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PortaBilling: User Manual

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1. Search Hame Description Route Categories Included Delete c 2000 2006 PortaOne Inc All rights Reserved www portaone com 92 PORTA Billing 100 Networking i 4 Edit Test drive Routing Plan gt E Add i save fl Save amp Close close objects Logout E Log 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 99 De fault Default category After the routing plan has been created you can specify which route categories will be included there To add a new route category select 4 Add from the toolbar then click the Save New icon to save this row G 4 Edit Test drive Routing Plan Name od 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 Delete Default Default category Economy Cheap routes average quality d Default Default category Premium Good quality routes expensive G M Edit Test drive Routing Plan gt E ass save il save a ciose amp close objects Logout E Log Name Test drive Description Fo
2. 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 free 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 the 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 would be billed according to the standard tariff rate For example Discount type Volume minutes Discount is defined as 0 100 50 100 200 20 200 unlimited 10 The first 100 minutes are billed at a 50 discount half price from what is specified in the tariff the next 100 minutes are billed at a 20 discount and thereafter all calls receive a 10 discount Discount is defined as 0 100 100 The first 100 minutes are free all minutes above that
3. Type Cisco ATA 186 Date immediately YYYY MM DD Description Time HH24 MI 55 Managed By PortaOne Discontinued Mode 4323 vw UserName E 164 User Name Login 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 None available globally Select a PortaBilling reseller to assign this profile for use by a particular reseller Indicates that the current profile is no longer in use Description Short text description of the profile Delete The delete icon is only visible when the current profile s effective date has not started yet Add Profile mode Column Description c 2000 2006 PortaOne Inc All rights Reserved www portaone com 55 PORTA Billing 100 Networking As copy of Similar to templates a user can create new profiles using previously created ones so there is no need to 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 Phones inventory allows you to keep track of your IP devices SIP phones SIP ATAs etc which are distributed to customers You will assion a profile that defines general configuratio
4. All product names mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 PORTA Billing 100 Introduction Table of Contents PO UST CS EN A TEENE cians 5 How to Get Technical ASSIStanCe mmvvvvevesesesesesererevevevevevevevevevevererererevererern 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 a ES vv Ee ere PET 15 Access Levels nnnmnvnvssvsirrrseeiseeseeeessseieiieie 20 EE NENNE 2 MEG LE Aven 31 REDES eNEAN E a E AOE AEI NTA ET TAT 32 FANN 33 PENN 40 Destination Group Sets i mmmmunmmmmssssserrrvnnnnseeseeeeeien 44 3 Networking rrrnnnnnvvrrrrorsnnnnnnnnnnrernnnnnnnnnnnnnresssnnnnnnnnnnnsessnnnnnneee 48 NE ee cc E E A E RAS 49 ROULE 8 seo EEE 2 ROUGNO Plas me 52 DNM 53 P Phone PrOVSIONNg uaaaepsee eneeier 54 P Phone TVEN LON unne atansepsdvawsebnetentusa siesbeasduntevoaneiadss 56 OTEREN 57 4 Adjusting Billing Parametefs ccccccssssssssceceeessseees 58 Men 59 CIN Ga EEE EN 60 TN 62 Volume Discount Plans ravvivrvevevevsrevererererersrererersrsrsesererererererereresesesesesesesesesene 74 PP OCS EEE 79 Th 82 CONNEC UIN NE EE 86 Customer Management i isevveveverreseserrrrereverseseseversesesevers
5. Name Test 1 Type Ordinary Off Peak Period startstop hr 1 3 Off Peak Description From 01 00 until 04 00 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 72 PORTA H Billing 100 Adjusting Billing Parameters i oI Test Call Rating Date and Co vyyy MM DD HAZ4MESS Result of the testing Time 2005 07 27 06 20 35 Formula Phone 44625524578 Expanded Formula MIN 1 SEQ 0 00000 amp number 1x180 3 amp 1x580 amp 14M0 4 amp 10 O0000 Simulate call charges based on the call duration Simulate authorization based on the available funds Call duration Charged amount 4 3615 USD Real charge history 1x1x0 3 55 594x1x0 4 10 10 00 HHiMLESS MESS or 55 a ee a kaster a e Test Call Rating Date and C3 vyrv MM DD HH MI S5 Result of the testing Time 2005 07 27 06 20 35 Formula Phone 44625524578 Expanded Formula MIN 1 SEQ 0 00000 amp number 1x180 3 amp 1x5x0 amp VxNx0 4 amp 10 00000 Simulate call charges based on the call duration Simulate authorization based on the available funds Available funds Real credit time 1368 sec Announced credit time 1505 sec 10 USD Real charge OE history 0 1x1x0 3 535 1362x1x0 4 10 est gt Announced charge history 0 1x1x0 3 55 1499x1x0 4 Date and Time The date and time when the call is initiated Click on amp 3 icon to set the current time The YYYY MM DD opens a calendar that can be use
6. PORTA Li Billing 100 3 Networking c 2000 2006 PortaOne Inc All rights Reserved www portaone com Networking 48 PORTA Billing 100 Networking Nodes The Node Management screen enables registration removal and maintenance of the gateway list Nodes are those gateways which will 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 these pieces of information and selecting Show Nodes will refresh the Node listing according to the new filtration criteria Aw Node Management gt Badd close 4 obiects Logout og H323 ID RADIUS Client L Oves Ono Gali Hame h323 id IP Manufacturer Type RADIUS Client Delete Test Node 1 192 168 0 1 192 168 0 1 Cisto VOIP GYW x Test Node 5 192 168 0 10 192 168 0 10 Cisto VOIP GW Test Node 6 192 168 0 11 192 168 0 11 Cisco YOIP GYY TestNode 2 192 168 0 7 192 168 0 7 Cisco VOIP GYW Test Node 3 192 168 0 8 192 168 0 8 Cisco VOIP GYW TestNode 4 192 168 0 9 192 168 0 9 Cisco VOIP GYW To add a new node to the system select Add from the Panel The following information is provided within the listing Column Description gt edit screen for
7. i 4 On Net reports Pe ode Mould No ie Download Options V Sl Aug 2004 Sep 2004 Oct 2004 Nov 2004 MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu Mo TulWe ThFr Sa Su 31 1 36 me SSR PP ER 32 2 3 45678 37 678 9012 1 45678910 4 8 91011 12 13 14 33 91011 12 13 14 15 38 13 14 15 16 17 18 19 42 1112 13 14 15 16 17 47 15 16 17 18 19 20 21 34 16 17 16 19 20 21 22 43 18 19 20 21 22 23 24 48 22 23 24 25 26 27 28 35 23 24 25 26 27 26 29 7 9 Ww 44 25 26 27 26 29 30 31 49 2930 36 30 31 Invoices 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 re E fs i 14 Invoices 0S OO VE Search for invoices entering invoice No OR selecting Customer and Date range Invoice ka Customer ALL Fram 2005 06 25 oy MnM Oo To 2005 07 25 YYYY MM DD Search View Ho Customer Date Status Re create Period From Period To Amount Due PD 36 A Telecom 2005 07 03 2005 07 03 2006 07 02 210 78 USD DP 35 Telecom 2005 07 02 2005 07 02 2005 07 01 335 29 USD Select the Preview LEl 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 An invoice is considered delivered when the customer receives an e mail with the invoice attached or cli
8. n323 return code 0 h3Z3 currency USD nN3Z3 preferred lang en Log with call diagram c 2000 2006 PortaOne Inc All rights Reserved www portaone com nh3Z3 ivr in available funds 9996007 08 113 PORTA Billing 100 Help Desk SIP environment 70 68 0 213 Call ID 23790603 648192 168 0 138 H323 Conf ID not found UA ser BAR 219 74 184 194 70 68 0 213 Cisco ATA 186 v3 1 1 atasip PortaSIP PortaBilling I A 10 R REGISTER gt Authorization request I lt Auth request accepted Aa 10 R 200 OK G l A 11 R l B gt utherizahiom requesk i quest accepted Aa 11 R 200 OK c I A 12 P I gt Authorization request I lt Auth request accepted Aa 12 R 200 OK c I A 13 R I gt Authorization request I lt Auth request accepted Aa 13 R 200 OK I A 14 R I gt Authorization request 27 Jul 00 00 14 GLOBAL ser RECEIVED message from 219 74 184 194 10581 REGISTER sip demo portaone com SIP Z 0 Via SIP Z 0O UDP 192 168 0 138 5060 From lt sip 18667478647711Edemo portaone comz user phone gt tag 4033808185 To sip 18667478647711l demo portaone com suser phone gt Call ID 2379060364 192 168 0 138 CSeq 10 REGISTER Contact sip l86674786477118192 168 0 138 5060 user phone transport udp gt expires 3600 User Agent Cisco ATA 186 v3 1 1 atasip 04062934 4uthorization Digest username 19667478647711 realm demo_po
9. Billing 100 Adjusting Billing Parameters Dialing rules wizard gt E sve m Svea dere de Your country code Your area code s Always dial the area code as a part of the North America BC 10 digit dialing number 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 fi code e g 1 0 Clear Reset __ Load sample International dialing prefix e g 011 00 0011 011 Emergency numbers e g 911 112 Exceptions e g 98 Convert ANI CLI for incoming calls into this dialing format Check yourself To call 12345670utside of your office but within the same area faser you dial pad call long distance 604 1234567 within your country you fi 604 123457 To call 420 2 12345678internationally you dial fox 1 420 2 12345678 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 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 hav
10. close Logout ER tog Search ISO 4217 Dec Exchange Rate Payment Minimum Edit ae aa Hame digits Major Minor iin System Payment Method p ope Delete EUR XE com V aAuthorizeNet V x Choosing XE COM as exchange rate source you agree to the XE COM Terns of 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 59 PORTA H Billing 100 Adjusting Billing Parameters El M Currencies gt B add isl Save amp Close objects Logout Biog Search Ceurency C currency Name Country ISO 4217 Dec Exchange Rate Payment Minimum Hame igits Major Minor Sauce System Payment Method p Delete alpha num digit v v i EUR 978 euro 2 Euro euro cent XE com MyAuthorizeNet 1 00000 x EUR 4978 euro 2 Euro euro cent XE
11. Fecha amp Hora YYYY MM DD HH24 MI Ss Usuario Definido Formato de Entrada Fecha ryv MM DD 2003 12 31 Hora HH24 MI S5 Usuario Definido Date amp Time Format PortaBilling allows users to define both the input and output formats for date and time Output Format Date Time Date amp Time Input Format Date Time ob mm vrrr HH24 m1 55 ob mm rvrr HH24 MISS ob mm rvrr HH24 m1 55 31 12 2003 user Defined v user Defined 31 12 2003 v user Defined v 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 12 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 which 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 EEEE 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. Search Cement e9 Edit Destination Group Hame Prefixes Delete E i Edit Destination Group Set X Telecom EK al Save amp Close E vomioed a unload Search Came ref Exit Destination Group Name Prefixes Delete SS cz Mobile Destination Convenient short name for the destination group e g Group Name UK Mobile It will be used to enter new rates for this eroup 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 Managing destinations prefixes within a group c 2000 2006 PortaOne Inc All rights Reserved www portaone com 45 PORTA H Billing 100 System Management Click on the hyperlinked destination group name to edit its contents Click on l Add to add more prefixes to the destination group E HM Edit Destination Group CZ Mobile gt Add cose 9 togout tog Prefix Country Description gt ABCDEFGHIJKLMNOPQRSTUYWXYZ Country Description Delete EG Add Destinations to Group CZ Mobile gt W save cose ntogo ef O gt 420 Prefix Country Description li Add Destinations to Group CZ Mobile gt E save Goes 420 Geata aaun Cesssistion 2 Select Prefix Country Description 420 CZECH REPUBLIC Proper 4
13. Tariff Invoice Representative Callshop Enabled Music On Hold Creation Date Payment Info Adjusting Billing Parameters Description The tariff to be applied to this customer All outgoing calls made by accounts under this reseller will be charged according to this tariff This option is available only when the customer type is Reseller Tariff for charging a reseller for incoming calls e g toll free lines Only available if the ChargeCustomerForIncomingCalls feature is turned on in porta dmin cont Routing plan to be applied to this customer Volume Discount Plan to be applied to this customer Defines the frequency of invoicing for this customer Defines the Invoice Template for this customer See the Templates section for more information Payment terms such as Due on receipt Assigns a representative to this customer See the Representatives section for more information Customer s tax ID Detines whether callshop features timer receipt etc are available Not available for direct retail customers To use the callshop functionality with the accounts of a particular sub customer you should first enable this option for the reseller then enable it for the sub customer as well Defines the music on hold to be used by default with accounts of this customer This option is not available for resellers Choose None to disable music on hold by default or select one of the pre installed melodies from the
14. s batches to enable the batch update pane Enter control numbers and or number ranges separated by commas For example 1 3 8 12 SIP Status Default ANY using this function you can display either logged in or logged out accounts only Batch update pane 4 Accounts of Wholesale Customer Customer B gt T ada E Account Generator close 4 objets B toot Account ID Batch Ctri SIP Status Demo Adapters v anr v Show Accounts Batch Demo Adapters Selected 3 Started 3 Depleted 0 Porta E Activation Date 18 01 2004 DD MM YYYY 1 D 18567478647003 2 0 51483 0 00000 Credit internal Expiration Date o1 oe MM Expiration Date 01 06 2004 DD MM YYYY 2 E 18667478647004 0 15368 0 00000 Credit Pota Int l Lifetime days nterna cae m 3 E 18657478647005 1 08376 0 00000 Credit Pota Internal Charge USD Block ce wie RedirectNumber Following changes UM Enabled IV Ferds Preferred fen min i Language en English v will be applied TO THE WHOLE BATCH Time Zone America Vancouver v ARE YOU SURE Ctri Update auuunnnnnnn Idle Balance Open Balance Credit Limit Ctri CDRs Account ID days USD USD USD Type Product Status SIP Account ID The primary identification of this account an c 2000 2006 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing 100 Adjusting Billing Parameters oOo o Ctrl Enter control n
15. search Accounts read onlyt gt Dialing rules full access Go To 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 system you can implement fine grain access control and define User ACLs specific to your operational environment Access Level Management Interface We have approached this discussion of the ACL system 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 administrative interface you will find a link to Access Levels This link takes you to the Access Level Management main screen pictured below This 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 sea
16. www portaone com 60 PORTA H Billing 100 Adjusting Billing Parameters Gh k Exchange Rates are are ose ose poate IT JECLS ogou og Add l 5 Hs amp CI CI Updat Object ETL tc Bu E Effective Now hul Eclit Name Exchange Rate USD Source Timestamp Manual Entry Immediately E Australian Dollar 1 AUD 0 75000 Manual Entry 2005 01 27 06 09 58 E euro l EUR 1 20865 XE com 2005 07 11 12 32 21 E Pound Sterling 1 GBF 1 76095 XE com 2005 07 11 12 32 22 E Hrenia 1 UAH 0 19940 Yahoo com 2005 07 11 12 32 23 WS Dollar 1 USD 1 00000 Yahoo com 2005 07 14 06 57 26 Edit Click the Edit icon to modify the given exchange rate Select l Save or click the Save icon in the Edit field to make your changes take effect Name The currency unit name for example Canadian Dollar Exchange Exchange rate of a currency The format ts Rate Base Units Defines the number of units of the base currency equal to one unit of the foreign currency For example with British Pounds as the foreign currency and a base currency of U S Dollars the base currency units could pe 15526 ISO 4217 The currency code identifier for example CAD for Canadian Dollars Exchange Rate Defines the exchange rate for the given currency The exchange rate is that of the given currency in Base Units Source Shows the exchange rate source for the given currency The exchange rate source for the given currency is define
17. 1 12 Total Charged 0 02452 USD PR 11001100922 pl amp 11001100933 Retain this copy For your records bi amp 12345 pl amp 14257891106 fp 16044081109 Ee amp 16044081109 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 someone wants to place a call the operator clicks the Start Timer 6 icon which automatically unblocks the account After the call when the user is ready to pay the operator 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 the Callshop enabled option on c 2000 2006 PortaOne Inc All rights Reserved www portaone com 108 PORTA Billing 100 Help Desk 5 Help Desk c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 09 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 The da
18. 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 3 PORTA Billing 100 System Management 2 System Management c 2000 2006 PortaOne Inc All rights Reserved www portaone com 14 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 E 4 Edit Company Info gt i Save i Save amp Close Objects etogout EM log Contact info Legalinfo Report info Payment Systems Company Name PortaOne Inc Address 902 2181 W 38 Ave Vancouver BC V6M 1R8 Country CANADA Phone 1 866 SIP VOIP Fax 1 866 SIP VOIP contact portaone com www portaone com 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 would be the same as that which appears for example on your letterhead and business cards Company The conventional for
19. 19 20 21 22 43 18 19 20 21 22 23 24 35 23 24 25 26 27 26 29 44 25 26 27 28 29 30 31 36 30 31 C E i Nov 2004 Mo TuWe ThFr Sa Su SJT PN 46 8 91011 12 13 14 47 15 16 17 18 19 20 21 48 22 23 24 25 26 27 28 49 29 30 541 ARGENTINA 0 5411 ARGENTINA Buenos Aires 3 42 857 1428571429 3 10 3448275862069 3 10 3448275862069 2 28 57142857 14286 1 100 0 D 3 33 3333333333333 6 35 2941176470588 1 12 05 2005 1 100 374 ARMENIA Proper NN Oj 0N O Ha WO ON em Nem 61 AUSTRALIA Proper 611 AUSTRALIA Mobile 6129 AUSTRALIA Sydney ag LI Description Calls Billable Calls ASR Duration min sec ALOC Ascension Island D 0 00 Unable to match in tar 0 3921568627 45098 0 389105058365759 355 ALBANIA Proper 0 0 p 54 ARGENTINA Proper D 3 75 43 AUSTRIA Proper 431 AUSTRIA Vienna 43650 AUSTRIA Mobile 20 SUBTOTAL 8 30 7692307692308 v 4 4 gt H Sample SS S gt hv Custom Query The Custom Query utility which can be accessed by clicking the Custom Query 2 button enables you to view ASR and cost revenue information for all calls going from selected customer s to selected vendor 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 c 2000 200
20. A Promotional Credit will allow the account to make more calls Amount to charge refund A comment on this transaction visible to the customer in the CDR browser An internal comment on this transaction not visible in the CDR browser and accessible only directly from the database Subscriber Tab The Subscriber tab provides most of the commonly required contact information for the account s owner Additional Info Tab 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 Allows the account user to access the unified messaging system To find out mote go to www portaone com solutions portaum Indicates the IP Phone and associated port assigned to the account Default not set Activates follow me service for this account An extra Follow me tab will appear in the account info where you can define the parameters of this service destination numbers timeframe for their use etc Allows the account s owner to make online payments or set up periodical payments on the account self care page Note Configuring the account to enable online payments both manual and periodical is done i
21. Additional Info Payment Info User Interface Dialing Rules Notepad i v i ipti Action Manual paymen Action Description Amount No action Credit customer balance Use this when receiving a payment from the Customer A Se ee Manual Payment will allow the customer to make more calls Visible Manual refund Comment E Commerce Payment E Commerce Refund Internal Authorization Only Comment Capture Payment Manual payment Promotional credit Manual Charge Customer s debit 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 Customer s credit balance in c 2000 2006 PortaOne Inc All rights Reserved www portaone com 97 PORTA H Billing 100 Adjusting Billing Parameters 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 PortaBilline100 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 t
22. Interval Price Custom FirstPrice Next Price _Include_ Intervals 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 at 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 Test 1 tariff gt E add sove tal svete 8 cose oses O O Formula wrn Global Intervals Add Duration Increase call er Delete duration Edit Duration Less Than sec Default 180 300 900 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 above and a call is made for 7 c 2000 2006 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 and it means any other call duration there must always be such an entry in the formula o Increase call duration De
23. The sliding toolbar on the left side provides most of the controls for manipulating content in the editor window There are 3 different states for most of the toolbar icons normal active and not available Normal Click to activate Active Click to deactivate 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 a Lock Aspect Fixes image proportions during scale operations Preview Click to preview your work in a browser window Add Table Click to put a table on the worksheet A table can be removed by using the context right click menu or by pressing EJ Delete on your keyboard Click the table cell to make it active To add another table click on the worksheet to de activate the currently active object Read more about tables below Text Align section of 9 buttons used to align text in an active c 2000 2006 PortaOne Inc All rights Reserved www portaone com 36 PORTA Billing 100 System Management Jab SSS I serif sans serif cursive fantasy monospace and font size kaj list Tj Background Color Change the color of the active table cell by selecting from this list Text controls Tools and selects from this section control font T attributes such as font style b
24. UK Mobile instead of a prefix and the system will automatically create rates for all of the destinations in that group c 2000 2006 PortaOne Inc All rights Reserved www portaone com 6 g PORTA H Billing 100 Adjusting Billing Parameters 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 First interval First billing unit in seconds FN Next interval Next billing unit in seconds erre eee First interval Next interval Price first Price next Effective Exact time when the rate becomes effective Click the Time icon to make the rate effective immediately Click the DD MM YYYY link to set up the desired date using a pop up calendar PEE l Indicates if this rate uses a call rating formula The 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 Rates ll Hidden This means that the rate is excessive e g 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
25. X 8 er G o eo wo ior I O FF x Connect Free 1 2 3 4 5 6 7 8 Fee Seconds Postcall surcharge Figure 4 1 Figure 4 1 demonstrates 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 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 67 PORTA H Billing 100 Adjusting Billing Parameters 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 i M SIP Phone subscribers tariff rates gt Badd id save close Tarif Logou
26. 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 your retail customers and your resellers However since they are both customers they share the same ACL type Of course 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 ability 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 Do not assign a reseller ACL to a retail customer or vice versa this will definitely have undesirable results c 2000 2006 PortaOne Inc All rights Reserved www portaone com 96 PORTA Billing 100 System Management User Management The U
27. 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 Discount is defined as 0 10 00 0 10 00 20 00 10 20 00 unlimited 20 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 77 PORTA H Billing 100 Adjusting Billing Parameters The customer begins making calls and 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 18 PORTA H Billing 100 Adjusting Billing Parameters Products A product is a combination of services that you provide to 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 c
28. 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 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 system to meet your own needs and to provide a hosting environment which is appropriate for the choices you have made within the Payment Processor system c 2000 2006 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 conce
29. each type of document i e for both information upload and download Documents in print format Le invoices can only be downloaded from the system After selecting Type and Media the list will be populated with the default template always on top of the c 2000 2006 PortaOne Inc All rights Reserved www portaone com 33 PORTA Billing 100 System Management 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 in case assigned to a reseller so that it is visible in the list of of Type available invoices on the Customer Self Provisioning web Invoice interface only To enter editing mode for this template save your input using the Save amp Close button Next select the template you would like to edit from the Templates window Edit Template i 4 Edit Template gt Tied save Save close objets Logo Name Default csv i Media CSV CSV Type Tariff Upload Timezone Auto CSV Delimiter comma CSV Text qualifier double quotes vi No Header Header Data Start At 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 c
30. for a particular vendor by selecting the Connections icon E 4 Call Trace Results Ei Error Report 8 viewlog close 4 obiets tout H323 conf id 8E335D67 6CFB11D8 85509E90 21 E300EF Setup time sec 24 Duration sec 3 Account Customer Vendor User UTC 9752135872 APHY T Systems porta support Europe Moscow AmericaNew York AmericaNew York AmericaNew York Connect Time 03 04 2004 10 15 15 03 04 2004 13 15 15 03 04 2004 05 15 15 03 04 2004 05 15 15 03 04 2004 05 15 15 Disconnect Time 03 04 2004 10 15 18 03 04 2004 13 15 18 03 04 2004 05 15 18 03 04 2004 05 15 18 03 04 2004 05 15 18 ACCOUNTS Account CLIKani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount RUR History Disconnect Reason 9752135872 89112825114 492213604958 GERMANY Cologne 0 24 1 00 2 00000 60x2 MG gt WHOLESALE CUSTOMERS Customer CLIfani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason APNY 89112825114 492213604958 GERMANY Proper 0 24 0 30 0 01236 30x0 02473 EET VENDORS Co Vendor CLi ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount History Disconnect Reason gj T Systems 89112825114 492213604958 GERMANY Proper 0 24 0 03 0 00064 USD 1x0 01284 2x1x0 01284 EE V E 4 Connection dose 4 objects 0 Prtogoe H323 conf id Vendor T Systems Type PSTN to Vendor Node xO apollophone com Port ISDN 3
31. list To upload your own music select a file on yout local file system using the Browse button To rename the music enter the desired name in the Music Name field otherwise the local file name will still be used Successfully uploaded music will replace the previous one in the list and is usually enabled within 10 minutes The date and time the customer was created This may be empty for customers created a long time ago The Payment Info screen defines customer payment characteristics In addition to customary payment information preferred payment method credit card number etc 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 93 PORTA H Billing 100 Adjusting Billing Parameters Threshold is defined and the customer balance reaches this value defined either as an amount or as a percentage of a positive Credit Limit value an alarm 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 dropdown 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 runni
32. 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 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com g PORTA Billing 100 Introduction Common Features All of the functions available from the home page are also available using the drop down menus The Home icon on the left also contains a menu with shortcuts to all the other PortaBilling intertaces Admin Shortcut to this interface same as clicking the Home icon Customers Customer Self Care Interface CC Staff Customer Care Staff Interface Accounts Interf
33. may be omitted when making a list of rates for the end user ii Discontinued Note that marking a rate as discontinued takes effect immediately you 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 69 PORTA H Billing 100 Adjusting Billing Parameters E 4 Test 45 tariff rates gt E aaa fa Save Go cove vant oe agent E Effective From Destination All v Prefix Group Country Country Routing Interval sec Price USD min Effective From Edit Destination EPE T Delete Description Route Category Preference Huntstop First Next First Next HH24 MI SS Peak Default Y Off Peak pefault V UNITED Peak Premium 1 0 30000 0 40000 2005 07 26 446 KINGDOM Mobile Off Peak Economy 1 0 10000 0 20000 21 24 36 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 Preference Routing priority for this destination 10 is the highest priority 0 is the lowest i e do not use this destination for routing at all Huntstop If turned on the billing engine will not try any routes fo
34. 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 is a one year calendar PortaBilling keeps reports for one year after which time they are removed from the system The current month is displayed in the bottom right hand corner of the calendar Look at the following legend for the calendar a3 4 5 VZATA IEH u 11 12 13 14 f 16 if 2 YAN BH 1 If present this arrow notifies the user that the report for this month is available for download by clicking the month link 2 Three letter abbreviation for the month followed by the year 3 If present this arrow notifies the user that two semi monthly reports are available for download by clicking the links on the right c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 7 PORTA Billing 100 Statistics 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 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 a report has been generated and may be downloaded by clicking the link 8 Day of the month No report has been generated Link is inactive 9 Days with linked reports are set off in bold and un
35. of these services you must first register with one of the currently supported merchants as shown below Assist www ssistru 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 can work out of the box such as AuthorizeNet 5 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 7 PORTA Billing 100 System Management Moneybookers PaymentExpress www paymentexpress com SecureHosting www securehosting com To add a new Payment System click 4 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 L Edit and copy the information from the current row to the form above Save changes using the l Save button A recurring payment allows customers to set up periodical payments on this Payment System Payment Systems with recurring payment enabled are indicated by this icon WY NOTE After adding the Payment System it is necessary to assign it to one or several currencies in which payme
36. remove instances from the system The field Allow Deny defines whether this permission is being 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 chapter However it may be useful to know that wildcards can be used in these fields 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 WebPages Attribute ad 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
37. subject to agreement between you Payment systems with External Authorization It is not possible to carry out E commerce Manual Transactions E commerce Charge and E commerce Refund on the customers with such payment system Just Make Payment operation from the customer account self cates is supported in such cases Also Recurring option periodical payments is not supported and must not be enabled therefore c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 g PORTA Billing 100 System Management and your bank or merchant service provider and should be consulted for specific information relating to your Payment System 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 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
38. the given node h323 id Registered H 323 ID of the node gt IP IPaddressofthenode O O0 23 c 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 cw the node functions as a gateway 4323 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 49 PORTA H Billing 100 Networking Note that only types applicable to the chosen manufacturer will be shown Add Edit Node Edit Test Node 1 Node Node Name Test Node 1 Node info h323 id 192 168 0 1 i Manufacturer Quintum V h323 password cisco Type VOIP cuw V NAS IP Address 192 168 0 1 7 VoIP User Name h3Z3 remote address V Hostname myhost Telephony User Name Calling Station Id Domain madomain com RADIUS Client Auth Transl Rule RADIUS Key aofithio i RADIUS Source IP 192 168 0 9 RADIUS Dictionary Quintum In order to register a new node or edit an existing one in PortaBilling the following information must be provided
39. used by some product or connection li bd Tariff Management lt p gt aa ete toget Search Hame Currency Type Description Rates Delete Test 1 USD Ordinary test tariff 1 Test 2 USD Ordinary test tariff 2 x Test 3 USD Ordinary testtarif 3 Show Objects The Objects icon is only 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 while configuring access levels for certain users in the system See the Access Levels section for more information E 4 Representative Management E Add Close Objects E Log gt E add amp close 4 objets rtogout A og Managed By Search ET Jj Gera Initials Name E mail Managed By Status Delete OK Test Administrator only x SS EG Mm Representative Management gt Badd close Objects o Piot El log WebForms Representatives Representatives i customer Representatives Managed By Search arr Gas Representatives initials Representatives name Representatives email Representatives i customer Representatives Representatives Initials Hame E mail Managed By Status Delete OK Test Administrator only x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 0 PORTA Billing 100 Introduction Sorting Tables T Connect Disconnect Duration Time Time minsec atch 244ug2002 24 Aug 2
40. 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 by billing to the SIP server automatically c 2000 2006 PortaOne Inc All rights Reserved www portaone com g 5 PORTA Billing 100 Adjusting Billing Parameters He Edit Vendor MEL Gl Save 8 Close cons objects Logout Vendor Name VoIP Doctors R Opening Balance 0 00000 USD Balance 0 00000 USD Address Info Additional Info User Interface Accounts Notepad Hame Login Password Delete cure voipdoctors com cure nurse voipdoctors voipnurse x Connections Definitions Network VoIP network one or more VoIP entities that belong to a 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 Responsible 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 egress call we will create CDRs for both the account and the customer c 2000 2006 P
41. 00 00 14 GLOBAL ser RECEIVED message from Z219 74 184 194 10581 REGISTER sip demo portaone com SIP Z 0 Via SIP Z 0O UDP 192 168 0 138 5060 From 7tag 4033808185 Ter Call ID 23790603648192 168 0 138 CSeq 10 REGISTER Contact expires 3600 User Agent Cisco ATA 186 v3 1 1 atasip 0406Z94 192 168 0 1 Test Mode 1 Show call attempts for last SELECT Lise careful for large Interval may produce huge lst of calls Gene rate Authorization Digest username 18667478647711 realm demo portaone com nonce 4Ze c9celedbzel0ca0zZcf931Z 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 18667478647711 18667478647711 18667478647711 demo portaone com Calling Station Id User Nane Digest User Nane Digest Realm Digest Nonce Digest URI Digest Method Digest Algorithm Digest Response Service Type Cisco AVPair sip demo portaone com REGISTER MDS c94b02480755Z81bc33cf70lObS7IbZe Sip Session call id 23790603640192 168 0 138 4Ze6c9celeDbzel0ca0Zcf931Za40309blb95SfaczZ method REGISTER 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 nh3Z3 billing model 0 h323 ivr in Tariff Apollo SIP
42. 002 MEG 25 ME on Act atch 23 4ug2002 23 Aug 2002 ENE EE 21 30 12 This feature is available for all CDR browsers where it necessary to sort the displayed information according to different criteria The table header cell with the orange triangle shows the sorted row A triangle pointing downward indicates descending order while a triangle pointing upward means ascending order Sorting 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 of course does not 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 obtai
43. 003 12 31 Time HH24 MI 55 User Defined Date amp Time YYYY MM DD HH24 MI 55 User Defined Input Format Date Yv MM DD 2003 12 31 Time HH24 MI S S User Defined Login The new user ID to be used at login and elsewhere throughout the system The password for this login A secure and easy to c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9 g PORTA Billing 100 System Management O e bol pressing the Auto button 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 the administrator to setup the user account s activation and expiration dates E 4 Edit User demoroot FE Calendar Mozilla pil hl Save amp Close E Log gt bel Save Close Ems Bl Bia 3 E tog Address Info User Interface Life Cycle Mailing List Notepad Mo Tu We Th Fr EG Activation Date 2004 02 20 YYYY MM DD BE E Expiration Date YYYY MM DD 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 accord
44. 004 01 Control number 632 The majotity of the account details on the Account Info page are read only This interface is similar to the one accessible via the customer s Accounts The Help Desk staff has the ability to modify only the Web Password VoIP Password Account Balance Time Zone Redirect Number Blocked Status and Preferred Language When making such changes the 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 selecting lal Save or wl Save amp Close c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 5 PORTA Billing 100 Statistics Statistics c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 6 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 usage will be displayed under the graph If there are two graphs captions will be provided on the left Usage 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
45. 006 01 01 Hot Applicable g x Description Amount Specify a fixed amount to be paid or click the Pay Balance amp icon not available when the frequency is balance driven to pay the current balance with a certain periodicity Balance driven weekly or monthly Balance Only available when the frequency is balance driven Threshold Payment will be triggered when the balance is higher than the specified threshold From To Dates when the payment will remain active Click the Date stopwatch icon to make the payment active immediately Dialing Rules The Customer Dialing Rules amp 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 In order to be allowed to add 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 96 PORTA Billing 100 Adjusting Billing Parameters BES Edit Customer gt E add ta Save i Save ciose amp close cors Ca Account 4 objects 99 Logout E too Customer Name x Customer Opening Balance 0 00000 USD Blocked a Balance 0 00000 USD Type Retail Ab
46. 18 19 20 21 48 22 23 24 25 26 27 28 49 29 30 The Customer Report screen allows the user to easily download all reports that have been set for the customer Reports for the desired customer may be found by selecting it from the list of existing customers on the left side of the screen or by entering the customer s name in the search field and clicking the Search button The wildcard symbol can also be used Mee E Search A Systems X Telecom c 2000 2006 PortaOne Inc All rights Reserved Customer reports mauren EX EE Download Options V Aug 2004 Mo TuWe ThFr Sa Su 31 1 32 ie Ga 4 So es ee 33 9 10 11 12 13 14 15 34 16 17 18 19 20 21 22 35 23 24 25 26 27 28 29 36 30 31 Sep 2004 CDR Types Invoice Debit Oct 2004 MoTuWeThFrSaSu MoTuWeThFrSaSu 36 7 6 Z 8 9 10 11 2 38 13 14 15 16 17 18 19 www portaone com 1456 7 8 910 42 11 12 13 14 15 16 17 43 18 19 20 21 22 23 24 44 25 26 27 28 29 30 31 ite Nov 2004 Mo Tulle ThFr Sa Su 51234567 46 8 910 11 12 13 14 47 15 16 17 18 19 20 21 48 22 23 24 25 26 27 28 49 29 30 124 PORTA Billing 100 Statistics On Net Reports The On Net Reports screen allows the user to easily download all available reports for on net calls made by the system owner The report periodicity can be set up on the Company Info screen gt Report Info Tab gt Reconciliation Period See Part I of this guide for more information
47. 2003 12 31 Time i User Defined Date amp Time vr MM DD HH24 MI Ss User Defined Input Format Date orry MM DD 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 the 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 It defines only one permission which appears as in the following screenshot 3 4 Edit Access Level e Eaa Gl seves cise 8 aise PD Logout on Name Access to the ASR reports 7 Type Component Component Object attribute permissions Motepad Edit Accesstype Allow Deny Object Attribute Delete Read M Allow Read Allow WebForms x 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 51 PORTA Billing 100 System Management e delete
48. 2006 PortaOne Inc All rights Reserved www portaone com 1 01 PORTA Billing 100 Control Number Zero Balance Non Call Related Charges Action Adjusting Billing Parameters Read only The sequential number of the account in the current batch Batch name and control number uniquely define the account ID which is often used for prepaid calling cards Applicable only for debit accounts specifies when the account has used up all of the 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 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 E Commerce Refund Transfers a given amount from a company merchant account to an account s e commerce account f
49. 202 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 b f 9 HNHNIDHINNNNRNDO G M Edit Destination Group CZ Mobile r Wadjooase Logo Ed tog Prefix Country Description gt ABCDEFGHIJIKLMNOPORSTUVWXYZ 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 Lod Led oe Loe Loe Lod oe Coel od Lod c 2000 2006 PortaOne Inc All rights Reserved www portaone com AG 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 unload Logout E Log Search Edit Destination Group Name Prefixes Delete E CZ Mobile 420601 420602 420603 420604 420605 420606 42072 42073 42077 42093 42096 x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 47
50. 3 618 39 621 13 783 58 1358 24 288 87 124 123 466 21 9 25 1132 32 7131 93 0 01430 1 10124 0 13965 0 13832 0 17030 0 31200 0 06783 0 03456 0 10374 0 01330 0 25270 1 58536 14 UNITED STATES New Jersey 0 04407 131 M o4 gt H Sample Vendor Reports 47 0 02926 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 0 07333 KB v lt 5 gt The Vendor Report screen allows the user to easily download all reports that have been set for the vendor Reports for the desired vendor may be found by selecting the vendor from the 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 can also be used Meee Search Best VoIP Global VoIP Internal SIP Out SIP ua2ua SIP to SIP T Systems Customer Reports Vendor reports mao tog Download Options Aug 2004 Mo Tulle ThFr Sa Su 31 1 32 0 leet ee eed ee a 33 9 10 11 12 13 14 15 34 16 17 18 19 20 21 22 35 23 24 25 26 27 28 29 36 30 31 Sep 2004 Oct 2004 MoTuWeThFrSaSu MoTuWe ThFr SaSu 36 37 6 7 8 910 11 12 38 13 14 15 16 17 18 19 ee 1456 7 8 910 42 11 12 13 14 15 16 17 43 18 19 20 21 22 23 24 44 25 26 27 28 29 30 31 Noy 2004 Mo TuWe ThFr Sa Su 45 l fe EE T 46 8 91011121314 47 15 16 17
51. 6 PortaOne Inc All rights Reserved www portaone com 1 99 PORTA Billing 100 Statistics specified as 44 in the destination field The date and time range for the search must be specified To initiate the query click the Show results button i Custom Query Cose 4 objects fF Logout Customer ALL br Vendor 1 systens Destination 3 E From 2004 03 03 vYYY MM DD 00 00 00 HH24 MI S5 faiz To 2004 03 04 YYYY MM DD 00 00 00 HH24 MI S5 Split utc split v Show results Interval Customer s Calls pillable Calls Duration min sec ASR ALOC min sec CostRevenue USD Vendor s 03 03 2004 00 00 00 03 04 2004 00 00 00 ALL 1965 1101 6186 48 56 03 ais 2712 47 T Systems 1965 1101 6186 48 56 03 5 37 196 76 The results table contains two rows one each for the customer and the vendor o Calls Billable Calls Duration min sec ASR Average Success Rate ALOC Average Length of Call Cost Revenue in PortaBilling ownet s currency O 000060 Cost Revenue The Cost Revenue Report screen allows the user to easily download all Cost Revenue reports that have been generated in the system Reports are grouped by the following call types By customer and destination subtotal per country default o By customer and destination subtotal per customer o By customer and destination subtotal per country o By vendor and destination subtotal per vendor o By destination The active selection i
52. 667478647713 12128691074 Apollo SIP Apollo via SIP R 18667478647713 gt E Demo PortaSiP gt R 12128691074 oa i 2005 07 27 526 48 52 18667478647764 4444444 Porta Software Routing to BEGEMOT 18667478647764 PortaOne 02 29 22 Ltd mR CEN 18667478647764 gt gw kiev 5300 gt R 4444444 2005 07 27 02 29 22 CEN 18667478647764 gt N 4444444 526 48 52 18667478647764 4444444 2005 07 28 06 53 05 CEN 18667478647764 gt GEN 4444444 4938 25 09 18667478647764 4444444 SIP Log Viewer The Sip Log Viewer page allows billing logs of PortaSIP calls to be viewed You should 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 phone and it failed you can display all call attempts for a recent period and find the call id of your call according to CLD or other parameters c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 9 PORTA Li Billing 100 EG HM Sip Log Viewer Help Desk Homes Bt SIP environment your Porta SJ P node Trace a call Call ID but not 7ed4f52ad edfdac15 192 168 HB2SCOnHD Another Call ID optional e g for callback calls Search log files E i g today we for include log file for the previous day in the search Output format only text log O log with call diagram experimental does not work for all calls Mien log Only text log 27 Jul
53. 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 i 4 Edit Customer gt fa save i saves close cons 3 Accounts 4 objects MD Logout Customer Name EasyCall Ltd Opening Balance 0 00000 USD Blocked CO Balance 10 00000 USD Type Retail Address Info Additional Info Payment Info User Interface Dialing Rules Notepad Login Time Zone Europe Copenhagen Password Web Interface Language en English Access Level Retail v Periodical Payments Management Enabled Dialing Rules Management Enabled Output Format Date MM DC 2003 12 31 Time HH24 MI 55 User Defined Date amp Time VYYY MM DD HH24 MI SS User Defined Input Format Date I MM DEC 2003 12 31 Time HH24 MI SS User Defined Periodical Payments c 2000 2006 PortaOne Inc All rights Reserved www portaone c
54. D Translation Rule s 00 Tariff vT Systems Description via T1 View billing engine logs The View Logs page allows the raw billing log of a selected call to be viewed by h323 conf id or while in the call detail screen above just click the View log button in the toolbar Li View Logs e cove Pa obeas se Call H323 contid F7206286 N79CE253 D5751D69 OOFZB11A Today t Search log files for Include log file for the previous day inthe search view log c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 1 PORTA Billing 100 Help Desk Call H323 conf id H323 conf id of a call Search log files for The day when the call was made Include logs file for This option extends the search by adding the the previous day in previous day search Active Calls The Active Calls page shows calls which are currently in progress in the system 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 You can focus on specific calls by performing a search by customer vendor or node gateway HA Active Calls gt dose 4 objects 0 mB togout O Customer Vendor Node COO E E een Total 4 calls in progress t Account Customer Connect Time prem Duration CLI CLD Vendor Connection 18667478647713 PortaOne ev 544 23 36 18
55. Destination Group Sets Database Nodes Connections Route Categories Routing Plans ASR Test Dialplan Cost Revenue IP Phones Inventory vendor CDR IP Phone Provisioning Customer CDR Cisco ATA Expert On Net CDR Currencies Invoices Exchange Rates Tariffs volume Discount Plans Products The five functional blocks are Normal system maintenance tasks such as adding administrative users and maintaining the destinations anagement database Configuration of network components registering new l 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 Z Z ee pi jd we Tasks available to help desk staff to assist in troubleshooting problems which clients may inquire Help Desk about a A variety of statistics and reports are available reflecting the status of the system or providing information on call records costing and revenue R et D et h o MN et pi o O 0 p c 2000 2006 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
56. E helpdesk NONE kapitan NONE keeper General billing misconfigurations 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 view all users subscribed to a particular mailing list Representatives Your business 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 may be a dealer a partner at a law firm ot an independent contractor NOTE Representatives do not participate in billing or revenue sharing They are listed for information purposes as IS required when PortaBilling is integrated into back office CRM for calculating commissions and so on 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 Gi Mm Add Representative gt Tied save i save chose ete togost Representative Peter Smith z Currency USD US Dollar Initials ps p Is Inactive Managed By Administrator only Y EE ed Additional infm Categorizing and Defaults Tax ID Time Zone Europe Prague EG Mm Representative Management E add amp Close Objects E Log gt E add amp close 4 Objects jf MB Lego Log Manag
57. Field Node Name The logical name of the node for use within PortaBilling Node ID Node identificator used by the terminating node within your network of trusted nodes to identify the originating gateway which is attempting to send a call Please enter the ID which is used for this node The default behavior is to authenticate a node by its IP address however this can be changed if you use your own custom application to handle incoming VoIP calls This field is only available if Node ID is turned on 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 put here matches the value returned from this node in the h323 gw id attribute as this significantly simplifies troubleshooting h323 The password which will be used for remote IP password authentication of calls originated on this node If you are using the Cisco default app remote ip authenticate put cisco here NAS IP The IP address of the node c 2000 2006 PortaOne I nc All rights Reserved www portaone com 50 PORTA Billing 100 Networking Address Hostname The internet hostname without the domain Domain The internet domain the node is operating in Auth Transl Auth
58. Group Sets Very often a logical destination e g Czech Republic Mobile will consist of multiple prefixes 420601 420602 420604 420732 and others It could 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 can create a destination group CZ Mobile and then perform create a new rate only once and the rates for all of the prefixes will be 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 select the l Add button The Save New icon will appear next to the Name c 2000 2006 PortaOne Inc All rights Reserved www portaone com 4 4 PORTA Billing 100 System Management EG Destination Group Sets gt E ad save close rtogont Ed Log a a ta aa Edit Hame Delete aa dren HE E Destination Group Sets gt E aaa ta save coe B Logo Delete T 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 Unload to t
59. 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 Fto Period launch the period format definition wizard click the test l TEST l 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 of groups you would like to use for more Group Set convenient rate entry Free seconds Number of free seconds granted for each call In order to claim free seconds the length of the call must be at least one billing unit first interval see the Enter Rates section above Surcharge authorization c 2000 2006 PortaOne Inc All rights Reserved www portaone com 63 PORTA Billing 100 Adjusting Billing Parameters Connect Fee Amount to be charged for each successful call in addition to other charges Round Pattern that defines the rounding of a charged amount in Charged an individual CDR This pattern takes the form XXX000 Amount An X on the left means th
60. P PSTNtoVendor Test 6 3 446 UNITED KINGDOM Mobile 0 40000 USD Premium 5 N 192 168 0 1 BestVolP TestVOIP to Vendor Test 5 To test a dialplan type a number in the Phone number field The search can be performed in real time select the m stopwatch icon or click the date input format link to set a date using the pop up calendar Matching destination from the corresponding tariff Price Next interval price for the given destination per minute Route Route category for this route See the Route Categories Category section for more info Preference Routing preference for this destination See the Call Routing section of the PortaBilling User Guide for more info Huntstop If one of the routes has huntstop enabled then all routes with a lower preference will be ignored routed Click the link to open the connection screen Vendor Call terminating vendor Connection Description of the vendor connection Tariff The tariff used to bill this call Click the link to open the tariff screen IP Phone Provisioning IP Phone Profiles and the IP Phones inventory allow service providers to reconfigure a large number of end user devices before sending them to customers as well as those already on a customer s premises Instead of 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 PortaBillin
61. PORTA ONE Porta Billing 100 i Tv ee Ji Administrator Guide Maintenance Release 11 www portaone com PORTA Billing 100 Introduction Copyright notice amp disclaimers Copyright 2000 2006 PortaOne Inc All rights reserved PortaBilling100 Administrator Guide July 2005 Maintenance Release 11 Please address your comments and suggestions to Sales Department PortaOne 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 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
62. SV or XLS file Sender s e mail to prevent unauthorized access only c 2000 2006 PortaOne Inc All rights Reserved www portaone com 66 PORTA Billing 100 Adjusting Billing Parameters trusted e mail will be allowed Key Security key tariff will be accepted only if the correct key is specified in the message s subject line or body using PortaBilling Read more in the Templates section Disabled NOTE Due to the security risk the processing of incoming e mails is turned off 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 call is always billed using one rate or another this also applies to calls which start in the off peak period and end in peak or vice versa Le there is no pro ration See above regarding how you can 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 Charging the call old style method CALL I I amp I a i AY sy PA 3 3 c io Pay I xX x a AY a av ay AY Po I S QS SE ws SN WW Wi NS I xX KA X x x X KX I
63. W 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 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 It is of course not necessary to include every destination 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 40 PORTA Billing 100 System Management 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 PortaBilli
64. X 34567 The The following column is only available for VoIP from Vendor connections column is only available for VoIP from The following column is only available for VoIP from Vendor connections connections Incoming The User Name attribute value according to which the Username incoming call is authorized typically an IP address of the vendor s gateway Translation This rule is applied in order to convert the number from a Rule vendor specific format into the unified format used in billing Click the wizard icon to launch the Dialing Rules wizard click the test icon to pop up the Test Rule window Outgoing If necessary the 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 the dialing rules wizard for the Translation Rule has been run The CLI Translation Rule will translate the CLI to a Translation vendor specific format when routing a call to the vendor s Rule network 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 and not for actual call
65. a specific reseller Reseller NNN Representative Only customers related to a specific 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 of first last name will be displayed The list provides the following information and activities Gi 4 Customer Management gt 0 Add 8 cose ff togout B Log Type Representative Search Direct Customers v ANY v CDRs Hame Accounts Subcustomers Currency Type Credit limit Balance mai Status Delete e ABC Shuttle Ltd USD Retail 0 00000 PD Callshops s USD Reseller 0 00000 E EasyCall Ltd USD Retail 0 00000 admin easycall com o John Reseller USD Reseller 0 00000 E Prepaid cards distributor USD Retail 0 00000 CDRs Click the View 49 icon to go to the CDR view page c 2000 2006 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing 100 Adjusting Billing Parameters The name of the reseller which the customer is owned by filter value in the case of All Retail Accounts Click the Accounts 2 icon to go to the Account Sub customers Management screen for retail customers or the Sub customers Management screen for resellers maintained and billed customer if any The customer s current balance E mail contact for this customer Status The status of the customer s account The
66. 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 mail will be sent immediately c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 07 PORTAL Billing 100 Adjusting Billing Parameters Callshop features MAR Ye Accounts of Retail Customer PortaOne FE Ada E Account Generator cose 4 objets togene Account ID Batch Ctrl amp SIP Status e kr EL pm a Pages 1 2 3 CDRs Timer Receipt Account ID Idle days Currency Balance Credit Limit Type Product Batch Status SIP EO amp amp 01180 0 USD 269 03905 Credit Porta Internal psi phone directory Q PI Vy 0 USD 139 99782 140 00000 Credit Porta Internal psl phone directory Q Fe G oaia PortaBilling100 Porta Software Ltd Netscape a amp pe Receipt a g SEE B Printer friendy cose o O pl amp 0118007 pl amp 0118181 Porta Software Ltd E amp 1000 902 2181 West 38th Ave pl amp 1001 Vancouver VM 1R8 Tax ID 322223 DI G 1100110011 SJEFENE EEE Eg PI G 1100110022 From To Country Date Time Charged time min sec Amount USD ra G 1100110033 0118000 14257891106 24 02 2004 22 54 17 0 00 0 00000 rs A ane 0118000 18667478647 UNITED STATES 24 02 2004 22 52 43 ails 0 02452 re 8 11001100311 Total Charged Time min sec
67. ace for account owners end users Vendors Interface for your termination partners The top right hand side of the interface provides users with the following information 1 The time zone where the current user operates Hover the cursor over this link to select a time zone for your current session 2 Login name of the user currently logged in 3 Context help for the current screen Clicking this link will pop up the Help window 4 Logout button Used to finish 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 rights and where applicable Clicking it will pop up a window showing all logged activities performed on the current screen On the toolbar there is often also a list of the available actions relative to the current page c 2000 2006 PortaOne Inc All rights Reserved www portaone com g PORTA Billing 100 Introduction This toolbar acts as the equivalent of the File menu for the application i e it is 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 only the Test 2 tariff can be deleted as the rest of tariffs are being
68. alls 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 A enters his PIN and makes an outgoing call which is terminated on gateway B is he using the service of gateway A 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 authorization is performed on gateway A then it is gateway A 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 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 th
69. amp icon will appear if a credit has been exceeded The customer blocked icon means that all accounts of this customer have been blocked The frozen icon means that periodical payments for this customer have been suspended due to repeated errors for instance the customer canceled his credit catd and did not enter information about a new card in PortaBilling Delete 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 Add Edit Customer The Add Customer page allows definition of 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 following information is required at the top of the form Information on all the other tabs is optional and need not be specified when creating the customer Once it has been 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 90 PORTA H Billing 100 Adjusting Billing Parameters Currency Th
70. applied to the Discount account Next The value of the next level discount Discount Level Discount Click the information licon for a textual Info representation of the discount scheme c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 0 5 PORTA H Billing 100 Adjusting Billing Parameters Account Generator The Account Generator should be utilized 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 the accounts will not be visible from the Account Management page until the process is completed The customer will then receive an e mail notification regarding task completion as well as another e mail listing all the accounts in CSV format with the values Batch Control Number a sequential index PIN Account ID Web login by default identical to the account ID and Password the web password i M Account Generator for Retail Customer EasyCall Ltd fr E Generate cose 4 oies NT Number of accounts 1000 z Product USD SmartCall vi Blocked F Opening Balance 10 i Account Info Additional Info Life Cycle User Interface Type Debit Credit O Voucher Genera
71. are Requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS A 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 5 PORTA Billing 100 Introduction Introduction c 2000 2006 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 PortaBilling home page s web interface is the main point of entry to all the system s objects and tools Divided into five functional blocks the links below load pages containing tools for system management VoIP networking billing helping customers and generating statistics Each second level page contains a link back to the home page E PortaBilling100 Main Menu lt gt 4 Objects p togout O Company Info Trace Call Access Levels Active Calls Users Sip Log Viewer Mailing List Account Info Representatives Templates Destinations System Load
72. at the digit s in this position should be left unchanged while a zero on the right means that this position will be rounded For example XXXXX XX000 means that amounts will be rounded up to two decimal places so that 1 2345 becomes 1 24 note that rounding is always upwards Formula Default call rating formula to be applied to new rates Note that 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 Description normally is created according to 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 Off Peak Period Definition Wizard Off Peak Period Definition e ease TT Off peak rate is used if Call starts during the off peak period Call finishes during the off peak period Call starts and finishes during the off peak period Cancel Skip The Off Peak Period wizard provides users with a flexible tool for defining the off peak period of any tariff Via 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 6a
73. 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 Default 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 eee eer c 2000 2006 PortaOne Inc All rights Reserved www portaone com 30 PORTA H Billing 100 Adjusting Billing Parameters Maintenance Fee i 4 Add Product gt tel save amp Close 4 objects Joitogouk O Product Name Srmartcall j Currency USD US Dollar W Managed By Administrator only Y General Info Maintenance Fee Period Weekly v Fee 0 05 g Effective From limmediately Maintenance Defines how often to apply the Maintenance Fee The Period 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 Maintenance Only defined when the Maintenance Period is set the Fee amount to charge any account using this product according to
74. breviated Number Length 7 Dialing rules wizard Edit Abbreviated To Dial Description SIP Delete 123 3425582565 New Systems PSTN 124 324663223 X user 125 2344667575 Cisco Phone 1 126 4346568734 Sipura 2000 Phone 1 127 56547235 Sipura 2000 Phone 2 750 5723683454 x connect To add a new abbreviated dialing click the Add button and enter the following information Description Abbreviated The number the end user will dial on his phone H to Dial The number the call will be forwarded to You may enter the ID of one of the customer s accounts use the 4 icon for a pop up window where you can see all of them or any phone number If you do not enter anything in this field 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 will never be converted by other translation rules Description Description of this abbreviated number e g Andrew s IP phone SIP If the Number to Dial represents the ID of one of the customer 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 gray In order to define the phone number format which is used by this customer s accounts click Dialing rules wizard to activate the wizard c 2000 2006 PortaOne Inc All rights Reserved www portaone com 97 PORTA H
75. cks the View icon in the Invoice section of the Customer Self Provisioning interface If the invoice is not locked it will be automatically c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 95 PORTA Billing 100 Statistics updated if the balance changes re costing of calls for example otherwise a new invoice with 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 invoice date due date layout attributes customer and or 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 96
76. com MyLinkPoint ie 1 00000 USD 840 USDollar 2 dollar cent Manual MyAuthorizeNet 1 00000 Choosing XE COM as exchange rate source you agree to the XE COM Terms of Use Please note that it is not allowed to have several more than one systems assigned to the same currency using the same payment method Because of charges for the use of payment systems it is recommended that a non zero value be entered in the Maximum Allowed Payment field Select l Save or click the fun Save icon in the Edit field to make your changes take effect 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 c 2000 2006 PortaOne Inc All rights Reserved
77. could not be properly applied due to a programming error Attempt to login more than once using the Rej Err General billing misconfiguration Merchant account error same debit account number Debit account made a call costing more than its available funds successful on net call was detected on net calls may be normal but in most cases they signal connection misconfieuration etc Error received from the online payment processor while trying to execute the transaction c 2000 2006 PortaOne Inc All rights Reserved www portaone com 30 PORTA Billing 100 System Management 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 account which is to be charged for the call No remote IP It seems that your gateway accepts all authentication on your incoming VoIP calls See the Remote IP gateway authentication chapter in the 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 periodical payment credit card is blocked or no f
78. d on the Currency page exchange rates supersede older ones To add a new exchange rate click the 4 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 source will be changed to Manual Enter the new exchange rate then select either lar Save Edit lal Save or ml Save amp Close to save changes c 2000 2006 PortaOne Inc All rights Reserved www portaone com 61 PORTA Billing 100 Adjusting Billing Parameters Tariffs 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 interval 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 i 4 Tariff Management e aaa ete vegen Search Search Name Currency Type Description Rates Delete Test 1 USD Ordinary testtariff1 Test 2 USD Ordinary testtariff 2 mer USD Ordinary t
79. d to select a date Estimated available funds Formula The rate formula used for the given destination Expanded Formula The rate formula with the real interval and price values If the formula calculates the call cost based on its duration Charged amount Charged amount for test call Real charge history A short description of how the Charged amount was calculated If the formula calculates the call duration based on available funds The true maximum call duration Announced Credit The announced maximum call duration Time Real charge history A short description of how the Real credit time was calculated Announced charge A short description of how the Announced history credit time was calculated c 2000 2006 PortaOne Inc All rights Reserved www portaone com 73 PORTA H 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 rate 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 Singap
80. derscored Click to download the report If a report is available the corresponding link is set off in bold and underscored NOTE Links are not displayed if the reports have not been configured c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 9 PORTA Billing 100 Statistics System Load The System Load graph provides a high level view of the status of the billing system in terms of the number of calls going through it and the number of CDR rows E 4 System Load calls minute 12 00 14 00 16 00 18 00 20 00 22 00 00 00 02 00 04 00 06 00 08 00 10 00 E billable Calls W Zero duration calls Mon Jul 4 11 09 34 2005 a QQ D Wed Aug 3 11 09 34 2005 20 k JO tte Qe a oe oe e A EG MG PO OR SRE NERA NE MK KOM DENS He SP mae Es 2 3 T 10 k p a Week 27 Week 28 Week 29 Week 30 M gillable 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 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 in other debugging scenarios c 2000 2006 PortaOne Inc All rights Reserved www portaon
81. e described the numbering format correctly Make sure for all three examples provided local domestic and international call if this is the way you want to dial the numbers Add Edit Customer under a Reseller This is essentially the same as for management of customers as described above the sole difference being that you can only create sub customers of the Retail type G 4 John Reseller Subcustomer Management e E aaa a eose TT Type Representative Search CDRs Hame Accounts Currency Type Credit limit Balance E mail Status Delete OQ Mary distributor G USD Retail 0 00000 x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 98 PORTA Billing 100 Adjusting Billing Parameters Account Management An account is the 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 EP button shows you a query screen for listing existing accounts Account listing Search Filter There may be a very large numbers 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 Batch Logical name for a group of accounts Select from a list of all the customer
82. e 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 chapter below 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 76 PORTA Billing 100 Adjusting Billing Parameters Discount Wizard gt E asa save swvencose aose O O O O oo Threshold min Discount Dele 7 Unlimited 20 x 200 0 x 500 10 x Unlimited 20
83. e 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 79 PORTA Billing 100 Adjusting Billing Parameters Gi 4 Add Product Product Name Smarcall Currency usp US Dollar Y Managed By Administrator only vi Breakage 0 1 Account default ACL Account self care vi Default Discount Plan None Info URL http www mydomain com smartcall Description SmartCall pre paid cards l The basic information for defining a product is as follows Product The logical designation of the product Name utrency The currency in which the product will be maintained To edit a currency delete all accessibility entries for this product C Managed by By default None The product can be assigned to a reseller so that it is manageable from the Customer Self Provisioning web interface 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 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
84. e com 1 1 g PORTA Billing 100 Statistics i Database Load gt chose a objects eH Logout Mon Jul 25 10 46 24 2005 Tue Jul 26 20 46 02 2005 J3HIL30 IJL 71001044 J3HI130 1901 10010494 12 00 E Number of queries W Number of threads 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 list 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 the connections related to this vendor 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 20 PORTA Billing 100 Statistics M El fs G Connection Load reee Cs VE Vendor PSTN from Vendor VolP from Vendor PST to Vendor VoIP to Vendor w Search Best PSTN to Vendor Best VolP testvoip from vendor Global volP Test YOIP to vendor i 4 Connection Load gt close 4 objec
85. e 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 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 will receive an e mail with an attached CSV file atter the billing period is closed 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 containing all calls may be rather large so it is possible to use the Summary Only option When this option is used the customer will only receive 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 allow 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 D A Edit Customer gt R save i Save a close cons 3 Accounts 4 objects PW Logout Customer Name EasycCall Ltd EG Opening Balance 0 00000 USD Blocked F Balance 10 00000 USD Type Retail Address Info Maintenance
86. ed By Search ar VI Ge Initials Hame E mail Managed By Status Delete JD John Doe Reseller A x PS Peter Smith Administrator only x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing 100 System Management NOTE Once a new representative is created the Currency and the 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 5 A Read more about using the Templates functionality in the PortaBilling Template Guide available for download from www portaone com solutions billing docs Add a new template To add a new template select the l Add button i 4 Add Template gt Tied save E Save coe ete Logout Name Test Template Type Tariff Upload W media o N o 8 amp 8 As Copy Of PESTES ai ATE Tariff Upload Tariff Upload CSV Routing Tariff Upload CSV Volume Default CSV HETT 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 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
87. eds 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 in 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 PortaBilling100 security model and customize it to suit your business environment c 2000 2006 PortaOne Inc All rights Reserved www portaone com 95 PORTA Billing 100 System Management Default User ACLs PortaBilling is supplied with the following predefined ACLs 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
88. eft Jo 25in Right Jo 25in Top Jo 25in Bottom fo 25in DE Cancel In the dialog window set up the paper size A4 or Letter delete all Header and l Open your browser prior to printing In your browser s File menu select Page Setup Footer symbols and set all margins to zero or a value close to zero Envelope Formats America mm ts ME tan Measurements From Left From Bottom 3 5 8 x 6 1 2 3 3 4 x 6 3 4 1 1 8 X 4 1 2 3 7 8 x 7 1 2 1 1 8 X 4 1 2 3 5 8 x 8 5 8 1 X 4 8 78 x8 718 1418 X442 0 ata x 9 112 AEKA ttre 10 378 1 418 X 4 112 mr 1 ee e ma 1 eae EKA c 2000 2006 PortaOne Inc All rights Reserved www portaone com 30 PORTA Billing 100 System Management Double window envelopes Envelope Window Size Placement TOP WINDOW 9 9903 From Left 3 8 From Top WEE 3 7 8 x 8 7 8 BOTTOM WINDOW 3 5 8 x 8 5 8 From Left 7 8 From Bottom 5 8 1 x 4 TOP WINDOW 8 5 8 7 8 x 3 1 2 From Left 5 8 From Bottom 2 1 4 a BOTTOM WINDOW 3 5 8 x 8 5 8 J x 4 From Left 5 8 From Bottom 5 8 TOP WINDOW 9 13036 7 8 x 3 1 4 From Left 3 8 From Bottom 2 1 2 BOTTOM WINDOW 3 7 8 x 8 7 8 r From Left From Bottom 7 16 TOP WINDOW 9 13037 7 8 x 3 1 4 From Left 3 8 From Bottom 2 1 2 BOTTOM WINDOW 3 7 8 x 8 7 8 pg From Left From Bottom TOP WINDOW ee From Lef
89. entication translation rule used to transform the 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 PortauM PortaUM server mvts Mera Networks VoIP Softswitch Note that only types applicable to the chosen manufacturer will be shown VoIP User Defines which parameters e g ANI IP DNIS etc Name should be used to identify to which account the call should be billed Applies to calls which arrived to this node from the IP network values are 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 to which account the call should be billed Applies to calls which arrived to this node from PSTN values are taken from the answet Telephony call leg Note that this parameter is only applicable to Quintum gateways Radius Client Check the box if the node will be providing accounting records to the Radius server Radius Key This inpu
90. er The Add User screen allows you to enter the details to create a new user account The Edit User screen allows you to change details for a particular user account c 2000 2006 PortaOne Inc All rights Reserved www portaone com 27 PORTA Billing 100 System Management Address Info 4 Edit User demoroot gt fl Save al Save amp Close Objects Logout Bio Address Info User Interface Life Cycle Mailing List Notepad Company Name PortaOne Contact Deelason Mr dMs Mr Phone First Name Dee dl 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 Countrw Region Slovenia 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 l 4 Edit User demoroot gt A save il Save cos mete on Address Info User Interface Life Cycle Mailing List Notepad Login demoroot Time Zone America Vancouver Password ai a a a a a a a Web Interface Language en English Access Level Root Output Format Date wry y MM DD 2
91. es If required new countries are inserted into the database manually When uploading new destinations a superuser 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 country is N A the destination will not be imported An uploaded file with such destinations 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 its 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 O O00 0 0 c 2000 2006 PortaOne Inc All rights Reserved www
92. eseverssseseverseseverssseseversene 89 Account M nagemenLuvsmunusamemnmumesnemmbmjeemnmnanuaeevk ni 99 9 HADDE ene A T eee ee 109 SEE 6 NENNE 110 Ne 10 EE 112 AP EOG VIEW OT serren an TE E O ONO EOE 112 PCO UG INNO EE E AAE A tbc 114 OG ANE nee eee See eee 116 SESAN E o 6 NE 119 PN 119 5111 1010 SE EN 120 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing 100 Introduction DS EE EEA 122 GE EE EE EEE 123 Vendor Reports EE 124 Customer REDOT TS recne ra ee 124 NTE 125 ME T ENE cence te cect ea eect eterna ace ect 125 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 3 PORTA Billing 100 Introduction Preface This document provides a general overview of the PottaBilling100 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 resources 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 pr
93. estinations 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 Country two Value to be stored in Destinations iso_3166_1_a2 letter ISO code Note Ignored if the uploader is not Root or does not have the Use country code during upload included 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 4 9 PORTA Billing 100 System Management The CSV file header contains the following fields Action Prefix Country code iso 3166 1 a2 Description add or delete encoded as Missing prefix All other fields NOTE For tariff uploads new destinations will be e mailed as a CVS attachment to an error report using 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 countri
94. esttariff 3 Test 5 USD Routing Test 5 Test 6 Routing Test 6 Tast i Routing Test E 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 L 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 allowing permanent deletion of the given tariff Add Edit tariff To add a new tariff to the system select 4 Add to go to the Add Tariff screen Existing tariffs can be edited by clicking on the tariffs name in the list c 2000 2006 PortaOne Inc All rights Reserved www portaone com 62 PORTA Billing 100 Adjusting Billing Parameters Gl Add Tariff Name Test tariff 41 j Currency USD US Dollar Type Ordinary vi General Info Off Peak Period startstop hrit 4 EST Off Peak Description From 01 00 until 05 00 Destination Group Set Free Seconds Post Call Surcharge Login Fee a Connect Fee oO Round Charged Amount XXX KRKEK Formula MIN S5 SEQ intlxMxpricel amp intNxMxpriceN Short Description test tariff 1 Description test tariff with free seconds and pe surcharge Name The logical name for the tariff object Type By default
95. f 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 37 PORTA H Billing 100 System Management Header The context right click menu provides you with PLeL os greater control over tables and other objects and gt allows certain data located in the PortaBilling database nsert Row I i fi Insert Col to be displayed in the table cell Right click on a table Remove Row ot cell The three top elements of the context menu 1 Size tal cotrespond to the template components tabs for an Th Send Back a invoice for example these would be Header Fields ThBring To Front Her and Footer Users can also set the order of all objects X Delete in the window 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 Footer 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 PortaBilling 100 Test Demo Web Page F ES Paper size Letter Envelope 9 9903 Z md Margins L
96. fetime days If you do not want to use this feature leave the field blank The date of the account s creation The dates when the account was in use for the very first last time Specifies the last time the account was recharged using a voucher via either the self care page or IVR User Interface Account login for the account user interface Click the Account ID button to set the login as identical to the Account ID User interface password for the account Access level assigned to the account Time zone for the account Displays the account user interface in a particular language Follow me Tab 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 simply redirect a call Specifies the order of redirecting a call As listed call every active follow me number from the first topmost number to the last one until the call is answered otherwise use random ordet 104 PORTA H Billing 100 Adjusting Billing Parameters Edit Click the Edit LE icon to edit the follow me number details To add a new number to the list click the Add button Up Down Click the buttons to move the row before the previous one or after the next one in the list 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 Def
97. fines 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 followingentries 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 CSV 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 Ed You can verify your work using the Rates feature Test Call Rating This screen allows testing of the call rating formula and shows the resulting cost and duration of the call The formula can be used both ways either calculating the calls cost given its duration or calculating how long a call should last given its cost He Edit Test 1 Tariff gt f l Save kl Save amp Close Y Download Upload Rates Test Objects gt Logout B Log a
98. g 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 the TFTP server and update c 2000 2006 PortaOne Inc All rights Reserved www portaone com 5 4 PORTA Billing 100 Networking 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 EG M IP Phone Profiles E Add amp Close Objects PE Logout amp Log E add Close 4 objects M Logout B Log Effective From Hame Managed By Now gt Mi ANY g Hame Type Effective From Managed By Discontinued Description Delete Old profile Cisco ATA 186 2005 08 15 11 25 12 Customer A T x Test Sipura 2000 2005 08 15 11 25 24 Administrator only iw Add IP Phone Profile gt Tea save save amp ciose close a oies rose Name ATA 186 Test Managed By Type Cisco ATA 186 As Copy Of None Effective From Date immediately VYYY MM DD 4 Time 00 00 00 HH24 MI S5 E A IP Phone Profiles Name IATA 186 Test Effective From
99. g 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 gt match any symbol match any sequence of symbols The wildcard symbols and P should not be used Only available for from Vendor connections Specifies the access number which 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 87 PORTA H Billing 100 Adjusting Billing Parameters e IP address and pott e g 34 56 78 90 5062 This is required if the remote gateway uses a port different from the standard one Special keywords any or SIP UA For the prefix based connection matching specify a value in the form of PREFIX NNN where NNN is the actual prefix For example PREFI
100. handling this is done by the gateway itself Account Only applicable for outgoing SIP connections Defines which username passwotd should be used for authorization of outgoing calls via this connection Click to remove the connection NOTE The Proxied VoIP to Vendor connection type Is obsolete and such connections will be shown only if the ShowProxiedVol PtoVendor feature is enabled in porta admin conf 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 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing 100 Adjusting Billing Parameters H323 Check if this connection is capable of handling H323 calls Check if this connection is capable of handling SIP calls Customer Management On the Customer Management screen you may view a list of all registered customers or use search filters to display a specific set of customers only Filter value All of the customers registered in the system Direct customers Customers who are 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 customers and those of your resellers company Sub customers of All sub customers of
101. he 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 PortaBilling100 nor the customer s e commerce 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 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 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 customet s 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 hace came ad Visible comment 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 directly from the database Additional Info c 2000 2006 PortaOne Inc All rights Reserved www portaone com g 9 PORTA Billing 100 Incoming
102. 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 c 2000 2006 PortaOne I nc All rights Reserved www portaone com 99 PORTA Billing 100 System Management E M Edit Access Level f l Save ml Save amp Close n Show Dependencies PE Logout f Name admin Access Type Component Component Components Object attribute permissions Notepad Available Included ACL prototypes Company info read only Currencies read only Destinations read only Nodes read only Helpdesk access Products full access Retail Include gt Repots full access Retail customer access Representatives full access Root Tariffs full access F lt Remove Senior Trace a call Senior CC Staff access Vendors full access UM Admin Customers full access UM admin access Accounts full access UM Bookkeeper Access Read SIP location Wholesale Templates full access Wholesale Exchange rates full access Wholesale customer access Commections full access Accounts Modify a vendor account Access to account s self care in Modify accessibility of a product Accounts read only Access to the account info
103. ile Mobile E 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 patt of the interface Choose the destination you want 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 lan will appear in the first column Choose Subdivision from the refreshed drop down list c 2000 2006 PortaOne Inc All rights Reserved www portaone com 41 PORTA Billing 100 System Management and type in the Description if any Save your work by clicking the Save Edit icon Destination access levels Access Description Root or if ACL Full access 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 appropriate country automatically using the longest Admin match from the available destinations all other types Read only Destinations 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 or add or remove Note Only unused d
104. ine 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 Period icon to tun a period test Timeout Specify the amount of seconds to wait until a call is answered After that the call will be redirected to the next follow me number or disconnected Off Check to temporarily disable redirection to the follow me number Volume Discounts Tab Destination Information about used and remaining discounts is Group shown grouped by Destination Group names Each name represents one group included in the Volume Discount Plan assigned to the account Threshold 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 Used The current value of the account s counter associated with this destination group Remaining The amount remaining to reach the threshold value Current The value of the discount currently
105. ing to the Mailing List settings c 2000 2006 PortaOne Inc All rights Reserved www portaone com 29 PORTA E Billing 100 i 4 Edit User demoroot System Management Address Info User Interface Life Cycle MailingList Motepad Subject OC Staff Error Reports Enable OOOOOOOOOOOOOOOOD Error in translation rule Fraud detection Ack I Rej fer General billing misconfigurations Merchant account error Mismatch in the Destinations or Rates table Missing critical billing information Account Tarif Mo currency exchange rate found Mo remote IP authentication on your gateway Mot defined or empty Called Station ld Payment error Please disable Start accounting Profit monitor event detected Replication problems Task rejected Time problems NTF Format Suspicious User Error Report To add different notifications for a specific user check uncheck one or more boxes on the left to select multiple Subjects The available alert types Error in translation rule Fraud detection Ack and their conditions of activation are as follows Alert Type Description CC Staff Error Reports Customer care your reseller s customer support may discover a problem they are unable to solve by themselves So they may need to escalate this problem to your support people When they send an error report from the CC web interface it will be received by users subscribed to this mailing list A translation rule
106. l SIP Status CDRs Timer Receipt AccountID Idle days Currency Balance Credit Limit Type Product Batch Status SIP PI G 1001383877 12 USD 7 16000 Debit Prepaid cards cards 2004 01 0 Q 1013332891 12 USD 4 92567 Debit Prepaid cards cards 2004 01 pl amp 1020777721 12 USD 0 00000 Debit Prepaid cards cards 2004 01 Q 1026510894 12 USD 9 20000 Debit Prepaid cards cards 2004 01 G 1031179746 12 USD 9 76667 Debit Prepaid cards cards 2004 01 0 Q 1032720663 12 USD 7 97333 Debit Prepaid cards cards 2004 01 G 1034753937 USD 10 00000 Debit Prepaid cards cards 2004 01 fp amp 1040638905 USD 10 00000 Debit Prepaid cards cards 2004 01 jp 1042317129 USD 10 00000 Debit Prepaid cards cards 2004 01 jp 1052617150 USD 10 00000 Debit Prepaid cards cards 2004 01 p 1057877041 12 USD 4 64786 Debit Prepaid cards cards 2004 01 Once specified clicking on Account ID will take the user to the Account Info for that account E HM Account Info Retail Customer Pre paid card test gt tel save id Save amp Close CDRs Ratetookup B Logout B too Account ID 1020777721 Product USD Prepaid cards dth Blocked Balance 0 00000 USD zero Balance User Agent Account Info Additional Info Life Cycle User Interface Notepad Customer Pre paid card test zero Balance Date 2004 02 21 Type Debit Opening Balance 10 00000 USD VoIP Password Auto Refunds 0 USD E mail ET Non call related charges 0 00000 USD Batch cards 2
107. licking the Edit ID icon Blocked Specities whether the account is blocked or unblocked The account will be unusable if this is checked it is usually unblocked automatically when the account is used for the first time Product The product providing pricing plans for this account Balance 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 Contact The URI of the user agent used by the SIP Proxy to contact it Account Info Tab Account The account type may be Debit Credit or Type Voucher Debit is usually associated with prepaid cards Credit is a type of account that will be invoiced for incurred costs Voucher accounts are refill coupons for debit accounts Credit Limit Only available when the account type is set to Credit Defines the credit allowance in the account s currency VoIP The password to be used to authenticate any calls made Password using this account E mail 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 Batch 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 c 2000
108. m of your company s name Name For example EasyCall Inc Address Street address of the company The country may be selected from a drop down list Primary telephone number for the company mm Primary fax number 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 customets Web address of the company c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 5 PORTA Billing 100 System Management Legal Info i 4 Edit Company Info lel Save fe Save amp Close amp Close P Logout gt W Save fel Save amp close close ip Logout Contact info Legalinfo Report info Payment Systems Name Porta Software Ltd Address 302 2181 W 38 Ave City vancouver Province State Bc British Columbia x PostalCode vemirs Country fom 3 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 The country in which the c
109. m the next morning Another off peak interval is on weekends We will also include some holidays i e January 1st and December 24 26 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 user a display of the current period definition The top text area displays a verbal definition of the period From 6 00pm until c 2000 2006 PortaOne Inc All rights Reserved www portaone com G 4 PORTA H Billing 100 Adjusting Billing Parameters 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 inclusive So in the example above 6pm to 6am will be represented as hr 6pm 5am this is absolutely 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
110. mat 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 Other Post Processing Rule Layout Designer The Layout Designer allows you to customize the appearance of all types of printed output in PortaBilling c 2000 2006 PortaOne Inc All rights Reserved www portaone com 35 PORTA Billing 100 System Management Mes Template test invoice SE Id ap J S Ela a 4 Porta Software Ltd Invoice 4 Your company lege 1201 610 Hamilton St Sag mrs 1 V3M 2M5 Canada TT Serif n Bill To dE PupkoNet Inc wo 111 y Mr Vasilij I Pupkin a VoIP Industrial Park Pi 410 W 10th Av HEIE 7 Vancouver BC VIK H3B 7 Canada Page Header amp Footer fi a Header gt Date pce 7 Footer Company Name v EE asic in A October I 2002 October 31 2002 di Insert Col BES ER zi Remove Row Company Address3 fl Remove Col Company Address4 we oe ji Ta send Back Company Country Besenption fEapring To Front Company Phone z Vice Over IP Services BB Clone hatay Hc X Delete Company E mail GST 7 Company Web 7 Company TaxID PSr Ta mn Customer Company Name Customer Firstname Layout Designer LD Quick Start To launch click the Layout Designer button on the Media tab in the Template management window
111. 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 screen you can choose how the system will charge calls which border on your off peak period i e they cover both peak and off peak time There are two options you can choose 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 Or the off peak rate will only be used if the call started and finished during the off peak period Thus any call which partially extends into the peak period will be charged at the peak rate To evaluate your work look in 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 of January OR 24 26 of December If the definition is correct click the Finish button c 2000 2006 PortaOne Inc All rights Reserved www portaone com 65 PORTA H Billing 100 Adjusting Billing Parameters Test the off peak period If you are
112. n the XML template files if you would like to perform the translation yourself c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 1 PORTA Li Billing 100 Mei M Edit User demoroot Introduction gt bel save al Save amp Close objects i Logout Bio Address Info User Interface Login demoroot Password kokok Life Cycle Mailing List Notepad Time Zone Web Interface Language Access evel Root fe Output format Date m u 2003 12 31 America Vancouver f en English Default Language ar Arabic zh Chinese Simplified zh tw Chinese Traditional English Estonian French Time m HH24 MI S5 User Defined Czech r German a Date amp kime Y Y MM DD HH24 MI ss User Defined n Input Fdfmat ry yy MM DD 2003 12 31 Italian Latvian Lithuanian Norwegian Polish Russian HH24 MI Ss User Defined Spanish G 4 Editar Usuario demoroot Direcci n Interfaz del Usuario Ciclo de Yida Mailing Lista Block de Notas demoroot Login Contrasefia off a ak ok Zona Horario 4merica Vancouver Web Interface Language es Spanish Nivel de Acceso Root Formato de Salida Fecha hrs 2003 12 31 Hora HH24 MI S5 Usuario Definido
113. n exactly the same way as for customers First you should set up a suitable payment system Assign a discount plan to this account When a new account is created by default it will be assigned a discount plan which is associated with the account s product Defines the music on hold to be used with the account c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 03 PORTA Billing 100 Date Expiration Date Lifetime First Usage Last Usage Last Recharge Login Password Access Level Time Zone Web Interface Language Follow Me Order c 2000 2006 PortaOne Inc All rights Reserved www portaone com Adjusting Billing Parameters 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 name will be used The uploaded music will replace the previous entry in the list and is usually enabled within 10 minutes Life Cycle Tab The date from which the account is usable The date from which the account will be unusable If you do not want the account to expire leave this field blank Note This date is assumed to be in the billing server s time zone not the account s Relative to the activation date the account will expire on first usage date li
114. n settings for each device e g preferred codecs address of the SIP server etc Then you can assign a specific account in effect 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 easil