description Amount Specify a fixed amount to be paid or click the Pay Balance icon not available when the frequency is balance driven to pay the current balance with a certain periodicity 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 4 PORTA E Billing 100 Adjusting Billing Parameters Balance driven weekly or monthly Balance Threshold From To Date Call Features Only available when the frequency is balance driven Payment will be triggered when the balance is higher than the specified threshold Dates when the payment will remain active Click the stopwatch amp icon to make the payment active immediately Using this tab the administrator can activate deactivate various call features and set up dialing rules such as an international prefix outside prefix or direct number e g 911 for a customer s IP Centrex environment Mee E Edit Customer Customer Name EasyCall Ltd Opening Balance 10 00000 USD Blocked OD Type Retail Address Info Ma
148. ng Parameters Add Edit Customer under a Reseller This is essentially the same as management of customers as described above the sole difference being that you can only create sub customers of the Retail type fi kd John Reseller Subcustomer Management r madj dse i togout ER tog Type Representative John Reseller i vi ANY vi CDRs Name Accounts Currency Type Credit limit Balance E mail Status Delete O mar Distributor USD Retail 0 00000 Account Management An account is a user of a product such as prepaid cards voucher based cards or credit calling plans Each account in PortaBilling is associated with a customer The Account Management screen accessible from the Customer interface by clicking the Accounts amp V button shows you a query screen for listing existing accounts Account Listing Search Filter There may be a very large number of accounts in the system so it is advisable to limit your search using the filter functionality Account ID The primary identification for this account an alphanumeric string Note the wildcard symbol may be used Logical name for a group of accounts Select from a list of all the customer s batches to enable the batch update pane by commas for example 1 3 8 12 logged in or logged out accounts only 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 09 PORTA H Billing 100 Adjusting Billing Parameters Bat
149. nstrates how calls are charged A Connect Fee is charged immediately upon connection and all calls shorter than First Interval 1 will be rounded to First interval seconds Free seconds are granted after the First interval so this part of the call is not charged Calls longer than First interval t Free Seconds will be rounded up to multiple Next interval seconds After that a Post Call Surcharge is applied The call illustrated in the figure above will be charged using the following formula Amount_Charged Connect_Fee First Interval Price First 60 8 Next Interval Price N 60 1 Post Call Surcharge 100 Parameters such as First interval Next interval Price First and Price Next can be specified per destination Connect Fee Free Seconds and Post Call Surcharge are defined on a per tariff basis and so are the same for all destinations in the tariff Managing Rates Online Managing rates online is very convenient for maintaining existing rate tables and for reference purposes In the case of new price lists or major updates the offline method is better 2000 2007 PortaOne Inc All rights Reserved www portaone com 67 PORTA H Billing 100 Adjusting Billing Parameters i M SIP Phone subscribers tariff rates gt Badd td save close rant gt gt gt om Logout B Log Effective From Destination nov Country Interval sec Price USD min Nl Effective From Edi
150. nt A payment system is required to accept credit cards using the system A payment system is a special account with a bank that is a member of the Visa and MasterCard associations American Express may also be part of your payment system Such a bank has been certified by the Visa and MasterCard associations and can provide you as the merchant with all the services related to your payment system You must have a credit card payment system in order to use a payment processor for credit card transaction processing The payment processor system is separate from your payment system but it may be purchased at the same time from the bank or merchant service provider which is creating your payment system The merchant service provider normally does the following e Assigns you a payment system number e Sets up your payment processor account e Assigns you a login ID and password for use with your payment processor account e Acts as your main point of contact for basic issues regarding your merchant and payment processor accounts e Enables you to add certain types of credit cards to your payment system e If the merchant service provider is also your payment processor reseller it also activates the processing capability for these cards on your payment processor account e Deposits credit card funds to your account Your merchant service provider may also provide you with MID and TID numbers The payment processor does not need these
151. numbers but some third party solutions such as certain Shopping Cart providers may require them Once your payment system is set up and live on the credit card system you can begin accepting credit cards from customers It is your responsibility to configure the payment processor to meet your own needs and to provide a hosting environment which is appropriate for the choices you have made within the payment processor 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 g PORTA Billing 100 System Management Access Levels Introduction to the ACL System Different types of users have different responsibilities within the billing system Some users may not be allowed to use or see certain portions of the system To this end PortaBilling supports the concept of Access Control Lists ACL ACLs allow the PortaBilling100 administrator to decide for example that a particular sales representative can look at customers data but cannot create new customers ACLs allow you to control what users of your site can and cannot do Without such restrictions it is almost impossible to guarantee that users will see or change only the information that they are allowed to ACL Types An access level can be one of the following e Account e CC Staff e Component cannot be assigned to users used only as a building block to construct other access levels e Customer e Representative e User access level for users of t
152. o Payment Info User Interface Call Features Abbreviated Dialing Subscriptions notepad Notepad Login Time Zone Europe Prague vi Password Web Interface Language en English vi Access Level retail vi Periodic Payments Management Enabled C Dialing Rules Management Enabled Output Format Date MM 2003 12 31 Time HH24 MI SS User Defined Date amp Time YYYY MM DD HH24 MI SS User Defined Input Format Date 2003 12 31 Time HH24 MI SS User Defined Periodic Payments NOTE The Periodic Payment tab will appear only if a suitable payment system has been set up and the appropriate online payment method has been selected as the customer s preferred payment method Periodic payment management allows the administrator and customers to set up the following parameters for automated periodic payments All registered payments for a customer are listed The Effective drop down list allows you to define whether only current payments Now or all payments ever processed gt Now will be shown Choose Now gt to see future payments or Al to list all payments Now is the default value for this filter The information in the chart below is provided in the payments listing To add a new payment click the D I Add button E A Edit Customer EREECHEN Logout te Customer Name EasyCall Ltd Openi
153. o test a dialplan for a specific telephone number or certain destinations at any moment in time GI E Test Dialplan r dse 0 toget m Date and Time YYYY MM DD HH24 MI SS 16045432345 Default Phone Number Routing Plan Destination Country Description Price ees Preference Huntstop Route to Vendor Connection Tariff British Columbia British 0 08000USD Economy 7 N 192168 030 X Telecom Telecom WE Columbia Systems British 8 Premium VolP Best Pu 0 25000 USD Premium 5 N 192 168 0 66 Best VolP PN Qualit MCI VolP 1 1604 CANADA Ce 0 07000 USD Cheap 8 N 192 168 0 25 MCI Vendor CT Tariff 2 1604 CANADA 3 1604 CANADA To test a dialplan type a number in the Phone Number field The search can be performed in real time select the OH stopwatch icon or click the date input format link to set a date using the pop up calendar Next interval price for the given destination per minute Category section for more info Routing preference for this destination See the Call Routing section of the PortaBilling User Guide for more info routes with a lower preference will be ignored The node or remote gateway IP where the call will be routed Click the link to open the connection screen Tariff The tariff used to bill this call Click the link to open the tariff screen IP Phone Profiles IP phone profiles and the IP phone inventory allow service providers to reconfigure a large number of end user dev
154. of the number of calls going through it and the number of CDR rows i 4 System Load Pec T Thu Oct 5 21 05 17 2006 Q QQ Fri Oct 6 21 05 17 2006 Calls minute 22 00 00 00 02 00 04 00 06 00 08 00 10 00 12 00 14 00 16 00 18 00 20 00 W Billable Calls W Zero duration calls Wed Sep 6 21 05 17 2006 a QQ D Fri Oct 6 21 05 17 2006 260 k E Billable Calls min The Calls minute graph at the top shows the number of calls and is broken down into Billable and Zero Duration calls The Daily minutes graph shows the total call volume in minutes that passes through your system per day 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 39 PORTA Billing 100 Statistics Database Load The Database Load graph shows the load in number of queries and the number of active threads on the master and slave databases This information may be useful in the event that database interactions seem slow or for other debugging scenarios GIG Database Load gt cose fm toot O Thu Oct 5 19 20 56 2006 a QQ Sat Oct 7 07 19 49 2006 400 350 300 250 200 150 100 50 00 00 OG 00 12 00 E Number of queries W Number of connections Connections The Connection Load screen provides the user with access to load graphs for all connections set up in the system To view the graph select the vendor to whom the connection being searched has been assigned from the l
155. omponents registering new nodes network endpoints in the system configuration etworking of User Agent profiles Tasks related to billing such as customer vendor and account management and rate plan definition maintenance of currencies and exchange rates p lt Z ee jd jd UG Tasks available to help desk staff for assistance in troubleshooting problems that clients may inquire about H Sp GH ge e CH o ag A variety of statistics and reports are available reflecting the status of the system or providing information on call recotds costing and revenue H et D et besi e MN et h e O MN 2000 2007 PortaOne Inc All rights Reserved www portaone com 7 PORTA Billing 100 Introduction PortaBilling Security PortaBilling100 is compliant with Visa Security Standards User Interface o Inactivity logout o Unconditional logout User Passwords o The minimum password length is six 6 characters In the case of long passwords only a certain number of the leading characters will actually be used however at least eight 8 characters o Passwords include both alphabetical and numerical components Passwords are stored under irreversible encryption o Itis required that the current password be used before allowing a new passwotd to become effective o The user s last four 4 passwords cannot be re used see the note above about long passwords new passwords must differ
156. oo com 2006 10 05 04 59 19 Click the Edit icon to modify the given exchange rate Select l Save or click the el Save icon in the Edit fieldto make your changes take effect The currency unit name for example Canadian Dollar Exchange Currency exchange rate Defines the number of units of Rate the base currency equal to one unit of the foreign currency For example with British Pounds as the foreign currency and U S Dollars as the base currency the base currency units would be 1 5326 and the value of this column would be 1 GBP 1 5326 as defined on the Currency page exchange rates supersede older ones To add a new exchange rate click the Add button this will start a new row in the table header Select the currency from the list and enter the exchange rate Click the Edit icon to modify an existing exchange rate This will copy the content of the current row into the table header The O 2000 2007 PortaOne Inc All rights Reserved www portaone com 60 PORTA Billing 100 Adjusting Billing Parameters Tariffs source will be changed to Manual Enter the new exchange rate then select either el Save Edit lal Save or ml Save amp Close to save changes A tariff is a collection of individual rates a rate being a per destination price Each tariff has its own set of rates Call billing is based on billing units You can define two billing units for each destination the first billing unit in
157. oolbar to add a new entry E 4 Edit First Dial MP countries query GEE Gl save t close ermm OOOO Logout Beg Name First Dial MP countries P Timezone America Vancouver Report Type Most Popular Countries Query Info Input Parameters Output Formats Run Queue Notepad Start Time eee YYYY MM DD HH24 MI SS Periodic Last Run Status Suspend Delete Edit 2006 10 01 00 00 00 Monthly 2006 10 09 14 47 02 Waiting e 2006 10 09 13 00 00 2006 10 09 13 00 03 2006 10 09 14 48 00 2006 10 09 14 48 01 Running 2006 10 17 00 00 00 Weekly 2006 10 09 14 46 01 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 41 PORTA Billing 100 Statistics produced Specifies whether the report should only be produced once or generated every day week or month applicable Status Current status of the report e Waiting Report execution has not started yet and is scheduled for the future Completed The report was to be executed only once and this has already been done Running The report is being currently produced Suspend Allows you to temporarily disable report execution but not delete the entry from the report schedule This may be convenient if you ate leaving for vacation and would like to avoid having reports piling up in your inbox during your absence NOTE Start Time specifies only the preferred start time for the report Report ex
158. or as a percentage of a positive Credit Limit value an alarm e mail will be sent to the customer owners i e the system administrators if the customer is direct or else the reseller The Preferred Payment Method drop down contains a list of available payment methods Some of these e g Cash and Cheque are virtual methods that do not allow manual e commerce transactions from the administrator interface payments from customer self care or running periodic payments Any other online methods will be available only if a payment system with such methods has been defined and is assigned to the same currency as the customer s currency Other Payment Info fields depend on the currently selected Preferred Payment Method and may vaty accordingly NOTE There are a few payment systems which use External Authorization If such a system has been chosen as a preferred method no other payment information details may be entered This is because the payment processor does not allow the system to store and reuse customer payment credentials For example if you add a payment system with the Moneybookers payment processor and VISA payment method and then assign it to the currency USD customers defined in the USD currency and using VISA as their preferred payment method will not be able to enter their payment credentials Therefore it will not be possible to run periodic payments for them or make manual e commerce transactions with them NOTE Onl
159. or s This query can also be filtered by destination and a precise time interval The Split selector allows the report to be divided into hourly and daily intervals Select a customer or vendor or a destination which may be specified exactly or use a wildcard For example all calls to England may be specified as 44 in the destination field A date and time range for the search must be specified To initiate the query click the Show results button 2000 2007 PortaOne Inc All rights Reserved www portaone com 135 PORTA Billing 100 Statistics i 4 Custom Query Te aese 3 KE Vendor Airtel Customer ALL Destination D From 2006 10 05 YYYY MM DD 00 00 00 HH24 MI 55 Si To 2006 10 06 VYYY MM DD 00 00 00 HH24 MI 55 Split No split Vv Show results Vendor s Customer s 2006 10 05 00 00 00 2006 10 06 00 00 00 Airtel 13758 5859 65573 15 42 59 UA SN 4232 61 ALL 13758 5859 65573 15 42 59 11 11 9272 29 Interval Calls Billable Calls Duration min sec ASR ALOC min sec Cost Revenue USD The results table contains two rows one each for the customer and the vendor o Calls o Billable Calls o Duration min sec o ASR Average Success Rate o ALOC Average Length of Call min sec o Cost Revenue in the PortaBilling ownet s currency A The Custom Query utility is a tool for monitoring various parameters of your current call flow It should not be used to obt
160. orth American Customer Class Retail Administrator only Retail Customer Class x Column Description Name The name of a specific customer class Managed by Administrator only default means that this class will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this class for use by a particular reseller A logical description of this customer class Add dit Customer Class The Add Customer Class page allows you to define a new customer class within PortaBilling G 4 Add Customer Class Hr id save savercore 6 coe 4 oberts 0 Name Retailcistomers TT managedby administrator only General Info Invoice Template Retail SIP Terms Due on receipt vi Invoice Grace Period Invoice Notification Intervals Invoice Re send Intervals Re collect Intervals Suspension Time Suspension Warning Time Closing Time Charge Credit Card When The Billing Period Is Closed Description The following parameters are available Name of the specific customer class Managed by Administrator only default means that this class will be used for your direct customers and is accessible only to your administrators Select a PortaBilling 2000 2007 PortaOne Inc All rights Reserved www portaone com g 4 PORTA Billing 100 Adjusting Billing Parameters reseller to
161. ption EE Format Other Format Rule Post Processing Rule Column Off peak Period A 1 Off Peak Description B 2 Destination Group Set c 3 Free Seconds D 4 sec EJERE EJE Post Call Surcharge 5 1234 12345 Login Fee F 6 1234 12345 E E RE EE z E Connect Fee G 7 1234 12345 de Formula H 8 The content of the Header Fields Columns and Footer tabs is arranged in a similar way and allows flexible mapping of information related to user documents and information in the PortaBilling Database Description Description of template components Source Column Defines the mapping of template information to the original destination document Format Data format Choose a format from the list or choose Other if the desired format is not available Provide a format definition in the following field Other Format Rule Perl code Active only if Format Ober Post Processing Rule Layout Designer The Layout Designer allows you to customize the appearance of all types of printed output in PortaBilling 2000 2007 PortaOne Inc All rights Reserved www portaone com 34 PORTA Billing 100 System Management E 4 Template BestDeal Invoice PortaOne Inc 902 2181 West 38th Ave Invoice V6M IRS Canada Page Header amp Footer E Header gt Date Fields gt Invoice Number Statement Period Footer gt
162. r users evaluating the service routes with the base quality firs C Choose only routes which guarantee profit C Send real time alerts about calls with lasses ky el Edit Order Route Category Description P a v Premiun v le pensive routes good quality a 33 w Economy Cheap routes average quality a ze v Default Default category EG 4 Edit Test drive Routing Plan gt E naa save el sovencose coe Logout Bites Name Test drive Description For users evaluating the service routes with the base quality firs C Choose only routes which guarantee profit C Send real time alerts about calls with losses Edit Order Route Category Description Default Default category Economy Cheap routes average quality Default Default category Premium Expensive routes good quality You can change the route category order by choosing an Order number Remember that if a route category is not included in the routing plan a customer with this routing plan will not have access to such routes Click the lal Save icon to make your changes take effect Please note that a larger value in the Order column pushes the given route category towards the top of the route list 1 e 99 is the first route category which will be tried O 2000 2007 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing 100 Networking Test Dialplan This screen allows users t
163. re enter a large amount of information Effective Set the time when the profile is to become effective From Click the stopwatch icon for the profile to become effective immediately In Edit mode the Profile Management screen will differ depending on the UA IP Phone Inventory The IP phone inventory allows you to keep track of IP devices SIP phones SIP ATAs etc which are distributed to your customers You will assion a profile that defines general configuration settings for each device preferred codecs address of the SIP server etc You can then assign a specific account basically representing a phone number to a specific port phone line on the IP phone PortaBilling will create a config file for auto provisioning all of these devices thus allowing you to easily manage thousands of user IP phones remotely i 4 IP Phone Inventory gt E ada close 0 r togout tog Search ANY Search Name Type Profile Managed By MAC Address Description Inventory ID Delete Ports free total SPA 2000 117 Sipura 2000 Sipura 2000 Administrator only 0 50 56 C0 0 8 1 2 1 2000 2007 PortaOne Inc All rights Reserved www portaone com 55 PORTA Billing 100 Networking HA Add IP Phone DREEMEN Name My SPA 941 Description My office Linksys SPA 941 Managed by Administrator only vi Type Linksys SPA 94L General Info Profile SPA 941 Y MAC Addre
164. rs a given amount from an account s e commerce account to a company merchant account and issues credit toward the account s PORTA H Billing 100 Adjusting Billing Parameters balance in PottaBilling100 E Commerce Refund Transfers a given amount from a company merchant account to an account s e commerce account for instance if a customer account files a complaint and you agree to a refund This transaction will not affect the account s balance in PortaBilling100 Authorization Only Verifies whether the account s e commerce account is valid and reserves a given amount This will return a transaction ID which may be used later in a capture payment transaction This transaction will not affect the account s balance in PortaBilling100 nor the account s e commerce account Capture Payment Transfers a given amount from an account s e commerce account to a company merchant account and issues credit toward the account s balance in PortaBilling100 This requires the transaction ID obtained via an authorization only transaction The amount must be equal to or less than that in the cotresponding authorization only transaction Manual Payment Credits the account balance Use this when receiving payment from the account owner Manual payment will allow the account to make more calls Promotional Credit Credits the account balance Use this when you are giving the account owner a credit toward future service due to a sal
165. s When you send traffic to the vendor s network both parties are interested in securing the connection so that no one else can send traffic to the vendor as this would then be billed to your account When using SIP it is possible to do this in a very convenient and secure way by using digest authentication In this case the vendor will provide you with a username password which will be used to authorize every outgoing call from your network to this vendor Here you can enter information about such accounts so that they can be provided automatically by billing to the SIP server 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing 100 Adjusting Billing Parameters DI E Edit Vendor gt E add fa Save i Savea cose gt Close E cons 38 connections 99 Logout E Log Vendor Name MCI vendor g Opening Balance 0 00000 USD Balance 0 00000 USD Additional Info User Interface Accounts Notepad 3 Edit Name Login Password Delete Jim Turner jimvoip RRRREREREE x H Paul Allot pallot EE x Connections Definitions Network VoIP network one or more VoIP entities that belong toa single operator Connection Point of change of network ownership Defined as a set of physical and logical parameters i e IP Port Timeslot Call Type Call Direction etc Operator A Operator B Cost A Revenue B Cost A Revenue B Operator Network owner Re
166. s delete button will only appear if there are no CDRs or connections defined for the vendor Add Edit Vendor i 4 Add Vendor Vendor Name x Telecom i Currency USD US Dollar Opening Balance o Address Info Additional Info User Interface Company Name x Telecom Ltd Contact Mr Ms Phone First Name Af Fax Last Name Alt Phone Address 2 M Krivonosa St Alt Contact E mail info x telecon conm Bcc Send Statistics summary Only ei Province State Postal Code City CountryiRegion Ukraine Description The Add Vendor page allows definition of a new client entity within PottaBilling The information required is split into two tabbed sections Address Info and Additional Info The Edit Vendor page also contains the Notepad tab for making notes The following information is required at the top of the form Vendor Name Defines the vendor name as it will appear within the PortaBilling system This is distinct from the Company Name field in the Address Info tab drop down list of available currencies Balance The information in all the other tabs is optional and need not be specified when creating a vendor Maintenance The Maintenance tab allows the administrator to correct a vendor s balance Action Manual charge Use this transaction
167. s list of country names ISO 3166 1 does not code Names of languages e g Gaelic Names of nations or peoples e g Dutch Names of groups of countries e g Scandinavia Names of continents e g Asia Names of organizations e g OAS NAFTA WHO Top level Internet domains OO Or O E E Applications ISO 3166 1 codes are used in many applications in all branches of industry trade and statistics worldwide One example of their use are the code elements from ISO 4217 codes for currencies and funds which are based on the ISO 3166 1 Alpha 2 Code e g USD for US Dollars where US comes from ISO 3166 1 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 9 PORTA Billing 100 System Management ISO 3166 2 Country Subdivision Codes ISO 3166 2 Country Subdivision Codes establishes a code for the names of principal administrative subdivisions within countries coded in ISO 3166 1 ISO 3166 2 was published on December 15 1998 The code elements used consist of the Alpha 2 code element from ISO 3166 1 followed by a separator and a further string of up to three alphanumeric characters The names of the subdivisions are given in more than one language if the country has more than one official language and if the alternative language versions were available to ISO In Uzbekistan for example there are two official languages Uzbek uz and Russian ru so the subdivision names are also listed in
168. sponsible for internetworking and wholesale in its network A connection defines the point where a call travels between the networks of two operators one of whom is a PortaBilling owner At this point we will create a CDR for the vendor the other operator describing our costs Also if this was an outgoing call we will create CDRs for both the account and the customer 2000 2007 PortaOne Inc All rights Reserved www portaone com PORTA H Billing 100 Adjusting Billing Parameters The Connections Management screen is broken down into call leg types using four tabs PSTN from Vendor VoIP from Vendor PSTN to Vendor and VoIP to Vendor Under each tab there is an edit row and then a list of the existing connections for the given type GI kd Vendor X Telecom connections T ada save ia savegcise gose O tome B veg PSTN from Yendor YolP from Yendor Pst to Yendor YolP to Yendor Remote IP RTP Proxying Transl Rule Outgoing Rule CLI Transl Rule Account Edit Load H323 SIP Delete Tariff Hide CLI Mode Description Capacity Optimal D D None X T Clear caller e EI Y 193 193 193 104 Optimal Ei Termination to X Telecom Clear caller info VolP Termination to X Telecom 30 To add a new connection enter the information in the edit row and then select D Add To edit an existing connection click the Ed
169. ss 00 0E 08 DB F8 CE Ports Total 2 Free 2 ASCII Key doobi3q Inventory ID Kz Linksys Shee decision Managed by Administrator only default means that this IP device will be used for your direct customers and is accessible only to your administrators Select a PottaBilling reseller to assign this IP device for use by a particular reseller Type One of the available device types e g Cisco ATA Sipura etc Profile Select one of the defined IP phone profiles MAC Address MAC Address of the IP phone Number of the IP phone ports phone lines ASCII Key The key which is used to encrypt the configuration information Inventory ID An ID which allows you to identify this device in the external system e g your warehouse management application Cisco ATA Expert This utility allows you to browse configuration parameters for supported UA devices in a user friendly format For example instead of entering the values 0 1 2 3 and so forth for codec selection you can pick names such as G 729 from the select menu This is convenient for single time configuration of a device or for troubleshooting i Cisco ATA Expert Login gt I geesl Jm ment IF 192 168 0 100 Ul Password Log in To edit configuration parameters enter a UA IP address and password The resulting screen will be similar to the UA Profile Management screen in the previous s
170. stname without the domain Domain The internet domain which the node is operating in Auth Transl The authentication translation rule used to transform a Rule dialed phone number into the E 164 format used in PortaBilling Manufacturer Choose Cisco Quintum PortaOne or another from the drop down list depending on the manufacturer of the equipment Type Select what role the node plays in the network from the drop down list The options are as follows according to Cisco naming conventions vorP GW the node functions as a gateway H323 Gw the node is an H 323 proxy H323 GK the node is an H 323 gatekeeper PortaSIP PortaSIP server Porta PortaUM server mvts Mera Networks VoIP Softswitch Note that only types applicable to the chosen manufacturer will be shown RTP Describes the NAT traversal capabilities of this node Proxying e Direct RTP stream should be send directly to this node RTP proxy should not be used Optimal this node is capable of NAT traversal no RTP proxying is required unless specifically requested OnNat this node is not capable of NAT traversal engage RTP proxy if the other party is behind the NAT Always when sending a call to this node always engage RTP proxy so that no direct media stream goes to it VoIP User Defines which parameters e g ANI IP DNIS etc Name should be used to identify which account the call should be billed to This applies to calls tha
171. t defines only one permission which appears as in the following screenshot BEG Edit Access Level gt LD add f l Save id Save amp Close amp close fl Dependencies togout Bios Name Access to the ASR reports Type Component Cd Subsystem Pe100 PB100 Hidden Component Group Reports Reports Object attribute permissions Notepad Edit Access type Allow Deny Object Attribute E Read Allow WebForms ASR The Access type is set to Read and the permission is to Allow This permission applies only to WebForms objects which have the attribute ASR There are four possible access types e read view the specified resource e update modify the resource e insert create new instances of the resource type e delete remove instances of the resource from the system 2000 2007 PortaOne Inc All rights Reserved www portaone com 51 PORTA Billing 100 System Management The field Allow Deny defines whether this permission has been granted or withheld You should never have to provide fine grain permission information yourself as all possible permissions are already encapsulated in the components of your PortaBilling100 installation For this reason we will not discuss the Object and Attribute fields further in this section However it may be useful to know that wildcards can be used in these fi
172. t Destination YYYY MM DD Delete Description First Next Pirat Next a ai HH24 ML SS Peak Off Peak CZECH REPUBLIC Peak 0 12000 0 12000 2004 07 30 420 Proper Off Peak 0 11000 0 11000 22 32 08 CZECH REPUBLIC Peak 0 11000 0 11000 2004 07 30 4202 Prague Off Peak 0 06000 0 06000 22 32 17 CZECH REPUBLIC Peak 0 23000 0 23000 2004 07 30 420601 Mobile Off Peak 0 20000 0 20000 22 33 09 On the Tariff Management page click the Rates icon for a tariff The filter at the top of the screen allows you to view rates depending on their Effective From date or Destination The Effective From drop down list allows you define whether only current rates Now or all rates ever used gt Now will be shown To edit an existing rate click the E Edit icon next to it to copy rate details into the form Note that if a tariff contains peak and off peak rates there will be two rows of fields the top one is for peak rates and the bottom one is for off peak rates Usually you will enter rate data for each destination separately However if the tariff has a Destination Group Set defined by clicking on G in the Destination column header you can switch into Destination Group mode Now you can enter a destination group name e g UK Mobile instead of a prefix and the system will automatically create rates for all of the destinations in that group
173. t arrived to this node from the IP network values taken from the answet VoIP call leg Note that this parameter is only applicable to Quintum gateways Telephony Defines which parameters e g ANI port ID DNIS User Name etc should be used to identify which account the call should be billed to This applies to calls that arrived to this node from PSTN values taken from the answet Telephony call leg Note that this parameter is only applicable to Quintum gateways Radius Client Check this box if the node will provide accounting 2000 2007 PortaOne Inc All rights Reserved www portaone com 50 PORTA Billing 100 Networking records to the Radius server Radius Key This input will be available only if the node has been designated as a Radius client This is the authentication key for all Radius interactions An easy to remember passwotd may be generated automatically by selecting the Auto button Radius More than one interface can be present on the node Source IP specify the IP address of the one that communicates with the Radius server Route Categories This screen allows you to define new categories into which you can divide your available routes To create a new category select H Add from the toolbar DS Route Categories p gt E ade Gl sentre 8 cose toget eel Edit Hame Description Delete Cheap routes average quali E L DS Route Categories Scr SESCH Description E
174. terval and the next billing unit interval Billing unit precision is one second and the minimum length of each unit is likewise one second Typical billing unit configurations include 60 6 the first unit i e the minimum charged call duration is one minute and subsequent intervals are one tenth of a minute i e six seconds and 1 1 per second billing GG Tariff Management add aose togoutj Ed bog E Name Currency Type Description Apollo SIP USD Routing US wholesale Mera Systems Routing Mera Systems Prepaid i Ordinary prepaid SIP SIP Ordinary SIP SIP tariff The main Tariff Management screen shows a list of all existing tariffs Tariffs can be located using the Search form by selecting a reseller from the drop down list or choosing the tariffs name To edit a tariff click on its name in the list Click the Edit Rate I icon to edit individual rates for the given tariff The Delete icon will be visible only when the tariff is not in use not assigned to any customer or vendor and not being used in any product s accessibility and enables permanent deletion of the given tariff Add Edit Tariff To add a new tariff to the system select Add to go to the Add Tariff screen Existing tariffs can be edited by clicking on the tariffs name in the list 2000 2007 PortaOne Inc All rights Reserved www portaone com 61 PORTA H Billing 100 Adjusting Billing Parameters E Add Tariff gt
175. the Edit query page you can alter various parameters of this query Description This report displays ten the most popular destinations in which calls were made for specified customer in the specified time limit This report chooses the customer s or account s CDRs and sums CDR charged amount CDR charged time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance with sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country Click the E Run HTML button in the toolbar to run the query and immediately see the result in your web browser Query Info Tab Send Report To If this check box is ticked after every query Owner execution the user who executes the report will receive a copy of the report result by email Make sure you have defined your email address in the user settings Send Copy To Send a copy of the report result to another email address General description of this report Input Parameters Tab The contents of this tab are based on a particular report and allow you to manage report parameters e g for Most popular destinations you are able to specify the date range and customers Output Formats Tab This tab includes two separate areas Output Format where you can define how the values of columns should be present
176. themselves e g only the network administrator can do 2000 2007 PortaOne Inc All rights Reserved www portaone com 30 PORTA Billing 100 System Management it and thus may need to escalate this problem to your technical staff When they send an error report from the web interface it will be received by the admin users subscribed to this mailing list Mailing List The Mailing List Management page allows you to define which e mail alerts are to be sent to different users see Mailing List Subscription H Mailing List Management gt cose i togout Bi tog User Subject ALL users ll types User Subject demo root NONE helpdesk NONE keeper General billing misconfigurations kzhilenko Merchant account error Mismatch in the Destinations or Rates table pb root Replication problems Select a user from the User drop down list to view which mailing lists a particular user is subscribed to Select a mailing list from the Subject drop down list to view all users subscribed to a particular mailing list Representatives You may need to track income associated with people with whom you have a business relationship These people may sometimes be employees while in other cases they are dealers partners at a law firm or independent contractors NOTE Representatives do not participate in billing or revenue sharing They are listed for information purposes only as required when
177. these two languages The Romanization systems used to convert the country subdivision list from non Roman to Roman script e g from Cyrillic in the case of Uzbekistan are also given The abbreviations and language codes ISO 639 used in the header preceding the subdivision list for each country are explained in annexes to the standard Destination Group Sets Very often a logical destination e g Czech Republic Mobile will consist of multiple prefixes 420601 420602 420604 420732 and so on It would be quite inconvenient to repeat the same create a new rate operation for every individual prefix since all of the price parameters are the same Thus you could create a destination group CZ Mobile and then perform create a new rate only once with the rates for all of the prefixes being created automatically However since different carriers might include different prefixes in the Czech Republic Mobile category we need to be able to maintain different sets of destination groups Creating a New Destination Group Set To add a new destination group set click the amp Add button The Save New icon will appear next to the name i kA Destination Group Sets lt gt Gadd im save coe B Logout ZS Se a Ed Hame Delete a a a Be D zen O 2000 2007 PortaOne Inc All rights Reserved www portaone com 43 PORTA Billing 100 System Management E Destination Group Sets
178. to adjust the vendor s balance in case of non call related charges from the vendor For instance if the vendor is charging you for an equipment 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing 100 Adjusting Billing Parameters purchase Manual refund Use this transaction if you have received credit to your account For instance if you complained about the vendor s service quality and have agreed for certain funds to be credited toward future services mur Visible comment A comment on this transaction visible to the vendor in the CDR browser Internal comment An internal comment on this transaction not visible in the CDR browser and only accessible directly from the database Additional Info Offset Balance Defines the customer for automatically offsetting the with Customer vendor s balance if this vendor also sends you traffic i e he is also your customer You may only choose a reseller or retail customer defined with the same currency Minimum When the balance reaches the threshold value the Amount to current vendor s balance will be applied as credit to the Offset chosen customer and reduced to zero CDR records for both the vendor and the customer will be created for this transaction User Interface The User Interface tab content is identical to that described in the User Interface section of the User Management section of this guide Account
179. tomer s name in the search field and clicking the Search button The wildcard symbol o may also be used i 4 Customer reports 3 2 mi tow x E ABC Shuttle Ltd Download Options CH CDR Types Invoice Debit Asgard Telecom BestDeal Reseller EasyCall Ltd Fist Dial Noy 2005 Mo Tu We ThFr Sa Su Aa 123456 4 7 8 910111213 4614151617 181920 47 21222324252627 48 28 2930 Mar 2006 Mo Tu We ThFr Sa Su 9 12345 10 6 7 8 9101112 1113141516171819 1220212223242526 132728293031 Jul 2006 Mo Tu We ThFr Sa Su 26 12 273456789 2810111213141516 29 17 181920212223 30 24 25 26 27 2829 30 3131 Dec 2005 Mo Tu We ThFr Sa Su 48 1234 495678 91011 50121314151617 18 5119202122232425 522627 28293031 Apr 2006 Mo Tu We ThFr Sa Su 13 il pE 43456789 1510111213141516 16 17 18 1920212223 17 24 25 26 27 282930 Aug 2006 Mo Tu We ThFr Sa Su GE CU 32 7 8 910111213 33141516 17 181920 3421222324252627 3528293031 Jan 2006 Mo Tu We Thr Sa Su 52 il BEB isis 2 9101112131415 316171819202122 42324252627 2829 53031 May 2006 Mo Tute ThEr SaSu 18 El E EG EG ES RE SS 19 8 91011121314 2015161718192021 21222324252627 28 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 W AE 3 4 56 7 8 910 37111213 14 15 16 17 38 18 19 20212223 24 392526 27 28 29 30 Feb 2006 Mo Tu We ThFr Sa Su 5 12345 6 6 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tue ThFr a Su 22 1 i
180. ula and shows the resulting cost and duration of the call The formula can be used both ways either to calculate the call s cost given its duration or to see how long a call ought to last given its cost DS Edit Mera Systems Tariff gt tel save i Save Close amp Close d Upload Rates Test Logout I Log Name Mera Systems Currency USD Type Routing General Info Web Upload amp Download Off Peak Period startstop hr 1 3 Si Off Peak Description From 01 00 until 04 00 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 72 PORTA H Billing 100 Adjusting Billing Parameters DS Test Call Rating gt dose 0 fotogouef ee Mupp HH24 MI SS Result of the testing 2006 05 19 23 37 26 Date and Time Formula Phone number 44625524678 Expanded Formula MIN 1 SEQ 1x1x0 1 amp 1xNx0 2 Simulate call charges based on the call duration Simulate authorization based on the available funds Call duration 10 00 HH MESS MESS or SS Test Charged amount 1 99834 USD Real charge history 1x1x0 1 599x1x0 2 G Test Call Rating gt dose A fourogoutf vyyy mm DD HH24 MI SS Result of the testing Formula Phone number 44625524678 Expanded Formula MIN 1 SEQ 1x1x0 1 amp 1xNx0 2 Simulate call charges based on the call duration E Ode Real credit time 50 min 0 sec 3000 sec Se ee eee ae Announced credit time 50 min 0 sec 3000 sec
181. urrency The password used to authenticate any calls made using this account If an account has e mail info associated with it the owner of the account can reset the password for self care access and the new password will be sent to this e mail address Accounts are grouped into batches If a new batch name is provided in the text field a new batch will be created when you add the account Otherwise an existing batch should be selected from the drop down list Read only The sequential number of the account in the current batch Batch name and control number uniquely identify an account and are often used for prepaid calling cards Applicable only for debit accounts specifies when the account has used up all of its available funds The opening balance for this account The amount refunded to the account owner Charges not directly associated with calls the account has made for instance a maintenance fee or login fee Maintenance Tab Description Manual Charge The debit account balance in PortaBilling100 for instance if you are selling SIP phones to a customer This means the balance will be changed so that the account is able to make fewer calls Manual Refund The credit account balance in PortaBilling100 for instance if the account files a complaint and you agree to give credit toward future service use This means the balance will be changed so that the account is able to make more calls E Commerce Charge Transfe
182. user a display of the current period definition The top text area displays a verbal definition of the period From 6 00pm until 6 00am and the bottom one contains this same information in a format that can be parsed by PortaBilling hr 6pm 5am This sets up the first period in order to continue skip the following screens by pressing the Skip or Next button until the Period definition completed message is displayed then press the Add button to add another definition to this period The wizard now returns to the first screen NOTE Time Period treats all formula elements as inclusive Thus in the example above 6pm to 6am will be represented as hr 6pm 5am This is perfectly correct since 5am actually means all of the 5th hour 05 00 00 05 59 59 Now for the weekends pressing the Skip or Next button go to the second screen and select Weekend or holding down the lt Ctrl gt key select Saturday and Sunday from the list Select the Next button and skip until the Period definition completed message is displayed Press the Add button to add another definition to this period To include January 1st in the off peak period definition skip to the Day of Month screen and select 7 Click the Next button Now select January click Next skipping forward to the next screen Follow the same steps to select the December 24 26 interval Hold the lt Ctrl gt key down to select multiple entries On the next scre
183. ust mark all of them using the checkbox in the column on the far right and press the Cleanup calls presentation button The Call duration greater than min option allows you to auto select calls with a duration greater than the entered value so that you can quickly select suspiciously long calls SIP Log Viewer The Sip Log Viewer page allows you to view billing logs of PortaSIP calls You need to know the Call ID of the specific call in order to trace it If you do not know the call id e g you just made a phone call from a SIP 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 ap PORTAL Billing 100 Help Desk phone and it failed you can display all call attempts for a recent period and locate the call id of your call according to CLD or other parameters i 4 SIP Log Viewer pat PortaSIP node 192 168 0 55 PortaSIP vi Trace a call CallHD but not H323 Cont ID 7e4fS2ad edfd3c15 192 168 0 55 cer cull linte Another Call ID optional e g for callback calls For last sELECT el Search log file for today vi Use carefully et genee may produce huge list of calls include log file for the previous day in the search O 9 p y Filter do not show selftest calls Output format 8 only text log O log with call diagram experimental does not work for all calls Text only log r 27 Jul 00 00 14 GLOBAL ser RECEIVED message from 219 74 184 194 10581
184. w You still need to save the whole form use el Save in the toolbar for this d A Fot yout convenience the periodic fee table in Edit mode provides auto population of the fields e If you type a value in one of the span N columns a re calculated value will be entered automatically in all other empty columns For instance say you plan to define a special promotion for the first month If you type 1 in the N column under the Monthly billing period the N columns for Bi Weekly Weekly and Daily billing periods will be automatically filled with 2 4 and 30 respectively e If you type a value in one of the Fee columns a re calculated value will be entered automatically in all other empty columns For instance when defining a special promotion for the first month as 2000 2007 PortaOne Inc All rights Reserved www portaone com 97 PORTA Billing 100 Adjusting Billing Parameters mentioned above if you type 9 99 in the Fee column under the Monthly billing period the Fee columns for Bi Weekly Weekly and Daily billing periods will be automatically filled with 4 995 2 331 and 0 333 respectively Also below the table in which you enter periodic fees you may see another table providing an extended explanation of the fee structure 2000 2007 PortaOne Inc All rights Reserved www portaone com g 9 PORTA Billing 100 Adjusting Billing Parameters Products A product is a combination of services that you provide to
185. will follow the first and so on For example if you specify 100 accounts with ID prefix 1 and ID length 4 and there are already three accounts within the defined range 1000 1100 1200 the first generated ID will be 1201 the second 1202 and the last 1300 In either case if there is not enough room to generate the specified number of accounts generation will not begin and an alarm e mail will be sent immediately 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 20 PORTA Li Billing 100 Callshop Features Mes ww CDRs Timer Receipt oi IO amp oO e a amp oO amp a amp oO e a e oO amp o amp a amp Account ID Adjusting Billing Parameters Accounts of Retail Customer Fist Dial Fe E ada Account Generator coe ror SIP Status Advanced any search vi Show Accounts si ANY GE Account ID 01180 amp 01181 Idle days Currency Balance Credit Limit Type Product Batch Status SIP 50 00000 Credit First Dial product First Dial 50 00000 Credit First Dial product First Dial 0 UAH 2 UAH 27 26600 3 66000 PortaBilling100 demo New installation Callshop Receipt First Dial Ltd 15 Shevchenko blvd Kiev 04047 Tax ID 6659211367 From To Country Date Time Charged time min sec Amount UAH 01180 380442497659 UKRAINE 2006 10 06 09 55 42 0 10 0 07600 Start Timer 2006 10 06 09 55 32 0 00 0 00000 Total Charge
186. y resellers direct retail customers and their accounts are allowed to use a company s payment systems and payment methods for e commerce payments both manual and periodic A reseller should define his own payment systems and assign 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 9 PORTA Billing 100 Adjusting Billing Parameters these to the appropriate currencies in his self care so that those payment systems will be used by his sub customers and their accounts Retention Restrictions IMPORTANT A merchant may not use account and transaction A information for any purpose other than assisting completion of a payment card transaction or as specifically required by law Merchants may collect a payment card number and expiration date independently of a payment card transaction only with the express consent of the cardholder A merchant may only retain this information for the sole purpose of facilitating future payment transactions A merchant must not provide this information to any other person except for the sole purpose of assisting completion of a payment card transaction User Interface The login and password information for Customer Self Care refer to the credentials required on the self care web page An easy to remember yet secure password may be generated automatically by clicking the Auto button Check the Periodic payment management enabled option to enable the customer himself to manage p
187. yments for this customer have been suspended due to repeated errors for instance the customer canceled his credit card and did not enter the information for his new 2000 2007 PortaOne Inc All rights Reserved www portaone com 97 PORTA Billing 100 Adjusting Billing Parameters 1 card in PortaBilling Click the delete icon to remove the customer The delete icon will only appear if there are no CDRs accounts or sub customers owned by the customer or other entities products tariffs etc managed by the customer Advanced Search In advanced search mode you can specify an unlimited number of search conditions Every condition applies to a particular field e g customer s ZIP code Click on Add a new search condition to add another condition i 4 Customer Management fe E asa aose 0 op t gone to Type Representative Search Back to Direct Customers vi ANY vi simple search PI Add a new search condition Advanced Search Criteria Name vi Begins wi W J Contact vi Is empty vi Country Region vi Is vi US Company Name vi Contains vi Ltd CDRs Name Accounts Subcustomers Currency Type Credit limit Balance Status Delete O ABC Shuttle Ltd USD Retail 0 00000 sl Lol Callshops T USD Reseller 0 00000 sl Lol Easycall Ltd USD Retail 0 00000 admin easycall com E John Reseller USD Reseller 0 00000 x must match the search criteria exact
188. your internal rules you can also add a name meaningful to your reseller For example for the tariff name aABC SmartCall USD 1800 the short description will be Smart call using a toll free number Tariff description Free Seconds Connect Fee and Post Call Surcharge are only applied when the default rating method is used For more about different call rating methods see the PortaBilling Administrator Guide Off Peak Period Definition Wizard Off Peak Period Definition r de TT Off peak rate is used if Call starts during the of peak period Call finishes during the off peak period G Call starts and finishes during the of peak period The Off Peak Period wizard provides users with a flexible tool for defining the off peak period of any tariff On a sequence of screens the user may select a time interval day of the week day of the month and month multiple select is allowed The following example illustrates the process of creating an off peak period that starts at 6pm every day and lasts until 6am the next morning Another off peak interval is on weekends We will also include some holidays i e January 1st and December 24 26 2000 2007 PortaOne Inc All rights Reserved www portaone com 63 PORTA H Billing 100 Adjusting Billing Parameters In the first screen select 6pm in the From column and 6am in the Until column Now click the Next button The two text areas on the right of the screen give the

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