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PortaBilling: User Manual

1. Choose the element type from the list on the left Available Fill in the element parameters such as interval duration price etc 3 Click the Include button to add this element to the formula NO gt 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 Rate Formula Wizard for 420 CZECH REPUBLIC add i Save i Saver core core Gots TT Off Peak Interval sec Price USD min Interval sec Price USD min First Next First Next First Next First Next 30 6 0 20000 0 20000 30 6 0 20000 0 20000 Formula gt pp 300 206600 10 61200 5s60 Global Rating Sequence Add Duration Edit Up Dn Interval sec Extend By Delete E amp First 300 seconds 20 EG Following 300 seconds 10 x E Following 600 seconds 5 x Remaining call duration 0 o Interval sec The duration of a specific call interval to which add duration should be applied Initially there will be only one row in the Add Duration table defining the rule to be applied to the whole call Click the LH Add button to add a rule for another interval Intervals are interpreted according to the order in which they appear in the table e g the first row covers the f rst 300 seconds the second row covers the following 300 seconds and sO
2. Use the main Discount Plan Management screen to list all existing plans Plans can be located using the search form by selecting a reseller from the drop down list or entering the plan s name To edit a discount plan click on its name in the list The Delete icon will be visible only when a discount plan is not in use not assigned to any customer account or product and enables permanent deletion of the discount plan Add Edit a Discount Plan To add a new discount plan to the system select Add to go to the discount plan creation screen An existing discount plan can be edited by clicking on its name in the list G m Add Discount Plan gt save el save amp ciose dose topo Plan Name Europe free 500 min z Currency USD US Dollar vi Managed By Administrator only ve General Info Destination Group Set europe vi Counter Reset Once in billing period Oh Description Europe first 500 minutes for free Managed By By default administrator only The plan can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web interface Currency Indicates which currency is used for billing calculations All discounts in a plan are to be defined in this currency discount plan can only be assigned to customers accounts and products using the same currency Destination Discounts can be defined for individual groups
3. 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 27 PORTA Billing100 Help Desk 5 Help Desk 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 99 PORTA Billing100 Help Desk Call Trace The call tracing utility allows you to determine the characteristics of a specific call when you know the h323 conf id or the destination which may be specified exactly or using a wildcard For example all calls to England may be specified as 44 in the destination field A date range for the search must be specified however it is highly recommended to set it to the smallest range necessary in order to reduce waiting time and server load Ideally the search window should contain one day only To initiate a query click the Trace a Call button If no results appear try broadening the query When the results appear locate the desired call within the result set If there are too many results they will be divided across pages although in this case it is advisable to narrow the query Hw Call Trace gt close 4 Objects i Logout Destination 3 10 min H323 conf id From 2006 10 06 vyYY MM DD 00 00 00 HH24 MI 55 Ero 2006 10 07 YYYY MM DD 00 00 00 HH24 MI 55 Trace call Trace a call Pages 1 A Error P a Connect Disconnect Duration Disconnect View Report CLIfani CLD dnis Country Description Time T
4. Checkbox By ticking this checkbox for a particular call you can group several active calls into a single group for further operations e g remove them from the active call registry The line below these fields shows a schematic call flow diagram Sometimes a call displayed in the active calls registry may have already been disconnected the most common reason for this being that one of your gateways was rebooted and calls were cut off although billing never received accounting records about this In this case you are able to clean up such stalled calls from the web NOTE A cleanup operation only affects billing s internal registry of active calls and will not disconnect a call that is still in progress 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 39 PORTA Billing100 Help Desk If you want to delete such calls just mark all of them using the checkbox in the column on the far right and press the Cleanup calls presentation button The Call duration greater than min option allows you to auto select calls with a duration greater than the entered value so that you can quickly select suspiciously long calls SIP Log Viewer The Sip Log Viewer page allows you to view billing logs of PortaSIP calls You need to know the Call ID of the specific call in order to trace it If you do not know the call id e g you just made a phone call from a SIP phone and it failed you can display
5. Description CountrwRegion Ukraine The Add Vendor page allows definition of a new client entity within PortaBilling The information required is split into two tabbed sections Address Info and Additional Info The Edit Vendor page also contains the Notepad tab for making notes The following information is required at the top of the form 2000 2007 PortaOne Inc All rights Reserved www portaone com PORTA Billing 100 Adjusting Billing Parameters Defines the vendor name as it will appear within the PottaBilling system This is distinct from the Company Name field in the Address Info tab Vendor Name drop down list of available currencies Opening The starting balance for the vendor Balance The information in all the other tabs is optional and need not be specified when creating a vendor Maintenance The Maintenance tab allows the administrator to correct a vendor s balance Manual charge Use this transaction to adjust the vendot s balance in case of non call related charges from the vendor For instance if the vendor is charging you for an equipment purchase Manual refund Use this transaction if you have received credit to your account For instance if you complained about the vendor s service quality and have agreed for certain funds to be credited toward future services Amount to charge refand Visible comment A comment on this transaction visible to the
6. 20 00 unlimited 20 When the customer begins making calls each call is charged according at the normal rate until the total charged amount exceeds 10 00 After that the customer is given a 10 discount on calls NOTE Let s look at a situation in which a customer s balance is 10 00 and the volume discount counter is also 10 00 The customer makes a 30 minute call and the tariff rate is 0 20 min The call is charged as 30 0 20 10 5 40 and this value is stored in the CDR for the call Thus the customer s balance will be modified by 5 40 to become 15 40 At the same time the volume discount counter will go up by the amount without the discount Thus the counter will go up by 6 to become 16 00 2000 2007 PortaOne Inc All rights Reserved www portaone com 97 PORTA Billing100 Adjusting Billing Parameters Subscription Plans Subscription plans enable automation of recurring non call related charges applied to your customers for instance basic monthly fees or fees for additional services such as voicemail or hardware rental i Fi Subscription Plan Management Description Delete Administrator only First month FREE x Administrator only Follow me service Administrator only Friends amp Family Plan Administrator only Neighborhood Plan Travellers Plus USD Administrator only Traveller s Plus x Voice Mail Administrator only Voice Mail 1 FREE month x Use the main Subscription Plan Managemen
7. 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 03 PORTA Billing 100 Adjusting Billing Parameters 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 Aeon came ead Visible Comment Internal Comment A comment on this transaction visible to the administrator as well as the customer in the x DR browser or on the invoice An internal comment on this transaction not visible in the xDR browser and accessible only from the database directly Additional Info Tariff Incoming Tariff Routing Plan Subscription Discount Rate Billing Period Invoice Template Representative Callshop Enabled Description Only visible when the customer type is Reseller defines the tariff to be applied to this customer The reseller will be charged according to this tariff for all outgoing calls made by his sub customers Tariff for charging a reseller for incoming calls e g toll free lines Only available if the ChargeCustomerForIncomingCalls feature is enabled in porta admin conf Routing plan to be applied to this customer Volume discount plan to be applied to this customer Amount of discount applied by default to all subscrip
8. Accounts Sub customers The name of the reseller owning the customer none are displayed if the Direct Customers filter is applied Click the Accounts l icon to go to the Account Management screen for retail customers or the sub customers icon for the Sub customers Management screen for resellers If there are no accounts under the customer the 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing100 Adjusting Billing Parameters icon is changed accordingly to so that you can easily see this The same applies to resellers in this case the no sub customets icon f is shown 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 A icon will appear if the customer s credit has been exceeded The customer blocked Q icon means that all accounts of this customer have been administratively blocked The L icon means all services to this customer have been suspended because of an overdue invoice and the icon means that this customer was closed The frozen icon means that periodic payments for this customer have been suspended due to repeated errors for instance the customer canceled his credit card and did not enter the information for his new card in PortaBilling Delete Click the delete al icon to remove the customer The delete icon w
9. Accounts of Retail Customer ABC Shuttle Ltd gt E add E Account Generator B dese ost Account ID SIP Status Back to ES m smie search E Add a new search condition Advanced Search Criteria Phone Begins wi vi 1604 Contact Is empty vi Company Name Is vi ABC Shuttle Ltd Login Contains W I 123 Is The value of the field in the customer information must match the search criteria exactly Begins with The value of the field in the customer information must start with the specified value e g if you enter the filter value John customers with the names John and Johnny will be selected Contains The value of the field in the customer information must contain the specified value somewhere e g if you enter the filter value Eric customers with the names Eric Erica Maverick and American will be selected Is empty The corresponding field in the customer information must be empty 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 4 PORTA Billing100 Adjusting Billing Parameters All search operations are case insensitive so you can enter Eric as a search criteria and even if the customer s name was originally entered as eric or ERIC you will still see him in the list All conditions work in conjunction so in the case of multiple search criteria the customer s record must s
10. Gall Parking fa G LAD FHS oaii F hcioduyt GO Fadnd Specifies when the charge attempt occurred Customer Account Specifies to which customer or account the charge was applied Gives the total amount of the transaction Specifies the currency used in the transaction Payment Method The icon on the left specifies which type of payment method was used e g VISA or MasterCard the actual card account number is displayed in the safe form some of the digits are masked by an x Payment System Specifies the payment system used to carry out this transaction Indicates whether this transaction was done in test mode Status Indicates the result of the transaction e Succeeded the transaction was successful funds were transferred Failed the transaction has failed click on Failed to get further information such as the error code or a response from the remote payment processor Authorized a check funds transaction was successful but no actual charges were applied to the credit card and no balance modification in the billing was done Incomplete when using payment systems with external authorization it is possible that a transaction was interrupted e g user has pressed the cancel button when entering credit card info on the remote 2000 2007 PortaOne Inc All rights Reserved www portaone com 126 PORTA Billing 100 Adjusting Billing Parameters processor website
11. Name Retail customers General Info Invoice Template Retail SIP v Description Adjusting Billing Parameters Add Customer Class Managed by Administrator only v Due on receipt v Invoice Grace Period 21 Days Invoice Notification Intervals 10 5 3 Days Invoice Re send Intervals 2 8 Days Re collect Intervals 1 7 Days Suspension Time 14 Days Suspension Warning Time 5 Days Closing Time 30 Days Charge Credit Card When The Billing Period Is Closed The following parameters are available Name of the specific customer class Managed by The following specifies Invoice Template Terms Invoice Grace Period Invoice Notification Intervals Invoice Re Send Intervals 2000 2007 PortaOne I nc All rights Reserved Administrator only default means that this class will be used for your direct customers and is accessible only to your administrators Select a PottaBilling reseller to assign this class for use by a particular reseller various parameters to be assigned by default to customers within this customer class Choose either Do not create invoice in this case no invoices will be created only CSV xDR statistics particular invoice template Description of the invoice terms for a customer to be printed on the invoice Invoice terms te how many days after invoice ge
12. PortaSwitch will remove all information about the caller from the call initiation info sent to the vendor Use private headers The outgoing call initiation request will contain special flags requesting the vendor to hide the caller information from the call recipient The following column is only available for VolP to Vendor or PSTN to Vendor connections Hide CLI Describes how outgoing calls where privacy is Mode requested by the caller should be presented to a vendor e Clear caller info PortaSwitch will remove all information about the caller from the call initiation info sent to a vendor 2000 2007 PortaOne Inc All rights Reserved www portaone com g 4 PORTA Billing100 Adjusting Billing Parameters Use private headers Outgoing call initiation request will contain special flags requesting a vendor to hide the caller information from the call recepient The following two columns are only available for VoIP to Vendor or VolP from Vendor connections RTP Describes the NAT traversal capabilities of the remote Proxying gateway e Direct RTP stream should be send directly to this node RTP proxy should not be used Optimal this node is capable of NAT traversal no RTP proxying is required unless specifically requested OnNat this node is not capable of NAT traversal engage RTP proxy if the other party is behind the NAT Always when sending a call to this node alway
13. 2003 12 31 Time HH24 MI 55 User Defined Permissions permission is the fundamental unit of exchange in the PortaBilling100 security model Permissions are composed of an access type whether or not this is an allowed action the relevant object and the relative attribute of the object Let s take the example of ASR reports An access level called Access to ASR reports is provided within the PortaBilling100 installation It defines only one permission which appears as in the following screenshot BEG Edit Access Level G add f l Save id Save amp Close amp Close i Dependencies togout Bio Name Access to the ASR reports Type Component ae Subsystem PB100 pB100 Hidden Component Group Reports Reports Components Object attribute permissions Notepad Edit Access type Allow Deny Object Attribute Read Allow WebForms ASR The Access type is set to Read and the permission is to Allow This permission applies only to WebForms objects which have the attribute ASR There are four possible access types e read view the specified resource e update modify the resource e insert create new instances of the resource type e delete remove instances of the resource from the system 2000 2007 PortaOne Inc All rights Reserved www portaone com 99
14. Enable Subject Cc Staff Error Reports Error in translation rule Fraud detection Ack Rej Err General billing misconfigurations Merchant account error Mismatch in the Destinations or Rates table Missing critical billing information Account Tariff No currency exchange rate found No remote IP authentication on your gateway Not defined or empty Called Station ld Payment error Profit monitor event detected Replication problems Task rejected Time problems NTP Format Suspicious NANNANANEANSANEANEANANRNA User Error Report To add different notifications for a specific user check uncheck one or more boxes on the left for the corresponding Subjects The available alert types and their conditions of activation are as follows Alert Type CC Staff Error Reports Customer care your reseller s customer support may discover a problem they are unable to solve themselves and thus may need to escalate this problem to your support staff When they send an error report from the CC web interface it will be received by users subscribed to this mailing list Error in translation rule A translation rule could not be properly applied due to a programming error Fraud detection Ack Attempt to login more than once using the Rej Err same debit account numbet 2000 2007 PortaOne Inc All rights Reserved www portaone com 30 PORTA Billing100 System Management General billing A debit account made
15. The Media tab is present for all types of templates and shows the media available for upload or download For Tariff upload in CSV format it is important to know what delimiter was used whether there is a header or 2000 2007 PortaOne Inc All rights Reserved www portaone com 34 PORTA Billing100 System Management in what row the tariff information starts For Invoices the Media tab contains a link to the PortaBilling Layout Designer which allows you to customize the appearance of your invoices and receipts g A Edit Template gt Save i Save amp Close amp Close 4 obiects 0 i hog B Log Name Default XLS z Media Excel Excel Type Tariff Upload Timezone auto vi Description kon rd Format Other Format Rule Post Processing Rule Off peak Period A 1 Off Peak Description B 2 Destination Group Set c 3 Free Seconds D 4 Post Call Surcharge E 5 1234 12345 Login Fee F 6 1234 12345 JEJE EIEEE Connect Fee 1234 12345 Formula The content of the Header Fields Columns and Footer tabs is arranged in a similar way and allows flexible mapping of information related to user documents and information in the PortaBilling Database Description of template components Source Column Defines the mapping of template information to the original destination document Format Data format Choose a format from the list or
16. 2000 2007 PortaOne Inc All rights Reserved www portaone com 65 PORTA H Billing100 Adjusting Billing Parameters i 4 Add Tariff Name RetailSIP Currency USD US Dollar Applied To Customer Service Type Voice Calls v Managed By Administrator only General Info Off Peak Period startstop hr 20 7 wdfsa su Off Peak Description PERIOD From 20 00 until 08 00 any day of any month OR Weekend of any month Destination Group Set v Free Seconds Post Call Surcharge Login Fee Connect Fee Round Charged Amount XXXXX XXOOO Default Formula Me Short Description Description What we charge our retail customers for outgoing calls from their SIP phones The logical name for the tariff object Currency Indicates the currency in which pricing information is oe defined All pricing information for a single tariff must be defined in the same currency Applied To Designates whether this tariff will be used to charge your customers or resellers or to calculate costs associated with your vendors You must select a value here to get access to certain fields that are available only for a specific type of tariff Service Type Select the service type for which this tariff will be used by default the Voice Calls service type will be selected Managed By Only availa
17. Add from the toolbar then click the Save New icon to save this row E 4 Edit Residential SIP Routing Plan Name Residential SIP Description Use low cost and normal routes only Included Route Categories Profit Guarantee dl Edit er Route Category Description 96 pS Low cost iw Qu ality may vary rd az w Default Default category E M Edit Residential SIP Routing Plan Description Use low cost and normal routes only Included Route Categories Profit Guarantee Edit Order Route Category Description 99 Default Default category 96 Low cost Quality may vary 92 Default Default category You can change the route category order by choosing an Order number Remember that if a route category is not included in the routing plan a customer with this routing plan will not have access to such routes 2000 2007 PortaOne Inc All rights Reserved www portaone com 5 4 PORTA H Billing100 Networking Click the lel Save icon to make your changes take effect Please note that a larger value in the Order column pushes the given route category towards the top of the route list 1 e 99 is the first route category which will be tried Profit Guarantee On this tab you can specify how the system chooses routes for call termination in order to maximize your profits EG km Add Routing Plan Name esidential SIP Descr
18. 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 Gi kA Tariff Management add cose Logout B Log Search x Hame Currency Type Description Rates Delete Apollo SIP USD Routing US wholesale E Mera Systems Routing Mera Systems x Prepaid Ordinary prepaid x SIP SIP Ordinary SIP SIP tariff The main Tariff Management screen shows a list of all existing tariffs Tariffs can be located using the Search form by selecting a reseller from the drop down list or choosing the tariffs name To edit a tariff click on its name in the list Click the Edit Rate icon to edit individual rates for the given tariff The Delete icon will be visible only when the tariff is not in use not assigned to any customer or vendor and not being used in any product s accessibility and enables permanent deletion of the given tariff Add Edit Tariff To add a new tariff to the system select H Add to go to the Add Tariff screen Existing tariffs can be edited by clicking on the tariffs name in the list
19. F First N billing periods 1 0 2 0 4 0 30 0 x A Following N billing periods 6 4 99 12 2 89 26 136 180 0 25 x Default Rate unlimited 9 99 unlimited 5 49 unlimited 2 99 unlimited Monthly Billing Bi weekly Billing Weekly Billing Daily Billing 1 month s 0 USD 1 2 bi week s 0 USD 1 4 week s 0 USD 1 30 day s 0 USD 2 7 month s 4 99 USD 3 14 bi week s 2 89 USD 5 30 week s 1 36 USD 31 210 day s 0 25 USD 8 unlimited 9 99 USD 15 unlimited 5 49 USD 31 unlimited 2 99 USD 211 unlimited 0 49 USD Default Promotional Specifies whether this is a rate which applies for a rate certain initial period which rate which follows it additional promotion or if it is a default rate N Promotion span the number of billing periods covered by this fee Amount of the fee After you have edited a specific row click ll Save to confirm that you have finished editing this row You still need to save the whole form use l Save in the toolbar for this A For your convenience the periodic fee table in Edit mode provides auto population of the fields e If you type a value in one of the span N columns a re calculated value will be entered automatically in all other empty columns For instance say you plan to define a special promotion for the first month If you type 1 in the N column under the Monthly billing 2000 2007 PortaOne Inc All rights Reserved www portaone com g 4 PORTA Billing100
20. above 6pm to 6am will be represented as hr 6pm 5am This is perfectly correct since 5am actually means all of the 5th hour 05 00 00 05 59 59 Now for the weekends pressing the Skip or Next button go to the second screen and select Weekend or holding down the lt Ctrl gt key select Saturday and Sunday from the list Select the Next button and skip until the Period definition completed message is displayed Press the Add button to add another definition to this period To include January 1st in the off peak period definition skip to the Day of Month screen and select 7 Click the Next button Now select January click Next skipping forward to the next screen Follow the same steps to select the December 24 26 interval Hold the lt Ctrl gt key down to select multiple entries 2000 2007 PortaOne Inc All rights Reserved www portaone com 6 g PORTA Billing100 Adjusting Billing Parameters On the next screen you can choose how the system will charge calls which overlap with your off peak period i e cover both peak and off peak time There are three options you can choose from e If the call starts in the off peak period it will be charged using off peak rates even if part of the call was made during peak time This method is the easiest and most transparent for end user authorization of outgoing calls e If the call finishes during the off peak period it will be charged using off peak rates it doe
21. country name and then by the number of minutes use the and zl arrows to move the Country column above the Minutes column This tab allows you to schedule automatic report execution single time or periodic in the future and to see when a report was last generated Click the Add button in the toolbar to add a new entry 2000 2007 PortaOne Inc All rights Reserved www portaone com 146 PORTA Billing 100 Statistics E 4 Edit First Dial MP countries query BEL Gl save Close ermal Logout Beg Name First Dial MP countries Timezone America Vancouver vi Report Type Most Popular Countries Query Info Input Parameters Qutput Formats Run Queue Notepad 5 Start Time ree Edit YYYY MM DD HH24 MI SS Periodic Last Run Status Suspend Delete 2006 10 01 00 00 00 Monthly 2006 10 09 14 47 02 Waiting e 2006 10 09 13 00 00 2006 10 09 13 00 03 Completed 2006 10 09 14 48 00 2006 10 09 14 48 01 Running 2006 10 17 00 00 00 Weekly 2006 10 09 14 46 01 Waiting produced Specifies whether the report should only be produced once or generated every day week or month Last Run The date when the report was last executed if applicable Status Current status of the report e Waiting Report execution has not started yet and is scheduled for the future Completed The report was to be executed only once and this has already been done Runni
22. shown in more than one color a legend for color use will be displayed below the graph If there are two graphs captions will be provided on the left The use of navigation is explained in the table below Zoom Out Click the icon or the top part of the graph to see a 50 longer time interval Zoom In Click the icon or the bottom part of the graph to see a 50 shorter time interval and a more detailed graph Back in time Click the icon or the left part of the graph to move back in time by 50 of the current timeframe Forward in time Click the icon or the right part of the graph to move forward in time by 50 of the current timeframe Reports The middle portion of the report screen is a one year calendar PottaBilling keeps reports for one year after which they are removed from the system The current month is displayed in the bottom right hand corner of the calendar Look at the following diagram of a calendar i 2 3 4 5 nn 45678 gd 11 iP 13 14 6 16 T 1 If present this arrow notifies the user that a report for this month is available for download by clicking the month link 2 Three letter abbreviation for the month followed by the year 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 37 PORTA Billing100 Statistics 3 If present this arrow notifies the user that two semi monthly repotts are available for download by clicking the links on the right 4 Click this icon to download sta
23. this position will be left unchanged while a zero to the right means that this position will be rounded For example XXX XX X X000 means that the amount will be rounded up to two decimal places so that 1 2345 becomes 1 24 Note that rounding is always done upwatds 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA H Billing100 Adjusting Billing Parameters An extended description of this subscription plan Periodic Fees tab In this tab you may define recurring fees which are applied to your customers while a subscription is active as well as special promotion periods The rate structure is organized as a table where columns define the rates for different billing periods and table rows specify the rates for different phases of the customer s lifetime The table of periodic fees must include at least one row marked Default Rate which specifies the normal rates applied by default If you wish to define a special promotion e g a reduced rate for the first three months you may insert an extra row into the table to cover this period fi 1 Edit Traveller s Plus Subscription Plan fr E add ta Save Saveacose 9 dose tomt Ble Name Traveller s Plus a Currency USD Managed By Administrator only General Info Periodic Fees Monthly Billing Bi weekly Billing Weekly Billing Daily Billing Edit Up Down Default promotional rate Delete N Fee USD N Fee USD N Fee USD N Fee USD
24. vendor in the case of normal vendor termination and the call status while disconnecting which is color coded according to the table below Select the View icon to go to a detailed page describing the call Possible Reasons for Disconnect Normal completed call Ft Calling side error nm Normal uncompleted call Si Called side error 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 99 PORTAL Billing100 Help Desk Giga ote MM MN Call Trace Detail The detailed Call Trace Results page shows additional call details such as the h323 conf id for the call and the setup time as well as a detailed breakdown of the charges applied to each entity accounts resellers and vendors You may view the connection details for a particular vendor by i selecting the Connection EY icon On the subsequent Connection detail page you may view all connections for a particular vendor by clicking the Connections icon G 4 Call Trace Results fe S cose E tror repone ventes aE omete toot H323 conf id 00462FC9 00462FC9 00462FC9 000020DB Setup time sec 10 Duration sec 166 Account Customer Vendor User UTC 100004 Callshop 15 SuperHet pb root America Vancouver America Vancouver America Vancouver America Vancouver Connect Time 2006 10 06 17 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 2006 10 06 10 14 12 Disconnect Time 2006 10 06 17 16 58 2006 10 06 10 16 58 2006 10
25. vendor in the xDR browser Internal comment Additional Info An internal comment on this transaction not visible in the xDR browser and only accessible directly from the database Billing Period Defines the frequency of invoicing for this vendor Offset Balance with Customer Minimum Amount to Defines the customer for automatically offsetting the vendot s balance if this vendor also sends you traffic i e he is also your customer You may only choose a reseller or retail customer defined with the same currency When the balance reaches the threshold value the current vendor s balance will be applied as credit to 2000 2007 PortaOne Inc All rights Reserved www portaone com 91 PORTA Billing100 Adjusting Billing Parameters the chosen customer and reduced to zero x DR records for both the vendor and the customer will be created for this transaction User Interface The User Interface tab content is identical to that described in the User Interface sabsection of the User Management section of this guide Accounts When you send traffic to the vendor s network both parties are interested in securing the connection so that no one else can send traffic to the vendor as this would then be billed to your account When using SIP it is possible to do this in a very convenient and secure way by using digest authentication In this case the vendor will provide you with a username passwo
26. 16 17 18 192021 21222324252627 28 22293031 Sep 2006 Mo Tule Thr Sa Su 35 lie eS 36 4 56 7 8 910 3711121314151617 3818192021222324 39252627 282930 Feb 2006 Mo Tue ThEr SaSu 5 12345 6 6 7 8 9101112 713141516171819 8 20 2122 23 24 2526 927 28 Jun 2006 Mo Tue ThFr Sa Su 22 1234 23 5678 91011 24121314151617 18 2519202122232425 26 26 27 282930 Oct 2006 Mo Tu We ThFr a Su 39 1 42345678 41 9101112131415 4216171819202122 432324252627 2829 443031 Customer xDR Reports The Customer reports screen allows users to easily download all reports that have been defined for a customer Reports for the desired customer may be found by selecting from the list of existing customers on the left side of the screen or by entering the customer s name in the search field and clicking the Search button The wildcard symbol may also be used Customer reports Me e Ge Download Options a CDR Types Invoice Debit E ABC Shuttle Ltd Asgard Telecom BestDeal Reseller EasyCall Ltd Fist Dial Noy 2005 Mo Tu We ThFr Sa Su 4 123456 4 7 8 910111213 46 14 15 16 17 18 1920 4721222324252627 48 28 2930 Mar 2006 Mo Tu We Thr Sa Su 9 1 2 BS ES BS 10 6 7 8 9101112 1113141516171819 12 20 21 22 23 24 2526 1327 28293031 Jul 2006 Mo Tu We ThFr Sa Su 26 273456789 2810111213141516 29 17 181920212223 30 24 25 26 27 282930 3131 Dec 2005 Mo Tu We ThFr Sa Su 48 1234
27. Adjusting Billing Parameters period the N columns for Bi Weekly Weekly and Daily billing periods will be automatically filled with 2 4 and 30 respectively e If you type a value in one of the Fee columns a re calculated value will be entered automatically in all other empty columns For instance when defining a special promotion for the first month as mentioned above if you type 9 99 in the Fee column under the Monthly billing period the Fee columns for Bi Weekly Weekly and Daily billing periods will be automatically filled with 4 995 2 331 and 0 333 respectively Also below the table in which you enter periodic fees you may see another table providing an extended explanation of the fee structure 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 calls to a toll free line In this case your product will include two types of service e access via the local New York number and e access via the toll free line with price parameters associated with each service Accessibility is the main component of a product definition It specifies where your customers are allowed to use a service and how they should be charged for it Accessibility allows you to specify the following parameters which define an
28. Custom Translation Rules option 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 09 PORTA Billing100 Adjusting Billing Parameters In order to define the phone number format which is used by this customer s accounts click Dialing rules wizard to activate the wizard Dialing rules wizard gt bd save m save amp ciose cose o o o Your country code 1 Sample settings Your area code s 425 E 164 North America WA 7 digit dialing Always dial the area code as a part of the number go North America BC 10 digit dialing Europe Czech Rep always dial using the areacode Europe Czech Rep local and domestic dialing obsolete Australia Sydney Prefix for accessing the outside phone network Prefix for domestic calls but outside of your area 1 code e g 1 0 International dialing prefix e g 011 00 0011 011 Emergency numbers e g 911 112 911 Exceptions e g 98 411 Local dialing number length Convert ANI CLI for incoming calls into this dialing format Check yourself To call 1234567 outside of your office but within the same area 1234567 you dial l To call long distance 5 1234567 within your country you dial 15 1234567 To call 1 405 1234567 internationally you dial 011 1 405 1234567 The upper part of the wizard screen allows you to enter important dialing parame
29. Inc All rights Reserved www portaone com 37 PORTA Billing 100 System Management Header The context right click menu provides you with reater control over tables and other objects an ee great trol tables and other objects and Footer wan gt allows certain data located in the PottaBilling usert Boy fi Insert Col database to be displayed in the table cell To show E Remove Row the menu right click on a table or cell The three top f Remove Col elements of the context menu correspond to the ees EN ere er te pla e components tabs in the case of an eee invoice for example these would be Header Fields X Delete and Footer Users can also set the order of all objects 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 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 https demo2 portaone com Porta Cal Paper size Letter W Envelope 9 9903 2 wnd v argins Left 0 25in Right 0 25in Top 0 25in Bottom 0 25in Header 0 25in Footer 0 25in Open your browser prior to printing In your
30. Info tab allows you to enter information about your company that could be used for any legal transactions e g for taxation purposes Proper legally recognized form of the company s name registered Two lines are provided Province State The province or state where the company is registered may be selected from a drop down list depending on the Country option selected Postal Code Postal code for the company s registered location Country The country in which the company is legally registered Report Info G kA Edit Company Info gt E seve i sendes coef Logout B to Legalinfo Report info Payment Systems Time Zone America Vancouver Reconciliation Period Weekly Tax ID 6358725 Currency USD The data contained in the Report Info tab may be used for any financial repotts e g for invoicing or taxation purposes 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 G PORTA E Billing 100 System Management Time Zone Time zone in which global reports for the environment e g Cost Revenue Repott will be generated Reconciliation One of the following daily weekly bi weekly or Period monthly This will also set up the periodicity of the Unresolved xDR Reports See the Statistics section below Locally designated tax number Currency The company s internal currency You can use different currencies fo
31. Life Cycle User Interface Call Features Type Debit O Credit O Voucher Generation method Random Sequential DID Inventory ID prefix 1234 ID length 12 VoIP Password Empty Auto generated Auto generated digits only New batch vi S The Account Generator interface is very similar to Add Account with the following exceptions Number of Accounts The number of accounts to be generated replacing Account ID Account Info tab Generation method Random will produce unique unpredictable account IDs with a specified length and prefix Sequential will create accounts with incremental IDs e g if the starting ID is specified as 5554000 it will create accounts 5554000 55540001 55540002 and so on see below for more details DID Inventory will generate accounts based 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 93 PORTA Billing100 Adjusting Billing Parameters on the selected DID Owner Batch where the user has the option of choosing the starting DID empty to make the account ID totally random Starting ID Only available in sequential generation and always numeric VoIP Password Can be generated automatically or left empty to allow end users to login using account ID only typically used for prepaid cards The Auto generated digits only option allows you to create sufficiently secure passwords with a specified password length consisting of digit
32. Limit USD Type Credit Opening Balance 0 00000 USD VoIP Password lyi9nths Auto Refunds 0 USD Non call related charges 0 USD E mail Batch EasyCall batch Control number 1 Description Account ID The primary identification of this account The ID is read only by default you can modify it by clicking the Edit ID icon The maximum allowed ID length is 32 characters Blocked Specifies whether the account is blocked or unblocked O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 5 PORTA Billing100 Adjusting Billing Parameters If this is checked the account will be unusable 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 the IP phone Account Info Tab Account The account type may be Debit Credit or Type Voucher Debit is usually associated with prepaid cards Credit is an account that will be invoiced for incurred costs Voucher accounts are refill coupons for other types of accounts Credit Limit Only available when the account type is set to Credit Defines the credit allowance in the accoun
33. PORTA Billing100 Adjusting Billing Parameters Next interval Price first Price next Effective Exact time when the rate becomes effective Click the amp Time icon to make the rate effective immediately Click the DD MM YYYY link to set up the desired date using the pop up calendar Indicates if this rate uses a call rating formula The ie icon indicates that there is no formula thus old style rating is used The icon indicates that the rate already has a formula defined Click on the icon to invoke the call rating formula wizard Rate Hidden This means that the rate is excessive 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 may be omitted when making a list of rates for the end user m 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 G 4 Mera Systems tariff rates gt 5 asa td save close tan toget tog Effective From Destination row v Country Routing Interval sec Price USD min 13 Effective From vvvy um pp Ld fig delete Description Rou
34. a date after the actual report time for instance every Monday you can run a report to obtain a list of invoices that will become overdue during the next seven days Output Formats Tab This tab includes two separate areas Output Format where you can define how the values of columns should be presented in the report and Data Sorting where you define how the report data should be sorted Column Name of the report column Visible Whether this column should be included in the report If you uncheck this option the given column will simply be skipped in the report result Format Formatting of the column data e g whether the total number of minutes should be displayed as 380 or 380 00 Post Processing This field functions like the post processing Rule rules in templates for more details see the PortaBilling Templates Guide It allows you to modify the actual value extracted from the database before it is shown in the report For instance if the value in the database gives the total number of seconds you can divide it by 60 to display the value in minutes to the user Suppress Dup If activated duplicate column values in adjacent rows will not be displayed see the example below 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 4 5 PORTA Billing 100 The Suppress Duplicates option allows you to make your reports more readable by removing excess information Compare the two datashee
35. access point 1 The type of service provided 2 The node on which the service is used What exactly does node mean in this context If for example a customer calls to gateway A enters his PIN and makes an outgoing call which is terminated on gateway B is he using a service on node A node B or both The correct answer is that the service is regarded as having been provided at the point where authorization was performed In this example since PIN authorization is performed on node A it is node A which must be listed in the accessibility 3 Identification of the access code method on that node This parameter allows you to use different rate plans for the same service For example you may choose a rate plan according to the PSTN access number local or toll free that the customer has dialed Or you may use different rate plans for outgoing incoming and forwarded calls in your IP calls service While for services such as prepaid cards the access code is a number for other 2000 2007 PortaOne Inc All rights Reserved www portaone com g 5 PORTA Billing 100 Adjusting Billing Parameters services any string may be used so long as it is one provided by the application handling the call 4 Originating line information this is applicable only to the voice call service where the call originates on the PST N network You can separate accessibility entries based on originating line information e g whether the
36. all call attempts for a recent period and locate the call id of your call according to CLD or other parameters i 4 SIP Log Viewer gt cose ff i toot PortaSIP node 182 168 0 55 PortaSIP vi Trace a call CallID but not H323 Cont ID 7e4f52ad edfd3c158192 168 0 55 Shion S Another Call ID optional e g for callback calls For last SELECT vi Search log file for EN vi Use carefully de ak may produce huge list of calls include log file for the previous day in the search O 9 p y Filter do not show selftest calls Output format 8 only text log log with call diagram experimental does not work for all calls View log Text only log r 00 00 14 GLOBAL ser RECEIVED message from 219 74 184 194 10581 REGISTER sip demo portaone com SIP Z 0 Via SIP Z O UDP 192 168 0 138 5060 From 7tag 4033808185 Tea Call ID 23790603648192 168 0 138 CSeq 10 REGISTER Contact expires 3600 User Agent Cisco ATA 186 v3 1 1 atasip 04062934 Authorization Digest username 18667478647711 realm demo portaone com nonce 4Ze c9celelbzel0ca0zcf931Z Content Length 0 00 00 14 23790603648192 168 0 138 ser processing REGISTER received from 219 74 184 194 00 00 14 23790603648192 168 0 138 ser sending AAA request for 18667478647711 method REGISTER Calling Station Id 18667478647711 User Name 18667478647711 Digest User Nane 1866747864771L Digest Realm demo portaone
37. any given moment of time For instance a user may have a list of 20 numbers each active in its own time period some temporarily turned off and so on When call forwarding is done PortaBilling will compute a list of numbers which may be used at that moment and choose only the first N in the list where N is the number specified in Maximum Forwards Allows the account user to access the unified messaging system See the PortaUM Administrator Guide for more details Please note that if an account has UM Enabled activated there will be an additional link next to it on the administrator interface Manage UM Account By clicking on this you will go automatically to the account s UM administration pages This is extremely useful for helpdesk people since they can quickly check the configuration of an account s auto attendant call queues and the like Also note that it may take a few minutes before an account is fully provisioned in PortaUM Thus if you click on the link immediately after activating UM Enabled it most likely will not work yet How long the IP phone will ring before a call goes to follow me numbers if any or voicemail Follow me Tab Possible modes of use of this service e Never do not use at all e When Unavailable redirect a call only if the primary phone does not answer e Always redirect all calls Specifies the order for redirecting a call As listed call every active follow me number from t
38. bill calls shorter than For a detailed description of this feature see the PortaBilling Administrator Guide Rate Formula Wizard for 446 UNITED KINGDOM gt E seve m Saveacise Steep TT Interval sec Price USD min F Interval sec Price USD min First Next First Next First Next First Next 0 30000 0 40000 0 10000 0 20000 co Do not bill calls shorter than 5 sec Rating Sequence Here you can construct the actual call charge plan by defining a sequence of time intervals and surcharges 2000 2007 PortaOne Inc All rights Reserved www portaone com 7 4 PORTA H Billing100 Adjusting Billing Parameters Rate Formula Wizard for 446 UNITED KINGDOM gt Tedselilswence tmel TT Interval sec Price USD min z Interval sec Price USD min First Hext First Hext First Hext First Hext 1 0 20000 0 40000 2 0 10000 0 20000 Formula x rrj SEQ intlxNxpricel amp tintNxNxpricelk Global Rating Sequence Add Duration Available Rating Sequence _ Count N intervals of First interval seconds First price USD min Fixed Surcharge Custom times N intervals of Next interval seconds Next price USD min oie cians eared Unlimited until the end ofthe call Call Disconnect Duration Custom sec First Interval Next Interval Price Custom USD First Price Next Price
39. billing information Tariffs Products can modify Customer and Account parameters access to Trace Call Default Customer ACLS There are two major types of customers retail customers and resellers However since they are both customers they share the same ACL type Obviously they need quite different sets of permissions e g a reseller needs an extended self care functionality PortaBilling is supplied with the following predefined ACLs for customers Retail Access to xDRs 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 customet s Reseller own 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 User Management The User Management screen shows existing users registered in the system and also allows you to edit current user information or add and delete users To add a new user select the 4 Add button from the User Management screen The user list table contains the following information and operations 2000
40. browser s File menu select Page Setup In the dialog window set up the paper size A4 or Letter delete all Header and Footer symbols and set all margins to zero or a value close to zero Envelope Formats America Envelope Envelope Window Window Measurements From Left From Bottom 6 3 4 3 5 8 x 6 1 2 1 1 8 X 4 1 2 3 3 4 x 6 3 4 1 1 8 X 4 1 2 7 3 4 3 7 8 x 7 1 2 1 1 8 X 4 1 2 7 3 7 8 x 8 7 8 1 1 8 X 4 1 2 4 1 8 x 9 1 2 1 1 8 X 4 1 2 4 1 2 x 10 3 8 1 1 8 X 4 1 2 4 3 4 x 11 1 1 8 X 4 1 2 5 x 11 1 2 1 1 8 X 4 1 2 7 8 1 2 1 5 5 8 x 8 5 8 mx i 1 2000 2007 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing100 System Management Double window envelopes Envelope Window Size Placement TOP WINDOW 9 9903 T BOTTOM WINDOW 3 5 8 x 8 5 8 Em From Left From Bottom TOP WINDOW 8 58 T From Lef From Bottom 2 1 4 BOTTOM WINDOW 3 5 8 x 8 5 8 1 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 a From Left 1 x4 From Bottom TOP WINDOW ee From Left From Bottom 2 3 8 BOTTOM WINDOW 3 7 8 x 8 7 8 pe From Left F
41. call was made from a home phone ot a pay phone Make sure your telecom provider supplies you with this information in the call setup CA g Add Product e a sae 8 cee CI Product Name SmartcCall Prepaid Currency USD US Dollar Managed By administrator only General Info Maintenance Fee Breakage Account Default ACL Default Discount Plan Info URL Description http smartcall com prepaid SmartCall Pre paid Cards The basic information for defining a product is as follows Product The logical designation of the product Name Managed By Breakage The currency in which the product will be maintained To edit a currency delete all accessibility entries for this product Administrator only default means that this product will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this product for use by a particular reseller 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 i
42. calls were made for specified customer in the specified time limit This report chooses the customer s or account s CDRs and sums CDR charged amount CDR charged_time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance with sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country Ea i 4 Edit New Query query gt tel Save fl Save amp Close erunam 0 tip togout tog Name New Query Timezone Auto Report Type Most Popular Destinations Query Info Input Parameters Output Formats Send Report To Owner i zhilenko portaone com Description Send Copy To This report displays ten the most popular RA destinations in which calls were made for Description specified customer in the specified time limit This report chooses the customer s or account s CDRs and sums CDR charged amount CDR charged time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance vith sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country On the Edit query page you can alter various parameters of this query Click the E Run HTML button in the toolbar t
43. canceled Read only The date to which subscription charges have already been applied A flag indicating that this subscription comes from the account s product and so cannot be closed until the account has this product assigned to it 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 99 PORTA Billing100 Adjusting Billing Parameters Allows you to close one of the optional subscriptions Account Generator The Account Generator should be used when large numbers of accounts are to be generated for example when issuing prepaid cards so that individual accounts need not be entered manually The account IDs will be generated either sequentially or randomly as will the web password so as to prevent possible defrauding The generation process will run offline so that the accounts are not visible from the Account Management page until the process is complete The customer will then recetve an e mail notification regarding completion of the task as well as another e mail listing all the accounts in CSV format including the values Batch Control Number a sequential index PIN account ID Web login by default identical to the account ID and Password web password E MA Account Generator for Retail Customer EasyCall Ltd E semere e ase roe Number of accounts 1000 z Product USD CT Product Blocked id Opening Balance 10 Account Info Additional Info
44. com Digest Nonce 4Ze6c9celeDbZelDcaODicf931Za40309blba9Sfcaz Digest URI Digest Method Digest Algorithm Digest Response Service Type Cisco AVPair sip demo portaone com REGISTER MDS c94b02480755Z81bc33cf70lObS7IbLZe Sip Session call id 23790603640192 168 0 138 00 00 14 23790603648192 168 0 138 ser AAA request accepted processing response h3Z3 billing model Cisco AVPair Cisco AVPair h3Z3 return code h3Z3 currency h3Z3 preferred lang n3Z3 billing model 0 h323 ivr in Tariff Apollo SIP nh3Z3 ivr in available funds 9996007 08 hnh3Z23 return code 0 h323 currency USD nh3Z3 preferred lang en O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 33 PORTA H Billing100 Help Desk Log with call diagram B 200 I P INVITE B 200 I 100 trying gt B Z gt Ba 20 Ba ZO0 T 180 Ringing gt Aa 102 I 180 Ringing l lt Aa l1027 I 180 Ringing gt Ba Z00 I 200 OK l gt Ba 200 I 200 OK I lt Ba 200 38 ACE fa rtpproxy pre filling callee s address with 70 68 128 186 16458 I lt Aa 102 1 200 OK I lt Aa 102 1 200 OK I lt Ba Z00 A ACK gt a 102 2 ACK gt l G gt Aa 102 A ACK gt gt Aa 103 B BYE gt l gt Aa 103 B BYE lt Aa 103 B 200 OK lt Aa 103 B 200 OK a rtvuproxv RTP stats 78 in from callee 7
45. crs G Accounts Logout ER Log Customer Name EasyCall Ltd I Opening Balance 0 00000 USD Blocked Fj Balance 10 00000 USD Type Retail Address Info Maintenance Additional Info Payment Info User Interface Periodic Payments Call Features Abbreviated Dialing Subscriptions notepad Charge Credit Card When The Billing Period Is Closed Customer class default gt Effective Now v Amount Balance Threshold From To Number of Edit Accepted USD Frequency USD YYYY MM DD YYYY MM DD Trenafers Frozen Discontinued Delete 2006 05 20 100 00 Balance Drivelw 200 2006 05 20 2007 01 01 NotApplicable F x Field Description Specify a fixed amount to be paid or click the Pay Balance icon not available when the frequency is balance driven to pay the current balance with a certain periodicity 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 07 PORTA Billing100 Adjusting Billing Parameters 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 Call Features Using this tab the administrator can activate deactivate various call features and set up dialing rules such as an international p
46. different sets of prices one for peak and one for off peak time A call is always billed using one rate or another this also applies to calls which start in the off peak period and end in the peak 2000 2007 PortaOne Inc All rights Reserved www portaone com 70 PORTA Billing100 Adjusting Billing Parameters period or vice versa i e there is no proration See above regarding how you to define whether the peak or off peak rate should be used in this situation By default everything is considered peak time Off peak periods are defined using a powerful and flexible Time Period module The Off Peak Period Wizard is also available to help you construct a period definition in an easy manner 0 N 00 Connect Free 1 2 3 4 5 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 Amount Charged Connect Fee First Interval Price First 60 8 Next Interval Price N 60 1 Post Call Surcharge 100 Parameters
47. easily manage thousands of user IP phones remotely i 4 IP Phone Inventory Add amp Close P Logout B Log gt E add close ff ot Bo War Ports Hame Type Profile Managed By MAC Address Description seg Inventory ID Delete ree total SPA 2000 117 Sipura 2000 Sipura 2000 Administrator only 0 50 56 C0 0 8 1 2 1 lt 2000 2007 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing 100 Networking HA Add IP Phone gt E seve il sovencese ae nt tes Name My SPA 941 Description my office Linksys SPA 941 Managed by Administrator only Y Type Linksys SPA 941 v 7 General Info Profile SPA 941 MAC Address 00 0E 08 DB F8 CE Ports Total 2 Free 2 ASCII Key doobi3g Inventory ID KZ Linksys IP phone name Description Short description Managed by Administrator only default means that this IP device will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this IP device for use by a particular reseller Sipura etc Select one of the defined IP phone profiles MAC Address MAC Address of the IP phone Ports Number of the IP phone ports phone lines ASCII Key The key which is used to encrypt the configuration information Inventory ID An ID which allows you to identify this
48. for each type of document i e for both information upload and download Documents in print format i e invoices can only be downloaded from the system After selecting Type and Media the list will be populated with the default template always at the top of the list all existing templates with the current Type and Media formats will be listed under the separator Managed By default administrator only The template can be By only for assigned to a reseller so that it is visible in the list of Type available invoices on the Customer Self Provisioning web Invoice interface To enter editing mode for this template save your input using the Save amp Close button Next select the template you would like to edit from the Templates window Edit Template H Edit Template gt ba save Sevetelose close 4 obees togene Bios Name Default csv ie Media CSV CSV Type Tariff Upload Timezone Auto CSV Delimiter comma v CSV Text qualifier double quotes Y 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 components For example the Invoice Template s components are Media Header Fields and Footer
49. if Call starts during the off peak period Callfinishes during the off peak period G Call starts and finishes during the of peak period Cancel Skip The Off Peak Period wizard provides users with a flexible tool for defining the off peak period of any tariff On a sequence of screens the user may select a time interval day of the week day of the month and month multiple select is allowed The following example illustrates the process of creating an off peak period that starts at 6pm every day and lasts until 6am the next morning Another off peak interval is on weekends We will also include some holidays i e January 1st and December 24 26 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 6 00am and the bottom one contains this same information in a format that can be parsed by PortaBilling hr 6pm 5am This sets up the first period in order to continue skip the following screens by pressing the Skip or Next button until the Period definition completed message is displayed then press the Add button to add another definition to this period The wizard now returns to the first screen NOTE Time Period treats all formula elements as inclusive Thus in the example
50. levels of technical assistance PortaOne s Customer Support Service e mail support portaone com can supply quick answers to specific inquiries regarding product features and technical questions You can visit our website http www portaone com for more information Hardware and Software Requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS A Web Browser Internet Explorer 6 0 FireFox 2 0 with JavaScript and cookies 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 2000 2007 PortaOne Inc All rights Reserved www portaone com 5 PORTA Billing 100 Introduction Introduction 2000 2007 PortaOne Inc All rights Reserved www portaone com G PORTA Billing 100 Introduction PortaBilling s front end design and functionality are simple and intuitive The web interface of the PortaBilling home page is the main point of entry to all system objects and tools Divided into five functional blocks the icons below link to pages containing tools for system management VoIP networking billing customer help and generating statistics Each second level pa
51. menu Choose a tariff from the drop down list Click the lal Save button To edit the Accessibility list 1 PA 3 4 Click the LE Edit button Choose the service type node info digits and tariff from the drop down lists Type in the Access Code value if any Click the lel Save button Subscriptions This tab allows you to define a list of subscription plans which are mandatory for this product so that these subscriptions will be automatically applied to every account to which this product will be assigned 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing100 Adjusting Billing Parameters G 4 Edit SmartCall Prepaid Product HET Gl save amp Chose pateto fm togout Log Product Name Smartcall Prepaid Currency USD Managed By Administrator only General Info Maintenance Fee Online Signup Accessibility Subscriptions Notepad Edit Subscription Delete al SmartCall subscription vi x Traveller s Plus x NOTE The Subscriptions tab is invisible in Add New mode and will appear only when editing an existing product To add a new Subscription entry 1 click the amp Add button 2 choose a subscription plan from the drop down lists 3 click the l Save button Online Signup Online signup allows automated creation of accounts and customers if necessary when an end user fills in a subscription form and payment
52. 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 O O Applications ISO 3166 1 codes are used in many applications in all branches of industry trade and statistics worldwide One example of their use are the code elements from ISO 4217 codes for currencies and funds which are based on the ISO 3166 1 Alpha 2 Code e g USD for US Dollars where US comes from ISO 3166 1 ISO 3166 2 Country Subdivision Codes ISO 3166 2 Country Subdivision Codes establishes a code for the names of principal administrative subdivisions within countries coded in ISO 3166 1 ISO 3166 2 was published on December 15 1998 The code elements used consist of the Alpha 2 code element from ISO 3166 1 followed by a separator and a further string of up to three alphanumeric characters The names of the subdivisions are given in more than one language if the country has more than
53. one official language and if the alternative language versions were available to ISO In Uzbekistan for example there are two official languages Uzbek uz and Russian ru so the subdivision names are also listed in these two languages The Romanization systems used to convert the country subdivision list from non Roman to Roman script e g from Cyrillic in the case of Uzbekistan are also given The abbreviations and language codes ISO 639 used in 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 5 PORTA Billing100 System Management the header preceding the subdivision list for each country are explained in annexes to the standard Destination Group Sets Very often a logical destination e g Czech Republic Mobile will consist of multiple prefixes 420601 420602 420604 420732 and so on It would be quite inconvenient to repeat the same create a new rate operation for every individual prefix since all of the price parameters are the same Thus you could create a destination group CZ Mobile and then perform create a new rate only once with the rates for all of the prefixes being created automatically However since different carriers might include different prefixes in the Czech Republic Mobile category we need to be able to maintain different sets of destination groups Creating a New Destination Group Set To add a new destination group set click the J Add button T
54. or providing information on call records costing and revenue RI et eb et h o 0 p et h o O r9 2000 2007 PortaOne Inc All rights Reserved www portaone com 7 PORTA Billing100 Introduction PortaBilling Security PortaBilling100 is compliant with Visa Security Standards User Interface Oo Inactivity logout o Unconditional logout User Passwords o The minimum password length is six 6 characters In the case of long passwords only a certain number of the leading characters will actually be used however at least eight 8 characters o Passwords include both alphabetical and numerical components Passwords are stored under irreversible encryption O Itis required that the current password be used before allowing a new passwotd to become effective o The user s last four 4 passwords cannot be re used see the note above about long passwords new passwords must differ in at least one of their first 8 characters Oo Itis prohibited to change a password within one 1 day of the previous change o The initial password must be changed on the first login o Passwords must be changed at least once every 30 days o Use dictionary checking to restrict password selection O Credit Card information O Credit card information is displayed as 1234xxxxxxx567 O Credit card information is stored using the same encryption as for the Payment System password 2000 2007 PortaOne Inc All rights Re
55. requested OnNat this node is not capable of NAT traversal engage RTP proxy if the other party is behind the NAT Always when sending a call to this node always engage RTP proxy so that no direct media stream goes to it VoIP User Defines which parameters e g ANI IP DNIS etc Name should be used to identify which account the call should be billed to This applies to calls that arrived to this node from the IP network values taken from the answet VoIP call leg Note that this parameter is only applicable to Quintum gateways Telephony Defines which parameters e g ANI port ID DNIS User Name etc should be used to identify which account the call should be billed to This applies to calls that arrived to this node from PSTN values taken from the answer Telephony call leg 2000 2007 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing 100 Networking Note that this parameter is only applicable to Quintum records to the Radius server Radius Key This input will be available only if the node has been designated as a Radius client This is the authentication key for all Radius interactions An easy to remember passwotd may be generated automatically by selecting the Auto button Radius More than one interface can be present on the node Source IP specify the IP address of the one that communicates with the Radius server Route Categories This screen allows you to define new categ
56. root Replication problems Select a user from the User drop down list to view which mailing lists a particular user is subscribed to Select a mailing list from the Subject drop down list to view all users subscribed to a particular mailing list Representatives You may need to track income associated with people with whom you have a business relationship These people may sometimes be employees while in other cases they are dealers partners at a law firm or independent contractors NOTE Representatives do not participate in billing or revenue sharing They are listed for information purposes only as required when PortaBilling is integrated into back office CRM for calculating commissions and the like Each sales representative is assigned initials Their names and initials appear on sales forms allowing you to associate specific sales reps with specific sales in order to track their income E A Add Representative fil Save fel Saveaclose close o Ole Representative Peter Smith Currency USD US Dollar Initials PS rd Is Inactive Managed By Administrator only vi Address info Additional info User Interface Categorizing and Defaults Tax ID lt 2000 2007 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing100 System Management E 4 Representative Management gt ada close toget Blog Managed By Search
57. the global value for this IP Centrex Set CLI to For outgoing calls always override the CLI AND value Account ID supplied by the IP phone with the username value used for authorization This is done to prevent service abuse via CLI ANI number spoofing Set CLI to For outgoing calls in the IP Centrex environment off Centrex net destinations set the CLI AND number to the specified value This is typically done so that calls between extensions within the IP Centrex environment IP phones of this customer will carry the caller s original CLI while calls to PSTN numbers will display a reception switchboard number as the CLI Remove CLI ANI information for outgoing calls Voice VPN For incoming calls from phones within the IP Centrex Distinctive environment use a ring pattern different from the default Ring one Intercept all incoming and outgoing calls of this customer Intercept for law enforcement purposes Activate emergency services for this account Music On Defines the music on hold to be used with the account Hold Choose None to disable this feature or select the default setting for the account s customer To upload your own music select a file on your local file system using the Browse button To rename the music enter the desired name in the Music Name field otherwise the local file name will be used The uploaded music will replace the previous entry in the list and is usually enabled within 1
58. the scheme or no scheme has been defined at all The current value of the account s counter associated with this destination group The amount remaining before the threshold value The value of the discount currently applied to the account The value of the next level discount Click the information icon for a textual representation of the discount scheme Subscriptions Tab Displays the subscription plans currently applied to this account Subsctiptions are divided into three groups e Pending Subscriptions displays subscriptions which are not active yet i e they will be activated sometime in the future e Active Subscriptions displays currently activated and billed subscription plans e Closed Subscriptions displays subscriptions which have already been closed Subscription list Discount Rate Activation Date Billed To Choose one of the available subscription plans from the Enter a discount rate for this subscription If you leave this field empty it means that the discount rate defined in the customer information should be applied If you enter any value it will override the customer discount rate 0 means no discount i e the rate defined in the subscription plan is applied Enter the desired subscription activation date immediately or sometime in the future Read only Displays the date when the subscription was activated Enter the date when this subscription should be automatically
59. when receiving payment from the account ownet Manual payment will allow the account to make more calls Promotional Credit Credits the account balance Use this when you are giving the account owner a credit toward future service due to a sales promotion 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 xDR browser An internal comment on this transaction not visible in the xDR browser and accessible only from the database directly Subscriber Tab 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 7 PORTA Billing 100 Adjusting Billing Parameters The Subscriber tab provides most of the commonly required contact information for the account s owner IP Phone IP Phone Port E commerce Enabled Discount Plan Activation Date Expiration Date Issue Date First Usage Last Usage Last Recharge Access Level Time Zone Web Interface Language Additional Info Tab Indicates the IP phone and associated port assigned to the account Default not set Allows the account s owner to make online payments or set up periodic payments on the account selt care page Note Configuring the account to enable online payments both manual and periodic is done in exactly the same way as for customers First you should set up a suitable payment system Assign a discount
60. which will later be employed to create price lists Tariffs For convenience destinations are grouped in alphabetical order by country Destinations may be edited and if a destination is not being used in any tariff it will also have a Delete button Of course it is not necessary to include every 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 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 PortaBilling is supplied with a file containing a basic set of destinations It covers all countries of the world and some of the major destinations in each country linking prefix information to o country if applicable o subdivision if applicable o description Of course you can edit the supplied destinations list according to your needs Also you can always add more destinations later if needed Add Edit Destinations Online To add new destinations click the 4 Add button The Save New icon will appear on the Destinations form Enter the prefix and choose a country from the drop down list After selecting the countr
61. 0 Statistics E 4 Connection Load gt cose i tego Vendor PSTH from Vendor VolP from Vendor PSTN to Vendor VolP to Vendor Airtel termination Softswitch fro Airtel Cirus lt HA Connection Load Pe 8 dose ff i togout O Airtel Softswitch fro Airtel Cirus Fri Oct 6 05 35 20 2006 a QQ up Fri Oct 6 21 42 00 2006 4 uw u O K rd 100 06 00 08 00 10 00 12 00 14 00 E Load W Setup Time W ASR Load Threshold 5 Defined in terms of connection threshold the connection utilization graph shows the saturation of your connections as well as the setup time and ASR ASR The Vendor ASR reports screen gives the user easy access to downloads of all ASR reports that have been defined for a vendor Reports for the desired vendor may be found by selecting the vendor from a list on the left side of the screen or by entering the vendor s name in the search field and clicking the Search button The wildcard symbol may also be used for the search Download Options The default report download format is CSV Check the box next to the ZIP 3 icon to download zipped CSV files O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 40 PORTA Billing 100 Statistics Ha Vendor ASR reports gt 18 case Bi Customer oe as Airtel Alex Asia Telecom AT amp T At amp T test Download Options ca Nov 2005 Mo Tu We Thr Sa
62. 0 minutes Preferred The language the user prefers when interacting with an IVR IVR application Language Associated Specifies the number to be sent back to the IVR in an Number 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 Forward Assigns a call forwarding mode to this account Mode e No Forwarding Disables call forwarding entirely e Follow me Enables standard follow me forwarding e Advanced Forwarding Activates advanced call forwarding mode e Forward to SIP URI Replaces the Follow me tab with a simplified Forward tab where you can 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 g PORTA Billing 100 Maximum Forwards UM Enabled Timeout sec Adjusting Billing Parameters enter a forwarding destination as a CLD IP e Forward to CLD A simplified type of forwarding where you specify a single phone number to which calls will be sent When you select follow me or advanced call forwarding you must also provide a value for the Maximum Forwards parameter so as to limit the number of concutrently active forwarding destinations allowed Please note that you do not have to limit the total number of phone numbers entered but rather the number of phone numbers active at
63. 06 10 16 58 2006 10 06 10 16 58 2006 10 06 10 16 58 gt ACCOUNTS Account CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason 100004 43788663571 16046043539 CANADA British Columbia 0 10 2 48 0 28000 1x6x0 1 27x6x0 1 ME gt RESELLERS Customer CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason Callshop 15 43788663571 16046043539 North America 0 10 3 00 0 16000 1x60x0 05 2x60x0 05 Mmaa gt VYENDORS Co Vendor CLIKani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount History Disconnect Reason SuperNet 43788663571 16046043539 North America 0 10 2 46 0 02767 USD 1x1x0 01 165x1x0 01 ee Gi 4 Connection gt close 4 Objects i togout H323 conf id Vendor SuperNet Type VoIP to Vendor Remote IP 210 56 78 1 Translation Rule Tariff c SuperNet Description superNet View Billing Engine Logs The Log Viewer page allows the raw billing log of a selected call to be viewed using the H323 Conf ID or in the call detail screen above just click the View log button in the toolbar 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 30 PORTA H Billing100 Help Desk li A BE Log Viewer 8 doef ogo Trace a call Show call attempts H323 ConfID For last sELECT wa Use carefully for large interval Search lo
64. 18 1920 3528293031 m E H Jan 2006 Mo Tu We ThEr a Su 52 1 IRE e S G m E 2 9101112131415 31617 18 19202122 42324252627 2829 53031 May 2006 Mo Tu We Th Fr Sa Su BRER BEGIR 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 i rq EE 36 14 05 16 17 8 19 10 Feb 2006 Mo Tu We ThFr Sa Su 5 RER 6 6 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tu We Th Fr Sa Su 22 23 5 6 Z 8 91011 2412 13 1415161718 Oct 2006 Mo Tu We ThEr Sa Su 39 1 40 ERE Be ES 41 9101112131415 42 16 17 18 19202122 43 23 24 25 26 27 28 29 443031 J K Description Calls Illinois California Texas New York Illinois Illinois New Jersey Massachusetts Kentucky Connecticut South Carolina Arkansas New Jersey Gross margin USD 0 02236 1 65841 0 21031 0 20831 0 8041 0 4879 0 10215 0 05207 0 15623 0 02002 0 38057 2 38757 0 04407 Rated sec Rated min 47 m 4 gt nh Sample The Custom Reports section allows you to manage and execute custom Custom Reports report queries i 4 Fe E a cove mma ogee tes Name Custom Reports Search ANY v Type Description Total Cost USD 0 01430 1 10124 0 13965 0 13832 0 17030 0 31200 0 06783 0 03458 0 10374 0 01330 0 25270 1 58536 0 02926 Run Delete First Dial MP countries MostPopular Countries Most Popular countries for First Dial gt Total Revenue USD 0 03666 2 7596
65. 2007 PortaOne Inc All rights Reserved www portaone com 57 PORTA Billing 100 System Management E e User Management gt Baa aose toget tog Login Access Level E mail Description Status Delete demo root Screenshots kzhilenko portaone com User for screenshots taking helpdesk Helpdesk helpdesk portaone com Helpdesk staff keeper Bookkeeper keeper portaone com kzhilenko Root konstantin zhilenko portaone com Konstantin Zhilenko pb root Root monitor portaone com ROOT created on installation please change the password Login The username for login and user identification The username provides a link to the edit screen for that particular user Access Level The privilege level or role assigned to the user See the Access Levels section for more information E mail An e mail contact for the user For convenience this is provided as a link so you can send an e mail to the user directly from this screen Delete A delete button appears next to all users except for the Root user created on installation This permanently deletes the user from the system Add dit User The Add User screen allows you to enter details to create a new user account The Edit User screen allows you to change details for a particular user account Address Info 4 Edit User demoroot gt fel Save fl Save amp Close Objects rtogout tog Address Info User Interface Life Cycle MailingList Notepad Company N
66. 2345678 4 9101112131415 42 16 17 1819202122 43 23 24 25 26 27 28 29 443031 PORTA Billing 100 Statistics Unresolved xDR Reports The Unresolved calls reports screen is accessible from the Vendor xDR It allows users to easily download all available reports for calls which were not identified as crossing any connection to a vendor The report periodicity can be set up on the Company Info screen gt Report Info Tab gt Reconciliation Period Me sl GY 4 Unresolved calls reports e gefa ens i toga Download Options ca Noy 2005 Mo Tue ThFr Sa Su 4 123456 4 7 8 910111213 46 14 15 16 17 18 1920 47 21222324252627 48282930 Mar 2006 Mo Tu We ThFr Sa Su 9 10 6 7 8 9101112 111314151617 18 19 1220212223 24 25 26 1327 28293031 Jul 2006 Mo Tu We Thr a Su 26 iL 2 27 34567809 2810111213141516 2917181920212223 30 24 25 26 27 282930 3131 Dec 2005 Mo Tu We ThFr a Su 48 1234 4 5678 91011 5012131415161718 5119202122232425 52262728293031 Apr 2006 Mo Tu We ThFr Sa Su 13 1 E2 14 i3 4 5 led 5 I6 1510111213141516 16 17 181920212223 17 24 25 26 27 282930 gt Aug 2006 Mo Tu We ThFr Sa Su 31 ol ES VE MG 32 7 8 910111213 3314 151617181920 3421 22 2324 25 2627 35 28293031 Jan 2006 Mo Tulle ThFr Sa Su 52 1 IRB bei 2 9101112131415 31617 1819202122 423 24 25 26 27 2829 53031 May 2006 Mo Tu We ThFr Sa Su 13 El E S EEER 19 8 91011121314 20 15
67. 4 25 04 2006 10 09 14 24 22 Completion Time 2006 10 09 14 49 01 2006 10 09 14 48 01 2006 10 09 14 46 01 2006 10 09 14 42 49 2006 10 09 14 25 04 2006 10 09 14 24 22 i a 2006 10 09 14 24 03 2006 10 09 14 24 03 Report Most Popular Countries 2006 10 09 14 49 01 gt cose E bomme R Report Type Currency UAH Timezone UTC Input Values Description This report displays ten the most popular countries in which calls were made for specified customer in the specified time limit From To Customer AN nn An AQ i i This report chooses the customer s or account s CDRs and sums ee MENS EME AUENA EE EENEN CDR charged_amount CDR charged_time and simultaneously counts the quantity of calls for each separate country The result list is sorted in accordance with sorting method on Output Formats Tab Input Parameters Customer From date To date Output Fields Country Calls Minutes Cost Default ordering descent by Country Calls Minutes 7952916 11524 58 39320 07 1179 61 38936 36 9734 03 Country Cost UKRAINE 13636 UNITED STATES 6797 CZECHREPUBLIC 6754 Vendor xDR Reports The Vendor reports screen allows users to easily download all reports that have been defined for a vendor Reports for the desired vendor may be found by selecting the vendor from the list on the left side of the screen ot by entering the vendor s name in the search field and clicking the Search b
68. 4 MI S5 User Defined E Date amp kime YYYY MM DD HH24 MI S User Defined E Input Fdfmat G 4 Editar Usuario demoroot Direcci n Interfaz del Usuario Ciclo de Yida Mailing Lista Block de Notas Login demoroot 5 Zona Horario America Vancouver Contrasefia Hee ae ae ae ote te ake Web Interface Language es Spanish Nivel de Acceso Root Formato de Salida Fecha yyvr MM DD 2003 12 31 Hora HH24 MI S5 Usuario Definido Fecha amp Hora YYvY MM DD HH24 MI 58 Usuario Definido Formato de Entrada Fecha orvy MM DD 2003 12 31 Hora HH24 MI SS Usuario Definido Date amp Time Format PortaBilling allows users to define both the input and output formats for date and time Output Format Date ob mm rvrr 31 17 2003 r Time HH24 m1 55 user De fined Date amp Time fob mm rvrr HHa4 M1 55 user Defined v Input Format Date ob mm rvrr 31 17 2003 r Time HH24 m1 55 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 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 9 PORTA Billing 100 Introduction uset s request will contai
69. 49 567 8 91011 50121314151617 18 5119202122232425 522627 28293031 Apr 2006 Mo Tu We ThFr Sa Su 13 il ie 43456789 1510111213141516 16 17 18 1920212223 17 24 25 26 27 282930 Aug 2006 Mo Tue ThEr Sa Su lt a ME EE EN 32 7 8 910111213 33141516 17 181920 3421222324252627 3528293031 2000 2007 PortaOne Inc All rights Reserved www portaone com Jan 2006 Mo Tu We ThFr Sa Su 52 1 12345678 2 9101112131415 316171819202122 42324 25 26 27 2829 3031 May 2006 Mo Tu We Thr SaSu 18 El E G A Bite 19 8 91011121314 20 1516 17 18 192021 2122232425262728 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 123 3 4 56 7 8 910 37111213 14 15 16 17 38 18 19 20212223 24 39252627 28 29 30 Feb 2006 Mo Tu We ThFr Sa Su 5 12345 66 7 8 9101112 713141516171819 820212223242526 92728 Jun 2006 Mo Tu We Ther a Su 22 1234 23 56 7 8 91011 2412131415161718 25 1920 21 22232425 26 26 27 282930 Oct 2006 Mo Tu We ThFr Sa Su 39 1 40 52 Fs BS 16 18 18 M 9101112131415 42 16 17 1819202122 43 23 24 25 26 27 2829 443031 149 PORTA Billing100 Statistics 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 BES Invoices gt 8 cose i togourt O Search for invoices entering invoice No OR selecting C
70. 5 0 34996 0 34663 0 97440 0 79990 0 16998 0 05665 0 25997 0 03332 0 63327 3 97293 0 07333 On the initial Custom Reports screen you can view already existing reports To execute one of them and see the result immediately click the Run icon for a particular report Click the Run Queue button in the toolbar to see information about scheduled report execution Mes ww Query Hame First Dial MP countries First Dial MP countries First Dial MP countries First Dial MP countries Custom Report Queue Peel men XI tos Start Time YYYY MM DD HH24 MI SS 2006 10 01 00 00 00 2006 10 09 13 00 00 2006 10 09 14 48 00 2006 10 17 00 00 00 O 2000 2007 PortaOne Inc All rights Reserved www portaone com Periodic Monthly Last Run 2006 10 09 14 47 02 2006 10 09 13 00 03 2006 10 09 14 48 01 2006 10 09 14 46 01 Status Suspend a v i lt II 143 PORTA Billing100 Statistics Click 4 Add to create a new report by choosing the type of report one of the pre defined types and whether this report should be created as a clone of some existing report inheriting all parameters defined in that report or just as a blank copy Press l Save to proceed in defining the repott Hi Add Query EE cep a taco Type Most Popular Destinations W As copy of DEFAULT QUERY vi Description This report displays ten the most popular destinations in which
71. 59 17 Hryvnia 1 UaH 0 19840 Yahoo com 2006 10 05 04 59 19 US Dollar 1 USD 1 00000 Yahoo com 2006 10 05 04 59 19 Click the Edit icon to modify the given exchange rate Select l Save or click the lel Save icon in the Edit field to make your changes take effect Name The currency unit name for example Canadian Dollar Exchange Currency exchange rate Defines the number of units of Rate the base currency equal to one unit of the foreign currency For example with British Pounds as the foreign currency and U S Dollars as the base currency the base currency units would be 1 5326 and the value of this column would be 1 GBP 1 5326 as defined on the Currency page exchange rates supersede older ones To add a new exchange rate click the l 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 2000 2007 PortaOne Inc All rights Reserved www portaone com 6 4 PORTA H Billing100 Adjusting Billing Parameters Tariffs This will copy the content of the current row into the table header The soutce will be changed to Manual Enter the new exchange rate then select either m Save Edit lal Save or l Save amp Close to save changes A tariff is a collection of individual rates a rate being a per destination price Each tariff has its own set of rates
72. 9 in from caller rtpproxy session om ports 35132 35134 is cleamed up lt Ba 2Z01 B BYE I lt Ba Z01 B BYE G lz Re 7018 BYR 17 May 14 10 17 GLOBAL ser RECEIVED message from 70 68 128 186 34714 INVITE sip 400 216 231 44 34 SIP Z 0 Via SIP Z 0 UDP 192 168 0 53 5061 branch z9hG4bK 4a8856d4 From autoproy 401 lt sip 12060000401 216 231 44 34 gt tag 13d16dZ295842930col To sip 400 216 231 44 34 gt Call ID Z2le0c9Z2d 42c946d8 192 168 0 53 CSeq 101 INVITE Max Forwards 70 Contact autoprov 401 sip 12060000401 192 168 0 53 5061 gt Expires 240 User Agent Linksys PAPZ 3 1 7 LSd Content Length 428 Allow ACK BYE CANCEL INFO INVITE NOTIFY OPTIONS REFER SIP Environment The PortaSIP node virtual SIP instance whose log files will be processed Call ID The SIP Call ID typical format is XXXXX some domain or XXXX AIP Another Call ID The Call ID used to trace callback calls when one logical call consists of several independent SIP calls Search log file for The day when the call was made Include log file for the This option extends the search by adding previous day in the the previous day search Output format Raw text log or with diagram Show call attempts for Displays all call attempts on this node so last that you can find the call id for a call and use it to obtain log information Account Info The Account Info page is provided for Help Desk staff responsible for answering qu
73. ACL1 denies read access to Accounts password and ACL2 grants it In such a case the first available definition will be used Thus in the example above access will be denied according to ACL1 which is first in the list of included access levels In addition to these a component has several other aspects When editing a component you will first see a screen as in the following screenshot 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA Billing100 System Management E 4 Edit Access Level Name admin Access _ i E Type Component sa Subsystem PB100 pg100 Hidden Component Group ACL prototypes ach prototypes Components Object attribute permissions Notepad Available Included ACL prototypes Company info read only Advanced Reseller 2 Currencies read only Bookkeeper Destinations read only Bookkeeper access Nodes read only Helpdesk Products full access Helpdesk access Repots full access No access Representatives full access Representative Tariffs full access Representative access Trace a call Reseller Vendors full access Reseller access Customers full access Retail Accounts full access Retail customer access Read SIP location Root Templates full access Senior Exchange rates full access Senior CC Staff access Connections full access Vendor Modify a vendor account Vendor access Modify accessibility of a produc Acc
74. Address 192 168 0 3 Fi RTP Proxying Direct v Hostname myhost VolP User Name User Hame vi Domain mydomain com Telephony User Name Calling Station Id Auth Transl Rule RADIUS Client RADIUS Key peb7ladt RADIUS Source IP 192 168 0 3 RADIUS Dictionary Quintum In order to register a new node in PortaBilling or edit an existing one the following information must be provided Node Name The logical name of the node for use within PortaBilling Node ID Node identifier used by the terminating node within your network of trusted nodes in order to identify the originating gateway which is attempting to send a call Enter the ID used for this node The default behavior is to authenticate a node by its IP address however this may be changed if you use your own custom application to handle incoming VoIP calls This field is available only if Node ID is enabled in advanced features If you are not sure what value to choose enter the same value as in the NAS IP Addtess The H 323 ID which the gateway is configured to use A correct H 323 ID is important if you use node authentication normally via GK and proxy GK billing Even if you do not use GK proxy billing make sure the value you enter here matches the hostname parameter configured on the gateway since that value is returned from this node in the n323 gw id attribute and the ability to match these values with data in billing significantly sim
75. M N SUBTOTAL 61 AUSTRALIA 611 AUSTRALIA 6129 AUSTRALIA Proper Mobile sydney SUBTOTAL 43 AUSTRIA 431 AUSTRIA 43650 AUSTRIA Proper Vienna Mobile A Destination ICountry Description Calls Billable Calls ASR Duration min sec ALOC 247 Ascension Island 2 0 Not Matched Unable to match in tar 255 0 3921568627 45098 SUBTOTAL 257 0 389105058365759 v Q Om O e aH yO ON amp Nm hj SUBTOTAL 6 30 7692307692308 m o4 H Sample gt Custom Query The Custom Query utility which can be accessed by clicking the Custom Query 4 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 specified as 44 in the destination field A date and time range for the search must be specified To initiate the query click the Show results button 2000 2007 PortaOne Inc All rights Reserved www portaone com 141 PORTA Billing 100 Statistics Gi 4 Custom Query Te aese 3 KE Vendor Airtel Customer ALL Destination 3 18 From 2006 10 05 YYYY MM DD 00 00 00 HH24 MI 55 E To 2006 10 06 VYY
76. Manual Refund Credit decrease the customer s credit balance in PortaBilling100 for instance if the customer files a complaint and you agree to give him credit toward future service use This means the balance will be changed so that the customer is able to make more calls E Commerce Charge Transfers a given amount from a customer s e commerce account to a company merchant account and issues credit toward the customer s balance in PortaBilling100 E Commerce Refund Transfers a given amount from a company merchant account to a customers e commerce account for instance if a customer files a complaint and you agree to a refund Authorization Only Verifies whether the customet s e commerce account is valid and reserves a given amount This will return a transaction ID which may be used later in a capture payment transaction This transaction will not affect the customer s balance in PortaBilline100 nor the customer s e commerce 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
77. On o Extend By Defines how the call duration for this interval should be changed increase in percentage a 0 value means that the call duration should not change 2000 2007 PortaOne Inc All rights Reserved www portaone com 15 PORTA H Billing 100 Adjusting Billing Parameters 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 are 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 J 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 arer 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 to calculate the call s cost given its duration or to see how long a call ought to last given its cost i 4 Edit Mera Systems Tariff gt tel save i Save Close amp Close Download I Upload Rates test WD Logout EA Log Name Mera Systems Currency USD Type Routing General Info Web Uplo
78. PORTA Billing100 System Management The field Allow Deny defines whether this permission has been granted or withheld You should never have to provide fine grain permission information yourself as all possible permissions are already encapsulated in the components of your PortaBilling100 installation For this reason we will not discuss the Object and Attribute fields further in this section However it may be useful to know that wildcards can be used in these 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 WebForms Attribute As may be guessed the in the attribute field means all attributes NOTE Should you find it necessary to modify these basic components or create new ones please contact PortaOne Support We can provide you with a list of Object and Attribute resources or otherwise assist you In maintaining ACLs Components and User ACLS Components will be made up of zero or more permissions and can include other components as dependencies If access level ACLX includes access levels ACL1 ACL2 and ACL3 or in other words is derived from ACL1 ACL2 and ACL3 then ACLX will contain all the permissions defined in ACL1 ACL2 and ACL3 along with all of the access levels they in turn are derived from What happens if there is a contradiction for example if
79. PORTA ONE Porta Billing100 Web Reference Maintenance Release 15 www portaone com PORTA Billing100 PortaBilling100 Web Reference Copyright Notice amp Disclaimers Copyright 2000 2007 PortaOne Inc All rights reserved PortaBilling100 Web Reference June 2007 Maintenance Release 15 V1 15 3 Please address your comments and suggestions to Sales Department PortaOne Inc Suite 4400 2963 Glen Dtive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of the guide The software described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms thereof It is against the law to copy the software on any other medium except as specifically provided in the license agreement The licensee may make one copy of the software for backup purposes No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopied recorded or otherwise without the prior written permission of 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 A
80. Reseller Subcustomer Management r madj odse gout Log Type Representative Advanced John Reseller m any lv search CDRs Name Accounts Currency Type Credit limit Balance E mail Status Delete O mar Distributor USD Retail 0 00000 x Account Management An account is a user of a product such as prepaid cards voucher based cards or credit calling plans Each account in PortaBilling is associated with a customer The Account Management screen accessible from the Customer interface by clicking the Accounts E button shows you a query screen for listing existing accounts Account Listing Search Filter There may be a very large number of accounts in the system so it is advisable to limit your search using the filter functionality Account ID The primary identification for this account an 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 9 PORTA Li Billing 100 pane alphanumeric string Note the wildcard symbol may be used Logical name for a group of accounts Select from a list of all the customer s batches to enable the batch update Adjusting Billing Parameters Ctrl Enter control numbers and or number ranges separated by commas for example 1 3 8 12 SIP Status Batch Update Pane M E fs G Account ID z Accounts of Retail Customer CallShop2 CallShop2 Batch Callshop 2 Selected 6 Lifetime days C Opening Balance Blo
81. Su 234 5 6 45 7 8 910111213 46 14 15 16 17 18 1920 47 21222324252627 48282930 Mar 2006 Mo Tu We ThFr Sa Su 9 12345 10 6 7 8 9101112 1113141516 17 1819 1220212223242526 1327 28293031 Jul 2006 Mo Tu We Th Fr Sa Su 26 i 2 23456789 Dec 2005 Mo Tu We ThEr Sa Su 48 1234 49 567 8 91011 5012131415161718 5119202122232425 52262728293031 Apr 2006 Mo Tu We Thr Sa Su 13 12 143456789 1510111213141516 1617181920212223 1724252627 282930 Aug 2006 Mo Tu We Th Fr Sa Su 31 Jan 2006 Mo Tu We Thr Sa Su 52 1 12345678 2 9101112131415 316171819202122 42324252627 2829 53031 May 2006 Mo Tulle ThEr Sa Su 81234567 19 8 91011121314 2015161718192021 21222324 25 26 27 28 22293031 Sep 2006 Mo Tu We ThE 35 Feb 2006 Mo Tulle ThFr Sa Su 5 yep ye 6 6 7 8 9101112 713141516171819 8 20 21 22 23 24 25 26 927 28 Jun 2006 Mo Tu We ThFr Sa Su 22 1234 235678 91011 2412131415161718 2519202122232425 26 26 27 282930 Oct 2006 Mo Tu fe ThFr Sa Su 39 1 02345678 M 9101112131415 4216171819202122 43 23 24 25 26 27 2829 A B E G 0 0 0 0 75 3 42 8571428571429 3 10 3448275862069 3 10 3448275862069 2 28 57142857 14286 1 100 0 0 3 33 3333333333333 6 35 2941 176470568 1 12 05 2005 1 100 355 ALBANIA Proper SUBTOTAL 54 ARGENTINA 541 ARGENTINA 5411 ARGENTINA Proper Buenos Aires SUBTOTAL Agee on son 374 ARMENIA Proper
82. The batch update pane can be activated by selecting a batch in the filter at the top of the interface or by selecting the batch name from the list of customers accounts The basic functionality of this update pane allows 2000 2007 PortaOne Inc All rights Reserved www portaone com 113 PORTA H Billing100 Adjusting Billing Parameters users to specify which attributes of all accounts in the results set should be modified For example in order to increase the balance of all accounts by 10 USD users should o Check the box next to Refund Chatge to indicate that this is one of the updates that should occur o Enter 10 next to Refund Click the Update Batch button at the bottom and O Approve the changes when the confirmation dialog appears O When the page refreshes the changes will be reflected in the result listing NOTE If you perform a balance adjustment before an account IS used It will be regarded as a change to the opening balance and will not be reflected in the CDRs For example if you create a prepaid account worth 10 then realize you have actually sold it to the customer for 20 and so add the extra 10 to the card it will look to the customer as if the card originally had 20 on it Advanced Search In advanced search mode you can specify an unlimited number of search conditions and the system will fetch the relevant accounts Click on H Add a new search condition to add another condition i
83. UBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC Description Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Search name Prefix Destination Group Hame cz Mobile Prefixes Delete oe Lod Led oe Lee od oe oe Coel od Lod gt E ads ed saves el saver cose G close 8 downoad upload Logout E Log v Delete 420601 420602 420603 420604 420605 420606 42072 42073 42077 42093 42096 x 2000 2007 PortaOne Inc All rights Reserved www portaone com 48 PORTA E Billing100 3 Networking 2000 2007 PortaOne Inc All rights Reserved www portaone com Networking 49 PORTA Billing 100 Networking Nodes The Node Management screen enables registration removal and maintenance of the gateway list Nodes are gateways which provide accounting records to PortaBilling or exchange authentication authorization requests with it On this screen the user is provided with a list of all nodes currently registered The search form at the top of the screen allows filtration by any combination of H 323 ID IP address and or whether or not the node is a Radius client Providing any of this information and selecting Show Nodes will refresh the Node listing according to the new filtration criteria i 4 Node Manag
84. Y MM DD 00 00 00 HH24 ML 55 Split No split W Show results Vendor s Customer s 2006 10 05 00 00 00 2006 10 06 00 00 00 Airtel 13758 5859 65573 15 42 59 UA SN 4232 61 ALL 13758 5859 65573 15 42 59 11 11 9272 29 Interval Calls Billable Calls Duration min sec ASR ALOC min sec Cost Revenue USD The results table contains two rows one each for the customer and the vendor O O 00006 Calls Billable Calls Duration min sec ASR Average Success Rate ALOC Average Length of Call min sec Cost Revenue in the PortaBilling owner s currency A The Custom Query utility is a tool for monitoring various parameters of your current call flow It should not be used to obtain billing statistics for a particular vendor use the xDR statistics for the corresponding vendor and should never be used to obtain information such as total minutes for a particular customer Since this report operates with the vendor s xDR it will provide figures according to the vendor s time rounding not the customer s This can make a significant difference e g your vendor uses 1 second rounding while customers are billed on a per minute basis Cost Revenue The Cost Revenue reports screen allows users to easily download all Cost Revenue reports that have been generated in the system Reports are grouped by the following call types O O O O By customer and destination subtotal per country default By cus
85. a call that cost more misconfiguration than its available funds an unresolved call was detected unresolved calls may be normal when they are on net calls but in most cases they indicate connection misconfiguration and so on Merchant account error An error was received from the online payment processor while trying to execute a transaction Mismatch in The cost of a call could not be determined Destinations or Rates because no matching rate was found in the table specific tariff Missing critical biling A call could not be billed due to missing information Account information e g unable to identify the Tariff account which is to be charged for the call No currency exchange Unable to do cost revenue reconciliation for rate found some calls since no exchange rate is defined for the base currency and currency used for those calls No remote IP It seems that your gateway accepts all authentication on your incoming VoIP calls See the Remote IP gateway authentication section in Portabilling100 User Guide vol I for more details Not defined or empty The Called Station ID DNIS field is empty Called Station ID in the request so PortaBilling is unable to determine which number was dialed This might happen due to a firmware problem on Quintum Payment error Unable to perform periodic payment credit card is blocked or no funds are available Profit monitor event Sends an alert if the call cost amount c
86. ad amp Download E Off Peak Period startstop hr 1 3 TET Off Peak Description From 01 00 until 04 00 W Test Call Rating gt ase gt togoef yyYY MM DD HH24 MI SS Result of the testing Date and Time 5556 95 19 23 37 26 Formula Phone number 44625524678 Expanded Formula MIN 1 SEQ 1x1x0 1 amp 1XNx0 2 Simulate call charges based on the call duration Charged amount 1 99834 USD Simulate authorization based on the available funds Real charge history 1x1x0 1 599x1x0 2 Call duration 10 00 HH MI SS MESS or SS Test G A Test Call Rating gt dse BB togout YYYY MM DD HH24 MI SS Result of the testing Formula Phone number 44625524678 Expanded Formula MIN 1 SEQ 1x1x0 1 amp 1xNx0 2 simulate call charges based on the call duration Simulate authorization based on the available funds Announced credit time 50 min 0 sec 3000 sec Available funds 10 USD Real charge history 1x1x0 1 2999x1x0 2 Tash Announced charge history 1x1x0 1 2999x1x0 2 Real credit time 50 min 0 sec 3000 sec 2000 2007 PortaOne Inc All rights Reserved www portaone com 76 PORTA Billing100 Adjusting Billing Parameters 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 used to select a date The phone number to call Se ama oll cues Ava
87. ame PortaOne Contact Deelason Mrs Mr Phone First Name Dee l Fax Last Name Jason Alt Phone Address 123 Hard Drive Alt Contact E mail demoroot portaone com Description Doc and Demo root Province State CZ Postal Code 128 00 City Prague CountrwRegion Slovenia Mandatory fields for user contact information 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 g PORTA E Billing100 Description A short description of the user that will be visible on System Management the main User Management screen An e mail contact for this user User Interface M fl is G Address Info User Interface Life Cycle Mailing List Notepad Edit User demoroot gt Ted save save clos obees on Login demoroot Password kitaida oR OK F Access Level Root sj Output Format Date Time Date amp Time Time Zone Web Interface Language America Vancouver en English iy Y MM DC HH24 MI 55 VYYY MM DD HH24 MI ss 2003 12 31 User Defined User Defined Input Format Date Time rY MM DD 2003 12 31 HH24 MI Ss User Defined Password Access Leve Time Zone l The new user ID to
88. any a search J Initials Hame E mail Managed By Status Delete MK Mykola Kachan BestDeal Reseller x PS Peter Smith Administrator only x NOTE Once a new representative is created the Currency and Managed By properties cannot be changed Templates The purpose of templates is to maintain all data uploaded to and downloaded from the system Templates automate the processing of user input and create customized output in various data and media formats 5 A Read more about using the templates functionality in the PortaBilling Template Guide available for download from www portaone com support documentation Add a New Template To add a new template select the Add button i 4 Add Template gt Tied save i save clos objects use Name Test Template Type Tariff Upload vi media wOMOS As Copy Of PESTES aai ret M v Tariff Upload CSV Tariff Upload CSV Routing Tariff Upload CSV Volume Default CSV HERE The logical name of the template object Type One of the following Invoice Tariff Upload Tariff Download Media One of the following media types CSV Comma Separated Values XLS Excel 2000 2007 PortaOne Inc All rights Reserved www portaone com 33 PORTA Billing100 System Management E Print format HTML PDF only applicable for templates of the Invoice type As copy of PortaBilling is supplied with a set of default templates
89. ary phone does not answer e Always redirect all calls SIP URI Here you will enter two parts of the SIP URI e The CLD part may contain only digits the letters A D and the signs and e The address part should contain a valid IP address four numbers separated by dots e g 12 34 56 78 Timeout Specify the amount of seconds to wait until a call is answered Following timeout the call will be redirected to the next follow me number or disconnected Keep Allows you to preserve the originally dialed number Original during forwarding This is useful when forwarding a call CLD to a remote IP PBX For more details see the PortaSIP Administrator Guide Volume Discounts Tab Destination Information about discounts used and remaining is Group shown grouped by Destination Group names Each name represents one group included in the volume discount plan assigned to the account 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 51 PORTA Billing 100 Threshold Remaining Current Discount Next Discount Level Discount Info Adjusting Billing Parameters 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
90. ate 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 fl Lock Aspect Fixes image proportions during scale operations Preview Click to preview your work in a browser window Add Table Click to place a table on the worksheet A table can be removed by using the context right click menu or by pressing Delete on your keyboard Click the table cell to make it active To add another table click on the worksheet to deactivate the currently active object Read more about tables below Text Align A section of nine buttons used to align text in an 2000 2007 PortaOne Inc All rights Reserved www portaone com 36 PORTA Billing 100 System Management emea Text controls The tools and selects from this section control font attributes such as font style bold italic underline font family serif sans serif cursive fantasy monospace and font Size Foreground Color Change the text color by selecting from this list Tj Background Color Change the color of the active table cell by selecting from this list ae Border A section of six buttons for showing or hiding the border of the active table cell Stroke A section of three controls for changing t
91. atisfy all of them in order to appear in the result list During a search operation using auxiliary fields e g fax or the contains A comparison the database cannot use indexes This will result in a full table scan meaning an increased load on the server and a longer time to produce the final result Please avoid using such search operations if not necessary By clicking on Back to simple search you can switch the form to its original mode Account Info Add Account To add a new account select l Add For bulk account generation select Account Generator The Account Info page provided for the administrator is similar to the Add Account interface however some account details are read only The administrator is unable to modify Type Batch Control Number and Opening Balance When making changes the administrator can use the Notepad tab to provide a comment detailing the reason for these changes for example product changed credited 50 Changes can be confirmed by selecting lal Save or l Save amp Close opz Account Info Retail Customer EasyCall Ltd gt f save el Save close cons rateros vont Account ID i Product USD EasyCall product b l Blocked Balance 0 00000 USD User Agent Account Info Maintenance Subscriber Additional Info Payment Info Life Cycle User Interface Call Features Subscriptions Notepad Customer EasyCall Ltd Credit
92. ave fal Saveaclose Close cors Ratetookup o tog Account ID cs2eccthi J Product usn PortaOne Blocked OD Balance 10 00000 USD User Agent _ _ Contact Account Info Maintenance Subscriber Additional Info Life Cycle User Interface Call Features Subscriptions Notepad Customer CallShop2 Credit Limit USD Type Credit Opening Balance 10 00000 USD VoIP Password test Refunds 0 USD E mail Non call related charges 0 USD Batch Callshop 2 Control number 1 The majority of account details on the Account Info page are read only This interface is similar to the one accessible via the customer s Accounts Help Desk staff has the ability to modify only Web Password VoIP Password Account Balance Time Zone Redirect Number Blocked Status and Preferred Language When making such changes Help Desk staff should also provide a comment detailing the reason for these changes for example user unable to call due to network outage credited 5 Changes may be confirmed by clicking lal Save or l Save amp Close 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 35 PORTA Billing 100 Statistics 6 a Statistics 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 36 PORTA Billing100 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
93. ay etc the call is going through e g you would like to see all calls originating on your Cisco AS5300 gateway in New York e Call duration only displays calls lasting for more than a certain number of minutes 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 31 PORTAL Billing100 Help Desk Gi 4 Active Calls e 8 dose oe rase Customer Vendor v search Call duration greater than min Total 3 calls in progress 12 Select calls Cleanup calls presentation Account Customer Connect Time Disconnect Time Duration CLI CLD Vendor Connection 19664655093 X Telecom 2005 05 26 14 05 30 2005 05 26 14 16 29 00 10 59 988 762 BestvolP BestPSTNto Vendor C R 999 gt E Test Node 3 gt R 762 18664655093 Telecom 2005 05 26 23 07 55 00 13 39 988 762 GlobalvolP VolP Connection MW R 988 E voIPSOLUTIONS autbound gt E Test Node 5 gt RR 762 2005 05 27 05 22 41 00 18 53 988 762 M R 998 gt N 762 Field Description Account Account ID of the call originator Customer who originated the call Connect time The Call ID used to trace callback calls when one logical call consists of several independent SIP calls Disconnect time Empty if the call is still in progress The total call duration Calling station ID AND for the originator CLI CLD Called station ID DNIS the destination number Carrier used for call termination Specific connection for this vendor
94. be stored in Destinations description Download The CSV file header contains the following fields Action Prefix Country Code iso_3166_1_a2 Description Add or delete encoded as Missing prefix All other fields NOTE For tariff uploads new destinations will be e mailed as a CVS attachment in an error report using the Destinations Upload format Action Prefix Country Code iso 3166 1 a2 Description Uploading Destinations The system is supplied with a predefined set of countries and the most common destinations for those countties If required new countries may be inserted into the database manually When uploading new destinations a super user can specify the country using its ISO country code If empty the system tries to find a country via existing destinations For example if 16045 is uploaded the system finds that 1604 is already in the database as Canada If it is not possible to find the country in this way or if the country is N A the destination will not be imported An uploaded file with such a destination will be sent back for correction in a format suitable for upload 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 4 PORTA Billing 100 System Management ISO 3166 1 Country Codes For more information on this standard visit the ISO 3166 Maintenance Agency website The complete title of ISO 3166 1 is Codes for the representation of
95. be used at login and elsewhere throughout the system The password for this login A secure and easy to remember password may be automatically generated by pressing the Auto button The privileges or role associated with this user See the Access Levels section for more information The time zone in which this user will be operating Web Interface Language For a description of the input and output formats please refer to the The language to be used on the admin web interface for this user Common Features section Life Cycle is allows the administrator to set u e user account s activation an This allows the ad trator to set up th t s activat d expiration dates 2000 2007 PortaOne Inc All rights Reserved www portaone com 29 PORTA Billing100 System Management E 4 Edit User demoroot EF calendar Mozilla Pils Ei Gl Save Close gt tel Save amp Close Epo Emm 3 Address Info User Interface Life Cycle Mailing List Notepad Fa Activation Date 2004 02 20 YYY MM DD 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 according to the Mailing List settings El Edit User demoroot Address Info User Interface Life Cycle MailingList Notepad
96. ble for tariffs of the Customer type Allows you to designate this tariff as managed by the administrator only so this tariff will be applied to your direct customers or by a specific reseller so this tariff will be used to charge the reseller s sub customers Routing Only available for tariffs of the Vendor type The tariff contains information about the carrier s routing preferences in addition to the usual cost data Off Peak Off peak period definition click the wizard icon Alto Period launch the period format definition wizard click the test icon to run the off peak period test Off Peak Human readable description of the off peak period e g Description From 21 00 until 09 00 Working Days This field is O 2000 2007 PortaOne Inc All rights Reserved www portaone com 66 PORTA Billing 100 Adjusting Billing Parameters 01 automatically filled in by the wizard Destination Group Set Free Seconds Post Call Surcharge Login Fee Connect Fee Default Formula Short Description A set of destination groups UK Mobile CZ Mobile etc you would like to use for more convenient rate entry 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 i e the first interval see the Enter Rates section above Increases the total call cost by the given value Amount to be charged immediately after the
97. ble 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 for instance if a customer account files a complaint and you agree to a refund This transaction will not affect the account s balance in PortaBilling100 Authorization Only Verifies whether the account s e commerce account is valid and reserves a given amount This will return a transaction ID which may be used later in a capture payment transaction This transaction will not affect the account s balance in PortaBilling100 nor the account s e commerce account Capture Payment Transfers a given amount from an account s e commerce account to a company merchant account and issues credit toward the account s balance in PortaBilling100 This requires the transaction ID obtained via an authorization only transaction The amount must be equal to or less than that in the cotresponding authorization only transaction Manual Payment Credits the account balance Use this
98. buse Select l Save or click the Save icon in the Edit field to make your changes take effect 2000 2007 PortaOne Inc All rights Reserved www portaone com 63 PORTA Billing100 Adjusting Billing Parameters The ISO 4217 currency code is normally composed of a country s two character ISO 3166 country code plus an extra character denoting the currency unit For example the code for Canadian Dollars is simply Canada s two character ISO 3166 code CA plus a one character currency designator D Currency unit names major and minor are not defined in ISO 4217 and are listed in the table only for user convenience Visit BSI Currency Code Service ISO 4217 Maintenance Agency website http www bsi global com for more information Exchange Rates All exchange rates used within the system are listed The Effective drop down list allows you to define whether only current exchange rates Now or all exchange rates ever used gt Now will be shown The following information is provided in the exchange rate listing i 4 Exchange Rates DIET Gl Save amp close bue Po vegen Effective Now Edit Hame Exchange Rate USD Source Timestamp x Australian Dollar 1 AUD 0 75000 Manual Entry 2006 10 05 05 01 44 euro l EUR 1 27081 XE com 2006 10 05 04 59 12 Pound Sterling 1 GBP 1 88169 XE com 2006 10 05 04 59 15 Kuwaiti Dinar 1 KWD 3 45790 Yahoo com 2006 10 05 04
99. c All rights Reserved www portaone com 95 PORTA Billing100 System Management This may sound complex but in practice the user interface is quite simple Two columns are shown on the Components tab of the edit screen for each access level On the left you have a list of the available components while on the right are the included components Between these two columns you have the Include gt and lt Remove buttons which move selected items between the two lists As for ordering the Up and Down buttons on the far right hand side of the screen allow you to rearrange selected elements of the Included column The Go To button opens the edit screen for the selected component Creating a New User ACL From time to time you will find that the predefined user ACLs Admin Helpdesk and so on offer too few or too many restrictions for a particular class of user In such a case it is time to create a new user ACL The easiest method is to take an existing access level and create a new one modeled on it and then modify it to fit your needs You should examine the permissions granted to the model access level and verify that you want to grant access to those resources Next you can include other components to suit your needs As a style recommendation we suggest that you first create a component containing the dependant components you wish to utilize Finally create a new user ACL which incl
100. card information and then having successfully completed the subscription process receives the credentials necessary to make phone calls G 4 Edit SmartCall Prepaid Product gt tet save i save amp Close B Ratetookup toget Blog Product Name SmartCall Prepaid es Currency USD Managed By Administrator only General Info Maintenance Fee Online Signup Accessibility Subscriptions Notepad HTTP_REFERER https demo portaone com subscribe html Validation Module Continue URL https demo portaone com finalize signup html Numerous online signup frontends can be developed using a combination of the HTTP REFERER and Validation Module fields Read about How to configure online web signup in the PortaBilling Administrator Guide Vendor Management Vendors are your service providers for example termination partners or incoming toll free line providers Every time a call travels from your network to a vendor via telephony or VoIP there is a cost associated with it and at this point PortaBilling will charge the account and customer for the call as well as calculate your termination costs On the Vendor Management screen you can view a list of all registered vendots This list provides the following information and activities 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA H Billing100 Adjusting Billing Param
101. 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 2000 2007 PortaOne Inc All rights Reserved www portaone com 35 PORTA Billing100 System Management E 4 Template BestDeal Invoice PortaOne Inc 902 2181 West 38th Ave Invoice V6M IRS Canada Page Header amp Footer gt Date Fields gt Invoice Number Statement Period Footer gt Header Custom Invoice Number E Insert Row Company Name From To fi Insert Col Company Addressl February 1 2006 February 28 2006 H Remove Row Company Address2 fl Remove Col Company Address3 Ta send Back Company Address4 Previous Balance Th Bring To Front Company Country B Clone Company Phone Charges this period 90 18 USD Company E mail Company Web Total due 85 49 USD Company TaxID Customer Company Name Layout Designer LD Quick Start To launch click the Layout Designer button on the Media tab in the Template Management window The sliding toolbar on the left side provides most of the controls for manipulating content in the editor window There are three different states for most of the toolbar icons normal active and not available Normal Click to activ
102. ck Unblock Redirect Number C UM Enabled Started 0 D 10 00000 USD Depleted O O g Activation Date a YYYY MM E Expiration Date 77 YYYY MN Preferred Language en English C Time Zone Europe Prague O ctrit EHEHEHEH EEE SE SB Update Field Account ID CtrlH Account ID days CS2Booth1l CS2Booth2 CS2Booth3 CS2Booth4 CS2Booth5 IM In He Iw N I CS2Booth6 Idle Balance USD 10 00000 10 00000 10 00000 10 00000 10 00000 10 00000 Microsoft Internet Explorer Following changes ARE YOU SURE ANY bd Show Accounts Balance Limit USD USD 10 00000 10 00000 10 00000 10 00000 10 00000 10 00000 Expiration Date 2007 05 09 Preferred Language en English will be applied TO THE WHOLE BATCH search Default ANY this function allows you to display either logged in or logged out accounts only Type Product Status SIP Credit PortaOne Credit PortaOne Credit PortaOne Credit PortaOne Credit PortaOne Credit PortaOne The primary identification of this account an alphanumeric string Enter control numbers and or number ranges separated by commas for example 1 3 8 12 12 ACCOUNTS its Zeto balance Not active A Credit exceeded A Expired Blocked Customer blocked see Edit Customer Click using Ctrl or enter control numbers and or number ranges separated by commas for example 1 3 8
103. com 1 39 PORTA Billing100 Statistics Database Load The Database Load graph shows the load in number of queries and the number of active threads on the master and slave databases This information may be useful in the event that database interactions seem slow or for other debugging scenarios H Database Load gt ose O foit gose O Thu Oct 5 19 20 56 2006 a QQ Sat Oct 7 07 19 49 2006 400 350 300 250 200 150 100 50 40 t 35 30 25 20 15 10 5 00 00 06 00 12 00 E Number of queries W Number of connections Connections The Connection Load screen provides the user with access to load graphs for all connections set up in the system To view the graph select the vendor to whom the connection being searched has been assigned from the 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 connections related to him will be displayed on the right side of the screen grouped similarly as on the Connection Management screen PSTN from Vendor VoIP from Vendor PSTN to Vendor and VoIP to Vendor Click the description under the corresponding connection type to view the Load Graph for a given connection 2000 2007 PortaOne Inc All rights Reserved www portaone com 139 PORTA Billing 10
104. cooesvenvanete enensdeencabdloeioroeesiveen 98 Account Management sesrnsnsvennsvsvanesvenennsvanesssvesssvenesvsvesssvsnesesvesesvsnesesvesesvesesesne 112 FP ENE HO Ol A A teas EEA AEO EET 125 5 Help DeSK 4 128 NEE E E T EA AA N E E E 129 Active EE ee 131 PO era A EAEE EE 133 ACCOUN O REE EN A 134 O SUST S EA AA ENEE 136 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing 100 PortaBilling100 Web Reference Oy Sei As a EE 138 Dao 15 o Daanin AA E nT a PP inne aera mer ner Breve ren 139 NNN 139 DS ERE EE EE 140 GENE 00 2 mn ea ne E eg wn pore 142 CUSTOM REDONUS see Ge 143 Vendor XDR ReportS i irveveveverererererererersrerererevereversvsssvsssesesesesesesesesesesesesesesesenene 148 customer XDR REDONS osansa ccc gea A aaenacetaceenceceed 149 MOE ne E E E OE E ee eee neces 150 2000 2007 PortaOne Inc All rights Reserved www portaone com 3 PORTA Billing100 PortaBilling100 Web Reference Preface This document provides a general overview of the PortaBilling100 administrator web interface Where to Get the Latest Version of This Guide The hard copy of this guide is updated at major releases only and does not always contain the latest material on enhancements occurring between minor releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com support doc
105. destination group G MM Edit Destination Group CZ Mobile gt 0 Add cose togout EM tog Prefix Country Description gt ABCDEFGHIJKLMNOPQRSTUVWXYZ Prefix Country Description Delete E M Add Destinations to Group CZ Mobile Pe E sare 8 gose tooo Prefix C Country Description E Prefix Coury Description E 2000 2007 PortaOne Inc All rights Reserved www portaone com 47 PORTA E Billing100 li M Add Destinations to Group CZ Mobile fet sare a coe toot 420 Era Caan Coaseriston Select O 11 gt Ef E fef e fef i fof i pef i fif Prefix 420 4202 42060 420601 420602 420603 420604 420605 420606 420609 42072 42073 42077 Country CZECH REPUBLIC Proper CZECH REPUBLIC Prague CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC Proper Mobile Mobile Mobile EG A Edit Destination Group CZ Mobile gt E aa cow E E Li Edit Destination Group Set X Telecom Edit pl 4206018 420602 m 420603 8 42060418 420605 m 420606 42072 42073 42077 42093 42096 Description System Management Prefix Country Description gt ABCDEFGHIJKLMNOPORSTUYWXYZ Country CZECH REPUBLIC CZECH REP
106. device in the external system e g your warehouse management application 2000 2007 PortaOne Inc All rights Reserved www portaone com 60 PORTA Billing 100 Adjusting Billing Parameters 4 Adjusting Billing Parameters PORTA H Billing100 Adjusting Billing Parameters Currencies The Currencies page allows you to define a method for determining exchange rates between currencies Supported methods include explicitly defined exchange rates or the use of external services such as yahoo com Of xe com NOTE Before relying on an external exchange rate service read its terms of use A thoroughly as the rates it provides are usually given at a delay of at least fifteen minutes from the actual values To define an exchange rate source for a currency first click l Add in the toolbar i Currencies gt E add i save m Save amp Close close PB Logout ER tog Search Cearrency_ Currency Name_ Country ISO 4217 aym ini Edit Hame Major Minor pa ay ja ad Payment Method seede Delete alpha num digits 3 Choosing XE COM as exchange rate source you agree to the XE COM Terms of Use i 4 Currencies gt E add fel save im Save amp Close close Logout ER Log Search ISO 4217 Dec Exchange Rate Payment Minimum ae z Hame digits Major Minor Kr en System Payment Method Payment Delete sj EUR V XE com v AuthorizeN
107. e or have made some changes to a particular invoice template or if certain customer or company attributes have been changed 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 50
108. e 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 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 9 4 PORTA H Billing100 Adjusting Billing Parameters of accounts generation will not begin and an alarm e mail will be sent immediately Callshop Features E 4 Accounts of Retail Customer Fist Dial Fe E add Account Generator 9 coe rer Account ID SIP Status Advanced fame fam show Accounts Search CDRs Timer Receipt Account ID Idle days Currency Balance Credit Limit Type Product Batch Status SIP Q 3 01180 0 UAH 27 26600 50 00000 Credit First Dial product First Dial 2 UAH 3 66000 50 00000 Credit First Dial product First Dial PortaBilling100 demo New installation Callshop Receipt First Dial Ltd 15 Shevchenko blvd Kiev 04047 Tax ID 6559211367 E o amp a amp a amp a amp a amp b amp a amp a amp a amp a amp From To Country Date Time Charged time min sec Amount UAH 01180 380442497659 UKRAINE 2006 10 06 09 55 42 0 10 0 07600 Start Timer 2006 10 06 09 55 32 0 00 0 00000 Total Charged Time min sec 0 10 Total Charged 0 08 UAH Retain this copy for your records The account list screen can be used by a callshop operator to track calls made in callshop cabins to block an acc
109. e com g 5 PORTA Billing100 Adjusting Billing Parameters enabled By default this option is turned off and every connection is assumed to be SIP capable only H323 Check if this connection is capable of handling H323 calls SIP Check if this connection is capable of handling SIP calls Customer Classes A customer class is a definition of various properties e g invoice terms which can be easily applied to a large number of customers On the Customer Class Management screen you can view a list of all currently defined classes This list provides the following information Li Customer Class Management Description Se Administrator only Enterprise Customer Class European Union Administrator only European Union Customer Class x North American Administrator only North American Customer Class Retail Administrator only Retail Customer Class x Column Description Name The name of a specific customer class Managed by Administrator only default means that this class will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this class for use by a particular reseller A logical description of this customer class Add dit Customer Class The Add Customer Class page allows you to define a new customer class within PortaBilling 2000 2007 PortaOne Inc All rights Reserved www portaone com 96 PORTA E Billing100 Mee a Terms
110. e edited by clicking the Edit LE icon on the row containing its details EG 4 Edit Europe free 500 min Discount Plan PlanName Europe free 500 min Currency USD Managed By Administrator only General Info Discounts Edit Destination Group Type Discount Scheme p Exclusive Delete h Europe Vo1ume min v 0 500 100 Europe Volume min 0 500 100 ae gt Destination Enter the name of a destination group manually or click Group the column header link Destination Group to choose a group from a searchable list inside the pop up window Select the threshold type will you use thresholds based 2000 2007 PortaOne Inc All rights Reserved www portaone com 79 PORTA Billing100 Adjusting Billing Parameters on the charged amount or on the total call time e Amount means the threshold is measured in currency units e g USD and the counters will go up by the amount which the customer should have been charged for the call before the volume discount was applied Volume means the unit is minutes and the counters will go up by the same value as the charged call duration Note the difference between call duration and charged call duration For instance if a rate specifies 5 minutes rounding and a customer has spoken for 3 minutes 42 seconds he will be charged for 5 minutes and the counter will go up by 5 minutes as well Exclusive Defines whethe
111. e g Group Set US amp Canada Asia Western Europe within this set O 2000 2007 PortaOne Inc All rights Reserved www portaone com 78 PORTA Billing100 Adjusting Billing Parameters Once chosen during discount plan creation they cannot be changed later on Counter Each discount has internal counters associated with a Reset corresponding account or customer These counters store the current value in minutes or charged amount of calls made to a specific destination group The counters go up according to the customer s or account s billing e Never means the plan counters will never be reset zeroed This is convenient if you wish to provide a special promotion such as 500 free minutes of calls to Western Europe In this case the counter will always go up and the normal rate will be applied after it reaches 500 minutes Once in billing period means the counters of the plan will be reset when the customer s next billing period begins If you have defined a first 500 minutes for free discount then the customer will have 500 free minutes in every billing period month week etc Once chosen this setting cannot be changed later on Short description of discount plan Defining Discounts for Individual Destination Groups After a volume discount plan has been saved the Discounts tab will become available To add a new discount to the plan click the amp Add button An existing discount can b
112. e of the customert s accounts you will see the SIP lamp icon here It will light up if the account is currently being used by a SIP UA to register with the SIP server otherwise it will be gray Taxation 2000 2007 PortaOne Inc All rights Reserved www portaone com On this tab you can choose which plugin module will be used to make tax calculations and set up parameters that affect taxation 111 PORTA Billing100 Adjusting Billing Parameters G 4 Edit Customer gt Tid save save core amp chose E ors C2 accounts Gl EPaymentstoo 4 objects Logout tog Customer Name John Doe Opening Balance 0 00000 USD Blocked im Balance 0 00000 USD Type Retail Customer Class Default Class EI Address Info Maintenance Additional Info Payment Info User Interface Call Features Abbreviated Dialing Subscriptions Taxation Notepad Type Default Business Residential Incorporated City Area Default O Inside outside CI Federal Taxes C State Taxes C County Taxes CI Local Taxes Exempt From Since these parameters depend on the specific taxation module and your local tax laws please consult your tax attorney for details regarding their use Add Edit Customer under a Reseller This is essentially the same as management of customers as described above the sole difference being that you can only create sub customers of the Retail type E 4 John
113. e this field empty to disable re collect attempts completely Suspension How many days after the due date will the Time customer s services be suspended if the invoice is still unpaid Leave this field empty to disable service suspension Suspension How many days after the due date should notification Warning Time of possible suspension of services be sent to the customer Leave this field empty to disable such notification Closing Time How many days after the due date will the customer s account be closed if the invoice is still unpaid Leave this field empty to disable automatic account closing Note that if defined the Suspension Warning Time must be less than the Suspension Time and the Suspension Time must be less than the Closing Time Charge Credit Automatically charge the customer s credit card on Card When file for the full amount due when his billing period is Billing Period closed as a result an invoice will be created with a Is Closed zero amount due A logical description of this customer class Customer Management On the Customer Management screen you can view a list of all registered customers or use search filters to display a specific set of customers only Filter value All customers registered in the system 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA E Billing100 Direct Customers Adjusting Billing Parameters Customers directly owned by you
114. ed either as an amount or as a percentage of a positive Credit Limit value an alarm e mail will be sent to the customer owners i e the system administrators if the customer is direct or else the reseller The Preferred Payment Method drop down contains a list of available payment methods Some of these e g Cash and Cheque are virtual methods that do not allow manual e commerce transactions from the administrator interface payments from customer self care or running periodic payments Any other online methods will be available only if a payment system with such methods has been defined and is assigned to the same currency as the customer s currency Other Payment Info fields depend on the currently selected Preferred Payment Method and may vary accordingly NOTE There are a few payment systems which use External Authorization If such a system has been chosen as a preferred method no other payment information details may be entered This is because the payment processor does not allow the system to store and reuse customer payment credentials For example if you add a payment system with the Moneybookers payment processor and VISA payment method and then assign it to the currency USD customers defined in the USD currency and using VISA as their preferred payment method will not be able to enter their payment credentials Therefore it will not be possible to run periodic payments for them or make manual e commerce transactions
115. elected Contains The value of the field in the customer information must contain the specified value somewhere e g if you enter the filter value Eric customers with the names Eric Erica Maverick and American will be selected Is empty The corresponding field in the customer information must be empty All search operations are case insensitive so you can enter Eric as a search criteria and even if the customer s name was originally entered as eric or ERIC you will still see him in the list All conditions work in conjunction so in the case of multiple search criteria the customer s record must satisfy all of them in order to appear in the result list During a search operation using auxiliary fields e g fax or the contains comparison the database cannot use indexes This will result in a full table scan meaning an increased load on the server and a longer time to produce the final result Please avoid using such search operations if not necessaty By clicking on Back to simple search you can switch the form to its original mode 2000 2007 PortaOne Inc All rights Reserved www portaone com 101 PORTA Billing100 Adjusting Billing Parameters Add Edit Customer The Add Customer page allows you to define a new client entity within PortaBilling The information required is divided into four tabbed sections Address Info Additional Info Payment I
116. ement gt Eada aose rtogutf Blog RADIUS Client Oves Ono al Name h323 id IP Manufacturer Type RADIUS Client Delete Mera 192 168 0 1 192 168 0 1 Mera MVTS Cisco GW cisco 192 168 0 5 Cisco VOIP GW PortaUM PortaUM 192 168 0 11 PortaOne PortaUM Quintum Quintum 192 168 0 3 Quintum VOIP GW Demo PortaSIP sip 192 168 0 10 PortaOne PortaSIP To add a new node to the system click Add in the toolbar The following information is provided within the listing Column Description gt edit screen for the given node h323 id Registered H 323 ID of the node gt IP lIPaddressofthenode 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 VOIP GW the node functions as a gateway H323 GwW the node is an H 323 proxy H323 GK the node is an H 323 gatekeeper PortaSIP PortaSIP server PortaUM PortaUM server 2000 2007 PortaOne Inc All rights Reserved www portaone com 50 PORTA Billing 100 Networking e MVTS Mera Networks VoIP Softswitch Add Edit Node Hie Edit Quintum Node gt m save fel saveadlose dose om togout Blog Node Name Quintum h323 id Quintum 5 Manufacturer Quintum M VolP Password cisco 7 Type VOIP GH M NAS IP
117. ement screen is broken down into call leg types using four tabs PSTN from Vendor VoIP from Vendor PSTN to Vendor and VoIP to Vendor Under each tab there is an edit row and then a list of the existing connections for the given type E A Vendor X Telecom connections PSTN from Yendor YolP from Yendor PSTN to Yendor YolP to Yendor Remote IP RTP Proxying Transl Rule Outgoing Rule CLI Transl Rule Account Edit Load H323 SIP Delete Tariff Hide CLI Mode Description Capacity Optimal FA A None lear caller E va 193 193 193 104 Optimal Ei Termination to X Telecom Clear caller info VoIP Termination to X Telecom 30 To add a new connection enter the information in the edit row and then select H Add To edit an existing connection click the Edit E icon next to the desired connection modify the necessary fields and select lal Save The following fields and functions are provided in the listing Copies the connection information into the edit row Node Name of the node used for this connection Not available for VoIP to Vendor connections The following columns are only available for PSTN connections Port Only on PSTN related connections The specified port 2000 2007 PortaOne Inc All rights Reserved www portaone com 93 PORTA Billing100 Adjusting Billing Parameters for PSTN origination or terminat
118. er PB100 ACL prototypes Helpdesk PB100 ACL prototypes Helpdesk access PB100 ACL prototypes F A g Bookkeeper access PB100 ACL prototypes F g F No access PB100 ACL prototypes G A ae 8 5 3 Bl Representative PB100 ACL prototypes lt i 4 Access Level Dependencies Add amp Close amp Log gt E ada close togene Blog Group Type sjarm Cena J Dependants of Helpdesk access Dependencies Hame Subsystem Group Type Delete m Helpdesk PB100 ACL prototypes G We have already talked about the necessary parameters for creating or editing components but we have not yet discussed component inclusion in detail Each access level may have zero or more dependant components These components are ordered and likewise are applied in order until the first matching permission is reached A In order to understand this better we will use the previous example Suppose a user is trying to view ASR reports His access level must allow reading of WebForms ASR object WebForms attribute ASR For the sake of simplicity we will say that his access level includes A B and C where B allows this permission but C explicitly denies it In this case the user s ability to view these reports is based on the ordering of these components If B appears before C then it will work In the Opposite case he will not have access 2000 2007 PortaOne In
119. er himself to manage periodic payments on the Customer Self Care interface this does not prevent the administrator from editing this information The Periodic Payment tab will appear only if the customet s currency can be processed by at least one of the existing payment systems and if the customer s preferred payment method has been set to any available online method which allows storage of his payment credentials Check the Dialing rules management enabled option to enable the customer himself to manage dialing rules on the Customer Self Care interface This option is not available for resellers Date amp Time Format PottaBilling allows the administrator to define both input and output date and time formats for each customer registered in the system By making changes to the date and or time format on this page customers will be able to enter dates and times in the desired format throughout the entire PortaBilling100 Customer Self Provisioning Interface on invoices and so on see the screenshot below See the User Management section for examples of date and time format usage 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 06 PORTA H Billing100 Adjusting Billing Parameters BES Edit Customer gt ted Save i Save amp Close amp Close amp cors Accounts rtogout EM Log Customer Name EasyCall Ltd z Opening Balance 0 00000 USD Blocked OD Balance 0 00000 USD Type Reta
120. estions from account holders The interface requires the account holder to give the Help Desk an account ID or a batch and control number The Help Desk operator can also browse xDRs for this account by selecting the Browse xDRs El icon 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 3 4 PORTAL Billing100 Help Desk E A Accounts of Retail Customer EasyCall Ltd gt 16 cose Account ID Customer SIP Status Advanced 10 EasyCall Ltd v ANY rent search Pages 1 2 3 CDRs Account ID Idle days Currency Balance Credit Limit Type Product Batch Status SIP 37 USD 7 16000 Credit Prepaid Cards cards 2007 01 23 USD 4 92567 Credit Prepaid Cards cards 2007 01 21 USD 9 20000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 9 76658 Credit Prepaid Cards cards 2007 01 USD 7 97333 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Credit Prepaid Cards cards 2007 01 USD 0 00000 Debit Prepaid Cards cards 2007 01 fo fo fo fo fo fe fo fe fo fo fo e wl USD 0 00000 Credit Prepaid Cards cards 2007 01 Once specified clicking on Account ID will take the user to the Account Info for that account E 4 Account Info Retail Customer CallShop2 gt fel s
121. et Y 5 x Choosing XE COM as exchange rate source you agree to the XE COM Terms 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 2000 2007 PortaOne Inc All rights Reserved www portaone com 62 PORTA E Billing 100 Me e GY Adjusting Billing Parameters Currencies gt B add isl Save amp Close objects Logout Biog ISO 4217 alpha Hame EUR EUR USD 978 euro 978 euro Please note that 840 US Dollar Search Ceurency C currency Name Country Dec digits Exchange Rate Source Payment System Minimum Payment Method p mA Major Minor Delete v v 2 2 2 1 00000 1 00000 1 00000 Euro euro cent XE com MyAuthorizeNet le Euro euro cent XE com x MyLinkPoint dollar cent Manual MyAuthorizeNet Choosin
122. eters E 4 Vendor Management Pe Gadd cose a omes ton tog Search Search xDRs Name Connections Currency Balance Delete PD asc USD 0 00000 O DID supplier USD 0 00000 x re GlobalNet USD 0 00000 info globalnet com O SmartNetwork USD 0 00000 0 SPT Telecom USD 0 00000 info spt cz PD Teleglobe USD 0 00000 PD Telecom USD 0 00000 Click the View 5 icon to go to the xDR view page for this vendor Connections Click the connections icon to be taken to the connections management page for this vendor Read more in the Connections section below Currency The currency in which the vendor s account is maintained and paid The vendor s current balance E mail contact for the given vendor Delete Click the delete x icon to remove the vendor The delete button will only appear if there are no xDRs or connections defined for the vendor Add Edit Vendor E 4 Add Vendor a C3 Vendor Name x Telecom ie Currency USD US Dollar Opening Balance o Address Info Additional Info User Interface Company Name x Telecom Ltd Contact MriMsJf Phone First Name MIL Fax Last Name Alt Phone Address 2 M Krivonosa St Alt Contact E mail info x telecom com BCC Send Statistics summary Only Province State Postal Code 03037 City Kiev
123. first user authentication Amount to be charged for each successful call in addition to other charges Pattern that defines the rounding of a charged amount in an individual xDR This pattern takes the form XX X000 An X to the left means that the digit in this position will be left unchanged while a zero to the right means that this position will be rounded For example XXX XX X X000 means that the amount will be rounded up to two decimal places so that 1 2345 becomes 1 24 Note that rounding is always done upwatds Default call rating formula 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 While the name of a tariff is for your internal use and is usually 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 Free Seconds Connect Fee and Post Call Surcharge are only applied when the default rating method is used For more about different call rating methods see the PortaBilling Administrator Guide 2000 2007 PortaOne Inc All rights Reserved www portaone com 67 PORTA Billing100 Adjusting Billing Parameters Off Peak Period Definition Wizard Off Peak Period Definition Premed Off peak rate is used
124. g XE COM as exchange rate source you agree to the XE COM Terns of Use 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 online payment systems it is recommended that a non zero value be entered in the Maximum Allowed Payment field ISO 4217 Description Official three letter currency code e g USD num Name Dec digits Minor Exchange Rate Source System Method Minimum Payment Numeric currency code according to ISO standard Maximum number of decimal places allowed by the currency e g for US dollars or euros it will be 2 since the smallest unit is one cent 0 01 while for yen it will be 0 because an amount in yens can only be a whole integer The lesser currency unit if applicable e g cent Defines the method of entering the exchange rate for this currency updated either manually by an administrator or by PortaBilling from exchange rate sites such as xe com or yahoo com For an existing row in the table click on the underlined xe com or yahoo com line in a column to immediately fetch the current exchange rate Selects an online payment processor to process payments in this currency Read only column lists all available payment methods e g VISA for the selected payment system The smallest allowed amount for an online payment in the corresponding currency in order to prevent service a
125. g file for srLECT may produce huge list of calls Cl include log file for the previous day in the search H323 Conf ID The H323 Conf ID of a call Search log file for The day when the call was made Include log file for This option extends the search by adding the the previous day in previous day the search If you do not know the H323 Conf ID for a call you have just made you can use the right side of the form to display all call attempts made within a certain interval this will also include failed call attempts which makes it extremely useful for troubleshooting problems when you are unable to make outgoing calls e g due to an authorization failure You will see a list of call attempts with the call initiation time H323 Conf ID and CLI CLD for each click on the underlined H323 Conf ID to see the billing engine log for it Active Calls The Active Calls page shows calls that are currently in progress or have been completed recently It indicates the time the call started the elapsed call duration and who is making the call and describes which gateways the call is going through Since the total number of simultaneous calls in your system can be quite large you can display only a certain subset of all calls by setting a filter for e Customer name of the customer who is making a call e Vendor carrier to whom the call has been terminated e Node element of your network PortaSIP server gatew
126. ge contains a link back to the home page Ea PortaBilling100 Main Menu gt 4 Objects i togout WI Company Info Currencies pr System Load Access Levels Exchange Rates Database Users Mailing List Tariffs Connections Volume Discount Plans Representatives Subscription Plans ASR Templates Products Cost Revenue Service Types Custom Reports Destinations Vendors y Destination Group Sets Customer Classes Vendor xDR Customers Customer xDR Invoices ao Nodes H Trace a Call Route Categories Active Calls Routing Plans BE Log Viewer Test Dialplan SIP Log Viewer IP Phone Profiles Account Info IP Phone Inventory DID Inventory MR15 0 amp 2001 2007 PortaOne Inc All rights reserved gt gt Credits and links These are the five functional blocks Normal system maintenance tasks such as adding administrative users and maintaining the destinations anagement database Configuration of network components registering new nodes network endpoints in the system configuration etworking of User Agent profiles Tasks related to billing such as customer vendor and account management and rate plan definition maintenance of currencies and exchange rates K lt Z ee jd n ad OG Tasks available to help desk staff for assistance in troubleshooting problems that clients may inquire Help Desk about a A variety of statistics and reports are available reflecting the status of the system
127. gement Interface In this discussion of the ACL system we have proceeded by starting with the fundamentals and building up your skills from there Now we will discuss the entry point for ACL management On the PortaBilling100 administrative interface you will find a link to Access Levels This link takes you to the Access Level Management main screen pictured below 2000 2007 PortaOne Inc All rights Reserved www portaone com 9 4 PORTA Billing100 System Management 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 search results for all dependants The following screenshot shows all dependants for Accounts full access Note that some of the dependants have their own dependencies E A Access Level Management pe add cose y Y Wj Bo Subsystem Group Type Z act protoes ar w Dependencies Hame Subsystem Group Type Delete Admin PB100 ACLoprototypes m Admin Access PB100 ACL prototypes Advanced Reseller PB100 ACL prototypes Bookkeep
128. harged detected by a vendor is greater than the revenue amount charged to the customer Replication problems Database replication may be performing poorly or not at all so that CDRs for the most recent calls are absent from the slave database Task rejected A deferred task such as account generation could not be run Time problems NTP This alert may be generated if the time in the Format Suspicious accounting record is in the wrong format or seems suspicious such as a point in the future or one too far in the past User error report Your customer support may discover a problem they are unable to solve themselves e g only the network administrator can do it and thus may need to escalate this problem to your technical staff When they send an error 2000 2007 PortaOne Inc All rights Reserved www portaone com 31 PORTA Billing100 System Management report from the web interface it will be received by the admin users subscribed to this mailing list Mailing List The Mailing List Management page allows you to define which e mail alerts are to be sent to different users see Mailing List Subscription E A Mailing List Management gt cose i togout B tog User Subject all users ALL types User Subject demo root NONE helpdesk NONE keeper General billing misconfigurations kzhilenko Merchant account error Mismatch in the Destinations or Rates table pb
129. he Save New icon will appear next to the name i kA Destination Group Sets lt gt E aga ia save odel TT og a aa a z aa Edit Hame Delete ta D Beem O E li kA Destination Group Sets IETF CE Delete Es 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 G 4 Edit Destination Group Set X Telecom lt DIET al Save Cos Si dovnload upia Ln Search Cement t Edit Destination Group Name Prefixes Delete E 2000 2007 PortaOne Inc All rights Reserved www portaone com AG PORTA H Billing100 System Management i Edit Destination Group Set X Telecom BEL el Save amp Close E download upload Search Games Destination Group Name Prefixes Delete NES Z Mobile E Destination Convenient short name for the destination group e g Group Name UK Mobile This will be used to enter new rates for this group of destinations Prefixes List of prefixes included in this group For a destination group with many ptefixes only the first few will be displayed Click on Destination Group Name to see a complete list of destinations ing to this Managing Destinations Prefixes within a Group Click on the hyperlinked destination group name to edit its contents Click on l l Add to add more prefixes to the
130. he active cell s border weight style and color a Grid On by default click to turn off the grid Snap to Grid On by default click to allow arbitrary positioning of elements on the worksheet Envelope Window Two half transparent gray boxes displaying the positions of envelope windows click to turn off 22 Undo Click to cancel the last action Undo Undo Click to cancel the last action to cancel the last action Save and Close For convenience in editing the bottom of the worksheet these controls duplicate the main toolbar controls K A A straight line in the Layout Designer can be simulated by using a table with only one visible border f a Table The main Layout Designer object is the table which is a placeholder for all inserted information A table or a table cell within a table can be moved and scaled by dragging the cell handlers Double click a table or a cell within a table to enter cell editing mode where you can type in or edit a cell s text To change the attributes of a cell s text make sure the cell is selected 8 black square handlers are visible and set the text attributes in the toolbar on the left XK Changing the text attributes of a cell in the toolbar will affect all text in the current cell To change the attributes of part of the text enter cell editing mode double click select that part of the text and use the keyboard shortcuts listed below Context Menu 2000 2007 PortaOne
131. he first topmost number to the last until the call is answered otherwise use a random order 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 20 PORTA Billing100 Adjusting Billing Parameters Click the Edit LE icon to edit the follow me number details To add a new number to the list click the EJ Add button Up Down Click these buttons to move a row before the previous ee one or after the next one in the list The name of the follow me number e g Mobile Phone Destination Specify a number for redirecting calls formatted according to the customer dialing rules Active Defines the period when the number is active i e is allowed to receive a forwarded call Click the Active link ot wizard l icon to create the first period definition or add the next one using the Period Wizard this is virtually the same as the Off peak Period Wizard in Edit Tariff Click the Always button in the wizard to make the follow me number active permanently Click the TEST Test Period icon to run a period test Timeout Specify the amount of seconds to wait until a call is answered Following timeout the call will be redirected to the next follow me number or disconnected Off Check this option to temporarily disable forwarding to a follow me number Forward Tab Follow me Possible modes of use of this service e Never do not use at all e When Unavailable redirect a call only if the prim
132. il Additional Info Payment Info User Interface Call Features Abbreviated Dialing Subscriptions Notepad Login Time Zone Europe Prague Password Web Interface Language en English vi Access Level retail vi C Periodic Payments Management Enabled C Dialing Rules Management Enabled Output Format Date AM DC 2003 12 31 Time HH24 MI SS User Defined Date amp Time YYYY MM DD HH24 MI SS User Defined Input Format Date DE 2003 12 31 Time HH24 MI SS User Defined Periodic Payments NOTE The Periodic Payment tab will appear only if a suitable payment system has been set up and the appropriate online payment method has been selected as the customer s preferred payment method Periodic payment management allows the administrator and customers to set up the following parameters for automated periodic payments All registered payments for a customer are listed The Effective drop down list allows you to define whether only current payments Now or all payments ever processed gt Now will be shown Choose Now gt to see future payments or Al to list all payments Now is the default value for this filter The information in the chart below is provided in the payments listing To add a new payment click the Add button G 4 Edit Customer gt Add i Save i Savea close close EI
133. ilable funds Estimated available funds Results of the testing destination 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 amount was calculated time time was calculated history credit time was calculated 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 Singapore Thailand and other countries 2000 2007 PortaOne Inc All rights Reserved www portaone com 77 PORTA Billing100 Adjusting Billing Parameters E 4 Discount Plan Management gt Badd aose togout Ed log Managed By m Name Currency Managed By Description Delete Europe free 500 min USD Administrator only Europe first 500 minutes for free x Russia 3 USD Administrator only Russia 3 for Spring 2006 x United States 5 USD Administrator only United States 5 x
134. ill only appear if there are no xDRs accounts or sub customers owned by the customer or other entities products tariffs etc managed by the customer Advanced Search In advanced search mode you can specify an unlimited number of search conditions Every condition applies to a particular field e g customer s ZIP code Click on L Add a new search condition to add another condition 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 0 PORTA Billing100 Adjusting Billing Parameters i 4 Customer Management gt 0 ada amp cose fi togout B tog Type Representative Search Back to Direct Customers vi ANY vi simple search E Add a new search condition Advanced Search Criteria Name vi Begins wi J Contact vi Is empty vi Country Region vi Is vi US Company Name vi Contains v Ltd CDRs Name Accounts Subcustomers Currency Type Credit limit Balance Status Delete E ABC Shuttle Ltd USD Retail 0 00000 X E Callshops ss USD Reseller 0 00000 x 2 Easycall Ltd USD Retail 0 00000 admin easycall com E John Reseller s USD Reseller 0 00000 x The value of the field in the customer information must match the search criteria exactly Begins with The value of the field in the customer information must start with the specified value e g if you enter the filter value John customers with the names John and Johnny will be s
135. ime re Amount Account Customer Vendor re fo North 2006 10 06 2006 10 06 0 05042 VoIP E 44810747061 16047576761 America 10 13 02 10 15 03 tl WEDS ee A ittinne 2006 10 06 2006 10 06 Carrier 19563646551 380457644772 UKRAINE Proper 10 08 34 10 08 34 0 00 OUSD 56 78 90 1 Exchange SuperNet North 2006 10 06 2006 10 06 Carrier VoIP SHUG SER eee ED America 10 07 29 10 07 29 0 00 ge ee Exchange Solutions 2006 10 06 2006 10 06 Carrier VoIP 92227808616 380497714137 UKRAINE Proper 10 06 53 10 06 53 0 00 OUSD 56 78 90 1 Exchange Solutions 2006 10 06 2006 10 06 0 94050 Carrier VoIP 82454291708 380449493612 UKRAINE Proper 10 04 33 10 15 00 USD 56 78 90 1 Exchange og 2006 10 06 2006 10 06 p Callshop 88073228656 380294255778 UKRAINE Proper 10 04 28 10 04 28 H OUSD 100004 15 SuperNet 2006 10 06 2006 10 06 Callshop 41287423679 380041355050 UKRAINE Proper 10 04 16 10 04 16 OUSD 100003 15 SuperNet North 2006 10 06 2006 10 06 f 0 02350 Carrier 96521391662 16040789435 EGEE 10 03 38 10 05 59 p USD 56 78 90 1 Exchange SuperNet North 2006 10 06 2006 10 06 0 19500 VoIP 73618227004 16045068948 ene 10 02 37 10 10 25 5 USD telecom x Telecom Sean Boe aA K m m m m m m m m m 55219438665 420994484518 _ ko SE 217287 sg 78 90 1 Ener gg The result listing shows the origination number the number dialed the destination location connect and disconnect times duration account and customer in the case of product usage
136. ion 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 that the customer dialed in order to reach your network The following column is only available for PSTN from Vendor connections Info Digits Info Digits is ISDN Originating Line Information sent by the gateway which allows accounts to be billed depending on where the call is originated from Simply associate the corresponding tariff with any OLI in Accessibility Please note that the gateway should be configured to support OLI The following column is only available for VolP to Vendor connections Remote IP IP of the remote gateway The value in this field should be in one of the following forms IP address e g 23 45 67 89 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 prefix based connection matching specify a value in the form PREFIX NNN where NNN is the actual prefix For example PREFIX 34567 The following column is only available for VolP to Vendor or PSTN to Vendor connections Hide CLI Describes how outgoing calls for which privacy has Mode been requested by the caller should be displayed to the vendor e Clear caller info
137. iption Outgoing inbound SIP calls for retail customers Included Route Categories Profit Guarantee IVi Send real time alerts about calls with losses Choose only routes which guarantee profit Minimum Absolute Profit 0 03 USD OR v Minimum Relative Profit 10 Round robbin between routes with cost difference under 0 01 USD If you switch off the profit guarantee in PortaBilling it is possible that your carrier will charge you more than you have charged your customer Sometimes these situations can arise even with profit guarantee switched on e g when a random surcharge was not triggered or if you charged your customer for just a few seconds but were charged by a vendor for a full minute due to different time rounding increments Such events can occur from time to time in any system but it is important to constantly monitor them and take immediate action if they start to appear frequently Send Real time Turn this option on in order to receive real time Alerts about email alerts whenever a customer with this routing Calls with plan assigned makes a call on which you lose money Losses Choose Only When calculating a routing list for a customer with Routes Which this routing plan compare the price used to charge Guarantee the customer with the termination cost of each Profit vendor If the vendor s costs are higher than the customer s rate exclude the vendor from the list see note below Mi
138. ity 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 to meet your own needs and to provide a hosting environment which is appropriate for the choices you have made within the payment processor amp The E Payments Log button in the toolbar allows you to access information about credit card or direct debit charge attempts for the whole environment Please see section E Payments Log for further details 2000 2007 PortaOne Inc All rights Reserved www portaone com 20 PORTA Billing100 System Management Access Levels Introduction to the ACL System Different types of users have different responsibilities within the billing system Some users may not be allowed to use or see certain portions of the system To this end PortaBilling supports the concept of Access Control Lists ACL ACLs allow the PortaBilling100 administrator to decide for example that a particular sales representative can look at customers data but cannot create new customers ACLs allow you to co
139. ll product names mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 PORTA Billing 100 PortaBilling100 Web Reference Table of Contents Docent ODIS CUVE EN A TEE Tere 5 How to Get Technical ASSIStanCe mmvvvvevesesesesesererevevevevevevevevevevererererevererern 5 Hardware and Software Requirements uu cece cece 5 1 Introduction eeeeeeeeeeeeeeeeeeeessressssseeeeecccccesssssssssssseeeeeeeeessssssee 6 PraleN 8 EFN nn 9 2 System Management uuaqaqaqqqqaqqs s sssssssssssiitte 14 Soano a ES vv Ee ere PET 15 Access Levels nnnmnvnvssvvsssseseeseeeiissseeeiieee 21 EE NNN 27 MEG LE Aven 32 NNN 32 Tn 5 EE EE ee NEO 33 NENNE 40 PEN 42 SS IAIN MOTOS SS assess ace cesses E EAE E 46 3 Nero sen 49 NO sect E A atisg ee acct a oc ete sce eee eee eects 50 RENN 53 FP 54 TDN 57 P Phone Profiles pen ne 58 IP PON 0 101510 10 aea E E E seenecureieoseatsosatees 59 4 Adjusting Billing Parameters cccccccsssssssceceeessssees 61 Me 62 EXchang Rates EEE EN 64 EEE EEE 65 Volume Discount Plans rrvevevevevevevrrsvrrerersrersrererevsrsrsssesesesesesesesesesesesesesesesesesene 77 SUDE CADUN 2 GENE 82 Pl 42244444 85 MEN 89 So SE ore ree ever or 92 ey JOE EE NR Ne 96 Customer Management jsccceseacesdiesnsccucsceusaosesssiosepeeisec
140. ll types of operations with read write destinations except for manually specifying a operations on country during upload If Admin uploads a new Destinations e g destination the system chooses the appropriate Admin country automatically using the longest match from the available destinations all other types Read only Destination Upload Download Procedures Upload The CSV file header contains the following fields Action Prefix iso_3166_1_a2 Description 2000 2007 PortaOne Inc All rights Reserved www portaone com 43 PORTA Billing100 System Management Action Add or delete encoded as and or add and remove Note Only unused destinations that do not appear in the Rates table can be deleted If the action is and the prefix is already in Destinations then the update action will be performed Two letter ISO Value to be stored in Destinations iso 3166 1 a2 Country Code Note Ignored if the uploader is not Root or does not have Use country code during upload in his ACL in this case the system chooses the appropriate country automatically using the longest match from the available destinations If the Country property is not applicable then the value must be encoded as N A If the field is empty and the uploadet s access level is Root then the system chooses the appropriate country automatically using the longest match from the available destinations Value to
141. lls for of accounts of this customer simultaneous calls Set CLI to For outgoing calls always override the CLI ANI value Account ID supplied by the IP phone with the username value used for authorization This is done to prevent service abuse via CLI ANI number spoofing Set CLI to For outgoing calls in the IP Centrex environment off Centrex net destinations set the CLI AND number to the specified value This is typically done so that calls between extensions within the IP Centrex environment IP phones of this customer will carry the caller s original CLI while calls to PSTN numbers will display a reception switchboard number as the CLI Hide CLI Remove CLI ANI information for outgoing calls 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 08 PORTA H Billing100 Adjusting Billing Parameters Enable call parking for this customer s IP Centrex Park Prefix Only appears if Call Parking is activated allows you to specify a key combination to park a call Release Only appears if Call Parking is activated allows you to Prefix specify a key combination to dial from the original phone which parked a call in order to remove the call from parked status and continue the conversation Voice VPN Charge calls between IP phones in this IP Centrex according to a special pre defined rate rather than using the destination phone number to look up the rate Voice VPN For incoming calls from phone
142. lose CDRs G accounts Logout Blog Customer Name EasyCall Ltd Opening Balance 0 00000 USD Blocked Fi Retail Type Address Info Additional Info Payment Info User Interface Periodic Payments Call Features Abbreviated Dialing Abbreviated Number Length a Edit Abbreviated H To Dial Balance 10 00000 USD Customer Class Enterprise Subscriptions Notepad Description SIP Delete L 188 189 709 750 777700088 777700089 1877916691709 16045673918 E E Ei E Gerard s Office Linksys Amanda s Office Linksys Amanda Lee Johns Gerard Johansen Q To add a new abbreviated dialing number click the H Add button and enter the following information Abbreviated SIP Description The number the end user will dial on his phone extension number The number that the call will be forwarded to You may enter the ID of one of the customer s accounts use the icon for a pop up window where you can see all of them or any phone number If you leave this field blank then the abbreviated number is considered to be a direct number or dial as is This is useful for making sure that special numbers e g 112 are never converted by other translation rules Note Phone numbers must be entered in the E 164 format Description of this abbreviated number e g Andrew s IP phone If to Dial represents the ID of on
143. mmerce charge and e commerce refund for customers with such a payment system Only a make payment operation from customer account self care is supported in such cases Also the recurring option periodic payments is not supported and therefore should not be enabled 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 g PORTA Billing100 System Management payment method assigned to the currency USD However you can assign both a system with VISA as the allowed method and another with MasterCard as the allowed method to the currency USD Similarly you can assign one system with VISA to the currency USD and another with the same method to the currency EUR Test Mode is a special mode of interaction with the system It is useful during the initial setup phase when a merchant may want to test its setup without processing live card data What is a Payment Processor A payment processor is a real time transaction processing system that functions as a payment service using a secure transaction server on the Internet Merchants with a valid merchant account at an acquiring bank payment system can use this system to submit authorize capture and settle credit card or eCheck transactions without the need for a separate transaction terminal Payment System Basics This section is provided for information purposes only The terms and conditions of your payment system are subject to agreement between you and your ba
144. n the date and time in the previously set up format Date Time format strings are composed using specifiers that represent the values to be inserted into the formatted string In the following table the specifiers are given in upper case Formats are case insensitive MM MON MONTH January Full name of the month December YYYY HH HH24 HH12 0 12 12 hour time format requires AM PM Specifier MI SS PM AM PM AMM separator can be any symbol except for letters and digits or may be left blank Current Release and Build information In the bottom left corner of the main menu screen you can see information about the maintenance release and build of the software currently installed e g MR15 2 means Maintenance Release 15 and Build 2 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 3 PORTA Billing 100 System Management 2 System Management O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 4 PORTA Billing100 System Management Company Info The Company Info screens allow the administrator to maintain corporate information relating to your business This data will be included on reports such as invoices a kA Edit Company Info gt E sive i saveaciose cose Logout tog Contact info Legal info Report info Payment Systems Company Name PortaOne Inc Address 902 2181 W 8th Ave Vancouver BC VEM 1R8 Cou
145. ne adaptor or SIP phone Effective Date and time when the profile becomes effective From Managed By Administrator only default means that this profile will be used for your direct customers and is accessible only to your administrators Select a PortaBilling reseller to assign this profile for use by a particular reseller Indicates that the current profile is no longer in use Short text description of the profile Delete The delete icon is only visible when the current profile s effective date has not arrived yet Add Profile mode As copy of Similar to templates a user can create new profiles using previously created ones so there is no need to re enter a large amount of information Effective Set the time when the profile is to become effective From Click the stopwatch icon for the profile to become effective immediately In Edit mode the Profile Management screen will differ depending on the UA IP Phone Inventory The IP phone inventory allows you to keep track of IP devices SIP phones SIP ATAs etc which are distributed to your customers You will assion a profile that defines general configuration settings for each device preferred codecs address of the SIP server etc You can then assign a specific account basically representing a phone number to a specific port phone line on the IP phone PortaBilling will create a config file for auto provisioning all of these devices thus allowing you to
146. neration payment is expected Comma separated list of numbers each number represents a number of days prior to the invoice due date when a notification regarding an unpaid invoice should be sent For instance 14 7 3 means that the customer should receive a notification 14 7 and 3 days before the due date Obviously if the customer pays after the first notification no further notifications will be sent Leave this field empty to disable notifications completely Comma separated list of numbers each number represents a number of days after the invoice due date when a notification regarding the overdue invoice should be sent For instance 0 7 14 means www portaone com 97 PORTA Billing100 Adjusting Billing Parameters that the customer will receive a notification on the due date and then 1 and 2 weeks later Obviously if the customer pays after the first notification no further notifications will be sent Leave this field empty to disable notifications completely Re collect Comma separated list of numbers each number Intervals represents a number of days after the invoice due date when an attempt should be made to charge a customer s credit card for the invoice amount due For instance 0 3 10 means that PortaBilling will attempt to charge the customer s credit card on file on the due date and then 3 and 10 days later Obviously if one of the charge attempts succeeds no further attempts will be made Leav
147. nfig file is specific to each user agent since it contains information such as username and password and so the user agent must fetch his own designated config file E 4 IP Phone Profiles E add amp Close B Log gt GBaddfQoose tout Bog E Effective From Hame Managed By nw am bur va Hame Type Effective From Managed By Discontinued Description Delete Cisco ATA 186 Cisco ATA 186 03 30 2006 07 13 04 45 16 Administrator only T X Sipura 2000 Sipura 2000 2006 10 04 09 27 30 BestDeal Reseller E 4 Add IP Phone Profile fe E save fel seven se aise fi tooo Name SPA 941 Managed By Administrator only Type Linksys SPA 941 As Copy Of None vj Effective From Date immediately YYYY MM DD Time HH24 MI S5 E 4 IP Phone Profiles Fe E save fa Saver ce ase Ne Name SPA 941 l Effective From Type Linksys SPA 941 Date immediately vYYY MM DD Description Time HH24 MI 55 Managed By Administrator only Discontinued Provisioning Regional Line 1 Line 2 Provision Enable yes Resync Periodic 3600 Profile Rule key B http PB SLAVE SERVER A MA fa GPP A flew Ooo GPP B fascii key ORRE Upgrade Enable yes Upgrade Rule 2000 2007 PortaOne Inc All rights Reserved www portaone com 5 g PORTA Billing100 Networking Profile list mode Logical name of the profile Telepho
148. nfo and Self Care Info The information on the top of the form is required Information on all the other tabs is optional and need not be provided when creating the customer Once created the customer cannot be changed from a retailer to a reseller or moved under another reseller Customer Defines the customer name as it will appear in the Name PottaBilling system This is distinct from the Company Name field in the Address Info tab Blocked Blocks a accounts of this Customer Currency The currency must be specified by selecting it from the drop down list of available currencies Once saved the currency cannot be changed Opening The starting balance for this customer Balance This can be either Reseller or Retail The customer class assigned to this customer Class Address Info The Address Info tab provides most of the commonly required contact information The Send Statistics select menu is worth mentioning The default choice is Full Statistics whereby the customer receives an e mail after the billing period is closed with an attached CSV file containing all the calls made by his accounts If invoices are being generated for this customer an invoice will be attached to the e mail as well The CSV file containing all calls may be rather large so it is possible to use the Summary Only option In this case the customer receives only a brief summary e mail Finally it is possible to turn off e mail statistic
149. ng The report is being currently produced Suspend Allows you to temporarily disable report execution but not delete the entry from the report schedule This may be convenient if you ate leaving for vacation and would like to avoid having reports piling up in your inbox during your absence NOTE Start Time specifies only the preferred start time for the report Report execution will not start earlier than the specified time but it may start later if there are some other conflicting tasks at the specified time For instance if two reports are scheduled to be executed at 06 00 only one of them will start at that time while the other will start only after the first one has finished Reports Tab This tab allows you to browse results for the ten previous report executions Thus if you did not save the original result you do not have to run the reports over again Click the i icon to see the corresponding file 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 47 PORTA Billing 100 Statistics E Edit First Dial MP countries query gt tel Save i Save amp Close E Rumer PO egout B tos Name Timezone First Dial MP countries merica Vancouver Report Type Most Popular Countries Query Info Input Parameters Output Formats Reports Notepad Start Time 2006 10 09 14 49 01 2006 10 09 14 48 01 2006 10 09 14 46 01 2006 10 09 14 42 49 2006 10 09 1
150. nimum Allows you to create a more ageressive profit Absolute Profit guarantee route selection the vendor s cost per minute must be lower than the customer s rate by at 2000 2007 PortaOne Inc All rights Reserved www portaone com 55 PORTA Billing 100 Networking least the amount specified Amounts are specified in your base currency Minimum Relative Profit Combination of Absolute and Relative Profit Parameters Round robin between Routes with Cost Difference In some cases specifying the amount of profit per minute does not yield the desired results e g for risky destinations such as Somalia you would like to get at least 0 10 per minute yet 0 10 on calls to the US is simply not feasible since you charge your customers only 0 05 minute In this case you can use a relative threshold so that for expensive destinations the profit must be high while for low cost destinations a small profit is acceptable You can specify that a route must satisfy both conditions i e both absolute and relative profit or at least one If you would like to share the load among several carriers where the difference in cost is insignificant e g carrier A charges you 0 023 and carrier B 0 025 specify the maximum allowed threshold for two carriers to be granted the same priority in LCR under PottaBilling allows at least two different price per minute values for rating potentially you can have an u
151. nk 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 yout payment system Such a bank has been certified by the Visa and MasterCard associations and can provide you as the merchant with all the services related to your payment system You must have a credit card payment system in order to use a payment processor for credit card transaction processing The payment processor system is separate from your payment system but it may be purchased at the same time from the bank or merchant service provider which is creating your payment system The merchant service provider normally does the following e Assigns you a payment system number e Sets up your payment processor account e Assigns you a login ID and password for use with your payment processor account e Acts as your main point of contact for basic issues regarding your merchant and payment processor accounts e Enables you to add certain types of credit cards to your payment system 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 g PORTA Billing100 System Management e If the merchant service provider is also your payment processor reseller it also activates the processing capabil
152. nlimited set of different prices applied within the same call when you use a rating formula However for comparison purposes only one specific value should be used PortaBilling uses the value of the Price_Next parameter for profit guarantee calculations In order for the profit guarantee to work properly when you use rate formulas to charge your customers make sure that you populate Price Next in the customer s rates with a meaningful value 2000 2007 PortaOne Inc All rights Reserved www portaone com 56 PORTA Billing 100 Networking Test Dialplan This screen allows users to test a dialplan for a specific telephone number or certain destinations at any moment in time Hw Test Dialplan gt cose ff i ogo m Date and Time YYYY MM DD HH24 MI SS 16045432345 Default v Phone Number Routing Plan Destination Country Description Price es Preference Huntstop Route to Vendor Connection Tariff British Columbia British Columbia British s Premium VolP Best SETE 0 25000 USD Premium 5 192 168 0 66 BestVoIP FENG Qualit MCI VolP 1 1604 CANADA gt Vendor 0 07000 USD Cheap 8 192 168 0 25 MCI Vendor CT Tariff Mera 2 1604 CANADA En Systems 0 08000 USD Economy 7 192 168 0 30 X Telecom X Telecom 3 1604 CANADA To test a dialplan type a number in the Phone Number field The search can be performed in real time select the 73 stopwatch icon or click the date input format link to set a date u
153. ntroduction The toolbar often also shows a list of available actions relative to the current page This toolbar acts as the equivalent of the File menu for the application i e the usual location for the Save Close and Add operations Delete an Object in the Database If you see the icon next to an object name in the list of objects this means it can be deleted from the system Note that only objects which are not used elsewhere in the system may be deleted For instance in the screenshot below the Mera Systems and Prepaid tariffs can be deleted whereas the rest of tariffs are being used by some product or connection Gi kA Tariff Management Name Currency Type Description Rates Delete Apollo SIP USD Routing US wholesale Mera Systems USD Routing Mera Systems x Prepaid Ordinary prepaid x SIP SIP Ordinary SIP SIP tariff 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 when configuring access levels for certain users in the system See the Access Levels section for more information Gi A Representative Management KIEL mete vont Managed By Search ET i Ga Initials Name E mail Managed By Status Delete OK Test Administrator only x a EH 8 a E E a NGF 2000 2007 PortaOne Inc All rights Rese
154. ntrol what users of your site can and cannot do Without such restrictions it is almost impossible to guarantee that users will see or change only the information that they are allowed to ACL Types An access level can be one of the following e Account e CC Staff e Component cannot be assigned to users used only as a building block to construct other access levels e Customer e Representative e User access level for users of the admin interface e Vendor These levels are composed of permissions and optionally other components permission is the lowest level of access control resources It contains a set of permissions that are granted when using a component The difference between a User ACL and other types is that a User ACL will appear as an Access Level when creating a new user or modifying an existing user s details 2000 2007 PortaOne Inc All rights Reserved www portaone com 51 PORTA Billing 100 System Management oD A Add User gt Tied save il save clos owies togost Address Info User Interface Life Cycle Mailing List Login New Time Zone Europe Prague Password i Web Interface Language en English Access Level EE v Admin Bookkeeper dHelpdesk No access Rani 2003 12 31 Test Time UM Admin User Defined Date amp Time YYYY MM DD HH24 M1I S User Defined Input Format Date rrry MM DD
155. ntry CANADA Phone 1 866 SIP VOIP Fax 1 866 SIP VOIP contact portacne com Vi portaonescorm Contact Info The information provided in the Contact Info tab is typically used on reports as the primary point of contact for your vendors and customers This information is the same as that which appears on your letterhead and business cards for example Company The conventional form of your company s name For Name example EasyCall Inc Address Street address of the company The country may be selected from a drop down list Phone Primary telephone number for the company 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 customers Web address of the company O 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 5 PORTA Billing 100 System Management Legal Info Li 4 Edit Company Info gt E seve i saveaciose coe B Logout E tog Contact info Legalinfo Report info Payment Systems Mame Porta Software Ltd Address 902 2181 W 5th Ave City Vancouver Province State BC British Columbia se Postal Code vem irs Country CANADA The Legal
156. o run the query and immediately see the result in your web browser Query Info Tab Send Report To If this check box is ticked after every query Owner execution the user who executes the report will receive a copy of the report result by email Make sure you have defined your email address in the user settings Send Copy To Send a copy of the report result to another email address General description of this report 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 4 4 PORTA Billing 100 Statistics Input Parameters Tab The contents of this tab are based on a particular report and allow you to manage report parameters e g for Most popular destinations you are able to specify the date range and customers For input parameters which contain date time values there are two methods of entering values e You can type in a specific value e g 01 Jan 2007 this value will always stay the same for any report execution e You can specify a moment in time as an offset from the scheduled report execution date For instance you can set up the Customer s most popular destinations report to run every night at 5 am and specify that it should cover an interval from 21 hours to 10 hours prior to the report time As a result you will always receive a report that includes calls made by the customer during business hours on the previous day Parameters may also be populated automatically with
157. o view rates depending on their Effective From date or Destination The Effective From drop down list allows you define whether only current rates Now or all rates ever used gt Now will be shown To edit an existing rate click the E Edit icon next to it to copy rate details into the form Note that if a tariff contains peak and off peak rates there will be two rows of fields the top one is for peak rates and the bottom one is for off peak rates Usually you will enter rate data for each destination separately However if the tariff has a Destination Group Set defined by clicking on G in the Destination column header you can switch into Destination Group mode Now you can enter a destination group name e g UK Mobile instead of a prefix and the system will automatically create rates for all of the destinations in that group 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 Next interval Next billing unit in seconds De mame pee fe ea Oe mine pre een al Off peak First billing unit in seconds for off peak time First interval 2000 2007 PortaOne Inc All rights Reserved www portaone com 72
158. ogout E tog gt ABCDEFGHIJKLMNOPQRSTUVWXYZ Country Subdivision Description Delete UNITED KINGDOM Mobile UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile x ac ae oe Lod Lod Lod Lc Lee Lod Name Service type name currently this is the only column which can be changed by the user Base Unit Abbreviation for units in which service use is measured your network nodes will report values to billing in these units Billing Unit Abbreviation for units used to calculate service charges You will use these units to specify your rates and usage details in xDRs will be presented in these units Billing Base If billing units are different from base units this Ratio parameter defines how many base units make up one biling unit for instance 1024 bytes makes 1 kilobyte This parameter is extremely important as it affects calculations in all xDRs for this service If you decide to deploy a new service with a different ratio between units e g 1 kilobyte equaling 1000 bytes a new service type must be created before you attempt to do any further configuration 2000 2007 PortaOne Inc All rights Reserved www portaone com 41 PORTA Billing100 System Management Destinations Destinations are a list of all possible phone number prefixes to be used in your system
159. ories into which you can divide your available routes To create a new category select Add from the toolbar kA Route Categories Scr Gl savercore 8 coe 9 Logout tl Edit Hame Description Delete Cheap routes average quali E L a kA Route Categories p gt E a Gl sovencore 8 cle Logout Description Economy Cheap routes average quality Name of the route category This is the name you will see in the select menu when assigning a route category for the rate Description A description of this route category If you do not wish to define any custom route categories the Default route category is always available 2000 2007 PortaOne Inc All rights Reserved www portaone com 53 PORTA Billing 100 Networking Routing Plans routing plan is a combination of route categories in a specific order It defines which categoties of vendors will be available for termination and in what sequence EH Routing Plans p gt Badd close ff i togout tog Hame ems Hame Description Route Categories Included Delete He Add Routing Plan Description Use low cost and normal routes only Included Route Categories Profit Guarantee Edit Order Route Category Description 99 Default Default category After a routing plan has been created you can specify which route categories will be included in it To add a new route category select l
160. ount after a call has been placed and to print receipts for services provided When a user wants to place a call the operator clicks the Start Timer i icon which automatically unblocks the account After the call when the user is ready to pay the operator clicks the Stop Timer icon and the Print Receipt icon appears Clicking this icon will initialize the receipt pop up NOTE Callshop features are not available for accounts of direct retail customers In order to enable these features for accounts of a reseller s sub customer both the reseller and the sub customer must have Callshop enabled on E Payments Log This form is not directly accessible from the main menu since it should be accessed in the specific context of e the whole environment accessible from Company Info this allows you to see charge attempts for any direct customer e a specific customer accessible from Customer Info this allows you to monitor charge attempts related to a particular customer Adjust the search parameters to see a list of all transaction attempts by default only transactions for the current day will be displayed so the values in the From To fields may need to be changed and then press the Search button 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 95 PORTA H Billing100 Adjusting Billing Parameters E Payments Log Erom savner E To mmsenoo E test Mode Piyer Synhers Payment Statu
161. ounts Access to the account info sear Access to account s self care in Dialing rules full access vi 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 ACL Subsystems In some cases the same object and attribute can be interpreted differently according to the context For instance a reseller can access his own customer information or information about his sub customer Although in both cases he will work with the same physical fields in the database he needs to have fundamentally different sets of permissions This is accomplished using subsystems in the ACL definition In this example there would be two ACLs defining applicable operations with the Customers name attribute or other attributes of a customer One of these ACLs will have the subsystem PB100 defining access in a global context i e the reseller s access to his own information The other ACL will have the subsystem Sub customers which defines the reseller s access to information about his sub customers Access Level Mana
162. plan to this account When a new account is created it will be assigned by default a discount plan associated with the account s product Life Cycle Tab The date from which the account is usable 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 lifetime days If you do not want to use this feature leave the field blank The date when the account was created The date when the account was in use for the very first last time Specifies the last time the account was recharged using a voucher either via the self care page or IVR User Interface Account login for the account user interface Click the Account ID button to make the login identical to the Account ID User interface password for the account Access level assigned to the account Time zone for the account Displays the account user interface in a particular language Call Features Tab You have the option of expressly specifying the value of a given parameter or using the Customer default option In the latter case this 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 g PORTA H Billing100 Adjusting Billing Parameters parameter is assumed to be the value defined in the customert s configuration
163. plifies troubleshooting VoIP The password which will be used for remote IP Password authentication of calls originated on this node If you are using the Cisco default 2000 2007 PortaOne Inc All rights Reserved www portaone com 51 PORTA Billing 100 Networking app femote ip authenticate enter cisco here NAS IP The IP address of the node Address Hostname The internet hostname without the domain Domain The internet domain which the node is operating in Auth Transl The authentication translation rule used to transform a Rule dialed phone number into the E 164 format used in PortaBilling Manufacturer Choose Cisco Quintum PortaOne or another from the drop down list depending on the manufacturer of the equipment Type Select what role the node plays in the network from the drop down list The options are as follows according to Cisco naming conventions vorP GW the node functions as a gateway H323 Gw the node is an H 323 proxy H323 GK the node is an H 323 gatekeeper PortaSIP PortaSIP server PortauM PortaUM server MVTS Mera Networks VoIP Softswitch Note that only types applicable to the chosen manufacturer will be shown RTP Describes the NAT traversal capabilities of this node Proxying e Direct RTP stream should be send directly to this node RTP proxy should not be used Optimal this node is capable of NAT traversal no RTP proxying is required unless specifically
164. r an account should be granted exclusive free calls i e calls to which a 100 discount is applied these calls do not affect the customer s counters See the PortaBilling Administrator Guide for more details Discount Since the discount formula is complex you cannot edit Scheme it directly Click on the column header or the f tl icon in order to launch the discount definition wizard see the section 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 Discount Wizard gt E aaa fa save ed seven se eose O O oo Threshold min Discount Dele Unlimited 20 EE E 200 0 x 500 10 x Unlimited 20 Threshold The threshold value is measured either in currency units or time units minutes according to the type of discount The value entered must be numeric with a 2000 2007 PortaOne Inc All rights Reserved www portaone com 80 PORTA Billing100 Adjusting Billing Parameters period allo
165. r company who have a business relationship with you receive bills from you and pay to your accounts This may include both resellers and retail customers All Retail All retail customers this includes your own Mr een and those of your en company Reseller NNN Representative Search Advanced Search Only customers related to a specific representative Filter by name When you enter a value in the search field all customers who have the search string in their customer name company name or first last name will be displayed Allows you to specify complex search conditions see more info below The screen provides the following information and activities Mes ww Customer Management E Add amp Close Objects PE Logout amp Log gt E Add close Aobjets rtogout EM Log Type Representative Search Advanced Direct Customers search xDRs Name Accounts Subcustomers Currency Type Credit limit Balance E mail Status Delete O ABC Shuttle Ltd O callshop Owner O EasyCall Ltd E John Doe O Mary Smith O Raj Kumar O Reseller ABC Fe SmartNet USD Reseller 0 00000 sales shuttle abc com USD Reseller 0 00000 USD Retail 100 00000 77 81581 USD Retail 0 00000 USD Retail 0 00000 USD Retail 0 00000 USD Reseller 0 00000 USD Retail 0 00000 O NONDHHAR Click the View e icon to go to the xDR view page Name The customer s name Owned By
166. r your customers or vendors but Cost Revenue Reports will be generated in this currency The value for this parameter is set permanently for the new environment and cannot be changed later Payment Systems The Payment Systems tab lists all existing payment systems and allows you to enter information related to payment gateways used to receive payments from customers Mei o we Edit Company Info Contact info Legalinfo Reportinfo Payment Systems Edit Name Processor Login Jogone Ogone AuthorizeNet test sea Assist BoA AuthorizeNet Bank Of America Beanstream BoV Cardstream eSec Link Point Moneybookers NetworklFinancial PayflowPro Payment Express SecureHosting SurePay TCLink TripleDeal WorldPay Invisible WorldPay Junior Password TE Test Mode Recurring Delete 4 4 4 4 4 4 4 4 a E Gu v A pres x 2000 2007 PortaOne Inc All rights Reserved www portaone com 17 PORTA Billing100 System Management One or more payment systems may be utilized for electronic payments In order to make use of these services you must first register with one of the currently supported merchants as shown below VirtualNet www vitalps com Assist wwwaassistru gt SecureHostino www securehosting com To add a new payment system click Add and enter the Account Name Login Password and Merchant in the edit row at the top of the listing Choo
167. rd which will be used to authorize every outgoing call from your network to this vendor Here you can enter information about such accounts so that they can be provided automatically by billing to the SIP server Hw Edit Vendor gt E add Save il Savea cose close cone 3 connections 99 Logout E tog Vendor Name MCI Vendor E Opening Balance 0 00000 USD Balance 0 00000 USD Additional Info User Interface Accounts Notepad Edit Name Login Password Delete E Jim Turner jimvoip EREET E EEEE 2 Paul Allot pallot Connections Definitions Network VoIP network one or more VoIP entities that belong toa single operator Connection Point of change of network ownership Defined as a set of physical and logical parameters i e IP Port Timeslot Call Type Call Direction etc 2000 2007 PortaOne Inc All rights Reserved www portaone com 92 PORTA H Billing100 Adjusting Billing Parameters 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 an xDR for the vendor the other operator describing our costs Also if this was an outgoing call we will create xDRs for both the account and the customer The Connections Manag
168. refix outside prefix or direct number e g 911 for a customer s IP Centrex environment i 4 Edit Customer gt td save fl Save amp close amp close EI cons G accounts om togene E tog Customer Name EasyCall Ltd Opening Balance 10 00000 USD Blocked OD Balance 10 00000 USD Type Retail Customer Class Enterprise v Address Info Maintenance Additional Info Payment Info User Interface Call Features Abbreviated Dialing Subscriptions Notepad Max number of simultaneous calls Enable Dialing Rules v Set CLI to Account ID No v Set CLI To Centrex Load Sample Zales pe Hide CLI No v Your country code 1 Call Parking Yes Your area code s 425 Park prefix ot Always dial the area code as a part of the number OD Release prefix Prefix for accessing the outside phone network Voice VPN No F Prefix for domestic calls but outside of your area code e g 1 0 1 Voice VPN Distinctive Ring ra a International dialing prefix e g 011 00 0011 011 Legal Intercept PE Emergency numbers e g 911 112 911 l n Exceptions e g 98 411 First Login Greeting No v Ss Local dialing number length Music On Hold No Frills Cumbia c 2001 Kevin IV Convert ANI CLI for incoming calls into this dialing format F Description Max number Only allow a specific number of concurrent ca
169. rom Bottom NOTE Envelope 9 9903 3 7 8 x 8 7 8 is QuickBooks compatible 3 7 8 x 8 7 8 9 13038 Envelope Formats Europe 114 x 162 A4 folded twice A6 110 x 220 A4 folded twice 1 3 A4 C6 C5 114 x 229 A4 folded twice 1 3 A4 162 x 229 A4 folded once A5 229 x 324 DIN 680 specifies that a transparent address window should be 90 x 45 mm in size and the window s left edge should be located 20 mm from the left edge of the envelope For C6 DL and C6 C5 envelopes the bottom edge of the window should be 15 mm from the bottom edge of the 2000 2007 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing 100 System Management envelope For C4 envelopes the top edge of the window should be either 27 or 45 mm from the top edge of the envelope Keyboard Shortcuts Zo hore Move objects with grid size increments Ctrl arrow Use to scale table cells or images with current grid size key increments cell editing mode Ctrl A Selects all objects in the Template window if nothing is selected or selects all text in an active table cell Ctrl C Copy selected text Ctrl V Paste clipboard text starting from the current cursor position Cut highlighted text Change selected text style to talc Change selected text style to Bold Change selected text style to Underline Hyperlink selected text opens hyperlink editing dialog OW Netscape or Mozilla u
170. rved www portaone com 10 PORTA Billing 100 Introduction i 4 Representative Management gt E Add close Objects sd Logout B tog WebForms Representatives Representatives i_customer Representatives Managed By Search ure wl Ga Representatives initials Representatives name Representatives email Representatives i_customer Representatives Representatives Initials Hame E mail Managed By Status Delete OK Test Administrator only x Sorting Tables T Connect Disconnect Duration On 5 Ac Time Time minsec atch 24 Aug 2002 24 Aug 2002 0 00 01 35 35 st eet l atch 23 4ug2002 25 Aug 2002 Spal dei ep eine This feature is available for all x DR browsers in order to sort the displayed information according to different criteria where necessary The table header cell with the orange triangle shows the sorted row 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 e
171. s Gazer zo On rey ear ANY y iNT kl ANT hl Pages 1 Tolal 2 D7 Bale Tine Customer Accounl Amount Currency Pemeni Method Payment System Temi Falun AF ASnandd 165618 amp al Parting i Usp FES 1 iioa PY Pehed D fis Succended mo msHANdIT1I574R 2 FYR SKP Calle i USD E anomena W Tastfeor ssor Gs Suersadad ag DSNAnddT 135242 ES Cane a USD E aooreeemort VG TesProtessor un Succeeded Th O5Ha00T 135534 EVE SP Calls ar LAG ai iiaii ej TostFrocossor ee Succeeded 7h o5HQO0T 195619 Cel Parking 1417 USD BSE ea JchadskoutDD us Suceaaded TT banaita amp Cal Parking 223 USD E ido WY 26hedouDD jus Succeeded 16 Opnar 121702 Gal Paing 223 USD FR vasse PR hek DD fam succoaded 75 D5M NON 130602 amp Cal Parking 223 LSD ERJ user F JcheckoutDD Gus Succaaded 74 paiar 115114 amp Gel Parking 54 56 LED an zT E acheskoulD 49 Succeeded T3 OSNG200T 115030 amp Cal Parting 2448 Leo E oc a ICheckiutGO fun Succeeded 72 BAGN 114846 Gad Parsing 5456 USD FRY oaii FG deheckdut DO Falod 7 DSA NOIT ee Cal Parting 0 USD D iew 14 TastProcassor Gus Suecaadad TO DSNGNddr 114535 amp can Parking 13313 USD E iam Wi TesiProtessor gm Authorized G OSNO200T TELET amp Cal Parking 12313 LSD BRAY 1x FG 26 haerkdut DD Failed G OSHOIOOT AAT Call Paring 133 USD EJ none F Checkout OD Falad BT parwa 114401 Gel Parking 1213 L D ep Tee ey JE heskdul DD Faled a OSI00T 114344 Gam Parsing ven R ecco F 2CheckOut DD Falud 64 OSWI00T 114244
172. s by choosing the Do Not Send option Also note that you may enable your account manager to receive a copy of every e mail sent to the customer by entering his e mail address in the BCC field Maintenance The Maintenance tab allows the administrator to correct a customet s balance this tab is only available in Edit Customer mode 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 PORTA Billing 100 Adjusting Billing Parameters E 4 Edit Customer lel Save fel Save amp Close amp Close CDRs Accounts P Logout B Log gt tel Save fl Save amp Close amp Close cors Accounts frtogout Eog Customer Name EasyCall Ltd Opening Balance 0 00000 USD Blocked OD Balance 10 00000 USD Type Retail Customer Class Enterprise vi Address Info Maintenance Additional Info Payment Info User Interface Periodic Payments Call Features Abbreviated Dialing Subscriptions Notepad Action Manual payment v Action Description redit customer balance Use this when receiving a payment from the Customer A Manual Amount 29 99 USD ayment will allow the customer to make more calls Visible Comment Manual payment Internal Comment Action Manual Charge Debit increase the customert s 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
173. s engage RIP proxy so that no direct media stream goes to it Account Defines which username password should be used for authorization of calls via this connection Translation Rule applied to convert a number from a vendor Rule specific format into the unified format used in billing Click the wizard icon to launch the Dialing Rules wizatd click the test icon to pop up the Test Rule window Outgoing If necessary a recetved number can be modified before Rule sending it to the vendor for example if a tech prefix is required This is only applicable if the node which routes the call retrieves routing information from PortaBilling e g PortaSIP or MVTS This will be filled in automatically if you use the Dialing Rules wizard CLI Translates the CLI AND to a vendor specific format Translation when routing a call to the vendor s network Rule Tariff The tariff used to calculate the cost of terminating calls via this connection A logical description of the connection Capacity The number of simultaneous sessions the connection can support This parameter is used only to correctly scale the load graph for the connection not for actual call handling this is done by the gateway itself Click to remove the connection The following two columns are visible only if you are using multiple protocols in your system and have the ShowConnectionProtocol feature 2000 2007 PortaOne Inc All rights Reserved www portaon
174. s not matter whether it starts within the off peak period or not e Or the off peak rate will only be used if the call both started and finished during the off peak period In this case any call which partly extends into the peak period will be charged at the peak rate To evaluate your work look at the top text area The following text should be displayed From 6 00pm until 6 00am any day of any month OR Sunday and Saturday of any month OR 1 of January OR 24 26 of December If the definition is correct click the Finish button Test the Off peak Period If you are unsure whether you have created a correct off peak period definition you may use the test utility to check if a specific moment in time fits into the period or not In order to run the off peak period test l TEST e either click the icon in the tariff information window or use the Test Period button on the last page of the off peak period wizard Test Period gt W save al save amp ciose cose Date and Time i YYYY MM DD HH24 Ml Period startstop hr 1 6 Period Description From 01 00 until 07 00 O 2000 2007 PortaOne Inc All rights Reserved www portaone com 69 PORTA H Billing100 Adjusting Billing Parameters Now simply enter any time date and click the Test button to check whether this moment fits into the off peak period definition Web Upload Download Choose appropriate templates for web upload download of
175. s not yet zero the account is basically unusable and the customer will probably never use it The administrator is interested in how many accounts are in this state i e how many accounts are depleted Account Which ACL should be assigned to new accounts created Default ACL with this product Default Discount Which Discount Plan will be used with all the product s accounts by default 2000 2007 PortaOne Inc All rights Reserved www portaone com 96 PORTA Billing100 Adjusting Billing Parameters mm 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 TT Maintenance Fee In most cases you will use subscription plans rather than maintenance fees to apply periodic charges to your customers E 4 Add Product mms too Product Name SmartCall Prepaid E Currency USD US Dollar Managed By Administrator only vi General Info Maintenance Fee Period Weekly vi Fee 0 05 E Effective From p YYYY MM DD immediately Period Defines how often to apply the maintenance fee The maintenance fee will be charged on the first day after an account is used for the first time or on the date specified in the Maintenance Charging option and thereafter according to a specified period e g every week Only defined when a main
176. s only so that they can be entered from a phone s touchpad Can be set as identical to the account ID or left empty to disable access to the account self provisioning interface Password Can be generated automatically or left empty to allow end users to login using account ID only Assigning an Account ID Choose Random if you want a relatively small amount of unpredictable IDs within a large enough range of possible numbers Please note that random means not only generated randomly but also difficult to guess therefore the ratio between the number of generated PINs and the number of total possible PINs should be sufficiently low For instance PortaBilling will refuse to generate 5 000 PINs with ID prefix 33333 and ID length 9 because in this case there are 10 000 possible PINs if we generate 5 000 actual pins there is a 50 chance of using someone else s PIN just by entering one wrong digit Thus in the example above the PIN length should be set at 10 or even 11 digits with a 5 or 0 5 chance of guessing the PIN respectively Choose Sequential if you want to generate a large amount of accounts at once In this case the first generated ID will be the number following the largest existing number within the range defined by the ID prefix and ID length the next ID will follow the first and so on For example if you specify 100 accounts with ID prefix 1 and ID length 4 and there are already thre
177. s within the IP Centrex Distinctive environment use a ring pattern different from the Ring default one Legal Intercept all incoming and outgoing calls of this Intercept customer for law enforcement purposes First Login When a new account phone number in this IP Greeting Centrex environment is provisioned and registers for the first time call this phone back and play a pre recotded voice message confirming service activation giving information about various available options and 50 ON Music On Defines the music on hold to be used with the IP Hold Centrex environment Choose None to disable this feature or select the default setting for the customer To upload your own music select a file on your local file system using the Browse button T o rename the music enter the desired name in the Music Name field otherwise the local file name will be used The uploaded music will replace the previous entry in the list and is usually enabled within 10 minutes By default a new customer will have dialing rules disabled This means that the system regards calls arriving from him as being in the E 164 format If you wish to define the way in which your customer dials phone numbers you can use the Enable Dialing Rules option This will allow you to enter various dial plan parameters such as an international dialing prefix or area code You may type your own number translation rules instead as Perl regular expressions if you select the Use
178. se one or several payment methods which will be used for payments made by these payment systems To edit an existing account click Edit and copy the information from the current row into the form above Save changes using the lal Save button A recurring payment allows customers to set up periodic payments on this payment system Payment systems with recurring payment enabled are indicated by the icon After adding the payment system it is necessary to assign it to one or several currencies in which payments will be processed using the chosen A payment methods see the Currencies section Only after doing so can this payment system be used for payments by customers and accounts defined in these currencies Please note that several more than one systems may not be assigned to the same currency using the same allowed payment method i e you cannot have two systems with VISA as the allowed Supported means that a corresponding Business OnlinePayment plugin module is available at www cpan org This does not guarantee that the module will support all the required features and some extra work may be required to integrate it into the solution and perform testing Please contact support portaone com for a current list of payment modules which have been thoroughly tested and work out of the box such as AuthorizeNet Payment systems with external authorization It is not possible to carry out manual e commerce transactions e co
179. sers may experience the lack of a movable cursor allowing them to select text from the keyboard in cell editing mode Press the F7 button to turn the edit cursor caret browsing on and off Users with a small screen resolution may enjoy the benefits of their browset s full screen mode Simply press the F11 button to switch your Mozilla Netscape or IE into full screen mode Service types Service types define which services you offer to your customers Each service type allows you to specify how information about service use is gathered which parameters are used to calculate charges and finally what the rates are for each service For your convenience we now provide a set of pre defined service types with all the required parameters Then you can easily change the service name to make it more descriptive for your administrators and customers Editing Service Types Online Choose the service type you wish to edit from the list by clicking the E Edit icon The content of the row is copied into the Destinations form 2000 2007 PortaOne Inc All rights Reserved www portaone com 40 PORTA Billing100 System Management above and the Save Edit icon esl appears in the first column Choose Subdivision from the refreshed drop down list and type in the Description if any Save your work by clicking the Save Edit icon He Destinations gt B Add fal save amp Close WH Download Wi Get default set upload PW L
180. served www portaone com g PORTA Billing 100 Introduction Common Features All of the functions available from the home page main menu are also available using the drop down menus Users Mailing List Representatives Templates Destinations Destination Group Sets The Home icon t on the left also contains a menu with shortcuts to all the other PortaBilling interfaces Admin Shortcut to this interface same result as clicking the Home icon Customers Customer Self Care interface CC Staff Customer Care Staff interface Accounts Interface for account owners end users Vendors Interface for your termination partners Representatives Interface for your sales agents or distributors The top right hand side of the interface provides users with the following information 1 The time zone where the current user operates Click on this link to select a time zone for your current session 2 Login name of the user currently logged in 3 Context help for the current screen Click this link and the Help window will pop up 4 Logout button Used to end the current session or when necessary to re login as another user 5 View Log This link is only available to users with corresponding access tights and where applicable Clicking it will open a window showing all logged activities performed on the current screen 2000 2007 PortaOne Inc All rights Reserved www portaone com g PORTA Billing100 I
181. sing the pop up calendar Next interval price for the given destination per minute Category section for more info Routing preference for this destination See the Call Routing section of the PortaBilling User Guide for more info routes with a lower preference will be ignored The node or remote gateway IP where the call will be routed Click the link to open the connection screen Tariff The tariff used to bill this call Click the link to open the tariff screen 2000 2007 PortaOne Inc All rights Reserved www portaone com 57 PORTA Billing 100 Networking IP Phone Profiles IP phone profiles and the IP phone 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 PortaBilling automatically creates a configuration file for each user agent using account specific parameters such as ID or password which it will then fetch for instance from a TFTP server and update If you decide later to change the address of the SIP server you need only update it once in the profile in order for new configuration files to be built for each user agent The user agents will then fetch them next time they go online The co
182. such as First interval Next interval Price First and Price Next can be specified per destination Connect Fee Free Seconds and Post Call Surcharge are defined on a per tariff basis and so are the same for all destinations in the tariff Managing Rates Online Managing rates online is very convenient for maintaining existing rate tables and for reference purposes In the case of new price lists or major updates the offline method is better 2000 2007 PortaOne Inc All rights Reserved www portaone com 71 PORTA H Billing 100 Adjusting Billing Parameters i M SIP Phone subscribers tariff rates FE Add fl Save amp Close 3 Tariff P Logout amp Log gt E add ll Save close tariff Logout B Log Effective From Destination Now WM Country Interval sec Price USD min m Effective From Edit Destination YYYY MM DD Delete Description First Next First Next i D HH24 MI SS Off Peak CZECH REPUBLIC Peak 0 142000 0 12000 2004 07 30 420 za Proper Off Peak 0 11000 0 11000 22 32 08 CZECH REPUBLIC Peak 0 11000 0 11000 2004 07 30 4202 Prague Off Peak 0 06000 0 06000 22 32 17 CZECH REPUBLIC Peak 0 23000 0 23000 2004 07 30 420601 Mobile Off Peak 0 20000 0 20000 22 33 09 On the Tariff Management page click the Rates icon for a tariff The filter at the top of the screen allows you t
183. t s currency VoIP The password used to authenticate any calls made using Password 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 Control Read only The sequential number of the account in the Number current batch Batch name and control number uniquely identify an account and are often used for prepaid calling cards Zeto Applicable only for debit accounts specifies when the Balance account has used up all of its available funds Date The opening balance for this account Balance The amount refunded to the account owner Non Call Charges not directly associated with calls the account has Related made for instance a maintenance fee or login fee Charges 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 6 Maintenance Tab Description Manual Charge The debit account balance in PortaBilling100 for instance if you are selling SIP PORTA Billing 100 Amount Visible Comment Internal Comment Adjusting Billing Parameters phones to a customer This means the balance will be changed so that the account is a
184. t Description on the invoice Subscription Specifies from which date subscription charges will Is Activated At the given start date the first billed day is the subscription start date At the account s first usage charges are applied only from the later of the subscription start date ot the account first usage date Activation one time fee applied when the subscription is Fee activated Minimum Time interval in months during which the subscription Subscription must remain uninterrupted so as to avoid penalties Period Early one time fee applied if the subscription is cancelled Cancellation earlier than the minimum subscription period Penalty Subscription Defines whether the customer is charged the full Charges subscription fee at the end of the billing period or if a Applied prorated service charge is applied on a day by day basis depending on the time the service was used during this period For example if the monthly subscription fee is 9 99 a progressively charged customer will be charged 0 33 daily and on the 10 day the subscription charges will total 3 33 Round A pattern that defines the rounding of the amount Charged charged for a billing period e g when the monthly Amount subscription amount is 10 00 but the service was only used for 10 days it is desirable to round the applicable charge of 3 33333 This pattern takes the form XX X000 An X to the left means that the digit s in
185. t screen to list all existing plans Add Edit a Subscription Plan To add a new subscription plan to the system select Add to go to the subscription plan creation screen An existing subscription plan can be edited by clicking on its name in the list i 4 Add Subscription Plan gt E sove i savexciose coe oe Name Traveller s Plus 3 Currency USD US Dollar Managed By Administrator only Invoice Line Description Traveller s Plus Subscription Is Activated Upon the accoantis first usaya i Activation Fee 0 USD Minimum Subscription Period 12 Months Early Cancellation Penalty 100 UST Subscription Charges Applied t the end of the billing period VW Round Charged Amount xxx KKOOD iA Description Traveller s Plus Managed By By default administrator only The plan can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web 2000 2007 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing100 Adjusting Billing Parameters interface Currency Indicates which currency is used for billing calculations All fee amounts in the plan are to be defined in this currency subscription plan can only be assigned to customers accounts and products using the same currency General Info tab Invoice Line The subscription plan name as the end user will see i
186. tariffs Read more about this in the Templates section E mail Upload Hie Edit Prepaid Tariff gt E asa E save I Savea dose close i Download Unload nates Test P Logout E tog Name Prepaid z Currency USD Type Ordinary General Info Web Upload amp Download Email Upload Notepad Edit Type From Key Template la csv_tarifi mydomain com 5dgdfg3sfd66 Test Template excel _tariff mydomain com gh7hgr88rtt92wg Default XLS Tariffs can be uploaded to the system from an e mail received with an attached document in either CSV or XLS format Edit Click the Edit icon to copy the current row in the form above for editing Uploaded document type either CSV or XLS file From Sender s e mail to prevent unauthorized access only trusted e mail will be allowed Security key tariff will be accepted only if the correct key is specified in the message s subject line or body Template Select a template to map information in the uploaded ms file using PortaBilling Read more in the Templates section Disabled Disable receipt of tariffs from this source Click the delete icon to remove this source NOTE Due to the security risk the processing of incoming e mails is disabled by default To reactivate enable e mail forwarding to the mail processing script in the etc aliases file on your slave server Rates Peak and Off peak Prices It is possible to have two
187. te Cat Preference Huntst First Next First Next Zi st Sf HH24 MLSS Peak Off Peak UNITED KINGDOM Peak Default 1 1 0 30000 0 40000 2006 05 10 446 Mobile Off Peak Economy 1 1 0 10000 0 20000 21 14 52 The following columns are available only for tariffs of the Routing type Route Route category selected from among those already Category defined If you do not wish to use different route categories use the Default one Preference Routing priority for this destination 10 is the highest 2000 2007 PortaOne Inc All rights Reserved www portaone com 73 PORTA Billing100 Adjusting Billing Parameters 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 for other vendors with a lower preference Click the lan Save icon to save your changes NOTE Off peak fields appear only if an off peak period has been defined for the tariff Call Rating Formula Wizard Because of the extreme flexibility of the call rating formula it has a quite complex syntax To avoid possible errors the call rating formula wizard allows you to design a call rating formula easily The top table allows you to edit rate parameters such as interval or price per minute directly below it the current formula is displayed read only and finally there are three tabs for managing different formula parameters Global o Do not
188. tenance period is set the amount to charge any account using this product according to the schedule defined by the maintenance period Effective Defines when the maintenance fee starts to be applied From 2000 2007 PortaOne Inc All rights Reserved www portaone com 97 PORTA H Billing100 Adjusting Billing Parameters Accessibility El Edit SmartCall Product Product Name SmartCall Currency USD ManagedBy Administrator only General Info Online Signup Accessibility Subscriptions Notepad Service Type 3 Hode Access Code Info Digits Tariff Voice Calls v LA GW Ol Y i i SmartCall 800 service call 800 service call from a pay station AIOD listed DN sent ANI failure coin or noncoin on calls using database acce CPE inter LATA restricted inter LATA restricted coinless inter LATA restricted hotel intercept blank intercept reqular intercept trouble multiparty line OUTWATS payphone using coin control signaling pots prison or inmate service private paystations private virtual network NOTE The Accessibility tab is invisible in Add New mode and will appear only when editing an existing product To add a new Accessibility entry 1 Ai J 4 dd Click the Add button Choose a Service Type Choose a Node where the service will be provided Type in the Access Code value if required and select the appropriate value from the Info Digits
189. ters 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 have described the numbering format correctly Make sure for all three examples provided local domestic and international call that this is the way you want to dial the numbers Abbreviated Dialing Here the customer may define a list of phone extensions for his IP Centrex environment plus create abbreviated dialing for external phone numbers The Abbreviated Dialing feature works with both SIP and H 323 with adequate support from either the SIP Server or Cisco TCL IVR A PortaBilling customer can set up dialing rules as an international prefix outside prefix direct number e g 911 or abbreviated dialing for his accounts NOTE To be able to add extensions abbreviated numbers you should enter the maximum length of anticipated digits e g 3 in the case of 123 like numbers in the Abbreviated Number Length field 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 1 0 PORTA E Billing100 Vl amp i Ge Adjusting Billing Parameters Edit Customer gt 0 add i Save amp C
190. tions of this customer assigned either directly to a customer or to one of his accounts Defines the frequency of invoicing for this customer Defines the invoice template for this customer Choose Customer class default in order to apply the invoice template defined for the class and so avoid defining an invoice template for each customer specifically See the Templates section for more information Assigns a representative to this customer See the Representatives section for more information Customer s tax ID Defines whether callshop features timer receipt etc are available Not available for direct retail customers To use the callshop functionality with accounts of a particular sub customer you should first enable this option for the reseller then enable it for the sub 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 4 PORTA H Billing100 Adjusting Billing Parameters customer as well Creation Date The date and time the customer was created read only Payment Info The Payment Info screen defines customer payment characteristics In addition to customary payment information e g preferred payment method credit card number there is also a Credit Limit field If left empty no credit limit is enforced Otherwise if Radius authentication is enabled calls exceeding the limit can be denied Also if a Balance Warning Threshold is defined and the customer balance reaches this value defin
191. tistics for the first half of the month 5 Click this icon to download statistics for the second half of the month 6 The number of the week in the current year No report was generated for this week so there is no link 7 Same as 6 but here a report has been generated and may be downloaded by clicking the link 8 The day of the month No report has been generated so the link is inactive 9 Days with linked reports are bolded and underscored Click to download the report If a report is available the corresponding link is bolded and underscored NOTE Links are not displayed if reports have not been configured System Load The System Load graph provides a general overview of the billing system status in terms of the number of call attempts per minute and the total volume of calls per day i 4 System Load e aese D tose NN Thu Oct 5 21 05 17 2006 a QQ Fri Oct 6 21 05 17 2006 Calls minute 22 00 00 00 02 00 04 00 06 00 08 00 10 00 12 00 14 00 16 00 18 00 20 00 E Billable Calls W Zero duration calls Wed Sep 6 21 05 17 2006 a QQ Fri Oct 6 21 05 17 2006 260 k Week 36 Week 37 M Billable Calls min The Calls minute graph at the top shows the number of calls and is broken down into Billable and Zero Duration calls The Daily minutes graph shows the total call volume in minutes that passes through your system per day 2000 2007 PortaOne Inc All rights Reserved www portaone
192. tomer and destination subtotal per customer By customer and destination subtotal per country By vendor and destination subtotal per vendor By destination The active selection is highlighted in green 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 49 PORTA Li Billing 100 Mes ww Cost Revenue reports Statistics gt 8 dere E customer Oto Download Options ca By customer and destination subtotal per country By customer and destination subtotal per customer By vendor and destination subtotal per country By vendor and destination subtotal per vendor By destination Countr UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES 2 3 4 5 6 7 8 g 10 11 12 13 14 D E Nov 2005 Mo Tue Ther Sa Su 44 1 I ES EG 4 7 8 910111213 46 14151617 181920 4721222324252627 48 28 2930 Mar 2006 Mo Tu We ThEr Sa Su 9 15545 10 6 7 8 9101112 1113141516171819 12 20 21 22 23 24 25 26 13 27 28293031 Jul 2006 Mo Tu We Th Fr Sa Su 26 az 27 Bs Ba DO DE EE SS G Dec 2005 Mo Tu We ThEr a Su 48 12034 49 567 8 91011 5012131415161718 5119202122232425 522627 28293031 Apr 2006 Mo Tu We Th Fr Sa Su 13 i 2 43456789 15 10 11 1213141516 16 171819 20 212223 Aug 2006 Mo Tu We Th Fr Sa Su 34 32 7 8 910111213 33 14 15 16 17
193. ts below in which the same data is shown but where the right one has Suppress Duplicates enabled for certain columns E Microsoft Excel Book1 Fed File Edit View Insert Format Tools Data Window Help 3 8 X 1 ountr CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC 5 CZECH REPUBLIC 6 CZECH REPUBLIC CZECH REPUBLIC Destination Description 420 420601 420602 420603 420604 420609 Proper Mobile Mobile Mobile Mobile Premium M 4 gt mt Sheet1_ Sheet2 Sheet3 lt Ready DER Minutes 16703 00 6893 30 4295 00 14823 00 8924 00 457 00 420601 420602 420603 420604 420609 El Microsoft Excel Book1 Fel File Edit View Insert Format Tools Data Window Destination Description Mobile Premium M 4 gt Sheeti Sheet2 Sheet3 lt Ready Sum 420 Statistics DER Minutes 6893 30 4295 00 14823 00 8924 00 457 00 Name of the report column Run Queue Tab Specifies the sorting mode for this column If there are multiple columns used in sorting their order is very important Here you can L Data is sorted in ascending order i e Andrew will be at the top of the list and Zack at the bottom Fa i i 4 Data is sorted in descending order i e Zack will be at the top of the list and Andrew at the bottom This column is not used for data sorting at all arrange the sequence of the sort columns For instance if you want to sort data first by
194. udes 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 PortaBilline100 security model and customize it to suit your business environment Default User ACLS PortaBilling is supplied with the following predefined ACLs Super User read and write access to all PortaBilling 2000 2007 PortaOne Inc All rights Reserved www portaone com 96 PORTA Billing100 System Management A objects Like Root user but with some limitations cannot create new users cannot modify company info read only access to Destinations Currencies Nodes Bookkeeper Read only access to billing information Tariffs Products can change balances for Accounts Customers block unblock no access to xDRs access to repotts Helpdesk Read only access to
195. umentation Conventions This publication uses the following conventions Commands and keywords are given in boldface Terminal sessions console screens or system file names are displayed in fixed width font Caution indicates that the described action might result in program malfunction or data loss NOTE Notes contain helpful suggestions about or references to materials not contained in this manual X Timesaver means that you can save time by performing the action described in the paragraph OW Tips provide information that might help you solve a problem 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 PORTA Billing100 PortaBilling100 Web Reference Document Objectives The target audience of this document are system administrators VoIP engineers and system or helpdesk operators who will be managing your services via the PortaBilling100 web interface How to Get Technical Assistance The dealer from whom you purchased this product is the first place you should go for technical assistance The dealer is usually the most qualified soutce of help and is the person most familiar with your system and how this product should be installed Many dealers have customer service and technical support programs that offer varying levels of suppott depending on your needs and computer knowledge If your dealer cannot assist you If you cannot get assistance from your dealer the vendor provides varying
196. ustomer and Date range Invoice No Customer ABC Shuttle Ltd V From 2006 03 01 YYYY MM DD To 2006 10 01 YYYY MM DD View Ho Customer Date Payment Status Status Re create Period From Period To Due Date Amount Due 0 3 ABC Shuttle Ltd 2006 10 01 Overdue BG 2006 08 31 2006 09 29 2006 10 01 31 49 EUR 2 2 ABC Shuttle Ltd 2006 09 01 Partially Paid 2006 07 31 2006 08 30 2006 09 01 30 99 EUR 0 1 ABC Shuttle Ltd 2006 08 01 Paid 2006 06 30 2006 07 30 2006 08 01 30 47 EUR 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 clicks the View icon in the Invoice section of the Customer Self Provisioning interface If the invoice is not locked it will be automatically updated if the balance changes re costing of calls for example otherwise a new invoice with a re costing adjustment will be generated You can change the status of an invoice manually by clicking the status icon The Re create icon allows you to recreate an invoice By clicking this icon you can schedule invoice recreation This will not affect any changes except the invoice date due date layout attributes customer and or company info and PDF file renewal Invoice recreation is useful when you want to renew an invoice dat
197. utton The wildcard symbol may also be used E 4 Vendor reports Pec XEN x Ea SIP to SIP X Telecom Download Options a Noy 2005 Dec 2005 Jan 2006 Feb 2006 Mo Tu We ThEr Sa Su 44 i EJ EJ st S G 4 7 8 910111213 46 141516 17 181920 47 21222324252627 48 28 2930 Mar 2006 Mo Tu We ThFr Sa Su 9 IE GSE 10 6 7 8 9101112 1113141516171819 1220212223242526 132728293031 Jul 2006 Mo Tu We Thr Sa Su 26 if 73456789 28 10 11 12 13141516 29 17 18 1920212223 3024252627 282930 3131 2000 2007 PortaOne Inc All rights Reserved www portaone com Mo Tu We ThEr Sa Su 48 123 4 495678 91011 5012131415161718 51 19202122232425 522627 28293031 Apr 2006 Mo Tu We ThFr a Su 13 if 493456789 16 101112131415 16 16 17 181920212223 17 24 25 26 27 282930 Aug 2006 Mo Tu We Th Fr a Su xB REBEEE 32 7 8 910111213 331415 16 17181920 3421 22 23 24252627 36 28 293031 Mo Tu We ThFr Sa Su 52 1 12345678 2 9101112131415 31617 1819202122 423 24 25 26 27 2829 3031 May 2006 Mo Tu We ThEr Sa Su 18 H1 E2 i3 MA 5 i6 a 19 8 91011121314 20 15 16 17 18 192021 2122232425262728 22293031 Sep 2006 Mo Tu We Th Fr Sa Su 35 A 1 36 4 5 6 7 8 910 Mo Tu We ThFr Sa Su 5 EE EE 6 6 7 8 9101112 713141516171819 8 20 21 22 23 24 25 26 92728 Jun 2006 Mo Tu We ThFr a Su 22 1234 235 67 8 91011 2412131415161718 25 19 20 21 22 232425 26 26 27 282930 Oct 2006 Mo Tu We ThFr a Su 39 79
198. wed 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 charges as they are defined in the tariff i e before a volume discount is applied If there is no Unlimited threshold discount and the counter exceeds the last i e biggest threshold any further calls will be billed according to the standard tariff rate For example Discount type Volume minutes The discount is defined as 0 100 50 100 200 20 200 unlimited 10 The first 100 minutes are billed at a 50 discount half the price specified in the tariff the next 100 minutes are billed at a 20 discount and thereafter all calls receive a 10 discount The discount is defined as 0 100 100 The first 100 minutes are free all minutes above that are billed at the tariff rate Discount type Amount USD The tariff rate for the given destination is a flat 0 5 USD per minute The discount is defined as 0 10 00 0 10 00 20 00 10
199. with them NOTE Only resellers direct retail customers and their accounts are allowed to use a company s payment systems and payment methods for e commerce payments both manual and periodic A reseller should define his own payment systems and assign these to the appropriate currencies in his self care so that those payment systems will be used by his sub customers and their accounts Retention Restrictions IMPORTANT A merchant may not use account and transaction A information for any purpose other than assisting completion of a payment card transaction or as specifically required by law Merchants may collect a payment card number and expiration date independently of a payment card transaction only with the express consent of the cardholder A merchant may only retain this information for the sole purpose of facilitating future payment transactions A merchant must not provide this 2000 2007 PortaOne Inc All rights Reserved www portaone com 1 0 5 PORTA Billing100 Adjusting Billing Parameters information to any other person except for the sole purpose of assisting completion of a payment card transaction User Interface The login and password information for Customer Self Care refer to the credentials required on the self care web page An easy to remember yet secure password may be generated automatically by clicking the Auto button Check the Periodic payment management enabled option to enable the custom
200. xtensible localization system Every user of the system admin user account customer vendor customer care admin can choose the language of the web interface for his session This does not of course affect other users thus user John can work with the system using English as his interface language while user Peter can make use of Chinese simplified as his language Currently PortaBilling supports such commonly used languages as Arabic Chinese French German Portuguese Russian and Spanish in addition to English New languages may easily be added on request please contact Porta Software to obtain the XML template files if you would like to perform the translation yourself 2000 2007 PortaOne Inc All rights Reserved www portaone com 11 PORTA Billing 100 Introduction 4 Edit User demoroot gt i Save i Save amp Close Objects togout Bio Address Info User Interface Life Cycle Mailing List Notepad Login demoroot Time Zone America Vancouver Password He a a a ok Web Interface Language en English Default Language ar Arabic zh Chinese Simplified zh tw Chinese Traditional al Output format Czech English Estonian French HEHEHE Gernan Italian Latvian Lithuanian Norwegian Polish ryyv MM DD 2003 12 31 EE NG Spanish HH24 MI SS User Defined Access evel Root Date m aryy mm DD 2003 12 31 Time m HH2
201. y the subdivision field will be refreshed Choose a subdivision if necessary Click the Save New icon to save the new destination 2000 2007 PortaOne Inc All rights Reserved www portaone com 4 9 PORTA Billing100 System Management D A Destinations B Add fel Save amp Close Download Wi Get default set unload PW Logout E Log gt ABCDEFGHIJKLMNOPQRSTUVWXYZ Country Subdivision Description Delete UNITED KINGDOM Mobile UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile UNITED KINGDOM Mobile x oc oe oe Lod Lod Lod Lc Led Lod To edit an existing destination enter a prefix country or description i e proper mobile etc in the search field and click the corresponding button You can also select a country alphabetically from the top right hand part of the interface Choose the destination you wish to edit from the list by clicking the E Edit icon The content of the row will be copied into the Destinations form above and the Save Edit icon ul will appear in the first column Choose Subdivision from the refreshed drop down list and type in the Description if any Save your work by clicking the Save Edit icon Destination Access Levels Access Description Root or if ACL Full access includes Use country code during upload ACL which allows Can perform a

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