PortaBilling: User Manual
Contents
1. General Info Off Peak Period 15 Off Peak Description el Free seconds Post Call Surcharge Login Fee Connect Fee Short Description Tairff to route calls to the UM Description HEZ Tariff Management gt Gi Addnew 8 Cose LI Managed By Search None Routing Ext v E Hami Currency Managed By Description Edit Rates Delete PortaUM routing USD None Routing Ext x In the Management section of the Admin Index choose Tariffs On the Tariff Management page choose Add New 3 Fill in the New Tariff form o Name short name for tariff object This is the name you will see later in the select menus D c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 B Porta EA UM Setting up and using UM services o Managed by since you need to create a tariff for routing calls to the UM gateway make sure you will choose None Routing Ext here o Off peak Period just leave this field is empty o Off Peak Description description of the off peak period automatically filled by the off peak period wizard you do not have to fill in this field o Currency since this is a fake tariff just choose the same currency as your Base currency o Free seconds Post Call Surcharge Login Fee Connect Fee leave all these parameters empty o Short Description short tariff description put Porta UM routing2. Default prompt Play Disconnect prompt Play Before Action Prompt if Auto Attendant can be selected from the Options menu The main screen lists all the menus available in the system To modify one of the existing menus select its name from the list To add a new menu select Add from the action panel c 2001 2006 PortaOne Inc All rights Reserved www portaone com 28 Porta Ka UM Setting up and using UM services Auto Attendant e E Addnew close PBtosut Always From 08 00 until 20 00 Workdays of any month Eg E Edit Sales Menu gt 6 save Save amp cose Ge E q Mig Name sales Active From 08 00 until 20 00 Always workdays A of any month Wizard Edit Sales Menu bel Save im Save amp Close Close Name sales Active From 08 00 until 20 00 aj Always workdays of any month Wizard Intro Menu Default Event Action Destination Play Before Action File NotActive Defaut A MW PO Browse 1 mae x PF o Browse Transfer x 19661234s6 Po Browse menu Roo l M CAmain menuau Browse Do e E Po Browse Po Browse Browse Po Browse Po Browse Bri Po Browse o Browse Bris Po LBrowse e E K pfaut po o fau do Fr fau do Fr Defaut sx Fr pfaut do Fr oan ml Jnr Timeout bet I 1 DP O 0 JJ
3. minimum NOTE To view downloaded CDR files in Windows please do the following My Computer gt Control Panel gt Regional Settings gt Number gt List Separator type to match PortaBilling default list separator c 2001 2006 PortaOne Inc All rights Reserved www portaone com 4 Porta E UM System concepts 1 System concepts c 2001 2006 PortaOne Inc All rights Reserved www portaone com 5 Porta E UM System concepts PortaUM s role in your VoIP network e P SIP phone S SIP phone e Phone a iP gt ATA186 Router NAT E TN E Router Al re SoftPhone NAT Porta K4 UM lt SoftPhone PortaUM Unified Messaging system 1s one of the key components of PortaSwitch a software based Communication Service and Subscriber Management Platform directly addressing the needs of modern communication network providers seeking new revenue streams from tools that unify their voice data and fax traffic within a single network and allow for the diversification of their current service offering Porta UM handles voice fax and regular e mail messages as objects in a single mailbox that a user can access via a web interface or by telephone c 2001 2006 PortaOne Inc All rights Reserved www portaone com Porta E UM System concepts PortaUM components E Periodical Noia TOL VXML amp Voice Prompt
4. node gateway GW NY 01 the call I authorized e SIP server will checks his registration database but it appears that this account is not online at the moment If B has unified messaging services enabled then the call will be redirected to the voice mail system and A can leave a message for him 9 The same thing would happen if B is online but does not answer his phone 7 8 c 2001 2006 PortaOne Inc All rights Reserved www portaone com g Porta amp UM System concepts Supported services Leaving voice messages to a PortaUM user PortaUM allows your SIP customer to have an automatic answering machine wherever she is not online or does not answering within configurable time period This service wotks both when the call comes from PSTN and when the call comes from another SIP customer See section Call Process above for detailed call flows 1n this case Sending faxes to a PortaUM user In addition to voice messages your UM enable SIP customer will be able to receive faxes to his answering machine When the call is forwarded to PortaUM it automatically detects start of fax transmission and switches into fax receiving mode Sending e mail messages to a PortaUM user PortaUM allows your SIP customer to have an ordinary e mail account to which he can receive ordinary e mails Retrieving own voice messages and e mail messages using SIP phone Your SIP customer will be able to retrieve his messages using SIP p
5. or similar This field is mandatory o Description extended tariff description 4 Click Save amp Close Enter Rates Modifying tariffs for SIP users First of all we should make sure that your customers are allowed to call voicemail In order to do so we should add the rate for calling the special voicemail number into the tariffs used for your SIP subscribers i 4 Tariff Management PL nanen 6 ese p rogo Managed By Search None Search Hame Currency Managed By Description Edit Rates Delete PortaUM routing USD None Routing Ext Prepaid cards USD None What we charge prepaid card users SIP phone subscribers USD Mone What we charge our SIP phone subscribers for the outgoing calls HEC SIP phone subscribers tariff rates Effective From Destination m Ww Interval 1 Interval H Price 1 PriceH D Effective From Edit Destination Country Description ae Ea ds UE OR EE T Delete ld 25 Not Applicable PortaUM i o o immediately ajaja c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 Porta EA UM Setting up and using UM services HEC SIP phone subscribers tariff rates Effective From Destination bra Cesare Now v E Interval 1 Interval M Price 1 Pricen D Effective From sec sec USD min USDimin pp MM vy HH24 MI SS Y O eet Edit Destination Country Description hl S IL jajaja 420 CZECHREPUBLIC Proper
6. 6 0415000 015000 13 41 03 08 33 41 420802 CZECHREPUBLIC Mobile 6 017000 0 17000 13 41 03 08 37 53 98 NotApplicable PortaUM 1 0 00000 0 00000 24 11 03 09 12 38 1 When you ate on the Tariff management page and you see the list of the available tariffs click the Edit Rates icon next to the name of the tariff When you ate in the Tariff management for a particular tariff then click on the Edit Rates in the toolbar 2 When in the Edit Rates screen click Add New 3 Fillin required information o Destination destination prefix for your voicemail which you have created earlier o Interval 1 first billing unit in seconds o Interval N next billing unit in seconds o Price 1 per minute price for first interval If you plan to provide calls to voicemail for free put 0 here o Price N per minute price for next interval If you plan to provide calls to voicemail for free put 0 here o Off peak Interval 1 first billing unit in seconds for off peak time o Off peak Interval N next billing unit in seconds for off peak time o Off peak Price 1 per minute price for first interval for off peak time o Off peak Price N per minute price for next interval for off peak time NOTE Off peak fields appear only if off peak period has been defined for tariff o Effective from if you want this rate to take effect sometime in the future you can either type a date manually or use a calendar click on the DD
7. Desctiption column that will clearly identify that this 1s a special prefix assigned to UM HE Destinations ENS 4 Add New Downloa wi Get default set Upload e Prefix country Description gt ABCDEFGHIJKLMNOPQRSTUYWXYZ Edit Prefix Country Subdivision Description Delete Not Applicable v Not Applicable v PortaUM 4 Click Save 5 Add destination for the PSTN UM number if you have it c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 3 Porta EA UM Setting up and using UM services Create Nodes Now you have to enter your PortaUM server and UM gateway used as a platform for VXML as nodes PortaBilling requires some key information about your network equipment such as the IP address h323 id Radius shared secret etc i 4 Node Management gt E Addnew 9 close p Logot H323 ID IP Radius Client C Yes C No Cal Show Nodes Hame h323 id IP Radius Client Delete i E Add Node fel Save i Save amp tlose Close E Node Name Portaum E Node info E h3gg3 id portaurn mydormain com Type VOIP GU v is TT h32 password cisco Manufacturer Cisco a NA IP Address 60 12 34 90 E HoBtname E DoPhain Radius Client n Auf Transl Rule 2 Radius Key secret Aute Tine Zone Anarica Vancouvar v Radius Source IP 60 12 34 90 HEZ Node M
8. telecom operator and make sure that calls made to these numbers on the PSTN network are routed to your gateway via the telephony interface e C wishes to call A He dials A s phone number and since C is in US he dials it in the North American format 2027810003 e This call is routed through the telecom network to the gateway GW NY 01 When the incoming call arrives on the gateway 1 it starts special TCL application to handle this call This application does several things o Converts phone number into the E 164 format so 2027810003 will become 12027810003 O Performs authorization in the billing Z if A 1s allowed to receive incoming telephony calls from GW NY 01 and in case if you charge for the incoming calls what is the maximum allowed call time basing on A s current balance 3 Important issue is that authorization should happen without the password check because application does not know valid password for the SIP account O Starts outgoing call to 12027810003 o When the call will be established starts the timer and will disconnect the call when maximum call duration is exceeded o Gateway is configured that it knows that the calls to 1202781 Numbers should be sent to the PortaSIP server so it sends INVITE to the PortaSIP 4 e PortaSIP receives INVITE but without authorization information So PortaSIP server performs authentication basing on the IP address 5 6 And since this calls from our trusted
9. 00pm until 6 00am while the bottom one contains the same information in a format which can be parsed by PortaBilling nz 6pn 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 Click Add to create another petiod definition the wizard returns to the first screen Now for weekends by pressing the Skip or Next button go to the second screen and select Weekend or hold the lt Ctrl gt key and select Saturday and Sunday from the list Now use the Next button skipping forward until the Period definition completed message is displayed Click Add to create another period definition To include Januaty 1st in the period definition skip to the Day of Month screen and select 7 Now click the Next button Select January and click Next skipping forward until the Period definition completed message is displayed Use the same approach to select the December 24 26 interval Hold the lt Ctrl gt key to select multiple entries To review your work look in the top text area The following should be displayed From 6 00pm until 6 00am any day of any month OR Sunday and Saturday of any month OR 1 of January OR 24 26 of December If the definition is correct select Finish Intro Menu Default These three fields work similarly to the Voicemail recording feature c 2001 2006 PortaOne Inc All rights Reserved ww
10. C t 4 W N e I l ie e e e e e e e e K K K K K K K K K F K K Menu Edit mode After selecting one of the existing menus please allow all the prompts to load in your browser this may be viewed on the status indicator in the action pane The fields of the Menu Edit screen are explained below Name A logical name for the menu i e Sales for a sales department Active Time definition when the current menu is active To set the menu as always active select the Always button on the right PortaUM also provides users with a Period Wizard a flexible tool for defining a time period of any complexity Period Definition Wizard c 2001 2006 PortaOne Inc All rights Reserved www portaone com 99 Porta E UM Setting up and using UM services Via a sequence of screens the user may select the time interval day of the week day of the month and month multiple selection is allowed The following example shows the process of creating a period starting at 6pm every day and lasting until 6am the next morning Another interval is used during weekends We will also include some holidays e g January 1 and December 24 26 In the first screen select 6pm in the From column and 6 am in the Until column Now select the Next button The two text areas on the right side of the screen provide the user with a display of the current period definition The top text area displays a verbal definition of the period From 6
11. IESS PA PortaUM 10 1 1 o lo immediately lalala B HET PortaUM routing tariff rates Effective From Destination ww rfc eunt Routing Ext E interval pices pricen Effective From GF O necte Preference Huntstop sec sec USD min USDimin pp we vy HH24 MESS IL IL IL Il BOO PortaUM 1 0 00000 0 00000 24 11 03 09 19 45 Edit Destination Country Description R Not aE Applicable 2 When in the Edit Rates screen click Add New 3 Fill in required information o Destination destination prefix for your voicemail which you have created earlier o Preference put 10 in this field This is the highest routing priority since calls to voicemail should always be routed to the UM gateway o Huntstop check the box since we do not to use any other route for the UM except direct call to the UM gateway o Interval 1 Interval N put 1 in both fields o Price 1 Price N put 0 in both fields UM is our own gateway so termination costs are zero o Effective from leave immediately in the field o Hidden Forbidden or Discontinued flags are optional 4 Click Save button in the toolbar or m icon on the left side of the row c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 g Porta EA UM Setting up and using UM services 5 Click Close button to return to the tariff management screen Modify Products You have already created all necessary p
12. Libra VXML Enabled Cisco PSTN or VolP EM Recorded Messages MIME Attachments HTTP Server Apache SMTP Sendmail Recorder Admin Interface IMAP cyrus imapd am Email Storage Radius DB Server MySQL Porta L4 Billing100 PortaSIP consists of the following main components VXML platform and media server based on Cisco AS53XX This component is used to record messages receive faxes and to send them to the PortaUM machine for processing and storing It also provides IVR interactive voice response to a user allowing him to listen for his recorded messages and to manage his messages using his SIP phone Web server Web server is used to provide user with Web bases assess to his mailbox Also web server along with special CGI scripts used by VXML platform to retrieve recorded messages from PortaUM machine on demand IMAP server IMAP server is uses as a main storage for messages Database server Database setver provides storage for user s custom settings and voice prompts SMTP server SMTP server is used to receive incoming messages from VXML platform and from other SMTP servers and also to send outgoing messages created by user using Web interface Mail filter Mail filter is used to convert audio and graphics attachments in messages received from VXML platform in formats compatible with Microsoft Windows operating system c 2001 2006 PortaOne Inc All rights Reserved www p
13. MM YYYY link NOTE When using calendar you can specify that the date you entering is in the different time zone than your current one PortaBilling will automatically adjust the time then o Hidden Forbidden or Discontinued flags are optional 4 Click Save button in the toolbar or m icon on the left side of the fOW 5 Click Close button to return to the tariff management screen 6 Repeat steps 1 5 and add rates for the UM prefix into all tariffs where you would like you customers to use voicemail c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 9 Porta E4 UM Setting up and using UM services Rates for the UM routing tariff 1 When you are on the Tariff management page and you see the list of the available tariffs click the Edit Rates icon next to the name of the UM routing tariff i 4 Tariff Management E maanen 9 ose Diogo Managed By Search None Do Search Hame Currency Managed By Description Edit Rates Delete PartaUM routing USD None Routing Ext Prepaid cards USD None What we charge prepaid card users mE SIP phone subscribers USD None What we charge our SIP phone subscribers for the outgoing calls E E E PortaUM routing tariff rates Effective From Destination we vw Prati esse Routing Ext Interval Interval Edit Destination Country Description Price 1 Price H iu Hirectiwe From fl o Delete 1 Preference Huntstop sec sec USD min USDimin pp ww vy HH24 M
14. PORTA ONE PortaU IV Unified Messaging E 3 User Guide www portaone com Porta E UM PortaUM User Guide Copyright notice amp disclaimers Copyright c 2000 2006 PortaOne Inc All rights reserved PortaUM March 2004 Please address your comments and suggestions to Sales Department PortaO ne Inc Suite 400 2963 Glen Drive 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 softwate 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 part 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 PortaO ne Inc The software license and limited warranty for the accompanying product 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 PortaO ne representative for a copy All product names mentioned in this manual are for identification purpo
15. Setting up and using UM services 2 Setting up and using UM services c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 5 Porta amp UM Setting up and using UM services Setting up UM services Initial configuration of the PortaBilling Before continuing with the UM setup please perform the initial system configuration according to the Setting up SIP services chapter in the PortaSIP User Guide At this point you should have all of your destinations tariffs products customers and vendors already in the system Create special UM destinations Your subscribers can access UM by two different methods e Dialing special UM number from their SIP phone Normally this is some non E 164 number so it will not overlap with any real phone number customer might want to call For example 98 e Calling a certain number from the PSTN network It should a valid phone number allocated to you by local telecom and accessible for anyone on the PSTN network If you do not have such number you customers will not be able to check their voicemail from just a regular phone In both cases such calls should be clearly identified as UM calls in your system So you need to create destinations which describe these phone numbers 1 In Management section of Admin Index choose Destinations 2 Click on the Add New button 3 Put you on net UM number in the Prefix N A for the country and countty subdivision Put the comment in the
16. a E UM Setting up and using UM services Auto Attendant PortaUM Auto Attendant is a flexible utility designed to greet callers and transfer them either to an existing PortaSwitch accounts or to your current phone system Basic concept PortaUM Auto Attendant AA is composed of a set of menus All the menus are the same in every respect except for the ROOT menu which is always present and cannot be deleted and whose name cannot be changed When a caller dials the system AA will answer the call with the Intro prompt from the ROOT menu After this the Menu prompt will be played and AA will listen to the user input The user input will trigger execution of the following available actions o Default plays the default prompt from the current menu o Transfer transfers the call to a given telephone number or extension o Menu starts interpreting executing the selected menu the user can choose from any of the available menus The user may select whether the corresponding prompt is to be played prior to the action A menu call flow chart is displayed in the diagram below c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 Porta E UM Play Intro prompt Waiting for User Input 10 sec no user inpu for 3 times Choose action for user input Play Default prompt Menu List mode Setting up and using UM services Is it Default Action Play
17. anagement gt E Addnew 8 chose CIC H323 ID Radius Client JL Oves Ono Dal Hame h323 id IP Radius Client Delete qw NY 01 gw NY 01 mydomain com 12 34 56 77 A PortaSIP portasip mydomain com 12 34 56 78 A PortaUM portaum mydomain com 60 12 34 90 2 x itted information is being cached in the billing engine and will not take effect immediately Default caching time is 10 minutes Please contact your system administrator for more information In the management section of the Admin Index page choose Nodes In the Node management window click Add new icon 3 Fill in the New Node form o Node name a short descriptive name for your UM server or gateway will be used in the select menus o H323 ID h323 id recommended hostname domainname c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 4 Porta E UM Setting up and using UM services H323 Password If you plan to send calls from the UM gateway to your Cisco gateways where the default Cisco remote IP authentication script will be used put cisco here NAS IP Address IP address of the UM gateway or PortaUM server Auth Translation rule you can just leave it empty Type node type select VOIP GW Manufacturer Select Cisco even if the PortaUM is not manufactured by Cisco it uses Cisco compatible way to communicate with the billing Radius Client Check this since both PortaUM and UM gateway will
18. ditional Info Company Name Contact Mr Ms l Phone First Name Jl Fax Last Name Alt phone Address Alt Contact Email BCC Summary only Province State Postal Code Note City Country Region 3 Fillin the New Vendor form Please note that there are two tabs available on the screen The most important fields are Main form top o Vendor Name short name for the Vendor object will be used on the web interface o Currency in which currency this vendor charges you o Opening balance starting balance for the vendor default is zero Additional info o Billing period split period for vendor statistics o Time zone time zone which vendor uses 4 Click Save amp Close c 2001 2006 PortaOne Inc All rights Reserved www portaone com 91 Porta EA UM Setting up and using UM services Define connections Vendors are your termination partners or providers of the incoming toll free lines 1 In the Management section of the admin interface choose Vendors 2 Click on the Connections icon next to the name of the vendor you have created on the previous step i 4 Vendor Management gt 8 aganen 9 close CIO Search BETES CDRs Hame Connections Currency Balance O PortaUM calls USD 0 00000 x O Telecom c USD 0 00000 billing admin telecom net X E E Vendor PortaUM cal
19. entions This publication uses the following conventions Commands and keywords are in boldface Terminal sessions console screens system file names are displayed in fixed width font Caution means reader be careful You are capable of doing something that might result in program malfunction or loss of data NOTE Means reader take note Notes contain helpful suggestions or references to materials not contained in this manual Timesaver means the described action saves time You can save time by performing the action described in the paragraph Tips Means the following information might help you solve a problem c 2001 2006 PortaOne Inc All rights Reserved www portaone com 3 Porta E UM PortaUM User Guide Hardware and software requirements A PortaUM requires a dedicated Cisco AS 5300 5350 Cisco requirements 128M RAM 64M flash E1 or T1 voice ports sufficient number of DSPs IOS 12 3 5a or other from the 12 3 branch AS5300 comes with 4 or 8 T1 E1 s You will not need more than 4 of them because of DSP resource limitation for AS5300 For T1 configuration maximum voice resource will be 96 and for El 120 Client System Recommendations OS Windows 95 XP UNIX or Mac OS Browser Internet Explorer 5 or higher Netscape 6 2 or higher supporting DOM and with enabled JavaScript Spreadsheet processor MS Excel Display Settings o Min Screen Resolution 1024 x 768 o Color Palette 16 bit color
20. enu is not active see the c 2001 2006 PortaOne Inc All rights Reserved www portaone com 31 Porta amp UM Setting up and using UM services active period definition above 0 9 user selection on telephone keypad Timeout no selection received from user Action o Default play the default prompt from the cutrent menu O Transfer transfer the call to a given telephone number or extension o Menu start interpreting executing the selected menu the user can choose from any of the available menus Play before Check this box if the corresponding prompt is to be action played before the action is performed TUE c 2001 2006 PortaOne Inc All rights Reserved www portaone com 32
21. f the corresponding product 3 Click on the Accessibility tab to edit this product s accessibility 4 When Accessibility tab is selected click on the Add new icon 5 In accessibility entry window select the node which represents your Porta UM sever and choose the appropriate tariff the actual tariff 1s not really important since on the PortaUM server usets will not be c 2001 2006 PortaOne Inc All rights Reserved www portaone com 90 Porta E UM Setting up and using UM services making any calls The best 1s to choose the same tariff which 1s used to charge outgoing SIP calls 6 Click Save to save this accessibility entry Click Close to return to the Product management page 8 Repeat steps 2 7 to modify accessibility for all of the products which will include UM services gt Create UM vendor In order to route UM calls properly and also in order to track statistics of such calls it is advised to create a special vendor and do not mix it with any of the real vendots Or if you already have vendor which represents your company for example for the termination of the SIP to SIP calls then skip to the Define connections 1 Inthe Management section of the admin interface choose Vendors 2 On the Vendor Management page choose Add New HZ Add Vendor 6 save el sovetciose O close Pior Vendor Name FEESIMENTE Currency USD US Dollar Opening Balance o Address Info Maintenance Ad
22. hone For this he have to dial special number which transfers him into PortaUM IVR menu This menu allows listening recorded messages In addition for SIP phones that support message waiting indicator MWD PortaUM automatically manages MWI status of SIP phone so that the user is notified when he has new messages for him in PortaUM Retrieving own voice messages e mail messages and faxes using Web browser Your user is able to retrieve his messages using standard Web browser and to send ordinary e mail messages Advanced Java applet built into the interface allows user not only to listen for voice messages but to compose new voice messages microphone 1s required It is also possible to access the system using any e mail client supporting IMAP or POP3 protocols Managing personal PortaUM settings using SIP phone In addition for retrieving his messages your SIP user is able to manage his personal PortaUM settings such as greetings from his SIP phone using PortaUM IVR menu c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 0 Porta E UM System concepts Managing personal PortaUM settings using Web browser Your user is also able to manage his personal PortaUM settings by logging in into PortaUM Web interface Advanced Java applet built into the interface allows user to record his personal greetings microphone is required c 2001 2006 PortaOne Inc All rights Reserved www portaone com 11 Porta ES UM
23. ls connections gt ES adden il Sevetciose D Logout 4 4 Persi rom Vendor STN from Vendor PSTNto Vendor VoIP to Vendor Proxied VoIP to vendor to Vendor Proxied VoIP to Vendor Mes Hode Port Transl Rule Tariff Description Capacity Delete UM ow v e PortaUM routing Y PortaUM calls 24 x Z EE Ad L E HEZ Vendor PortaUM calls connections gt ES ada new al Savetcose D Logout PSTN from vendor from Vendor PSTN to Vendor VoIP to Vendor Proxied VoIP to vendor to Vendor Proxied VoIP to Vendor Edit Load Hode Port Transl Rule Tariff Description Capacity Delete qu NY 01 i E v e Not set 8 UM qw PortaUM routing PortaUM calls 24 x a L a Submitted information is being cached in the billing engine and will not take effect immediately Default caching time is 10 minutes Please contact your system administrator for more information 3 Choose type of the connection PSTN to Vendor by clicking on the corresponding tab 4 Press Add New to add a new connection 5 Fill in the connection information Choose you UM gateway as a Node Choose your Porta UM tariff you have created earlier in the select menu in the Tariff column Put your comment in the Description and Capacity should contain number of the simultaneous calls your UM gateway can handle 6 Click Save 7 Click Close in order to exit to the Vendor Management
24. need to communicate with the billing Radius Key Put the radius shared secret here must be the same key as you entered during the PortaUM installation Radius Source IP see Node ID NAS IP address and Radius source IP section in PortaBilling100 User Guide tor more information Unless your PortaUM server uses multiple network interfaces value here should be the same as NAS IP Address 4 Click Save amp Close 5 Repeat steps 2 4 until to enter both NOTE There is some propagation delay between the database and the Radius server configuration file no more than 15 minutes c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 5 Porta EA UM Setting up and using UM services Create Tariff You have already created all necessary tariffs for your customers and vendors when you were setting up SIP services Only one thing is remaining to create the special UM tariff which will be used for routing calls to the UM gateway HEZ Tariff Management E Adanew 9 close CIO Managed By None il Jer Hame Currency Managed By Description Edit Rates Delete Pregaid cards USD None What we charge prepaid card users SiP hone subscribers USD None What we charge our SIP phone subscribers for the outgoing calls lt la M Add Tariff el Save El Save amp tlose amp Close Name PortaUM routing Currency USD US Dollar Managed By None Routing Ext Y
25. ortaone com 7 Porta amp UM System concepts Call process SIP UA gt SIP UA Porta Billing Porta 4 UM Unified Messaging p SIP phone A SIP phone B Off Line or Not Answering e The user A dials 121 in attempt to teach B His SIP user agent sends an INVITE request to the SIP server 1 e SIP server performs number lookup in the billing 2 For example if user dialed 121 the billing will inform the SIP setvet that the actual number is 12027810009 and this number actually belongs to B 3 e SIP server will checks his registration database but it appears that this account is not online at the moment If B has unified messaging services enabled then the call will be redirected to the voice mail system and can leave a message for him 8 The same thing would happen if B is online but does not answer his phone 6 7 SIP UA gt PSTN GW NY 01 2 Emn E Z Porta Billing 3 Phone C 7 8 SIP phone A o Porta 4 UM Unified Messaging This 1s another important aspect of the SIP telephony Your subscribers not only want to make outgoing calls they also want other people to be able to call them on their SIP regardless of where they are at the moment c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 Porta E UM System concepts In order to do so you will need to get range of phone numbers from your
26. portaone com 9 4 Porta EA UM Setting up and using UM services 1 Ifyou are not yet in the Customers screen the one which contains a list of customers enter there It should look like the screenshot below li A Accounts of Retail Customer SmartNet EN 3 Add New 4 Account Generator Pf Logout EMEN Account ID Batch 12027810001 ANY Ml v i 4 Customer Management 6 add new B dose CIO Representative Search amv Sem CDRs Hame Accounts Currency Type Credit limit Balance E mail Status Delete SmartNet USD Retail 0 00000 smartnet telus net 2 Next to the customer name click on the l icon the one in the Accounts column it will take you to the account management for that customer 3 Type in the account ID into the Account ID field and click on the Show Accounts button li 4 Account Info Retail Customer SmartNet Account ID 12027810001 Product USD SIP subscribers Y Blocked Balance 0 00000 USD User Agent account nto Wantennce Preferred Language en English Time Zone Europe Prague Redirect Number UM Enabled 4 Click on the Additional Info tab 5 Click on the UM enabled checkbox to activate UM services for this account 6 Click Save amp Close c 2001 2006 PortaOne Inc All rights Reserved www portaone com 95 Porta E UM Setting up and using UM services Using UM services PortaUM allows Internet Telephony Se
27. roducts for your customers when you were setting up SIP services Only one thing is remaining to make sure these product allow usage of the UM services If some product s accessibility includes PortaUM server it means that accounts with this product are permitted to login into the UM via webmail voicemail or from their email client HEZ Product Management gy dinem 8 cse LIT Managed by Search Search None Y Hame Currency Managed by Description Prepaid cards USD None Prepaid cards x SIP subscribers USD None Product for the end users with SIP phones no monthly fees TEE E Add Product gt E Addew Save i savetclose B Rate Lookup 9 close LI e Brdtiyet Name sip subscribers lt Currency USD Managed Bye as e camera atasay noted Acce amp sibility Notepad 3 Notepad dit Hode Tariff CLD portaun nydonain conm v usp SIP phone subscribers v E portasip mydomain com SIP phone subscribers i 4 Edit SIP subscribers Product Product Name SIP subscribers Currency USD Managed By None General info Info Accessibility Notepad Edit Node Tariff CLD ANY USD PortaUM routing v E portasip mydomain com SIP phone subscribers E portaum mydomain com SIP phone subscribers 1 In the Management section of the Admin Index page choose Products 2 On the Product management page click on the name o
28. rvice Providers to offer their subscribers the ability to process emails manage voicemails all from within a web browser ot a favorite email client The PortaUM End User Manual is available for from PortaOne website www portaone com solutions portaum The PortaUM user can also access the mailbox via a telephony interface which allows to listen to voice messages and configure the UM options for accessing the mailbox via phone IVR Path Diagram PortaUM mailbox can be accessed via phone by dialing 98 Below is the IVR Path diagram to help users navigating and configuring the system PortaUM Login Call your Press ES during the greeting Enter your PIN number y Main Menu Listen to Voice Messages Personal Options Playback Personal Options E Rewind 5 Normal E Return to Administrative Greetings Return to Main Menu Options Main Menu Pause Time Louder Help Restart Date a O Bl E FWD y E Skip B Replay Time Delete Save Main Password Prompt Date Auto Extended Personal Name Date Menu Levels Time Play Absence On Off On Off Personal Greeting Standard Personal Main Greeting Greeting Menu B B HH Bn HB am El E Standard E Extended EH Rapid c 2001 2006 PortaOne Inc All rights Reserved www portaone com Port
29. screen c 2001 2006 PortaOne Inc All rights Reserved www portaone com 22 Porta HA UM Setting up and using UM services Create Accounts Creating new accounts 1 Ifyou are not yet in the Customers screen the one which contains a list of customers enter there It should look like the screenshot below HET Customer Management gt O atanem 6 Cose CICS Representative Search ame o CDRs Hame Accounts Currency Type Credit limit Balance E mail Status Delete SmartNet USD Retail 0 00000 smartnet telus net x HET Accounts of Retail Customer SmartNet Adis E account Generator 9 close LIT 4E Account ID Batch SIP Status sar Y Car o _ Show Accounts Gi 4 Add Account for Retail Customer SmartNet gt i seve Sevetcose close LIEN Account ID 12027810001 Product USD SIP subscribers v Blocked O Opening Balance o Account Info Additional Info Life Cycle Self care Info E Customer SmartNet E AccountType Debit O Credit O voucher Credit Limit H323 Password laziz34 Er 4 Email Batch smartnet sip New batch v LE LA Add Account for Retail Customer SmartNet T Save id savetciose cose Pp rogowe Account ID 12027810001 Product v Blocked O Opening Balance o NN N Account Info Additional Info Life Cycle Self care Info Preferred Lang
30. ses only and are either trademarks or registered trademarks of their tespective owners c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 Porta E UM PortaUM User Guide Table of contents Mic RR 9M 3 Hardware and software requirements sse 4 1 System concepts isis iaa 5 PortaUM s role in your VoIP network 6 PORauIM COMPDON EE nro 7 Call DOCES Sustento 8 SUP PORCO Se IC cols 10 2 Setting up and using UM services 12 Setting up UM SerVICOS venias h dt bebe tate teuer dese 13 SI SRV E CS Sorrir 26 AOAN E a A E A 27 c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 Porta E UM PortaUM User Guide Preface This document provides a general overview of the PortaUM Unified Messaging System a platform for the delivery of enhanced business and residential communications services PortaUM handles voice fax and regular e mail messages as objects in a single mailbox that a user can access via a web interface ot by telephone 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 for enhancements occurring between minor releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com solutions portaum Conv
31. this email address You can just leave this field empty Batch batch is a management unit for accounts Batch name is alphanumeric You can type a new name here or use the existing name in order to generate more accounts for same batch Additional Info tab O O Preferred language this is a custom attribute which is transferred to the IVR Leave English there if you are not sure if your IVR supports it Time zone when account owner pre paid card user will access web self care pages to see a list of his calls we can show time in the most appropriate time zone for him Redirect number redirect number discussed in the Advanced features section leave it empty UM enabled check if this account has unified messaging e g voicemail services enabled Life Cycle tab e O O Activation date account activation date Expiration date account expiration date Life time relative expiration date account will expire on first usage date life time days If you do not want to use this feature leave the field blank Self care Info Cycle tab O O Login account login to the web self care pages Can be the same as account ID Password password for the web self care pages 5 Click Save amp Close you ll get confirmation screen saying that the new account has been created Enabling UM services for existing account c 2001 2006 PortaOne Inc All rights Reserved www
32. uage en English v Time Zone merica Los Angeles v Redirect Number UM Enabled 2 Next to the customer name click on the l icon the one in the Accounts column it will take you to the account management for that customet Click on the Account New 4 Fillthe Add account form o Account ID SIP ID phone number which will be used to login to the SIP server and to receive incoming calls c 2001 2006 PortaOne Inc All rights Reserved www portaone com 93 Porta E UM O O O Setting up and using UM services Product choose the product which you would like your account to have Blocked You may create your account as blocked but it is rarely done with the SIP service accounts Opening balance the initial balance on the account Account info tab O O Account type account type select credit for post paid and debit for prepaid service Credit limit for the credit account specify the credit limit If you leave this field empty it means that there is no credit limit for this account but customer credit limit may still apply H323 password this password is used for SIP services as well Account ID and this password will be used to authenticate login to the SIP server Email you can enter the account ownet s email address here If he will ever forget his password to the web self care he will be able to reset it and the new password will be sent to
33. w portaone com 30 Porta amp UM Setting up and using UM services 9 Record Select to start recording your voice prompt You will need to connect a microphone to your computer sound card to use this feature After the existing prompt is recorded over the Undo icon becomes available allowing rollback to the previous state The blinking Play icon indicates that the existing prompt is being overwritten but changes have not been saved yet M Stop Select this to stop recording or playback of the recorded message Play Select this to play back the recorded prompt When selected this icon will turn into M Pause Each of the icons above may appear in grayscale meaning it cannot be accessed because some other task is active To give your Auto Attendant a professional sound we recommend using a professional speaker and a digital recording studio when recording voice prompts To upload a prompt select the Browse button on the right side The native audio file format for the system is the following Type NeXT Sun Java file au Format G 711 u Law Attributes 8 000 Hz 8 bit Mono PortaUM uses SOX Sound eXchange a universal sound sample translator for prompts uploaded into the native UM format Here s a short list of supported audio file formats Ogg Vorbis Compressed Audio Raw files no header Microsoft WAV RIFF files MP3 Compe Audio Event Table Not Active if the current m
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